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QAD Training MWUG Slides September 2015 Jackie Das (The Tech Group) Andrew Hall (Logan Consulting)

QAD Training MWUG Slides - Logan Consulting Slides-QAD... · QAD Training MWUG Slides September 2015 ... Contract Assembly Finished Packaging ... Costing Forecasting Variances

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QAD Training

MWUG Slides September 2015

Jackie Das (The Tech Group)

Andrew Hall (Logan Consulting)

Tech Group Confidential

Project Manager at the Tech Group

Finance background

4 years ago, I was asked to lead a project to upgrade

QAD to 2011 SE across all 9 sites.

Since then, worked on QAD training, implementation

and improvement projects, and IT projects

Intro – Jackie Das

Nine Manufacturing Sites using QAD

1,000,000 square feet of mfg. space

$275MM in Sales/1,500 employees

A division of West Pharmaceutical Services,

Inc, a $1.4bn company

Competencies: Product Development

Injection Molding

Contract Assembly

Finished Packaging

The Tech Group

Tech Group Confidential

“A process driven, full service developer and

manufacturer of components & devices for the

healthcare industry”

7

Arizona (4)

Pennsylvania

Ireland

Denmark

Manufacturing Sites

Development Centers

Michigan

Puerto Rico

Indiana

Manufacturing Footprint

Tech Group Confidential

Markets Served

Tech Group Confidential

Pharmaceutical

Devices & Final

Packaging

Pulmonary &

Injectables

Diagnostics

Components, Kits

& Packaging

Molecular &

Point of Care

Medical Care

Components &

Assemblies

Ophthalmic,

Ambulatory,

Surgical

Consumer

Components &

Assemblies

Personal Care &

OTC Packaging

QAD/MfgPro User since 1988

NetUI

ChUI

Eagle

Mercury

Cyberquery

Version: 2011 SE

Tech Group Confidential

Share with you our training program ‘journey’ at The

Tech Group

Review some of the challenges and how we are working

through them

Answer your questions

Today’s goal

Tech Group Confidential

1988

QAD/MfgProimplemented

2012/2013

Upgraded to 2011 SE

Training program implemented

Evolution of QAD

training/improvement program

2015 and

Beyond

Training

program

continues

*No ‘formal’ training*

Tech Group Confidential

1. Trust in ERP system/Poor quality data

2. No defined training program

3. Business Processes not defined/standardized

4. No baseline understanding of APICS and ERP

concepts

5. Not using all ERP functionality/working outside the

system

6. Reporting difficulties/visibility across sites

7. No champion/no strategy

8. No ‘go to’ for training

Problems we faced:

Tech Group Confidential

What we were hearing:

“The system won’t allow us to do that…”

“The system is crap….”

“We don’t trust the reports…..”

“ I don’t use MRP because it’s wrong…” “The MRP

reports are so long I can’t find what I’m looking

for…”

“The inventory balances in the system are off, I’m

better off walking the floor to see where my stuff is

at”

#1:Trust in the system/Poor

quality data

Tech Group Confidential

What we did:

Train people on the meaning of the various data fields

and how they impact processes and reports.

Week long ‘workshop’ to agree how all the sites would

use use key data fields

Began “cleaning up” the data

Examples:

Planning data

Archiving

#1:Trust in the system/Poor

quality data

Tech Group Confidential

What we used to do:

#2:No defined training program:

Tech Group Confidential

What we do now:

All new hires go through formal training

Online training videos (learning portal) on SharePoint site

#2:No defined training program:

#3:Business Processes not

defined/Standardized:

Manufacturing is challenging!

QAD impacts everything we do and can be

confusing.

Tech Group Confidential

Agreed ‘best practice’ processes across all sites – week

long workshop held in 2014

These form the basis of training

#3:Processes not

defined/standardized

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What we had before:

People understand only the transactional piece of their job

No understanding of why their piece is important

People feeling isolated.

Acronyms and terminology not understood

#4:No baseline understanding of

APICS and ERP concepts

Tech Group Confidential

What we have now:

Understanding in the business of how what people do impacts

the upstream and downstream processes.

#4:No baseline understanding of

APICS and ERP concepts

Tech Group Confidential

Developed a 3 day training (not hands on in QAD) to teach concepts

Lego game to demonstrate: BOM

Inventory control

MRP

Costing

Forecasting

Variances

Formal APICS training

Plan to take the 3 day training and make it “hands on”

#4: No baseline understanding of

APICS and ERP concepts:

Tech Group Confidential

Trained over 100 people

Went to all the sites

Measured results – quiz before and after class

Published glossary of terms

#4: No baseline understanding of

APICS and ERP concepts:

Tech Group Confidential

What we had before:

#5:Not using all ERP

functionality/working outside the

system:

And th

#5:Not using all ERP

functionality/working outside the

system:

Manual Systems

Spreadsheet overloadGuessing games

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MRP in use at most plants

Planning and Scheduling Workbenches implemented by

end of 2015

Forecasting

GRS (Global Requisitioning System)

EAM (Enterprise Asset Management)

Fixed Asset Module implemented in Europe

#5:Not using all ERP

functionality/working outside the

system:

Tech Group Confidential

What we had:

Unable to readily access data for consolidated reports

Hunting and pecking for information we needed

Reliance on other people

What we have now

Browses and browse collections

Cyberquery

60 people across the company trained

Puts the power in their hands

#6:Reporting Difficulties/Visibility

across sites

Tech Group Confidential

ERP Excellence Director

ERP Excellence Team:

Project Manager

IT Business Analyst

Supported by top management

Expected to deliver measurable results

Central resource for training

Coordinated approach to training

#7 & #8:No Champion/No

Strategy - No “go to” for Training

Tech Group Confidential

No quick fix!

No easy button

Not a one year project, not a 5 year project….

Multi year project

Time Frame Alert!!

Tech Group Confidential

Remember the 3 P’s – People, Process, Platform

Get a Corporate Sponsor(s)

Training doesn’t belong in IT

Peer pressure is a great thing!

Right people/right time – MSW/PSW is a case in point

Start with the end in mind

Make training interesting

Keep the momentum going

Don’t get discouraged!

Final words….Lessons learned

Tech Group Confidential

Questions

Tech Group Confidential

Jackie Das – 480 213 0353 [email protected]

Contact Info