Manufacturers are continuously striving to optimize Supply Chain Operations. Reliable and effective MRP / APS Planning Outputs are vital to assure accurate, sustainable, and timely (Lean Manufacturing Conceptual) processing. Over time, these objectives tend to drift from optimal utilization of the SyteLine Solution. Conducting a regular Optimization Review on the Overall Input and Output Data Integrity from the Planning Engine must become an ongoing business milestone.  There are many settings to consider which influence and support daily Outputs with Integrity.

The Copley Consulting Group’s Planning Optimization Review analyzes your current condition and processes within your Infor CloudSuite Industrial ERP, ensuring that the Planning Engine, Planners, Schedulers, Buyers, and Inventory Management processes and systems are functioning to the highest Value-add for the business. Sustainable DITL “Day in the Life” Workflows in all Supply Chain Departments will dramatically influence your level of success. Copley will assess areas that might need improvement or further consideration, actions.

Key Components of the Copley Consulting Group’s
Planning Optimization Review

Access and Live to Pilot
Granting access to Copley allows key stakeholders from different regions to engage with the system and provide localized feedback. Once Copley can enter your ERP system, we (or you) will replicate your Live system to a Pilot (Test, TRN) environment. This allows Copley to perform the required analysis without affecting your actual operations. From the Pilot environment, we will identify potential issues and/or suggested improvements in a controlled setting before “presenting results; considerations; recommendations” to potentially apply to your live system.

Data Mining
At this stage of your Optimization Review, Copley will begin data mining. We will obtain valuable insights from your current data set to help identify trends, inefficiencies, and areas for improvement. Copley will then conduct an in-depth analysis of the data across different sites, dedicating hours per site, for mining and identifying areas that can improve your overall “Current State” condition.

Expected Outcomes:

Metrics and Next Steps
Once the data mining process is completed, we move to reporting the metrics to you and your Team. This Session will involve analyzing the obtained data and begin with recommending actions to improve the overall Data and Process.

Expected Outcomes:

Copley will discuss our findings, insights, and recommendations with you to consider. This will ensure that all stakeholders within your business are aware of the necessary improvements and actions that will improve the operation.

Our Approach

The Copley Consulting Group’s Planning Optimization Review is performed by starting with a series of questions and considerations that will help evaluate the effectiveness of your current ERP planning system. These questions are important for us to understand the overall health of your Supply Chain Operations and identifying areas that require attention.

Is Your Planning Engine Happy?
We will work to evaluate whether your planning engine is functioning effectively and meeting your business expectations. Is it delivering the desired results without unnecessary delays or errors?

How is Your On-Time-Delivery %?
Your on-time delivery (OTD) is a valuable metric for supply chain efficiency. We will review your current OTD percentage to understand how well your system is meeting deadlines and delivering products as promised.

Are Your Planners/Schedulers Happy with Their Planning Engine Outputs and DITL?
Planners and schedulers play a big role in utilizing your planning engine. Copley will survey if they are satisfied with the outputs and the system’s performance, including if your planning tools are effectively meeting your business needs?

Are Your Buyers Happy with Their Planning Engine Outputs and DITL?
Buyers have a primary place in supply chain planning. Your buyer’s feedback will provide insights into how well the planning engine supports your purchasing decisions. Are your planning outputs driving effective buying actions?

Do You Have Confidence in Your Inventory Integrity?
Inventory accuracy and reliability is vital to maintaining your planning. We will work to ensure that the data being fed into your planning engine is reliable and up to date. Confidence in the accuracy of inventory data is key strength of your system’s overall effectiveness.

Do Your BOMs Have Integrity?
A Bill of Materials (BOM) serves as the blueprint for production. Copley will review the integrity of your BOMs to ensure they are accurate and up to date, as inaccuracies with the BOM can lead to production delays or errors.

Are Your Exception Messages Overwhelming?
Are you experiencing too many exception messages? Exception message alerts are generated by the planning system when something goes wrong or requires attention. Copley will review the volume and relevance of these messages. Are they overwhelming or actionable?

The Planning Optimization Review of your Infor CloudSuite Industrial ERP by Copley is designed to provide a comprehensive review of your planning engine’s performance. By addressing key areas such as data integrity, on-time delivery, user satisfaction, and system outputs, businesses can identify their strengths and areas for improvement. Regular Optimization Reviews are a reliable way to keep your planning engine running smoothly, reducing errors, improving efficiency, and ultimately contributing to better decision-making across the supply chain.

Gold-Standard ERP Implementation Services

Copley Consulting Group will implement your Infor CPQ solution to the specific needs of your business and industry. Our project team will ensure you have all the tools to increase production and quality, better coordinate aftermarket service and maintenance, improve customer service, and collaborate more effectively with your customers and partners.

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