1. Improving Plant Operations with QAD Enterprise Asset Management
Additional Title Text
Improving Plant Operations with QAD Enterprise Asset Management
Nancy Majure – EAM Global Business Practice Manager, QAD

2. Improving Plant Operations with QAD EAM
Safe Harbor Statement
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.

3. Content Current Release Planned Roadmap Potential Roadmap
Improving Plant Operations with QAD EAM
Content
Current Release
Planned Roadmap
Potential Roadmap
Customer Advisory Board (CAB)
Joint development (JD)
Breakout session
Roadmap
CAB JD

4. Current Release Update
Improving Plant Operations with QAD EAM
Current Release Update

5. EAM New Features Projects Inventory Purchasing Maintenance
Improving Plant Operations with QAD EAM
EAM New Features
Projects
Project spending allocation
Fixed asset integration
Inventory
Purchasing
Maintenance
Business intelligence
Revision history

6. Projects: Spending Allocation
Improving Plant Operations with QAD EAM
Projects: Spending Allocation
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

7. Projects: Fixed Asset Integration
Improving Plant Operations with QAD EAM
Projects: Fixed Asset Integration
Business requirements:
Create an asset from a project/job
Provide visibility into capitalized and un-capitalized amounts
New fields
Fixed asset ID
FA’s class and location
Service date

8. Projects: Fixed Asset Integration
Improving Plant Operations with QAD EAM
Projects: Fixed Asset Integration
Business requirements
Create assets from a job
Only costs associated with job are capitalized
Ability to capitalize trailing costs

9. Inventory: Integration with SCP
Improving Plant Operations with QAD EAM
Inventory: Integration with SCP
Requests for quote
Out to SCP – solicit bids
In from SCP to EAM – import responses
In EAM
Analyze bids
Award

10. Blanket Purchase Orders
Improving Plant Operations with QAD EAM
Blanket Purchase Orders
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

11. Defined Vendor Currency Controls
Improving Plant Operations with QAD EAM
Defined Vendor Currency Controls
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.

12. Work Order Integration with PSW
Improving Plant Operations with QAD EAM
Work Order Integration with PSW
Business requirements
Expose EAM maintenance schedule to production
First step towards integrated maintenance / production scheduling

13. BI: Maintenance KPI’s PM compliance Maintenance backlog
Improving Plant Operations with QAD EAM
BI: Maintenance KPI’s
PM compliance
PM vs CM work order
Planned vs unplanned work order
Planned vs unplanned labor
Current PM vs CM work order backlog
YTD work order statistics
Maintenance backlog
Work order
Labor
Work order average days open
Work order current statistics

14. BI: Maintenance KPI’s Maintenance work orders
Improving Plant Operations with QAD EAM
BI: 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 departments
Priority work orders
Work order backlog
Labor backlog
Work order backlog average days open

15. BI: Maintenance KPI’s Maintenance cost Equipment availability
Improving Plant Operations with QAD EAM
BI: Maintenance KPI’s
Maintenance cost
Top equipment cost
Equipment availability
Top equipment by MTBF
Top reasons downtime
YTD downtime statistics

16. System Wide: Revision Control
Improving Plant Operations with QAD EAM
System Wide: Revision Control
Business requirements
Record all record changes
Date/time stamp
User ID
Table / field
Previous value
New value
Support regulatory requirements

17. Improving Plant Operations with QAD EAM
Future Roadmap

18. Future Capabilities Project approval by margin
Improving Plant Operations with QAD EAM
Future Capabilities
Project approval by margin
PM Routes for calibration maintenance
Uplift from v11:
Consignment inventory
Production driven maintenance
Print work order attachments
Create requisition from inventory
Purchase order vendor revisions

19. Future Capabilities Margin approval Customer funded projects
Improving Plant Operations with QAD EAM
Future Capabilities
Margin approval
Customer 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

20. Future Capabilities PM routes
Improving Plant Operations with QAD EAM
Future Capabilities
PM routes
Ability 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

21. Future Potential Functionality
Improving Plant Operations with QAD EAM
Future Potential Functionality

22. EAM Potential Functionality
Improving Plant Operations with QAD EAM
EAM Potential Functionality
Product readiness
Automated test scripts
Database diagram
Others…
Transformational items:
Inventory master
Serialized “rotable” inventory
Improvements to existing areas
Stock replenishment
Reports

23. EAM Potential Functionality
Improving Plant Operations with QAD EAM
EAM Potential Functionality
Mobility
Inventory management
Work order management
Requisition approvals
Analytics
Inventory KPIs
Purchasing KPIs
Project 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

24. EAM Potential Functionality
Improving Plant Operations with QAD EAM
EAM Potential Functionality
Maintenance
Graphical work order scheduling
Root cause analysis
Transfer equipment between sites
Inventory
Updating inventory price schedules
Purchasing
Commodity based purchasing
Projects
Engineer to order
Standard costing
Automated COGS
Other
Reopen accounting period

25. EAM Customer Advisory Board
Improving Plant Operations with QAD EAM
EAM Customer Advisory Board

26. Customer Advisory Board (CAB)
Improving Plant Operations with QAD EAM
Customer Advisory Board (CAB)
Role of the CAB
Help set R&D priorities
Provide input into new features
Get access to new features
Time investment
Quarterly conference calls
Follow-up survey
Periodic 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

27. EAM Joint Development Team
Improving Plant Operations with QAD EAM
EAM Joint Development Team

28. EAM Joint Development Purpose How does it work
Improving Plant Operations with QAD EAM
EAM Joint Development
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

29. EAM Joint Development Elements of JD Costs split with QAD
Improving Plant Operations with QAD EAM
EAM Joint Development
Elements of JD
Costs split with QAD
The “more the merrier”!
Input to design
Advanced access to functionality

30. EAM Joint Development Examples of potential JD projects
Improving Plant Operations with QAD EAM
EAM Joint Development
Examples of potential JD projects
WO close screen
Graphical WO scheduler
Calibration module
Breakout session on EAM joint development
Included with CAB
First JD web workshop
Thursday, April 25, 1:00 P.M. US Eastern

31. EAM Functionality, CAB, and JD Breakout Session
Improving Plant Operations with QAD EAM
EAM Functionality, CAB, and JD Breakout Session

32. Break-Out Session First CAB meeting Joint development Product road map
Improving Plant Operations with QAD EAM
Break-Out Session
First CAB meeting
Product road map
Priorities
Targeted areas of interest
Joint development
Potential projects

33. Improving Plant Operations with QAD EAM
Summary

34. Summary Current release Potential roadmap Customer advisory board
Improving Plant Operations with QAD EAM
Summary
Current release
Tactical business requirements
Significant enhancements
Potential roadmap
Functionality
Direction
Customer advisory board
EAM joint development

35. Next Steps While at Explore
Improving Plant Operations with QAD EAM
Next Steps While at Explore
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 with
Nancy Majure
Other EAM Customers

36. Questions & Answers Presenter Name: Nancy Majure, nnm@qad.com
Improving Plant Operations with QAD EAM
Questions & Answers
Presenter Name: Nancy Majure,

37.
©QAD Inc. 2013