Inventory Optimization & Warehouse Standardization Program

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Transcript Inventory Optimization & Warehouse Standardization Program

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Mobile Technology / Many uses

Work Order Management / Service Requests Asset Management / Asset Inventory / Operator Inspections Inventory / Warehouse Optimization / Barcoding / RFID Service Requests / Purchase Requests

Scott Schilling Sr. Account Manager Western US / Canada Business Analyst Mobile Program Engineering / Optimization

Technology Evolution

Many organizations are beginning to realize that they’re sitting on a

gold mine of data

Don’t be caught with “

dark data

” — used for one purpose and then forgotten…

DataSplice

Enterprise Approach

Complete Enterprise Systems

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The DataSplice Enterprise Approach

Key components of our enterprise mobile solution

Easy install and configuration – Preconfigured plugins / Maximo MBO’s / Pre-built “out of the box” views Single point of administration – Provide a comprehensive and intuitive tool for IT staff to maintain and configure the system as business requirements evolve “Design Once and Done” Approach – Eliminate the need to develop and support separate solutions for various platforms and devices Support multiple operating systems – Increase the flexibility of device selection and guarantee buy-in by end-users Integrate with multiple databases – Increase business awareness by providing access to all necessary data in the office or the field Easy-to-use interface – Focus on job responsibilities and streamline workflows by eliminating field technicians’ use of multiple programs

Example: Maximo Front door - The Typical User Experience for Failure Reporting Query List Work Order Failure Tab Select Cause – Select Remedy Enter Remarks- Select Actions Change Status, Select OK, Next Record….

Added Benefit Maximo Streamlined Interface / Enhanced user experience

What Needs to be Done…

What I Did…

What I Need to See…

Regulatory Compliance Information collected

Typical Compliance Components       Identification of facility & location Scheduled intervals of maintenance Descriptions of maintenance, testing & inspections Checklists, Forms & Reports Condition assessment criteria & status Station maintenance details & logs Accurate Maintenance Record Keeping    Plans & records available for regional regulators Records & reports available for inspection & audit Retention of maintenance records

Taking Your Work Orders Mobile

 Work Orders Tracking (user's work orders based on user log-in / basis of work assignment)  View Job Plans / Operation Task Steps (associated with the WO i.e. measurements / safety)  Planned Inventory Items / Materials / Tools  Work Log / Log History  Work Order History - Assets & Repairs (view previous work orders for selected asset)  Failure Reporting / Long Descriptions (record problem / cause / remedy code / Attach photo)  Labor Reporting – Individual & Crew  Create new of follow-up Work Order in the field  Update or Change Status of Work Orders  Viewing or Attaching Photos / Documents

Asset Management / Operator Inspection Rounds  Asset inventory / Asset Management (Update / Create new assets in the field)  Ensuring all equipment & assets are regularly monitored setting up route stops and inspection points i.e. valve closed, gate locked, lights on etc.  Immediate warnings on out of spec readings setting upper lower limits i.e. pressure / voltage / temperature / continues run hour meters / etc.  Generate follow up work order from inspection in the field  Capture critical inspection information time & date stamp / inspector info.  Simple data entry barcode scanning / RFID read / value lists / drop down selections  Collection of regulatory compliance data for reporting

Field Asset Bar Coding & RFID Tags

Weatherproof Teflon Coated Asset Bar-Code Tags Weatherproof RFID active and passive tags

Discrepancies in Inventory

General Ledger Booked Value Off

Let’s take a look at some major reasons

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Items not labeled – (decisions on what should be labeled) Items hard to find in the warehouse – ( more than one item to one location) typically due to inadequate or lack of storage) No dedicated warehouse – (several storage areas) Data Quality – (Poor descriptions, duplicate items) Still buying items already on hand (Difficult parts lookup system) Warehouse environment – (accessibility, security issue) Inventory practices not enforced – transaction) (parts leave warehouse without Physical inventory and cycle counting at basic levels Storeroom organization

Taking Your Storeroom Inventory Mobile

            Search inventory Inventory Balance Adjustments Cycle Counts (ABC item classification) Automatic Inventory Reconciliation Inventory Transfers / Storerooms - Bins Issue / Returns to WO or Labor Code Reserved Material & Inventory Pick List Inventory Item Master Access Purchase Order Receiving Bar Code Label Printing RFID spare parts / rotating assets Tool Tracking

Preparing for an Inventory Mobile Solution

 signal strength / connectivity for wireless – offline verify doc station areas)  Online Wireless or Offline Batch Configuration of Software (verify storeroom areas for (detailed requirements gathering)  Mobile Hardware Decisions (handheld / tablet / laptop / etc)  Labeling of Storage Locations  Labeling of Inventory Items (barcode labels / RFID tags)  Proper storage equipment / environment

Store Room “BEFORE”

Hard to find items – Difficult to count

Store room “AFTER”

Storeroom Optimization Quick & Easy to Locate items & Count Inventory

One item to one location = Efficiency / Accuracy

Storeroom Optimization

Quick & Easy to Locate items & Count Inventory

Small parts storage with configurable dividers

Create a Storeroom Labeling Plan

Creating Location Barcode Labels

Building a “Smart” Bar Code “Location Label” INVENTORY PROGRAM MANGEMENT

Inventory Location Logic N N N N N N,A “ Smart Bin Number System ” ) STREET ADDRESS Level or Shelf ( Lowest to Highest ) ZIP CODE Warehouse Location ( First two characters represent Warehouse) 12 : 01 : 02 : 2C : Aisle 12 (started at designated corner of warehouse) Bay location Second shelf up from floor Second location from left, 3 rd rd location back from front of drawer

Rev 10, rek, July 16, 2002

BAY 1 MAIN WAREHOUSE BAY 2 BAY 3 BAY 4 BAY 5 BAY 6 Smart Bin “Location Label” Numbering System Example MAIN-A-6-8-2b

Maximo Item No.

Barcoding simplified

Creating Item Barcode Labels

Seal, Mechanical, Self Aligning- 1 In ID Mfg Part No.

C&R- 25503 Gasket- Pump Housing EACH Description Issue Unit Victor – AR46 Bearing, Pillow Block, Fafnir- 1 In ID EACH Timkin - 2321 EACH

Note: Location should not be identified on the item label to allow for location movement without creating replacement item labels

DataSplice Mobile Computing Optimization

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Business Process Improvement Improved Operations Reliability Regulatory Compliance Data Capture Productivity Gains Environmentally Friendly

One Stop Shop - Total Mobile Solution

Mobile Software

Licensing - Concurrent or Named User

Hardware - Mobile Devices

MAXIMO Integration

Wireless Online / Offline

Bar Code Printing & Hardware

RFID

GPS / GIS

Install Services

Training – End User & Administration

Scott Schilling

Sr. Account Manager Western US / Canada Business Analyst

Sampling of DataSplice Industry & Reference Accounts NBC Universal Western Area Power Administration NASA’s Deep Space Network Roseville, City of Calpine Energy Corp.

Arizona Public Service Colorado Springs Utilities Consolidated Edison of NYC St Louis Metro Water District Sarasota County Utilities Fluor Government Group San Francisco Public Utilities Golden Gate Transportation Occidental Petroleum Dynegy Energy Corp.

US Bureau of Reclamation J. Paul Getty Museum Lawrence Berkeley National Laboratory Los Angeles Department of Public Works Department of Water & Power Los Angeles Los Angeles Unified School District Metro Water District of So. Calif.

Sunnyvale, City of UCLA - University of California Los Angeles Pinellas County Utilities Raytheon US Sempra Energy Big West Oil General Mills British Columbia Ferry Services

Building the Foundation for Mobile

Scott Schilling Sr. Account Manager Western US / Canada Business Analyst Mobile Program Engineering / Optimization [email protected]

www.DataSplice.com

800-377-1974 ext.1086 – Direct (530) 919-4631

DataSplice Architecture

DataSplice Mobile Integration with Maximo

iPad - Android - Blackberry Phone - Tablet Windows Laptop - Tablet - Desktop

Other In house System Maximo Remote Interface Persistent and\or Off-Line Connection Persistent Connection Configurations Modules DataSplice Server Update Transactions Data Queries ADO.NET

DataSplice Maximo Adapter Maximo Business Objects RMI

Windows Laptop - Tablet Desktop

Administration Configuration Client Integrates with Maximo and/or Most Any Native Connection Enterprise System DataSplice Server Communication

WiFi, Ethernet, Cellular or Batch

Field User Maximo Application Server Supports LDAP Backend Database Oracle, SQL Server, etc.