SpecSys Project Management

An internal guide to what we do and why we do it

Mission Statement

A full service provider of

project management, engineering, and manufacturing for

fast track projects, systems, and products

Definition of a Successful Project On-Time On-Budget Done-Right Done-Safely

4 Main Categories Expectation Definition Accountability & Project Set-Up Execution Feedback

Estimate

Quote

Award

Expectation Definition

Project Set-Up

Kick-Off

Input Definition

Accountability & Project Set-Up

Planning

Make / Buy

Work Orders Purchase Orders

Work CenterMGMT

Test / QC

Closeout

Project Execution

On-Time,On-Budget

Done-Right,Done-Safe

Status ReportingChange

Project Feedback

BuyMake

no

yes

Estimate Sales provided estimate that

includes 3 key points: Engineering labor Manufacturing labor Materials

This estimate should accurately reflect what it takes to do the project

Even cost + type opportunities should have range type estimate

Tools BOM GS estimate

Quote Price Based on estimate Costs,

Turn-around Time and Market -Place threshold

Effort aimed towards competitive price with revenue goal within SpecSys budget

Sales will contact prospective customer and present proposal identifying the SpecSys price quote for the project proposed.

Tools: Review similar projects for

historic value ex. - PPR’s Rev projections Purchase mat’l & parts quotes Staff expertise W/O comparison - GS

Award

Based on SpecSys proposal Contract /agreement

signed by SpecSys & Customer

PO received from customer

Prep for Demand in GS, Linked to Quote & Estimate

Tools: SpecSys Proposal Final SpecSys /Customer

Contract and/or MOU Purchase Order

Project Set-Up Establish Project in

SpecSys Systems Project # (Acctg) Project Folders (Acctg) Create AZZ W/O’s

(Acctg) Milestone identification

(Sales) Initiate requests for specs,

dwg’s, customer involvement (Sales)

Long Lead items identified (Sales)

Tools: SpecSys Public Project

Folders Access Data Info Sheets GS

Project Kick-Off

Tools: SpecSys Eng/Sales staff Contract/MOU Available Prints & BOM Known Specs (Steel,

Weld, Paint, etc) Project Kickoff Doc

(ISO)

Acountability /Assignments Review project Scope Customer background

info Contract Review Standards Review Estimate Review Customer supplied Mat’l

& Parts identified Names / Contacts

Review Long Lead parts

identified

Project Kick-Off cont’d

Tools: cont’d Vendor Supplied list Project Estimate Analysis

Vendor supply quotes Review customer level

of involvement Milestone review Dates Payment ($ and %) Project Schedule

Identify critical info shortages & responsibility

This meeting allows for critical info transfer to MFG

Input Definition Engineering (effort varies by

project) Creates Prints, Specs &

BOM(GS) Supplies support vendor info Creates GS Supports MFG w/expertise

Mfg (Project Mgr) Loads Parts Master data (GS) Creates Routers (GS) Creates Group BOM’s

This is initial setup for MFG Project Build Process

Tools: Engineering resources GS BOM Group

Planning Critical Project Mgmt focus Logical Project Breakdown Timeline & Project Schedule Create Work Order Groups Review Project Specific

standards Determine Facility &

Equipment needs Determine Purchased Parts

and Required Date

Tools: Project scheduler GS Staff expertise Prints & BOM Exec Summary

Planning cont’d Resource review with Plant

Mgr.(‘s) Priority Info to Plant

Mgr/Leads Schedule Third Party work Lead/Dept morning meetings Schedule weekly client mtg’s Host customer visits Progress Report/Exec

Summary

Make / Buy Create Make Parts Supply

(work orders) Create W/O groups numbers Create Consolidated Matl’s

List for groups Create Buy Parts Supply

(purchase orders) Create/Update Project BOM

& Multible BOM lists to groups

Create Consolidated parts Request List to groups

Tools: GS BOM lists Consolidated Parts lists

Work Orders Proj Mgr Create/Distribute

Work Orders to Offset Sales Order Demand W/O & specs/prints to Fab

Consolidated steel mat’l list based on nesting released to purchasing

W/O & specs/prints to Mach

W/O & specs/prints to Weld W/O & specs/prints to

Assbly W/O & specs/prints to Paint

Tools: GS Project folder/file Project prints Project specs

Purchase Orders Proj Mgr Creates Purchase

Parts Requests/Requisitions to Offset Sales Order Demand

Purchasing initiates quotes for raw matl’l & parts. PO’s are soon created for purchase of raw material and parts.

Key Shipping/Receiving focus in process Receives Raw mat’l per PO Receives Parts per PO Location identification Physical Movement

Tools: Consolidation parts list Vendor quote Purchase order Receiving invoice Multiple PO Log GS Exploded BOM

Work Center Mgmt Project Manager’s Key

Areas of Responsibility Work Center Dispatch W/O Group List Review Raw Mat’l

Availability Picklist & Stage Parts Manage information

availability Prioritize Workload Dailey Workload Detail Expedite Criticals

Tools: Work Center Dispatch GS Work order picklist GS Prints & Specs Exploded BOM Production Mtg

Manage rework Out of scope/ECO

identification Parts transportation

between facilities Manage Sub weldments

between facilities Manage outsourcing

Adherance to established policies and procedures assures effective production control

Work Center Mgmt cont’d

Tools: cont’dPlant Mgr supportEngineering support

Test / QC SpecSys Testing when

applicable or utilized certify’s performance criteria Per Customer Spec’s by

Contractual Agreement Identify Customer

Involvement if any Identify Outsource needs,

Equipment and/or Service

Tools: Contract/MOU Specifications by customers QC checklist

Test / QC QC checklist on each

workorder thru-out project Each QC checklist has

second pair of eyes & sign-off and/or rework to meet expectations

Document issues/Redlines Redlines identified on

prints and QC checklist when appropriate

Prints /specifications updated as determined

Closeout Final SpecSys QC check

review Final look QC functional

testing review against project specifications and/or testing checklists

Customer acceptance including final review

Shipping/delivery per contract and general quality guide

Tools: Re-review contractual

obligations/specifications Customer visit/acceptance Shipping guides

Monitor SpecSys Standard Goal:

On-time Meet or exceed delivery date(‘s)

On-budget Completed project within

estimated build cost for SpecSys & final delivery to customer

Done-right Final result meets design,

functional, & cosmetic expectations as contractually defined

Done-safely Project built with no significant

injury to SpecSys staff & performs safely to customer standards

Tools: Project Contract/MOU Project estimate

Mfg Mat’l & Hours Reports Testing/QC checklists PAC checks Injury & Safety reports PPR’s

Status Reporting Executive Summary reports

to customer Weekly phone conference

with customer Contractual Milestone

schedule reviews Tools: Exec Summary Reports Genesis conference review

Change Changes may occur which

may affect the project and can be incorporated into the build process ECO request by customer Drift from original scope Customer interaction requiring

change Engineering ECO Critical rework due to error,

performance issue, and/or testing

Tools: SpecSys ECO QC and/or Rework

reporting Functional or performance

testing