Structured and Staged process for migrating to eQuip! Asset Management tool
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Transcript of Structured and Staged process for migrating to eQuip! Asset Management tool
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Customer On Boarding
Process for the eQuip! to Enterprise Asset
Management Software E-ISG Asset Intelligence (www.e-isg.com)
October, 2016
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What Is Customer On Boarding
Work wi th new customers of the eQuip! asset management software to set up the structure for their asset data and import legacy data , so the customers can start us ing the standard workflows and too ls bui l t in the eQuip! software to manage physica l assets
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The Customer On Boarding Process with E-ISG
Structured, staged approach
Guided by E- ISG Customer Support
On average 4-6 weeks, longer for larger pro jects
Beginning, middle, and end point customer surveys to a l ign expectat ion and address any issues
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Structured, Staged Approach
1 . P ro v i s i o n/Da t a s e t u p
2 . I m p o r t l e ga cy da t a
3 . Ba s i c w o r k fl o ws / t o o l s
4 . Adm i n f u n c t i o ns
5 . Cu s t o m i ze re po r t s / t e mp l a te s
6 . Re v i e w /C o m p l e t e/G o L i ve
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Set Up Structure for Asset Data
W h e re : H i e r a rch i ca l s t r u c t u re t o i d en t i fy u n i qu e l o ca t i o n
W h a t : C a te go r i ca l s t r u c t u re t o c l a s s i fy a s s e t
W h o : L i n k Pe o p l e t o G e o g r a ph i c l o ca t i o n s
I m po r t Tem p l a t e f o r i m po r t i n g l eg ac y d a t a an d ba t ch i m po r t
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Activate Workflows/Tools to Support 6 Business processesProcesses Descriptions 1. Record This process covers the activity of verifying, recording and reporting
receipt of assets (equipment, supplies and material). We do not record defective assets that do not pass verification.
1. Use This process covers the activity of transferring and reserving assets, combining different assets into kits, assigning assets to people, and building components into assembled products.
1. Maintain This process covers the activity of repairing, calibration, preventative maintenance, or Return Material Authorization (RMA).
1. Audit The process covers the activity of verifying the location and exact count of the assets.
1. Report This process covers the generation of reports about the management of assets to support the 10 outcomes.
1. Dispose This process covers the disposition and retirement of assets at the end of asset life.
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Configurations – Based on Written Document from Customer
Workflow ru les
Reports
KPIs
Data feeds f rom other systems (e.g. procurement, auto discovery tools , ERP)
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What E-ISG Needs from our Customers
Agree on a c lear scope in the beginning
Provide prompt answers on data st ructure, business processes and requests for documentat ion
Attend user t ra in ing and admin t ra in ing in a t imely manner
Respond to customer surveys in a t imely manner
Support test ing/val idat ion before Go L ive
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What E-ISG is Committed to
Provide guidance on best pract ices
Del iver the agreed outcome on t ime
Manage the pro ject wi th in scope
Suggest external resources for help, such as inventory audi t , bus iness process design, compl iance support tax and audi t preparat ion