Maximo Scheduler and

Scheduler Plus

Overview

2

Please Note:

IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s sole discretion.

Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision.

The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract.

The development, release, and timing of any future features or functionality described for our products remains at our sole discretion.

Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user’s job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here.

3

1) What is Maximo Scheduler and what does it offer today?

2) Advanced capabilities that were being requested by clients

3) Introduce Scheduler Plus- What is Scheduler Plus and how is it delivered?

- Review use cases

4) Roadmap

5) Extending Maximo to Field Workforce Management

6) Why IBM Weather?

Agenda

4

Scheduler – embedded in Maximo

Maximo SchedulerMaximo Scheduler

Maximo Asset Management

iLog

DOCRequired only for

Optimization

• Add-on product to

Maximo EAM, code

embedded in core

Maximo therefore a

single install

• Requires a separate

license purchase

• Includes integration

adapter and optimization

engine and models

• Optional: clients may choose

not to use the optimization

capability and can skip the

DOC installation during the

install process

DOC Server

• 7.6.0.5 fix pack level

Roles We Cater To With Scheduler

5

6

Scheduler Pedigree

7

Scheduler 7.6.x Delivery Timeline

New capabilities built on a

new technical foundation

• Repair Facility Capacity

Planning

• Repair Facility

Graphical Assignment

Core Maximo PM costing

• Includes Nested Job

Plans

“Scheduler” application

name change

• New name: “Graphical

Scheduling”

Usability enhancements

• Improved Gantt tools

and navigation

New Asset/Location

scheduling capabilities built

on a new technical foundation

• Work Orders and PM

forecasts viewed by

asset/location hierarchy

Multi-tenancy support

Usability enhancements

• Improved Gantt tools and

navigation

Port existing applications to

the new technical foundation

• Graphical Scheduling

• Graphical Assignment

• Dispatch

• Graphical Crew

Management

Usability enhancements

• Multi-column sort, search,

and filtering

• Multi-craft/skill display

• Undo / Redo

• Expand / Collapse

• Much more….

Addressing RFEs during these releases

8

Advanced use cases being requested by clients

• Ability to schedule customer appointments• Match customer's location and requirements with technician's skills and availability to schedule a service

appointment

• Model a complex project plan using real world interdependencies of tasks• A plant turnaround requires many dependent actions to shutdown the location, perform project work, and re-

start the location to bring it back to an operational stage

• Ensure resources with the right qualifications are assigned to work with special requirements• Supervisors need to ensure that technicians have valid certifications to do the work

• How do the current traffic conditions effect work in progress?• Incorporate real-time traffic conditions to better route technicians to their work locations

• Handle larger volumes of data• Many Maximo clients require the ability to manage a heavy volume of work orders be it for shutdowns,

turnarounds, outages, or for dispatching field technicians

9

Appointment booking

• Make customer appointments within a schedule window

• Customer notifications – cancel / reschedule

Managing complex projects

• Model complex work order network dependencies

• Highlight critical path, backward pass, % complete

Weather integration

• Incorporate weather data into planning/scheduling and dispatching

• Weather alerts / notifications

Dynamic dispatching

• Auto refresh, re-optimization based on real-time progress

• Incorporate real-time traffic conditions

Introducing – Scheduler Plus!

Advanced work management solution, built on top of Maximo Scheduler

Scheduler Plus – also embedded in Maximo

• Advanced work

management solution

• Add-on product to

Maximo Scheduler, code

embedded in core

Maximo therefore still a

single install

• On-prem and via SaaS

• Requires a separate

license purchase

• Includes the

optimization models

10

Now catering to the Customer Service Representative too

11

Managing Complex Network Dependencies

Use Case -

While planning a plant shutdown 100s

to 1000s of tasks need to be

completed in a specific order. Work

order 1 must be completed before

work order 2 can start.

Joe, the Planner, generates work

orders from many job plans to make

up one project; which may include an

Release 1

isolation/shutoff of a complex asset, multiple subassembly tasks such as replacement, firmware

updates, PM work and lastly a return to service of the complex asset.

The planner pulls all this work into a schedule and graphically links the relationships between

these various tasks to allow minimum down time and maximize productivity by allowing work to

be started as soon as its prerequisites are satisfied.

12

Managing Projects

Use Case –

Joe, the Planner, is managing a turnaround at an oil exploration site.

Using the Pert Chart view in Scheduler Plus, he reviews all the work orders

created for the project and updates the dependencies.

He views the highlighted critical path of the network of dependencies and

focuses on the important activities that have the biggest impact to the

schedule finish. He then tracks the overall progress by looking at the percent

complete data to ensure that things are moving as planned and starts the

process of alerts and notifications on any exceptions he identifies.

Release 2

13

Appointment Booking

Use Case –

John calls his local utility provider to request service.

Liz, the customer service representative, looks up John’s address and selects the

appropriate Job Plan for the required work. She looks up available appointment slots based

on staffing and other commitments made. Liz provides John a few dates to choose from.

Liz and John book Wednesday 10 AM. (The appointment can be rescheduled, if required).

This process automatically creates a scheduled work order for John’s premise and is ready

for a Supervisor to assign technician(s) to.

Release 1

14

Using Weather w/ Appointment Booking

Use Case –

John calls his local utility provider to request service.

Liz, the customer service representative, determines that this will be a half

day job that requires both indoor and outdoor work. She looks up available

appointment slots.

System Administrator has set up Scheduler Plus to visualize 10 days of basic

weather forecast in all views that contain a geo code (asset/location). From

this data, the system determines that Wednesday and Thursday mornings

have the lowest probability of precipitation at John’s home location.

Liz and John book Wednesday morning.

Release 1

15

Weather Integration (Graphical Scheduling)

Use Case -

Joe, the Planner, configures the

information that he wishes to see on his

schedules for current, daily and hourly

weather.

He looks at a 2 week rolling schedule and

decides to filter down to work orders on

assets that could be affected by weather.

He uses the tool tip on each row to see

the formatted weather forecast for each

asset on its scheduled date.

Release 1

From the daily forecast view, he elects to open the hourly view for the duration of the work. He feels confident that the crew can

travel to, perform the required work, and return back without an adverse weather impact.

Joe now approves the work and commits the scheduled dates.

16

Weather Integration (Graphical Assignment)

Use Case -

Joe, the Planner, configures the information that users want to see on their

schedule for things like current, daily, and hourly weather.

Fred, the Supervisor, looks at tomorrow’s schedule and reviews work on

assets that could be affected by weather. He uses the tool tip on each row to

see the formatted weather forecast for each asset on its scheduled date.

After looking at the hourly view for the duration of the work, he feels

confident that the crews can travel to, perform the required work, and return

back without an adverse weather impact.

Fred now assigns the work and is ready for the morning crew meeting.

Release 1

17

Weather Impact on Assets

Use Case –

Joe, the Planner, is responsible for equipment that is affected by weather. In

Maximo, Joe has set up a job plan effected by key weather parameters with

no go or alternate job plan that considers the weather condition.

For a planned cell tower maintenance, high wind and storm conditions

should be avoided when possible. Lightning must be strictly avoided.

Scheduler Plus will search for Work Orders with this job plan and either

reschedule the work for no go conditions or change to the alternate job plan.

When Joe optimizes the schedule, weather is included as a constraining

factor along with schedule windows and priority.

The new plan Joe publishes now includes critical information that can lead to

safer, more efficient operations.

Release 2

18

Dynamic Dispatching

Use Case -

Tim, the field technician, is on his daily route

that was optimized by Maximo Scheduler. A

new emergency has come in and Frank, the

dispatcher, identifies Tim as the most

appropriate person to assign this work to in

the work zone that Tim covers.

Frank makes the assignment and Scheduler

Plus automatically re-optimizes the remainder

of Tim’s day so he can continue to accomplish

priority work and return back on time.

Release 3

19

Weather Informed Dispatching

Use Case -

Crew1 has finished cleaning the storm drains in county Sector A.

They begin to proceed North to Sector B to work on the next job,

but they and Frank, the dispatcher, receive alert notifications

that Sector B is at risk of a tornado.

Frank sees the updated map and re-routes them South where

they can service assets near the vehicle depot and head to safety

if needed.

The tornado has created new emergent work and has impacted

travel conditions. Additionally, planned work in Sector B must be

rescheduled as well. Scheduler Plus will merge all the work and

create street level routes based on this updated information.

The Crew will now avoid the damaged roads and be expedited to

priority work.

Release 3

20

2121

Roadmap

Notice: IBM’’’’s statements regarding its plans, directions, and intent are subject to change or withdrawal at IBM’’’’s sole discretion. Information regarding potential futureproducts is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information mentioned regarding potential

future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be

incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion.

Weather

− Configurable weather views

− Enabled in Graphical Scheduling

and Graphical Assignment

Appointment Scheduling

- Make customer appointments

within a schedule window, see

tech availability, incorporate

weather

- Cancel, reschedule

appointments

Network dependencies (Phase 1)

- Link across WOs and

tasks

Weather impact on Assets / Locations

− Asset configured to indicate when

weather will effect work to be done on

them

− Go or No Go criteria will adjust the dates

of work scheduled for the asset

− Applying work requirements due to

weather will allow scheduled work to

have Job Plan changed

− Current day automatic escalations to

apply the assets configured weather

conditions

Network dependencies (Phase 2)

- Backward pass

- Highlight critical path

- Pert chart

- Introduce % complete

Excel Export

Color code WO synonyms

Tool tip in Graphical Scheduling –

resources required

Start time for PMs – in GS and in

generated work orders

Qualifications at WO & Task Level

- Manual and Optimization

Weekly and Monthly planning buckets

- Alternative resource availability input

Performance

Dynamic Dispatching

− Auto refresh for improved tracking

of progress

− Re-optimization based on real-time

progress, including emergent work

− Real-time road conditions and traffic

− Continuous weather updates and

weather event notifications

− Everyplace template updates -

weather

Weather based assignments

− Manual clearing of decks

− Optimization – reschedule

planned and emergency

Enhanced resource availability

− WO outside schedule, shifts/breaks

PM display

− Constraint window

− Compare PM scenarios

− Emergency template (ex. Weather

event activity)

Performance

SchedulerScheduler Plus

The information on the new product is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information on the new product is for informational purposes only and may not be incorporated into any contract. The information on the new product is not a commitment, promise, or legal obligation to deliver any material, code or

functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion. .

22

� Scheduling, optimizing and assigning field technicians (daily, weekly, mid and long range)

� Complete Mobilization of Technician to preform end to end task.

� Ability to receive work requests from the field on a mobile devise

� Field Supply Chain Management – Tools – Materials – Parts Management

� Support all task/work models: reactive dispatch; routine maintenance; inspections;

preventive; condition-based; predictive; prescriptive

� Routing and Route Optimization with directions and real-time traffic

� Supporting online/offline maps and customer specific map GIS data

� Support a Mobile Application User Experience with Mobile Work Flows

� Weather Forecasts and real-time conditions which may effect work locations and field

assignments

Key Field Workforce Management Requirements

23

Field Workforce Management with Maximo

Scheduler/Scheduler Plus• Forecast and schedule work

• Incorporate weather data

• Optimization of work via resource

leveling or capacity planning

Planning of Work

Maximo

Asset

Management

Assignment of WorkMapping of Work

Completion of Work

Scheduler/Scheduler Plus• Optimize resource assignment

based on geolocation, craft, skill,

weather

• Monitor work and adjust based on

real-time field progress

• Plan and schedule appointments

Spatial/Anywhere/Plus• Optimization of work route on an

Esri/Google/Bing map along with

turn-by turn directions displayed

on a mobile device

• Incorporate real-time traffic

Anywhere• Technician receives work

orders in the field

• Provides real-time status

updates to dispatcher and the

back-office

• Receives weather

alerts/notifications

• More efficient work management with embedded weather data

I can see the value of weather but why YOUR Weather? I

see it for free on my browser?.

• Because The Weather Company IS the Most Precise, Accurate & Timely Weather Source

Precision

100X Greater

Coverage

Accuracy

Rated Number One

Speed

Forecast Updates every 15 Minutes

24

Questions

25