1. What is Business Process Review? Is it important?
The Business Process Review (BPR) is one of the most vital parts of the process. It doesn’t matter if you are new to EAM or upgrading from an older version—a business process review is in order. This review will help us show you the areas that are weak and allows us to assist you in strengthening those areas. Think of it as a planning stage to lay out all of your business processes. Furthermore, it can also be used as a “spring cleaning” so you can reorganize or look at processes that are in place but may need a little “sprucing up.”
2. Why are Process Flow Diagrams important?
A lot of customers find that Process Flow Diagrams are very helpful and can be used as a quick reference for users as they are getting used to EAM. The diagrams have everything our user guides do, but in a quicker, easier-to-reference format.
3. What are Inboxes and KPIs? Are they helpful?
Inboxes and KPIs return metrics on any aspect of work management, materials, and purchasing. For example, you can see the number of work orders assigned to a specific person and how many requisitions or Purchase Orders need your approval. Additionally, you can see how many PM Work Orders are overdue or the inventory value of your warehouse.
(3a.) Instead of hyperlinking to a screen, can you hyperlink to a report?
KPIs and Inboxes have a built-in hyperlink. When you double click the item, it will hyperlink you to the screen with the applicable records. You can also set it to hyperlink to a report as well.
4. If you need each department to “sign off” on equipment before it is active in EAM, how can you do that?
A lot of companies that are new to EAM or have a project going on would like for their managers or department heads to sign off on a new piece of equipment before it is officially installed and commissioned. You can do this without having to use any additional add-on modules by simply creating a different equipment status. Using the statuses, once one department has signed off, you can set it so they can only change the status to the next department that needs to approve.
At DigitalThinker, we are always striving to build concrete knowledge for anyone looking to upgrade or purchase Infor EAM and we are always available to help you if needed. Please don’t hesitate to comment on this blog or get in contact with us for any further questions you may have.