Workshop INFOR EAM 14th Maintenance Management Conference Dubai, Dec 18/2008

Copyright © 2008 Infor. All rights reserved. www.infor.com.

Maintenance Management Systems For Today And Tomorrow

Cédric Beltrame, PSO, Datastream ArabiaTahar Klabi, EAM Consultantwww.datastreamarabia.com

With the courtesy of “INFOR EAM Centre of Excellence”Jean Benoit Nonque, Bas Beemsterboer www.infor.com

Thursday Dec,18th. 8h30-12h30

2 Copyright © 2008 Infor. All rights reserved. www.infor.com.

Agenda : part 1 presentation, part 2 workshop


In a glance…

Infor EAM manages… The biggest property development

program in the world 30B$

The longest machine in the world: 27kms and 0.5Mpieces of equipment

The largest private rail vehicles fleet in Europe 5,000 vehicles

The biggest Hospital in Europe 10,000 beds

The biggest African company with 5,000 daily users

The largest desalinated water production company in the world

SWCC


Enterprise Asset Management

Business Challenges


Asset Management Challenges

Improve asset performance to reduce downtime

Extend asset life to avoid new capital purchases

Schedule preventive maintenance to prevent problems

Track equipment according to regulatory guidelines

Implement capital-saving processes such as warranty management and streamlined purchasing


Key PerformanceIndicators

Enterprise Asset Solution - Who is it for ?

PlantfloorEAM Solution

Who is the customer in this case?

The Asset Manager and Maintenance DepartmentOperations, Inspections and Maintenance

Interface to DCS/Scada

Interface to ERP

Finance and AdministrationAll ManagersE-mail

Notification All Users, Employees

EnterprisePortals

Anyone!

Who is the customer in this case?Who is the customer in this case?Who is the customer in this case?Who is the customer in this case?Who is the customer in this case?

Thanks to the technology available to you potentiallyanyone within and without the organization could

be a user or beneficial of strategic information


From Maintenance to Performance

Asset Performance Management can change past perceptions by changing bottom-line performance.


What are the main drivers for EAM ?

Capital-intensive industries Process – Energy - Transportation

Regulatory constraints Pharma and Food (FDA) Chemicals (Seveso – EU regulations)

Priority to production and operations Companies where asset availability is linked to the market share or the business

growth Customer service

Services companies having SLA constraints Local collectivities

High risks on the assets Security – Telecoms - Airports

Companies managing assets for their clients Equipment manufacturers Field services (Asset CRM)

Mobility and geo-localization ! Services companies – field services Companies managing largely spread assets and teams



Key Players


Gartner EAM MQ for 2007/2008


EAM Market Size

While there are over 200 suppliers of EAM worldwide, the market remains quite concentrated with the top ten companies controlling about two thirds of the total

The top ten EAM/CMMS suppliers include world-class EAM solution providers: MRO Software, SAP, Mincom, IFS, Infor, Indus, Oracle, Lawson, Invensys

and Maximus. The intense M&A activity has finally decided the classic battle for

market dominance between ERP application suites and best-of-breed EAM suppliers ERP suppliers have become the dominant force in the EAM market and will

significantly influence future strategies

The market for software and services in EAM/CMMS will top $1.5 billion in 2006 and grow to over $2.0 billion in 2011

The market for software and services in EAM/CMMS will top $1.5 billion in 2006 and grow to over $2.0 billion in 2011


Solutions




The Solution

Advanced asset and operations management tool

Fully Web-architected solution for access anytime, anywhere

Service Oriented Architecture (SOA)

Web ServicesModular designHosting Industry-specific featuresRapid implementation

“EAM is

an architectural

tour-de-force.”

Pierre Mitchell & Marc McCluskeyAMR Research


Infor EAMEnterprise Edition

Enterprise

$250M>

Infor EAMBusiness Edition

Multi-Site

$20M > $250M

Big Picture: Product Strategy

Infor EAMMP2

Single Plant

<$20M

Business drivers

Asset Utilization Equipment Performance, Equipment

Availability, Product Quality Cost Control

Labor, Material, Tools Resource Allocation

Skills, Inventory Management, Procurement

Compliance Environmental, Safety, Health

Infor EAM Footprint

Geo-spatialassets

Buildings & Facilities

Capital equipment

Process equipment

IT & Telecom

Fleet & Transportation

Road, Rail & pipelines

Assets & Infrastructure PerformanceAnalytics

Budgeting

Financialintegration

Call center

Capital projects

Warehousemanagement

PurchasingPreventive

maintenanceSales &

invoicingWork

managementLabor and contractor

Operations & Analysis

MRO supply chain

SCADAMobile PDAor Laptop

ERP / ESBMS Project®ESRI ArcGIS®

Multi-everything

Separate functional departments and personalize user interface

Share data across organizations or restrict access as necessary

Use multi-org security on a single database

Maintain different languages and currencies by organization

Manage time zone differences


Flexible and powerful

Inbox and KPIs Multi-organization Document attachments E-mail notification Export to Excel On-line or Off-line Use Web-architected Zero-footprint Unlimited custom fields Screen designer Ad hoc reporting ASP Hosting

Asset operations management Work orders Preventive maintenance Projects Materials management Compliancy Xml integration to ERP’sPurchasing Warranty Management Linear Assets GIS Integration Reporting Mobile Solutions

Largest installed base of a solution in its classListed in the Leaders Quadrant in the Gartner Magic Quadrant for Asset-Intensive Business ApplicationsWide market acceptance

Automated alerts

Messenger – one way tool Sends e-mail/page based on

status changes Fully configurable Allows automatic notification to

customers Allows ability to page technicians

to perform work Can notify vendors of work

requests Email includes URL link back to

originating transaction

Reporting (1)

Cognos Report engine includes graphs

Output as PDF HTML, XLS, TXT and Email

Report builder allows to modify existing reports and create new ones

Reporting (2)

Capability of custom tabs

Any HTML / JSP type page can be linked to existing functions

Reporting (3)

GIS integration

Requestor

Limited license that allows Home page Create & view Work

Requests Create & view Purchase

Requests

Web services (1)

External apps can call Infor EAM com-ponents

Web services (2)

Interaction with external workflow systems

Web services support WSDL and BPEL

Upload utility

Upload utility speeds up implementation

Uploads from Excel worksheets

Error handling included


Infor EAM Mobile Solutions and Data Collection

Communication between the server and handheld products

Remote access to critical data and work processes

Timely and accurate data collectionField-based work orders Inspection points to examine equipment,

processes, and plants

ERP / ESB / Financial integration

Create EAMRequisition

Approve EAMRequisition

CreatePurchase Order

ApprovePurchase Order

Purchase Order

ReceiptsReceiving Report

AccountsPayables

Invoices

EAM RequisitionCopy

Purchase OrderCopy

Receipts

InvoiceCopy

Requisitions

EAM ERP

· Parts Requirements· Parts Inventory· Maintenance· Book Labor

· Purchasing· Accounts Payables· General Ledger

SuppliersSuppliers Supplier Master

General Ledger Codes

Cost Codes Cost Codes


Internet XML Integration


Who is Infor EAM Business Edition for?

Companies looking for a quick and Easy EAM Solution New customers with 1 - 3 sites

10 users per site

Companies requiring a web-architected product

Needing more functionality than MP2

Path to grow to an Enterprise Application


What Language will be available

English French German Dutch Spanish Portuguese Italian Chinese Japanese


Infor EAM Business Edition: Improving Operating Efficiency

Improve uptime Extend asset life Accelerate repairs Eliminate inventory waste Enable economies of scale Maximize warranty recovery Enable best practices Improve decisions with better visibility Reduce energy costs and emissions

WorkManagement

PreventativeMaintenance

PurchasingLabor Management

Mobile ConditionMonitoring

Benefits

50% reduction in downtime 20-30% savings through

streamlined purchasing Improved availability for additional

1.5M£ annually Reduce downtime from 12% to

3% 6-20% reduction in energy

consumption

Typical Results

MaterialManagement

PerformanceAnalytics

Asset Sustainability

CEAT


Moulin de la Marche

Challenge Increased time reaction Limited visibility into factory floor performance Understanding and reducing $1M parts Low adoption rate of existing maintenance system Opportunity to improve decision making and productivity

Solution Infor EAM Business Edition Work management, preventative maintenance Asset performance reporting and KPI’s Integration to ERP Path to a group strategy

Results (Planned) Expect 20% reduction in stock Expand maintenance practices to operation Increased use and productivity due to ease of use Better decision making through improved visibility & reporting

Quick Facts:

Part of a large group “Intermarché”

Food Industry leader

240 employees, 2 sites

Existing MP2 Customer


Who is Infor EAM Enterprise Edition for?

Companies who wants to implement their owns rules and best practices

Large groups or specific requirements Up to 10 000 users

Companies requiring a web-architected product, multi org and multi language capabilities

Needing specific functionalities Have their own project team


Infor EAM: Safety and Compliance

WorkManagement

MaterialManagement


Labor Management

Mobile

Meet fugitive emission regulations Comply with 21CFR Part 11 Enforce safety procedures Meet reporting requirements

E.g. FAA, GRI, GAAP, OSHA, etc. Ensure service agreements Support security regulations Calibrate to ensure quality

Benefits Achieve full compliance

OHSAS safety certification

Avoid penalties and fines

Efficiency gains

Typical Results


ERP Financials Asset Sustainability


Infor EAM Oil & Gas References


Infor EAM: Improve Transportation Operations

WorkManagement

MaterialManagement


Labor Management

Mobile

Optimize fleet performance Reduce capital outlays Maximize warranty recovery Achieve economies of scale Gain operation-wide visibility Improve workforce productivity Increase energy efficiency Reduce emissions

Benefits $1M gain annually in warranty

recover

Reduce inventory costs through single virtual garage

$1-2M annual savings

Typical Results



ConditionMonitoring



Pepsi Frito-Lay

Challenge Geographically dispersed operation and asset infrastructure Mechanics have limited access to systems from the field Unique business requirements High cost to administer and maintain IBM Maximo solution Migration from legacy maintenance solution

Solution Infor EAM Enterprise Edition, Fleet, Mobile Work management, inventory, warranty management Meters, inspections, VMRS codes Integration to financial system Partially “self-implemented”

Results Pilot implementation completed Broader roll-out planned Expect $1M-2M savings through use of mobile

Quick Facts:

400 Sites, 350 Technicians

Initial pilot for 6 sites, 18 technicians

Decommissioning of competitive EAM

Private fleet for distribution


INFOR EAM References Transport Sector – Rail & Transport


Infor EAM Asset Sustainability EditionEAM EE + EAM ASE

Asset Sustainability Edition

ALERTMANAGEMENT

ENERGYINTEGRATION

PROGRAM

PLANNING

FUGITIVE EMISSIONS

MANAGEMENT

CO2 MANAGEMENT

PROCUREMENTENGINEERING

CONFIGURED KPIs, Inbox,

Reports

Phase IIInfor EAM

ASE 8.3

iPROCURE


The Case for Change: Summary

Objective: “Go Green” Reduce Greenhouse Gas emissions Reduce Operating expenses

Current Situation CO2 contributes 63% of greenhouse gases Greenhouse gases promote global warming Energy generation is largest CO2 contributor Regulations are existing or imminent

…doing nothing it is not an option !

Theorem If you can reduce CO2 via reducing energy consumption, and If you can reduce energy consumption via asset management, then You can reduce CO2 via asset management, and You can reduce the energy management operating costs

EARTH

SUN

IR is trapped by gases in the air thus reducing cooling

CO2

Infrared Radiation (IR) is given off by Earth

Case for reducing emissions

“Being a good steward of the environment & in our communities, and being an efficient and profitable business, are not mutually exclusive. In fact, they are one in the same.”

-- Lee Scott, CEO of Wal-Mart

“Green is Green” -- Jeff Immelt, CEO of GE

“Being a good steward of the environment & in our communities, and being an efficient and profitable business, are not mutually exclusive. In fact, they are one in the same.”

-- Lee Scott, CEO of Wal-Mart

“Green is Green” -- Jeff Immelt, CEO of GE

Features & Benefits Infor Enterprise Asset Management Asset Sustainability Edition (EAM ASE) 1/2


What is EAM ASE? Its software – easy to implement, easy to use, and cost effective. The critical difference? Infor EAM ASE gathers all of our client’s asset information, including production equipment, HVAC units, chillers, boilers, lighting – anything that consumes energy - into one place and provides their staff with the critical knowledge of how and when to maintain, replace or alter those assets based upon how much energy they consume, not simply what date it is on the calendar.What are the benefits? If we can reduce our client’s total energy spend while increasing the performance and uptime of their assets – greater profit for them and a stronger commitment to environmental stewardship infrastructure required to deliver the application.

What is GAS is Global Asset Sustainability— a “best practices” metric for monitoring and improving the operating efficiency of assets (i.e., production equipment, HVAC units, chillers, boilers, lighting – anything that consumes energy). GAS takes the most common sources of manufacturing productivity losses and places them into four categories: Availability, Performance, Quality and Energy Efficiency. In doing so, it distills complex production data into simple, understandable metrics that provide a gauge for measuring true asset efficiency. GAS also forms the foundation for tools that help to improve productivity.

Summary : • If you can reduce CO2 via reducing energy consumption,and• If you can reduce energy consumption via asset management,then• You can reduce CO2 via asset management.Thus, sustaining assets sustains the environment. What if your company could reduce total energy spending by 6% to 11%, provide a demonstrable commitment to environmental sustainability while increasing bottom line profitability all at the same time?

Features & Benefits Infor Enterprise Asset Management Asset Sustainability Edition (EAM ASE) 2/2


Features Benefits

Enterprise Asset Management ensuring the capacity, availability, quality, and asset life extension to support the operating and financial objectives

Energy Integration Program: factoring asset operating performance (Energy consumption) into maintenance strategy and activities. PM intervals established based on optimizing energy consumption.

Optimize the return on assets of a company’s property, plant, and equipment.

Identify, optimize and automate proactive maintenance work comparing both the asset performance and its energy usage across 100% of the enterprise.Deliver all of this with an Industry-leading, marketplace-proven enterprise asset management platform that is scalable for the future with a simplifiedintegration to our client’s existing IT systems

Event Management: alerting of existing asset condition or trend outside of optimum operating parameters for assessment or remediation. Factors all dependent and independent variables into User defined anomaly definition

The system will create an event notifying users of existing asset condition or trend outside of optimum operating parameters for assessment or remediation

CO2 Management: determines the direct and indirect CO2 emissions attributable within the operating asset hierarchy level. CO2 emissions are based on the fuel mix of the energy provider or direct fuel type usage. CO2 emissions are correlated to standard metrics to facilitate mitigation planning, analysis and audit

Reduce overall energy consumption by 6% to 11% that in turn reduces C02 emissions allowing our clients’ Company to promote and validate a “green” marketing initiative

Planning: assessing existing asset configuration (design basis) and performance (energy consumption) for optimization. GAS Index correlation to facilitate financial and operating decision process.

Actively monitor measure and inform our clients of changing energy usage by individual asset and benchmark it against viable options for repair and or replacement based upon the local utility tariffs and Costs

Preconfigured KPIs. Inbox, and Reports: Sustainability Reports (12), GAS index KPIs, FCI KPIs, preconfigured inbox alerts for anomalies, procurement engineering equivalency evaluations, etc

Provide our clients with actionable business intelligence that monitors, measures and summarizes only the critical enterprise asset information they need along with extensive drill-down capabilities

Fugitive Emissions Management: refrigerant tracking and management in accordance with EPA Guidelines; 15% leak rate threshold for comfort cooling and 30% leak rate threshold for refrigeration. Automatic follow up std. W.O generation. EPA reporting.

Store and track fugitive emissions making it easy to identify and report therefore reducing regulatory violations.


Infor EAM: Improve Facility Operations

WorkManagement

MaterialManagement


Labor Management

Mobile

Optimize facility condition & performance

Maximize warranty recovery Improve workforce productivity Gain operation-wide visibility Achieve economies of scale Reduce energy costs and emissions Improve quality of service Improve customer experience

Benefits 24% workforce productivity gain

10% reduction in energy use

6-20 % energy savings estimated

Inventory and purchasing savings

Typical Results




Service Requests


Bentley College

Challenge Labor intensive inspection process Strong quality of service emphasis on faculty and student body Protracted repair-to-billing process Significant energy spend

Solution Infor EAM Enterprise Edition Infor EAM Advanced Mobile Infor EAM Asset Sustainability Edition

Results Streamlined inspection and maintenance process Eliminate over 2,000 data entry hours per year 24% increase in trade productivity in 12-month period Expect 10% reduction in energy costs IFMA Award, Sightlines Best Practice Award

Quick Facts

163 acres, 46 buildings, 1.6M sq. ft.

128 full-time staff

140,000 dorm inspection points

30,000 work orders annually

Located in Waltham, MA

"We were able to receive Infor EAM functionality very quickly in a limited amount of time.”

Tom KaneDirector, Facilities Management

“The Infor EAM support for Web services enables the system to be configured to offer role-based functionality, so different people in our organization — and even students — can use the system through intuitive, user-friendly interfaces."


Infor in the FM and Hospitality sector

More than 150 clients in the Facilities Management, 1,400 hospitals and health centers 20 M sq. m² managed through Datastream 7i Flexible solutions allying:

Integration with Finance Integration with Space Management and ESRI Mobility


Mohawk Fine Papers

Challenge Increased competition from offshore manufacturing Limited visibility into factory floor performance and energy use Understanding and reducing $8-10M energy spend annually Low adoption rate of existing maintenance system Opportunity to improve decision making and productivity

Solution Infor EAM Enterprise Edition Work management, preventative maintenance Asset performance reporting and KPI’s Integration to ERP Infor EAM Asset Sustainability Edition (planned)

Results (Planned) Expect 10% reduction in energy costs Standardized maintenance practices Increased use and productivity due to ease of use Better decision making through improved visibility

Quick Facts:

Premium paper manufacturer

Environmentally friendly brand

800 employees, $300M revenue, 3 sites

Leader in stewardship of natural resources

A top consumer of renewable energy

“The goal we set for ourselves for the enterprise asset management system was a reduction in the total amount of energy consumption of 5–10 percent.”

“I haven’t seen a product in years that is as effective and user-friendly as the Infor EAM product”

Paul Stamas, VP of Information Technology, Mohawk Fine Papers


Infor EAM: Manage and Control Energy

WorkManagement

MaterialManagement


Labor Management

Reduce W.A.G.E.S. costs Reduce W.A.G.E.S.-related emissions Link W.A.G.E.S. usage and emissions

to assets Comply with GRI standards Grow revenues in new markets Strengthen brand loyalty Optimize capital investments

Benefits 6-20 % energy savings estimated

$300-400K savings annually

$1M annual savings

Achieve compliance e.g. GRI, FDA

Typical Results






Conclusion

EAM is a must-have when assets are identified as critical for the organisations,

Infor EAM covers a large spectrum of vertical markets and industries EAM is often a differentiator in regard to ERP , CRM or SCM

challenges and bring a real added value to business process Flexibility of the solution: easy to configure Pricing highly scalable to the size of the Project

License per concurrent user License per named user Mobile (per device) Business Edition, entreprise Edition and Green (Asset Sustainability

Edition) Technical support


Maintenance Management Systems For Today And Tomorrow

Cédric Beltrame, PSO, Datastream ArabiaTahar Klabi, EAM Consultantwww.datastreamarabia.com

With the courtesy of “INFOR EAM Centre of Excellence”Jean Benoit Nonque, Bas Beemsterboer www.infor.com