Maintenance Portal for SAP PM, IBM Maximo and Infor EAM

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GIS MBH

Maintenance Portal for SAP/Maximo/Infor EAM Insight Control Panel Weinheim | November 6, 2018


User Demands

Lean UI for casual users

Flexible mobile scenarios

Intuitive usage

Full text search data exploration Data centric UI Knowledge Centered data retrieval from large databases

Access via browser Interactive maps integration

Graphic disposition Ad hoc Data analysis near realtime

DMS Enterprise data integration

ERP BFS

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CRM

‌

Improve Data quality

Condition Monitoring Cockpit, Alerts


Challenge

More information at a glance

Minimize useless information

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One powerfull UI

One smart UI


Solution

Data

Perspectives

User types

Design flexible scenarios across the boundaries of individual data silos


Insight Control Panel™ Multiple perspectives on data optimized for different user types and demands All relevant data at a glance Expert use

User types

Casual/Mobile use Insight Mobile

Insight Desktop

Perspectives

Insight Server

Data

Supported Backends SAP PM/CS

IBM Maximo

openBMS

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Comming soon

Navision Dynamics

Infor EAM

Insight Business Suite

Integration Technologies • Data Base Connector • Web Services


Insight Control Panel™ Mobile

Desktop

iOS, Android, Windows 10, Browser

z.B. IBM Maximo, SAP PM/CS, Infor EAM

Mobile Use

• Maintenance staff/Field service (Instructions/Information/Documentation)

Expert Use

• Inventory Management (Stocktaking, Stock Issue)

• Power user

• Management (dashboards, QM, approvals)

• Service desk

• 3rd parties

• Planner / Ops manager

• Casual User (Service requests)

• Analyst

• Service / Acceptance protocoll

• Disponent

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Insight Desktop™ • Maintenance Portal • Power user functionality • Templates as a basis for configuration • Data snippets and user interfaces Individually configurable • Access to backend content • IBM Maximo EAM • SAP PM/CS • Navision Dynamics • openBMS EAM • Integration of external data sources • Data bases • Files • Webservices/REST • Browser based • Optimized views for data analysis, plant condition monitoring, work planning and work preparation

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Insight Mobile ® • Individually configurable mobile solution • Templates as a basis for configuration

• Online- and offline functionality • Pull for data intensive master data • Push for operational data e.g. my team‘s work orders • Integrated conflict handling process • Barcode / QR-code / RFID • Up- / Download of attachments (fotos, documents) • Pushnotifications • Optimized handling (font size, operating flow,…) • No coding required • Responsive design: automatic adjustment • iOS, Android, Windows 10, Browser

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Insight Explorer ® Navigation tree for fast access to information

• Unified view of all linked systems/objects • Seamless integration into Maximo • Drag&Drop information into Maximo application forms • Fast access to all assets, objects and items • Straight and fast fulfillment of tasks, start actions by single click; directly on the tree nodes: e.g. create SR, WO, PM • Search function with integrated auto-completion

• Configurable to meet customer‘s needs

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Insight X-Ray ® Embedded enterprise search for instant full text retrieval • Simplifies complex searches by using a central single search • Drag&Drop functionality • Highly performant • Fast filtering by object type

• Actions can be performed directly from the context menu of the search results • Search in data sets across multiple databases • Display of object details including short description

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Insight Map ® Integrated spatial view of assets and locations • Display of additional information e.g. the status of work orders and service requests • Easy setup

• upload own maps • position locations and assets via Drag&Drop • Same configurable actions and information as Insight Explorer • Seamless integration • High performance visualization

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Insight Dashboard ® ▪ Individually configurable

▪ Rapid Development ▪ Online Analysis of indexed data from multiple platforms ▪ Interactive Drilldown ▪ Flexible filtering ▪ Near-real-time Update (~ seconds) ▪ No impact on EAM DB performance ▪ Browser, iOS, Android, Windows 10 ▪ Preconfigured dashboards ▪ Fully integrated (e.g. in Maximo) ▪ Open Dashboard ▪ Drilldown ▪ Inspect Details

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integrated - Interactive 1.

Open dashboard with context sensitive filter Dashboard: Workorders/Failurecodes Filter: Location LAC10-AP001)

Use dashboard capabilities for further drill down and filtering

2. Identify specific data sets for further investigation in Maximo

Dashboard: Workorders/Failurecodes Filter: Failure Class Valve)

3. Application: Workorder Tracking Record: Workorder CA17-005467)

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Insight Planning™ ▪ Individually configurable ▪ Interactive Charts for displaying work and resource allocation (capacity and scheduling) ▪ Planning across multiple maintenance management systems through (multi) backend integration ▪ Integrated crew and qualification management ▪ Management of crews ▪ Without extension of the backend functionality ▪ Inclusion of existing resources (people, tools, qualifications, ...) ▪ Integrated absence planning ▪ Management of Absences ▪ Inclusion of existing absence planning ▪ Drag&Drop functionality ▪ Interact with all other perspectives of the Insight desktop

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Insight Config™ ▪ Config UI ▪ Copy functionality

▪ Integration of all objects/attributes/relations ▪ Assignment of security groups ▪ No coding required ▪ Specific backend-logic integrable

▪ Ready-to-use templates ▪ Multi-use of data models in different perpectives ▪ No deployment required , Update of config at login

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Use case

Capturing

Field Service

Online / Offline

Location Asset

Existing Messages

Attach image

Failure code

Additional Information

Planning

Overview (locations, assets, spare parts, actual service requests, documentation,‌) Avoiding duplicates Create workorder Knowledge Database Ad hoc Analysis Failure code Failure image Root cause Correction measures

Work approved

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Take ownership Start Time

Work done

Stop Time (autom.)

Document Actuals

Root/Cause/Remedy Material Working hours

Document Condition

Up and running Follow-up work

Execution

Pushnotification

Work in Progress

Disposition People Tools Material

Optimization Prevent duplicates Work assignment Pre-job briefing


Desktop Templates

Work planning: ▪ ▪ ▪

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PM forecast, service requests and work orders at related locations/assets via full text search. Job plans and documentation included in one view Organization of work orders with nested work orders via drag&drop Creation, approval and feedback of work orders and service requests

Inventory: Asset search via full text serach

Repair history: Display of closed tickets and work orders at locations/assets

Master Data Management: (Re-)Organization of locations/assets via drag&drop

Customer centric view on information for Service Provider

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Dashboard Templates Failure Codes – Asset Classification

Longdescription – Workorder

Longdescription – Service Request Workorder Count – Location

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Mobile Templates

▪ Mobiler Explorer PM forecast, service requests and work orders at relevant locations/assets via barcode/QR recognition with job plans and documentations included in one view ▪ Work management Mobile creation, approval and feedback of work orders and service requests ▪ Inventory Asset search via barcode; Pre-populated with calculated stock ▪ History All closed tickets and work orders of a location/asset

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TEMPLATES

Mobile Explorer

Efficient search via barcode

✓ Elastic Search Engine ✓ Search by Locations, Assets, Open Work Orders,… ✓ Search Scanning QR Codes


TEMPLATES

Mobile Explorer

✓ Object Related to the Locations or Assets (WO, PM/Forecast, Assets, Spare Parts, Documents) ✓ Creation of Service Request ✓ Creation of Work Orders with Priority and Failure Reporting


TEMPLATES|WORKMANAGEMENT

Reporting

Approval

WAPPR → APPR Assign Owner or Person Group Assign Material

Accept Work

APPR → INPRG Take ownership Set Scheduled Finish

Work List

INPRG → COMP Reporting (Actuals, Logs, Follow Up)


TEMPLATES

Workorder Approval Approval

✓ Plan materials ✓ Assign Person Group or Owner ✓ Approve work


TEMPLATES

Take Ownership Accept Work

✓ Take ownership (Accept Work Action) ✓ Set Scheduled Finish time


TEMPLATES

Report Work List

✓ ✓ ✓ ✓ ✓ ✓

Reporting Actuals (Labour, Materials) Reporting Logs Creation of Follow Up WO Attach Documents Complete Failure Reporting Complete Work


TEMPLATES

Physical Inventory

✓ Physical Inventory (physical count) ✓ Reconcile Balances (using Automation Script in the configuration file)


TEMPLATES

Inspection Rounds

✓ Start Inspection Rounds ✓ Document (ad hoc or scheduled) Inspection Rounds ✓ Detect Follow ups ✓ Complete


TEMPLATES

Inspection Rounds

✓ Each Inspection Rounds can have multiple task ✓ Each Task can have different entry values (numeric, alphanumeric, domains)


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Quick Return on Invest Simple setup ▪ ▪

No additional costs for server Minimal project costs

Minimum operational costs

Minimal configuration effort

▪ ▪

▪ ▪

Release-proof Simple administration

Ready-to-usetemplates Creation/extension of use cases by configuration

→ Investment protection

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Flexible

Efficient

▪ ▪

▪ ▪

Device independent Independent from Backend

Complementary, compatible products Fast data exploration

Time saving

Data quality

Motivation

▪ Objects are found at speed of light across SAP PM, IBM Maximo and Infor EAM applications. ▪ Entries are done in a fraction of the time

▪ Quality of data is significantly improved. Drag&Drop avoids typos and due to simplicity more information is entered by users.

▪ Users are highly motivated using SAP PM, IBM Maximo and Infor EAM as it is now more intuitive, faster and simpler


Insight Control Panel References

05/15 Initiale AnkĂźndigung

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07/15 Release v1

12/15 Insight Mobile Beta Test

01/16 User base > 1200

07/16 Release v2

09/16

12/16 User base > 3000


About us

The consulting firm GIS mbH has been supporting customers since 1984 in maintenance, organizational and process consulting as well as in the implementation and optimization of SAP PM / CS, IBM Maximo and Infor EAM. As a digitization specialist, GIS is part of ROBUR, a group of companies which, as an industrial services specialist with approx. 2,000 employees, supports its customers from planning and implementation through installation, operation and maintenance, to the relocation and dismantling of industrial plants. Furthermore, GIS with Insight Mobile offers the possibility to mobilize maintenance independently of the system. Insight Mobile is part of the maintenance portal Insight Control Panel for desktop and mobile users. This portal includes add-on solutions such as an object search explorer, map integration, full-text search, planning board, and dashboards. With this overall package, GIS accompanies its customers on their way to digital transformation and Industry 4.0.

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Contact

Frank Ostwald Vertriebsleiter SAP - Instandhaltung

GIS – Gesellschaft fßr integrierte Systemplanung mbH Eisleber Str. 4 | 69469 Weinheim f.ostwald@gis-systemhaus.de | www.gis-systemhaus.de Telephone +49 203 75 69 79 4 or +49 173 473 12 81

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