6/26/2020 Microsoft Teams for Manufacturing and Retail PRESENTERS Tim Sparks, MCP Tiffany Bobbitt Senior Managing Consultant Senior Consultant BKD Technologies BKD Technologies tsparks@bkd.com tbobbitt@bkd.com 2 1
6/26/2020 Agenda Operations Supply Chain & Retail Store Operations Inventory Decal Design and Demand Holiday Operations: From • • Management Analysis Halloween to Thanksgiving Adjusting Production to Meet Store Ambience and Holiday • • Coordinating Shipments • Demand Decorations from DC to Retailer Determining Product Equipping Front Line Workers • • Shipment Coordination for • Demand with New Product Information Plant Supplies Root Cause Analysis for Enabling a Liquid Workforce • • Expediting Movement of • Vehicle Failure Reports No T ag, No Problem! • Older Products Deliberating a Product Recall Customer Assistance Made • • Reverse Logistics • Easy Out of Supplies? Not for Long! • Product Information • Anywhere, Anytime Operations Check out how operations staff, whether they are floor staff in factories and warehouses or operational managers, use Microsoft T eams to keep manufacturing operations running efficiently and address unexpected situations with confidence. Operations Superpowers in T eams Capabilities and features used… Apps that enable an immersive experience in T eams Schedule meetings using synced calendars or a meet now • feature Power BI Word Excel PowerPoint Planner Flow Participate in instant, open-channel communication • Store documents within a cloud-enabled repository using • Files section or channel tabs Create and co-author documents, spreadsheets, • OneNote Trello InVision Growbot Adobe Sign Asana presentations and more in the cloud with Office 365 Channel tabs for everyone to stay on the same page • Help securely collaborate with teammates on multiple • Wrike Smartsheet JIRA Twitter YouTube projects from within a single environment 2
6/26/2020 Meet the Business Decision Makers Product Line Owner Operations Manager Operations Analyst “A leader is one who knows the way, “Efficiency is very important to me “A company can seize goes the way, and shows the way.” with all that's on my plate.” extraordinary opportunities only if it is very good at ordinary Conduct monthly analysis of • Undertake product planning for operations." • product requirements vis-a-vis new products • Assist with project scoping, the plant capacity and material Conduct market analysis for new • documenting results and availability products preparing customer contracts Coordinate with stores and Define consumer needs • • • Ensures integrity of data systems purchase department as required pertaining to a product • Develop project estimates by Coordinate with plant workers for • Oversee efforts of the design and • identifying phases and elements, the production activities production teams and costs Review production planning on a • daily basis to ensure commitments and quality are met Decal Design and Demand Analysis Product Line Owner Scenario Walkthrough Contoso has seen an ongoing problem with clear demand signal and their ability to adjust production to capture the greatest profit on their products. With the recent release of Fabrikam’s Black Tiger movie, parent company Northwind wants to create a large line of toys and a product partnership. T o this degree, Northwind partners with Contoso to brand Contoso’s line of remote-controlled cars with Black Tiger decals. The Product Line Owner needs to ensure that production is properly managed so that profits are maximized, using T eams as the home base for operations. Creates a new channel and @mentions team members to gather their attention to the project. • Collaborates with design team over channel conversation to finalize decal designs. T eam members share files securely within the • channel as they accomplish their tasks. Logs the decal work as a ticket into VSTS and then connects the specific VSTS ticket into the channel so everyone in the channel • can stay updated on the endeavor. Holds a discussion over a video call with Demand Planner, who demonstrates that the increased sales forecast will change overall • demand using a Power BI dashboard. Updates VSTS ticket and moves on to coordinate production planning. • Which app integrations on How did T eams help the Product Line Owner execute her roles and T eams made it possible? responsibilities? @mentions in chats and channels help catch team members’ attention instantly • Upload and share documents in a secured cloud-enabled repository with Files • Azure Power BI Track work progress, assign tasks, and receive notifications of work updates with VSTS • DevOps 3
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6/26/2020 Operations - Decal Design and Demand Analysis 11 Adjusting Production to Meet Demand Product Line Owner Scenario Walkthrough After going through an exercise to identify clear demand signals for a new line of Fabrikam toys being manufactured at a Contoso plant, the Product Line Owner and her team turn their focus on the next phase after demand planning – adjusting production. Here’s how the team uses T eams to rally together and balance production with manufacturing costs. Communicates with Build Manager to understand the options available for them over channel conversation and 1:1 chat. • Build Manager and Shop Foreman coordinate with each other to understand demand plan and to structure resource allocation • for building the Fabrikam toys. Shop Forman shares an estimate of production change and a timeline to get up to production level. • Build Manager and Demand Planner analyze the Shop Forman’s estimate and present it to the Product Line Owner. • Product Line Owner presents this analysis over a secured conference call to the leadership. • Receives sign off from leadership to adjust manufacturing and production of Contoso’s remote-controlled cars. • How did T eams help the Product Line Owner execute her roles and responsibilities? Which app integrations on T eams made it possible? Quickly and easily hold conference calls with enterprise security. • Create and edit documents online and in the cloud with Office 365. • Planner in T eams helps keep the task list visible while acting as a checklist for operations. • Excel 6
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6/26/2020 Operations - Adjusting Production to Meet Demand 17 Determining Product Demand Operations Manager Scenario Walkthrough Contoso Manufacturing faces an issue with visibility between their factory and retail locations. When Contoso ships from its large regional distribution centers (DCs) to retail customers like Northwind Retail, there is an inventory “blind spot” for Contoso between DCs and Northwind checkout lines. If Northwind moves inventory between stores to balance supply for regional or promotional variances, Contoso can’t see product inventory and loses the ability to see what the true demand signal is for goods. Here is how Contoso team members work together to identify one such inventory blind spot using Microsoft T eams. Receives a notification when a Sales Rep @mentions him in a channel post • Presents assessment reports for the inventory blind spot ahead of weekly sync meeting • Uses Power BI to highlight and illustrate Point of Sale data during the meeting • Participates in weekly sync meeting to discuss demand analysis based on a recent order • Shares final consensus with team members through channel conversation • How did T eams help the Operations Manager execute his roles and responsibilities? Which app integrations on T eams made it possible? Leverage data and visualize analytics with the robust analytics tool of Power BI • Upload, edit, and view files using the Files tab • Quickly and easily hold conference calls with enterprise security • Power BI OneNote 9
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