Enhanced service management for Equipment Manufacturers

Jan 20, 2016 6:00:23 AM
In Industrial Equipment Manufacturing 2016 for Dynamics NAV, service management gains ease and mobility

Many equipment manufacturing companies are providing maintenance, upgrade, and other services to meet customers’ needs throughout the life of their products. More and more manufacturers are implementing full-fledged servitization, where they provide a service to deliver the business result or the benefit value a customer required, and that service includes product items together, for instance, with timely, proactive maintenance and continuous product enhancements.

In To-Increase Industrial Equipment Manufacturing 2016 for Microsoft Dynamics NAV, it has become far easier for manufacturers to run production and service management in an integrated, efficient manner.

Understanding and creating Service Objects

In this release, the solution comes with a new entity, the Service Object. You define what a Service Object is; it might be, for instance, a single machine, a facility where you install equipment, or a business group or organization that uses your products. There are two ways to create Service Objects:

From a Job Deliverable. This entails just one simple step, because Jobs and Service in Industrial Equipment Manufacturing are now integrated. The solution maintains a one-to-one relationship between Job Deliverables and Service Objects, and gives each its own number series.

Service Objects aggregate Service Items, and you can also nest or embed several Service Objects within each other. When you prepare a service contract, you can simply select a Service Object to insert all Service Items linked to it on a contract line. As you see, the service management capability in Industrial Equipment Manufacturing 2016 mirrors the functionality in Advanced Job Management, where Job Deliverables consist of Job Items.

From Job Items. Because your Service Items are closely related to Job Items, you can also create a new Service Item by means of a new Action in the Job Item list. In the Job Item list those entries are highlighted which are associated with a Service Item group and have the option Create as Service Item That means you can immediately see which Job Items are to be transitioned into Service Items.

Service Items are always unique. Therefore, if you use more than one Job Item within a Job, you will also be creating the corresponding number of Service Items.

Extending service management into mobility with a Time Registration app

When it comes to service delivery, many employees are always out in the field, working on customer sites or traveling from one to the other. You want to keep their momentum going and free them from administrative distractions that cut into their productivity. One way to accomplish that is to take advantage of modern mobility to help them record their time.

The new Time Registration app that is part of the Industrial Equipment Manufacturing 2016 release is designed to inter-operate with the resource tasks in the solution’s Resource Management. The app can also work offline. Synchronization between Resource Management and the Time Registration app takes place in the background without slowing down any actions on mobile devices.


The home page in the Time Registration app
The home page in the Time Registration app


Time registration in Resource Management is synced with the time input line in the app. When you process time input lines into time sheets, you can do so either manually, which gives you the opportunity to review before you create time sheet lines, or as a batch through a Job Queue.


Using the Time Registration app to record the duration of a task
Using the Time Registration app to record the duration of a task


As we hear from our early-adopter customers, extending Resource Management into the mobile arena through the app also proves valuable outside of the mobile service delivery team. Some companies, for example, have made the Time Registration app available to their design engineers to make it easy for them to record the time they spend on specific projects.

Other blog posts about Industrial Equipment Manufacturing 2016:

  1. Smaller, simpler, easier, more versatile: To-Increase Industrial Equipment Manufacturing 2016

  2. Industrial Equipment Manufacturing 2016 unifies and simplifies the lifecycle of Jobs in project-based manufacturing

  3. More efficient installation, greater usability, and more intuitive naming in Industrial Equipment Manufacturing 2016

(January 22)

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About Author
Luciano Cunha

Luciano Cunha

Chief Executive Officer (CEO) For Luciano, being responsible for To-Increase’s global sales and marketing means unleashing the company’s insight, innovation, and creativity to tell our story and help customers achieve their goals. On the road much of the time, he travels the world to meet with customers, understand their challenges and ambitions, and find the most effective ways to help them advance. Luciano develops and mentors our marketing and sales team, and creates strategies to help the To-Increase worldwide partner channel thrive and grow.
Making Customer Needs the Main Business Driver Luciano and his team have daily conversations with the To-Increase research and development organization to bring customers’ requirements and concerns into the road maps and design of our solutions. Luciano brings his insight to the marketing group to make sure the company’s communications resonate with customers and speak directly to their experience.
“I’m awed by customers’ innovative spirit in taking business management technology past its limits and by their generosity in letting us participate and empower them. I hope to transform our organization to become even more customer-centric than we are today. That means making more resources available to spend productive time with both our customers and partners, so we can ensure that we place into customer businesses effective solutions that fit the evolutionary stage of their operation and the way their people and processes work.”
Empowering a Global Channel
Because To-Increase only sells through partners, readying the channel to be successful in helping customers is a business-critical effort. Luciano aims to meet partners where their interests are. Partners who consider the relationship with To-Increase strategic can rely on our industry specialists to work with them as they plan their growth and serve customers. If partners prefer a less collaborative relationship, they still receive the rich To-Increase expertise and resources to ensure they win the business, perform a successful deployment, and retain a satisfied customer. In working with partners and their customers, Luciano brings to bear his experience of many years of creating successful, customer-focused business development and marketing strategies in many of the world’s countries and regions.
Enabling Customer Success in Challenging Business Environments
Looking into the near future, Luciano expects that customers will continue to expect To-Increase to help them make business sense of unfolding trends and technologies. For example, the internet of things (IoT) will thoroughly revolutionize manufacturing, engineering, and supply chains. Big data will be meaningful and valuable when decision-makers can use technology solutions to transform it into actionable business intelligence that supports key roles and business processes. Mobility will help companies become digital enterprises and move business processes forward from any location, at any time. Team To-Increase harnesses innovation to help customers translate the promise of these technologies into business results.
Before his current role, Luciano for several years was one of To-Increase’s global industry directors, responsible for our industry solutions. His experience also spans more than 17 years in IT and manufacturing management roles. These positions took him into various areas at IBM Brazil, serving as product manager for several software development companies, and included working in senior management at a manufacturing organization in the U.S.
Luciano is married with two young children. Away from work, he enjoys participating in a soccer class together with his son and daughter as well as taking relaxing walks in natural environments with his family.

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