Moving to the cloud provides several benefits for Helix Linear Technologies' ERP system. It transitions the company from an on-premise system requiring specialized expertise to maintain, to a less complex, cloud-based system integrated with Salesforce. This reduces complexity, administration needs, and customization/integration challenges. Specifically, Helix is moving to Kenandy, a native Force.com application, to gain the standard customization and integration of the Salesforce platform. The cloud-based system will also improve processes like capacity planning, mobile shop floor management, labor costing, and quality assurance.

1. Moving Your ERP to the Cloud
John McLoughlin
CIO | VP Marketing – Helix Linear Technologies, Inc.
@John McLoughliln

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3. John McLoughlin
CIO | VP Marketing – Helix Linear Technologies, Inc.

4. Company Overview
• Located in Cleveland, Ohio
• Manufacturer of lead screws and linear actuators
• Founded in 1969 by Joseph H Nook Jr.
• 40,000 sq ft facility
• Target Markets
– Medical Device Manufacturers
– Laboratory Automation Equipment
– Semiconductor Equipment Manufacturers

5. Common Consensus?
• “47% of organizations surveyed plan to move their core ERP systems to the cloud
within five years” 1
• “The cloud will completely disrupt the ERP market… it will be the most important
factor in the development of ERP over the next 10 years or more” 2
• “By 2016, the Impact of Cloud…Will Relegate Highly Customized ERP Systems to
‘Legacy’ Status” 3
1: http://www.forbes.com/sites/louiscolumbus/2014/09/26/the-best-cloud-based-enterprise-software-startups-to-work-for-in-2014/
2: http://www.zdnet.com/how-the-cloud-is-going-to-reinvent-erp-and-how-long-it-will-take-7000018720/
3: http://www.gartner.com/newsroom/id/2658415

6. The Anatomy of the Move
Moving from:
• Mid Market ERP System with ~ 250 users of the system
• Multiple On-Premise Servers – Maintenance - Upgrades
• “Obscure” Technology (Progress/ABL/4GL) Required “Obscure” Experts
• Extra Modules from Multiple Vendors (Reporting, Forms, BI, Fax, Email)
• System Updates = Go Live “Again”
• Community/Customer Service

7. The Anatomy of the Move
Moving toward:
• Less Complexity
• Less Administration
• Cloud Based/Tight Integration with Salesforce.com
• Ability to Customize Easily
• Ability to Integrate Easily

8. The Anatomy of the Move
Moving forward with Kenandy:
• Less Complex than Previous System
• Less Administration/Specialization
• Native Force.com Application
• Standard Salesforce Customization
• Standard Salesforce Integration

9. Helix is Cloud Based… pretty much
Q
Quality
PRODUCT
CONFIGURATOR
HelixLinear.com

10. Product Configuration Integration
• > 70% Custom Configured Product
• Generates Quantity Based Price
• Generates complete BOO

11. Product Configuration Integration

12. Opportunity to Order with CC Authorization

13. Opportunity to Order with CC Authorization
Sales
Order
Product Item

14. Capacity Planning & Scheduling
• Scheduled queries collect data
• Data is dumped to discreet files
• Files are utilized by scheduling
system developed in Excel
• Schedule pushed into system

15. Capacity Planning & Scheduling
• Schedule available to all
interested parties
• View by Work Order/Work
Center/Operation
• Paperless Shop Floor

16. Mobile Shop Floor
• Mobile Pages Developed in Salesforce
• Apple iPads @ Each Work Center
• Real-Time Shop Floor Data Collection
• Improved Work Order Management

17. Improved Labor Costing

18. Improved Labor Costing

19. Quality Assurance
• Device/Gage Location Tracking
• Device/Gage Usage
• Device/Gage Calibration
• Controlled Documents