Www.pace2020.com | See the possibilities… Customization Toolkit: A Case Study on Supply Chain Integration Vincent Sita and Daniel Nall Rex Three, Inc.

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Presentation transcript:

| See the possibilities… Customization Toolkit: A Case Study on Supply Chain Integration Vincent Sita and Daniel Nall Rex Three, Inc.

| See the possibilities… …But First! 5 quick customization projects realized since the last time we met.

| See the possibilities… Traffic Sheet Manager A tool to allow the shipping department to manage 120 pickups and deliveries per day.

| See the possibilities… Closed Jobs Manager Review and approve jobs without invoices, which have been manually closed by the plant.

| See the possibilities… Adjust WIP Entries Expense job cost transactions for jobs closed manually without invoicing.

| See the possibilities… MXML (Metrix) Importer Take data from a Metrix layout and import key information into an estimate.

| See the possibilities… UPS and FedEx Shipment Tracker Import job shipment info into carrier’s system, and retrieve tracking info and costs when available.

| See the possibilities… Supply Chain Integration Implementation Study

| See the possibilities… Definition A supply chain is a network of facilities that performs the functions of procurement of materials, transformation of these materials into intermediate and finished products, and the distribution of these finished products to customers.

| See the possibilities… The Efficient Supply Chain Exchange Information Product descriptions, specifications, and prices Purchase order information, such as quantities, required shipment dates, and addresses Planned and actual production, shipment, and delivery dates/times Data on products, components, and equipment Accounting information, such as prices, discounts, allowances, and account numbers

| See the possibilities… Inefficient And Incomplete Data Manual data entry is widespread; critical information is often manually reentered at many points in the chain. The manual intervention of Purchasing Clerks and Order Processors are critical links in supply-chain information flows. A lack of system integrity creates a continuing need for verbal or written authorizations to protect against costly errors or even catastrophic failures. Firms operate without needed data. Planning Report 04-2 Economic Impact of Inadequate Infrastructure for Supply Chain Integration RTI International for National Institute of Standards & Technology

| See the possibilities… ePace Customization How Rex integrated into their customer’s supply chain.

| See the possibilities… System Requirements Automate the following processes: Receive PO Confirm PO Send Advanced Shipment Notifier Send Invoice

| See the possibilities… Receive Purchase Order Create finished goods job and job parts. Add job materials, verifying price and availability of each inventory item. ePace business rules deduct from available inventory. Auto-create pre-invoice for billing department.

| See the possibilities… Confirm PO If everything conforms, PO confirmation is sent back to client. Any problems are trapped and treated as exceptions.

| See the possibilities… Advanced Shipment Notifier When client system allows, ASN is sent. Shipment weights are calculated. Delivery date is confirmed. Planned shipment is created.

| See the possibilities… Invoice Invoice is sent to client electronically. Invoice is accepted directly into client’s accounts payable system. Humans post invoice on Rex side, closing job and placing job into accounts receivable.

| See the possibilities… Project Stats 100% on-time delivery and order accuracy. Hands-off entry of more than 700 jobs with an average of 4 items per job. 250 orders per month with an average of 3 items per order without increase of customer service staff.

| See the possibilities… Four Things that a Service Business Must Do Right The Offering –Service excellence –Enhance the customer experience The Funding Mechanism –Charge in a palatable way –Enhance customer experience while spending less –Have the customer do the work The Employee Management System –Are they motivated to do the job? –What causes them to produce excellence? Customer Management System –Does the customer have the skills to do the job? –How will you manage performance gaps? –Which customer will you incorporate? From Harvard Business Review; Francis Frei; April 2008

| See the possibilities… Daniel Nall Executing system requirements using the ePace customization framework.

| See the possibilities… Questions and Answers