managing work processes automation 1

Pilot Performance Resources Management Inc. Copyright ©www.pilotims.com.

Management Systems Make-over TM

Automation

Quality, Environment, Health & Safety, EmergencyBuilding on “Green” keeping Companies out of the “Red” TM

Jayne Pilot, CEA, EMS(LA), CPEA

d-Managing Work Processes

Rev 03/09/10


Jayne Pilot, CEA, EMS(LA), CPEAPresident, Pilot Performance Resources Management Inc.

[email protected]

www.pilotims.com

What Does Business Require toManage Effectively & Efficiently?

To Be Competitive in a Global Value Chain

4Pilot Performance Resources Management Inc. Copyright ©www.pilotims.com.

Manage

1. Processes

2. Systems

3. Supply Chain

4. Resources


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Management of Risks Where is your weak link ?

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MonitoringMeasuring

Control $$$


ImplementationExecution

PlanningCorporate Strategy

Compliance to Legal• Complex regulatory requirements• Legal requirements for tracking:

• data• reporting• operational controls• training & competence• audits

• Adverse internal or external compliance audit findings• corrective actions

• Consequences – Fines, Imprisonment


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Conformance to Standards• Corporate requirements

• Certification to Standards• Management Systems - ISO

• ISO 9001-Quality, ISO 14001-Environment, OHSAS 18001- H&S

• LEED Certification• Industry standards – CSA, UL• Technical Standards & Safety

• Disclosure practices . TransparencyPilot Performance Resources Management Inc. Copyright ©www.pilotims.com.

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Doing More with Less

Time

Resources

Money

• How many lists or logs are kept of action items? • How are action plans , schedules prioritized to corporate

goals?• How is scheduling managed at your organization?

• Human capital – leverage to optimal levels (HR planning, scorecards, processes)• Skill Shortages. Baby Boomer Retirement. 1/3 of

workforce will retire during the next 5 to 20 years. • General. Purchasing of materials.

• What does time cost you?• How do you track real time costs? • How do you track customer satisfaction? Referrals to do

more?Pilot Performance Resources Management Inc. Copyright ©www.pilotims.com.

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Control of Documents

• Document & information standardization

• Control of document workflow• Approvals• Current revisions

• Communication of document updates and changes

Are you Environmentally friendly – paperless?


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Business SustainabilityAbility to “Sustain” or Investing in the Future.

System Thinking

Collaboration & Integration Corporate Strategies & Culture

Process Approach

Plan, Performance, Productivity, Protection, Profits

Management SystemMake-Over TM

• Manage• Measure• Monitor

How? TechnologyAutomate Processes


Connecting with the Business World


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LeverageTime, Resources, Knowledge

AutomateManagement System Processes

For Performance, Productivity

Profits

Manager’s Dashboard

Managing with a Difference• See all your tasks in one place, what needs doing, when,

who’s responsible and status• Meeting requirements – reminders, alerts• Action Items - compliance & conformance• Audits• Nonconformances, Corrective Actions• Key Performance Indicators, Improvements

• Retrieve current documentation with a click of a button


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Management System Automation On-line in Real Time


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Panels

Management System Dashboard Trends & Performance


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Technology Benefits

1. Real Time Internet Based Tracking2. Empower Management Team3. Control of Documents4. Data and Information5. Monitoring & Tracking Progress6. Risk Management7. Communication8. Audit Management


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1. Real Time Internet-Based Tracking• Leverage time and increase productivity.

Manage by Just-In-Time not reactionary.

• Adapt instantaneously to business & future requirements

• Set up processes once. The system is cross linked among functions so that personnel are not required to enter information over and over again, eliminating duplication.

• Prioritizing action items – giving greatest return for time invested. The process is then executed the same way each time so users can become productive quicker.


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2. Empowering Management Team

• Goal Setting – Empowering Management Team to establishing clear targets and have a system to motivate users to achieve targets.

• Key Performance Indicator Monitoring

• Automation of management system functions such as planning and scheduling for meetings, audits, strategic planning, monitoring of processes, inspections, corrective/preventive action items, training requirements.


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3. Control of Documents• Available on-line. Retrieve records with a click of a button.

Not dependant on each user’s computer, software operating system or hardware. It works on a Mac or a PC.

• Assignment of users - allows for cross-platform access to enlist the access and assistance of Managers-Employees-Contractors- Customers and Suppliers

• Control of all current documentation electronically, revision control, instant access to current documentation. Instantaneous history of document changes. Change notification alerts. Upload pictures, documents.


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4. Data & Information

• Complete and up-to date information which can be relied upon to make the right decisions

• Identify opportunities

• Identify risks


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5. Monitoring & Tracking ProgressIf you can’t measure it, you can’t manage it.

• Real-time performance and costs measurement

• Manages Risks for Business Sustainability - Automatic Alerts

• Performance Improvement - Access to data converted into information, at which point decisions can be made. This level of information provides critical results that maximizes a company’s operations.


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6. Risk Management

Requirements: Legal, Corporate, CustomerPlanning - Action Items

Events, MeetingsOperational Controls

Human Resources - TrainingAccidents & IncidentsInspections & Audits

Corrective/Preventive Actions


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7. Real Time Communication


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ManagersEmployeesContractorsSuppliersCustomers

Communication module-simplifies communication-via e-mail. Access Information applicable to user.

8. Audit Management• Internal

• Third Party - Registration to ISO

• Supplier Audits

• Audit plans, schedules, findings, reports

• Manage nonconformance or non-compliance findings. Corrective Actions


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Management System AutomationLeveraging for

Business SustainabilityThree P’s for Business Sustainability

1. Peak Performance2. Productivity3. Profits

Ensuring “Customer Satisfaction”


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Bringing togetherPeople, Processes & Technology

Management System Make-over TM

Inquiries contact

Jayne Pilot, CEA, EMS(LA), CPEA

Tel:1-905-792-3130Email: [email protected]

www.pilotims.com

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Pilot’s Client List

GovernmentRegistrarsOil Aerospace

Environment

Automotive

Manufacturing Health Care Food

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managing work processes automation 1

Documents

management of risks

management team3

jayne pilot

real time costs

corporate time goals

business future requirements

work processes

prioritizing action