Brian Watson Presenting ... Mistiwell (PTY) LTD t/a FMMS ONE BASIC QUESTION How can a software assist with SHEQ as is? CUSTOMER RELATIONSHIP MANAGEMENT • • • • • • • Centrally locate your clients and potential clients; Understand the clients requirements, problems, constraints and remedies; Link all related document to each client; Link projects and work orders to each client; Link calls, tasks and materials to clients; Link failures, causes and corrective actions; Link rules and regulations; Modules and their functionality? Main Module C.R.M (Customer Relationship Management) Sub Modules Company Details • Stores large amounts of information about any company; • Unlimited site linkage; • Roll up of: • Call reports; • Work orders; • Projects; • Operational costs; • EUL (estimated useful lifecycle); • Placements; • Assets, instruments, fixtures and fittings; • Geographical locations and GPRS; • CAD Coordinates; • Linked documentation; • Roll up costs for projects, maintenance, assets, EUL, PV and FV; Site Details • • • • Contacts/Staff Members • Capture staff details per site; • Emails contacts directly from the system; • Link all training to each staff member; Has all the same functionality as per the company details; Unlimited staff linkage; Capture buildings on site; SLA and contract manager; COMPUTERISED MAINTENANCE MANAGEMENT SYSTEM • • • • • • • • • • • • Manage scheduled and unscheduled work with maximum accuracy; Priorities work correctly; Mandatory entry management; Trigger management – approvals, informing, warning etc. Correct service type management; Proper status overview (in-progress, overdue, completed, cancelled, on-hold); Schedule site work with all related material, documents, tasks, special instructions and the like thereof; Link all work orders to each client individually; Capture work performed, times, failures, causes, corrective actions and future planning; Quick and effective reporting in seconds; Improve efficiency, accuracy and business operations; Work loads are well configured and this alone improves on time management. Modules and their functionality? Main Module CMMS (Computerised Maintenance Management Software) Sub Modules Work Orders • Manages scheduled and unscheduled work orders in grave detail; • Allows for production work order management; • Develop work orders from 21 different registers. This is very useful as it allows work orders to be developed from a very high level to the lowest level. These register are: • Company, site, building, area, location, asset, asset group, products, projects, ad-hoc services, contracts; stock items; instruments, utility grids, fixtures, tenants, building units, district, suburb, extension, and stand; • Maintenance on Asset Groups allows unlimited maintainable items (MSI) to be attached and can be linked to one work order instead of having a work order per MSI; • Manage work orders by Priority Category, Priority, Maintenance Type and Service Type; • Enter unlimited tasks, activities, resources to activities, special instructions, materials required/used, additional expenses and linked documents; • Print or email work orders in several different file formats; • Enter failures, causes and corrective actions; • Enter downtime experienced and associate to production; Services and Scheduling • Add services and link, task, special instructions, material and documents. Enter maintenance defaults and schedule. Modules and their functionality? Main Module Sub Modules HRM Employee Management • Can contain vast amounts of information about the employee; • Manage leave, policies, performance, hearings, efficiencies, cost-to-company and charge-out-costs; • Manage all training; • Enter employees CV or attach; • Manage placements; • Manage SLA’s and contracts; • Manage allocated assets; • Manage functional requirements of OPERATION SMART and alter profiles and menus accordingly. For example; each user can have their own menu structure and altered screen views based on profiling; • Profession search and management; Vendors Vendor Company and Sites • Contains most of what is in the CRM with a few additional features; • Service evaluation; • Quotes and orders; • Actions taken; • Compliance management; • SLA management; • Product and Service Entries; • Unlimited sites per company and unlimited staff per site; (Human Resource Management) Modules and their functionality? Main Module Document Management Sub Modules Document Template • Linked all your templates to the document template register. Document Types and Categories • Enter document types and categories to assist in filing documents in a well structured manner. Document Registration • Register documents in the system linked to projects, work orders, clients, vendors, staff, equipment/assets, instrumentation and the like thereof. Auto Document Creation • On registration and when selecting an associated template, the system can auto create and file a new document on your behalf and auto link to the required register. Document Revision • Revise documents as they are alerted. The older revised document will be moved to a Revision folder while the latest revision will remain. A list of all revisions will be kept on record however, the company can decided on then to start deleting old revisions automatically. Document Work Flow • For document reviewing, redlining, editing, approving etc, Document Confidentiality • Mark document as confidential either to the creator or a group of users. Document Movement • Move documents off site and block other users from opening it. When returning it, it will auto revise. Modules and their functionality? Main Module Projects Sub Modules Work Orders • Manages scheduled and unscheduled work orders in grave detail per project or unlimited work orders per project; Planning • Plan comprehensive projects and/or a multiple amount of projects. Costing and Risk • Budget expenses, monitor costs and execute risk assessments Material Management • Manage materials SLA’s & Contracts • Manage SLA’s and contracts Variations • Enter variations and outcome Snagging • Snag project and outcome Training • Record all training and outcome Failure • Full failure analysis Document Association • Manage all document/transactions related to project Document Batch • Create batch documents for each project based on saved templates. Modules and their functionality? Main Module Asset Management Sub Modules Asset Registration • Register an unlimited amount of assets; • Can add serial number, Barcode, Linked Numbers, Groups, Types, Manufacturer, Date Purchase, Purchase Price, EUL, location, GPRS, responsible parties, end-users and a lot more… • Depreciation and book value; • Current value and estimated replacement value; • Four hierarchies available to best display the assets location; • Maintain, replace, replace if maintenance costs > book value, out of service and reasons, In service but not maintaining; • Cost to maintain roll up; • CAD positioning; • Warranty end date; • Fixed asset or moveable asset; • Issue cost-to-company and issue charge-out-rate; • Scheduled and Reading maintenance (vehicles etc.); Advanced Entries • costing, efficiency, maintenance costs, operational costs, downtime, quantity of breakdowns and services performed, availability, EUL values, estimated replacement year, estimated replacement value, PV, write-off and more… Modules and their functionality? Main Module Asset Management Sub Modules Asset Value Register • Similar to the Advanced Entries but less comprehensive; • Enter or auto populate the depreciation either individually or by mass selection; Asset Movement Manager • Updates the asset register and the hierarchy when executing an asset movement; • Allows for quick condition monitoring (before and after); • Can be associated to work orders and projects; • Electronic approval; Set Defaults for Maintenance • Enter the defaults per asset that you would potentially like auto populated when creating a new work order; Specification Entries • Enter an unlimited list of asset specifications; • Enter default answer to the specification in question; Preferred Vendors • Enter an unlimited list of preferred vendors per asset; • Enter the preferred level, last price, last price at a specific quantity and date last order placed; Document Paperclip • Exists in all major registers (+/- 70) to enable the user to attach documents to a specific entry. This can be manuals, images, transactions etc. Linked Documents • Similar to the paperclip except it is selected from the Document Register that has the ability to perform revision (version) control; Modules and their functionality? Main Module Asset Management Sub Modules Clients Linked to Assets • If clients are in possession of your assets, you can enter the assets under each client; • Assists when performing call logs for external service requests; Employees Linked to Assets • Even though within the asset register the end user can be entered. This is a second option that allows multi-entries for historical purposes. The last end user entered will be automatically entered into the asset register; Auto File Link Register • A new feature recently added to quickly attached documents under a defined folder. By the click of a button the documents under defined folders will be list and thereafter can be attached to an asset or many other register; • Similar to the Document Paperclip; Asset Cross Reference • Parent to child relationship development; Instrument Cross Reference • Linking instruments that work with specific assets; Fixture Cross Reference • Linking fixtures and fittings to assets; Spares Cross Reference • Linking spares that work with specific assets; OUR NEW GOAL • Develop a centralised CMMS and SHEQ application (web-enabled or cloud based) with a split database for each company; • This will consist of the general requirements that can be found in a CMMS, Project, CRM and Document Management system as a minimum requirement; • Develop a joint module specific to SHEQ standards to assist consultants to remain within the standards required by the Government for competency; • On application hosted centrally for an unlimited amount of users; • All data is confidential and no other company can see another companies information TO MAKE IT AFFORDABLE…we propose… • No one pays to join the site and enter their company as a potential user; • Users only pay per click per page/task at a rate that will be affordable for all; • All we want to do is cover our costs and make minimal profit for growth; …QUESTIONS… For more information please contact: Brian Watson Cell: 0844331903 Email: brian@fmms.co.za