TRM RulesManager SE Assessment Questionnaire
There are some error(s). Please see each marked section below.
Required Question(s)
Progress:
1.
What is your production Maximo version?
4.x
4.x
5.x
5.x
6.x
6.x
7.x
7.x
2.
Do you have a single Maximo instance or multiple Maximo instances?
Single instance
Single instance
Multiple instances
Multiple instances
3.
How many primary Maximo users do you have?
50 characters left.
4.
How many secondary Maximo users do you have?
50 characters left.
5.
How many requestor Maximo users do you have?
50 characters left.
6.
How many locations in your organization are using the Maximo instance?
50 characters left.
7.
What is your Database?
50 characters left.
8.
What is your web platform?
50 characters left.
9.
What is your OS?
50 characters left.
10.
What is your reporting tool?
50 characters left.
11.
Which Maximo modules are your currently using?
Assets/Equipment
Assets/Equipment
Workorders
Workorders
Contract
Contract
Deployed Assets (IT)
Deployed Assets (IT)
Inventory
Inventory
Planning
Planning
PM Module
PM Module
Purchasing/PR
Purchasing/PR
Resources
Resources
Safety
Safety
Service Desk
Service Desk
Integration (MEA)
Integration (MEA)
Reporting (Actuate)
Reporting (Actuate)
Self Service
Self Service
Service Management
Service Management
12.
Which type of handheld do you use?
Syclo
Syclo
IBM
IBM
13.
How many handheld users do you have?
50 characters left.
14.
What Optional Modules do you use?
Instrument Calibration Manager
Instrument Calibration Manager
Maximo Enterprise Adaptor (MEA)
Maximo Enterprise Adaptor (MEA)
Mobile Inventory, Work, or Audit
Mobile Inventory, Work, or Audit
Mobile Calibration
Mobile Calibration
Adaptor for MS Project or Primavera
Adaptor for MS Project or Primavera
15.
What Industry Solutions Modules are you using?
Life Sciences
Life Sciences
Nuclear Power
Nuclear Power
Oil and Gas
Oil and Gas
Transportation
Transportation
Utilities
Utilities
16.
Do you plan to upgrade?
Yes
Yes
No
No
17.
If you plan to upgrade, which version do you plan to upgrade to?
4.x
4.x
5.x
5.x
6.x
6.x
7.x
7.x
18.
If you plan to upgrade, when do you plan to upgrade?
50 characters left.
19.
Are you using any Maximo or 3rd party tools such as Field Control or QuickPick?
Yes
Yes
No
No
20.
Do you have any performance challenges with your Maximo system? Please specify.
500 characters left.
21.
Approximately how many Maximo "transactions" are processed in a year, including the number of workorders entered?
50 characters left.
22.
How many people support the Maximo Implementation(s)?
50 characters left.
23.
What skill sets do your implementers have?
Application development
Application development
JAVA
JAVA
SQL
SQL
Other
24.
What Maximo version did your organization start out with?
4.x
4.x
5.x
5.x
6.x
6.x
7.x
7.x
Other
25.
What was the level of effort to move to the latest patch or version? (Time, team size, budget, etc.)
500 characters left.
26.
Have any modules been customized?
Custom Fields
Custom Fields
Custom Tables
Custom Tables
Cloned Applications
Cloned Applications
Screens
Screens
Labels
Labels
Class Extensions
Class Extensions
Custom Applications
Custom Applications
Other
27.
If any modules have been customized, what type of modifications have been done and approximately how many of each?
500 characters left.
28.
Are you using workflow?
Yes
Yes
No
No
29.
If you are using workflow, please list how many by degree of complexity (simple, medium, complex).
500 characters left.
30.
What are the objectives of your workflows?
500 characters left.
31.
What are the number of records on average in your workflows?
50 characters left.
32.
Are you using stored procedures and database triggers?
Yes
Yes
No
No
33.
How many stored procedures are you using?
50 characters left.
34.
How many DB triggers are you using?
50 characters left.
35.
How many interfaces are you supporting?
50 characters left.
36.
Please list the characteristics of each interface and if the MEA is being used.
500 characters left.
37.
Are there changes or enhancements you were not able to make due to lack of resources or funding? If so, please list them.
500 characters left.
38.
What is your frequency for production system changes?
50 characters left.
39.
What is the timeframe for production, e.g. moving from development to testing to production?
500 characters left.
40.
What is on your "wish list" for Maximo enhancements?
Security and restricting user access
Security and restricting user access
Hiding fields, sections, tabs, or menu items per org, site, role or individual user
Hiding fields, sections, tabs, or menu items per org, site, role or individual user
Required fields based on conditions anywhere in Maximo
Required fields based on conditions anywhere in Maximo
Changing Appearance, e.g. field colors, text fonts, size or color
Changing Appearance, e.g. field colors, text fonts, size or color
Modifications to existing Maximo business logic
Modifications to existing Maximo business logic
Additional/new business logic needs supported
Additional/new business logic needs supported
Cloned applications
Cloned applications
Class extensions
Class extensions
Additional MEA interfaces
Additional MEA interfaces
New workflows
New workflows
Modifications to existing workflows
Modifications to existing workflows
Modifying or hiding drops down actions
Modifying or hiding drops down actions
Changes to ensure more accurate data entry
Changes to ensure more accurate data entry
Ability to response in minutes/hours to user requests for changes/enhancements
Ability to response in minutes/hours to user requests for changes/enhancements
Better enforcement of security requirements
Better enforcement of security requirements
Implementation of global security configurations
Implementation of global security configurations
Ability to do look ups/queries with custom fields
Ability to do look ups/queries with custom fields
Configuring efficient data entry processes for workorders
Configuring efficient data entry processes for workorders
Eliminate the need to key information more than once into Maximo
Eliminate the need to key information more than once into Maximo
Support multiple currencies and languages for international locations/users
Support multiple currencies and languages for international locations/users
Other
41.
Which business processes are not being supported by the current Maximo system?
500 characters left.
42.
Please list all key processes that are not being supported by the current Maximo system.
500 characters left.
43.
What global/universal functionality and business processes are needed?
500 characters left.
44.
Which new/additional modules do you plan to use in the future?
500 characters left.
45.
Do you have a need to hide tabs, modules, screens, sections and/or fields for a specific user group, org or site?
500 characters left.
46.
Please list any new or custom Maximo system functionality or enhancements that need to be supported, including the need for additional interfaces; requirements to interface with 3rd party system(s) in real time; new/additional workflows; additional sites, orgs or security groups; new/additional notifications (email, etc); and timed tasks.
500 characters left.
47.
Do you have a need for "backend transactions?" For example, if the workorder schedule date changes, then the required date on a PR/PO needs to be changed or materials reservation in inventory needs to be updated?
500 characters left.
48.
What items do users like most about your Maximo configuration?
500 characters left.
49.
What are your top three user complaints?
500 characters left.
50.
What items/capabilities does management like most about the system?
500 characters left.