integrating uid compliance into operational processes david barks radley corporation
TRANSCRIPT
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Integrating UID Compliance into Operational Processes
David BarksRadley Corporation
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Session Overview• Business Process Management– What it is, how its done
• Process Consolidation– Manual and automated
• Integrating UID compliancy into your material management process
• Inventory accuracy improvement techniques– Using process consolidation
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Business Process Management
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Business Process Influencers• Industry/regulatory requirements
• Certification to standards• Safety
• Internal influences, culture, legacy processes• Management style• Department segmentation
• Business applications• Transactional sequence requirements
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Business Process Management• BPM-what is it?– A systems approach to an organization's processes– Combines information technology with employee
activities and work processes– Focuses on effectiveness, efficiency and flexibility
• BPM Life Cycle– Design, model, execute, monitor and optimize– Supports continuous improvement
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Business Process Management• How do you start?– Needs management sponsorship• Define/clarify organizational goals
– Build cross-department team• A team of advocates with a goal• Change resistors need not apply
– Assessment of current processes
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Current Process Assessment• Department leadership interviews– Review management goals– Define department goals and expectations
• Define process ownership by department• Staff interviews– Review and document existing processes here!– Ask for process improvement recommendations
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Current Process Assessment• Determine cross department duplicity– Sweat these details
• Identify business process integration candidates– Goal is consolidation of processes
• Begin business process mapping process
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Business Process Mapping• Clarify and document processes• Focus on the 80% first– Map exceptions later
• Handle as is for now
• Maps should start at a high level first pass– Detail during subsequent passes– It will take several iterations to capture details
• Document cross department process interrelationships
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Sample Process Map
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Sample Process Map
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Sample Process Map
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Process Consolidation
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QUALITY ASSURANCE
Manual Entry of Data Quality Department
ASSET MANAGEMENT SYSTEM
Manual Entry of Data Property Administrator
PO RECEIPT/PURCHASING
Manual Entry of Data Receiving Department
UID REGISTRY
Manual Entry of Data Property Administrator
Sample Asset Management Processes
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Enabling Process Consolidation• Processes have been identified and mapped• Cross department duplicity is documented– Redundant data entry at multiple touch points• Same data, different systems
• Potential consolidation candidates have been identified
• Automated or manual consolidation– Probably a mix
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Manual Consolidation Techniques• Staff cross training on multiple business
systems that require updating• Reduce in-process touch points• Eliminate legacy procedures– Make sure there is a legitimate and needed reason
things are done a certain way
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Manual Consolidation Techniques• Breakdown cross department barriers– Are your departments silos?– Or are they integrated?
• Identify pilot processes to integrate– Avoid the big bang approach– Start small, build to big
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Automated Consolidation Techniques• Driven by technology• Requires integration of disparate systems• Many integration approaches– Enterprise application integration• Application to application integration
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QUALITY ASSURANCE
Integrated Data
UID REGISTRY
Integrated Data
ASSET MANAGEMENT SYSTEM
Integrated Data
PO RECEIPT/PURCHASING
Manual Entry or Scanned Data Receiving Department
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Automated Consolidation Techniques• Automated data collection technology– Barcode scanning, RFID
• Reduces business application customization• Significant flexibility• Roll out incrementally• Many vendors to choose from
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Integrating UID Compliancy into your Material Management
Process
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QUALITY ASSURANCE
Manual Entry of Data Quality Department
ASSET MANAGEMENT SYSTEM
Manual Entry of Data Property Administrator
PO RECEIPT/PURCHASING
Manual Entry of Data Receiving Department
UID REGISTRY
Manual Entry of Data Property Administrator
Sample Asset Management Processes
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Basic Integration Requirements• Business rule mapping to specify which assets
require registration– Can be done by asset management system or by
UID integration module– Push or pull
• Auto generation of Construct 1 or Construct 2 IUID
• Determine whether to auto update or batch upload UID Registry
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Basic Integration Requirements• Read/write required data into UID registry– Register new IUID records– Look up data about existing records– Change existing records
• IUID label printing and verification
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PO RECEIPT/PURCHASING
Scanned Receiving Department
ASSET MANAGEMENT SYSTEM
Scanned or Pulled Data
UID REGISTRY
Scanned or Pulled Data
QUALITY ASSURANCE
Scanned or Pulled Data
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Inventory Accuracy Improvement Techniques
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Increasing Inventory/Asset Accuracy• Use barcoding or RFID– Manual entry is inherently inaccurate– Relies on human decision making
• Don’t count on physical inventories to keep you accurate– Typically done yearly– More of an accounting function
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Increasing Inventory/Asset Accuracy• Segment inventory/assets by:– Financial value– Critical needs value– Theft probability value– That leaves the rest
• Focus on the top 20-30% in value terms• Consolidate processes around these first– Expand to other
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Increasing Inventory/Asset Accuracy• Begin/increase use of periodic counts– Cycle counts– Spot counts – Forced counts
• Combine counts with other inventory transactions:– Putaways, moves, issues
• While you’re there, do more!
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Automated Notifications• Use at any touch point• Send email, text, instant message, image• Notify on:– Specific asset/inventory arrival, move, miscount,
damage, missing, UID registration exception– Overage/underage of critical material
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Questions?