Case Study Overview: Maximo Implementation
Maximo 7 New Implementation: Oil & Gas Refinery
Aquitas Solutions provided complete Maximo
implementation services to a major oil refinery to transition their existing systems to the Maximo
EAM solution. Our seasoned Maximo consultants, with previous oil and gas industry
experience, led the team through the entire process, from the planning and
prep stages through installation and the Maximo training and support that
followed.
Customer Situation
A major oil refinery assessed its current maintenance processes and
determined a need to transition its existing CMMS to the Maximo Oil & Gas
Industry Solution. As part of the solution, the company wanted to integrate
its current financial system with the new system, while also adding peripherals
that would enhance its ability for planning/scheduling and turn-around shutdowns.
Aquitas Role
Aquitas led the charge to conduct an initial assessment of the company’s
current business requirements and the ability for Maximo to meet its goals.
Following the Maximo
EAM implementation assessment, Aquitas implemented the
Maximo solution with all requested add-ons including Primavera, and MS Project.
Maximo was also integrated to the JD Edwards financial system. Aquitas was
also responsible for the data migration from the company’s legacy systems
into Maximo.
Maximo Profile
 Maximo
Version: Maximo 7.1.1.5 New Implementation with Oil & Gas
Industry Product
Database: Oracle 10g
Application Server: IBM Websphere
Financial Integration: JD Edwards
Additional Technology
Mobile Product: IBM Maximo Mobile Inventory Manager
Reports: BIRT Reporting
Capital Project Integration: Primavera
Other: IBM Maximo Asset Navigator, MS Project
Project Challenges
The identification of a company’s business requirements can be a daunting
task. Once the original business requirements are delineated, the implementation
of the functionality frequently leads to the discovery of new requirements.
For example, one client requirement needed to change the status of a Work
Order based on escalations. However, such escalations prevented the approval
of Work Order tasks by their supervisors. This discovery led to a new requirements
and additional workflows to further enhance Maximo functionality.
Actions Taken
Preparation
Maximo Implementation workshops were conducted between the client
and Aquitas consultants to review business and functional requirements
and identify configurations and decisions necessary to set up
Maximo in support of the company’s specific needs.
Integration
workshops were also performed with the client and Aquitas
Systems Architects to gain understanding of the
business and functional requirements
between Maximo and the financial system, JD Edwards. These requirements
were used to implement and configure the integration between
the Maximo
Integration Framework (MIF) and JD Edwards.
Installation and Configuration
Aquitas implemented
several unique configurations based on the company’s
requirements, such as the development of Conditional Expressions
for controlling field security, and the use of Table Domains
to customize application list
values based on security profile or other entered data. Many
of these changes provided an immediate impact when utilizing
customized Start
Centers.
Other customizations included the implementation of
Workflow for a work management process based on status, priority,
and escalation-driven date fields. Workflow was also developed
to automate
and streamline
the PR/PO
approval process.
The company engaged Aquitas to design and develop 10 custom
BIRT reports to meet the business needs.
Finally, all configurations
underwent unit testing to ensure functionality met the
design needs stated by the business
requirements. Data Migration and Integration
Aquitas worked with the company to determine what data values
from the company’s various legacy systems should be migrated
to the new Maximo 7 implementation. All identified data was validated
and transferred
through
a Data Migration Mapping process and the development of
Data Migration Scripts. This case included the migration of Assets,
Locations, PMs, POs
and PRs. However,
the company chose to not migrate historical legacy work
orders.
In addition, Aquitas installed and configured the Maximo
Integration Framework (MIF) to support the synchronization
of financial data between Maximo and JD Edwards executed
accurately and
efficiently.
Maximo Training and Support
In the effort to educate the company’s personnel, Aquitas consultants
developed detailed custom training materials for each specific
client functional role or business area. In addition, several weeks were
allocated to provide
direct hands-on training of key users in the company in the use
of Maximo and its associated components using a Train-the-Trainer approach.
Following
Go-Live Operations, Aquitas remained on-hand to provide
immediate support for any questions or issues that arose through
the initial stages of operation.
Results Achieved
The combined, dedicated efforts of members from Aquitas and the
client led to a successful Maximo 7.1.1.5 implementation with
the Oil & Gas
Industry Solution. The company’s requests to add Primavera, IBM
Maximo Asset Navigator and MS Project were accurately met.
In addition, the MIF
integration with JD Edwards allowed the smooth bi-directional
delivery of transactions. Prior to Go-Live, the migration of
legacy data through the
customized Data Migration Scripts gave users ample time for
hands-on training. The combination of these results deemed the Maximo
implementation
a success.
View additional success stories in our other Maximo
case studies .
Explore Aquitas Solutions’ Maximo
asset management services or contact
us to learn more.
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