Enterprise Resource Planning• Overview• Network Architecture• Modules• Implementation Team• Phase Development• Definition of Process Levels

What is ERP ?

CommonData

OrderManagement

Financials

Manu-facturing /Maintenance

HumanResources

Procurement

MgmtReporting

Inventory

Operations

FacilitiesMgmt

Revolutionary change in business processes for dramatic improvements

ERP solutions provide consistent, complete, relevant, timely & reliable information for decision making

The integration of business processes that optimize functions across the enterprise (e.g., supply chain, finance, HR, manufacturing /maintenance, etc.)

Enterprise Resource Planning• Advantages

– In the absence of an ERP system, a large manufacturer may find itself with many software applications that cannot communicate or interface effectively with one another. Tasks that need to interface with one another may involve:

– Integration among different functional areas to ensure proper communication, productivity and efficiency

– Design engineering (how to best make the product)

– Order tracking, from acceptance through fulfillment

– The revenue cycle, from invoice through cash receipt

– Managing inter-dependencies of complex processes bill of materials

Enterprise Resource Planning• Advantages

– Tracking the three-way match between purchase orders (what was ordered), inventory receipts (what arrived), and costing (what the vendor invoiced)

– The accounting for all of these tasks: tracking the revenue, cost and profit at a granular level.

– ERP Systems centralize the data in one place. This eliminates the problem of synchronizing changes and can reduce the risk of loss of sensitive data by consolidating multiple permissions and security models into a single structure.

– Some security features are included within an ERP system to protect against both outsider crime, such as industrial espionage, and insider crime, such as embezzlement. A data-tampering scenario, for example, might involve a disgruntled employee intentionally modifying prices to below-the-breakeven point in order to attempt to interfere with the company's profit or other sabotage. ERP systems typically provide functionality for implementing internal controls to prevent actions of this kind. ERP vendors are also moving toward better integration with other kinds of information security tools.

Technical Architecture

Network Diagram

Internet

Hub

Router

Multilayer Switch

iMac System iMac System iMac System Network Printer

Printer

1Client

Modules

MI

MAXXerp

SDMM

WFPS

AMCO

FI

HRPM

FMIM

Funds Management

Investment Management

Financial Accounting

Controlling

Asset Management

Project Systems

Quality Management

Plant Maintenance(MRO)

Human Resources

Supply & Materials Management

PAY

FI

Workflow

QM

CATSTime & Attendance

Sales & Distribution

Payroll Mobile Interface

Implementation Team

Implementation Team

Executive Steering Committee

Vendor Project Executive

Infrastructure Implementation Mgr

Business Mgr/Deputy Executive

Project

Business Integrator

Change Management Mgr

Financial Management

Operations Logistics

Supply/ Procurement

Human Resources

Maintenance

Client’s Project Executive

Executive Steering Committee

Work Brokering, Planning, Estimating, Resource Loading, Workforce Balancing, Project Planning, Workflow, Readiness, Monitoring, EIS/DSS

Configuration Management, Production Planning, Scheduling, PreventiveMaintenance, Corrective Maintenance, Overhauls, Mods Mgmt, Tech Docs

Assignments, Time & Attendance, Availability, Qualifications, SecurityClearance, Training History & Shortfall

Receiving, Issuing, Stock Control, Inventory Control, Purchasing,Procurement, Cataloguing

Cost Center Accounting, Activity Based Costing, Fixed AssetsAccounting, Life Cycle Costing, Ops Cost Budgeting

Phase Development

As-Is Process Definitions

Gap Resolution

Integration Testing

Organize Project

Change StrategyCommunications

Plan

Infrastructure Model of I/T Architecture

Scope Refinement

Setup Development Environment

Design Future

Business Processes

High-Level Gap Analysis

Scope & Approach

Configuration / Development

Functional Walk-through

Unit Testing

Scenarios & Scripts

System & Acceptance

Testing

User Documentation

& Training

Data Migration

Go-LiveCut-over

DESIGN/REDESIGNPREPARE CONFIGURE DEPLOY

Executive Signoff

TransformBusiness

Processes

Business Area/Enterprise Process: Inherent part of the organization’s mission

Core & Support Processes: A high-level sequence or network of lower level sub-processes.

Sub-Activities (optional): Lower level breakdown of what people do in the organization. Consume resources to provide a service or produce an output.

Tasks: Worksteps performed by individuals. The level at which cycle time analysis is performed

Sub-Process: A sequence or network of related and interdependent activities performed in support of the business with identifiable outputs

Activities: What people do in the organization. Consume resources to provide a service or produce an output.

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Definition of Process Levels

Enterprise Resource Planning• LOOKUP

– Terms of Payment– Vat Type– Format– Genre– Category– User Level– Department– Package Type– Reason – Price Group– Salesman– Sales Manager– Merchandiser– Transaction Type– Sales Associate– Area Name

Enterprise Resource Planning• MAINTENANCE

– Product Item – Supplier – Supplier Product– Customer – Outlet – Package Material – Customer Price Group – Mark Up/Down [Permanent] – Mark Up/Down [Outlet] – Physical Count Module– Physical Count Variance History– User – Change Password

Enterprise Resource Planning• INVENTORY MANAGEMENT

– Stock Monitoring– On hold Inventory– Rework Inventory– Beginning Balance Outlet (Actual Quantity)– Beginning Balance Outlet (Critical Quantity)– Beginning Balance Outlet Main Warehouse

( Actual Quantity )– Beginning Balance Outlet Main Warehouse

(Critical Quantity)– Rework Items– Dispose Items– Item Adjustment ( Main Warehouse )– Item Adjustment ( Outlet )

Enterprise Resource Planning• PURCHASING

– Purchase Request ( Items )– Purchase Request ( Package

Material )– Purchase Order ( Items)– Purchase Order ( Package Material )– Purchase Receiving Report ( Items)– Purchase Receiving Report

( Package Material )– Return to Vendor

Enterprise Resource Planning• STOCK REPLENISHMENT

– Stock Order– Pick List– Stock Pick list Report– Consolidated Pick list– Stock Consolidated Report– Packing List– Outlet Receiving Report– Pull Out Transaction– Pullout Receiving Report– Sold Out Transaction– Sales Return– Physical Count Module

Enterprise Resource Planning• ACCOUNT RECEIVABLE

– Billing Statement– A/R Countering– Ageing Monitoring Report– Purchase Request & Check Summary– A/R Collection Module– Payment Summary Report– CM/DM Module– A/R History Report– A/R History Report [Customer/AR #]– Monthly Account Receivable– Statement of Account

Enterprise Resource Planning• REPORTS

– Statement of Account for Countering – DR & RR Variance– Price Group Billing Variance– Itemized Billing Variance– Packing List Variance– Pull Out Variance– Sales Report– Un-served Orders [Outlet]– Liquidation Report– Pending Report– DR Summary Report– Inventory Report– Pull Out Report [Good/Bad]– Sold-out Transaction Report– Summarized Ageing Report– Inventory Report– Inventory Per Customer

Enterprise Resource Planning• CRM

– Inbox– Outbox

• All• Deleted• Sent• Pending

– Customer Information– System Replies