for Microsoft Dynamics AX 2012
Dynamics Utility Asset Management
1
3
5
2
4
6
Content
7
8
9
Introduction 4
Features 5
Asset Management 7
Work Orders 8
Preventive Maintenance amp Scheduling 9
Day-to-Day Process 10
Mobile Field Service 11
One Integrated Solution 13
Quick Overview 14
Preventive and Corrective Work Orders on the grid with Improved Operational Efficiency
3 16Dynamics Utility Asset Management
Ability to manage and track your
assets in time (Asset Life Cycle
Management)
Icreased uptime through timely
preventive maintenance
Ability to generate preventive and
corrective work orders on the grid
Improved operational performance
and efficiency
Full insight into operational and
financial history by asset
Detect work order priorities via
severity matrix
Integrated Meter Readings
Optimized Tour planning
Better cost control
Benefits
The utility market is rapidly changing with examples as the introduction of smart meters service
offerings on boilers or leasing of solar panels These changing business processes impact both
customer care and the asset and service management divisions of the utility market
The health of your infrastructure has a consi-
derable impact on the productivity and
efficiency of your operations Consequently
it also determines the profitability of your
organization
Challenges faced by utility companies today
include optimal productive conditions
meeting legal and vendor warranty requi-
rements for operation Limiting downtime
and accessing grid information in places
without PC access Dynamics Utility Asset
Management offers your organization an
all-in-one solution that gives you real-time
information across your business
Our solution supports you by providing an
overview of all work orders both customer-fa-
cing and internal At the same time you have
direct access to all your assets from both an
operational and financial perspective
Introducing Dynamics Utility Asset Management
1
4 16Dynamics Utility Asset Management
Key Features
bull Supports a multi-level asset structure
(eg complete plants buildings produc-
tion machines)
bull Generate work orders for all types of
assets
bull Supports tracking and tracing of mainte-
nance and repair work orders
bull Provides full financial forecasting and
cost evaluation
Features
Long term
Support for preventive maintenance
based on flexible maintenance
schedules
Required resource availability versus
available resource capacity
Financial planning based on estimated
maintenance
Dynamics Utility Asset Management is fully integrated with Microsoft Dynamics AX 2012 and offers
your organization the tools to be in control of
Short term
Full visibility on open ad hoc and preven-
tive Work Orders
Status of maintenance Work Orders with
respect to applicable deadlines
Early notification of spare parts
availability
2
5 16Dynamics Utility Asset Management
bull Supports maintenance logistics
financials and work orders for the main-
tenance crew and workshop
bull Real-time statistics on costs and reve-
nues of all types of assets
bull Seamless platform-independent integra-
tion to any modern-type mobile device
(tablet phone etc)
bull Required resource availability versus
available resource capacity
bull Optimized maintenance planning and
scheduling using the Graphical Planning
Board
bull Financial planning based on estimated
maintenance
Dynamics Utility Asset Management is a
robust platform that helps you control and
manage preventive and ad-hoc services
required for assets
It supports a wide range of functions and
empowers your company to meet the chal-
lenges of ongoing changes in the utility
market At the same time you gain insight into
your business that you need to succeed in an
increasingly competitive global environment
6 16Dynamics Utility Asset Management
Asset Management
The asset management master file is a single
source of information with regards to histrical
operational and financial information
The asset management master file can be
used for
bull Storing information such as asset type
serial number warranty etc
bull Storing information such as cost center
department or other financial dimen-
sions to which maintenance expenses
are to be posted
bull Defining asset property sheets to main-
tain relevant technical information about
the object
3
7 16Dynamics Utility Asset Management
With work order management Dynamics
Utility Asset Management provides accurate
information about future preventive mainte-
nance as well as ad-hoc maintenance
Dynamics Utility Asset Management serves
as a central point of information where your
employees can keep relevant work order
status updated Having accurate information
available lets you monitor and track the open
work order effectively and efficiently
All work order information will be stored and
linked to equipment providing a knowledge
base for future repairs Essential features of
work order management are
bull Generating work orders for ad-hoc repairs
as well as for preventive maintenance
bull Facility to monitor the progress of open
work orders
bull Option to add multiple tasks to one work
order
bull Defining template for standard hours and
spare parts
Work Orders4
8 16Dynamics Utility Asset Management
Planned and preventive maintenance work
orders offer great flexibility in managing
different types of maintenance activities
Dynamics Utility Asset Management offers
full flexibility in defining maintenance sche-
dules for preventive maintenance Preventive
work orders can be generated automatically
Just like ad-hoc work orders the preventive
work orders will appear in the to-do list of the
maintenance planner to be assigned to the
technicians or engineers
Resource Scheduling amp Tour PLanning
With Dynamics Utility Asset Management you
get a graphical scheduling overview for the
interactive planning of upcoming work based
on outstanding priorities and the availability
of people
Using the scheduling overview your planner
has all the necessary data in one or two sepa-
rated screens with drag and drop functionality
from the maintenance tasks to the planning
Graphical scheduling can be easily configured
enabling you to optimize tour planning
Preventive Maintenance amp Scheduling
5
9 16Dynamics Utility Asset Management
Day-to-Day Process
The day-to-day service process is all
about maintaining the infrastructure in
a cost-efficient way while being able
to act upon incoming requests Utility
Asset Management supports the field
service processes as well as the processes
required for the workshop repair process
The Work Order is the first step in the day-to-day
process Once the Work Order is created the
next step in the process starts with the creation
of a task For this process you can use lsquoevent
codesrsquo to identify pre-defined work pack-
ages which can have default hours spares
checklists and revenue attached to it
While creating the Work Order the relevant
terms and conditions will be automatically
applied to make sure that work that is covered
by a contract is marked as non-invoiceable
Assigning the task to the right person can be
done by using the graphical scheduling over-
view In this screen you will have a direct view
of your resource availability open tasks inclu-
ding their severity and insight into whether
the required spare parts are available
With a simple drag and drop action from the
planner the tasks can be scheduled for the
available resource Our solutions will help
you determine whether the resource has the
skills requirements or certificates as required
by the customer
6
10 16Dynamics Utility Asset Management
Mobile Field Service
Dynamics Mobile Field Service succes-
sfully closes the loop between field workers
Dynamics Utility Asset Management and
your customers We mobilize your core
business processes to give field personnel
and office-based workers real-time access
to enterprise systems whether they
work on a laptop or a mobile device
Dynamics Mobile Field Service includes
viewing work orders start and stop tasks
navigate to the customer location adding
materials and return hours At the same
time techniciansengineers have direct
access to all the data they need to perform
the job like information on the assets
resources service contracts and logistics
Service Assets
Providing service is always related to the
installed base of the customer also known
as service assets Service assets can vary from
a single asset to a complicated installation
consisting of many assets and components in
a flexible multi-level lsquoas maintainedrsquo structure
Utility Asset Management offers you several
ways to register these assets regarding the
service you want to provide including a
graphical asset builder for the more complex
structures
7
11 16Dynamics Utility Asset Management
In addition to pre-defined fields it is also
possible to activate flexible property sheets
to be able to store more asset relevant data
The asset master file is also the single source
of information regarding historical operati-
onal and financial information
Service Contracts
In todayrsquos service focused world requi-
rements regarding service levels and
term amp conditions need to be more and
more flexible and customer focused
Dynamics Utility Asset Management offers
you the tools to support these increasing
demands with the service contract functiona-
lity Whether you require contract templates
to simplify and standardize your service
contracts or fully flexible agreements that
you can build from scratch it is all possible
The service contract functionality allows you
to define the terms amp conditions including
service level definitions SLArsquos periodic invoi-
cing and preventative maintenance
From the moment you start setting up the
contract proposal to the moment you want
to evaluate the contract performance during
or after the contract you can use the views
such as the service contract cockpit view to
analyze the different phases of your contract
lifecycle
12 16Dynamics Utility Asset Management
One Integrated Solution
The illustration you see on the screen is of a
process flow between Ferranti MECOMS and
Dynamics Utility Asset Management As you
see a connection and device are set up in
MECOMS
On the connection the required master data
is stored such as meter reading frequency
and area When a connection and device
are created in MECOMS a service object
including the applicable data will be repli-
cated in Dynamics Utility Asset Management
automatically
Also if an activity is created in MECOMS it
will automatically trigger a work order in
Dynamics Utility Asset Management While
the order is being processed the initial trigger
activity is updated as well This example
demonstrates teh easeof of use and power of
an integrated solution and the benefits of one
source of information
8
13 16Dynamics Utility Asset Management
Asset
bull Graphical structure builder
bull Assets can be associated with Inventory
bull Full financial maintenance history
bull Full operational maintenance history
bull Maintenance of infrastructure
bull User definable asset property sheets
bull Monitor cost spent on assets
bull Warranty management
Asset Type
bull Asset class and manufacturer maintenance
bull Recurring tasks with BOM as item context
bull Flexible maintenance schedule per asset type
bull Forecast of time and materials for each main-
tenance schedule line
Event Codes
bull Pre-defined material and hour usage per asset
type on work orders
bull Forecasting on preventive maintenance
bull Statistics on budgets and realizations
Work Orders
bull Standard and simplified screen for intake and
ticketing
bull Severity matrix
bull SLA deadlines per status
bull Logging of changes
bull Progress monitoring
bull Routing
Mobile Field Service
bull On and Offline mobile application for
engineers
Planning amp Scheduling
bull Graphical planning across all work orders and
(capital) projects
bull Drag and drop functionality
bull Partial rescheduling
bull Route-planning and task overviews by period
engineer or region
bull Graphical view of resources dispatched
Tasks
bull Actual usage (time material) registration
bull Multiple assignments per work order
bull Supporting documents for assignments
bull Warehouse inventory overview
bull Van inventory overview
Service quotes amp Contracts
bull Invoice scheduling per contract
bull Contract quotations and confirmations
Meter Reading Management
bull Multiple meters and readings per asset
bull Different ways of meter readings
bull On and Off line mobiel applications
Prerequiste
bull Microsoft Dynamics AX 2012
bull Ferranti MECOMS
Dynamics Utility Asset Management a quick overview
9
14 16Dynamics Utility Asset Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
1
3
5
2
4
6
Content
7
8
9
Introduction 4
Features 5
Asset Management 7
Work Orders 8
Preventive Maintenance amp Scheduling 9
Day-to-Day Process 10
Mobile Field Service 11
One Integrated Solution 13
Quick Overview 14
Preventive and Corrective Work Orders on the grid with Improved Operational Efficiency
3 16Dynamics Utility Asset Management
Ability to manage and track your
assets in time (Asset Life Cycle
Management)
Icreased uptime through timely
preventive maintenance
Ability to generate preventive and
corrective work orders on the grid
Improved operational performance
and efficiency
Full insight into operational and
financial history by asset
Detect work order priorities via
severity matrix
Integrated Meter Readings
Optimized Tour planning
Better cost control
Benefits
The utility market is rapidly changing with examples as the introduction of smart meters service
offerings on boilers or leasing of solar panels These changing business processes impact both
customer care and the asset and service management divisions of the utility market
The health of your infrastructure has a consi-
derable impact on the productivity and
efficiency of your operations Consequently
it also determines the profitability of your
organization
Challenges faced by utility companies today
include optimal productive conditions
meeting legal and vendor warranty requi-
rements for operation Limiting downtime
and accessing grid information in places
without PC access Dynamics Utility Asset
Management offers your organization an
all-in-one solution that gives you real-time
information across your business
Our solution supports you by providing an
overview of all work orders both customer-fa-
cing and internal At the same time you have
direct access to all your assets from both an
operational and financial perspective
Introducing Dynamics Utility Asset Management
1
4 16Dynamics Utility Asset Management
Key Features
bull Supports a multi-level asset structure
(eg complete plants buildings produc-
tion machines)
bull Generate work orders for all types of
assets
bull Supports tracking and tracing of mainte-
nance and repair work orders
bull Provides full financial forecasting and
cost evaluation
Features
Long term
Support for preventive maintenance
based on flexible maintenance
schedules
Required resource availability versus
available resource capacity
Financial planning based on estimated
maintenance
Dynamics Utility Asset Management is fully integrated with Microsoft Dynamics AX 2012 and offers
your organization the tools to be in control of
Short term
Full visibility on open ad hoc and preven-
tive Work Orders
Status of maintenance Work Orders with
respect to applicable deadlines
Early notification of spare parts
availability
2
5 16Dynamics Utility Asset Management
bull Supports maintenance logistics
financials and work orders for the main-
tenance crew and workshop
bull Real-time statistics on costs and reve-
nues of all types of assets
bull Seamless platform-independent integra-
tion to any modern-type mobile device
(tablet phone etc)
bull Required resource availability versus
available resource capacity
bull Optimized maintenance planning and
scheduling using the Graphical Planning
Board
bull Financial planning based on estimated
maintenance
Dynamics Utility Asset Management is a
robust platform that helps you control and
manage preventive and ad-hoc services
required for assets
It supports a wide range of functions and
empowers your company to meet the chal-
lenges of ongoing changes in the utility
market At the same time you gain insight into
your business that you need to succeed in an
increasingly competitive global environment
6 16Dynamics Utility Asset Management
Asset Management
The asset management master file is a single
source of information with regards to histrical
operational and financial information
The asset management master file can be
used for
bull Storing information such as asset type
serial number warranty etc
bull Storing information such as cost center
department or other financial dimen-
sions to which maintenance expenses
are to be posted
bull Defining asset property sheets to main-
tain relevant technical information about
the object
3
7 16Dynamics Utility Asset Management
With work order management Dynamics
Utility Asset Management provides accurate
information about future preventive mainte-
nance as well as ad-hoc maintenance
Dynamics Utility Asset Management serves
as a central point of information where your
employees can keep relevant work order
status updated Having accurate information
available lets you monitor and track the open
work order effectively and efficiently
All work order information will be stored and
linked to equipment providing a knowledge
base for future repairs Essential features of
work order management are
bull Generating work orders for ad-hoc repairs
as well as for preventive maintenance
bull Facility to monitor the progress of open
work orders
bull Option to add multiple tasks to one work
order
bull Defining template for standard hours and
spare parts
Work Orders4
8 16Dynamics Utility Asset Management
Planned and preventive maintenance work
orders offer great flexibility in managing
different types of maintenance activities
Dynamics Utility Asset Management offers
full flexibility in defining maintenance sche-
dules for preventive maintenance Preventive
work orders can be generated automatically
Just like ad-hoc work orders the preventive
work orders will appear in the to-do list of the
maintenance planner to be assigned to the
technicians or engineers
Resource Scheduling amp Tour PLanning
With Dynamics Utility Asset Management you
get a graphical scheduling overview for the
interactive planning of upcoming work based
on outstanding priorities and the availability
of people
Using the scheduling overview your planner
has all the necessary data in one or two sepa-
rated screens with drag and drop functionality
from the maintenance tasks to the planning
Graphical scheduling can be easily configured
enabling you to optimize tour planning
Preventive Maintenance amp Scheduling
5
9 16Dynamics Utility Asset Management
Day-to-Day Process
The day-to-day service process is all
about maintaining the infrastructure in
a cost-efficient way while being able
to act upon incoming requests Utility
Asset Management supports the field
service processes as well as the processes
required for the workshop repair process
The Work Order is the first step in the day-to-day
process Once the Work Order is created the
next step in the process starts with the creation
of a task For this process you can use lsquoevent
codesrsquo to identify pre-defined work pack-
ages which can have default hours spares
checklists and revenue attached to it
While creating the Work Order the relevant
terms and conditions will be automatically
applied to make sure that work that is covered
by a contract is marked as non-invoiceable
Assigning the task to the right person can be
done by using the graphical scheduling over-
view In this screen you will have a direct view
of your resource availability open tasks inclu-
ding their severity and insight into whether
the required spare parts are available
With a simple drag and drop action from the
planner the tasks can be scheduled for the
available resource Our solutions will help
you determine whether the resource has the
skills requirements or certificates as required
by the customer
6
10 16Dynamics Utility Asset Management
Mobile Field Service
Dynamics Mobile Field Service succes-
sfully closes the loop between field workers
Dynamics Utility Asset Management and
your customers We mobilize your core
business processes to give field personnel
and office-based workers real-time access
to enterprise systems whether they
work on a laptop or a mobile device
Dynamics Mobile Field Service includes
viewing work orders start and stop tasks
navigate to the customer location adding
materials and return hours At the same
time techniciansengineers have direct
access to all the data they need to perform
the job like information on the assets
resources service contracts and logistics
Service Assets
Providing service is always related to the
installed base of the customer also known
as service assets Service assets can vary from
a single asset to a complicated installation
consisting of many assets and components in
a flexible multi-level lsquoas maintainedrsquo structure
Utility Asset Management offers you several
ways to register these assets regarding the
service you want to provide including a
graphical asset builder for the more complex
structures
7
11 16Dynamics Utility Asset Management
In addition to pre-defined fields it is also
possible to activate flexible property sheets
to be able to store more asset relevant data
The asset master file is also the single source
of information regarding historical operati-
onal and financial information
Service Contracts
In todayrsquos service focused world requi-
rements regarding service levels and
term amp conditions need to be more and
more flexible and customer focused
Dynamics Utility Asset Management offers
you the tools to support these increasing
demands with the service contract functiona-
lity Whether you require contract templates
to simplify and standardize your service
contracts or fully flexible agreements that
you can build from scratch it is all possible
The service contract functionality allows you
to define the terms amp conditions including
service level definitions SLArsquos periodic invoi-
cing and preventative maintenance
From the moment you start setting up the
contract proposal to the moment you want
to evaluate the contract performance during
or after the contract you can use the views
such as the service contract cockpit view to
analyze the different phases of your contract
lifecycle
12 16Dynamics Utility Asset Management
One Integrated Solution
The illustration you see on the screen is of a
process flow between Ferranti MECOMS and
Dynamics Utility Asset Management As you
see a connection and device are set up in
MECOMS
On the connection the required master data
is stored such as meter reading frequency
and area When a connection and device
are created in MECOMS a service object
including the applicable data will be repli-
cated in Dynamics Utility Asset Management
automatically
Also if an activity is created in MECOMS it
will automatically trigger a work order in
Dynamics Utility Asset Management While
the order is being processed the initial trigger
activity is updated as well This example
demonstrates teh easeof of use and power of
an integrated solution and the benefits of one
source of information
8
13 16Dynamics Utility Asset Management
Asset
bull Graphical structure builder
bull Assets can be associated with Inventory
bull Full financial maintenance history
bull Full operational maintenance history
bull Maintenance of infrastructure
bull User definable asset property sheets
bull Monitor cost spent on assets
bull Warranty management
Asset Type
bull Asset class and manufacturer maintenance
bull Recurring tasks with BOM as item context
bull Flexible maintenance schedule per asset type
bull Forecast of time and materials for each main-
tenance schedule line
Event Codes
bull Pre-defined material and hour usage per asset
type on work orders
bull Forecasting on preventive maintenance
bull Statistics on budgets and realizations
Work Orders
bull Standard and simplified screen for intake and
ticketing
bull Severity matrix
bull SLA deadlines per status
bull Logging of changes
bull Progress monitoring
bull Routing
Mobile Field Service
bull On and Offline mobile application for
engineers
Planning amp Scheduling
bull Graphical planning across all work orders and
(capital) projects
bull Drag and drop functionality
bull Partial rescheduling
bull Route-planning and task overviews by period
engineer or region
bull Graphical view of resources dispatched
Tasks
bull Actual usage (time material) registration
bull Multiple assignments per work order
bull Supporting documents for assignments
bull Warehouse inventory overview
bull Van inventory overview
Service quotes amp Contracts
bull Invoice scheduling per contract
bull Contract quotations and confirmations
Meter Reading Management
bull Multiple meters and readings per asset
bull Different ways of meter readings
bull On and Off line mobiel applications
Prerequiste
bull Microsoft Dynamics AX 2012
bull Ferranti MECOMS
Dynamics Utility Asset Management a quick overview
9
14 16Dynamics Utility Asset Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Preventive and Corrective Work Orders on the grid with Improved Operational Efficiency
3 16Dynamics Utility Asset Management
Ability to manage and track your
assets in time (Asset Life Cycle
Management)
Icreased uptime through timely
preventive maintenance
Ability to generate preventive and
corrective work orders on the grid
Improved operational performance
and efficiency
Full insight into operational and
financial history by asset
Detect work order priorities via
severity matrix
Integrated Meter Readings
Optimized Tour planning
Better cost control
Benefits
The utility market is rapidly changing with examples as the introduction of smart meters service
offerings on boilers or leasing of solar panels These changing business processes impact both
customer care and the asset and service management divisions of the utility market
The health of your infrastructure has a consi-
derable impact on the productivity and
efficiency of your operations Consequently
it also determines the profitability of your
organization
Challenges faced by utility companies today
include optimal productive conditions
meeting legal and vendor warranty requi-
rements for operation Limiting downtime
and accessing grid information in places
without PC access Dynamics Utility Asset
Management offers your organization an
all-in-one solution that gives you real-time
information across your business
Our solution supports you by providing an
overview of all work orders both customer-fa-
cing and internal At the same time you have
direct access to all your assets from both an
operational and financial perspective
Introducing Dynamics Utility Asset Management
1
4 16Dynamics Utility Asset Management
Key Features
bull Supports a multi-level asset structure
(eg complete plants buildings produc-
tion machines)
bull Generate work orders for all types of
assets
bull Supports tracking and tracing of mainte-
nance and repair work orders
bull Provides full financial forecasting and
cost evaluation
Features
Long term
Support for preventive maintenance
based on flexible maintenance
schedules
Required resource availability versus
available resource capacity
Financial planning based on estimated
maintenance
Dynamics Utility Asset Management is fully integrated with Microsoft Dynamics AX 2012 and offers
your organization the tools to be in control of
Short term
Full visibility on open ad hoc and preven-
tive Work Orders
Status of maintenance Work Orders with
respect to applicable deadlines
Early notification of spare parts
availability
2
5 16Dynamics Utility Asset Management
bull Supports maintenance logistics
financials and work orders for the main-
tenance crew and workshop
bull Real-time statistics on costs and reve-
nues of all types of assets
bull Seamless platform-independent integra-
tion to any modern-type mobile device
(tablet phone etc)
bull Required resource availability versus
available resource capacity
bull Optimized maintenance planning and
scheduling using the Graphical Planning
Board
bull Financial planning based on estimated
maintenance
Dynamics Utility Asset Management is a
robust platform that helps you control and
manage preventive and ad-hoc services
required for assets
It supports a wide range of functions and
empowers your company to meet the chal-
lenges of ongoing changes in the utility
market At the same time you gain insight into
your business that you need to succeed in an
increasingly competitive global environment
6 16Dynamics Utility Asset Management
Asset Management
The asset management master file is a single
source of information with regards to histrical
operational and financial information
The asset management master file can be
used for
bull Storing information such as asset type
serial number warranty etc
bull Storing information such as cost center
department or other financial dimen-
sions to which maintenance expenses
are to be posted
bull Defining asset property sheets to main-
tain relevant technical information about
the object
3
7 16Dynamics Utility Asset Management
With work order management Dynamics
Utility Asset Management provides accurate
information about future preventive mainte-
nance as well as ad-hoc maintenance
Dynamics Utility Asset Management serves
as a central point of information where your
employees can keep relevant work order
status updated Having accurate information
available lets you monitor and track the open
work order effectively and efficiently
All work order information will be stored and
linked to equipment providing a knowledge
base for future repairs Essential features of
work order management are
bull Generating work orders for ad-hoc repairs
as well as for preventive maintenance
bull Facility to monitor the progress of open
work orders
bull Option to add multiple tasks to one work
order
bull Defining template for standard hours and
spare parts
Work Orders4
8 16Dynamics Utility Asset Management
Planned and preventive maintenance work
orders offer great flexibility in managing
different types of maintenance activities
Dynamics Utility Asset Management offers
full flexibility in defining maintenance sche-
dules for preventive maintenance Preventive
work orders can be generated automatically
Just like ad-hoc work orders the preventive
work orders will appear in the to-do list of the
maintenance planner to be assigned to the
technicians or engineers
Resource Scheduling amp Tour PLanning
With Dynamics Utility Asset Management you
get a graphical scheduling overview for the
interactive planning of upcoming work based
on outstanding priorities and the availability
of people
Using the scheduling overview your planner
has all the necessary data in one or two sepa-
rated screens with drag and drop functionality
from the maintenance tasks to the planning
Graphical scheduling can be easily configured
enabling you to optimize tour planning
Preventive Maintenance amp Scheduling
5
9 16Dynamics Utility Asset Management
Day-to-Day Process
The day-to-day service process is all
about maintaining the infrastructure in
a cost-efficient way while being able
to act upon incoming requests Utility
Asset Management supports the field
service processes as well as the processes
required for the workshop repair process
The Work Order is the first step in the day-to-day
process Once the Work Order is created the
next step in the process starts with the creation
of a task For this process you can use lsquoevent
codesrsquo to identify pre-defined work pack-
ages which can have default hours spares
checklists and revenue attached to it
While creating the Work Order the relevant
terms and conditions will be automatically
applied to make sure that work that is covered
by a contract is marked as non-invoiceable
Assigning the task to the right person can be
done by using the graphical scheduling over-
view In this screen you will have a direct view
of your resource availability open tasks inclu-
ding their severity and insight into whether
the required spare parts are available
With a simple drag and drop action from the
planner the tasks can be scheduled for the
available resource Our solutions will help
you determine whether the resource has the
skills requirements or certificates as required
by the customer
6
10 16Dynamics Utility Asset Management
Mobile Field Service
Dynamics Mobile Field Service succes-
sfully closes the loop between field workers
Dynamics Utility Asset Management and
your customers We mobilize your core
business processes to give field personnel
and office-based workers real-time access
to enterprise systems whether they
work on a laptop or a mobile device
Dynamics Mobile Field Service includes
viewing work orders start and stop tasks
navigate to the customer location adding
materials and return hours At the same
time techniciansengineers have direct
access to all the data they need to perform
the job like information on the assets
resources service contracts and logistics
Service Assets
Providing service is always related to the
installed base of the customer also known
as service assets Service assets can vary from
a single asset to a complicated installation
consisting of many assets and components in
a flexible multi-level lsquoas maintainedrsquo structure
Utility Asset Management offers you several
ways to register these assets regarding the
service you want to provide including a
graphical asset builder for the more complex
structures
7
11 16Dynamics Utility Asset Management
In addition to pre-defined fields it is also
possible to activate flexible property sheets
to be able to store more asset relevant data
The asset master file is also the single source
of information regarding historical operati-
onal and financial information
Service Contracts
In todayrsquos service focused world requi-
rements regarding service levels and
term amp conditions need to be more and
more flexible and customer focused
Dynamics Utility Asset Management offers
you the tools to support these increasing
demands with the service contract functiona-
lity Whether you require contract templates
to simplify and standardize your service
contracts or fully flexible agreements that
you can build from scratch it is all possible
The service contract functionality allows you
to define the terms amp conditions including
service level definitions SLArsquos periodic invoi-
cing and preventative maintenance
From the moment you start setting up the
contract proposal to the moment you want
to evaluate the contract performance during
or after the contract you can use the views
such as the service contract cockpit view to
analyze the different phases of your contract
lifecycle
12 16Dynamics Utility Asset Management
One Integrated Solution
The illustration you see on the screen is of a
process flow between Ferranti MECOMS and
Dynamics Utility Asset Management As you
see a connection and device are set up in
MECOMS
On the connection the required master data
is stored such as meter reading frequency
and area When a connection and device
are created in MECOMS a service object
including the applicable data will be repli-
cated in Dynamics Utility Asset Management
automatically
Also if an activity is created in MECOMS it
will automatically trigger a work order in
Dynamics Utility Asset Management While
the order is being processed the initial trigger
activity is updated as well This example
demonstrates teh easeof of use and power of
an integrated solution and the benefits of one
source of information
8
13 16Dynamics Utility Asset Management
Asset
bull Graphical structure builder
bull Assets can be associated with Inventory
bull Full financial maintenance history
bull Full operational maintenance history
bull Maintenance of infrastructure
bull User definable asset property sheets
bull Monitor cost spent on assets
bull Warranty management
Asset Type
bull Asset class and manufacturer maintenance
bull Recurring tasks with BOM as item context
bull Flexible maintenance schedule per asset type
bull Forecast of time and materials for each main-
tenance schedule line
Event Codes
bull Pre-defined material and hour usage per asset
type on work orders
bull Forecasting on preventive maintenance
bull Statistics on budgets and realizations
Work Orders
bull Standard and simplified screen for intake and
ticketing
bull Severity matrix
bull SLA deadlines per status
bull Logging of changes
bull Progress monitoring
bull Routing
Mobile Field Service
bull On and Offline mobile application for
engineers
Planning amp Scheduling
bull Graphical planning across all work orders and
(capital) projects
bull Drag and drop functionality
bull Partial rescheduling
bull Route-planning and task overviews by period
engineer or region
bull Graphical view of resources dispatched
Tasks
bull Actual usage (time material) registration
bull Multiple assignments per work order
bull Supporting documents for assignments
bull Warehouse inventory overview
bull Van inventory overview
Service quotes amp Contracts
bull Invoice scheduling per contract
bull Contract quotations and confirmations
Meter Reading Management
bull Multiple meters and readings per asset
bull Different ways of meter readings
bull On and Off line mobiel applications
Prerequiste
bull Microsoft Dynamics AX 2012
bull Ferranti MECOMS
Dynamics Utility Asset Management a quick overview
9
14 16Dynamics Utility Asset Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Ability to manage and track your
assets in time (Asset Life Cycle
Management)
Icreased uptime through timely
preventive maintenance
Ability to generate preventive and
corrective work orders on the grid
Improved operational performance
and efficiency
Full insight into operational and
financial history by asset
Detect work order priorities via
severity matrix
Integrated Meter Readings
Optimized Tour planning
Better cost control
Benefits
The utility market is rapidly changing with examples as the introduction of smart meters service
offerings on boilers or leasing of solar panels These changing business processes impact both
customer care and the asset and service management divisions of the utility market
The health of your infrastructure has a consi-
derable impact on the productivity and
efficiency of your operations Consequently
it also determines the profitability of your
organization
Challenges faced by utility companies today
include optimal productive conditions
meeting legal and vendor warranty requi-
rements for operation Limiting downtime
and accessing grid information in places
without PC access Dynamics Utility Asset
Management offers your organization an
all-in-one solution that gives you real-time
information across your business
Our solution supports you by providing an
overview of all work orders both customer-fa-
cing and internal At the same time you have
direct access to all your assets from both an
operational and financial perspective
Introducing Dynamics Utility Asset Management
1
4 16Dynamics Utility Asset Management
Key Features
bull Supports a multi-level asset structure
(eg complete plants buildings produc-
tion machines)
bull Generate work orders for all types of
assets
bull Supports tracking and tracing of mainte-
nance and repair work orders
bull Provides full financial forecasting and
cost evaluation
Features
Long term
Support for preventive maintenance
based on flexible maintenance
schedules
Required resource availability versus
available resource capacity
Financial planning based on estimated
maintenance
Dynamics Utility Asset Management is fully integrated with Microsoft Dynamics AX 2012 and offers
your organization the tools to be in control of
Short term
Full visibility on open ad hoc and preven-
tive Work Orders
Status of maintenance Work Orders with
respect to applicable deadlines
Early notification of spare parts
availability
2
5 16Dynamics Utility Asset Management
bull Supports maintenance logistics
financials and work orders for the main-
tenance crew and workshop
bull Real-time statistics on costs and reve-
nues of all types of assets
bull Seamless platform-independent integra-
tion to any modern-type mobile device
(tablet phone etc)
bull Required resource availability versus
available resource capacity
bull Optimized maintenance planning and
scheduling using the Graphical Planning
Board
bull Financial planning based on estimated
maintenance
Dynamics Utility Asset Management is a
robust platform that helps you control and
manage preventive and ad-hoc services
required for assets
It supports a wide range of functions and
empowers your company to meet the chal-
lenges of ongoing changes in the utility
market At the same time you gain insight into
your business that you need to succeed in an
increasingly competitive global environment
6 16Dynamics Utility Asset Management
Asset Management
The asset management master file is a single
source of information with regards to histrical
operational and financial information
The asset management master file can be
used for
bull Storing information such as asset type
serial number warranty etc
bull Storing information such as cost center
department or other financial dimen-
sions to which maintenance expenses
are to be posted
bull Defining asset property sheets to main-
tain relevant technical information about
the object
3
7 16Dynamics Utility Asset Management
With work order management Dynamics
Utility Asset Management provides accurate
information about future preventive mainte-
nance as well as ad-hoc maintenance
Dynamics Utility Asset Management serves
as a central point of information where your
employees can keep relevant work order
status updated Having accurate information
available lets you monitor and track the open
work order effectively and efficiently
All work order information will be stored and
linked to equipment providing a knowledge
base for future repairs Essential features of
work order management are
bull Generating work orders for ad-hoc repairs
as well as for preventive maintenance
bull Facility to monitor the progress of open
work orders
bull Option to add multiple tasks to one work
order
bull Defining template for standard hours and
spare parts
Work Orders4
8 16Dynamics Utility Asset Management
Planned and preventive maintenance work
orders offer great flexibility in managing
different types of maintenance activities
Dynamics Utility Asset Management offers
full flexibility in defining maintenance sche-
dules for preventive maintenance Preventive
work orders can be generated automatically
Just like ad-hoc work orders the preventive
work orders will appear in the to-do list of the
maintenance planner to be assigned to the
technicians or engineers
Resource Scheduling amp Tour PLanning
With Dynamics Utility Asset Management you
get a graphical scheduling overview for the
interactive planning of upcoming work based
on outstanding priorities and the availability
of people
Using the scheduling overview your planner
has all the necessary data in one or two sepa-
rated screens with drag and drop functionality
from the maintenance tasks to the planning
Graphical scheduling can be easily configured
enabling you to optimize tour planning
Preventive Maintenance amp Scheduling
5
9 16Dynamics Utility Asset Management
Day-to-Day Process
The day-to-day service process is all
about maintaining the infrastructure in
a cost-efficient way while being able
to act upon incoming requests Utility
Asset Management supports the field
service processes as well as the processes
required for the workshop repair process
The Work Order is the first step in the day-to-day
process Once the Work Order is created the
next step in the process starts with the creation
of a task For this process you can use lsquoevent
codesrsquo to identify pre-defined work pack-
ages which can have default hours spares
checklists and revenue attached to it
While creating the Work Order the relevant
terms and conditions will be automatically
applied to make sure that work that is covered
by a contract is marked as non-invoiceable
Assigning the task to the right person can be
done by using the graphical scheduling over-
view In this screen you will have a direct view
of your resource availability open tasks inclu-
ding their severity and insight into whether
the required spare parts are available
With a simple drag and drop action from the
planner the tasks can be scheduled for the
available resource Our solutions will help
you determine whether the resource has the
skills requirements or certificates as required
by the customer
6
10 16Dynamics Utility Asset Management
Mobile Field Service
Dynamics Mobile Field Service succes-
sfully closes the loop between field workers
Dynamics Utility Asset Management and
your customers We mobilize your core
business processes to give field personnel
and office-based workers real-time access
to enterprise systems whether they
work on a laptop or a mobile device
Dynamics Mobile Field Service includes
viewing work orders start and stop tasks
navigate to the customer location adding
materials and return hours At the same
time techniciansengineers have direct
access to all the data they need to perform
the job like information on the assets
resources service contracts and logistics
Service Assets
Providing service is always related to the
installed base of the customer also known
as service assets Service assets can vary from
a single asset to a complicated installation
consisting of many assets and components in
a flexible multi-level lsquoas maintainedrsquo structure
Utility Asset Management offers you several
ways to register these assets regarding the
service you want to provide including a
graphical asset builder for the more complex
structures
7
11 16Dynamics Utility Asset Management
In addition to pre-defined fields it is also
possible to activate flexible property sheets
to be able to store more asset relevant data
The asset master file is also the single source
of information regarding historical operati-
onal and financial information
Service Contracts
In todayrsquos service focused world requi-
rements regarding service levels and
term amp conditions need to be more and
more flexible and customer focused
Dynamics Utility Asset Management offers
you the tools to support these increasing
demands with the service contract functiona-
lity Whether you require contract templates
to simplify and standardize your service
contracts or fully flexible agreements that
you can build from scratch it is all possible
The service contract functionality allows you
to define the terms amp conditions including
service level definitions SLArsquos periodic invoi-
cing and preventative maintenance
From the moment you start setting up the
contract proposal to the moment you want
to evaluate the contract performance during
or after the contract you can use the views
such as the service contract cockpit view to
analyze the different phases of your contract
lifecycle
12 16Dynamics Utility Asset Management
One Integrated Solution
The illustration you see on the screen is of a
process flow between Ferranti MECOMS and
Dynamics Utility Asset Management As you
see a connection and device are set up in
MECOMS
On the connection the required master data
is stored such as meter reading frequency
and area When a connection and device
are created in MECOMS a service object
including the applicable data will be repli-
cated in Dynamics Utility Asset Management
automatically
Also if an activity is created in MECOMS it
will automatically trigger a work order in
Dynamics Utility Asset Management While
the order is being processed the initial trigger
activity is updated as well This example
demonstrates teh easeof of use and power of
an integrated solution and the benefits of one
source of information
8
13 16Dynamics Utility Asset Management
Asset
bull Graphical structure builder
bull Assets can be associated with Inventory
bull Full financial maintenance history
bull Full operational maintenance history
bull Maintenance of infrastructure
bull User definable asset property sheets
bull Monitor cost spent on assets
bull Warranty management
Asset Type
bull Asset class and manufacturer maintenance
bull Recurring tasks with BOM as item context
bull Flexible maintenance schedule per asset type
bull Forecast of time and materials for each main-
tenance schedule line
Event Codes
bull Pre-defined material and hour usage per asset
type on work orders
bull Forecasting on preventive maintenance
bull Statistics on budgets and realizations
Work Orders
bull Standard and simplified screen for intake and
ticketing
bull Severity matrix
bull SLA deadlines per status
bull Logging of changes
bull Progress monitoring
bull Routing
Mobile Field Service
bull On and Offline mobile application for
engineers
Planning amp Scheduling
bull Graphical planning across all work orders and
(capital) projects
bull Drag and drop functionality
bull Partial rescheduling
bull Route-planning and task overviews by period
engineer or region
bull Graphical view of resources dispatched
Tasks
bull Actual usage (time material) registration
bull Multiple assignments per work order
bull Supporting documents for assignments
bull Warehouse inventory overview
bull Van inventory overview
Service quotes amp Contracts
bull Invoice scheduling per contract
bull Contract quotations and confirmations
Meter Reading Management
bull Multiple meters and readings per asset
bull Different ways of meter readings
bull On and Off line mobiel applications
Prerequiste
bull Microsoft Dynamics AX 2012
bull Ferranti MECOMS
Dynamics Utility Asset Management a quick overview
9
14 16Dynamics Utility Asset Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Key Features
bull Supports a multi-level asset structure
(eg complete plants buildings produc-
tion machines)
bull Generate work orders for all types of
assets
bull Supports tracking and tracing of mainte-
nance and repair work orders
bull Provides full financial forecasting and
cost evaluation
Features
Long term
Support for preventive maintenance
based on flexible maintenance
schedules
Required resource availability versus
available resource capacity
Financial planning based on estimated
maintenance
Dynamics Utility Asset Management is fully integrated with Microsoft Dynamics AX 2012 and offers
your organization the tools to be in control of
Short term
Full visibility on open ad hoc and preven-
tive Work Orders
Status of maintenance Work Orders with
respect to applicable deadlines
Early notification of spare parts
availability
2
5 16Dynamics Utility Asset Management
bull Supports maintenance logistics
financials and work orders for the main-
tenance crew and workshop
bull Real-time statistics on costs and reve-
nues of all types of assets
bull Seamless platform-independent integra-
tion to any modern-type mobile device
(tablet phone etc)
bull Required resource availability versus
available resource capacity
bull Optimized maintenance planning and
scheduling using the Graphical Planning
Board
bull Financial planning based on estimated
maintenance
Dynamics Utility Asset Management is a
robust platform that helps you control and
manage preventive and ad-hoc services
required for assets
It supports a wide range of functions and
empowers your company to meet the chal-
lenges of ongoing changes in the utility
market At the same time you gain insight into
your business that you need to succeed in an
increasingly competitive global environment
6 16Dynamics Utility Asset Management
Asset Management
The asset management master file is a single
source of information with regards to histrical
operational and financial information
The asset management master file can be
used for
bull Storing information such as asset type
serial number warranty etc
bull Storing information such as cost center
department or other financial dimen-
sions to which maintenance expenses
are to be posted
bull Defining asset property sheets to main-
tain relevant technical information about
the object
3
7 16Dynamics Utility Asset Management
With work order management Dynamics
Utility Asset Management provides accurate
information about future preventive mainte-
nance as well as ad-hoc maintenance
Dynamics Utility Asset Management serves
as a central point of information where your
employees can keep relevant work order
status updated Having accurate information
available lets you monitor and track the open
work order effectively and efficiently
All work order information will be stored and
linked to equipment providing a knowledge
base for future repairs Essential features of
work order management are
bull Generating work orders for ad-hoc repairs
as well as for preventive maintenance
bull Facility to monitor the progress of open
work orders
bull Option to add multiple tasks to one work
order
bull Defining template for standard hours and
spare parts
Work Orders4
8 16Dynamics Utility Asset Management
Planned and preventive maintenance work
orders offer great flexibility in managing
different types of maintenance activities
Dynamics Utility Asset Management offers
full flexibility in defining maintenance sche-
dules for preventive maintenance Preventive
work orders can be generated automatically
Just like ad-hoc work orders the preventive
work orders will appear in the to-do list of the
maintenance planner to be assigned to the
technicians or engineers
Resource Scheduling amp Tour PLanning
With Dynamics Utility Asset Management you
get a graphical scheduling overview for the
interactive planning of upcoming work based
on outstanding priorities and the availability
of people
Using the scheduling overview your planner
has all the necessary data in one or two sepa-
rated screens with drag and drop functionality
from the maintenance tasks to the planning
Graphical scheduling can be easily configured
enabling you to optimize tour planning
Preventive Maintenance amp Scheduling
5
9 16Dynamics Utility Asset Management
Day-to-Day Process
The day-to-day service process is all
about maintaining the infrastructure in
a cost-efficient way while being able
to act upon incoming requests Utility
Asset Management supports the field
service processes as well as the processes
required for the workshop repair process
The Work Order is the first step in the day-to-day
process Once the Work Order is created the
next step in the process starts with the creation
of a task For this process you can use lsquoevent
codesrsquo to identify pre-defined work pack-
ages which can have default hours spares
checklists and revenue attached to it
While creating the Work Order the relevant
terms and conditions will be automatically
applied to make sure that work that is covered
by a contract is marked as non-invoiceable
Assigning the task to the right person can be
done by using the graphical scheduling over-
view In this screen you will have a direct view
of your resource availability open tasks inclu-
ding their severity and insight into whether
the required spare parts are available
With a simple drag and drop action from the
planner the tasks can be scheduled for the
available resource Our solutions will help
you determine whether the resource has the
skills requirements or certificates as required
by the customer
6
10 16Dynamics Utility Asset Management
Mobile Field Service
Dynamics Mobile Field Service succes-
sfully closes the loop between field workers
Dynamics Utility Asset Management and
your customers We mobilize your core
business processes to give field personnel
and office-based workers real-time access
to enterprise systems whether they
work on a laptop or a mobile device
Dynamics Mobile Field Service includes
viewing work orders start and stop tasks
navigate to the customer location adding
materials and return hours At the same
time techniciansengineers have direct
access to all the data they need to perform
the job like information on the assets
resources service contracts and logistics
Service Assets
Providing service is always related to the
installed base of the customer also known
as service assets Service assets can vary from
a single asset to a complicated installation
consisting of many assets and components in
a flexible multi-level lsquoas maintainedrsquo structure
Utility Asset Management offers you several
ways to register these assets regarding the
service you want to provide including a
graphical asset builder for the more complex
structures
7
11 16Dynamics Utility Asset Management
In addition to pre-defined fields it is also
possible to activate flexible property sheets
to be able to store more asset relevant data
The asset master file is also the single source
of information regarding historical operati-
onal and financial information
Service Contracts
In todayrsquos service focused world requi-
rements regarding service levels and
term amp conditions need to be more and
more flexible and customer focused
Dynamics Utility Asset Management offers
you the tools to support these increasing
demands with the service contract functiona-
lity Whether you require contract templates
to simplify and standardize your service
contracts or fully flexible agreements that
you can build from scratch it is all possible
The service contract functionality allows you
to define the terms amp conditions including
service level definitions SLArsquos periodic invoi-
cing and preventative maintenance
From the moment you start setting up the
contract proposal to the moment you want
to evaluate the contract performance during
or after the contract you can use the views
such as the service contract cockpit view to
analyze the different phases of your contract
lifecycle
12 16Dynamics Utility Asset Management
One Integrated Solution
The illustration you see on the screen is of a
process flow between Ferranti MECOMS and
Dynamics Utility Asset Management As you
see a connection and device are set up in
MECOMS
On the connection the required master data
is stored such as meter reading frequency
and area When a connection and device
are created in MECOMS a service object
including the applicable data will be repli-
cated in Dynamics Utility Asset Management
automatically
Also if an activity is created in MECOMS it
will automatically trigger a work order in
Dynamics Utility Asset Management While
the order is being processed the initial trigger
activity is updated as well This example
demonstrates teh easeof of use and power of
an integrated solution and the benefits of one
source of information
8
13 16Dynamics Utility Asset Management
Asset
bull Graphical structure builder
bull Assets can be associated with Inventory
bull Full financial maintenance history
bull Full operational maintenance history
bull Maintenance of infrastructure
bull User definable asset property sheets
bull Monitor cost spent on assets
bull Warranty management
Asset Type
bull Asset class and manufacturer maintenance
bull Recurring tasks with BOM as item context
bull Flexible maintenance schedule per asset type
bull Forecast of time and materials for each main-
tenance schedule line
Event Codes
bull Pre-defined material and hour usage per asset
type on work orders
bull Forecasting on preventive maintenance
bull Statistics on budgets and realizations
Work Orders
bull Standard and simplified screen for intake and
ticketing
bull Severity matrix
bull SLA deadlines per status
bull Logging of changes
bull Progress monitoring
bull Routing
Mobile Field Service
bull On and Offline mobile application for
engineers
Planning amp Scheduling
bull Graphical planning across all work orders and
(capital) projects
bull Drag and drop functionality
bull Partial rescheduling
bull Route-planning and task overviews by period
engineer or region
bull Graphical view of resources dispatched
Tasks
bull Actual usage (time material) registration
bull Multiple assignments per work order
bull Supporting documents for assignments
bull Warehouse inventory overview
bull Van inventory overview
Service quotes amp Contracts
bull Invoice scheduling per contract
bull Contract quotations and confirmations
Meter Reading Management
bull Multiple meters and readings per asset
bull Different ways of meter readings
bull On and Off line mobiel applications
Prerequiste
bull Microsoft Dynamics AX 2012
bull Ferranti MECOMS
Dynamics Utility Asset Management a quick overview
9
14 16Dynamics Utility Asset Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
bull Supports maintenance logistics
financials and work orders for the main-
tenance crew and workshop
bull Real-time statistics on costs and reve-
nues of all types of assets
bull Seamless platform-independent integra-
tion to any modern-type mobile device
(tablet phone etc)
bull Required resource availability versus
available resource capacity
bull Optimized maintenance planning and
scheduling using the Graphical Planning
Board
bull Financial planning based on estimated
maintenance
Dynamics Utility Asset Management is a
robust platform that helps you control and
manage preventive and ad-hoc services
required for assets
It supports a wide range of functions and
empowers your company to meet the chal-
lenges of ongoing changes in the utility
market At the same time you gain insight into
your business that you need to succeed in an
increasingly competitive global environment
6 16Dynamics Utility Asset Management
Asset Management
The asset management master file is a single
source of information with regards to histrical
operational and financial information
The asset management master file can be
used for
bull Storing information such as asset type
serial number warranty etc
bull Storing information such as cost center
department or other financial dimen-
sions to which maintenance expenses
are to be posted
bull Defining asset property sheets to main-
tain relevant technical information about
the object
3
7 16Dynamics Utility Asset Management
With work order management Dynamics
Utility Asset Management provides accurate
information about future preventive mainte-
nance as well as ad-hoc maintenance
Dynamics Utility Asset Management serves
as a central point of information where your
employees can keep relevant work order
status updated Having accurate information
available lets you monitor and track the open
work order effectively and efficiently
All work order information will be stored and
linked to equipment providing a knowledge
base for future repairs Essential features of
work order management are
bull Generating work orders for ad-hoc repairs
as well as for preventive maintenance
bull Facility to monitor the progress of open
work orders
bull Option to add multiple tasks to one work
order
bull Defining template for standard hours and
spare parts
Work Orders4
8 16Dynamics Utility Asset Management
Planned and preventive maintenance work
orders offer great flexibility in managing
different types of maintenance activities
Dynamics Utility Asset Management offers
full flexibility in defining maintenance sche-
dules for preventive maintenance Preventive
work orders can be generated automatically
Just like ad-hoc work orders the preventive
work orders will appear in the to-do list of the
maintenance planner to be assigned to the
technicians or engineers
Resource Scheduling amp Tour PLanning
With Dynamics Utility Asset Management you
get a graphical scheduling overview for the
interactive planning of upcoming work based
on outstanding priorities and the availability
of people
Using the scheduling overview your planner
has all the necessary data in one or two sepa-
rated screens with drag and drop functionality
from the maintenance tasks to the planning
Graphical scheduling can be easily configured
enabling you to optimize tour planning
Preventive Maintenance amp Scheduling
5
9 16Dynamics Utility Asset Management
Day-to-Day Process
The day-to-day service process is all
about maintaining the infrastructure in
a cost-efficient way while being able
to act upon incoming requests Utility
Asset Management supports the field
service processes as well as the processes
required for the workshop repair process
The Work Order is the first step in the day-to-day
process Once the Work Order is created the
next step in the process starts with the creation
of a task For this process you can use lsquoevent
codesrsquo to identify pre-defined work pack-
ages which can have default hours spares
checklists and revenue attached to it
While creating the Work Order the relevant
terms and conditions will be automatically
applied to make sure that work that is covered
by a contract is marked as non-invoiceable
Assigning the task to the right person can be
done by using the graphical scheduling over-
view In this screen you will have a direct view
of your resource availability open tasks inclu-
ding their severity and insight into whether
the required spare parts are available
With a simple drag and drop action from the
planner the tasks can be scheduled for the
available resource Our solutions will help
you determine whether the resource has the
skills requirements or certificates as required
by the customer
6
10 16Dynamics Utility Asset Management
Mobile Field Service
Dynamics Mobile Field Service succes-
sfully closes the loop between field workers
Dynamics Utility Asset Management and
your customers We mobilize your core
business processes to give field personnel
and office-based workers real-time access
to enterprise systems whether they
work on a laptop or a mobile device
Dynamics Mobile Field Service includes
viewing work orders start and stop tasks
navigate to the customer location adding
materials and return hours At the same
time techniciansengineers have direct
access to all the data they need to perform
the job like information on the assets
resources service contracts and logistics
Service Assets
Providing service is always related to the
installed base of the customer also known
as service assets Service assets can vary from
a single asset to a complicated installation
consisting of many assets and components in
a flexible multi-level lsquoas maintainedrsquo structure
Utility Asset Management offers you several
ways to register these assets regarding the
service you want to provide including a
graphical asset builder for the more complex
structures
7
11 16Dynamics Utility Asset Management
In addition to pre-defined fields it is also
possible to activate flexible property sheets
to be able to store more asset relevant data
The asset master file is also the single source
of information regarding historical operati-
onal and financial information
Service Contracts
In todayrsquos service focused world requi-
rements regarding service levels and
term amp conditions need to be more and
more flexible and customer focused
Dynamics Utility Asset Management offers
you the tools to support these increasing
demands with the service contract functiona-
lity Whether you require contract templates
to simplify and standardize your service
contracts or fully flexible agreements that
you can build from scratch it is all possible
The service contract functionality allows you
to define the terms amp conditions including
service level definitions SLArsquos periodic invoi-
cing and preventative maintenance
From the moment you start setting up the
contract proposal to the moment you want
to evaluate the contract performance during
or after the contract you can use the views
such as the service contract cockpit view to
analyze the different phases of your contract
lifecycle
12 16Dynamics Utility Asset Management
One Integrated Solution
The illustration you see on the screen is of a
process flow between Ferranti MECOMS and
Dynamics Utility Asset Management As you
see a connection and device are set up in
MECOMS
On the connection the required master data
is stored such as meter reading frequency
and area When a connection and device
are created in MECOMS a service object
including the applicable data will be repli-
cated in Dynamics Utility Asset Management
automatically
Also if an activity is created in MECOMS it
will automatically trigger a work order in
Dynamics Utility Asset Management While
the order is being processed the initial trigger
activity is updated as well This example
demonstrates teh easeof of use and power of
an integrated solution and the benefits of one
source of information
8
13 16Dynamics Utility Asset Management
Asset
bull Graphical structure builder
bull Assets can be associated with Inventory
bull Full financial maintenance history
bull Full operational maintenance history
bull Maintenance of infrastructure
bull User definable asset property sheets
bull Monitor cost spent on assets
bull Warranty management
Asset Type
bull Asset class and manufacturer maintenance
bull Recurring tasks with BOM as item context
bull Flexible maintenance schedule per asset type
bull Forecast of time and materials for each main-
tenance schedule line
Event Codes
bull Pre-defined material and hour usage per asset
type on work orders
bull Forecasting on preventive maintenance
bull Statistics on budgets and realizations
Work Orders
bull Standard and simplified screen for intake and
ticketing
bull Severity matrix
bull SLA deadlines per status
bull Logging of changes
bull Progress monitoring
bull Routing
Mobile Field Service
bull On and Offline mobile application for
engineers
Planning amp Scheduling
bull Graphical planning across all work orders and
(capital) projects
bull Drag and drop functionality
bull Partial rescheduling
bull Route-planning and task overviews by period
engineer or region
bull Graphical view of resources dispatched
Tasks
bull Actual usage (time material) registration
bull Multiple assignments per work order
bull Supporting documents for assignments
bull Warehouse inventory overview
bull Van inventory overview
Service quotes amp Contracts
bull Invoice scheduling per contract
bull Contract quotations and confirmations
Meter Reading Management
bull Multiple meters and readings per asset
bull Different ways of meter readings
bull On and Off line mobiel applications
Prerequiste
bull Microsoft Dynamics AX 2012
bull Ferranti MECOMS
Dynamics Utility Asset Management a quick overview
9
14 16Dynamics Utility Asset Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Asset Management
The asset management master file is a single
source of information with regards to histrical
operational and financial information
The asset management master file can be
used for
bull Storing information such as asset type
serial number warranty etc
bull Storing information such as cost center
department or other financial dimen-
sions to which maintenance expenses
are to be posted
bull Defining asset property sheets to main-
tain relevant technical information about
the object
3
7 16Dynamics Utility Asset Management
With work order management Dynamics
Utility Asset Management provides accurate
information about future preventive mainte-
nance as well as ad-hoc maintenance
Dynamics Utility Asset Management serves
as a central point of information where your
employees can keep relevant work order
status updated Having accurate information
available lets you monitor and track the open
work order effectively and efficiently
All work order information will be stored and
linked to equipment providing a knowledge
base for future repairs Essential features of
work order management are
bull Generating work orders for ad-hoc repairs
as well as for preventive maintenance
bull Facility to monitor the progress of open
work orders
bull Option to add multiple tasks to one work
order
bull Defining template for standard hours and
spare parts
Work Orders4
8 16Dynamics Utility Asset Management
Planned and preventive maintenance work
orders offer great flexibility in managing
different types of maintenance activities
Dynamics Utility Asset Management offers
full flexibility in defining maintenance sche-
dules for preventive maintenance Preventive
work orders can be generated automatically
Just like ad-hoc work orders the preventive
work orders will appear in the to-do list of the
maintenance planner to be assigned to the
technicians or engineers
Resource Scheduling amp Tour PLanning
With Dynamics Utility Asset Management you
get a graphical scheduling overview for the
interactive planning of upcoming work based
on outstanding priorities and the availability
of people
Using the scheduling overview your planner
has all the necessary data in one or two sepa-
rated screens with drag and drop functionality
from the maintenance tasks to the planning
Graphical scheduling can be easily configured
enabling you to optimize tour planning
Preventive Maintenance amp Scheduling
5
9 16Dynamics Utility Asset Management
Day-to-Day Process
The day-to-day service process is all
about maintaining the infrastructure in
a cost-efficient way while being able
to act upon incoming requests Utility
Asset Management supports the field
service processes as well as the processes
required for the workshop repair process
The Work Order is the first step in the day-to-day
process Once the Work Order is created the
next step in the process starts with the creation
of a task For this process you can use lsquoevent
codesrsquo to identify pre-defined work pack-
ages which can have default hours spares
checklists and revenue attached to it
While creating the Work Order the relevant
terms and conditions will be automatically
applied to make sure that work that is covered
by a contract is marked as non-invoiceable
Assigning the task to the right person can be
done by using the graphical scheduling over-
view In this screen you will have a direct view
of your resource availability open tasks inclu-
ding their severity and insight into whether
the required spare parts are available
With a simple drag and drop action from the
planner the tasks can be scheduled for the
available resource Our solutions will help
you determine whether the resource has the
skills requirements or certificates as required
by the customer
6
10 16Dynamics Utility Asset Management
Mobile Field Service
Dynamics Mobile Field Service succes-
sfully closes the loop between field workers
Dynamics Utility Asset Management and
your customers We mobilize your core
business processes to give field personnel
and office-based workers real-time access
to enterprise systems whether they
work on a laptop or a mobile device
Dynamics Mobile Field Service includes
viewing work orders start and stop tasks
navigate to the customer location adding
materials and return hours At the same
time techniciansengineers have direct
access to all the data they need to perform
the job like information on the assets
resources service contracts and logistics
Service Assets
Providing service is always related to the
installed base of the customer also known
as service assets Service assets can vary from
a single asset to a complicated installation
consisting of many assets and components in
a flexible multi-level lsquoas maintainedrsquo structure
Utility Asset Management offers you several
ways to register these assets regarding the
service you want to provide including a
graphical asset builder for the more complex
structures
7
11 16Dynamics Utility Asset Management
In addition to pre-defined fields it is also
possible to activate flexible property sheets
to be able to store more asset relevant data
The asset master file is also the single source
of information regarding historical operati-
onal and financial information
Service Contracts
In todayrsquos service focused world requi-
rements regarding service levels and
term amp conditions need to be more and
more flexible and customer focused
Dynamics Utility Asset Management offers
you the tools to support these increasing
demands with the service contract functiona-
lity Whether you require contract templates
to simplify and standardize your service
contracts or fully flexible agreements that
you can build from scratch it is all possible
The service contract functionality allows you
to define the terms amp conditions including
service level definitions SLArsquos periodic invoi-
cing and preventative maintenance
From the moment you start setting up the
contract proposal to the moment you want
to evaluate the contract performance during
or after the contract you can use the views
such as the service contract cockpit view to
analyze the different phases of your contract
lifecycle
12 16Dynamics Utility Asset Management
One Integrated Solution
The illustration you see on the screen is of a
process flow between Ferranti MECOMS and
Dynamics Utility Asset Management As you
see a connection and device are set up in
MECOMS
On the connection the required master data
is stored such as meter reading frequency
and area When a connection and device
are created in MECOMS a service object
including the applicable data will be repli-
cated in Dynamics Utility Asset Management
automatically
Also if an activity is created in MECOMS it
will automatically trigger a work order in
Dynamics Utility Asset Management While
the order is being processed the initial trigger
activity is updated as well This example
demonstrates teh easeof of use and power of
an integrated solution and the benefits of one
source of information
8
13 16Dynamics Utility Asset Management
Asset
bull Graphical structure builder
bull Assets can be associated with Inventory
bull Full financial maintenance history
bull Full operational maintenance history
bull Maintenance of infrastructure
bull User definable asset property sheets
bull Monitor cost spent on assets
bull Warranty management
Asset Type
bull Asset class and manufacturer maintenance
bull Recurring tasks with BOM as item context
bull Flexible maintenance schedule per asset type
bull Forecast of time and materials for each main-
tenance schedule line
Event Codes
bull Pre-defined material and hour usage per asset
type on work orders
bull Forecasting on preventive maintenance
bull Statistics on budgets and realizations
Work Orders
bull Standard and simplified screen for intake and
ticketing
bull Severity matrix
bull SLA deadlines per status
bull Logging of changes
bull Progress monitoring
bull Routing
Mobile Field Service
bull On and Offline mobile application for
engineers
Planning amp Scheduling
bull Graphical planning across all work orders and
(capital) projects
bull Drag and drop functionality
bull Partial rescheduling
bull Route-planning and task overviews by period
engineer or region
bull Graphical view of resources dispatched
Tasks
bull Actual usage (time material) registration
bull Multiple assignments per work order
bull Supporting documents for assignments
bull Warehouse inventory overview
bull Van inventory overview
Service quotes amp Contracts
bull Invoice scheduling per contract
bull Contract quotations and confirmations
Meter Reading Management
bull Multiple meters and readings per asset
bull Different ways of meter readings
bull On and Off line mobiel applications
Prerequiste
bull Microsoft Dynamics AX 2012
bull Ferranti MECOMS
Dynamics Utility Asset Management a quick overview
9
14 16Dynamics Utility Asset Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
With work order management Dynamics
Utility Asset Management provides accurate
information about future preventive mainte-
nance as well as ad-hoc maintenance
Dynamics Utility Asset Management serves
as a central point of information where your
employees can keep relevant work order
status updated Having accurate information
available lets you monitor and track the open
work order effectively and efficiently
All work order information will be stored and
linked to equipment providing a knowledge
base for future repairs Essential features of
work order management are
bull Generating work orders for ad-hoc repairs
as well as for preventive maintenance
bull Facility to monitor the progress of open
work orders
bull Option to add multiple tasks to one work
order
bull Defining template for standard hours and
spare parts
Work Orders4
8 16Dynamics Utility Asset Management
Planned and preventive maintenance work
orders offer great flexibility in managing
different types of maintenance activities
Dynamics Utility Asset Management offers
full flexibility in defining maintenance sche-
dules for preventive maintenance Preventive
work orders can be generated automatically
Just like ad-hoc work orders the preventive
work orders will appear in the to-do list of the
maintenance planner to be assigned to the
technicians or engineers
Resource Scheduling amp Tour PLanning
With Dynamics Utility Asset Management you
get a graphical scheduling overview for the
interactive planning of upcoming work based
on outstanding priorities and the availability
of people
Using the scheduling overview your planner
has all the necessary data in one or two sepa-
rated screens with drag and drop functionality
from the maintenance tasks to the planning
Graphical scheduling can be easily configured
enabling you to optimize tour planning
Preventive Maintenance amp Scheduling
5
9 16Dynamics Utility Asset Management
Day-to-Day Process
The day-to-day service process is all
about maintaining the infrastructure in
a cost-efficient way while being able
to act upon incoming requests Utility
Asset Management supports the field
service processes as well as the processes
required for the workshop repair process
The Work Order is the first step in the day-to-day
process Once the Work Order is created the
next step in the process starts with the creation
of a task For this process you can use lsquoevent
codesrsquo to identify pre-defined work pack-
ages which can have default hours spares
checklists and revenue attached to it
While creating the Work Order the relevant
terms and conditions will be automatically
applied to make sure that work that is covered
by a contract is marked as non-invoiceable
Assigning the task to the right person can be
done by using the graphical scheduling over-
view In this screen you will have a direct view
of your resource availability open tasks inclu-
ding their severity and insight into whether
the required spare parts are available
With a simple drag and drop action from the
planner the tasks can be scheduled for the
available resource Our solutions will help
you determine whether the resource has the
skills requirements or certificates as required
by the customer
6
10 16Dynamics Utility Asset Management
Mobile Field Service
Dynamics Mobile Field Service succes-
sfully closes the loop between field workers
Dynamics Utility Asset Management and
your customers We mobilize your core
business processes to give field personnel
and office-based workers real-time access
to enterprise systems whether they
work on a laptop or a mobile device
Dynamics Mobile Field Service includes
viewing work orders start and stop tasks
navigate to the customer location adding
materials and return hours At the same
time techniciansengineers have direct
access to all the data they need to perform
the job like information on the assets
resources service contracts and logistics
Service Assets
Providing service is always related to the
installed base of the customer also known
as service assets Service assets can vary from
a single asset to a complicated installation
consisting of many assets and components in
a flexible multi-level lsquoas maintainedrsquo structure
Utility Asset Management offers you several
ways to register these assets regarding the
service you want to provide including a
graphical asset builder for the more complex
structures
7
11 16Dynamics Utility Asset Management
In addition to pre-defined fields it is also
possible to activate flexible property sheets
to be able to store more asset relevant data
The asset master file is also the single source
of information regarding historical operati-
onal and financial information
Service Contracts
In todayrsquos service focused world requi-
rements regarding service levels and
term amp conditions need to be more and
more flexible and customer focused
Dynamics Utility Asset Management offers
you the tools to support these increasing
demands with the service contract functiona-
lity Whether you require contract templates
to simplify and standardize your service
contracts or fully flexible agreements that
you can build from scratch it is all possible
The service contract functionality allows you
to define the terms amp conditions including
service level definitions SLArsquos periodic invoi-
cing and preventative maintenance
From the moment you start setting up the
contract proposal to the moment you want
to evaluate the contract performance during
or after the contract you can use the views
such as the service contract cockpit view to
analyze the different phases of your contract
lifecycle
12 16Dynamics Utility Asset Management
One Integrated Solution
The illustration you see on the screen is of a
process flow between Ferranti MECOMS and
Dynamics Utility Asset Management As you
see a connection and device are set up in
MECOMS
On the connection the required master data
is stored such as meter reading frequency
and area When a connection and device
are created in MECOMS a service object
including the applicable data will be repli-
cated in Dynamics Utility Asset Management
automatically
Also if an activity is created in MECOMS it
will automatically trigger a work order in
Dynamics Utility Asset Management While
the order is being processed the initial trigger
activity is updated as well This example
demonstrates teh easeof of use and power of
an integrated solution and the benefits of one
source of information
8
13 16Dynamics Utility Asset Management
Asset
bull Graphical structure builder
bull Assets can be associated with Inventory
bull Full financial maintenance history
bull Full operational maintenance history
bull Maintenance of infrastructure
bull User definable asset property sheets
bull Monitor cost spent on assets
bull Warranty management
Asset Type
bull Asset class and manufacturer maintenance
bull Recurring tasks with BOM as item context
bull Flexible maintenance schedule per asset type
bull Forecast of time and materials for each main-
tenance schedule line
Event Codes
bull Pre-defined material and hour usage per asset
type on work orders
bull Forecasting on preventive maintenance
bull Statistics on budgets and realizations
Work Orders
bull Standard and simplified screen for intake and
ticketing
bull Severity matrix
bull SLA deadlines per status
bull Logging of changes
bull Progress monitoring
bull Routing
Mobile Field Service
bull On and Offline mobile application for
engineers
Planning amp Scheduling
bull Graphical planning across all work orders and
(capital) projects
bull Drag and drop functionality
bull Partial rescheduling
bull Route-planning and task overviews by period
engineer or region
bull Graphical view of resources dispatched
Tasks
bull Actual usage (time material) registration
bull Multiple assignments per work order
bull Supporting documents for assignments
bull Warehouse inventory overview
bull Van inventory overview
Service quotes amp Contracts
bull Invoice scheduling per contract
bull Contract quotations and confirmations
Meter Reading Management
bull Multiple meters and readings per asset
bull Different ways of meter readings
bull On and Off line mobiel applications
Prerequiste
bull Microsoft Dynamics AX 2012
bull Ferranti MECOMS
Dynamics Utility Asset Management a quick overview
9
14 16Dynamics Utility Asset Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Planned and preventive maintenance work
orders offer great flexibility in managing
different types of maintenance activities
Dynamics Utility Asset Management offers
full flexibility in defining maintenance sche-
dules for preventive maintenance Preventive
work orders can be generated automatically
Just like ad-hoc work orders the preventive
work orders will appear in the to-do list of the
maintenance planner to be assigned to the
technicians or engineers
Resource Scheduling amp Tour PLanning
With Dynamics Utility Asset Management you
get a graphical scheduling overview for the
interactive planning of upcoming work based
on outstanding priorities and the availability
of people
Using the scheduling overview your planner
has all the necessary data in one or two sepa-
rated screens with drag and drop functionality
from the maintenance tasks to the planning
Graphical scheduling can be easily configured
enabling you to optimize tour planning
Preventive Maintenance amp Scheduling
5
9 16Dynamics Utility Asset Management
Day-to-Day Process
The day-to-day service process is all
about maintaining the infrastructure in
a cost-efficient way while being able
to act upon incoming requests Utility
Asset Management supports the field
service processes as well as the processes
required for the workshop repair process
The Work Order is the first step in the day-to-day
process Once the Work Order is created the
next step in the process starts with the creation
of a task For this process you can use lsquoevent
codesrsquo to identify pre-defined work pack-
ages which can have default hours spares
checklists and revenue attached to it
While creating the Work Order the relevant
terms and conditions will be automatically
applied to make sure that work that is covered
by a contract is marked as non-invoiceable
Assigning the task to the right person can be
done by using the graphical scheduling over-
view In this screen you will have a direct view
of your resource availability open tasks inclu-
ding their severity and insight into whether
the required spare parts are available
With a simple drag and drop action from the
planner the tasks can be scheduled for the
available resource Our solutions will help
you determine whether the resource has the
skills requirements or certificates as required
by the customer
6
10 16Dynamics Utility Asset Management
Mobile Field Service
Dynamics Mobile Field Service succes-
sfully closes the loop between field workers
Dynamics Utility Asset Management and
your customers We mobilize your core
business processes to give field personnel
and office-based workers real-time access
to enterprise systems whether they
work on a laptop or a mobile device
Dynamics Mobile Field Service includes
viewing work orders start and stop tasks
navigate to the customer location adding
materials and return hours At the same
time techniciansengineers have direct
access to all the data they need to perform
the job like information on the assets
resources service contracts and logistics
Service Assets
Providing service is always related to the
installed base of the customer also known
as service assets Service assets can vary from
a single asset to a complicated installation
consisting of many assets and components in
a flexible multi-level lsquoas maintainedrsquo structure
Utility Asset Management offers you several
ways to register these assets regarding the
service you want to provide including a
graphical asset builder for the more complex
structures
7
11 16Dynamics Utility Asset Management
In addition to pre-defined fields it is also
possible to activate flexible property sheets
to be able to store more asset relevant data
The asset master file is also the single source
of information regarding historical operati-
onal and financial information
Service Contracts
In todayrsquos service focused world requi-
rements regarding service levels and
term amp conditions need to be more and
more flexible and customer focused
Dynamics Utility Asset Management offers
you the tools to support these increasing
demands with the service contract functiona-
lity Whether you require contract templates
to simplify and standardize your service
contracts or fully flexible agreements that
you can build from scratch it is all possible
The service contract functionality allows you
to define the terms amp conditions including
service level definitions SLArsquos periodic invoi-
cing and preventative maintenance
From the moment you start setting up the
contract proposal to the moment you want
to evaluate the contract performance during
or after the contract you can use the views
such as the service contract cockpit view to
analyze the different phases of your contract
lifecycle
12 16Dynamics Utility Asset Management
One Integrated Solution
The illustration you see on the screen is of a
process flow between Ferranti MECOMS and
Dynamics Utility Asset Management As you
see a connection and device are set up in
MECOMS
On the connection the required master data
is stored such as meter reading frequency
and area When a connection and device
are created in MECOMS a service object
including the applicable data will be repli-
cated in Dynamics Utility Asset Management
automatically
Also if an activity is created in MECOMS it
will automatically trigger a work order in
Dynamics Utility Asset Management While
the order is being processed the initial trigger
activity is updated as well This example
demonstrates teh easeof of use and power of
an integrated solution and the benefits of one
source of information
8
13 16Dynamics Utility Asset Management
Asset
bull Graphical structure builder
bull Assets can be associated with Inventory
bull Full financial maintenance history
bull Full operational maintenance history
bull Maintenance of infrastructure
bull User definable asset property sheets
bull Monitor cost spent on assets
bull Warranty management
Asset Type
bull Asset class and manufacturer maintenance
bull Recurring tasks with BOM as item context
bull Flexible maintenance schedule per asset type
bull Forecast of time and materials for each main-
tenance schedule line
Event Codes
bull Pre-defined material and hour usage per asset
type on work orders
bull Forecasting on preventive maintenance
bull Statistics on budgets and realizations
Work Orders
bull Standard and simplified screen for intake and
ticketing
bull Severity matrix
bull SLA deadlines per status
bull Logging of changes
bull Progress monitoring
bull Routing
Mobile Field Service
bull On and Offline mobile application for
engineers
Planning amp Scheduling
bull Graphical planning across all work orders and
(capital) projects
bull Drag and drop functionality
bull Partial rescheduling
bull Route-planning and task overviews by period
engineer or region
bull Graphical view of resources dispatched
Tasks
bull Actual usage (time material) registration
bull Multiple assignments per work order
bull Supporting documents for assignments
bull Warehouse inventory overview
bull Van inventory overview
Service quotes amp Contracts
bull Invoice scheduling per contract
bull Contract quotations and confirmations
Meter Reading Management
bull Multiple meters and readings per asset
bull Different ways of meter readings
bull On and Off line mobiel applications
Prerequiste
bull Microsoft Dynamics AX 2012
bull Ferranti MECOMS
Dynamics Utility Asset Management a quick overview
9
14 16Dynamics Utility Asset Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Day-to-Day Process
The day-to-day service process is all
about maintaining the infrastructure in
a cost-efficient way while being able
to act upon incoming requests Utility
Asset Management supports the field
service processes as well as the processes
required for the workshop repair process
The Work Order is the first step in the day-to-day
process Once the Work Order is created the
next step in the process starts with the creation
of a task For this process you can use lsquoevent
codesrsquo to identify pre-defined work pack-
ages which can have default hours spares
checklists and revenue attached to it
While creating the Work Order the relevant
terms and conditions will be automatically
applied to make sure that work that is covered
by a contract is marked as non-invoiceable
Assigning the task to the right person can be
done by using the graphical scheduling over-
view In this screen you will have a direct view
of your resource availability open tasks inclu-
ding their severity and insight into whether
the required spare parts are available
With a simple drag and drop action from the
planner the tasks can be scheduled for the
available resource Our solutions will help
you determine whether the resource has the
skills requirements or certificates as required
by the customer
6
10 16Dynamics Utility Asset Management
Mobile Field Service
Dynamics Mobile Field Service succes-
sfully closes the loop between field workers
Dynamics Utility Asset Management and
your customers We mobilize your core
business processes to give field personnel
and office-based workers real-time access
to enterprise systems whether they
work on a laptop or a mobile device
Dynamics Mobile Field Service includes
viewing work orders start and stop tasks
navigate to the customer location adding
materials and return hours At the same
time techniciansengineers have direct
access to all the data they need to perform
the job like information on the assets
resources service contracts and logistics
Service Assets
Providing service is always related to the
installed base of the customer also known
as service assets Service assets can vary from
a single asset to a complicated installation
consisting of many assets and components in
a flexible multi-level lsquoas maintainedrsquo structure
Utility Asset Management offers you several
ways to register these assets regarding the
service you want to provide including a
graphical asset builder for the more complex
structures
7
11 16Dynamics Utility Asset Management
In addition to pre-defined fields it is also
possible to activate flexible property sheets
to be able to store more asset relevant data
The asset master file is also the single source
of information regarding historical operati-
onal and financial information
Service Contracts
In todayrsquos service focused world requi-
rements regarding service levels and
term amp conditions need to be more and
more flexible and customer focused
Dynamics Utility Asset Management offers
you the tools to support these increasing
demands with the service contract functiona-
lity Whether you require contract templates
to simplify and standardize your service
contracts or fully flexible agreements that
you can build from scratch it is all possible
The service contract functionality allows you
to define the terms amp conditions including
service level definitions SLArsquos periodic invoi-
cing and preventative maintenance
From the moment you start setting up the
contract proposal to the moment you want
to evaluate the contract performance during
or after the contract you can use the views
such as the service contract cockpit view to
analyze the different phases of your contract
lifecycle
12 16Dynamics Utility Asset Management
One Integrated Solution
The illustration you see on the screen is of a
process flow between Ferranti MECOMS and
Dynamics Utility Asset Management As you
see a connection and device are set up in
MECOMS
On the connection the required master data
is stored such as meter reading frequency
and area When a connection and device
are created in MECOMS a service object
including the applicable data will be repli-
cated in Dynamics Utility Asset Management
automatically
Also if an activity is created in MECOMS it
will automatically trigger a work order in
Dynamics Utility Asset Management While
the order is being processed the initial trigger
activity is updated as well This example
demonstrates teh easeof of use and power of
an integrated solution and the benefits of one
source of information
8
13 16Dynamics Utility Asset Management
Asset
bull Graphical structure builder
bull Assets can be associated with Inventory
bull Full financial maintenance history
bull Full operational maintenance history
bull Maintenance of infrastructure
bull User definable asset property sheets
bull Monitor cost spent on assets
bull Warranty management
Asset Type
bull Asset class and manufacturer maintenance
bull Recurring tasks with BOM as item context
bull Flexible maintenance schedule per asset type
bull Forecast of time and materials for each main-
tenance schedule line
Event Codes
bull Pre-defined material and hour usage per asset
type on work orders
bull Forecasting on preventive maintenance
bull Statistics on budgets and realizations
Work Orders
bull Standard and simplified screen for intake and
ticketing
bull Severity matrix
bull SLA deadlines per status
bull Logging of changes
bull Progress monitoring
bull Routing
Mobile Field Service
bull On and Offline mobile application for
engineers
Planning amp Scheduling
bull Graphical planning across all work orders and
(capital) projects
bull Drag and drop functionality
bull Partial rescheduling
bull Route-planning and task overviews by period
engineer or region
bull Graphical view of resources dispatched
Tasks
bull Actual usage (time material) registration
bull Multiple assignments per work order
bull Supporting documents for assignments
bull Warehouse inventory overview
bull Van inventory overview
Service quotes amp Contracts
bull Invoice scheduling per contract
bull Contract quotations and confirmations
Meter Reading Management
bull Multiple meters and readings per asset
bull Different ways of meter readings
bull On and Off line mobiel applications
Prerequiste
bull Microsoft Dynamics AX 2012
bull Ferranti MECOMS
Dynamics Utility Asset Management a quick overview
9
14 16Dynamics Utility Asset Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Mobile Field Service
Dynamics Mobile Field Service succes-
sfully closes the loop between field workers
Dynamics Utility Asset Management and
your customers We mobilize your core
business processes to give field personnel
and office-based workers real-time access
to enterprise systems whether they
work on a laptop or a mobile device
Dynamics Mobile Field Service includes
viewing work orders start and stop tasks
navigate to the customer location adding
materials and return hours At the same
time techniciansengineers have direct
access to all the data they need to perform
the job like information on the assets
resources service contracts and logistics
Service Assets
Providing service is always related to the
installed base of the customer also known
as service assets Service assets can vary from
a single asset to a complicated installation
consisting of many assets and components in
a flexible multi-level lsquoas maintainedrsquo structure
Utility Asset Management offers you several
ways to register these assets regarding the
service you want to provide including a
graphical asset builder for the more complex
structures
7
11 16Dynamics Utility Asset Management
In addition to pre-defined fields it is also
possible to activate flexible property sheets
to be able to store more asset relevant data
The asset master file is also the single source
of information regarding historical operati-
onal and financial information
Service Contracts
In todayrsquos service focused world requi-
rements regarding service levels and
term amp conditions need to be more and
more flexible and customer focused
Dynamics Utility Asset Management offers
you the tools to support these increasing
demands with the service contract functiona-
lity Whether you require contract templates
to simplify and standardize your service
contracts or fully flexible agreements that
you can build from scratch it is all possible
The service contract functionality allows you
to define the terms amp conditions including
service level definitions SLArsquos periodic invoi-
cing and preventative maintenance
From the moment you start setting up the
contract proposal to the moment you want
to evaluate the contract performance during
or after the contract you can use the views
such as the service contract cockpit view to
analyze the different phases of your contract
lifecycle
12 16Dynamics Utility Asset Management
One Integrated Solution
The illustration you see on the screen is of a
process flow between Ferranti MECOMS and
Dynamics Utility Asset Management As you
see a connection and device are set up in
MECOMS
On the connection the required master data
is stored such as meter reading frequency
and area When a connection and device
are created in MECOMS a service object
including the applicable data will be repli-
cated in Dynamics Utility Asset Management
automatically
Also if an activity is created in MECOMS it
will automatically trigger a work order in
Dynamics Utility Asset Management While
the order is being processed the initial trigger
activity is updated as well This example
demonstrates teh easeof of use and power of
an integrated solution and the benefits of one
source of information
8
13 16Dynamics Utility Asset Management
Asset
bull Graphical structure builder
bull Assets can be associated with Inventory
bull Full financial maintenance history
bull Full operational maintenance history
bull Maintenance of infrastructure
bull User definable asset property sheets
bull Monitor cost spent on assets
bull Warranty management
Asset Type
bull Asset class and manufacturer maintenance
bull Recurring tasks with BOM as item context
bull Flexible maintenance schedule per asset type
bull Forecast of time and materials for each main-
tenance schedule line
Event Codes
bull Pre-defined material and hour usage per asset
type on work orders
bull Forecasting on preventive maintenance
bull Statistics on budgets and realizations
Work Orders
bull Standard and simplified screen for intake and
ticketing
bull Severity matrix
bull SLA deadlines per status
bull Logging of changes
bull Progress monitoring
bull Routing
Mobile Field Service
bull On and Offline mobile application for
engineers
Planning amp Scheduling
bull Graphical planning across all work orders and
(capital) projects
bull Drag and drop functionality
bull Partial rescheduling
bull Route-planning and task overviews by period
engineer or region
bull Graphical view of resources dispatched
Tasks
bull Actual usage (time material) registration
bull Multiple assignments per work order
bull Supporting documents for assignments
bull Warehouse inventory overview
bull Van inventory overview
Service quotes amp Contracts
bull Invoice scheduling per contract
bull Contract quotations and confirmations
Meter Reading Management
bull Multiple meters and readings per asset
bull Different ways of meter readings
bull On and Off line mobiel applications
Prerequiste
bull Microsoft Dynamics AX 2012
bull Ferranti MECOMS
Dynamics Utility Asset Management a quick overview
9
14 16Dynamics Utility Asset Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
In addition to pre-defined fields it is also
possible to activate flexible property sheets
to be able to store more asset relevant data
The asset master file is also the single source
of information regarding historical operati-
onal and financial information
Service Contracts
In todayrsquos service focused world requi-
rements regarding service levels and
term amp conditions need to be more and
more flexible and customer focused
Dynamics Utility Asset Management offers
you the tools to support these increasing
demands with the service contract functiona-
lity Whether you require contract templates
to simplify and standardize your service
contracts or fully flexible agreements that
you can build from scratch it is all possible
The service contract functionality allows you
to define the terms amp conditions including
service level definitions SLArsquos periodic invoi-
cing and preventative maintenance
From the moment you start setting up the
contract proposal to the moment you want
to evaluate the contract performance during
or after the contract you can use the views
such as the service contract cockpit view to
analyze the different phases of your contract
lifecycle
12 16Dynamics Utility Asset Management
One Integrated Solution
The illustration you see on the screen is of a
process flow between Ferranti MECOMS and
Dynamics Utility Asset Management As you
see a connection and device are set up in
MECOMS
On the connection the required master data
is stored such as meter reading frequency
and area When a connection and device
are created in MECOMS a service object
including the applicable data will be repli-
cated in Dynamics Utility Asset Management
automatically
Also if an activity is created in MECOMS it
will automatically trigger a work order in
Dynamics Utility Asset Management While
the order is being processed the initial trigger
activity is updated as well This example
demonstrates teh easeof of use and power of
an integrated solution and the benefits of one
source of information
8
13 16Dynamics Utility Asset Management
Asset
bull Graphical structure builder
bull Assets can be associated with Inventory
bull Full financial maintenance history
bull Full operational maintenance history
bull Maintenance of infrastructure
bull User definable asset property sheets
bull Monitor cost spent on assets
bull Warranty management
Asset Type
bull Asset class and manufacturer maintenance
bull Recurring tasks with BOM as item context
bull Flexible maintenance schedule per asset type
bull Forecast of time and materials for each main-
tenance schedule line
Event Codes
bull Pre-defined material and hour usage per asset
type on work orders
bull Forecasting on preventive maintenance
bull Statistics on budgets and realizations
Work Orders
bull Standard and simplified screen for intake and
ticketing
bull Severity matrix
bull SLA deadlines per status
bull Logging of changes
bull Progress monitoring
bull Routing
Mobile Field Service
bull On and Offline mobile application for
engineers
Planning amp Scheduling
bull Graphical planning across all work orders and
(capital) projects
bull Drag and drop functionality
bull Partial rescheduling
bull Route-planning and task overviews by period
engineer or region
bull Graphical view of resources dispatched
Tasks
bull Actual usage (time material) registration
bull Multiple assignments per work order
bull Supporting documents for assignments
bull Warehouse inventory overview
bull Van inventory overview
Service quotes amp Contracts
bull Invoice scheduling per contract
bull Contract quotations and confirmations
Meter Reading Management
bull Multiple meters and readings per asset
bull Different ways of meter readings
bull On and Off line mobiel applications
Prerequiste
bull Microsoft Dynamics AX 2012
bull Ferranti MECOMS
Dynamics Utility Asset Management a quick overview
9
14 16Dynamics Utility Asset Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
One Integrated Solution
The illustration you see on the screen is of a
process flow between Ferranti MECOMS and
Dynamics Utility Asset Management As you
see a connection and device are set up in
MECOMS
On the connection the required master data
is stored such as meter reading frequency
and area When a connection and device
are created in MECOMS a service object
including the applicable data will be repli-
cated in Dynamics Utility Asset Management
automatically
Also if an activity is created in MECOMS it
will automatically trigger a work order in
Dynamics Utility Asset Management While
the order is being processed the initial trigger
activity is updated as well This example
demonstrates teh easeof of use and power of
an integrated solution and the benefits of one
source of information
8
13 16Dynamics Utility Asset Management
Asset
bull Graphical structure builder
bull Assets can be associated with Inventory
bull Full financial maintenance history
bull Full operational maintenance history
bull Maintenance of infrastructure
bull User definable asset property sheets
bull Monitor cost spent on assets
bull Warranty management
Asset Type
bull Asset class and manufacturer maintenance
bull Recurring tasks with BOM as item context
bull Flexible maintenance schedule per asset type
bull Forecast of time and materials for each main-
tenance schedule line
Event Codes
bull Pre-defined material and hour usage per asset
type on work orders
bull Forecasting on preventive maintenance
bull Statistics on budgets and realizations
Work Orders
bull Standard and simplified screen for intake and
ticketing
bull Severity matrix
bull SLA deadlines per status
bull Logging of changes
bull Progress monitoring
bull Routing
Mobile Field Service
bull On and Offline mobile application for
engineers
Planning amp Scheduling
bull Graphical planning across all work orders and
(capital) projects
bull Drag and drop functionality
bull Partial rescheduling
bull Route-planning and task overviews by period
engineer or region
bull Graphical view of resources dispatched
Tasks
bull Actual usage (time material) registration
bull Multiple assignments per work order
bull Supporting documents for assignments
bull Warehouse inventory overview
bull Van inventory overview
Service quotes amp Contracts
bull Invoice scheduling per contract
bull Contract quotations and confirmations
Meter Reading Management
bull Multiple meters and readings per asset
bull Different ways of meter readings
bull On and Off line mobiel applications
Prerequiste
bull Microsoft Dynamics AX 2012
bull Ferranti MECOMS
Dynamics Utility Asset Management a quick overview
9
14 16Dynamics Utility Asset Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Asset
bull Graphical structure builder
bull Assets can be associated with Inventory
bull Full financial maintenance history
bull Full operational maintenance history
bull Maintenance of infrastructure
bull User definable asset property sheets
bull Monitor cost spent on assets
bull Warranty management
Asset Type
bull Asset class and manufacturer maintenance
bull Recurring tasks with BOM as item context
bull Flexible maintenance schedule per asset type
bull Forecast of time and materials for each main-
tenance schedule line
Event Codes
bull Pre-defined material and hour usage per asset
type on work orders
bull Forecasting on preventive maintenance
bull Statistics on budgets and realizations
Work Orders
bull Standard and simplified screen for intake and
ticketing
bull Severity matrix
bull SLA deadlines per status
bull Logging of changes
bull Progress monitoring
bull Routing
Mobile Field Service
bull On and Offline mobile application for
engineers
Planning amp Scheduling
bull Graphical planning across all work orders and
(capital) projects
bull Drag and drop functionality
bull Partial rescheduling
bull Route-planning and task overviews by period
engineer or region
bull Graphical view of resources dispatched
Tasks
bull Actual usage (time material) registration
bull Multiple assignments per work order
bull Supporting documents for assignments
bull Warehouse inventory overview
bull Van inventory overview
Service quotes amp Contracts
bull Invoice scheduling per contract
bull Contract quotations and confirmations
Meter Reading Management
bull Multiple meters and readings per asset
bull Different ways of meter readings
bull On and Off line mobiel applications
Prerequiste
bull Microsoft Dynamics AX 2012
bull Ferranti MECOMS
Dynamics Utility Asset Management a quick overview
9
14 16Dynamics Utility Asset Management
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSO Innovation offers new ways using new technology new applications new processes and new approaches to assist our clients in becoming digital leaders in their industry HSO Innovation designs develops sells and maintains strategic and differentiating Dynamics Apps that drive outstanding results for our clients using Microsoft Dynamics 365 Combined with our wide range of Premiere Services that are offered on Microsoft Azure we improve overall business efficiency Our Dynamics Apps and Premier Services are based on best practices developed over the years working directly with our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
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