On Time In Full Smart Sourcing Installation

On-Site Date: Wednesday, March 24, 2010

3
Timeline Week Task # Task Task Description and Key Points Responsibility Date Completed

Identify OTIF & Smart Sourcing Project

Leader/Champion. Recommend someone Dealer Management
Week 1 02/24/10 1.1 Communication
with Parts & Service responsibility or co- Team
leadership.

Announce OTIF & Smart Sourcing strategy Dealer Management

Week 1 02/24/10 1.2 Communication
to Parts & Service at impacted stores Team

Purpose of meeting: To ensure the PSSRs

and Parts Dept understands OTIF and Cat & Dealer
Week 1 02/24/10 1.3 PSSR/Parts meeting
Smart Sourcing rollout plan, and their Management Team
opportunity.

Establish connectivity to Antares

1. Send email to
[email protected]
Week 1 02/24/10 1.4 IT Caterpillar
2. Request connectivity from their dealer
test AS/400 to the ANTARES test system
3. Include Dealer IT contact

Week 1 02/24/10 1.5 Communication Discuss on-site Agenda and Travel Plans Caterpillar

Obtain dealer AS/400 IP address, (test &

Week 2 03/10/10 2.1 IT production, if applicable) DBS user profile Dealer IT Manager
and password for FDC Solutions

DBSi 5.0 Dealers: Successfully install all

service packs (November 2008 and May
2009 and Sept 2009 and Dec 2009)
Week 2 03/10/10 2.2 IT Dealer IT Manager
DBS 2.3.4 Dealers: Ensure Accenture has
latest service packs installed
 On Time In Full Smart Sourcing Installation
On-Site Date: Wednesday, March 24, 2010
3
Timeline Week Task # Task Task Description and Key Points Responsibility Date Completed

Strategy and parameter set up for Smart

Sourcing
- List of Dealer Codes and associated
document and inventory stores
- Service ordering practices (Do technicians Dealer Champion and
Week 2 03/10/10 2.3 Strategy
order their own parts? Are they on auto Caterpillar
release? Who manages back orders for the
company?)
Dealer Data:
- Dealer Org Chart

Complete Parameter Setup Form

https://dealer.cat.com/cda/layout?
m=104721&x=7 Dealer Champion and
Week 2 03/10/10 2.4 Strategy
Caterpillar
https://dealer.cat.com/cda/layout?m=104721&x=7

Set up all dealer codes for 555 and 556:

1. Send email to Diane Grosse requesting
Week 2 03/10/10 2.5 Profile profiles for all dealer codes Cat (Tracy K.)
2. Send email to Facility requesting Route-
Stop-Lineups to be udated for new profiles

Install the Smart Sourcing software in Test

Week 2 03/10/10 2.6 Install in Test FDC Solutions
environment

Smart Sourcing Setup Smart Sourcing parameters in

Week 2 03/10/10 2.7 Caterpillar
Parameter Set Up Dealer's Test Environment

Week 2 03/10/10 2.8 Test Environment Turn NEPS 1046 Off Dealer IT Manager
UAT Smart Sourcing
Week 2 03/10/10 2.9 Test Smart Sourcing scenarios remotely Caterpillar
Testing

Week 3 03/17/10 3.1 Hot Stock Review start date with facing facility Cat (Tracy K.)
 On Time In Full Smart Sourcing Installation
On-Site Date: Wednesday, March 24, 2010
3
Timeline Week Task # Task Task Description and Key Points Responsibility Date Completed

Week 3 03/17/10 3.2 Training Prep Identify dealer Trainer Dealer Champion

Week 3 03/17/10 3.3 Training Prep Identify personnel to be trained by store Dealer Champion

Week 3 03/17/10 3.4 Strategy Run a min type analysis on Dealer inventroy Caterpillar

Purpose of meeting: To ensure the Dealer

Management and Team Leaders
understand OTIF and Smart Sourcing
rollout plan, as well as each others' roles
and responsibilities. Establish branch
goals.
Week 4 - Onsite 03/24/10 4.1 Leader Meeting Cat and Dealer
Facilitator: Cat
Attendees: Dealer Champion, Parts VP,
Service VP, Product Support Manager,
Inventory Control Manager, Branch
Managers

Parameter Review parameters and initial set up

Week 4 - Onsite 03/24/10 4.2 strategy/Smart Strategy Cat Team and Dealer
Sourcing Testing Run test scenarios

Smart Sourcing team on site for training

Week 4 - Onsite 03/24/10 4.3 Train the Trainer Review training materials & user aids Cat & Dealer Trainer
*CAT resources available to assist

Cat, Dealer Champion,

Smart Sourcing team conducts work flow
Service Opportunity Service Manager, Parts
Week 4 - Onsite 03/24/10 4.4 analysis to determine high opportunities to
Analysis Manager, Cat
preplan and challenges
PSOR/SOR
Purpose of meeting: To ensure the Service
Week 4 - Onsite 03/24/10 4.5 Service Meeting Dept understands OTIF and Smart Sourcing Cat and Dealer
rollout plan, and their opportunity.
 On Time In Full Smart Sourcing Installation
On-Site Date: Wednesday, March 24, 2010
3
Timeline Week Task # Task Task Description and Key Points Responsibility Date Completed
Train impacted stores and personnel
Training Product
Week 4 - Onsite 03/24/10 4.6 (Service Dept., Order Entry, Backorder Cat Team
Support Personnel
Analysts, Warehouse Personnel, etc.)
Finalize and agree on metrics to track OTIF
Week 4 - Onsite 03/24/10 4.7 Metrics Cat and Dealer Team
success. Discuss reporting available.
Send communication letter to entire
dealership
OTIF Announcement Letter:
Week 4 - Onsite 3/24/2010 4.8 Communication https://dealer.cat.com/cda/layout? Dealer Champion
m=104721&x=7

https://dealer.cat.com/cda/layout?m=104721&x=7

Smart Sourcing logic moved to production Dealer IT Manager and

Week 5 03/31/10 5.1 Install in Production
system FDC Solutions
Turn on delivery date capture - See link
Turn on Delivery below Dealer
Week 5 03/31/10 5.2 Date for DBSi 5.0 Trainer/Parameter
dealers Owner/IT
https://dealer.cat.com/cda/files/368852/7/Delivery%20Date%20Performance%20Setup%20with%20Screenshots.doc?m=104

Go live with OTIF & Smart Sourcing

Week 5 03/31/10 5.3 Go Live Dealer
processes and systems
Track and measure performance. Plan
Cat and Dealer
Week 9 04/28/10 9.1 Follow up monthly touch base meetings with Cat
Champion
team.
Update non-working days. Similar to the
Year End Annual Maintenance Dealer
month end processing (Source Schedule)
Complete Change Readiness
Change
Optional Assessment/Document questions and Dealer
Management
concerns to gain buy-in
 Smart Sourcing On-Site Agenda
Review parameters and initial set up
2 Hours
Strategy

4 Hours Run test scenarios

Day 1
Service Analysis to identify high
2 Hours opportunities/challenges to pre ordering
parts

1 Hour Session Present Service Opportunities

1 Hour Sessions
Train Dealer Counter and Shop Personnel
(Qty TBD)
Day 2

1 Hour Metric Discussion

1 Hour Wrap-up
Agenda

Cat Team and Dealer Team

Cat Team and Dealer Team

Cat Team & Dealer Service

Manager

Cat Team and Dealer Service

Team

Cat Team

Cat Team and Dealer Team

Cat Team and Dealer Team