Closed loop asset management process
A method and system for managing assets used in business is disclosed. A central computer database has records of tracked items identified by a unique identifying code. A communications link is provided between a scanner and the central computer database at each point in a cycle of change in status of the item. The code is scanned or otherwise given to the database when the item status is changed and the information scanned is transmitted to the central computer database. This arrangement provides users real-time sharing of relevant information such as order status, stocking location, notifications, or any other special instructions. The unique identifier number is physically placed on the item wherever possible. The unique identifier is unique for all items tracked by the system. No two parts of different classes or within the same class possesses the same unique identification.
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This invention relates to automated managing of physical assets.
Managing customer premise equipment is a major challenge for many industries, particularly for those firms who have multiple service locations. Most customer premise equipment service providers, for instance, lack the information necessary to accurately quantify the costs associated with lost and stolen inventory, multiple shipments of parts, excessive inventory of field spares, repeat visits to customer sites caused by ineffective use of field stock inventory, billing errors, tracking of upgrades and warranty issues and lost future sales due to customer dissatisfaction caused by failing to meet existing service obligations.
One approach to managing customer premises equipment is a so-called open-loop control system. An open-loop system is a control mechanism that does not provide a feedback loop to its users during the process. A water treatment system that tests water as it flows through a meter, but does not use the information gained to adjust the process, is one example of an open-loop system.
Another example of an open-loop system is a private-package shipper that tracks a shipment of parts from a manufacturer to a depot through delivery to a customer's site. However, the open-loop nature of this system does not allow for feedback during the process, e.g., the customer cannot change his mind about the destination of a package once the shipper receives the package. Moreover, once delivered, the tracking system shuts down and collects no further information on that shipment. Thus, this open-loop tracking system is temporal in nature and cannot tell what happens to a specific package after delivery. All a customer knows is that a quantity of parts were delivered to a known address by a certain date.
According to an additional aspect of the present invention, a system for managing physical assets, includes a computer database that tracks physical assets based on a machine scannable identifying label attachable to physical assets. The system also includes a scanner capable of reading the identifying labels and a communications link between the at least one scanner and the computer database. In the system the identifying label is scanned by the at least one scanner and the identification information is transmitted over the communications link to the computer database.
According to an additional aspect of the present invention, a method of asset management includes providing a central computer database having records of tracked items identified by a unique identifying code. The method also includes providing a communications link between a scanner and the central computer database. Whenever the status of the item changes, the machine scannable label is scanned when the item status is changed and that information is transmitted to the central computer database.
This invention, provides a technique that links together components of a business method. By providing a digital link between these various components, the invention can significantly increase productivity by lowering inventory carrying costs, reducing nonproductive service calls, decreasing returns of non-defective inventory, tracking warranty and service information, and improving customer retention and so forth.
One or more aspects of the invention may provide one or more of the following advantages.
Advantages from the closed loop asset management system include providing real time information. Such real-time information includes real-time location tracking information for parts, real-time delivery dates for parts in route and real-time inventory status for centralized distribution centers, receiving stations, and field service. Additionally, the inventor can also provide real-time service order status, billing information, dispatch status, identification tracking and warranty information and tracking. Other features and advantage are possible.
Any situation where it is economically desirable to track specific units is a potential closed-loop asset management application. One example is new cars. Cars currently come with a unique vehicle identification number (VIN). Typically, separate bar codes are added during the shipping and receiving phase. The actual VIN could be scanned into a closed-loop system and then tracked for the rest of the vehicle's useful life. The VIN could be scanned at each point in the distribution process, e.g., dealer prep and stocking, sale, service work, warranty issues, re-sales, disposal and other identified useful points. Even the engine, transmission, body parts, and so on could be individually tracked. Examples of other applications categories include vendor/customer premise equipment service-provider/customer partnership, field service support, centralized inventory database, depot support, field dispatch, Web-based planning and forecasting system, automatic part processing, and disposition of defective parts The invention may be used beneficially with other asset classes than those described below.
The details of one or more embodiments of the invention are set forth in the accompanying drawings and the description below. Other features, objects, and advantages of the invention will be apparent from the description and drawings, and from the claims.
DESCRIPTION OF DRAWINGS
Closed Loop Asset Management Process
Each asset to be monitored receives a serialized barcode number during the unique identifier process 12. The bar code number is used to produce an electronic signature for the asset. The closed loop asset management process scans each barcode, along with all other relevant information on that asset, into the centralized digital database 14 (CDD). The central database 14 interfaces to other components in the process through a logistical asset manger process network 16. The logistical asset management network and process 16 includes a communication network 16a and a physical process 16b that provides feedback and interfaces to components of the closed loop asset management process architecture 10. At each point in the logistic pipeline, the logistical asset management process 16b scans the electronic signature of each uniquely identified asset into the CDD 14. The logistical asset management network and process 16 as part of scanning, encodes each digital signature with a status update. The CDD 14, in turn, allows users 19 of the closed loop asset management process architecture 10 to achieve real-time sharing of all relevant information such as order status, stocking location, notifications, or any other special instructions as required. Users 19 of the closed loop asset management process architecture 10 are represented by stations that interface with the unique identifier process 12 and CDD 14, via the logistical asset management network 16a and process 16b. Such users include manufacturers, repairs technicians, depots, shipping, configuration and test, warehouse customer order systems, and receiving. This results in a closed-loop process because the system 10 feeds data back to each of the users who can use this data to optimize management of the physical assets on a real-time basis.
Unique Identifier Number
After selecting 12a, which product classes justify tracking, for each unit of each class that deserves tracking 12b, the UIP assigns 12c a unique identifier number, which is physically placed on the item wherever possible. Based on current technology, the best business practice for assigning a unique identifier number is a serialized bar code that can be later read by a scanning device, such as a bar code scanner. Other implementations in the future may include smart chips or other information storage and reading technologies.
Following the assignment 12c of a unique identifier number to each part, the UIP reads 12d the serialized barcode number into a CDD 14. In the typical case, a record is produced and stored in the CDD 14. The record is identified by the unique identifier and includes any relevant manufacturer's data, such as revision information, serial number, and other part specific data as may be appropriate in a given application. Associating the manufacturer's information with the serialized barcode number, as opposed to manual data entry, minimizes data error attributable to human entry. The UIP validates the initial input with a second scan, and the system provides immediate feedback if corrective action is needed.
Centralized Digital Database
It should be noted that the unique identifier is unique for all items tracked by the system. Thus, unlike serial numbers, part numbers and the like no two parts of different classes will possess the same unique identification. In addition, for all items of a class of items that will be tracked, each of those items will also have a unique identification. No two items in the class of items will share the same identification.
Logistical Asset Management Process Network
Aspects of the logistical asset management network 16a includes an electronic data interchange network 32 that links multiple computer systems 34 in order to track the status and usage history, via the unique identifier numbers, of multiple products in various locations on a real-time basis. Such a network 32 can be implemented by various technologies, including TCP/IP connections, wide area network, local area network, and wireless technologies.
In practice, the logistical asset management process 16b has multiple components. These components will be constantly evolving as the closed loop asset management process architecture 10 uses knowledge gained to improve system efficiency. However, an embodiment of the logistical asset management network 16a and process 16b, includes three data-exchange points: installation 17a, maintenance 17b, and disposal 17c. At each point in the closed-loop, the logistical asset management process 16b users have either tethered and/or wireless scanners (part of the electronic interchange 32) to transmit the status of each unique serialized barcode, which is physically attached to the product to the CDD 14 for processing. The CDD 14, in turns, provides real-time and transparent information on the status of each part of the integrated supply chain. Each time the status of a previously uniquely identified product changes, the barcode is scanned and the logistical asset management process 16b transmits this updated information to the CDD 14, which, in turn, uses this new information to provide real-time knowledge to the users of the closed loop asset management process architecture 10.
Installation Feedback Loop
At each stage, whether remote or local, the logistical asset management network and process receiving system 16a conveys the location and status of the each uniquely identified product, as opposed to a generic shipping unit, to the CDD 14. This information is conveyed using logistical asset management network and process 16 over links may be hard wired, a dial-up network, a wireless system or any other technique of reliably conveying the information. Each time the logistical asset management network and process receiving system 16a handles an identified product, it is scanned, e.g., initial entry, pick, pack, staged for shipment, and scanned to shipper and all transactions are all tracked in the CDD.
When a customer is ready for an install 64a, the customer electronically submits a work order request to the CDD 14 requesting delivery. The CDD 14 verifies the specific request against the master workorder. If approved, the CDD 14 reviews its real-time inventory and field stock to determine the most cost-effective shipping location for filling the order. Once the CDD 14 selects the best stocking location to pick from, the CDD 14 issues a shipping order to the appropriate logistical asset management network and process partner (e.g., a material stocking location (MSL), depot, field service vehicle). The CDD 14 searches all available inventory when making this decision. Availability inventory includes items ordered, but not yet shipped by the manufacturer, products assigned a serialized barcode, but still stocked at a central warehouse, and serialized products in transit. Also available inventory includes serialized products at a remote storage location, serialized products stored on a specific field service vehicle, unused serialized products stocking at a different customer's location, and repaired or no-trouble-found serialized products ready for re-install. Thus, instead of looking only at newly-issued parts, such as would be the case in an open-loop system, the closed loop asset management process architecture uses the intelligence gained via its CDD 14 to fill orders in the most optimal manner.
Once the CDD 14 determines the best fit for a specific order, it sends 64b a pick order to an appropriate logistical asset management network and process 64c for configuration and testing at a stocking location 16b. A logistical asset management network and process stocking location 16b can be for example a warehouse a depot, or a field service vehicle. At the selected stocking location 16b the product is scanned and assigned to order pending. At the stocking location 16b the order can be verified and made ready to be shipped 62d. The stocking location 16 is also where the unique product is sent to a staging area where a carrier scans the product out for delivery. Again, the scanning process updates the CDD 14 on the status of each uniquely identified product at that stage. The CDD 14 notifies the appropriate logistical asset management network and process receiving location 16a of the priority status of the incoming order.
The shipment 62d to the customer's premises either goes directly to the customer, to another MSL, to a third-party depot, or directly to a field service vehicle. In each case, the mechanics of the transaction are similar. The carrier delivers each unique product to the predetermined logistical asset management network and process stocking location 16b, which verifies address, signature, and scans out each product from the carrier's manifest. The logistical asset management network and process stocking location 16b uses the serialized barcode to scan in each uniquely identified product and its storage location into the CDD as received. If the interim stocking location changes, the responsible party transmits this information to the CDD.
After receiving notice 62e from the CDD dispatch order system (not shown) that requested products are available the depot scans 62f the products in and notifies field service 62g. A field service employee, e.g., an engineer, technician, etc., travels 62h to the logistical asset management network and process stocking location 16b and picks up 62i the products assigned to the order. At the logistical asset management network and process stocking location 16b the products are scanned out 62j as having been received by the field service employee.
The field service employee scans (not shown) in the products to his field-stocking inventory and proceeds to the customer's premises. After installing and verifying the products, the field service employee scans out 62k the products from his field stock as having been delivered and installed at the customer site. The field service employee's scanner transmits this information directly to the CDD either using a landline or, if within range, a wireless equipment tracking system (not shown).
As described, the installation feedback loop is one of at least three gateways for updating the closed loop asset management process architecture 10. As the uniquely identified products move from the UIP station to a stocking location 16b to a field service vehicle 16c to the customer's premises 16d, the logistical asset management network and process system 16 each product is scanned in and out at each station along the way. This feedback provides a closed-loop system instead of an open-loop system.
Maintenance Feedback Loop
If the part is not on the service vehicle, i.e. not available in rolling inventory, the field service employee requests 78 the item from the system 10 via wireless equipment if within range, or uses a dial-up system using conventional phone service if not. The system 10 searches 80 deployed inventories for item. If not found locally the logistic asset management initiates shipment from a Centralized Distribution Center (CDC) or other deployed inventory to a local logistical asset management network and process Depot 16b.
When ready, the logistic asset management process updates the Centralized Digital Database order status that equipment is available at the logistical asset management network and process Depot 16b. The logistical asset manger process 16 dispatches the field service employee to the logistical asset management network and process depot who picks up equipment 82. The logistical asset management network and process depot 16b scans the part to the field service employee, and finally, the field service employee installs and scans equipment to customer site inventory 74.
The CDD automatically initiates the replacement of the used inventory 84. If field service employee inventory was used, replacement equipment will be made available at the logistical asset management network and process depot to refill truck inventory. The Centralized Digital Database prepares a restock request that assigns to specific field service employee and transmits field request to logistical asset management network and process depot 16b.
At the warehouse to which the order was placed the order is picked, and barcode scanned. The part is configured, tested and the product is shipped. The logistical asset management network and process depot are notified that the part has been shipped 88. At the logistical asset management network and process depot the product is scanned in receipt of product, and the product is staged for pick-up. The field service employee arrives at logistical asset management network and process depot and picks up the part, which is scanned out to a field service employee's personal inventory and logistics asset management field request.
Bad parts are returned 90 to the logistical asset management network and process depot 16b and scanned in and labeled as bad. The logistical asset management network and process depot ships the bad parts to a warehouse which receives the part, and ships parts to be repaired off premises or repairs them in its own facility. Once repaired, the part is again bar coded, scanned and put back into available inventory. A summary of this process is shown in
The system 10 updates the dispatch system order status that equipment is available at the depot 114. Thereupon, the system dispatches a field service employee to the depot to pick up equipment 116. At the depot the parts are scanned to the field service employee 120. The field service employee installs and scans equipment to customer site inventory 122. The wireless equipment tracking system records equipment assignment and transmits this information back to the Centralized Digital Database 14.
If there are extra or unused parts, they are returned to the depot per the return to depot process described above. Similarly, defective parts are returned to the depot 122 by the field service employee. The depot scans in the defective parts 126 and ships them to a warehouse 128. The warehouse either repairs the parts internally, or ships the part out for repair 130. Upon completion of repairs (and return of parts shipped out for repair) the warehouse barcodes, sans and puts away the part 132.
Disposal Feedback Loop
The logistical asset management network and process depot 16b scans in defective, disposable, or excess parts and clears field service employee (field service employee) and completes the field request. The logistical asset management network and process depot scans items and stages a disposal bag 156 for pick up by shipping contractor 158.
The logistical asset management network and process depot transmits scanned information to Centralized Digital Database via a wireless tracking system, e.g., personal digital assistants and the like, which update product, equipment, and services Inventory records. The Contract Shipper picks up the disposal bag 160 and delivers to Centralized Receiving 162.
If additional field service employee truck stock was used, this information will have already been transmitted to the Centralized Digital Database 15 and replacement equipment will have been stocked and ready to refill the field service employee's truck stock. (not shown). The Centralized Digital Database 15 prepares a restock request 164 that assigns to specific field service employee and transmits field request to logistical asset management network and process depot, which stages product 166 for delivery to a field service employee. The logistical asset management network and process depot pulls product and scans out to a field service employee's personal inventory stock 168 and field request.
Return control scans in receipt of return authorization tag equipment 174 and based on business requirements (1) testing intervals (2) manufactures repair (3) disposal, the product is scanned out updating the Centralized Digital Database 14.
Diagnostic Testing scans in product 176 and determines the reason(s) for failure and records this in the Centralized Digital Database 15 as “No-Trouble Found,” “Repair” or “Disposal.”“No-Trouble Found” parts are scanned to centralized receiving for restocking updating the Centralized Digital Database 182. Repaired parts are refurbished 178 and then scanned out to Centralized Receiving for restocking as refurbished inventory 180 updating the Centralized Digital Database. 14. Disposed parts are scanned out to the asset disposal contractor updating the Centralized Digital Database 14. The logistic asset management process electronically transmits 184 the scanned Disposal information CDD. Other information may be required as is appropriate for a particular application.
The closed loop asset management process can give requisite information to field service employee so that dispatched service calls can be closed on an initial visit because the field service employee will have the correct parts needed to complete a job. With ready information it avoids the tendency of maintaining excess field service inventory. With prior techniques many field service employees keep unused parts on their service vehicle as an ad hoc safety stock, instead of returning them to a material stocking location inventory. This closed loop asset management process enables accountability for each part. The result is avoiding an inventory stockpile that inflates a firm's inventory investment or does not get charged to a customer when eventually used. It also minimizes maintaining obsolete inventory or inventory that may be illegally sold to a gray market vendor. It also avoids assets being overvalued on the a company's financial statements because the accounting system can now allocate dollar costs to spare parts inventory and also track use or disposition of specific parts.
This also solves problems associated with No-Trouble-Found (NTF) inventory. NTF inventory occurs when a field service employee pulls a suspected defective part, but subsequent testing determines it to be functional. With specific tracking of each suspected defective part, it is possible to provide feedback to the field service employee regarding his or her initial determination. Moreover, while the specific part may not be defective, there may be other issues unique to that specific installation. Providing the ability to backtrack a NTF part to a specific installation, the Customer Premise Equipment service provider can possible determine the true cause of the initial problem.
One or more embodiments of the invention have been described. Nevertheless, it will be understood that various modifications may be made without departing from the scope of the invention. For example, a closed loop asset management system may be beneficially implemented and used to track automobile manufacturing and sales. The closed loop asset management system may be implemented with a variety of communications means, and for a variety of assets to be tracked. Accordingly, other embodiments are within the scope of the following claims.
22. A system for managing physical assets, the system comprising:
- a computer database to track statuses of physical assets based on a unique code embedded in a machine scannable identifying label attachable to the physical assets;
- a plurality of scanners located in different geographic locations throughout the system, the scanners capable of reading the unique identifying codes and for sending status of the physical assets during management of the physical assets over a communications link between the plurality of scanners and the computer database.
23. The system of claim 22 wherein when a status of a physical asset changes during management of the physical asset the unique identifying label attached to the asset is scanned by one of the plurality of scanners and the unique identifying code is transmitted over the communications link to the computer database.
24. The system of claim 22 wherein location information is transmitted over the communications link to the computer database along with the unique identifying code every time the status of the physical asset changes.
25. The system of claim 22 wherein the unique identifying code assigned to a particular physical asset is associated with a unique record stored in the computer database.
26. The system of claim 25 wherein the record comprises information specific to the physical asset.
27. The system of claim 22 wherein the identifying label attached to a physical asset is scanned every time the physical asset changes geographic location.
28. The system of claim 27 wherein changes geographic location of the physical asset correspond to changes in statuses of the physical asset.
29. The system of claim 22 wherein changes geographic location of the physical asset correspond to changes in statuses of the physical asset.
30. The system of claim 22 further comprising a database server connected to the central computer database for facilitating communication between a user and the computer database.
31. The system of claim 22 wherein the location of the physical asset is updated in real-time to the central computer database.
32. The system of claim 22 wherein the communications link is wireless.
33. The system of claim 22 wherein the communications link includes the Internet.
34. The system of claim 22 wherein a vendor system is connected to the computer database over the communications link allowing the vendor to store information about a particular physical asset in the database.
35. A method of asset management, the method comprising:
- assigning physical assets to be tracked unique identifying codes;
- providing the unique identification codes assigned to physical assets in identifying labels;
- attaching the identifying label to the physical assets;
- scanning the unique codes using a plurality of scanners that are located in a plurality of different geographic locations to transmit status update information and the unique identifying codes over a communications link to a central computer database when statuses of the physical assets change over the course of a cycle of change in status.
36. The method of claim 35 wherein the unique identification codes are unique for all assets to be tracked.
37. The method of claim 35 wherein the unique identification codes are unique for all assets to be tracked with no two assets belonging to different classes of physical assets and no two assets belonging to the same class of physical assets having the same identifying code.
38. The method of claim 35 further comprising:
- storing status changes in a central computer database.
39. The method of claim 35 further comprising:
- storing status changes in a central computer database having a plurality of records, with each record being associated with a particular physical asset and being identified by the unique identifying code associated with the asset, with the record including information specific to the asset.
40. The method of claim 35 wherein the central computer database provides real-time sharing of the information stored in the records of the central computer database.
41. The method of claim 39 further comprising:
- transmitting information stored in the record corresponding to the asset from the central computer database over the communications link in response to the central computer database's receipt of the status update information and unique identifying code.
42. The method of claim 35 wherein the status of a physical asset is at selected from the group consisting of installed at a customer location, inventory, disposed of, and being repaired.
43. The method of claim 35 further comprising:
- transmitting status update information and the unique identifying code over the communications link to a central computer database upon scanning the unique identifying label at each of the plurality of geographic locations; and
- transmitting information stored in the record corresponding to the asset, from the central computer database over the communications link in response to receipt of the status update information and unique identifying code
44. The method of claim 35 wherein the status of a physical asset includes the location of the asset.
45. The method of claim 35 wherein the geographic locations correspond to at least one of an installation location, a maintenance location, and a disposal location.
46. The method of claim 35 wherein scanning the unique identifying label attached to physical assets occurs when a current status of the physical asset changes over the course of a cycle of change in status.
Filed: Jul 13, 2005
Publication Date: Nov 3, 2005
Inventor: William Vernon (Parker, TX)
Application Number: 11/180,796