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

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

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

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

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

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

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

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

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

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

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

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

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

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

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