Pre-Implementation Planning for Building a Maximo / SCCD Organization Part 1
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A few years ago at the Pulse conference in Las Vegas I presented on the topic of Organizational Planning in Maximo. I focused on the importance of thinking about how to define many of the entities that make up an organization such as sites, locations, assets, financial structure business process etc. I decided to revisit this topic after talking with clients over the last few years who have "painted" themselves into a corner by defining these entities incorrectly.
One of the things that I can't stress enough, before Maximo or SCCD is even installed for the first time, is to spend the time in planning stage to help avoid huge headaches in the future. What I mean by this is, as a planner, spend the time talking to the people who make up your business, the people in the trenches that make things happen. Ask them what they need to do their jobs effectively. Ask them how they do their jobs. Ask them how they define the various entities that they deal with on a daily basis. This will help you to think about the differences between organizations, sites, locations and business processes.
It's so important to make sure that you use what you've learned to help put your plans on the right path. The decisions that you make can have a huge impact on how you use Maximo now and in the future. You have to consider that many of these decisions, once made and put into motion within Maximo, can be difficult if not impossible to back out of.
Financial, Currency and GL Structure. Defining this data obviously is very important to keep track of your financial transactions. In addition this will factor into how you define your organizations. If you have multiple entities that use different currencies, different GL accounts or use different financial processes, you’ll probably want to define each of these entities as it’s own organization. You want to decide what organizations maintain their own set of GL accounts and cost centers. Again all of this will help you to define what an organization is in your business.
Geography. This is another important consideration that ties in closely with how you define your organizations. Maybe your company has offices in multiple locations or countries and because of this you have different business processes at these locations. If that’s the case, you’ll probably need to think about the differences between them and then consider how you define these entities. Are they different enough that you need to have each of these offices defined as organizations or are they similar enough that they can be defined under an umbrella organization as sites or locations?
Sites, Locations. As I mentioned previously it’s important to think about how various entities are defined within your business framework. Sites and locations have to be considered as important building blocks for your organization. You need to think about how you define a site and how you define a location. Is a site defined as a city or town, a road, or multiple buildings in a single industrial park, or is a site a single building? After you determine how you define your organization and sites, you’ll need to then decide how you want to define your locations. Are locations defined as a city, a road, building, a room in a building, a section of a room etc. It’s extremely important to have an understanding of how the location structure in your business is designed. Is the location system set up as hierarchy with a parent / child relationships or a networked systems with multiple parents / children etc.?
Assets, Inventory, Tools. Along with all the other considerations, it's important to think about how you define assets, inventory, and tools. There's a considerable difference between a $5000 serialized component for an Abrams M1 Main Battle Tank and a screw driver that's used to work on it. Likewise there's a considerable difference between a non-consumable part and one that is used once then tossed in the dumpster. It's important for you to determine how your inventory is stored and tracked. Maybe in your business model a $5000 component is a consumable and as such it doesn't need to be considered an asset so it's important to think about difference between these various entities.
To summarize, keep the following in mind:
In part two we'll take a look at some of the right questions to ask and them some final thoughts as well as sugg
Take care and stay safe out there!