Infor10 EAM v10.1: What's New?

Infor10 EAM v10.1: What's New?

Introduction Kevin Price, Sr. Product Manager Kevin is a more than 14-year veteran of the asset management business at Infor, serving roles in sales, service, product management, and director of asset solutions for the Public Sector group. Lee Shinn, Development Services Manager Lee Shinn has worked with Infor for 15 years. After working in the manufacturing sector in both maintenance and production management, Lee began with Infor as an implementation consultant, first with MP2, then with EAM. For the last 10 years, Lee has worked with the EAM Development team leading the Business Analyst group.

Infor10 EAM v10.1 Key Themes Infor10 innovation Change the way work is done Complete the application Reimagine the enterprise Speed, agility, lower total cost of ownership Best-in-class EAM Expanding EAM s role and impact Addressing more of your O&M costs Elevating your operating performance Operational, Environmental, Health, Safety, Financial Automation and intelligence Keeping pace with standards Your feedback

Many Fingerprints..

Infor10 EAM v10.1 Innovation Highlights Infor10 Workspace v10.1 In-context Business Intelligence Common look and feel Consumer grade experience Infor10 ION v10.1 ION Connectors ION Event Management ION Workflow ION Pulse Alert Management an add-on CBM, PdM Business process monitoring Risk and Reliability Risk Determination Failure Analysis Platforms GIS v10 Cognos v10 WebLogic v11 GIS ESRI v10 Mobile GIS 40 PIRs Utility bill interface Better graphical scheduling Quick Update screens

Infor10 EAM v10.1 New Consumer Grade User Experience New Features Single sign-on Common look and feel Event driven Contextual information and applications Improving user adoption / system use will improve the results of your maintenance programs.

Infor10 EAM v10.1 In-Context Business Intelligence New Features Out-of-the-box metrics In context of activity At point of decision Extensible Data from one or more systems You need to spend more time completing activities and business processes, and less time looking for answers.

In-Context Business Intelligence Work Orders Average Repair Time Booked vs. Est. Hours WO Total Cost by Cost Type Time Between Failures Failure Cost Average Downtime Energy Consumption Inventory Stockouts Monthly Usage and Costs Inventory Accuracy Substitute Parts Supplier Lead Time

Infor10 EAM v10.1 ION Event Management, EAM Alerts, and Pulse New Features Exception monitoring Multiple systems Rules-based Multi-channel notification Email, Mobile, Pulse Follow information & alerts like social media Asset owners can follow Assets (e.g. Twitter) You need to stay connected to your maintenance programs, compliance, activities, progress, and asset health.

Infor10 EAM v10.1 ION Workflow New Features Event-driven workflow Events and data from EAM and other systems Graphical configuration ION Pulse Mobile You need a better way to manage approvals and workflows to minimize unnecessary delays and costly idle time.

Infor10 EAM v10.1 ION Connect New Features Lightweight / Fat-free Packaged Connectors Infor supported Infor and 3 rd Party apps OAGI standard Cloud enabled Configurable By eliminating custom integrations, you will reduce on-going administration / upgrade costs, and capitalize on innovation.

Infor10 EAM v10.1 Mobile GIS and GIS New Features Mobile GIS (v8.3+) Advanced Mobile meets ESRI GIS-centric EAM experience for the field Non-ESRI geodatabases Finger friendly Pan, zoom, layer visibility control ESRI v10 Better GIS Map Search More ways to select features Field aliases Better use of GIS and EAM by the workforce in the field will boost productivity and performance.

Infor10 EAM v10.1 Lee Shinn, Development Services Manager, Infor

Reliability Planning and Analysis

Why Reliability Planning and Analysis? Formalize the process to determine equipment risk We have a criticality code,... But there is no consistent approach to determine this Added new Reliability Ranking Index and Added new Reliability Ranking Decision tree Support engineers in determining reliability and making better decisions Improve the ease of accessing numbers Improve the speed of accessing numbers Improve the type of numbers provided

Reliability Ranking Create Reliability Ranking Code / Description Create Decision Tree Create Answers to Each Question Each answer is associated to a numerical value Create Formulas on non-question levels Normalize the Scores of Each Level Create Ranks for a Range of Scores Answer the Questions per Equipment using the Reliability Survey tab Answer the Questions in Batch using the Batch Update Reliability Ranking Values screen

Reliability Ranking

Equipment and Work Order New fields display the Reliability Ranking details New section on Equipment screens Equipment values displayed on WO screen and Searchable on the List View

Reliability Calculations Reliability Calculation records are created for: The asset of the work order the functional position of this asset The functional position of the work order and the asset installed there if the tag option is installed Each work order that is completed and that has a primary closing code entered

Reliability Calculations Numbers calculated Sequence number of event / failure Days since previous event / commission date MTBF (average days between events) Minimum days between events, Maximum days between events, Standard Deviation Last Slope (Linear regression through last two events) Average Slope (Linear regression) Laplace time series analysis Weibull probability distribution Shape parameter or Beta Scale parameter or Eta Correlation

Reliability Calculations

Asset Sustainability Enhancements

Utility Bill Enhancements Added UDFs to: Invoice Vouchers screen Utility Bill tab of Invoice Vouchers Added support for Utility Bill tab of Invoice Vouchers to Databridge

Retrieving Actual Temperature Data Regions Screen Specify Online Source for Temperature Data NCDC - The National Climatic Data Center (the climate data steward of the National Oceanic and Atmospheric Administration (NOAA)) WWO - World Weather Online (subscription required) Actual Temperatures Tab new link GETWEATHER Background Job

Tracking Greenhouse Gases Emitted by Fuel Features of Asset Sustainability Fuels Screen one new field Emissions Commodity Provides the ability to track Greenhouse gas emitted by a fuel from the fuels screen. Commodities can be associated with a fuel, and the commodity can be of Scope-1, Scope-2 or Scope-3 emissions. These commodities can be initialized from the Commodities screen in the Parts menu.

WO Daily Scheduling

WO Daily Scheduling Parameters tab New Include Children checkbox If equipment is specified in the Equipment parameter field the system will also include asset, system, position, and location children of the specified equipment If Equipment parameter field is NULL then no children will automatically be included in the session

WO Daily Scheduling - Usability Improvements New calendar grid header now shows Year, Month, & Date Selecting WO activity 10512-4 in upper grid selects (bold border) dates for which it is scheduled Grid cells now show remaining available hours for employee & date

WO Daily Scheduling - Usability Improvements Cursor hover text showing hours to be scheduled displays while dragging WO activity(s)

WO Daily Scheduling - Usability Improvements Calendar cell hover text now displays day of week & date

New Quick Screens

WO Update screen New editable, update only, list screen that allows WOs to be updated in batch mode Displays WOs where Status = Work Request or Released

WO Update screen

PO Update screen New editable, update only, list screen that allows POs to be updated in batch mode Displays POs where Status = Unfinished or Awaiting Approval

PO Update screen

PO Book Labor screen New screen to book Services Hours Purchase Order based Multiple service lines may be retrieved at one time Separate screen from WO

PO Book Labor screen

Product Improvement Requests

Taxes on Services Tax Code field has been added to the following screens: Rates tab of Supplier Supplier Rates tab of Trade Services tab of PO Sub-total fields for Parts and Services have been added to the PO header Sub-total field for Services has been added to the Services tab of PO A new tab on the Stores screen to list Tax/Commodity Code combinations

Revision Control Approval Added ability to the Revision Control Approval screen to multi-select records to Approve or Reject

PM Schedule & Standard WO Activities Average Booked Hours

History and Cached Screens Dropdown

Grid Controls and Operators

Work PIRs Template Documents Added option to allow template documents for WOs Available on Documents associated to Equipment

Administration - Options for Organization New tab on Organization screen called Options Similar to installation parameters in purpose Ability to define system behavior at the organization level ROUTEEOB & MEROUTWO have been moved

Administration - Export / Import Configurations Export Configuration Screen The File Extension created by this screen has been changed from.config to.eamconf to resolve conflicts with other applications Added Export Alerts tab Added Export User Defined Grids tab Added Export Web Service Prompts tab Import Configuration Screen Support added for importing Alerts, User Defined Grids and Web Service Prompts

Administration - Export / Import Configurations

Administration PIRs User Defined Fields Stock tab of Parts screen Stores tab of Parts screen Transactions tab of Parts screen Suppliers tab of Parts screen Issue/Return Parts screen Quick Store to Store Transfer screen Active Lines tab of PO Receipts screen Processed Lines tab of PO Receipts screen Parts tab of Supplier Return screen Parts tab of Physical Inventory screen Transactions tab of Requisitions screen Transactions tab of Store screen Transactions tab of Purchase Order screen Transactions tab of Fuels screen Transactions tab of Depot screen Invoice Vouchers screen Utility Bills tab of Invoice Vouchers PM Schedules (WO UDF s) Activities tab of Standard WO Activities tab of PM Schedules Service Requests screen (WO UDF s) Customer Service Requests screen (WO UDF s) Fuel Issues screen

Purchase Contracts Purchasing Contracts have been modified to allow a multitiered contract setup for a supplier System searches from specific to general Specific Store Contract Regional Contract: Contract exists for Parent Store of the selected PO store Global Contract: Contract with Store = null for a selected supplier System performs separate searches for applicable contracts when searching for: Order Discounts Part Pricing and Part Discounts Even when on one PO, parts may have different applicable contracts

Work PIRs- Scheduling Session Changes Schedule Session Locking The Scheduling Session locking mechanism has been modified to allow the following detail information to be added to work orders locked by a scheduling session. This includes MS Project, Daily Scheduling and Load Balancing sessions. Issuing and Returning Parts Comments and Documents Additional Costs Booked Labor and Booked Vendor Hours Calibrations and Inspections Meter Readings Monitored Data Tool Usage

Work PIRs Added an Employee field as a parameter to the Availability Exceptions popup on the Employee screen. The Production Priority field on the Production Request screen has been made an optional field. Review/Approve Work Requests - Added Equipment Description to the List View Updated the layout of the Calibration tab of the Work Order screen to show more rows in the grid Added the ability to record meter readings on the fuel issue screen for mileage tracking Added the ability to record WO# when entering meter readings

Work PIRs Generate WO Allow PM WO to be regenerated if Cancelled as defined by CANCSTAT install parameter Scheduling for WO Daily Scheduling - Activity Note and Task Description to WO activity grid Activities for PM Schedules & Activities for Standard WO Add Activity Note field

Purchasing PIRs PO Revision History screen Added Revision Reason field Purchase Order screen Added optional Revision Reason Added confirmation questions when changing Status When new Revision of PO is created, ask user if lines should be set to Unfinished When PO is canceled, ask user if lines should be Canceled

Base PIRs Support added for Microsoft Project 2010 Support added for Cognos v10 Support added for: Apache 2.2.17 RHEL6.0 Oracle 11.2.0.2 (also delivered in 8.5patch) Support added for 2010 2 nd Release of VMRS 2000 Version 1.05 Support IE9 (v8.5 patch planned) Support added for the latest Infor10 Workspace requirements Improved the performance of the Export to Excel feature for large data sets Menus New install parameter, OPENMENU, will control whether you open the main menu by hovering or clicking

Administration Update Field The Update Field option has been added to the following screens: Users Setup Employees Tasks

Administration PIRs Start Center KPIs - Auto Refresh option added Added Hyperlink functionality to the User Defined Grids Fields for Web Service Prompts - Add Time as field Type Added checkbox options to the User screen: prevent users from changing each other s comments prevent changing their own comments. Added collapsible section headers: Stock tab of Parts Issue/Return Parts Quick Store-to-Store Transfer Active Lines of PO Receipts Parts of Supplier Return

Top 10 Reasons to Upgrade to Infor EAM V10.1 1. Improve user adoption and system use 2. Spend more time completing processes, less time searching for answers 3. Reduce maintenance costs and failures while meeting more challenging operation and regulatory requirements 4. Address critical equipment availability 5. No more surprises, stay connected 6. More efficient workflows will help you minimize delays and costly idle time 7. Eliminate costly custom integrations that restrict innovation 8. Boost field workforce performance through Mobile GIS 9. Perform the right activities at the right time, every time 10. Perform utility bill audits more efficiently, accurately and timely

Questions and Next Steps Attend upcoming webinars. Alert management/sustainability: Go beyond traditional asset and maintenance management March 7 at 2:00PM ET Infor10 EAM Demo Manage your assets and boost reliability March 14 at 2:00PM ET For all Infor events, visit www.infor.com/company/events You ll receive a follow-up email after this webinar with a link to the presentation deck and recording. For more information, contact your account owner or: Kevin Price Kevin.price@infor.com 864-422-5489 Join us in Denver, Colorado April 22 25, 2012 for the Must Attend Event for Infor customers! www.inforum2012.com