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Published byἈκύλας Ζυγομαλάς Modified over 6 years ago
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Consulting Procedure
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Contents Plan ProERP Concept Process Analysis Implementation Delivery
Consulting Procedure 1 Plan 2 ProERP Concept 3 Process Analysis 4 Implementation 5 Delivery
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Consulting Process 2. ProERP 3. Process 5. Delivery 1. Plan
1.1 Project Organization 1.2 Roles (Company , Client) 1.3 Project scope 1.4 Project schedule 1.5 Project Process 1.6 Project Management 1.7 User Training 1.8 Installation 1.9 Deliverables and Completion of the Project 4.1 Training on proERP Concept ( Panel) 4.2 Standard Data 4.3 Customizing Documents 4.4 Data Simulation 1. Plan 2. ProERP Concept 3. Process Analysis 4. Implementation 5. Delivery 5.1 Delivery 3.1 Company Information 3.2 IT Requirement Analysis 3.3 CEO Survey 2.1 proERP Structure 2.2 proERP Concept 2.3 Products Breakdown Structure (PBS) (1) 2.4 Products Breakdown Structure (PBS) (2) 2.5 Work Breakdown Structure (WBS) (1) 2.6 Work Breakdown Structure (WBS) (2) 2.7 Organization Breakdown Structure (OBS) 2 8 Cost Breakdown Structure (CBS)
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1. Plan 1.1 Project Organization 1.2 Roles (Company , Client)
1.3 Project scope 1.4 Project schedule 1.5 Project Process 1.6 Project Management 1.7 User Training 1.8 Installation 1.9 Deliverables and Completion of the Project
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1.1 Project organization Chief of Committee CEO Project Manager
Consulting Project team Working Group Consulting team Development team Committee Team Manager
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1.2. Roles (Company , Client)
1) Consulting Manager : Manage the progress of overall consulting works. 2) Consulting Team : Carry out consulting works, identify customizing documents/list and system design. A. Process Diagnosis B. Process Analysis C. Implementation D. Delivery 3) Development Team : Add or develop customizing new functions or additional development items to package. Consulting Company 1) Project Manager : Support overall project works. 2) Working Group (Manager each department): A. Supply Data (Consulting Data, System Implementation Data) B. Propose a To-Be Process C. Create Consulting Data (Company Information, Requirement Analysis, Standard Data, CEO Survey) D. Consulting Document Approval Client
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1.3 Project Scope 1 2 Standard data Sales 3 Production 4 Design
Management 3 Design 4 Materials Management 5 Cost 6 Accounting 7 H/R 8 Management Information 9 General 10
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1.4 Project Schedule Stage name Detail Kick-Off Meeting Plan
1W 2W 3W 4W Plan Kick-Off Meeting Consulting Plan proERP Concept proERP Structure Process Analysis Company Information IT Requirements Analysis CEO Survey Implementation Standard Data Customizing Documents Data Simulation Delivery User training Integration Test Final report
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Process Owners and Project Team Lead
1.5 Project Process 1. User training 2. Integration Test 3. Final report 1. Standard Data 2. Customizing Documents 3. Data Simulation 1. IT Requirements Analysis 2. CEO Survey Project Manager (Client) Process Owners and Working Group Process Owners and Project Team Lead Submission & Approval Report of the Meeting Catch up Schedule Final Report Plan proERP Concept Implementation Delivery Process Analysis 1. proERP Structure 2. proERP Concept (PBS, WBS, OBS, CBS) 1. Kick-Off Meeting 2. Schedule 3. Company Information 4. Organization
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1.6 Project Management Schedule management and communication plan
1. Responsible: Project Manager 2. Creation time : Weekly (Created on every Friday and notified to consulting team on Saturday) 3. Major works A. Submission & Approval B. Report of the Meeting C. Catch up Schedule Client 1. Responsible : Consulting Manager 2. Meeting time : Weekly (Day and time will be discussed by client) 3. Meeting subject A. Submission & Approval B. Report of the Meeting C. Catch up Schedule D. Final Report Consulting Company
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1.7 User training Training Type Training Method Training Target
1. Training of proERP concept : Explanation of basic concept and implementation method 2. Training of process : Whole project / Manufacture / Sales / Material Process 3. Training of operating : Explanation of operating and video Training Method 1. Training of proERP concept : PowerPoint, Sample Product (Electric Panel) 2. Training of process : Process Chart 3. Training of operating : proERP S/W , Video Lecture, Manual, Remote Call, Real Cases Training Target 1. Training of proERP concept : Client Working Groups , Project Manager 2. Training of process : Client Working Groups 3. Training of operating : All User ( Each Module , Each Department) Training Time 1. Training of proERP concept : 1 day (8 hours) 2. Training of process : 1 day (8 hours) 3. Training of operating : 1 month ( two days per week) (64 hours)
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1.8 Installation 1. System installation time
A. Standard data creation (Refer to slide ‘4. Implementation ‘) B. Sample data simulation
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1.9 Deliverables and Completion of the Project
1. Final Report A. Final Consulting Report 2. Delivery Method A. Final Report Delivery Confirmation B. Final Signature
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2. proERP Concept 2.1 proERP Structure 2.2 proERP Concept
2.3 Products Breakdown Structure (PBS) (1) 2.4 Products Breakdown Structure (PBS) (2) 2.5 Work Breakdown Structure (WBS) (1) 2.6 Work Breakdown Structure (WBS) (2) 2.7 Organization Breakdown Structure (OBS) 2.8 Cost Breakdown Structure (CBS)
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2.1 proERP Structure PBS : (Product Breakdown Structure)
OBS : (Organization Breakdown Structure) WBS : (Work Breakdown Structure) PBS : (Product Breakdown Structure) CBS : (Cost Breakdown Structure) CBS WBS PBS OBS PM M/S SCH’
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2.2 proERP Concept CBS WBS OBS PBS
proERP consists of four structure concept, in order to breakdown the activities of the company ▪ WBS : (Work Breakdown Structure) It proceeds in a top-down method grouping every activity in order to conduct assigned projects systematically. . CBS WBS PBS OBS PM M/S SCH’ ▪ PBS : (Product Breakdown Structure) It develops the products of assigned project step-by-step basis to facilitate easy production and system management ▪ OBS : (Organization Breakdown Structure) It rearranges the entire structure to center on business operation and conveys the data easily. ▪ CBS : (Cost Breakdown Structure) It proceeds in top-down method by grouping every account and manufacturing cost system..
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2.4 Product Breakdown Structure (PBS) (1)
Image Ex) Standard Items :AP A/C COMP.ELEC.PANEL
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2.4 Product Breakdown Structure (PBS) (2)
Material Group Product Code N/P R0900 TR R0800 SPARE R0700 AUX. RELAY R0600 M/C R0500 TOR R0400 BREAKER R0300 HANDLE R0200 MCCB R0100 JB P1000 HTR P0900 DH P0800 AM P0700 GP P0600 IND. STARTER P0500 PF P0400 PC P0300 AF P0200 AC P0100 Code Name Code MISC. R2800 C.G R2700 B/N/W R2600 FUSE R2500 CASE R2400 CONTROLLER R2300 TL R2200 TB R2100 EOCR R2000 HOUR METER ® R1900 CAM S/W R1800 LAMP & S/W R1700 PB R1600 SEL. S/W R1500 PL R1400 CABLE R1300 TIMER R1200 AMP. MTR R1100 CT R1000 Pro. Code Production Name Progress Code AP A/C COMP.ELEC.PANEL P1010 AP A/C FAN ELEC.PANEL P1010 AP PROV.COMP.ELEC.PANEL P1010 AP PROV.FAN.ELEC.PANEL P1010 AP IND. STARTER PANEL P1010 AP GROUP STARTER PANEL P1010 AP ALARM MONITOR PANEL P1010 AP DUCT HEATER PANEL P1010 AP ELEC. HEATER PANEL P1010 AP JUNCTION BOX P1010
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2.5 Work Breakdown Structure (WBS) (1)
Process Image ① MAT. Arrangement ② MAT. Assembly ③ Test ④ Package
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2.6 Work Breakdown Structure (WBS) (2)
Process Series Image Process Series Screen CODE NAME Ser. PROCESS Work Center Initial Date Duration Std. M/H P1010 PANEL Type 1 MAT. Arrangement Manuf.1 -15 1 1.00 2 MAT. Assembly Manuf.1 -14 9 13.00 3 Test Manuf.1 -5 4 0.30 4 Package Manuf.1 -1 1 0.10 Start Date -15 -14 -5 -4 -1 MAT. Arrangement 1DAY/ 1.00 MAT. Assembly 9DAY / Test 4DAY/ 0.30 Package 1DAY/ 0.10
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2.7 Organization Breakdown Structure (OBS)
Organization Image Organization Screen Kim * * Development Shin * * Rep Director Lee* * Management Bae** Production Park * * Q.C Management Dept. C1100 2 Production Dept. P1000 Q.C M1000 Development Dept. S1000 Rep Director A0000 1 Dep. Name Dep.Code Lev.
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2.8 Cost Breakdown Structure (CBS)
CBS Image CBS Screen ② Material Cost Labor Cost ③ (Product) EX) Mat. Code :AP A/C COMP.ELEC.PANEL Expense LEVEL1 LEVEL2 CBS Code (LEVEL3) CBS Name (LEVEL 3) Material Cost Raw Material 80010 Raw Material Cost ① Labor Cost Labor Cost 81010 Direct Labor Cost Labor Cost Labor Cost 81020 Indirect Labor Cost Expense Expense 82010 Expense
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2.9 Deference MRP and ERP MRP (Material Resource Planning)
proERP (WBS/PBS/CBS/OBS) Design Production Schedule - Control project BOM Cost Sales Material Cost - Not need MRP Standard Data Material Management Production Plan . Material Cost (PBS) . Labor Cost (WBS) . Expense Cost (CBS) -. Organization Cost (OBS) Production - Product schedule -. Can not express each BOM -. Can not delivery each product -. Exist same item material code -. Can express PO each BOM -. Can delivery each product -. Exist only one item material code Material Code Master Ex) 1. Product1 Code : H1110 Material Code : A001 2. Product2 Code : H1112 H1110+A001 : H11110A001 H1112+A001 : H11112A001 proERP Material Master Product Code : H1110, H1112 Material Code : A001 This is only one material code
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3. Process Analysis 3.1 Company Information
3.2 IT Requirement Analysis 3.3 Products (PBS)
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3.1 Company Information Company Information Form Download Sample
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3.2 IT Requirement Analysis
Form Download Sample Download
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3.3 CEO Survey CEO Survey Form Download Sample Download
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컨설팅 추진 계획 4. Implementation 4.0 Standard Data Schedule
4. Implementation 4.0 Standard Data Schedule 4.1 Company Management 4.2 Standard Organization Code 4.3 Human Resource Management 4.4 Workshop Management 4.5 Warehouse Code Management 4.6 Process Code Management 4.7 Process Series Management 4.8 Item Group Code Management 4.9 Items Code Management 4.10 Standard BOM Management 4.11 CBS Code Management 4.12 CBS Management by Items 4.13 Design Process Code Management 4.14 Design Series Management 4.15 Ship Info Management 4.16 Register of Items Sales unit Price 4.17 Materials Purchase Price Management
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4.0 Standard Data Schedule
Download
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4.1 Company Management Company Management Form Download Sample
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4.2 Standard Organization Code
Form Download Sample Download
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4.3 Human Resource Management
HR Management Form Download Sample Download
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4.4 Workshop Management Workshop Management Form Download Sample
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4.5 Warehouse Code Management
Form Download Sample Download
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4.6 Process Code Management
Form Download Sample Download
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4.7 Process Series Management
Form Download Sample Download
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4.8 Item Group Code Management
Form Download Sample Download
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4.9 Items Code Management Items Code Management Form Download Sample
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4.10 Standard BOM Management
Form Download Sample Download
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4.11 CBS Code Management CBS Code Management Form Download Sample
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4.12 CBS Management by Items
Form Download Sample Download
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4.13 Design Process Code Management
Form Download Sample Download
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4.14 Design Series Management
Form Download Sample Download
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4.15 Ship Info Management Ship Info Management Form Download Sample
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4.16 Register of Items Sales unit Price
Form Download Sample Download
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4.17 Materials Purchase Price Management
Form Download Sample Download
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컨설팅 추진 계획 5. Delivery 5.1 Delivery
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5.1 Delivery Delivery 200X XX XX
ERP Documentation , installation and training, completed and approved 200X XX XX ABC Company CEO Kim. H.Y
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Thank you #206 Hyundai Tower Office 690-4, Jeonpo 1 Dong, Jin-Goo, Busan, Korea Tel. 051) ~4 Fax. 051)
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