Step 1: Record existing processes
Recording your existing processes and having a detailed road map for your metals business will help you plan for a smoother enterprise resource planning (ERP) system implementation. But before you document everything, hit pause and save yourself from potential frustrations.
First, gather your team and ask key questions about your existing processes. If your business is like many metals businesses we’ve worked with, it has grown and changed over time, and so has the metals industry. As you look ahead at implementing a modern ERP system, it’s an ideal time to evaluate how new processes might better support your metals business outcomes and the needs of your customers.
To do this exercise effectively, begin with high-level processes and then gather your teams to think through the small, detailed processes. Consider questions like:
- Is this the most efficient process to enter sales quotes for coils, long product, or sheet product?
- What’s the most effective way to create a slitting plan?
- What’s the most efficient process to pick and ship a coil?
Keep in mind, it’s essential to include your team in the assessment and brainstorming of new processes early on. How often do you hear, “Because that’s the way we’ve always done it?” Rather than allowing your team to remain stuck on this question, frame the conversations about how your processes could increase efficiency, accuracy, and visibility.
As you assess and document your current processes, consider each area of the business independently: sales, purchasing, finance, logistics, inventory, production, planning, and quality. Given that an ERP system will unify every area of your metals business, think through the handoffs between each area. What processes need to be added, and what needs to be changed in order to increase efficiency within your team?