tagging & inventory great companies have high cultures of accountability -steve ballmer
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Tagging & Inventory
Great companies have high cultures of accountability-Steve Ballmer
TAGGING 101Let’s call it “inventory identification”
• First chance to make contact with asset
• Obtain any relevant characteristics (data is CHEAP)
• One minute saved during asset identification could cost one week during inventory
• Technologies used will be largely dependent on inventory methods
• Determine WHEN to initiate record
"The time to repair the roof is when the sun is shining.“- John F. Kennedy
INVENTORY 101A necessary evil
• Most resource-intensive aspect of asset management
• Vague regulations allow owners to apply their own judgment and contracts to specify
• Determine your PURPOSE
"To build may have to be the slow and laborious task of years. To destroy can be the thoughtless act of a single day.“
- Winston Churchill
Type of institution• Federal• State• Education• Government Contractor• Other private sector
Asset quantityTracking technologyBiggest tracking hurdleMost successful implementation
SURVEY"I have no special talent. I am only passionately curious."
- Albert Einstein
*Ascot webinar poll results
Personal Property• Equipment• Sponsor-Furnished• Capital• Above $ threshold• Above minimum useful life
• Sensitive• Firearms• Animals• Electronics
• Intangible• Special Tooling• Special Test Equipment• Material• Work in progress
ASSET TYPES"Why is it that you physicists always require so much expensive equipment? Now the Department of Mathematics requires nothing but money for paper, pencils, and erasers...and the Department of Philosophy is better still. It doesn't even ask for erasers." - Isaac Asimov
Real Property• Land• Buildings• Fixtures
Efficiency• Database• Access record through primary key• Merge multiple tables• Record access
• Scanner• Barcode / Quick Response• RFID• Versatility• Security (+/-)
• Digital documents/records• Security• Retention• Availability
TECHNOLOGY"Any intelligent fool can make things bigger and more complex... It takes a touch of genius - and a lot of courage to move in the opposite direction."
- Albert Einstein
Methodology• Floor to record• Wall-to-wall
• Record to floor• Statistical sampling
• Hybrid• Dependent (ABC)
What constitutes a “touch?”• Direct (tasked)• Physical• Electronic
• Indirect (opportunistic/inventory by exception)• Events• Transactions• Forms
STRATEGYFrequency• Annual, biennial, …• Framed/continuous• Rolling• Dependent (ABC)
Considerations• Reconciliation• Documentation• Technology• ACCURACY• TRAINING
“To be in hell is to drift; to be in heaven is to steer.” - George Bernard Shaw
Breadth of control• Resources• Centralized• Distributed• Combination• ABC• Audit
• Separation of duties• Authorization – department, purchasing• Custody – department, user• Recording – accounting• Physical verification - ?
CONTROL“A body of men holding themselves accountable to nobody ought not to be trusted by anybody.”
- Thomas Paine
ANALYSIS"The greater our knowledge increases the more our ignorance unfolds.“
- John F. Kennedy
Measure• Staged• Level of completion• Acceptable loss
Evaluate• Metrics (ASTM/Benchmark)• Find rate• Missing asset trends• Effort requirements• Equipment velocity• Movement• Acquisitions• Retirements• Useful life•Record Accuracy
5 35 65 95 125 155 185 215 245 275 305 340 375 410 460 490 550 620 680 750 890 11951440165036100
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$ range (thousands)
# as
sets
(tho
usan
ds)
$ va
lue
(mill
ions
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$5k-$10k -> quantity: 46%value: 10%
36% of rooms (31% mixed, 34% big$)
$5k-$25k -> quantity: 79%value: 26%
QUESTIONS?
Any
Questions
?
This was your brain just an hour ago
This is your brain with your new knowledge
frequency
touches
methodology
floor-to-record
record-to-floor
reconciliationdocumentation periodic
dependent ABC)
rolling
statisticalsampling
framed
continuous
all-inclusive(wall-to-wall)
direct targeted
indirect
Facilityclose-out/relocation
move orders
departmentclose-out/relocation
use &maintenance
logs
purchase
servicerecords
electronic
physical
forms
direct
indirect
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