The Maximo Leadership Initiative (MLI) is one of Orange County Utilities’ (OCU’s) initiatives to address technical needs that impact activities across the department. The goal is to use its computerized maintenance management system (CMMS) effectively and consistently as an enterprise business tool. The MLI effort also includes establishing a consistent framework so that all who are using the system have a common understanding and language; defining the elements of key Maximo standards, protocols and procedures; and creating a platform to track and visualize performance of the initiative through a dashboard. OCU comprises 7 divisions, employing more than 900 staff, and all divisions use Maximo in some capacity. Maximo is the mechanism to track and capture maintenance activities. Other uses include getting asset information out of, or into the system. As such, each division has a part in getting the most effective data into Maximo, and extracting key information out to help make sound business decisions. The approach used by Brown and Caldwell (BC) and OCU to perform MLI work followed best practices for conducting an assessment and was well documented so that OCU can revisit the process periodically and adjust activities as needed to meet changing goals or drivers. Following a practical approach meant that the recommendations from the findings were made incremental, achievable and measurable with OCU’s available resources. BC worked with OCU senior management to establish goals and objectives for using Maximo; assess the current state of OCU’s Maximo use and its desired state and priorities through facilitated workshops with Maximo subject matter experts; develop the actions needed to address the gaps in practices; establish policies and measures to guide and track performance; and set up a continuous improvement cycle using a Microsoft Power BI performance measures and KPIs dashboard to address changing needs of the program.

Contributor/Source

Dennis Mulacek;Jacqueline Torbert;Jennifer Myers

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