Upgrade Readiness Assessment

This information is specific to Maximo but the concepts are applicable to any EAM/CMMS

Background Many organizations are still on the older versions of Maximo – typically 4.x. They may have delayed their upgrade for several valid reasons.

In the prior Maximo versions there was an executable provided by the software vendor which you clicked and it moved all of your data and - for the most part - handled the screen changes. The reporting tool stayed the same so it wasn’t much of a problem to make minor adjustments (for table/field changes). However, with the migration from 4.x (client server) to 6x (web-based architecture), several new challenges appeared:

	•	The screen design tool has changed, which means all previously tailored screens need to be retouched under the new application designer
	•	The reporting tool changed from the older style SQR tool to a more robust Actuate tool
	•	The data still migrates up – provided the software vendor provides an ‘upgrade program’. The MRO solution works, but it doesn’t do everything most companies need

Typical concerns that delay the upgrade decision

	•	Heavily tailored screens and reports
	•	Nervous about resource availability, schedule and cost
	•	Long time users of Maximo (with maybe 10+ years of data)
	•	Extensive customization

An Upgrade Readiness Assessment is often necessary to reasonably answer this common request: “ Please give us a rough estimate to upgrade.”

Rather than estimate “on the high side” based on lack of information, we suggest you first complete an Upgrade Readiness Assessment and be required to provide answers to questions like the following.

	•	What are the system architecture requirements (i.e. servers)?
	•	What version to what version?
	•	What database (Oracle or SQL)?
	•	How much of Maximo are you using? (which apps/modules)
	•	All historical data or just open records?
	•	How many tailored reports? Are they documented?
	•	How many tailored screens? Are they documented
	•	What kind of integration is in place? Does it need to continue or change?
	•	What customization is in place, i.e. triggers or stored procedures?
	•	How good is the data? Will data cleaning be needed?
	•	Is the goal just to upgrade the software or do you want to add new functionality and/or process improvements? Workflow, PDA technology or GIS
	•	What hardware? Beyond servers, will you need new/additional hardware?

Determining the challenges of your upgrade is tough. Let Synterprise help. In only two days a Synterprise consultant will help you determine if it’s feasible to upgrade. At the end of day two you will receive a checklist highlighting potential problems. You will also be given a list of recommendations and an “estimate” of what it will cost you to upgrade. A more detailed proposal and cost alternatives will be sent upon request. The Upgrade Readiness Assessment only costs $2,500 plus travel expenses.