Www.proERP.com . ConsultingProcedure 1 Plan 3 Process Analysis 4 Implementation 5 Delivery 2 ProERP...

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Transcript of Www.proERP.com . ConsultingProcedure 1 Plan 3 Process Analysis 4 Implementation 5 Delivery 2 ProERP...

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ContentsContentswww.proERP.com

Consulting Consulting ProcedureProcedure

1 Plan Plan

3 Process Analysis Process Analysis

4 Implementation Implementation

5 Delivery Delivery

2 ProERP ConceptProERP Concept

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Consulting ProcessConsulting Process

2.1 proERP Structure2.2 proERP Concept2.3 Products Breakdown Structure (PBS) (1)2.4 Products Breakdown Structure (PBS) (2)2.5 Work Breakdown Structure (WBS) (1)2.6 Work Breakdown Structure (WBS) (2)2.7 Organization Breakdown Structure (OBS)2 8 Cost Breakdown Structure (CBS)

1. Plan1. Plan1. Plan1. Plan 3. Process3. ProcessAnalysisAnalysis

3. Process3. ProcessAnalysisAnalysis 4. Implementation4. Implementation4. Implementation4. Implementation 5. Delivery5. Delivery5. Delivery5. Delivery

4.1 Training on proERP Concept ( Panel)4.2 Standard Data 4.3 Customizing Documents4.4 Data Simulation

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5.1 Delivery

2. ProERP2. ProERPConceptConcept

2. ProERP2. ProERPConceptConcept

3.1 Company Information3.2 IT Requirement Analysis3.3 CEO Survey

1.1 Project Organization

1.2 Roles (Company , Client)

1.3 Project scope

1.4 Project schedule

1.5 Project Process

1.6 Project Management

1.7 User Training

1.8 Installation

1.9 Deliverables and Completion of the Project

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1. Plan

1.1 Project Organization

1.2 Roles (Company , Client)

1.3 Project scope

1.4 Project schedule

1.5 Project Process

1.6 Project Management

1.7 User Training

1.8 Installation

1.9 Deliverables and Completion of the Project

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1.1 Project organization1.1 Project organization

Chief of CommitteeCEO

Project Manager

Consulting Manager

Project team Working Group Consulting team Development team

CommitteeTeam Manager

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ConsultingCompany

1) Consulting Manager : Manage the progress of overall consulting works.2) Consulting Team : Carry out consulting works, identify customizing

documents/list and system design. A. Process Diagnosis B. Process Analysis C. Implementation D. Delivery3) Development Team : Add or develop customizing new functions or additional development items to package.

Client

1) Project Manager : Support overall project works.2) Working Group (Manager each department):

A. Supply Data (Consulting Data, System Implementation Data) B. Propose a To-Be Process C. Create Consulting Data (Company Information, Requirement Analysis,

Standard Data, CEO Survey) D. Consulting Document Approval

1.2. Roles (Company , Client)1.2. Roles (Company , Client)

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Standard data 11 Sales2

2

Production Management 3

3 Design44

Materials Management 5

5 Cost66

Accounting77 H/R8

8

Management Information9

9 GeneralManagement10

10

1.3 Project Scope1.3 Project Scope

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Stage name Detail 1 M 2 M 3 M 4 M

1W

2W

3W

4W

1W

2W

3W

4W

1W

2W

3W

4W

1W

2W

3W

4W

PlanKick-Off Meeting

Consulting Plan

proERP ConceptproERP Structure

proERP Concept

Process Analysis

Company Information

IT Requirements Analysis

CEO Survey

Implementation

Standard Data

Customizing Documents

Data Simulation

Delivery

User training

Integration Test

Final report

1.4 Project Schedule1.4 Project Schedule

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1.5 Project Process1.5 Project Process

1. User training 2. Integration Test 3. Final report

1. Standard Data

2. Customizing

Documents

3. Data Simulation

1. IT Requirements

Analysis

2. CEO Survey

Project Manager (Client) Process Owners and

Working Group

Process Owners and Project Team Lead

Submission & Approval Report of the Meeting

Submission & Approval Report of the Meeting

Catch up Schedule

Submission & Approval Report of the Meeting

Final Report

Submission & Approval Report of the Meeting

Catch up Schedule

Plan proERP Concept Implementation DeliveryProcess Analysis

Project Manager (Client)Process Owners and

Working Group

1. proERP Structure

2. proERP Concept

(PBS, WBS, OBS, CBS)

1. Kick-Off Meeting

2. Schedule

3. Company Information

4. Organization

Submission & Approval Report of the Meeting

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Schedule management and communication plan1. Responsible: Project Manager2. Creation time : Weekly (Created on every Friday and notified to consulting team on Saturday)3. Major works

A. Submission & Approval B. Report of the Meeting

C. Catch up Schedule

ClientClient

1. Responsible : Consulting Manager2. Meeting time : Weekly (Day and time will be discussed by client)3. Meeting subject A. Submission & Approval B. Report of the Meeting

C. Catch up Schedule D. Final Report

ConsultingConsultingCompanyCompany

1.6 Project Management 1.6 Project Management

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1.7 User training1.7 User training

Training Training TypeType

1. Training of proERP concept : Explanation of basic concept and implementation method2. Training of process : Whole project / Manufacture / Sales / Material Process3. Training of operating : Explanation of operating and video

TrainingTrainingMethodMethod

1. Training of proERP concept : PowerPoint, Sample Product (Electric Panel)2. Training of process : Process Chart3. Training of operating : proERP S/W , Video Lecture, Manual, Remote Call, Real Cases

TrainingTrainingTargetTarget

1. Training of proERP concept : Client Working Groups , Project Manager2. Training of process : Client Working Groups3. Training of operating : All User ( Each Module , Each Department)

TrainingTrainingTimeTime

1. Training of proERP concept : 1 day (8 hours)2. Training of process : 1 day (8 hours)3. Training of operating : 1 month ( two days per week) (64 hours)

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1. System installation time A. Standard data creation (Refer to slide ‘4. Implementation ‘) B. Sample data simulation

1.8 Installation1.8 Installation

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1. Final Report A. Final Consulting Report

2. Delivery Method A. Final Report Delivery Confirmation B. Final Signature

1.9 Deliverables and Completion1.9 Deliverables and Completion of the Projectof the Project

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2. proERP Concept

2.1 proERP Structure

2.2 proERP Concept

2.3 Products Breakdown Structure (PBS) (1)

2.4 Products Breakdown Structure (PBS) (2)

2.5 Work Breakdown Structure (WBS) (1)

2.6 Work Breakdown Structure (WBS) (2)

2.7 Organization Breakdown Structure (OBS)

2.8 Cost Breakdown Structure (CBS)

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2.1 proERP Structure2.1 proERP Structure

• OBS : (Organization Breakdown Structure)

• WBS : (Work Breakdown Structure)

• PBS : (Product Breakdown Structure)

• CBS : (Cost Breakdown Structure)•CBS

•WBS

•PBS•OBS

•PM•M/S SCH’

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•CBS

•WBS

•PBS•OBS

PM

M/S SCH’

proERP consists of four structure concept, in order to breakdown the activities of the company

▪ OBS : (Organization Breakdown Structure)It rearranges the entire structure to center on business operation and conveys the data easily.

▪ WBS : (Work Breakdown Structure)It proceeds in a top-down method grouping every activity in order to conduct assigned projects systematically..▪ PBS : (Product Breakdown Structure)It develops the products of assigned project step-by-step basis to facilitate easy production and system management

▪ CBS : (Cost Breakdown Structure)It proceeds in top-down method by grouping every account and manufacturing cost system..

2.2 proERP Concept2.2 proERP Concept

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2.4 Product Breakdown Structure 2.4 Product Breakdown Structure (PBS) (1)(PBS) (1)

Image

Ex) Standard Items :AP010000016 A/C COMP.ELEC.PANEL

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Material Group Product Code

JUNCTION BOX

ELEC. HEATER PANEL

DUCT HEATER PANEL

ALARM MONITOR PANEL

GROUP STARTER PANEL

IND. STARTER PANEL

PROV.FAN.ELEC.PANEL

PROV.COMP.ELEC.PANEL

A/C FAN ELEC.PANEL

A/C COMP.ELEC.PANEL

Production Name

P1010AP100000011

P1010AP090000001

P1010AP080000001

P1010AP070000001

P1010AP060000001

P1010AP050000001

P1010AP040000001

P1010AP030000001

P1010AP020000001

P1010AP010000016

Progress CodePro. Code

N/PR0900

TRR0800

SPARER0700

AUX. RELAYR0600

M/CR0500

TORR0400

BREAKERR0300

HANDLER0200

MCCBR0100

JBP1000

HTRP0900

DHP0800

AMP0700

GPP0600

IND. STARTERP0500

PFP0400

PCP0300

AFP0200

ACP0100

Code NameCode

MISC.R2800

C.GR2700

B/N/WR2600

FUSER2500

CASER2400

CONTROLLERR2300

TLR2200

TBR2100

EOCRR2000

HOUR METER ®R1900

CAM S/WR1800

LAMP & S/WR1700

PBR1600

SEL. S/WR1500

PLR1400

CABLER1300

TIMERR1200

AMP. MTRR1100

CTR1000

Code NameCode

2.4 Product Breakdown Structure 2.4 Product Breakdown Structure (PBS) (2)(PBS) (2)

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Process Image

① MAT. Arrangement ② MAT. Assembly

③ Test ④ Package

2.5 Work Breakdown Structure 2.5 Work Breakdown Structure (WBS) (1)(WBS) (1)

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Process Series Image Process Series Screen

-15

Test

-5

Package

MAT. Assembly

MAT. Arrangement

-1-4-14Start Date

1DAY/ 1.00

9DAY / 13.00

4DAY/ 0.30

1DAY/ 0.10

Duration

0.101-1Package4  

0.304-5Test3  

13.009-14MAT. Assembly2  

1.001-15Manuf.1MAT. Arrangement

1PANEL TypeP1010

Std. M/H

InitialDate

WorkCenter

PROCESSSer.NAMECODE

Manuf.1

Manuf.1

Manuf.1

2.6 Work Breakdown Structure 2.6 Work Breakdown Structure (WBS) (2)(WBS) (2)

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Organization Image Organization Screen

Management Dept.C11002

Production Dept.P10002

Q.CM10002

Development Dept.

S10002

Rep DirectorA00001

Dep. NameDep.CodeLev.

Kim * *

Development

Shin * *

Rep Director

Lee* *

Management

Bae**

Production

Park * *

Q.C

2.7 Organization Breakdown 2.7 Organization Breakdown Structure (OBS)Structure (OBS)

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CBS Image CBS Screen

Expense82010ExpenseExpense

Indirect Labor Cost81020Labor CostLabor Cost

Direct Labor Cost81010Labor CostLabor Cost

Raw Material Cost80010Raw MaterialMaterial Cost

CBS Name (LEVEL 3)CBS Code (LEVEL3)

LEVEL2LEVEL1

MaterialCost

Labor Cost

Expense

(Product)EX) Mat. Code :AP010000016A/C COMP.ELEC.PANEL

2.8 Cost Breakdown Structure 2.8 Cost Breakdown Structure (CBS)(CBS)

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2.9 Deference MRP and ERP2.9 Deference MRP and ERP

proERP Material Master Product Code : H1110, H1112 Material Code : A001 This is only one material code

Material Code MasterEx) 1. Product1 Code : H1110 Material Code : A001 2. Product2 Code : H1112 Material Code : A001H1110+A001 : H11110A001H1112+A001 : H11112A001

-. Can express PO each BOM -. Can delivery each product -. Exist only one item material code

-. Can not express each BOM -. Can not delivery each product -. Exist same item material code

proERP (WBS/PBS/CBS/OBS)MRP (Material Resource Planning)

Production Schedule

StandardData

MaterialManagement

ProductionPlan

CostMaterial

Design

Production

Sales Cost

- Control project BOM

- Not need MRP

- Product schedule

-. Material Cost (PBS)-. Labor Cost (WBS)-. Expense Cost (CBS)-. Organization Cost (OBS)

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3. Process Analysis

3.1 Company Information

3.2 IT Requirement Analysis

3.3 Products (PBS)

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3.1 Company Information3.1 Company Information

Form Form DownloadDownload

SampleSampleDownloadDownload

CompanyInformationCompany

Information

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3.2 IT Requirement Analysis3.2 IT Requirement Analysis

Form Form DownloadDownload

SampleSampleDownloadDownload

RequirementAnalysis

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3.3 CEO Survey3.3 CEO Survey

Form Form DownloadDownload

SampleSampleDownloadDownload

CEO Survey

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4. Implementation

4.0 Standard Data Schedule

4.1 Company Management

4.2 Standard Organization Code

4.3 Human Resource Management

4.4 Workshop Management

4.5 Warehouse Code Management

4.6 Process Code Management

4.7 Process Series Management

4.8 Item Group Code Management

4.9 Items Code Management

4.10 Standard BOM Management

4.11 CBS Code Management

4.12 CBS Management by Items

4.13 Design Process Code Management

4.14 Design Series Management

4.15 Ship Info Management

4.16 Register of Items Sales unit Price

4.17 Materials Purchase Price Management

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4.0 Standard Data Schedule4.0 Standard Data Schedule

StandardData

StandardData

DownloadDownload

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4.1 Company Management4.1 Company Management

Company Management

Company Management

Form Form DownloadDownload

SampleSampleDownloadDownload

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4.2 Standard Organization Code4.2 Standard Organization Code

Form Form DownloadDownload

SampleSampleDownloadDownload

Standard Organization

Code

Standard Organization

Code

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4.3 Human Resource Management4.3 Human Resource Management

Form Form DownloadDownload

SampleSampleDownloadDownload

HRManagement

HRManagement

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4.4 Workshop Management4.4 Workshop Management

Form Form DownloadDownload

SampleSampleDownloadDownload

WorkshopManagementWorkshop

Management

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4.5 Warehouse Code Management4.5 Warehouse Code Management

Form Form DownloadDownload

SampleSampleDownloadDownload

WarehouseManagementWarehouse

Management

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4.6 Process Code Management4.6 Process Code Management

Form Form DownloadDownload

SampleSampleDownloadDownload

Process CodeManagementProcess CodeManagement

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4.7 Process Series Management4.7 Process Series Management

Form Form DownloadDownload

SampleSampleDownloadDownload

Process SeriesManagement

Process SeriesManagement

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4.8 Item Group Code Management4.8 Item Group Code Management

Form Form DownloadDownload

SampleSampleDownloadDownload

Item Group CodeManagement

Item Group CodeManagement

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4.9 Items Code Management4.9 Items Code Management

Form Form DownloadDownload

SampleSampleDownloadDownload

Items CodeManagementItems Code

Management

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4.10 Standard BOM Management 4.10 Standard BOM Management

Form Form DownloadDownload

SampleSampleDownloadDownload

Standard BOMManagement

Standard BOMManagement

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4.11 CBS4.11 CBS Code ManagementCode Management

Form Form DownloadDownload

SampleSampleDownloadDownload

CBS CodeManagement

CBS CodeManagement

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4.12 CBS Management by Items4.12 CBS Management by Items

Form Form DownloadDownload

SampleSampleDownloadDownload

CBS Management

By Items

CBS Management

By Items

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4.13 Design Process Code 4.13 Design Process Code ManagementManagement

Form Form DownloadDownload

SampleSampleDownloadDownload

Design Process Code

Management

Design Process Code

Management

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4.14 Design Series Management4.14 Design Series Management

Form Form DownloadDownload

SampleSampleDownloadDownload

Design SeriesManagementDesign SeriesManagement

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4.15 Ship Info Management4.15 Ship Info Management

Form Form DownloadDownload

SampleSampleDownloadDownload

Ship InfoManagement

Ship InfoManagement

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4.16 Register of Items Sales unit 4.16 Register of Items Sales unit PricePrice

Form Form DownloadDownload

SampleSampleDownloadDownload

Items Sales Unit Price

Items Sales Unit Price

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4.17 Materials Purchase Price 4.17 Materials Purchase Price ManagementManagement

Form Form DownloadDownload

SampleSampleDownloadDownload

PurchasePrice Management

PurchasePrice Management

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5. Delivery

5.1 Delivery

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5.1 Delivery5.1 Delivery

DeliveryDelivery

ERP Documentation , installation and training, completed and approved

200X XX XX

ABC CompanyABC Company CEO Kim. H.YCEO Kim. H.Y

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www.cad.co.kr

Tel. 051) 803. 5462~4Fax. 051) 803. 5465E-mail : [email protected]

#206 Hyundai Tower Office 690-4, Jeonpo 1 Dong, Jin-Goo, Busan, Korea