TMA Desktop to WebTMAAdvantages of Upgrading

Darren BrownTMA Systems

TMA Desktop to WebTMAAdvantages of Upgrading

• Advantages• Features• Modules

Advantages of Upgrading

• Web-based solution• Field proven

Over 10 years in the field Stable Reliable

• Subscription Options• SaaS• TMA Hosted

• Module-based

Advantages of Upgrading

• Automated Reporting• Email Reports• Automated Batch Jobs• New Report Writer and Tools• Customizable MyPage

Advantages of Upgrading

Advantages of Upgrading

• Multiple windows open at once• Report Scheduler with e-mail delivery• Notifications & Escalations• Auto-Attendant• Multiple meters on equipment,

biomed equipment, vehicles, assets, and entities

Advantages of Upgrading

More organizational levels and Work Order assignment options• *Divisions• *Regions• *Districts• Facilities• Buildings• *Floors• Areas

Advantages of UpgradingEnhanced security control• Multiple repair centers for each user• Filter by Location levels

• Divisions• Regions• Districts• Facilities• Buildings

• User preferences• User defaults• Window behavior on open - Add, Browse,

Last Record

Advantages of Upgrading

Work Order• Single-task work order (default)• True multi-task work order• Create work order on:

• Facility• Building• Floor• Area• Item – equipment, vehicle, biomed, entity, etc.

• Contractor charges• Single-click Close

Advantages of Upgrading

Advantages of Upgrading

Cost entry from one window• Labor• Materials• Other Charges• Miscellaneous

– Close and/or finish work order tasks– Add general comment– Add resolution

• MyPage and Action menu direct access

Advantages of Upgrading

Materials Management• Reorder Quantity Wizard (Enterprise)• Parent/child warehouses• Copy a warehouse with SKUs• Serialized parts• Standard pricing and markup at SKU

level• Multiple addresses for each vendor

Advantages of Upgrading

Mobility • Improved synchronization via web service• Wireless download of work orders• Check part availability online• Windows Mobile devices• iPhone, iPod Touch, and iPad• Android phones and tablets• WebTMA GO

Advantages of Upgrading

Multiple user license types• Full users• Requesters• Technicians• Contractors

Advantages of Upgrading

Batch Jobs• Post charges or Sub ledger (Enterprise)• Post projects• PM generation• Project task generation

Advantages of Upgrading• Text management• Customizable forms

– Custom defaults for forms– Custom field attributes

• Hidden, required, view only

• Linked documents– Stored in Database– Available on more windows

• Export Browse Queries to Microsoft Excel

Advantages of Upgrading

WebTMA EnterpriseComprehensive Modules

– Base– Materials Management– Time Management– Project Management– Contract Management– Report Writer

Advantages of Upgrading

WebTMA EnterpriseAdditional features not available in Base Module

• Advanced Human Resources – Leave Management

• Advanced Materials Management– Invoice Matching– Parts Allocation

• Advanced Accounting– Rate Schedules– Sub-Ledger with Browser– Advanced Split Billing for Work Order

• Multiple Currency Support

Advantages of UpgradingAdditional Modules

• Service Request • Dashboard • Facility Resource Scheduler • Fleet Management • Room Inspections • UFI – Universal Financial Interface• UPI – Universal Purchasing Interface • General Inspections • Key Management • Custodial Management• Utility Management• Event Management • CAFM

Advantages of UpgradingAdditional Modules – Cont.

• ECRI Institute• GIS• Fleet Dispatch • Training• WebTMA IT• iServiceDesk • Mobile Room Inspection • Lease Management • Auto-Attendant • WebTMA GO • StarRez Integration• Revit Integration (BIM)• Capital Planning

Upgrade Process• Contact your sales representative• Schedule data migration• Review data• Test processes• Define pre-launch steps

– Review any customs– Interfaces– Reports– Data adjustments

• Test new processes• Adjust as needed• Train users• Go Live

Advantages of Upgrading

Thank You!

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