EquipmentLink & Condition Monitoring Portal Webcast AUGUST 2015 John Fennell Customer Support Manager Presented by: Darren Carter Software Product Consultant

Agenda EquipmentLink Overview Condition Monitoring Portal (CMP) Overview Preparing for OLGA Contact Canam Solutions Inc.

EquipmentLink Overview

4 EquipmentLink Developed to provide a wide user group at the Dealership with quick & easy access to all relevant information around a serial number, including: Current owner information (machine pop or Dealer owned inventory) Location of unit (if provided by GPS) + directions to get there Current SMU reading, location, fuel usage and equipment utilization data through Vision Link All SOS results through interfaces to CAT Lab or Oil Commander Full work order history from ERP Service letters, both outstanding and completed Inspection facility to manually upload or automate inspections through interfaces with CAT Inspection API, CAT Used Inspection API, Modustri API, and manual upload Full capability on a tablet – Apple, Windows, Android

5 EquipmentLink Technology framework for all Service Modules Expanded views of all serial numbers with search capabilities Customer Machine Population, Dealer Inventory and Equipment on Order Main goals of our project were to deliver: Cross-browser support (Internet Explorer, Chrome, Safari) to all the application to be run on a laptop, desktop or tablet Fast, responsive user interface Rich user experience

6 Condition Monitoring Partners Collaboration Partners and Pilot Dealers Additional EL/CMP Dealers AltorferBlanchard MachineryH.O. Penn Machinery Carolina TractorYancey BrothersKramer Ltd. William Adams - AustraliaRing PowerZiegler Ferreyros - PeruGiles & RansomePatten Hawthorne MachineryNC Machinery Holt of TexasOhio Cat Holt of California (QA)Fabick (QA) Foley Inc. (QA)Venequip (QA)

7 EquipmentLink: Finding Equipment is Easy Results begin to appear in all categories as soon as the 3 rd digit is typed Recently Viewed section to return to any of the last 10 machines viewed in the window

8 EquipmentLink: Summary Views All SOS Results, VL Fault Codes, Service Letters and Inspections automatically categorized into green/yellow/red status Displayed as total view for user Overall pages show all alerts coming in for each of the categories

9 EquipmentLink: Serial Number Home Page All serial number related data from all sources appear on the home page

10 EquipmentLink: Current Owner Info Same details that company users see in SalesLink Owner, Influencers, and Sales Rep assignments and PARs

11 EquipmentLink: Location Info Last reported location from Vision Link Ability to get directions from current location or manually input address

1212 EquipmentLink: Media Uploads Pictures or videos of any format can be posted to the Media page in “Albums” or collections of pictures

13 EquipmentLink: Document Uploads Documents of any file type can be uploaded to the serial number’s Documents page

14 EquipmentLink: Notes Notes can be entered regarding the machine and remain with the serial number Notes entered in DBS also appear

1515 EquipmentLink: Work Order Data Complete Work Order History for the serial number Can filter by customer number, job/component codes and status of the work order

1616 EquipmentLink: Work Order Data Drill-down to segment details including Parts, Labor, Misc. and the Invoices produced

1717 EquipmentLink: Warranty Visibility Displays Standard and Extended Warranties, their Effective Dates and Expiries by date or SMU Presents Work Order History that was charged to Warranty

1818 EquipmentLink: Contracts Displays PM/CSA contract information from DBS Includes history of work orders completed under contract

1919 EquipmentLink: Quotes Lists quotes created in iQuote and Parts & Service Quoter Hyperlink opens the appropriate application and shows quote

2020 EquipmentLink: Opportunities Displays SalesLink opportunities related to the serial number Hyperlink opens SalesLink and shows opportunity

2121 EquipmentLink: Reservations Reservations made in DBS are shown

22 EquipmentLink: Transaction Register Visibility Users with an Admin or Super User role can see the Transaction Register detail Public Users cannot

23 EquipmentLink: SOS Results by Compartment Displays Latest Sample by Compartment with a drill down to all samples for each compartment

24 EquipmentLink: SOS Results History Comparison

25 EquipmentLink: Electronic Data List of all Vision Link occurrences with color coded Severity Rating

26 EquipmentLink: CAT Inspect Inspections Includes condition rating by inspection item and photos uploaded to CAT Inspect/CAT Used Modustri undercarriage inspections can be displayed as well

27 EquipmentLink: Service Letter Visibility History of Outstanding, Expired and Completed PIP/PSPs with Work Order and Segment number for completed Service Letters Hyperlink takes user to SIS

Condition Monitoring Portal (CMP) Overview

28 Condition Monitoring Portal (CMP) Integrated and aggregated view of all sources of data for the CM Analyst to review and create a Case and Lead Manage large sets of alerts from multiple sources – SOS, VL Fault Codes, various sources of inspections, Service Letters Provide the ability to create fleets for monitoring purposes Alerts managed by exception through weighting capabilities Machines are scored to provide visibility to priority Alerts can be grouped together with Service Letters, previous work orders, SOS with VL Fault Codes to create a Case on the machine Cases are reviewed and recommendations given Case is transferred to a Lead within CRM to track and manage the opportunity

29 CMP: Main Dashboard

30 CMP: CMA Fleet Dashboard Highest priority equipment at the top based on Severity Scoring of alerts

31 CMP: CMA Machine View & Workflow Equipment Health by Compartment, Outstanding Alerts and Alert and Event History

32 CMP: CMA Case Creation/Recommendation

33 CMP: CMA Lead to PSSR Visibility of the Lead at the Customer level in Customer Search and SalesLink

34 CMP: SalesLink CRM Opportunity Visibility

35 CMP: Alerts Review Summary Report

36 CMP: CMA Report - Accountability Complete summary of all CM Activity and their statuses

37 CMP: Fleet Reporting Fleet Reports for delivery to customers can be created using as many accounts and machines per report as you wish List displays the last run of the report and who ran it and a link to the report that was created

38 CMP: Developing a Customer Report Multiple accounts can be added and machines for all those customers are displayed for inclusion in the report

39 CMP: Fleet Report Summary Page Overall report contains a summary page for all machines with a hyperlink to the serial number page

40 CMP: Asset Utilization Data and graphical representation of Asset Usage and Fuel Utilization by Serial Number

41 CMP: Serial # Specific Page (Top Half)

42 CMP: Serial # Specific Page (Bottom Half)

43 CMP: Customer Report History Page Complete history of every report generated, who generated and a copy of the file that was created

44 CMP: Administration Tools – Compartment Weighting Administrators can apply specific scoring for SOS, Vision Link and Inspection Alerts by Compartment

45 CMP: Administration Tools – SOS Alert Weighting/Silence

46 CMP: Administration Tools – Fault Code Weighting/Silencing

Coming Functionality for OLGA

47 OLGA: Managed Like Other “Clues”

48 OLGA: Summary View

49 OLGA: Search View

50 OLGA: Serial Number Specific Leads from CAT

51 OLGA: Treated as Another Clue in the Case

52 EquipmentLink & Condition Monitoring Portal All the crucial data regarding your customer machine population and inventories in one, easy-to-use interface Helps you deliver EMSolutions to your customer base Integrates OLGA leads with all other data for a complete view of machine health Call today for a quote or to set up a private demonstration for your team!

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Thank you! For more info: Name : Darren Carter