Annata 365 Fleet management with Annata 365 June

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Presentation transcript:

Annata 365 Fleet management with Annata 365 June 2018 13.12.2019 [Presentation title] - [Presenter/s]

Microsoft Dynamics 12/13/2019 presentation aims Help our partners to understand how the Annata solution can be used in other areas / sectors – such as fleet management Support you to grow sales in this area Raise awareness of the work that we are doing with our customers Explain how existing and new functionality (recently released), is being combined to deliver a comprehensive fleet management solution © 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Who needs a fleet management solution? Companies that manage their own fleet Companies that manage a fleet on behalf of other organisations Rental organisations – vehicles / tools / equipment Leasing companies or dealers that offer leasing options Car clubs Subscription services – the new thing!

Although on this functional map it looks like Fleet Management is only covered in one section this is far from the true picture! To begin with the device fleet will need to be purchased....and then maintained or repaired during their active lifetime....they will probably need to be associated with a fixed asset to handle depreciation....it may be necessary to link a custodian to the device...at the end of its lifetime the device will need to be disposed of....maybe as a used device.....and maybe using a sales order....etc.

Managing a fleet of vehicles (or other devices) Does not all happen in the Fleet module! Device management is the core module – to provide the 360° view of the vehicle/ equipment throughout its lifetime in the fleet Standard Annata functionality is used in areas such as purchase, fixed asset link, sales (to manage disposals), etc. Some organisations will service their own vehicles – Work Order management covers this requirement Others use external providers to carry out service or repair work – in this example some of our customers still use Work Orders to track the work that is taking place Other customers use Warranty Claims functionality to manage ‘pre-work approvals’ before the service / repair is done by the external provider

Other ways in which ‘standard’ Annata 365 is used Scheduled servicing Rentals to manage a ‘pool car’ operation Service campaigns can be used to handle internal service bulletins Work requests and service regions could be used as the basis for a ‘call centre’ operation – we are working on this at the moment with one of our customers Commissioning (and de-commissioning) of vehicles through the use of Work Orders (whether the work is done by the company or an external service provider) Annata parts functionality – to support automotive / equipment servicing and repairs Contracts / Service packages if the company offers services to other businesses

Device lifecycle Device information Purchase device Fixed Asset Workshop management Commission device Fit equipment and accessories Device operational Scheduled maintenance Inspections Repairs Spare parts management Service campaigns / recalls Warranty claims De-commission device Remove equipment and accessories Dispose of device Pool car management Contracts / Service packages As we’ve indicated on the previous slides the lifecycle of a device could include all of these activities and the Annata functionality that sits behind each step

Recently introduced functionality Automatic creation of Fixed Assets during purchase process Inspections for devices Including periodic inspections Faults from inspections rectified through work orders Work Order warning regarding observations from inspections Scheduled service – making periodic maintenance much easier to handle

FUTURE PROOF YOUR DEVICE MANAGEMENT As well as managing information and activity inside the solution, based on F&O functionality, we are working on links to Customer Engagement. Through CDS we can also ‘look’ outside the solution to extend the functionality further still.

Annata fleet customers UK public sector implementation currently underway Approx. 12k vehicles / equipment Started with vehicles but extended into items such as radios, trackers etc. Multiple child devices linked with the parent Now thinking about inclusion of equipment and plant on their sites South American vehicle leasing company Approx. 40k vehicles Fitting out for customers needs and leased Independent service centres carry out work on vehicles (repairs and servicing) North American based religious organisation Approx. 15k vehicles UK based tool hire company Approx. 500k tools and equipment Do own servicing Many other examples with smaller fleets (not their main business but an added service for their customers) Short term rentals, loan vehicles, leasing etc.

Annata 365 Please let your country / regional sales team know if you would like any additional information on this area and we will be happy to help! 13.12.2019 [Presentation title] - [Presenter/s]