1. Nancy McCrimmon – 32 Soft Inc.
Shatter the Pain Chain
Presented by
Judy Gardner – Walbro
Don Lindsey – CESI
Nancy McCrimmon – 32 Soft Inc.
March 20, 2018

2. Agenda 32 Soft Session Objectives Introduction of Speakers CESI WALBRO
Q&A

3. About 32 SOFT Assisting QAD users since 2001: Enhance QAD performance
Collaborate with clients
Provide expert consultation
Develop unique solutions
Empower end users
Free up IT resources

4. Objective Review and assess case studies: Life Science Company
Global Manufacturer of
Small Engine Components

5. Introductions Today’s Team: Nancy McCrimmon – 32 Soft
Don Lindsey – CESI
Judy Gardner – Walbro

6. CESI - ERP Evolution 1995 - Navision 2000 - Great Plains
Implemented QAD
Add SSM and GRS Functionality
Upgrade from .NET 1.1 to .NET 2.9
Upgrade from SE to EE
Eagle Bar Coding
Install 32 Soft PO Requisition System
Internationalization thru Multiple Domains
2015 – QAD Fixed Asset Module
EMT
Requisition Plus
2018 – Upgrade to QAD EE 2018

7. CESI - Volumes Department Users Facilities 3 Finance 10 IT 8
Operations 18
QC 4
R&D 79
Sales 6
Supply 8
Total:

8. Walbro - ERP Evolution 1997 QAD 6.5 1999 QAD 7.1 2005 QAD eB.2
2007 QAD 2007 eB.2.1 Multi domain
2011 QAD 2010 SE
Soft Intro – Simulated Cost Set
2013 Supplier/Customer Data Loaders
2014 Purchased 12 Loaders
2016 EMT Between Walbro Sites
2017 QAD 2014 SE

9. WALBrO - Volumes

10. Data Loaders – Consistency!
Get familiar with one…
Enter CSV List of Items, Prod Line, Work Order, etc.
Import files to pre-populate
Online Applications
Ease of Use

11. Item Planning

12. Set up

13. Login

14. Selection Criteria

15. download

16. Qad before

17. Change data

18. Upload data

19. Upload successful

20. Qad after

21. CESI - Cycle Count Issues
Weekly cycle count process
Multiple sites
Laborious process for manually entering data
Both Initial and Recounts

22. CESI - Solution: Data Loaders
Data Loader for – Cycle Count Worksheet Print

23. CESI - Master Data - Defining Items
Issues:
New End Products – must create many
System of Record = Master Control
Process is laborious: to manually enter 83 Item Master fields, 20 Item – Site Inventory fields and 48 Item – Site Planning fields, and enter data Items BOM’s, Routing
And maintain over time
Complex DNA Lots Batches, Size UoM
People with knowledge needed

24. CESI - Solution: data loaders
Data Loaders for Master Data
Item Master Maintenance
Item-Site Inventory Data Maint
Item-Site Planning Maintenance

25. CESI - Product Structure
Issues:
4,752 New BOMS for New Products in 2017
System of Record = Master Control
Previously maintained a Picture of in Master Control as Control
Now we use Soft Loader
Very complicated structures and processes for manually entering data
.NET entry, Desktop entry
Costing
New 13.5 and 15.5
– BOM Report
– Formula Report

26. CESI - Solution: Data Loaders
Data Loaders for Master Data
Product Structure Maintenance
Formula Maintenance
Formula Code Maintenance
Controlled Document in Master Control. People collaborate on changes.
Then, we approve and upload to QAD.

27. CESI - Installed Base Issues:
Voluminous and Transactions between Domains and Sites
Laborious Process for Manually entering data Typical of SSM – 35 Fields in , 9 fields in
R-Parts – Refurbished and Repaired Parts
Software – Manifest Log Report, output from the instrument with Serial #’s
Xml and txt
Records in Installed Base = 8,291
Records in Installed Base Configuration = 21,652

28. CESI - Solution: Data Loaders
Data Loaders for Installed Base
Installed Base Item Maintenance
Installed Configuration Maint
Add – Move – Update

29. CESI - Purchase Requisitions
Issues:
High Daily Volumes of Memo Type Requisitions 43,000 since 2016
Sox Issues
Approval Process
Attachments
Arduous Process for Manually entering data into Requisition Maintenance

30. CESI - Solution: Data Loaders &…
Online Application for Requisition Plus
Attachments
Approvers

31. Walbro - EMT/Inter-Company Transfer
Issues:
Transactions between domains and sites
Voluminous PO and SO
Burdensome Process for Manually entering data

32. challenges Time zones between plants
Languages (Japanese, Chinese, Spanish)
Time constraints (not enough time for daily manual entry)
Plant communication issues
Air shipments between plants causing lost revenue
Purchases from internal suppliers:
• 60% Thailand • 20% China • 40% Mexico

33. Walbro - Solution: EMT
Data Loader for EMT

34. Walbro - Work Order Buffer
Issues:
How to Manage Work Orders Changes
What Work Orders are “hot”
Communication between Departments
Communication between Shifts

35. Walbro - Solution: WORK ORDER BUFFER

36. Walbro - Cost Simulation thru BOM
Issues:
Having Time restraints To customer
BOM “Mock up”
Pricing issues
Number of customer request
New Product – how to cost

37. Walbro – BOM COST SIMULATION

38. Walbro - MSW/PSW Work Order
Issues:
Part Shortages for Work Orders
QAD’s MSW/PSW Difficult
Challenging to see demand scheduled to production
Issues with capacity
What “if” scenarios

39. Walbro – MSW/PSW wo
Judy to do Work Orders/Scheduling/Production Planning

40. conclusion
Real partner
Dedicated support
Measurable success 40

41. You, too, can shatter the pain chain!
prediction
You, too, can shatter the pain chain!

42. Questions? Q A