Definition of Fleet Management: Optimising
fleet availability, reliability and utilisation to
drive higher fleet profitability is core to being competitive in today’s fleet
Fleet Management is a comprehensive fleet management solution that enables organisations to accomplish a series of specific activities
in the management of any or all aspects relating to a fleet of mobile
equipment. The latter can include equipment such as vehicles, trucks or buses
operated by a company, government, or other organisations.
These specific activities encompass all aspects ranging from vehicle
acquisition through operation, maintenance and disposal. PwC Fleet is a
complete solution covering 360° fleet management, all embedded with financial,
supply chain, HR and OHSE functionality.
Purple WindowFleet management operates as an
integrated information system. It does not only gather, store, process, monitor
and report fleet activities such as maintenance, accidents warranties and utilisation, but also includes contract (lease) management,
short-term rentals, billing and financial reporting across the fleet and organisation.
The Puple Window Fleet solution has been
architecture within the Microsoft Dynamics AX framework. It therefore makes
full use of all the flexibility, security, user management and optimisation tools offered by Microsoft through the
Microsoft Dynamics AX platform. It re-uses Dynamics AX functionality,
flexibility and security. The PwC Fleet solution is an industry vertical that
focuses on fleet management of mobile equipment and has been built using PwC's
extensive experience in this industry. It makes full use of the ERP
functionality offered by Microsoft via Dynamics AX as well as the Enterprise
Asset Management (EAM) functionality offered by Purple Window through its 360
Strategic Asset Management product.
The following key functionalities are included:
- Financial management – This full financial module offers all the rugged
functionality expected from a tier-one product.
- Fleet asset management – The heart of Purple
Window Fleet Management, fleet asset management focuses on managing mobile
fleets and equipment. It drives fleet utilisation
and optimisation through effective fault
management, maintenance controls and fleet planning.
- Fleet case management – This module includes the functionality to group all
end-user activity into a single control mechanism. It integrates across
the entire organisation and all other
sub-modules to deliver an integrated view of customer and user activities.
- Fleet lease contract management – Various types of
lease models are supported, including, for instance, options such as
Full-maintenance Lease (FML), operational lease, managed maintenance, and
- Fleet rental contract management – The rental contract
functionality is used for short- and long-term contract management.
- Operator management – Manages equipment operators such as drivers, pilots,
- Customer relationship management – This module is
holistically focused and manages the client integration portion of the
- Supply chain management – Full-cycle supply
chain and logistics management.
- HR management – A complete HR module is available, with integration
points for country-specific payroll.
- Risk management – Risk management runs across the entire fleet and organisation and allows for the identification and
management of all risk types.
- Corporate BI and dashboards – A set of standard
reports, dashboards and pivot tables is available in the product.
- Mobility – Operational, maintenance and inspection tasks can be
accessed and completed via a mobile device.
Fleet Graphical Views
Fleet-Management is Purple Window's Fleet Management Vertical, which deliver
360° asset management by combining Asset Life cycle Management functionality
with traditional ERP functionality. Fleet-Management is embedded in the
Microsoft Dynamics AX Architecture.
Fleet 360° Asset
The following graphic illustrates a 360° Asset Life cycle Management View.
The following graphic illustrates the breakdown of Fleet Operations.
The following graphic illustrates the breakdown of the various Fleet
Fleet Management Features
Fleet has the following product supporting features that integrates with
Key functions supported for
The contract management module allows for registration, quotation, management,
billing and retirement of contracts. The module support a comprehensive set
of billing rules and calculations for a wide variety of contract types.
For more information on Contract
Management and the step by step create process, refer back to: About Contract
Key functions of Contract Management include:
- Providing support for
- Providing support for
- Providing support for
Service Level Contracts (SLA).
- Providing support for
Maintenance and Repair Contracts (MARC). (Maintenance Management)
best-practice template configuration to simplify/streamline the creation
of new contracts. (Define of Event templates)
- Creating, managing and
monitoring of all contracts.
- Reporting on contract
expiry and asset availability after contract.
The Leasing Module provides a complete end-to-end solution for all
companies that lease out mobile assets. It supports all steps in the
financing contract life cycle from a financing opportunity for a lease to an
offer going over to mid-lease changes and resulting in end-of-lease options.
Key features of Lease Management include:
- The lease payment
The payment schedule is an overview of lease and provide at a glance all
key information regarding the state and current values of a lease. It
include the original values of the lease contract, payment calculated
based term and residual value. Date a payment was billed, invoiced and
paid. The payment schedule support both fixed and variable interest
- Contract amendments: Mid-lease changes is
inevitable. Fleet-Key Lease Module provide functionality that will
support contract amendments required. Amendments supported include
capital adjustments, payment hold / payment holidays and interest rate
For more information on Lease
Management and the step by step create process, refer back to: About Lease Management
Fuel Management and Fuel card
Computing power is essential for a company to truly understand what is
being spent where and by whom. Using Fleet- Fuel Management and Fuel Card
integration to identify drivers who have a heavy right foot or whose vehicles
are using too much fuel can pay real dividends.
Data captured in the system can be analysed by
vehicle, driver, date, fuel type and economy among a range of other factors
to get an exact picture of where a fleet's money is being spent on the road.
Fuel cards can be issued against a driver or a specific vehicle. Fuel
transactions can easily be uploaded from the service provider and
automatically be captured and reconciled against the related Contract or
For more information on Fuel
Management and the step by step create process, refer back to: About Fuel Management
Key features of Fuel Management include:
- Fuel cards issued
against drivers or vehicles.
- Fuel card transaction
uploads and reconciliation.
- Fuel transactions analysed by vehicle, driver, date, fuel type and
economy among a range of other factors.
Tyre Management aims to optimise the useful life
tyres by tracking its location and
longevity. It automates the day-to-day tasks of ensuring that tyres are inspected, rotated, repaired and
re-threaded in a manner that maximises their life
Tyre Management also provides comprehensive analysis of tyre
wear rates, life expectancy, forecast replacement and rotation.
For more information on Tyre
Management and the step by step create process, refer back to: About Tyre
Key benefits of Tyre Management include:
- Tracks the position
and history of every tyre in its position on the vehicle.
- Ensures regular
inspection of tread depth and tyre pressure to maximise tyre life.
- Generates alerts when
any situation arises that compromises tyre life.
- Enables tyre
wear rates to be compared across vehicles, drivers
and tyre manufacturers.
- Allows tyre
inspections to be done at the vehicle using mobile devices or mobile
Key features of Tyre Management include:
all tyre movements and inspections for the life of
- Represents tyre location
by structural representation of the vehicle configuration.
- Supports inspections
in the field via mobile devices.
- Reports and graphs for
- Tyre wear cost;
- Expected tyre life;
- Residual tyre value.
- Replacement forecast
and recommended rotation.
Through effective permit management, organisations
ensure that they are compliant with government and internal governance
policies. The Permit Management module enables organisations
to manage, monitor, track and report across business functions and departments.
This covers permits, licenses and certificates as well as all related
business activities related to maintenance, operational, contract and asset
For more information on Permit
Management and the step by step create process, refer back to: About Permit
Key functions of Permit Management include:
- Issuing permits,
certificates and licenses which are then associated with business roles,
employees, assets, and business activities (tasks) such as maintenance,
contracts and operations.
- Validating and
tracking of permits, licenses and certificates according to expiry
- Monitoring of
renewals, expiry dates and compliance on an on-going, up-to-date basis.
- Issuing permits or
certificates for the granting of special permissions to perform selected
- Enforcing permits
through best-practice template configuration.
Operations Route Management
The operations route management functionality allows logistics and
distribution companies to become efficient by planning their transportation
routes and schedules.
For more information on
Operations Route Management and the step by step create process, refer back
to: About Operations Management
Key functions of Operations Route Management include:
- Builds fixed routes to
be re-used across different operations
- Single day, multi-day
and one-way routing capabilities.
- Financial analysis of
routes and fleet operations.
- Interfaces to
turn-by-turn driving directions through Bing Maps.
scheduling of drivers, trailers, trucks and vans.
- Vehicle tracking
through arrival and departure times.
The route management solution is fully integrated with Microsoft Bing
Maps. Key functions of Bing Maps Integration include:
- View the route on a
turn-by-turn driving directions.
- Driving directions can
be emailed or send via SMS to Drivers.
Fleet solution integrates into the following Microsoft Dynamics solutions:
Integration to Microsoft Dynamics AX Purchase
Integration to Microsoft Dynamics AX Sales
Integration to Microsoft Dynamics AX General
Integration to Microsoft Dynamics AX Fixed
Integration to Microsoft Dynamics AX Human Resources
Integration to Microsoft Dynamics AX Product
Integration to Microsoft Dynamics AX Stock and
Integration to Microsoft Dynamics AX Project
Management and Accounting