Upon completion of the workshop, participants will have acquired knowledge and
information about the following aspects of the Maximo Enterprise Suite:
Architecture and Components
- System Platforms and Components
- Architecture Details
- Integration Capabilities
- Deployment Capabilities
Processes
- Asset Management - Create, Locate, Track, Maintain, Optimize
- Inventory Management - Catalogue, Balances, Issue, Analyze
- Procurement - Contract, Purchase, Receive and Invoice
- Work Management - Plan, Schedule, Execute and Complete
Additional Applications and Topics
- ITSM/ITAM Capabilities
- Escalation and Communication
- Supporting Applications (People, Crafts, Qualifications, Tools)
This workshop is intended for current or future Maximo users, administrators or
managers who wish to gain a clearer understanding of the functions and capabilities
of MXES. Specific user categories could be: super or power users, system administrators,
maintenance managers, maintenance planners/schedulers, materials managers, purchasers,
implementation project managers, reliability/system/maintenance engineers and IT asset
managers and supervisors.
The workshop is conducted in a computer lab where each participant is given dedicated use
of a workstation for the duration of the class. The course is comprised of presentations,
examples, demonstrations and hands-on exercises. Participants are encouraged to address
current asset, maintenance and materials management issues during the class.
The course is divided into sequenced modules, each one building upon the last. This
organized structure allows for concepts, capabilities and processes to build up from
simplified components into an integrated model. These modules are:
Module 1: MXES Orientation - This module introduces and explains the
architecture, capabilities and design elements of MXES. It also provides an introduction
to system usage, navigation and querying.
Module 2: Asset Management - This module examines the components
utilized for Asset Management including the Asset, Location, Preventive and Condition
Maintenance applications. Generalized practices around asset management, both physical
and IT, are presented, and records are created here for use throughout the course.
Module 3: Work and Service Management - This module focuses on how the
complete work management process (Identify, Plan, Schedule, Assign, Complete and Analyze)
is executed and supported by MXES. The following key transactions and processes are presented:
- Identification of work and maintenance requirements using work requests and work order tracking applications
- Planning, scheduling and approving work
- Completion of work orders
- Review and analysis of asset work history
- Processing service requests
Module 4: Inventory, Materials, Services and Tools Management – The use
of the Item and Inventory applications for catalogue and inventory management to support
procurement and materials management strategies is the focus of this module. Key
transactions and processes presented are:
- Storeroom creation
- Use and maintenance of Item, Service and Tool Master lists
- Inventory and tool management
- Issues, transfers and returns
- Inventory reorder process
- Use of the Desktop Requisitions application for material requests
Module 5: Procurement – The Maximo Enterprise Suite offers expanded
capabilities to support a complete Procure-to-Pay process. This module examines the
process and the supporting applications including:
- Illustration of a typical Procure-To-Pay process
- Overview of Contracts and Terms and Conditions
- Creation and approval of purchase requisitions
- Creation and approval of purchase orders
- Receiving materials and services
- Invoice processing
Module 6: Supporting Applications and Advanced Topics – The final module of the course
covers additional applications used for data set up and configuration as well as multi-site
considerations with MXES, including the use of sets. Applications covered include:
- Companies
- Labor, Crafts and Qualifications
- People and People Groups
- Escalations and Communication Templates
- Domains, Calendars and Sets