Slides from the EQMS User Group 2017.

1. EQMS SPRING USER GROUP
Wednesday March 22nd, 2017
Welcome to
Sheffield!

2. EQMS SPRING USER GROUP
WELCOME TO QUALSYS
Robert Oakley
Commercial Director

3. WELCOME
1. Domestics
2. The Qualsys team
3. Objectives for the day
4. Delegate Introductions
5. Joint-Promotional filming 9am – 11am
6. Feedback

4. AGENDA
AM
9.00 - 9.30 Breakfast
9.30 – 9.50
Welcome Presentation
– Robert Oakley
9.50 - 10.00
Global Quality Survey Results 2017
– Michael Ord
10.00 – 10.30 EQMS Insights – Chris Owen
10.30 – 10.45 EQMS Roadmap – Rob Needham
10.45 – 11.00 Tea and coffee break – Video Testimonials
11.00 - 11.30 EQMS Futures– Rob Needham
11.30 - 12.00
Account Management Services – Gemma
Baldan
PM
12.00 – 12.45 Lunch
12.45 – 1.45 Redefining Quality – Oakland Consulting
1.45 – 3.00
Breakout #1: Suppliers, Issues and Audits with
EQMS
– Steven Brown
1.45 – 3.00
Breakout #2: Training, Equipment and Risk with
EQMS
– Phillip Entwise
1.45 – 3.00 Breakout #3: Dashboard, Documents and AddIns.
3.00– 3.30
Round-Robin: Your Suggestions & Ideas
– Chaired by Robert Oakley

5. GLOBAL QUALITY SURVEY 2017
STATE OF THE INDUSTRY
Michael Ord
New Business
& Marketing Director

6. 150 RESPONSES ACROSS A BROAD RANGE
OF INDUSTRIES
0
5
10
15
20
25
30
35
0 - 50 51 - 250 251 - 500 500 -
1,000
1,000 -
10,000
10,000 +
Percentage
Number of people in organisation
Number of employees

7. LOYAL, SENIOR AND ENGAGED
Job Roles
0 5 10 15 20 25 30 35
0-1 years
1 -2 years
2- 5 years
6 - 10 years
10 + years
Percent
Yearsincurrentrole
How long have you been in your current role?
AVERAGE TIME IN ROLE IS 5.6 YEARS

8. … said ISO 9001:2015 changes has made a
positive impact on my organisation.
 “Makes management more aware”
 “More business oriented.”
 “Risk-based thinking is still proving difficult.”
 “Enormously increased workload.”
 “Means more business for us.”
ISO 9001:2015
76%
85%in 2016
in 2017

10. 1) AUTHORITY
32% OF QUALITY PROFESSIONALS LEFT A QUALITY ROLE DUE TO A LACK OF
AUTHORITY
24% of quality professionals implemented a
new electronic quality management system in
the past 2 years
16% of quality professionals promoted in the
past 12 months
0
5
10
15
20
25
30
35
Authority Tools Resources
% who said they had left a role due to a lack of...

11. 2) DATA OWNERSHIP
HALF OF QUALITY PROFESSIONALS SPEND MORE THAN 1 DAY A WEEK
COMPILING REPORTS
0
2
4
6
8
10
12
2015 2016 2017
DaysSpent
Year
Average days spent per month compiling reports What KPIs and metrics do
you report on?
Cost of quality
H&S
ROI
Customer complaints
Scrap Rates
Too many to list
Time to resolve CAPA

12. 3) LEADERSHIP
67% SAID LEADERSHIP AREN’T ENGAGED WITH QUALITY
Why do so many quality professionals feel leadership-quality disconnect?
Quality is not on the board’s agenda
Quality is seen as a necessary overhead, rather than a cost-saver
Leadership only want a certificate on the wall

14. PROJECTS FOR 2017 - 2018

15. 10 LESSONS LEARNED
1) Get stakeholder buy-in before
you impose anything.
2) Quality is constantly changing.
3) Communication is the route of
most problems.
4) Leadership engagement is key.
5) Don’t rush implementing new
systems.
6) Centralised information is
essential for visibility.
7) Never assume compliance.
8) You can’t do it alone.
9) Avoid ambiguity.
10) Pre-empt issues.

16. NEW! EQMS INSIGHTS
CONFIGURING EQMS TO MEET YOUR REQUIREMENTS
Chris Owen
Services Director
1. Why we are here
2. How Qualsys use EQMS
3. Customer Case Studies

17. “Learn how other companies are using EQMS.”
– Rod Fielding, Sodexo
“Further my knowledge of EQMS and network with other end-users.”
- Chris Storey, University of Leeds
“Listening and learning form others and providing valued input in making EQMS
better.”
– Rob Farfoot, Data Image
“Share practices and other users experiences.”
– Tom Shore, Sodexo
“A chance to meet up with other users of the system, and to see how EQMS will
change over the next few months.”
– Oliver Dunkley, Inivata
1. WHY ARE WE HERE?
“Meeting other professionals using EQMS and meeting the Qualsys team.”
– Lee Clack, W. E. Rawson Ltd
“A better understanding of setting up and implementing EQMS”
- Jane Ratcliffe, Premier Nutrition
“Find out about new developments planned, and get more of a general idea of the
software capability as hoping to implement EQMS in 2017”
– Harry Singh, A G Barr
“Information from other users on modules not currently used at Accolade.”
– Michael Kent, Accolade Wines
“Learn from other companies’ use of EQMS”
– Rob Taylor, BT

18. Job Tracker (Issue Manager)
1. Purchase Orders
2. Marketing Request
3. Service Delivery Tracking
4. Security Alerts
5. Process Improvement &
Suggestions
2. HOW QUALSYS USE EQMS

19. Audit Manager
1. Onboarding/Offboarding
2. Appraisals
3. Housekeeping Reviews
4. Internal Quality Audits
5. Process Audits
2. HOW QUALSYS USE EQMS

20. Issue Manager
 HSE – RIDDOR Reporting
 Legal Contract Change
 Document XFR Review
 Complaint Handling
 Support Monitoring
 Business Change Control
 Meeting Minutes
3. CUSTOMER CASE STORIES
Audit Manager
 Safety Inspections
 Supplier Checklists
 Cleaning/Catering Reviews
 Risk Controls
 Claim Call Monitoring
 Internal Compliance Audits
 VDA 6.3

21. EQMS ROAD MAP -
WHAT’S NEW?
Rob Needham
Technical Director
 Enhancements
 Issue Manager web services
 Issues Manager App

22. KEY ENHANCEMENTS
 Related documents
 Minimum answers per audit checklist
 Issue sections and permissions
 Issue Actions view
 Custom emails per issue type
Office Addin’s change comments
Multiple assets per risk
Clone a Risk
Document owner ability to change
review date

23. ISSUE MANAGER API AND APP
Ability to raise issues
View your issues and documents
from you phone
Comment on issues
Close issues

24.  Version 7 Update
 Mobile technology
 BI Reporting
 Ideas Board
EQMS FUTURES

25. VERSION 7 UPDATE
Framework and backend work is underway
Active wireframes
Sample Search screen
Estimated first phase release Dec 2017

26. MOBILE TECHNOLOGY
Single source code to support multiple platforms
Training Manager app
Equipment Manager app
Risk Manager app

27. BI REPORTING – THE CONCEPT
Scheduled reporting
Email reports straight from EQMS
Data integrity – Users only see what they are allowed
to see
Dashboard build and share your own
Mark favourite reports
Ad hoc reporting – Not out of the box? It can easily be
built
Bind data from multiple sources
What else would you like?

28. IDEAS BOARD
Got an idea? Share
it with us.

29.  Trello Board
 Coming up this year
 Mobile technology
EQMS FUTURES

30. ACCOUNT MANAGEMENT SERVICES:
SYSTEM OPTIMISATION -
MAXIMISING EQMS ROI
Gemma Baldan
Key Account Manager

31. ALIGNING WITH EVOLVING CUSTOMERS
1. Development of Industry leading software
2. Understanding your business / user case
3. Engaging every user
4. Fit for purpose EQMS Configuration
Achieving maximum ROI

32. “We were surprised by how much the system was being
used across the group. It has given us confidence
and recognition from our management team that
EQMS is being used by our stakeholders.
We are now like Big Brother. We had one site say they
had been using EQMS, but we could see from the
health check they hadn’t checked their documents,
and we were able to take that information to our
management team.”
- Sarah Oliver, Quality Manager
SYSTEM OPTIMISATION- KEY BENEFITS
 Feedback and review
 Promote and solidify success
 Identify gaps
 Achieve top level buy-in
 Provide a platform to inform
change

33. SYSTEM OPTIMISATION SERVICES
1. SYSTEM HEALTH CHECK 2. CONFIGURATION REVIEW
3. BEST PRACTICE
RECOMMENDATIONS
Included POA POA
 Top level review of:
• User Activity
• Non utilised
functionality
• Overdue items
• Overall productivity
• Health Check Report
Understand ROI
 Deep dive analysis
 Tailored review of system
configuration:
• System users, groups,
parameters, DCTS
 Detailed Findings Report
Measure ROI
 Tailored Best practice
Configuration
 Uniform analytics
 Identify training
requirements
 Implementation plans
 Process improvement
through tailored work
instructions, SOPs, process
flows etc.
Maximise ROI

34.  Learn more about EQMS
Optimisation Services:
 Get.eqms.co.uk/system-
optimisation-services
 Talk to your account manager
WHAT NOW?

35. BREAK - LUNCH

36. AGENDA
AM
9.00 - 9.30 Breakfast
9.30 – 9.50
Welcome Presentation
– Robert Oakley
9.50 - 10.00
Global Quality Survey Results 2017
– Michael Ord
10.00 – 10.30 EQMS Insights – Chris Owen
10.30 – 10.45 EQMS Roadmap – Rob Needham
10.45 – 11.00 Tea and coffee break – Video Testimonials
11.00 - 11.30 EQMS Futures– Rob Needham
11.30 - 12.00
Account Management Services – Gemma
Baldan
PM
12.00 – 12.45 Lunch
12.45 – 1.45 Redefining Quality – Oakland Consulting
1.45 – 3.00
Breakout #1: Suppliers, Issues and Audits with
EQMS
– Steven Brown
1.45 – 3.00
Breakout #2: Training, Equipment and Risk with
EQMS
– Phillip Entwise
1.45 – 3.00 Breakout #3: Dashboard, Documents and AddIns.
3.00– 3.30
Round-Robin: Your Suggestions & Ideas
– Chaired by Robert Oakley

37. REDEFINING QUALITY
ACCELERATING CHANGE, PROTECTING REPUTATION AND
REDUCING COSTS
John Oakland
Founder, Managing Director
+113 234 1944
Richard Corderoy
Partner
+113 234 1944

38. Objectives:
 What challenges do you have?
 How can Qualsys help you?
Key considerations:
1. What are your challenges?
2. What functionality would make your job easier?
3. What would help you meet your KPI’s / CPI’s?
Please choose either:
1) Supplier, Issues and Audits – Steve Brown
2) Training, Risks and Equipment – Phil Entwise
3) Documents, Dashboards and AddIns – Simon Wells
BREAKOUT SESSIONS

39. ROUND ROBIN
YOUR SUGGESTIONS AND IDEAS
Robert Oakley
Director

40. Qualsys Team
help@qualsys.co.uk
@QualsysEQMS
Tel: +44 114 282 3338
www.twitter.com/qualsyseqms
www.youtube.com/QualsysLtd
www.linkedin.com/company/qualsys-ltd
compliance.eqms.co.uk/blog