Erp

• 1. Implementation Of ERP BySankar, Samar, Iris Lyn, William, Blair

2. Contents R&D Logistics Call Center Retile Stores Manufacturing Conclusion Introduction ERP 3. Typical Business process Sub Department Vendors Raw MaterialsEnterpriseEmployees Assets Inventory Customers Product/ Service Bank/ Bank statement 4. Departments Finance/Accounting Human Resources Payables Manufacturing Sales and Marketing Receivables Departments ERP 5. Introduction

• What is ERP?

• ERP= Enterprise Resource Planning

• Manages the whole enterprise

• ERP is a huge software which has modules for each departments

• Instead of buying stand alone software company will be using ERP modules to connect departments

6. ERP SoftwaresWindChill Epicor ERP Best of Breeds Catalog FreeCRM PeopleSoft POS 7. 3 Tier Architecture Tier 1 Tier 2 Tier 3 Browser Middle Tier DataBase Tier Presentation Tier Business Logic Data Layer 8. Scalability DataBase Tier 1 2 3 Middle Tier Connections (Browsers) 1 2 3 9. R&D Problems ERP Recommendation Windchill Productshare Inability to monitor, manage and exercise greater control over the development and design process 10. R&D Data Part Files Multiple Versions Drawing files Visualization Assembly files Multiple users File revisions Data from R&D Department 11. Advantages of Windchill Manage Assemblies Reduce time in communicating files Secure Low cost Reduce duplicate data, Simple to find data 12. ArchitectureEngineers MaterialCostDatabase Inventory Mgt SearchDesign Windchill ProductPoint MaterialCostDatabase 13. Logistics Problems ERP Recommendation Epicor No transportation optimization capability exist 14. Advantages of Epicor Low cost best for small businessFinding and distributing data is very simple Entire control over shipping Route Scheduling Enhance Real time analytics 15. Architecture 16. Call Center Problems ERP Recommendation FreeCRM

• 15,000 dropped calls/ day- due to shortage in personnel issues

• Has no effective marketing strategy

17. Advantages of Free CRM Advanced Security & superior Technical supportOnline based Easy to develop without writing custom code Different unite such as Call center, Marketing Automation. Easy to handle because it has a real-world features 18. Recommendations

• This software will help the employs to improve the customer service and the quality for their work by creating a call campaign and automating the calls. We can improve the customer service by give the customer feedback back, build customer survey, Import the contact lists from spreadsheet file or Outlook and help the company to have an effective marketing campaign.

Recommendations 19. Retile Stores Problems ERP Recommendation People SOft

• POS system is from Island Pacific company

• Accounting is complex as it involves multiple orders

20. Advantages of People soft Service Management No complication in transactionIt can be used to handle chain of retail stores. Update is easy Easy to learnThey also offer pay/Bill Management systems Easy to operate 21. Manufacturing Problems ERP Recommendation Catalog Management

• Suppliers and factories use email for product specifications

• Company has different part naming convention & part classification for each regions

• BOM is maintained in excel

22. Advantages of Catalog Integrating different application is very easyThis will create a cost effective means to help customers and channel partners Develop, manage and deliver dynamic product catalogs 23. Architecture 24. Finance Follows.. Problems Recommendation

• Each Region has its own accounting &finance department.It takes 5 weeks to generate their company quarterly report.

25. Recommendations Recommendation:Ask every accounting & financedepartment update their information to the main data system in headquarter, and headquarter can use the information have a basic quarterly report first, and branch will provide a more specific report later. Each Region has its own accounting &finance department.It takes 5 weeks to generate their company quarterlyreport. 26. Recommendations Recommendation: give each item a box in front of the chart.When we sent the products, we can check thebox in front of the item, and we will know which item wealready sent to customer and which item we needs to sent to them.Customers often include multiple orders on one invoice or send in one payment for multiple 27. Recommendations Recommendation:Standardized the Tariff codes, or use a data system combined the same item with differentcodes.It will very helpful when each department wants to search the information by the tariff codes, either for order or payment. Tariff codes are not harmonized and an integrated system for managing region specific tariff codes does not exist. 28. Recommendations Recommendation: Should notice financial department when the revenue is coming, or should delete this revenue from list. The company also licenses its IP technology to other companies however the booking of licensing revenues ismanual and is not done at the product level. 29. Recommendations Recommendation:Should notice financial department when the revenue is coming, or should delete this revenue from list. Transportation planning & execution is not an integralpat of the process going from receiving orders to collecting cash from the department stores. 30. Recommendations Recommendation: Retraining the financial and IT people, people needs to know the whole processinclude how to end process. Financial Reporting at end of quarter: Users are havingchallenges around financial errors correction becausethey dont understand the end to end process, since mostof thesefinancial errors require an analysis of theerror logs 31. Recommendations Recommendation:All branches should use the same international bank.Using the same bank will helpTreasury retrieve the account information faster than collect information from different bank account. If each branch still using different company, headquarter needs ask usethe same financial system, and update the information to headquarter automatically, it also can help Treasury teamget the latest information. Each country has their own bank account which is managed locally which makes visibility into theseaccounts difficult for the Treasury team 32. Recommendations Recommendation: Switch the cash forecast toother financialsystem, and alsothe system should have a cash flow chartresult from companys actual financial information Cash Forecast is maintained in excel, and it is difficult to keep track of the different Cash Forecast versions.No actual versus financial forecast comparisons are performed to measure the accuracy of the forecasts 33. Recommendations Recommendation: Establish a tax system.This system includes Global VAT and each countrys sale tax,if companyscustomer is using different tax from their country; the system also needs to have a note beside the customers name.No Global View on Tax, multiple VAT and Sales Tax packages used bythe company ( Mexico, China, Philippines and other countries) because of complexities around VAT 34. Recommendations Transportation planning & execution is not an integralpat of the process going from receiving orders tocollecting cash from the department stores. Transportation planning & execution is not an integral patof the process going from receiving orders tocollecting cash from the department stores. 35. End Notes Dates from various departments are fed in to huge database. This data can be employed forOLAP analysis and Data miningBy data mining we can provide optimal recommendation to the customers. 36. End Notes 37. R&D, Logistics, Manufacturing Opportunities Inability to monitor, manage and exercise greater control No transportation optimization capabilities exist in for shipments Different part naming conventions and part classification for each regionsRecommendations Effectively and easily manage data Monitor the logistics department and basic operation system Catalog management, supply planning, PeopleSoft Operational impact Collaboration and information track Inventory control, traffic, customer billing, tracking, supplier self-billing etc Input previous data & generate new data Business benefits Design search, cost estimation, inventory management, various research R eal time analytics, cost efficiency Save cost, easier for execution, abundant information 38. Retile store & call centers Opportunities Accounting and billing system is complex to manage Ineffective marketing campaign Recommendations Point of Sale (POS) system, Pay/Bill management FREECRM Plugin software and sales team automation Operational impact A complete revolution in the financial system, further training Customer feedback back, build customer survey, import the contact lists from spreadsheet file or OutlookBusiness benefits Efficient, decent customer relationship Real time customer services, build of company brand, intangible benefits 39. Architecture 40. Thank You!