• Introduction
• Functionality
• Vendor Summaries
• Compare Products
• Software Aspects
• General CMMS Vendor/Package Information
• Implementation
• Integration
• Multi-site Support
• Global Attributes
• Security and Data Integrity
• User Interface
• Look-ups and Searches
• Data Entry
• Help Features
• Workflow and Business Logic
• Analysis and Reporting
• Work Order Control
• Preventive and Condition-Based Maintenance
• Safety
• Priorities
• Planning and Scheduling
• Inventory Control and Purchasing
• Budgeting and Cost Reporting
• Equipment History
• Mobile Technology
• HR Management
• Fleet Maintenance
• Infrastructure Maintenance
• Service and Technology Asset Management
• Calibration
• Engineering Design to Maintenance
• Sustainability
• Other Specialized Modules

Service and Technology Asset Management

246. Does the CMMS support the following features to satisfy the complete service asset management needs for a contract maintenance company, 3rd party service provider, OEM service company or solutions provider, or the field service department of a given company? a. Customer management software, for outsourced service management company to manage their relationships, or for a company to manage their field service customers (e.g., customer relationship management (CRM), customer information system (CIS), and customer contact management software) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Service desk capability so call centre reps or CSR's can respond to phone and email requests for service, initiate service requests, schedule service appointments, and check service status Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. Service schedule optimization which employs user-defined business rules to balance work backlog and labor availability, in light of response time goals, Service Level Agreements, customer and job priority, and availability of qualified personnel Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important d. Automatic assignment of work/service orders to personnel according to business rules, and then provided to the maintainer in the optimal order to execute the work (e.g., based on priority, location, customer preferences, SLA, etc.) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important e. Knowledge capture and management for fast and easy diagnosis by service desk CSR's and/or maintainers (e.g., recurring problems, problematic suppliers/customers, root cause diagnostic, effective problem resolution) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important f. Enhanced notification system for escalating problems regarding the Service Level Agreement Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important g. Service catalogue which lists all services offered by the maintenance/service area Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important h. Service Level Agreements and response plan creation, and tracking performance against these agreements Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important i. Campaign management for handling programs such as a product recall, that will require careful field service tracking) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important j. Contracts management including master agreements, purchasing agreements, software licenses, leases, rentals, services, warranty, labor contracts, and payment schedules Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important k. Financial management including customer agreements and billing Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

247. Can your system handle third party billing (i.e., chargebacks), including a. Creation of a 3rd party invoice for labor/materials used Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Mark up of labor/material costs Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. Separate mark up for labour and materials Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important d. Mark up by craft Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important e. Mark up of other costs Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important f. Rounding of time and costs Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important g. Establishing a minimum labor time Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important h. Establishing a minimum dollar charge Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important i. Establishing a maximum labor time Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important j. Establishing a maximum dollar charge Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important k. Distinguishing work that is billable vs non-billable Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important l. Configuring billing templates with rate info for a specific job Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important m. Associating billing templates to specific customers, a customer class, or on a one-off basis, including appropriate rates, mark-ups, and charges Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important n. Defining conditions under which a price schedule applies (eg, different shifts, different locations, etc.) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important o. Handling split charges (e.g. multiple accts) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important p. Allowing access by customer to only their info Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

248. Can you invoice based on the following:? a. Milestones (e.g., 1/3 before starting, 2/3 upon completion) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Periodic (e.g., monthly) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. Asset count Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important d. KPI (e.g., asset performance yields bonus or penalty) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important e. Asset usage/accomplishments (e.g., miles of pipe) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important f. Contingency billing (e.g., % of savings) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important g. Fixed price or lump sum including handling variances Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

249. Does the CMMS calculate revenue and costs, then contribution margin and profit? Yes, comprehensive module Yes, some Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

250. Do you have features and functions specific to technology asset management? Yes, separate comprehensive module (i.e., auto-polling of networked IT assets for maintaining complete software/hardware demographics database, device and license tracking, asset depreciation management, asset lease and contract management, asset failure and repair management, asset utilization reporting, help-desk management, etc.) Yes, some of the technology asset management features above No, not an area of specialization for our CMMS Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

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