Navigating DELMIAWORKS

Tom Grigg shows you how to navigate the DELMIAWORKS interface

Formerly known as IQMS’ EnterpriseIQ, DELMIAWORKS provides mid-market manufacturers with a comprehensive ERP software and production monitoring systems.

In this video, Proximity’s Tom Grigg provides a quick walk through of the system, showing you just how intuitive and user-friendly (and powerful) DELMIAWORKS really is.

He’ll run through (amongst others) the:

• Business intelligence dashboards, which include various configurable KPIs
• Graphical layouts of your plant machinery / shop floor
• DELMIAWORKS reporting
• Sales order processing
• Document management

Before diving into the video, you can find out more about DELMIAWORKS

 

Transcript:

Dashboard view

So what we’re looking at here is our dashboard view.

The dashboard view is a fully configurable BI tool that’s integrated into the software, that allows us to view any of the data in a graphical format so that it actually is meaningful and then we can act on it.

Like I say, this can be configured to each user, each group of users, so straightaway all of the data required for somebody to do their job is at their fingertips.

KPI view

Across the top, you can also see some other tabs so we can have KPIs, key data that we might want to discuss in meetings, all available at fingertip. So you know, if we have a meeting each day – a production meeting where we want to discuss rejects or returned items or something of that nature – then we can view them all from this dashboard.

Plant layout view

We can also create a plant layout view.

The plant layout view is where we can actually create a graphical representation of the shop floor. This is actually integrated directly with our live real-time production monitoring solution, our MES, and you can see that these are all colour coded.

These basically define the status of the machine, so we can see here green means that the job is on time that’s on that machine, red means it’s slow, yellow means it’s down and there are lots of other colour codes. If we go to this legend here we can view those.

Reporting tool

Our standard reporting tool is Crystal Reports but what we can do on the dashboards is have all of our standard reports available, so that if we have a meeting to discuss accounts or something
of that nature, we can view all of the reports by clicking on them, selecting the filters and then running them, and we can view them directly on this dashboard.

Search utility

EnterpriseIQ has also got a comprehensive search utility, by which we can enter in a keyword here, by entering the keyword, and we can also use fuzzy searching here.

All of the results will appear just below and anywhere where there’s a plus – a little plus here – that basically means we can click and drill into the result.

So for an example here, this is CRM activity. By clicking on that plus you’ll see the CRM form will open and the relevant activity will be displayed, so we can see all the data.

Shortcuts tab

What I’m going to do now is just click through into our shortcuts tab. We can define all of the shortcuts that are required for each user.

This is configurable, very easy to do, we can just go to ‘configure shortcuts’ on the left-hand side, we can see a list of all available options that the user has purchased, and on the right-hand side is my specific shortcuts.

We can do this, once again, by a user or group of users. So that you know only the areas of the system that they’re looking to access will be available to them.

It’s important to note that we’ve also got a security module within the system so that we actually can fully prevent particular users from accessing certain areas of the system.

Sales orders

Now, clicking into the sales order, what you’ll see is a pick-list.

Our pick-list is our search utility, and you’ll see this anywhere where we’ve got lots of data that we have to search through.

So effectively what I can do is: search for PO numbers, I can apply various different filters, I can search through company names, and so on and so forth, just to find the exact record that I’m looking for.

Clicking through onto one of those, you’ll see our sales order form.

Forms

Now what we’re looking at here, this is the typical look and feel of a form within EnterpriseIQ. It’s important to note that the forms, and the whole system, has been developed by the same set of developers, meaning that everywhere has a similar look and feel. This means that, once you’ve developed a familiarity with the system, as soon as you get a new module it’s very easy to interpret what you’re looking at, and understand and pick up the new module quite easily.

As a general rule throughout the system what we have is, we always start with the most generic data across the top. So here we have an example of the sales order header, underneath we would have more specific information, so this here is a sales order line. And, as we go down the form, the data that’s being displayed becomes more and more granular. So once again: sales order header, sales order line, and these are all of the releases against the cells or the lines.

So you can see here, we’ve got a blanket quantity of five hundred thousand and eight hundred, and that is broken down into various different releases below here so that we can better utilise our resources over a period of time. If we’ve got a 12-month forecast, for instance of parts, we can actually spread those over 12 months, rather than having to manufacture all in one here.

Now, you’ll notice straight away from looking at the form there are lots of colours. The idea is behind the colours is that you can interpret the data without actually having to drill down. As an example of this: you can see green means shipped, purple means not shipped, and yellow means partially shipped. Straight away we can get an idea as to what’s happening with those various different releases.

You’ll see as I scroll over the item here, there’s a little man that appears next to the record. What that means is that we’ve got a jump-to feature available. We can right-click on that, and we can jump to various other areas of the system with direct context to what we’ve actually right-clicked on. So I can jump to that inventory record, I can jump to item availability, if it’s on a forecast, if it’s on a sales quotation, and so on.

Really useful, just means that you don’t have any dead ends within the software.

You’ll see throughout the system as well, that we have user fields. User fields are user-defined. We can enter a new label for each of these fields. Basically, what this is, is it’s a placeholder for data that you don’t normally have a native place for. So, if you’ve got some quite unique data that you need to hold against each sales order, this is exactly where you would store that.

Document management

We’ve got document management throughout the entire system as well. So we can store internal documents, which might be [documents] like text-type instructions, standard operating procedures, for instance. External documents would be [documents] such as PDFs, JPEGs, video files, anything of that nature, and then email correspondence as well.

Email correspondence can be dragged and dropped directly from your email client, straight into the system. It’ll store all the content within the email, and also drag through any attachments into the document management module.

Help files

Another nice little feature within EnterpriseIQ is also our help files. Anywhere you are in the system, by clicking on ‘help’ and then quite simply clicking on ‘contents’, the help files directly relating to that module will appear.

Now, that’s really important for people where you’ve got a large organisation, and you want people to be self-sufficient. The idea is that, rather than having to run to the superuser or phone up the help desk, you can encourage your users to help themselves use the help files. They are very comprehensive, you know you’ve got detailed descriptions as to each of the modules explaining what the data is, what the information means, and it basically makes your organisation much more self-sufficient.

Okay, and that’s it for a quick overview, in terms of navigation.

Thank you!