The document outlines the customer onboarding process for the equip! asset management software by e-isg, which typically lasts 4-6 weeks and involves a structured approach to setup asset data and import legacy information. Key stages include data setup, importation, and activating workflows while ensuring customer expectations are aligned through feedback mechanisms. e-isg stresses the importance of clear project scope, responsiveness from customers, and their commitment to delivering the project on time.

1. Customer On Boarding Process for
the eQuip! to Enterprise Asset
Management Software
E-ISG Asset Intelligence (www.e-isg.com)
October, 2016

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. 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. 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. 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. 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. Configurations – Based on Written
Document from Customer
 Workflow rules
 Reports
 KPIs
 Data feeds from other systems
(e.g. procurement, auto
discovery tools, ERP)

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. 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