Where it starts
Run until now from a whiteboard and a notebook. The business in this demonstration: 14 craftsmen making wooden furniture to order.
This is a product demonstration with a made-up business, not a customer story.
What the app takes care of
- Orders were tracked on a whiteboard and in a notebook, and delivery dates were promised that could not be kept. The suggested date is worked out from stock, purchases on order and the hours already booked in each stage, and the office makes the promise.
- Timber or hardware ran out halfway through a job. Each job's materials are checked against stock and purchases on order, so a shortage shows before the job starts, with what to reorder.
- Nobody knew where each order was in cutting, assembly, finishing or upholstery. The workshop board shows a lane per stage with the days of work queued, the jobs blocked and the craftsman on each.
- There was no view of what is in production now. Orders at risk, work left and materials short are shown together, week by week.
- It was not clear whether each order made money. Ask which orders earn their keep, and the crew answers from prices, materials and recorded hours.
The screens the crew designed
- The workshop board, for Owner and workshop lead: A lane for each stage with the days of work queued, and the orders at risk against their promised date, each with the reason.
- A shared tablet at the bench, for Craftsmen: Pick your name, see your jobs, log hours, and report what is missing with one tap. Big buttons, made for use with gloves on.
- One order, from quote to delivery, for Office: Each line of the order with its stages and who is on them, the materials it needs and whether they are in stock, and a forecast finish next to the promised date.
- Promising a date you can keep, for Office: The suggested delivery date, worked out from stock and the hours already booked, beside the date the customer asked for. The promise stays empty until a person chooses it.
- Short before the job starts, for Stock and purchasing: Materials short for open orders, with the order they hold up and when a purchase placed today would arrive.
- Is this order making money?, for Owner: Line prices, costs so far and the expected margin against the estimate, with the reason for any gap.
- Margin on every order, for Owner: Orders listed with their expected margin against the estimate, so the order that is losing money stands out.
Routines it runs
In this session the crew planned the suggested date and the shortage check as figures a person acts on; the app does not place orders with suppliers.
- Shortage check. When an order is accepted or planned: Its materials are checked against stock and purchases on order, and anything short is listed with what to reorder.
- Suggested date. When a quote is accepted: The workshop suggests a delivery date from stock and booked work. The promised date stays empty until the office chooses it.
- Blocked job. When a craftsman reports something missing: The job shows as blocked on the board with the reason, and the craftsman carries on with another job.
What changes for the owner
- Dates you can keep. The office sees at risk before promising, instead of finding out on delivery day.
- No surprises at the saw. Shortages show before a job starts, with what to reorder.
- The whiteboard retires. Every order shows its stage, who is on it and whether it still makes money.
Who works on it
Leo, the lead, brought in the experts this job needed: Leo, Archie, Dax, Dez.
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