Erp

Introduction:  Ours   is   a   technology   company,   which   offers   products   ranging   from   desktop  computer   systems,   laptops,   mobility   products,   and   software’s.   Our   companies  mission   is   to   provide   outstanding   computer   experience   to   the   customers.   Our  Product   Line   is   divided   in   to   three   main   parts   as   Computers   for   home,   small  business,  large  enterprises  as  shown  below  

 Home  occupies  70%  of  our  market  share  and  the  rest  two  occupies  23%  and  7  %  respectively.    

To  provide  a  world-­‐class  experience  to  customer  we  are  using  the  Best-­Of-­Breed'  Approach   In   our   ERP   Strategy.   We   plan   to   implement   enterprise   resource  planning   software   from   various   top   players   in   the   market.   By   employing   best   of  breed  applications,  we  are  getting  best  out  put  and  100%  employee  and  customer  satisfaction.    

Problems  faced  by  the  Departments  and  IT  recommendations:  

R&D  Problems:  

Inability to monitor, manage and exercise greater control over the development and design process. Recommendation:

Windchill®  ProductPoint™  by  PTC  for  Product  Development  Management.  This  is  the  solution  for  Product  development,  which  is  built  on  top  of  Microsoft  SharePoint.  

Data  Management  in  R&D  –  Dilemma:  

The  main  dilemma  among  small  business  groups  nowadays  is,  how  effectively  and  easily  they  can  manage  product  data’s.  

Still  some  small  business  user  relay  on  FTP  protocols  to  exchange  files  through  Internet  and  network  share  were  piece  of  information  is  remotely  accessed  from  other  computers  to  other.  This  is  P2P  file  sharing  system.  This  work  for  some  companies  but  the  issue  is  how  effective  these  systems  are  when  it  comes  to  complex  dates  that  involve  CAD  diagrams  from  R&D  department.  For  example:  engineers  in  R&D  will  be  using  CAD  software’s  to  draw  chip  designs  these  CAD  dates  are  large  and  complex.  See  fig:1  to  understand  the  complexity  involved  in  these  diagrams.  

Fig:1  Complex  R&D  data

This  involves  multiple  versions,  revisions  etc  this  information  has  to  be  shared  between  multiple  user  in  a  common  format  like  PDF  or  JPEG.  Also,  tracking  all  these  information  is  hard  using  FTP  protocols  so  we  are  using  a  PDM  tool  Windchill®  ProductPoint™  offered  by  PTC.  

Why  Windchill®  ProductPoint™  ?    

Advantages  and  reasons  for  choosing  ProdcutPoint:  

• Reduce duplicate data which in turn reduces storage requirements • Finding data using this software is simple also, distributing the data to other

Department is simplified. • Manages assemblies and relationships between parts • Built on top of Microsoft SharePoint which is an added advantage to this product • Maintains history of a product’s development evolution • It  reduces  time  spending  accessing  data • Reduce  time  in  communicating  file  changes  and  design  integration  • Increase  productivity  because  3D  data  is  accessible  company  wide.  • Work  group  are  more  productive  because   it   is   clear  who  needs  particular   file  

and  data  • Windchill   is  secure:  R&D  data  has  companies  critical  and   intellectual  property  

data’s  • Cost  of  lost  file  recovery  and  rework  is  reduced.    • Quick  and  easy  to  learn  • Implemented  very  quickly  • Cost  effective  when  compared  to  SAP  and  Oracle.  This  is  also,  one  of  our  main  

reasons  to  relay  on  PTC,  as  they  offer  high  quality  of  solution  for  a  cost  effective  budget.    

To  make  the  process  easier.    

In  the  R&D  work  group  engineers  need  to  collaborate  and  track  information  very  effectively  the  also  the  dates  should  be  secured.  Windchill®  ProductPoint™      allows  engineers  to  know  who  is  using  what  version  of  data.  On    top  of  all  every  one  need  to  access  the  data  file  in  a  common  formats  like  PDF  and  JPEG,  this  is  provided  by  Windchill®  ProductPoint™      .  

Fig:2    Architecture  diagram  (R&D)

In  the  front  end,  we  can  make  design  search,  cost  estimation,  inventory  management  and  also  Windchil  Powerpoint  allow  us  to  pull  data  from  material  cost  database.  On  the  back  end  data  from  various  research  engineers  are  fed  in  to  a  single  file  server,  (this  server  is  a  part  of  Windchill  )  which  allows  better  control  over  the  process.  

Department:  Logistics  Problems:  

No transportation optimization capabilities exist in for shipments into or out of the distribution centers.  

Recommendation:    

Epicor    

Why  Epicor?  

• Enhanced  real  time  analytics    • Small  business  manufactures  best  because  low  cost  

• Finding data using this software is simple also, distributing the data to other department is simplified.

• Starting from tracking they have entire control over the vehicles, which carries both the raw materials and finished products.

• They have route scheduling system that   integrate   GPS,   digital  mapping   data,  

mileage,   and   driving   directions   to   support   a   customer’s   distribution   needs  worldwide.    

Architecture  explanation:    

In   the   above   diagram   Epicor   monitors   our   logistic   department   and   their   basic  operation  chart  is  given  below.  Epicor  will  control  all  the  below  listed  functions  

• Inventory  control  • Order  fulfillments  • Distribution  managements  (which  include  transport  and  route  planning)  • Reverse  logistics  • Packing  and  Repacking  • Traffic,  customer  billing,  tracking,  supplier  self-­‐billing  etc  

Fig:  3  Architecture  diagram  (Logistics)  

In the front end the information from logistic department and suppliers are fed in to epicor database. They will take care of the entire process listed above and they also, deal with logistics and reach the end customers.

Department:  Manufacturing/  Production:  Problems:  

Suppliers  and  factories  receive  the  product  specifications  via  email  and  fax     Company has different part naming conventions and part classification for each

regions. Bill of Materials are managed in XLS and Microsoft Access regionally. Solution:

Catalog  Management:    In  the  other  hand,  the  company  lack  of  common  product  

catalog,  catalog  management  enables  organizations  to  develop,  manage,  and  deliver  dynamic  product  catalogs  across  all  channels.  Using  the  system,  the  company  can  integrate  different  region  of  application  and  conventions.    

Department:  Distribution  

The  problems  of  supply  chain  system:  

Lack  of  costing  scenarios  at  the  component  or  BOM  level  for  different  factories    

Inability  to  perform  costing  at  the  component  level  and  create  different  costing  scenarios.  There  is  also  a  lack  of  costing  scenarios  at  the  product  level  the  different  factories.  

Lack  of  common  product  catalog  due  to  different  regional  instance  of                        application  and  different  naming  conventions  

Solution:  

PeopleSoft  Enterprise  UPK  for  Fundamental  for  Financials  and  Supply  Chain  Management  Software  Module:    PeopleSoft  Enterprise  UPK  for  Fundamental  for  Financials  and  Supply  Chain  Management  Software  Module  offers  navigating  overview,  navigating  To  and  Within  pages,  using  keys  and  search  pages,  working  with  pages,  adding  and  updating  data  and  using  PeopleSoft  workflow.  Input  different  factories’  information  to  the  system  and  then  the  system  will  output  the  updated  database  so  that  the  company  is  able  to  solve  the  problems  of  lack  of  costing  scenarios.      

Supply  Planning:    Due  to  cut  down  the  cost  scenarios  is  the  most  important  thing  need  to  solve  first,  I  think  using  supply  planning  could  solve  the  problems.  The  company  has  different  plant  locations  around  the  world.  To  conduct  distribution  and  production  meetings  weekly  or  daily,  Supply  chain  planning  requires  multiple  site  coordination,  and  Supply  Planning  provides  around-­‐the-­‐world  collaboration  capabilities  to  help  satisfy  demand  using  the  inventory  and  capacity  of  the  whole  enterprise.  Using  Supply  Planning  will  also  solve  the  problem  of  lack  of  costing  scenarios  at  the  component  or  BOM  level  for  different  factories.  Moreover  Supply  planning  also  can  integrate with business analytics for customer and product profitability so that it can also help sale department analysis product lifecycle.

In  a  nutshell,  the  company  is  lack  of  cost  scenarios  at  the  out  BOM  level  and  product  line  for  different  factories.  Because  the  company  doesn’t  have  the  complete  systems  

to  integrate  each  factory’s  databases,  the  company  might  eliminate  the  overlap  between  development  processes.      

I  think  using  PeopleSoft  Enterprise  UPK  for  Fundamental  for  Financials  and  Supply  Chain  Management  Software  Module,  catalog  management,  and  Supply  Planning  will  help  the  department  improve  its  production  and  save  cost.  Moreover,  the  systems  improve  the  company  execute  each  department  easier.  Due  to  the  complete  database  and  system,  BOM  level  for  different  factories  will  be  clearer.  The  information  will  be  more  abundant.    

Fig  4:  Manufacturing  

An  overview   the   company’s  problem,   the   company   is   lack  of   cost   scenarios   at   the  out  BOM  level  and  product  line  for  different  factories.  Because  the  company  doesn’t  have  the  complete  systems  to  integrate  each  factory’s  databases,  the  company  might  eliminate  the  overlap  between  development  processes.      

I  think  using  PeopleSoft  Enterprise  UPK  for  Fundamental  for  Financials  and  Supply  Chain  Management  Software  Module,  catalog  management,  and  Supply  Planning  will  help   the  department   improve   its  production  and  save  cost.  Moreover,   the  systems  improve   the   company   execute   each   department   easier.   Due   to   the   complete  database   and   system,   BOM   level   for   different   factories   will   be   clearer.   The  information  will  be  more  abundant.    

Retail  Stores  Retail Stores Main Problems

1. Point of Sales (POS) system for retail stores is from Island Pacific Software Company.

2. Accounting for deductions and charge-backs is complex since customers often include multiple orders on one invoice or send in one payment for multiple brands (therefore no ability to post these down to the product level and most can only be posted at the customer level)

Recommendations:

A Point of Sale (POS) system is a system for managing the sales of retail goods. Most retailers use a POS system at their check stands or counters. Using a POS system makes a business much more efficient, lowering the costs of running the business.

Even Island Pacific Software Company is over 25 years in retail software industry, I do believe it is a very professional software company and it also can provide sufficient functions for this company. But, right now this company has 250 workers and 50 retail stores in US; it means there are 5 people worked in retail stores. It doesn’t need to use multi-function software to run its store.

Compare the POS system of PeopleSoft Company to Island Pacific Company’s; PeopleSoft’s POS system is much easier to operate. So, currently this company is more suitable to choose PeopleSoft’s product. Because of its business scale is still small; it doesn’t need to deal with complicated transaction, their transactions are completed all at once, and there is often less variation in the types of products they sell. So, using Island Pacific Software won’t benefit this company too much; otherwise will increase their cost on buying this system. Now, they are planning for more retail stores in the future, so if they need more function to support this system, we could update this system in the future to meet their needs. But, considering the unnecessary cost I suggest they choose PeopleSoft’s Service Management

And I will also suggest buying Pay/Bill Management for retail stores because Point-of-sale systems doesn’t include this function, and customers always use their credit or debit cards at check stands for payment, so it need the other system to operate correctly and more safely during the payment process.

Call  center  Problems:  

Suppliers  and  factories  receive  the  product  specifications  via  email  and  fax  

Company  has  not  been  able  to  have  an  effective  marketing  campaign  that  is  targeted  by  customer  segment  and  personalized  by  consumer.  

Company   sells   an   average   of   45,000  products   a   day   by   taking   orders   through   the  Arizona  call  center  and  faxing  the  orders  to  the  distribution  centers.  Their  

Telecommunication   report   indicated   that   the   company   is   experiencing   15,000  dropped  calls  per  day  due  to  shortage  in  personnel  issues.  Additionally,  an  analysis  from  consultants  estimate  demand  forecast  of  90,000  units  per  day.  

Lack  of   common  product   catalog  due   to  different   regional   instances  of  application  and  different  naming  conventions.  

Receiving  orders  to  collecting  cash  from  the  department  stores.  

Company  is  using  Microsoft  Outlook  and  Exchange  Server  for  emails  

Recommendations:    

Using   FREECRM   software   and   sales   team   automation   (voiceCRM   with   premium  support)    

• Online  based  • Don’t  need  to  download  the  software  and  we  can  use  on  any  computer.    • this  software  easy  to  handle  because  it  has  a  real-­‐world  features  • According  to  studies  by  2013  75%  of  customer  service  will  use  SaaS.  • The   main   components   of   service   cloud   are   Call   center,   email,   chat,   phone  

calls,  companies  partners  etc  and  they  all  placed  in  a  single  cloud  as  shown  below.  

• FREECRM   software   has   different   unite   such   as   Call   center   Automation,  Marketing   Automation,   Customer   Service   and   Management,   Sales   Force  Automation,  and  Contact  Units.  

• This  system  help  the  customer  and  the  employee  instead  of  dropped  number  of  calls  that  affect  the  company    the  customers  have  many  way  to  contact  the  call  center  one  of  them  is  Email  and  the  system  support  this  service.  

• Advanced  Security  &  Uptime  and  Superior  Technical  Support.    • Increase  product  catalog  based  to  the  regional  instances.  

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.

Summary:  Dates   from   various   departments   are   fed   in   to   huge   database.   This   data   can   be  employed   for   OLAP   analysis   and   Data   mining.   By   data   mining   we   can   provide  

optimal  recommendation  to  the  customers.  Also,  the  data  can  be  made  available  to  employees  through  browsers,  See  fig  below  for  better  understanding.    

Fig:  5  Data  warehousing      

Comparison:    

FreeCRM Sugar CRM

On-demand

We can’t open source

On-demand

We can open source

Easy to understand and adopt

No offline client

Easy to understand and adopt

There is offline client

Easy to customize

Dose not has oracle support

Easy to customize

Does has oracle support

The every application of Free CRM.com

Doesn’t support every cloud environment

SugarCRM supports applications running in every cloud environment

Unless you call their customer service first, or they won’t call you ask you do you need help

Customer service positive, call you and ask your require and answer it

Can create and save voice mail/message, user has more than one choice to save the data.

Only text message can be saved, can’t save voice mail/message.

Can create your own form with the link, customer can click the link and give you feed back directly and analysis automactally.

Customers’ feed back needs to manual analysis

There is no trail account can use; you have to You can use trail account for a month, to

pay for use system. evaluate the function is fit your company or not.

Provide to incorporate CRM Tagging ito their hosted

SuarCRM can’t provide incorporate CRM Tagging into their hosted

Software functionality are well and much more than SugarCRM, it can be used on any size of enterprise companies.

Software functionality and feature sets are well suited for small business companies, however, not sufficient for most middle market or enterprise companies.

User can send the text message through the website, easier than by cell phone.

System can’t send the text message through the system; they have to manual call or text them.

User can customize their quick link User can customize their quick link

Doesn’t have a clear introduction for new user, new user might needs to figure out by themselves.

Have a very obviously Training material on first page; new user can easily to learn how to start using this system