Example Response to a Maximo
Upgrade RFP
| This is an example of a response to a Maximo Upgrade Request
for Proposal (RFP). Although this is specific to a Maximo upgrade
the general concepts are valid for developing a RFP for any other
EAM software. Use this as a template for the subjects you should
address when you develop a Maximo Upgrade Request for Proposal. |
| A typical company has requested assistance for MAXIMO upgrade.
Long time users of MAXIMO typically require help on changing versions
from 4X to 6X.
The key to obtaining a successful upgrade is obtaining knowledgeable
resources in the software, process and supporting roles – and
at a good price.
|
Methodology
Synterprise will follow an implementation methodology developed
through experience with similar Maximo projects. Assigned consultants
will have an appropriate balance of technical knowledge and field
experience. The following graphic illustrates our methodology and
the interaction between objectives, deliverables, and activities. |
HYPERLINK TO READINESS ASSESSMENT PAGE
Our preferred approach is to first conduct a two-day Readiness
Assessment to determine gaps between current conditions and the
conditions required for a smooth software upgrade. Many companies
waste resources by starting the upgrade process without considering
data and hardware issues. |
| Key Organizational Elements: |
| • |
Steering team – controls project deadlines
and budgeting; establish KPI’s and rules for standardization |
| • |
Core team – makes decisions on utilization aspects of the
CMMS/EAM product |
| • |
Business Process leads – responsible for expertise in particular
function or area |
| • |
MAXIMO Administrator – overall leader for MAXIMO system |
| • |
The client site may want to provide staff in key roles on the
Upgrade Project to lead or assist the consultants. |
| • |
Change management is also an important process and role. Someone
must “own” the change and keep all staff informed to
avoid future issues. |
| • |
Workshops are a useful venue for understanding old-versus-new
in terms of functionality, and what needs to change, identifying
actions, and clarifying issues. |
| • |
Where applicable informal training sessions (as well as formal
training) can be conducted on new functionality of the MAXIMO product.
Formal training is especially important when migrating from a Windows-based
application to a Web-based application. |
| • |
Action punch lists are useful for identifying actions for the
team, providing status, as well as enhancement requests – and
bugs |
| • |
Specification documents are helpful for identifying screen and
[new] report formats |
| Project Completion Metrics: |
| • |
Implementation schedule and scope control; clear
goals and objectives |
| • |
Project work plan – tracking actual consulting hours versus
plan |
| • |
Identification of potential downtime and/or data migration risks
with a plan to mitigate |
| • |
Quality and testing plan |
| Synterprise consultants have the experience, training and methodology
to deal with EVERYTHING related to a smooth upgrade. Synterprise
has experts in data migration, screen development, report writing,
software installation, training and work-process documentation.
Our goal is to deliver a rapid return on investment by delivering
recognizable value ASAP. Early success gives the project momentum. |
Below is a partial list of our capabilities:
| 1. |
Our knowledge of MAXIMO – the software – plus
add-on’s. The goal here is to minimize customization. This
can be done by using various product add-on’s which any MAXIMO
Administrator can manage without becoming a Java programmer. |
| 2. |
Better/best practices – backlog management, planning & scheduling,
asset management; PM program setup; materials management; location
hierarchy design |
| 3. |
Ability to quickly design and develop reports – including
Actuate and Crystal |
| 4. |
Data loading – we utilize the fastest techniques available;
user-acceptance testing |
| 5. |
Service partners – we are able to create a “best
of breed” project team consisting of the best consultants
in the industry |
| 6. |
Our knowledge of MAXIMO from a CMMS process side – specifically
facility management |
| 7. |
Product trouble-shooting – error trapping; we find the
problem, and recommend a work-around. |
| 8. |
Where possible, Synterprise consultants will work off-site to
lower total project cost |
| 9. |
Advanced project management techniques |
| 10. |
Post-project support |
| Timeline and Cost Estimate |
| The timeline and cost estimates are based on the following comments
from your Maximo Administrator. Actual costs will vary based on
the accuracy of this information and other currently unknown factors.
Pricing is on a “time and materials” basis. |
| Pricing for this project would be based on a price of $XXX per
hour per consultant. The Client will also be billed (at cost) for
travel expenses including motel (Hampton Inn or similar), one compact
rental car (shared by consultants), per diem (meals and misc. typically
$XX/day) and travel (economy class air travel or car mileage).
Consultants typically travel home each week-end. This offer is
good through DATE. Please note the terms and conditions as shown
in the included Service Agreement. |
Synterprise Solutions, LLC
1110 Market Street, Suite 525
Chattanooga, TN 37402
www.synterprise.com
Office: 423-267-5363 |
| Synterprise Solutions, LLC is a privately owned global engineering
and technical consulting company with offices in Chattanooga, Tennessee
and implementation partners in Lancaster, Pennsylvania; Ridgefield,
Connecticut; Nova Scotia, Canada; Tokyo, Japan; and Mumbai, India |
| EAM Products and Services |
| |
EAM/CMMS Software Selection |
| |
Software selection is crucial to the success of
every Enterprise Asset Management implementation. Synterprise implements
all major brands with a specialization in Maximo. Our goal is to
help you gain maximum benefits from your software implementation. |
| |
Implementation and Upgrade
Services |
| |
• |
Project Management expertise |
• |
Actuate, SQR and Crystal Reporting |
| |
• |
Version Upgrades (Example: Maximo 4x to 5x or 6x) |
• |
Work Process and Continuous Improvement improvements |
| |
• |
System Tailoring, Customization and troubleshooting |
• |
Advanced scheduling techniques |
| |
• |
Data Migration experts |
• |
Corrective Action Program Design and Implementation |
| |
• |
Procurement, Inventory & Supply Chain |
• |
Geographical Information Systems (GIS) |
| |
• |
Hand-Held Solution (Mobile) setup expertise |
• |
EAM Integration to Financial Packages (Ex: Oracle, SAP, Lawson) |
| |
Unique Software Solutions – provided
by Synterprise |
| |
The Resource Leveling Program module
works within the CMMS/EAM to balance required craft hours with
available craft hours. The ultimate goal is to produce a believable
and “doable” weekly schedule. With the RLP you can
automatically generate a weekly schedule which includes routine
maintenance as well as project-related work. And this schedule
is stored in a permanent table for compliance reporting. The overall
result is enhanced work force efficiency and increased backlog
reduction. |
| |
The Project Cost Tracking module
works inside the CMMS/EAM to track costs related to construction
and installation activities and associated project management.
It shows budget values, committed costs, expended amounts and variances,
plus a forecast of completion time and cost. |
| Reliability Improvement Consulting |
| |
Sustainable Reliability Management (SRM) creates
an optimal balance between equipment reliability and cost efficiency.
SRM costs up to 60% less to implement than traditional Reliability
Centered Maintenance (RCM) processes yet maintains similar levels
of reliability. |
| • |
Corrective Action Programs (CAP) |
• |
KPI setup |
| • |
Criticality Assessments |
• |
Root-Cause Analysis |
| • |
Root-Cause Analysis |
• |
Predictive Maintenance Programs |
| • |
Failure Code hierarchy design |
• |
Location hierarchy design |
| • |
Using Maximo for Failure Analysis |
• |
Enhanced work force scheduling |
| Synterprise Reference Sites |
| |
Tennessee Valley Authority |
| |
Tennessee Valley Authority (TVA) is one
of America’s largest utilities, serving 8.5 million residents.
In 2005, TVA experienced $7.7 Billion in revenues and employed
13,000 people. |
| |
Project Scope |
| |
Synterprise provided project management and expert technical
implementation support to a power company as they sought to define
the business case and select and upgrade their Computer Maintenance
Management Software (CMMS). The scope of work included a review,
evaluation and selection of a new CMMS application. |
| |
| |
Reference
John Kammayer
423-751-8246
1101 Market Street
Office LP2G
Chattanooga, TN 37401 |
| |
Coffeyville Resources |
| |
Coffeyville Resources is a multi-billion dollar petroleum refining
and fertilizer company with multiple locations. . |
| |
Project Scope |
| |
Activities included: |
| |
• |
Development of implementation project metrics |
| |
• |
Installed and configured all software components for Maximo MXES
and Oracle Financials |
| |
• |
Developed a functional specification document |
| |
• |
Conducted process reviews in support of configuration of Maximo
work management and supply chain management |
| |
• |
Performed data cleanup, extraction, transformation and migration
using Synterprise developed data migration script |
| |
• |
Created a user and IT training program agenda to include course
material development and the conduct of training |
| |
• |
Developed system data testing procedures |
| |
• |
Developed and implemented a failure hierarchy |
| |
• |
Developed and implemented a weekly scheduling program (Resource
Leveling Program – RLP) |
| |
• |
Developing a capital projects cost tracking program |
| |
• |
Creating custom reports in Actuate |
| |
Synterprise provided, and continues to provide, project
management and technical implementation support that upgraded the
refinery’s operational client server based v4.11 Maximo implementation
to the web based MXES application. |
| |
|
| |
Reference
Brian McGee, MAXIMO/ORACLE DBA
jbmcgee@coffeyvillegroup.com
620-252-4319 |
| “Great vision. Synterprise seems to have a vast background
in the practical application of CMMS systems, which gives them
the insight necessary to perform a wide variety of integrations.” –Brian
Agner, MAXIMO Administrator, Eastern Municipal Water District,
Perris, CA
“Excellent team approach. This team approach included
Development, Training and quick response help. Synterprise’s
out of the box thinking helped us to integrate other systems.
Other contractors work on systems for months and years. Synterprise
has performed above my expectation to schedule and cost.”– David
Peters, Project Controls Manager, Coffeyville Resources, Houston,
TX
“Synterprise helped us meet our goals in a quick and
effective manner. The performance of their employees was viewed
as highly professional and efficient. We have enjoyed working
with Synterprise personnel.” – R. Bruce, Tennessee
Valley Authority |
| Partnerships and Alliances |
| |
• |
IBM/MRO Channel Partner (CMMS/EAM Software) |
| |
• |
Datasplice (Handheld Device Data Entry) |
| |
• |
Ivara Implementation Partner (Asset Reliability Software) |
| |
• |
Birlasoft (CMMS/EAM Implementation) |
| |
• |
ZenFocus (CMMS/EAM Implementation) |
| |
• |
Genesis Solutions (CMMS/EAM Support) |
| |
• |
Interloc Solutions (CMMS/EAM Support) |
| |
• |
Fujitsu Rapidigm (CMMS/EAM Support) |
|
