Thomas

Knowles Product Architect

16 July 2014

TTEC GO:
Whats new in Maximo Service Provider 7.5.3

Agenda
Maximo Service Provider Big Picture
Whats new in Service Provider 7.5.3?

Automated and Continuous Billing

Conditional Pricing
Customer Enabled Companies
Combined Billing Reports
Usability Enhancements

Installing and troubleshooting

Questions and answers

Maximo
Service
Provider
IBM
Maximo
forfor
Service
Providers,
as an add-on
toOverview
Maximo
thecapabilities
most comprehensive
solution
forAgreement,
billings
and
managing
It provides
in Billing,
Customer
and
Serviceservices.
management
for
all extensive
assetisclasses.

Available Applications and

Enhancements for Service Providers

Customer Management
Financial Management
Service Management
- Response Plans
- SLA
Contract Management
Procurement Management
Inventory Management
Work Management
Asset Management

Customer Profiles

Service Providers can be adopted by businesses across various industries

Companies who manage assets for their customers

Production Equipment, Fleet, Construction

OEMs that offer after market service agreements on the products that they sell
Companies who maintain facilities for their customers
Retail Space, Offices, Shopping Malls, Airports
Service Stations
Plants, Manufacturing Facilities

Universities,
colleges,
or government agencies who operate as profit centers and bill for
the
services that
they provide
IT departments that bill for managing IT assets

Applies to all asset classes

Production
Equipment

Facilities

Transportation
Assets

IT Hardware
and
Software

Business Objectives
Opportunity to solidify expansion of footprint with existing customers
Delivering new capability needed for key customers
Capabilities that increase customer satisfaction for existing customer
segments
Expanded flexibility
Improvements usability of existing function
Potential for PMR reduction.

Small targeted deliverable to meet key customer needs

Whats new in Maximo for Service Provider 7.5.3?

Automated and Continuous Billing

Automation
schedule
is
defined
on the
Customer
Agreement

Automation
is executed by
the Cron Task

Customer
are
created
w/oBills
manual
intervention

100% automation for bill creation, eliminating previous manual steps

Allow processing of multiple bills for the same agreement, removing prior
limitation on sequential bill processing
Grouping bill line to bill batches helps streamline the review and approval
process

Demo Automated and Continuous Billing

Setting automation schedule in agreement
Create work orders against agreement w/grouping
Active cron task
Review created bills

Conditional Pricing
Pricing based on item
condition
Automatic price calculation
service delivered based on of
service item based on
characteristics of the Asset,
Location or Configuration
Items being serviced
Pricing available during the
completion of work or can be
set for reoccurring charges

Demo Conditional Pricing Item Scenario

Review condition enabled items in Item Master
Set conditional pricing in Item Price Book (FLEET)
Review reference in Customer Agreement
Create work order and reference item in the work plan

Demo Conditional Pricing Service Item Scenario

Set conditional pricing in Service Item Price Book (FACSRVS)
Review reference in Customer Agreement
Create work order and reference service item in the work plan
Show specification attribute detail

Making vendors customer specific

Extending the Companies application to
support 1 to many association to customer

Ensures use of specific Companies by customer based

on security restriction

Filtering in context of the customer requesting service to ensure

preferred vendor is utilized

Demo Customer specific Companies

Show Companies (SP) data restrictions
Create a new elevator work order for DCH
Show filtering of Vendors in context of customer
Create a new elevator work
order for WGB
Show filtering Vendors in context of customer

Combined Billing Reports

All
reoccurring
feesbills
andfrom
charges
All bills
from work orders
and
tickets
Combined
Customer
Totals

Increases visibility for both customer and service provider to outstanding balances
Provides
service provider
with
onperiod
margin of loss/gain for services delivered
to each customer
for all bills
in clarity
a billing

Leverages advanced search, saved query and existing QBR features

Demo Combined Billing Reports

Go to Customer Billing, run saved query, run report
Go to
Bill Review, run saved query, run report

Minor Usability Improvements

Improved filtering of customer on Tickets and Work Orders
Ability Bill Line adjustments
Action to reapply a customer agreement
Remove IT Asset Management tabs on Price Schedules
Add reference to Billing Schedule on Sales Order
Fill values on Sales Order for KPI Billing

More options to Apply to Date in Price Schedule (Actual, Finish)

Performance Improvements

Improved performance when applying a Response Plans

Removed logic which continued to scan tables after match was found
Worked with customers to validate
Available in fix stream and rolled into 753

Install
Planning
Pre-requisite
o Maximo or Maximo Industry Solution 7.5
o Tivoli process automation engine (Tpae) 7.5.0.5 or 7.5.0.6
o Maximo for Service Provider 7.5

Not compatible with SmartCloud Control Desk 7.5.x

Ensure Billing Crontasks and others are stopped

Steps
Backup DB and Maximo directory
How to do a standard install
o
o
o
o
o

Download
Passport
Install
ontofrom
Admin
Server Advantage or Xtreme Leverage (CRS31ML, CRS32ML)
Start the launchpad, select install Maximo for Service Providers
Follow steps of install program
Run update DB and deploy the application

Verifying successful installation

o Help > System Information - IBM Maximo for Service Provider 7.5.3.0

18

Configuration
Default value for Automated Bill Setting is MANUAL
Reports should automatically import but they can also be manually imported by
running the importreports command in the ..{HOME}\reports\birt\tools directory
Once imported security can be granted to the reports using Report
Administration app
There are 2 new applications, Companies(SP) and Company Master(SP) which
need to be added to proper groups using the Security groups application and
under Customer Object Restrictions
Actions to Reapply the Customer Agreement should be referenced in
WF/Escalation if needed
Consideration on whether or not to leave existing XML section of Price
Schedule

19

Troubleshooting
Service Provider Logger available
service_provider.log located Maximo root logger
Can be enabled and used to capture any billing related issues

20

Questions?

Youve heard all about it, now GO SEE IT!

Product
Page Maximo for Service Providers
http://www-01.ibm.com/software/tivoli/products/maximo-service-providers/
Information
Center Maximo for Service Providers
http://pic.dhe.ibm.com/infocenter/tivihelp/v49r1/topic/com.ibm.spr.nav.doc/welcome.html

Support
PageMaximo
Maximofor
forService
ServiceProviders
Providers
Product Wiki

http://www947.ibm.com/support/entry/portal/Overview/Software/Tivoli/Maximo_for_Service_Providers
http://www.ibm.com/developerworks/wikis/display/maximo/Maximo+for+Service+Providers

Fix
CentralMaximo
Maximofor
forService
ServiceProviders
Providers
http://www933.ibm.com/support/fixcentral/swg/selectFixes?parent=ibm~Tivoli&product=ibm/Tivoli/Maximo+for+Service+Prov
iders&release=All&platform=All&function=all
Redbooks
http://www.redbooks.ibm.com/abstracts/sg247891.html?Open

Sales Kit Maximo for Service Providers

http://w3-103.ibm.com/software/xl/portal/content?synKey=Z098428S98279H55

Backup Slides

Prior to 753