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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
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
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
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)
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)
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)
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)
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)
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.
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
The Selection
Selected TRM because of its Maximo SaaS
    powered by RulesManager solution
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
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
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
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
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
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
Examples
LRT Start / Stop

PM WO = Start/ Stop     CM WO = LRT Start/ LRT Stop
Enforce labor accountability by requiring at least one
                 labor line per WO
Authorized Users Tab
WO Rejection Process
WO Rejection Process
Reject Work Order
Download restriction
Mass Update
Mass Update
Mass Update
Mass Update
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
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!
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

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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
  • 11. The Selection Selected TRM because of its Maximo SaaS powered by RulesManager solution
  • 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
  • 19. LRT Start / Stop PM WO = Start/ Stop CM WO = LRT Start/ LRT Stop
  • 20. Enforce labor accountability by requiring at least one labor line per WO
  • 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

  1. 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.
  2. 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.”
  3. 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?
  4. Emphasis on CBRN and how it leads multiple cloned apps, security groups, etc
  5. e.g. vs. i.e.
  6. 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
  7. 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.
  8. 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
  9. Obnoxious Celebratory Clipart
  10. Only SaaS / RM solution on the marketIntegrations, training, eLearning, new implementations, upgrades, mobile, etc
  11. 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.
  12. 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
  13. Asset, Locations, Inventory, WO, PurchasingScreenshot?
  14. Client happier
  15. 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