Infor10 EAM v10.1: What's New?

Introduction

Kevin Price, Sr. Product Manager

Kevin is a more than 14-year veteran of the asset management business at Infor, serving roles in sales, service, product management, and director of asset solutions for the Public Sector group.

Lee Shinn, Development Services Manager

Lee Shinn has worked with Infor for 15 years. After working in the manufacturing sector in both maintenance and production management, Lee began with Infor as an implementation consultant, first with MP2, then with EAM. For the last 10 years, Lee has worked with the EAM Development team leading the Business Analyst group.

Infor10 EAM v10.1 Key Themes

Infor10 innovationChange the way work is done

Complete the application

Reimagine the enterprise

Speed, agility, lower total cost of ownership

Best-in-class EAMExpanding EAM‟s role and impact

Addressing more of your O&M costs

Elevating your operating performance

Operational, Environmental, Health, Safety, Financial

Automation and intelligence

Keeping pace with standards

Your feedback

Many Fingerprints…..

Infor10 EAM v10.1 Innovation Highlights

Infor10 Workspace v10.1 In-context Business Intelligence

Common look and feel

Consumer grade experience

Infor10 ION v10.1 ION Connectors

ION Event Management

ION Workflow

ION Pulse

Alert Management an add-onCBM, PdM

Business process monitoring

Risk and ReliabilityRisk Determination

Failure Analysis

PlatformsGIS v10

Cognos v10

WebLogic v11

GISESRI v10

Mobile GIS

40 PIRs

Utility bill interface

Better graphical scheduling

Quick Update screens

Infor10 EAM v10.1 –New Consumer Grade User Experience

New Features

Single sign-on

Common look and feel

Event driven

Contextual information and applications

Improving user adoption / system use will improve the results

of your maintenance programs.

Infor10 EAM v10.1 –In-Context Business Intelligence

New Features

Out-of-the-box metrics

In context of activity

At point of decision

Extensible

Data from one or more systems

You need to spend more time completing activities and

business processes, and less time looking for answers.

In-Context Business Intelligence

Work OrdersAverage Repair Time

Booked vs. Est. Hours

WO Total Cost by Cost Type

Time Between Failures

Failure Cost

Average Downtime

Energy Consumption

Inventory Stockouts

Monthly Usage and Costs

Inventory Accuracy

Substitute Parts

Supplier Lead Time

Infor10 EAM v10.1 –ION Event Management, EAM Alerts, and Pulse

New Features

Exception monitoring

Multiple systems

Rules-based

Multi-channel notificationEmail, Mobile, Pulse

Follow information & alerts like social media

Asset owners can follow Assets (e.g. Twitter)

You need to stay connected to your maintenance programs,

compliance, activities, progress, and asset health.

Infor10 EAM v10.1 –ION Workflow

New Features

Event-driven workflow

Events and data from EAM and other systems

Graphical configuration

ION Pulse

You need a better way to manage approvals and workflows to

minimize unnecessary delays and costly idle time.

Mobile

Infor10 EAM v10.1 –ION Connect

New Features

By eliminating custom integrations, you will reduce on-going

administration / upgrade costs, and capitalize on innovation.

Lightweight / Fat-free

Packaged Connectors

Infor supported

Infor and 3rd Party apps

OAGI standard

Cloud enabled

Configurable

Infor10 EAM v10.1 –Mobile GIS and GIS

New Features

Better use of GIS and EAM by the workforce in the field will

boost productivity and performance.

Mobile GIS (v8.3+) Advanced Mobile meets ESRI

GIS-centric EAM experience for the field

Non-ESRI geodatabases

Finger friendly

Pan, zoom, layer visibility control

ESRI v10

Better GIS Map Search

More ways to select features

Field aliases

Infor10 EAM v10.1

Lee Shinn, Development Services Manager, Infor

Reliability Planning and Analysis

Why Reliability Planning and Analysis?

Formalize the process to determine equipment risk

We have a criticality code, .....

But there is no consistent approach to determine this

Added new Reliability Ranking Index and

Added new Reliability Ranking Decision tree

Support engineers in determining reliability and making better decisions

Improve the ease of accessing numbers

Improve the speed of accessing numbers

Improve the type of numbers provided

Reliability Ranking

Create Reliability Ranking Code / Description

Create Decision Tree

Create Answers to Each QuestionEach answer is associated to a numerical value

Create Formulas on non-Question levels

Normalize the Scores of Each Level

Create Ranks for a Range of Scores

Answer the Questions per Equipment using the Reliability Survey tab

Answer the Questions in Batch using the Batch Update Reliability Ranking Values screen

Reliability Ranking

Equipment and Work Order

New fields display the Reliability Ranking details

New section on Equipment screens

Equipment values displayed on WO screen and Searchable on the List View

Reliability Calculations

Reliability Calculation records are created for:

The asset of the work order

the functional position of this asset

The functional position of the work order

and the asset installed there if the tag option is installed

Each work order that is completed and that has a primary closing code entered

Reliability Calculations

Numbers calculated

Sequence number of event / failure

Days since previous event / commission date

MTBF (average days between events)

Minimum days between events,

Maximum days between events,

Standard Deviation

Last Slope (Linear regression through last two events)

Average Slope (Linear regression)

Laplace time series analysis

Weibull probability distribution

Shape parameter or Beta

Scale parameter or Eta

Correlation

Reliability Calculations

Asset Sustainability Enhancements

Utility Bill Enhancements

Added UDFs to:

Invoice Vouchers screen

Utility Bill tab of Invoice Vouchers

Added support for Utility Bill tab of Invoice Vouchers to Databridge

Retrieving Actual Temperature Data

Regions Screen – Specify Online Source for Temperature Data

NCDC - The National Climatic Data Center (the climate data steward of the National Oceanic and Atmospheric Administration (NOAA))

WWO - World Weather Online (subscription required)

Actual Temperatures Tab – new link

GETWEATHER Background Job

Tracking Greenhouse Gases Emitted by FuelFeatures of Asset Sustainability

Fuels Screen – one new field

Emissions Commodity

Provides the ability to track Greenhouse gas emitted by a fuel from the fuels screen. Commodities can be associated with a fuel, and the commodity can be of Scope-1, Scope-2 or Scope-3 emissions. These commodities can be initialized from the Commodities screen in the Parts menu.

WO Daily Scheduling

WO Daily Scheduling | Parameters tab

New „Include Children‟ checkbox

If equipment is specified in the Equipment parameter field the system will also include asset, system, position, and location children of the specified equipment

If Equipment parameter field is NULL then no children will automatically be included in the session

WO Daily Scheduling - Usability Improvements

Selecting WO

activity

10512-4 in

upper grid

selects (bold

border) dates

for which it is

scheduled

New calendar

grid header

now shows

Year, Month,

& Date

Grid cells

now show

remaining

available

hours for

employee &

date

WO Daily Scheduling - Usability Improvements

Cursor hover

text showing

hours to be

scheduled

displays while

dragging WO

activity(s)

WO Daily Scheduling - Usability Improvements

Calendar cell

hover text

now displays

day of week

& date

New “Quick” Screens

WO Update screen

New editable, update only, list screen that allows WOs to be updated in batch mode

Displays WOs where Status = „Work Request‟ or „Released‟

WO Update screen

PO Update screen

New editable, update only, list screen that allows POs to be updated in batch mode

Displays POs where Status = „Unfinished‟ or „Awaiting Approval‟

PO Update screen

PO Book Labor screen

New screen to book Services Hours

Purchase Order based

Multiple service lines may be retrieved at one time

Separate screen from WO

PO Book Labor screen

Product Improvement Requests

Taxes on Services

Tax Code field has been added to the following screens:

Rates tab of Supplier

Supplier Rates tab of Trade

Services tab of PO

Sub-total fields for Parts and Services have been added to the PO header

Sub-total field for Services has been added to the Services tab of PO

A new tab on the Stores screen to list Tax/Commodity Code combinations

Revision Control Approval

Added ability to the Revision Control Approval screen to multi-select records to Approve or Reject

PM Schedule & Standard WO | Activities –Average Booked Hours

History and Cached Screens Dropdown

Grid Controls and Operators

Work PIRs– Template Documents

Added option to allow template documents for WOs

Available on Documents associated to Equipment

Administration - Options for Organization

New tab on Organization screen called Options

Similar to installation parameters in purpose

Ability to define system behavior at the organization level

ROUTEEOB & MEROUTWO have been moved

Administration - Export / Import Configurations

Export Configuration Screen

The File Extension created by this screen has been changed from .CONFIG to .EAMCONF to resolve conflicts with other applications

Added Export Alerts tab

Added Export User Defined Grids tab

Added Export Web Service Prompts tab

Import Configuration Screen

Support added for importing Alerts, User Defined Grids and Web Service Prompts

Administration - Export / Import Configurations

Administration PIRs – User Defined Fields

Stock tab of Parts screen

Stores tab of Parts screen

Transactions tab of Parts screen

Suppliers tab of Parts screen

Issue/Return Parts screen

Quick Store to Store Transfer screen

Active Lines tab of PO Receipts screen

Processed Lines tab of PO Receipts screen

Parts tab of Supplier Return screen

Parts tab of Physical Inventory screen

Transactions tab of Requisitions screen

Transactions tab of Store screen

Transactions tab of Purchase Order screen

Transactions tab of Fuels screen

Transactions tab of Depot screen

Invoice Vouchers screen

Utility Bills tab of Invoice Vouchers

PM Schedules (WO UDF‟s)

Activities tab of Standard WO

Activities tab of PM Schedules

Service Requests screen (WO UDF‟s)

Customer Service Requests screen (WO UDF‟s)

Fuel Issues screen

Purchase Contracts

Purchasing Contracts have been modified to allow a multi-tiered contract setup for a supplier

System searches from specific to general

Specific Store Contract

Regional Contract: Contract exists for Parent Store of the selected PO store

Global Contract: Contract with Store = null for a selected supplier

System performs separate searches for applicable contracts when searching for:

Order Discounts

Part Pricing and Part Discounts

Even when on one PO, parts may have different applicable contracts

Work PIRs- Scheduling Session Changes

Schedule Session Locking

The Scheduling Session locking mechanism has been modified to allow the following detail information to be added to work orders locked by a scheduling session. This includes MS Project, Daily Scheduling and Load Balancing sessions.

Issuing and Returning Parts

Comments and Documents

Additional Costs

Booked Labor and Booked Vendor Hours

Calibrations and Inspections

Meter Readings

Monitored Data

Tool Usage

Work PIRs

Added an Employee field as a parameter to the Availability Exceptions popup on the Employee screen.

The Production Priority field on the Production Request screen has been made an optional field.

Review/Approve Work Requests - Added Equipment Description to the List View

Updated the layout of the Calibration tab of the Work Order screen to show more rows in the grid

Added the ability to record meter readings on the fuel issue screen for mileage tracking

Added the ability to record WO# when entering meter readings

Work PIRs

Generate WO – Allow PM WO to be regenerated if „Cancelled‟ as defined by CANCSTAT install parameter

Scheduling for WO Daily Scheduling - Activity Note and Task Description to WO activity grid

Activities for PM Schedules & Activities for Standard WO –Add Activity Note field

Purchasing PIRs

PO Revision History screen

Added Revision Reason field

Purchase Order screen

Added optional Revision Reason

Added confirmation questions when changing Status

When new Revision of PO is created, ask user if lines should be set to Unfinished

When PO is canceled, ask user if lines should be Canceled

Base PIRs

Support added for Microsoft Project 2010

Support added for Cognos v10

Support added for: Apache 2.2.17

RHEL6.0

Oracle 11.2.0.2 (also delivered in 8.5patch)

Support added for 2010 2nd Release of VMRS 2000 Version 1.05

Support IE9 (v8.5 patch planned)

Support added for the latest Infor10 Workspace requirements

Improved the performance of the Export to Excel feature for large data sets

Menus – New install parameter, OPENMENU, will control whether you open the main menu by hovering or clicking

Administration – Update Field

The Update Field option has been added to the following screens:

Users Setup

Employees

Tasks

Administration PIRs

Start Center | KPIs - Auto Refresh option added

Added Hyperlink functionality to the User Defined Grids

Fields for Web Service Prompts - Add “Time” as field Type

Added checkbox options to the User screen:prevent users from changing each other‟s comments

prevent changing their own comments.

Added collapsible section headers: Stock tab of Parts

Issue/Return Parts

Quick Store-to-Store Transfer

Active Lines of PO Receipts

Parts of Supplier Return

Top 10 Reasons to Upgrade to Infor EAM V10.1

1. Improve user adoption and system use

2. Spend more time completing processes, less time searching for answers

3. Reduce maintenance costs and failures while meeting more challenging operation and regulatory requirements

4. Address critical equipment availability

5. No more surprises, stay connected

6. More efficient workflows will help you minimize delays and costly idle time

7. Eliminate costly custom integrations that restrict innovation

8. Boost field workforce performance through Mobile GIS

9. Perform the right activities at the right time, every time

10. Perform utility bill audits more efficiently, accurately and timely

Questions and Next Steps

Attend upcoming webinars.

Alert management/sustainability: Go beyond traditional asset and maintenance

management March 7 at 2:00PM ET

Infor10 EAM Demo – Manage your assets and boost reliability March 14 at 2:00PM ET

For all Infor events, visit www.infor.com/company/events

You‟ll receive a follow-up email after this webinar with a link to the presentation deck and recording.

For more information, contact your account owner or:

Kevin Price

Kevin.price@infor.com

864-422-5489

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April 22 – 25, 2012 for the

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