How to Gain Efficiency with SYSPRO ERP through Process Reviews

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Information about How to Gain Efficiency with SYSPRO ERP through Process Reviews
Software

Published on May 22, 2014

Author: OdetePassingham

Source: slideshare.net

Description

Your business processes have probably changed since you bought and installed your ERP system years ago.
These nuances and differences between how your ERP system was configured and your current business processes run can make it harder to do your work.
Reviewing your processes and modeling your ERP to them can:
- Free up valuable resources for value added work
- Improve efficiencies
- Improve Customer Service
- Reduce errors

www.syspro.com Copyright © 2014 SYSPRO All rights reserved. How to gain efficiencies with SYSPRO Through Process Reviews

Fully Leveraging SYSPRO Types of Process Reviews that we offer Reasons to consider a review Customer Example Summary Agenda

SYSPRO Usage Review Duration of 3 days Generally Specific Areas Types of Process Reviews that we offer SYSPRO Process Review Duration of 5 or more days A look at all processes for potential efficiencies Deliverables Written Summary of findings with recommendations Presentation of findings Discussion of the recommendations which can include:  Using existing functionality  Tailoring screens to  Addition of a module  Integration to existing or new software  Upgrade to the latest version of SYSPRO

Reasons to consider a review Longtime SYSPRO user Processes established a long time ago New Requirements New Staff Increased Volume New Priorities / Key Performance Indicators ( KPI’s ) Inefficiencies Improvements in processes can become a strategic advantage: lead to better customer service Lower stocking levels but have the right product at the right time Shorter delivery lead times This is where real ROI can come from!

A customer example Requirement Integrate to a Shipping Software – Order Express Background Client in Health Products Industry Highly Regulated 80 % of products serialized 400 Orders per day First Engaged in a SYSPRO Usage Review – 2 Processes Order to Cash Salesperson Stock It started as an integration project …

A customer example Enter Orders ( 400 per day ) Print Delivery Notes to Shipping Department Shipping write by hand what was shipped on Delivery Note Including Serial Numbers shipped Delivery Notes given back to AR for Invoicing 5 People doing AR Invoicing Check each order Enter Qty and the SN’s Shipped The Existing Process – Customer Orders

A customer example The Existing Process – Salespeople Stock Ship to Salespeople all over Canada / Logical Warehouses for each Enter Orders At zero value Print Delivery Notes to Shipping Department Shipping write by hand what was shipped on Delivery Note AR invoices at zero value Including Serial Numbers shipped Someone else does credit notes at zero value  That moved product back into the main warehouse Someone else does WH transfers back to Salespersons Warehouse 5 People doing AR Invoicing

A customer example Issues with the Process Time Consuming A lot of manual effort Prone to Error Delivery notes sometimes went missing causing double shipments to customers and salespeople  But invoiced for only one shipment Sometimes the wrong SN would be marked as shipped in SYSPRO Incorrect parts sometimes were shipped.

A customer example Besides the integration to the new Shipping Software Also designed new Order to Cash & Warehouse Transfer Processes Each Department in the process given responsibilities within SYSPRO Customer Service Warehouse / Shipping Accounts Receivable

A customer example New Process – Customer Service Customer Orders Enter Sales Orders with Ship Qty Print Order Acknowledgements & send to customer Warehouse Transfers create Supply Chain Transfers with ship Qty Print SCT transfer document and send to Salesperson

A customer example New Process - Warehouse Supervisor For both Customer Orders & Warehouse Transfers Run Back order release Print the pick list by delivery date Give to Warehouse personnel to pick Once Picked do a batch review to attach SN’s to each order They enter SN’s picked ( not AR ) Print Packing Slip Automation Printing the packing slip sends the shipment info to Order Express Rate Shopping is done to find the best shipping rate A manifest is done for the freight supplier Freight Tracking # written back to the dispatch note in SYSPRO Once shipped in Order Express it updates the dispatch note to ready to invoice in SYSPRO

A customer example New Process – Accounts Receivable AR prints dispatch note invoices via batch printing every 3 hours Supply Chain Transfers done in batch every 3 hours For all SCT’s – someone prints the Goods in Transit report and receives the transfers in batch Using Inventory Movements – transfer the goods into Salesperson WH’s

A customer example Results Much more efficient Process Less Time Consuming Much less manual effort Reduced demand on staff Went from 5 people required for AR invoicing to 1.  Others able to be redeployed to do other work Fewer Errors Serial number Data captured at the point of use  Reduced transcription errors  Get the right product to the right customer  Elimination of double shipments Already working on improving Service Order Process Service Techs will fill out an excel template  Customer  Type of Service  Hours Email it in  A Process will monitor for emails  Import Order into SYSPRO

Summary The Value of Process & Usage Reviews Reviewing your processes and improving them can: Free up valuable resources for value added work Improve efficiencies Improve Customer Service Reduce errors Pay for themselves and give a great return! Recommendations Think about processes which seem inefficient and manual Ask for volunteers from each area to seek out process improvements opportunities Talk to other SYSPRO Customers  SYSPRO Business Solutions LinkedIn Group Talk to us  Bring issues that you are having forward  Do a SYSPRO Process Review or SYSPRO Usage Review

Thank You! www.syspro.com Copyright © 2014 SYSPRO All rights reserved.

www.syspro.com Copyright © 2014 SYSPRO All rights reserved.

www.syspro.com Copyright © 2014 SYSPRO All rights reserved.

www.syspro.com Copyright © 2014 SYSPRO All rights reserved.

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