The document summarizes a presentation on moving to Oracle Maintenance Cloud. It introduces the speakers and provides an agenda covering an overview of Maintenance Cloud, its integration capabilities, functional features, future roadmap, and implementation approach. Details are given on asset management, work order management, inventory, and cost management capabilities in the initial release. The future roadmap envisions expanded functionality, and a phased implementation approach is recommended.

1. Moving to the Maintenance Cloud
APPS17 – 4th December 2017
Speakers:
Ian Monaghan, Claremont
Jay West, EAM Masters

2. Agenda

3. Agenda – Moving to the Maintenance Cloud
• Introductions
• Background to Oracle Maintenance Cloud
• Maintenance Cloud Integration
• Detailed Functional Overview
• Future Product Roadmap
• Implementation Approach
• Questions & Answers

4. Introductions

5. Introductions
Ian Monaghan, Claremont Asset Management Capability Lead
• Worked on Oracle implementations for over 20 years
• Specialised in Oracle Asset Management & Maintenance solution design in
multiple sectors including:
 Manufacturing
 Retail
 Accommodation
 Telecoms
 Local Government
 Equipment Finance
Jay West, President EAM Masters
• Former Global Solution Architect for Oracle eAM at Oracle
• Active member of Oracle eAM Field Advisory Board for 12 years
• Founding Member of the Oracle Maintenance Cloud Strategy Council
• Maintenance Consulting and Systems Implantations for over 20 years
• Recognized Global Expert on:
 Oracle eAM  Oracle Maintenance Cloud

6. About Claremont
Claremont Background
• Founded in 2004 delivering
business transformation to
FTSE350 enterprises using
Oracle technology
• The only Oracle Gold
partner with a focused
Maintenance, Property &
Asset Management
capability
• UK offices in Guildford and
Newcastle
• Circa £10m Annual
Revenues, UK headcount 60
• Focused on helping
customers maximise their
investment in Oracle
technology
Oracle Professional
Services
Claremont are the leading
independent Oracle
specialist in the UK,
dedicated to providing
quality Oracle Services.
Quality and accreditation
Mark Vivian, CEO
Oracle E-Business Database Managed Services

7. About EAM Masters
EAM Masters Background
• Excellent service for 70+
clients in 17 different
countries since 2009
• Oracle Gold partner 9+ years
• Oracle’s Field Advisory Board
for Oracle eAM for 10 years
• Leader in Oracle eAM Cloud
training and services
• Our goal is to help companies
improve maintenance and
reliability outcomes
• We enable full and
productive use of Oracle
Maintenance Cloud & eAM
• We help individuals improve
their knowledge and
performance
Oracle Professional
Services
EAM Masters LLC is the
leading provider of
advanced implementation
and training programs for
Oracle Maintenance Cloud
and Enterprise Asset
Management (Oracle eAM)
We’ve Established the Global Standards of
Excellence for Oracle eAM
Jay West, President
EAM Master Scorecard Oracle eAM Certification

8. Background to
Oracle Maintenance Cloud

9. Value Proposition
• Maximize the Useful, Productive Life of Equipment, Facilities and Infrastructure
• Optimize Capital Investments in Equipment, Facilities and Infrastructure
• Maintain and Improve Production Capacity of Equipment
• Minimize the Total Lifecycle Cost of Equipment, Facilities and Infrastructure
• Ensure Proper Compliance with Regulations for Environment, Safety, etc.
• Improve Quality of Products and Meet Customer Deliveries
• Increase Worker Productivity via Proper Maintenance Planning/Scheduling
• Reduce Overtime via Proper Maintenance Planning/Scheduling
• Reduce Unplanned Downtime via Preventive and Condition-based Maintenance
Why is Maintenance and Asset Management Important?

10. Background to Oracle Maintenance Cloud
• Released in September 2017 as part of Cloud Release 13
• Cloud offering to replace Oracle, JDE and Peoplesoft ‘On-Prem’
maintenance solutions
• Accelerated Product Roadmap
• Multiple Early Adopters
• Extensive early interest from Oracle EAM Customer
community

11. Oracle Maintenance Cloud
Integration

12. Comprehensive Cloud Based Maintenance Solution
Logistics and
Transportation
Management
Manufacturing
Order
Management
Value Chain
Planning
Product
Lifecycle
Management
Costing
and Inventory
Product Master
Data
Management
Procurement
Globalizations and Localizations
Social Mobile
Analytic KPIs
and
Dashboards
Financial
Reporting
Center
Integrations
Maintenance
Management
Maintenance in Oracle Supply Chain Management Cloud

13. Oracle Maintenance Cloud Integration

14. Enterprise Functional Architecture
ASN
**Applications used
by external parties
**3rd Party
Asset or Shipping
Applications
**Custom
Applications
Items
Shipping Transaction
*Material Transactions
Inventory
Management
Installed Base
Enterprise
Contracts
*Finished Products,
*Components
Order
Management
/DOO
Product
Information
Management
Manufacturing
Receiving Purchasing
Drop
Ship POs
*Full Life Cycle Tracked Item Flows only **Web Service and Cloud based import
Shipping
Ship
Request
Shipping
Transaction
Drop Shipments
RMA Receipts
Included Warranties
Service Contracts
Serial & Lot
Numbers
Legend: Web Services
Cloud Import
Maintenance

15. Enabling efficient and productive maintenance operations
RepairPlan Optimize
Manage
Asset Definition
Manage Work
OrdersWork Definition
and Planning
Manage work
areas, work
centers, resources
Work order
costing
Update / complete
Work orders
Analyze Performance
Asset Management Maintenance Cost ManagementInventory
15
Maintenance Cloud: Maintain to Optimize
1

16. Detailed Functional Overview

17. Maintenance Cloud – R13 Capability Summary
Asset Definition
a. Identification
b. Reference Information
c. Parts Lists
d. Location
e. History
Inventory Management
a. Receiving
b. Stock Management
c. Physical Inventory Management
d. Optional Lot and Serial Control
Work Orders
a. Work Definition
b. Parts Lists
c. Resource Requirements
d. Work Dispatch List
e. Material and resource transactions
f. Transaction History
Cost Management
a. Cost by Work Order
b. Configurable cost methods
c. Flexible accounting
d. Cost history and analysis

18. New User Interface – Overview and Benefits
1. More efficient work processes
2. Designed for mobile workers
3. Consistent across devices
4. Designed for ease of use to
increase participation
5. Fewer steps for each user
interaction
6. Relevant summary information
presented to the user for drill
down
New User Interface Enables ….

19. Landing Pages – Simple Navigation
2. Accessible Apps
3. Actionable Icons Click and Go
4. Navigation Bar
a. Home
b. Favorite and Recent Items
c. Watchlist
d. Notifications
e. Accessibility
f. Show Help
1. Status Infolet showing items
requiring immediate
attention
The Goal … find-review-act with just a few clicks
5. Click on the 3 bar in upper
left corner to open
Navigator to everything

20. Landing Pages - Infolets
1. High Level Status Overview
2. Review to identify items
that need your attention
4. One click to review info and
take action …. Like checking
on Top Priority Work Orders
3. Arrange and tailor to meet
each user’s needs

21. UnReleased
Work
Orders
1. Operations
2. Resources Req
3. Hours & Units
4. Material Req
5. Release WO
Draft
Work
Orders
1. Right Asset?
2. Header Info
3. Unrelease WO
Step 1 - Work Identification
Step 2 – Assess & Prioritize
Step 3 - Work Planning
Step 4 – Preventive Maint
Step 5 - Work Scheduling
Step 6 - Work Completion
Work
Definitions
1. Apply a Work
Definition to WO
Completed
Work
Orders
Oracle
Inventory &
Procurement 1. Procure Non-Stock Materials
2. Stage Materials
3. Issue Materials
1. Issue Materials
2. Enter Labor Hrs
3. Final Review
4. Complete WO
Released
Work
Orders
1. Schedule WO
2. Assign WO
Maintenance Cloud – Simple Work Order Process

22. © EAM Masters LLC
Fork Lift #5
1011-Fork Lift #5
Fork Lift #5 Fork Lifts
FORK LIFT, HYSTER, LX1919, #5
Create Work Order
1. Click Task icon and choose
Manage Maintenance Work
Orders
2. Click the + button to create
a new WO
4. Update the Start Date if
necessary
5. Enter Priority
6. Click Save and Edit
3. Enter or search for Asset
and enter WO Type and
Subtype
7. Enter Description
8. Click Details
9. Add Attachments if
necessary
10. Click Operations

23. © EAM Masters LLC
Plan Work Order
11. Click + button to add
operation
12. Enter Operation Name
14. Update Start and
Completion Date if
necessary
15. Enter Description
16. Add attachments if
necessary
13. Choose Work Center
17. Click Ok
18. Click Items to add Materials
19. Click + button
20. Enter Item Number
1011-Fork Lift #51011-Fork Lift #51011-Fork Lift #51011-Fork Lift #5
21. Enter Quantity
22. Enter Required Date if
Necessary

24. © EAM Masters LLC
23. Check On-Hand and add
attachments if necessary
24. Click Ok
26. Click + button
27. Choose Resource Type
28. Enter Total Hours in
Required Usage Field (Usage
Rate Field will auto-fill)
25. Click Resources
29. Update Assigned Units if
necessary
30. Click Ok
31. Click Save or Save and Close
Plan Work Order Cont.
1011-Fork Lift #51011-Fork Lift #51011-Fork Lift #51011-Fork Lift #5

25. © EAM Masters LLC
Fork Lifts
Fork Lift #5
Fork Lifts
Fork Lift #5
Fork Lift #5
Fork Lifts
Execute Work Order
1. Click Task icon and choose
Review Maintenance
Dispatch List
2. Use the Filters to find your
WO
4. Check or Update Quantity
5. Click Save and Close
6. Click Resources Icon to
Charge Labor
3. Click the Items Icon to Issue
Materials
7. Check or Update Quantity
8. Click Save and Close
9. Click Arrow next to WO
10. Click Complete with Details
11. Enter WO Notes
12. Click Save and Close

26. © EAM Masters LLC
Summary – R13 Maintenance Cloud
• R13 provides a solid foundation for
• Defining Detailed Asset Data
• Planning and Processing Work Orders
• Integration with Financials, Inventory and Purchasing
• Maintenance Cloud is designed to be consistent across multiple devices …
include mobile devices
• User Interface is designed to present “actionable information” that can be
addressed with a few clicks
• Detailed process like creating, planning, executing Work Orders steps the user
through each stage of the process.
• Developing good Work Definitions (pre-planned jobs) automates the entire
WO Creation and Planning process.

27. Future Product
Roadmap

28. Future Product Roadmap for Oracle Maintenance Cloud

29. Future Product Roadmap for Oracle Maintenance Cloud

30. © EAM Masters LLC
Maintenance Cloud Transition Strategies
• “Big Bang Approach” – all apps, all at once including Maintenance Cloud
• Example in agriculture and food processing industry
• Example in manufacturing
• “One App at a Time” – roll out Cloud apps as they mature
• Requires building some temporary interfaces
• Example in Power Generation and Transmission
• “Follow the Roadmap” – proactive evaluation of each new release
• Obtain a minimum license of Maintenance Cloud
• Progressive “test” implementation of each Quarterly release
• Mining Example

31. Implementation
Approach

32. © EAM Masters LLC
Maintenance Cloud Implementation
Setup & ConfigurationPlan Work Management
Maintenance Cloud Training Program
Measure & ControlProcess
“Cloud” Monitoring & SupportAssess
System
Checkout
Final
Testing
Maint Score
Prj Plan
Metrics
Process
WO Policy
Detailed Procedures
Test Script
Next Phase of
Improvement
Monitor/Measure
Process & Policy
Taxonomy
How To
Data

33. Questions & Answers
Jay West
President - EAM Masters LLC
+1.205.426.8507
jay.west@eammaster.com
www.eammaster.com
Ian Monaghan
Asset Management Capability Lead,
Claremont
+44 7720 053558
ian.monaghan@claremont.co.uk
www.claremont.co.uk