How to choose an ERP system for medium and large enterprises?
Let's first look at-
01 What is ERP
In layman's terms, ERP is a mirror of the enterprise, making the behavior of the enterprise visible and controllable.
In an enterprise, the information systems between departments are often independent of each other . For example, the sales department uses social apps, the financial department uses financial software, and the workshop often changes due to process formulas, bills of materials, production schedules, etc., and there are many types and quantities of raw materials. , inventory is not allowed, etc., often use Excel to record and manage...
Due to the lack of unified planning, it is difficult to transfer information among various departments. The company's customer information is all in the hands of the salesperson, and the salesperson will take away the customer after leaving the company . deliver.
The ERP system can "break the four walls of the enterprise" , promote the exchange of real-time information flow in the system, and make the behavior of the enterprise visible and controllable . It is an indispensable management software in the process of company development.
It is still a bit vague to say this, it is better to look at a classic template of a manufacturing ERP system .
Take Jiandaoyun ERP as an example to see what functions ERP can play:
Click to get free template: https://www.jiandaoyun.com
02 Why enterprises need ERP
Enterprises need ERP (Enterprise Resource Planning) system mainly for the following reasons:
1. Integrate information from various departments of the enterprise
Enterprises usually have multiple departments, such as purchasing, sales, finance, warehouse, etc., all of which need to process their own information and pass it on to other departments. The ERP system can integrate information from all departments, enabling better coordination and cooperation between departments, and avoiding the problem of isolated information islands.
2. Optimize business process
ERP systems currently on the market can automate processes and help companies optimize their business processes and improve efficiency and productivity by managing and coordinating processes. Moreover, it can help enterprises to automatically complete orders, shipments, payments, etc., reducing the error rate of manual operations and shortening the time required for the process, which helps enterprises improve efficiency and reduce costs.
3. Improve data quality
ERP systems can automate data collection and processing, and data is generally stored in a central database. Problems such as data error, data duplication, data loss and data inconsistency are solved, and data quality is improved.
4. Improve decision-making
The ERP system can provide real-time and accurate information to support enterprise decision-making - the making system has strong management capabilities. The management team who is proficient in using the ERP system can use the data and reports of the ERP system to better understand the company's sales, inventory, costs, profits, etc., so as to make better decision-making.
03 ERP system recommendation suitable for medium and large enterprises—Jiandaoyun ERP
Jiandaoyun is produced by Fanruan Software, a leading enterprise in data management. Jiandaoyun ERP system provides a one-stop solution for enterprise empowerment. Its flexible construction features solve digital problems for small and medium-sized enterprises and realize intelligent manufacturing functions.
The main functions of Jiandaoyun ERP system are divided into six modules. Customers can freely choose the functions they want to use according to their own needs, and carry out secondary construction on this basis. Compared with traditional ERP, Jiandaoyun ERP is more flexible and efficient, and is very suitable for Used by medium and large enterprises.
1. Customer management module
Free template: https://www.jiandaoyun.com
Through the intelligent decision support system in the ERP system, the financial management personnel of the enterprise can fully understand and master the operating conditions of the enterprise, accurately analyze and formulate the development direction of the enterprise, and effectively control and reduce the operating costs of the enterprise. At the same time, the middle-level managers of the enterprise can arrange the corresponding purchase plan, production plan, sales plan and capital plan through the ERP system. And the grassroots managers of the enterprise can issue daily work instructions through the operation of the ERP system. The customer function modules of Jiandaoyun ERP system include customer files, statistical dashboards, products, customers, contracts, funds and feedback and other subdivisions.
Function:
1. Meet the needs of mobile sales management and enterprise mobile collaborative office.
2. Realize unified management of customers, precise control of sales orders, and real-time statistics of data.
3. Help enterprises improve operational efficiency and sales performance.
2. Sales management module
Sales is the link for an enterprise to realize profits. The sales management of the ERP system starts from the product sales plan, manages and counts various information about its sales products, sales regions, and sales customers, and can control the sales volume, unit price, amount, and profit. , performance, customer service to make a comprehensive analysis.
As a low-code platform, Jiandaoyun's ERP system sales management module supports custom editing forms, processes, dashboards, and business rules, which can more deeply meet the personalized customer information management, customer duplicate checking, customer allocation/recycling, and customer follow-up management of enterprises. , contract order management, performance/repayment amount statistics and other pain points.
3. Purchasing management module
Purchasing is an important aspect for enterprises to control costs. The procurement management of ERP system can determine reasonable order quantity, excellent suppliers and maintain the best safety reserves for enterprises. It can provide ordering and acceptance information at any time, track and urge outsourced or commissioned materials to ensure timely arrival of goods. You can also create a supplier profile and adjust inventory costs with the latest cost information. The ERP system procurement management module created by Jiandaoyun can help enterprises dynamically grasp the management and control of project procurement costs and profits, and reduce controllable losses.
Function:
1. Purchasing management includes all supplier maintenance of materials, purchase demand application, purchase order follow-up after application, and the whole process of final order receipt.
2. Data analysis is to compare the procurement information with the control plan to determine whether the procurement is reasonable, and compare the procurement amount with the demand amount to analyze the procurement progress.
3. There is also a profit statement, compare the purchase cost and the contract amount to check the current profit size.
4. Technology management module
Jiandaoyun technology management module includes process management, main material/auxiliary material management, process management and other parts. Workshop managers can carry out planned production, quality inspection, completion and other work through the system. The person in charge and completion status are recorded online . Each plan There are records, and the management can check the plan progress at any time; once the product quality is abnormal, the complete file can be queried by entering the order number.
5. Production management module
Production control management is a plan-oriented advanced production and management method. First of all, the enterprise determines its overall production plan, and then after subdividing the system layer by layer, it is distributed to various departments for implementation. It organically combines the entire production process of the enterprise, enabling the enterprise to effectively reduce inventory and improve efficiency. At the same time, the automatic connection of various originally scattered production processes also enables the production process to be carried out in a coherent manner without production disconnection and delays in production delivery time.
6. Inventory control module
Inventory management is a small module in the enterprise, which is often ignored by enterprise managers, but if it is neglected, it will also have a great impact on the enterprise. The inventory control of the ERP system will combine the data of other modules to control the enterprise's inventory reasonably. While ensuring the sufficient supply of materials required for production, avoid the backlog of inventory in the enterprise.
These functional modules can usually be customized and configured according to the needs of the organization to meet different business needs. The purpose of Jiandaoyun ERP system is to integrate all business processes into one system, thereby improving the efficiency and operation management level of the organization.
04 Application case introduction - Hongxing Plastics: It replaced the original ERP through zero-code development
Through Jiandaoyun, our company has built a set of its own digital system from 0 to 1, replaced the old system that was expensive and not suitable for its own management needs, and saved hundreds of thousands of purchase and development costs. The level of digitization has been raised. Choose a suitable tool, quickly and accurately collect information in a convenient and cost-effective way, and be able to set up logical automatic analysis, which can meet the informatization requirements of most small and medium-sized enterprises.
——Zhejiang Hongxing Plastic Industry Co., Ltd.
Zhejiang Hongxing Plastic Industry Co., Ltd. is an industry-leading manufacturer of plastic bobbins. The company has more than 50 sets of automatic injection molding machinery and equipment, more than 700 sets of molds, and the production scale has reached 15,000 square meters. The business scope covers: product development and design, mold manufacturing, polymer material modification, precision injection molding, plastic recycling and regeneration, aiming to provide comprehensive and one-stop yarn carrying solutions for high-end customers in the textile industry.
The company now has a professional R&D team and a well-equipped polymer material testing laboratory. In 2017, it was awarded the title of Zhejiang Science and Technology Small and Medium-sized Enterprise. The company has passed ISO9001:2008 quality management system certification, and has self-management import and export qualifications. Overseas markets include Pakistan, Indonesia, Vietnam, Bangladesh, Germany, India, Sri Lanka and other countries.
business background
With the expansion of the production scale of the enterprise and the increase of production personnel, the difficulty of management has greatly increased.
For example, in terms of information circulation feedback, after placing an order, business personnel need to inform the person in charge of production again , and the person in charge of production then informs each person in charge. The person in charge of production will inform the business personnel, and the information cannot be transferred automatically after it is generated. Business personnel cannot check the specific production status and progress of the order by themselves. If someone asks for leave, transfers or resigns midway, it will be a big trouble for the operation of the entire link. In terms of inventory in the warehouse, with the expansion of production capacity, the warehouse needs to store more things. The original positioning and placement can no longer make full use of the space. When you see where there is space, you can put it directly. It often happens that you know the warehouse. There is this thing but I just don't know where it is. For the calculation of employees' wages, because some products are timed and some are piece-based, and the summary of workshop statistical data is delayed to the financial department, it often leads to the financial department being very busy at the end of the month. If the data provided by the workshop is wrong, it is very troublesome to check back.
With the rapid changes of external and internal situations, small and medium-sized enterprises often change their management methods according to actual needs. There is no suitable tool to solidify and guide employees to familiarize themselves with the new changes as soon as possible, which sometimes leads to work confusion.
solution
At the beginning of 19, the company was recommended by a client and came into contact with Jiandaoyun. Just at that time, the manual form "Mold Maintenance Form" in the company was used up and was about to be purchased, so I started to try it from this form, officially started the construction of the company's application, and produced our company's first Jiandaoyun form "Mold Maintenance Form". After trying the convenience of the cloud form, it began to spread to other departments for application management, and began to design the framework and ideas of the entire system. The middle and late 2019 is the fastest time for growth and construction, and new forms and new functions will be produced almost every day.
At the stage of starting to promote the new system, we also encountered opposition and incomprehension. The team formulated a principle through repeated thinking: rapid feedback, push up and down, and consider integrity. That is, within the functional framework, consider the upstream and downstream information circulation, and quickly build a function demo in the face of problems, so that the relevant responsible person can experience the actual operation. As long as the responsible person puts forward suggestions for improvement, the matter will be successful. Through this method, the new operating system is rapidly deployed within the company, and its functions are continuously expanded, realizing sales management, technical management, production management, quality management, financial management, administrative personnel management, supply chain management, warehouse management, Internal training management, OEM management, etc. have replaced the original ERP system.
Scenario 1: Dispatch, report and employee salary calculation
Pain points:
Considering the low level of education of the workers, it was often wrong to ask employees to fill in the report by themselves. Asking the person in charge of the workshop to review it again will cause the production data to be fed back to the planning, financial and sales departments to lag behind. The financial work will be highly concentrated before the salary is paid at the end of the month, and the time utilization is unreasonable. At the same time, manual checking of the unit price of each product and various subsidies is prone to errors, and the sales staff cannot timely understand the order production situation.
Solution process:
Using Jiandaoyun's field QR code, it is automatically generated when dispatching workers and posted on the machine. When reporting for work, employees only need to scan the QR code and fill in the production quantity. The data will be automatically transferred to multiple team leaders for review, which speeds up the speed of data feedback. And on this basis, the product piece counting file has been improved. When the data is reviewed and transferred to the finance department in the workshop, the finance department only needs to simply review it once to complete the salary calculation of the employees on the day, which greatly increases the efficiency and accuracy.
value:
The operating requirements for reporting to work are reduced, so that employees can fill in the report by themselves and be reviewed by the person in charge, which greatly improves the timeliness and accuracy of the data. Provide effective data support for the dispatch of planners, so that sales staff can know the production progress anytime and anywhere to communicate with customers. The workload of financial personnel at the end of the month has dropped by more than 20%. Previously, at the end of the month, there would be waves of employees reporting salary calculation errors due to problems with the data provided by the workshop. After the application was launched, there were basically no errors.
Scenario 2: Warehouse Location Inventory Management
Pain points:
The warehouse has a large area, many types of products and small volume, and at the same time, due to the tight storage space, it is impossible to locate and store. The original ERP did not have the concept of warehouse location, and it was cumbersome to use paper or Excel to record and could not guarantee timeliness. Moreover, manual entry of quantity would increase the possibility of data errors, resulting in inaccurate inventory and difficulty in finding goods. The resulting wrong goods were sent again. lead to customer complaints.
Solution process:
Print the QR code on the product label, which is convenient for the warehouse to scan the code to enter and exit the warehouse, automatically recognize the number of boxes on the label, and enter the number of boxes to automatically calculate the quantity of the warehouse. At the same time, the warehouse is re-divided into storage locations, and a QR code is placed on each location, and the code is scanned for entry and exit for positioning.
value:
The link of manual calculation is reduced, the error rate is reduced, and the accuracy and effectiveness of inventory are improved. Through inventory, it is found that the data accuracy of the warehouse can reach 97.65%. Strengthening the efforts at the management level can further increase this value.
The templates mentioned in the above cases can be downloaded from the official website of Jiandaoyun and built freely!