Infor EAM: Efficient Asset Management with Infor EAM Volker Schümann Business Solution Consultant, Germany

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Enterprise Asset Management Key characteristics Improving asset performance to reduce downtime Extending asset life to avoid new capital purchases Scheduling preventive maintenance to prevent

4 Enterprise Asset Management Key characteristics Improving asset performance to reduce downtime Extending asset life to avoid new capital purchases Scheduling preventive maintenance to prevent problems Tracking equipment according to federal guidelines Implementing capital-saving processes such as warranty management, labor management and streamlined purchasing Copyright 2008 Infor. All rights reserved. 4

5 What Are the Trends? The Top Drivers for Improving Maintenance Asset reliability 69% Asset uptime 58% Need to reduce service and maintenance costs 42% % of Survey Respondents Source: AberdeenGroup December 2006 Copyright 2008 Infor. All rights reserved. 5

Performance Analytics Call center Operations & Analysis Budgeting Warehouse management Financial

6 ENERGY INTEGRATION & ALERT MGMT. Capital equipment Infor EAM Footprint Process equipment IT & Telecom Fleet & Transportation Road, Rail & pipelines ALERT MGMT., KPIs, REPORTS Buildings & Facilities Geo-spatial assets Capital projects Assets & Infrastructure Performance Analytics Call center Operations & Analysis Budgeting Warehouse management Financial integration Purchasing Preventive maintenance Safety & regulations Work management Labor and contractor PLANNING & PROCUREMENT ENGINEERING SCADA ESRI ArcGIS MS Project Mobile PDA or Laptop CO2 & FUGITIVE EMISSIONS MGMT. Copyright 2008 Infor. All rights reserved. 6

Multisite Capability Separate functional departments and personalize user interface Share data across organizations or restrict access as necessary Use multi-org security on a single database

7 Multisite Capability Separate functional departments and personalize user interface Share data across organizations or restrict access as necessary Use multi-org security on a single database Maintain different languages and currencies by organization Manage time zone differences Gruppe, Konzern $ Organisation 1 Organisation 2 Organisation 3 Globale Information: Lieferanten, Artikel, etc Copyright 2008 Infor. All rights reserved. 7

work orders Hierarchical set up of equipment with drag and drop structure changes Costs & history can roll up to

10 Equipment Classifiable with unlimited custom fields Manage Assets, Functional Positions, Locations & Systems Equipment can be tracked as an inventory item Permits can be associated to equipment and pass automatically to work orders Hierarchical set up of equipment with drag and drop structure changes Costs & history can roll up to top level Attachments are copied to (and printed on) the WO Copyright 2008 Infor. All rights reserved. 10

capability Cost and WO history Meter usage history Inspection history

11 History History review is done directly from the Equipment functions or through reports Dataspy & Export to MS Excel give powerful reporting capability Cost and WO history Meter usage history Inspection history Calibration history Copyright 2008 Infor. All rights reserved. 11

Energy Efficiency - Sustainability Asset Management

14 Work Order Resource Planning Priorities Suborder-Structure Based on Templates Approval Procedures Activity Types External Ressources Based Corrective Preventive Copyright 2008 Infor. All rights reserved. 14

Includes inspection line items Supports seasonal maintenance Condition Monitoring Add-on

15 Preventive Maintenance Full capability for planned maintenance Calendar based, usage based or combination Up to 2 usage meters per PM schedule Grouping in Work Packages and PM Plans Includes inspection line items Supports seasonal maintenance Condition Monitoring Add-on module provides full calibration capability Copyright 2008 Infor. All rights reserved. 15

Inventory Track by bin and warehouse Search on any part criteria Bar coding available (cycle counts, issues, receipts etc) Min/Max, Reorder levels or On Demand reordering by item Average, Standard,

18 Inventory Track by bin and warehouse Search on any part criteria Bar coding available (cycle counts, issues, receipts etc) Min/Max, Reorder levels or On Demand reordering by item Average, Standard, Last, LIFO & FIFO valuation methods Alerts for low stock via the Home Page or Pick lists for warehouse personnel directly from WO Where-used visibility ABC & EOQ analysis Copyright 2008 Infor. All rights reserved. 18

19 Purchasing Supports Parts, Services & Repairs Integration with ERP systems using XML document transfer Approval limits based on employee Status changes based on user profile Accounting information available in dedicated Tab Alerts can be set up in Start Center or notification PO linked dynamically to Work Order Technical materials or services for WO Approval receipt of parts & services Materials Procurement Financial materials for stock Approval receipt of materials in store RFQ and vendor selection *** Generate and issue PO invoice registration & matching Copyright 2008 Infor. All rights reserved. 19

Reporting (2) Capability of custom tabs Any HTML / JSP type page can be linked

Automated alerts Messenger one way tool Any configurable Action E-Mail Order creation SMS

technicians to perform work Can notify vendors of work requests Email includes URL link

23 Automated alerts Messenger one way tool Any configurable Action Order creation SMS etc Fully configurable Allows automatic notification to customers Allows ability to page technicians to perform work Can notify vendors of work requests includes URL link back to originating transaction Copyright 2008 Infor. All rights reserved. 23

Requestor Limited license that allows Home page Create & view Work Requests Create

26 ERP / ESB / Financial integration EAM ERP Create EAM Requisition Approve EAM Requisition Requisitions EAM Requisition Copy Create Purchase Order Parts Requirements Parts Inventory Maintenance Book Labor Purchase Order Copy Purchase Order Approve Purchase Order Purchasing Accounts Payables General Ledger Receipts Receiving Report Receipts Invoice Copy Invoices Accounts Payables Suppliers Supplier Master Suppliers Cost Codes Cost Codes General Ledger Codes Copyright 2008 Infor. All rights reserved. 26

27 What Are The Major ROI Components And What Results Can Be Expected? Maintenance Supply Chain Reduce Operational Spend by 10%-15% Workforce Management Reduce Maintenance Labour 10%-20% Capital Asset Investment Reduce annual PPE purchases/expense by 5%-10% Asset Productivity Reduce planned and unplanned downtime by 5%-10% Operating Risk Reduce safety claims, compliance fees, and shutdowns by 10%-50% (*Infor and other Sources TOTAL IMPACT: Increase Net Income 3%-5%* Copyright 2008 Infor. All rights reserved. 27

28 Results Kautex Textron Automotive Company Profile Challenge Auto parts manufacturer employees, 51 manufacturing facilities Produces 3,000 parts daily for Ford, Chrysler, Jeep, Mitsubishi When we receive some information that a piece of machinery is performing out-oflimits, we immediately send it to the engineers," van de Bongard says. "They can analyze the latest information versus the trends in the database. If there is a problem, it shows up easily. We can often catch problems before they occur." Lost production impacts customer production schedules Single plant responds to 800 work orders per month Workforce scheduling Solution Infor EAM Enterprise Edition & Reporting Infor EAM Spare Parts Logistics Results Move from reactive to proactive Able to forecast problems using trending and analysis Optimized equipment performance Common view of operation, from plant floor to management Fred van de Bongard Maintenance Coordinator Copyright 2008 Infor. All rights reserved. 28