Configurations:  Having X3  Your  Way
Manufacturing Facilities Management Fleet Service Contractor Healthcare
What We Will Cover 7 Case Studies that illustrate configurations for: Job time and downtime calculations Work Response Times and Monthly Metrics Reporting Capturing and displaying equipment availability Integration of fluid analysis with CMMS Call center configuration and room management Use of the Planner and Timecard tools
Case Study #1:   Background :   Manufacturer of custom machined parts and assemblies for heavy-duty industrial applications. In-house system from 1975 had become obsolete. eMaint X3 Enterprise edition installed May 2006.  Terry Koetter, director of plant engineering and maintenance, worked closely with eMaint to define XTek’s configuration elements.
Implementation Goals :  Payroll Interface Capturing Metrics Auto-capture of data in work order center: Response Time Job Time Machine Downtime KPI Reports
 
Calculates total from first labor start-time to last labor stop-time Labor Start and Stop Times are stamped and captured Calculates total from WO date/time to last labor stop-time Calculates total from WO date/time to first labor start-time Time Calculations
Unscheduled Downtime Machine Status: DOWN Calculates total from WO date/time to Machine Back Up date/time. Two versions of Close Out screen. Version #1 of screen. Machine Status=DOWN.  If Machine Status is DOWN, the Close out Screen displays the  Machine Back Up  field.
Scheduled Downtime Machine Status: RUNNING N/A Version #2 of Close-out screen. Machine Status=RUNNING or N/A.  If Machine Status is RUNNING or N/A, Scheduled Downtime field is displayed. User populates field with number of hours if applicable.  Scheduled Downtime displays with value entered on close-out.
XTek Metrics Reports Meantime between failure Equipment Downtime Job Time and Time to Complete
Report: MTBF
Report: Equipment Downtime
Report: Job Time
Background :  Corporate Facilities Group with10 locations  Sought to replace in-house Access-based system with a global web-based solution to meet growing requirements: Standardized for all locations Global Solution  Replicate configuration of the in-house system eMaint X3 Implemented in July 2006  Case Study  #2:
Implementation Goals :  Consistency across all locations Individual accounts plus consolidated “sweep” account Capture response times on work orders: Response Time Job Time Duration Time Time to Complete Monthly metrics reports identical to in-house system reports that had become corporate standard
WO Configuration
WO Configuration   Work Priority type is used for monthly metrics report. Calculates total from WO date/time to first labor start time. Represents total quantity of time in labor charges. Calculates total from WO date/time to last labor stop time. Calculates total from First labor start date/time to last labor stop date/time.
Metrics Report
Metrics Report
Case Study #3:   Background :  Customer since March 2007 Manufacturer of precision investment castings in aluminum and steel alloys.  6-Building Site/160,000 square feet.  Goals:  Replace MP2 with Web-based Solution Better handling of KPIs Digital dashboard KPIs defined and developed in May 2007, specific to customer requirements.
KPI Configuration
Digital Dashboard
Case Study #4:   Background :  eMaint customer since 2005 Government contractor Provide contracted maintenance and facilities management services  Needed ability to print service estimates and invoices from work orders  Implementation: Customer-centric work order screen Options for printing estimates and invoices from work order screen.
Work Order – Estimates/Invoicing
Work Order – Estimates/Invoicing
Case Study #5:  Background: Customer since December 2005 3 Sites in CT, RI and IN Paper-based system  Chose eMaint for its configurability and customizations Implementation Goals: Maintain existing color-coding for consistency Downtime and response time calculations Replicate existing reports Planner tool to track and assign multiple personnel to PMs and work orders  Time Card function for easy capture of labor hours
Maintain Color Coding of Work
Maintain Color Coding of Work
Downtime Capture  on Emergency WO
Case Study #6:  Background: Existing customer of Polaris Laboratories Wanted CMMS to track PMs and work orders Implementation Activities: Setup interface to Polaris system Upload equipment data from Polaris to eMaint Meter readings submitted via email
Fluid Analysis Integration Equipment IDs and maintenance histories are linked between applications Equipment data with PMs for Sampling are automatically uploaded to eMaint Fluid Analysis Link on asset detail view Critical or severe analysis results can trigger automatic work order in eMaint
Synchronized Equipment Data
PMs for Sampling are automatically uploaded from Polaris to eMaint
Fluid Analysis link from Asset
Automatic Work Orders based on severity of Fluid Analysis Results
Case Study #7:   Background :  eMaint customer since 1999  Switched from eMaint LAN to X3 in 2006:  Ease of use, hosting, configurability options High usage: 72 users; 500+ work orders per week;  400+ Security Operations Service Center (SOSC) call center activities per week Configuration Requirements: Planner and Time Card Problem type and priority hierarchies Room Management Listing SOSC Call Center

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X3 Configurations

  • 2. Manufacturing Facilities Management Fleet Service Contractor Healthcare
  • 3. What We Will Cover 7 Case Studies that illustrate configurations for: Job time and downtime calculations Work Response Times and Monthly Metrics Reporting Capturing and displaying equipment availability Integration of fluid analysis with CMMS Call center configuration and room management Use of the Planner and Timecard tools
  • 4. Case Study #1: Background : Manufacturer of custom machined parts and assemblies for heavy-duty industrial applications. In-house system from 1975 had become obsolete. eMaint X3 Enterprise edition installed May 2006. Terry Koetter, director of plant engineering and maintenance, worked closely with eMaint to define XTek’s configuration elements.
  • 5. Implementation Goals : Payroll Interface Capturing Metrics Auto-capture of data in work order center: Response Time Job Time Machine Downtime KPI Reports
  • 6.  
  • 7. Calculates total from first labor start-time to last labor stop-time Labor Start and Stop Times are stamped and captured Calculates total from WO date/time to last labor stop-time Calculates total from WO date/time to first labor start-time Time Calculations
  • 8. Unscheduled Downtime Machine Status: DOWN Calculates total from WO date/time to Machine Back Up date/time. Two versions of Close Out screen. Version #1 of screen. Machine Status=DOWN. If Machine Status is DOWN, the Close out Screen displays the Machine Back Up field.
  • 9. Scheduled Downtime Machine Status: RUNNING N/A Version #2 of Close-out screen. Machine Status=RUNNING or N/A. If Machine Status is RUNNING or N/A, Scheduled Downtime field is displayed. User populates field with number of hours if applicable. Scheduled Downtime displays with value entered on close-out.
  • 10. XTek Metrics Reports Meantime between failure Equipment Downtime Job Time and Time to Complete
  • 14. Background : Corporate Facilities Group with10 locations Sought to replace in-house Access-based system with a global web-based solution to meet growing requirements: Standardized for all locations Global Solution Replicate configuration of the in-house system eMaint X3 Implemented in July 2006 Case Study #2:
  • 15. Implementation Goals : Consistency across all locations Individual accounts plus consolidated “sweep” account Capture response times on work orders: Response Time Job Time Duration Time Time to Complete Monthly metrics reports identical to in-house system reports that had become corporate standard
  • 17. WO Configuration Work Priority type is used for monthly metrics report. Calculates total from WO date/time to first labor start time. Represents total quantity of time in labor charges. Calculates total from WO date/time to last labor stop time. Calculates total from First labor start date/time to last labor stop date/time.
  • 20. Case Study #3: Background : Customer since March 2007 Manufacturer of precision investment castings in aluminum and steel alloys. 6-Building Site/160,000 square feet. Goals: Replace MP2 with Web-based Solution Better handling of KPIs Digital dashboard KPIs defined and developed in May 2007, specific to customer requirements.
  • 23. Case Study #4: Background : eMaint customer since 2005 Government contractor Provide contracted maintenance and facilities management services Needed ability to print service estimates and invoices from work orders Implementation: Customer-centric work order screen Options for printing estimates and invoices from work order screen.
  • 24. Work Order – Estimates/Invoicing
  • 25. Work Order – Estimates/Invoicing
  • 26. Case Study #5: Background: Customer since December 2005 3 Sites in CT, RI and IN Paper-based system Chose eMaint for its configurability and customizations Implementation Goals: Maintain existing color-coding for consistency Downtime and response time calculations Replicate existing reports Planner tool to track and assign multiple personnel to PMs and work orders Time Card function for easy capture of labor hours
  • 29. Downtime Capture on Emergency WO
  • 30. Case Study #6: Background: Existing customer of Polaris Laboratories Wanted CMMS to track PMs and work orders Implementation Activities: Setup interface to Polaris system Upload equipment data from Polaris to eMaint Meter readings submitted via email
  • 31. Fluid Analysis Integration Equipment IDs and maintenance histories are linked between applications Equipment data with PMs for Sampling are automatically uploaded to eMaint Fluid Analysis Link on asset detail view Critical or severe analysis results can trigger automatic work order in eMaint
  • 33. PMs for Sampling are automatically uploaded from Polaris to eMaint
  • 34. Fluid Analysis link from Asset
  • 35. Automatic Work Orders based on severity of Fluid Analysis Results
  • 36. Case Study #7: Background : eMaint customer since 1999 Switched from eMaint LAN to X3 in 2006: Ease of use, hosting, configurability options High usage: 72 users; 500+ work orders per week; 400+ Security Operations Service Center (SOSC) call center activities per week Configuration Requirements: Planner and Time Card Problem type and priority hierarchies Room Management Listing SOSC Call Center

Editor's Notes

  • #2: We want you to be inspired GOAL: But what is most important is for you to witness some of these and give consiferation to what you can do and what kind of impact it can have on your operations. After each case study, reminde them of the goals achieved and what impact it had for the customer. Customer had needs, we addressed them. Think of what kind of impact configurations can have for you..