PRIMAVERA MAINTENANCE FOR EFFECTIVE EQUIPMENT MAINTENANCE

Transcription

1 PRIMAVERA MAINTENANCE FOR EFFECTIVE EQUIPMENT MAINTENANCE

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3 PRIMAVERA MAINTENANCE FOR EFFECTIVE EQUIPMENT MAINTENANCE 3 The importance of planned, structured Maintenance Organisations frequently invest ambitious organisation in their daily the life cycle of equipment and huge sums in equipment that can efforts to fine-tune their strategies facilities, operational costs and the easily deteriorate because there is while seeking the perfect balance organisation's image all depend. no system in place that allows its between increased competitiveness Effective, planned, programmed, life cycle to be rigorously and meticulous cost control. In this preventative and properly controlled. Under such context, maintenance plays a controlled maintenance is circumstances, with so much at vitally important transversal role absolutely essential for any stake, reacting is far from being a upon which productivity levels, the organisation whose ultimate goal is strategic option. This is why finding efficiency of operational processes, business excellence. mechanisms that lead to a direct the organisation's performance, increase in productivity, without the quality of its products and overburdening operational costs, is services, the competence and a common goal shared by every effectiveness of its technical teams,

4 4 PRIMAVERA BSS THE PRIMAVERA MAINTENANCE SOLUTION Deeming maintenance to be a where the results of the entire allows the maintenance process to transversal concept that affects organisation depend essentially run smoothly with easy interaction the entire production process, upon the capacity and operational between the various teams within capable of causing a major impact standards of the equipment used. the organisation. Since the system on organisations' competitiveness, This solution centralises the whole is autonomous it does not need to PRIMAVERA presents a solution process of maintenance be integrated into a business which allows the entire management, enabling the management system, enabling the maintenance process to be coordination of technical cost of each individual job to be defined, controlled and managed information with warehouse stock estimated regardless of whether it is both operationally and control, namely the maintenance preventative or corrective, and strategically. The PRIMAVERA materials themselves and the whether it is carried out by internal MAINTENANCE solution is ideal for respective processes of teams, external contractors or organisations operating in sectors requisitioning, sales and purchase, outsourcers. Another particularity such as Industry, Construction and along with financial management of this solution is the ease with Hospitality, where equipment incorporated into the general, which it allows the organisation's management is a determining analytical and management staff to use internet platforms to factor for good performance, and budgetary accounting system. This input information essential for the planning of the various maintenance jobs required, thanks to its integration with the Helpdesk Module that complements and boosts Maintenance and Asset Management capacity through the use of the internet and/or intranet. The PRIMAVERA MAINTENANCE solution thus offers a combination of mechanisms that allow the configuration and management of the entire maintenance process. Maintenance, Inspection, Lubrication and Test Plans and the respective reports can be drawn up and controlled, and Queries can be configured in order to generate reports which can be exported directly to Excel and WinWord, thus allowing the information stored in the system to be analysed from a number of different perspectives. Thanks to the ease with which data can be consulted and extracted, this tool provides the manager with a series of analysis charts fundamental for the control of processes and decision-making.

5 PRIMAVERA MAINTENANCE FOR EFFECTIVE EQUIPMENT MAINTENANCE 5 Main Functions and Modules The goal of the PRIMAVERA MAINTENANCE solution is to plan, programme and manage maintenance in line with the availability of the technical teams and means, and the operational conditions of the equipment, and as such it features a modular structure that works either as part of a network or as an independent unit, with Client Server type access. Featuring a ramified structure, the solution comprises a set of interdependent modules that allow the entire process to be managed effectively, based on functions such as: EFFICIENT CATEGORISATION OF THE EQUIPMENT AND ITEMS TO BE MAINTAINED The definition and categorisation of an organisation's equipment is a fundamental step towards good planning. It is during this first stage that the structure will be drawn up of all the information which will operational position (Locations), Each Location or Entity may have serve as the basis for the and it is also possible for associated units of measurement, scheduling and planning of regular simultaneous references to be such as meters and parameters, maintenance work. Thus, the made that facilitate a historical which serve as support information Equipment or Items to be analysis of the different locations for the scheduling and planning of Maintained Module supports a where the equipment has been regular maintenance. series of functions that allow the before. The various Entities are And this logical, efficient grouping efficient categorisation of the organised hierarchically on a multi- of equipment also makes it possible condition of equipment considered level tree-style structure and to forecast and control as Items to be Maintained. grouped in families depending upon maintenance costs, since each their functional content. They may Location and Entity has an Entities and Locations also be subdivided into smaller associated Destination Account for The equipment is coded depending groups by brand or model where the investments where all the on its functional content (Entities) relevant technical and operational information relating to the or the geographic location of each information can be found for each. concerning costs can be found.

6 6 PRIMAVERA BSS MANAGEMENT OF MATERIALS define Locations at a number of ASSOCIATED WITH warehouses and put a hold on items MAINTENANCE based on previously scheduled The PRIMAVERA MAINTENANCE maintenance jobs, or order items solution's Materials Module allows from external suppliers. the autonomous management of The information on items stored in materials associated with the warehouse that are to be used maintenance and can also be for maintenance is linked to the integrated with any ERP available relevant suppliers and to the on the market. This is the module specific equipment, brands and where the necessary mechanisms models for which the items were for managing stocks and supplies acquired. are concentrated. Here, the solution can be used either for autonomous Spares, Consumables and management or as part of a central Tools stock-control system. The effective management of Integration with the Works Module materials presupposes detailed also makes it possible to consult a SELECTING THE RIGHT PEOPLE job, to the internal facilities knowledge and permanent collection of information essential FOR EACH JOB (workshops), and external suppliers monitoring of items entering and for stock control, such as what Efficient management of the (companies) - so that all the leaving the warehouse. To this end, materials have been requested for technical teams allocated to each necessary information is available the Materials Module allows the a particular job, what the normal job is fundamental for the to ensure that the technical teams' user to do an inventory of Spares, supply timeline would be and effectiveness of the entire process. work is as cost-effective as Consumables and Tools, requisition details of the supply plan to be With PRIMAVERA MAINTENANCE possible. materials from the warehouse (by carried out. everyone involved in the means of lists of materials And it is also possible to store and maintenance process is Means associated with the preparations consult information about suppliers interconnected - from the internal The Means Module contains all the for specific jobs, or by direct (prices and types of materials) and and external human resources information relating to all those allocation to one job in particular), check or input quality scores. responsible for each maintenance involved in the maintenance

7 PRIMAVERA MAINTENANCE FOR EFFECTIVE EQUIPMENT MAINTENANCE 7 management process, and their calculate the manpower available plan the maintenance has been Organisation nature. at any given time, schedule jobs, taken into account, it is The structuring of the Maintenance The system not only provides a check how busy each person is at a fundamental that efforts be Plan itself is carried out in the description of the means available particular workshop, calculate the focused on establishing the work Organisation Module, where the but also identifies internal and costs associated with each job, and sequence so that everything will run order and priority of each individual external staff depending upon their check the availability of suppliers of as planned. The PRIMAVERA corrective or preventative task is speciality, the workshop they manpower, material, equipment or MAINTENANCE solution simplifies established. belong to, their work diaries, holiday services. this task by supplying all the To ensure that the planning is dates, overtime, expenses, expense necessary information for the successful, the process comprises allowances, etc. ESTABLISHING THE detailed planning of each two simultaneous approaches: a With all this combined information MAINTENANCE PLAN maintenance job. detailed one where the tasks to be at his fingertips, the user can Once all the information needed to carried out are broken down and

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9 PRIMAVERA MAINTENANCE FOR EFFECTIVE EQUIPMENT MAINTENANCE 9 listed under a series of meticulous CONTROLLING AND MANAGING submit job requests, requisitions, combination of location and stages); and a less detailed one THE MAINTENANCE PLAN and requests for the purchase or equipment thus enabling the that groups together the various The planning and management of coding of materials, and to integrated management of the stages which will give rise to the each job constitute the operational exchange all kinds of information entire process. Preparations, in other words, nucleus of the PRIMAVERA related to the maintenance groups of preventative or MAINTENANCE solution. A well- process, by means of integration Cost Control Facility corrective jobs. Such programming, planned job will increase the with the Helpdesk Module. Being able to control costs in an which can be associated with durability of an organisation's This means that every member of organisation is a condition sine qua certain families of equipment, assets and maximise their staff can use the internet/intranet non for the vitality of any business makes it possible to estimate the profitability. to request a particular job, the venture. In response to this need, means, materials and services This, then, is a decisive stage for the relevant priority level and the the PRIMAVERA MAINTENANCE needed for each stage, or to put success of the entire maintenance deadline for completion. However, solution offers a variety of together the entire schedule for a process, and should reflect the the job plan is only included after operational charts that keep track given job. Apart from planning information available on each item the Job Requisition has been of the costs involved in each job, maintenance jobs, the solution of equipment in order to maximise submitted by the Manager. If the thus making it possible to control can also be used to log Breakdowns its useful lifetime. application has been incorporated which tasks are to be invoiced to and Incidents, and to prepare The Maintenance Plan in an ERP, the requisition can be which jobs. statistics from this information, Management Module features a converted into an order. which can then be associated to the number of characteristics that Planning Job Report or directly cross- make the entire process more Planning of Jobs, Inspections and Regular Preventative Maintenance referenced to the Equipment. And flexible, including: Lubrication jobs are planned on the basis of a it's also worth noting that The establishment of Maintenance combination of details, including: budgeting can be carried out by Internet or Intranet connection, Plans comprises the planning of the Maintenance Plan stipulated by means of a network of Destination facilitating the submission of job each job and every kind of the manufacturer, limitations in Accounts relating to the costs of requests inspection, routine lubrication and terms of human resources, stocks, the different maintenance jobs. The solution offers an internal e- calibration plans for any item of the condition of the equipment, the mail service which can be used to equipment, location or Stoppage Plan and the Production

10 10 PRIMAVERA BSS Plan. A variety of criteria can be used to establish the interval

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12 12 PRIMAVERA BSS INTEGRATION WITH THE ERP This is a solution which is suitable Where PRIMAVERA's own ERP is materials and respective for any organisation regardless of concerned, integration is built-in, requisition, purchase and sales their business management system ensuring that all data flows in a processes, to financial because it can be integrated into straightforward fashion between management that is fully any ERP currently available on the the various areas of the ERP, incorporated into the budgetary, market, allowing exceptional eliminating redundant information general, analytical and smoothness in the exchange of and processes. Thanks to this solid management accounting systems. information, especially for the fields integration, all processes are The fluidity of the maintenance of logistics, administration and interconnected, from the processes enables every team in finance. centralised management of the the company to interact simply and warehouses, maintenance naturally with all the others. ARTICLES COST CENTRES THIRD PARTIES ERP MAINTENANCE WAREHOUSE OPERATIONS REQUISITION OF MATERIALS JOB COMPLETION

13 PRIMAVERA MAINTENANCE FOR EFFECTIVE EQUIPMENT MAINTENANCE 13 BASIC DATA MAINTENANCE ERP JOB START-UP CONSUMPTION OF MATERIALS* REQUISITION OF MATERIALS* PURCHASE/ENTRY INTO STOCK ALLOCATION OF COSTS JOB COMPLETION MATERIALS, OTHER COSTS, EXPENDITURE, MANPOWER ATTRIBUTION TO COST CENTER REOPENING OF JOB *In case they exist

14 14 PRIMAVERA BSS Main Characteristics of the Solution An all-round system for Promotes efficient management Facilitates the reporting of managing information relating of the materials needed for events and requests thanks to to the maintenance process. each job, with the possibility of integration with the Helpdesk Users can define, control and doing an inventory of Spares, Module, which uses internet manage the entire maintenance Consumables and Tools, as well as and/or intranet as its means of process at both operational and requisitioning materials from the communication with the strategic levels thus promoting warehouse, consulting information application; maximum cost-effectiveness of about suppliers or placing external equipment and the appropriate orders; Provides a series of analysis administration of its life-cycle, charts (exportable to Excel and efficient management of technical Allows efficient management of WinWord) fundamental for the teams and available means, and the internal and external human decision-making process; control of associated costs; resources responsible for carrying out maintenance jobs; A universal tool which can be Supports the drawing up and integrated into any business control of Maintenance, Implements mechanisms for the management system but which Inspection and Lubrication meticulous control of the status can also operate autonomously. Plans, allows Breakdowns and of planned jobs, sending alerts to Incidents to be logged, tests to be the people involved; carried out and the relevant reports drawn up, and offers the option of configuring Queries that generate reports which can be directly exported to Excel and WinWord;

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16 PRIMAVERA BUSINESS SOFTWARE SOLUTIONS Braga Edifício Olympus II Rua Cidade do Porto, Nº Braga Portugal T F Lisbon Edifício Miraflores Premium Alameda Fernão Lopes, Nº 16, 13º Algés Portugal T F Madrid Parque Europa Empresarial Edifício París, Calle Rozabella, Nº 6 Planta Baja, Oficina Las Rozas, Madrid España T F Luanda Rua Eng. Armindo de Andrade Nº 63, 1º Dto Miramar, Luanda Angola T F M Maputo Av. Ahmed Sekou Touré Nº 713, Maputo Moçambique T F