High-Tech Operator Certificate Program Course 3: Data Management Course 3-Day 1.

High-Tech Operator Certificate Program Course 3 Data Management

Course 3-Day 1

Copyright copy 2009 AWWA 2

Welcome

Asset Management Functions and Features

Performance Indicators and Metrics

Management Tools and Dashboards

Report Generation

Document Management Functions and Features

Closing and Sneak Peek at Day 2

Agenda ndash Day 1


This course is the third course in a series of three that leads to a High-Tech Operator Certificate

This course provides an overview of the technologies available for managing information about assets and process performance

Course 1 Treatment and Distribution - Process Monitoring and Control addresses the devices used to monitor and control processes and equipment in water treatment and distribution systems

Course 2 Application and Tools reviews the high-tech tools available for capturing creating finding and using information about facilities assets and customers

Welcome


This course provides an overview of information management technologies both server-based and Web-hosted

By the end of today you will be able to

Describe the applications available for collecting performance data

Discuss the building blocks of an asset management system

Describe methods for managing and reporting performance

Present an overview of the functions of a document management system

Goals


How much experience do we have in this room

Introduce yourself

Your name

Where you work

Current position

Number of years working in the water industry

Introductions


Begin and end on time All questions are valid If you think it ask Respect the opinions of others Actively participate Today this course is your work therefore your full

attention is required Cell phones on silent Break times are scheduled however if you need

to stand or take a break before then please do so Have fun What other ground rules should we establish

Ground Rules


Welcome




Report Generation



Agenda ndash Day 1


What is Asset Management

An integrated optimization process of ldquomanaging infrastructure assets to minimize the total cost of owning and operating them while continuously delivering the service levels customers desire at an acceptable level of riskrdquo

Managing Public Infrastructure Assets NACWA (AMSA) AMWA WEF AWWA 2001


Balancing Act

Operating amp maintaining aging facilitiesequipment is expensive and risky

Replacing assets before their life cycles are over is expensive though levels of service remain high

Balancing OampM with CIP lowers costs of ownership and balances risk with service


Why Asset Management

Itrsquos all about the money

Shows which assets have the best performance costs reliability

Ensures labor and materials are charged to the correct assets

Allows RampRampR decisions to be based on actual condition and performance

Leads to Reliability-Centered Maintenance and Operations


All utilities are feeling the pinch

New amp Aging Infrastructure

ResourceLimitations

OutdatedProcesses amp Systems

StakeholderInitiatives

Sustainability

IncreasingExpectations

New Regulations

Utilities

IncreasingCosts


Life-Cycle Asset Management

The International Model shows all functions that should be accomplished to manage life cycle of assets to receive the best ROI

Colors indicate the ldquostoplightrdquo results of benchmark studies hellip what utilities do well and what they do not



1 Planning Strategies (CIP Expense Condition-Based Emergency Regulatory PrivateGrant funded organization and staff)

2 Creation and Acquisition (Purchase Lease and Donated Assets Hierarchy and Topology Integration Asset Naming and Numbering)



3 Financial Management (cost allocation and tracking asset hierarchy and topology cost assignment internal and external cost management historical and summary level cost analysis and reporting)

4 Operations (SCADA DCS and PLC integration EAMS maintenance inspection and purchasing event initiation asset database synchronization and GIS integration)



5 Maintenance (work order asset condition inspection and inventory management historical and summary level maintenance analysis and reporting condition assessment and scheduling)

6 Condition and Performance Monitoring (locations frequency connectivity with CMMS alarms)

7 Rehabilitation and Renewal (decision points key factors cost analyses data sources)



8 Replacement (CIP planning term depreciation)

9 Disposal and Rationalization (depreciated value actual value data sources)

10 Audit (frequency expertise responsibility)


Life-Cycle Span vs Life-Cycle Cost


Essentials of Asset Management

Asset Identification - Each asset assigned a unique identifying hierarchical code

Cost Assignment - All manpower and material costs are charged to the unique asset to which they apply

Maintenance System and General Ledger Reconciliation - May be periodic or automatic within each time or materials transaction

Asset Prioritization - Not all assets get the same level of repair ndash depends on criticality

Reliability Engineering - Failure is redefined ndash then not allowed to occur

Failure Modes and Effects = ldquoorrdquo Root Cause Failure Analysis = ldquoandrdquo

All available within most existing AMSCMMS Applications


CMMS vs EAM

Computerized Maintenance Management Systems (CMMS) and Enterprise Asset Management systems (EAM) both manage large numbers of physical assets A CMMS manages the maintenance needs

assets and inventory of an organization

An EAM provides all the functions of a CMMS and adds human resource and financial management capabilities


Levels of Asset Management

This hierarchy shows the top-down relationships among the levels of asset management from life-cycle to hands-on maintenance and care


The Relationship BetweenMaintenance and Asset Management

Know performance

Understand characteristics

Provide datainformation

Are a source of history

Embody corporate memory

Most direct contact with assets is through OampM staffs who


Relies on Integration

Enterprise management integrates systems and functions to eliminate ldquostovepipesrdquo and allow unified management of capital


Seeks to Maximize Value

Enterprise asset management (EAM) means managing all physical assets of an organization throughout their service lives to maximize value

Enterprise means the inclusion of assets across departments and facilities and in some cases business units

It includes design construction commissioning operation maintenance and decommissioning replacement of equipment and facilities


Why CMMSsEAMs Fail

Vendors donrsquot know what YOUR best practice should behellipone size doesnrsquot fit all

You typically get more than you can use

Ease of use is a secondary concern

Information remains in specialized silos

Multiple vendors provide system technologies

Costs are underestimated

Reporting is a secondary concern


Welcome




Report Generation



Agenda ndash Day 1


What are KPIs

Todayrsquos systems provide lots of data and information enough to keep a staff of specialists busy continuously analyzing it all

But a small subset of all that datainformation can provide quick indicators of the current performance of assets and processes

Different sets of indicators are useful to individuals of different disciplines (operations maintenance engineering finance etc)


Why Identify KPIs

Limits information viewed to a manageable level

Greatly enhances decision-making capabilities

Minimizes the fire-fighting mentality

Ensures that OampM personnel are motivated and aligned with what management has defined as success for asset performance management


Pitfalls

Too few measuresmeasures that trade off poorly can improve one result at the expense of another (lowering downtime may lower quality)

Too many measures and too much collection analysis

Increases likelihood of errors

Takes more time and money

Doesnrsquot narrow the focus

12 to 25 KPIs are recommended


KPI Ideas Assets

Maximize

Asset availability

Output qty (gpm tph etc)

Quality (SS TFC etc)

Minimize

Downtime

Mean-time-between-failures

Maintenance costs

Power consumption


KPI Ideas People

Maximize

Maintenance wrench time

Capabilities

Minimize

Nonwrench time (driving getting supplies etc)

Time to complete

Rework

Labor costs


KPI Ideas Materials amp Services

Maximize

Productservice offerings

Stock availability

Minimize

Number of vendors

PO to delivery times

Inventory

Rush orders


KPI Ideas Other Factors

Maximize

Customer satisfaction

Performance to plan

Regulatory compliance

Safety

Minimize

WHAT WOULD YOU ADD


Expected vs Actual

Once key indicators have been identified expected levels of performance need to be set

Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1



What manager wouldnt want a graphical user-interface that shows at a glance metrics and key performance indicators (KPIs) about how the utility is performing

Consider the alternatives

Complex reporting applications

Quizzing employees for information

Waiting for paper reports


Dashboards

Dashboards are reporting tools that consolidate and arrange numbers metrics and sometimes scorecards on a single screen

Theyre often tailored for a specific role and display metrics targeted for a single point-of-view or department


Scorecards

Scorecards are applications that show progress toward a benchmark goal or objective

They use KPIs which (if chosen wisely) actually indicate the performance of the utility

Scorecards may be part of dashboards but are different because they usually include multiple points-of-view


Comparing Technologies

Dashboard Scorecard

Purpose Monitors and measures operational processes

Monitors progress toward established objectives

Data Events Transactional Aggregates Consolidation

Refresh Rate

Near real-time (ldquolatest and greatestrdquo)

Periodic (ldquosnapshotsrdquo)

Measures Exceptions linked to operations

Targets linked to strategic plans


Why Use Them

1048707 CommunicateRefine Strategy

1048707 Increase Visibility

1048707 Increase Coordination

1048707 Increase Motivation

1048707 Give a Consistent View

1048707 Reduce Costs and Redundancy

1048707 Empower Users

1048707 Deliver Actionable Information


Benefits

A performance dashboard allows you to

Monitor critical processes and activities using metrics that trigger alerts when potential problems arise

Analyze the root cause of problems by exploring relevant and timely information from multiple sources and at various levels of detail

Manage people and processes to improve decisions optimize performance and steer the organization in the right direction


How to Implement

Define the key performance indicators (KPIs) that need to be measured in your dashboard (preferably no more than 10)

Identify the specific data needed to build your KPIs

Does the data exist

If so where

How can it be collected


How to Implement

If data-collection gaps exist find ways to fill the gaps then develop a plan to implement the changes

Find the simplest tool that meets your needs but still allows future growth


How to Implement

Budget for

The initial cost of the dashboard

Annual maintenance

Fees to implement the system

Cost of changes and updates

Start with one system


Rule 1 ndash Have Context

0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008


Rule 3 ndash Include Comments

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Causes of good or poor performance

Ways to improve performance


Rules 4 amp 5

Keep your dashboard to 1 pagescreen (no more than 10 KEY metrics)

Change your dashboard as conditions change


Welcome




Report Generation



Agenda ndash Day 1


What is a Report Generator

A good report generator is software that

Retrieves data from different sources

Has data analysis capabilities

Has modifiable templates for presenting data

Has features for consolidating data totaling at multiple levels charting conditional formatting and page-based output

Generates reports automatically and on demand



Standard Reports

Standard reports are predefined and generated

Periodically (end of shift day month etc)

Upon process events (batch completed critical process event)

By request (downtime analysis inventory levels)

Predefined with automatic updating of most recent data


Your Standard Reports

What standard reports do you produce

What information sources are needed


Ad Hoc Reports

Ad hoc reports are temporary reports created by a user when information is not available in standard reports

They are usually just printouts of information available on a single system (printing the alarm log at the time of a process failure)


Ad Hoc Reports

What ad hoc reports have you produced


Steps in Generating a Report

1 Connect to a data source

2 Select a template

3 Select a data source

4 Add graphics

5 Print


Connect to Information Source


Select Template (Widget)


Select a Data Source


Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1


Electronic Document Management

aka Electronic Content Management

Itrsquos the control of documents and their life cycle

How and when documents are created

How they are reviewed

How they are published

How they are used

How they are retained

Ultimately how they are destroyed


EDM Functions

EDM includes five basic functions

Capture of electronic and paper documents

Storage of the electronic files

Delivery to the end users

Preservation and destruction of the files

Management from creation to disposalhellip management is part of each other function

Wersquoll start with Storage since you need to know where theyrsquoll go before they get there


First What is a Document

In the old days a document was one or more sheets of paperhellipin the really old days it was a parchment sheepskin clay tablet or stone

Recently it was a word processed file

In todayrsquos EDM world a document is any electronic file of any size in any format that can be saved on a computer

What file formats do you use (doc png etc)


Capturing Paper Documents

Electronic images of paper documents are created using scanners or multifunction printers

Optical Character Recognition (OCR) software is often used whether integrated into the hardware or as stand-alone software in order to convert digital images into editable text

Converting images into vector drawings is not as easy but getting better


Storage - Know Where They Go

Where are documents stored

Database repositories

Data warehouses

How do people get there

On-screen navigation

Storing documents involves some document management

Where they are stored (what server etc)

For how long they are stored

Migration from one storage media to another

Document destruction


Storage ndash Library Services

The storage function includes processes referred to as Library Services

They determine how documents will be filed and what methods will be used to organize or index the documents to assist in later retrieval


Storage - Indexing

During the process of storing a document information is collected about the document that will make it easier to search for and retrieve

This information is arranged in a separate table (much like the index in a book) and helps narrow and speed up searches by retrieving only those files that match the indexed information

Each document has a unique ID but also has metadata associated with it


Metadata

Metadata is typically stored for each document (the document storage date and the user name storing it)

Some metadata is usually extracted from the document automatically (date modified author etc)

The EDM system may also prompt the user storing a document to enter additional metadata

Many EDM systems use optical character recognition on scanned images or perform text extraction on electronic documents This text is used to help locate documents by identifying probable keywords or in full text searches


Metadata Stored By PPT


Metadata Prompts


Content Server Architecture


Repository Services

Single content amp data repository

Unique document ID

Document attributes

Data dictionary

Object relational management

Authentication services

Backuprecovery

Distributionreplication


Library Services

Provides a separate virtual repository for Web content

Provides access control

Allows checkout amp check-in

Provides versioning

Manages content storage


Core Content Management Services

Allows searches

Creates renditions

Allows annotations

Manages virtual documents

Provides dynamic content assembly

Manages links


Process Automation Services

Provides workflows

Manages document life cycles

Provides notifications


Storage Workflow

Most EDM systems provide a workflow process routing a document for approval before it is stored

Workflows can be Manual (requiring a user to view the document and decide

who to send it to) Rules-based (allowing an administrator to create a rule

that determines the flow of the document through an organization)

Dynamic (allowing branches to be created in a workflow process)

When a workflow is started for a document the EDMS typically routes the document through the approval process


Rules-based Workflow


Manage Check-inCheckout

EDM systems typically include check-incheck-out procedures to ensure only one version of a document is being edited at a time

When a document is checked out to one user the system locks out any other checkout attempts


Checkout




Check-in



Versioning

Versioning is tied to the check-incheckout process

It is usually automatic with manual overwriting capability (for checking in a new version as 20 instead of 12 as the system may have numbered it)

It allows users to see all versions of a document and retrieve previous versions for comparison or reediting

Versioning is useful for documents that change over time and require updating still allowing reversion to a previous copy


New Version


Collaboration

Collaboration should be inherent in an EDMS

Documents should be capable of being retrieved by an authorized user and worked on

Access should be blocked to other users while work is being performed on the document


Integration

Many document management systems attempt to integrate document management directly into other applications so that users may retrieve existing documents directly from the document management system repository make changes and save the changed document back to the repository as a new version all without leaving the application


Security

Document security is vital in many document management applications

Compliance requirements for certain types of documents are complex (the Health Insurance Portability and Accountability Act imposes strict security requirements on medical documents)

Some document management systems have a rights management module that allows an administrator to give access to documents based on type to only certain people or groups of people

Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM


The Relationship Between Maintenance and Asset Management



Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Welcome




Report Generation



Agenda ndash Day 1






Welcome








Goals



Introduce yourself

Your name

Where you work

Current position


Introductions





Ground Rules


Welcome




Report Generation



Agenda ndash Day 1






Balancing Act














ResourceLimitations



Sustainability


New Regulations

Utilities

IncreasingCosts



































CMMS vs EAM









Know performance















Why CMMSsEAMs Fail









Welcome




Report Generation



Agenda ndash Day 1


What are KPIs





Why Identify KPIs






Pitfalls








KPI Ideas Assets

Maximize

Asset availability



Minimize

Downtime


Maintenance costs

Power consumption


KPI Ideas People

Maximize


Capabilities

Minimize


Time to complete

Rework

Labor costs



Maximize


Stock availability

Minimize

Number of vendors


Inventory

Rush orders



Maximize


Performance to plan


Safety

Minimize

WHAT WOULD YOU ADD


Expected vs Actual


Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security






Welcome








Goals



Introduce yourself

Your name

Where you work

Current position


Introductions





Ground Rules


Welcome




Report Generation



Agenda ndash Day 1






Balancing Act














ResourceLimitations



Sustainability


New Regulations

Utilities

IncreasingCosts



































CMMS vs EAM









Know performance















Why CMMSsEAMs Fail









Welcome




Report Generation



Agenda ndash Day 1


What are KPIs





Why Identify KPIs






Pitfalls








KPI Ideas Assets

Maximize

Asset availability



Minimize

Downtime


Maintenance costs

Power consumption


KPI Ideas People

Maximize


Capabilities

Minimize


Time to complete

Rework

Labor costs



Maximize


Stock availability

Minimize

Number of vendors


Inventory

Rush orders



Maximize


Performance to plan


Safety

Minimize

WHAT WOULD YOU ADD


Expected vs Actual


Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security








Goals



Introduce yourself

Your name

Where you work

Current position


Introductions





Ground Rules


Welcome




Report Generation



Agenda ndash Day 1






Balancing Act














ResourceLimitations



Sustainability


New Regulations

Utilities

IncreasingCosts



































CMMS vs EAM









Know performance















Why CMMSsEAMs Fail









Welcome




Report Generation



Agenda ndash Day 1


What are KPIs





Why Identify KPIs






Pitfalls








KPI Ideas Assets

Maximize

Asset availability



Minimize

Downtime


Maintenance costs

Power consumption


KPI Ideas People

Maximize


Capabilities

Minimize


Time to complete

Rework

Labor costs



Maximize


Stock availability

Minimize

Number of vendors


Inventory

Rush orders



Maximize


Performance to plan


Safety

Minimize

WHAT WOULD YOU ADD


Expected vs Actual


Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security



Introduce yourself

Your name

Where you work

Current position


Introductions





Ground Rules


Welcome




Report Generation



Agenda ndash Day 1






Balancing Act














ResourceLimitations



Sustainability


New Regulations

Utilities

IncreasingCosts



































CMMS vs EAM









Know performance















Why CMMSsEAMs Fail









Welcome




Report Generation



Agenda ndash Day 1


What are KPIs





Why Identify KPIs






Pitfalls








KPI Ideas Assets

Maximize

Asset availability



Minimize

Downtime


Maintenance costs

Power consumption


KPI Ideas People

Maximize


Capabilities

Minimize


Time to complete

Rework

Labor costs



Maximize


Stock availability

Minimize

Number of vendors


Inventory

Rush orders



Maximize


Performance to plan


Safety

Minimize

WHAT WOULD YOU ADD


Expected vs Actual


Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security





Ground Rules


Welcome




Report Generation



Agenda ndash Day 1






Balancing Act














ResourceLimitations



Sustainability


New Regulations

Utilities

IncreasingCosts



































CMMS vs EAM









Know performance















Why CMMSsEAMs Fail









Welcome




Report Generation



Agenda ndash Day 1


What are KPIs





Why Identify KPIs






Pitfalls








KPI Ideas Assets

Maximize

Asset availability



Minimize

Downtime


Maintenance costs

Power consumption


KPI Ideas People

Maximize


Capabilities

Minimize


Time to complete

Rework

Labor costs



Maximize


Stock availability

Minimize

Number of vendors


Inventory

Rush orders



Maximize


Performance to plan


Safety

Minimize

WHAT WOULD YOU ADD


Expected vs Actual


Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Welcome




Report Generation



Agenda ndash Day 1






Balancing Act














ResourceLimitations



Sustainability


New Regulations

Utilities

IncreasingCosts



































CMMS vs EAM









Know performance















Why CMMSsEAMs Fail









Welcome




Report Generation



Agenda ndash Day 1


What are KPIs





Why Identify KPIs






Pitfalls








KPI Ideas Assets

Maximize

Asset availability



Minimize

Downtime


Maintenance costs

Power consumption


KPI Ideas People

Maximize


Capabilities

Minimize


Time to complete

Rework

Labor costs



Maximize


Stock availability

Minimize

Number of vendors


Inventory

Rush orders



Maximize


Performance to plan


Safety

Minimize

WHAT WOULD YOU ADD


Expected vs Actual


Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security






Balancing Act














ResourceLimitations



Sustainability


New Regulations

Utilities

IncreasingCosts



































CMMS vs EAM









Know performance















Why CMMSsEAMs Fail









Welcome




Report Generation



Agenda ndash Day 1


What are KPIs





Why Identify KPIs






Pitfalls








KPI Ideas Assets

Maximize

Asset availability



Minimize

Downtime


Maintenance costs

Power consumption


KPI Ideas People

Maximize


Capabilities

Minimize


Time to complete

Rework

Labor costs



Maximize


Stock availability

Minimize

Number of vendors


Inventory

Rush orders



Maximize


Performance to plan


Safety

Minimize

WHAT WOULD YOU ADD


Expected vs Actual


Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security











ResourceLimitations



Sustainability


New Regulations

Utilities

IncreasingCosts



































CMMS vs EAM









Know performance















Why CMMSsEAMs Fail









Welcome




Report Generation



Agenda ndash Day 1


What are KPIs





Why Identify KPIs






Pitfalls








KPI Ideas Assets

Maximize

Asset availability



Minimize

Downtime


Maintenance costs

Power consumption


KPI Ideas People

Maximize


Capabilities

Minimize


Time to complete

Rework

Labor costs



Maximize


Stock availability

Minimize

Number of vendors


Inventory

Rush orders



Maximize


Performance to plan


Safety

Minimize

WHAT WOULD YOU ADD


Expected vs Actual


Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security



































CMMS vs EAM









Know performance















Why CMMSsEAMs Fail









Welcome




Report Generation



Agenda ndash Day 1


What are KPIs





Why Identify KPIs






Pitfalls








KPI Ideas Assets

Maximize

Asset availability



Minimize

Downtime


Maintenance costs

Power consumption


KPI Ideas People

Maximize


Capabilities

Minimize


Time to complete

Rework

Labor costs



Maximize


Stock availability

Minimize

Number of vendors


Inventory

Rush orders



Maximize


Performance to plan


Safety

Minimize

WHAT WOULD YOU ADD


Expected vs Actual


Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security






Know performance















Why CMMSsEAMs Fail









Welcome




Report Generation



Agenda ndash Day 1


What are KPIs





Why Identify KPIs






Pitfalls








KPI Ideas Assets

Maximize

Asset availability



Minimize

Downtime


Maintenance costs

Power consumption


KPI Ideas People

Maximize


Capabilities

Minimize


Time to complete

Rework

Labor costs



Maximize


Stock availability

Minimize

Number of vendors


Inventory

Rush orders



Maximize


Performance to plan


Safety

Minimize

WHAT WOULD YOU ADD


Expected vs Actual


Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security










Why CMMSsEAMs Fail









Welcome




Report Generation



Agenda ndash Day 1


What are KPIs





Why Identify KPIs






Pitfalls








KPI Ideas Assets

Maximize

Asset availability



Minimize

Downtime


Maintenance costs

Power consumption


KPI Ideas People

Maximize


Capabilities

Minimize


Time to complete

Rework

Labor costs



Maximize


Stock availability

Minimize

Number of vendors


Inventory

Rush orders



Maximize


Performance to plan


Safety

Minimize

WHAT WOULD YOU ADD


Expected vs Actual


Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Welcome




Report Generation



Agenda ndash Day 1


What are KPIs





Why Identify KPIs






Pitfalls








KPI Ideas Assets

Maximize

Asset availability



Minimize

Downtime


Maintenance costs

Power consumption


KPI Ideas People

Maximize


Capabilities

Minimize


Time to complete

Rework

Labor costs



Maximize


Stock availability

Minimize

Number of vendors


Inventory

Rush orders



Maximize


Performance to plan


Safety

Minimize

WHAT WOULD YOU ADD


Expected vs Actual


Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


What are KPIs





Why Identify KPIs






Pitfalls








KPI Ideas Assets

Maximize

Asset availability



Minimize

Downtime


Maintenance costs

Power consumption


KPI Ideas People

Maximize


Capabilities

Minimize


Time to complete

Rework

Labor costs



Maximize


Stock availability

Minimize

Number of vendors


Inventory

Rush orders



Maximize


Performance to plan


Safety

Minimize

WHAT WOULD YOU ADD


Expected vs Actual


Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Why Identify KPIs






Pitfalls








KPI Ideas Assets

Maximize

Asset availability



Minimize

Downtime


Maintenance costs

Power consumption


KPI Ideas People

Maximize


Capabilities

Minimize


Time to complete

Rework

Labor costs



Maximize


Stock availability

Minimize

Number of vendors


Inventory

Rush orders



Maximize


Performance to plan


Safety

Minimize

WHAT WOULD YOU ADD


Expected vs Actual


Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Pitfalls








KPI Ideas Assets

Maximize

Asset availability



Minimize

Downtime


Maintenance costs

Power consumption


KPI Ideas People

Maximize


Capabilities

Minimize


Time to complete

Rework

Labor costs



Maximize


Stock availability

Minimize

Number of vendors


Inventory

Rush orders



Maximize


Performance to plan


Safety

Minimize

WHAT WOULD YOU ADD


Expected vs Actual


Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


KPI Ideas Assets

Maximize

Asset availability



Minimize

Downtime


Maintenance costs

Power consumption


KPI Ideas People

Maximize


Capabilities

Minimize


Time to complete

Rework

Labor costs



Maximize


Stock availability

Minimize

Number of vendors


Inventory

Rush orders



Maximize


Performance to plan


Safety

Minimize

WHAT WOULD YOU ADD


Expected vs Actual


Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


KPI Ideas People

Maximize


Capabilities

Minimize


Time to complete

Rework

Labor costs



Maximize


Stock availability

Minimize

Number of vendors


Inventory

Rush orders



Maximize


Performance to plan


Safety

Minimize

WHAT WOULD YOU ADD


Expected vs Actual


Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security



Maximize


Stock availability

Minimize

Number of vendors


Inventory

Rush orders



Maximize


Performance to plan


Safety

Minimize

WHAT WOULD YOU ADD


Expected vs Actual


Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security



Maximize


Performance to plan


Safety

Minimize

WHAT WOULD YOU ADD


Expected vs Actual


Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Expected vs Actual


Benchmarks

Goals


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Welcome




Report Generation



Agenda ndash Day 1









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security









Dashboards




Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Scorecards






Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security



Dashboard Scorecard




Refresh Rate






Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Why Use Them










Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Benefits






How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


How to Implement



Does the data exist

If so where



How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


How to Implement




How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


How to Implement

Budget for


Annual maintenance






0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security



0

10

20

30

40

50

60

70

80

90

Q3 2007 Q4 2007 Q1 2008 Q2 2008

Benchmarks or Goals

Prior performance


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Rule 2 - Segment

0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security



0

10

20

30

40

50

60

70

80

90

100

Q3 2007 Q4 2007 Q1 2008 Q2 2008




Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Rules 4 amp 5




Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Welcome




Report Generation



Agenda ndash Day 1











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security











Standard Reports











Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security






Ad Hoc Reports




Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Ad Hoc Reports





2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security




2 Select a template


4 Add graphics

5 Print








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security








Add Graphics


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Print Report


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Welcome




Report Generation



Agenda ndash Day 1








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security








How they are used




EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


EDM Functions























Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security
















Data warehouses













Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security






Storage - Indexing





Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Metadata








Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security




Metadata Prompts




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security




Repository Services


Unique document ID

Document attributes

Data dictionary



Backuprecovery



Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Library Services




Provides versioning




Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security



Allows searches

Creates renditions

Allows annotations



Manages links



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security



Provides workflows




Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Storage Workflow














Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security








Checkout




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security




Check-in



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security



Versioning






New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


New Version


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Collaboration





Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Integration



Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security


Security




Agenda ndash Day 1

Welcome

Goals

Introductions

Ground Rules

Slide 7


Balancing Act




Slide 13

Slide 14

Slide 15

Slide 16



CMMS vs EAM





Why CMMSsEAMs Fail

Slide 25

What are KPIs

Why Identify KPIs

Pitfalls

KPI Ideas Assets

KPI Ideas People



Expected vs Actual

Slide 34


Dashboards

Scorecards


Why Use Them

Benefits

How to Implement

Slide 42

Slide 43


Rule 2 - Segment


Rules 4 amp 5

Slide 48


Slide 50

Standard Reports


Ad Hoc Reports

Slide 54





Add Graphics

Print Report

Slide 61


EDM Functions





Storage - Indexing

Metadata


Metadata Prompts


Repository Services

Library Services



Storage Workflow



Checkout

Slide 81

Slide 82

Check-in

Slide 84

Versioning

New Version

Collaboration

Integration

Security

High-Tech Operator Certificate Program Course 3: Data Management Course 3-Day 1.

Documents

Transcript of High-Tech Operator Certificate Program Course 3: Data Management Course 3-Day 1.