User:Vtaylor/Supply chain management

ls - less software, cu - cyberu, lo - learning object

in progress

 * 3 levels + learn more... - basic, detailed, advanced/custom - overview, introduction, process


 * ? frame agreements, risk management


 * ? auto-generate process diagrams - easy text input > diagram ? from database entries - this is what the system thinks you are doing but is this what you meant to do - 2. apply relentless attention to process


 * ? personalized help pages - based on user / corporate profiles

== Price list==

Price list - key functionality of the application, automates important business function, ensures consistency in responses to RFQs

item prices
 * basic - standard price, any time, any quantity, any customer, new condition
 * detailed - customer agreement, promotion, quantity-based, date-limited
 * automated - calculated on margin, ? rules

other information
 * average inventory cost / actual inventory cost
 * margin calculation

examples
 * standard - no special pricing, enter item, price retrieved
 * customer agreement
 * promotion with time limit
 * calculated based on average inventory cost * margin

== Order processing==


 * process request for quote
 * prepare and send a quote - new quote, locate / add customer / contact, add items / services, prices, save, review, send
 * generate a sales order from a customer quotation - add new information, modify information from quotation as required, allocate items from inventory, approve

additional functions / displays
 * review existing quotes
 * add new customer account
 * add new contact
 * change customer account information
 * change contact information
 * record optional information - space provided for notes, information for improved customer service, internal communication
 * look-up available records / options - eg. list of customers
 * automated pricing
 * find appropriate price
 * add price information - dates, quantities, customer agreement, promotion
 * cost of parts in inventory
 * review order status
 * warehouse action
 * shipping action

user
 * log into the system
 * identify and complete required fields
 * using help hints
 * changing pre-filled fields
 * warnings / errors - missing information, invalid entry, edit check failed

administrator
 * setting required fields - red bar to left
 * setting inter-field edit rules
 * setting default values for fields - currency
 * document templates - quotations

concepts / terminology
 * services / items
 * timelines - days quote is valid, delivery after receipt of order
 * condition - new
 * inventory - cost, allocated, available to promise
 * price list - cost, dates, quantities, customer agreement, promotion, margin

assumptions
 * audience - user / access authority levels
 * work - always online / at computer?

== Requisitions==

requester
 * create a new requisition
 * add ship to warehouse information
 * add new requisition line item
 * submit for approval

buyer
 * review open requisitions queue
 * designate buyer for requisition items
 * create purchase order - supplier selection, price, delivery, approval
 * create sourcing request - purchase order, supplier agreement, quotation
 * retrieve RFQ
 * deliver RFQ
 * record sourcing response

other ideas
 * approval processing
 * roles - requisitioner, buyer

== training outline, learning objects==


 * ADDIE - active image - Hovering your mouse over the below diagram will display a short description

http://virtualskies.arc.nasa.gov/teachers/index.html


 * The Overview: A brief listing of the aviation topics covered, supporting activities, and a description of the “You Decide” case study


 * Tutorial: The curriculum subdivided up by major topics within the main subject matter


 * Take Control: Interactive activities (usually Flash or Java animations) that reinforce knowledge and skills presented in the Tutorial. It is recommended these be done after working in the Tutorial


 * You Decide: Case study simulations that provide an opportunity to use high-level cognitive skills and collaborative learning techniques while reviewing the subject matter


 * Certification: 20 question, multiple-choice assessment tests. Those who score >80% are considered to have successfully learned that module, and are invited to print out a cool NASA certificate of completion with their name

dm - Tues Nov 16


 * component description, page help, robohelp-like window with index/content
 * questions, bullets, stories
 * ? 3 levels of views / help - simplest, turn on next level of functionality when need it / trained to use it ?
 * ? links to help from component descriptions ?
 * harvest component descriptions > help

mf - Sat, Oct 30, 2010	Re: scenarios


 * UP & OUT - action display > "help" > 2. detail - how to + links to related detail, introduction, overview
 * DOWN / NEXT - user profile > "training" > path - 0. overview, 1. introduction, 2. details - appropriate to user authority, already covered, needs remediation, new functionality

Supplier and supplier goods management
 * Management of spend authority and approval
 * Requisitions
 * Supplier Sourcing
 * Purchase Contracts
 * Supplier Agreements
 * Supplier definition

Order Fulfillment Process - diagram - links to information / training for each function

== support and "training"==


 * general overview, concepts
 * best practices
 * organizations, periodicals, newsletters, blogs
 * learn more... curation - few excellent choices and why [Kelley IDEO]
 * practice, case studies (=exercises)
 * certificate of completion

training - it ‘sticks’ and leads to meaningful behavior change in the workplace


 * screen - title, graphic, text, rollover/click on screen, buttons for new windows, next, back, faqs, learn more
 * short audio with transcript option, explaining a diagram or picture
 * short video - 3 minutes
 * animation - mostly gratuitous
 * links to separate documents in new window - job aids, background, source, elaboration


 * diy support - questions, did this help? - solution, tags, questions - directs vocabulary, questions sequenced to reduce number of possible solutions that might be applicable, users can still search if they wish


 * in context job aids - functions, definitions

? what do customers want / need, example of other cloud apps help / training ? salesForce

=== lessons / content ===


 * video - captivate https://www.createspace.com/Special/Help/Videos/BookOverview.jsp
 * community https://www.createspace.com/en/community/index.jspa
 * help pages https://www.createspace.com/Help/Index.jsp
 * level of detail, writing style, formatting https://www.createspace.com/Help/Rights/ContentGuidelines.jsp


 * lunch and learn - Diigo, paths of paths, everything you ever wanted to know about supply chain management - open / restricted - what does cu do if path contains lo that this learner can't access


 * test-out, self study - quiz with feedback and/or lo for correct / incorrect response

== Acquisition==
 * What is acquisition?
 * Where does acquisition fit in the supply chain process?
 * What are the basic steps in the acquisition process?
 * What do I need to request a part? information, authority
 * How is the part purchase processed? submit, approve, generate purchase order


 * What are the basics of the application? What can it do?
 * Integration - what is this? What do I see? enter one place, see the information in other parts of the processing - everyone sees the same supplier information - shared access to catalogs, price lists, orders


 * Filling in forms - kinds of inputs - type, pull down, lookup
 * Lookup - what is this? integration throughout the application, wild cards, search, guess
 * Security and access - see, change, delete

What do you want to do? Select from a list of functions

acquire parts - new requisition
 * What do you want to purchase? Select from the list of known parts - Widget-39
 * Do you have a completed requisition? Here is how to fill in the requisition - requisition screen
 * Is an approval needed? Here is how to get the approval processed

view existing requisition
 * Has the part been delivered? Check for requisitioned, approved, order prepared, sent, received, filled, shipped, delivered

? levels of security - simple and user can do everything, multiple approvals required

== Resources==


 * CyberU - SCORM - Moodle, eXe


 * http://wikieducator.org/Open_Business - portal


 * Free Management Library - extensive collection of links to information about business and management practice. High level overviews are given along with links to other resources grouped by subtopic


 * Supply & Demand Chain Integration/ERP News


 * Data Driven: Profiting from Your Most Important Business Asset by Thomas C. Redman - 6. develop knack for continuous improvement, 7. set and achieve aggressive targets for improvement, 8. formalize management accountability for data, 10. recognize that the hard data quality issues are soft and actively manage the needed cultural changes
 * simple model for culture change - simultaneously - sense of urgency, clear shared vision, actionable first step (tomorrow 8am), capacity to change

OERs - wikieducator
 * SCM - Supply Chain Management Seminar, University of Manitoba, 2010, JULY 12-18
 * CEMBA CEMPA/Course Objectives - Commonwealth Executive MBA / MPA Degree, Diploma and Certificate Programmes

courses
 * stanford guy
 * Penn State | Graduate Certificate in Supply Chain Management - world's oldest, largest, and most comprehensive program in supply chain and information systems.

organizations

DYI support
 * questions > fewest possible solutions
 * model business processes - provide flow charts depicting these