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Maximo Workflow Applications



A number of Maximo applications either directly or indirectly support Maximo Workflow..

Actions
Used to create and manage actions and action groups. Actions are associated with connection lines in a Workflow process and are triggered by the routing that moves a record from one node to another.

Communication Templates
Used to create and manage templates that Maximo uses when generating e-mail messages. Workflow uses communication templates for notifications.

Escalations

Used to create and manage escalation processes. An escalation is a mechanism that can monitor time sensitive records and key performance indicators (KPIs), which can take actions or send notifications when a record reaches a defined escalation point. Workflow can use escalations with task assignments.

Inbox/Assignments Setup

Used to configure the Workflow Inbox that appears on users Start Center.

People
Used to create and manage records for individuals who are listed on Maximo records in any capacity. Workflow uses person records when generating assignments and notifications.

Person Groups

Used to create and manage records for groups of individuals. Workflow uses person group records when generating assignments and notifications.

Roles
Used to create and manage records for roles. All roles resolve to a person, person group, or e-mail address. All Workflow assignments and notifications are made to roles.

Workflow Administration
Used to view and modify assignments and active instances of Workflow processes.

Workflow Designer
Used to create, view, and modify Workflow processes.

Workflow Inbox
Used to view and respond to Workflow assignments. A Workflow process routes assignments to a user’s Inbox.
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Maximo Workflow Purpose

Maximo Workflow provides a means of electronically reproducing your
business processes so that they can be applied to Maximo records. Using
Workflow to manage records lets you do the following:

• Consistently apply your business practices to Maximo records.
• Manage the movement of a record through a process from start to finish.
• Route a record and appropriate instructions to the appropriate individual(s)
so that they can act on it.
• Ensure that individuals act on records assigned to them in a timely manner.
• Guide users through their interaction with a record.
• Ensure that an audit trail exists for each record and process.
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Maximo Workflow Capabilities



Maximo Workflow is an integrated part of the Maximo software and includes
the following capabilities:

• Workflow processes and their supporting records are at the System level in Multisite, and therefore can be used for all Organizations and Sites. You can design processes or sub processes that are Organization or Site specific through the use of logical branching.
• You can create a Workflow process for any Maximo business object (MBO). Because all Maximo applications are associated with MBOs, you can build Workflow processes for any application, including cloned and custom applications.
• A record can be routed into a Workflow process automatically or manually.
• When a process task requires a user decision, Maximo can automatically assign the record to a role that resolves to a person group, person, or delegate (alternate) at runtime.
• Assignees can receive notifications of assignments in their Workflow
• Inbox, or via e-mail, eliminating the need for users to search for their assignments.
• You can specify a delegate when workers are unavailable.
• Workers or administrators can reassign Workflow tasks.
• Assignees can link from their Workflow Inbox directly to the assigned record.
• When a process requires user input, Maximo can display a dialog box with a menu of context appropriate options specified in the process.
• When a process requires user interaction, Maximo can direct a user to a specific application, tab, or action.
Maximo can automatically move a record through a step in a process if there is only a single choice of actions.
• You can define a time limit for completing a task, after which Maximo can escalate the record.
• You can specify at what point in a process Maximo should generate e-mail notifications.
• Workers or administrators can stop a process instance and remove a record from the control of Workflow.
• A Workflow process can run an executable program (batch file or .exe) stored on a local server in the Maximo directory.
• A Workflow can execute a custom JavaTM class.
• A Workflow process for one type of Service Desk record, for example a service request, can launch a process for another type of record, for example an incident.
• A Workflow process can contain sub-processes, for example, for different subcategories of records, or records from different Sites.
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Importance of Asset Data Analysis



For successful “Asset Maintenance & Reliability Management”, companies not only adopt many methodologies like RCM, TPM, CBM, etc. but they also leverage their asset related data to improve processes & performance. To make data driven informed decisions, companies require much more than just investment in the technology infrastructure they also require quality data consistently for trustworthy analysis. There are many challenges in achieving this...

Quality Data Preparation

• Multiple data sources with voluminous data
• Identification of good & bad data
• Need for reliable analysis
• Lack of data uniformity
• Data in non- reportable format
• Cleansing data manually
• Laborious quality data preparation
• Complex data validation

Advance Data Analytics

• Don’t know how to use data Can't leverage on data for analysis
• Asset health assessment
• Less asset availability
• Increased unplanned breakdown
• Lack of domain expertise & experience to analyze
• Unable to analyze & predict events critical to business operation

Managing Analytics Infrastructure


• Lack skilled & trained professionals
• Hiring full time resources
• Huge capital investment
• Lack expertise & experience
• Developing libraries from scratch
• Losing focus from core business functions
• Cost control

Asset Data Quality

• Asset data audit & quality Analysis
• Asset master data development
• Asset data dictionary development
• Asset data cleansing & validation
• Ongoing support

Data Analysis

• Problem Definition
• Data Availability Analysis vis-à-vis Analytics Feasibility Study
• Solution Modeling Using
• Solution Implementation
• Data gathering,
• Report development
• QA
• Result Analysis & Interpretation
• Report Preparation & Delivery
• Ongoing Model Effectiveness & Performance Monitoring


Statistical Modeling Techniques


• Weibull
• Monte Carlo
• Crow-AMSAA
• Pareto
• Croston
• Poisons
• Log Normal
• ARMA
• Exponential Smoothing
• ANOVA
• IR/Control Charts

Business Issues

• Identify underperforming Assets
• Identify equipment to be replaced
• Avoid unnecessary PMs
• Establish PM & failure relationship
• Identify unusual PM costs
• Monitor impact of strategy & process changes
• Determine future Maintenance cost for budgeting
• Finding equipment which have unusual # of failures
• Identifying most impactful failure causes on reliability
• Find optimum spare parts level

Ready to use models for


• Optimum PM Interval
• EOQ Calculator
• Forecast residual life of asset
• Predict TBF & MTTR
• Mean Residual Life of equipment
• Reliability Growth Models & Plots
• Repair Vs Replace Model
• Root Cause Analysis
• Spare Parts estimation Using Crow
• AMSAA Model
ABC Analysis
• Spare Parts Demand Estimation
• Proportional Hazard Model
• Failure data Analysis
• Competing risks using survival analysis
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Asset performance management



Asset performance management leverages cross-functional data from enterprise asset management and other related applications to enable organizations effectively manage their assets, processes and people.

Asset performance management
includes:

Manage Goals & Targets


• Increase Reliability & Availability of asset
• Optimize Asset Performance
• Reduce TCO
• Increase RONA

Monitor Strategies

• Create awareness & culture of RCM
• Leverage Asset related data efficiently
• Increase visibility of corporate goals & performance
• Built corporate culture of decision making based on comprehensive data analysis & use data analysis as an additional management tool

Perform advance statistical analysis based on…

• Large no o assets & Verity of asset classes
• Large volume of asset related data from disparate sources
• Built reporting repository for asset data
• Create Reporting & analytics framework for APM
• Construct statistical analysis & forecasting models

Make Results Visible

• Benchmarking & performance monitoring matrices
• Subject matter scorecards & dashboards
• Alerts for timely action
• Escalate problems
• Broadcast information vis-à-vis corporate asset performance goals
• Deliver reports & analysis to everyone involved in asset management
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Maximo Data Analysis & Reporting

Maximo collects extensive asset data that can be leveraged to signi­ficantly improve Asset Reliability and Maintenance. This data, if used properly, can provide valuable insights in making informed business decisions related to...

* Asset performance management
* Work management
* Preventive maintenance
* Asset risk analysis
* Planning & scheduling
* EHS compliance
* Inventory optimization
* Predictive maintenance
* Purchase management
* Costing & ­finance
* Failure analysis
* Reliability analysis



Challenges in Maximo Data Analysis

* Lack of time and Specialist technicians
* Combining Maximo data with other apps for reporting
* Keeping up with changing versions of Maximo & other software
* Ad-hoc reporting capabilities & uni­ted data access
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