2013 NPMA Spring Conference Value Through Professional Asset Management Considerations in Developing...
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Transcript of 2013 NPMA Spring Conference Value Through Professional Asset Management Considerations in Developing...
2013 NPMA Spring ConferenceValue Through Professional Asset Management
Considerations in Developing a Property Management System
2013 NPMA Spring ConferenceValue Through Professional Asset Management
Gary Quinn, CPPMUniversity of Texas Southwestern Medical CenterDallas, Texas
Bob Mahaney, CPPSMD Anderson Cancer Center, Houston, Texas
Dave Routzahn, CPPA
Dave implementing a new system
2013 NPMA Spring ConferenceValue Through Professional Asset Management
What does the system need to integrate with?• Procurement?• Accounting?• Accounts Payable?• General Ledger?• Receiving?• Project Costing?• Security Systems?
Considerations during the Development Phase
2013 NPMA Spring ConferenceValue Through Professional Asset Management
Are you meeting with these groups on a regular basis?• Procurement• Accounting• Accounts Payable• General Ledger• Receiving• Project Costing• Information Resources
Considerations during the Development Phase
2013 NPMA Spring ConferenceValue Through Professional Asset Management
Data Fields• Is every data field you need covered, editable, update
process?• Are any data fields dependent/tied to another data field
– if so, does that meet your business model?• Is each data field the correct format and bit length you
desire?
Considerations during the Development Phase
2013 NPMA Spring ConferenceValue Through Professional Asset Management
Will the system maintain the physical inventory record?• How does the inventory date get updated?• Scan and validate and update?• Manual update?• Automated update based upon actions (transfer,
locations change, custodian assignment, etc.) Who has access to make these updates?
Considerations during the Development Phase
2013 NPMA Spring ConferenceValue Through Professional Asset Management
Will the system maintain the physical inventory record? (continued)• Does the delivered physical inventory process work for
your institution? Will you need third party software to make it
function?
Considerations during the Development Phase
2013 NPMA Spring ConferenceValue Through Professional Asset Management
How do new assets get entered into the system?• Added through fully integrated processes?• Totally manual process of entering all data?• Combination?• When do they get entered into the system?
Considerations during the Development Phase
2013 NPMA Spring ConferenceValue Through Professional Asset Management
Does the delivered asset record meet the information requirements of the institution’s stakeholders?• Is the data supplied via integration with other modules?• Will you have to manually enter additional information
for a complete asset record?
Considerations during the Development Phase
2013 NPMA Spring ConferenceValue Through Professional Asset Management
How does the system calculate depreciation?• What does the system consider prior period
depreciation? Previous fiscal year or month? Or both?
Considerations during the Development Phase
2013 NPMA Spring ConferenceValue Through Professional Asset Management
Will converted assets retain their original asset number?
Will open purchase orders be converted or re-entered?• What is the impact on the AM system and depreciation?• Will it muddy the waters for asset additions?
Considerations during the Development Phase
2013 NPMA Spring ConferenceValue Through Professional Asset Management
How are locations (room numbers) managed?• Are they validated before added to location table?• Are they validated before assigning to an asset?• Who controls the addition and deletion of locations?
Considerations during the Development Phase
2013 NPMA Spring ConferenceValue Through Professional Asset Management
How are asset status changes handled in the system?• Disposals – Does the delivered system provide the level
of disposal method detail you require?• Trade-ins – How are those handled?• Calculation of gain or loss?• Additions – How are enhancements handled?
Considerations during the Development Phase
2013 NPMA Spring ConferenceValue Through Professional Asset Management
Processes and Procedures?• Who is in charge? (You or the new system)• When do you change your process versus require a
system modification?• Who has authority to initiate and approve system
modifications?
Considerations during the Development Phase
2013 NPMA Spring ConferenceValue Through Professional Asset Management
Considerations during the Development Phase
Workarounds: A truly arduous, time consuming, manual process that provides the transaction results you expected to be a delivered feature of your new “State of the Art” asset management system that per the vendor is “working as designed.”
Bob Mahaney
2013 NPMA Spring ConferenceValue Through Professional Asset Management
System Access• Who has access to update/modify asset records? • Who has access to view asset information?• Will security and access to the system be by application,
system, record, department or field?
Considerations during the Development Phase
2013 NPMA Spring ConferenceValue Through Professional Asset Management
Project Management• Internal with organization staff or outside consultants? • Who makes modifications and the decisions there of?
Considerations during the Development Phase
2013 NPMA Spring ConferenceValue Through Professional Asset Management
Last but certainly not least.
Don’t believe everything or almost anything your consultant says is standard practice.• Make them prove it.• It may only been standard at their last (or only) project.
Considerations during the Development Phase
2013 NPMA Spring ConferenceValue Through Professional Asset Management
Last but certainly not least.
Try to go with the strengths of the new software system.• Leave “We’ve always done it this way.” out of the
design.
Considerations during the Development Phase
2013 NPMA Spring ConferenceValue Through Professional Asset Management
Last but certainly not least.
Manage end user expectations on the front end since it is likely data, screens, and reports will not look like the legacy system.
Considerations during the Development Phase