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This project was intended to create a new solution that will
alleviate the backlog of production activities for the
production of pre-fabricated concrete buildings. The core
J.D.Edwards system which does not have these capabilities
creates an opportunity to alleviate a mission-critical business
process. A client-server application designed to operate
with a MS Access
order management application will comprise of a set of order
management, customer management, and scheduling module will
serve the needs of production planners to assess, identify,
plans and schedule orders while ensuring that participating
departments receive their proper status, and have the capability
to communicate critical business, regulatory and quality
assurance data to ensure the complete delivery of valuable
orders. This order management process, it enhanced by the
use of user centric data entry forms,
detailed process reports, workflow-based processing, coupled by
a comprehensive search tool
that allows rapid access to the entire collection of order data
- including order notes, products and status information.
A DASHBOARD model was adopted to help the sales
and office personnel to engage operations in a far more
responsive manner, by employing status or departmental centric
order lists that enhance the way the user conducts business and
accomplish tasks on a daily basis.
The system features include:
|  | Single tabbed interface |
|  |
Comprehensive customer editor |
|  | Customer centric contact list |
|  |
Project based order management |
|  |
Workflow based processes |
|  | User specific security |
|  | Dashboard technology |
|  | Standardized reports |
|  | Advanced search tool |
|  | Transaction history |
The tabbed interface organizes information so that the user may view order
information in an organized fashioned without the added confusion of notes, or
historical data. TRANSACTION HISTORY was added to enable users to view the
various activities that have occurred on an order. This helps to maintain
a progressive view of the evolution through various STATUSes of an order, which
offers enhanced service support ensuring timely delivery, and to address product
specific REGULATORY requirements. By integrating an
OUTLOOK type GUI model, the application adopted an enhanced approach to task,
status and workflow driven work processes. The DASHBOARD mechanism embedded into the
OUTLOOK model allowed the user to quickly traverse orders, status and customers
in a cohesive representation. It is designed to list customer data ordered
by status and activity. A CONTACT EDITOR was introduced to help manage
contact information resembling the model used in VISTA which is more friendlier
and useful. The same approach was adopted in the PROJECT EDITOR
which allowed the user to view a project with accompanying product orders in an
ordered fashion.

A SCHEDULE EDITOR module was added to help
regulate the flow of work on a daily basis, to ensure the completion of each
stage of the product assembly, to alleviate production bottlenecks, to improve
the allocation of multiple plant resources and to ensure the timely delivery of
mission-critical buildings. Coupled with user-centric tasks, dynamically
updated STATUS (by involving multiple departments), the overall system ensures
that all work is documented, accommodates changes and is properly regulated. To accommodate the large volume of project retrieval, a
SEARCH tool was introduced which is designed to search through
layers of projects, products, contacts and notes. Enhanced reports were
used by reusing the same reports with various rendering were employed to reduce
the number of report templates typically required in traditional ACCESS
applications, by simply manipulating queries and report controls.

An improved WORKFLOW logic was introduced specifically to ensure as production
changes, varying from customized product items, regulatory needs, installation
specifications are applied to the order, the order record is routed appropriate
through participating departments such as ENGINEERING or LOGISTICS to ensure
that the order may be completed successfully. The integration of
best-practiced
CHANGE CONTROL principles were put into place to alleviate the lack of
documentation, and for the eventuality of SIX SIGMA certification.
The application is also integrated closely with the J.D.Edwards host database
where orders are generated initially, and states are updated to facilitate both
enterprise resource planning and sales performance needs. This ensures
that all production activities managed through the application communicates
critical data to core business systems to reduce the impact overall corporate
performance. ETL functions were put into place to streamline the process
of data the data exchange and ODBC-direct communication was used to upload
status information. An IMPORT WIZARD was also created to allow the rapid
integration of external data and link them to individual order records.
Data and integration with Lotus Notes, PC-Miler and SalesLogix centralizes many
of the operations while focusing the work-load of the user while reducing
inefficiencies made possible by disparate systems.
This application represents the first of many
operational enhancements that will support the long term needs of the
organization that can be developed, deployed and integrated rapidly with ease
and while ensuring the highest level of interactivity. Users who used to
spend half a day organizing operational data at the beginning of the week will
resolve to use this application that decomposes their work load to a
week-to-week or day-to-day productivity schedule. The OUTLOOK model
combined with SCHEDULING enables managers to view production activity and
decompose them along an linear time-frame. A series of automation coding
was introduced to help organize, schedule, render and validate ordering to
ensure all items are delivered on time, with the highest quality and by
overcoming problems that could not be properly documented across a
multi-dimensional data structure such as a collection of EXCEL, WORD and NOTES
documents. |
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An N-Tiered design was adopted for this application to enable
agent and external tools to service orders and manage workflow
processes. The underlying data-driven tables and object
enables statuses and workflows to be updated without any code
changes to the programming. The WEB SERVICES framework was
adopted to enable 3rd-party applications to interact with the
application with ease and integrate business rules to retain
operational integrity.
The BACKLOG system contained a complete set of order data
which is not available in the J.D.Edwards source.
Therefore, the customer chose to use the application to create
an ORDER quickly and inherit all of its operational data in
order to overcome repeated data-entry, and link key elements
such as customizations, measurements, quality control load
characteristics and accounting information. A NEW ORDER
WIZARD was created to alleviate this function and extend all of
the order characteristics, while the original order integrity is
retained. This time-saving function enabled sales
personnel to create orders rapidly using existing
characteristics with ease.
Another important feature of the application is the embedded
journalizing and logging which enabled uses to track their
activities throughout the lifecycle of the order. This
also provided them the ability to track changes applied to
specific fields and measure specific cycles of activities such
as the number of CUSTOMER APPROVAL events and ENGINEERING
DRAWING reviews. This was a valuable service for the
customer to institute accountability upon internal and external
resources such as STATE agencies, SUPPLIERS, 3rd-party
ENGINEERING firms and the CUSTOMER (who is accustomed to making
changes due to a number of reasons) . Therefore statuses
such as HOLD, NON INSTALLs, DELAYs are tagged with specific
REASON CODES to enable managers to track reasons for
non-delivery or non-performance. REASON CODES enabled
managers to report on the problems due to range of real-world issues such
as WEATHER, SITE PREPARATION, ORDER CHANGES and SHIPPER
DROP-OUTS.
The most useful function of the user JOURNAL is to enabled
user to recall any activity throughout a busy and long work day.
Two views were created to facilitate this need. The
JOURNAL view lists all activities such as RECORD creation, DATA
changes such as DATES, NAMES, DIMENSIONS, TEXTURES and so on can
be traced. The HISTORY view is confined however to an
order level which tracks STATUS changes only. These
organized views provides users the ability to get to historical
information quickly and search specific records with ease and
accuracy. This feature served the requirement for CHANGE
CONTROL and re-aligns the PROJECT MANAGEMENT that was disparate
throughout the departments
The predecessor of the application were a set of highly
customized EXCEL documents that contained color and various
character codes that represent a work or status.
These work characteristics were integrated directly into the
BACKLOG application to ease the transition from an EXCEL
platform into a highly functional database which is able to
track changes and provide critical reporting. A GRID
control was used to serve as the platform in which operational
views could be rendered efficiently and provide useful features
such as SORTING and FILTERING. This enabled managers to
operate with discrete data and make appropriate changes such as
SCHEDULED DATES, FREIGHT CONFIRMATION and other critical
operations. One of the views was designed exclusively to enable
PLANNERS and SCHEDULERS to provision activities quickly because
color-coded records provided them visual queues on the status of
the record.
A function was built for the WARRANTY department to enable
the user to service post-production activities. Problems
such as damages, and defects are tracked within orders to enable
corporate user to examine the warranty inquiries submitted by a
customer for a delivered building. It also enabled them to
select a CUSTOMER and view all warranty service orders applied
to the selection.
The underlying legacy system which consists of J.D.Edward,
Notes and SalesLogix does not provide order or activity based
contact management. This application enables users to link
a resource such as a SHIPPER, INSTALLER, ENGINEERING firm or
SUPPLIER. This application combines all of the contact
functions that are fairly limited in its legacy system into a
centralized service that provides traceability, accountability
and metrics.

Another useful feature of the application is the availability
of commenting based on an order status, a REASON CODE or other
application entities such as a CONTACT or CUSTOMER. The
underlying host systems provided very limited functionality in
this area, and the CXT BACKLOG application extends the SEARCH
and REPORTING function that is not available elsewhere.
An extensive set of operational, status, historical and
financial reporting was put in place to provide user effective
views of their progress and work efforts. Traditional
detailed, aging reports, error and charts were created to make this
application highly functional. Metrics based reporting
includes key performance indicators, problems and outages that
allows managers to identify and resolve problems quickly,
alleviate by a host of useful tools such as TIMELINES, PLOTS and
PIE CHARTS. Financial reporting has also been integrated into this
application to enable managers to ensure that orders are
completed, delivered and serviced accordingly while ensuring its
financial integrity.
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