ThE OriginAl CAkEriE
Transcription
ThE OriginAl CAkEriE
CASE STUDY The Original Cakerie CUSTOMER PROFILE Starting in 1979 as a small industrial bakery producing desserts for restaurants in British Columbia, The Original Cakerie (TOC) opened its Vancouver head office and plant in 1989, and a second baking facility and warehouse in London, Ontario in 2011. Today they are the largest privately owned dessert manufacturer in Canada, employing some 500 people, with their frozen single-layer and supersize layer cakes, sheet cakes and sheet dessert bars sold to in the foodservice and retail markets in Canada and the U.S. 2 THE CHALLENGE Back in 2006, TOC’s biggest challenge was the lack of a single, integrated system, which created data silos and a lack of data visibility,” says Eric Murphy, Director, Information Technology. The company had been using many internally built applications, backed by Great Plains on the financials side. These home grown systems were not able to sustain the JustFoodERP,” Murphy recalls, and his team chose the “user-friendly and adaptable” JustFoodERP system built on the powerful ERP platform, Microsoft Dynamics. The Original Cakerie has long seen a direct link between technology and the ability to anticipate challenge of business growth, so TOC looked into and adapt to growth. “You could say I’m a model system. “Our internal team, which represented of the system to work for us,” says Murphy of his that were a possible fit to work with: IFS and their software technology partner. investing in an Enterprise Resource Planning (ERP) IT person in that I invest in a system and I want all each business unit, came down to two solutions seven-year journey to date with JustFoodERP as THE SOLUTION Phase 1 Implementation With 80 users going live simultaneously at the Vancouver location in 2006, the JustFoodERP implementation included Financials, Payroll, Human Resources, Fixed Assets, and TargIT as well as Manufacturing, Quality Control, Preventive Maintenance, and Labor Scheduling functionality. The latter piece was built so TOC employees can pick the days and hours they want to work and have it recorded in the ERP system. “Labor Scheduling was, and remains, a huge win for us,” says Murphy, “meeting our employee preferences, shift time, position, visibility for all - based on production orders and labor demand, coming from the routing - connecting all this, with systematic assignment of shifts based on all this slew of criteria.” “The elimination of duplicate information is key to managing the shop floor” - Eric Murphy, Director, Information Technology, The Original Cakerie 3 (cont’d) THE SOLUTION Phase 2 Implementation Today, the 80 users are spread between the two locations - about 60 of them at the Vancouver facility. Functionality within JustFoodERP has extended since Phase 1 to include several other aspects of the software system, including a big focus on improving Quality Management processes, as well as earning food safety certification, trade promotion management, and some laboratory functionality such as product development. The JustFoodERP warehouse management system is in the works. Driven by customer demand, TOC spent 2012 involved in the process of certifying to the BRC Food Standard, which falls under the Global Food Safety Initiative (GFSI) standard for food safety and quality. BRC certification requires procedural changes to their business, which can be accommodated by JustFoodERP. “We’re very proud of being BRC certified at both our facilities,” says Murphy. “BRC fit into our goal to delivering safe quality food… we have good traceability all the way through to corrective action.” The highest level (‘A’) of BRC certification was first completed mid-2012 at TOC’s 400-employee Vancouver, British Columbia plant and head office followed by certification at the London, Ontario facility by the end of 2012. Both facilities have received Canadian Food Inspection Agency (CFIA), and Food and Drug Agency (FDA) approvals following evaluation of their Good Manufacturing Practices (GMP) and HACCP programs. At each location, a cross-functional team across all business units, led by the company’s QA Director, worked on the BRC certification process. TOC employees worked on the integration of shop floor reporting to capture variations and deviations that are captured on the Variation Form. An event is created that is tracked within the company’s JustFoodERP system “so we know exactly when these variations have occurred, by whom and for which product,” says Murphy. The event is assigned to a supervisor and reviewed. If it requires further investigation, they have integrated BRC’s Corrective Action Form within JustFoodERP. “We’re very proud of being BRC certified at both our facilities, which fits into our goal to deliver safe quality food... we have good traceability all the way through to corrective action” 4 - Eric Murphy, Director, Information Technology The Original Cakerie (cont’d) THE SOLUTION In the Quality Management piece of their ERP system, TOC has integrated Lot Holds functionality so their QA team can assign specific dispositions on the lot or action item, and from that point on, the operations team does what needs to be done; when the lot is released, it can ship. “We’re working on what we call ‘positive release;’ based on product subject to testing, the system will automatically put the lock on a pre-determined time on hold. After a certain window of time, the product is released and ready to ship,” Murphy says. “We want better control between the time we manufacture and the time we do the testing, so we don’t send any product that might have to be recalled.” adding more confidential information such as volume-based reports (trade spend requests, rebate requests, etc.) into the broker portal,” says Murphy. TOC is also in the midst of fully integrating all their recipe information, including instructions within the production Bill of Materials (BOM) and product specifications, into one central repository. “The elimination of duplicate information is key to managing the shop floor,” Murphy notes. “Capturing data costs money; if data is entered once, you should be able to use it across your system.” TOC is looking into implementing the Warehouse Management (WMS) piece of their JustFoodERP system, including its mobility-enabled JF Floor functionality, with the goal to “bring speed of execution and barcode scanning” at the two TOC warehouses (one in each of their locations), for a “more efficient flow of information between inventory, staging and product use,” says Murphy. “From a traceability perspective, barcodes are a huge enabler.” With a new product development person driving that piece of the JustFoodERP system, the company is working with laboratory functionalities. “We want to separate (product) BOM and product development, so we will have a less restrictive environment for product development,” says Murphy. The company has used Electronic Data Interchange (EDI) technology within JustFoodERP since their 2006 implementation, but nowadays “we’re using lot more EDI than ever before, and we’re now looking into support for Advance Shipping Notice [ASN],” says Murphy. “The biggest retailers are driving this requirement.” Phase 3 Implementation On the sales side, trade promotions are managed within JustFoodERP for foodservice customers, with plans to roll the TPM technology out for retail, too. “We have created a broker portal to help share product profile information with our broker community, and now are looking at 5 THE BENEFITS The fact of having gone from all data silo applications across different departments to one main ERP system, where “90% of our business processes are centralized… is a success on its own,” states Murphy. “Real time visibility of our shop floor has been a big win from what we had before JustFoodERP was implemented.” “Now we have more insight on the true cost of manufacturing, of course we want even more.” Everything that TOC is doing with technology is “providing for our customers’ growth,” says Murphy, but “also it helps us look at how we do things and drives improvement within our organization.” The Original Cakerie is looking into implementing the Warehouse Management System within JustFoodERP, including its mobilityenabled JF Floor functionality, with the goal of bringing speed of execution and barcode scanning at their two warehouses 6 THE FUTURE “We just built a three-year roadmap for IT plans at we build a bridge to seamlessly integrate that into in it for continuing expansion of their JustFoodERP to really look at the gaps where business process the company,” says Murphy, and there is lots of room system. “My philosophy is that the system should enable our people to do their work more effectively by automating the non-valued added tasks, increasing productivity and capacity.” Pushing intelligent forms directly to the system, once workflow approvals are done, is the endgame; TOC is documenting all their business procedures and process workflows. “We have full-blown documentation in SharePoint, and once SOLUTION SUMMARY JustFoodERP and Microsoft Dynamics Locations: Vancouver, BC and London, ON – production facilities and warehouses at both locations Implemented Modules: Financials, Reporting, Human Resources, Labor Scheduling, Fixed Assets, Preventive Maintenance, Manufacturing, Quality Management, Food Safety, Product Development, Trade Promotion Management, EDI, Inventory Management, Web Portal, Mobile WMS. our JustFoodERP system, it will give us the ability management can happen.” Murphy adds that “another opportunity for us this fiscal year will be more advanced Business Intelligence, more around our core operations which is manufacturing.” As well, capacity-based planning and growth is very much on the minds of TOC management; the company serves West Coast and East Coast of both Canada and the U.S. out of their respectively located plants and warehouses. “We have created a portal to help share product profile information with our broker community, and now are looking at adding more confidential information such as volume-based reports” - Eric Murphy, Director, Information Technology The Original Cakerie 7 “ We have better control between the time we manufacture and the time we do the testing. Shipping products occurs once all testing has ” been received and validated. - Eric Murphy, Director, Information Technology The Original Cakerie