How to Gain Efficiency with SYSPRO ERP through Process Reviews

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How to gain efficiencies with SYSPRO

Through Process Reviews

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Fully Leveraging SYSPRO

Types of Process Reviews that we offer

Reasons to consider a review

Customer Example Summary

Agenda

SYSPRO Usage Review Duration of 3 days

Generally Specific

Areas

Types of Process Reviews that we offer

SYSPRO Process ReviewDuration of 5 or more

days

A look at all processes for

potential efficiencies

DeliverablesWritten Summary of findings with recommendations

Presentation of findings

Discussion of the recommendations which can include: Using existing functionality Tailoring screens to Addition of a module Integration to existing or new software Upgrade to the latest version of SYSPRO

Reasons to consider a review

Longtime SYSPRO userProcesses established a long time

ago New Requirements

New Staff

Increased Volume

New Priorities / Key Performance Indicators ( KPI’s )

Inefficiencies

Improvements in processes can become a strategic advantage:

lead to better customer service

Lower stocking levels but have the right product at the right time

Shorter delivery lead times

This is where real ROI can come from!

A customer example

RequirementIntegrate to a Shipping Software – Order Express

BackgroundClient in Health Products Industry

Highly Regulated

80 % of products

serialized 400 Orders per

day

First Engaged in a SYSPRO Usage Review – 2 Processes

Order to Cash

Salesperson Stock

It started as an integration project …

A customer example

Enter Orders ( 400 per day )

Print Delivery Notes to Shipping Department

Shipping write by hand what was shipped on Delivery NoteIncluding Serial Numbers shipped

Delivery Notes given back to AR for Invoicing

5 People doing AR InvoicingCheck each order

Enter Qty and the SN’s Shipped

The Existing Process – Customer Orders

A customer example

The Existing Process – Salespeople Stock

Ship to Salespeople all over Canada / Logical Warehouses for each

Enter OrdersAt zero value

Print Delivery Notes to Shipping Department

Shipping write by hand what was shipped on Delivery Note

AR invoices at zero valueIncluding Serial Numbers shipped

Someone else does credit notes at zero value That moved product back into the main warehouse

Someone else does WH transfers back to Salespersons Warehouse

5 People doing AR Invoicing

A customer example

Issues with the Process

Time ConsumingA lot of manual effort

Prone to ErrorDelivery notes sometimes went missing causing double shipments to

customers and salespeople But invoiced for only one shipment

Sometimes the wrong SN would be marked as shipped in SYSPRO

Incorrect parts sometimes were shipped.

A customer example

Besides the integration to the new Shipping Software

Also designed new Order to Cash & Warehouse Transfer Processes

Each Department in the process given responsibilities within SYSPROCustomer Service

Warehouse / Shipping

Accounts Receivable

A customer example

New Process – Customer Service

Customer OrdersEnter Sales Orders with Ship Qty

Print Order Acknowledgements & send to customer

Warehouse Transferscreate Supply Chain Transfers with ship Qty

Print SCT transfer document and send to Salesperson

A customer example

New Process - Warehouse Supervisor

For both Customer Orders & Warehouse Transfers

Run Back order release

Print the pick list by delivery date

Give to Warehouse personnel to pick

Once Picked do a batch review to attach SN’s to each order

They enter SN’s picked ( not AR )

Print Packing Slip

AutomationPrinting the packing slip sends the shipment info to Order

Express Rate Shopping is done to find the best shipping rate

A manifest is done for the freight supplier

Freight Tracking # written back to the dispatch note in SYSPRO

Once shipped in Order Express it updates the dispatch note to ready to invoice in SYSPRO

A customer example

New Process – Accounts Receivable

AR prints dispatch note invoices via batch printing every 3 hours

Supply Chain Transfers done in batch every 3 hours

For all SCT’s – someone prints the Goods in Transit report and receives the transfers in batch

Using Inventory Movements – transfer the goods into Salesperson WH’s

A customer example

Results

Much more efficient Process

Less Time Consuming Much less manual effort

Reduced demand on staff

Went from 5 people required for AR invoicing to 1. Others able to be

redeployed to do other work

Fewer ErrorsSerial number Data captured at the point of use Reduced transcription

errors Get the right product to the

right customer Elimination of double

shipments

Already working on improving Service Order Process

Service Techs will fill out an excel template Customer Type of Service Hours

Email it in A Process will monitor for

emails Import Order into SYSPRO

Summary

The Value of Process & Usage Reviews

Reviewing your processes and improving them can: Free up valuable resources for value added work

Improve efficiencies

Improve Customer Service

Reduce errors

Pay for themselves and give a great return!

RecommendationsThink about processes which

seem inefficient and manual

Ask for volunteers from each area to seek out process improvements

opportunities

Talk to other SYSPRO Customers SYSPRO Business Solutions

LinkedIn Group

Talk to us Bring issues that you are

having forward Do a SYSPRO Process Review

or SYSPRO Usage Review

Thank You!












How to Gain Efficiency with SYSPRO ERP through Process Reviews

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