Siemens PLM Software Teamcenter for the service scheduler Scheduling service work efficiently

Benefits Summary scheduling helps the proactive service • Increases accuracy of Complex, critical assets cannot suffer organization establish an environment that service quotes by downtime without impacting business permits workload leveling, compare esti- establishing service objectives. Reducing that non-operational mates to actuals, and capture information catalogs of standard time requires forethought and planning, during execution of maintenance including offerings and utilizing whether for a single piece of equipment in changes to asset configurations and status. established service plans a plant or a fleet of assets geographically For the reactive service operation or pro- deployed. Once service plans have been cess, Teamcenter for the service scheduler • Controls costs by capturing developed, they must be executed effi- helps establish catalogs of standard actual service costs and ciently and precisely to protect asset comparing them with availability and reliability as part of an over- standard estimates all enterprise asset management policy. • Improves customer Service Lifecycle Management with satisfaction by increasing Teamcenter® software delivers the capabili- customer participation and ties required to help define work; schedule communication in service- jobs, tasks and resources; and track the clo- related processes sure of that service work in alignment with asset and service management. • Facilitates better service by leveraging service standards Teamcenter software’s solution for the ser- vice scheduler supports an organization’s need to define work scope, schedule that work within the limitations of available qualified resources and deliver assignments to technicians with all the necessary infor- mation to execute that work. Service

www.siemens.com/teamcenter Teamcenter Teamcenter for the service scheduler

Benefits continued • Enhances service compliance by facilitating closure of service requests and work orders and leveraging feedback loops that ensure business management and customer participation • Increases service operations efficiency through visibility to schedules of current and future work • Optimizes service events by sequencing work within jobs or tasks and assignment of resources services with estimates of cost and labor Teamcenter for the service scheduler as • Improves service execution that can be quoted for service on demand part of an overall Service Lifecycle with workflow assignment situations that include service requests, ad- Management strategy enables service orga- delivery and tracking with hoc service tasking and customer nizations to obtain visibility into the service closure of work approvals. With the knowledge-based pro- work schedule for an individual asset or • Improves service integrity cess environment of Teamcenter, service across a collection of assets. Schedulers can through inclusion of organizations can improve service quality, define work tasks and sequence those tasks applicable technical know- compliance, and efficiency while reducing and jobs into work packages that can be ledge references for each asset down time and service costs. scheduled based on availability of resources service task and asset such as people, equipment and tools. Efficient service operation is about more Scheduled service execution can be tracked than just knowing what to do. It is also to capture asset utilization, configuration about scheduling the execution of work changes, work completion and signoff, and and usage of resources in a way that actuals for time and labor. reduces asset downtime without adversely impacting service integrity. Doing it right Teamcenter for the service scheduler builds reduces asset service events, increases first upon the Teamcenter core PLM knowledge time fix rates and reduces extraneous work and process management and the enter- tasks. The work is accomplished by apply- prise asset management capabilities by ing knowledge of service demands as adding the following: defined in service plans, asset status, and • Service catalogs that define standard an understanding of service tasks and qual- services and work scope with estimates ified resources to the service scheduling for cost and labor process. Where service demands are more dynamic, having standards of service • Skill levels and certifications/ enables accurate quoting, work scope defi- qualifications for technicians nition and work load scheduling. • Service requests for on demand service work tasks Teamcenter

Features • Work orders created from service plans or penalties for late work. It also reduces • Customer management, manually defining the scope of work as downtime for assets by optimizing service including contact tasks and jobs with cost and time events to reduce the number of times you information estimates so that work can be sequenced take an asset out of operation for service. to reduce conflicts and extraneous Finally, with all your service tasks known • Service catalogs that define activities and planned for, you can eliminate redun- services specific to parts, dant work such as removal of panels, asset systems and end items • Service tasks with associated work disassembly or teardown when multiple instructions and reference documen­ • Standard service offerings, tasks that must be executed in the same tation to assist with service execution including code qualification, asset zone area. time and cost estimates • Part movement to assign parts to work Using Teamcenter workflow capabilities, orders and track asset configuration • Service request work assignments can be delivered and changes management of assets tracked to approval closure and signoff requiring service, • Service schedules that enable resource against schedule automatically. This auto- requesting customers, assignments of qualified technicians and mation of workflow reduces time and effort scope of service and time visibility into service activities to route work and maintain status of sched- and cost rollups uled work. Security is provided to ensure • Track work execution and signoff by task service integrity and protection of intellec- • Service activities manage- or job with failure and corrective action tual property, regardless of where service is ment, including assets or tracking, asset configuration changes, completed. specific products, activities asset utilization and measurement derived from offerings, recording, capture of actual cost and Tracking service work to closure with actual ad-hoc services, and rollups time and service history service costs and time improves the service of estimates and actual knowledge base for future plan-ning and Business advantages time and costs ensures proper completion of all expected Service schedulers can leverage work content. • Elaboration of discrepancy Teamcenter to efficiently define and sched- and problem part identifi- ule service tasks, jobs, resources and assets As part of the Teamcenter Service Lifecycle cation, solutions, activity to improve asset availability and reliability. Management (SLM) product suite, delegation and This provides visibility into workloads and Teamcenter for the service scheduler takes requalification active status of started and completed advantage of Teamcenter capabilities to work, so that service organizations can provide a scalable and secure PLM • Request processing, ensure an optimum balance of resources, environment that supports today’s global including workflow- asset non-operational time and service exe- enterprise initiatives. The solution is tightly and participant-driven cution time. A “standards of service” integrated with and extensible by other processes, closure, framework can be established via service Teamcenter solutions to provide a unified disposition, maturity catalogs of standard services to control ser- end-to-end SLM/PLM environment that tracking, cancellation or vice costs, enable accurate quoting and reduces product development and service re-opening, approval and improve service offerings through compari- cycles and costs while minimizing the status tracking son of estimates and actuals. total cost of ownership. Leveraging the • Service schedules managing Teamcenter open architecture, Teamcenter Teamcenter for the service scheduler and sequencing work orders for the service scheduler can be integrated enables you to even out workloads across and tasks with resources with other enterprise systems to provide a resources to increase utilization and mini- total service operations environment. mize overtime costs or performance Teamcenter

Use cases Service scheduling Service scope definition Definition and scheduling of work orders The service scheduler can define catalogs with recognition of resource restrictions of standard services that can be used to and sequencing of tasks and jobs enables quote as well as schedule on demand efficient execution to increase asset avail- services to control service costs. Service ability, reliability and turnaround time. requests can be created for on demand Teamcenter provides visibility into sched- requests to manage approval and track ser- ules for current and future work packages vice tasks to closure to improve customer to improve service operations and ensure satisfaction and ensure service completion. compliance. Using service plans defined by Teamcenter Service event management for the service planner enables the sched- You can use service event transactions to uler to create work orders directly from capture and process service value chain service plans. The service scheduler can work done externally by partners, suppliers also define work scope manually for ad hoc and subcontractors. maintenance work.

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