Mobile Work Order solutions for high-performance service & maintenance

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Transcript of Mobile Work Order solutions for high-performance service & maintenance

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE © 2013 IFS

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE How IFS Mobile Work Order solutions support the complete needs of service and asset-intensive operations

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JAMES ASHMORE PRINCIPAL BUSINESS SYSTEM ANALYST

[email protected]

© 2013 IFS 4

WHAT IS MOBILE WORK ORDER?

© 2013 IFS

MOBILE WORK ORDER WHAT IS MOBILE WORK ORDER?

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE © 2013 IFS

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Mobile Application for Service & Assets Prescribed

Workflow

100% Offline

Configurable

Device Capabilities

Mobility Built In

MOBILE WORK ORDER

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WHAT IS MOBILE WORK ORDER?

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Work Order Management: Details, Status Updates, Create WO, Signature Capture, History, …

Work Order Features: Operations, Materials, Tools & Facilities, Expenses, Pictures, …

Objects and Measurements: Spare Parts, Technical Data, History, …

Purchasing: Work Order Requisitions and Order Receipts

Questionnaires: Configurable Data Capture and Workflow

MOBILE WORK ORDER WHAT IS MOBILE WORK ORDER?

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WHY MOBILE WORK ORDER?

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MOBILE WORK ORDER

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AEROSPACE & DEFENSE

CONSTRUCTION, CONTRACTING

UTILITIES & TELECOM

OIL & GAS, WIND AND SOLAR

EPCI

SERVICE MANAGEMENT

AFTERMARKET / SERVICE PROVIDERS

ASSET INTENSIVE

TRANSPORT FACILITIES MANAGEMENT

WHAT DOES THE ENGINEER NEED IN THEIR “TOOL BAG” Self-sufficient Optimized UI and workflow Available at all times Make use of device capabilities

WHAT DOES THE BUSINESS NEED FOR THE ENGINEERS Corporate application security & reliability Configure without modifications Wide range of device options Easy roll-out

MOBILE WORK ORDER WHY MOBILE WORK ORDER?

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CONFIGURABILITY & EXTENSIBILITY

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MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE © 2013 IFS

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OPTIONS TODAY

Asset-intensive and field service layouts

Workflow configuration

Data filters

3rd Party integrations

Questionnaires

MOBILE WORK ORDER CONFIGURABILITY & EXTENSIBILITY

ASSET-INTENSIVE AND FIELD SERVICE LAYOUTS

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Field-service UI that is address-centric

Asset-intensive UI that is asset-centric

Configured at system or user level

MOBILE WORK ORDER ASSET AND SERVICE LAYOUTS

MOBILE WORK ORDER

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ASSET AND SERVICE LAYOUTS

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

MOBILE WORK ORDER

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ASSET AND SERVICE LAYOUTS

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

ASSET: Crates

SERVICE: Van

MOBILE WORK ORDER

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ASSET AND SERVICE LAYOUTS

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

MOBILE WORK ORDER

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ASSET AND SERVICE LAYOUTS

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

ASSET: Object, Room & Position

SERVICE: Full Address

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ASSET AND SERVICE LAYOUTS

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

MOBILE WORK ORDER

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ASSET AND SERVICE LAYOUTS

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

ASSET: • “Start” button • No contact

information • Full object details

SERVICE: • “On Site” button • Full contact

information • Minimum object

details

WORKFLOW CONFIGURATION

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CAN CONFIGURE THE FOLLOWING: WO updates and On Route function Customer and technician signatures WO features, such as: materials, expenses, purchase requests, tools & facilities, etc. Additional features, such as: measurements, object info, PO Receipts, WO History etc. Force automatic time report capture Force operation number on time reports to be mandatory Configured at system or user level

MOBILE WORK ORDER WORKFLOW CONFIGURATION

MOBILE WORK ORDER

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

MOBILE WORK ORDER

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

PO Receipt enabled

On Route enabled

WO details in Edit mode and save

enabled

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

MOBILE WORK ORDER

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

PO Receipt disabled

On Route hidden

WO details read-only

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

MOBILE WORK ORDER

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

14 WO Actions

MOBILE WORK ORDER

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

MOBILE WORK ORDER

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

6 WO Actions

MOBILE WORK ORDER

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

MOBILE WORK ORDER

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Operations

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Operations Operations

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Operations Materials

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Operations Materials Materials

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Operations Materials Tools & Facilities

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Operations Materials Tools & Facilities Tools & Facilities

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Operations Materials Tools & Facilities Expenses

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Operations Materials Tools & Facilities Expenses Expenses

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Operations Materials Tools & Facilities Pictures Expenses

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Operations Materials Tools & Facilities Pictures Expenses Pictures

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Operations Materials Tools & Facilities Expenses Pictures Report In Work

Order

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Operations Materials Tools & Facilities Expenses Pictures Report In Work

Order Report In

Work Order

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Operations Materials Tools & Facilities Expenses Pictures Report In

Work Order Engineer Signature

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Operations Materials Tools & Facilities Expenses Pictures Report In

Work Order Engineer Signature

Tools & Facilities, Expenses and Engineer Signature displayed in Workflow

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

MOBILE WORK ORDER

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Operations Operations

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Operations Materials Materials

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Operations Materials Materials Pictures Pictures

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Operations Materials Materials Pictures Pictures Time Time

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Operations Materials Materials Pictures Pictures Time Time Report In Work Order

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WORKFLOW CONFIGURATION

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Operations Materials Materials Pictures Pictures Time Time Report In Work Order

Time displayed in Workflow

Tools & Facilities, Expenses and Engineer Signature not

displayed in Workflow

DATA FILTERS

Dynamically limit mobile data

Applicable to all entities

Configured at system or user level

MOBILE WORK ORDER DATA FILTERS

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DATA FILTERS

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

MOBILE WORK ORDER

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DATA FILTERS

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

All locations displayed for allowed sites

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DATA FILTERS

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

All locations displayed for allowed sites Limited to only 1 location

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DATA FILTERS

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

MOBILE WORK ORDER

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DATA FILTERS

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

All company employees displayed

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DATA FILTERS

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

All company employees displayed

Limited to only team members

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FURTHER EXAMPLES: Pool Work Orders—restrict to “Teams” Part filtering—restrict to parts used by the engineer Object filtering—restrict to objects needed by the engineer Any data entity can be filtered!

MOBILE WORK ORDER DATA FILTERS

THIRD-PARTY INTEGRATIONS

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LAUNCH APPS AND WEB PAGES FROM MOBILE WORK ORDER Parameters passed to the app or web page Transformer app can be used for integration between Mobile Work Order and the app

No code changes required for Mobile Work Order or 3rd party app

Configured at system or user level

MOBILE WORK ORDER 3RD PARTY INTEGRATIONS

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3RD PARTY INTEGRATIONS

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

IFS Touch App “Quick Facts” opened from

Mobile Work Order

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3RD PARTY INTEGRATIONS

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

IFS Touch App “Quick Facts” opened from

Mobile Work Order

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3RD PARTY INTEGRATIONS

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

View child objects, object details, Info Card and connected media (plus any other Quick Facts

search capabilities!)

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FURTHER EXAMPLES: Document management apps Object/part manuals via web browser IFS web portals Customer portals

MOBILE WORK ORDER 3RD PARTY INTEGRATIONS

QUESTIONNAIRES

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ALTER WORKFLOW THROUGH CONFIGURATION, NOT CUSTOMIZATION

Configurable Questions and Dependencies

Questionnaire can be displayed against: Work Order State Changes Work Orders Engineer

Configured at work order, system or user level

MOBILE WORK ORDER QUESTIONNAIRES

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QUESTIONNAIRES

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Yes/No Question Statement Question

Multi-Choice Question

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QUESTIONNAIRES

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

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QUESTIONNAIRES

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Yes/No Question

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QUESTIONNAIRES

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Yes/No Question

Free-Text Question

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QUESTIONNAIRES

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Yes/No Question

Free-Text Question

Yes/No Question

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QUESTIONNAIRES

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Yes/No Question

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QUESTIONNAIRES

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Yes/No Question

MOBILE WORK ORDER

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QUESTIONNAIRES

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Yes/No Question

Yes/No Question

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QUESTIONNAIRES

MOBILE WORK ORDER SOLUTIONS FOR HIGH-PERFORMANCE SERVICE & MAINTENANCE

Yes/No Question

Yes/No Question Questionnaire

done

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FURTHER EXAMPLES:

Risk assessments

NCRs

ETA capture

Customer query into call center

Customer satisfaction survey

MOBILE WORK ORDER QUESTIONNAIRES

ROADMAP FOR 2014

DISCLAIMER STATEMENTS OF POSSIBLE FUTURE FUNCTIONALITY FOR IFS’ SOFTWARE PRODUCTS AND TECHNOLOGY ARE FOR INFORMATION PURPOSES ONLY AND SHOULD NOT BE INTERPRETED AS ANY COMMITMENT OR REPRESENTATION

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ROADMAP FOR 2014

Enhanced Configuration

Configurable forms

Workflow flexibility

Custom fields Electronic

forms

Advanced Extensibility

Integration with specialist 3rd party Apps

Extend Workflow

trigger points

Unified Mobile Architecture

Mobile Work Order and

Touch Apps

On Premise or Cloud

deployment

New Windows 8 Client

Native Client on Windows 8

Android functionality

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HOW DO I GET THE MOBILE WORK ORDER? Available now on IFS Applications 8

HOW DO I GET THE NEW FEATURES? New features delivered incrementally via regular Group Patches Implement now and benefit from new features as released

MOBILE WORK ORDER ROADMAP FOR 2014

QUESTIONS?

THIS DOCUMENT MAY CONTAIN STATEMENTS OF POSSIBLE FUTURE FUNCTIONALITY FOR IFS’S SOFTWARE PRODUCTS AND TECHNOLOGY. SUCH STATEMENTS OF FUTURE FUNCTIONALITY ARE FOR INFORMATION PURPOSES ONLY AND SHOULD NOT BE

INTERPRETED AS ANY COMMITMENT OR REPRESENTATION. IFS AND ALL IFS PRODUCT NAMES ARE TRADEMARKS OF IFS. THE NAMES OF ACTUAL COMPANIES AND PRODUCTS MENTIONED HEREIN MAY BE THE TRADEMARKS OF THEIR RESPECTIVE OWNERS.

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