Presentations text content in Improving Plant Operations with QAD Enterprise Asset Management
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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 Statement
Improving Plant Operations with QAD EAM
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Current ReleasePlanned Roadmap Potential RoadmapCustomer Advisory Board (CAB)
Joint development (JD)
Breakout session
Roadmap
CABJD
Content
Improving Plant Operations with QAD EAM
Slide4Current Release Update
Improving Plant Operations with QAD EAM
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ProjectsProject spending allocationFixed asset integration
Inventory
Purchasing
MaintenanceBusiness intelligence
Revision history
EAM New Features
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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 IDFA’s class and location Service date
Projects: Fixed Asset Integration
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Business requirementsCreate assets from a job
Only costs associated with job are capitalized
Ability to capitalize trailing costs
Projects: Fixed Asset Integration
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Requests for quote Out to SCP – solicit bidsIn from SCP to EAM – import responses
In EAM
Analyze bids
Award
Inventory: Integration with SCP
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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 Orders
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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 Controls
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Business requirementsExpose EAM maintenance schedule to production
First step towards integrated maintenance / production scheduling
Work Order Integration with PSW
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Slide13BI: Maintenance KPI’s
PM compliance PM vs
CM work order
Planned
vs unplanned work order
Planned vs unplanned laborCurrent 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
Slide14BI: 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 departmentsPriority work orders Work order backlog
Labor backlog
Work order backlog average days open
Improving Plant Operations with QAD EAM
Slide15BI: Maintenance KPI’s
Maintenance cost Top equipment cost Maintenance cost
Equipment availability
Top equipment by MTBF
Top reasons downtime
YTD downtime statistics
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Slide16System Wide: Revision Control
Business requirementsRecord all record changes Date/time stamp User ID
Table / field
Previous value
New value
Support regulatory requirements
Improving Plant Operations with QAD EAM
Slide17Future Roadmap
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Project approval by marginPM Routes for calibration maintenanceUplift from v11:
Consignment inventory
Production driven maintenance
Print work order attachments
Create requisition from inventoryPurchase order vendor revisions
Future Capabilities
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Margin approvalCustomer 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
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PM routesAbility 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
Slide21Future 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
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MobilityInventory management
Work order management
Requisition approvals
Analytics
Inventory KPIsPurchasing KPIsProject 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
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MaintenanceGraphical work order scheduling
Root cause analysis
Transfer equipment between sites
Inventory
Updating inventory price schedulesPurchasingCommodity based purchasingProjects
Engineer to order
Standard costing
Automated COGS
Other
Reopen accounting period
EAM Potential Functionality
Improving Plant Operations with QAD EAM
Slide25EAM Customer Advisory Board
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Role of the CABHelp set R&D priorities
Provide input into new features
Get access to new features
Time investment
Quarterly conference callsFollow-up surveyPeriodic 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)
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Slide27EAM Joint Development Team
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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 Development
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EAM Joint Development
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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 projectsWO close screen
Graphical WO scheduler
Calibration module
Breakout session on EAM joint development
Included with CAB First JD web workshopThursday, April 25, 1:00 P.M. US Eastern
EAM Joint Development
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unctionality, CAB, and JD Breakout SessionImproving 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 Session
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Summary
Improving Plant Operations with QAD EAM
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Current releaseTactical business requirements Significant enhancements
Potential roadmap
Functionality
Direction
Customer advisory board
EAM joint development
Summary
Improving 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 withNancy
Majure
Other EAM Customers
Next Steps While at Explore
Improving Plant Operations with QAD EAM
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Presenter Name: Nancy Majure, nnm@qad.com
Questions & Answers
Improving Plant Operations with QAD EAM
Slide37www.qad.com
©QAD Inc. 2013
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Improving Plant Operations with QAD Enterprise Asset Management
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