Handling asset performance issues and risks is crucial for maintaining operational integrity and client satisfaction. Initiatives in Lifecycle Manager offer a method for transforming infrastructure challenges into actionable, client-ready solutions. This article explores how to effectively utilize Initiatives within Lifecycle Manager to streamline processes, from proposal to execution.

Overview of Initiatives

Purpose and Functionality:

  • Initiatives are designed to facilitate proactive asset management by allowing you to address and resolve critical performance issues.
  • The system simplifies the creation, management, and proposal of Initiatives

Creating and Managing Initiatives

Creation within Lifecycle Manager:

  • Initiatives are created within the platform, enabling a seamless integration into existing workflows.
  • You can quickly send detailed proposals to clients with just a few clicks, speeding up the approval process.

Tracking and Scheduling:

  • Each Initiative can be tracked and managed through Lifecycle Manager.
  • Use the Roadmap to schedule and assign Initiatives across different timeframes and quarters, ensuring ongoing alignment with strategic goals.

Utilizing the Client Dashboard for Initiatives

Executing Quick Responses:

From the Client Dashboard, you can:

  • Initiate immediate actions on critical assets directly from predefined insights.
  • Simplify the data by filtering, creating a focused dataset highlighting urgent asset issues.
  • Prepare for and reduce the complexity of quarterly business reviews by proactively planning and budgeting for necessary asset actions.

Adding Assets to Initiatives:

  • You can add individual assets to existing Initiatives as needed, ensuring that all relevant equipment is included in any action plan.

From the Roadmap

Strategic Planning with Roadmaps:

  • Directly from the Roadmap display:
    • Easily add new Initiatives or edit existing ones within the Roadmap to reflect changing priorities or client needs.
    • Reassign Initiatives to different quarters if adjustments are needed due to shifts in strategy or client requirements.

Initiative types

Template-Driven Solutions:

Lifecycle Manager provides various pre-defined templates to streamline the proposal process, making it easy to address common infrastructure issues:

  • Asset Replacement: Propose replacing outdated or end-of-life assets with current, high-performance models.
  • Warranty Renewals: Suggest renewing expiring asset warranties to maintain service coverage.
  • Cloud Migration: Recommend transitioning on-premises infrastructure to cloud solutions for enhanced scalability and performance.
  • System Upgrades: Advise upgrading assets running on unsupported operating systems to secure and efficient alternatives.
  • Compliance Standards: Propose personalized standards to rectify assets that are out of alignment with best practices.

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