AI IDP- Client Pre-engagement Checklist

• Site conducted

  Select

• Conducted on

  Date

• Prepared by

• Company site representative

• Location
  Address

About your business..

• What type of business are you?

  Select Manufacturing FMCG Retail Online 3PL Healthcare Engineering Mining Building Construction Government Retail Service

  • Manufacturing
  • FMCG
  • Retail Online
  • 3PL
  • Healthcare
  • Engineering
  • Mining
  • Building Construction
  • Government
  • Retail
  • Service

• What is the name of your primary business software?

  Select SAP S4 HANA Oracle NetSuite Microsoft Dynamics 365 Infor Cloud Suite Epicor ERP JDA Blue Yonder Sales Force IBM Maximo QAD Adaptive ERP Sage X3 ODOO Pronto Xi Other

  • SAP S4 HANA
  • Oracle NetSuite
  • Microsoft Dynamics 365
  • Infor Cloud Suite
  • Epicor ERP
  • JDA Blue Yonder
  • Sales Force
  • IBM Maximo
  • QAD Adaptive ERP
  • Sage X3
  • ODOO
  • Pronto Xi
  • Other

• Do your operations have a warehouse control system (WCS)

  Yes

  No

  N/A

• Which of the following WCS is in use?

  Select Dematic iQ Honeywell Intelligrated Momentum SSI SCHAEFER WAMAS Swisslog SynQ MHS Helix Vanderlande VISION TGW Commander KNAPP KiSoft Bastian Solutions Exacta Murata Machinery C-WMS Other

  • Dematic iQ
  • Honeywell Intelligrated Momentum
  • SSI SCHAEFER WAMAS
  • Swisslog SynQ
  • MHS Helix
  • Vanderlande VISION
  • TGW Commander
  • KNAPP KiSoft
  • Bastian Solutions Exacta
  • Murata Machinery C-WMS
  • Other

• Is your system 'Cloud Based'?

  Yes

  No

  N/A

Business Structure - Maturity

• Does your business have ISO 9000/9001, or similar accreditations?

  Yes

  No

  N/A

• Does your business use KPIs?

  Yes

  No

  N/A

• Do you operate under business rules for the functions and are they clearly defined?

• Are the touch points that form the metrics for the KPIs measured?

  Yes

  No

  N/A

• Does your business know the TMP's (theoretical maximum productivity) for the business outputs based on inputs?

  Yes

  No

  N/A

• Is S&OP a part of the business culture?

  Yes

  No

  N/A

Internal Functions

• Does the company operate from SOPs (standard operating procedures)?

  Yes

  No

  N/A

• How often are the S&OPs reviewed and updated?

• Does your business have a sales and marketing function and are there KPIs that measure performance?

• Does your business have a warehousing function and are there KPIs that measure performance?

• Does your business have a purchasing function and are there KPIs that measure performance?

• Does your business have an operations function and are there KPIs that measure performance?

• Does your business have an inventory function and are there KPIs that measure performance?

• Does your business have a customer support function and are there KPIs that measure performance?

• Does your business have a logistics function and are there KPIs that measure performance?

• Does your business have a support services function and are there KPIs that measure performance?

• Does your business have manufacturing functions and are there KPIs that measure performance?

• How are the function outputs measurement requirements captured?

• Are there flow process charts defining activities with touch points for both internal and external functions?

• Which internal function is responsible for Master Data management?

  Purchasing

  Inventory

  Operations - Inbound

  Independent function

• Does the business have a CI function?

  Yes

  No

  N/A

• How often are the business rules and KPIs reviewed?

  Select Monthly Quarterly Half Yearly Annually Every 2 years Unknown

  • Monthly
  • Quarterly
  • Half Yearly
  • Annually
  • Every 2 years
  • Unknown

• Which internal function maintains the BOM?

  Manufacturing

  Inventory

  Purchasing

  NPD - New Product Development

  Other

• Purchasing - how often are supplier lead times reviewed

  Select Weekly Fortnightly Monthly Quarterly Half yearly Annually As often as required

  • Weekly
  • Fortnightly
  • Monthly
  • Quarterly
  • Half yearly
  • Annually
  • As often as required

• Do you measure the 3 lead time elements in the supplier logistics process?

• Purchasing - Do you measure supplier performance?

  Yes

  No

  N/A

• Yes

  No

  N/A