AMT-C AND SAP

Presentation

• iSolutions Introduction

• AMT-C Overview

• Why AMT-C and SAP?

• Case Studies

• In Conclusion
Reference Slides

• What makes AMT-C Unique

iSolutions Introduction
ISOLUTIONS INTRODUCTION

“Re-engineering the way assets are managed”

• Asset management expertise – Consulting + Software (AMT)

• In-house software development and support

• Strong presence in capital intensive industries – Mobile + Plant

 A GLOBAL CLIENT BASE

Argentina Ivory Coast

Australia Japan
Botswana Mali
Canada Mongolia
Chile Peru
China New Caledonia
Columbia New Zealand
France Norway
Germany South Africa
Ghana United Kingdom
India USA
Indonesia Zambia

Offices
Representation
Sites
CATERPILLAR FOCUS System of choice …
• Cat Global Mining • NC Machinery
• Cat Job Site Solutions • Pon – Norway
• Barloworld^ • Pon – Sweden
We have over 18 years of experience • Borusan • Relianz
• Cashman • Tractafric
working with and supporting
• Cavpower • Tractors India^

Caterpillar & Caterpillar Dealers • China Engineers • Tractors Malaysia

• Congo Equipment • Tractors Singapore
globally. • Delmas • Trakindo
• Ferreyros • Wagner Asia
• Finning – Chile • Wagner Equipment (USA)

^Caterpillar Dealers using AMT-C & SAP today. • Finning – UK • WesTrac – NSW^
• Finning – Canada • Westrac – WA^
Note, WesTrac deployment in progress.
• GMMCO • Wyoming Machinery
• Hastings Deering • Wihuri Oy Witraktor
CURRENT SAP IMPLEMENTATIONS

Company Type
Barloworld Equipment Caterpillar Dealer

Tractors India Caterpillar Dealer

WesTrac (in progress) Caterpillar Dealer

Newmont Mining Global Mining Company

Newcrest Mining Company

Anglo Platinum Mining Company

Straits Resources Mining Company

Cat Endorsement
“AMT-C is Caterpillar’s preferred software tool
for the management of Caterpillar mining products.”
March 21, 2013
AMT-C Overview
AMT-C

• Comprehensive asset management software

• Developed for Cat Dealers

• Designed to enhance:
A single equipment platform
• ERP systems (e.g. SAP, AX, Infor, DBS, DBSi)
to support
• CRM systems
many Dealer processes
• Integrates with Cat solutions

• Scalable architecture

• Comprehensive suite of Mobile Apps

WHERE AMT-C FITS IN DEALER SOLUTION

CRM AMT-C Enhances SAP CRM

AMT-C Customer & Opportunities - Provides equipment specific information
Equipment Management - Feeds component opportunities
Each equipment is a customer
Cat generating its own product support
Systems
AMT-C Enhances SAP
SAP - Adds value to Dealer processes
(ERP System)
- Does not replace any SAP functionality
Financial Transactions
- No impact on SAP financial integrity
DEALER PROCESSES SUPPORTED
AMT-C

Component Component Product Support Product Support

Sales Forecasting Marketing Sales

Contract CSA & PM

MARC Rental
Quoting Contracts

Core Workflow
Equipment Equipment Sale Customer
&
Health Delivery AMT-One
CRC Mgt

• Not all solutions require integration to SAP

• Visit http://amtc.isipl.com/solutions for more information on specific solutions
Why AMT-C and SAP?
WHAT MAKES AMT-C UNIQUE? Component Sales

1. Dynamic Life-cycle costing (DLCC) Component Inventory Optimisation

Rebuild Centre Work Planning

DLCC provides a live forecast of all
maintenance events for equipment Product Support Sales

Machine Sales
DLCC is essential for a proactive approach
to asset management Budgeting

MARC/CSA Contract Quoting

A common set of data and calculations are
required for all these processes MARC/CSA Financial Reporting

MARC/CSA/Rental Cost Optimisation

>> Click here to learn more about DLCC <<
Rental Profitability
WHAT IS DYNAMIC LIFE-CYCLE COSTING?
WHAT MAKES AMT-C UNIQUE?
1. Dynamic Life-cycle costing (DLCC)

LCC = Actual Costs + Future Costs

LCC covers not just costs but utilisation,

productivity and resource requirements
(labour, components, parts and consumables)
WHAT IS DYNAMIC LIFE-CYCLE COSTING?
WHAT MAKES AMT-C UNIQUE?
1. Dynamic Life-cycle costing (DLCC)

Why not just use last year as a basis for forecasting?

• Maintenance costs are not consistent –

understanding where an asset is in its life cycle is
important

• Dynamic – forecasts are sensitive to changes in

many variables - application, utilisation,
component change outs etc. >> Click to learn more about DLCC <<
WHAT MAKES AMT-C UNIQUE?
1. Dynamic Life-cycle costing (DLCC)
2. Dealer Specific Modules << Click on an item for more details

1. EMSolutions Contract Financial Reporting (MARC/CSA/PM)

2. EMSolutions Contract Quoting (MARC/CSA/PM/Product Link/LPP/LCC etc)
3. Shiftlog
4. KPI Reporting and Analytics None of these functions

5. Product Support Marketing are standard features

contained in
6. Live RCM
SAP
7. Rental Financial Reporting
8. IC
WHAT MAKES AMT-C UNIQUE?
1. Dynamic Life-cycle costing (DLCC)
2. Dealer Specific Modules
3. Standard Caterpillar Interfaces
1. BUILDER 1.8, G3
2. SIS Web
3. Product Link / Vision Link / gpLink
4. SOS
5. MineStar / VIMS
6. Equipment Care Advisor
7. PartStore
AMT-C SAP Integration
ISOLUTIONS IS A SAP CERTIFIED INTEGRATOR

 We have SAP expertise in house

 We have extensive experience developing and

supporting AMT-SAP integration

 We have worked with numerous vendors which

provide SAP solutions

 We have developed packaged AMT-C “SAP

Integration Accelerator Code” = significant
reduction in integration timelines and cost
DEFINED SAP INTEGRATION

 Structured AMT-C Integrators SAP

Asset Register
Workorder – Invoicing
 Generally 3-10 interfaces needed Parts Pricing

Cat Systems
 Recommend that iSolutions are AMT-C Builder - SIS Web
involved at the blueprinting process of Product Link – VisionLink
SOS – MineStar – ECA
the SAP Solution Parts Store - IP

Customer Systems
 Look to simplify the solution by using
Dispatch
AMT-C processes that already exist
Case Study – Tractors India
CASE STUDY – TRACTORS INDIA PVT LTD

Implemented AMT-C to support SAP. Why?

“Our business revolves around equipment and has some very specific requirements that are not met by SAP.
These include MARC and CSA contracts (quoting, operational management and financial reporting) and
component forecasting. We needed a single system to not only support these processes but also allow us to
expand our range of equipment management services we offer to customers.

After extensive research AMT-C was an easy choice. It has been developed specifically for Dealers, met all our
functional requirements and has clearly defined integration points to SAP. It was also a very cost effective solution
with a well-defined implementation plan.

Our final assurance came from the fact that it is endorsed by Caterpillar as their recommended solution and used
by 26 large Dealers around the world.”

Sagarmoy Sinha – TIPL CIO

CASE STUDY – TRACTORS INDIA PVT LTD

Deployment Overview
• Project Scope:
• EM Solutions – CSA & MARC
• Contract Quoting (EMSolutions Quoting, LCC, CSA, PM, TM&R, MARC)
• Work Management (Strategy Definition, Long-term Planning, Short-term Planning, Execution-Shiftlog)
• KPI Reporting, Exception Reporting and Dashboards
• Strategic Decision Support (Strategy Optimisation, Performance Analytics, Budgeting, Product Problem Mgmt)
• Contract Financial Reporting
• Component Forecasting
• Component Sales
• Component Demand Forecasting
• Component Capacity Management
• Rebuild Centre Capacity Management
CASE STUDY – TRACTORS INDIA PVT LTD

Deployment Overview (continued)

• SAP Configuration:
• ECC
• PM

• Integration Approach:
• iSolutions provided design expertise to the SAP interface development
• Contractor developed SAP interfaces.
• iSolutions have a relationship with the SAP developer

• Project Timeframe:
• AMT-C had to be live with SAP integration within 6 months
 # Interface
1 Builder Import
2 Workorder Creation
3 Workorder Details
4 Workorder Service Codes
AMT-SAP SOLUTION MAP - TRACTORS INDIA PVT LTD 5 Workorder Settlement
6 General Ledger
7 Measurements (SOS)
8 SIS Web
L Lookup SAP Workorder
SIS Web

Asset Strategy Long-term Planning &

Defi niti on Planning Scheduling Executi on
Register

Standard Jobs CBM

GL Recon
2 L 3 4 5
7
1
SOS Workorder
6

BUILDER Inventory Payroll Purchasing AMT

GL SAP

Other
 Strategy Long-term
Planning & Scheduling Executi on
Defi niti on Planning

Standard Jobs CBM

1 2 3 5 6 7

4
SSS Workorder

SOS-FMMS
Inventory Payroll Purchasing AMT
VIMS-MSTAR
GL DBS

OTHER
# Interface Direction Details
Upload repair option from Builder to create AMT-C standard jobs and parts
1 Builder Import Builder to AMT-C
pricing.

In AMT-C users click a button on the AMT-C workorder to create a SAP workorder
2 Workorder Creation AMT-C to SAP – ie it is a manually initiated routine. Button located on Short term planning
forms and in workorder). AMT-C sends all parts listed on the AMT-C Workorder as
a “once off” send. AMT-C creates a SAP WO with associated operations and parts.

3 Workorder Details SAP to AMT-C SAP sends AMT-C details of all parts on a workorder and their delivery status.

Workorder Service The SIMS codes and Service Information is sent from AMT-C to SAP. This is used
4 Codes AMT-C to SAP to update the Caterpillar Service Information System.

5 Workorder Settlement SAP to AMT-C Financial summary of the workorder. Includes “cost at cost” and “cost at sell”.

6 General Ledger SAP to AMT-C Details of all costs that have been charged to the contract general ledger accounts

7 Measurements SOS to AMT-C Measurements (Oil analysis) results to AMT-C from Oil lab

From AMT-C WO user opens SIS Web, select parts and import parts into the AMT-
8 SIS Web SIS Web to AMT-C C WO (same interface also applies from the AMT-C Standard Job)

L Lookup SAP Workorder AMT-C to SAP Ability to open the SAP workorder from AMT-C
CASE STUDY – TRACTORS INDIA PVT LTD

Deployment Result
• AMT-C and SAP Live December 2014
“It is  great pleasure we at TIPL announce that the AMT-SAP integrated solution went live on time and on budget.  We are
now actively using AMT-C day to day to calculate new contracts and contract extensions, manage and optimise our 8 MARC
contracts, financially analyse and report our MARCs internally and to Caterpillar, and produce component forecasts to
optimise inventory. 

As we look to the future, the mining industry in India is forecast to grow at unprecedented levels in the next 5 years.  With
AMT-C deployed and adopted by our staff, and technically performing well, we strongly believe we have further advanced our
competitive advantage and strengthened our business processes.  AMT-C is our central equipment platform for the future. 
AMT-C enables us to cost effectively manage our risks and working capital challenges and better grasp the opportunities the
boom will bring.”

Sagarmoy Sinha – TIPL CIO

Case Study – Barloworld
CASE STUDY – BARLOWORLD

Deployment Overview
• Project Scope:
• EM Solutions – CSA & MARC
• Contract Quoting (EMSolutions Quoting, LCC, CSA, PM, TM&R, MARC)
• Work Management (Strategy Definition, Long-term Planning, Short-term Planning, Execution-Shiftlog)
• KPI Reporting, Exception Reporting and Dashboards
• Strategic Decision Support (Strategy Optimisation, Performance Analytics, Budgeting, Product Problem Mgmt)
• Contract Financial Reporting
• Component Forecasting – Non-MARC machines for major accounts
• Component Sales
• Component Demand Forecasting
• Component Capacity Management
• Rebuild Centre Capacity Management
• Multiple countries/sites throughout Southern Africa
• Multi-Currency
CASE STUDY – BARLOWORLD

Deployment Overview (continued)

• SAP Configuration:
• ECC
• CRM

• Integration Approach:
• SAP interfaces designed and developed by iSolutions
• SAP interfaces supported on an on-going basis by iSolutions
AMT-C SAP SOLUTION MAP – BARLOWORLD
Asset Strategy Long-term Planning &
Executi on
Register Defi niti on Planning Scheduling

Standard Jobs CBM

1 4 5 6 7

3
Asset Register Workorder
2 12

Inventory Payroll Purchasing

BUILDER Measurements General Ledger

8 Overhead Costs

9 GL Reconciliati on
AMT
10 Equipment Billings
SAP
11 Overhead Billings

Other
#INTERFACES
Interface Direction Details
1 Asset Register SAP to AMT-C Upload repair option from Builder to create AMT-C standard jobs.
2 Builder Import Builder to AMT BUILDER, Caterpillar Bucyrus AMT-C.
3 Parts Prices SAP to AMT-C Load parts prices from SAP. Specific customer prices.

In AMT-C users click a button on the AMT-C workorder to create a SAP

4 Workorder Creation AMT-C to SAP workorder – ie it is a manually initiated routine. Button located on Short term
planning forms and in workorder. Pars from AMT-C load into the CRM
Workorder (one time creation)

Details of all parts on a workorder and the delivery status. Summary of the
5 Workorder Details SAP to AMT-C
planned labour for a workorder

6 Workorder SAP to AMT-C Financial summary of the workorder. Includes “cost at cost” and “cost at sell”.
Settlement

7 Workorder Status AMT-C to SAP AMT-C workorder status sent to SAP to update “Technical Status” in SAP. This
includes any changes to the Component Code in AMT-C.

Summary of MARC Overhead costs (total by month by Cost Centre and Expense
8 Overhead Costs SAP to AMT-C
Element).

Details of all costs that have been charged to the contract general ledger
9 General Ledger SAP to AMT-C accounts
10 Billings – Equipment AMT-C to SAP Equipment billings transactions sent from AMT-C to SAP.
11 Billings – Overheads AMT-C to SAP Overhead billings transactions sent from AMT-C to SAP.
12 Measurements Oil analysis to AMT Oil analysis results to AMT
Case Study – WesTrac
CASE STUDY – WESTRAC

Deployment Overview
• Project Scope:
• EM Solutions – CSA & MARC
• Contract Quoting (EMSolutions Quoting, LCC, CSA, PM, TM&R, MARC)
• Work Management (Strategy Definition, Long-term Planning, Short-term Planning, Execution-Shiftlog)
• KPI Reporting, Exception Reporting and Dashboards
• Strategic Decision Support (Strategy Optimisation, Performance Analytics, Budgeting, Product Problem Mgmt)
• Contract Financial Reporting
• Component Forecasting – Non-MARC machines for major accounts
• Component Sales
• Component Demand Forecasting
• Component Capacity Management
• Rebuild Centre Capacity Management
CASE STUDY – WESTRAC

Deployment Overview (continued)

• SAP Configuration:
• ADMS

• Integration Approach:
• iSolutions to assist SAP and Accenture to design integration
• SAP/Accenture to develop and support integration

• Currently focussing on “Must Have Interfaces”

“MUST HAVE INTERFACES”
AMT-C Modules Deployed
#INTERFACES
Interface
1 Usage Reading
2 Standard Jobs
3 Part & Part Price Update
4 Workorder Creation
5 Workorder Details
6 Workorder Settlement
7 Workorder Status
8 Actual Equipment Billings
9 General Ledger
Reconciliation
Part Usage & Part
10
Warranty
Direction Details
SAP to AMT-C SAP sends actual measurement readings to AMT-C (e.g. SMU hours).
Standard Jobs are used for life cycle Costing and Parts forecasting. SAP sends
SAP to AMT-C AMT-C relevant Standard Jobs. The Standard Job information is at a detailed
level (i.e. parts, labour, misc per operation)
Both Default and specific customer pricing is sent. This facilitates pricing the
SAP to AMT-C
standard jobs based on the customer.
In AMT-C users click a button on the AMT-C workorder to create a SAP workorder.
AMT-C sends all parts listed on the AMT-C Workorder as a “once off” send.
AMT-C to SAP AMT-C creates a SAP WO with associated operations and parts.
SAP sends AMT-C details of all parts on a workorder and their delivery status.
SAP to AMT-C
Financial summary of the workorder.
SAP to AMT-C
AMT-C workorder status sent to SAP to update “Technical Status” in SAP. This
AMT-C to SAP includes any changes to the Component Code in AMT-C.
SAP sends to AMT-C the actual contract billing for the equipment.
SAP to AMT-C
Details of all costs that have been charged to the contract general ledger
SAP to AMT-C accounts.
SAP sends to AMT-C all actual piece parts used on all workorders so that AMT-C’s
analytical routines can identify potential warranty parts.
SAP to AMT-C
In Conclusion
AMT-C DOES COMPLEMENT SAP
Our experience with some of the biggest Caterpillar Dealers and Mining companies in the
world tells us that AMT-C is needed to complement SAP to support dealer specific processes.

AMT-C has specific modules purpose built for dealer processes, which can be rapidly
implemented in a cost effective way to complement SAP.

AMT-C is

 Easy to Implement
• Select only what you need
• Does not require SAP to be installed (integration can be implemented gradually)
• Quick deployment through use of templates and guided deployment process

 Cost Effective
• Proven integration to SAP (AMT-C, SAP solution implemented at 2 dealerships)
• Deploy packaged AMT-C SAP Integration Accelerators
• Low upgrade cost to access general enhancements
LEARNINGS FROM OUR DEALER CUSTOMERS
1) Avoid Customisation
• Dealers told SAP has AMT-C functionality but requires customisation = extra time, cost, resources = red flag
• AMT-C is purpose built “Best of Breed” to support the dealer business, backed by 20 years of dealer experience
 
2) Minimise Risk & Maximise Opportunities
• Dealers have business challenges today such as absorbing EMP equipment and contracts, minimising contract
risk, maximising product support component sales, optimising equipment management processes and
component inventory
• Access AMT-C functionality now to help manage the challenges (does not compromise SAP strategy)
 
3) Rapid Implementation
• SAP projects can take 2+ years vs. AMT-C up and running in less than 6 months from sign on date to help the
company tackle the challenges today

4) Involve iSolutions in the SAP Blueprinting phase

• Look to minimise the deployment cost
• Utilise functionality that already exists
AMT-C SAP INTEGRATION METHODS

AMT-C has over 50 integration points. The integration points required depend on
1) The modules of AMT-C deployed,
2) How SAP is configured,
3) The Caterpillar systems in use and whether each is integrated to SAP, and
4) The business processes AMT-C is implemented to support

AMT-C is flexible in how it integrates with SAP:

• XML web services
• XML file drops
• CSV file drops
• Remote function module calls in SAP

Integration design, development, testing and support responsibilities are determined prior to the commencement of an
AMT-C deployment project. Normally, the dealer provides resources to develop the SAP interfaces to match the existing
standard AMT-C formats, and iSolutions provides interface development support (scoping, mapping and testing).
Questions?
REFERENCE SLIDES
WHAT MAKES AMT-C UNIQUE
WHAT MAKES AMT-C UNIQUE?

1. Dynamic Life-cycle costing

2. EMSolutions Contract Financial Reporting (MARC/CSA/PM/LPP/Product Link etc.)
3. EMSolutions Contract Quoting (MARC/CSA/PM/LPP/Product Link etc.)
4. Shiftlog
5. KPI Reporting and Analytics
6. Product Support Marketing

7. Live RCM

8. Rental Financial Reporting

9. IC
 Dynamic Life Cycle Costing
• Dynamic life-cycle costing is the process of forecasting
every maintenance event for an asset to the end of its life,
in real time.
• Together with its actual history it forms the full life-cycle view of
an asset.
• LCC covers costs, availability, utilisation, productivity and resource
requirements (labour, components, parts and consumables)

Enables proactive decision making

 Dynamic Life Cycle Costing Component Sales

Component Inventory
Optimisation
• The following processes are dependent on life- Rebuild Centre Work Planning
cycle costing
Product Support Sales

• Without a “forward looking” view it is not possible Machine Sales

to adopt a proactive approach to asset
Budgeting
management
MARC/CSA Contract Quoting

• Maintenance Strategy forms the foundation for LCC MARC/CSA Financial Reporting

MARC/CSA/Rental Cost
Optimisation

Rental Profitability

BACK
 EMSolutions Contracts Financial Reporting
MARC/CSA/PM/Product Link/LPP/LCC Contracts
• Contract rate calculation
• Contract billings schedules
• Store multiple projections
• Contract Financial analyses
• Contract profitability
• Maintenance accrual requirements
• Risk assessment
• Cash flow

BACK
 EMSolutions Contract Quoting
• Maintain baseline equipment life-cycle
templates
• Interface with Builder and ERP
• Calculate contract rates
• Identifies and quantifies contract risks and
opportunities
• Print contract quotes
• Mobile App for Account Managers to prepare
quotes in the field
• Perform Fleet Analysis
• Perform Total Cost of Ownership calculations

BACK
 Shiftlog
Tool for the Service Supervisor

• View work plans

• Assign work
• Monitor status of work
• Create breakdown workorders
• Capture downtime and job information
• Update work plans
• Access equipment history
• Access standard jobs, work instructions etc
• Aid shift handover
 Shiftlog
Shiftlog integrates the data elements for reporting and analytics

• Events (stoppages)
• Downtime analysis
• Costs and labor hours (Workorders)
One Reporting Database
• Utilisation and production stats
• Condition Monitoring data Uti lisati on & Producti on
Event Dispatch
Stats
• Failure analysis data
Conditi on Monitoring Workorders &
• Saved work plans Failure Analysis data Downti me Analysis
Data

SAP

BACK
KPI Reporting & Analysis
AMT-C has a comprehensive suite of industry standard KPI reports and analytics

Equipment Performance + Maintenance Efficiency

BACK
 Product Support Marketing
Calculates Product Support market share

• For all equipment in the Dealer’s territory

• Calculates historical and future market share
• Includes future expected sales
• Live system
• Based on actual equipment life, utilisation and maintenance profile
• Adjusts for actual maintenance history when known (ie a component change-out)
• Proprietary routine to maintain the system even if users do not update the data
• Not dependent on supporting detailed standard jobs (ie Builder files)
 3 Faces of PSM
Business
Strategy
• Analyse historical market share
• Strategic planning
• Forecast market potential
• Define strategy
• Define targets (market share)
• Develop Sales Budgets
Management
Tool
• Mobile App for live view of
Customer equipment stats
• Market share by fleet &
Commodity code
• Health of Equipment
• Components due
• Equipment utilisation
PSSR
Tool
• Mobile App for:
• Same as management plus…
• Maintain and update status
of component opportunities
• Log service opportunities (defects)
• Create Workorders
• Enter equipment utilisation
BACK
 Live RCM
An advanced feature within the Equipment Health module
• Supports ‘Reliability Centered
Maintenance’ methodology
• Tracks condition of components and risk of
specific failure modes
• Making the most of your condition
monitoring data
• Streamlining the interpretation process
• Leveraging the IP in the organization
• Optimizing maintenance decisions
Prevent failures & Optimize component lives

BACK
Rental Financial Reporting

• Rental Rate Calculation

• Asset Register
• Equipment Assignment
• Equipment Invoicing
• Equipment Recovery (Profitability)
• Component Based Depreciation
• Rental Group P&L and forecast P&L

BACK
 IC

• Enables global data consolidation of many AMT-C

databases
• Translation for different AMT-C configurations
(i.e. if system tables are different)

BACK