www.exordia.co.za One solution, countless benefits exsam
New generation strategic asset management PwC s exsam is built to empower the strategic management of diverse assets. 2 exsam One solution, countless benefits
exsam One solution for managing all assets The modular approach facilitates a cost effective, need driven, role tailored deployment approach. Agile deployment is now possible taking into account your strategic imperatives, delivering a significant ROI. Comprehensive Integrated Strategic exsam is a comprehensive strategic asset management solution which gives companies of all natures and sizes the power to manage, monitor and control all of their assets and their unique attributes with one solution. exsam streamlines and optimizes the management of all asset types; from complex mission critical equipment, movable equipment, facilities and plants, to people, livestock, entire mines, vehicles, IT assets, contracts, and fixed machinery. With exsam there s no need to deploy and manage different solutions to manage assets with unique attributes. Regardless of what a business s priorities or asset mix are, exsam keeps it together. Developed by PwC s Exordia, the solution is backed by strong brand support worldwide. It leverages cutting edge technologies including the robust Microsoft Dynamics AX architecture on a Microsoft Dynamics SQL server platform as part of the Microsoft Dynamic Enterprise Suite. Business reporting, business intelligence and content management are delivered via SQL Reporting Services, SharePoint and other associated Microsoft technologies. exsam has sub-modules for mobile device integration (exmobi) and business process management (exflow). As a standalone solution, or within the context of Microsoft Dynamics AX, exsam provides a comprehensive eco-system of a company s assets, enabling them to apply best practice and ensure compliance in the management of all assets. exsam One solution, countless benefits 3
exsam includes modules for: Equipment management and tracking Human resources Maintenance management Failure management Warranty management Contracts management Fleet management Incident management Facilities management Inventory management OHSE (Operational, health, safety and environmental) Mobile integration Business process management Client Specific Rules & Workflows exsam - Fleet exsam - Mine exsam Public Sector exsam Facilities exsam Verticals Configuration Object Structure Event Template Organisation Policy Permit Permit Definition Permit Register Permit Notification Warranty Warranty Definition Warranty Register Warranty Notification Operation Ops Work Packs Ops Job Cards Time / Resource Feedback & Billing External Interfaces Mobile Device Scada Device BPM Specifics Equipment Register Facility Register Personnel/Contractor/ Driver Register Incident Incident Register Incident Investigation Incident Resolution Execution Work Packs Job Cards Time/Resource Feedback & Billing Contract Master Contract Specific Contracts Contract Billing Failure Analysis Register Investigation Defect Analysis exsam Finance Trade Inventory/Stock Projects Manufacturing Human Resource Dynamics AX 4 exsam One solution, countless benefits
The PwC Exordia SAM Matrix Our philosophy for addressing asset diversity Unified Agile Encompassing The philosophy behind exsam was to build a generic asset model which can be used to manage all asset types such as equipment, facilities, personnel, plant, mine, etc. This model is then personified by asset type and industry: Philosophy Behind exsam Execution Operation Object (Asset Group) Specific (Asset) Maintenance Contract Structure Structure OHSE Structure Object Characteristics Specific Characteristics Execution Characteristics exsam has various modular and vertical application with seamless integration to Microsoft Dynamics AX exsam is built on the PwC s SAM Matrix our philosophy that all asset types should be managed within one unified architecture. This philosophy is born from extensive market research, our deployment experience in various industries, and benchmarking industry best practices. While integrating the monitoring, management and control of your diverse assets, exsam acknowledges their unique attributes. It facilitates the set-up of specific asset configurations, making it easily customizable to suit individual companies exacting requirements, asset types and industry. Public Sector Facility Asset Type SAM Matrix Industry Fleet Mining Mobile Equipment Facility Plant Moveable Asset Employee Contractor Mine Live Stock IT Equipment.. Providing one-point of access to current and relevant information on the status of all of your assets, exsam is also configurable to provide users with a role-driven, 360 0 view of assets that apply to them. This reduces clutter, speeds up user adoption and increases ease-ofmanagement for dramatically enhanced productivity, greater accuracy and detail, and focused business intelligence throughout the asset lifecycle from procurement and onboarding to decommissioning. exsam has numerous modules and vertical applications to suit company-specific rules and workflows. exsam One solution, countless benefits 5
Development and features Tuned into your company s needs User-friendly Easily-integrated Value-adding exsam was developed to support companies specific, complex scenarios and associated requirements. The solution is built for quick deployment, seamless integration with other systems such as Microsoft Dynamics ERP, and complete ease-of-use. exsam was built to fully utilise the technologies of Microsoft by exploiting the Microsoft Dynamics AX development framework, SQL database functionalities, SRS reporting services, BI, Power Pivots and Microsoft Office. It s a user-friendly solution, with graphical interface and portal support that provides intuitive business process implementation. The solution boasts comprehensive features for the strategic and effective management of your assets some of these features are to: define asset groups and classes; define asset group characteristics; configure asset characteristics for the diversity of assets at work in your organization, from people and livestock to movable equipment, facilities and plants; build asset group structure templates and asset specific structures the solution allows for simple and complex asset structures and hierarchies; build best practice templates for contracts, operations, maintenance and OHSE; manage user-owned, customer-owned and loaned infrastructure and equipment; see the status of assets at all times, including uptime, downtime, contract allocation and more; track the full history of assets including all events relating to that asset, from commissioning to decommissioning; assess the profitability, revenue and cost streams associated with company assets manage billing; manage company rules and workflows; integrate human resources and finance; plan and execute contracts, and integrate projects. There is seamless integration and data sharing between the various Microsoft Dynamics AX sub-modules. Users can work and switch between Dynamics AX and exsam This feature enables training and rapid user adoption. 6 exsam One solution, countless benefits
Header: Modular and Vertical application Configurable for your industry User-friendly Easily-integrated Value-adding From a modular perspective, any of the following sub-modules can be deployed in your organisation. These modules can function independently, but can also be integrated should multiple modules be installed: Maintenance Operations Contracts OHSE Warranties Failures Permits For all the generic objects and asset module must be deployed. From a vertical perspective the product is enhanced to have extended functionality in specific industries such as; Fleet Management, MRO, Mining, Public Sector and Facility Management. Fleet Management: exsam manages the complexity of the fleet asset ownership. It minimises the risk of ownership and at the same time improves operational efficiency through its modular deployment approach. exsam manages the complete cycle from acquisition to disposal based on predictable information on cost information, maintenance, utilization and asset age. Mining: exsam for mining is built taking into consideration the rugged and complex conditions under which assets have to operate in the mining environment. Its detailed maintenance, combined with its SHEQ modules, further support mining specific requirements, ensuring maximum uptime of strategic operational assets. Public Sector: Recognised as one of the most diverse asset environments, the Public Sector is continuously challenged with ever shrinking budgets, and increasing demands placed on existing assets. exsam s single platform and ability to manage asset diversity and complex asset attributes is ideally positioned for this sector. exsam One solution, countless benefits 7
MRO: Integrating people, skills and assets has always presented its own unique challenges. exsam single solution and comprehensive integration into the Microsoft Dynamics AX provides MRO organisations a comprehensive basis to deliver on operational imperatives. The exflow business process further compliments this solution with its ability to rapidly deploy processes across the organisation to enhance operation efficiency. Facility Management: Today s facility managers need to operate on a strategic-tactical and operational level. There is an increasing demand to integrate human resources, fixed assets, technology and customers. exsam provides this platform to facility managers. With rich business reporting mechanisms, information is now readily available to the Facility Manager and delivering on an optimal, café and cost efficient environment for customers to function in is now possible with exsam. 8 exsam One solution, countless benefits
exsam fills the gap Supporting complex business scenarios Innovative Flexible scalable exsam empowers mobility exmobi takes your business processes beyond the desktop by mobilizing your workforce quickly and easily while allowing you better visibility and higher responsiveness. Our integrated mobile capacity is a flexible software suite that enables your business to rapidly create and deploy work to field workers while mobilizing your workforce quickly and easily. You can design mobile work and forms and route tasks to field workers handheld devices. You can define outcomes, tasks and resolutions based on mobile data to streamline operations, improve responsiveness and save costs. Work is carried out in the field using handheld devices with pre-defined work routes and business forms and information is sent back to a central reporting environment in near real-time. Information is standardized, accurate and captured only once in a paperless environment. Business rules and workflows are automated to streamline operations and detailed collaborative reports are available when you need them, with the answers you need. How does exmobi support SAM exmobi allows owners and operators to streamline operations and provides them with the real information they need to manage more effectively: Scheduled maintenance job cards Managers assign scheduled maintenance jobs to artisans and they receive a prioritised list of jobs on their mobile devices before they start a shift. Routes are optimised, instructions are clear and managers know when a job was started and completed, how long it took to get to the next job, and how well the artisans perform. Maintenance work sheets As part of maintenance job cards, a standard work sheet on the handheld device tells the artisan exactly what to do and in what order, standardising the way work is done and serving as a reference, should the artisan be new or a bit rusty. Time stamps are recorded as the artisan progresses, allowing managers to measure the time it takes to perform maintenance down to the level of individual tasks, e.g. changing an oil filter. This, in conjunction with the equipment data, becomes really valuable information and managers can start measuring performance on team and individual level and manage inefficiencies. Equipment inspections Before operating any machine, the operator has to complete a visual inspection and record the findings on the handheld device. Built-in intelligence tells the operator not to operate the vehicle if certain check points failed, and preventative maintenance can be done to avoid major breakdowns. By using the handheld device s built-in camera, photographs of problems can be taken. exsam One solution, countless benefits 9
Enables agile business process management exflow Business Process Management Supports complex process environment across multiple solutions Agile Adaptive Complete exflow is the PwC s Exordia enterprise Business Process Management solution. The optional deployment of exflow enables users to manage complex business process requirements across multiple business platforms. One of the key objectives of the exflow solution is to increase the advantage that the unique processes in an organization contribute in a competitive business environment. Implementing exflow does not only deliver operational excellence, but it also aligns with the strategic objectives of the business. The composition of the team that is responsible for the deployment of such a solution typically leads to different priorities and sometimes different computing needs exflow extends the functionality of exsam in complex process environments providing the platform to work across multiple business solution silos. To further support our development philosophy, exflow comes with a variety of out-of-thebox templates to enhance the often complex environment of Strategic Asset Management through the complete SAM lifecycle. Some of these are: procurement; onboarding and offboarding of assets; purchase order; SHEQ; equipment inspections; safe declarations; task management; incident management; tender management, and contract registration. Limited Control Employees and Managers access and perform work Executives build processes, get reports, manage processes Partners and Customers work as part of the processes IT Department administer and manage the platform People Preventative Controls exflow : connects people to processes, data, and activities across geographical boundaries Web Based adapts as business requirements change works the way the business works be maintained by non-programmers is the responsibility of the process owner Process Detective Controls Email, Faxes Databases ERP, CRM, Applications Web Services Workflow Document Management Product 10 exsam One solution, countless benefits
Notes exsam One solution, countless benefits 11
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