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Mastering IBM Maximo for Asset Management Excellence

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Mastering IBM Maximo for Asset Management Excellence

You're under pressure. Assets failing unexpectedly, maintenance costs spiraling, compliance deadlines looming. You know IBM Maximo holds the answers-but navigating its complexity without a clear roadmap leaves you overwhelmed, second-guessing configurations, and stuck in reactive mode.

What if you could unlock Maximo’s full potential not as a clunky system to manage, but as a strategic asset that prevents downtime, reduces costs, and earns you recognition as a reliability expert? What if you could build workflows that impress C-suite leaders and position you as the backbone of operational success?

Mastering IBM Maximo for Asset Management Excellence is not just another technical guide. It’s your step-by-step blueprint to go from struggling with scattered knowledge to confidently designing, optimising, and governing enterprise-grade asset management systems within Maximo-delivering measurable ROI in under 30 days.

One of our recent learners, Maria T., a Senior Maintenance Planner at a global energy utility, used the course to reconfigure preventive maintenance scheduling across 12 plants. She reduced unplanned outages by 37% in six weeks and presented the results directly to her VP-resulting in a formal commendation and fast-tracked promotion.

This isn’t about memorising fields or menus. It’s about mastering intentionality-designing configurations that align with business goals, embed compliance, and scale across complex operations. You’ll walk away with a board-ready Maximo implementation plan tailored to your environment.

Here’s how this course is structured to help you get there.



Course Format & Delivery Details

Learn on Your Terms-No Deadlines, No Compromises

This is a self-paced professional development course designed for real-world implementers, managers, and engineers who need results-not rigid schedules. Once you enrol, you gain immediate online access to the full curriculum with no fixed start date, time commitment, or expiry.

Most learners complete the core implementation path in 25–30 hours and begin applying high-impact configurations within the first week. You can finish faster by focusing on critical modules or take months to integrate learning into live projects-your pace, your rules.

Lifetime Access, Future-Proof Learning

You receive lifetime access to all course materials. Any updates to reflect new Maximo versions, interface changes, or evolving best practices are included at no extra cost. As IBM evolves Maximo, your knowledge stays current.

All content is delivered through interactive, mobile-optimised web pages. Access your lessons from any device-laptop, tablet, or smartphone-anytime, anywhere in the world. Whether you’re in the office, on the plant floor, or travelling, your progress syncs seamlessly.

Expert Guidance When You Need It

Every module includes direct access to structured support channels. Ask implementation-specific questions through our dedicated learner portal, where experienced Maximo consultants respond with actionable, context-aware guidance-typically within one business day.

This course mirrors the type of enterprise coaching offered at top-tier consulting firms, but without the six-figure price tag. You’re not navigating alone; you have expert backup exactly when it matters.

Certificate of Completion Issued by The Art of Service

Upon successfully completing the curriculum, you earn a recognised Certificate of Completion issued by The Art of Service, a globally accredited professional training organisation with over 150,000 credential holders across 94 countries.

This certificate validates your mastery of Maximo’s strategic configuration, governance frameworks, and operational optimisation-not just theoretical knowledge, but real-world implementation capability. It’s a career differentiator recruiters and internal promotion panels notice.

Transparent Pricing, Zero Risk Enrollment

The price is straightforward, with no hidden fees, subscriptions, or add-ons. What you see is exactly what you pay-always.

We accept all major payment methods, including Visa, Mastercard, and PayPal. The transaction is secure, encrypted, and processed through a globally trusted payment gateway with full PCI compliance.

100% Money-Back Guarantee: Satisfied or Refunded

Your investment is protected by our ironclad Satisfied or Refunded guarantee. If the course doesn’t meet your expectations for clarity, depth, and practical value, simply request a full refund within 30 days of enrolment-no questions asked.

This isn’t a risk-free trial. It’s a confidence statement. We know the moment you begin Module 1, you’ll see the difference between generic tutorials and a truly engineered learning path built for enterprise impact.

Enrolment Confirmation and Access Process

After enrolment, you’ll receive a confirmation email summarising your registration. Your course access credentials and entry instructions will be sent in a separate communication once your learner profile is fully activated in our system.

Will This Work for Me?

Yes-even if you’ve struggled with Maximo before, work in a heavily customised environment, or are transitioning from another asset management platform. Our curriculum was built from real-world implementations across utilities, manufacturing, transportation, and oil & gas sectors.

One learner with zero prior Maximo experience-an operations coordinator in a mid-sized factory-applied the workflow modelling techniques to digitise 300 paper-based maintenance logs within three weeks. Another, a Maximo admin with five years of experience, used the security and role design module to pass an internal audit with zero non-conformities.

This works even if you’ve never led a full Maximo deployment, your organisation uses a legacy version, or you’re preparing to take on higher-responsibility roles. The step-by-step frameworks apply across versions and industries.

With lifetime access, expert support, a globally recognised certificate, and risk reversed through our guarantee, everything is designed to set you up for undeniable success.



Module 1: Foundations of IBM Maximo Architecture and Deployment

  • Understanding Maximo’s role in enterprise asset management ecosystems
  • Overview of Maximo application suite components and their interdependencies
  • Differentiating between on-premise, cloud-hosted, and hybrid deployment models
  • Core Maximo database schema and table relationships
  • Navigating the Maximo user interface with precision and speed
  • Role of properties files and JVM arguments in system configuration
  • Introduction to Maximo security groups and application access controls
  • Using the Application Designer effectively for layout customisation
  • Basic navigation workflows across Assets, Locations, and Work Orders
  • Configuring user preferences and personalising dashboards
  • Understanding logging levels and diagnostic tools for troubleshooting
  • Setting up time zones, date formats, and regional settings
  • Installing and using Maximo Everywhere for mobile data capture
  • Introduction to Maximo integration points and middleware options
  • Establishing baseline knowledge for version compatibility


Module 2: Asset and Location Hierarchy Design Principles

  • Defining physical vs logical assets in Maximo
  • Creating multi-level location hierarchies for structured breakdowns
  • Designing functional locations for maintenance planning
  • Linking assets to locations with bi-directional traceability
  • Using Classifications to standardise asset attributes
  • Creating and managing Asset Templates for rapid deployment
  • Importing large asset inventories via Integration Framework
  • Managing asset status changes: Operating, Out of Service, Retired
  • Using Asset Move History to track relocations
  • Configuring meter-based triggering for asset replacement
  • Linking assets to warranty and contract records
  • Using Parent-Child relationships for complex assemblies
  • Visualising asset hierarchies with built-in reporting tools
  • Best practices for naming conventions and coding standards
  • Enforcing data governance through validation rules


Module 3: Work Order Lifecycle and Maintenance Strategy Integration

  • Understanding Work Order statuses and their business implications
  • Creating manual Work Orders with complete task breakdowns
  • Using Quick Reporting for rapid fault logging
  • Configuring Work Type categories for reporting accuracy
  • Scheduling labour assignments and craft requirements
  • Managing multiple planned tasks within a single Work Order
  • Linking Materials to Work Orders using Material Planning
  • Using the Storeroom and Issue/Return processes correctly
  • Approving and closing Work Orders with audit-ready documentation
  • Configuring Auto-generation of Work Orders from failure reports
  • Setting up Emergency Work Order workflows with approvals
  • Using Work Order hierarchies for complex projects
  • Tracking downtime and production loss codes
  • Integrating criticality ratings into Work Order prioritisation
  • Implementing root cause fields in failure analysis


Module 4: Preventive and Predictive Maintenance Configuration

  • Designing time-based Preventive Maintenance (PM) routes
  • Creating PM hierarchies for large equipment groups
  • Using Frequency and Next Due Date logic accurately
  • Generating PM Work Orders with lookahead periods
  • Configuring Seasonal PMs with calendar-based triggers
  • Linking PM tasks to Job Plans for consistency
  • Setting up Meter-based PMs with dynamic thresholds
  • Creating Follow-up Work from PM findings
  • Using Routes for repetitive inspection patterns
  • Implementing condition-based maintenance triggers
  • Configuring triggers from external monitoring systems
  • Setting up PM forecasts and workload planning reports
  • Using PM Sequences for phased maintenance cycles
  • Managing PM revision control and versioning
  • Integrating Predictive Maintenance data via APIs


Module 5: Job Plans and Standardised Maintenance Procedures

  • Creating reusable Job Plans for common maintenance tasks
  • Adding detailed task steps with safety and quality checks
  • Linking Tools, Materials, and Labour to Job Plans
  • Using Job Plan hierarchies for complex overhauls
  • Attaching documents and schematics to procedures
  • Version control and revision tracking for Job Plans
  • Copying and modifying Job Plans without breaking links
  • Configuring Job Plan templates for new assets
  • Using Sequence Numbers to manage task order
  • Linking Job Plans to Routes and PMs
  • Creating Multi-Craft Job Plans with staggered assignments
  • Using Task Groups for modular maintenance design
  • Setting up Estimated Durations for scheduling accuracy
  • Integrating Safety Permits into Job Plan workflows
  • Validating Job Plan effectiveness through KPI tracking


Module 6: Inventory and Storeroom Management

  • Configuring multiple Storerooms with transfer rules
  • Setting up Bin locations and physical organisation
  • Defining Inventory Types and categorisation logic
  • Using Reorder Points and EOQ calculations in practice
  • Creating Automatic Requisitions from material consumption
  • Processing Goods Receipts from POs and transfers
  • Managing Rotating Items and Loaner tracking
  • Configuring Inventory Usage and Issue Types
  • Using ABC analysis for stock prioritisation
  • Conducting Physical Inventory counts and reconciliation
  • Managing Vendor Consignment inventory
  • Setting up Kitting and Pre-packaged materials
  • Tracking Material Returns and credit processes
  • Using Inventory Adjustment workflows correctly
  • Generating stock status and turnover reports


Module 7: Procurement and Purchase Order Integration

  • Creating Request for Quotations (RFQs) in Maximo
  • Managing vendor quotations and comparison analysis
  • Generating Purchase Orders from approved quotes
  • Configuring PO approval workflows by cost threshold
  • Tracking PO status: Draft, In Progress, Closed, Cancelled
  • Linking Contracts to Vendors and POs
  • Managing Long-Term and Blanket POs
  • Processing PO amendments and change orders
  • Matching Invoices to POs and Goods Receipts
  • Using Manual Invoices vs Integrated Payroll Systems
  • Creating Purchase Contracts with pricing schedules
  • Setting up Vendor Performance scoring
  • Configuring RFQ evaluation criteria and scoring
  • Using Service POs for labour and contractor work
  • Managing PO packing lists and shipment tracking


Module 8: Contractor and Labour Management

  • Setting up Contractor organisations in Maximo
  • Managing individual contractor resources and skills
  • Tracking contractor certifications and expiry dates
  • Approving contractor access to facilities and systems
  • Creating Time Cards for external labour
  • Integrating Time and Materials billing workflows
  • Managing contractor safety inductions and training
  • Using Labour Groups for shift scheduling
  • Configuring contractor insurance and compliance checks
  • Linking contractor work to specific Work Orders
  • Tracking productivity and downtime for outsourced teams
  • Using Purchase Contracts for recurring vendor services
  • Generating contractor performance dashboards
  • Configuring approval paths for contractor invoices
  • Managing subcontractor hierarchies and flow-down contracts


Module 9: Maximo Security, Roles, and User Access Controls

  • Designing security groups based on job function
  • Assigning application-based permissions precisely
  • Using Conditional Expressions to enforce dynamic access
  • Creating job-specific roles: Planner, Technician, Supervisor
  • Configuring data restrictions by Organisation and Site
  • Setting up Database Rules to protect critical fields
  • Using Transaction Limits to control financial actions
  • Implementing Single Sign-On (SSO) integrations
  • Managing password policies and lockout settings
  • Reviewing User Activity through audit logs
  • Creating restricted viewers and read-only roles
  • Using Security Groups to control report access
  • Handling role transitions during promotions or transfers
  • Complying with ISO 27001 and NIST access control standards
  • Testing security configurations with user simulation


Module 10: Report Creation and Business Intelligence Tools

  • Using Query-Based Reporting to extract custom data
  • Building saved queries with multiple filters and conditions
  • Creating BIRT reports for detailed layouts
  • Exporting data to Excel, PDF, and CSV formats
  • Designing executive dashboards with KPI visualisations
  • Using the Start Center to personalise metrics
  • Creating Report Templates for consistency
  • Automating report distribution via email
  • Setting up Ad-Hoc Reporting for power users
  • Integrating reports with external BI tools like Power BI
  • Building maintenance backlog and completion rate reports
  • Creating cost analysis by asset category and location
  • Monitoring PM compliance and schedule adherence
  • Generating inventory usage and stock-out alerts
  • Designing custom scorecards for performance reviews


Module 11: Automation Scripting and Workflow Design

  • Understanding Maximo’s workflow engine architecture
  • Creating Start, Task, Decision, and End nodes
  • Routing workflows by status, priority, or cost threshold
  • Using Process Automation to trigger backend actions
  • Configuring escalations for delayed approvals
  • Adding email notifications at key workflow stages
  • Building serial and parallel approval chains
  • Testing workflows with simulated data
  • Deploying and activating workflow versions
  • Using conditional logic to route dynamically
  • Integrating workflows with external systems
  • Debugging failed workflow instances
  • Documenting workflow logic for audit compliance
  • Optimising for mobile user interaction
  • Archiving completed workflow histories


Module 12: Integration Framework and Enterprise Connectivity

  • Using the Integration Framework for system-to-system sync
  • Configuring Object Structures for data exposure
  • Setting up End Points for HTTP and JMS connections
  • Creating Inbound and Outbound Interfaces
  • Mapping fields between Maximo and external ERP
  • Using Web Services (SOAP and REST) for integration
  • Handling authentication: Basic, OAuth, Certificate
  • Monitoring message queues and error logs
  • Configuring polling intervals and retry mechanisms
  • Using Data Sync to maintain master data consistency
  • Integrating with SAP, Oracle, and Microsoft Dynamics
  • Connecting to CMMS, EAM, or SCADA platforms
  • Using Message Tracking for troubleshooting
  • Implementing secure data transfer protocols
  • Designing idempotent interfaces to prevent duplicates


Module 13: Key Performance Indicators and Reliability Metrics

  • Defining KPIs for maintenance effectiveness
  • Calculating Mean Time Between Failures (MTBF)
  • Measuring Mean Time To Repair (MTTR)
  • Tracking Overall Equipment Effectiveness (OEE)
  • Calculating Planned Maintenance Percentage (PMP)
  • Measuring wrench time and productivity rates
  • Analysing backlog stability and completion rate
  • Using Cost per Unit of Production metrics
  • Monitoring spare parts availability and fill rate
  • Tracking safety incident frequency and severity
  • Setting up benchmarks and improvement targets
  • Creating reliability dashboards for leadership
  • Using Failure Codes to identify trends
  • Linking KPIs to continuous improvement initiatives
  • Aligning metrics with ISO 55000 standards


Module 14: Maximo Mobile and Field Data Capture

  • Configuring Maximo Mobile for offline operation
  • Setting up synchronization schedules and conflict resolution
  • Designing mobile-optimised work packages
  • Using barcode and QR code scanning for asset lookup
  • Capturing labour and material usage in real time
  • Recording inspection results and condition assessments
  • Attaching photos and voice notes to Work Orders
  • Signing off completed tasks with electronic signatures
  • Managing technician check-in and check-out
  • Updating meter readings from the field
  • Using GPS tagging for location validation
  • Configuring push notifications for urgent jobs
  • Syncing safety permits and lockout forms
  • Handling mobile device provisioning and security
  • Designing for ruggedised tablet use in harsh environments


Module 15: Project Management and Capital Work Integration

  • Creating Projects for large-scale asset overhauls
  • Linking multiple Work Orders to a single Project
  • Using Budgets and Actuals tracking by cost code
  • Assigning Project Managers and team members
  • Setting up Project Work Plans and timelines
  • Tracking milestone completion and deliverables
  • Integrating with scheduling tools like Primavera
  • Managing project-specific material requisitions
  • Using Phased Releases for long-term projects
  • Configuring Project Status reporting
  • Linking Projects to Assets and Locations
  • Tracking project-related downtime and delays
  • Generating capital expenditure reports
  • Using Earned Value Management (EVM) principles
  • Archiving completed project data


Module 16: Asset Criticality and Risk-Based Maintenance

  • Defining criticality criteria: safety, cost, downtime
  • Using Failure Mode and Effects Analysis (FMEA) in Maximo
  • Creating Risk Matrices and scoring models
  • Assigning Risk Rank to assets and locations
  • Linking criticality to maintenance frequency
  • Setting up enhanced monitoring for high-risk assets
  • Integrating regulatory compliance requirements
  • Using RCM logic for maintenance strategy selection
  • Defining acceptable risk thresholds
  • Generating criticality heat maps
  • Linking criticality to procurement and spares strategy
  • Documenting rationale for maintenance decisions
  • Using criticality in audit preparation
  • Revising criticality after operational changes
  • Reporting critical asset exposure to leadership


Module 17: Maximo Configuration Best Practices and Governance

  • Establishing a Maximo Configuration Management Plan
  • Using Change Management workflows for system updates
  • Documenting configurations with audit trails
  • Setting up Development, Test, and Production environments
  • Versioning configurations and tracking changes
  • Conducting impact analysis before modifications
  • Using Configuration Verification Checklists
  • Backout planning for failed deployments
  • Managing third-party customisations securely
  • Enforcing naming conventions and standards
  • Creating configuration runbooks for support teams
  • Aligning Maximo settings with business policies
  • Conducting periodic configuration reviews
  • Involving stakeholders in approval processes
  • Using Configuration Status Accounting reports


Module 18: Migration Planning and System Upgrades

  • Assessing current Maximo version and upgrade path
  • Planning for IBM Maximo upgrades with minimal disruption
  • Using the Upgrade Assistant tools effectively
  • Testing compatibility of customisations and integrations
  • Backing up database and configuration files
  • Executing parallel runs during transition
  • Validating data integrity post-upgrade
  • Reindexing and optimising performance after migration
  • Training users on new interface changes
  • Documenting known issues and workarounds
  • Using IBM Support for upgrade validation
  • Planning downtime windows and communication
  • Migrating from older Maximo versions (e.g., 7.6 to 8.x)
  • Handling deprecated features and replacements
  • Informing stakeholders of new capabilities


Module 19: Certification Preparation and Professional Advancement

  • Reviewing all core Maximo domains for mastery
  • Practicing scenario-based configuration challenges
  • Simulating real-world problem-solving tasks
  • Analysing case studies from diverse industries
  • Preparing for management presentation scenarios
  • Building a portfolio of completed Maximo solutions
  • Documenting process improvements and cost savings
  • Refining communication of technical outcomes to executives
  • Aligning skills with job market demands
  • Positioning yourself for Senior Maximo Analyst roles
  • Using your Certificate in LinkedIn and resumes
  • Networking with certified peers and alumni
  • Accessing post-course resources and updates
  • Preparing for advanced IBM certification exams
  • Receiving the official Certificate of Completion issued by The Art of Service


Module 20: Real-World Implementation Projects and Career Application

  • Designing a full asset hierarchy for a manufacturing plant
  • Configuring a preventive maintenance strategy for a fleet
  • Building a Work Order approval workflow for capital projects
  • Creating a spare parts optimisation model
  • Implementing a contractor safety compliance process
  • Developing a KPI dashboard for executive reporting
  • Integrating Maximo with an external inventory system
  • Setting up mobile data capture for remote sites
  • Conducting a criticality assessment across 500 assets
  • Automating PO creation from material requests
  • Generating a cost-benefit analysis for predictive maintenance
  • Creating a system migration checklist and risk register
  • Designing role-based dashboards for different user types
  • Building a training plan for new Maximo users
  • Documenting your implementation for handover and audit