The document provides summaries of client cases where Profits Insight helped companies achieve significant improvements and savings. The case studies describe challenges faced by various companies and divisions across multiple industries. Profits Insight implemented process changes and new systems that streamlined operations, increased accuracy, reduced costs, and improved profitability. Key achievements included identifying millions in savings, stabilizing supply chains, and improving production scheduling.

1. Profits Insight
Making Companies More Profitable
CLIENT BUSINESS CASES
A Select Portfolio of Achievement

2. Profits Insight
Making Companies More Profitable
Turbine & Generator Repair- Achievement
Remanufacturer / Global 100 Division
 Directly supported a change in EBIDTA from
What Needed to be Achieved -20% to +10% within four years
 Elimination of the need to hold production
 Job Estimating cycle time reduction scheduling meetings twice a week (over 20
 Part Tracking improvement
attendees)
 Job Status reporting  Shop Associates were able to take off Thanksgiving
and Christmas weekends for the first time in the
 Move from reactive to proactive business system company‟s history (quality of life- priceless!)
 Reduce the Cost of Poor Quality
 Approximately 50% reduction in quality issues
 Estimate cycle time reduction from days and
Roadmap to Achievement weeks, to less than 4 hours
 Improvement of job status reporting from 5 days
 Encouraged, architected, and led cultural change from to within a shift, with a 80-90% increase in
Project-Oriented to Job Shop Mentality accuracy
 Formulation and implementation of Business Process
 Directly linked to the Project Champion’s (the
Management framework
VP of Operations) promotion to run the Global
 Realignment of JD Edwards ERP software menus and 100 company’s largest manufacturing
programs to align with new business processes operations in the World
 Creation of Core Business Quote-to-Cash and Product
Life-cycle Management Processes
 Implementation of MS Project Server and
development of a bi-directional interface with JD
Edwards for interactive planning and scheduling
2325 Ferndown Lane, Keswick, Virginia 22947 ~ 434-825-5960

3. Profits Insight
Making Companies More Profitable
Turbine & Generator Blade Manufacturing Achievement
/ Global 100 Division
 Real-time product configurator and job estimator
What Needed to be Achieved with complete product structure, costs, and pricing
 Need to streamline job quoting with automatic pricing  Full production configuration including production
and costing bills of materials, routings, and material
 Ensure margin protection requirements
 Devise a way to create standards for virtually
hundreds of thousands of combinations  Customer schedules accurate within a day based
on both high-probability and contracted job
 Structured, detailed quotes that can be efficiently
exported into corporate ERP system for scheduling schedules and shop capacity
and capacity planning
 Provide customers with realistic and accurate  Full-integration with corporate ERP system for
schedules that can be committed to supply chain planning, shop planning and
scheduling, and shop-floor execution
Roadmap to Achievement  Quoted a major blade job for a client in one day vs
2 weeks by major competitor, and won the
 Development of a standards framework with heuristics contract
reducing complexity to a finite number of datasets
 Design and development of an interactive, real-time
software application that supports job estimating,
product configuration, costing, and pricing
 Implementation of a process for exporting configured
Bills of Materials and Routings into corporate ERP
system
2325 Ferndown Lane, Keswick, Virginia 22947 ~ 434-825-5960

4. Profits Insight
Making Companies More Profitable
Marine Engine Distributor / Global 100 Achievement
Division
 Stabilization of the supply chain issues in less than
What Needed to be Achieved two months
 Critical/urgent need to stop the loss of significant  Calmed down OEMs reassuring them of product
market share for the most successful product launch
availability; thus, stabilizing the “sole source”
in the company‟s 100 year history
strategy
Roadmap to Achievement  Institution of formal Sales & Operations Planning to
reduce future risk of supply shortage
 Implementation of Global Supply Chain and Inventory
Management best practices
 Quantitative data analysis to determine engine and
part usage to set temporary stocking levels
 Development of initiatives to improve the accuracy of
product data management for engineer-to-order
environment
 Development of two new roles (Central Planner, and
Product Data Management manager)
 Implementation of sophisticated Forecasting and
Planning process using JD Edwards EnterpriseOne
 Development of a software application to graphically
represent JD Edwards Sales History and Forecast data
2325 Ferndown Lane, Keswick, Virginia 22947 ~ 434-825-5960

5. Profits Insight
Making Companies More Profitable
Diesel Marine Engine Distributor / Global Achievement
100 Division
 Uncovered non-value-added activities and tasks
What Needed to be Achieved equating to $700,000 per year
 Need to assess the current JD Edwards Estimate-to-  Reconfiguration of JD Edwards software to remove
Cash process to identify non-value-added activities key non-value-added activities and tasks
and tasks to streamline the process in preparation for
a global standard process roll-out
Roadmap to Achievement
 Used Profits Insight‟ BAS® Solution to conduct a 2-
week detailed analysis
2325 Ferndown Lane, Keswick, Virginia 22947 ~ 434-825-5960

6. Profits Insight
Making Companies More Profitable
Merger of Two Gas Compression Utility Achievement
International Public Companies
 Uncovered non-value-added activities and tasks
What Needed to be Achieved equating to $2 million per year
 Need to assess the current Oracle E*Business Quote-  Identified all key areas to automate and/or
to-Delivery process to identify non-value-added reconfigure to reduce waste
activities and tasks to streamline the process in
preparation for a global standard process roll-out
Roadmap to Achievement
 Used Profits Insight‟ BAS® Solution to conduct a 2-
month detailed analysis
2325 Ferndown Lane, Keswick, Virginia 22947 ~ 434-825-5960

7. Profits Insight
Making Companies More Profitable
Janitorial & Office Supplies Distributor / Achievement
Fortune 500 Division
 $20 million in savings over 5 years
What Needed to be Achieved
 Renegotiation of major supplier (one of two of the
 Need to reduce supplier costs largest competitors in the US) contract for more
 Require empirical data for supplier contract
favorable pricing
negotiations
 Identify profitable and unprofitable markets,  Identification of top/bottom and most/least
distribution channels, and customer groups profitable supply chain partners and products
 Determine how to improve the efficiency of the
warehouse distribution network, and inventory  Reversal of decision to eliminate one distribution
operations chain partner because of top 10 profitability
ranking
Roadmap to Achievement
 Identified most profitable/fastest moving, and
least/slowest moving inventory items, and made
 Commercial Time-Driven Activity-Based Costing
recommendations for relocating and shelving for
Software Package Implementation
more efficient put-away, picking, staging, and
 Definition of Cost Objects for P&L analysis loading
 Identification of core activities
 Development of conditional algorithms to represent
time and cost consumption by flow units
 Model creation of distribution warehouse replicated
across 25 centers across the US
I
2325 Ferndown Lane, Keswick, Virginia 22947 ~ 434-825-5960

8. Profits Insight
Making Companies More Profitable
Medical Supplies Distributor Achievement
/ Private $65 MM
 Identification of $5 million in savings over 5 years
What Needed to be Achieved
 Identification of top/bottom and most/least
profitable markets, buying groups, customers,
 Need to know what markets, buying groups,
distribution channels, customers, and products are
product lines, products, and suppliers
profitable
 Desire a better understanding of operational and  Identification of unprofitable sales commission
supply chain costs structures
 Restructure of sales commissions for top-selling
Roadmap to Achievement products that are profitable, but unprofitable after
sales commissions
 Design and development of a custom Rate-based ABC
Implementation
 Definition of Cost Objects for P&L analysis
 Identification of core activities
 Transaction and financial integration with corporate
ERP system
 Implementation of JD Edwards ERP Advanced
Accounting
2325 Ferndown Lane, Keswick, Virginia 22947 ~ 434-825-5960

9. Profits Insight
Making Companies More Profitable
Medical Supplies Distributor Achievement
/ Private $65 MM
 Obliteration of ten (10) arm-length processes
What Needed to be Achieved
 Job estimating reduced from hours to minutes
 Merge manufacturing subsidiary into corporate
structure to leverage shared services, increase  Printing jobs material requirements accuracy
transparency, improve demand and supply chain increased more than 100%
planning, and reduce costs
 Convert Legacy system to JD Edwards ERP  Material inventory turns increased 50%
Roadmap to Achievement  Real-time, 98% accurate Available- to-Promise
order taking
 Implementation of JD Edwards OneWorld Distribution,
Manufacturing, and Financials
 Obliterated 10 arm-length processes
 Implemented 3rd-Party Product Configurator, and
used XML interfaces to auto-create Sales Orders and
Work Orders
 Implemented Actual Costing for custom jobs
 Converted legacy system data to JDE
 Developed Product Data Management standards
2325 Ferndown Lane, Keswick, Virginia 22947 ~ 434-825-5960

10. Profits Insight
Making Companies More Profitable
Agricultural Chemical Manufacturer / Joint Achievement
Division of Two International Chemical
Companies
 Railcar demurrage reduced by approximately 80%
What Needed to be Achieved  Tanker truck partial returns reduce by
approximately 90%
 Need to reduce production line downtime
 Find a way to reduce rail-car demurrage, and fees for  Manufacturing monthly financial close reduced
returned partially filled tankers from two (2) weeks to less than two hours
 A method for determining volume of bulk production
based on finished good requirements  Significant reduction in production line downtime
 Must reduce the 2-week Month-end Books Close
process to adhere to corporate reporting edicts  Accurate finished, packaged goods planning and
manufacture
Roadmap to Achievement
 Implementation of JD Edwards Forecasting, MRP,
Rate-based Manufacturing, Supplier Scheduling, and
Manufacturing Accounting
 Quantitative Data Analysis of historical production
runs
 Leveled monthly product production
 Rate-based Scheduling for bulk material
 Finished Goods Schedule with Work Orders
 Streamlined Manufacturing Accounting
2325 Ferndown Lane, Keswick, Virginia 22947 ~ 434-825-5960

11. Profits Insight
Making Companies More Profitable
Agricultural Feed and Seed Manufacturer / Achievement
Multi-state Cooperative
 Weekly Corporate MRP generation and process for
What Needed to be Achieved setting purchasing requirements
 Need the ability to leverage corporate buying buyer,  Daily mill MRP generation for setting daily
but still provide scheduling and buying autonomy to production runs
local mills
 Need the ability to plan and schedule production runs  Daily mill scheduling system for pickups/deliveries
for daily pickup/delivery (accurate to the ½ hour)
 Need better manufacturing processes for managing
scrap, yields, and costs
 Daily Final assembly schedules for finished goods
Roadmap to Achievement  Daily bulk product manufacturing schedules
 Implementation of JD Edwards Distribution,  Over 80% improvement in finished good
Manufacturing, and Financial suites production accuracy
 Creation of Batch-based Bills of Materials and
Routings
 Creation of Finished Goods Bills-of-Material Kits
 Development of sophisticated Forecasting, Centralized
Master Scheduling, and De-centralized Material
Requirements Planning process
2325 Ferndown Lane, Keswick, Virginia 22947 ~ 434-825-5960

12. Profits Insight
Making Companies More Profitable
Chemical Manufacturer / Division of Global Achievement
Company
 Finished Good Final Assembly schedule to
accurately plan and schedule finished good grades
What Needed to be Achieved
 Need to improve the process for recording finished  Production schedule of bulk material to accurately
good grades produce finished goods grades
 Need a way to plan for finished good grades
 Automatic creation and completion of finished good
 Need a method for planning the amount of bulk, sub-
grades and bulk production work orders based on
component material to produce to fulfill finished good
grades requirements lab results of finished goods
 Significantly reduced unnecessary manufacturer of
Roadmap to Achievement bulk material for rare-grade finished goods
 Implementation of DSI‟s barcoding system
 Innovative development of a „hyper-backflush‟ system
to automatically create and complete work orders
based on lab results
 Implementation of JD Edwards Distribution,
Manufacturing, and Financial suites
2325 Ferndown Lane, Keswick, Virginia 22947 ~ 434-825-5960