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S&OP Resources


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S&OP Instructor's Manual

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S&OP Instructor's Manual
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Software Evaluation and Selection

MRP II Standard System Definition
Software Supplier Directory (140K)


eSOP - S&OP Software



Recommended Books
The Right Choice
by Chris Gray

The MRP II Standard System by Chris Gray and Darryl Landvater

Sales and Operations Planning Handbook by Don Rice and John Civerolo



Master It (Master Scheduling and Lean Production)


Staying in Business with e-Business


Time to Get Serious About e-Commerce


Does Your Supply Chain Measure Up? 


The Party's Over - The Real Aftermath of Y2K 


Back to Basics


Software and Simplicity


Turning Education Expense into an Investment that Pays Off!


ERP Software: Valuable Tips for Selection and Implementation


Coca-Cola: "Always" Class A 

When The MPS Is MIA ...

Can Lean And Software Co-exist?  

Sales and Operations Planning and Lean Manufacturing

On Education and Training





Home  Education  Consulting  Software  Books  Articles  Affiliates  Gray Research

Software evaluation is a major milestone in the journey to improved performance. Planning and pull execution are the foundation for becoming a World Class Competitor. Gray Research, along with our associates in the Worldwide Excellence Partners, provides the only in-depth, unbiased approach to evaluating manufacturing planning and execution software.  

Our basic approach is to help make you self-sufficient in evaluating and selecting software. Our  consulting and education focuses on understanding both the process of evaluating software, and the functionality that must be present to make a new system a success in your company.

We arm your people with the tools to do an independent, in depth evaluation, and then coach them through the process.

Here’s how the process normally works:

  • One day meeting to discuss objectives and the status of the project-to-date, before the research and analysis phase begins.

  • Four day Lean Enterprise Management Workshop (2 to 4 weeks later). This is a tailored class covering fundamental concepts of Resource Planning (S&OP, Master Scheduling, Sales Planning and Demand Management, Material Planning, and Supplier Scheduling), Lean Execution (KANBAN, Heijunka, creating flow at the pacemaker process), Financial Integration and Performance Measurement.

  • One to two day Software Survival Seminar (immediately following).   The Software Survival Seminar covers problems and pitfalls, determining the functionality needed to support planning and lean execution and other key business functions, the evaluation process, etc. Here’s an outline of the normal content:

  • Problems and Pitfalls

  • Trends in Software

  • What to Expect Today

  • Upgrading versus Replacing

  • Functional Requirements 

  • Evaluating Software and Making the Decision

  • Negotiating Contracts

  • Surviving Software That’s Already Chosen, Accommodating Existing Systems and Pockets of Excellence.

  • One day follow up meeting (2 to 4 weeks later) to review and finalize functional requirements list, identify initial candidates, finalize the strategy to contact suppliers for first cut evaluation.

  • One day follow up meeting (2 to 4 weeks later) to cut the list to 3-4 finalists (if necessary).

  • Follow up meetings about every 2-4 weeks to review progress and findings, coaching on how to conduct software analysis, coaching on contract negotiation, etc.

Email us or call 1 603 778-9211 for a quote.

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