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• About ICB • Choosing an ERP • Experiences implementing IFS and Cedar
Bay at ICB Ltd • Challenges and resolutions • What worked and what didn’t • What next?
Introducing ICB • Est. 1990 • 20,000,000 bottles a
year • 188 Sales parts • 6 Production Lines • Circa 140 employees • Around £45 mill.
turnover • (of which 43% is
excise tax / duty)
Customer Base British Retail(Exc. Tesco)Tesco
Wholesale
Export
Lack of Integration
• Three operational systems – Merlin – AssetVox 1 – AssetVox 2
• 1,000,000 Spreadsheets • 150 filing cabinets • BI software
– Crystal – QlikView
Knowledge just with individuals not documented processes
• No clear process definition • Different course of action • Processes were arduous
Spreadsheets, Spreadsheets,Spreadsheets
• Data collation – Time consuming – Repetitive – Unreliable
• Output often difficult to analyse
For Sale
• PE backed • Always for sale • Due Diligence exercise • Value Drag
What were we looking for?
• Fully integrated solution • Mid range price point • Reasonably quick implementation • Flexible • Partnership • Good business fit
What does success look like?
• Visibility of key management information and a single version of the truth
• A flexible solution allowing for future change • A common system for all business functions • Business wide finance policies and procedures • Business wide data integrity • Flexible reporting • Integrated forecasting and budgeting • Best practice processes • An intuitive system that is easy to use
Selecting an ERP
• Mapped business process • Developed our requirements • Assessed products
Why IFS?
• Wide range of functionality • Good people • Industry experience • Excellent customer reference
What we implemented
• Finance • Manufacturing • Distribution with Cedar Bay • CRM
Discovering ICB
• Prep-work – Swim lane diagrams – Sample reports – Process outlines
• Meet the IFS team • Internal catch up meetings • Newsletter
Outstanding issues – the big 4
• Revenue and Customs (Excise Duty) • Recipes • Rebates • Racking (Warehouse management)
Learning
• Go live target • Training and workshops • Documentation • Potential solutions • Internal work shopping
Finding solutions – Case Study Warehousing
• Previous WMS – Bespoke – Unintegrated – No integral stock rotation
• Warehouse block stacked • IFS functionality less flexible
Issues
• Identifying containers of stock units
• Duty flag
• Access
Solutions
• Lot/batch number as unique identifier
• Condition code
• Racking
Cedar Bay
• Data Collection solutions providers • Solution manages multiple IFS screens in
one scan • Selects IFS process dynamically • Flexible to our requirements • Easy to configure
General Challenges
• Super users • Other changes in ICB • Consultancy hours used early • Availability of consultants with specific skill
sets
Lessons Learned • Less consultative with users • Push harder for support – or give it! • Keep additional changes to a minimum • Don’t underestimate the volume of data • Manage your expectations • Use consultancy wisely • Raise issues with IFS as they arise – be
honest • If there is online resource, DIY • Don’t leave technical to the last minute
What went well? – Case Study Technical
• Traceability – Inventory catalogued – FiFo Reservations – Issuing performed on RF
• Control – Cannot over issue components – Lab manage Shop Order material
requirements
• Automation – Blending Process reported in IFS – Quality Control reported in IFS
• Data Access – Able to trace quality issues from CO to PO – Records for all QC and Production logged
SUCCESS?
What does success look like?
• Visibility of key management information and a single version of the truth
• A flexible solution allowing for future change • A common system for all business functions • Business wide finance policies and procedures • Business wide data integrity • Flexible reporting • Integrated forecasting and budgeting • Best practice processes • An intuitive system that is easy to use
What next? • Payroll • HR • Projects
– NPD – Marketing – CapEx
• Maintenance • Advanced Planning • Development
Summary • About ICB • ICB’s requirements • Choosing an ERP • First Steps • Challenges • Solutions • Lessons Learned • Success Story • Next Steps
