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Computer Integrated Manufacturing ( CIM ) ERP the long journey …where we have been and where are we going? Take Back Manufacturing

Take Back Manufacturing - SME - HOMECIM+Genius.pdfEnterprise resource planning ... Joseph Orlicky as a response to the TOYOTA Manufacturing Program, developed Material Requirements

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Computer Integrated Manufacturing ( CIM )

ERP the long journey …where we have been and where are we going?

Take Back Manufacturing

In business for over 20 years

Origins - Industrial Engineering, ISO and Best Practices consulting

Since the late 90’s - Focus on ERP Software development, deployment and ongoing support

Development Partner of Sage, Microsoft and SolidWorks

Genius Solutions: the Company

Enterprise resource planning (ERP) systems integrate internal and external management information across an entire organization, embracing finance/accounting, manufacturing, sales and service, customer relationship management, etc. ERP systems automate this activity with an integrated software application. Their purpose is to facilitate the flow of information between all business functions inside the boundaries of the organization and manage the connections to outside stakeholders.[1] ERP systems can run on a variety of computer hardware and network configurations, typically employing a database as a repository for information.[2]

ERP Defined

MRP ( Material Requirements Planning ) In 1964, Joseph Orlicky as a response to the TOYOTA Manufacturing Program, developed Material Requirements Planning MRP II( Material Resource Planning ) In 1983 Oliver Wight developed MRP into manufacturing resource planning (MRP II). ERP ( Enterprise Resource Planning ) In 1990 Gartner Group first employed the acronym ERP[3] as an extension of material requirements planning (MRP), later manufacturing resource planning[4][5] and computer-integrated manufacturing. Without supplanting these terms, ERP came to represent a larger whole, reflecting the evolution of application integration beyond manufacturing.[6

The History of ERP

Then • Big, Expensive, Complex systems used by large manufacturers • Generally Purchased by accounting and IT • Requiring a lot of Feeding by many departments • Requiring a lot of internal IT resources • A long, expensive and risky implementation • Generally designed for Make to Stock environments

ERP Where have we been

ERP Then to Now

ERP Then to Now

Factors like

• Offshoring of Mass produced goods • ETO / MTO Manufacturing still done in NA • Outsourcing of components to suppliers • The downturn creating new entrepreneurs – often engineers

ERP Then to Now

Now

Have created new ERP • Smaller / less expensive, easy to use systems • Purchased for a specific purpose

• Leaning the process • Improved Costing • CAD Integration • Etc…

• Requiring no internal IT • A shorter more focused, less expensive and risky implementation • Designed for Make to Order / Engineer to Order

• Because of the high engineering component involved integration between Design and Operations is critical

ERP Where are we now?

Design is completed before order entry

Production is often done for stock

Purchasing raw material and components

based on MRP

Design is completed after order entry

More resources required for design and

Order Entry

Purchasing is not automated

Lead time is longer…

Design can proceed using information from Order Entry

Purchasing can be done quickly using info from OE and CAD

Production has less pressure to achieve it’s goals

Lead time is shorter!

Mass Production

Custom Manufacturing

Desired situation for Manufacturing

Process flow in 2 different environments:

From Design to Manufacturing

Product Design & CAD

Manufacturing Process Design

BOM & IC

Execution and Operations

ERP

Design Production Purchasing

To decrease lead time, we have to remove the « slack » in each department but more-so between the department!

We need to decrease the « waste factors » ...

Learning something from LEAN:

Then Running Reports that we hope someone reads

ERP Where we were

Managing by exception With Dashboards

ERP Where are we now?

SaaS – Cloud Computing • Client Server – On Premise • Hosted • Software as a Service ( SaaS )

•Rent vs Buy

Something that will not change is the importance of a good implementation • Proven Process • Well Defined Scope – no scope creep • Open to new improved processes • Working together instead of departmentally

ERP Where is it going? 5 years …

Social Media • Why enter contacts in ERP • More integration between ERP & Social Media • How do Manufacturers market their products • Inbound vs Outbound • Drive to your website

Social Networks •Linked In •Facebook • Twitter • Google + • So.cl ( social ) Microsoft

ERP Where is it going? 5 – 10 years …

Benefits of ERP

• Monitor and Improve Quality • Know true profitablity – by Job, by product, by customer • Meet Delivery dates – improve customer service • Improve Purchasing – buy just in time not just in case • Improve Sharing of information between departments • Readily Accessible, better data to make decisions • Improve Productivity – In the entire Business not just the shop floor • Lean processes – do more with less

ERP Where are we now?

Thank You!

Genius Manufacturing NG

Genius Manufacturing NG is designed for the unique requirements of

small to midsize make-to-order, engineer-to-order, custom and

discrete manufacturers. With our deep roots in process improvement

and workflow optimization woven throughout, Genius Manufacturing

software maximizes out-of-the-box value and return. Genius

Integrates with Microsoft Dynamics GP, Sage Accpac , Sage Pro ERP,

Simply Accounting and Fortsum Acomba. Genius is a robust

management system capable of handling a diverse range and scale

of manufacturing environments.

Works with Leading Accounting Packages -- Genius Manufacturing

NG extends the functionality of the financial packages with

manufacturing-specific modules and processes. This allows for a

comprehensive, cost effective and user friendly manufacturing

system while maintaining an extensible and comprehensive platform.

Manufacturing End to End Integration -- Genius Manufacturing

connects your engineering, manufacturing, inventory, procurement

and sales information enabling business transaction processing in

real-time and accurate and timely integration with the systems that

drive your business. This integrated view of production enables

managers from across the enterprise; e.g. purchasing, shop floor,

sales and inventory control, to launch initiatives . . . to perform

updates . . . to communicate activity across the enterprise.

Estimating and Quoting -- You have real-time information on

inventory and access to all the documents related to the project or

job: 3D drawings, PDF files, sketches etc. In an ETO, MTO or custom

environment, you can create new products with the product

configurator, the estimating module or the Excel Estimating module.

Follow-up and track quotes. Measure your success rate by territory,

customer group, product family, and track won/lost.

Excel Estimating -- Manufacturers have diverse processes for

estimating. Microsoft Excel is widely used. These spreadsheets can

contain a knowledge base, background calculations and formulas

developed and tweaked over time. With our Excel Estimating

interface you can leverage and maintain your Excel tools. When

completed in Excel, the information flows into Genius with costs,

estimated details and creates the Bill of Manufacturing for the

finished product. With this methodology you can maintain the

flexibility of Excel yet flow through your ERP system such that all the

data flows through the rest of your business system.

“Without a doubt, this is where

the true value of Genius

Manufacturing lies, in its ability

to accommodate our

changing business needs and

conditions through both the

lean years and growth periods,

without missing a step,”

(Marketing Director, Motrec )

Our customer base covers a

diverse range of SMB custom, MTO,

ETO and discrete manufacturers

with solutions for:

Industrial Machinery

Transportation & specialty vehicles

Electrical equipment

Automation and control

Electronics and high tech

Automotive

Aerospace and defense

Fabricated Metal Products

ÉTUDE DE CAS GILLES CUSSON & GENIUS SOLUTIONS

PAGE 3

Enhanced visual BOM -- This is the heart of the Genius integrated manufacturing system. Bills of

Manufacturing will link estimating, planning, procurement, production, all the elements that flow

through Genius Manufacturing. Our quick and simple interface allows you to build your products

using a tool set purpose-built for efficiencies. These include the drag and drop capabilities.

Through the visual tree everyone involved will understand, quickly and accurately, the makeup of

your products, regardless of complexity. Also, as needed

BOMs can be changed on-the-fly. Create multi-level BOMs to

as many levels as needed. Drill-down views give rapid access

to the details at each node. This module becomes the

reference point for your products.

Document Management -- Throughout their operations

companies require information and documents such as

drawings and models, specifications, compliance and

inspection documents. The on-line documents management

enables users to attach electronic documents within the

system and add reference items to BOMs. Keep the

documents where they are needed. Attach all document

formats across the application, whether it is an estimate,

purchase order, Bill of Manufacturing, or sales order. Centralize them all with Genius

Manufacturing. Also, necessary documents can be printed as part of the work order.

Production Planning: Genius delivers a broad array of capabilities

and provides the flexibility demanded in custom manufacturing

environments. For planning Genius offers easy-to-use yet

comprehensive tools. This includes real-time feedback from the

production floor with data collection. With real time information

you can make the decisions and adjustments needed to keep

production in line and on schedule. Your instructions and

information are clearly tied to each job and work order. Whether it's

manufacturing jobs, R & D or maintenance, you can carry out the jobs and

follow the established plan.

Procurement: Build quotations, purchase for requirements; or let Genius’s

MRP and forecasting determine purchases of components or raw

materials. These will tie into jobs launched and inventory supplier settings.

You have lead times and need timely notice for delivery of purchased raw

materials and inventory components. Starting with BOMs, Genius can look

out over your planning horizon to identify potential problems and

bottlenecks.

Inventory Control: Inventory management is crucial in controlling costs

and maintaining optimum levels for production. Our advanced tools

ensure that you have the right parts, at the right time and in required

quantities. Avoid problems related to fluctuating inventory demands. Ensure traceability of raw

materials, components as well as finished products.

Genius Manufacturing NG

Genius Manufacturing NG

Job and Time Management – Launch and execute multi-level jobs and work orders from BOMs or

manage dynamically with change orders or staggered releases. Track time on jobs and projects

for status and costing using timesheet functions on bar code data collection stations. Get

detailed updates on all the activities and resources consumed.

GTA, Genius Task Automator – Automate tasks and set up alerts so you can maintain control over

your most important activities and facilitate communications across the enterprise. For example,

head off problems with inventory, late PO receipts, late jobs and employee load and streamline

service operations.

Business Intelligence and Analytics – Using the Microsoft SQL Analysis Services Genius delivers

Business intelligence out of the box delivering critical analytics and metrics that give visibility to the

heartbeat of your business. Never before has it been this easy and inclusive to drill through and

turn your data into information; all while using familiar tools such as Microsoft Excel as a tool

connected directly to your database.

Dashboards: Managers and owners need timely information

about the business. Having the right information at the right

time allows you to make good decisions. Our dashboards and

alerts provide the dynamic tools to deliver updated

information. Define your tolerances, limits or parameters and

the system will flag situations that could create headaches.

With the heads-up you can take corrective measures.

GeniusWorks™ - Manufacturing Software for SolidWorks® 3D CAD. With

SolidWorks and GeniusWorks, engineering and production can share

and control data to save time, reduce data entry errors, cut design

and development costs, and minimize production errors. Working right

inside SolidWorks, GeniusWorks bridges the gap from design and

modeling to day-to-day operations. This gives you the tool set for

an integrated end-to-end solution from engineering and design on

through production/ERP to Microsoft Dynamics GP, Sage Accpac,

Simply Accounting and Fortsum Acomba financials.

“We are producing goods faster than ever before and have boosted production by at least 50%,”

(Co-owner, Elka Suspension Inc.)

Email : [email protected]

Web: www.geniuserp.com

Toll Free: 877-499-1552 (English)

877-987-6005 (French)

Genius Manufacturing NG

Genius Manufacturing NG is designed for the unique requirements of

small to midsize make-to-order, engineer-to-order, custom and

discrete manufacturers. With our deep roots in process improvement

and workflow optimization woven throughout, Genius Manufacturing

software maximizes out-of-the-box value and return. Genius

Integrates with Microsoft Dynamics GP, Sage Accpac , Sage Pro ERP,

Simply Accounting and Fortsum Acomba. Genius is a robust

management system capable of handling a diverse range and scale

of manufacturing environments.

Works with Leading Accounting Packages -- Genius Manufacturing

NG extends the functionality of the financial packages with

manufacturing-specific modules and processes. This allows for a

comprehensive, cost effective and user friendly manufacturing

system while maintaining an extensible and comprehensive platform.

Manufacturing End to End Integration -- Genius Manufacturing

connects your engineering, manufacturing, inventory, procurement

and sales information enabling business transaction processing in

real-time and accurate and timely integration with the systems that

drive your business. This integrated view of production enables

managers from across the enterprise; e.g. purchasing, shop floor,

sales and inventory control, to launch initiatives . . . to perform

updates . . . to communicate activity across the enterprise.

Estimating and Quoting -- You have real-time information on

inventory and access to all the documents related to the project or

job: 3D drawings, PDF files, sketches etc. In an ETO, MTO or custom

environment, you can create new products with the product

configurator, the estimating module or the Excel Estimating module.

Follow-up and track quotes. Measure your success rate by territory,

customer group, product family, and track won/lost.

Excel Estimating -- Manufacturers have diverse processes for

estimating. Microsoft Excel is widely used. These spreadsheets can

contain a knowledge base, background calculations and formulas

developed and tweaked over time. With our Excel Estimating

interface you can leverage and maintain your Excel tools. When

completed in Excel, the information flows into Genius with costs,

estimated details and creates the Bill of Manufacturing for the

finished product. With this methodology you can maintain the

flexibility of Excel yet flow through your ERP system such that all the

data flows through the rest of your business system.

“Without a doubt, this is where

the true value of Genius

Manufacturing lies, in its ability

to accommodate our

changing business needs and

conditions through both the

lean years and growth periods,

without missing a step,”

(Marketing Director, Motrec )

Our customer base covers a

diverse range of SMB custom, MTO,

ETO and discrete manufacturers

with solutions for:

Industrial Machinery

Transportation & specialty vehicles

Electrical equipment

Automation and control

Electronics and high tech

Automotive

Aerospace and defense

Fabricated Metal Products

ÉTUDE DE CAS GILLES CUSSON & GENIUS SOLUTIONS

PAGE 3

Enhanced visual BOM -- This is the heart of the Genius integrated manufacturing system. Bills of

Manufacturing will link estimating, planning, procurement, production, all the elements that flow

through Genius Manufacturing. Our quick and simple interface allows you to build your products

using a tool set purpose-built for efficiencies. These include the drag and drop capabilities.

Through the visual tree everyone involved will understand, quickly and accurately, the makeup of

your products, regardless of complexity. Also, as needed

BOMs can be changed on-the-fly. Create multi-level BOMs to

as many levels as needed. Drill-down views give rapid access

to the details at each node. This module becomes the

reference point for your products.

Document Management -- Throughout their operations

companies require information and documents such as

drawings and models, specifications, compliance and

inspection documents. The on-line documents management

enables users to attach electronic documents within the

system and add reference items to BOMs. Keep the

documents where they are needed. Attach all document

formats across the application, whether it is an estimate,

purchase order, Bill of Manufacturing, or sales order. Centralize them all with Genius

Manufacturing. Also, necessary documents can be printed as part of the work order.

Production Planning: Genius delivers a broad array of capabilities

and provides the flexibility demanded in custom manufacturing

environments. For planning Genius offers easy-to-use yet

comprehensive tools. This includes real-time feedback from the

production floor with data collection. With real time information

you can make the decisions and adjustments needed to keep

production in line and on schedule. Your instructions and

information are clearly tied to each job and work order. Whether it's

manufacturing jobs, R & D or maintenance, you can carry out the jobs and

follow the established plan.

Procurement: Build quotations, purchase for requirements; or let Genius’s

MRP and forecasting determine purchases of components or raw

materials. These will tie into jobs launched and inventory supplier settings.

You have lead times and need timely notice for delivery of purchased raw

materials and inventory components. Starting with BOMs, Genius can look

out over your planning horizon to identify potential problems and

bottlenecks.

Inventory Control: Inventory management is crucial in controlling costs

and maintaining optimum levels for production. Our advanced tools

ensure that you have the right parts, at the right time and in required

quantities. Avoid problems related to fluctuating inventory demands. Ensure traceability of raw

materials, components as well as finished products.

Genius Manufacturing NG

Genius Manufacturing NG

Job and Time Management – Launch and execute multi-level jobs and work orders from BOMs or

manage dynamically with change orders or staggered releases. Track time on jobs and projects

for status and costing using timesheet functions on bar code data collection stations. Get

detailed updates on all the activities and resources consumed.

GTA, Genius Task Automator – Automate tasks and set up alerts so you can maintain control over

your most important activities and facilitate communications across the enterprise. For example,

head off problems with inventory, late PO receipts, late jobs and employee load and streamline

service operations.

Business Intelligence and Analytics – Using the Microsoft SQL Analysis Services Genius delivers

Business intelligence out of the box delivering critical analytics and metrics that give visibility to the

heartbeat of your business. Never before has it been this easy and inclusive to drill through and

turn your data into information; all while using familiar tools such as Microsoft Excel as a tool

connected directly to your database.

Dashboards: Managers and owners need timely information

about the business. Having the right information at the right

time allows you to make good decisions. Our dashboards and

alerts provide the dynamic tools to deliver updated

information. Define your tolerances, limits or parameters and

the system will flag situations that could create headaches.

With the heads-up you can take corrective measures.

GeniusWorks™ - Manufacturing Software for SolidWorks® 3D CAD. With

SolidWorks and GeniusWorks, engineering and production can share

and control data to save time, reduce data entry errors, cut design

and development costs, and minimize production errors. Working right

inside SolidWorks, GeniusWorks bridges the gap from design and

modeling to day-to-day operations. This gives you the tool set for

an integrated end-to-end solution from engineering and design on

through production/ERP to Microsoft Dynamics GP, Sage Accpac,

Simply Accounting and Fortsum Acomba financials.

“We are producing goods faster than ever before and have boosted production by at least 50%,”

(Co-owner, Elka Suspension Inc.)

Email : [email protected]

Web: www.geniuserp.com

Toll Free: 877-499-1552 (English)

877-987-6005 (French)