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MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February 17, 2012 TabWare Overview for NetSuite

MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

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Page 1: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

MAXIMIZING ASSET PERFORMANCE

Jefferson Sturkey – VP Business Development

Jane Black – VP Technical Services

Jeromy Risner – Sr. Applications Engineer

February 17, 2012

TabWare Overview for NetSuite

Page 2: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

Agenda

• Introductions and AssetPoint overview• Define Enterprise Asset Management (EAM)• EAM Market Drivers and Opportunity• Product Demo• NetSuite / TabWare Best Practices• Next Steps

Page 3: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

What We Do

Maximizing Asset Performance

AssetPoint is the leading provider of Enterprise Asset Management (EAM) and Computerized Maintenance Management System

(CMMS) solutions for companies whose success depends on the performance of their assets.

Page 4: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

How We Do It

Designed by Maintenance

Professionals for Maintenance

Professionals

Page 5: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

Company Background

• 1979 – 1st Commercial Product

• 1999 – 1st Cloud Solution for EAM

• 2002 - AssetPoint

• 30+ years domain expertise

Page 6: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

Total Cloud Solution

Equipment & Work

Management

Enterprise Asset Management

Spare Parts Management

ProcurementManagement

• Complete cloud solution• Integrated process with production, maintenance

and finance• Reliable assets drive production revenue growth

Page 7: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

Enterprise Asset Management

• What is Enterprise Asset Management (EAM)

– EAM provides an integrated solution for managing, scheduling and accounting for the maintenance of machinery and equipment

– Examples of ‘assets’ are: Production Lines, heating and ventilation equipment, trucks, buildings etc

– Without an integrated solution (such as EAM), organizations track the cost of maintenance via spreadsheets and incur unnecessary inefficiencies and expense

Page 8: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

Market Drivers

• EAM market survey:– Top two goals for maintenance

• Reduce downtime• Improve asset utilization

Source: Aberdeen Group

Page 9: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

Opportunity Definition

• Excellent sales potential

– Industry is still primarily managed by excel spreadsheets

– Less than 50% of general

industry is using EAM tools

Source: ARC

Page 10: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

Primary Verticals

Discrete Manufacturing

Process Manufacturing

Mining & Metals

Oil, Gas & Chemicals

Food & Beverage

Secondary VerticalsUtilities

Consumer Package GoodsWater & WastewaterFacility Management

ChemicalsForest Products

Amusement

Focus Industries

Page 11: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

Customer Representation

Page 12: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

Target Profile

• Target Audience:– Maintenance & Plant Managers involved in process efficiency– Concerns include:

• Maintenance or inventory costs• Reliability & safety• Maintenance efficiency & equipment uptime• Preventive maintenance compliance

• Key Questions:– Do you have an Asset Management tool in place currently?– Is improving equipment uptime a priority?– How do you manage your spare parts inventory?– Is improving performance and reducing maintenance cost a

priority?

Page 13: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

TabWare

• Easy to learn, easy to use

• Best-in-class enterprise functionality

• Flexible & user configurable

• User configurable reporting and analysis

• Scalable from 1 user to a global enterprise

• Mobile options

Page 14: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

Total Cloud Solution

Equipment & Work

Management

Enterprise Asset Management

Spare Parts Management

ProcurementManagement

• Complete cloud solution• Integrated process with production, maintenance

and finance• Reliable assets drive production revenue growth

Page 15: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

Enterprise Asset Management

Equipment & Work

Management

MROSpare Parts

Management

MRO ProcurementManagement

Equipment Management

Work Planning & Scheduling

Event Management

PM/PdM Program Management

Item Management

Transaction Management

Repairable Management

Replenishment

Requisition Management

Purchase Order Management

Vendor Management

Buyer Support

TabWare – Core Features

Optional Modules:-Mobile-Web Work Requests-TabWare University-TabLink-TabSource

Page 16: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

TabWare Implementation Scenarios

1. Maintenance, procurement and invoice matching – Option targeted for integration

2. Maintenance only

3. Maintenance and procurement of spare parts inventory

Page 17: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

TabWare Demo

Page 18: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

TabWare Implementation Scenarios

1. Maintenance, procurement and invoice matching – Option targeted for integration

2. Maintenance only

3. Maintenance and procurement of spare parts inventory

Page 19: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

Best Practice – Scenario 1

Inventory Usage

Equipment

Maintenance Routine and Emergency Work Orders

Spare Parts Inventory

Suppliers

Spare Parts Purchase Requisitions

Spare Parts Purchasing

Spare Parts Receiving

Accounts, cost codes, validation codes

Invoice Matching

Accounts Payable

Production Sales Orders

General Ledger

Inventory

Vendors

Purchase Requisitions

Purchasing

Receiving

Chart of Accounts, cost codes, validation codes

Vendor Billing

Maintenance &

Procurement&

Invoices

Page 20: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

Best Practice – Scenario 2

Inventory Usage

Equipment

Maintenance Routine and Emergency Work Orders

Spare Parts Inventory

Suppliers

Spare Parts Purchase Requisitions

Spare Parts Purchasing

Spare Parts Receiving

Accounts, cost codes, validation codes

Invoice Matching

Accounts Payable

Production Sales Orders

General Ledger

Inventory

Vendors

Purchase Requisitions

Purchasing

Receiving

Chart of Accounts, cost codes, validation codes

Vendor Billing

MaintenanceOnly

Page 21: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

Best Practice – Scenario 3

Inventory Usage

Equipment

Maintenance Routine and Emergency Work Orders

Spare Parts Inventory

Suppliers

Spare Parts Purchase Requisitions

Spare Parts Purchasing

Spare Parts Receiving

Accounts, cost codes, validation codes

Invoice Matching

Accounts Payable

Production Sales Orders

General Ledger

Inventory

Vendors

Purchase Requisitions

Purchasing

Receiving

Chart of Accounts, cost codes, validation codes

Vendor Billing

Maintenance &

Procurement

Page 22: MAXIMIZING ASSET PERFORMANCE Jefferson Sturkey – VP Business Development Jane Black – VP Technical Services Jeromy Risner – Sr. Applications Engineer February

Customer Benefits

• 6-11% Energy reduction savings• 20% in labor savings • 10% improved uptime reliability • 15% reduction in spare parts inventory • 10% improvement in purchasing process times• 25% faster payment of invoices • Up to 30% reduction of maintenance budgets• Warranty savings across asset infrastructure• Tracking all downtime as TabWare events• Direct access to event logs/history for state safety

inspectors