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Improving Plant Operations with QAD Enterprise Asset Management

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Presentation on theme: "Improving Plant Operations with QAD Enterprise Asset Management"— Presentation transcript:

1 Improving Plant Operations with QAD Enterprise Asset Management
Additional Title Text Improving Plant Operations with QAD Enterprise Asset Management Nancy Majure – EAM Global Business Practice Manager, QAD

2 Improving Plant Operations with QAD EAM
Safe Harbor Statement The following is intended to outline QAD’s general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, functional capabilities, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functional capabilities described for QAD’s products remains at the sole discretion of QAD.

3 Content Current Release Planned Roadmap Potential Roadmap
Improving Plant Operations with QAD EAM Content Current Release Planned Roadmap Potential Roadmap Customer Advisory Board (CAB) Joint development (JD) Breakout session Roadmap CAB JD

4 Current Release Update
Improving Plant Operations with QAD EAM Current Release Update

5 EAM New Features Projects Inventory Purchasing Maintenance
Improving Plant Operations with QAD EAM EAM New Features Projects Project spending allocation Fixed asset integration Inventory Purchasing Maintenance Business intelligence Revision history

6 Projects: Spending Allocation
Improving Plant Operations with QAD EAM Projects: Spending Allocation Business requirements Control spending at the job Provide visibility of allocated funds across jobs Enable additional funds to be allocated Enables spending control at job level Track Available from parent Allocated to children Unallocated balance Total spent

7 Projects: Fixed Asset Integration
Improving Plant Operations with QAD EAM Projects: Fixed Asset Integration Business requirements: Create an asset from a project/job Provide visibility into capitalized and un-capitalized amounts New fields Fixed asset ID FA’s class and location Service date

8 Projects: Fixed Asset Integration
Improving Plant Operations with QAD EAM Projects: Fixed Asset Integration Business requirements Create assets from a job Only costs associated with job are capitalized Ability to capitalize trailing costs

9 Inventory: Integration with SCP
Improving Plant Operations with QAD EAM Inventory: Integration with SCP Requests for quote Out to SCP – solicit bids In from SCP to EAM – import responses In EAM Analyze bids Award

10 Blanket Purchase Orders
Improving Plant Operations with QAD EAM Blanket Purchase Orders Business Requirements: Increase efficiency in processing orders associated with high volume items Ability to manage negotiated price schedules / changes from a central contract Enforce spending controls and expiration dates associated with supplier contracts Track changes to contracts for audit compliance

11 Defined Vendor Currency Controls
Improving Plant Operations with QAD EAM Defined Vendor Currency Controls Business requirements: Restrict currencies based on vendors ability to receive purchase orders in a currency other than the vendors primary currency Vendors may require purchase orders to be processed and paid in the currency the vendor has to pay their suppliers. A history of all purchase prices by different currencies need to be visible and utilized when creating future purchase requisitions.

12 Work Order Integration with PSW
Improving Plant Operations with QAD EAM Work Order Integration with PSW Business requirements Expose EAM maintenance schedule to production First step towards integrated maintenance / production scheduling

13 BI: Maintenance KPI’s PM compliance Maintenance backlog
Improving Plant Operations with QAD EAM BI: Maintenance KPI’s PM compliance PM vs CM work order Planned vs unplanned work order Planned vs unplanned labor Current PM vs CM work order backlog YTD work order statistics Maintenance backlog Work order Labor Work order average days open Work order current statistics

14 BI: Maintenance KPI’s Maintenance work orders
Improving Plant Operations with QAD EAM BI: Maintenance KPI’s Maintenance work orders Top failure count Priority WO count Service request count YTD service request statistics Open service request trend Maintenance for departments Priority work orders Work order backlog Labor backlog Work order backlog average days open

15 BI: Maintenance KPI’s Maintenance cost Equipment availability
Improving Plant Operations with QAD EAM BI: Maintenance KPI’s Maintenance cost Top equipment cost Equipment availability Top equipment by MTBF Top reasons downtime YTD downtime statistics

16 System Wide: Revision Control
Improving Plant Operations with QAD EAM System Wide: Revision Control Business requirements Record all record changes Date/time stamp User ID Table / field Previous value New value Support regulatory requirements

17 Improving Plant Operations with QAD EAM
Future Roadmap

18 Future Capabilities Project approval by margin
Improving Plant Operations with QAD EAM Future Capabilities Project approval by margin PM Routes for calibration maintenance Uplift from v11: Consignment inventory Production driven maintenance Print work order attachments Create requisition from inventory Purchase order vendor revisions

19 Future Capabilities Margin approval Customer funded projects
Improving Plant Operations with QAD EAM Future Capabilities Margin approval Customer funded projects Concept: the LOWER the margin of profit, the HIGHER up the approval needs to go Business requirement Identify “high risk” project investments Ensure proper approval

20 Future Capabilities PM routes
Improving Plant Operations with QAD EAM Future Capabilities PM routes Ability to associated multiple equipment to a single preventive maintenance (PM) work order. Record step (task) level readings: on the work order instruction step, ability to record equipment calibration readings identified on the route. Calibration alerts: EAM should take prescribed action when calibration out-of-tolerance (oot) situations exists

21 Future Potential Functionality
Improving Plant Operations with QAD EAM Future Potential Functionality

22 EAM Potential Functionality
Improving Plant Operations with QAD EAM EAM Potential Functionality Product readiness Automated test scripts Database diagram Others… Transformational items: Inventory master Serialized “rotable” inventory Improvements to existing areas Stock replenishment Reports

23 EAM Potential Functionality
Improving Plant Operations with QAD EAM EAM Potential Functionality Mobility Inventory management Work order management Requisition approvals Analytics Inventory KPIs Purchasing KPIs Project KPIs Integration Running EAM within QAD menu (single login) Utilized QAD reporting Eliminating need to download QAD data (vendors, account numbers, etc.) Combining ERP and EAM purchasing

24 EAM Potential Functionality
Improving Plant Operations with QAD EAM EAM Potential Functionality Maintenance Graphical work order scheduling Root cause analysis Transfer equipment between sites Inventory Updating inventory price schedules Purchasing Commodity based purchasing Projects Engineer to order Standard costing Automated COGS Other Reopen accounting period

25 EAM Customer Advisory Board
Improving Plant Operations with QAD EAM EAM Customer Advisory Board

26 Customer Advisory Board (CAB)
Improving Plant Operations with QAD EAM Customer Advisory Board (CAB) Role of the CAB Help set R&D priorities Provide input into new features Get access to new features Time investment Quarterly conference calls Follow-up survey Periodic conference call regarding specific enhancements of interest First CAB meeting at explore Conference Room 8, Thursday, May 9, from 10:30 am-12:00 pm

27 EAM Joint Development Team
Improving Plant Operations with QAD EAM EAM Joint Development Team

28 EAM Joint Development Purpose How does it work
Improving Plant Operations with QAD EAM EAM Joint Development Purpose To provide customers the ability to accelerate development of features on the EAM roadmap How does it work START – QAD store enhancement request Candidate for standard product? Estimate Fund (shared cost) Deliver! Roll into standard EAM

29 EAM Joint Development Elements of JD Costs split with QAD
Improving Plant Operations with QAD EAM EAM Joint Development Elements of JD Costs split with QAD The “more the merrier”! Input to design Advanced access to functionality

30 EAM Joint Development Examples of potential JD projects
Improving Plant Operations with QAD EAM EAM Joint Development Examples of potential JD projects WO close screen Graphical WO scheduler Calibration module Breakout session on EAM joint development Included with CAB First JD web workshop Thursday, April 25, 1:00 P.M. US Eastern

31 EAM Functionality, CAB, and JD Breakout Session
Improving Plant Operations with QAD EAM EAM Functionality, CAB, and JD Breakout Session

32 Break-Out Session First CAB meeting Joint development Product road map
Improving Plant Operations with QAD EAM Break-Out Session First CAB meeting Product road map Priorities Targeted areas of interest Joint development Potential projects

33 Improving Plant Operations with QAD EAM
Summary

34 Summary Current release Potential roadmap Customer advisory board
Improving Plant Operations with QAD EAM Summary Current release Tactical business requirements Significant enhancements Potential roadmap Functionality Direction Customer advisory board EAM joint development

35 Next Steps While at Explore
Improving Plant Operations with QAD EAM Next Steps While at Explore Attend the first CAB! Register as an interested participant Participate in the first review of R&D options Stop by the Solutions Expo See the latest enhancements Explore new functionality Schedule follow-up discussions with Nancy Majure Other EAM Customers

36 Questions & Answers Presenter Name: Nancy Majure, nnm@qad.com
Improving Plant Operations with QAD EAM Questions & Answers Presenter Name: Nancy Majure,

37 ©QAD Inc. 2013


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