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Using Mobile Devices for Maximo
Inventory and Tool Management
at the
San Francisco PUC
2
WASTEWATER ENTERPRISE
 Over 800,000
customers
 Over 1000 miles
of sewer
pipelines
(combined
system)
 4 treatment
plants
 21 pump stations
 Over 300,000
assets
SFPUC Geography
Asset Management
Goals
Asset Management Goals
Quickly identify the spare parts needed for critical Assets:
Establish accurate levels of inventory to ensure supporting
spare parts are available at all times for critical assets
By having accurate on hand quantities and parts available on
site for the Maintenance Crews, we hope to:
• Decrease excessive or unplanned downtime by 5-7%
• Increase crew wrench time by 12-15%
Asset Management
Priorities
Minimize Asset Lifecycle Costs reducing unplanned critical asset down
time with a Solid Warehouse Inventory Spare Parts Program
Key components to minimizing lifecycle costs utilizing Mobile:
• Optimize Warehouse and Inventory program
• Easy access to available parts
• Reveal accurate counts to support PM and CM work in the
field
• Increased staff confidence of accurate inventory levels
• Optimize Planning and Scheduling of CM and Critical Work
• Easily identify Spare Parts during an Emergency Response
situation
Asset Management Priorities
MOBILE FUNCTIONALITY
Warehouse Functions
Tool Room Functions
Basic Challenges before Launching
Mobile Solutions
• Updating Technology
• Process Improvements
• End User Adoption
• Departmental Collaboration
• Reliable WIFI Access
• Network Security: working with IT
• Solid requirements gathering
• Mapping out a clear Business Process
• Have an SOP that supports your
Business Process
Developing a Mobile Framework
Old School
Create
Work
Order
Print
Work
Order
Assign
Work
Distribute
Work
Prioritize
Work
Perform
the Work
Return
to Office
Complete
associated
paperwork
Organize
Work
Orders
Manually Enter Data into
Maximo
Pencil & Paper Process
Benefits of Mobility
• Increased Productivity
• Business Process Improvement
• Increased Data Accuracy
• Streamlined Operations
• Maximized Value of Maximo
Create
Work
Order
Assign Work
Perform
Work
Synchronize
Data with
Database
SFPUC to Utilize Enterprise Approach
to Mobility
Easy to install, configure and administrate
Uniform User Interface
Integrate with multiple databases
 Flexible Licensing – named vs. concurrent
5 Phases of the Mobile Project Life Cycle
• Ease of use: wireless scanning makes it
easy to input information
• Reduces Time: mobile vs. walking back
and forth to desk top
• Diminishes errors: scanning allows for
more accuracy
• Monthly Cost Savings
End User Feedback
ESTIMATED MONTHLY COST SAVINGS
Transaction Type
Est. # Daily
Transactions
Time
in Min
Total
Time
Cost per
Transaction
X20 days
Warehouse Issuing 40 7 280.00 $2.87 $803.60
Tool Room Issues and Returns 25 10 250.00 $4.10 $1,025.00
Receiving Items 10 10 100.00 $4.10 $410.00
Conducting Cycle Counts N/A 60 60.00 $36.90 $2,214.00
Correcting Discrepancies N/A 10 10.00 $6.15 $61.50
$4,514.10
Transaction Type
Est. # Daily
Transactions
Time
Total
Time
Cost per
Transaction
X20 days
Warehouse Issuing 40 5 200.00 $2.87 $574.00
Tool Room Issues and Returns 25 5 125.00 $4.10 $512.50
Receiving Items 10 5 50.00 $4.10 $205.00
Conducting Cycle Counts N/A 30 30.00 $36.90 $1,107.00
Correcting Discrepancies N/A 5 5.00 $6.15 $30.75
$2,429.25
MONTHLY MOBILE COST FOR COMMON TRANSACTIONS
Total COST
Total COST
SFPUC-WWE
INVENTORY TRANSACTION TOTALS
COST COMPARISON: MANUAL VS. MOBILE
Labor cost is calculated at $25 per hour
MONTHLY MANUAL COST FOR COMMON TRANSACTIONS
NEW TOOL ROOM
PROGRAM OVERVIEW
BENEFITS OF TRACKING TOOL ROOM
ITEMS
• Knowing where the tools are at all times and
knowing when they are due back.
• Better planning of CMs and PMs requiring
specific tools (Example: calibration and safety
equipment)
• Ensuring critical tools are available to
schedule critical work
• Beneficial to planning and scheduling.
• Tool Usage Reporting supports
procurement of additional tools needed
Tool Room – Issuing Video
• Warranty Tracking
Identifying warrantied Tools for free replacement
• Damaged Tool Replacement
Tracking and Replacement Policy
Tracking cost of damaged tools
Creating a virtual Warehouse for damaged items
• Safety
Replacing damaged tools critical to safety of employees
Tool Room Best Practices
Returning Tool Video
Overdue Tool Report Benefits
• Tools on report reveal tools that are overdue
• You can set return date to any date desired or
select to default date
• Set default return dates in DataSplice
• SPUC requires 2 weeks to return tools
OVERDUE TOOL REPORT
MOBILE
FUNCTIONALITY
(Warehouse)
Mobile Benefits (Warehouse)
• Tracking cost of consumables is more accurate
• Saves Time (Manual vs. Mobile)
• Easier to find parts: using mobile to search by
description which reveals Bin numbers
• Expedites Emergency Management Situations
Issuing Item from Warehouse
Issuing Item from Warehouse
Streamline process for receiving
Purchase Orders via Mobile Device
• Ability to move around – use mobile to
receive items outside of Warehouse
• Inspection can be completed at the receiving
point – one stop shop – can do everything all
in one transaction with mobile device
• Ability to easily scan PO#s versus entering
manually
Receiving Item
CYCLE COUNTS
Why CYCLE COUNTS?
• Ensure accuracy of inventory
• Track usage of inventory to
ensure availability
• Track usage of critical items
needed for critical work
• Validate on-hand availability of
critical spare parts
• Cycle count ensures accurate
on-hand quantities reducing a
NEVER OUT situation
Conducting a Cycle Count
Causes of Inventory Discrepancies
(Manual Process)
• Inventory Practices not enforced
(parts leave Warehouse without real
time transaction)
• Tools and Test Equipment not part of
inventory process
• Items not labeled or mislabeled
• Storage area not designated in
Maximo
• Mistakes issuing out and or receiving
items
Fixing CYCLE COUNT DISCREPANCIES
Fixing Cycle Count Discrepancies
Discrepancy Correction Screen
CYCLE COUNT REPORT
• Easy to identify critical spares
• Ensuring critical spare QOH is accurate
• Help serve as a report to review when items
are running low – provided the report is
accurate and there are no discrepancies
• Allows you to search by BIN# versus walking
out to Bin to see what you have
• Cycle count ensures accurate on-hand
quantities – reducing a NEVER OUT situation
of critical parts
CYCLE COUNT REPORT
Hardware Decisions
Mobile Challenges after Implementation
• End User feedback to further develop
improvements
• Strong reliable Wi-Fi capabilities
• Willingness to change current Business
Processes
• Adopting Best Practices to take Mobile to the
next level
• Having a mobile Administrator (Tech Support)
• Device Management Application (Maas 360)
QUESTIONS??
CONTACT INFORMATION
Christine Spencer (SFPUC)
CSpencer@sfwater.org
(415) 554-3276
Paul Bonitz (SFPUC)
PBonitz@sfwater.org
(415) 554-3461
Job Optimization Systems
More than just Mobile….
scott.schilling@datasplice.com
Direct & Text (530) 919-4631
Building the Foundation

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SFPUC and DataSplice Mobile for Maximo

  • 1. Using Mobile Devices for Maximo Inventory and Tool Management at the San Francisco PUC
  • 2. 2 WASTEWATER ENTERPRISE  Over 800,000 customers  Over 1000 miles of sewer pipelines (combined system)  4 treatment plants  21 pump stations  Over 300,000 assets
  • 5. Asset Management Goals Quickly identify the spare parts needed for critical Assets: Establish accurate levels of inventory to ensure supporting spare parts are available at all times for critical assets By having accurate on hand quantities and parts available on site for the Maintenance Crews, we hope to: • Decrease excessive or unplanned downtime by 5-7% • Increase crew wrench time by 12-15%
  • 7. Minimize Asset Lifecycle Costs reducing unplanned critical asset down time with a Solid Warehouse Inventory Spare Parts Program Key components to minimizing lifecycle costs utilizing Mobile: • Optimize Warehouse and Inventory program • Easy access to available parts • Reveal accurate counts to support PM and CM work in the field • Increased staff confidence of accurate inventory levels • Optimize Planning and Scheduling of CM and Critical Work • Easily identify Spare Parts during an Emergency Response situation Asset Management Priorities
  • 11. Basic Challenges before Launching Mobile Solutions • Updating Technology • Process Improvements • End User Adoption • Departmental Collaboration
  • 12. • Reliable WIFI Access • Network Security: working with IT • Solid requirements gathering • Mapping out a clear Business Process • Have an SOP that supports your Business Process Developing a Mobile Framework
  • 13. Old School Create Work Order Print Work Order Assign Work Distribute Work Prioritize Work Perform the Work Return to Office Complete associated paperwork Organize Work Orders Manually Enter Data into Maximo Pencil & Paper Process
  • 14. Benefits of Mobility • Increased Productivity • Business Process Improvement • Increased Data Accuracy • Streamlined Operations • Maximized Value of Maximo Create Work Order Assign Work Perform Work Synchronize Data with Database
  • 15. SFPUC to Utilize Enterprise Approach to Mobility Easy to install, configure and administrate Uniform User Interface Integrate with multiple databases  Flexible Licensing – named vs. concurrent
  • 16. 5 Phases of the Mobile Project Life Cycle
  • 17. • Ease of use: wireless scanning makes it easy to input information • Reduces Time: mobile vs. walking back and forth to desk top • Diminishes errors: scanning allows for more accuracy • Monthly Cost Savings End User Feedback
  • 18. ESTIMATED MONTHLY COST SAVINGS Transaction Type Est. # Daily Transactions Time in Min Total Time Cost per Transaction X20 days Warehouse Issuing 40 7 280.00 $2.87 $803.60 Tool Room Issues and Returns 25 10 250.00 $4.10 $1,025.00 Receiving Items 10 10 100.00 $4.10 $410.00 Conducting Cycle Counts N/A 60 60.00 $36.90 $2,214.00 Correcting Discrepancies N/A 10 10.00 $6.15 $61.50 $4,514.10 Transaction Type Est. # Daily Transactions Time Total Time Cost per Transaction X20 days Warehouse Issuing 40 5 200.00 $2.87 $574.00 Tool Room Issues and Returns 25 5 125.00 $4.10 $512.50 Receiving Items 10 5 50.00 $4.10 $205.00 Conducting Cycle Counts N/A 30 30.00 $36.90 $1,107.00 Correcting Discrepancies N/A 5 5.00 $6.15 $30.75 $2,429.25 MONTHLY MOBILE COST FOR COMMON TRANSACTIONS Total COST Total COST SFPUC-WWE INVENTORY TRANSACTION TOTALS COST COMPARISON: MANUAL VS. MOBILE Labor cost is calculated at $25 per hour MONTHLY MANUAL COST FOR COMMON TRANSACTIONS
  • 20. BENEFITS OF TRACKING TOOL ROOM ITEMS • Knowing where the tools are at all times and knowing when they are due back. • Better planning of CMs and PMs requiring specific tools (Example: calibration and safety equipment) • Ensuring critical tools are available to schedule critical work • Beneficial to planning and scheduling. • Tool Usage Reporting supports procurement of additional tools needed
  • 21. Tool Room – Issuing Video
  • 22. • Warranty Tracking Identifying warrantied Tools for free replacement • Damaged Tool Replacement Tracking and Replacement Policy Tracking cost of damaged tools Creating a virtual Warehouse for damaged items • Safety Replacing damaged tools critical to safety of employees Tool Room Best Practices
  • 24. Overdue Tool Report Benefits • Tools on report reveal tools that are overdue • You can set return date to any date desired or select to default date • Set default return dates in DataSplice • SPUC requires 2 weeks to return tools
  • 27. Mobile Benefits (Warehouse) • Tracking cost of consumables is more accurate • Saves Time (Manual vs. Mobile) • Easier to find parts: using mobile to search by description which reveals Bin numbers • Expedites Emergency Management Situations
  • 28. Issuing Item from Warehouse
  • 29. Issuing Item from Warehouse
  • 30. Streamline process for receiving Purchase Orders via Mobile Device • Ability to move around – use mobile to receive items outside of Warehouse • Inspection can be completed at the receiving point – one stop shop – can do everything all in one transaction with mobile device • Ability to easily scan PO#s versus entering manually
  • 33. Why CYCLE COUNTS? • Ensure accuracy of inventory • Track usage of inventory to ensure availability • Track usage of critical items needed for critical work • Validate on-hand availability of critical spare parts • Cycle count ensures accurate on-hand quantities reducing a NEVER OUT situation
  • 35. Causes of Inventory Discrepancies (Manual Process) • Inventory Practices not enforced (parts leave Warehouse without real time transaction) • Tools and Test Equipment not part of inventory process • Items not labeled or mislabeled • Storage area not designated in Maximo • Mistakes issuing out and or receiving items
  • 36. Fixing CYCLE COUNT DISCREPANCIES
  • 37. Fixing Cycle Count Discrepancies
  • 39. CYCLE COUNT REPORT • Easy to identify critical spares • Ensuring critical spare QOH is accurate • Help serve as a report to review when items are running low – provided the report is accurate and there are no discrepancies • Allows you to search by BIN# versus walking out to Bin to see what you have • Cycle count ensures accurate on-hand quantities – reducing a NEVER OUT situation of critical parts
  • 42. Mobile Challenges after Implementation • End User feedback to further develop improvements • Strong reliable Wi-Fi capabilities • Willingness to change current Business Processes • Adopting Best Practices to take Mobile to the next level • Having a mobile Administrator (Tech Support) • Device Management Application (Maas 360)
  • 44. CONTACT INFORMATION Christine Spencer (SFPUC) CSpencer@sfwater.org (415) 554-3276 Paul Bonitz (SFPUC) PBonitz@sfwater.org (415) 554-3461
  • 45. Job Optimization Systems More than just Mobile…. scott.schilling@datasplice.com Direct & Text (530) 919-4631 Building the Foundation

Editor's Notes

  • #31: Today, I will be showing just the Tool module….Search tools, issue & return tools, issued tool report, overdue tool report.
  • #46: DataSplice is actually a complete mobile toolkit. DataSplice provides a comprehensive mobile system for IBM Maximo, which offers the easiest administration, the quickest implementation, the most flexible integration, the most compatible system, and the most cutting edge mobile platform for Maximo Enterprise Asset Management.