1. TMA Desktop to WebTMA Advantages of Upgrading
Darren Brown
TMA Systems

2. TMA Desktop to WebTMA Advantages of Upgrading
Features
Modules

3. Advantages of Upgrading
Web-based solution
Field proven
Over 10 years in the field
Stable
Reliable
Subscription Options
SaaS
TMA Hosted
Module-based

4. Advantages of Upgrading
Automated Reporting
Reports
Automated Batch Jobs
New Report Writer and Tools
Customizable MyPage

5. Advantages of Upgrading

6. Advantages of Upgrading
Multiple windows open at once
Report Scheduler with delivery
Notifications & Escalations
Auto-Attendant
Multiple meters on equipment, biomed equipment, vehicles, assets, and entities

7. Advantages of Upgrading
More organizational levels and Work Order assignment options
*Divisions
*Regions
*Districts
Facilities
Buildings
*Floors
Areas
In WebTMA there are three additional levels in the location hierarchy you can utilize. Also, users will be able to create work orders against a facility, building and floor instead of being restricted to just an area.

8. Advantages of Upgrading
Enhanced security control
Multiple repair centers for each user
Filter by Location levels
Divisions
Regions
Districts
Facilities
Buildings
User preferences
User defaults
Window behavior on open - Add, Browse, Last Record

9. Advantages of Upgrading
Work Order
Single-task work order (default)
True multi-task work order
Create work order on:
Facility
Building
Floor
Area
Item – equipment, vehicle, biomed, entity, etc.
Contractor charges
Single-click Close

10. Advantages of Upgrading

11. Advantages of Upgrading
Cost entry from one window
Labor
Materials
Other Charges
Miscellaneous
Close and/or finish work order tasks
Add general comment
Add resolution
MyPage and Action menu direct access

12. Advantages of Upgrading
Materials Management
Reorder Quantity Wizard (Enterprise)
Parent/child warehouses
Copy a warehouse with SKUs
Serialized parts
Standard pricing and markup at SKU level
Multiple addresses for each vendor

13. Advantages of Upgrading
Mobility
Improved synchronization via web service
Wireless download of work orders
Check part availability online
Windows Mobile devices
iPhone, iPod Touch, and iPad
Android phones and tablets
WebTMA GO

14. Advantages of Upgrading
Multiple user license types
Full users
Requesters
Technicians
Contractors

15. Advantages of Upgrading
Batch Jobs
Post charges or Sub ledger (Enterprise)
Post projects
PM generation
Project task generation

16. Advantages of Upgrading
Text management
Customizable forms
Custom defaults for forms
Custom field attributes
Hidden, required, view only
Linked documents
Stored in Database
Available on more windows
Export Browse Queries to Microsoft Excel

17. Advantages of Upgrading
WebTMA Enterprise
Comprehensive Modules
Base
Materials Management
Time Management
Project Management
Contract Management
Report Writer

18. Advantages of Upgrading
WebTMA Enterprise
Additional features not available in Base Module
Advanced Human Resources
Leave Management
Advanced Materials Management
Invoice Matching
Parts Allocation
Advanced Accounting
Rate Schedules
Sub-Ledger with Browser
Advanced Split Billing for Work Order
Multiple Currency Support

19. Advantages of Upgrading
Additional Modules
Service Request
Dashboard
Facility Resource Scheduler
Fleet Management
Room Inspections
UFI – Universal Financial Interface
UPI – Universal Purchasing Interface
General Inspections
Key Management
Custodial Management
Utility Management
Event Management
CAFM

20. Advantages of Upgrading
Additional Modules – Cont.
ECRI Institute
GIS
Fleet Dispatch
Training
WebTMA IT
iServiceDesk
Mobile Room Inspection
Lease Management
Auto-Attendant
WebTMA GO
StarRez Integration
Revit Integration (BIM)
Capital Planning

21. Upgrade Process Contact your sales representative
Schedule data migration
Review data
Test processes
Define pre-launch steps
Review any customs
Interfaces
Reports
Data adjustments
Test new processes
Adjust as needed
Train users
Go Live

22. Advantages of Upgrading
Thank You!
Questions?
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