Supply Chain Visibility: Navigating the Road to Successful Automation - A Process Driven Approach
- 1. Navigating the Road to Successful Automation – A Process Driven Approach Jon Leposky Shelley Trout With: Moderated by: TO USE YOUR COMPUTER'S AUDIO: When the webinar begins, you will be connected to audio using your computer's microphone and speakers (VoIP). A headset is recommended. Webinar will begin: 12:30 pm, PST TO USE YOUR TELEPHONE: If you prefer to use your phone, you must select "Use Telephone" after joining the webinar and call in using the numbers below. United States: +1 (415) 655-0052 Access Code: 663-116-399 Audio PIN: Shown after joining the webinar --OR--
- 2. Esker started out as a software vendor back in 1985 with a direct and simple vision in mind — help businesses deliver their paper documents electronically. Today, Esker is widely recognized as a leader in AI-driven process automation software all around the world. Companies use our cloud-based solutions to drive greater efficiency, accuracy, visibility and cost savings throughout their O2C and P2P processes.
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- 4. 4 Check out the Esker Blog at blog.esker.com Contact us: (800) 368-5283 info@esker.com www.esker.com
- 5. Click on the Questions panel to interact with the presenters https://www.supplychainbrief.com/webinar-series/supply-chain-visibility/
- 6. About Jon Leposky Jon Leposky is an innovative and strategic thinking change agent with expertise in information systems, operations process engineering, and program management. Passionate about achieving results that impact both top and bottom line growth, Jon specializes in combining technology with operational best practices. As Director of Operations and Logistics at Z Customization, a company dedicated to providing top level value added and fulfilment services, he leads a team of over 40 individuals by focusing on culture and KPIs. When not in the office, you can find him serving in his church or enjoying the beach in sunny San Diego where he competes in amateur volleyball tournaments. Jon holds a degree in Industrial Engineering from California Polytechnic State University, San Luis Obispo. About Shelley Trout Shelley went to UC Berkeley and majored in Anthropology & Archaeology. After working at the Center of Digital Archaeology, she became fascinated with digital representations of personality and culture, and now leads Webinar Production at Aggregage, providing some of the most interesting thought-leaders across a wide variety of industries with a space to celebrate the diversity, depth, and experience of their professional cultures, personalities, and passions.
- 7. 7 Navigating the Road to Successful Automation - A Process Driven Approach AGENDA • Power of Automation and why we Automate • When is the right time to automate a process • How to identify the best candidates for automation • Getting Started – Assembling the team • Approach – putting optimism where it belongs • Scoping the project and helpful tools • Going Live
- 8. 8 Navigating the Road to Successful Automation - A Process Driven Approach What is Automation? Mechanical Artificial Intelligence
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- 10. 10 Navigating the Road to Successful Automation - A Process Driven Approach
- 11. 11 Navigating the Road to Successful Automation - A Process Driven Approach Automation Cost Reduction New Capabilities Higher Quality Increased Visibility
- 12. 12 Starts with Vision Ends with Process Navigating the Road to Successful Automation - A Process Driven Approach
- 13. 13 Automation and KPIs • Revenue and Profit are not KPIs • KPIs are a burden to track – Automation can help • Automation ensures KPI accuracy • KPIs drive decision making Navigating the Road to Successful Automation - A Process Driven Approach
- 14. 14 Navigating the Road to Successful Automation - A Process Driven Approach Scaling Point - the point in which all tasks required to fulfill the immediate vision have been successfully executed at least once When to Automate?
- 15. 15 Approach • Start with identifying the process to automate • Assemble the team • Map out current and future state • Define project scope – consider constraints • Develop technical requirements and specification document • Create project roadmap (tasks and timeline) • Communicate each step of the way Navigating the Road to Successful Automation - A Process Driven Approach
- 16. 16 Find your Happy PlaceAttributes of a Good Candidate • Minimal inputs and outputs • Minimal decision points • Repeated often • Inconsistent quality/accuracy • Several Non-value added activities Navigating the Road to Successful Automation - A Process Driven Approach
- 17. 17 Calculating Return • Convert everything to $$$ • Often forgotten: • Increased Quality • Increased Accuracy • Increased Visibility • Ancillary affects on other processes • Compare ROI to Internal Rate of Return • Consider running a NPV analysis Navigating the Road to Successful Automation - A Process Driven Approach
- 18. 18 Navigating the Road to Successful Automation - A Process Driven Approach How to Avoid Common Pitfalls • Put optimism in its place • Road map everything • Formalize a way to raise concerns • Embrace a phased approach • Build buffer at every step • Train before go live • Expect to retrain after go live • There will be on going maintenance
- 19. 19 Expectation vs Reality Navigating the Road to Successful Automation - A Process Driven Approach
- 20. 20 Start with Team Building Navigating the Road to Successful Automation - A Process Driven Approach
- 21. 21 An Ideal Project Team • Champion – A member of the senior leadership team who understands and protects the project keeping it in line with the overall vision of the company • Director – A member of Junior leadership who works directly with the Project Lead ensuring all stakeholders are held accountable • Project Lead – Responsible for leading the efforts internally and communicating desires externally • Technical Lead – Responsible for providing constant feedback on what is and is not feasible from a technical perspective • Process Lead – Individual in charge of working with Stakeholders on capturing and simplifying processes • Stakeholders – Employees at all levels who are affected by the process provide input on specifics of the process Navigating the Road to Successful Automation - A Process Driven Approach
- 22. 22 Navigating the Road to Successful Automation - A Process Driven Approach Process Mapping • Reveals complexity • Uncovers hidden tasks • Categorizes tasks • value-added • non-value added but necessary • non-value added waste • Cheaper to remove waste than automate it
- 23. 23 Before After Navigating the Road to Successful Automation - A Process Driven Approach
- 24. 24 Additional Tools • Work breakdown structure • Fishbone diagram Navigating the Road to Successful Automation - A Process Driven Approach
- 25. 25 Navigating the Road to Successful Automation - A Process Driven Approach
- 26. 26 Technical Requirements • Document created by Technical Lead and team • Based on Project Scope document • Does not need to be comprehensible to all stakeholders • Used to drive development • Review and get signoff of Project Lead • Passed to development team Navigating the Road to Successful Automation - A Process Driven Approach
- 27. 27 Project Plan • Assemble tasks and establish dependencies • Define deliverables • Assign tasks to individuals • Request timeline and budget • Acquire signoff from all individuals assigned tasks • Build buffer!!! • Pitch project plan to Champion and Director Navigating the Road to Successful Automation - A Process Driven Approach
- 28. 28 Execution • Establish cadence for team progress meeting (suggest weekly) • Review accomplishments • Highlight obstacles for Project Lead to remove • Share work that’s in progress or in the immediate future • Update project plan • Raise concerns to Director Navigating the Road to Successful Automation - A Process Driven Approach
- 29. 29 Go Live Tips • Don’t be afraid to push go live! • Train, train, and then train some more • Go Live is often a company wide endeavor – ALL HANDS ON DECK! • Have a clear escalation path for issues • There will be issues, expect them Navigating the Road to Successful Automation - A Process Driven Approach
- 30. Q&A Shelley Trout With: Moderated by: Director of Operations and Logistics at Z Customization Linkedin page: /in/jonleposky/ Twitter ID: @ Website: zcustomization.com Jon Leposky Managing Editor, Aggregage Linkedin page: /in/shelleytrout Twitter ID: @scbrief Website: www.aggregage.com https://www.supplychainbrief.com/webinar-series/supply-chain-visibility/