Battelle manages chemical, biological, radiological, and nuclear (CBRN) detection assets for the U.S. Army globally. They needed an online, real-time asset management solution. Their previous system, a customized Maximo implementation, had become unwieldy with too many configurations, security groups, and reports. TRM was selected as their new SaaS vendor using Maximo and RulesManager. TRM streamlined the system using RulesManager, reducing security groups and improving the user experience and reporting. The new system provided better data and decision making support.
Maximo SaaS and RulesManager Facilitates Logistics for CBRN Assets
1. EIS-1705
Maximo SaaS and RulesManager
Facilitating Logistics for Chemical, Biological &
Radiological & Nuclear (CBRN) Assets
Jason Brock, Asset Management Lead, Battelle
Adam Scharfer, Manager East Coast Ops, TRM
Pulse Presentation – March 7, 2012
2. Agenda
• Who we are and what we do
• Challenges of previous system
• Vendor search and selection
• TRM Maximo SaaS & RulesManager
• Situation analysis
• Solutions
• Results
• Examples
3. Battelle
• Manages CBRN
detection, identification, respo
nse, and mitigation assets for
U.S. Army on a global scale
• Needed an online, real-time
web based solution that could
be hosted via the cloud
4. Battelle
• The Asset Management Team
implements and leverages Maximo
– Improve logistical performance from
parts to people
– Integrate better business practices
– Provide real-time visibility at clients
fingertips
• We replace the need to rely on
excel files and emails (full of
estimates and guess work)
5. How Things Used to Be
• Needed online, real-time database to
support:
– Work Management
– Procurement
– Inventory Management
– Reporting
• Initial Solution: Out-of-the-Box
Maximo 6 with no customizations
– Limited resources to build or maintain
customizations
– Required an unwieldy amount of
configurations because of constantly
changing requirements
– Configurations began to outgrow the
system
(before TRM was the SaaS Vendor)
6. How Things Used to Be (cont.)
• Multi-Org, Multi-Site, but needed an
additional level of data separation
– It was cumbersome to maintain
separate data and provide varying UIs
• Multiple CBRN Platforms carried
different requirements for tracking &
reporting
– Multiple cloned applications
– Exorbitant amount of security groups
– Multiple variations of similar reports
– Conflicting requirements between
bio, chemical, and radiological
platforms
(before TRM was the SaaS Vendor)
7. User Challenges
• System users’ feedback:
– Using Maximo was too complicated and
time consuming
– The screens were too noisy with no
flexibility on presentation
– We were forced to deny enhancement
requests due to potential functionality
conflict
• Inelegant workarounds had to be put
into place
– E.g. Users were told NOT to use a field that
was on front of them on the screen
(before TRM was the SaaS Vendor)
8. Reporting Challenges
• Inefficient Reporting
– Actuate reports would break due to large
amount of groups
– Had to resort to using Crystal Reports
• not embedded in the Maximo platform
• not robust enough to handle complex client
readiness calculations
• Hybrid of Actuate and Crystal reports
– No single point of service
– Different reporting formats
– Broke certain embedded actions
• Too many apps without enough controls
caused inconsistencies within data sets
(before TRM was the SaaS Vendor)
9. How do we fix this?
Search for a new SaaS
solution that ensures
• good data is entered
• reject bad data
• provide better, more
streamlined user
experience without the
need to modify or extend
code.
10. The Search
• Multiple vendors were invited
to submit proposals detailing a
solution that would accomplish
our requirements
– Needed flexible, responsive, and
dedicated trusted partner.
– Looking for a company that
embraces the same core values
12. Introduction to TRM
• TRM Overview
– Premier IBM Business Partner
– Focused on Maximo for 15+ years with a variety
of different services
– Developer of TRM RulesManager
• TRM SaaS Division
– The only Maximo SaaS w/ RulesManager solution
on the market
– Configurable Cloud solution with on-site
presence
– Full reachback to subject matter experts in
RulesManager development, system
engineering, integration specialists and industry
experts
13. RulesManager Overview
Configuration Control Center for Maximo
• Enables developers to bend Maximo to meet business
requirements
– In a single unified environment
– Never changing the Maximo base code
– Faster and easier than any other alternative, even built-in Maximo
tools
• Intuitive, menu-driven, drag-and-drop, content-assisted
configuration console driven by Java-script technology
14. Analysis
Found 187 security groups, for roughly
195 users…
– Needed location level security, similar to
storeroom security OOB.
– Ended up with a security group for EACH and
EVERY location in one organization (44
locations)
– Multiple cloned applications
– Excessive security group count broke
reports, hence the prior need for Crystal
15. Solution to too many Security Groups
• Made application dynamic based
on values entered
• Implemented field, tab, and
group level security so that one
application was sufficient,
– each org/site has its own set of
rules about what can or cannot be
seen
• Result: 38 Groups for 205 users
– eliminated the need for cloned
apps, eliminated the redundancies
within security groups
16. Report Improvements
• Eliminated all Crystal Reports and converted
to BIRT.
– All reports worked within application
– Calculate complex readiness
– Less user confusion, reduces amount of end user
training required
17. Day to Day improvements
Dynamic Development Environment
• System is no longer static
• Adaptable to the frequently changing set
of requirements from the customer
• Ability to make enhancements
proactively
Better User Experience
• Present customer with better user
experience
Better Data for Better Decision Making
• Record better data due to higher user
participation
• System-enforced data regulation
30. Impact = Success!!
• Battelle received a Exceptional rating in ALL
Contractor Performance Assessment Report
categories
• Increased Operational Availability
– Exceeded performance metrics
• Increased Logistics Response time
– Consistently more than 50% below performance metrics
• Reduced cost every year
*Reduced cost does not include increases in scope
31. Where do we go from here?
• Complete 7.5 migration
• Funds In / Funds Out
• Integrate other web collaboration software
to deliver custom dashboards in order to
provide real-time information to the client
• RulesManager based Configuration
Management
• Expand Relationships
• New Programs
• Add features not currently being utilized
• …To the Pub!
32. Questions?
Jason W Brock
CLS Asset Management Leader
Battelle
Cell: 540 270 8685
Brockj@battelle.org
Adam J. Scharfer
Manager of East Coast Operations
TRM
Office: 703-548-4285
adam.scharfer@trmnet.com
Notas del editor
due to customer restrictions on the procurement of IT assets, so a ‘lease’ was necessaryDo we want to mention TRM in the last bullet? Seems premature to put it here since we talk about not having TRM in the next slide.
Wanted to put a little more about us in there. I realize it’s a bit much but wanted to add more so there was something to be refined. Slogan – “If you want to execute business better, integrate better business practices, and have real-time visibility at your fingertips, we can help.”
Out of the Box Maximo, wanted no customization (customization wasn’t cost effective and outside local skillsets), but ended up with an unwieldy amount of configuration. Again, is talking about Rules premature here?
Emphasis on CBRN and how it leads multiple cloned apps, security groups, etc
e.g. vs. i.e.
Inefficient Reporting:Actuate reports would break due to large amount of groupsHad to resort to using Crystal Reports, which is not embedded into the Maximo platform nor robust enough to handle complex government readiness calculations.Hybrid of Actuate and Crystal reports, no single point of service. Different reporting format, broke certain embedded actions.Too many apps without enough controls caused inconsistencies within data sets
Continue to invest time and resources further configuring and creating additional workaroundsTell the customer to deal with it (always goes over well)*Search for a SaaS solution that also allows us to ensure good data is entered, reject bad data, provide better, more streamlined user experience without the need to modify or extend code.
Despite all this, we made it work. However, at the rate the system was growing / evolving, ……Flexible and responsible within the bounds of the contract
Obnoxious Celebratory Clipart
Only SaaS / RM solution on the marketIntegrations, training, eLearning, new implementations, upgrades, mobile, etc
This technology combined enabled the TRM team to deliver on Battelle’s changing requirements faster and more efficiently than any other provider, with built-in lifecycle configuration management of the Maximo system.
Found that they had 187 security groups. For roughly 195 users. Yes, ridiculous.They needed location level security, similar to storeroom security OOB. They ended up with a security group for EACH and EVERY location in one organization (44 locations).Excessive security group count broke reports, hence the prior need for Crystal
Environment is no longer static, and can now adapt to the frequently changing set of requirements from the customerAlso can make enhancements proactively to present customer with better user experience and record better data due to higher user participation system-enforced data regulation