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| Building the Effective Enterprise
Improving Plant Operations with QAD Enterprise Asset Management
Nancy Majure – EAM Global Business Practice Manager, QAD
Additional Title Text
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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.
Safe Harbor StatementImproving Plant Operations with QAD EAM
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■Current Release■Planned Roadmap ■Potential Roadmap■Customer Advisory Board (CAB)■Joint development (JD)■Breakout session
Roadmap CAB JD
ContentImproving Plant Operations with QAD EAM
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Current Release UpdateImproving Plant Operations with QAD EAM
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■Projects Project spending allocation Fixed asset integration
■Inventory■Purchasing ■Maintenance■Business intelligence ■Revision history
EAM New FeaturesImproving Plant Operations with QAD EAM
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Projects: Spending Allocation Improving Plant Operations with QAD EAM
■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
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■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
Projects: Fixed Asset IntegrationImproving Plant Operations with QAD EAM
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■Business requirements Create assets from a job Only costs associated with job are capitalized Ability to capitalize trailing costs
Projects: Fixed Asset IntegrationImproving Plant Operations with QAD EAM
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■Requests for quote ■Out to SCP – solicit bids■In from SCP to EAM – import responses ■In EAM
Analyze bids Award
Inventory: Integration with SCPImproving Plant Operations with QAD EAM
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■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
Blanket Purchase OrdersImproving Plant Operations with QAD EAM
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■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.
Defined Vendor Currency ControlsImproving Plant Operations with QAD EAM
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■Business requirements Expose EAM maintenance schedule to
production First step towards integrated maintenance /
production scheduling
Work Order Integration with PSWImproving Plant Operations with QAD EAM
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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 Current PM vs CM work order backlog Work order current statistics
Improving Plant Operations with QAD EAM
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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
Improving Plant Operations with QAD EAM
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BI: Maintenance KPI’s
■Maintenance cost Top equipment cost Maintenance cost
■Equipment availability Top equipment by MTBF Top reasons downtime YTD downtime statistics
Improving Plant Operations with QAD EAM
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System Wide: Revision Control
■Business requirements Record all record changes
−Date/time stamp −User ID−Table / field −Previous value −New value
Support regulatory requirements
Improving Plant Operations with QAD EAM
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Future RoadmapImproving Plant Operations with QAD EAM
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■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
Future Capabilities Improving Plant Operations with QAD EAM
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■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
Future Capabilities Improving Plant Operations with QAD EAM
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■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
Future Capabilities Improving Plant Operations with QAD EAM
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Future Potential Functionality Improving Plant Operations with QAD EAM
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Product readiness−Automated test scripts−Database diagram−Others…
Transformational items:−Inventory master−Serialized “rotable” inventory
Improvements to existing areas−Stock replenishment−Reports
EAM Potential Functionality Improving Plant Operations with QAD EAM
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■ 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
EAM Potential Functionality Improving Plant Operations with QAD EAM
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■ 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
EAM Potential Functionality Improving Plant Operations with QAD EAM
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EAM Customer Advisory BoardImproving Plant Operations with QAD EAM
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■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
Customer Advisory Board (CAB)Improving Plant Operations with QAD EAM
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EAM Joint Development TeamImproving Plant Operations with QAD EAM
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■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
EAM Joint DevelopmentImproving Plant Operations with QAD EAM
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EAM Joint DevelopmentImproving Plant Operations with QAD EAM
■Elements of JD Costs split with QAD The “more the merrier”! Input to design Advanced access to functionality
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■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
EAM Joint DevelopmentImproving Plant Operations with QAD EAM
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EAM Functionality, CAB, and JD Breakout Session
Improving Plant Operations with QAD EAM
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■First CAB meeting Product road map Priorities Targeted areas of interest
■Joint development Potential projects Targeted areas of interest
Break-Out SessionImproving Plant Operations with QAD EAM
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Summary
Improving Plant Operations with QAD EAM
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■Current release Tactical business requirements Significant enhancements
■Potential roadmap Functionality Direction
■Customer advisory board■EAM joint development
SummaryImproving Plant Operations with QAD EAM
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■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
Next Steps While at Explore Improving Plant Operations with QAD EAM
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■Presenter Name: Nancy Majure, [email protected]
Questions & AnswersImproving Plant Operations with QAD EAM
