Discover Rootstock ERP: Practical Tips to Manage Manufacturing Quality Across Global Supply Chains
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Today’s manufacturers must proactively collaborate with their supply chains in order to manage production quality. At the same time, they need to stay compliant with ever-changing industry-, country- and customer-specific regulations. You will learn: - Top tips to manage quality across supply chains - Proven methods to stay compliant in a global marketplace - Why cloud-based Enterprise Resource Planning (ERP) and Enterprise Quality Management (EQM) are the keys to success
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Discover Rootstock ERP: Practical Tips to Manage Manufacturing Quality Across Global Supply Chains
- 1. “Discover Rootstock ERP” Session 5 Practical Tips to Manage Manufacturing Quality Across Global Supply Chains • David Bush Senior Manufacturing Consultant, Rootstock Software • Nikki Willett Chief Strategy Officer, ComplianceQuest
- 2. Go to Webinar® Attendee Control Panel
- 3. “Discover Rootstock ERP” Webinar Series Date Topic July 18, 2017 Succeed with Rootstock: Pro-Tech Replaces Spreadsheets and Old Software with Rootstock August 15, 2017 Discover Rootstock ERP: Top 5 Inventory Mistakes and How to Avoid Them September 19, 2017 Discover Rootstock ERP: How Manufacturers Can Survive (& Thrive) in High Growth Mode October 17, 2017 Discover Rootstock ERP: How to Overcome the Challenges of Manufacturing Customized Products November 15, 2017 Discover Rootstock ERP: Practical Tips to Manage Manufacturing Quality Across Global Supply Chains December 12, 2017 Discover Rootstock ERP: Why Personalized Manufacturing is Key to Differentiate, Win and Retain Customers
- 4. Meet Our Speakers David Bush Senior Manufacturing Consultant, Rootstock Software • 30+ years of manufacturing and MRP/ERP systems experience • Previously at General Microcircuits, Consona Corporation, Relevant Business Systems, Inc.
- 5. Meet Our Speakers Nikki Willett Chief Strategy Officer, ComplianceQuest • 30+ years of quality, manufacturing, life sciences and software experience • Previously at Veeva, Quality & Regulatory Consulting, Accenture, Pilgrim Software, Clarify CRM and Documentum
- 6. Today’s Agenda • 4 Tips to Manage Manufacturing Quality Across Global Supply Chains • How Rootstock Enterprise Resource Planning (ERP) and ComplianceQuest Enterprise Quality Management (EQM) supports these 4 tips • Q&A Let’s get started…
- 7. Practical Tip #1 • Tip #1: Manufacturers and Suppliers must have regular interaction to ensure product/process quality, safety and compliance to global regulations and to meet an organization’s performance expectations. • How does Rootstock ensure Suppliers are reacting to correct and current information when fulfilling your orders? – Purchase Item/Vendor Master includes Supplier part number to make it easier for the supplier to identify your requirement. – Drawings, bills of material, etc. can easily be sent with your order for the supplier’s reference. – Incoming inspection rules, sign-offs, etc. assure that the received items match your requirements. Let’s take a look at Rootstock…
- 8. Let’s take another look at Rootstock…
- 9. Let’s hear from Nikki on this…
- 10. Practical Tip #1 • Tip #1: Manufacturers and Suppliers must have regular interaction to ensure product/process quality, safety and compliance to global regulations and to meet an organization’s performance expectations. – Supplier and Purchasing data integrity is met through the flow of information from Rootstock and Salesforce to ComplianceQuest. – Suppliers always have access and can exchange the latest content – specs, labels, quality agreements, COAs, etc. – through the CQ Supplier Quality Exchange Portal. – Sampling plans and inspection criteria (provided by Rootstock) are maintained to insure accuracy of the material/part/product inspection process. Let’s look at Tip #2…
- 11. Practical Tip #2 • Tip #2: Manufacturers must maintain regular oversight to Suppliers’ quality performance to ensure part/material purchases are from approved suppliers and to adjust any plans based on quality results. • How does ComplianceQuest support Manufacturers in keeping a pulse point on the status of their Suppliers and provide the decision support to ensure quality is being held to business expectations? – An Approved Supplier List (ASL) is available and status updated based on results from quality events. – Supplier audits are documented with any observations on areas needed to improve. – Supplier quality metrics are made available in a dashboard to both the Manufacturer and each Supplier based on permissions. Let’s take a look at ComplianceQuest…
- 12. ComplianceQuest Supplier Management Let’s move on to Tip #3… Approved Supplier List Supplier Audit Supplier Quality Exchange Portal
- 13. Practical Tip #3 • Tip #3: Receiving and In-Line Inspections expedite the material review process to prevent nonconforming material to be released into Inventory. • How does ComplianceQuest support Inspections and NMRs aiding Manufacturers to keep the flow of good inventory for production? – Inspectors get immediately notified when an Inspection is needed based on PO and Work Order. – Inspection Requirements provided by the ERP are available as the Inspector records the results. – Nonconformances can be quickly recorded, actions plans created or escalated to a CAPA and notification is sent to the ERP to “not” Release the Inventory. Let’s take a look at ComplianceQuest…
- 14. ComplianceQuest Inspection Inspection Queue generated from ERP Need Inspection Non-conformance on Material/Part Let’s hear from David on this… Inspection Detail with Requirements and Results
- 15. Practical Tip #3 • Tip #3: Receiving and In-Line Inspections expedite the material review process to prevent nonconforming material to be released into Inventory. – Rootstock provides the capability to inform the receiving and inspection departments criteria that should be checked prior to accepting material. • Receiving may need to check for things like: – Obvious damage to cartons, envelopes, skids, etc. – Quantity matches PO quantity or, if not, acceptable explanation provided – Required paperwork is included and matches the items received (packing slip, bol, etc) • In-Line Inspections checks for additional criteria that may include: – Electrical or other tests to verify components work as required – Schematics , drawings, prints – Documentation is provided and is accurate, if specified Let’s move on to Tip #4…
- 16. Practical Tip #4 • Tip #4: Regulated and ISO certified companies NEED automation tools to successfully maintain detailed documentation on all changes to design specifications, standard operating procedures (SOPs), material changes, supplier changes, process changes, etc. • How does Rootstock ensure that current data is being used when ordering from a supplier? – Rootstock uses both ECO’s (Engineering Change Orders) and RC (Revision Control) to assure the most up to date documentation, material requirements, processes, etc. are used. – Depending on the level of control needed, Rootstock allows either ECO OR RV to be used, or both, at the division level. Nikki, any thoughts to add… ComplianceQuest ensures that ECOs, SOPs and any other changes trigger required employee and supplier training and that only the latest controlled documents are easily accessible to both.
- 17. Additional Thoughts • Always integrate enterprise resource planning (ERP) and enterprise quality management (EQM). • How does Rootstock and ComplianceQuest integrate quality management with ERP? – The ERP system maintains part status information electronically. The users know what parts/revisions are in stock and on order. – MRP plans parts based on the implemented status of Revisions and/or ECO’s. The users are not left wondering if the parts in inventory and on order are based on old or new data. – Inspection failures, non-conformances and other quality events are captured by EQM with results sent to the ERP to manage inventory release and locations. Users know that bad material/parts are not sent on to distribution. – A maintained Approved Supplier List is easily accessible for purchasing to accept POs from only qualified Suppliers. Users know that a supplier’s quality status is valid to accept material/parts for inspection including the appropriate sampling plans. – On-going quality metrics are collected from both ERP and EQM and displayed in a dashboard. Both Manufacturers and Suppliers know exactly what the current status is of a supplier’s quality. Let’s now see how Salesforce, Rootstock, and ComplianceQuest interact …
- 19. RootStock and ComplianceQuest Integrated Inspection Workflow
- 21. Where Do We Go From Here? • We have covered the following in our five Discover Rootstock ERP webinars: 1. How Rootstock’s customer, Pro-Tech, went from unlinked spreadsheets and outdated software to an integrated enterprise system 2. Top 5 inventory mistakes and how to avoid them 3. How to Survive in High Growth Mode with the power of Rootstock Cloud ERP and the Salesforce Platform 4. How to deal with the top challenges custom manufacturers face 5. Practical Tips to Manage Manufacturing Quality Across Global Supply Chains. • In our final 2017 “Discover Rootstock ERP” webinar on December 12 we’ll discuss “Why Personalized Manufacturing is Key to Differentiate, Win and Retain Customers.” Now let’s go back to our moderator, David Cosgrove…
- 23. “Discover Rootstock ERP” Webinar Series Date Topic July 18, 2017 Succeed with Rootstock: Pro-Tech Replaces Spreadsheets and Old Software with Rootstock August 15, 2017 Discover Rootstock ERP: Top 5 Inventory Mistakes and How to Avoid Them September 19, 2017 Discover Rootstock ERP: How Manufacturers Can Survive (& Thrive) in High Growth Mode October 17, 2017 Discover Rootstock ERP: How to Overcome the Challenges of Manufacturing Customized Products November 15, 2017 Discover Rootstock ERP: Practical Tips to Manage Manufacturing Quality Across Global Supply Chains December 12, 2017 Discover Rootstock ERP: Why Personalized Manufacturing is Key to Differentiate, Win and Retain Customers
Notas do Editor
- INTRO SCRIPT: Good Morning and Afternoon everyone, and welcome to today's webinar sponsored by Rootstock Software. We are pleased to bring you session 5 in our monthly webinar series “Discover Rootstock ERP”, practical solutions for today’s manufacturers. Today our webinar will focus on Practical Tips to Manage Manufacturing Quality Across Global Supply Chains. Moving on to some housekeeping. Before we get started, I’d like to go over a few items so you know how to participate in today’s event. We've taken a screen shot of an example of the Attendee interface. You should see something that looks like this on your own computer desktop in the upper-right corner. You’re listening-in using your computer's speaker system by default. If you prefer to join over the phone, just select “Telephone” in the Audio pane and the dial-in information will be displayed. All attendees will be on mute throughout the presentation. You’ll have the opportunity to submit text questions to today’s presenter by typing your questions into the Questions pane of the control panel. You may send in your questions at any time during the presentation; we will collect these and address them during the Q&A session at the end of today’s presentation.
- Now we’ll take a look at our upcoming schedule. Today we will be covering “Discover Rootstock ERP – Practical Tips to Manage Manufacturing Quality Across Global Supply Chains. Our next Discover Rootstock ERP webinar is scheduled for December 12, 2017 and will cover the topic: Why Personalized Manufacturing is Key to Differentiate, Win and Retain Customers. I encourage you to follow Rootstock Software on LinkedIn, Twitter, Facebook, Google Plus and more for the latest and most important information about Cloud ERP. Follow Rootstock Software on social media!
- ABOUT PRESENTER : I would now like to introduce today’s Presenter, David Bush, Senior Manufacturing Consultant at Rootstock Software. David began his manufacturing career as a machinist for a large printing facility. After several years, he moved into management positions, first as materials manager for Bogue Electric, a government contractor, and then as a production manager and supply chain manager for Moldcast Lighting, a manufacturer of high-end outdoor lighting fixtures. Moldcast Lighting decided to install one of the early ERP systems, and David was chosen to head that project. After that successful implementation, David graduated from the Chubb Institute of Technology where he studied computer engineering and languages. He then began working for Micross, a British MRP package, as a project manager and trainer. Over the next few years, he worked with several MRP and ERP packages, including Fourth Shift and Relevant. For the past five years, David has been working with Rootstock Customer Service as a project manager, trainer and customer advocate. Welcome David.
- ABOUT PRESENTER : I would now like to introduce today’s Guest Presenter, Nikki Willett, Chief Strategy Officer for ComplianceQuest. ABOUT PRESENTER : I would now like to introduce today’s Guest Presenter, Nikki Willett, Chief Strategy Officer for ComplianceQuest. Nikki has over 30 years of life sciences industry and manufacturing experience in business process, software IT, managed services and quality and compliance. Nikki has focused on advancing technology through the constant evaluation of business trends to help organizations progress and succeed through the use of automation. She has participated in standard committees for the creation of digital standards with the FDA, FAA and MESA. She is an educator and author concerning quality, safety, risk and compliance. Nikki works closely with senior leadership advising them on organization and business process strategy, technology and industry best practices. Nikki has held leadership roles in quality, regulatory compliance, program management, product management and marketing strategy for leading companies such as Accenture, Documentum, Clarify, Pilgrim Software and joined ComplianceQuest in 2017 as Chief Compliance Officer. Nikki also founded and owns LinkedIn’s Quality & Regulatory Network Group, having more than 112,000 professional members worldwide. Welcome Nikki! David, take it away……………..
- Today’s webcast will focus on Practical Tips to Manage Manufacturing Quality Across Global Supply Chains. We will reveal 4 tips and discuss how Rootstock and ComplianceQuest supports these tips. Finally, we will wrap up with Q&A. Please type your questions into the console anytime during the presentation. So let’s dive right in and get started…
- Q&A SCRIPT: Thank you David and Nikki, that was impressive! Before we go to your questions, just a quick reminder this webinar will be posted on our website at www.rootstock.com. And of course after the webinar if you have any further inquiries, please email us at marketing@rootstock.com. We’ll now answer questions submitted during today’s presentation as well as take any new questions – And just a reminder, you can still submit questions through the Questions pane in your attendee control panel. Our first question today is….. For Nikki: What is the level of difficulty to actually integrate Compliance Quest with Rootstock? Does Compliance Quest provide canned reports with the system and does it provide a report-writing function similar to Rootstock? Is the flow of data between Rootstock and Compliance Quest 2-way, or does Rootstock only feed CQ? For David: Xxx Xxx xxx
- Before we end today’s webinar, I’d like to present a brief look ahead at the upcoming topics in our new “Discover Rootstock ERP webinar series. Our next Discover Rootstock ERP webinar is scheduled for December 12 and will cover the topic: Why Personalized Manufacturing is Key to Differentiate, Win and Retain Customers. I encourage you to follow Rootstock Software on LinkedIn, Twitter, Facebook, Google Plus and more for the latest and most important information about Cloud ERP. Follow Rootstock Software on social media! Thank you for joining us today. We look forward to seeing you at our next webinar on December 12. Today’s webinar is now over.