diff --git a/02Process.md b/02Process.md index e6baa76..2ac9092 100644 --- a/02Process.md +++ b/02Process.md @@ -2,11 +2,13 @@ ## Company structure ![Kartano Tech Oy Business process](kartano/BusinessProcess.png) -Kartano Tech Oy is organized in seven departments, aiming to provide the best service to each customer. The department organization is arranged in a way the information from customer reach the first departments in charge of initialize the manufacturing process and goes until the product is delivered to the customer. +Kartano Tech Oy is organized in seven departments and is arranged in a workflow allowing the information from customer reach the first departments in charge of initialize the manufacturing process and goes until the product is delivered to the customer. It's a push flow, this means that Sales push Manufacturing to produce, that push Logisitics to pack and ship, then push Customer support to install and support customer. + ### Sales department -All the Customer Relationship Management, is performed by the Sales Department. This includes: Marketing, Market research, Sales forecast and finally the transaction itself. Sales provide a forecast to purchase department in order to anticipate quotations or even the purchase in case the company management decide to take the risks and purchase raw material before receive an order. When a purchase order is received, a **Work Order** is created and assigned to Manufacturing. +All the Customer Relationship Management, is performed by the Sales Department. This includes: Marketing, Market research, Sales forecast and finally the trade transaction itself. Sales provide a forecast to purchase department in order to anticipate quotations or even a risk order, to purchase raw material before validating a sales order. When a purchase order is received, a **Work Order** is created and assigned to Manufacturing. + ### Purchase department -Control the raw material inventory, relationship with suppliers and place the purchase orders +Control the raw material inventory, relationship with suppliers and place the purchase orders for any goods or services. ### Logistics Manage the warehouse, receive goods and take care of packaging and shipment of final products to customers. @@ -18,17 +20,23 @@ Take care of the customer experience, by organizing installations, trainings and The production process is divided in three main workshops responsible for the **core** manufacturing of the company products. The PCB workshop, produce the *printed circuit board*. The Metal workshop, produce the device case and internal parts. Both departments supply the produced parts back to warehouse on which the parts become a sub-component. The Assembly workshop, work based on work orders, when all materials are available. When the WO is completed, the product is forward to the Logistics department. ### Support function -Company general management and administrative tasks are performed by support functions that report directly to management, this include Finance, HR, Facilities & Maintenance. +Company general management and administrative tasks are performed by support functions that report directly to management, this include Finance, IT, HR and Facilities & Maintenance. ### Research & Development -The most important asset of the company is the intellectual property of the product, that include the software. As well the capability to develop further the products. The R&D department is responsible for product development as well is integrate in the manufacturing process to assure quality and collect feedback for improvements. Another source of information for R&D is sales and customer service. - -## Forecast and Order entry -The existing process of collecting information about customer *future plans*, possible leads, opportunities and converting into a sales forecast to allow purchase negotiate in advance or even manufacturing plan resources. It's completely informal and without traceability of updates. When sales department achieve certain confiadenciality about a new contract, they send a *Heads up* email, to inform internally. A customer can place a purchase order (PO) at any moment, most of the cases is through an email. -Sales process the PO adding into excel file to control and follow up invoice process, also a *work order* (WO) is created, printed and delivered to the Manufacturing department. Which will create the *Bill of Materials* (BOM) and a person will walk to the Warehouse to pickup the material and inform the warehouse team which materials and quantities are beign consumed. +The most important asset of the company is the intellectual property of the product, that include the hardware and software. As well the capability to develop further the products. The R&D department is responsible for product development. Another duty for R&D is to collaborate with the manufacturing process to assure quality and collect feedback for improvements. Sales and Customer support are also a source of feedback. ## Functional Requirement Specification +The benefits of an ERP system are somehow uncountable. The major distinction is shared information, it will remove the silos on which each department own a piece of information. + +The existing process of collecting information about customer *future plans*, possible leads, opportunities and converting into a sales forecast to allow purchase negotiate in advance or even manufacturing plan resources. It's completely informal and without traceability of updates. When sales department achieve certain confidentiality about a new contract, they send a *Heads up* email, to inform internally. A customer can place a purchase order (PO) at any moment, most of the cases is through an email. +Sales process the PO adding into excel file to control and follow up invoice process, that is performed by Finance. Also a *work order* (WO) is created, printed and delivered to the Manufacturing department. Which will create the *Bill of Materials* (BOM) and a person will walk to the Warehouse to pickup the material and inform the warehouse team which materials and quantities are being consumed in order to update an standalone warehouse inventory control. Purchase, collect reports from this inventory control and merge with an excel file to trigger purchase when a minimum threshold has been reached. + +### Modules The existing process is completely manual, traceability relies on the email historic data. Relation between manufacturing and warehouse is prone to failure, resulting on incorrect information about stock level, that can cause material shortage, causing production stop and late deliveries. -The *nice to have* feature in an ERP system is a **CRM** module to support Sales in getting sales deals close andmost important, provide reliable information to purchase department. The next module that is mandatory is the **Manufacturing** on which all the operation will be controlled. by having a manufactuing module, others modules are also needed to compliment the functionality of the ERP system, as: Stock and Sales. +The *nice side* of an ERP system is that it will formalize many activities and allow rethink the way the company operates. Starting from a **CRM** module to support Sales in getting sales deals close and most important, provide reliable information to purchase department. The next module that is mandatory is the **Manufacturing** on which all the operation will be controlled. By having a manufacturing module, others modules are also needed to compliment the functionality of the ERP system, as: **Stock** and **Sales**. When a sales order is entered in the system, it will generate the work order, warehouse can already prepare the material and purchase will know that the stock is changing. This is the beauty of and ERP system, in the exact moment a single order has been confirmed, all actors receive the information. Even Customer support can start to plan installation travels. + +### The ugly side +It require all the information is correct, everything! Nowadays, when the BOM is missing a component, it's easy to walk back to warehouse and pickup the part. With an ERP, it may be possible, but it will require a lot of rework to make sure everything is matching. Here is the danger side of an ERP implementation, lack of knowledge and expertise can cause that users allow bad information go inside the system. This can cause severe disruption. + [back HOME](https://code.33co.de/ehofmann/ERP-samk) \ No newline at end of file diff --git a/README.md b/README.md index 758437a..2286889 100644 --- a/README.md +++ b/README.md @@ -13,7 +13,8 @@ More information on how to navigate through the platform, check this [video](vid | Link | Description | |--|--| -| [ERP Implementation](https://erp.33co.de) | Sandbox ERP implementation using Axelor ERP **{user and password are on mooddle}** | +|ERP Sandbox Implementation | Sandbox ERP implementation using Axelor ERP **{user and password are on moodle}** | +| [ERP Implementation](https://erp.33co.de) | Sandbox ERP implementation using Axelor ERP **{user and password are on moddle}** | | [Project management](https://code.33co.de/ehofmann/ERP-samk/projects/1) | Link to tasks and kanban board related to the project management | | [Video demonstrating Gitea](videos/platformReduced.mp4) | This video demonstrate how the ERP project has been setup in Gitea and how it will be used to manage the ERP implementation | | [Video demonstrating Git](videos/gitReduced.mp4) | In this video Eduardo demonstrate how the changes in files or in text are uploaded to Gitea and how to see the changes on each commit | diff --git a/assigments/assigment2.md b/assigments/assigment2.md new file mode 100644 index 0000000..38ee5a6 --- /dev/null +++ b/assigments/assigment2.md @@ -0,0 +1,38 @@ +#2 Group/ individual work +Opened: Monday, 5 September 2022, 12:00 AM +Due: Sunday, 9 October 2022, 11:59 PM +As an ERP project manager you find out that not all company processes are described in your company's documentation system. Take two of these processes and analyze them in your project report. Remember to place these analyzes in right project phase. Report file size per process: ca 400 words and picture/diagram. + +1. Describe process phases and draw process diagrams. Describe what kind of software systems are being used in different phases (if there are any). You can use applicable method for process diagram. Describe what information can be gathered during these processes using ERP system and mention also typical outcomes of this process, for example sales order or bill of lading . + +2. Evaluate and make suggestions what kind of benefits could be achieved especially in these processes if the company purchases new ERP-system. Would there be challenges or pitfalls? How these systems affect on processes? + +Your management has asked you as a specialist to prepare max. 15 min presentation about indicators and success factors. Download your presentation to your report. Presentation must include voice and text. Presentation can be for example video with PPT slide show or video describing Canva poster. Remember to place your work in correct project phase. + +1. Evaluate and analyze what would be your company’s Critical Success Factors (CSF). What are those factors that should be achieved in order to survive in complex business environment. + +2. Evaluate and analyze the most important Key Performance Indicators (KPI) for your company. + +3. What kind of performance indicator you would use in this project, explaine shortly your decision. + +Remember to mark your reference sources according to thesis instructions in all your work. If you are sharing link to your work, please make sure it is available also to users outside SAMK, as co-teacher uses personal account. + +*************** + +Grading system + +5 excellent + +All points requested in the assignment instructions are carefully and well-structured answered. The deadline of report is respected and the report demonstrates ambitious attitude towards the subject, as well as a diverse and critical use of sources combined with students' own thinking. Portfolio and report are creative and easy to read. + +3-4 good, very good + +Almost all the points requested in the assignment instructions are clearly answered. The report is carefully constructed and shows elements of students’ own thinking. Students' thinking is clearly distinguishable from sources. Portfolio and report is easy to read and shows elements of creativity. + +1-2 passable, satisfactory + +The report is deficient and/or work-quantitatively clearly undersized, but there are shown some individual elements requested in the assignment instructions. Only the simplest sources are used and students' own thinking do not distinguish itself clearly. The report and portfolio follow the path of least resistance. + +0 fail + +Some/all assignments are missing from project portfolio. diff --git a/kartano/supplier.svg b/kartano/supplier.svg index d3dd339..3d107f6 100644 --- a/kartano/supplier.svg +++ b/kartano/supplier.svg @@ -193,7 +193,10 @@ height="750" width="400" id="rect2996" - style="fill:#a8aaa9;fill-opacity:1;stroke:none" /> + style="fill:#a8aaa9;fill-opacity:1;stroke:none" + inkscape:export-filename="supplier.png" + inkscape:export-xdpi="150" + inkscape:export-ydpi="150" /> eletronics + id="tspan1634">eletronics eletronics + id="tspan1636">eletronics