Initiate Phase – Project Kickoff and Logistics, and Maximo Immersion Training. During this phase of work, EDI reviewed and confirmed the project plan and established a project communication plan after conducting project kickoff and onboarding. EDI performed “watch and learn” style Maximo immersion training for key SBBC personnel that covered pertinent modules to the implementation including assets, failure codes, work management, inventory, purchasing, basic system administration and integration framework, and more.
Define Phase – Capture Functional Design and Transportation Assumptions. EDI conducted twelve (12) one-day topic-based workshops:
For each workshop, documentation and client review was provided along with session notes. From the session notes, a single functional requirements document was compiled. EDI also produced a data migration plan during this phase, which outlined the plan for capturing and migrating data to and from environments throughout the life of the project. In addition, an integration strategy plan outlining the plan for integrating Maximo and SAP and a configuration management plan outlining the different Maximo environments and their purpose were produced. Updates were also made to the project plan and included a plan for the development iterations. Lastly, EDI conducted a transportation specific workshop that focused on modules that were specific to the Maximo transportation industry solution including warranty claims, campaigns, position and component codes and driver’s logs.
Develop Phase – Development Iterations, Reporting Assumptions, Data Migration Assumptions, Integration Assumptions, and Material Assumptions. For each sprint, major tasks included developing the session, test scripts and training material, performing an end of sprint demonstration, and providing feed spring issues/feedback to the product log. The ten (10) sprints associated with this project are as follows:
SBBC was also entitled to five (5) custom BIRT reports during this phase. For each report, major tasks included reviewing the report specification template and building and deploying the BIRT report. Where possible, EDI migrated existing foundational data such as assets, locations and preventative maintenance plans into Maximo from the compass system. EDI provided data templates for new data to support processes, of which SBBC was responsible for then populating. When populated, EDI was responsible for loading the templates into Maximo. EDI also integrated Maximo with SAP during the develop phase and was lastly responsible for building a role-based training manual for the implementation. For each training manual, EDI compiled a list of recommended use cases, and built out the training manual to include a description of the overall role, areas of the system that the role interacted with, and a step by step procedure for each of the use cases defined for the role.