track software -- track 7.0 discussion

© 2011 Management Controls, Inc.The information contained herein is confidential and subject to change without notice.

April 7, 2023

Track 7.0Automating the working relationships between plant owners and contractors. Explore a new world of possibilities.

April 7, 2023 2

Remote Users

Co

rpo

rate

Fir

ew

all

WAN

ACS

Internet

Corporate

Heritage Deployment

April 7, 2023

ACS ACS

LAN LAN LAN

ERP System

Citrix

Remote UsersERP System

Co

rpo

rate

Fir

ew

all

LAN / WAN

ACS ACS ACS

v6.2 Test v6.1 Production

Internet

Citrix

Corporate

Enterprise Deployment

© 2011 Management Controls, Inc. The information contained herein is subject to change without notice.April 7, 2023

Remote Users

Co

rpo

rate

Fir

ew

all

WAN

ACS

Corporate

ASP (Hosted) Deployment

Internet

© 2011 Management Controls, Inc. The information contained herein is subject to change without notice.April 7, 2023

ACS

LAN LAN

ERP System

Citrix

Co

rpo

rate

Fir

ew

all

Internet

PCF

Track v6.1

Savvis — Dallas, TX

LibraryStrategy

AvailabilityOSHA 300Filing

IncidentReporting

Estimating

TrackMobile

ContractorPerformance

ERP

AccessControl

Wrench timeMetrics T&M, LS, UP

ReceiveServices

(Labor, Equip, Mat’l)

PCF

Orange = v6.2Blue = v7.0

Project Rptg.Analytics

Contracting

Demand/Supply

Management

New Framework• One platform for both

contractors & owners

• Existing customers will have

an “easy migration” to

the Cloud*

• Track Certification = Service Fee– Contractors pay for

certification/access to cloud

– Owners pay for certification/access

to cloud

• Master unique IDs– Overlays ERP vendor ID

– Overlays owner-specific

agreement ID

– Unique IDs for regions/site

*Available 06/20/2012

April 7, 2023 © 2011 Management Controls, Inc. The information contained herein is subject to change without notice. 6

• Make remote contractors’ job easier

– Engineering houses– Fabrication shops– Consultants

• Track Certified Vendors can use the same contract at:

– One or many sites/same client– One or many regions/same client– Or, can offer same contract to one or

more clients

• Access control “files” can be used by all Track Certified Clients

April 7, 202304/07/2023 © 2011 Management Controls, Inc. The information contained herein is subject to change without notice.

LibraryStrategy

AvailabilityOSHA 300Filing

IncidentReporting

Estimating

TrackMobile

ContractorPerformance

ERP

AccessControl

Wrench timeMetrics T&M, LS, UP

ReceiveServices

(Labor, Equip, Mat’l)

PCF

Orange = v6.2Blue = v7.0

Project Rptg.Analytics

Demand/Supply

Management

Contracting

Contracting• Contractor Selection

– Pre-qualification for vendors– Bidder selection– Request for Proposals (RFP)

• Smart contract– Locked Down Terms & Conditions– Locked Down Rate Structure

• Iteration (version control)• Linked to pay formulas• Linked to contract rate structures

– Evaluate proposals – using models– Electronically execute contracts– Auto-load Track v7.0 with:

• Pay formulas• Rates• Other

April 7, 2023 © 2011 Management Controls, Inc. The information contained herein is subject to change without notice. 8April 7, 202304/07/2023 © 2011 Management Controls, Inc. The information contained herein is subject to change without notice.

Contracting• Change Management• Cancellations• Renewals• Ability to Load Legacy Contracts• Contract Library• Ability to Search Library

– Contract ID– Vendor– View History– Geographic Region– Skill– Resource Availability

April 7, 2023 © 2011 Management Controls, Inc. The information contained herein is subject to change without notice. 9April 7, 202304/07/2023 © 2011 Management Controls, Inc. The information contained herein is subject to change without notice.

Library

AvailabilityOSHA 300Filing

IncidentReporting

Estimating

TrackMobile

ContractorPerformance

ERP

AccessControl

Wrench timeMetrics T&M, LS, UP

ReceiveServices

(Labor, Equip, Mat’l)

PCF

Orange = v6.2Blue = v7.0

Project Rptg.Analytics

Demand/Supply

Management

ContractingStrategy

April 7, 2023 Track PowerPoint Template - Mock One 11

Contracting Strategy• Is contracting the right option?

– Is “core competency” involved?– Are there other national, governmental issues?

• Guidelines that lead to “the best” contract type– Scale of work: local, regional, national, international– Review active contractor list and performance– Is the scope of services well defined?– Is the duration of services short (< 1 year) or longer

• Select contract type– T&M, Lump Sum, Unit Price

AvailabilityOSHA 300Filing

IncidentReporting

Estimating

TrackMobile

ContractorPerformance

ERP

AccessControl

Wrench timeMetrics T&M, LS, UP

ReceiveServices

(Labor, Equip, Mat’l)

PCF

Orange = v6.2Blue = v7.0

Project Rptg.Analytics

Demand/Supply

Management

ContractingStrategyLibrary

LibraryStrategy

AvailabilityOSHA 300Filing

IncidentReporting

Estimating

TrackMobile

ContractorPerformance

ERP

AccessControl

Wrench timeMetrics T&M, LS, UP

ReceiveServices

(Labor, Equip, Mat’l)

PCF

Orange = v6.2Blue = v7.0

Project Rptg.Analytics

Demand/Supply

Management

Contracting

LibraryStrategy

OSHA 300Filing

IncidentReporting

Estimating

TrackMobile

ContractorPerformance

ERP

AccessControl

Wrench timeMetrics T&M, LS, UP

ReceiveServices

(Labor, Equip, Mat’l)

PCF

Orange = v6.2Blue = v7.0

Project Rptg.Analytics

Demand/Supply

Management

Contracting

Availability

Demand/Supply Management• Schedule of Upcoming Work

– Viewed by existing contractors & owners– By week: Start and End dates– Work location: Region and site– Estimated: Duration, scope and Track estimate– Skills / ST / OT / DT– Other resources– Contractors Express Interest– Resource availability

• Contractor– Labor availability by

• Skills ST / OT / DT• Headcount• Shift• Weekly periods• By project

– Major equipment items– One time discount for given period/project– View contractor performance

April 7, 2023 © 2011 Management Controls, Inc. The information contained herein is subject to change without notice. 15April 7, 202304/07/2023 © 2011 Management Controls, Inc. The information contained herein is subject to change without notice.

LibraryStrategy

OSHA 300Filing

IncidentReporting

Estimating

TrackMobile

ContractorPerformance

ERP

AccessControl

Wrench timeMetrics T&M, LS, UP

ReceiveServices

(Labor, Equip, Mat’l)

PCF

Orange = v6.2Blue = v7.0

Project Rptg.Analytics

Demand/Supply

Management

Contracting

Availability

LibraryStrategy

OSHA 300Filing

IncidentReporting

Estimating

TrackMobile

ContractorPerformance

ERP

AccessControl

Wrench timeMetrics

ReceiveServices

(Labor, Equip, Mat’l)

PCF

Orange = v6.2Blue = v7.0

Project Rptg.Analytics

Demand/Supply

Management

Contracting

Availability

T&M, LS, UP

LibraryStrategy

OSHA 300Filing

IncidentReporting

Estimating

TrackMobile

ContractorPerformance

ERP

AccessControl

Wrench timeMetrics

ReceiveServices

(Labor, Equip, Mat’l)

PCF

Orange = v6.2Blue = v7.0

Demand/Supply

Management

Contracting

Availability

T&M, LS, UP

Project Rptg.Analytics

LibraryStrategy

OSHA 300Filing

IncidentReporting

Estimating

TrackMobile

ContractorPerformance

ERP

AccessControl

Wrench timeMetrics

ReceiveServices

(Labor, Equip, Mat’l)

Orange = v6.2Blue = v7.0

Demand/Supply

Management

Contracting

Availability

T&M, LS, UP

Project Rptg.Analytics

PCF

LibraryStrategy

OSHA 300Filing

IncidentReporting

TrackMobile

ContractorPerformance

ERP

AccessControl

Wrench timeMetrics

ReceiveServices

(Labor, Equip, Mat’l)

Orange = v6.2Blue = v7.0

Demand/Supply

Management

Contracting

Availability

T&M, LS, UP

Project Rptg.Analytics

PCFEstimating

April 7, 2023 Track PowerPoint Template - Mock One 21

Turnaround Cost Estimating• Builds on TTMC software acquired by Track Software• Over 10 years of turnaround experience embedded in

estimating module• Standard activities and standard direct man hours• Activities linked logically by Business Unit• “FastBuild” using standards adopted by client• Easy to modify/update Estimates by activity• Supports Primavera Scheduling integration

Estimating

LibraryStrategy

OSHA 300Filing

IncidentReporting

TrackMobile

ContractorPerformance

ERP

AccessControl

ReceiveServices

(Labor, Equip, Mat’l)

Orange = v6.2Blue = v7.0

Demand/Supply

Management

Contracting

Availability

T&M, LS, UP

PCFProject Rptg.

Analytics

Wrench timeMetrics

First level drill-down shows hours of delay by reason code.

Click a data column for further details

Total hours delay: 67,313Estimated Delay Cost: $3,700,000

30,075

18,212

10,5768,450

May, 2011

Delays by Reason Code

Permit delay hours: 30,075Estimated Delay Cost: $1,650,000

Second level drill-down shows the hours of delay by business unitfor the reason code selected.

Click a data column for project details

12,485

8,105

6,247

3,238

Hydrotreater FCC Reformer Coker

May, 2011

Permit Delays

Estimating

LibraryStrategy

OSHA 300Filing

IncidentReporting

ContractorPerformance

ERP

AccessControl

ReceiveServices

(Labor, Equip, Mat’l)

Orange = v6.2Blue = v7.0

Demand/Supply

Management

Contracting

Availability

T&M, LS, UP

PCFProject Rptg.

Analytics

Wrench timeMetricsTrack

Mobile

TrackMobile

Estimating

LibraryStrategy

OSHA 300Filing

IncidentReporting

ERP

AccessControl

ReceiveServices

(Labor, Equip, Mat’l)

Orange = v6.2Blue = v7.0

Demand/Supply

Management

Contracting

Availability

T&M, LS, UP

PCFProject Rptg.

Analytics

Wrench timeMetrics

ContractorPerformance

Contractor Performance• OSHA Statistics

– Hours– Incidents– OSHA 300 log

• Volume– Dollars YTD & Hours YTD– Labor – Hours & Dollars– Materials – Hours & Dollars– Equipment – Hours & Dollars

• Report Card– Reliability (Schedule compliance)– Work quality (observed)– Overall ( 1=lowest … 5=highest)– Display wrench time performance– Contractor remediation plan

April 7, 2023 © 2011 Management Controls, Inc. The information contained herein is subject to change without notice. 27April 7, 202304/07/2023 © 2011 Management Controls, Inc. The information contained herein is subject to change without notice.

TrackMobile

Estimating

LibraryStrategy

OSHA 300Filing ERP

AccessControl

ReceiveServices

(Labor, Equip, Mat’l)

Orange = v6.2Blue = v7.0

Demand/Supply

Management

Contracting

Availability

T&M, LS, UP

PCFProject Rptg.

Analytics

Wrench timeMetrics

ContractorPerformance

IncidentReporting

IncidentReporting

TrackMobile

Estimating

LibraryStrategy

ERP

AccessControl

ReceiveServices

(Labor, Equip, Mat’l)

Orange = v6.2Blue = v7.0

Demand/Supply

Management

Contracting

Availability

T&M, LS, UP

PCFProject Rptg.

Analytics

Wrench timeMetrics

ContractorPerformanceOSHA 300

Filing

OSHA 300Filing

IncidentReporting

TrackMobile

Estimating

LibraryStrategy

ERP

AccessControl

ReceiveServices

(Labor, Equip, Mat’l)

Orange = v6.2Blue = v7.0

Demand/Supply

Management

Contracting

Availability

T&M, LS, UP

PCFProject Rptg.

Analytics

Wrench timeMetrics

ContractorPerformance

April 7, 2023 Track PowerPoint Template - Mock One 31