1. Presented by Randolf Hernandez Director of Sales - Regional 07-27-2015 Beyond The Technical Upgrade Enabling IBM Maximo 7.6 To Increase Asset Reliability

2. Beyond the Maximo Upgrade Maximo Historical Timeline Maximo 7.6 −Upgrade Benefits −User Experience −Functional Enhancements −Business Intelligence Enhancements −Technical Enhancements −Add On Features & Compatibility Maximo Upgrade Process −Timeline Factors −Upgrade Approaches Maximo Technical Upgrade Maximo Enhanced Upgrade Maximo Upgrade Project Methodology Question & Answer Session Agenda

3. Reliability Services Equipment / Asset Walk Downs Reliability Engineering PM Optimization Predictive Maintenance Program Development & Implementation Spare Parts Program Planning & Scheduling Reliability Program Implementation Systems & Technology Services System Source Selections System Gap Analysis EAM / CMMS ( Maximo, DataStream, SAP PM, JDE, Oracle) Implementations & Upgrades Calibration / Metrology Solutions Document Management & GIS Systems Hand-Held Technologies System Integration System Validation EAM / CMMS Support ASP Hosting Strategy & Business Process Services Maintenance Master Planning EAM Strategy Planning & Process Consulting KPI Development / Benchmarking Assessments MRO Supply Chain Optimization Maintenance Best Practices Work Flow Optimization Educational Services & Certifications Systems & Technology Beyond the Maximo Upgrade

4. Client-Server Procurement Java Enterprise 100% EAM/IT Maximo ESRI/GIS Technology Inventory Archt Integration Web Assets Mobile Billing 1989 1996 1998 2001 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 Maximo 3.0 Maximo 4.0 Launch Maximo 5.0 – 1st Java Architecture MRO acquires MainControl Maximo 5.2 - Industry Solutions MRO acquires Raptor for Configuration Mgmt. Maximo 6.0 – EAM Maximo Mobile IBM Acquires MRO Software IBM Integration Activities & Re-org of Development Smart Phone New Browsers Maximo 7.1 Linear Asset Manager. Admin Enhancements BIRT Reporting Maximo Spatial Service Provider Maximo Scheduler Maximo Everyplace Maximo Energy Mgmt. Maximo Mobile Suite Cognos Reporting Maximo 7.1.1 Maximo 7.5 Smarter Buildings SCM Enhancements EAM Enhancements Usability Enhancements Platform Enhancements First Leader Ranking on Gartner Group EAM Magic Quadrant Maximo 7.5.x Advanced Scheduling Industry Solutions Maximo Mobile Platform Updates Analytics Maximo Historical Timeline Next Generation Mobile Maximo Inventory Insights Maximo SaaS IBM Acquires Tririga IWMS

5. Maximo 7.6 Upgrade Benefits

6. Expanded capabilities to support business intelligence Intuitive navigation for users Increased Serviceability Improve visibility, increase resource utilization and reduce costs  Focus on User Experience – new look and feel, expanded start center configuration options  Analytical insights through Reporting, KPI’s and Dashboards – improved performance, increased user access and better tools to monitor the health of your business  Functional Enhancements – improved crew management and service addresses to support maps  Technology Improvements – expanded install and platform support  Built-in Mobility Capabilities – through Everyplace

7. Maximo 7.6 Upgrade Benefits REPORTING AND KPI’s USER EXPERIENCE  Sidebar navigation, updated fonts, colors and styling of applications. Improved layouts minimize horizontal / vertical scrolling  Application navigation (nested view) and Breadcrumbs across top  Hover dialog provides additional field information  Startcenter –multiple objects per result set  Exclusive Record Editing, Improved Date/Time calculations across timezones in Labor Transactions  Executive dashboards with Metric Reports and Metric Workspace Displays  Cognos 10.2.1 Dashboards & Security  Ad Hoc reports allows calculations, record limits, and summaries.  New KPI Template and KPI Viewer Applications  Individual KPI scheduling

8. Maximo 7.6 Upgrade Benefits INVESTMENT IN TECHNOLOGY FUNCTIONAL ENHANCEMENTS  Capabilities to support Crews including Crew types and a Crew application  Service Addresses for Assets & Locations  Public Map API and Application Designer for the Map Control (Google, Bing, ESRI)  Introduce Log tab in Quick Reporting, PR and PO applications  Content packages  Everyplace Embedded  Multi-tenancy  Improved management of Crontasks, Messaging, KPI Scheduling,  Automated scripting enhancements  Maximo Management Interface Utility  Expanded logging / log tags

9. Maximo 7.6 User Experience Introduction of a new look and feel, more intuitive navigation, providing more information to the user, and offering more configuration of the start center will allow for reduction of training costs and increased user satisfaction. Hover Dialogs Side bar Navigation New look Multiple Icons

10. Maximo 7.6 User Experience – New UI!

11. Maximo 7.6 User Experience – Styling Apps Lightweight headings Reduced spacing between fields Sections no longer expand to full page width Provide the ability to have multiple detail icons on a single field to allow single quick access to frequently used actions. Menu icon still shows Up to 3 additional icons

12. Maximo 7.6 User Experience – Hover Dialogs

13. Maximo 7.6 User Experience – Edit Mode

14. Maximo 7.6 Functional Enhancements Crew Management, Service Address and Open Map API support for improved work dispatching Extend the use of Communication logs to Quick reporting and purchasing applications Enhanced Asset Management capabilities to better assign work

15. WORK MANAGEMENT ASSET MANAGEMENT Asset Templates – Allow building predefined asset data for easy asset creation (Spares, PMs, Meters, Specifications, Data Sheets) Asset List Creation – Create multiple assets at one time utilizing the asset templates Linear Assets Visual Control - New tab provides graphical display of linear assets, features, attributes, and work orders Work Order Tracking Visibility into related purchasing records Additional materials visibility Assignments tab Job Plan Revisions – optional enforcement of revisions / revision history PM Forecasting on PM records Repair Facilities – allow performing work at specific facilities regardless of assets site ownership Maximo Functional Enhancements

16. PROCUREMENT MATERIALS MANAGEMENT Improved Stock/Non-Stock Item Management New Inventory Usage Application – Improves workflow for issues and transfers, staging, shipping, and bin management Improved material reservations (hard / soft allocations) LIFO, FIFO, Average, and Standard Costing Models Consignment Inventory Management PO Revisions – Manage multiple revisions of a purchase order Improved tax code management including tax exemptions Improved currency features – viewing costs in native and base currencies Receipts Tolerance management Voiding receipts Improved asset returns functionality Invoicing Invoice reversals Cross site invoices Accounting Chart of Accounts date ranges Organization level GL structures

17. Maximo 7.6 Business Intelligence Enhancements Cognos Entitlement to Cognos version 10.2 Provide Cognos Trending workspaces and reports Maximo Site restrictions at meta data level BIRT New calculations and summaries in ad hoc reports BIRT Upgrade Performance improvements thru BROS and configurable stop limits 100% cancel a report regardless of where it is in the process Additional export file options. 3 xls options can configure which are available to users. KPI’s New KPI Template application streamlining admin creation maintenance New KPI Viewer application improving end user visibility, understanding and collaboration Individual KPI scheduling and communication logs Examples: Provide the ability to individually schedule KPI’s providing users information when they need it. Support enterprise and ad hoc reports from a dedicated report server to improve performance. Define report stop limits to minimize report performance impacts Apply site and set restrictions to Cognos meta data published from Maximo so users creating or executing reports in Cognos only see data they have access to

18. Maximo 7.6 Business Intelligence Enhancements Maximo BI Packs: Content Work Order Management Asset Failure Management Asset Management Inventory Management Backlog WO Overdue WO Unplanned WO WO Costs # of Failures MTTR MTBF Asset Availability PM Plans Spare Parts Avg Maint Costs Actual to Budget Costs Inventory Turns Inventory Currency Material Stock outs Inactive Inventory

19. Maximo 7.6 Business Intelligence Enhancements User Defined Calculations and Summaries for Ad-Hoc reports

20. Maximo 7.6 Business Intelligence Enhancements 1.Enhanced architecture for report only server (BROS) 2.Automated notification of Long Running reports thru Escalations 3.Additional Email Export File Options -> file size, graphs 4.Configurable file format export options from Report Viewer 5.Addition of report server limits to prevent massive report execution 6.Updates to Direct Print with Attachments process to reduce wait time

21. Maximo 7.6 Business Intelligence Enhancements Streamlines creation/maintenance of KPIs for Administrators

22. Maximo 7.6 Technical Enhancements Improvements to Serviceability Message improvements Descriptive pointing to object/attribute LDAP mapping test to avoid null pointer exceptions Crontask improvements run on vs. do not run on Load balancing Troubleshooting Custom log message In-Session/User scoped logging Static UI IDs Additional logging captured in code Utilities Maximo Management Interface (MMI) Utility to add to object structure exclude list for new attributes added during upgrade/configure

23. Maximo 7.6 Technical Enhancements New dialog enabled on an application basis Enter text to show up in log before and after problem reproduction Custom log message

24. Maximo Technical Enhancements Automation Scripts Event Propagation BIDI Support MIF Application Authorization JAX-WS Web Service Support Application Level Import / Export Improved Migration Manager

25. Add On Features & Compatibility IBM Maximo Health, Safety and Environment Manager Eliminates defects to deliver safe and reliable operations Identifies safety climate issues and audit safety barriers Single point of entry - eliminates confusion Manage complexity and risk by enabling increased visibility and automation Support for optimization models, automated labor and crew assignment Replaces the need for pure planning and scheduling tools Effective resource utilization through optimized work schedules Improves the ability to respond quickly to emergency situations IBM Maximo Scheduler Supports users in both connected and disconnected scenarios Protected Investment from previous mobile entitlements Easily tailor the mobile UI, for delivered applications IBM Maximo Anywhere Introduce the 'next' generation mobile solutions

26. Maximo Upgrade Process Maximo Upgrade Process Overview

27. Maximo Upgrade Timeline Factors Current Maximo Version (4,5,6,7) Configuration Complexity Amount of Customization Number of Integration Touch Points Size & Complexity of Database / Architecture Training / Deployment Requirements Industry Solutions / Add On Products Upgrade Approach

28. Maximo Upgrade Approaches Technical Upgrade  Advantages Fastest Upgrade Path Minimizes upgrade effort (depending on current Maximo version) Minimizes resource involvement  Disadvantages No review of business processes No review of application effectiveness Does not fully incorporate new functionality options Limited improvement of maintenance effectiveness Enhanced Upgrade  Advantages Allows process / maintenance program improvements Incorporation of new features into business process CMMS data & configuration review CMMS effectiveness assessment Improved ROI  Disadvantages Requires additional implementation time Adds additional complexity & cost Additional SME expertise required

29. Maximo Technical Upgrade Technical Upgrade  Advantages Fastest Upgrade Path Minimizes upgrade effort (depending on current Maximo version) Minimizes resource involvement  Disadvantages No review of business processes No review of application effectiveness Does not fully incorporate new functionality options Limited improvement of maintenance effectiveness Technical Includes foundational elements required for a Maximo upgrade

30. Maximo Technical Upgrade Process 30 Determine Version Upgrade Process Maximo 4.1.1 – 5.1 Maximo 5.1 – 6.2 Maximo 6.0 – 6.2 Maximo 6.2 – 7.1 Maximo 7.1 – 7.5 Maximo Planning Maximo Core Application Maximo Add On Products Maximo Integration Maximo Mobile New Functionality Reviews / Impacts Required functional changes Configuration Impacts Workflow / process impacts Reporting impacts Architectural Planning Evaluate hardware / software changes Obtain / Deploy core applications Install and configure upgrade environments Upgrade Execution Execute Upgrade Process Configurations Customizations Reports Integrations Application Testing Execute Informal / Formal Testing Configurations Customizations Reports Integrations Mobile Maximo Training Update Training Material Update Job Aides Update CBT Material Train Maximo Champions End User Training Go Live / Deployment Cutover Plan Environment Preparation Execute Production Upgrade Go Live Technical

31. Maximo Enhanced Upgrade Approach Enhanced Upgrade  Advantages Allows process / maintenance program improvements Incorporation of new features into business process CMMS data & configuration review CMMS effectiveness assessment Improved ROI  Disadvantages Requires additional implementation time Adds additional complexity & cost Additional SME expertise required Enhanced The Enhanced Upgrade injects additional components into the technical upgrade process

32. Maximo Enhanced Upgrade Foundation GenesisSolutions Maintenance Maturity Continuum Enhanced

33. Maximo Enhanced Upgrade Components Review Improve Deploy Determine organizational maintenance program maturity Assess current CMMS utilization and effectiveness against organizational maintenance programs, strategies, and goals Review new application functionality and it’s ability to improve work practices Review industry solution / add-on / mobile products to evaluate organizational specific opportunities and leverage new technology Conduct business process review sessions to review maintenance processes and challenges Refine maintenance processes and workflows to facilitate an effective maintenance program Evaluate organizational maintenance KPIs and metrics to ensure program alignment Review Maximo data content and quality and develop data strategy Asset data Preventive Maintenance Condition Monitoring Inventory Failure Data Personnel Enhanced

34. Maximo Upgrade Project Methodology Initiation Phase Preparation Phase Design Phase Development Phase Test & Train Phase Go-Live & Support Phase Develop / Finalize Scope Assess Project Risks Establish Project Scope Assign Key Resources (Customer/Genesis) and Execute Core Team Training Establish Project Plan, Documentation Requirements Evaluate Process Changes, Change Management Approach Core Team Training Functional Design (Workflow, Security, Process, Metrics, Reporting) Business Process Engineering (Process Flows) Develop System Requirements (User & Functional) Technical Design (Architecture, Integration, Data Migration) Design Document Development Architectural & Security Development Functional Configuration Technical Configuration Develop Integrations Testing (Functional, Integration, Data Migration, Performance, User Acceptance) Training Plan Execution Cutover Plan Go-Live Post Go Live Support System Stabilization Application Lifecycle Management Process Execution

35.  Library of Templates  Business Process Flows  PAS 55 / ISO 55000  Genesis Shared Knowledgebase Project Delivery Methodology

36. ► Project status, costs, and quality reporting are key components of the Project Management process. Project Communications  Project Tracking Tools  Project Status Reports  Project Quality Tracking  Project Scorecards

37. Quality Management Process  Risk Assessment  Audit Scope  Quality Gates  Total Team Involvement

38. Q & A