Maximo Scheduler and

Scheduler Plus
Overview
Please Note:

IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at
IBM’s sole discretion.

Information regarding potential future products is intended to outline our general product direction and it should not
be relied on in making a purchasing decision.

The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to
deliver any material, code or functionality. Information about potential future products may not be incorporated into
any contract.

The development, release, and timing of any future features or functionality described for our products remains at
our sole discretion.

Performance is based on measurements and projections using standard IBM benchmarks in a controlled
environment. The actual throughput or performance that any user will experience will vary depending upon many
factors, including considerations such as the amount of multiprogramming in the user’s job stream, the I/O
configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an
individual user will achieve results similar to those stated here.

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Agenda
1) What is Maximo Scheduler and what does it offer today?

2) Advanced capabilities that were being requested by clients

3) Introduce Scheduler Plus

- What is Scheduler Plus and how is it delivered?
- Review use cases

4) Roadmap

5) Extending Maximo to Field Workforce Management

6) Why IBM Weather?

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Scheduler – embedded in Maximo
DOC Server
• Optional: clients may choose
not to use the optimization
capability and can skip the
iLog Required only for DOC installation during the
DOC Optimization install process

• Add-on product to
Maximo EAM, code
embedded in core
Maximo Scheduler Maximo therefore a
single install
• Requires a separate
license purchase
• Includes integration
adapter and optimization
engine and models
Maximo Asset Management

• 7.6.0.5 fix pack level

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Roles We Cater To With Scheduler

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Scheduler Pedigree

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Scheduler 7.6.x Delivery Timeline
New capabilities built on a New Asset/Location Port existing applications to
new technical foundation scheduling capabilities built the new technical foundation
• Repair Facility Capacity on a new technical foundation
Planning • Work Orders and PM • Graphical Scheduling
• Repair Facility forecasts viewed by • Graphical Assignment
Graphical Assignment asset/location hierarchy • Dispatch
• Graphical Crew
Core Maximo PM costing Management
• Includes Nested Job Multi-tenancy support
Plans
Usability enhancements
“Scheduler” application Usability enhancements • Multi-column sort, search,
name change • Improved Gantt tools and and filtering
• New name: “Graphical navigation • Multi-craft/skill display
Scheduling” • Undo / Redo
• Expand / Collapse
Usability enhancements • Much more….
• Improved Gantt tools
and navigation
Addressing RFEs during these releases

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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 the right qualifications are assigned to work with special requirements
• 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 larger 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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Introducing – Scheduler Plus!
Advanced work management solution, built on top of Maximo Scheduler

Appointment booking
• Make customer appointments within a schedule window
• Customer notifications – cancel / reschedule

Dynamic dispatching
• Auto refresh, re-optimization based on real-time progress
• Incorporate real-time traffic conditions

Weather integration
• Incorporate weather data into planning/scheduling and dispatching
• Weather alerts / notifications

Managing complex projects

• Model complex work order network dependencies
• Highlight critical path, backward pass, % complete

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Scheduler Plus – also embedded in Maximo

• Advanced work
management solution

• Add-on product to
Maximo Scheduler, code
embedded in core
Maximo therefore still a
single install

• On-prem and via SaaS

• Requires a separate
license purchase

• Includes the
optimization models

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Now catering to the Customer Service Representative too

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 Release 1
Managing Complex Network Dependencies

Use Case -

While planning a plant shutdown 100s

to 1000s of tasks need to be
completed in a specific order. Work
order 1 must be completed before
work order 2 can start.
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.
The planner 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.
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 Release 2

Managing Projects

Use Case –

Joe, the Planner, is managing a turnaround at an oil exploration site.

Using the Pert Chart view in Scheduler Plus, he reviews all the work orders
created for the project and updates the dependencies.

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.

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 Release 1

Appointment Booking
Use 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 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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 Release 1

Using Weather w/ Appointment Booking

Use Case –

John calls his local utility provider to request service.

Liz, the customer service representative, determines that this will be a half
day job that requires both indoor and outdoor work. She looks up available
appointment slots.

System Administrator has set up Scheduler Plus to visualize 10 days of basic

weather forecast in all views that contain a geo code (asset/location). From
this data, the system determines that Wednesday and Thursday mornings
have the lowest probability of precipitation at John’s home location.

Liz and John book Wednesday morning.

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 Release 1
Weather Integration (Graphical Scheduling)

Use Case -

Joe, the Planner, configures the

information that he wishes to see on his
schedules for current, daily and hourly
weather.

He looks at a 2 week rolling schedule and

decides to filter down to work orders on
assets that could be affected by weather.
He uses the tool tip on each row to see
the formatted weather forecast for each
asset on its scheduled date.

From the daily forecast view, he elects to open the hourly view for the duration of the work. He feels confident that the crew can
travel to, perform the required work, and return back without an adverse weather impact.

Joe now approves the work and commits the scheduled dates.

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 Release 1
Weather Integration (Graphical Assignment)

Use Case -

Joe, the Planner, configures the information that users want to see on their
schedule for things like current, daily, and hourly weather.

Fred, the Supervisor, looks at tomorrow’s schedule and reviews work on

assets that could be affected by weather. He uses the tool tip on each row to
see the formatted weather forecast for each asset on its scheduled date.

After looking at the hourly view for the duration of the work, he feels
confident that the crews can travel to, perform the required work, and return
back without an adverse weather impact.

Fred now assigns the work and is ready for the morning crew meeting.

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 Release 2
Weather Impact on Assets
Use Case –

Joe, the Planner, is responsible for equipment that is affected by weather. In

Maximo, Joe has set up a job plan effected by key weather parameters with
no go or alternate job plan that considers the weather condition.

For a planned cell tower maintenance, high wind and storm conditions
should be avoided when possible. Lightning must be strictly avoided.

Scheduler Plus will search for Work Orders with this job plan and either
reschedule the work for no go conditions or change to the alternate job plan.

When Joe optimizes the schedule, weather is included as a constraining

factor along with schedule windows and priority.

The new plan Joe publishes now includes critical information that can lead to
safer, more efficient operations.
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 Release 3
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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 Release 3
Weather Informed Dispatching

Use Case -

Crew1 has finished cleaning the storm drains in county Sector A.

They begin to proceed North to Sector B to work on the next job,
but they and Frank, the dispatcher, receive alert notifications
that Sector B is at risk of a tornado.

Frank sees the updated map and re-routes them South where
they can service assets near the vehicle depot and head to safety
if needed.

The tornado has created new emergent work and has impacted
travel conditions. Additionally, planned work in Sector B must be
rescheduled as well. Scheduler Plus will merge all the work and
create street level routes based on this updated information.

The Crew will now avoid the damaged roads and be expedited to
priority work.

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 Scheduler Plus Scheduler
Roadmap
Weather impact on Assets / Locations
Weather − Asset configured to indicate when Dynamic Dispatching
− Configurable weather views weather will effect work to be done on − Auto refresh for improved tracking
− Enabled in Graphical Scheduling them of progress
and Graphical Assignment − Go or No Go criteria will adjust the dates − Re-optimization based on real-time
of work scheduled for the asset progress, including emergent work
Appointment Scheduling − Applying work requirements due to − Real-time road conditions and traffic
- Make customer appointments weather will allow scheduled work to − Continuous weather updates and
within a schedule window, see have Job Plan changed weather event notifications
tech availability, incorporate − Current day automatic escalations to − Everyplace template updates -
weather apply the assets configured weather weather
- Cancel, reschedule conditions
appointments Weather based assignments
Network dependencies (Phase 2) − Manual clearing of decks
Network dependencies (Phase 1) - Backward pass − Optimization – reschedule
- Link across WOs and - Highlight critical path planned and emergency
tasks - Pert chart
- Introduce % complete Enhanced resource availability
− WO outside schedule, shifts/breaks
Excel Export
Qualifications at WO & Task Level
Color code WO synonyms - Manual and Optimization PM display
− Constraint window
Tool tip in Graphical Scheduling – Weekly and Monthly planning buckets − Compare PM scenarios
resources required - Alternative resource availability input − Emergency template (ex. Weather
event activity)
Start time for PMs – in GS and in Performance
Performance
generated work orders

Notice: IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal at IBM’s sole discretion. Information regarding potential future
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
products ispurposes
informational intendedonly
to outline
and mayour
notgeneral productinto
be incorporated direction and it The
any contract. should not be relied
information on the on
newinproduct
makingisanot
purchasing decision.
a commitment, Theorinformation
promise, mentioned
legal obligation to deliverregarding potential
any material, code or
future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be
21 21
functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion. .
incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion.
Key Field Workforce Management Requirements

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

Support a Mobile Application User Experience with Mobile Work Flows

Weather Forecasts and real-time conditions which may effect work locations and field
assignments

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 Field Workforce Management with Maximo

Completion of Work Planning of Work

Anywhere Scheduler/Scheduler Plus
• Technician receives work • Forecast and schedule work
orders in the field • Incorporate weather data
• Provides real-time status • Optimization of work via resource
updates to dispatcher and the leveling or capacity planning
back-office
• Receives weather Maximo
alerts/notifications
Asset
Management

Mapping of Work Assignment of Work

Spatial/Anywhere/Plus Scheduler/Scheduler Plus
• Optimization of work route on an • Optimize resource assignment
Esri/Google/Bing map along with based on geolocation, craft, skill,
turn-by turn directions displayed weather
on a mobile device • Monitor work and adjust based on
• Incorporate real-time traffic real-time field progress
• Plan and schedule appointments
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I can see the value of weather but why YOUR Weather? I
see it for free on my browser?.

• More efficient work management with embedded weather data

• Because The Weather Company IS the Most Precise, Accurate & Timely Weather Source
Precision Accuracy Speed
100X Greater Rated Number One Forecast Updates
Coverage every 15 Minutes

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Questions

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