© 2013 IFS

OVERVIEW PROJECT-BASED SOLUTIONS

KENNY INGRAM —INDUSTRY DIRECTOR—CONSTRUCTION, CONTRACTING JORGEN ROGDE—PRODUCT DIRECTOR — PROJECT-BASED SOLUTIONS

© 2013 IFS

3

AGENDA Project-Based Solutions—Scenarios

Solution Overview

© 2013 IFS 4

SCENARIOS

FOCUS—LIFECYCLE INDUSTRIES

AEROSPACE & DEFENSE

SHIPBUILDING, RAIL & TRANSIT

CONSTRUCTION, CONTRACTING,

& SERVICE MANAGEMENT

PROJECT-BASED MANUFACTURING

EPCI, ENGINEERING

OIL & GAS, WIND AND SOLAR

UTILITIES & TELECOM

PRODUCT DEVELOPMENT

DESIGN SPARES & REPAIRS INSTALL & COMMISSION

PROCURE

MANUFACTURE

BUILD & CONSTRUCT MAINTAIN & SERVICE REFURBISH

DISPOSAL

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ASSET LIFECYCLE MANAGEMENT Purchase :Ledger General Ledger Sales Ledger Purchasing Invoicing Fixed Assets

Skills and Certification Schedule Time and Attendance Holidays

ENGINEERING & ASSET DESIGN DECOMMISSIONING Planning Regulatory Compliance Procurement Sub Contract Management Disposal Environmental Impact Document Control Tag Tracking

OPERATION

PREVENTIVE MAINTENANCE

CONDITION-BASED MAINTENANCE

FEEDBACK

ANALYSIS LESSONS LEARNED

ENGINEERING DESIGN

PROJECT PLAN

TENDER

INSTALLATION CONSTRUCTION

PROCUREMENT / MANUFACTURING

COMMISSIONING

RCM

Project

SOLUTION OVERVIEW

CONSTRUCTION & CONTRACTING ENGINEERING

CORPORATE PERFORMANCE MANAGEMENT

General Ledger Sales Ledger

Purchase Ledger Cash Ledger

Project Accounting Fixed Assets

Consolidation Budget Management

IFS FINANCE

CONTRACT MANAGEMENT

APPLICATION SOLUTIONS

BUSINESS PROCESSES

Project Planning Estimating

Work Breakdown Structure Resource Planning

Project Accounting Budget & Forecasting

Progress Revenue Recognition

PROJECT MANAGEMENT

FACILITIES & ASSET MANAGEMENT

Sales Contract Sub Contract Service Contract

Estimating Scope/Requirements Revision Control

Variations Order Retentions Invoicing & Valuation

Payment Applications Certificates Work Instructions

PROJECT MANAGEMENT

Project Planning Microsoft Project Integration Primavera Integration Project Templates Estimating Work Breakdown Structure Resource Planning/Allocation

Time & Expenses Project Procurement Material Planning Progress Document Deliverables Budgeting/Forecasting S Curves

SUPPORT PROCESSES

PROCUREMENT CONSTRUCTION

& INSTALLATION

SPARES & REPAIR

SERVICE & SUPPORT

RETIREMENT & DISPOSAL

Human Resources, Time & Attendance and Payroll

Document Management

Customer Relationship Management

Fabricate & Build

Procurement

Supply Chain Management

Risk Management

Quality Management

Equipment Definition Preventive Maintenance Faults Call Center Scheduling SLAs Service Contracts

Work Orders Time and Expenses Mobile & Wireless Resource Allocation Material Management Equipment Monitoring Plant Hire

PROJECT-BASED ENGINEERING & MANUFACTURING TENDER

CORPORATE PERFORMANCE MANAGEMENT

CONTRACT MANAGEMENT

APPLICATION SOLUTIONS

BUSINESS PROCESSES

Progress Revenue Recognition

SERVICE & MAINTENANCE

Sales Contract Sub Contract Service Contract

Estimating Scope/Requirements Revision Control

Variation Orders Retentions Invoicing & Valuation

Milestone Billing CRM Quotations

PROJECT MANAGEMENT Project Planning Microsoft Project & Primavera Integration Project Templates Work Breakdown Structure

ENGINEER PROCURE MANUFACTURE INSTALL SERVICE

SUPPORT PROCESSES

Human Resources, Time & Attendance and Payroll

Document Management

Customer Relationship Management

Finance

Supply Chain Management

Quality Management

Equipment Configuration Preventive Maintenance Faults & Repairs Warranty Call Center Scheduling & Resource Mgmt Service Contracts & SLAs Work Orders & Mobile Spares & Repairs

Work Breakdown Structure Resource Planning / Allocation Time & Expenses Material Planning

Document Deliverables Budgeting & Forecasting S Curves Risk Management

MANUFACTURING PROCUREMENT ENGINEERING Manufacturing BOMs Routings Shop Orders and Repetitive Kanban Make to Project or Stock Project Inventory & NCRs Constraint Based Scheduling Sub Contract Shop Floor Control

Project Material Planning RFQs & Requisitions Purchase Orders Revision Control Buy to Project or Stock VMI Collaboration Committed Cost Authorization Workflow

Product Data Management CAD Integration Document Management Revision Control Products and Models Engineering Change Evolving BOM Support Project Equipment List Design Release Gates

EPCI (ENGINEER—PROCURE —CONSTRUCT—INSTALL)

APPLICATION SOLUTIONS

SUPPORT PROCESSES

SUPPORT PROCESSES

Business Analytics/Corporate Performance

Document Management

Collaboration with Suppliers and Customers

Connect/Data Migration/Web Services

Process Modeling/Best Practice

Eco-Footprint Management

MATERIALS MANAGEMENT & LOGISTICS Procurement Hire/Rent in-out Certificates Project Inventory Shipment Traceability

Estimating Scope Sales Contract Variation Orders Retentions Payment Applications

ENGINEERING BUSINESS PROCESSES

INSTALL ATION & COMMISSIONING MAINTENANCE

PROJECT MANAGEMENT WBS Project Budget & Forecast ETC/EAC Risk Management Change Management Reporting Gantt

PROCURE ENGINEER CONSTRUCT/MANUFACTURE INSTALL/COMM/MAINTAIN . Multi Discipline Engineering Register NORSOK/ISO Base Config. AIIM Client

Material Catalogs MTO, RFQ, Purchasing Project Material Planning

Job Setting (Work/Shop Order) BOM/Availability Welding/QA Sub Contract Management

Work Orders Documentation Schemas & Reports Maintenance and Service

FINANCE MANAGEMENT General Accounting Common Business Model Drill Down Project Accounting Revenue Recognition

HUMAN RESOURCES

CONTRACT MANAGEMENT Sales Contract Sub Contract Service Contract

Estimating Scope Revision Control

Variations Order Retentions Valuations

Payment Applications Certificates Work Instructions

Competence Employee Availability Certificates Training Recruitment Travel Time & Attendance

PROCUREMENT MANUFACTURING CONSTRUCTION

IFS PROJECT SOLUTION CRM & Sales Contract

(Enquiries, RFQs/Bids/Open Contracts/Versioning... )

Project

DOCUMENT MANAGEMENT

Resources

PDM & CAD

Templates

Estimating

Planning

Risk Analysis

Budgets & Forecasts - Committed & Actual - ETC - EAC - Earned Value - Budget - Spreading (S Curves )

Install, & Service

Work Order

Sub Contract

Time & Expenses

Document Packages

Engineering Procurement

Purchasing Supplier Invoices

Manufacturing

Shop Order

Capacity Planning

Shipping

Customer Order

Planning Progress & Cost

Finance

Invoicing - Fixed Price /Lump Sum - Time & Materials - Milestones - Periodic - Applications

HUMAN RESOURCES Training, Recruitment, Competencies & Certifications, ...

IFS PROJECT SOLUTION CRM & Sales Contract

(Enquiries, RFQs/Bids/Open Contracts/Versioning... )

IFS PROJECT SOLUTION CRM & Sales Contract

(Enquiries, RFQs/Bids/Open Contracts/Versioning... )

Project

DOCUMENT MANAGEMENT

IFS PROJECT SOLUTION CRM & Sales Contract

(Enquiries, RFQs/Bids/Open Contracts/Versioning... )

Project

DOCUMENT MANAGEMENT

Resources

IFS PROJECT SOLUTION CRM & Sales Contract

(Enquiries, RFQs/Bids/Open Contracts/Versioning... )

Project

DOCUMENT MANAGEMENT

Resources

PDM & CAD

PROJECT PARTS LIST/BILL OF MATERIAL (BOM)

IFS PROJECT SOLUTION CRM & Sales Contract

(Enquiries, RFQs/Bids/Open Contracts/Versioning... )

DOCUMENT MANAGEMENT

Resources

PDM & CAD

Templates

Estimating Project

COPY PROJECT

COPY PROJECT

IFS PROJECT SOLUTION CRM & Sales Contract

(Enquiries, RFQs/Bids/Open Contracts/Versioning... )

Project

DOCUMENT MANAGEMENT

Resources

PDM & CAD

Templates

Estimating

Planning

IFS PROJECT SOLUTION

IFS PROJECT SOLUTION CRM & Sales Contract

(Enquiries, RFQs/Bids/Open Contracts/Versioning... )

Project

DOCUMENT MANAGEMENT

Resources

PDM & CAD

Templates

Estimating

Planning

Risk Analysis

IFS PROJECT SOLUTION CRM & Sales Contract

(Enquiries, RFQs/Bids/Open Contracts/Versioning... )

Project

DOCUMENT MANAGEMENT

Resources

PDM & CAD

Templates

Estimating

Planning

Risk Analysis

Budgets & Forecasts - Committed & Actual - ETC - EAC - Earned Value - Budget - Spreading (S Curves )

Project Cost Breakdown Structure

IFS PROJECT SOLUTION CRM & Sales Contract

(Enquiries, RFQs/Bids/Open Contracts/Versioning... )

Project

DOCUMENT MANAGEMENT

Resources

PDM & CAD

Templates

Estimating

Planning

Risk Analysis

Budgets & Forecasts - Committed & Actual - ETC - EAC - Earned Value - Budget - Spreading (S Curves )

Install, & Service

Work Order

Sub Contract

Time & Expenses

Document Packages

Engineering Procurement

Purchasing Supplier Invoices

Manufacturing

Shop Order

Capacity Planning

Shipping

Customer Order

Planning

IFS PROJECT SOLUTION CRM & Sales Contract

(Enquiries, RFQs/Bids/Open Contracts/Versioning... )

Project

DOCUMENT MANAGEMENT

Resources

PDM & CAD

Templates

Estimating

Planning

Risk Analysis

Budgets & Forecasts - Committed & Actual - ETC - EAC - Earned Value - Budget - Spreading (S Curves )

Install, & Service

Work Order

Sub Contract

Time & Expenses

Document Packages

Engineering Procurement

Purchasing Supplier Invoices

Manufacturing

Shop Order

Capacity Planning

Shipping

Customer Order

Planning Progress & Cost

HUMAN RESOURCES Training, Recruitment, Competencies & Certifications, ...

IFS PROJECT SOLUTION CRM & Sales Contract

(Enquiries, RFQs/Bids/Open Contracts/Versioning... )

Project

DOCUMENT MANAGEMENT

Resources

PDM & CAD

Templates

Estimating

Planning

Risk Analysis

Budgets & Forecasts - Committed & Actual - ETC - EAC - Earned Value - Budget - Spreading (S Curves )

Install, & Service

Work Order

Sub Contract

Time & Expenses

Document Packages

Engineering Procurement

Purchasing Supplier Invoices

Manufacturing

Shop Order

Capacity Planning

Shipping

Customer Order

Planning Progress & Cost

Invoicing - Fixed Price /Lump Sum - Time & Materials - Milestones - Periodic - Applications

HUMAN RESOURCES Training, Recruitment, Competencies & Certifications, ...

IFS PROJECT SOLUTION CRM & Sales Contract

(Enquiries, RFQs/Bids/Open Contracts/Versioning... )

Project

DOCUMENT MANAGEMENT

Resources

PDM & CAD

Templates

Estimating

Planning

Risk Analysis

Budgets & Forecasts - Committed & Actual - ETC - EAC - Earned Value - Budget - Spreading (S Curves )

Install, & Service

Work Order

Sub Contract

Time & Expenses

Document Packages

Engineering Procurement

Purchasing Supplier Invoices

Manufacturing

Shop Order

Capacity Planning

Shipping

Customer Order

Planning Progress & Cost

Finance

Invoicing - Fixed Price /Lump Sum - Time & Materials - Milestones - Periodic - Applications

HUMAN RESOURCES Training, Recruitment, Competencies & Certifications, ...

QUESTIONS?

TUESDAY 11:45 News in Projects 15:45 Projects in Practise - Customer Story

MEET THE EXPERTS

PROJECT-BASED SOLUTIONS PRODUCT RELATED BREAKOUT SESSIONS

46

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INTERPRETED AS ANY COMMITMENT OR REPRESENTATION. IFS AND ALL IFS PRODUCT NAMES ARE TRADEMARKS OF IFS. THE NAMES OF ACTUAL COMPANIES AND PRODUCTS MENTIONED HEREIN MAY BE THE TRADEMARKS OF THEIR RESPECTIVE OWNERS.

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