Maximo Upgrade Assessment - Total Resource Management

Maximo ® 6 Upgrade – Assessment ServiceEDUCATE v ASSESS v VALIDATE v DOCUMENT v ADVISEwww.trmnet.comTotal Resource Management has been helping clients betteruse Maximo for over a decade. We have the expertise tohelp you upgrade versions, migrate, consolidate instances,and integrate with other systems. Our clients are assetintensive,complex and span industries from the Departmentof Defense to civilian Federal agencies; from state andlocal entities to utilities, energy and natural resources; andfrom manufacturing to retail.What We Do To Help You Get StartedSince upgrading to Maximo 6 is a relatively challenging ITinitiative that involves several business functions, changesto business processes and comprehensive IT requirements,many of our clients want to know the scope of the project.TRM offers a complete assessment service for upgrading toMaximo 6.This assessment typically consists of the following activities.TRM will• Provide an overview of the new features of Maximo 6and options for your organization• Review existing business processes and recommendimprovements based on industry best practices• Identify new features of Maximo 6 that will need to beimplemented• Assess your current security configurations and assistwith the development of a Maximo 6 security plan• Assess current application configurations includingscreen changes, rules, custom triggers and custominterfaces to identify and document potential issuesthat could surface during the upgrade process andensure all required configurations will be migrated anddocumentedOne of the Largest Water WholesalersAn Upgrade StoryTRM supported one of the largest water wholesalers in theU.S. as they migrated from Maximo 5.2 to 6.2. We evaluatedtheir existing business processes and explained and identifiednew features of Maximo 6 that could be used. We thenmade recommendations about how they could improve theirbusiness processes using industry best practices and howthe technology should be implemented to support theseprocesses.For the actual upgrade, TRM addressed:• Actuate reports• Screen updates• Database configurations• User training (system administrator, Maximoadministrator and end-user)The upgrade was completed in their lab environment withdetailed documentation and upgrade plan. The entireproduction environment was upgraded using only a sixhourdowntime window. TRM successfully upgraded thedevelopment, staging and production environments. Theentire project was completed in just under two months.Each upgrade comes with its own unique challenges. Duringthis project for example, TRM had to write custom SQL scriptsto remove inconsistencies in the legacy database in order forthe upgrade tool to run. Also, during the upgrade TRM foundissues with the upgrade tool and the Actuate installer. TRMpartnered with IBM and resolved the issues.

Maximo ® 6 Upgrade – Assessment ServiceEDUCATE v ASSESS v VALIDATE vDOCUMENT vADVISE• Validate the data integrity of your existing Maximodatabase and make recommendations for improvementsto facilitate the upgrade process• Provide feedback and make recommendations on theimplementation plan and strategy• Design a continuous improvement programHow We Do ItTRM uses a standard methodology to capture information,make determinations and work with the client team onthe plan going forward. We provide a roadmap for themigration (the “to-be” state).TRM consultants gain an understanding of your systemby using standard consulting data calls (phone, emailand conferences) and typically will conduct an onsiteassessment.Additionally, TRM consultants will review a database exportof your database or create an environment where a seriesof scripts can be run. These create objects and statisticsthat are used for data validation.TRM Maximo Consultants also assess and review yourexisting business processes. We typically perform thebusiness process review in the form of a three-to-four dayonsite workshop. Prior to the workshop, TRM will reviewyour existing processes and current design documentation.We will then develop an agenda and work with you todetermine the right personnel for the onsite workshop.The workshop enables our consultants to team with yourorganization to determine the desired business processesand how Maximo can support these business processes.We then document the new requirements in a TRMFunctional Requirements and Design Specification (FRDS)document and validate how our clients will proceed withthe Maximo 6 upgrade.4. Gain an understanding of the infrastructure5. Assess data and reports that will be migrated toMaximo 6Inherent in each task is skilled project managementexpertise which enables strict control of costs and schedulesand facilitation of project review meetings (focusing onteamwork and client coordination).What We ProvideTRM Maximo consultants will provide:• Upgrade assessment documents that will summarizethe findings and recommendations• Templates for documenting configurations of your:○○System○○Site○○Organization○○SecurityThese deliverables will provide information about areasthat need improvement and options for various approachesfor the implementation and ongoing improvements whereapplicable.About Total Resource ManagementTotal Resource Management (TRM) is focused on improvingthe asset and operational performance of organizationsthrough the effective use of information technologies.TRM is an IBM Premier Business Partner with over fifteenyears; experience delivering asset and service managementsolutions based upon IBM Maximo. TRM supports clientsacross a wide range of industries, including government,defense, cities, facilities, energy, utilities, transportation andlife sciences. TRM is based in Alexandria, Virginia and hasbusiness centers across the U.S. For more information, visitwww.trmnet.com or call 703-548-4285.www.trmnet.comDuring this assessment, TRM will:1. Conduct a high-level review of the existing Maximosystem2. Review as-is business processes3. Gain an understanding of desired modules andfunctionality that will be used in the Maximo 6upgradeTRM HEADQUARTERS 510 King Street, Suite 200, Alexandria, VA 22314 Phone: 877-548-5100 (toll-free) or 703-548-4285 Fax: 703-548-3641Maximo ® is a registered trademark of IBM.