Stacy Clark, MBA, Fleet SME




              Stacy Clark 2011
Asset Lifecycle
               Buy



Liquidate                         Fuel




      Refurb              Maintain


               Stacy Clark 2011
Total Cost of Ownership (TCO)



                                 Depreciation
                                 Fuel
                                 Maintenance




              Stacy Clark 2011
How do I manage and optimize my TCO?



              Purchasing




       Fuel                   Maintenance




               Stacy Clark 2011
Purchasing Excellence
Key to Success:                                      Considerations:
                                                     •Data Driven Decision
Establish a data
                                                     •Light Duty – Shorter
driven asset                                         •Med/Heavy Duty – Mid
holding period that                                  •Specialized – Longer
can be supported         Vendor                      •Competitive Bid (RFQ)
                       Management                    •Own vs. Lease
by CAPEX and
                                                     •Green Strategy (AFV’s)
OPEX.                                                •Refurbishment strategy
                                                     •Competitive/Timely
                                                     Remarketing



             Specification                Residual
             Optimization                  Value




                             Stacy Clark 2011
Fuel Excellence
Key to Success:                                     Considerations:
Evaluate Internal                                   •Fuel Cards, Bulk, Mobile or a
                                                    combination
versus External
                                                    •Green Strategy (Alt Fuel)
strategies to                                       •Driver Training
provide the                 Sourcing                •Accountability via Telematics
                            Strategy                •MPG & Idle Tracking
balance between                                     •Inventory Management
price, flexibility                                  •Reporting (IFTA,
and report                                          Location/Driver Perf)
automation.
                                           Driver
                  Asset
                                         Training &
                 Strategy
                                        Accountability




                               Stacy Clark 2011
Maintenance Excellence
                                                   Considerations:
Key to Success:                                    •Operator Coordination
                                                   •Operator Inspections
Align
                                                   •Timely/Thorough PM’s
maintenance                                        •Rework/Breakdowns %
programs to       Communication                    •Parts sourcing/stocking
                                                   strategy
holding period
                                                   •Corrective Maint Strategy
strategy.                                          •DOT Safety




             Quality                      Safety




                       Stacy Clark 2011
How can we help?




       Stacy Clark 2011
TCO/Synergy Baseline
   Baseline
     Evaluate TCO data – CAPEX and OPEX
     Benchmark TCO data – CPM, CPH and CPA
     Evaluate current holding period by asset type –
      Light, Medium, Heavy and Specialty
     Evaluate current fueling strategies – External (Fuel
      Cards & Mobile) and/or Internal (Bulk Tanks)
     Evaluate current maintenance program alignment
      with current holding period – PM Interval, PM Type,
      CM Rationalization and overall quality


                           Stacy Clark 2011
TCO-Purchasing Component

   Purchasing
     Evaluate vendor/bid solicitation strategies
      and results
     Evaluate core asset specifications and how
      they drive cost, reliability and remarketability
     Evaluate current green/AFV strategies
     Evaluate liquidation strategies/returns




                          Stacy Clark 2011
TCO-Fuel Component
   Fuel
     Evaluate current fueling strategy
     Evaluate current pricing, flexibility and
      reporting
     Evaluate green/AFV opportunities
     Evaluate current results to include MPG, idle
      and inventory accuracy
     Evaluate driver training/accountability
      opportunities


                          Stacy Clark 2011
TCO-Maintenance Component
   Maintenance
     Evaluate current maintenance strategy
     Evaluate current communication/scheduling
      process and service levels
     Evaluate quality of current maintenance via
      hands on inspections and rework/breakdown
      data points
     Evaluate current parts sourcing/stocking
      strategies
     Evaluate current asset safety

                        Stacy Clark 2011
TCO-Summary and Implementation
   Summary Document
     Provide executive summary of findings backed by
      detailed executable recommendations to favorably
      improve TCO

   Implementation/Change Management Asst.
     Provide assistance with the implementation of
      Purchasing, Fuel and/or Maintenance Excellence
      recommendations
     Establish game plan, initiatives for performance and
      process improvement opportunities
     Assist in the transformation of the organizational
      culture regarding all facets of asset optimization
     Institute improved data tracking & metrics to ensure
      ongoing situation awareness and favorable trends


                            Stacy Clark 2011
Questions?




    Stacy Clark 2011

Asset management proposal

  • 1.
    Stacy Clark, MBA,Fleet SME Stacy Clark 2011
  • 2.
    Asset Lifecycle Buy Liquidate Fuel Refurb Maintain Stacy Clark 2011
  • 3.
    Total Cost ofOwnership (TCO) Depreciation Fuel Maintenance Stacy Clark 2011
  • 4.
    How do Imanage and optimize my TCO? Purchasing Fuel Maintenance Stacy Clark 2011
  • 5.
    Purchasing Excellence Key toSuccess: Considerations: •Data Driven Decision Establish a data •Light Duty – Shorter driven asset •Med/Heavy Duty – Mid holding period that •Specialized – Longer can be supported Vendor •Competitive Bid (RFQ) Management •Own vs. Lease by CAPEX and •Green Strategy (AFV’s) OPEX. •Refurbishment strategy •Competitive/Timely Remarketing Specification Residual Optimization Value Stacy Clark 2011
  • 6.
    Fuel Excellence Key toSuccess: Considerations: Evaluate Internal •Fuel Cards, Bulk, Mobile or a combination versus External •Green Strategy (Alt Fuel) strategies to •Driver Training provide the Sourcing •Accountability via Telematics Strategy •MPG & Idle Tracking balance between •Inventory Management price, flexibility •Reporting (IFTA, and report Location/Driver Perf) automation. Driver Asset Training & Strategy Accountability Stacy Clark 2011
  • 7.
    Maintenance Excellence Considerations: Key to Success: •Operator Coordination •Operator Inspections Align •Timely/Thorough PM’s maintenance •Rework/Breakdowns % programs to Communication •Parts sourcing/stocking strategy holding period •Corrective Maint Strategy strategy. •DOT Safety Quality Safety Stacy Clark 2011
  • 8.
    How can wehelp? Stacy Clark 2011
  • 9.
    TCO/Synergy Baseline  Baseline  Evaluate TCO data – CAPEX and OPEX  Benchmark TCO data – CPM, CPH and CPA  Evaluate current holding period by asset type – Light, Medium, Heavy and Specialty  Evaluate current fueling strategies – External (Fuel Cards & Mobile) and/or Internal (Bulk Tanks)  Evaluate current maintenance program alignment with current holding period – PM Interval, PM Type, CM Rationalization and overall quality Stacy Clark 2011
  • 10.
    TCO-Purchasing Component  Purchasing  Evaluate vendor/bid solicitation strategies and results  Evaluate core asset specifications and how they drive cost, reliability and remarketability  Evaluate current green/AFV strategies  Evaluate liquidation strategies/returns Stacy Clark 2011
  • 11.
    TCO-Fuel Component  Fuel  Evaluate current fueling strategy  Evaluate current pricing, flexibility and reporting  Evaluate green/AFV opportunities  Evaluate current results to include MPG, idle and inventory accuracy  Evaluate driver training/accountability opportunities Stacy Clark 2011
  • 12.
    TCO-Maintenance Component  Maintenance  Evaluate current maintenance strategy  Evaluate current communication/scheduling process and service levels  Evaluate quality of current maintenance via hands on inspections and rework/breakdown data points  Evaluate current parts sourcing/stocking strategies  Evaluate current asset safety Stacy Clark 2011
  • 13.
    TCO-Summary and Implementation  Summary Document  Provide executive summary of findings backed by detailed executable recommendations to favorably improve TCO  Implementation/Change Management Asst.  Provide assistance with the implementation of Purchasing, Fuel and/or Maintenance Excellence recommendations  Establish game plan, initiatives for performance and process improvement opportunities  Assist in the transformation of the organizational culture regarding all facets of asset optimization  Institute improved data tracking & metrics to ensure ongoing situation awareness and favorable trends Stacy Clark 2011
  • 14.
    Questions? Stacy Clark 2011