2. Roger Resley President Paul Taylor Sr. Business Analyst
Today’s Presenter’s
Roger Resley
President
Paul Taylor
Sr. Business Analyst

3. Presenting as advertised!
10 Ways to Turbocharge your Warehouse
Making your warehouse more efficient through better processes and technology. Are you struggling with too much paper, excess travel, tribal knowledge, or poor compliance? Learn and implement 10 industry-standard best practices, that combined with the right hardware and software, can eliminate errors, reduce expenses, and improve efficiency.

4. Turbocharge a Warehouse?
Dynamics AX: the ENGINE that drives
your business
WMS (1/2) or “new” WHS: FUEL that
powers your engine
Mobile Data Collection: the TRANSMISSION that delivers the power

5. Why Tune Up Your Warehouse?
A critical link in your order-to-cash cycle
Most visible customer facing elements impacting your customer service levels
Expensive assets to operate & maintain
Cash-to-Cash Metrics: Big Money $$
Inventory Days of Supply
Average Days Payable
Average Days of Sales Outstanding
Major labor component of your business
Inefficiencies abound

6. Are you Best-in-Class?

7. How is your engine running?

8. Path to “Best in Class” Identify Your Pain Points
Benchmark key performance indicators
Interpret the KPI Results
Improve Workflow Processes
Physical facility improvements
Business process improvement/change
WMS/Information Systems Logic
Proper application mobile data collection
Effective change management

9. Distribution Pain Points
Workforce morale/safety
Labor performance/cost
Multi-channel effect
Reverse logistics
Warehouse tourism
Transportation costs
Supply chain disruptions
Traceability / recalls
Restoring
Hide and Seek
Pick a door, any door
FIFO, LIFO, FISH

10. Engine Diagnostics “One can only manage that which can be measured.”
Where do I look and how to measure?
DC Performance Metrics- WERC (Warehouse Education and Research Council) & DC Velocity
WATCH Spring 2015-benchmarking measures survey

11. Typical DC Operations

12. DC Workflow Activities
Inbound- includes receiving, put-away, replenishment, stocking, inventory and yard management
Picking- stands alone as a critical function in virtually every DC except pure cross dock operations
Outbound-includes flow through, cross dock, pack/audit, loading, and yard

13. DC Performance Metrics
Customer
Operations
Financial
Capacity/Quality
Employee
Perfect Order
Cash to Cash

14. Customer Metrics

15. Operations Metrics

16. Financial Metrics

17. Capacity/Quality Metrics

18. Other Common Metrics

19. Which Metrics Matter? WERC Survey is excellent indicator
Strong agreement among DCs and Warehouses which metrics are critical to measuring performance
Cross sectional survey by industries
Economic conditions apart of survey
WERC Top 12 from 2015 survey basis for “where to look and how to measure”

20. Wait, we are different, we’re special….your metrics don’t apply

21. Answering the Big Question
WERC sees no statistical difference based on any on the demographics
Quantitative performance is quantitative performance!
Differences. No doubt. Primarily qualitative in nature.
Benchmark yourself
Compare yourself to any or all demographics

22. WERC Survey Respondents

23. Top 12 Metrics by Survey

24. Top 10 by Strategy

25. 1. On-time Shipments

26. Performance Classifications

27. 2. Internal Order Cycle Time in Hours

28. 3. Dock to Stock Cycle Time in Hours

29. 4. Total Order Cycle Time in Hours

30. 5. Order Picking Accuracy Percent by Order

31. 6. Average Warehouse Capacity Used

32. 7. Peak Warehouse Capacity Used

33. 8. Backorders as a Percent of Total Orders

34. 9. Back Orders as a Percent of Total Lines

35. 10. Percent of Suppliers Orders Received Damage Free

36. Identify Your Pain Points/Formulate Strategy
Benchmark key performance indicators
Interpret the KPI Results
Improve Workflow Processes
Physical facility improvements
Business process improvement/change
WMS/Information Systems Logic
Mobile Data Collection
Effective change management

37. Improving Workflows Process review by operational area/metric category
DC walkthrough audit using best practices template questionnaire
Recommend Honeywell/Intermec Supply Chain Specialist engagement
Involve Microsoft Dynamics AX personnel who implemented Inventory and WMS business process logic
Involve mobile data collection vendor
Collaborate to determine changes needed in facility operations and supporting IT systems

38. Achieving “Best-in-Class”

39. Your Options for Warehouse Management Dynamics AX 2012 R3 and Above
Mobile Solutions for Dynamics AX

40. Warehouse Management Options Dynamics AX 2012 R3

41. Warehouse Management Options
WMS
WMS2
WHS

42. Warehouse Management Options
WMS
Basic warehousing option
Supports all inventory transactions from receiving through shipping
Available in AX7
No integrated data collection

43. Warehouse Management Options
WMS2
Consolidated picking
Pallet transport
Multiple sales orders per shipment
Dock management; staging capabilities
No integrated data collection
To be deprecated in AX 7….bye, bye….

44. Warehouse Management Options
WHS
Advanced warehousing options: Work templates, location directives, license plates pallet handling, wave picking, etc.
IP acquired from Blue Horseshoe (WAX + TRAX)
Available in AX7 to replace WMS2
Rudimentary data collection (Blue Horseshoe IP)
Known gaps, bugs, major performance issues with on board scanning

45. Scanning Options for WHS

46. Best Route for WHS RF Scanning??

48. The Buzz about Mobile RF & AX 2012 R3
Traditional ISVs (like ScanWorkX®) are no longer the only option
Microsoft’s acquisition of Blue Horseshoe’s IP
WAX and TRAX brings some Mobile RF to base product
Some good stuff, some bad stuff, some missing stuff
Customer’s struggling to understand the new option
Limited knowledge of complex offering
What is best fit for the business?

49. WHS Scanning Options Important Considerations

50. Why do you need WHS?
Choose WHS if need the advanced features, not because you need data collection
Complexity of a WHS implementation can be 10 x time and cost of WMS 1/2
TOC is significant. Care and feeding BIG $$
Performance issues are real
Validate by blog post Dynamics Communities; Open Cases LCS

51. If you need WHS…….
Next consider if “free” native scanning will work for you
ScanWorkX only current 3rd party ISV offering for WHS
Important Considerations in choosing your RF data collection path, the 5 P’s
User experience: Presentation
User Productivity & gaps
Printing Engine you will need
TOC: Parameterization or programmer
Performance: System response

52. 1. Presentation
Smart graphical user interface, intelligent navigation, ease of use
Logical transaction flow, user defined menus
User guidance, auto fill fields, unused fields hidden, hides inapplicable dimensions
No screen hopping; complete entire transaction on one screen
Pick a device, any device; native clients for Android, iOS, Windows Mobile plus HTML5
Audible sounds and color alerts
Electronic signature capture
Note: While the UI will be the most striking difference, ScanWorkX® offers far more than aesthetic.

53. 2. Productivity
Configurable List of Values (LOV). List available options for any field. Add any field with no programming. (WHS RF only has “open work list”. Very basic, finite, cannot add fields in WHS)
Support for “Smart Barcode” (multiple fields populate with one scan, e.g. parsing). Set up different field identifiers for transaction fields in any order you like based on dimensions.
Full support for “Rapid Scanning”. Unique technology useful for large quantities of serialize or batched items
ScanWorkX® server side validation on every field to ensure values are correct; no bad data into AX
XDF developer API tools to build your own transactions in native X++
ScanWorkX® client side validation can further restrict/limit what values that can be processed in a field
Transaction processing On-line or Off-line

54. 3. Printing
No integrated printing utility in WHS RF; only prints directly to a printer using control codes
ScanWorkX supports and integrates with four enterprise label printing packages. All packages 21 CFR Part 11 compliant as required by regulated industries.
Client-Customizable label fields using simple AX queries
Automated inventory label generation
Print event triggers, configurable label templates, ability for user to change printer
Specify label quantity, ability to do label queries, add any AX field to your label
Print labels directly from ScanWorkX module with print inventory label form

55. 4. Parameterization
Easy to configure via pull-down menu options; user-accessible parameters
Complete control of all client devices
Menu structure can be as simple or complex as you choose
Establish groups of transactions by job function
Updated in real-time to remote users
Note: WHS device settings are not parameter-driven. Colors, font types, font sizes, menu background colors, field background colors, and field sizes all require programmer intervention by editing or creating CSS files.

56. 5. Performance Gaps
It’s reported WHS RF scanning (native) suffers from performance issues with slow scanner response time with more than 4 or 5 users per AOS (Application Object Server). As the InventTrans table builds with WHS work transaction volume so system response slows.
No product receipt posting or printing from mobile device
No unpicking from mobile device
No transferring reserved inventory from mobile device
No suggested picking locations from mobile device (fixed by system directed work directives)
No order packing from mobile device
No dock management; staged items cannot be moved
No production labor transactions
No project transactions

57. Implementation and Total Cost of Ownership
The MS Dynamics community reports that WHS implementations have significantly higher setup times per scanning transaction (10x+).
For an advanced warehouse operation, many different work flows have to be built which adds significant implementation hours and a much higher total cost of ownership. WHS with ScanWorkX, given its configurability, simplifies the rule set up.
It’s also documented that the major gaps as identified above requires extensive custom coding to fill these gaps and fix known bugs. Scanning is not FREE!

58. Achieving Best-in Class Requires Mobile Data Collection
More Power Delivery from Microsoft Dynamics AX

60. For the uninitiated Unparalleled configurability
Streamlined user experience
Clean, tight integration with AX
More than 50 standard transactions/100 workflows
Multiple native platforms, plus HTML5
XDF Transaction Builder
Second-to-none customer service

61. Pick a device.. any device
Every transaction, every function
Native clients for each operating system

62. ScanWorkX Developer Framework

63. Inbound-Receiving
Confirming you received what you ordered and moving it fast to storage
Every stop, every move, every use of a temp staging area requires space and time
More touches more opportunity for product damage, difficulty in locating stock
More errors, increased labor, inventory
Best practice: less touches less labor

64. Receiving – What to Look For
Paper based receiving operations
Opportunity - Mobile Computing/Printing & Media/Voice
Fluid unloading
Opportunity - Mobile Print & Apply applications
Quality Control/Vendor Compliance/Traceability
Opportunity - Mobile Computing/Printing & Media/Voice/MDI
Inspection/Damage Processing
Opportunity - Photo Imaging
Asset Tracking
Opportunity - RFID

65. Dock to Stock
Using Dynamics AX put-away, location prioritization and cross docking features means less touches and less labor
Smart Barcodes & Rapid Scanning and core transactions deliver speed and accuracy
PO Arrival
PO Receipt
Transfer Order Receipt
Quarantine Order
Pallet Transport
Return Order

66. Inventory Accuracy
Transactions that support overall warehouse efficiencies:
Label Reprint
Location Inquiry
Item Inquiry
Pallet Inquiry
Directed Count
On-Demand Count
Tag Counts
Location Movements

67. Outbound-Picking
Picking or Order Selection-extract goods from DC to fill orders from specific customers
Most labor-intensive, skill-intensive activity in the DC
Can represent 55% of the typical DC operating expense
Picking is THE BIG ISSUE for most

68. On-time Shipments & Order Picking Accuracy
Dynamics AX WMS warehouse configurations and picking pattern optimization features improve your picking efficiencies
Location prioritization (Zoning Warehouses by Priority Picking, Alternate Picking, and Bulk Storage)
License plating picked material for visibility and scanning
SKU validation using barcodes
Pack Confirmation of picked components
Transactions and features such as Rapid Scan and SMART barcoding to achieve better speed and accuracy
Pick
Shipment Staging
Order Pack
Load Shipment
Ship Order

69. Internal Order Cycle Time & Lines Picked/Shipped by hour
Use ScanWorkX Transactions to expedite directed picking to increase transaction processing time (no printers, better accuracy, more lines picked with less effort)
Item Inquiry
Location Inquiry
Pick
Shipment Staging
Order Pack
Order Unpack
Load Shipment
Ship Order

70. Item Pick-Pic Verification

71. Productivity Console Transaction productivity monitor
User-defined color graphical dashboards
Drill down to detailed data
Greater visibility into manufacturing and distribution
Actionable information to boost worker productivity
Identify and resolve operational inefficiencies
Works with Dynamics AX 2009 and 2012

72. WLANA Survey 72

73. Turbo Charged Summary Engine Diagnostics-WERC benchmarks
Tune your Engine-Implement Best Practices/Optimized Workflows/Facility
Proper Fuel Mix- leverage Dynamics AX
Powerful, automatic Transmission-Mobile Data Collection to drive results
Use ONLY Certified Top Fuel Mechanics!

74. Thank You!
Q & A?