Modernizing Maximo purchasing The Order Hub Modernizing Maximo purchasing Mike Popovic President, P2Insight FMMUG New Orleans February, 8-9, 2017

Introduction P2Insight is a relatively new company of Maximo veterans Although we know Maximo really well, we are not all things Maximo We focus on one thing: Improving the Procurement Process for Items and Services Using Maximo, whether through Purchase Orders or through Work Orders. We optimize the entire Procurement Process: communication, negotiation, updates, revisions, expediting, notifications, payments…. From beginning to end. P2P – Procure to Pay © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

Why the Procurement Process? Over the past two decades technology has changed the world drastically… © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

Why the Procurement Process? …but many Maximo customers are procuring goods and services in mostly the same way that they did a couple decades ago… © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

How are you using Maximo? Does your organization use Maximo Purchasing? Is your storeroom decreasing in size and volume, because you are buying more parts directly from Vendors, more frequently and on demand, when you need them? Are you purchasing more things, more frequently? Does your organization use Contractors? Is the use of Contractors increasing? Is the volume of work by Contractors increasing? If yes, are your tools getting better to help you handle all this extra volume? © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

How are you using Maximo? How do you place orders for good or services? Fax it to the Vendor? E-Mail it? Anyone using anything else? How do you source/find the item you need, and where you can get it? Vendor Catalog on CD? Internet / Google Search? Staples, Grainger or other on line Catalogs Any other methods? © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

How are you using Maximo? Do you ever send the Order to the Vendor/Contractor, and then wonder if they received it, are acting on it, will deliver? How do you resolve this? Do you ever get the price wrong, and have to correct the PO? How is this communicated to you? Do you ever approve with Vendor, but forget to update PO? Does the invoice ever come with a price that is different than the price on the PO? Does this take a long time to resolve? © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

Procurement in the last 20 years WHAT HAS CHANGED? Everything! Maturity of the Internet Cloud computing Everything is connected and ‘smart’ Software Applications / User Expectations Computing Devices On Line Catalogs / Marketplaces Payment Methods Your requirements Your business processes © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

Why do we focus on the Procurement Process? There was hope for a major change when IBM acquired OCI, the on-line catalog, but plans to offer it alongside Maximo were shut down in 2009 Maximo customers in general have incorporated a few changes…. More customers using Workflow for Automated Approvals More using Notifications Moved from Printing POs, to Manual Faxing, then to Automated Faxing, and now mostly e-mail. But, for many that is extent of procurement changes! © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

Procurement in the last 20 years WHAT HAS CHANGED? Increased dependence on a reliable supply chain Organizations carry less inventory Fewer types of items Fewer quantities of each item Why? Cost of maintaining inventory on-hand is high Vendors more accountable and better at delivering on time Delivery time better and less costly Parts become obsolete faster Organizations outsource more work Specialized Expertise Peripheral services Shared services Core production Why? Flexibility with labor Specialist firms offer better service, lower cost Stick to core competency, all else outsource to specialists Lower cost, higher efficiency © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

Is only as strong as your purchasing process Your supply chain Your supply chain Is only as strong as your purchasing process © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

The Order Hub CONNECTED, AUDITABLE PURCHASING FOR MAXIMO Follow your existing PO or WO creation & approvals processes in Maximo. The Order Hub transmits your order and facilitates the external purchase process with your vendor. With The Order Hub, you and your vendors are integrated. Your supply chain is integrated. Let the vendor do the data entry changes and updates! You approve them. © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

Fully Integrated with Maximo A Stand-Alone application on the web that is fully integrated with Maximo. You can use it on its own, or with Maximo. Designed to work with any system. If you ever switch to a different Procurement system, we can integrate it to your chosen system. Your investment it protected. You continue to use Maximo, as you always have, with a few minor adjustments. We extract the PO, RFQ, Price Contracts, or WO and publish it on the Hub, and notify the vendor that there is a new request for them © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

We take a Maximo Object... © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

Publish it on a B2B Portal... © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

Give the Vendor an easy way to acknowledge, validate, update, request a revision, and confirm © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

Keep an Audit Trail of all Communications and Events © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

Incorporate an Automated Rules Based Expediting Engine Any object can be set up for expediting by Buyer or Seller Any field in the database can be used as filter or trigger criteria Send a message to specified User or Role © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

The Order Hub Works with Maximo: Purchase Orders Request for Quote Contract Price Updates Work Orders Work Order Quotes Receipts Invoices © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

The Order Hub and Vroozi Marketplace VENDOR CATALOG PUNCH-OUT DIRECTLY FROM MAXIMO P2Insight is partnering with leading edge e-Commerce solution provider Vroozi The Order Hub connects with Vroozi’s robust smartOCI marketplace Lets us punch-out to their vendor catalog to search for parts and bring them back to your order in Maximo © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

smartOCI Marketplace Landing Page User is automatically logged into the smartOCI Marketplace User can search for items in the marketplace From Maximo, a user opens Vroozi’s smartOCI Marketplace. The smartOCI Marketplace is integrated with Maximo via The Order Hub. © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

smartOCI Search Results Search results list from respective suppliers © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

Checkout back to Maximo from smartOCI smartOCI Marketplace items returned back to Maximo Purchase Request © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

Summary We extend Maximo with Procure to Pay (P2P) capability The Order Hub Simplifies communication with vendors Provides a complete detailed order revision history Automates process, leaving you to deal only with exceptions Vroozi Marketplace Direct access to on-line catalogs, with current and accurate information for your sourcing needs. Offers vendor punch-out to the Vroozi marketplace, and returns Shopping Cart to Maximo This is what we call… © 2017 P2Insight Inc. — All rights reserved. Trade Secret Information.

P2Insight THE ORDER HUB For more information, please contact: Mike Popovic P2Insight Inc. www.p2insight.com E-Mail: info@p2insight.com Tel: 905 517-2155