Course Overview

Digital asset management systems play a vital role in modern maintenance, reliability, and asset management strategies. As one of the world’s leading Enterprise Asset Management (EAM) platforms, IBM Maximo enables organisations to improve asset performance, optimise maintenance activities, control inventory, and support data-driven decision-making. However, achieving these benefits depends on effective system configuration, data management, and operational best practices.

The IBM Maximo Asset Management 7.5 Fundamentals programme by TransforMentors Academy provides participants with a practical, step-by-step understanding of IBM Maximo and its core asset management functions. The course covers system configuration, asset and location management, work order processing, preventive maintenance, inventory and procurement management, reporting, and workflow administration.

Through practical exercises, real-world scenarios, and interactive discussions, participants will learn how to configure and manage Maximo data, develop maintenance workflows, administer preventive maintenance programmes, monitor asset performance, and generate meaningful reports to support operational decision-making. By the end of the programme, participants will be able to utilise IBM Maximo effectively to improve maintenance efficiency, enhance asset reliability, and support best practices in enterprise asset management.

Agenda

Day — 1 Introduction and System Foundation

• Introduction to the fundamentals of IBM Maximo Asset Management
• Overview of Maximo system architecture, modules, and functional components
• Navigation of the Maximo user interface and key system features
• Aligning business and maintenance requirements with Maximo capabilities
• Understanding organisational structures, sites, and asset hierarchies within Maximo
• User roles, labour records, and fundamental security and access control concepts
• Best practices for configuring a structured and efficient Maximo environment
• Exercise: Explore the Maximo interface and create a test organisation and site to understand core system configuration

Day — 2 Core Data and Asset Configuration

• Understanding classification hierarchies for assets, locations, and inventory items
• Creating and managing location records and hierarchical system structures
• Developing Item Master records for spare parts, tools, and consumable materials
• Configuring asset records and managing asset specifications and attributes
• Establishing asset-to-location relationships and asset criticality rankings
• Managing labour resources, personnel records, and user profile configuration
• Best practices for maintaining accurate and structured master data within IBM Maximo
• Integrating core asset, location, and inventory data to support effective maintenance and asset management
• Exercise: Build a mini asset hierarchy with asset classifications, location structures, and linked asset records within Maximo

Day — 3 Work Management and Preventive Maintenance

• Introduction to the end-to-end work management lifecycle in IBM Maximo
• Creating and managing job plans for recurring maintenance activities
• Work order generation, assignment, execution, and completion tracking
• Preventive maintenance (PM) strategies and scheduling logic within Maximo
• Planning, scheduling, dispatch, and resource allocation for maintenance work
• Monitoring and measuring maintenance execution performance using Maximo tools
• Best practices for improving maintenance efficiency, asset reliability, and work control
• Integrating work management and preventive maintenance processes to support asset lifecycle objectives
• Exercise: Create a preventive maintenance plan for a critical asset, generate a work order, assign resources, execute the work, and complete the work order lifecycle in Maximo

Day — 4 Inventory, Procurement, and Materials Control

• Inventory and storeroom configuration within IBM Maximo
• Stock level management and reorder point configuration for effective inventory control
• Material issue, transfer, return, and tracking processes
• Procurement workflow from material requisition through purchase order creation and approval
• Vendor management and contract administration to support maintenance operations
• Goods receipt processes and three-way invoice matching for procurement accuracy and financial control
• Best practices for integrating inventory, procurement, and materials management with maintenance activities
• Techniques for optimising spare parts availability while controlling inventory costs
• Exercise: Perform a cycle count adjustment for a storeroom item and update inventory records to maintain data accuracy and stock integrity

Day — 5 Reporting, Security, and System Optimisation

• Understanding user access control and security group configuration in IBM Maximo
• Configuring the Start Centre using Key Performance Indicators (KPIs), portlets, and dashboards
• Using built-in reporting tools and query-based analysis for maintenance and asset management
• Creating custom reports and implementing automated report scheduling
• Principles of system optimisation and performance management for efficient Maximo operation
• Exploring Maximo integration capabilities with enterprise systems such as ERP, SCADA, GIS, and other business applications
• Leveraging reporting and analytics to support maintenance planning, asset performance monitoring, and decision-making
• Best practices for enhancing system security, usability, and operational efficiency through effective configuration and automation
• Exercise: Build a Maximo dashboard displaying open work orders, preventive maintenance (PM) compliance percentage, and inventory turnover metrics
• Key course takeaways, lessons learned, and course evaluation

Learning Outcomes

By attending the IBM Maximo Asset Management 7.5 Fundamentals course, you will be able to:

• Understand the purpose, architecture, and core functionality of IBM Maximo in supporting enterprise asset management
• Identify organisational, site, and security configurations required for controlled and efficient system administration
• Configure and manage asset, location, and item records to maintain accurate and structured maintenance data
• Analyse and manage work order workflows to improve maintenance planning, execution, and performance tracking
• Implement preventive maintenance programmes using Maximo scheduling and maintenance planning features
• Manage inventory, spare parts, and procurement processes to support maintenance operations and asset availability
• Evaluate maintenance performance through reports, key performance indicators (KPIs), and analytical tools
• Apply Maximo reporting and data management capabilities to support operational and strategic decision-making
• Optimise system utilisation through effective security management, workflow automation, and application integration
• Improve asset reliability, maintenance efficiency, and lifecycle management using IBM Maximo best practices
• Support enterprise asset management objectives by aligning Maximo functionality with organisational maintenance and reliability strategies

Who Should Attend

The IBM Maximo Asset Management 7.5 Fundamentals course is designed for professionals involved in asset management, maintenance planning, and enterprise asset management system administration. It is especially beneficial for:

• Maintenance Planners and Supervisors
• Reliability Engineers
• Asset Management Professionals
• CMMS and EAM System Users
• Operations and Engineering Managers
• Maintenance and Asset Management Engineers
• Maintenance Schedulers and Work Management Coordinators
• Inventory and Materials Management Personnel
• CMMS/EAM Administrators and System Analysts
• Plant and Facility Managers
• Technical Support and Maintenance Performance Analysts