Technical Marketing Information (Tmi) : Shane Gilles

Americas North
TECHNICAL MARKETING INFORMATION (TMI)

Shane Gilles
Caterpillar Confidential Green

TECHNICAL MARKETING INFORMATION(TMI)
Login as Dealer
2018 | Energy & Transportation

Sales Tool and Order Management Forum
2
TECHNICAL MARKETING INFORMATION (TMI)
AGENDA
 System Purpose
 Location
 Usage
 Basic Navigation
 Serial Number Navigation
 User Preferences
 Cross Reference Changes
 Feature Code Navigation
 Advanced Search Navigation
 Other Navigation/Tools
 2018 Projects
 Online Training
 Q&A
3
TMI SYSTEM PURPOSE
 Caterpillar’s dealer portal for commercial and captive engine data.
 The TMI system provides engine data for pre-production and product
configurations.
 System Started in 1984 and continues to evolve.

4
TMI LOCATION
 tmiweb.cat.com
Access-
1. Anyone with a Corporate Web Security Logon ID except
eCustomer
2. Security and Access Dependent on Affiliation

5
TMI USAGE TMI Users January 2012 to Mar 2018
 Users about 60k month 100,000

90,000
 Visits > 300k month 80,000
70,000
 Users 80% Dealers 60,000
50,000
Users
Series1
40,000
 80% Service and Support 30,000
20,000
 20% Sales 10,000

0
Sept
Sept
Sept
Feb
Mar
May
Mar
Mar
Mar
May
Mar
Mar
Jan
Feb
July
Oct
Nov
Dec
May
Jan
Feb
July
Oct
Nov
Dec
May
Jan
Feb
July
Oct
Nov
Dec
May
December
Mar
Jan
Feb
July
July
May
May
Jan
Feb
July
June
June
June
June
October
Jan
June
October
October
Jan
Feb
July
December
June
December
June
October
December
Apr
September
April
August
September
September
September
August
August
August
August
August
August
April
April
April
April
April
November
November
November
November
 352k Yearly Users 2017 Monthly
TMI Visits July 2011 to Mar 2018

400,000
350,000
300,000
250,000
Visits
200,000 Series1
Series2
150,000
100,000
50,000
0
Monthly

6
TMI BASIC NAVIGATION
Most users use Product Information –

Formally known as Engine/Parts Data

7
TMI BASIC NAVIGATION
Related Links & Inquiry Help -

1. Strategy
2. Level 3 Team Support Pics
3. TMI FAQs.
4. Inquiry Help
TMI Definitions and Utilities–

1. Abbreviations Defined
2. Performance Definitions
3. TMI Preferences
4. Glossary
5. Online Training
6. Helpful Links
Communications –
1. Notices
2. Releases
3. Surveys
4. What’s New
Dealer Support Contacts–

1. Application Support Center
2. Dealer Solution Network
Sales Tool and Order Management Forum 3. Level 1 Support 8
Caterpillar Confidential Green 4. Morton Parts Support
TMI SERIAL NUMBER NAVIGATION
SN Navigation–
1. Product Information
2. Enter Serial # EST00300
3. Select Serial Number Drop Down
4. Click retrieve data button
5. Any data found will be presented or linked
PERMITTED FOR User Customer
Access
Access

9
1. Serial numbers are linked together
2. (factory linked and updated by service systems)
1. 18 tabs or containers are found and

viewable for user affiliation
2. Images found
3. Documents found
1. Engine Rerated?– Either invoice or in the
field by dealers using Feature Protection
System. (FPS)
Data is Dynamic based on Serial Number–

(it changes – Range from a little to a lot of data)
1) EST00300 – Generator
2) LHX25267 – Machine
3) NFL00566 – Marine (tests)
4) PET000066A – Tier 4 Aftertreat
5) C4E00484 – 4.4 Perkins sourced
6) CA0201 - Mini Excavators
7) 7HJ08073 – Reman
Sales Tool and Order Management Forum 8) PCJ00687 – Transmission Test Data NEW!
10
Caterpillar Confidential Green 9) Etc…. Etc…
Tab Walk Through –
(Using TMI)
1. *Engine Test – test cell data direct from factory (NEW! working on Wuxi 9.3)
2. *Order Invoice Eng Break – Invoice & Full Build of Material (New! Direct link
to drawings and parts diagrams)
3. *Flash File – Software Runs engine progression start to finish
4. *Physical Data – Details about parts (teeth on flywheels, pump priming
method, fan pulleys, etc)
5. *Gasket Kit
6. Par Dyno – Dyno test data captured
7. *Component Data – Data about major components – radiator, package,
jacket water performance curves etc)
8. Spec Xref – All arrangements for spec, SN Prefix etc.
9. EMC – Smart linked system to all related documents and images
10. Performance Data – Lab information – performance at certain loads,
altitude derates, heat rejection, noise, emissions and reference info.
11. Emissions Data – Caterpillar’s certified emissions info
12. Generator Data – spec, efficiency, mechanical, performance curves, etc
13. Genset Test Results – test report of the genset package
14. Spec Compare – Side by side comparison of related test specs
15. SIMSi – Link over to the warranty history
16. Test Spec – How the engine is to be tested, Nominal, Ceiling, Floor specs
17. Systems Data – Major systems of the product with information about the
system – Air intake, cooling, exhaust, fuel , etc.
1. * Denotes System Change Active Projects

11
Other Tabs Supported for SN–

1. Machine Test – (54500430) Track type tractors, excavators
2. *Torsional Vibration – (5EK05000) (turned off being rewrote)
3. Marine Test – (NFL00566) – Factory tests
4. Sea Trail Data – (NFL00566) – Data Used for Sea Trails
5. Reman Data – (NFL00566) New Parts Used
6. ECM Data – (C4E00484) Perkins Sourced
7. Product Specific Data Sourced – MHI, FIAT, etc tabs
8. Notes – Messages or notices specific to Serial Number
9. As Manufactured (WRH00104) – Factory Consist
10. Paid for Test (SBJ01336) – Additional Tests Pd by Dealer – Only
viewable to that dealer
11. *PCJ00687 – Transmission Test Data NEW!
12. Serial Number Prefix

12
TMI USER PREFERENCES
User Preferences–
1. English or Metric
2. Serial Number Tabs
3. *Advanced Search Columns
4. Test Spec Tabs
5. Loading Image (Gopher!)
6. Classic versus New Look and Feel
7. BOM Tree Structure versus Classic BOM
8. Looking for other ideas to help you

13
TMI CROSS REF CHANGES
Cross Ref and Advance Search–
1.
1. *Drag andDrop
Drag and Dropon
onfly
flycolumn
columnpreferences
preferences
2.
2. Key
Key entry
entry search
search
1.
1. ** Denotes
Denotes System
System Change
Change Active
Active Projects
Projects

14
TMI ADVANCED SEARCH NAVIGATION
Advanced Search Navigation–

1. Simply click
2. Helpful notes explain the reason for the button

1. Enter any values known
2. Example C13
3. Next select either all ratings or the ones for
sale only.

15
TMI ADVANCED SEARCH NAVIGATION
1. 282 Ratings found for current C13
2. Enter more if you can to narrow the results
1. Click Retrieve, the result is all tabs or

containers related for that record or line.

16
TMI OTHER NAVIGATION AND TOOLS
1. Generator Data
2. Electric Motor Data
3. Historic Transmission Data
4. Compare Consist
1. Electric Motor Data
1. Compare Consists
1. Generator Data

17
* Contingent on $, data, time, and resources
TMI 2018 PROJECTS
TMI Projects–
1. The key is your voice.
 Cooling Data Extract for Spec Sheets
2. We need your input to improve to
 Wuxi Manufactured Products make your jobs easier to sell and
service our products.
 Add Test Spec Tab for Wimborne Products
 Kit Information Upgrade
 Streamline Engineering and Order Data for Cross Ref
 Data Input Rewrite for Security
 Resize and Viewing User Preferences
 Embed Training and User Documentation
 Torsional Vibration Analysis Rewrite
 Identify and Improve Mainframe Data Feeds
 Smarter Searches
 Multiple Invoice Project
 * Unknown projects

18
QUESTIONS?

19
Upper right so-what treatment.
PPT DESIGN ELEMENTS Summarize slide content in no

more than 2 or 3 sentences.
(Arial Narrow, 12 pt.)
Copy & paste the graphics / design element for use in presentations
▼Content / page divider – Horizontal
Floating so-what treatment. Floating so-what

Summarize slide content in no more treatment. Summarize
than 2 or 3 sentences. slide content in no more
(Arial Narrow, 12 pt.) than 2 or 3 sentences.
(Arial Narrow, 12 pt.)
▲Global Brand Framework Three Bar Graphic

Option 1 – Gradient (Stretch to size)
+#.#
-#.#
▲Global Brand Framework Three Bar Graphic
Option 2 – Solid (Stretch to size)
▲Arrows ▲Content / page divider - Vertical

20
TYPE TREATMENTS
TRACKED OUT TEXT
▲To adjust character spacing, highlight
Suggested fonts – Arial Black + Arial Narrow text, under HOME tab, click on Font,
select Character Spacing tab >
Spacing > Expanded and input value.
◄ Alternate between 2 fonts and adjust font size and line spacing. To adjust line
spacing, highlight text, under HOME tab, click on Paragraph, in Spacing > Line
Spacing > select Exactly and in / de-crease values for desired effect.
May take a few times.
36 PT FONT ►
DISPLAY
TYPE
◄ 75 PT
LINE SPACING
80 PT FONT ►
◄ 8 PT
20 PT FONT ►
SET TO WIDTH LINE SPACING
48 PT FONT ►
DISPLAY
TYPE
◄ 45 PT
LINE SPACING
54 PT FONT ►
◄ 16 PT
26 PT FONT ►
SET TO WIDTH LINE SPACING

21

Technical Marketing Information (Tmi) : Shane Gilles

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Americas North

TECHNICAL MARKETING INFORMATION (TMI)

Caterpillar Confidential Green

2018 | Energy & Transportation

 Caterpillar’s dealer portal for commercial and captive engine data.

 System Started in 1984 and continues to evolve.

2018 | Energy & Transportation

2018 | Energy & Transportation

 Users about 60k month 100,000

 20% Sales 10,000

TMI Visits July 2011 to Mar 2018

2018 | Energy & Transportation

Most users use Product Information –

2018 | Energy & Transportation

Related Links & Inquiry Help -

TMI Definitions and Utilities–

Dealer Support Contacts–

2018 | Energy & Transportation

1. 18 tabs or containers are found and

Data is Dynamic based on Serial Number–

1. * Denotes System Change Active Projects

2018 | Energy & Transportation

Other Tabs Supported for SN–

1. * Denotes System Change Active Projects

2018 | Energy & Transportation

1. * Denotes System Change Active Projects

2018 | Energy & Transportation

2018 | Energy & Transportation

Advanced Search Navigation–

Advanced Search Navigation–

2018 | Energy & Transportation

1. Click Retrieve, the result is all tabs or

2018 | Energy & Transportation

1. Electric Motor Data

2018 | Energy & Transportation

2018 | Energy & Transportation

2018 | Energy & Transportation

PPT DESIGN ELEMENTS Summarize slide content in no

▼Content / page divider – Horizontal

Floating so-what treatment. Floating so-what

▲Global Brand Framework Three Bar Graphic

▲Arrows ▲Content / page divider - Vertical

2018 | Energy & Transportation

2018 | Energy & Transportation

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