Module 1: Estimating

• Information flow
• What criteria would cause a re-estimate of a newly received job vs. Change Order/Alt.?
• Standards setup
• Who has access to edit estimating standards?
• How often are standard rates/times reviewed? Is this a formal process?
• When was the last formal review of estimating standards/rates?
• Are specific item numbers used in standards? (stock, cartons, plates, etc.)
• Estimate entry
• Reports
• How are Estimate printouts used?
• Is Letter of Quote (LOQ) customized?
• Are there any customer specific reports or LOQ needed
• External systems
• Enhancement suggestions

 
Module 2: Order Entry and Job Management

• Information flow – when does a quote become a job?
• How involved are CSR’s/Planners in job tracking?
• What kind of job ticket is used? What is used in the MIS? How are revisions handled?
• What percent of jobs are estimated?
• How much information needs to be entered to produce a job ticket?
• What is the work-flow of a production ticket? Does ticket travel, who prints, how often, is   the final copy filed after completion?
• Where will the data be entered?
• Are there any unique exceptions for specific customers?
• How are Re-Print jobs identified? Spoilage jobs?
• Are there any unique exceptions for internal jobs?
• How are alterations and overs handled?
• Is Scheduling used? Is it effective?
• Looking up job information
• Who has access to job information via the system?
• Reports/inquiries
• External systems
• Enhancement suggestions

Module 3: Purchasing and Inventory Control

• Current inventory management
• Inventory items setup –item types/owned by – department setups
• In-coming raw material processes.
• Purchase Requisitions
• Are limits and approvals in place?
• Purchase Orders
• Who has purchasing responsibility? (titles)
• Receipts – GL updates
• AP Pending process
• Adjustments
• Reports/inquiries
• External systems
• Enhancement suggestions

Module 4: Accounts Payable

• Supplier setup/default GL accounts
• Invoice processing
• PO invoices
• Misc. invoices
• Cash disbursements
• Check layout
• Types of payments
• Payment completion
• Bank Reconciliation
• Reports/inquiries
• External systems
• Enhancement suggestions

Module 5: Shop Floor

• What is the total number of employees entering shop floor data and employee setup
• What method does shop floor use?
• Shop Floor Data Collection
• Labor entries: Chargeable vs. non-chargeable
• Receipt entries
• Material entries
• Shipping details
• How much information do shop employees enter?
• How are production and material usage transaction processed?
• Do shop floor employees have access to other modules in the system? What type of info? How do they use it?
• Reports/inquiries
• External systems
• Enhancement suggestions

Module 6: Order Fulfillment

• Information flow – how are orders received?
• How are orders processed and filled?
• How much information is known and entered at the time of shipment?
• Product shipped?
• Shipping costs?
• Handling fees?
• How are items moved into FG inventory? Any other methods used?
• Are kits used? What types – unassembled vs. assembled?
• Are there any unique exceptions for specific customers?
• External systems used?
• Reports
• Improvement requests

Module 7: FSC and SFI Certification

• Is the organization certified? Last audit date? Recommendations from auditors?
• Information flow – how are orders received? Written procedures?
• How are orders processed and filled?
• How are jobs/products identified in productions:
• Raw material purchase/handling?
• In-production identification?
• Product shipped?
• Finished product storage?
• Billing?
• Are there any unique exceptions for specific customers?
• External systems used?
• Reports
• Improvement requests

Module 8: Accounts Receivable/Billing

• Reviewing job costs
• Customer setup
• Making corrections to cost sheets
• Pre-invoicing
• Invoice entry – job invoices, direct invoices
• Job Close
• AR/Sales reports
• Collection information
• Cash Receipts
• Adjustments
• Other reports/inquiries
• External systems
• Enhancement suggestions

Module 9: Management Activity and Reports

• Critical metric reports
• What are they
• Who gets them
• How often
• What is gained
• Department reporting strategy
• What are they
• Who gets them
• How often
• What is gained
• Reviewing current metric reports
• Sales reports
• Customer reports
• Current status reports
• Production reports
• Manufacturing reports
• External systems
• Enhancement suggestions