A peer inventory specialist shares proven methods for developing and implementing an efficient inventory management program. You’ll learn how more accurately tracking and managing your inventory can help you save money and time, as well as improve the educational environment.
Incoming and Outgoing Shipments in 3 STEPS Using Odoo 17
Inventory Management: Cost-Saving Tips for the Educational Environment
1. Facility Masters Webcast Series This series is made possible by:
Inventory Management:
Cost Saving Tips for the
Educational Environment
Tuesday, January 15th
12 Noon Eastern time
To dial into the webcast audio from your phone:
1-800-272-9104
This seminar is This series is made
endorsed by possible by
2. Facility Masters Webcast Series This series is made possible by:
Structure of Today’s Seminar
• We must mute phones to
prevent excessive noise
• We will monitor the chat
• When you leave the webinar:
• A survey appears
for your feedback
• Tell us what info you want
• Download a certificate
of attendance
A recording of today’s webcast and
presentation will be available online
tomorrow at
www.facilitymastersonline.com/webcasts
3. Facility Masters Webcast Series This series is made possible by:
Connect with Facility Masters
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4. Facility Masters Webcast Series This series is made possible by:
Today’s Speakers Roger Young
FacilityMastersOnline.com
Kenneth Braeutigam
Russellville Public Schools, AR
Matt Lightner
SchoolDude.com
5. Facility Masters Webcast Series This series is made possible by:
Endorsements
State of New Mexico
Public School Facilities Authority
6. Facility Masters Webcast Series This series is made possible by:
Importance
• Track where parts and materials are used
• Make better budget decisions
• Prevent overstocking
• Checks and balances
• Ongoing review of items on hand
• More efficiency
7. Facility Masters Webcast Series This series is made possible by:
Managing Inventory
Kenneth Braeutigam
8. Facility Masters Webcast Series This series is made possible by:
– 10 Campuses
– 1.4 M Square Feet of Building Space
– 180 Acres of grounds
– 5,000 Students
– One Central Warehouse
9. Facility Masters Webcast Series This series is made possible by:
Issues and Goals
• Get in Control of Inventory
– Large inventory of some items
– Not enough of other items
– Standardization
– Knowing where the supplies were being used
– More control of purchasing
10. Facility Masters Webcast Series This series is made possible by:
Issues and Goals
• Leverage Technology
– Utilize technology across the board
• HVAC, MD, PMD
• Become more efficient
• Natural process
• Obstacles / Challenges
– Organizing and cataloging what was in stock
• Maintenance, Custodial, Food Service, Tools
11. Facility Masters Webcast Series This series is made possible by:
Evaluating Inventory Software
• Factors
– Web based system
– Already using MD and PMD – 100% Satisfied
– Seamless integration with MD and PMD
– Central Inventory and School Location Pools
– Client support
12. Facility Masters Webcast Series This series is made possible by:
Evaluating Inventory Software
• Getting Support
– School Business Official important
– Online demonstration
– Identified the issues
– Projected the benefits
– Built upon a business relationship that was
superb
13. Facility Masters Webcast Series This series is made possible by:
Program Implementation
• Steps
– Create a workable plan
– Clean and purge storage space
– Organize, count and catalog parts/items on hand
– Create an identification system for each item
• Use common identifiers
• Do not get too technical
• Easy to search for items
– Enter data into Inventory Direct
– Create individual “pools” at each site
• Reduce “windshield time”
31. Facility Masters Webcast Series This series is made possible by:
Key Benefits
• Inventory is being Managed
– Know how the inventory is being used
• Related to work orders
– Control purchasing
• When and what to order
– Know what is in inventory
• Cost and location
– Find the inventory items quicker
– More efficient
32. Facility Masters Webcast Series This series is made possible by:
Recommendations
• Utilize a web based inventory system
– Access 27/7 from anywhere
• Integrated with work order system
– Easy to populate the work order
• Create logical inventory catalog system
– Easy to search, consistent, generic,
• Include staff in the process
• Focus on communication and training
• Select a business partner that is trusted
33. Facility Masters Webcast Series This series is made possible by:
Tips to Inventory Control
Using SchoolDude to track and analyze information
Matt Lightner
SchoolDude.com
34. Facility Masters Webcast Series This series is made possible by:
InventoryDirect
• Inventory of supplies and equipment
– Consumable items such as custodial,
mechanical, tools, instructional, and food
services
• Helps to insure that supplies are on hand
to manage work order requests
– Reactive and preventative maintenance
35. Facility Masters Webcast Series This series is made possible by:
MaintenanceDirect
• Automates workflow process
• Report issues quickly / track progress
• Documents inventory and equipment
used to complete work order requests
– Such as filters, light bulbs, chemicals,
cleaning supplies, etc…
36. Facility Masters Webcast Series This series is made possible by:
Details of the
work request
Documentation of Inventory Transactions
37. Facility Masters Webcast Series This series is made possible by:
PMDirect
• Identifies the inspection process and work to
be undertaken – proactive
• Documents regular task and procedure
inspection processes
• Helps manage inventory and tools used
during the inspection process
38. Facility Masters Webcast Series This series is made possible by:
Proactive: Recurring Scheduling
-Establish a
scheduled series of
inspections
39. Facility Masters Webcast Series This series is made possible by:
PM Schedule & Inventory to be Used
40. Facility Masters Webcast Series This series is made possible by:
What can SchoolDude do for me?
• Utilize a web-based inventory system
– Access anytime and anywhere
• Document inventory used for all tasks
completed
– Reactive and proactive work
• Generate quick, accessible inventory
reports for administration
41. Download this presentation, resources, and more at:
www.FacilityMastersOnline.com/webcasts
www.schooldude.com/resources
www.myschooldude.com
Contact Resources
Roger Young, roger@FacilityMastersOnline.com
Kenneth Braeutigam, kenneth.braeutigam@russellvilleschools.net
To learn more: salesrequest@schooldude.com Matt Lightner
Current clients: support@schooldude.com SchoolDude.com
mlightner@schooldude.com