Customer On Boarding

Process for the eQuip! to Enterprise Asset

Management Software E-ISG Asset Intelligence (www.e-isg.com)

October, 2016

What Is Customer On Boarding

Work wi th 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 us ing the standard workflows and too ls bui l t in the eQuip! software to manage physica l assets

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 pro jects

Beginning, middle, and end point customer surveys to a l ign expectat ion and address any issues

Structured, Staged Approach

1 . P ro v i s i o n/Da t a s e t u p

2 . I m p o r t l e ga cy da t a

3 . Ba s i c w o r k fl o ws / t o o l s

4 . Adm i n f u n c t i o ns

5 . Cu s t o m i ze re po r t s / t e mp l a te s

6 . Re v i e w /C o m p l e t e/G o L i ve

Set Up Structure for Asset Data

W h e re : H i e r a rch i ca l s t r u c t u re t o i d en t i fy u n i qu e l o ca t i o n

W h a t : C a te go r i ca l s t r u c t u re t o c l a s s i fy 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 ph i c l o ca t i o n s

I m po r t Tem p l a t e f o r i m po r t i n g l eg ac y d a t a an d ba t ch i m po r t

Activate Workflows/Tools to Support 6 Business processesProcesses 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.

Configurations – Based on Written Document from Customer

Workflow ru les

Reports

KPIs

Data feeds f rom other systems (e.g. procurement, auto discovery tools , ERP)

What E-ISG Needs from our Customers

Agree on a c lear scope in the beginning

Provide prompt answers on data st ructure, business processes and requests for documentat ion

Attend user t ra in ing and admin t ra in ing in a t imely manner

Respond to customer surveys in a t imely manner

Support test ing/val idat ion before Go L ive

What E-ISG is Committed to

Provide guidance on best pract ices

Del iver the agreed outcome on t ime

Manage the pro ject wi th in scope

Suggest external resources for help, such as inventory audi t , bus iness process design, compl iance support tax and audi t preparat ion