Cloud Summit at Maximo World

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Find Projetech in the #SaaSLounge located at booth #337!

Tuesday Sessions | Room: Asia 2

Steven Shull


Tyler Caldwell


[2:15 PM] Best Practices for Securing Maximo

Learning Takeaways:

  • Best Practice Security within the Maximo
  • Infrastructure security best practices around Maximo
  • Administrative control around Maximo
  • Monitoring and alerting for Maximo

Maximo comes with a lot of great security controls, but most are not implemented. All the changes we’ll discuss require minimal effort to implement and have extremely low or no performance impact on your system.  We’ll discuss the changes in full detail, including why you should implement the control, related changes that you may need/want to make, and what versions of Maximo you can implement these on (you don’t have to be on the latest version for most of these changes!). Some examples are secured attachments, preventing unauthenticated web services, and better security around integration accounts. Along with securing the Maximo application, you must also secure the Maximo environment.  Securing the Application Server through the implementation of role-based access control, policy-based network access, and enforcing SSL communications greatly minimizes its attack surface. With these controls in place and the use of system performance and event monitoring, you can implement your Maximo environment with a defense in depth security approach and provide industry security best practices for your Maximo users. To round out the security approach for Maximo is the administrative controls.  The administrative controls include Change Management, Monitoring of IBM Advisories Communications, and Policies and Procedures around daily usage.

Julie Shaw


Chris Winston


[3:15 PM] Top Ten Maximo Easter Eggs

Learning Takeaways:

  • How it can be exposed in your Maximo environment
  • Clarification on it being configuration or customization (to address upgrade concerns)
  • Estimate on degree of effort required to complete the change

An Easter Egg is a hidden joke, message or feature that can lead us on a hunt for something special. Well, it’s no joke. Maximo is riddled with functionality that is available to all, yet only seasoned subject matter experts have uncovered. Some are even hidden in wide open places. This session will introduce the Maximo user to some of the new and long-time favorite prizes of Maximo pros. From templates for simplifying record creation and maintenance, or classifications for streamlining searches, to creating better key performance indicators for targeted business processes, Maximo provides a basketful of efficiency tools. You just need to know where to look. Attendees will take away some targeted tools to use in their own system along with a better sense of how to make Maximo features work for them and their companies.

Wednesday Sessions | Room: Asia 2

Nancy Hood

Catalina Marketing

Jennifer Gatza


[10:00 AM ] Using Maximo in the Cloud to Manage a Global Supply Chain

Learning Takeaways:

  • Managing life-cycle of business-critical rotating assets maintained by third-party vendors
  • Making repair/replace decisions based on Maximo asset data
  • Managing multiple system integrations in the cloud

Catalina maintains a global network of 450,000 assets that are operated and maintained by multiple third-party field service and repair vendors. We will demonstrate how we have used Maximo to achieve substantial cost savings in a global asset management program, and how deploying to the cloud has been instrumental to the timeliness and accuracy of critical asset data. We use repair details and asset movement updates to drive repair vs. replace decisions, optimize vendor inventories, and reduce time spent on asset receiving, tracking and repair by over 75%.

Kiley Chase

Intermountain Power Services Corp.

Alex Walter

A3J Group

[11:00 AM] Learn the Whys on IPSC's Decision to Use Maximo Plus+ as Their Go-To Solution for On-Premise Maximo

Learning Takeaways:

  • The features of Maximo Plus are robust and some are very accessible for our immediate needs
  • As we continue our long term goals, many of the remote features will help alleviate internal costs
  • We continue to learn more about what is offered and look forward to possibly implementing these different options into our goals

In 2017, Intermountain Power Services Corp made the switch from static to cloud based licensing by way of Maximo Plus. The switch helped resolve a licensing compliance issue and also opened up the suite of cloud based features designed to help reduce overhead and increase productivity. In addition to the Maximo Plus monitoring feature, IPSC is continuing to explore new ways in which the convenience of cloud based technology can help them achieve their current and future initiatives.

TiLiAnne Tanner

Sonoma County Water Agency

Rich Minnigh


[1:00 PM] Sonoma Water’s Maximo Journey from Local to Hosted then into to the Cloud

Learning Takeaways:

  • Explain the reasons behind the decisions that took them on this wide ranged and whitecap filled technical journey
  • As businesses processes and staffing took sharp turns quickly, their CMMS requirements had to blaze new trails
  • After recurrent staff changes, and system knowledge leaving through the valleys of retirement, the flight to a cloud-based environment made the most sense.

Sonoma Water currently uses MAXIMO 7.6 as its computerized maintenance management system (CMMS). They started with Maximo 3.0 on an in-house Oracle system in 1996. After periodic upgrades, they leapt from the in house Maximo 4.1 to 7.1 and hosted off site in 2010. They migrated from Oracle to SQL in 2016. Most recently they flew to the Cloud based Software as a Service (SaaS) approach in 2018. With SaaS, Sonoma Water can now stay current with technology, leverage dedicated up-to-date Maximo support expertise, and rely on the 24/7/365 Maximo system availability without worry about their in-house IT familiarity, availability, or resources, and feel well-grounded on that proverbial cloud.

Thursday Sessions | Room: Asia 2

Kelli Braunbach

Wake County Government-GSA

Rob Radcliff

Wake County Government-GSA

[10:00 AM] How WC-GSA Improved Historical Data and License Compliance as a Result of Migrating to MaaS

Learning Takeaways:

  • Overcoming obstacles with organizational acceptance
  • Accessibility of current and legacy data
  • System Oversight

Wake County General Services Administration (GSA) is located in Raleigh, North Carolina and manages Wake County-owned and -leased facilities, the Wake County fleet, provides criminal justice support and support a number of general government business units.   Wake County GSA has been using Maximo for 27 years and recently upgraded their system and migrated to the cloud utilizing Cohesive's Maximo hosting service.  In addition to the benefits experienced to-date, Wake's story includes sharing how they overcame challenges with their ability to have access to and maintain historical data as they considered moving to the cloud - a common set of challenges shared by many government entities.  In addition, Wake will describe how moving to the cloud has helped them maintain IBM Maximo license compliance - a topic almost every Maximo customer will be interested to learn more about.

Mark Eaton


Rob Powell


Jay Chancey


[11:00 AM] Maximo for Aviation Is Ready for Airline Operators

Learning Takeaways:

  • Aircraft are extremely complex assets.  Operator maintenance requirements are specific to airframe, powerplant and components, with configuration management rules varying based on model and modification status.  To notch things up a bit, combine those complexities with the reality that aircraft are moving assets, each with unique damage and repair history, creating logistical maintenance challenges.  We will discuss key functions Maximo for Aviation provides, as well as tweaks made by the project team, to improve efficiency and ensure compliance with regulatory requirements and safe operations.
  • Keeping current is important!  Making massive leaps during an upgrade project means more change to manage.   We will spend time discussing the importance of staying current and provide some best practices for keeping your application upgradable.
  • The Maximo for Aviation product is ready for prime time!  This project focused on the specific challenges of air carriers.  IBM played a key role by implementing key functionality specific to operators.  Projetech and EDI invested heavily as well to bring this solution to market.  We will end with some discussion on the importance of the collaboration between the airline, IBM, Projetech and EDI to bring this project to success.

A Midwest regional air carrier for both Delta and American Airlines has been using Maximo 6.1 with the original, separate, Maximo Aircraft Configuration Management system since its launch to track all aircraft and component maintenance activities. In 2016, the airline engaged with Projetech, Electronic Data Inc and IBM to upgrade their Maximo system to the current version of Maximo for Aviation. This upgrade project will culminate in the summer of 2019 and will deliver massive improvements in the airlines' ability to manage all aspects of the airline’s maintenance requirements as dictated by Federal Aviation Regulations section 121, covering passenger carrier airline operators. Projetech has powered the airlines Maximo system as a cloud service since 2011. Projetech partnered with EDI to configure the MfA solution for the airline and to build migration processes to transform data from the legacy Maximo + CM systems to keep system downtime to a minimum since Maximo is listed on the airlines’ Operating Specification as a mission-critical system. IBM developed Maximo for Aviation specifically to meet the needs of the aviation industry and has played a key role in this project by developing solutions to requirements specific to aircraft operators into the MfA product. The Maximo for Aviation product is positioned to meet the needs of OEMs, MRO’s and aircraft operators alike.

Adam Olson

Duke Energy Renewables

Gene Motolo

Duke Energy Renewables

[1:00 PM] How Duke Energy Renewables Utilizes Maximo Inspections to Meet Critical Data Collection Requirements

Learning Takeaways:

  • Building a mobile form for field technicians to use to capture inspections results and photographs.
  • Ability to use a complex custom BIRT report that uses Maximo APIs to pull in the correct DocLinks photos along with inspection results.
  • Ability to perform scheduled and on the fly inspections/ observations.

Duke Energy Renewables needed a comprehensive and efficientway for their mobile field technicians to perform inspections and observations andcapture data while at remote locations across the United States.  Duke, along with their Maximo businesspartners (Projetech and InterPro), designed mobile inspection forms and reportsto meet various business needs.  DukeEnergy Renewables has utilized the Maximo and Mobile inspection tools for Endof Warranty inspections, Regular Maintenances, Vehicle inspections, Qualityobservations, and other business solutions.

The reporting from our Inspections works with Maximo API'sand contains some complex coding to associate photos taken in the field withthe correct wind turbine and solar assets. The result is a full-featuredsolution which uses Maximo and a 3rd party mobile application to extend ourMaximo Inspection capabilities.  As aresult, Duke can significantly reduce man hours, improve data collection, andbetter utilize the data that is collected electronically.

Tonie Opara

NARL Refining

[2:00 PM] Reorganized, Consolidated & Mobilized the Taking of Operator Rounds' Readings

Learning Takeaways:

  • Integration of CM Points and Job Plans for Readings
  • Automation on Report Generation
  • Minor configuration modifications to make to supplement and extend reading download capabilities – that will be supported through upgrades

Imagine the number of readings that need to be taken on a frequent basis (weekly, daily, twice a day, etc.), being taken in spreadsheets and word documents, and often documented only on paper.  Yes, Work and Excel are used to standardize what is taken, but often, the data does not get back into the sheet. ~125 spreadsheets and 10 word docs, that identify readings to be taken across a little under 5000 locations. Since the spreadsheets call for different readings and even different types (numeric as well as text), it then becomes a little more complex. Sheets need to be organized so that readings in the same area can be taken together, but they were not. But they could be in Maximo; and now they are. Over 20,000 measurements from over 7,000 pm’s that cover all the different requirements, are now generated, and readings found are entered into Maximo from the field, via tablet. The mobile application on the tablets organize the readings by Area and Job, and consolidate the readings so that dissimilar readings can be taken at the same time, at a specific location. Each reading is associated with a Condition Monitoring point, so the readings are stored, and an application alteration allows us to easily query and download readings from multiple measurement points, locations, or other combinations. As we worked to align the data for use in Maximo, we also found updates to make such as locations not yet entered into Maximo, which were updated. Reporting was also automated to both run and be delivered to distribution lists of key personnel, to close the loop.