QAD Training MWUG Slides September 2015 Jackie Das (The Tech - PowerPoint PPT Presentation

QAD Training MWUG Slides September 2015 Jackie Das (The Tech Group) Andrew Hall (Logan Consulting)

Intro – Jackie Das  Project Manager at the Tech Group  Finance background  4 years ago, I was asked to lead a project to upgrade QAD to 2011 SE across all 9 sites.  Since then, worked on QAD training, implementation and improvement projects, and IT projects Tech Group Confidential

The Tech Group “A process driven, full service developer and manufacturer of components & devices for the healthcare industry”  Nine Manufacturing Sites using QAD  1,000,000 square feet of mfg. space  $275MM in Sales/1,500 employees  A division of West Pharmaceutical Services ,  Inc, a $1.4bn company  Competencies:  Product Development  Injection Molding  Contract Assembly  Finished Packaging Tech Group Confidential

Manufacturing Footprint Ireland Michigan Denmark Indiana Manufacturing Sites Pennsylvania Development Centers Arizona (4) Puerto Rico 7 Tech Group Confidential

Markets Served Diagnostics Pharmaceutical Medical Care Consumer Devices & Final Components, Kits Components & Components & Packaging & Packaging Assemblies Assemblies Pulmonary & Ophthalmic, Personal Care & Molecular & Injectables Ambulatory, OTC Packaging Point of Care Surgical Tech Group Confidential

QAD/MfgPro User since 1988 ChUI NetUI Mercury Eagle Cyberquery Version: 2011 SE

Today’s goal  Share with you our training program ‘journey’ at The Tech Group  Review some of the challenges and how we are working through them  Answer your questions Tech Group Confidential

Evolution of QAD training/improvement program 2015 and 2012/2013 Beyond *No ‘formal’ training* Training Upgraded to program 2011 SE continues Training program 1988 implemented QAD/MfgPro implemented Tech Group Confidential

Problems we faced: 1. Trust in ERP system/Poor quality data 2. No defined training program 3. Business Processes not defined/standardized 4. No baseline understanding of APICS and ERP concepts 5. Not using all ERP functionality/working outside the system 6. Reporting difficulties/visibility across sites 7. No champion/no strategy 8. No ‘go to’ for training Tech Group Confidential

#1:Trust in the system/Poor quality data  What we were hearing:  “The system won’t allow us to do that…”  “The system is crap….”  “We don’t trust the reports…..”  “ I don’t use MRP because it’s wrong…” “The MRP reports are so long I can’t find what I’m looking for…”  “The inventory balances in the system are off, I’m better off walking the floor to see where my stuff is at” Tech Group Confidential

#1:Trust in the system/Poor quality data  What we did:  Train people on the meaning of the various data fields and how they impact processes and reports.  Week long ‘workshop’ to agree how all the sites would use use key data fields  Began “cleaning up” the data  Examples:  Planning data  Archiving Tech Group Confidential

#2:No defined training program:  What we used to do: Tech Group Confidential

#2:No defined training program:  What we do now:  All new hires go through formal training  Online training videos (learning portal) on SharePoint site Tech Group Confidential

#3:Business Processes not defined/Standardized: Manufacturing is challenging! QAD impacts everything we do and can be confusing.

#3:Processes not defined/standardized  Agreed ‘best practice’ processes across all sites – week long workshop held in 2014  These form the basis of training Tech Group Confidential

#4:No baseline understanding of APICS and ERP concepts What we had before:  People understand only the transactional piece of their job  No understanding of why their piece is important  People feeling isolated.  Acronyms and terminology not understood Tech Group Confidential

#4:No baseline understanding of APICS and ERP concepts What we have now:  Understanding in the business of how what people do impacts the upstream and downstream processes . Tech Group Confidential

#4: No baseline understanding of APICS and ERP concepts:  Developed a 3 day training (not hands on in QAD) to teach concepts  Lego game to demonstrate:  BOM  Inventory control  MRP  Costing  Forecasting  Variances  Formal APICS training  Plan to take the 3 day training and make it “hands on” Tech Group Confidential

#4: No baseline understanding of APICS and ERP concepts:  Trained over 100 people  Went to all the sites  Measured results – quiz before and after class  Published glossary of terms Tech Group Confidential

#5:Not using all ERP functionality/working outside the system:  What we had before: Tech Group Confidential

#5:Not using all ERP functionality/working outside the system: And th Guessing games Spreadsheet overload Manual Systems

#5:Not using all ERP functionality/working outside the system:  MRP in use at most plants  Planning and Scheduling Workbenches implemented by end of 2015  Forecasting  GRS (Global Requisitioning System)  EAM (Enterprise Asset Management)  Fixed Asset Module implemented in Europe Tech Group Confidential

#6:Reporting Difficulties/Visibility across sites  What we had:  Unable to readily access data for consolidated reports  Hunting and pecking for information we needed  Reliance on other people  What we have now  Browses and browse collections  Cyberquery  60 people across the company trained  Puts the power in their hands Tech Group Confidential

#7 & #8:No Champion/No Strategy - No “go to” for Training  ERP Excellence Director  ERP Excellence Team:  Project Manager  IT Business Analyst  Supported by top management  Expected to deliver measurable results  Central resource for training  Coordinated approach to training Tech Group Confidential

Time Frame Alert!!  No quick fix!  No easy button  Not a one year project, not a 5 year project….  Multi year project Tech Group Confidential

Final words….Lessons learned  Remember the 3 P’s – People, Process, Platform  Get a Corporate Sponsor(s)  Training doesn’t belong in IT  Peer pressure is a great thing!  Right people/right time – MSW/PSW is a case in point  Start with the end in mind  Make training interesting  Keep the momentum going  Don’t get discouraged ! Tech Group Confidential

Questions Tech Group Confidential

Contact Info  Jackie Das – 480 213 0353 jackie.das@westpharma.com Tech Group Confidential