field workforce management with maximo · 2019-04-15 · • supervisors need to ensure that...
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Field Workforce Management with MaximoAlex Sanders
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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
Project Management, Status and Results Reporting with Analytics
Support a Mobile Application User Experience with Mobile Work Flows
Weather Forecasts and real-time conditions which may effect work locations and field assignments
Field Workforce Management Requirements
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Field Workforce Management Roles We Cater To
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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• 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
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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 right qualifications assigned to work with special reqs.• 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 large 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
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Appointment booking• Make customer appointments within a schedule window• Customer notifications – cancel / reschedule
Managing large projects• Model complex work order network dependencies• Highlight critical path, % 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
Scheduler PlusOffers the following in addition to Maximo Scheduler
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Maximo Scheduler: Work Mgmt. Tool Embedded in Core Maximo
Maximo Scheduler
Maximo Asset Management
iLogDOC
• 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: if clients choose to use the optimization capability, DOC server (included w/ Scheduler license) installation OR subscription to doCloud is required
DOC 3.9
• 7.6.0.9 fix pack level
doCloudor
2 Optimization options available
Optional
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Scheduler Plus – Also Embedded in Core Maximo
• Built on Maximo Scheduler
• Code embedded in core Maximo therefore a single install
• Available On-prem and via SaaS
• Requires a separate license purchase (license includes Maximo Scheduler functionality)
• Includes the optimization models
• Optional: if clients choose to use the optimization capability, DOC server (included w/ Scheduler Plus license) installation OR subscription to doCloud is required
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Maximo Scheduler Plus 7.6.7(includes Maximo Scheduler)
Maximo Asset Management 7.6.0.9
iLogDOC doCloudor
2 Optimization options available
Optional
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Role Based Applications in Maximo Scheduler
Application Roles
Graphical Scheduling Planners and Schedulers
Graphical Assignment Supervisors and Dispatchers
Graphical Assignment - Repair Facility Repair Facility Managers
Graphical Crew Management Supervisors
Everyplace Mobile Templates Supervisors and Field Technicians
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Role Based Applications
Application Roles
Graphical Scheduling^ Planners and Schedulers
Graphical Assignment^ Supervisors and Dispatchers
Graphical Assignment - Repair Facility Repair Facility Managers
Graphical Crew Management Supervisors
Everyplace Mobile Templates Supervisors and Field Technicians
Graphical Appointment Book Customer Service Representatives
Graphical Scheduling – Large Projects Planners and Schedulers
Scheduler Plus further enhances the Scheduler applications as well as offers two new applications
^enhanced by Scheduler Plus; available with Scheduler Plus only
Maximo Scheduler Plus Highlights
Managing Complex ProjectsUse Case -
Joe, the Planner, generates work orders from many job plans to make up one project; which may include an 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.
While planning a plant shutdown 100s to 1000s of tasks need to be completed in a specific order. For example Task 3 under Work Order 1 must be completed before Work Order 2 can start.Joe 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.
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. Furthermore, the Schedule Dashboard provides him a snapshot of all the important project KPIs which his management can also use to track the project’s progress. 12
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Graphical Scheduling – Large ProjectsAbility to bring in large numbers of records
Introduces server side paging, sorting, filtering etcetera in order to accommodate large projects with a high record volume
Similar to Graphical Scheduling, but a few changes to accommodate the same work on the server side
Managing Complex Network Dependencies
- Build linkages across work orders and tasks- Enables minimum down time and maximize productivity by allowing work to be started as soon as its
prerequisites are satisfied
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Highlight Critical Path
Backward pass calculates the late dates and float to determine the critical path, allowing users to focus on the important tasks that drive the schedule finish date
Filter to just the critical path at the push of a toolbar icon
Choose your color to denote criticality
FilterBackward pass
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Percent Complete
Enter – calculate – summarize – and review the completion status of work
• Enter the physical % complete directly into the activity table
• Calculate the actual labor % complete• Calculate work order completion by
tasks
Summarize by time, or by the average of the % completion in the roll-up
Visualize at a glance in the Gantt chart and activity table
Note: available in GS and GS-LP
In Line Editing
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Schedule Dashboard
How are my projects doing?• Totals of all the Schedules the user has access to view
• Cron to run calculations in off • Quick Filter and Column Filtering• Print• Download to Excel • User selected columns to display
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Automatically refresh the dispatch view to show the latest progress and work details as they are posted.
Re-optimize the in-progress work list to reflect ongoing changes to the plan for optimal crew routing
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.
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Video of Dynamic Dispatch
Appointment BookingUse 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, while also considering the weather forecast, 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.
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Automatically notify customer of appointment, cancellation, reschedule and ETA. Improve customer service.
Appointment Booking – Email Communication
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SMS Text Communication
Weather Alerts• Type of Alert and its time frame• Work Orders associated to you that are effected
Appointment Confirmations• Initial confirmation of appointment• Reschedule• Assignment of technician with time
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Option for text communication in addition to email
Weather Integration (Graphical Scheduling)
- Planners can assure that work is completed on time without an adverse weather impact- Pick what you want displayed in the tool tip (both front and back), from over 50 weather data points- Similar integration available for the Graphical Assignment application
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Weather Alerts• See active weather perils on schedules, appointments, and maps• Respond by adjusting the work schedule to ensure employee safety. Email notification to work owners
and techs of weather events automatically
Work view:
Appointment Book:
Dispatching:
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Roadmap SchedulerScheduler Plus
Project Management Enhancements- Gantt chart record grouping- Saved and conditional layout
Optimization- Resource Leveling on a single craft, Performance, Large project optimization
(buckets)
Appointment Booking- Resource dependent windows
Graphical Assignment & Graphical Scheduling- Heat map for resource load/availability view
Graphical Resource View- Calendar w/ shift totals and bulk edit
UX Enhancements- WO/task creation from the Gantt- Inline editing
Publish to 3rd party calendars
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. .
Maximo Anywhere Highlights
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Maximo Anywhere Overview
Connected, Unplanned and Planned Offline support
Ready Apps + Extensible Platform
Major Mobile OS - iOS, Android, Windows Tablet
Available On-Premise and as SaaS
Available in 19 languages
Maximo Based Administration
Maximo Mobility Solution from IBM
Maximo Anywhere Release
GA Date Q4 2013
• 7.5
Q3 2014
• 7.5.1
Q2 2015
• 7.5.2
Q1 2016
• 7.6
Q3 2016
• 7.6.1
Q2 2107
• 7.6.2
Q4 2017
• 7.6.2.1
Q2 2018
• 7.6.3
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Platform Features - available with every Anywhere App
Camera and Voice to Text
Barcode/ QR Code support
RFID support
GPS Support
Push Notification
Attachments
E-Signature / Real Signature
Error Handling
App Version management
Online and Offline Map Support
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Out of the Box Ready Apps
Work Management
Work Execution
Inspection
Approval
Service Request
Inventory Management
Physical Count
Issue & Returns
Transfer & Receiving
Asset Management
Asset Data Manager
Asset Audit
Industry Solutions
Work Exec forCalibration
Incident Reporter (O&G, HSE)
Work Exec for Complex Assets (ACM/ Aviation)
E Flight Log Book (Aviation/ACM)
Operator Rounds(Nuclear)
Maximo Based Anywhere Administration Application
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Maximo Based Anywhere Administration Application
List Data: Create & manage queries Lookup Data: Control/limit data
downloaded to device Settings: App level enablement settings Notification Events: Push Notification Global Properties: All app level settings,
like control attachment download limit…
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Data Download Modes
Asynchronous download of lookup data. Retry Capability based on
Tracking lookup/system data failureSelective refresh data capability
based on DeltaAuto sync capability in
background based on Settings
Data Download Enhancements
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Accessibility Support
Undo ProcessNew Setting to allow
Administrator to Control Undo process
Simplified Build and DeployConfigurable option to do a
Web Build for Android and iOS Simplified build when there are
no Native changesEliminates need for Android or
iOS SDKApp get the updates Over the
Air (OTA)
Platform Enhancements (Contd.)
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MobileFirstServer
MobileFirst Foundation Platform
MobileFirst Console
MobileFirst Application Store
2Download / Install
3
4
Check for update
Update web resource
1Distribute
End Users
App Changes – Web Build and Deploy
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•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. .
Faster Time to Value
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All 9 apps already available on Apple App Store
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All 9 Core Apps on Google Play Store
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Platform level Capability Out of the box in Work Execution App Configurable to support Organizations Privacy Policy
Work Execution App Geo-Location Capabilities• Capture User geolocation on clicks of Start/Stop timer• Configurable to capture Geo-Location periodically• Attached to Labor Crew record • New Action to capture and update the X/Y Service
address coordinates • New setting to automatically captured X/Y Service
address coordinates during Workorder creation
Geo-Location Support
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Advanced Map Capabilites – Map Manager
• Enhanced Map Manager to handle all Anywhere specific configurations - Offline areas, Layer filtering and Offline map estimation.
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Advanced Mapping Capability – Online and Offline Maps
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Map View
of Work
Offline Maps
• Map View of Work - Online and Offline with GIS data• Ability to Download and Switch to Offline Map
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Advanced Map Capabilities
• Identify Action on GIS features to display feature attributes from GIS system• Updates the Asset associated with the Workorder from Identify menu
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Ability to control their offline capability in poor connectivity areas and synchronize data when good connectivity available on device.
End Users can chose type of network connection for Anywhere - wifi, cellular (3G/4G), or any other.
When users are working in offline mode it boosts the overall performance of Anywhere application as it reduces networks related calls drastically.
All types of Connection Only WIFI Connection Only Cellular Connections
Connection management
UI / UX Improvements - New Skin
• New User interface look and feel with new skin– Constance look and feel with rest of Maximo
• Colors • Icons • Style Fonts • Screen Layout improvements
– Improved usability on user action on clicks of the links , icon , images.
• Redesign icons for intuitive usability, icons are replaced with .svgextension which provides faster loading process on Screen Layout improvements
All Maximo Anywhere Applications inherited new look and feel.
UI / UX Improvements – Split Pane
• Split Panes User interface improves the productivity of the users for quick actions on the application.
• Out of box Split Panes is implemented for WorkExecutionapplication
• Application feature properties available to enable Split Panel user interface on the device for the application. Out of box split panes feature is disabled for workexecutionapplication.
• ##Property to enable Split Pane. This property controls if the app runs in split pane mode.
• #If true and the app xml enabled for split pane then for bigger screen sizes aplit pane will appear.
• #If false, even if we have configured app xml for split pane; app will not render in split pane mode even for bigger screens.
• splitpane.enabled=false
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• Device Level Performance Improved by 20+%
• Improved Navigation time between screens• Overall Memory Utilization Improved • Overall Storage Utilization Improved • Overall Device Request and Response processing improved from Maximo server.
Maximo Anywhere 7.6.3 - Performance Improvements
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Continued Investment in the ProductLocation Based Services and Advanced Map Capabilities
Map Manager Enhancements Enhanced map control Query and Modify work on a map Linear Asset Management
Application Enhancements
Updates to current applications Time Sheet Reporting Request Material Inspection Enhancements
•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 d ib d f d t i t l di ti
Industry Solution Applications
Nuclear Industry Solution Oil and Gas / HSE Industry
Solution Utilities Industry Solution
Platform
OS Currency Style and Usability Enhancements SSO -Additional Authentication Support Windows Universal
Configurability Tools Performance Improvements Deployment Simplification Language Support
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Questions
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