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End of Year Presentation
Adham Abdulqader (BEng Hons Electronic Engineering IEng)
July 2015 - June 2016
Product Configurator
• Initial Product Configuration
• Plugs & Leads
• Conduits
• Standard Operating Procedures
(SOPs)
• Training
Warehouse 4
Cable Ports
Other Activities
Project Overview
2© Carbolite Gero
Product Configurator
Conduits
Plugs & Leads
SOPs
Training
3
Used the companies Price Book to create a set of rules in Design
Studio.
• Aim was to easily modify and customise the desired options of
Carbolite Gero’s product range
• Reduces potential errors
Software packages used to complete this project:
• Design Studio
• Infor XA
• Microsoft Office Suite
Product Configurator
4© Carbolite Gero
Designed over 400 rulesets/configurations which consist of:
• Condition Rule
• Variable Rule
• Screen Rule
• Message Rule
• Detail Rule
Product Configurator
5© Carbolite Gero
Front-End of Configurator
6© Carbolite Gero
Back-End of Configurator (Design Studio)
7© Carbolite Gero
Variable Rule
Screen Rule
Condition Rule
Encountered many issues with Configurator:-
• Had to change from family products to
specific products
• Stopped using volumes and diameters as
options
• Split the voltages from generic to specific
• Removal of Optional Accessories
• Removal of pricing
Issues with Configurator
8© Carbolite Gero
The power plugs and cables used for Carbolite Gero’s products.
• Established part way through the project which was a requirement in
products
• Different selection of Plugs & Leads for different countries
• Based on Product, Voltage and Current - Liaising with technical support
• Had to create new Bills of Materials to satisfy plugs and leads in live
environment
Plugs & Leads
9© Carbolite Gero
Plugs & Leads
10© Carbolite Gero
2658 possible
combinations
Conduits
11© Carbolite Gero
The tube that connects the wires going from the control box of the
product, to the actual product itself.
Problem:
• Conduits did exist, but was not well defined
• Standard products only catered for 2m
• Intention to add 2/6m functionality to all existing features
Conduits
12© Carbolite Gero
Configurator handles this problem !
• More defined conduits
• Specific BoMs were devised
• All relevant BoMs were edited
• Timed implementation
471 possible
combinations
• Trained the sales team
• Currently training Mick Stasi and Mark Baggaley
SOPs & Training
13© Carbolite Gero
Warehouse 4
14
Project name given to a separate store for the
common spare parts for Carbolite Gero’s Product
range.
Created to improve the lead time to the customers
and provide a better customer service.
How it’s improved:
• Purchase parts had a lead time of 2 weeks
• Manufactured parts had a lead time of 4-5
weeks
• Improved it to 2-3 working days
Warehouse 4
15© Carbolite Gero
Duties:
• Information derived from Infor XA
• Placed spare parts on specific locations on
shelves
• Identified parts with the correct label
• Checked quantities
• Put stock quantities and locations onto
Infor XA
• Stock counts
Warehouse 4
16© Carbolite Gero
Cable Ports
17
A drilled hole in a specific side of a product for the cables to run from the
product to any external application.
• 3 standard sizes for cable ports (Ø) - 6mm, 36mm, 48mm
• Standard positions on the products
• Specific positions are based on customer request
• By looking at drawings and Solid-Edge, have discovered which position
products can have
Initial investigation is complete.
Further Investigation will be complete by my successor.
Cable Ports
18© Carbolite Gero
Other Activities
19
Other Activities
20© Carbolite Gero
Mark Baggaley
Possible Etumnu
Phil Brewer
Richard Turner
Mick Stasi
Paul Haigh
Michael Rhodes
Penny Watkin
Tony Townsend
Garry Midgley
Richard Tattersall
Acknowledgements
21© Carbolite Gero
Thank you for listening.
Any questions?
22

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End of Year Presentation Adham Abdulqader

  • 1. End of Year Presentation Adham Abdulqader (BEng Hons Electronic Engineering IEng) July 2015 - June 2016
  • 2. Product Configurator • Initial Product Configuration • Plugs & Leads • Conduits • Standard Operating Procedures (SOPs) • Training Warehouse 4 Cable Ports Other Activities Project Overview 2© Carbolite Gero
  • 4. Used the companies Price Book to create a set of rules in Design Studio. • Aim was to easily modify and customise the desired options of Carbolite Gero’s product range • Reduces potential errors Software packages used to complete this project: • Design Studio • Infor XA • Microsoft Office Suite Product Configurator 4© Carbolite Gero
  • 5. Designed over 400 rulesets/configurations which consist of: • Condition Rule • Variable Rule • Screen Rule • Message Rule • Detail Rule Product Configurator 5© Carbolite Gero
  • 7. Back-End of Configurator (Design Studio) 7© Carbolite Gero Variable Rule Screen Rule Condition Rule
  • 8. Encountered many issues with Configurator:- • Had to change from family products to specific products • Stopped using volumes and diameters as options • Split the voltages from generic to specific • Removal of Optional Accessories • Removal of pricing Issues with Configurator 8© Carbolite Gero
  • 9. The power plugs and cables used for Carbolite Gero’s products. • Established part way through the project which was a requirement in products • Different selection of Plugs & Leads for different countries • Based on Product, Voltage and Current - Liaising with technical support • Had to create new Bills of Materials to satisfy plugs and leads in live environment Plugs & Leads 9© Carbolite Gero
  • 10. Plugs & Leads 10© Carbolite Gero 2658 possible combinations
  • 11. Conduits 11© Carbolite Gero The tube that connects the wires going from the control box of the product, to the actual product itself. Problem: • Conduits did exist, but was not well defined • Standard products only catered for 2m • Intention to add 2/6m functionality to all existing features
  • 12. Conduits 12© Carbolite Gero Configurator handles this problem ! • More defined conduits • Specific BoMs were devised • All relevant BoMs were edited • Timed implementation 471 possible combinations
  • 13. • Trained the sales team • Currently training Mick Stasi and Mark Baggaley SOPs & Training 13© Carbolite Gero
  • 15. Project name given to a separate store for the common spare parts for Carbolite Gero’s Product range. Created to improve the lead time to the customers and provide a better customer service. How it’s improved: • Purchase parts had a lead time of 2 weeks • Manufactured parts had a lead time of 4-5 weeks • Improved it to 2-3 working days Warehouse 4 15© Carbolite Gero
  • 16. Duties: • Information derived from Infor XA • Placed spare parts on specific locations on shelves • Identified parts with the correct label • Checked quantities • Put stock quantities and locations onto Infor XA • Stock counts Warehouse 4 16© Carbolite Gero
  • 18. A drilled hole in a specific side of a product for the cables to run from the product to any external application. • 3 standard sizes for cable ports (Ø) - 6mm, 36mm, 48mm • Standard positions on the products • Specific positions are based on customer request • By looking at drawings and Solid-Edge, have discovered which position products can have Initial investigation is complete. Further Investigation will be complete by my successor. Cable Ports 18© Carbolite Gero
  • 21. Mark Baggaley Possible Etumnu Phil Brewer Richard Turner Mick Stasi Paul Haigh Michael Rhodes Penny Watkin Tony Townsend Garry Midgley Richard Tattersall Acknowledgements 21© Carbolite Gero
  • 22. Thank you for listening. Any questions? 22

Editor's Notes

  1. Mainly to accurately represent our products Infor XA (Business ERP System)
  2. Used as a Heading/Title Where all the process happens (Behind the scenes) Displays the front end user interface, (Left) A message that would pop up on the screen depending on the logic applied Displays the front end user interface, (Right)
  3. What the end-user sees
  4. When we talked to the sales team, it was found that it was easier for them to understand and to configure them as specific products rather than family – eg. CWF-CWF1113 Example of integrated volume and diameter – MTF 10/15/130 Voltages – 208SN to 200V-208V Optional Accessories – disabled it, but can get back to it whenever Prices – Creates various matrices in configurator linking every product and its options with a 2015 price. 2016 came into play, although it was doable, it would have taken such a long time to change every price to match the new 2016 price book Prices – Actively decided that pricing is better handled in the business ERP system rather than configurator and so therefore we are relying on auto pricing
  5. Scope of the project changed by an outside influence which affected configurator Although it sounds easy, turns out there is a lot of plugs for different countries On top of all the complications that its based on different countries , it is also based on the product itself and also current rating Created BoM in Infor XA in the Live Environment with the help of supervision from others to satisfy plugs and leads in configurator
  6. Design Studios – Option Lists and also Matrices Option Lists is simply a list of options where you could make specific groups with and have a specific selection in that group Matrices is similar to how we have Excel but in Configurator Show list of options for different Plug types, show them being used in the matrices
  7. Conduits did exist but was not well defined - was mixed in both BoM’s and Options with incorrect components Standard products only catered for 2m in the Infor XA system– when several customers preferred 6m
  8. More defined conduits in configurator and also Infor XA – Can provide options of 6m for customers Specific Bills of Materials were devised and added to appropriate new options Picture – To identify where conduits was needed, I created an excel sheet to show the different configurations needed All relevant XA BoMs were adjusted or created to reflect the changes made in configurator All XA Features were amended so that when we went live, the options were de-activated and new generated numbers would add conduit components accurately – Providing a smooth change and also avoiding any disruptions OOPS: One thing the configurator did not take into account is the Lenton products when it came to conduits, so now all after the change in live, the BoM is slightly affected, but its nothing we cant handle.
  9. Created a series of SOPs and Guidelines Trained the sales team for ‘Go Live’ - went well using the system Since configurator was the preferred system, we received positive feedback from the sales team and so therefore I went from configuring the products to supporting and training other people
  10. Stock count as a final check to ensure the quantities were accurate
  11. Other Activities Re-cabling of IS Server Room (Once the cables started getting messy, it became difficult to maintain reliability which is why we had to re-cable the server room. The reason why the cables were so messy is because recently the office was re organised, and so the cables had to be adjusted and organised accordingly. Creating Network Cables Spent 2 Days in Test with Richard (Understanding how to configure the controllers manually) Spent time with senior electrical draughtsmen (got a brief understanding of what he does and the software he uses eg. Itools) Been around the labs with Tony Wire Layout: Yellow – Phones Blue – Servers Black – Computers Red – Uplinks (Linking network equipment e.g.. Switches and firewalls) Orange – CCTV Pink - Internet