Ensure the right Inventory at the right place, on time, and every time Joseph Grobler Reveal USA Premier Sponsor Platinum Sponsor Produced by: Basic hypothesis There are inefficiencies within all functions of the supply chain It is understood that the chain is only as strong as the weakest link, yet few organizations are able to link together the functions in an integrated way and root out the inefficiencies one at a time, while validating the strengthening supply chain SAP’s real strength lies in its integration capability Implementation decisions, individual’s understanding, knowledge of what the system has to offer, and daily working with the SAP system all have the ability to overcome the inefficiencies This session helps you to identify where you can reduce costs and strengthen your supply chain 2 2 Issues within a typical maintenance MRP engineering SC • • • • SUPPLY SUPPLIER • Late deliveries • Incomplete deliveries • PO # not reflected • Delivered to the wrong location 3 Not trusted Not used Not understood Not working correctly DEMAND WAREHOUSE • Non-moving parts • Incorrect parts held • Poor stock counting • Use obsolete stock • Issues without reservations PROCUREMENT • PO after the fact • Unprocessed purchase requisition • Undelivered PO • Incorrect supply lead times • Delivery date not aligned with reservation requirement date • Manual purchase orders MAINTENANCE • No forward planning • Buy now, order later • Free text purchases • No reservation • Re-open work orders for stock adjustments • Poor specifications • Lack BOMs • Satellite, Squirrel, or Magpie stores • Add new requirements to old requisitions • Rotable/Repairable process is an ongoing challenge What I’ll Cover Standard SAP tools to optimize Supply with Demand Purchasing practices that optimize inventories and improve service levels Maintenance tools and practices that support supply Key points to Take Home Questions What I’ll Cover Standard SAP tools to optimize Supply with Demand Purchasing practices that optimize inventories and improve service levels Maintenance tools and practices that support supply Key points to Take Home Questions Integration Using Standard Control the Master Data Tools Process Performance Exception Monitoring 6 Master Data Inventory Analysis Inventory Analysis Value Funnel • Working outside SAP • Outdated data • Transact different to expectation • Manual intervention • Customized reports • 3rd Party alternatives Information Ownership Grouping & Prioritizing EXCEPTION MONITORING PROCESS PERFORMANCE ANALYSIS TOOLS Report Frequency • • 7 Stocking Policy • Lot sizing • Lead Times • ATP rule • MRP Controller Groups • BOM’s Recipes Business Value • • • • • • • Stock Service Cost Revenue Information Flexibility Optimization Exception Management in Supply 8 Demand Over / Under 6 7 ATP Rules MRP Actual Inventory Expedite 3 Finish 4 Supply 5 MRP Planned Order Purchase Requisition Proposal BOM Schedule Start Process/Production Order Purchase Order 8 1 Sales Production Maintenance Integration Plan Can’t plan Production Schedule 2 Schedule Firming Exception Management on Supply activity Often the exception messages are: Ignored Not understood “It does not reflect our business” 9 The system is telling you that the strategy and the rules you put in place are not correct, or not being adhered to. The system is attempting to ensure the integration and the transactional automation. Works Order Monitor Not Started 10 Partially Complete Complete Inventory Availability for Works Orders Non-Availability Works Order Requirement Qty Available Qty ATP Message Required Date 11 Service Order Monitor 12 Process Analysis Tools and Graphs 13 Display Work Orders Graphs that look Back and Forward Future behavior based on planned requirements Past consumption based on historic activity Make changes and rerun the future plan to find the ideal fit 15 We continue to work outside the system Plan Execute Analyze All within the system Increased Effort and Cost • Working outside the system • Working outside of integration • Very high manual activity (correction and fix) • Weak audit trails and transparency • Nonstandard customization 16 Information Maturity in the Supply Cain 2 1 Data Integrity Open Transactions l Overdue Transactions On time Transactions l Real-time transactions Single Data Source DataCleansing and Process l Data Accountability Inside the System Frequent l Communications Exception Monitoring Cooperation Data Accuracy Data and Process Accountability User Confidence Lead Time Accuracy HOUSEKEEPING l l l l l l l l 4 3 Business Rules Process Optimization Integration Data grouping(MD07) Groups and priorities Exception management MRP rules plans Maintenance ATP management Work Shutdown management Lead Time/s Customer service Service Levels Master data management Exceptions KPI management Master Data Automation lPM value chain time reduction lPMLead strategies Enhanced process lLong term planning Enhance existing lOperational planning functionality Priority model Collaboration l Scheduling model ‘Plan Do Review Revise’ Walk down management Tagging of problems Workshops & Services Refurbishment Permit management ‘Commonality’ Control over work Control over contractors l Increase Service Levels Control over costs Improve OEE l Increased Revenue Improve ROI l Improve Reducelabor Valueutilization of Stock Increase service l Improve Reducemanagement Operating information (Visibility) Costs l Set new targets FUNCTIONALITY BUSINESS VALUE INTEGRATION Business Value OWNERSHIP, ACCOUNTABILITY, and GOVERNANCE Get what was implemented to work as intended. Get the processes integrated copyright © 2008 Reveal. All rights reserved. 17 Get the system to work for you, rather than you working for the system Get the system to work for your business. Set VALUE targets and achieve those targets, using your system The right approach What I’ll Cover Standard SAP tools to optimize Supply with Demand Purchasing practices that optimize inventories and improve service levels Maintenance tools and practices that support supply Key points to Take Home Questions real VALUE to business Purchasing Practices That Inflate Costs and Inventory Top five purchasing practices that inflate costs and inventory are: 1. A disjoint between supply and demand in the supply chain. Exception 2. 3. 4. 5. 19 message prove this. Accountability for inventory levels. Warehouse, purchasing, or maintenance? Access to do MRP Master Data maintenance. Centralized or decentralized. Manual creation and modifications to Purchase Orders. Blanket Purchase Orders are a big contributor. The MRP strategy as maintained in the Material Master Data. Often these don’t achieve the desired results 19 The Power of Visualization provides a compelling argument in managing and making business decisions when organizations learn to use the visual tools and reports that are standard in the system they already have Are managers using the system as effectively as they could be? 20 Using the Past to Interpret the Performance Consumption is predictable If consumption is so predictable, why do we supply in such an unpredictable way? • Varying lot sizes • Varying cycle times 21 21 Predictable, Yet Out of Control • High inventories • Confused suppliers Although predictable in consumption, this process is completely unstable and out of control on the supply end. What will happen next? 22 22 Stock Optimization – The Opportunity • V1 • ERSA • LT is 115 days Max Stock ROP How are we controlling this? Stock Optimization – The Opportunity • V1 • LT is 35 days • Class A Material Max Stock ROP Regular Stock outs Can we improve this? Stock Optimization – The Opportunity Dead stock value = ???? • V1 • LT is 35 days • Class A Material Max Stock ROP Regular Stock outs Dead Stock 2. Pressure from Within the Organization Very often buyers have no say in the matter, and inflation of inventories is out of their control 26 Engineering/Maintenance set the target stock figures An unrealistic or ever changing Maintenance Demand Weak preventative maintenance planning Unreliable inventory accuracy An email instruction from someone in Maintenance Parts are delivered by the supplier before a requisition is created MRP / ATP and supplier lead times are poorly managed, especially with interdependent supply chains 26 ATP Across Interdependent Plants Suppliers 5 days RFQ Reservation Triggers System Requisition Created Purchase Order to Supplier Procurement 30 days Supplier Lead Time Plant ABC Shore Base PD Shipping Vessel ? 2 day GR Lead Time 7 days Delivery Lead Time Central Platform PD ? 2 day GR Lead Time Plant WXY TRLT = 46 working days 27 TRLT = Total replenishment lead time 27 Supplier Lead Times are poorly managed How are your suppliers performing? ≥ 4d early 1-3d early 0-5d late 6-10d late > 10d late Very Late Delivery On Time Delivery Very Early Delivery 48% late 19% on-time (or is it?) 33% early – inventories are inflated 28 28 3. ERP or SAP Deficiencies When the power of SAP’s “business” solution is not understood, the system is often seen only as a transactional “IT” solution. This is possibly the greatest contributor to inefficiencies and cost in the supply chain. MRP is primarily used to propose planned orders and purchase requisitions o Yes, some organizations actually create a planned order for something they intend to purchase externally Spreadsheets are still the order of the day to calculate supply quantities Third-party systems are used to calculate safety stocks and order quantities in an “automated” fashion Purchase orders are manually created from the purchase requisition Safety stock is used as a reorder point 29 29 30 Get the Value by Controlling the Supply • • • • • Predictable consumption Smaller lot sizes Controlled cycles Lower inventories Higher turns This SAP organization achieved an overall inventory savings of > 40% Achievable with high moving consumable parts 30 What I’ll Cover Standard SAP tools to optimize Supply with Demand Purchasing practices that optimize inventories and improve service levels Maintenance tools and practices that support supply Key points to Take Home Questions Management of Maintenance activities FTM, CBM With accurate and well managed Maintenance data Purchasing and supply are able to provide a much better service and inventory availability Break Downs, Others Direct Backlog Work management • • • • • • • Slide 32 Housekeeping Work types Master data Approvals Dates Priorities Basic design Capacity evaluation • • • • • Housekeeping Capacity available Load distribution Responsibilities Basic design Planning Board Scheduling model • • • • • • • • Housekeeping Future outlook Managing system Schedule lock Relationships Break-ins Confirmations Material availability • Housekeeping • Exception • • • • management Balancing schedule loading and break-ins Proactive procurement Status management Settlements & Completion Stock, non-stock, one-time-buys & services • Housekeeping • Requirements planning • Release strategies PM Process Health Check points 1 2 3 1.1 Display notifications 2.1 Display email inbox 3.1 Display failure data & breakdown data 1.2 Display work orders 1.3 Display capacity loading 1.4 Display confirmations 2.2 Display material requirements 2.3 Validate releases 3.2 Display callouts, walk downs, NPR’s 3.3 Display breakdown history NPR = No Planning Required (no work order to follow) Slide 33 1.5 Display settlement balances 1.6 Display costs 1.1 Display Notifications Slide 34 1.2 Display Work Orders Slide 35 1.3 Display Capacity Loading BEHAVIOIR & RISK: •No capacity planning possible •Labour costs and contractor costs will be un-manageable •Resource utilization ineffective Slide 36 1.4 Display Confirmations BEHAVIOIR & RISK: •This is a very old list of confirmations – NO confirmations were done for the selected period •Thus no costs can flow, capacity used cannot be cleared, work orders cannot be closed, schedule attainment not possible Slide 37 1.5 Display Settlement Balances BEHAVIOIR & RISK: •2 days work done already shows an outstanding actual balance •Budget control becomes a problem Slide 38 1.6 Display Costs BEHAVIOIR & RISK: •Actual debits represents material and services only •Cost control will not be effective •Over expenditure can be expected Slide 39 2.1 Display email inbox (SAP, Outlook) BEHAVIOIR & RISK: •Inbox must be managed every day •If this is not done it can lead to schedule break-ins and poor service levels to production Slide 40 2.2 Display material requirements BEHAVIOIR & RISK: •Unsuccessful ordering of spares will lead to poor schedule attainment and can negatively impact production Slide 41 2.3 Validate releases BEHAVIOIR & RISK: •If and when purchase releases are not monitored regularly and purchase requests are not released in time – this will lead to delays in performing necessary maintenance work and ultimately supporting production activities Slide 42 3.1 Display failure data & breakdown data BEHAVIOIR & RISK: •Un-disciplined feedback on equipment failures •Equipment reliability studies and preventive maintenance strategy design and optimization depend on this data Slide 43 3.2 Display callouts, walk downs, NPR's BEHAVIOIR & RISK: •The notification type has been set up to capture events like ‘call outs’, ‘walk down inspections’ and ‘no planning required requests’ provided the coding is available •This type of data will enable much needed control over call outs etc. Slide 44 3.3 Display breakdown history Slide 45 What I’ll Cover Standard SAP tools to optimize Supply with Demand Purchasing practices that optimize inventories and improve service levels Maintenance tools and practices that support supply Key points to Take Home Questions Many people within the organization are introduced to SAP software through training at the transactional level only Create a purchase requisition, do a goods receipt, etc. Very few have a clear understanding of the upstream and downstream functions they impact, or are impacted by Standard SAP tools and reports, which are aligned with integrated business processes and designed to govern master data performance, are not understood or allocated within the supply chain operations Ability to analyze and interpret situations and opportunities, using standard analytic techniques, is not being taught within the integrated supply chain operations Spreadsheet data is used for management reporting, because management often doesn’t even work inside the system 47 47 Objectives: • • • • Put management inside the system Give management the vision and the ability to lead their teams into integration Structure the organization to suit integration Educate the organization on how to monitor exceptions, run reports, and do analysis SAP R/3 HR System Focused education: • • • • • • Integration Exception monitoring KPI-building across integration Reporting and analysis Business-to-business presentation Management in real time Management Dashboard development in SAP NetWeaver® BW Working and Managing Inside the System Exceptions Process Analysis 48 48 • Supply chains are all about moving quantities in time, across an • • integrated supply chain Most organizations are very poor at integrated lead-time management and loose out on the bottom line opportunities as a result Top five causes for inaccurate lead-time estimates are: 1. Master data lead times are the same since “go-live.” Lead times are not challenged and maintained within daily activities. 2. Preventative Maintenance planning is not done inside of SAP, and breakdown maintenance becomes the order of the day. 3. Supplier lead times are set much longer than they need to be to reduce the expediting activity on the buyers, and suppliers don’t deliver to the delivery date. 4. The functions within the supply chain do not follow the plan. • SAP is not working for the business • Customized “Z” reports are developed while standard reports exist 49 49 Supplier Delivery Performance Monitoring 50 Very Late Delivery On Time Delivery Very Early Delivery Only 21% delivered on time • • 49% delivered very early Inventory is inflated 50 After Implementation Errors • In an attempt to fix the post implementation issues, companies continue down the road of poor decisions 1. SAP doesn’t work for our system; we need to bolt on a third-party solution 2. Our lead times aren’t correct; we need to develop a customized program that updates the corrections automatically 3. We can’t manage our supply chain without these customized “Z” reports 4. External non SAP business consulting is what we need to fix our SAP experienced problems 5. Maybe we need to re-implement 51 51 “You pointing at it won’t help!” “I still have to add it to the B.O.M., create a material master and routing, release it twice, stage it, transfer it and confirm it......” “Come back a week on Wednesday!” real VALUE to business Joseph Grobler Reveal USA jgrobler@revealvalue.com Premier Sponsor Platinum Sponsor Produced by: March 27 – 30, 2011 Hyatt Regency Huntington Beach Resort and Spa Huntington Beach, California Premier Sponsor Platinum Sponsor Produced by: