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Customization Toolkit:A Case Study on Supply Chain Integration
Vincent Sita and Daniel Nall
Rex Three, Inc.
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…But First!
5 quick customization projects realized since the last time we met.
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Traffic Sheet Manager
A tool to allow the shipping department to manage 120 pickups and deliveries per day.
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Closed Jobs Manager
Review and approve jobs without invoices, which have been manually closed by the
plant.
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Adjust WIP Entries
Expense job cost transactions for jobs closed manually without invoicing.
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MXML (Metrix) Importer
Take data from a Metrix layout and import key information into an estimate.
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UPS and FedEx Shipment Tracker
Import job shipment info into carrier’s system, and retrieve tracking info and costs when
available.
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Supply Chain Integration
Implementation Study
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Definition
A supply chain is a network of facilities that performs the functions of procurement of materials,
transformation of these materials into intermediate and finished products, and the distribution of these finished
products to customers.
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The Efficient Supply ChainExchange Information
• Product descriptions, specifications, and prices• Purchase order information, such as quantities,
required shipment dates, and addresses• Planned and actual production, shipment, and
delivery dates/times• Data on products, components, and equipment• Accounting information, such as prices,
discounts, allowances, and account numbers
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Inefficient And Incomplete Data
• Manual data entry is widespread; critical information is often manually reentered at many points in the chain.
• The manual intervention of Purchasing Clerks and Order Processors are critical links in supply-chain information flows.
• A lack of system integrity creates a continuing need for verbal or written authorizations to protect against costly errors or even catastrophic failures.
• Firms operate without needed data.Planning Report 04-2 Economic Impact of Inadequate Infrastructure for Supply Chain Integration
RTI International for National Institute of Standards & Technology
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ePace Customization
How Rex integrated into their customer’s supply chain.
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System RequirementsAutomate the following processes:
• Receive PO• Confirm PO• Send Advanced Shipment Notifier• Send Invoice
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Receive Purchase Order
• Create finished goods job and job parts.• Add job materials, verifying price and
availability of each inventory item.• ePace business rules deduct from available
inventory.• Auto-create pre-invoice for billing department.
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Confirm PO
• If everything conforms, PO confirmation is sent back to client.
• Any problems are trapped and treated as exceptions.
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Advanced Shipment Notifier
• When client system allows, ASN is sent.• Shipment weights are calculated.• Delivery date is confirmed.• Planned shipment is created.
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Invoice
• Invoice is sent to client electronically.• Invoice is accepted directly into client’s
accounts payable system.• Humans post invoice on Rex side, closing job
and placing job into accounts receivable.
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Project Stats
• 100% on-time delivery and order accuracy.• Hands-off entry of more than 700 jobs with an
average of 4 items per job.• 250 orders per month with an average of 3
items per order without increase of customer service staff.
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Four Things that a Service Business Must Do Right
• The Offering– Service excellence– Enhance the customer experience
• The Funding Mechanism– Charge in a palatable way– Enhance customer experience while spending less– Have the customer do the work
• The Employee Management System– Are they motivated to do the job?– What causes them to produce excellence?
• Customer Management System– Does the customer have the skills to do the job?– How will you manage performance gaps?– Which customer will you incorporate?
From Harvard Business Review; Francis Frei; April 2008
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Daniel Nall
Executing system requirements using the ePace customization framework.
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Questions and Answers