Case Study

Streamlining Manufacturing

Designing a customized Enterprise Resource Planning Platform

Hardware Fabrication Company

Hardware Fabrication Company

I began the project by conducting meetings with key stakeholders involved in the overall manufacturing process at all levels at the company. As an exercise, I asked them to walk me through the entire process of completing a manufacturing project.

These discussions helped me understand the pain points and challenges they faced in their day-to-day operations, and helped me formulate the overall needs the platform would have to address.

Methods

First I gathered material the company provided and studied how the manufacturing process at this company truly worked; specifically how stock was brought in, how inventory was stored, and how manufacturing was completed.

Insights

In order to better understand the potential needs of the software, I conducted a Competitive analysis of existing ERP Platforms. I listed the key features present in every platform, and noted common patterns of navigation.

Who are the Users?

I created two User Personas that matched to essential roles in the manufacturing process at this company. These helped anchor my design process moving forward.

Kelly

Manager

"As the manager, I need a clear overview of all processes that have happened and all that are happening currently in the workshop, so that I can monitor progress, catch mistakes, and figure out ways to be more efficient. "

Tom

Logistical Associate

"As an associate more involved in the hands on process of manufacturing, I want easy to use software that is streamlined, so that my workflow does not increase."

Establishing Goals

Before moving onto the design phase, I used all information gathered from the Discovery phase to refine and categorize the end goals of the software.

1

Record stock and inventory input and output

2

Keep a record of specific steps involved with manufacturing processes

3

Track the currently active processes relating to manufacturing happening at the company

Tailoring to users needs

User Flows

Established process

At this company, all records of most parts of the manufacturing process were made and kept offline. This was necessary for security but limited efficiency by a great deal.

Samples of the documents that kept records of each step of the manufacturing process at this company.

Samples of the documents that kept records of each step of the manufacturing process at this company.

Mapping out

With knowledge gained from user research and discussions with the stakeholders, I set out to create a detailed map of the information architecture. From this exercise, I was able to determine three overall modules the software would have: Inventory, Manufacturing, Quality Management. By analyzing the necessary functions of each of those modules, I mapped out all the pages that would be necessary underneath those.

I iterated upon this, meeting with the stakeholders to confirm that the architecture did align with the established processes.

I iterated upon this, meeting with the stakeholders to confirm that the architecture did align with the established processes.

Design System

After creating the User flow, I started working on creating the smaller components of the design system, such as clickable elements and section headings.

Module 1

Stock + Inventory

Item movement

The first module I tackled was Stock + Inventory. One of the most important aspects of a manufacturing business is being able to track where items are at any given moment. Through creating the information architecture, I realized that Items could be divided into two main categories: Raw material or Finished Product. Either way they would need to have similar attributes: current amounts in possession and storage location. I kept in mind that Items as an object will eventually need to be added to specific instruction manuals for specific products.

A demonstration of how an Item could be selected, and all the attributes that would display about that item.

A demonstration of how an Item could be selected, and all the attributes that would display about that item.

Warehouse

From there I moved onto Warehouse records. Warehouse would be a visual map, configured by calculating where an item was and the quantity.

Warehouse and Items were connected: one will affect the other.

Warehouse and Items were connected: one will affect the other.

Module 2

Manufacturing

Items involved

While creating the flow, I spent a lot of time learning about the process of making a product at this company: from the moment the customer places an order to the moment it leaves the facility. That helped me visualize the overall structure of a Product object in the software, and what its attributes would need to be.

Product to Work Order

In this software, a Product would inherently have two main attributes: Bill of material (items required to make the product) and Procedures (all steps involved in making a product). Once the Product was added to a Project, its specific assigned Procedures would then create Work orders, which would assign employees to specific jobs and keep track of progress.

Project Plan

Connected to manufacturing a Product was a Project Page, which would house the records of the product manufacturing life cycle. Projects would also include information about the Project Quote provided to the client, the Sales order, and shipping information.

The Project Page provides a visual overview of the progress; managers move the progress along, verifying what needs to be verified and then assigning accordingly.

The Project Page provides a visual overview of the progress; managers move the progress along, verifying what needs to be verified and then assigning accordingly.

Module 3

Quality Management

Maintaining Quality

Through discussions with the company, I learned that another essential aspect of the manufacturing process was Quality Management. At this company, there were many established processes in place for checking and maintaining product quality, and they were keen on keeping it that way. I designed this module as a sort of template gallery, that would create documents based on the parameters provided.

Procedures could be created from a basic template, and then assigned to a specific product. That way when a Product is added to a work order, the specific Procedures belonging to it would be loaded as well.

Procedures could be created from a basic template, and then assigned to a specific product. That way when a Product is added to a work order, the specific Procedures belonging to it would be loaded as well.

Digital + Document

Printed forms were necessary in this aspect of the business, so we decided that the main function of this module would be to store the forms in a digital and print format.

I maintained the basic structure of the example form I was given, slightly modified for user interaction.

I maintained the basic structure of the example form I was given, slightly modified for user interaction.

What I Learned

Challenges

The project immersed me in manufacturing, an industry I was not used to. It did seem a bit tedious at first, due to the fact that I would have to learn how specific manufacturing processes worked.

Solutions

I resolved this by making sure I understood all aspects of the many specific processes at this company before starting any design. Refining project goals helped a lot as well, to keep the design process on track.

Looking Forward

Results

The stakeholders were extremely satisfied with the results provided, and felt really confident about their trajectory moving forward.

What's next

Development is in progress. Metrics will be updated once available.

Thank you for reading!

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