Moving Your ERP to the CloudJohn McLoughlinCIO | VP Marketing – Helix Linear Technologies, Inc. @John McLoughliln

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John McLoughlinCIO | VP Marketing – Helix Linear Technologies, Inc.

Company Overview

• Located in Cleveland, Ohio

• Manufacturer of lead screws and linear actuators

• Founded in 1969 by Joseph H Nook Jr.

• 40,000 sq ft facility

• Target Markets

– Medical Device Manufacturers

– Laboratory Automation Equipment

– Semiconductor Equipment Manufacturers

Common Consensus?

• “47% of organizations surveyed plan to move their core ERP systems to the cloud

within five years” 1

• “The cloud will completely disrupt the ERP market… it will be the most important

factor in the development of ERP over the next 10 years or more” 2

• “By 2016, the Impact of Cloud…Will Relegate Highly Customized ERP Systems to

‘Legacy’ Status” 3

1: http://www.forbes.com/sites/louiscolumbus/2014/09/26/the-best-cloud-based-enterprise-software-startups-to-work-for-in-2014/2: http://www.zdnet.com/how-the-cloud-is-going-to-reinvent-erp-and-how-long-it-will-take-7000018720/3: http://www.gartner.com/newsroom/id/2658415

The Anatomy of the Move

Moving from:

• Mid Market ERP System with ~ 250 users of the system

• Multiple On-Premise Servers – Maintenance - Upgrades

• “Obscure” Technology (Progress/ABL/4GL) Required “Obscure” Experts

• Extra Modules from Multiple Vendors (Reporting, Forms, BI, Fax, Email)

• System Updates = Go Live “Again”

• Community/Customer Service

The Anatomy of the Move

Moving toward:

• Less Complexity

• Less Administration

• Cloud Based/Tight Integration with Salesforce.com

• Ability to Customize Easily

• Ability to Integrate Easily

The Anatomy of the Move

Moving forward with Kenandy:

• Less Complex than Previous System

• Less Administration/Specialization

• Native Force.com Application

• Standard Salesforce Customization

• Standard Salesforce Integration

Helix is Cloud Based… pretty much

QQuality

3DPRODUCT

CONFIGURATOR

HelixLinear.com

Product Configuration Integration

• > 70% Custom Configured Product

• Generates Quantity Based Price

• Generates complete BOO

Product Configuration Integration

Opportunity to Order with CC Authorization

Opportunity to Order with CC Authorization

Sales OrderItemProduct

Capacity Planning & Scheduling

• Scheduled queries collect data

• Data is dumped to discreet files

• Files are utilized by scheduling system developed in Excel

• Schedule pushed into system

Capacity Planning & Scheduling

• Schedule available to all interested parties

• View by Work Order/Work Center/Operation

• Paperless Shop Floor

Mobile Shop Floor

• Mobile Pages Developed in Salesforce

• Apple iPads @ Each Work Center

• Real-Time Shop Floor Data Collection

• Improved Work Order Management

Improved Labor Costing

Improved Labor Costing

Quality Assurance

• Device/Gage Location Tracking

• Device/Gage Usage

• Device/Gage Calibration

• Controlled Documents