QAD Training MWUG Slides September 2015 Jackie Das

Intro – Jackie Das § Project Manager at the Tech Group § Finance background § 4 years ago, I was asked to lead a project to upgrade QAD to 2011 SE across all 9 sites. § Since then, worked on QAD training, implementation and improvement projects, and IT projects Tech Group Confidential

The Tech Group “A process driven, full service developer and manufacturer of components & devices for the healthcare industry” § § § Nine Manufacturing Sites using QAD 1, 000 square feet of mfg. space $275 MM in Sales/1, 500 employees A division of West Pharmaceutical Services, Inc, a $1. 4 bn company Competencies: § § Product Development Injection Molding Contract Assembly Finished Packaging Tech Group Confidential

Manufacturing Footprint Michigan Ireland Denmark Indiana Pennsylvania Manufacturing Sites Development Centers Arizona (4) Puerto Rico 7 Tech Group Confidential

Markets Served Pharmaceutical Diagnostics Medical Care Consumer Devices & Final Packaging Components, Kits & Packaging Components & Assemblies Pulmonary & Injectables Molecular & Point of Care Ophthalmic, Ambulatory, Surgical Personal Care & OTC Packaging Tech Group Confidential

QAD/Mfg. Pro User since 1988 Ch. UI Net. UI Mercury Cyberquery Eagle Version: 2011 SE

Today’s goal § Share with you our training program ‘journey’ at The Tech Group § Review some of the challenges and how we are working through them § Answer your questions Tech Group Confidential

Evolution of QAD training/improvement program 2012/2013 *No ‘formal’ training* Upgraded to 2011 SE Training 1988 program implemented QAD/Mfg. Pro implemented Tech Group Confidential 2015 and Beyond Training program continues

Problems we faced: 1. 2. 3. 4. 5. 6. 7. 8. Trust in ERP system/Poor quality data No defined training program Business Processes not defined/standardized No baseline understanding of APICS and ERP concepts Not using all ERP functionality/working outside the system Reporting difficulties/visibility across sites No champion/no strategy PEOPLE! No ‘go to’ for training Tech Group Confidential PROCESS! PLATFORM!

#1: Trust in the system/Poor quality data § What we were hearing: § “The system won’t allow us to do that…” § “The system is crap…. ” § “We don’t trust the reports…. . ” § “ I don’t use MRP because it’s wrong…” “The MRP reports are so long I can’t find what I’m looking for…” § “The inventory balances in the system are off, I’m better off walking the floor to see where my stuff is at” Tech Group Confidential

#1: Trust in the system/Poor quality data § What we did: § Train people on the meaning of the various data fields and how they impact processes and reports. § Week long ‘workshop’ to agree how all the sites would use key data fields § Began “cleaning up” the data § Examples: § Planning data § Archiving Tech Group Confidential

#2: No defined training program: § What we used to do: Tech Group Confidential

#2: No defined training program: § What we do now: § All new hires go through formal training § Online training videos (learning portal) on Share. Point site Tech Group Confidential

#3: Business Processes not defined/Standardized: Manufacturing is challenging! QAD impacts everything we do and can be confusing.

#3: Processes not defined/standardized § Agreed ‘best practice’ processes across all sites – week long workshop held in 2014 § These form the basis of training Tech Group Confidential

#4: No baseline understanding of APICS and ERP concepts What we had before: § § People understand only the transactional piece of their job No understanding of why their piece is important People feeling isolated. Acronyms and terminology not understood Tech Group Confidential

#4: No baseline understanding of APICS and ERP concepts What we have now: § Understanding in the business of how what people do impacts the upstream and downstream processes. Tech Group Confidential

#4: No baseline understanding of APICS and ERP concepts: § Developed a 3 day training (not hands on in QAD) to teach concepts § Lego game to demonstrate: § § § BOM Inventory control MRP Costing Forecasting Variances § Formal APICS training § Plan to take the 3 day training and make it “hands on” Tech Group Confidential

#4: No baseline understanding of APICS and ERP concepts: § Trained over 100 people § Went to all the sites § Measured results – quiz before and after class § Published glossary of terms Tech Group Confidential

#5: Not using all ERP functionality/working outside the system: § What we had before: Tech Group Confidential

#5: Not using all ERP functionality/working outside the system: And th Spreadsheet overload Manual Systems Guessing games

#5: Not using all ERP functionality/working outside the system: § MRP in use at most plants § Planning and Scheduling Workbenches implemented by end of 2015 § Forecasting § GRS (Global Requisitioning System) § EAM (Enterprise Asset Management) § Fixed Asset Module implemented in Europe TRAINING!! Tech Group Confidential

#6: Reporting Difficulties/Visibility across sites § What we had: § Unable to readily access data for consolidated reports § Hunting and pecking for information we needed § Reliance on other people § What we have now § § Browses and browse collections Cyberquery 60 people across the company trained Puts the power in their hands Tech Group Confidential

#7 & #8: No Champion/No Strategy - No “go to” for Training § ERP Excellence Director § ERP Excellence Team: § Project Manager § IT Business Analyst § Supported by top management § Expected to deliver measurable results § Central resource for training § Coordinated approach to training Tech Group Confidential

Time Frame Alert!! § No quick fix! § No easy button § Not a one year project, not a 5 year project…. § Multi year project Tech Group Confidential

Final words…. Lessons learned § Remember the 3 P’s – People, Process, Platform § Get a Corporate Sponsor(s) § Training doesn’t belong in IT § Peer pressure is a great thing! § Right people/right time – MSW/PSW is a case in point § Start with the end in mind § Make training interesting § Keep the momentum going § Don’t get discouraged! Tech Group Confidential

Questions Tech Group Confidential

Contact Info § Jackie Das – 480 213 0353 jackie. das@westpharma. com Tech Group Confidential