The next meeting of the NorCalMUG will be on October 11, 2018.

When: October 11, 2018

Time: 8:30 am to 3:30 pm

Where: California State Railroad Museum (Sacramento)

Cost: Free for end users and prospective users


Scheduled Presenters:

  • Leveraging Maximo’s Core Modules Creates Reliability and Effectiveness for City
    Kevin Richey, City of Roseville
  • SMART MAXIMO or: How I Learned to Stop Worrying and Love the Cloud
    Bryan Crowley, Sonoma Marin Area Rail Transit (SMART)
  • Effective Asset Management – The Journey to Reliability facilitated by MAXIMO data for the future
    Greg Colf UC Berkeley; Jason Smith GenesisSolutions
  • Maximo Equilibrium – Balancing Stakeholder Forces
    Tiffany Love, Kenneth Loyd, Steven Ngo, and Anh Doan, Cal Water

Sponsors: Solufy, DataSplice, ITS, GenesisSolutions, BPD Zenith

NorCal and NorCalBayArea Maximo user groups have merged!
Our 2018 Spring event will be hosted at Lawrence Berkeley National Lab’s beautiful auditorium located at building #66.

What: NorCalMUG – 2018 spring event
When: Thursday, May 10, 2018,  7:30 AM to 3:30 PM
Where: Lawrence Berkeley National Lab Auditorium

Meeting location:

Building #66 Auditorium
1 Cyclotron Rd, Berkeley, CA 94720

Parking / Shuttle Bus location:

One Centennial Drive
Berkeley, CA 94720

Parking will be at the Hall of Science parking lot. (pay-to-park) machines located at the lot and a designated NorCalMUG shuttle will be available to take you to the auditorium.


IBM Maximo – Work Centers 2.0 – Presented by IBM / Maximo

The Maximo user experience evolved again. Since Maximo, Work Centers have been seen by new and existing users. It’s a simpler and fresher way to analyze and manipulate data. With each new release, the user experience is being improved and the applications are getting even more connected to each other. This presentation will demonstrate the product and take away all your doubts about the new Work Centers way of working.

What Real Change Management Looks Like – Presented by the City of Roseville

Long before you’ve made Maximo the best choice for your asset management solution, you have to ask yourself, “How do we create and share a vision that will sustain us through a successful implementation?” The topic of Change Management may occasionally cause eyes to roll, but half measures in its application can cause a grinding sound in the gears of your best implementation efforts.

Rebaselining Master Equipment List & PM Program – Presented by Lawrence Berkeley National Labs

Implementation of a Mobile Work Management Pilot Program – Presented by Sacramento County Water Agency

Maximo 7.5 End of Service, a new beginning with Maximo 7.6 – Discussion Group Topic

Everyone knows that the end of service for Maximo 7.5 is on April 30th, 2018 (if you don’t know…now you do!), but not everyone knows how to get from where they are today to the latest version of Maximo. In fact, many of us may “fondly” remember the pain of the last upgrade. This discussion group will talk through what elements are required to make your 7.5 upgrade project a success. In addition, we will talk beyond “technical upgrades” and look at some of the Maximo 7.6 features. Can those new features be incorporated to improve your organization’s current use of Maximo?

Maximo Classifications – Discussion Group Topic

If you’re a Maximo end user and interested in presenting or leading a discussion group at our Fall event, please contact with your ideas to make this another great meeting!

Sponsored by Solufy, DataSplice, Fields Consulting, BPD Zenith and Starboard Consulting

The next NorCalMUG Bay area meeting will be held at the University of California-San Francisco.

Breakfast and Lunch will be provided by our sponsors. This meeting is free of charge to associated Maximo users.

Our meeting will be held in conjunction with Fleet Week:

Where: University of California San Francisco
Building: Genentech Hall, Byers Hall Auditorium
600 16th Street (See parking information below)
San Francisco, CA
When: Oct 6, 2017, 8:30 am – 2:30 pm

Current Agenda:

Master PMs. PMs and Job Plans, Work Orders
Presented by Golden Gate Transportation

User Adoption – Demystifying the Training Process
Presented by UCSF Facilities Customer Service & Technology

Solutions to bridge the gap for field users:

    • Training (Project schedule, Training Videos, Follow-up)
    • Tools (Mobile Devices, Mobile Device Mgmt., Communication Tools, Barcodes, Mobile application, File Repository/Mgmt.)
    • Newsletter
    • Website
    • Training the trainers
    • Early adoption for new employees
    • 1:1 training for technophobes

End user’s favorite tips, tricks and road blocks
Discussion group topic

Maximo Jeopardy
Hosted by UCSF Facilities Customer Service & Technology

Call for presentations and discussion group leaders is still open – Please contact Scott Schilling for presentation or discussion group topics you would be interested in leading for our Fall 2017 meeting –

Sponsors: DataSpliceSolufyFields Consulting and BPD Zenith


Once again, we’re bringing NoCalMUG meeting back to The California State Railroad museum in old town Sacramento

Breakfast and Lunch will be provided by our sponsors. This meeting is free of charge to associated Maximo users.

Where:California State Railroad Museum
125 I St,   Sacramento CA 95814

When: May 25, 2017, 8:30 am – 3:30 pm

More information on the California Railroad Museum.

Current Agenda:

  • Presentation – Using Kits in Maximo – benefits of using Kits and showing the setup and re-order process – Bureau of Reclimation
  • Presentation – Mobile Implentation & User Acceptance – Golden Gate Transportation
  • Presentation – Maximo GIS tools – Bay Area Rapid Transit (BART)
  • Discussion Workshop – Failure Reporting

Sponsors: SolufyDataSpliceFields Consulting, Technology Training & Consulting, Inc,.and CamCode


Join us for the next NorCal Maximo Users Group Meeting, hosted by Sonoma County Water Agency at their Redwoods Conference Rooms on October 6, 2016

Time: 8:00 AM to 3:30 PM (PDT)

Location: Sonoma County Water Agency

     Redwoods Conference Rooms
     404 Aviation Boulevard
     Santa Rosa, CA 95403  

Presentations: We currently are seeking presentations on Asset Management and how you use Maximo. Your participation helps make our meetings successful!


The next NorCalMUG meeting will be held in the Historic Tower Theater in Roseville, and is hosted by the City of Roseville.
Wednesday, March 23, 2016 from 8:00 AM to 3:30 PM (PDT)
Historic Tower Theater – 417 Vernon Street Roseville, CA 95678

Spring Meeting Theme: “Optimizing Supply Chain and Procurement, Assets and Work Management”

Discussion Workshop Topics:

“Purchasing and Procurement”

  • Introducing new KPIs
  • Supplier relations 
  • Electronic-procurement systems
  • Contracts
  • Product Information 
  • Purchasing fully integrated with Store Rooms 
  • Deliveries

“San Francisco Public Utilities Purchasing Process Flow” 

  • Purchase Requisition MODULE
  • Purchasing Cycle SOP Driver Map
  • MAXIMO Status Flow – Purchase Requisition Module

“Asset Management”

  • Accurate Depreciation Tracking
  • Start Your asset tracking out right
  • Hardware and software tools for asset management
  • Capturing or updating assets and details in the field

“Watson Analytics to add value to your reporting with predictive capabilities”

  • IBM presents on the latest reporting with predictive analytics

 “Work Types Key Foundation of Asset Performance”

  • Importance of Work Types in Maximo
  • How Many Work types?
  • Measuring Maintenance Effectiveness
  • Reporting Maintenance Costs
Sponsors: DataSplice, Fields Consulting, Solufy.

The Northern California Maximo Users Group, or NorCalMUG, holds meetings twice a year, rotating between the Bay Area and Sacramento.

Its primary function is promoting best practices and education for users of IBM’s MAXIMO Asset Management Systems. Meetings are free of charge to end users, and we promote the sharing of Maximo resources, tips, and use cases among fellow end users.

Slides are made available after the meeting in the NorCalMUG forums section. You must be logged in to see the links.

The Fall 2015  NorCalMUG meeting was held at the California State Railroad Museum in old town Sacramento.

Wednesday, October 21, 2015

8:30 am to 3:30 (and social hour 3:30 to 4:30 pm)

California State Railroad Museum
125 “I” Street
Sacramento, CA 95814

Continental Breakfast – Reception Networking
 East Theatre –  / Agenda / NorCalMUG updates / Host & Venue introduction Scott Schilling – NorCalMUGBay Director
Rick Crory – NorCalMUG Sacramento Founder
CA State Parks Railroad Museum

Discussion Workshop: “Effectively Capturing Asset Details”

  • Building Location ID Hierarchies
  • Use of Asset Hierarchies
  • Capturing Asset Specifications
  • Building to Fit the Business
  • Use of Multiple Systems 
Group Discussion
Networking Break Break
 Discussion Workshop: “Making Maximo Work in Your Organization”

  • Setting up Routes, Preventative Maintenance, Defining Job Plans, Master PMs
  • Use of Work Flow for Process Streamlining and automating Quality Assurance
  • Implementing Automation: Conditional Processing, Escalations, Automation Scripting
Group Leader – Rick White IBM

Discussion Workshop: “Work Types Key Foundation of Asset Performance”

  • Importance of Work Types in Maximo
  • How Many Work types?
  • Measuring Maintenance Effectiveness
  • Reporting Maintenance Costs
Group Discussion
LUNCH & Maximo 7.6 test drive simulators available from IBM Thank you to our Sponsors:
DataSplice | Solufy | IBM 

Paradigm Shift: “Evolving from a Reactive to a Predictive Asset Management Activity Model”

  • Demonstration: Integrating IBM’s Predictive Maintenance workflow into the Maximo User Experience.
  • Operationalizing Predictive Insights
  • Migrating from a Reactive to Predictive PM Strategy
  • Optimizing field resource personnel by job and PM category
Group Leader – Noah Kusz IBM

Discussion Workshop: “Analyzing all of that Asset Related Data”

  • Analytics / Life Cycle Analysis
  • Key Performance Indicators
  • Dashboards
  • Use of Free Cognos Analytic Reports
  • Third Party Analysis Services
Group Discussion
 Discussion Workshop: “Keeping Asset Management Simple”

  • Remember the User while Implementing Maximo
  • Don’t implement more asset details than your end users are going to be able to populate
  • Know the Requirements of Your Asset Management Objectives
  • Remember the upfront investment in populating hierarchies (locations, assets, failure) and specifications
  • Only implement what you need
  • Do not gather data for which you have no use
  • Streamlining Data Input (screen optimization and basic automation)
Group Discussion
Close/Social hour sponsored by IBM and/or Railroad museum self guided tour  Coconut Grove / Railroad Museum               

Discussion Workshop – Expanding Beyond the Maximo Asset Management Base

  • Incorporating Configuration Management, spatial, linear, scheduling Maximo add-ons and 3rd Party Products
  • Steam lining data input with Maximo Interface Framework, mobile, etc.
  • Electronic Data gathering
Group Discussion

Breakfast and Lunch will be provided by our sponsors. This meeting is free of charge to associated Maximo users.

Link to the California Railroad Museum:

Sponsors: IBM, SolufyDataSplice

When: June 4, 2015
Time: 8:30 am to 3:00 pm
Venue: Lawrence Berkeley National Laboratory Auditorium, 
Address: 1 Cyclotron Road, Building #66 Berkeley, CA 94720-8099 

Slides available at:

The NorCal Bay Area Maximo User Group full day workshop was held at Lawrence Berkeley National Laboratories Auditorium on June 4, 2015, from 8:30 am to 3:00 pm

Spring Workshop Agenda:

  • Adding Automation and Control System Assets into Maximo
  • Fire Alarm Protection Inspection Project 
  • Asset Management and Maximo (Discussion lead Workshop)
  • Utilizing Automated Meter Readings in Maximo 
  • Predictive Maintenance and Quality with Maximo
  • Ask the Experienced (Open Forum Maximo Q&A)

We need your participation! Let us know if you would be willing to help out at our next NorCalMUG meeting in the Fall of 2015 either with a discussion topic, or to lead a break out session for our Fall meeting.Contact:


MEETING LOCATION: Lawrence Berkeley National Laboratory Auditorium, 1 Cyclotron Road, Building #66 Berkeley, CA 94720-8099 

PARKING LOCATION: Lawrence Hall of Science, 1 Centennial Dr. Berkeley, CA 94720 – There is a self parking fee of $7.00 so have change available then look for the NorCalMUG Shuttle bus pick up location signs and grab the shuttle to the Auditorium building #66

BART STATION: NorCalMUG guests can also take the LBNL shuttle “Orange Line” from the BART Downtown Berkeley Station @ 2160 Shattuck Avenue / Berkeley, CA 94704 The LBNL bus’s pick up downtown Berkeley at the corner of Addison and Shattuck in front of a deli called the sandwich zone. Passengers should look for the LBNL bus flag in front of the deli with requested drop off at building #66 (Auditorium). Be sure to print your admission ticket to the event and show the driver.

You can stay at the Berkeley Guest House. Call 510-495-8000 for reservations. Rooms start at $110 for attendees. Please mention the NorCal Maximo Users Group.


1) Education is the primary purpose.
2) Attendance is free of charge to the user community, including complimentary continental breakfast and lunch.
3) Meetings are held twice per year and are one day in duration.
4) Vendors may attend but this is not a trade show or a sales event.

Sponsors: Solufy, DataSplice

Presentations for the meeting have been posted.
You must be logged in to see the list.

We’re taking the NorCalMUG meeting / workshop back to The California State Railroad museum in old town Sacramento for our Fall 2014 meeting. 
Date: October 15, 2014
Venue: California State Railroad Museum,
Address: 125 I Steet, Sacramento, CA 95814

There will be complimentary breakfast and lunch.


  • Registration and Continental Breakfast
  • Attendee Introductions / NorCalMUG updates
  • California Railroad Museum: Introduction to the Railroad museum / State Parks use of Maximo
  • Workshop- Maximo Health, Safety, and the Environment (HSE) Using Maximo HSE to operationalize Environmental Health & Safety (EHS) programs
  • Plan the work….Work the Plan – Establishing and maintaining a schedule using MAXIMO and a Visual Planner: This presentation will cover the 4 year history it took to come up with a method to effectively plan and schedule work using MAXIMO and CIM Visual Planner. It will also discuss the necessary foundations needed to be able to effectively plan and schedule work.
  • Lunch in the Stanford Room
  • San Francisco Public Utilities Inventory & Tool Room Mobility Project: Overview of mobile inventory and tool room optimization process utilizing iPads & Bluetooth scanners
  • Workshop – Planning and Scheduling Going Full Circle
  • Open forum “Ask the Maximo Experts”
  • Meeting Wrap up
  • Railroad Museum Tour

Sponsors: DataSplice and Solufy

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