1. CarltonTechnologies
TechnicalCenter
Transformation Strategy

2. What is Carlton’sTransformation Strategy
• We recognize that we are lacking in areas of continuous improvement,
individual development goals, and career progression for our team
members.
• This is our vision to getting us to a future state structure where we are
functioning as a group of high potential / high performing team members.
• It will be broken down into 3 key phases:
– Layout
– Organizational
– Leadership

3. Phase 1
Layout

4. DESK
BUN RACK
PRINTER
PARTS INVENTORY
NORTH
TECHNICIAN
WATERSPIDER PATH
15 AVAILABLE TECH SPACES
1 PARTS INVENTORY CLERK
1 VP OPERATIONS
PRODUCT FLOW NORTH/SOUTH
PUMP
CLEANINGAREA
RED TAG
BATTERIES
BOXES
CAFETERIA
SHIPPING
RECEIVING
LEGEND
2X6 CONVEYOR
closet
AVAILABLE SPACE
13
12
15
11
10
2
3
4
5
6
7
9
8
1 14
16
17
Budget constraints on
desks, accessories, etc. But
we will evaluate
throughout year.

5. Phase 1Timeline
• Friday 1/27 & Monday 1/30 we need our doubled up row to move far South
and form a single line.
• CN50 breakdown project needs to move over where Accounting used to
sit.
• Tuesday 1/31 we will mark out where power/CAT5 drops should fall based
on layout.
• Wednesday 2/1 – Friday 2/3 power installation.
• Following this we will be conducting a parts inventory move, mandatory
5S training, and prep for moving to layout specification. Targeting end of
March for all of these activities.

6. Phase 2
Organizational

7. Phase 2 Highlights
• Organizational objectives are to establish key goals and objectives for our team
members and create a roadmap for career growth by emphasizing a few key
strategies:
– Skills versatility matrix with 100% goal by end of the year.
– Monthly 1:1’s withVP Operations mandatory and tracked with HR help.
– Recreating job descriptions based onTech 1,Tech 2, andTech 3 levels with a clear path
on how to progress to each one.
– Initially assigning each technician to a key product line with expectations that you’ll
learn all of them.
– New duties will include cleaning and 5S with our reduction of NetSuite processes.
• This activity will begin as we progress through phase 1.

8. Phase 3
Leadership

9. Phase 3 Highlights
• We recognize that it’s difficult to provide the adequate coaching,
mentoring, and feedback when everyone reports to theVP of Operations.
So, in phase 3 we will be assessing our team and looking for 2 leads.
• Tentatively planning on a North and South lane lead.
• Will be responsible for their teams, setting daily output goals, training
their team, schedule completion, morning huddles, etc.
• Job descriptions will be created and we will welcome anyone who wants
to apply
• We expect our 2 leads to be in place before the end of June

10. Questions & Next Steps

11. Next Steps
• Let’s get excited for this journey!!! This is about your
development and growth.
• Need all tech’s to form a single line facing South as close to
red tag area as possible. Use South wall Cat5 drops, power,
extension cords, etc.
• Need to be done by Monday 1/30

12. Appendix

13. DESK
BUN RACK
PRINTER
PARTS INVENTORY
NORTH
TECHNICIAN
WATERSPIDER PATH
36 AVAILABLE TECH SPACES
1 PARTS INVENTORY CLERK
1 PRODUCTION REPORTER
PRODUCT FLOW NORTH/SOUTH
SHIPPING
RECEIVING
LEGEND
PUMP
2 - 6' CONVEYORS
CLEANINGAREA
REDTAG
BATTERY
BOXES
SPACE FOR FUTURE
EXPANSION OF
PRODUCTS,
MANAGED
SERVICES, ETC.
CAFETERIA
FUTURE
POTENTIAL