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Test C2010-651: Fundamentals of Applying Maximo Asset Management Solutions V3

Section 1:Current Architecture and Environment

  1. Given the details of the customer's current environment, analyze the technical architecture including networking, hardware, software and security and the customers' implementation preferences so that all aspects of the client infrastructure and proposed usage are understood and an architecture plan is developed.
    With emphasis on performing the following tasks:

    1. Determine how Enterprise Asset Management is currently being performed and identify the maintenance methodologies are in place.

      1. reliability centered maintenance?

      2. failure mode and effects analysis?

      3. ISO standards?

      4. Six Sigma?

      5. total productive maintenance?

    2. Determine the number of concurrent users.

    3. Determine the number of assets being managed and current work volume.

    4. Determine the existing reporting requirements, scheduling, and workload.

      1. Determine the number of proposed reports and level of tailoring required.

    5. Determine which operating systems are being used.

    6. Determine which 3rd party products are in use (database, application servers, reporting, etc) and can be used in the Maximo environment.

      1. Determine the number of external interfaces.

    7. Determine which authentication and security protocols are in use.

      1. Determine the authentication method and security protocols, i.e. LDAP or MAXIMO.

    8. Determine the administration workstation and its hardware.

    9. Determine size of environment (servers, locations, etc).

      1. Determine the number and type of proposed users.

    10. Determine the customer's technology preferences.

      1. Are they a .NET environment?

      2. Hosted preference - Cloud solution or in-house hardware.

      3. Determine the available server hardware.

      4. J2EE experience

      5. In-house Java skills

      6. Database / Web server experience / preference

      7. Report writing experience (BIRT and COGNOS)

    11. Determine if high business continuity is needed, i.e. disaster recovery.

      1. Determine if high availability is needed, i.e. clustering and load balancing.

Section 2:Business Drivers

  1. Given the need to have knowledge of Enterprise Asset Management (EAM), describe the maintenance concepts of EAM so that the EAM concepts have been defined.
    With emphasis on performing the following tasks:

    1. Concepts of EAM:EAM is a business paradigm that integrates strategic planning with operations, maintenance and capital investment decision-making. On the operations side, EAM caters to increased efficiencies of all assets including inventory, regulatory compliance and human resources by combining the salient goals of investment, maintenance, repair and operations management. Simultaneously, EAM addresses business challenges that include productivity enhancement, maximizing asset life cycle, minimizing total cost of ownership, and support of the technology and supply chain infrastructure.
      Competitive pressures force organizations to minimize asset total cost of ownership and streamline their asset management operations; these typically involve myriad activities ranging from inventory, parts and labor management to contracts and vendor management for new works. As downtimes become increasingly expensive, both in terms of lost production capacity and unfavorable publicity, organizations are compelled to maximize their asset productive life cycles via optimal maintenance programs. Asset registers, risk registers, work planning and scheduling, life cycle costing and systematic methods for problem identification, root cause analysis and continuous improvement are increasingly seen as prerequisites for a robust asset management system. By providing a platform for connecting people, processes, assets, industry-based knowledge and decision support capabilities based on quality information, EAM provides a holistic view of an organization's asset base, enabling managers to control and optimize their operations for quality and efficiency.
      EAM packages offer a wide range of capabilities and cover a correspondingly wide range of prices. A typical package deals with some or all of the following:

      1. Work Orders: Scheduling jobs, assigning personnel, reserving materials, recording costs, and tracking relevant information such as the cause of the problem (if any), downtime involved (if any), and recommendations for future action

      2. Preventive maintenance (PM): Keeping track of PM inspections and jobs, including step-by-step instructions or checklists, lists of materials required, and other pertinent details. Typically, the CMMS schedules PM jobs automatically based on schedules and/or meter readings. Different software packages use different techniques for reporting when a job should be performed.

      3. Asset management: Recording data about equipment and property including specifications, warranty information, service contracts, spare parts, purchase date, expected lifetime, and anything else that might be of help to management or maintenance workers.

      4. Inventory control: Management of spare parts, tools, and other materials including the reservation of materials for particular jobs, recording where materials are stored, determining when more materials should be purchased, tracking shipment receipts, and taking inventory.

      5. Safety: Management of permits and other documentation required for the processing of safety requirements. These safety requirements can include lockout-tag out, confined space, foreign material exclusion, electrical safety, and others.

  2. Given the need to have knowledge of EAM, describe business benefits that an EAM solution brings to the enterprise, and the various solutions available in the EAM domain so that the EAM business benefits have been defined.
    With emphasis on performing the following tasks:

    1. EAM helps maximize return on assets, and develop comprehensive programs for preventive, predictive, routine, and unplanned maintenance. Together, these programs contribute to organization goals of reducing costs and increasing asset uptime. Following are the key benefits of EAM:

      1. Improve return on assets.

      2. Decrease costs and risk.

      3. Increase productivity.

      4. Improve asset-related decision making.

      5. Increase asset service delivery responsiveness and revenue.

      6. Facilitate regulatory compliance efforts.

      7. Lower total cost of ownership.

      8. Improve use and performance.

      9. Extend asset life.

      10. Increase labor efficiency and reduce overtime.

      11. Implement effective equipment-based maintenance schedules to reduce downtime.

      12. Manage Work Order processes to ensure on-time delivery.

      13. Reduce maintenance-related inventory levels for increased savings.

      14. Model various scenarios to determine optimum asset levels and drive decision making.

      15. Track information to improve the ability to collect on warranty claims.

      16. Database structure and hierarchy

      17. Preventive maintenance scheduling

      18. Cost accumulation and tracking

      19. Inception recording and tracking

      20. Standard and exception reporting

      21. Maintenance administration

      22. Predictive maintenance analysis

      23. Maintenance alternatives analysis

      24. Physical asset risk management

      25. Reliability-centered maintenance

      26. Root cause analysis

      27. Financial cost/life analysis

      28. Technical document change management

      29. Strategic usage analysis

      30. Strategic planning for asset management

  3. Given the need to have knowledge of EAM, describe the features in Maximo that contribute to ROI on EAM solutions and the factors that affect the cost and duration of implementing an EAM solution brings to the enterprise, and the various solutions available in the EAM domain so that the EAM business benefits have been defined.
    With emphasis on performing the following tasks:

    1. Features of EAM

      1. Improved warehouse productivity

      2. Support for Sarbanes-Oxley compliance

      3. Improved regulatory/safety compliance

      4. More accurate data for improved decision making

      5. Improved work planning/coordination

      6. Sales growth through improved service

    2. Describe the factors that affect the cost and duration of implementation of an EAM solution.

      1. Factors the influence implementation time:

      2. Size of the organization

      3. Maintenance process maturity

      4. Modules and add-ons to be implemented

      5. Strength of IT organization

      6. Number of users

      7. Proficiency of users with computer systems

  4. Given knowledge of EAM, describe key differentiators between EAM products so that the key differentiators of EAM products have been defined.
    With emphasis on performing the following tasks:

    1. Key differentiators for products within the EAM marketplace include:

      1. Configurability of the applications (ability to add fields, modify screens, control business logic, etc)

      2. Technology architecture (Web based applications, databases supported, scalability, etc)

      3. Flexibility to support multiple asset types (production, facilities, fleet, IT, etc)

      4. Placement and ranking by industry analysts (Gartner, etc)

  5. Given knowledge of the IBM Tivoli product suite, describe the Asset Management family of products and relate their functionality to customer business cases so that the customer is advised which IBM Tivoli product or products best meet customer requirements.
    With emphasis on performing the following tasks:

    1. Have an Understanding of the features and functions of:

      1. Maximo Asset Management Maximo Asset Management software unifies comprehensive asset life cycle and maintenance management on a single platform.
        This asset management software provides insight for all of your enterprise assets, their conditions and work processes, for better planning and control. Manages asset deployment, specifications, monitoring, calibration, costing and tracking from a single system.
        Provides enterprise asset management software for long and short-term planning, preventive, reactive and condition-based maintenance, schedule management, resource optimization and key performance indicators.
        Plans inventory to meet maintenance demand, making the right parts available at the right location when needed.
        Manages vendor contracts with comprehensive support for purchase, lease, rental, warranty, rate, master, blanket, and user-defined contracts.

      2. Smart Cloud Control Desk Service Request Management:
        Minimize service disruptions through an efficient Service Desk that handles service requests, problems and incidents.
        Email Listener - Efficiently process inbound emails into service requests.
        Chat Capability - Enable service desk agents to communicate through Lotus Sametime, MS- Office Communicator, Google Talk, Jabber for efficient and quicker request fulfillment. Built-in searchable solutions knowledge base - Shorten time to resolve incidents through access to solutions for specific service requests.
        IT Asset Lifecycle Management :
        Reduce likelihood of overbuying software licenses as well as fines due to under-licensing; Reduce time, cost, and risk associated with compliance audits.
        Up-to-date, proactively managed authorized repository of assets-Gain deep visibility across the enterprise into assets owned, where they are located, maintenance details, corporate compliance.
        Track and control all hardware assets installations, moves, additions and changes (IMAC).
        Accurate inventory of deployed software - Automated license tracking to meet compliance requirements.
        Reduce time, cost and risk associated with compliance audits.
        Manage a complete view of software entitlements across the enterprise.
        Change, Configuration and, Release Management :
        Reduce business risk, ensure integrity by using advanced impact analysis and defining automated change procedures.
        Track and record changes across the organization:
        Manage desired states of CIs, application, and service. configurations to validate compliance with internal and external policies.
        Service Catalog:
        Provide Self help and a rich catalog of Services to help end users solve their own problems.
        Publish a searchable list of available services - Improve service levels and employee productivity by providing a list of services available to them; Help shorten time to find services by allowing a search of catalog for available services.

      3. Tivoli Service Automation Manager Automate requesting, deployment, monitoring, and management of cloud computing services.Enables users to request, deploy, monitor and manage cloud computing services. It also provides traceable approvals and processes.
        A structure built upon Tivoli's service management platform, leveraging existing investments in service management capabilities.

      4. IBM Tivoli Monitoring Help you optimize IT infrastructure performance and availability.
        Use this system monitoring software to manage operating systems, databases and servers in distributed and host environments.
        Detects and recovers potential problems in essential system resources automatically. Helps ensure IT resources and staff are operating efficiently and effectively, when combined with composite application, event, network and service-level management solutions from IBM Tivoli.

      5. IBM Tivoli Usage and Accounting Manager Accurately assesses shared computing resource usage.
        Understand your costs and track, allocate and invoice by department, user and many additional criteria.
        Delivers detailed information and reports about the intricate use of shared resources while masking the underlying complexity.
        Transforms raw IT data into business information for cost allocation that spans business units, cost centers, applications, and users.

      6. TRIRIGA Facility Management IBM TRIRIGA delivers facility management software to improve facility planning and increase facility utilization. IBM TRIRIGA facility management software identifies under-utilized facilities, simplifies strategic facility planning, and streamlines move planning and implementation.

    2. Determine which IBM Tivoli product or products best meet customer requirement .

  6. Given a list of key decision makers, interview key decision makers and compile the customer's Asset Management requirements so that a document is created containing the customer's business and desired asset management objects, goals, and current pains.
    With emphasis on performing the following tasks:

    1. Determine the customer asset management issues.

      1. What are the subassemblies / spare parts for the assets?

      2. Which information about the assets is being sought, and for which purpose?

      3. What are the customer Key Performance Indicators(KPIs) in this area?

    2. Determine the customer work management issues.

      1. Inability to track work loads / plan labor / work

      2. Unable to compare planned work to actuals

      3. What are the customer KPIs in this area?

      4. What types of projects will be managed from Maximo?

    3. Determine the customer procurement management issues.

      1. Will the procurement processes be accomplished with Maximo or integrated with an existing system?

      2. What are the customer KPIs in this area?

      3. How is the vendor management accomplished?

    4. Determine the customer contract management issues

      1. Contracts expiring without notification?

      2. What are the customer KPIs in this area?

      3. What contracts are in place that covers Assets?

      4. What contracts are in place that covers work related issues (Labor rate Contracts)?

      5. What contracts are in place that covers Purchasing of material or other items?

      6. Does the organization lease assets?

      7. While Contract Management be accomplished within Maximo?

      8. How are warranty and maintenance contracts being tracked?

    5. Determine the customer service level management issues.

      1. What are the customer KPIs in this area?

      2. What internal and/or external service agreements are in place?

    6. Determine the customer inventory management issues.

      1. Shrinkage / Replenishment / Reorder process

      2. Reservation process

      3. What are the customer KPIs in this area?

      4. What is the organizations costing methodology (LIFO, FIFO, Standard, or Average costing)?

      5. Will Inventory Management krocesses be accomplished within Maximo?

    7. Understand maintenance culture within the organization.

      1. What is the reporting structure for maintenance? Does maintenance report to plant management or operations?

      2. Is maintenance viewed as an equal partner with operations or in a subservient role?

      3. What are the operational KPIs?

      4. What are the maintenance KPIs?

    8. Determine the customer's Goals and Objectives as it relates to EAM.

      1. How does the maintenance strategy align with the goals and objectives of the organization?

      2. How is this alignment being measured?

      3. How does reaching these goals impact management and the work force?

    9. Determine the customer's core competencies, and then use them as a stepping stone to help determine how you can best leverage the IBM solutions.

    10. Document the findings.

  7. Given the need to summarize the value of EAM, deliver a presentation that focuses on the three areas of Visibility, Control, and Automation so that the customer understands IBM's approach to asset management.
    With emphasis on performing the following tasks:

    1. Asset visibility: What does it mean to have visibility into your assets? Targeted real-time dashboards - Business, Compliance, and Operational dashboards leverage existing assets and provide the real-time visibility needed to manage against business objectives.

    2. Asset Control: How can you control your assets to maximize business value?Unified Asset Control - Helps recover assets, implement effective access control and change management processes across business and technology investments–maximizing ROI, minimizing service problems and improving security. It includes EAM and IT Asset management in a single solution, along with other IT related products and solutions.

    3. Asset automation: How can you automate asset processes?Single solution for EAM / IT assets, workflow included helps enforce business flow within the solution, notifications / escalations / KPIs to automate the process of getting the work completed.Also extended capabilities with the other Tivoli IT tools are available and should be combined into a single solution.

  8. Given the need to identify the Tivoli Solution that meet customer's requirements, define the software solutions provided by IBM and the ability to map the solution and potential industry solutions to the customer's requirement so that a proper solution can be identified for the customer.
    With emphasis on performing the following tasks:

    1. Describe the major business processes that Tivoli software industry solutions focus upon. Following are the business areas IBM EAM is focusing on:

      1. Asset Management

      2. Purchasing

      3. Work Order management

      4. Planning capabilities

      5. Maintenance capabilities

      6. Contract Management

    2. Describe the different industry solutions/add-ons available for EAM as applicable to the customer and the additional features and applications they contain.

      1. Nuclear

      2. Transportation

      3. Utilities

      4. Service Provider

      5. Calibration

      6. Government

      7. Oil and Gas

      8. Spatial Asset Management

      9. Facilities

      10. Mobile

      11. Everyplace

      12. Primavera Adapter

      13. Scheduler

      14. MIF Adapter

    3. Describe the client's requirement related to above mentioned business processes and the ability to map it with product family.

    4. Describe the key features and limitations of various products and certain examples of successful or failed implementation scenarios of the above mentioned products.

Section 3:Functional Requirements

  1. Given a description of the customer's documented business processes, identify the key areas of the processes that relate to Enterprise Asset Management (EAM) so that the customer's current business processes fit and gaps have been identified.
    With emphasis on performing the following tasks:

    1. Interview key contacts to gather information about each process.

    2. Attain a full understanding of all the steps of the processes.

    3. Determine objectives of each process.

    4. Determine risks and pain points within the processes.

    5. Determine key controls used within the processes.

    6. Create high level process flowcharts mapped to IBM EAM solutions.

    7. Identify value-adding and non-value-adding activities.

  2. Given a customer contact, organizational charts, and a list of key roles, create a document that represents the organizational structure of the customer's EAM environment and describe key EAM roles so that the customer's EAM organizational structure and key roles are clearly understood as they relate to the customer's business processes and the proposed IBM EAM solution
    With emphasis on performing the following tasks:

    1. Identify key approval and reporting channels by position and role for each EAM process.

    2. List and describe the key EAM roles and responsibilities.

    3. Analyze the customer contacts and relate those into Maximo security profiles, workflow roles, person groups.

    4. Describe the customer's organizational structure and key roles as they relate to the proposed IBM EAM solution.

    5. Identify the plant structure of the customers locations, assets and storerooms.

    6. Identify any coding systems or methodologies used for locations, assets, inventory, purchase order, etc.

    7. Analyze the plant structure to identified the corrosponding structure and naming in Maximo, such as used for Organization, Sites, Sets, and Location hierarchy and systems.

    8. Indentify gaps between customer structure and Maximo structure.

    9. Indentify possible solutions to the gaps.

    10. Document outcomes.

  3. Given a need to understand asset class (asset type) and asset management process, assess, describe and document these so that asset types and asset management process are understood.
    With emphasis on performing the following tasks:

    1. Describe the purpose of asset types.

      1. Clustering Assets into logical groupings so that maintenance decisions can be more easily made.

    2. Assess what asset classes the customer will be using and how Maximo supports them

      1. Production (Plant equipment)

      2. Fleet (Mobile)

      3. Facilities

      4. IT

      5. Infrastructure (Roads, Bridges, Pipes)

    3. Understand the customer's current and planned approach to managing asset classes and their advantages/disadvantages.

      1. Silo (de-centralized)-Prioritization - When all asset classes are maintained under one roof, there's a potential clash of priorities. If there's one central maintenance function at a production facility, and a conveyor belt is faulty or the loading bay door stuck shut, what level of priority would be given to a ripped carpet, plugged toilet or damaged sign? Work related to facilities will almost always take a back seat to work on productive equipment. If there was a separate facilities maintenance group, it could focus on maintaining facility assets to the satisfaction of customers, employees, retail vendors and others. Under this scenario, some functions can still be centralized such as common policies, standard procedures.

      2. Enterprise-More common - Smarter assets - Better monitoring/metering-Specialized knowledge. One factor influencing silo mentality regarding asset classes is the need for specialized knowledge (for example IT) across the enterprise that is required to make maintenance decisions. -Need for productivity improvement - A factor influencing the integration of asset class silos is the requirement of most to obtain greater levels of efficiency and effectiveness. One way to increase productivity is to develop and implement common processes that diverge from traditional asset class silos. PMs are usually planned and executed in a similar way for most plant equipment.-More common where EAM Products are used which can handle multiple asset classes.

    4. Level of outsourcing of management of assets

      1. Some companies outsource maintenance of specific asset classes. In companies where there are sufficient economies of scale, separate teams or outsourced expertise might be established for each asset class, such as facilities maintenance responsible for maintaining the building envelope of every facility the company owns, including the production facilities.

    5. Describe typical asset management process and how they connect with Maximo

      1. Work management

      2. Inventory management

      3. Purchasing

      4. Planning

      5. Asset management

      6. Contract management

      7. Service Groups - (can be based on asset type)

      8. Determine any variation in management process for different asset types

    6. Document the asset management processes

      1. Approvals

      2. Business process

      3. Priority determination

      4. Training

  4. Given an understanding or prior experience with basic preventive maintenance processes, apply basic preventive maintenance processes to an IBM EAM solution in order to demonstrate a clear understanding of preventive maintenance processes and the ability to apply then in an IBM EAM solution.
    With emphasis on performing the following tasks:

    1. Describe a basic preventive maintenance (PM) process.

    2. Describe the benefits of a basic PM process.

    3. Describe the drawbacks to a basic PM process.

    4. Describe the purpose of an IBM EAM PM.

    5. Describe the purpose and benefits of an IBM EAM Master PM.

    6. Describe how to automate the process of creating work orders for PMs.

    7. Describe the relationship between condition monitoring and PMs

    8. Describe the purpose of PM heirarchies

    9. Describe the high level process of creating an IBM EAM PM.

    10. Describe the high level process of creating an IBM EAM Master PM.

    11. Describe the difference between a PM and a Master PM in an IBM EAM solution.

    12. Describe the difference between a PM and a PM Work Order in an IBM EAM solution.

    13. Describe the process of creating an IBM EAM PM Work Order.

    14. Describe how the IBM EAM PM process achieves the benefits of a basic PM process.

    15. Describe how the IBM EAM PM process minimizes the drawbacks of a basic PM process.

    16. Describe the interaction between a PM Work Order and Inventory in an IBM EAM solution. Understand which meters should be used with which type of automated work order generation.
      Gauge and characteristic (Condition Monitoring)
      Continuous (PM)

  5. Given an understanding or prior experience with basic Work Order processes and Assets life cycle, apply the knowledge to an IBM EAM solution in order to demonstrate a clear understanding of Work Order, Assets, Locations and Classifications and the ability to apply then in an IBM EAM solution.
    With emphasis on performing the following tasks:

    1. Describe the impact of asset decommissioning on maintenance process.

    2. Describe the process of Asset Move and its impact on the hierarchy.

    3. Describe the association of meters to assets and how it benefits in PM process.

    4. Describe the impact on various transactions on Asset or Location decommissioning.

    5. Describe the purpose and benefits of creating the various types of Assets and applying Classifications to them.

      1. Rotating

      2. Non-rotating

    6. Describe the benefit of using Classifications and how it can be used to generate Asset and Location description.

    7. Describe Locations and Systems.

      1. hierarchical

      2. network

    8. Describe the benefit of using Condition Monitoring in Asset's Life Cycle.

    9. Describe the high level process of creating a Condition Monitoring Point.

    10. Describe the high level process of how the Organizational options can be set up to meet business process requirements.

      1. Work Order

      2. Preventive Maintenance

      3. Workflow

    11. Describe how different Work Order statuses can be configured to define Edit Rules during the Work Order process.

    12. Describe the Asset and Location statuses relationship.

    13. Describe how GL accounts are merged between asset and location.

    14. Describe how to enable automatic work order creation for PM and Condition Monitoring points that have become due.

  6. Given an understanding or prior experience with basic Purchasing cycle and Inventory transactions, apply the knowledge to an IBM EAM solution in order to demonstrate a clear understanding of Purchasing cycle and Inventory transactions and the ability to apply then in an IBM EAM solution.
    With emphasis on performing the following tasks:

    1. Provide a high level overview of various applications used in Purchasing.

      1. PR

      2. PO

      3. Receiving

      4. Invoices

      5. RFQ

      6. Companies

      7. Company Master

    2. Provide a high level overview of various applications used in Inventory.

      1. Item Master

      2. Service Items

      3. Tools

      4. Stocked Tools

      5. Inventory

      6. Condition Codes

      7. Store rooms

      8. Inventory Usage

      9. Shipment Receiving

    3. Describe the process of distributing cost of an item among different departments.

    4. Describe the different types of Purchase Orders which can be created in Maximo.

      1. Internal

      2. External

    5. Describe the different statuses which the Purchase Order has to go through from its creation to completion.

    6. Describe the process of editing a purchase order (revision).

    7. Describe the high level process of Purchase Order.

    8. Describe the high level process of Purchase Requisition.

    9. Describe the high level process of creating Request for Quotations.

    10. Describe the high level process of creating Inventory Transactions.

    11. Describe the high level process of Reorder Cycle.

    12. Describe the benefits of using Item Kits and how these Item Kits are managed.

    13. Describe high level process of setting up Tools.

    14. Describe the organizational settings which govern the behavior of the purchasing and inventory processes.

      1. Purchasing options

      2. Inventory options

  7. Given an understanding or prior experience with basic Contracting life cycle apply the knowledge to an IBM EAM solution by evaluating the customers' current level of contract usage relating to asset management, supply chain requirements and work management.
    With emphasis on performing the following tasks:

    1. Determine the objectives of contract usage (purchase cost reduction, purchase control and simplification, budgetary purposes, service level consistency, maintenance cost avoidance (Warranty's) ).

    2. Determine associations between contracts and possible usage of Master contracts functionality.

    3. Determine the current level of labor rate contract usage and strategy ( number of suppliers, crafts, pay rates, premium pay rates, calendar usage, work assignment method, current business process).

    4. Determine existing purchase contracts and associated terms and conditions.

    5. Determine existing Price agreements and associated terms and conditions

    6. Determine existing Warranty contracts, associated items (assets), and terms and conditions associated.

    7. Determine existing Lease rental contracts, associated assets, payment terms and other associated terms and conditions.

    8. Determine existing Service Contracts and associated terms and conditions.

    9. Describe the impact of Contract Status.

      1. APPR:The contract record is approved. From this status you cannot edit the contract; you can change the record status to CAN, CLOSE, SUSPND, EXPIRED.

      2. CAN: The contract record is canceled or terminated. You cannot modify a contract record that has this status value.

      3. CLOSE: The contract record is closed and all its terms and conditions are met. You cannot modify a contract record that has this status value.

      4. DRAFT: The contract is a draft. In this status you can edit everything according to the properties for this type of contract. From this status, you can change the record status to WAPPR, APPR, CLOSE or CAN.

      5. EXPIRED:The contract record is expired. The end date for the contract has passed. You cannot modify a contract record that has this status value. You can change the status from expire to pending revision by revising the expired contract.

      6. PNDREV:The contract is a revised version of an existing contract. This status is similar to the draft status, but you can only edit specified fields.

      7. REVISED:The contract record is revised. A REVISED status value is assigned to a revised contract that you have approved. You cannot modify anything on this contract record or change its status.

      8. SUSPND:The contract record is suspended. You cannot modify anything on the contract except to change its status to APPR, CAN, or CLOSE.

      9. WAPPR:The contract record is waiting for approval. You can modify the record and change the status to DRAFT, APPR, CLOSE or CAN.

      10. WSTART:The contract record is waiting to start. This status value is assigned to the record when its start date is set for the future. You can change the record status value to APPR.

    10. Describe how to revise a contract.

    11. Describe how to edit associated terms and conditions and default values. (Organization settings).

    12. Describe how to manage contract renewal (custom workflow process to meet business requirements).

  8. Given a description of the customer's documented service commitments, identify critical processes that are monitored and resulting actions, so that the customer's use of SLA is understood.
    With emphasis on performing the following tasks:

    1. Interview key contacts to gather information about each service.

      1. Describe SLAs and their usage.

      2. Describe the calendar functionality as it applies to SLAs.

    2. Attain a full understanding of all service commitments.

    3. Determine critical inputs and monitoring points of each service.

    4. Create high level responses mapped to IBM EAM escalations.

    5. Identify how each commitment and escalation can be mapped to an SLA.

Section 4:Reporting Requirements

  1. Given the knowledge of Maximo, Business Intelligence and Reporting Tool (BIRT), Cognos, 3rd party reporting ability and customer current and future reporting tools, describe the reporting options so that all reporting options have been desribed and are understood.
    With emphasis on performing the following tasks:

    1. Describe BIRT reporting options including query based reporting (QBR)

    2. Describe ways of using the Start Center to display information (for example KPIs and Results Sets).

    3. Describe other IBM reporting options such as Cognos.

    4. Describe other 3rd party reporting solution and their implementation in Maximo.

    5. Determine reporting security restrictions.

    6. Describe BIRT only reporting server (BROS) or other offline reporting solutions.

    7. Determine if table window changes are needed to facilitate the download reporting function.

    8. Determine the number of and type of custom reports required by the customer.

  2. Given a requisite level familiarity with IBM and 3rd party reporting applications, and the customer's reporting requirements, describe an assessment of current versus proposed reporting solutions so that IBM Enterprise Asset Management (EAM) solution reporting options are positioned favorably against existing reporting applications.
    With emphasis on performing the following tasks:

    1. Determine customer's current reporting requirements.

      1. Who gets reports and how are they delivered?

      2. When and how frequently are reports generated?

      3. How many reports are currently actively being used?

      4. How many are printed versus screen presentations?

    2. Determine the customer's capabilities and comfort level with existing reporting applications. (i.e. Crystal shop, Cognos, Brio, etc.)

    3. Compare existing reporting capabilities with proposed IBM EAM reporting options. (i.e. common 3rd party reporting tools versus BIRT.)

    4. Describe benefits of using integrated reporting applications.

      1. Optimum utilization of built in functionality and cross function integration. (i.e. integrated work and inventory management applications)

      2. Unified support for total EAM solution

      3. Built in "standard" reports can be a base for modified and custom reports.

Section 5:Integration and Interfacing Requirements

  1. Given a thorough analysis of the customer's enterprise applications, understand and describe available integration options so that a high level integration strategy for on-going feeds between Maximo and existing enterprise applications can be delivered.
    With emphasis on performing the following tasks:

    1. Identify existing legacy Enterprise Asset Management (EAM) processes that could be re-used and will require a data feed.

    2. Determine how the enterprise applications data is needed in the EAM solution.

    3. Determine if there are any plans to include other applications into the current or new system.

    4. Describe the IBM integration solution. Identify data that needs to be periodically exported from Maximo.Identify data that needs to be periodically imported to Maximo.Describe available integration options.

    5. Describe the Application import/export function

  2. Given a thorough analysis of the customer's current EAM applications, understand and describe the options available for the initial data load from legacy systems so the proposed IBM EAM solution can be delivered.
    With emphasis on performing the following tasks:

    1. Determine the applications currently in use that are supporting EAM processes.

    2. Determine the capabilities of data export from those applications.

    3. Determine what object structures will be needed to import existing data.

    4. Determine what endpoint will be used to accomplish the import.

      1. Comma Separated (Flat File)

      2. XML

      3. Interface Tables

    5. Determine the use of Publish Channels and External System for import of data.

    6. Determine the use of Enterprise Services and External System for the export of a template that once populated can be imported.

    7. Determine how errors with the data load will be managed.

    8. Determine what object structures will be needed to enable application import and export.

    9. Explain how web services are different from JMS queues.

    10. Determine capabilities of Web Services Interactions.

    11. Determine the capabilities of REST API in supporting integration with external systems.

Section 6:Customization

  1. Given the client's working knowledge of the included tailoring tools, explain the capabilities of the Application Designer Database Configuration and Automation Scripting so that the customer has an understanding of this functionality.
    With emphasis on performing the following tasks:

    1. Identify tailoring tools that are included. The Database Configuration, Application Designer and Automation Scripting applications are included with the solution. Workflow designer can also be considered a tailoring tool.

      1. Describe the Database Configuration tool. The Database Configuration tool allows customers to edit existing tables (objects), create new tables (objects) and create new fields (attributes). This allows them to record and manage additional details to further extend the capabilities of the solution to further fit their needs.

      2. Describe the e.Audit capabilities. Additionally, e.Audit can be enabled to further track historical information recorded in fields. Auditing is quickly and easily enabled using the Database Configuration and does not require a DBA.

      3. Describe e.Signature and its capabilities.? E.Signature can further the auditing process by requiring an electronic signature on sensitive fields or other areas where additional security measures are required. Together the auditing capabilities help customers secure and track changes made to key pieces of information. These changes are quickly and easily enabled using the Database Configuration. This tool does not require a DBA.

      4. Describe the appropriate process for running Database Config. It's important to understand that many changes can be made to the solution while they are up and running and users are logged in; committing database changes requires the application to be in "admin mode." This mode still allows administrators access to the system, but users cannot log in. The database can be updated using the Action menu before database changes are saved to the underlying database. Database configuration can also be performed by stopping the deployed application on the application server and running the configdb.bat tool.

    2. Describe the Application Designer tool. The Application Designer allows implementers and customers the ability to change the layout and design of the User Interface. The simple to understand and quick to learn interface allows administrators the flexibility to make screen changes to the out-of-the-box applications, or even create their own. Fields can be marked at read-only, required, and validated from a previously defined set of values (domains), or from other tables in the database.

    3. Describe what can be upgraded to the next release. When using the out-of-the-box tailoring tools, the changes made to the solution can be preserved during future product upgrades. This includes changes made by both the Application Designer, Automation Scripting and the Database Configuration tools. Java customizations may not be preserved during an upgrade and should be preserved and documented separately.

    4. Describe how is Conditional User Interface is used. Conditional User Interface allows customers/administrators to change the information required or which fields are displayed within a given application based on conditions within the record set. Based on the type of asset, for example, additional fields can become required. Different screen layouts could be configured and displayed to different users based on their security profile.

    5. Understand the use of Automation Scripting within the application. Automation Scripts allow you to initiate custom written ‘source code' that can interact with the core Maximo Java logic. Functions like field calculations or concatenation are possible which would otherwise require more complex java coding and rebuilding of the deployed EAR file. An automation script consists of a launch point, variables with corresponding binding values, and the source code. You use wizards to create the components of an automation script. You create scripts and launch points or you create a launch point and associate the launch point with an existing script. Automation scripts can be initiated from one of four types of launch points; Object, Attribute, Action, or Custom condition (workflow condition node or conditional expression). Two Scripting languages supported are Rhino JavaScript (embedded with JDK 6, compliant with JSR 223) and Jython 2.5.2 (newer version compliant with JSR 223)

    6. Identify what is not considered tailoring. GUI changes and other functional changes that are not created / modified using the included tools are considered customization in the true sense of the word. When someone programs their own Java class and styles, or extends and existing java class contained within the application EAR file - this is not tailoring.


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