Thomas Knowles Product Architect16 July 2014

TTEC GO:Whats new in Maximo Service Provider 7.5.3

Agenda

Maximo Service Provider Big PictureWhats new in Service Provider 7.5.3?

Automated and Continuous BillingConditional PricingCustomer Enabled CompaniesCombined Billing ReportsUsability Enhancements

Installing and troubleshooting

Questions and answers

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Maximo for Service Provider OverviewIBM Maximo for Service Providers, as an add-on to Maximo is the most comprehensive solution for billings and managing services. It provides extensive capabilities in Billing, Customer Agreement, and Service management for all asset classes.

Available Applications andEnhancements for Service Providers

Customer ManagementFinancial ManagementService Management- Response Plans- SLA

Contract Management

Procurement Management

Inventory Management

Work ManagementAsset Management

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Customer ProfilesService 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 sellCompanies who maintain facilities for their customers

Retail Space, Offices, Shopping Malls, AirportsService StationsPlants, Manufacturing Facilities

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

Applies to all asset classes

ProductionEquipment TransportationAssets IT Hardware and SoftwareFacilities

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Business Objectives

Opportunity to solidify expansion of footprint with existing customers Delivering new capability needed for key customers

Capabilities that increase customer satisfaction for existingsegments

customer

Expanded flexibilityImprovements usability of existing functionPotential 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 Customer Bills are created w/o manual interventionAutomation is executed by the Cron Task

100% automation for bill creation, eliminating previous manual steps

Allow processing of multiple bills for the same agreement, removing priorlimitation 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 againstActive cron task

agreement w/grouping

Review created bills

Conditional Pricing

Pricing based on itemcondition

Automatic price calculation

service delivered based on

service item based on

of

characteristics of the Asset,Location or ConfigurationItems 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 tosupport 1 to many association to customer

Ensures use of specific Companies by customeron security restriction

based

Filtering in context of the customer requesting service topreferred vendor is utilized

ensure

Demo Customer specific Companies

Show Companies (SP) data restrictions

Create a new elevator workShow filtering of Vendors inCreate a new elevator work

order for DCH

context of customer

order for WGB

Show filtering Vendors in context of customer

Combined Billing Reports

All bills from reoccurring fees and 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 clarity on margin of loss/gain for services delivered to each customer for all bills in a billing period

Leverages advanced search, saved query and existing QBR features

Demo Combined Billing Reports

GoGo

toto

Customer Billing, run saved query, run report

Bill Review, run saved query, run report

Minor Usability Improvements

Improved filtering of customer on Tickets and Work OrdersAbility Bill Line adjustmentsAction to reapply a customer agreementRemove IT Asset Management tabs on Price SchedulesAdd reference to Billing Schedule on Sales OrderFill 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

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Maximo or Maximo Industry Solution 7.5Tivoli process automation engine (Tpae) 7.5.0.5 or 7.5.0.6Maximo for Service Provider 7.5

Not compatible with SmartCloud Control Desk 7.5.xEnsure Billing Crontasks and others are stopped

Steps

Backup DB and Maximo directoryHow to do a standard install

Download from Passport Advantage or Xtreme Leverage (CRS31ML, CRS32ML) Install onto Admin ServerStart the launchpad, select install Maximo for Service ProvidersFollow steps of install programRun update DB and deploy the application

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Verifying successful installationo Help > System Information - IBM Maximo for Service Provider 7.5.3.0

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Configuration

Default value for Automated Bill Setting is MANUALReports should automatically import but they can also be manually imported by

running the importreports command in the ..{HOME}\reports\birt\tools directoryOnce imported security can be granted to the reports using ReportAdministration 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 RestrictionsActions to Reapply the Customer Agreement should be referenced inWF/Escalation if neededConsideration on whether or not to leave existing XML section of PriceSchedule

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Troubleshooting

Service Provider Logger available

service_provider.log located Maximo root loggerCan be enabled and used to capture any billing related issues

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Questions?

Youve heard all about it, now GO SEE IT!Product Page Maximo for Service Providershttp://www-01.ibm.com/software/tivoli/products/maximo-service-providers/Information Center Maximo for Service Providershttp://pic.dhe.ibm.com/infocenter/tivihelp/v49r1/topic/com.ibm.spr.nav.doc/welcome.html

Support Page Maximo for Service Providershttp://www-947.ibm.com/support/entry/portal/Overview/Software/Tivoli/Maximo_for_Service_ProvidersProduct Wiki Maximo for Service Providershttp://www.ibm.com/developerworks/wikis/display/maximo/Maximo+for+Service+Providers

Fix Central Maximo for Service Providershttp://www-933.ibm.com/support/fixcentral/swg/selectFixes?parent=ibm~Tivoli&product=ibm/Tivoli/Maximo+for+Service+Prov iders&release=All&platform=All&function=allRedbooks Maximo for Service Providershttp://www.redbooks.ibm.com/abstracts/sg247891.html?Open

Sales Kit Maximo for Service Providershttp://w3-103.ibm.com/software/xl/portal/content?synKey=Z098428S98279H55

Backup Slides

Prior to 753