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

2. 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
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3. 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!

4. 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.

5. 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

6. 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

7. 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

8. 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

9. 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.

10. 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.

11. 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!
[Presentation title] - [Presenter/s]