Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
Customer On Boarding Process for
the eQuip! to Enterprise Asset
Management Software
E-ISG Asset Intelligence (www.e-isg.co...
What Is Customer On Boarding
Work with new customers of the eQuip! asset management
software to set up the structure for t...
The Customer On Boarding
Process with E-ISG
 Structured, staged approach
 Guided by E-ISG Customer Support
 On average ...
Structured, Staged Approach
1 .
Pr o v i s i o n
/ D a t a s e t
u p
2 . I m p o r t
l e g a c y
d a t a
3 . B a s i c
w o...
Set Up Structure for Asset Data
W h e r e : H i e r a r c h i c a l
s t r u c t u r e t o i d e n t i f y
u n i q u e l o ...
Activate Workflows/Tools to
Support 6 Business processes
Processes Descriptions
1. Record This process covers the activity...
Configurations – Based on Written
Document from Customer
 Workflow rules
 Reports
 KPIs
 Data feeds from other systems...
What E-ISG Needs from our
Customers
 Agree on a clear scope in the beginning
 Provide prompt answers on data structure, ...
What E-ISG is Committed to
 Provide guidance on best practices
 Deliver the agreed outcome on time
 Manage the project ...
Upcoming SlideShare
Loading in …5
×
Upcoming SlideShare
5 Process Failures in Managing Government Property
Next
Download to read offline and view in fullscreen.

0

Share

Download to read offline

Structured and Staged process for migrating to eQuip! Asset Management tool

Download to read offline

The process for migrating to the eQuip! asset management is structured and staged, so users don't feel overwhelmed while they align their business processes and gather their asset data for the on boarding process

Related Books

Free with a 30 day trial from Scribd

See all
  • Be the first to like this

Structured and Staged process for migrating to eQuip! Asset Management tool

  1. 1. Customer On Boarding Process for the eQuip! to Enterprise Asset Management Software E-ISG Asset Intelligence (www.e-isg.com) October, 2016
  2. 2. What Is Customer On Boarding Work with new customers of the eQuip! asset management software to set up the structure for their asset data and import legacy data, so the customers can start using the standard workflows and tools built in the eQuip! software to manage physical assets
  3. 3. The Customer On Boarding Process with E-ISG  Structured, staged approach  Guided by E-ISG Customer Support  On average 4-6 weeks, longer for larger projects  Beginning, middle, and end point customer surveys to align expectation and address any issues
  4. 4. Structured, Staged Approach 1 . Pr o v i s i o n / D a t a s e t u p 2 . I m p o r t l e g a c y d a t a 3 . B a s i c w o r k f l o w s / t o o l s 4 . A d m i n f u n c t i o n s 5 . C u s t o m i z e r e p o r t s / t e m p l a t e s 6 . Re v i e w / C o m p l e t e / G o L i v e
  5. 5. Set Up Structure for Asset Data W h e r e : H i e r a r c h i c a l s t r u c t u r e t o i d e n t i f y u n i q u e l o c a t i o n W h a t : C a t e g o r i c a l s t r u c t u r e t o c l a s s i f y a s s e t W h o : L i n k Pe o p l e t o G e o g r a p h i c l o c a t i o n s I m p o r t Te m p l a t e f o r i m p o r t i n g l e g a c y d a t a a n d b a t c h i m p o r t
  6. 6. Activate Workflows/Tools to Support 6 Business processes Processes Descriptions 1. Record This process covers the activity of verifying, recording and reporting receipt of assets (equipment, supplies and material). We do not record defective assets that do not pass verification. 1. Use This process covers the activity of transferring and reserving assets, combining different assets into kits, assigning assets to people, and building components into assembled products. 1. Maintain This process covers the activity of repairing, calibration, preventative maintenance, or Return Material Authorization (RMA). 1. Audit The process covers the activity of verifying the location and exact count of the assets. 1. Report This process covers the generation of reports about the management of assets to support the 10 outcomes. 1. Dispose This process covers the disposition and retirement of assets at the end of asset life.
  7. 7. Configurations – Based on Written Document from Customer  Workflow rules  Reports  KPIs  Data feeds from other systems (e.g. procurement, auto discovery tools, ERP)
  8. 8. What E-ISG Needs from our Customers  Agree on a clear scope in the beginning  Provide prompt answers on data structure, business processes and requests for documentation  Attend user training and admin training in a timely manner  Respond to customer surveys in a timely manner  Support testing/validation before Go Live
  9. 9. What E-ISG is Committed to  Provide guidance on best practices  Deliver the agreed outcome on time  Manage the project within scope  Suggest external resources for help, such as inventory audit, business process design, compliance support tax and audit preparation

The process for migrating to the eQuip! asset management is structured and staged, so users don't feel overwhelmed while they align their business processes and gather their asset data for the on boarding process

Views

Total views

1,609

On Slideshare

0

From embeds

0

Number of embeds

1,148

Actions

Downloads

5

Shares

0

Comments

0

Likes

0

×