Upgrade to MAS for Higher Efficiency, Lower Cost, and Better Reliability

Why Upgrade to IBM Maximo Application Suite (MAS)?

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• End of Support for Maximo 7.6.x -IBM has shifted strategic focus to MAS, making it essential to move off legacy versions to stay supported and secure.
• Modern Cloud-Native Architecture -MAS is built on Red Hat OpenShift, enabling containerization, scalability, and high availability.
• Lower Infrastructure & Operational Costs -Reduced hardware dependency, optimized resource utilization, and simplified environment management.
• Improved Performance & Scalability -Dynamic scaling ensures consistent performance during peak workloads.
• Advanced User Experience (UX) - Modern, responsive UI optimized for desktops, tablets, and mobile devices.
• Built-In Mobile Capabilities - Native mobile applications for inspections, work orders, and asset management—no separate mobile framework required.
• AI-Driven Predictive Maintenance - Integration with Maximo Health, Predict, and Monitor enables condition-based and predictive maintenance.
• Seamless IoT & Real-Time Data Integration - Native support for sensors, meters, and real-time operational data.
• Better Integration Capabilities - API-first architecture for easier integration with ERP, SCADA, IoT, and third-party systems.
• Flexible Licensing Model- App-based licensing provides cost efficiency and usage flexibility.
• High Availability & Disaster Recovery- Built-in support for failover, backup, and recovery in hybrid and cloud environments.
• Faster Time to Value - Rapid deployment, automation, and pre-built industry use cases accelerate ROI.

Planning & Assessment

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• Review existing Maximo 7.6.x architecture (WebSphere, DB, Integrations).
• Identify integrations, customizations, escalations, workflows.
• Assess current hardware, OS, DB versions for MAS compatibility.
• Define target MAS version (MAS 8.x / 9.x etc.).
• Prepare detailed upgrade scope & dependencies.
• Validate licensing model → AppPoints requirement calculation.
• Identify all active users, CRON tasks, and integrations.

Inventory Collection

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• Collect Maximo objects:
  • Domains, Attributes, Application Modifications
  • Automation Scripts (Jython)
  • DB Config customizations
  • Integration endpoints, Object Structures, Publish Channels
  • BIRT reports
• Extract current system property configurations.
• Export security groups, sig options, user access matrix.



Technical Readiness

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• Set up Kubernetes/OpenShift technical environment.
• Prepare image registries for MAS deployment.
• Validate DB backup strategy (Oracle/DB2/SQL Server).
• Check compatibility of existing 3rd party tools (ESB, LDAP, BI tools).
• Validate SSO (LDAP/ADFS/SAML/OIDC) requirements.

Customization & Code Analysis

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• Identify custom Java classes, automation scripts, integrations.
• Flag items that do not migrate (e.g., deprecated APIs).
• Evaluate BIRT report compatibility and redesign if needed.
• Review UI personalization → plan for re-implementation in MAS.

Data Preparation

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• Data cleansing (inactive users, obsolete assets, workorders, inventory).
• Archive large historical datasets if needed.
• Validate GL structure, org/site mapping.

Environment Setup

• Prepare DEV, TEST, UAT clusters for MAS installation.
• Configure reverse proxy, SSL certs, networking, firewalls.
• Set up MAS core components (Suite Licensing, MongoDB, SLS, Application Foundation).

Installation & Configuration

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• Install Kubernetes/OpenShift (if not existing).
• Install MAS Core → Suite License Service, Workspace, UDS.
• Deploy Maximo Manage application.
• Configure DB connection & schema.
• Configure Object Storage for attachments.
• Configure mail, cron, time zones, languages.



Data Migration

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• Migrate Maximo 7.6.x database to MAS database.
• Run MAS Data Migration utilities.
• Validate migrated data (assets, locations, work orders, users).
• Reconfigure security groups and conditional expressions.



Integration Migration

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• Reconfigure Integration Framework (MIF).
• Update endpoints, handlers, JMS queues (Kafka-based).
• Reconfigure REST/SOAP services to new MAS endpoints.
• Validate ESB integrations (SAP, Oracle, GIS, SCADA, IoT).



Customization Migration

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• Redeploy automation scripts.
• Rewrite deprecated script logic if needed.
• Rebuild custom Java classes using MAS SDK if required.
• Rebuild UI changes using Application Designer in MAS.



Reporting Migration

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• Convert or rebuild BIRT reports → Cognos / Maximo Reporting.
• Validate KPIs & Start Centers.
• Configure reporting data sources.



Functional Validation

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• Test critical modules:
  • Asset, Inventory, Purchasing
  • Work Management
  • Preventive Maintenance
  • Service Requests
  • Scheduler / Graphical Assignment
• Validate workflows, escalations, condition monitoring.



Performance & Load Testing

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• Validate response time improvements.
• Validate CRON jobs and integration throughput.
• Fix performance bottlenecks in DB, JVM, or integrations.

Go-Live Preparation



• Conduct UAT sign-off.
• Freeze changes in Maximo 7.6.x.
• Prepare cut-over plan and rollback steps.
• Execute final data migration if delta approach is used.



Production Deployment

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• Deploy MAS Manage to Production cluster.
• Migrate attachments, reports, workflows.
• Configure final integrations.
• Activate licensing through AppPoints.



Post-Go-Live Support

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• Hypercare support (2–4 weeks).
• Fix post-migration issues.
• Fine-tune cron tasks & performance.
• Monitor integration queues & logs.



Knowledge Transfer & Documentation

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• Provide admin & user training sessions.
• Deliver updated architecture diagrams.
• Provide integration, workflow & system configuration documentation.
• Handover operational runbook.

Optional Enhancements After Upgrade

• Deploy Maximo Mobile.
• Enable MAS Predict, Monitor, Health & Safety.
• Implement IoT sensors integration.
• Introduce Analytics / Cognos dashboards.
• Configure ChatOps / automation scripts.

PROJECT INITIATION & KICK-OFF

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• Finalize project scope, objectives, and success criteria
• Identify customer and vendor stakeholders
• Form project governance team (PM, Tech Lead, Functional Lead, Infra Lead)
• Define communication and escalation matrix
• Conduct formal project kickoff meeting
• Establish working groups (Functional, Technical, Infra, Integration, Data)



DISCOVERY & ASSESSMENT PHASE

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• Review existing Maximo 7.6.x setup (architecture, DB, integrations, customizations)
• Identify gaps between current system and MAS requirements
• Assess data volume, integrations, workflows, escalations, reports
• Identify deprecated features & migration challenges
• AppPoints calculation and licensing validation
• Prepare AS-IS documentation:
  • Business processes
  • Integrations
  • Customizations
  • Data model
  • Security roles & groups
• Define TO-BE architecture for MAS
• Present discovery findings to stakeholders
• Define TO-BE architecture for MAS
• Present discovery findings to stakeholders



PLANNING & DESIGN PHASE

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• Prepare detailed project plan, milestones, resource plan
• Create MAS deployment architecture (Kubernetes/OpenShift, DB, Storage, Networking)
• Finalize MAS applications to be enabled (Manage, Mobile, Health, Monitor, Predict)
• Integration design (MIF, REST APIs, Kafka, ESB mappings)
• Data migration strategy (full load, delta load, cleansing rules)
• Infrastructure provisioning plan (on-prem or cloud)
• Reporting migration plan (BIRT / Cognos / Power BI)
• Customization assessment (rewrite / replace / remove)
• Risk assessment & mitigation strategy
• Get formal approval for design phase (Sign-off)

BUILD & EXECUTION PHASE (TECHNICAL IMPLEMENTATION)

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Infrastructure Setup

• Provision Kubernetes/OpenShift cluster
• Install MAS core components (SLS, UDS, Workspace, DB, Object Storage)
• Prepare DEV / TEST / UAT environments



MAS Installation & Configuration

• Install MAS Manage application
• Configure Security, LDAP / SSO / IDP
• Configure system properties, mail, cron tasks
• Configure object storage, attachments, logs



Data Migration

• Extract and cleanse data from Maximo 7.6.x
• Execute migration utilities
• Validate migrated records (Assets, Locations, WO, PM, Inventory)
• Perform multiple migration cycles (DEV → TEST → UAT)



Integration Migration

• Rebuild or reconfigure integrations
• Update endpoints and API structures
• Test all external system interfaces (SAP, GIS, SCADA, IoT)



Customization Migration

• Rewrite or optimize automation scripts
• Rebuild UI modifications
• Replace deprecated features
• Deploy custom Java classes via MAS SDK (if needed)



Reporting Migration

• Rebuild / convert BIRT reports
• Configure Cognos / Analytics
• Validate KPIs, dashboards, and Start Centers



FUNCTIONAL TESTING & VALIDATION

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High-Level Activities

• Unit testing by technical consultants
• System Integration Testing (SIT)
• User Acceptance Testing (UAT)
• Workflow & Escalation testing
• Mobile testing (if applicable)
• Performance & volume testing
• Fix defects & finalize deployment package
• Obtain UAT sign-off



GO-LIVE PREPARATION

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High-Level Activities

• Prepare go-live runbook and rollback plan
• Freeze changes in legacy Maximo 7.6.x
• Final delta migration (if applicable)
• Configure production environment
• Conduct cut-over rehearsal
• Validate license consumption (AppPoints audit)
• Activate monitoring & logging



GO-LIVE EXECUTION

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High-Level Activities

• Execute final cutover steps
• Switch integrations to MAS
• Enable MAS Manage production
• Conduct sanity testing
• Notify business teams and stakeholders
• Transition users to MAS environment



HYPERCARE (Post Go-Live Support)

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High-Level Activities:

• Provide dedicated support for 2–4 weeks
• Monitor cron tasks, integrations, and performance
• Resolve production issues on priority
• Daily status tracking and reporting
• Stabilize the system
• Fine-tune parameters (DB, indexing, caching, logs)



PROJECT CLOSURE & HANDOVER

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High-Level Activities:

• Deliver updated system architecture documents
• Provide admin & end-user training
• Handover knowledge base, scripts, and configurations
• Submit final project reports
• Transition support to customer internal team or AMS vendor
• Conduct formal closure meeting
• Obtain project sign-off

High-Level Support Activities (AMC Scope)

Application Support

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• Incident & service request resolution
• Functional support for WO, PM, Asset, Inventory, Purchasing
• Configuration updates (domains, escalations, workflows, sig options)



Technical Support

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• Integration monitoring & fixes (SAP, GIS, IoT, ESB, Kafka, REST APIs)
• Migration of minor configuration changes
• Cron task tuning, DB optimization
• Troubleshooting logs, performance issues



MAS Platform Support

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• Kubernetes/OpenShift monitoring.
• POD health & resource utilization
• MAS Suite License (AppPoints) usage monitoring



Reporting Support

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• Minor BIRT/Cognos enhancements
• New KPIs & dashboards (limited scope)

Preventive Maintenance

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• Monthly system health check
• Quarterly performance tuning
• Annual patching advisory



Release & Deployment Support

• Apply MAS Fix Packs & updates
• Regression testing support



Governance

• Weekly/Monthly review calls
• SLA reporting
• Capacity forecasting



Optional Add-ons

• Dedicated Onsite Support
• 24×7 Support
• Extended Mobile, IoT, Predict support

Support Models - We Offer

• (24x7) On-site Support
• (4x7) Offshore Support
• (24x7) On Call Support
• Monthly T&M basis
• Hourly basis
• Scope Based Support

Remote Support Services - We Offer

• User Administration
• Process Workflow development
• Customizations & Enhancements
• Integration
• Data Migration
• Performance Tuning
• Reports Development & Migration
• Automation Scripting
• MBO Customizations
• Any Third Party Integration
• Mobile App Development
• Solution for Challenging problems
• Data Backups