Projects have been written using Monarch 7.0 and you will need Monarch 5.0
or greater to operate. Some projects use the Transoft ODBC driver to access
information directly from OMD data.
JDC Custom Reports & Projects are designed to gather & report information
necessary to improve productivity and increase profits by providing the
ability to make better informed business decisions.
The widely accepted BTA Pro Finance model places increased pressure on the
Aftermarket side of our business to Increase Profits both from Service and
Supply. Challenges are placed squarely on Aftermarket to make all of the
Bottom Line Profits. Because of this, we must analyze all areas of Service &
Supply including Inventory Control, Purchasing, Staffing, Production, and
Cost Containment.
JDC has designed a series of Benchmarks that augment those in the BTA Model
that can be used to identify areas of opportunity as well as design a plan
for Maximizing Aftermarket Profits.
Equally as important as gathering the necessary information is Educating the
Service Management Team to use this information to make better Business
Decisions. Often times the Service Management Team is made up of Highly
Qualified individuals when it comes to servicing equipment, but they have
had little or no opportunity for training in Business Management. Our Goal
is to Bridge the Gap between a Great Service Technician and a Successful
Service Manager.
JDC will be presenting a series of Seminars in a central location to show
attendees not only how to use the tools we have designed to Gather
Information, but how to put Programs and Incentives in place to Maximize
Production and Profits. Some of these Programs have been presented at the
OMD User Group Symposium in previous years and those who have implemented
them have found them to be very effective.
The following is a list of Projects currently available from JDC:
Technician Gross Profit Bonus Incentive program
This program is based on the Technician Performance Analysis in OMD. Revenue
is established for Copies Serviced or Days to fail on non-metered equipment.
When coupled with cost information available in OMD, each technician becomes
his or her own Profit Center. This program is a Guaranteed Winner to
Increase Machine Performance and Lower Operating Costs!
Population / Volume / Manpower Analysis
Do you think you know what your Active Field Population really is? Your
Total Monthly Volume?
This Project will accurately give you your Machine Base, Total Monthly
Volume, Operating Cost Per Copy, Total Machine Service Hours required, and
necessary Manpower to achieve Response Time Goals
This information is invaluable in order to price Maintenance Agreements to
achieve Gross Profit Goals
Monthly & Quarterly Call Activity
Quick, Simple report to give details on Average Response Time,
Incomplete Call Percentage, First Call Effectiveness, Miles per Service Call and Average Travel Miles
per Hour -
Critical to insure Technician’s Mileage is being reported correctly for
reimbursement
Customer Profitability Analysis
Based on information from the OMD NG-Profitability Analysis report, this
project gives you the ability to effectively analyze your customer base.
With this information, you can locate Un-profitable Equipment, Improper
Maintenance Pricing, Excess Supply Shipments and other issues as well as
locating your Most Profitable Accounts in order to focus on Customer
Retention
Maintenance Pricing based on Desired Profit Margin
Based on a MS Excel spreadsheet, this project uses the Cost per Copy from
previous Projects to establish Maintenance Pricing for a Model or a Segment
Once this project is built, updating Maintenance Pricing is as easy as
entering new Operating Costs and saving the Spreadsheet
Service Technician Territory
Using information gathered from OMD, we will establish the Call Frequency of
each unit in the field, required Machine Service Hours and Geographical Area
by Zip code
This information is exported into a MS Excel Spreadsheet for the purpose of
Territory Planning
Technicians are assigned in the spreadsheet and cross checked for proper
workload and this information is then loaded into OMD using a Special
Request Program which eliminates the need for each Serial Record to be
manually updated
In a Business Climate where the cost of Gasoline & Travel is ever
increasing, this project can help to Reduce Mileage Reimbursement as well as
lower Travel Time & Increase Customer Time Available
Parts Purchasing & Technician Restocking
File Maintenance on Parts records can be like Finding a Needle in a Haystack
Each Service Call Incomplete for Parts can cost an extra $100 of Bottom Line
Profits
Excess Parts Purchased can Lower Inventory Turns and ultimately put Parts on
the Shelf that will ultimately be Thrown Away or Written Off as equipment
comes to End of Life
The balance between Incomplete calls and Inventory Turns is delicate and
error in either direction costs Hard Dollars
This report finds the “Needles” and gives your Inventory & Purchasing
people the necessary tools to set records properly for both Purchase and
Restock
In addition, the following Packages are available for other areas in OMD:
Maintenance Billing:
Base Maintenance Revenue by Model, Program Type or Customer
Gathers information from Cycle Billing Records to provide Total
Monthly Base Revenue for Accounting & Budgeting Purposes
Sales Force Automation:
Weekly Sales Rep Activity & Effort Points
Quick, simple format to report Rep Activity & Effectiveness
Weekly Planner
Planning tool for Managers to evaluate coming week’s Activity by Salesrep
Sales Forecasting
Gathers data from Sales Activity and uses simple format to show Sales
Forecast by Sales Rep, by Month Forecasted and by Percent of Close
Sales Territory Reports
Customers & Prospects in Territory with Contacts & Email Addresses
Can be exported for Email Campaigns
Customers & Prospects in Territory with Equipment sorted by
Expiration Dates
Adds Program Type Description and recent Service Statistics such as Average
Response Time, Days to Failure & Average Monthly Volume into one simple,
easy to read document
Custom Report Packages can be written upon request
