a wms and much more. a case study:

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1 A WMS and Much More. A case study: Implementing an Entire Supply Chain Suite Steve Calloway Sr Project Manager INFOR March 19, 2007

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1

A WMS and Much More. A case study: Implementing an Entire Supply Chain Suite

Steve Calloway

Sr Project Manager

INFOR

March 19, 2007

2

A WMS and Much More. A case study: Implementing an Entire Supply Chain Suite

THE BIG BANG APPROACH

2007 by Steve Calloway

3

WHY THE BIG BANG APPROACH?

Warehouse closure

Current software solution not supportable

4

IMPLEMENTATION TIME LINE

Project Kickoff in April 2006

Go Live Warehouse One – October 2006

Go Live: Warehouse Two - January 2007

5

PROJECT SCOPE

Enterprise Resource Planning System

Warehouse Management System

Order Entry System

Interface Solution

Demand Planning

Reporting System

6

INFOR ORGANIZATIONAL STRUCTURE

Program Manager

Project Manager Enterprise Resource Planning

Project Manager Warehouse Management

Project ManagerOrder Entry System

Project ManagerCorporate Reporting

Project ManagerDemand Planning

Project ManagerInterfaces

7

THE FACTS - BUSINESS

Approximately 900 Customers

30 Routes per day

8 Orders per route

80 lines per order

7 X 24 Operation

8

THE FACTS – WAREHOUSE ONE

Warehouse Size – 200k sq ft

Freezer / Cooler / Dry

Locations – 4500 (Bulk / Pick – Piece)

SKUs – 600

Transactions – 20,000 Line / Day (Outbound)

Number of Floor Personnel – 45 to 50

9

IMMEDIATE “OPPORTUNITIES”

Hardware

Software (Proprietary / OS / Security)

New Warehouse

Personnel to support effort

Go Live Date – “SeemLess Solution”

10

HARDWARE

Server Infrastructure

Number of Servers

Number of Environments / Set-up

Application Software Implications

Server Sizing

Procurement as soon as possible

11

SOFTWARE

Software Solution

Enterprise Resource Planning Application – New

Warehouse Management Application – New

Interface Solution – New

Order Entry System - Build to suit

12

WAREHOUSE

Current warehouse scheduled be torn down

New warehouse availability uncertain

13

PERSONEL TO SUPPORT TOTAL SOLUTION

Division of duties

Regular Jobs

14

REVISED PROJECT SCOPE (Initial)

Enterprise Resource Planning System

Order Management System

Warehouse Management System

Interface Solution

Event Monitoring System

15

SEQUENCE OF EVENTS

April 2006: Kickoff

May 2006: Solution Design

June 2006 - Customization

July 2006 – Customization

August 2006 - Customization

16

SEQUENCE OF EVENTS

September 2006 – Unit Testing

October 2006 - Unit Testing

November 2006 - Receiving Go Live

December 2006 - Shipping Go Live

(Partial)

January 2007 - Full Go Live

17

ISSUES

System Performance

What we didn’t know

18

POSITIVE ASPECTS OF THE PROJECT

Senior Management Participation

Expectations Clearly Articulated

Solution Team Integration

Knowledgeable Client Personnel Experienced Software Team

Flexibility

19

LESS POSITIVE ASPECTS OF THE PROJECT

Senior Management Participation

Expectations Clearly Articulated

Solution Team Integration

Knowledgeable Client Personnel Experienced Software Team

Product Maturity

20

Overall Grade

B-

21

LESSONS LEARNED

AGREE ON EXPECTATIONS

LISTEN TO EVERYONE

BE “SMARTLY” AGGRESSIVE

KEEP IT SIMPLE AS POSSIBLE