Process flows
You can refer to the following general process flows that describe the as-delivered business processes of the IBM® Maximo® Real Estate and Facilities applications. You can also refer to process flows that describe more-specific processes within the applications and platform.
Portfolio lifecycle and hierarchies
- Managing portfolio data
Programs and projects process flows
You can use the program and project management features to automate, streamline, and manage capital project processes. You can manage all aspects of a capital project, from project setup to the execution and closeout of the project.
- General business process
- Managing programs and projects
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- Capital projects overview
- Project setup
- Project creation
- Project planning
- Design the project
- Manage the project
- Project procurement
- Build bid package
- Send and analyze bids
- Issue standard contract
- Build RFQ package
- Send and analyze RFQs
- Issue purchase order
- Project execution
- Manage and authorize work
- Start and complete work
- Supervise progress and budget
- Project closeout
Real estate lease and contract process flows
After you purchase a real estate property or lease an asset, you can document the contract in the application, maintain amendments, and track payments. These activities represent the contract management and lease accounting processes that occur after the planning process ends.
- General business process
- Managing real estate and assets
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- Real Estate process flows
- Contract process flows
- Overview of OSCRE process
- Lease abstract records
- Real Estate lease records
- Lease classification
- Owned property agreement records
- Overview of contract maintenance
- Real Estate overview
- Real Estate contract abstraction and creation
- Create an owned property contract
- Create a Real Estate lease
- Lease accounting assumption review
- Contract administration
- Payment processing
- Operating expense management
- Financial compliance
- Adjust payments
- Review the lease contract
Space and move process flows
You can use the space and move management features to maintain space plans and track space utilization, manage people and assets, and manage move projects.
- General business process
- Planning spaces and moves
Reservation process flows
You can use the Workplace Reservation Manager (Reserve) application to manage the reservations of shared rooms such as meeting spaces and work spaces, shared equipment such as projectors, and shared vehicles.
- General business process
- Managing reservations
Strategic facility planning process flows
You can use the Strategic Facility Planning (SFP) capabilities to understand core business demands, simplify complex planning analysis, and streamline the implementation of facilities plans.
- General business process
- Strategic facility planning
Maintenance and service process flows
You can use the maintenance and service management features to maintain or increase the efficiency, reliability, and safety of their assets and locations.
- General business process
- Managing operations and services
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- Managing services
- Service management process
- Service plans
- Service assignment matrix records
- Reading-based PM schedules
- Maintenance and service management overview
- Service setup
- Auto-created projects
- Auto-created tasks
- Auto-created task for each asset or location
- Project or task assignment setup
- Task assignment setup for each asset or location
- Service initiation
- Contact Center
- Self-service portal
- Planned maintenance
- Project or task creation
- Service assignment
- Resource assignment
- Service fulfillment
- Complete project
- Complete task
- Bidding process
- Request for proposal
- Requests for quotes
Platform architecture and integrations
- Managing performance framework
- Integrating data with external applications
- Administering the platform