collaborative demand portal (cdp). about us… lori mcneely [email protected] ultriva customer...

16
Collaborative Demand Portal (CDP)

Upload: luke-west

Post on 23-Dec-2015

217 views

Category:

Documents


2 download

TRANSCRIPT

Page 1: Collaborative Demand Portal (CDP). About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist 2 Ed Conrey edwardc@ultriva.com Ultriva

Collaborative Demand Portal (CDP)

Page 2: Collaborative Demand Portal (CDP). About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist 2 Ed Conrey edwardc@ultriva.com Ultriva

About Us…

Lori [email protected] Customer Support Specialist

2

Ed Conrey [email protected] Application Consultant

Page 3: Collaborative Demand Portal (CDP). About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist 2 Ed Conrey edwardc@ultriva.com Ultriva

General Webinar FAQ

• If you have a question please use the question box and we will try to go over them at the end

• We will be recording this webinar and will have it available on the help site for viewing in the future http://help.ultrivalms.com/

• The next webinar will be Thursday, March 19th at Noon Central

• We are doing the demos in Ultriva Version 7.7 and higher

3

Page 4: Collaborative Demand Portal (CDP). About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist 2 Ed Conrey edwardc@ultriva.com Ultriva

Ultriva Collaborative Demand Portal Agenda

• What the Collaborative Demand Portal (CDP) is and how it works

• We will have a survey question and will give you the results

4

Page 5: Collaborative Demand Portal (CDP). About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist 2 Ed Conrey edwardc@ultriva.com Ultriva

CDP General Requirements

5

• Customer Kanban Feature

Page 6: Collaborative Demand Portal (CDP). About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist 2 Ed Conrey edwardc@ultriva.com Ultriva

CDP – General Info

• Enables collaboration between the manufacturing plant and the Customer/Distributor of the finished goods.

6

Page 7: Collaborative Demand Portal (CDP). About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist 2 Ed Conrey edwardc@ultriva.com Ultriva

CDP – Advantages

• Provides visibility to your customer’s on-hand inventory • Allows customers to see their order status. • Helps to carry the right mix of inventory at the distribution

center• Plants receive consolidated demand from multiple customers• Supports multiple material flows

• Plant to Distribution Centers• Main Distribution Center to Regional Distribution Centers• Regional Distribution Centers to end users

7

Page 8: Collaborative Demand Portal (CDP). About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist 2 Ed Conrey edwardc@ultriva.com Ultriva

CDP v/s CSP

Difference between Collaborative Supply Portal and Collaborative Demand Portal is who has ownership of the part

– With the CSP - the Buying business unit owns the part – With the CDP - the Supplying business unit owns the part

8

Ultriva Collaborative Supply Portal

Supplier Replenishment Signals

Raw Material Replenishment

Ultriva Collaborative Demand Portal

Customer Demand

Signals

Finished Goods Replenishment

Page 9: Collaborative Demand Portal (CDP). About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist 2 Ed Conrey edwardc@ultriva.com Ultriva

End-End Supply Chain Visibility

• Leveraging Ultriva's picklist to fulfill customer orders will simultaneously backflush inventory and send the demand signal to the supplying business unit with a single transaction

9

Ultriva Collaborative Demand Portal

Ultriva Lean Factory Management

Ultriva Collaborative Supply Portal

Global Supply BaseCustomer

Demand Signals

Finished Goods Replenishment

Supplier Replenishment Signals

Raw Material Replenishment

Mfg

. Ord

ers

Mfg

. Ord

ers

Page 10: Collaborative Demand Portal (CDP). About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist 2 Ed Conrey edwardc@ultriva.com Ultriva

CDP – Adding Customers

• Admin Customer Admin Customer

10

Page 11: Collaborative Demand Portal (CDP). About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist 2 Ed Conrey edwardc@ultriva.com Ultriva

CDP – Adding Parts

11

• Admin Customer Admin Item Add

• Customer Item Data Load • Admin Tools Data Load Customer Item Load

Page 12: Collaborative Demand Portal (CDP). About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist 2 Ed Conrey edwardc@ultriva.com Ultriva

CDP – Associate Customers To Items

• Admin Customer Admin Item More Options Associate Customer Add

12

Page 13: Collaborative Demand Portal (CDP). About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist 2 Ed Conrey edwardc@ultriva.com Ultriva

CDP - Orders

• Orders via Kanban Loop set up with the customer• Customer Orders sent via integration from your ERP (Part

needs to be category of Forecast)

13

Page 14: Collaborative Demand Portal (CDP). About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist 2 Ed Conrey edwardc@ultriva.com Ultriva

DEMO

14

Page 15: Collaborative Demand Portal (CDP). About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist 2 Ed Conrey edwardc@ultriva.com Ultriva

Poll Question # 1

15

Page 16: Collaborative Demand Portal (CDP). About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist 2 Ed Conrey edwardc@ultriva.com Ultriva

For Additional Information

16

Ultriva Inc.1601 S. De Anza Blvd., # 165Cupertino, CA 95014(408) 248-9803www.ultriva.com

Lori McNeelyCustomer Support [email protected](408) 961-2485

Helpdesk [email protected]