Inventory Management: Cost-Saving Tips for the Educational Environment

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A peer inventory specialist shares proven methods for developing and implementing an efficient inventory management program. You’ll learn how more accurately tracking and managing your inventory can help you save money and time, as well as improve the educational environment.

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Inventory Management: Cost-Saving Tips for the Educational Environment

  1. 1. Facility Masters Webcast Series This series is made possible by: Inventory Management: Cost Saving Tips for the Educational Environment Tuesday, January 15th 12 Noon Eastern time To dial into the webcast audio from your phone: 1-800-272-9104This seminar is This series is made endorsed by possible by
  2. 2. Facility Masters Webcast Series This series is made possible by: Structure of Today’s Seminar• We must mute phones to prevent excessive noise• We will monitor the chat• When you leave the webinar: • A survey appears for your feedback • Tell us what info you want • Download a certificate of attendance A recording of today’s webcast and presentation will be available online tomorrow at www.facilitymastersonline.com/webcasts
  3. 3. Facility Masters Webcast Series This series is made possible by:Connect with Facility Masters• Join our 700+ member Listservjoin-facilitymasters@talk.netatlantic.com• Become a fan on Facebookwww.facebook.com/facilitymasters• Follow us on Twitterwww.twitter.com/facilitymasters – Today’s Hashtags: #Inventory #FMWebcast• Follow us on LinkedInwww.linkedin.com/company/facility-masters• View our online resource librarywww.FacilityMastersOnline.com
  4. 4. Facility Masters Webcast Series This series is made possible by:Today’s Speakers Roger Young FacilityMastersOnline.com Kenneth Braeutigam Russellville Public Schools, AR Matt Lightner SchoolDude.com
  5. 5. Facility Masters Webcast Series This series is made possible by: Endorsements State of New MexicoPublic School Facilities Authority
  6. 6. Facility Masters Webcast Series This series is made possible by:Importance• Track where parts and materials are used• Make better budget decisions• Prevent overstocking• Checks and balances• Ongoing review of items on hand• More efficiency
  7. 7. Facility Masters Webcast Series This series is made possible by: Managing Inventory Kenneth Braeutigam
  8. 8. Facility Masters Webcast Series This series is made possible by: – 10 Campuses – 1.4 M Square Feet of Building Space – 180 Acres of grounds – 5,000 Students – One Central Warehouse
  9. 9. Facility Masters Webcast Series This series is made possible by:Issues and Goals• Get in Control of Inventory – Large inventory of some items – Not enough of other items – Standardization – Knowing where the supplies were being used – More control of purchasing
  10. 10. Facility Masters Webcast Series This series is made possible by:Issues and Goals• Leverage Technology – Utilize technology across the board • HVAC, MD, PMD • Become more efficient • Natural process• Obstacles / Challenges – Organizing and cataloging what was in stock • Maintenance, Custodial, Food Service, Tools
  11. 11. Facility Masters Webcast Series This series is made possible by:Evaluating Inventory Software• Factors – Web based system – Already using MD and PMD – 100% Satisfied – Seamless integration with MD and PMD – Central Inventory and School Location Pools – Client support
  12. 12. Facility Masters Webcast Series This series is made possible by:Evaluating Inventory Software• Getting Support – School Business Official important – Online demonstration – Identified the issues – Projected the benefits – Built upon a business relationship that was superb
  13. 13. Facility Masters Webcast Series This series is made possible by: Program Implementation• Steps – Create a workable plan – Clean and purge storage space – Organize, count and catalog parts/items on hand – Create an identification system for each item • Use common identifiers • Do not get too technical • Easy to search for items – Enter data into Inventory Direct – Create individual “pools” at each site • Reduce “windshield time”
  14. 14. Facility Masters Webcast Series This series is made possible by:
  15. 15. Facility Masters Webcast Series This series is made possible by:
  16. 16. Facility Masters Webcast Series This series is made possible by: Pool Inventory Set Up
  17. 17. Facility Masters Webcast Series This series is made possible by: Inventory System Features
  18. 18. Facility Masters Webcast Series This series is made possible by:
  19. 19. Facility Masters Webcast Series This series is made possible by: In the catalog we can search by “keyword” or by category
  20. 20. Facility Masters Webcast Series This series is made possible by:
  21. 21. Facility Masters Webcast Series This series is made possible by:
  22. 22. Facility Masters Webcast Series This series is made possible by:
  23. 23. Facility Masters Webcast Series This series is made possible by:
  24. 24. Facility Masters Webcast Series This series is made possible by:
  25. 25. Facility Masters Webcast Series This series is made possible by:
  26. 26. Facility Masters Webcast Series This series is made possible by:
  27. 27. Facility Masters Webcast Series This series is made possible by:
  28. 28. Facility Masters Webcast Series This series is made possible by: Relating Inventory System To Work Order System
  29. 29. Facility Masters Webcast Series This series is made possible by:
  30. 30. Facility Masters Webcast Series This series is made possible by:
  31. 31. Facility Masters Webcast Series This series is made possible by:Key Benefits• Inventory is being Managed – Know how the inventory is being used • Related to work orders – Control purchasing • When and what to order – Know what is in inventory • Cost and location – Find the inventory items quicker – More efficient
  32. 32. Facility Masters Webcast Series This series is made possible by:Recommendations• Utilize a web based inventory system – Access 27/7 from anywhere• Integrated with work order system – Easy to populate the work order• Create logical inventory catalog system – Easy to search, consistent, generic,• Include staff in the process• Focus on communication and training• Select a business partner that is trusted
  33. 33. Facility Masters Webcast Series This series is made possible by: Tips to Inventory Control Using SchoolDude to track and analyze information Matt Lightner SchoolDude.com
  34. 34. Facility Masters Webcast Series This series is made possible by:InventoryDirect• Inventory of supplies and equipment – Consumable items such as custodial, mechanical, tools, instructional, and food services• Helps to insure that supplies are on hand to manage work order requests – Reactive and preventative maintenance
  35. 35. Facility Masters Webcast Series This series is made possible by:MaintenanceDirect• Automates workflow process• Report issues quickly / track progress• Documents inventory and equipment used to complete work order requests – Such as filters, light bulbs, chemicals, cleaning supplies, etc…
  36. 36. Facility Masters Webcast Series This series is made possible by: Details of the work requestDocumentation of Inventory Transactions
  37. 37. Facility Masters Webcast Series This series is made possible by:PMDirect• Identifies the inspection process and work to be undertaken – proactive• Documents regular task and procedure inspection processes• Helps manage inventory and tools used during the inspection process
  38. 38. Facility Masters Webcast Series This series is made possible by: Proactive: Recurring Scheduling-Establish ascheduled series ofinspections
  39. 39. Facility Masters Webcast Series This series is made possible by:PM Schedule & Inventory to be Used
  40. 40. Facility Masters Webcast Series This series is made possible by: What can SchoolDude do for me?• Utilize a web-based inventory system – Access anytime and anywhere• Document inventory used for all tasks completed – Reactive and proactive work• Generate quick, accessible inventory reports for administration
  41. 41. Download this presentation, resources, and more at: www.FacilityMastersOnline.com/webcasts www.schooldude.com/resources www.myschooldude.comContact Resources Roger Young, roger@FacilityMastersOnline.com Kenneth Braeutigam, kenneth.braeutigam@russellvilleschools.net To learn more: salesrequest@schooldude.com Matt Lightner Current clients: support@schooldude.com SchoolDude.com mlightner@schooldude.com

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