EQUIPMENT / FLEET MANAGEMENT GUIDELINES

Executive Summary

DEVELOPMENT FOCUS
CATERPILLAR DEALERS
  • Provide a consistent customer experience
  • Converge applications where possible
  • Develop applications that deliver on the highest value propositions
  • Design data, services, APIs and applications to enable dealer workflows
  • Integrate machine and engine proprietary information, and physical asset with digital applications (e.g. Keyless start, etc.)
  • Address unique market, customer and regional needs
  • Integrating capability into dealer workflows
  • Drive customer adoption and use of Caterpillar applications
  • Developing complementary applications focused in: 
    • Lead Management Integration to CRM (Customer Relationship Management)
    • Automated Leads to PSSRs (Parts & Service Sales Reps)
    • Integrated Parts ordering

 

 

EQUIPMENT / FLEET MANAGEMENT GUIDELINES

The following guidelines are intended to provide a framework for the development of solutions related to Equipment / Fleet Management.

 

OPERATIONAL DEFINITION

“Equipment/Fleet Management Guidelines” applies to the processes and digital solutions designed to improve customer’s operations and performance through increased asset availability, decreased maintenance and repair (M&R) costs and increased asset utilization, each delivering increased customer value.in the areas of:

  • Reduced asset ownership costs
  • Extended useful life of asset
  • Increased asset availability
  • Optimized asset inventory levels, and purchase/rental decision making
  • Improved regulatory compliance, maintenance and parts inventory management

 

Equipment and Fleet Management will typically include, but not be limited to, the following:

  • Product utilization statistics (idle vs productive etc. …)
  • Fuel usage statistics (averages, idle vs productive fuel burn etc. …)
  • Location and geofencing services
  • Planned Maintenance and Service Backlog Management
  • Transactional data and history associated to asset acquisition, maintenance, repair, cost management, fair market value, and divestiture
  • Faults, events, notifications, and reporting engines
  • Asset performance; monitors trends of output and efficiency over time and comparisons to benchmarks, i.e. other similar assets in similar applications.
     

 

CATERPILLAR POSITION STATEMENTS
  • Caterpillar will lead in the design and development of solutions that deliver on the Equipment & Fleet Management value propositions.  Dealers should drive customer adoption and usage of these applications to create customer loyalty, optimize telematics ROI, create and capture aftermarket revenue, and leverage industry differentiation through the upselling of advanced feature sets.
  • Caterpillar will converge solutions where possible.
  • Caterpillar will seek to make available for dealers, data and analytics on their customers’ use of Caterpillar developed applications, depending on regulatory compliance and demand-intake prioritization criteria.
  • Caterpillar will build an Equipment / Fleet Management Application, with the expectation that dealers will market to their general customer population.
  • Caterpillar will continue to develop solutions that address a customer’s entire fleet – not just solutions for Caterpillar assets.
  • Caterpillar will commercialize Equipment / Fleet Management APIs that correspond to the Caterpillar Application to allow dealers to innovate for unique customer needs in their region.
  • Caterpillar will measure customer adoption achieved by dealers against dealer-specific targets set by Caterpillar and will measure via the Digital Excellence Program.
  • As prioritized by Caterpillar industry and aftermarket organizations through the Cat Digital demand intake process, solutions for non-Caterpillar branded (e.g. Perkins, MaK, etc.) will be developed or integrated with existing solutions to provide a unique or brand-agnostic experience.

 

 

CATERPILLAR FOCUS DEALER FOCUS
  • Development and deployment of a centralized Fleet and Equipment Management solution for use across core Caterpillar industries and aftermarket use cases.
  • Increasing mixed-fleet telematics capabilities through cloud-to-cloud API harvester integrations.
  • Streamlining the complexities associated with multiple subscription price points, data-frequency plans, and commercial subsidies to deliver an optimized Freemium  Premium fleet management solution.
  • Integrating machine and engine proprietary information and functionality
  • Enhancing the customer and operator experience
    • Enabling the dealers to effectively service a customer’s fleet (i.e. not need multiple passwords, effective visibility across fleet across many dealers, sharing service history etc.)
  • Leveraging our global footprint to develop advanced predictive analytics
  • Availability of Customer data and analytics to dealers depending on regulatory compliance and demand intake prioritization criteria
  • Building Equipment / Fleet Management Applications
     
  • Go-to-Market deployment and support for Cat Fleet Management solutions (listed below) through dealer awareness and training, and customer marketing and on-boarding.
  • Providing customer feedback to ensure product-market fit of standardized solutions.
  • Completing closed-loop-feedback for sales leads generated via core Caterpillar fleet management solutions including:
    • Integration to CRM / Lead Mgt. / Sales Funnels
    • Automated leads to PSSRs (Parts & Service Sales Reps)
    • Integrated Parts ordering
  • Developing complementary Equipment & Fleet Management applications, dealers will focus their efforts in the following areas:
    • Regional solutions that are unique to a market
    • Driving integration with broader Caterpillar / other dealer solutions to create an ecosystem

 

CATERPILLAR APPLICATIONS

  • Cat® App
  • Cat® Asset Intelligence
  • Cat® Equipment Tracker – China
  • Cat® Power OnSite
  • Cat® Remote Asset Monitoring 
  • Cat® Remote Fleet Vision
  • Equipment Insights
  • Intellitrain
  • My.Cat.Com
  • Smart Cap
  • Solar Insight
  • VisionLink
  • Cat® TrackIt
  • Uptime Suite

 

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