Equipment Manufacturing

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Keeping everyone on a project informed can be a large task, but it can also bring important, cost- saving benefits. The right information delivered to the right worker at the right time is the way larger manufacturers do it. They use expensive software that comes with enormous licensing fees and maintenance costs.

But now, small to mid-size equipment manufacturers can obtain and use the same sophisticated functionality that the big competition uses. We offer a custom-configuration of Microsoft Dynamics

NAV, scalable and affordable for your size as a manufacturer. Suddenly, you have a significant project management advantage never before available to you.

Our custom-configured Microsoft Dynamics NAV solution for equipment manufacturers can eliminate wasted costs, missed steps, accidents, and potential liability. That helps you allocate more of your budget dollars in areas where your talents and opportunities meet.

We’ve made it easy to give practically everyone in your company the advantage of accurate and precise information to make better decisions on the spot. Get the project done, on time, on budget, with a profit. That’s our goal for you.

Project Breakdown Structure

  • Map out your entire project, make changes everyone can see in real time
  • Keep it hierarchical and flexible
    • Map your project plans by creating job task lines
    • Post costs with job task information and drill down to analyze by task
    • Copy single or multiple tasks from similar projects
  • Standardize your approval process for each project step
    • Define rules for your approval hierarchy
    • Block unapproved postings

At the highest level, you need a simple but powerful tool to lay out your plans, costs and approvals. Here it is, simple to set up for every project, powerful to use throughout the project phases for referencing original plans or revising and updating approvals.


Project Breakdown Structure is the first module on your way to gaining an end-to-end view of your manufacturing operations. It helps you save time by defining job task timelines, with descriptions and costs linked to expose areas of cost concern.

It also gives you the ability to define approvals required at each stage. That gives managers a quick reference point to make sure the business rules are satisfied. It eliminates wasted time searching for missing or ill-defined approvals and it ensures the right approvals are obtained before the manufacturing process moves ahead.

Process and Calendar Management

  • Plan and schedule related job tasks in job planning lines
  • Plan forward from the first day or backwards from the completion date
  • Use transparent visualizations to create lists, print out reports and analyze charts

Every smooth-running manufacturing line needs an integrated calendar that provides reliable, official and instantaneous updates across the full production schedule. Our Process and Calendar Management module goes beyond to keep everyone informed of any changes in schedule, quantity or costs.

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With everyone working from the same process calendar, managers know that everyone is referencing the same plan and schedule, and it is always up-to-date. Better-informed teams become more agile, able to move faster with fewer mistakes.

For example, supervisors on the floor can be confident in their decisions and make rapid changes by always being up-to-date. Production teams can coordinate changing deadlines up and down the manufacturing line on the fly. Workers on the floor can instantly see if they are on schedule and let others know when they fall off.

The easy visibility of flexible calendar management is still just the beginning. Its value grows significantly through the power of the other Equipment Manufacturing solution modules.

Visually Supported Monitoring

  • Progress monitoring
  • Deadline and cost surveillance
  • Early detection of planning errors

We all know how valuable “data” has become in business. But data can’t transfer its value until it becomes usable “information.”


Today’s manufacturing process monitoring can produce overwhelming amounts of real-time data, and much of its value remains buried in databases, or it moves by too quickly to capture and format.

This module solves that problem up and down the manufacturing line in real time. You choose which monitoring data you want to visualize through graphic visualizations, charts and tables. Raw numbers can slow you down. Tables of numbers are better. But colored charts and interactive graphics allow you to focus on the specific numbers that are important and display them in the most dramatic way.

Better yet, you can customize the graphics for each need across manufacturing operations, showing specific or consolidated costs, capacity, production orders and much more.

With this new level of visual support for charts and graphics, it’s easier to turn job statistics into actionable insights.

Capacity and Resource Planning

  • Work directly from the Project module
  • Integrated with Resource module

Your ability to do accurate, reliable capacity and resource planning can make a tremendous difference in generating profit, or avoiding loss. Without capacity and resource planning tools, you might not know whether your plant capacity is under-utilized (wasting money on unused resources) or over-utilized (unable to fulfill all customer orders).


It’s hard to optimize that equation for constantly changing order levels, especially if you can’t access all of the needed information.

This module consolidates data from the other solution modules to determine the difference between your plant’s current and maximum capacity in real-time values. You will still have to make the decisions, but all of the information you need is available in one place.

For smaller and mid-size manufacturers, it is critical that you don’t overestimate your capacity needs. When a customer drops off, or the market changes, unused capacity takes a proportionally larger bite out of your profits. This module helps you focus on making small capacity changes that rapidly match changing needs. You’ll know how much you should spend to fulfill orders while minimizing the risk of unnecessary expansion.

Assembly Management

  • Gain a full view of order-specific details
  • Switch to multi-level views easily

The details of assembly are difficult to capture and analyze unless you have software designed for your type of operation and customized for your specific assembly lines. If not, it’s easy to miss critical assembly detail information and it’s harder to correct the assembly process. Off-the-shelf software is not the solution.

Another essential element of assembly management is being able to automatically import related information that resides in other software packages or within other departments – for example, costs, schedules, updates, quality control. Without these details, you won’t have a complete view of your assembly line status.

The true solution for assembly management draws upon integrated modules that share information across your entire manufacturing operation. That’s what makes our Assembly Management module so efficient and easy to use.

You don’t have to search for details or wonder whether they’re the most recent. The software captures and consolidates the related data, displays it as formatted information and shows you charts and graphs. At any time, you can see what you need to know.

Assembly is a very unforgiving process that moves quickly. The Assembly Management module gives you monitoring tools to stay on top of it, recognize issues as they arise, and solve them quickly.

Project Costing

A single place to calculate and post all of the costs on an assembly or product

Multilevel calculation, budgeting and forecasting

  • Improve accuracy using actual comparison data
  • View Percentage of Completion (POC) for decision making

Multilevel and live post calculation transparency

  • Compare target costs and actual costs at the document and project level

WIP to G/L integration

  • Automatic WIP calculation and G/L posting keep everyone up-to-date
  • Drill-down functions take you directly to the data you need

Now it’s time to focus exclusively on costs. Costs underlie the entire manufacturing process. To minimize your expenses, you’ll want to capture, calculate, track and compare costs from one end of the line to the other. The Project Costing module centralizes all of those activities for you.


Costs, quality and time – you have to account for all three. This module is another example of our data integration capabilities creating a decisive advantage. Costs entered anywhere in the Equipment Manufacturing solution are visible here. That makes it easy for managers to watch the budget in real time with Work in Progress (WIP) graphics. When you want to quickly verify G/L and A/P entries, they’re right there. You can start with the overall big-picture view of the product or customer, and drill down to see where every penny was spent.

Cost management and assembly management in manufacturing are tasks that thrive on live data and require it for results optimization. But without a fully integrated end-to-end solution that monitors dozens of related-but-separate tasks in real time, the data is incomplete. Sometimes you have to make decisions on incomplete data, but not when you’re sitting at your Project Costing console.

Production Engineering

  • Gain multilevel production routings and BOMs
  • See a running bill of materials
  • Transparently trace any item through the whole system, across all modules
  • Serial and lot number tracing

Production engineering is a highly quantitative discipline. If a number or specification is missing, everything stops until it’s found or calculated. There are many places for errors to hide in a production plan. You have to see when something doesn’t fit, or something has been changed along the way. You have to have to be confident in every component of the plan.


That’s where we can help. Our Production Engineering module puts production version management, cross-referencing and a document history at your fingertips. We designed it specifically to solve issues found in traditional production engineering tools.

For example, each status change within a document, even printing it, creates and archives a revised version. Everyone will know who touched a document last, and when, with lot-origin and where-used lists. You can add details and depth by linking history data via document numbers, item numbers and serial numbers. Plus, all related documents, transactions and G/L & sub-ledger entries appear via drill-down or “Navigate” links for quick reference.

Once again, our system-wide end-to-end data integration across modules makes this not only possible, but easy.

Manage documents and records professionally and consistently

Put every document associated with any project under your fingertips instantly

  • Link external documents (PDFs, Excel, Word, web links) to any record within projects, production orders, or items
  • Eliminate wasted time searching for documents in multiple locations
  • Share documents with drag-and-drop ease
  • Organize documentation for regulatory requirements

The ability to index, organize, store, protect and access documents quickly is a key success factor. The Document Management module lets everyone on your team access and share the most up-to-date versions of all of your documents.

The document management window appears as an integrated work pane within other module windows. It shows all of the files or records associated with any project or customer. It is extremely convenient as a time-saving reference. But the real value is being able to see the context of the numbers in the originating documents – associated plans, estimates, contracts, error reports, correspondence, invoices and more.

Document management in itself is a difficult and time-consuming task. Offload it to software – not just to save money, but to gain consistency. Why is that important?

When every manager or assistant decides upon a unique and personalized approach to document management, you’re in trouble. We know from vast experience that those employees spend too much time searching for lost documents, can’t gain access to “siloed” departmental documents and can’t respond to document requests in a consistent fashion. Under deadline pressure, those delays ripple up the line.

Worse, poor document management makes it much harder to comply with regulatory requirements and changes. You become more vulnerable to legal action and penalties.

On the other hand, with professional, integrated document management, everyone works with more confidence, able to quickly find, open, and use any job-related document, record or image.

Manufacturing Requirements Planning

  • Consolidate the information to make purchase decisions on one screen
  • See complete details of every stock and component specification
  • Give everyone consistent formats and fields that make reporting easier
  • Requisition Worksheet
    • Define various parameters on items for safety quantity, reorder points and optimal lot size
    • Define replenishment method as either transfer, purchase or produce
    • Automatically generate respective orders

Requirements planning is a highly collaborative effort. It is the “what, how many, and when” of your manufacturing line. The needed information comes from many sources to form a single requirements definition, which can include a Bill of Materials (BOM), purchasing and production schedules and specifications of all types.




When it comes to requirements planning tools, their usability, performance and accuracy can be the deciding factor in whether you order too much or too little stock to get the job done, or even the correct stock.

The Requisition Worksheet sits at the center of our Requirements Planning module. It’s a pivotal resource for everyone on your team that provides specifications. Its format invites participation, encourages thorough entries, and ensures consistency. The result is a consolidated planning module that is used as a reliable reference at every stage in the manufacturing process.

Service and Installation Management

  • View all service activities and entries quickly and easily
    • See all installed service items with components, statistics and service history
    • Access item-specific warranty and service information
    • Streamline service planning and dispatching with one module
  • Manage service contracts to optimize income
    • Maintain service contracts efficiently and proactively, spotting opportunities
    • Post contract invoices automatically, without delays to accelerate receivables

Service and installation activities generate loads of disparate data bits for each account. Much of the data is critical for regulatory and legal compliance. It must be well organized, centrally stored and consistent.


Our Service and Installation Management module guides you through all of the critical information needed to generate service and installation records that are easily found and compared – in the office or on-site.

It provides full visibility of the key factors: items, contracts, warranties, service schedules, incidents and consolidated service statistics. As a result, you schedule and dispatch people to the place they’re needed with the right parts, tools and paperwork.

But that’s only half of its real value. Service and installation activities can also generate profit when they’re run efficiently on the back end. That’s always been the case, but these days, being able to offer exceptional customer care is more important than ever. It costs a lot of money to attract customers, and disgruntled customers have a world of alternative choices at their fingertips.

Service and Installation Management lets you optimize service contract maintenance by staying ahead of deadlines, seeing opportunities to upsell and scheduling automated invoicing to maximize returns. At the same time, it gives you ways to show customers