Now that you have a fleet management system, what should you do with it?

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1 Now that you have a fleet management system, what should you do with it? By Brad Kelley

2 Overview Typical fleet system use Understanding where your data lives Reporting Key Performance Indicators (KPI) Interfaces

3 Typical fleet system use

4 Typical Fleet System Wired Wireless

5 Typical Fleet System Environment System use limited to fleet operation 1 3 power users Two interfaces (i.e. fuel and finance systems) 5 10 key reports used routinely Batch processing of technician time Several manual forms still utilized Training and modules limited to what was rolled out during the initial implementation

routinely Batch processing of technician time Several manual forms still

6 Typical Fleet System Use Modules Used Work orders Work pending Parts management Fuel management General reports PM Modules Not Used Motor pool Bar coding Part cross referencing Technician labor Warranty Tire tracking Accounting Scheduling and planning Management reports

Used Motor pool Bar coding Part cross referencing Technician labor

7 Common Technical Issues No policy and procedure manual to define system use No disaster recovery plan Un-tested and validated backup solution One key technical resource central point of failure No testing scripts for upgrades No replacement schedule for hardware and software

solution One key technical resource central point of failure No

8 Understanding where your data lives

9 Database Overview Databases are essentially intelligent spreadsheets with the capacity to store mass amounts of related data. Database intelligent features include: Execution of complex queries Multiple user access with controls Views and stored procedures

data. Database intelligent features include: Execution of

10 Spreadsheets Columns Rows Tables

11 Databases Database Tables

12 EHeader Table Columns Rows

13 Data Dictionary

14 Reporting

15 Reporting Standard FMIS Reports 200 < reports Un-customizable Limited parameters and filtering Easy to utilize Limited export features Ad Hoc Reports $300 - $500 ad hoc writing software Additional setup Additional training Extensive customization, parameters and filtering Multiple export features

Reports $300 - $500 ad hoc writing software Additional setup Additional

16 Typical Ad Hoc Reporting Scenario PC

17 Ad Hoc Report Writer

18 Web Report Menu

19 Web Reports

20 Key Performance Indicators (KPI)

21 KPI Dashboard

22 KPI Dashboard

23 KPI Web Reports

24 Interfaces

25 Typical Fleet System Interfaces Fuel card company Internal fuel system Financial system Emergency management system Logistics system Procurement system

26 Additional System Interfaces GPS system RFID active and passive tags Telematics Replacement planning modeling software Electronic equipment manuals OEM time standards databases

27 Summary

28 Summary Continue implementation of system modules and training Mitigate potential technical issues through testing and planning Implement third party tools (e.g ad hoc reporting and fleet replacement planning) to enhance the system Establish key performance measures to provide powerful management views Push data to users and customers Expand use of interfaces to collect additional data and feed other systems

29 Questions Brad Kelley Mercury Associates, Inc. [email protected] Website :

Module 9 Ad Hoc Queries

Module 9 Ad Hoc Queries Objectives Familiarize the User with basic steps necessary to create ad hoc queries using the Data Browser. Topics Ad Hoc Queries Create a Data Browser query Filter data Save a