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- Asset Replacement: Propose replacing outdated or end-of-life assets with current, high-performance models.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.