10 customers - JustFoodERP
Transcription
10 customers - JustFoodERP
WHY USE TO RUN YOUR FOOD COMPANY 10 CUSTOMERS SHARE THEIR EXPERIENCES Our customers are the companies that are growing in a hurry, the food companies that want to be the innovators at meeting safety compliance and government regulation. They are the group of people thinking not just about how to run their current business better, but how technology can help them grow their business in the future. In 2004, when we created JustFoodERP, we were fortunate to win over some very forward thinking customers. Our customers are a huge component in what has made us successful. Sure we have some very savvy minds in our research and development department, a solid support organization, and we have the most skilled implementers in the industry, but it is our customers’ influence and support that has brought us where we are today. We have more than 100 food facilities using our software. We rank in the top 1% of Microsoft partners globally, and we have a product roadmap that is unmatched in the industry. The following are just a few of our customers’ stories using JustFoodERP. David Pilz, CEO AINSWORTH PET NUTRITION CUSTOMER PROFILE Our warehouse workers using JF Floor on their handheld devices has improved inventory accuracy, visibility into inventory status, and management of quality holds in the system. Jamie Hornstein, Director, Information Services Ainsworth Pet Nutrition Ainsworth Pet Nutrition, based in Meadville, PA, has been manufacturing and distributing pet food across the U.S. and Canada. America’s oldest privately owned pet food company, founded in 1933, has been run by the Lang family for five generations, including the current CEO, Sean Lang. Ainsworth sells pet food to virtually every major retailer in the CPG market, including the brands Back to Basics, Enhance, VF Complete, The Source, Rachel Ray Nutrish™, DAD’s Pet Foods, the Better Than® treat brands, and Kibble™ Select Complete. Ainsworth also manufactures private label products (in-store brands), and they do some copacking for other pet food companies through the Ainsworth Custom Division. Ainsworth employs more than 500 employees altogether at its head office, manufacturing facility and warehouses in Meadville, PA, a sales and marketing office in Sewickley, PA, and another manufacturing facility, more warehouses and an office in Dumas, Arkansas – the latter location since Ainsworth acquired Arkat Animal Nutrition in 2010. All manufacturing is done in the U.S., and the bulk of ingredients are sourced from local suppliers. THE CHALLENGE When market demand for their pet food doubled between 2000 and 2007, Ainsworth decided to purchase an Enterprise Resource Planning (ERP) system to help them manage growth. They selected JustFoodERP and Microsoft Dynamics, largely because of the food industry-specific functionality built by JustFoodERP on top of the Microsoft platform. Ainsworth’s initial implementation in 2007 included Finance, Sales, Demand Planning, Purchasing, Inventory, Manufacturing, Logistics Planning, and Quality Management. At the end of Phase 1, there were 30 licensed users of JustFoodERP at Ainsworth. In 2012, that number sits around 50, with 100 employees trained in the JustFoodERP system, says Jamie Hornstein, Director, Information Services, Ainsworth. Advance Ship Notice (ASN) can be complicated but necessary if you are doing a lot of case picking. The other day I looked at a large retailer’s order – where we used to sell them three or four items, we now have 30 items on the order... A lot of ASN comes down to training; we had a hand in customizing the ASN module in JustFoodERP. Jamie Hornstein, Director, Information Services Ainsworth Pet Nutrition 1 AINSWORTH PET NUTRITION THE SOLUTION Ainsworth has continued to add functionality to the system in the years since, says Hornstein. For example, in 2011 they implemented the Warehouse Management System (WMS) part of JustFoodERP at all their warehouses. While Ainsworth has always had 24/7 manufacturing and warehousing operations, the introducing of the WMS module put that around-the-clock functionality in place in their business software systems for the first time. They also implemented JF Floor – the mobile web interface that lets employees access the JustFoodERP system via handheld guns to scan barcodes for production output and movements at their warehouses. JF Floor is being used by about 20 workers at three warehouses in Meadville, and another three in Dumas and other locations. “Our warehouse tracking systems were antiquated,” says Hornstein. “We were happy to see the lower cost user licenses for JF Floor” – substantially lower than the cost of the regular Microsoft Dynamics license. Ainsworth also implemented the Advance Ship Notification (ASN) module within JustFoodERP in 2010. THE BENEFITS About 10% of their retail customers mandate them to use ASN – a standard of documentation and labeling required by some mass merchandisers for how they want product to arrive on their shipping docks. “It can be complicated, and necessary, if you are doing a lot of case picking,” says Hornstein. “The other day I looked at a large retailer’s order – where we used to sell them three or four items, we now have 30 items on the order!” He continues: “If you are using ASN, you have to re-think the layout of your warehouse, you have to stage everything. A lot of ASN comes down to training; we had a hand in customizing the ASN module in JustFoodERP.” EDI, which is much more prevalent than the adoption of ASN at this time, is required by about 80% of Ainsworth’s customers, says Hornstein. They use the Lanham EDI module within the JustFoodERP system. Taking advantage of built-in ASN and EDI lets Ainsworth conduct more, and better, business with mass merchandisers. When it comes to the addition of JustFoodERP Floor, Hornstein says putting that wireless interface in the hands of their warehouse workers has resulted in “improved inventory accuracy, visibility into inventory status, and management of quality holds in the system.” The addition of WMS has been invaluable as the number of Ainsworth warehouses multiply at various spots around the U.S. – with more likely to come in the near future. In fact, says Horstein, since Ainsworth purchased the Dumas, AR facility, they’ve had plans to expand to other parts of the U.S. “and we realized our demand planning systems through MRP were not integrated.” As a result, working with a supply chain consultant, Ainsworth has recently developed a “phased-in plan to integrate forecast and production planning systems, and do some cost-based optimization of where to manufacture products,” says the consultant, Sumantra Sengupta, Managing Director, EVM Partners, LLC. “Our supply chain optimization project uses JustFoodERP modules, open integration and data, including POS data feeds directly from Ainsworth’s customers.” The MRP and MPS modules of JustFoodERP are being customized to suit Ainsworth’s needs, and sales forecasts are loaded into the ERP system for two-way integration with third-party forecasting software. 2 AINSWORTH PET NUTRITION THE FUTURE Ainsworth plans to further automate lot traceability and recall functionalities within the JustFoodERP system; employees there have historically used manual processes to check production records to confirm raw material and finished product specifications, Hornstein says. With JustFoodERP, they can go to a single button and hit ‘trace’ and they’re done. Food safety is a top priority at Ainsworth; in fact, they are the first pet food manufacturing company in the U.S. to receive a Facilities Food Safety audit rating of “Excellent” from the Safe Quality Foods (SQF) Level II International auditing standard, in accordance with the Global Food Safety Initiative (GFSI). The Ainsworth Pet Nutrition Triple Check System, which includes internal audits and batch analysis and external testing by third-party laboratories, is how the company has stayed off public lists of product recalls, says Hornstein The company also plans to roll out the Container functionality within JF Floor; that will allow them to automate the processes of building, moving, picking, and consuming containers (defined as a pallet, case, bin, shipping container or any other combination of lots and UOMs). And Ainsworth intends to expand the use of the Quality Management module within JustFoodERP to “more tightly integrate our quality management of products and traceability within the system,” says Hornstein. Heading into its sixth year working with JustFoodERP, Ainsworth Pet Nutrition is dedicated to continuous improvement of its multi-site system to reach its business goals of being the leader in pet food manufacturing and distribution in the United States. A USA A A A A A A A A A A 3 ALMONDINA ® BRAND COOKIES ALMONDINA ® BRAND COOKIES The JustFoodERP team has been amazing… even with the executives at JustFoodERP, I feel like I know them really well. It’s been a seamless process; even when one of our main contacts is out of town, we get a response right away from JustFoodERP. Tamar Markham, VP Finance/Treasurer Almondina® Brand Cookies CUSTOMER PROFILE The commercial bakery of Almondina® Brand Cookies, produced by YZ Enterprises, Inc., makes toasted almond biscuits that are all-natural, non-dairy, Kosher and Parve, with no added fat or salt, no cholesterol or preservatives, carried by major retailers such as Trader Joes, Whole Foods, Costco and Walmart – to name a few. They employ about 35 people at their office, warehouse and bakery in Maumee, Ohio where they make more than 180,000 cookies per shift. Founder and CEO, Yuval Zaliouk grew up loving his grandmother Dina’s cookies; in 1989, he launched Almondina® Brand Cookies, named after Dina, in his kitchen and within seven years, the biscuits – now available in a dozen flavor variations – are sold in 50 states and seven foreign countries. The family owned and operated company includes Zaliouk’s wife, Susan Zaliouk, as Vice President, their daughter, Tamar Markham as VP of Finance/Treasurer and son-in-law, Jason Markham as VP of Sales and Marketing. THE CHALLENGE The company used to run their operations on a Microsoft Great Plains system, but they switched to JustFoodERP because they wanted an Enterprise Resource Planning (ERP) system built specifically for the food industry, to meet more of their requirements than just accounting, says Tamar Markham, VP Finance/ Treasurer. “Our shortcomings were on the manufacturing side. We had to address this since we are a growing food manufacturing company – and we had to do it quickly.” As part of the Global Food Safety Initiative (GFSI), a thirdparty GMP food safety and quality audit was booked, and Costco was waiting for audit results to decide if they would do business with Almondina®. “Overall, we noticed the trend towards food safety and quality certification in the industry, and we wanted to get ahead of that curve,” says Markham. To meet these demands, the company fast-tracked their ERP selection process, first looking at SysPro since that software system is used by their off-site chocolatier. “But after reviewing JustFoodERP, we saw that it was more user-friendly and scalable,” says Markham. “We like the Microsoft platform of JustFoodERP because of the layout; it’s familiar to our employees since we had been working on Great Plains.” 4 ALMONDINA ® BRAND COOKIES ALMONDINA ® BRAND COOKIES THE CHALLENGE Aside from their impending third-party audit, other factors complicated and accelerated the bakery’s need for the right ERP system. Their multi-step baking process, which happens over a period of days, is unique to the industry. As well, “growth at Almondina is pretty intense,” notes Markham. “We’ve almost maximized our seven day/week shift so we are moving in the direction of needing to introduce a second shift in the bakery.” The company has also just launched a new product line called Almondina® Toastees™ – mini toasts available in resealable packages in 5.25 oz. pouches for retail and 17.5 oz. pouches for bulk retailers. The new ERP system had to be in place and working well, notes Markham, since “my husband [Jason Markham, VP of Sales and Marketing] and I are featured on the Almondina® Toastee™ packaging! In 2014, we’ll be busy promoting the product across the country.” “We noticed the trend towards food safety and quality certification in the industry, and we wanted to get ahead of that curve… Traceability and recall functionality within JustFoodERP helped us gain our GMP certification – and win Costco as a customer!” Tamar Markham, VP Finance/Treasurer Almondina® Brand Cookies THE SOLUTION At the start of the project, the JustFoodERP team visited the Maumee, OH bakery to “watch what we do,” says Markham. “Our COO sat down with JustFoodERP’s business analyst and project manager” to map out the baking design to the ERP system. YZ Enterprises, Inc. went live with JustFoodERP in July 2013. A couple of months before that, Markham attended JustFoodERP Customer Connect, the annual user event held in Vegas. “I got a lot out of the event, learned even more about JustFoodERP from industry peers and from all the JustFoodERP product experts.” Markham says the working relationship with JustFoodERP as a partner, both during and since implementation, has been “unbelievably good… the business analysts and technical support people are amazing. Even with the executives at JustFoodERP, I feel like I know them really well,” says Markham. “It’s been a seamless process; even when one of our main contacts is out of town, we get a response right away from JustFoodERP.” THE BENEFITS The company got successful accreditation for food safety and quality from a leading third-party auditor – a result Almondina staff attributes in large part to the superlative lot traceability and recall functionality within JustFoodERP. “We finished our traceability and mock recall requirements with JustFoodERP in just 30 minutes,” notes Markham. “It used to take us days!” As for that very large customer waiting in the wings for the audit to pass – they won Costco’s business, fueling Almondina’s growth even further. In the few months since implementation, the company is reaping many other benefits of their JustFoodERP system. “We like the routing functionality, its flexibility regarding WIPs and finished goods,” notes Markham, and “With lot tracking within JustFoodERP, we’ve cut down an insane amount of warehouse hours… now we know what’s happened to all the finished goods all the time.” She continues: “The costing component is amazing, the fact that I can go to my item card and know that costing is accurate for each SKU! And we’re madly in love with the sales invoice profitability report we get from our JustFoodERP system. We look at it like crazy to see which customers we’re making money on and which ones we’re not.” 5 ALMONDINA ® BRAND COOKIES ALMONDINA ® BRAND COOKIES THE FUTURE “We’re looking forward to using more of the production planning and scheduling functionality in JustFoodERP,” says Markham. They also intend to roll out the mobile warehouse management functionality, called JF Floor, in the next year, and “We want to learn more about how to extract information out of the system, with reporting.” 6 BAKER BAKER BOY BOY \Our newly independent operations needed a business system to manage all aspects of the business. We had the option to use the incumbent system implemented at the former company, Specialty Foods Group. However, we decided that our new business needed a system that provided easier access to information and placed less demands on infrastructure to support and maintain. We knew that JustFoodERP and Microsoft Dynamics was the right sized option. Jehan B. Saulnier, President & CEO Liguria Foods, Inc. Processors of pepperoni and other Italian meats. Jehan B. Saulnier, President & CEO Liguria Foods, Inc. Processors of pepperoni and other Italian meats CUSTOMER PROFILE THE CHALLENGE Based in Dickinson, North Dakota, Baker Boy manufactures more than 400 varieties of frozen, par-baked, and baked products. Celebrating more than 50 years of baking excellence, it’s known as one of the most prominent bakeries in the Upper Midwest and Northwest regions of the United States. The legacy system that Baker Boy was using, Food 6000, was migrating to Process 800. The management team decided if they were going to go through the effort of migrating a system, then they should do a full system search and find out what system best met their business needs. Product selection includes an assortment of breads, buns, specialty breads and buns, donuts, muffins, cakes, cookies, sweet rolls, pastries, croissants, biscuits, subs and hoagies, garlic toast, fry bread dough, pretzels, pizza dough, toppings, and seasonal items. Jason Yoder, IT Manager of Baker Boy, points out, “The goal was improved efficiency throughout the entire supply chain meaning from receiving, to lot tracking, to receivables.” Baker Boy is a service-oriented company dedicated to its customers and is absolutely resolved in meeting its customers’ expectations. Meeting this requirement while pursuing company growth in the process meant that it was time to look at a software and service solution that could help with their business efficiency. 7 BAKER BAKER BOY BOY THE SOLUTIONS “Preparing ourselves for growth in the future, we knew we had to have better systems in place. This software investment in JustFoodERP was a foundational building block,” states Yoder. Baker Boy had some special manufacturing needs as they are assembly-based instead of recipe-based. Their evaluation team consisted of six people across business departments, as they were looking to integrate all of their business systems. THE BENEFITS Baker Boy has been live since 2008 and is working on production items like weigh scale integration and working towards overall best practice across the entire process. THE FUTURE Baker Boy has been live since 2008 and is working on production items like weigh scale integration and working towards overall best practice across the entire process. “We definitely look at JustFoodERP as a partner, not just a software vendor. We find them responsive and helpful. We feel they want us to grow just as much as we want to grow.” Jason Yoder, IT Manager Baker Boy “We are really putting a conscious focus on doing things properly and using the system as much as we can. Running a lot trace is much quicker than it was – but we are still ramping up and want to get faster using all the functionality of the software.” Jason Yoder, IT Manager Baker Boy 8 BRUCE FOODS BRUCE FOODS CORPORATION CORPORATION ALMONDINA ® BRAND COOKIES “I would recommend JustFoodERP to other food companies… the people at JustFoodERP are really dedicated to solving issues, there is no red tape, and we get a hold of senior management at JustFoodERP if we need to.” Keith Kern, IT Director Bruce Foods Corporation CUSTOMER PROFILE Bruce Foods Corporation, based in New Iberia, Louisiana, has been bringing spice to life since 1928 with their lines of Cajun, Tex-Mex and Southern vegetables food products. One of America’s largest privately-owned food manufacturers, Bruce Foods was a pioneer in popularizing spicy cuisine in the U.S. and introducing canned Mexican foods – the latter from their El Paso, TX plant. Altogether Bruce Foods has four processing plants across the U.S. where they make 250+ products under nine brands – including The Original Louisiana Hot Sauce, Cajun King, Cajun Injector, Casa Fiesta Mexican foods and Bruce’s Yams. More than 1,200 employees work at facilities in El Paso, TX; Lozes, LA; New Iberia, LA; and Wilson, NC. Bruce Foods distributes their products across the U.S. and in more than 100 countries in Europe, the Middle East and Asia, to most top retail grocery chains and the foodservice industry, as well as being an important supplier to other industrial food processors. THE CHALLENGE The food manufacturing and distribution company had been using a ‘heavily customized system’ comprised of legacy software JBA ERP and Red Prairie WMS across all four of their locations, says Keith Kern, IT Director at Bruce Foods. “There was a difficult interface between those two systems; the JBA system was outgrown and based on AS400 technology that was difficult to train younger employees in. The average age of our employees is late 20s to early 30s,” notes Kern. Bruce Foods needed to find an all-in-one ERP/WMS system to go live at four facilities at the same time, which added “considerable complication,” Kern admits. “Moving away from a leading-edge WMS to a newly developed software module was another big challenge,” he says. “Any time you take something away from a user, you get resistance… but everyone ultimately understood that it was better to have the WMS integrated within the ERP system.” “ The JustFoodERP implementation was the quietest go-live we’ve ever gone through.” Norm Brown Sr., Chairman Bruce Foods Corporation 9 BRUCE FOODS BRUCE FOODS CORPORATION CORPORATION ALMONDINA ® BRAND COOKIES THE SOLUTION When a new COO came on board at Bruce Foods, his “wish list” for better functionality for the ERP system kept getting longer and longer, says Kern, “so we decided to start over from scratch rather than trying to modify the existing systems.” Even before the COO came on board, Kern had been tracking JustFoodERP for a number of years. “I had attended some JustFoodERP webinars and was pretty impressed with them,” he says, “specifically with their ease of use, and that JustFoodERP really understands the food industry.” After much research, Kern and the COO narrowed the vendors down to JustFoodERP and SAP; the COO had used SAP software at another company. At that point they brought in all the department heads at Bruce Foods. JustFoodERP gained traction “when it came to meeting our all-round business requirements,” says Kern, “we really wanted something with specific functionality that meets the needs of food companies.” He adds, “We had confidence in JustFoodERP’s numbers around billable hours and other costs. We were not as confident with SAP’s numbers,” says Kern. THE BENEFITS He continues: “In the conference room, the JustFoodERP folks answered all our questions, not just theoretical answers but demonstrating it in the software, whereas other vendors were shy about showing their software.” Kern says one SAP customer reference said their SAP implementation was behind schedule and over budget, while all the JustFoodERP customer references were positive. Another factor in their decision was Bruce Foods being invited to the JustFoodERP User Event “even before we signed as a customer… that was impressive,” Kern notes. “JustFoodERP’s willingness to expose their potential customers to their users says a lot about their confidence in their software and services, and it says a lot about JustFoodERP being open to discussing and solving problems.” “We had a simultaneous rollout at all four of our locations of the integrated JustFoodERP system… we went live from WMS all the way through to EDI in one day.” Keith Kern, IT Director Bruce Foods Corporation The implementation of the JustFoodERP system went so well that Kern and the rest of the IT department won the President’s Award presented at Bruce Foods’ annual management conference. It is the first time in the company’s 84-year history that the award, given to a team or individual who has made a significant improvement to operations, has gone to anyone in the IT department. Norm Brown Sr., Chairman, Bruce Foods, told Kern that the JustFoodERP implementation was “the quietest go-live we’ve ever gone through.” Some of the specific benefits that have resulted from the multi-site implementation of JustFoodERP at Bruce Foods include: • Container Management – replacing their old pallet management system. “We do a lot of our own distribution, and we ship in varying UOMs, with lots of partial-pallet shipping,” says Kern. The Container Management function within JustFoodERP was developed to meet this requirement. • JF Floor – the extension of the JustFoodERP system across hand-held wireless devices is used by some 50 employees at the four locations of Bruce Foods. While warehouse workers had been using barcode scanning guns before, they now had full integration with the ERP system from the warehouse and shop floor. 10 BRUCE FOODS BRUCE FOODS CORPORATION CORPORATION ALMONDINA ® BRAND COOKIES THE BENEFITS • Enhanced use of the ASN document to allow for additional mapping format. “Now we can do EDI and ship notices and customer compliance labeling all within the JustFoodERP system,” says Kern. “The majority of Bruce sales require EDI, and ASN is a growing side of our business.” • Reporting: Kern is happy with the customized analytics and reports that business users across the company can generate within JustFoodERP. “Reporting used to be an IT function,” he says, “now it is an accounting function.” THE FUTURE Next up for the JustFoodERP project at Bruce Foods is to roll out the Quality Management module at all the facilities, and then the Product Development piece of the JustFoodERP system. “I would recommend JustFoodERP to other food companies… the people at JustFoodERP are really dedicated to solving issues, there is no red tape, -and we get a hold of senior management” Keith Kern, IT Director Bruce Foods Corporation “I would recommend JustFoodERP to other food companies,” says Kern. “The people at JustFoodERP are really dedicated to solving issues, there is no red tape, and we get a hold of senior management at JustFoodERP if we need to.” Kern and his team even named one of the business analysts at JustFoodERP “an honorary Cajun” because he spent so much time in Louisiana during the implementation and “he could really deal with us, we can be obnoxious characters,” laughs Kern. 11 DEMET’S CANDY COMPANY BRUCE FOODS CORPORATION DEMET’S CANDY COMPANY ALMONDINA ® BRAND COOKIES CUSTOMER PROFILE “We were up and running live with JustFoodERP on time and on budget. The three-month implementation goal was met, to replace legacy SAP software, and we rolled out JustFoodERP to all three facilities progressively. Jim Gerbo, VP Marketing DeMet’s Candy Company Headquartered in Stamford, Connecticut, DeMet’s Candy Company are the makers of TURTLES® and FLIPZ® products. DeMet’s is dedicated to using the highest quality manufacturing processes and working with cutting edge technology to maintain its brands. DeMet’s Candy products are distributed through supermarkets, drug stores and virtually all channels of trade. THE CHALLENGE DeMet’s Candy purchased the U.S. portion of the TURTLES® business from NESTLÉ® along with the facility that produced TURTLES®. This facility was using SAP to run its operations, and DeMet’s was required to move off the NESTLÉ® SAP system. What was especially challenging for DeMet’s was the tight implementation schedule imposed by their purchase agreement with NESTLÉ®; they had three months to get off SAP before they were liable to pay for their use of the SAP system. DeMet’s other existing facilities were using SAGE MAS 500, but DeMet’s had a limited degree of confidence that SAGE was up to the task of managing this new facility, let alone the existing facilities. After two attempts, they were not able to get accurate inventory tracking even after working with two different SAGE resellers. They decided to invest in a new ERP system. 12 DEMET’S CANDY COMPANY BRUCE FOODS CORPORATION DEMET’S CANDY COMPANY ALMONDINA ® BRAND COOKIES THE SOLUTIONS With an outsourced IT department, DeMet’s was looking for a solution that did not require dedicated IT resources. After working with MAS 500 and not having easy access to Excel and Word, they decided they wanted everything to integrate into Microsoft Office. The decision was made to standardize on a Microsoft platform for ERP too. Their sister company, Stella D’oro, was already using Microsoft Dynamics successfully, but this implementation had a high degree of customization. With the tight implementation schedule, DeMet’s needed a Dynamics partner who had already developed the functionality most food companies require as part of an out-of-the-box solution. The choice was to work with JustFoodERP. “Flexible enough to meet our needs, we changed a few of our procedures that JustFoodERP’s software addressed with better industry practices,” says Jim Gerbo, VP Marketing. THE BENEFITS “Aside from having accurate data and a fast implementation, we were up and running live on time and on budget. The hree-month implementation goal was met, and we rolled out the software to all three facilities progressively and on time,” Gerbo points out. With three facilities all needing to go live, DeMet’s utilized the adaptability and scalability of JustFoodERP. Gerbo mentions that “One big benefit of using JustFoodERP is that we can add functionality at our own pace. Because of time constraints, we selected the most critical functionality we wanted to focus on first. Now we can add functionality according to the importance of how we see it.” “Our future plans include integrating our Consumer Affairs into JustFoodERP.” THE FUTURE “This will allow us to respond to consumer inquiries much easier. Our Consumer Representative will be able to take a call from a consumer and instantly associate the product in question to a pecific lot number. With this information, we can analyze our quality issues on a lot-by-lot basis.” “Our users find the system is easy to use and navigate because it looks like the Microsoft Office and Outlook applications they were already using. And everyone loves the integration to Word and Excel.” Jim Gerbo, VP Marketing, DeMet’s Candy Company 13 GIOVANNI FOOD COMPANY, INC. BRUCE FOODS CORPORATION DEMET’S CANDY COMPANY ALMONDINA ® BRAND COOKIES CUSTOMER PROFILE “In terms of growth, JustFoodERP is limitless; there are no boundaries except my own company’s resources. There is so much more to be done with the system – quality management, product testing – attached to every lot we produce – it can all be handled by JustFoodERP.” Louis DeMent, Co-Owner Giovanni Food Company, Inc. Giovanni Food Company, Inc. has been making tomato-based sauces since 1934 when customers of the Oswego, NY Italian-style restaurant run by the DeMent family wanted to take their pasta sauces home. That business has evolved into a leading manufacturer, selling these sauces to grocery and specialty stores across America and abroad, with sauce brands such as DeMent’s, Greenview Kitchen, Harvest Traditions, Luigi Giovanni, and Tuscan Traditions, and Jose Pedro salsa. Giovanni is also a private label manufacturer for the past three decades, and one of the largest makers of spaghetti sauce for the USDA Food for Kids program and the Needy Families program. Giovanni employs more than 65 people at its 67,000-square-foot headquarters in Syracuse and at its 60,000-square-foot warehouse in the nearby town of Liverpool. The company uses California tomatoes and makes their sauces in micro-batches, crafted to order and hot filled. Giovanni’s processes and facilities are certified to Kosher, USDA Organic, Quality Assurance International, and Green-e Marketplace renewable-energy standards. THE CHALLENGE The company had been using a legacy ERP system, DBA, since 1998. That software didn’t meet Giovanni’s needs anymore – such as the need for accurate, real-time inventory, and for lot traceability – since the company had grown so much in the ensuing dozen years. Giovanni had a false start in 2010 with a very large ERP vendor, whom they at first favored in part because it was geographically close to Giovanni headquarters. “But we realized it wasn’t right for us at the blueprint phase, just prior to implementation,” says Louis DeMent, co-owner and General Manager at Giovanni. “Once we got to see that large company’s software in play, it was a much more rigid system than they had told us.” They pulled out of the deal and went with JustFoodERP. “We decided to make a move to a solution with a better food industry fit and better product road map.” He adds, “We also chose JustFoodERP for its excellent customer service and product knowledge.” DeMent attended the 2011 JustFoodERP User Event, where he learned more about the product, connected in person with JustFoodERP resources, and networked with peers in the food industry. He was so impressed that he sent an employee to the 2012 JustFoodERP User Event, and plans to keep his company attending these events in the future. 14 GIOVANNI FOOD COMPANY, INC. BRUCE FOODS CORPORATION DEMET’S CANDY COMPANY ALMONDINA ® BRAND COOKIES THE SOLUTION “With real-time inventory values maintained within JustFoodERP, we can price accurately so we can win bids against some of the largest food companies out there.” Louis DeMent, Co-Owner Giovanni Food Company, Inc. The first phase of JustFoodERP implementation included finance, sales operations, inventory, purchasing, planning, and production. The priority for the first phase was to capture and maintain accurate inventory levels, and the commencement of lot tracking raw materials and finished goods. Seven Giovanni employees, led by the controller, made up the internal implementation team. “We don’t have a lot of levels within our company,” notes DeMent. “The JustFoodERP implementation team was really good; they worked extra hours and stayed until the job got done.” Giovanni is now implementing the warehouse management system (WMS) including JF Floor – the mobile interface that uses any browser to extend the full ERP system across handheld bar code scanner guns to record raw and packaging materials and finished goods, for processes such as physical cycle counts, staging, batching, quality hold, bin location changes, and transfers. DeMent has big plans for JF Floor, which will start out with seven users at both locations; “Eventually I want to get to point where we use JF Floor for consumption as well as tracking inventory.” THE BENEFITS DeMent says benefits of JustFoodERP include the ability to maintain real-time inventory values, and to know what, when, and how much to purchase. “Running our pricing accurately was a huge problem before JustFoodERP; it is fairly easy now, and further use of reporting features will help with this,” he says. “More accurate pricing means we can win bids against some of the largest food companies out there.” Lot tracking “is fairly seamless now” in JustFoodERP, says DeMent, which is critical in particular for communicating this information to USDA for government contracts. “Before JustFoodERP, we had to hand-write the next-day tomato paste consumption and lot number.” Now that tracking is automated, “Any problems that occur are strictly human error, and we are getting JustFoodERP Floor to help minimize those errors, and save money,” notes DeMent. He adds that the familiar Microsoft look and feel of the JustFoodERP product has helped speed up the learning curve of Giovanni employees using the system, and “We like that the data from JustFoodERP can easily be imported to other Microsoft programs.” The accounting team at Giovanni is using the Trade Promotions module in JustFoodERP to track rebates – slotting, bill backs, and the like. 15 GIOVANNI FOOD COMPANY, INC. BRUCE FOODS CORPORATION ALMONDINA ® BRAND COOKIES DEMET’S CANDY COMPANY THE FUTURE “We hope to use the JustFoodERP’s production scheduling and MRP engine more effectively, to update our planning parameters, and to do more reporting,” says DeMent. Their sales and marketing person is getting some training with JustFoodERP on reporting. “I need to see good reports that summarize the entire enterprise, the whole picture,” says DeMent. “When I see a sales report I want it to be as detailed, as top level as possible. I need the fluidity to do reports any way I want.” The company has been using Microsoft Dynamics CRM for about a year now, to handle customer relationship management, and they plan to connect the CRM to the JustFoodERP system in the near future. “I’m excited about all these components of the JustFoodERP implementation,” says DeMent. “I’m starting to lay the foundation for where Giovanni will be five years from now.” “I have recommended JustFoodERP to other companies,” says DeMent, “it is adaptable and flexible to your needs. I can make changes myself, which I wasn’t able to do with the other system.” “In terms of growth, JustFoodERP is limitless; there are no boundaries except my own company’s resources. There is so much more to be done with the system – quality management, product testing – attached to every lot we produce – it can all be handled by JustFoodERP.” 16 ROGER WOOD FOODS DEMET’S CANDY COMPANY ROGER WOOD FOODS CUSTOMER PROFILE “I would recommend JustFoodERP. I think their software functionality is very good as is their process, and JustFoodERP has a very talented group of staff. We will continue to grow alongside them as a customer and a partner.” Adger Ross, Director of IT Roger Wood Foods Meat processor Roger Wood Foods is a family-owned and operated meat processor operating in Savannah, Georgia since 1936; the current owners, David and Mark Solana, are grandsons of the founder Roger Wood. More than 400,000 pounds a week of smoked sausage and other smoked meat – under the brands Roger Wood, Roger Wood Lumberjack, and Redwood – are produced at a 100,000-sq.-ft. facility. Their products are distributed to national and regional grocery store chains, including Walmart, Food Lion, Publix and Kroger, and foodservice across Georgia, North Carolina, South Carolina, Florida, Alabama, and Virginia. The SQF-certified company employs about 200 people in the plant, warehouse and office in Savannah. “Plenty of software out there can handle either catch weight or standard weight products, but none except JustFoodERP can handle both.” Adger Ross, Director of ITRoger Wood Foods THE CHALLENGE Roger Wood Foods had been using a Microsoft Dynamics NAV-based ERP system that was heavily modified to handle the ompany’s combination of standard weights and catch weights – unique in the meat processing industry. After about six years, when Microsoft began to retire the older Navision product, Roger Wood Foods found they could not upgrade their customized system; as a result, they began looking for a new ERP system. Adger Ross, Director of IT at Roger Wood Foods, was an independent software consultant when the company used its first NAV system, and he sat on the board while they investigated ERP vendors this time around. Those included SAP BusinessOne in conjunction with Batchmaster, Syspro, their former NAV partner, a handful of smaller ‘boutique-style’ software providers, and JustFoodERP. “Although some vendors claimed to be able to handle catch weights, they were small companies that I had never heard of,” Ross notes. “We wanted to know our ERP partner is going to be around for the long run.” JustFoodERP committed to developing the functionality for both standard and catch weights for the Roger Wood Foods facility. JustFoodERP was also selected because of their commitment to the food industry, says Ross, and the fact that they avoided the problem of their earlier NAV partner of ‘version lock’ where software upgrades were not possible. “But JustFoodERP manages their customizations in a different manner, such that upgrading is always an option. That was a big, big factor for us!” 17 ROGER WOOD FOODS DEMET’S CANDY COMPANY THE SOLUTION Roger Wood Foods went live with their JustFoodERP system in September 2012, starting with Financials, Manufacturing, and WMS. “Warehousing is one of the biggest changes from our old system,” says Ross. Three warehouse managers are using JF Floor – the browseren abledinterface for JustFoodERP via barcode scanner guns – as well as five pickers in receiving output from production, shipping, and pallets, cleanup, etc., at the same time. “A huge factor for us with JustFoodERP is the containerization functionality,” says Ross. “Containerization allows for picking of a container full of cases without having to scan individual cases.” This matters in particular with catch weights, since every case (there can be 50 or 60 cases in a container) will be of a different weight; the single-scan of the container’s license plate solves this. JustFoodERP developers have been working with Roger Wood Foods on creating the catch weight functionality to suit the meat processor. “There is a solid foundation for the catch weight functionality – with stability and scalability – that will improve with future versions,” says Ross. Benefits include visibility of the catch weight on the item tracking page wherever item tracking is available in the system (e.g. all inventory transactions); the cost that hits the inventory is based on the actual catch weight of the case – for purchased as well as manufacturing products. If distribution item charges (e.g. freight, duty, etc.) to catch weight items, it can be done by the actual catch weight in order to get a more accurate cost distribution. THE BENEFITS Although the ERP implementation is only a few months old, and they are still in the process of fine tuning the catch-weight functionality, Ross says the JustFoodERP system is improving processes and making their workforce more efficient already. “I would recommend JustFoodERP. I think their software functionality is very good as is their process, especially their whole methodology for upgrades.” He adds that “JustFoodERP has a very talented group of staff – in both implementation and support. As long as JustFoodERP continues to grow the product, we’ll continue to grow alongside as a customer and a partner.” THE FUTURE Roger Wood Foods will go live with the Quality Management piece of the JustFoodERP system later in 2013. And they are looking at adopting JF Plant – a robust, standalone application that brings shop floor functionality to the desktop or any Windows device using a touch-friendly light interface. “JustFoodERP manages their customizations such that upgrading is always an option. That was a big, big factor for us!” Adger Ross, Director of IT Roger Wood Foods 18 THE ORIGINAL CAKERIE DEMET’S CANDY COMPANY We have better control between the time we manufacture and the time we do the testing. Shipping products occurs once all testing has been received and validated. Eric Murphy, Director, Information Technology The Original Cakerie CUSTOMER PROFILE Starting in 1979 as a small industrial bakery producing desserts for restaurants in British Columbia, The Original Cakerie (TOC) opened its Vancouver head office and plant in 1989, and a second baking facility and warehouse in London, Ontario in 2011. Today they are the largest privately owned dessert manufacturer in Canada, employing some 500 people, with their frozen single-layer and supersize layer cakes, sheet cakes and sheet dessert bars sold to in the foodservice and retail markets in Canada and the U.S. THE CHALLENGE Back in 2006, TOC’s biggest challenge was the lack of a single, integrated system, which created data silos and a lack of data visibility,” says Eric Murphy, Director, Information Technology. The company had been using many internally built applications, backed by Great Plains on the financials side. These home grown systems were not able to sustain the challenge of business growth, so TOC looked into investing in an Enterprise Resource Planning (ERP) system. “Our internal team, which represented each business unit, came down to two solutions that were a possible fit to work with: IFS and JustFoodERP,” Murphy recalls, and his team chose the “user-friendly and adaptable” JustFoodERP system built on the powerful ERP platform, Microsoft Dynamics. The Original Cakerie has long seen a direct link between technology and the ability to anticipate and adapt to growth. “You could say I’m a model IT person in that I invest in a system and I want all of the system to work for us,” says Murphy of his seven-year journey to date with JustFoodERP as their software technology partner. 19 THE ORIGINAL CAKERIE DEMET’S CANDY COMPANY THE SOLUTION Phase 1 Implementation With 80 users going live simultaneously at the Vancouver location in 2006, the JustFoodERP implementation included Financials, Payroll, Human Resources, Fixed Assets, and TargIT as well as Manufacturing, Quality Control, Preventive Maintenance, and Labor Scheduling functionality. The latter piece was built so TOC employees can pick the days and hours they want to work and have it recorded in the ERP system. “Labor Scheduling was, and remains, a huge win for us,” says Murphy, “meeting our employee preferences, shift time, position, visibility for all – based on production orders and labor emand, coming from the routing – connecting all this, with systematic assignment of shifts based on all this slew of criteria.” Phase 2 Implementation Today, the 80 users are spread between the two locations – about 60 of them at the Vancouver facility. Functionality within JustFoodERP has extended since Phase 1 to include several other aspects of the software system, including a big focus on improving Quality Management processes, as well as earning food safety certification, trade promotion management, and some laboratory functionality such as product development. The JustFoodERP warehouse management system is in the works. Driven by customer demand, TOC spent 2012 involved in the process of certifying to the BRC Food Standard, which falls under the Global Food Safety Initiative (GFSI) standard for food safety and quality. BRC certification requires procedural changes to their business, which can be accommodated by JustFoodERP. “We’re very proud of being BRC certified at both our facilities,” says Murphy. “BRC fit into our goal to delivering safe quality food… we have good traceability all the way through to corrective action.” The highest level (‘A’) of BRC certification was first completed mid-2012 at TOC’s 400-employee Vancouver, British Columbia plant and head office followed by certification at the London, Ontario facility by the end of 2012. Both facilities have received Canadian Food Inspection Agency (CFIA), and Food and Drug Agency (FDA) approvals following evaluation of their Good Manufacturing Practices (GMP) and HACCP programs. At each location, a cross-functional team across all business units, led by the company’s QA Director, worked on the BRC certification process. TOC employees worked on the integration of shop floor reporting to capture variations and deviations that are captured on the Variation Form. An event is created that is tracked within the company’s JustFoodERP system “so we know exactly when these variations have occurred, by whom and for which product,” says Murphy. The event is assigned to a supervisor and reviewed. If it requires further investigation, they have integrated BRC’s Corrective Action Form within JustFoodERP. “The elimination of duplicate information is key to managing the shop floor.” Eric Murphy, Director Information Technology The Original Cakerie “We’re very proud of being BRC certified at both our facilities, which fits into our goal to deliver safe quality food... we have good traceability all the way through to corrective action.” Eric Murphy, Director, Information Technology The Original Cakerie 20 THE ORIGINAL CAKERIE DEMET’S CANDY COMPANY THE SOLUTION In the Quality Management piece of their ERP system, TOC has integrated Lot Holds functionality so their QA team can assign specific dispositions on the lot or action item, and from that point on, the operations team does what needs to be done; when the lot is released, it can ship. “We’re working on what we call ‘positive release;’ based on product subject to testing, the system will automatically put the lock on a pre-determined time on hold. After a certain window of time, the product is released and ready to ship,” Murphy says. “We want better control between the time we manufacture and the time we do the testing, so we don’t send any product that might have to be recalled.” TOC is also in the midst of fully integrating all their recipe information, including instructions within the production Bill of Materials (BOM) and product specifications, into one central repository. “The elimination of duplicate information is key to managing the shop floor,” Murphy notes. “Capturing data costs money; if data is entered once, you should be able to use it across your system.” With a new product development person driving that piece of the JustFoodERP system, the company is working with laboratory functionalities. “We want to separate (product) BOM and product development, so we will have a less restrictive environment for product development,” says Murphy. On the sales side, trade promotions are managed within JustFoodERP for foodservice customers, with plans to roll the TPM technology out for retail, too. “We have created a broker portal to help share product profile information with our broker community, and now are looking at adding more confidential information such as volume-based reports (trade spend requests, rebate requests, etc.) into the broker portal,” says Murphy. Phase 3 Implementation TOC is looking into implementing the Warehouse Management (WMS) piece of their JustFoodERP system, including its mobility-enabled JF Floor functionality, with the goal to “bring speed of execution and barcode scanning” at the two TOC warehouses (one in each of their locations), for a “more efficient flow of information between inventory, staging and product use,” says Murphy. “From a traceability perspective, barcodes are a huge enabler.” The company has used Electronic Data Interchange (EDI) technology within JustFoodERP since their 2006 implementation, but nowadays “we’re using lot more EDI than ever before, and we’re now looking into support for Advance Shipping Notice [ASN],” says Murphy. “The biggest retailers are driving this requirement.” 21 THE ORIGINAL CAKERIE DEMET’S CANDY COMPANY THE BENEFITS The fact of having gone from all data silo applications across different departments to one main ERP system, where “90% of our business processes are centralized… is a success on its own,” states Murphy. “Real time visibility of our shop floor has been a big win from what we had before JustFoodERP was implemented.” “Now we have more insight on the true cost of manufacturing, of course we want even more.” Everything that TOC is doing with technology is “providing for our customers’ growth,” says Murphy, but “Also it helps us look at how we do things and drives improvement within our organization.” THE FUTURE “We just built a three-year roadmap for IT plans at the company,” says Murphy, and there is lots of room in it for continuing expansion of their JustFoodERP system. “My philosophy is that the system should enable our people to do their work more effectively by automating the non-valued added tasks, increasing productivity and capacity.” Pushing intelligent forms directly to the system, once workflow approvals are done, is the end-game; TOC is documenting all their business procedures and process workflows. “We have full-blown documentation in SharePoint, and once we build a bridge to seamlessly integrate that into our JustFoodERP system, it will give us the ability to really look at the gaps where business process management can happen. Murphy adds that “Another opportunity for us this fiscal year will be more advanced Business Intelligence, more around our core operations which is manufacturing.” As well, capacity-based planning and growth is very much on the minds of TOC management; the company serves West Coast and East Coast of both Canada and the U.S. out of their respectively located plants and warehouses. The Original Cakerie is looking into implementing the Warehouse Management System within JustFoodERP, including its mobilityenabled JF Floor functionality, with the goal of bringing speed of execution and barcode scanning at their two warehouses “We have created a portal to help share product profile information with our broker community, and now are looking at adding more confidential information such as volume-based reports.” Eric Murphy, Director, Information Technology The Original Cakerie 22 TW GARNER FOOD COMPANY DEMET’S CANDY COMPANY THE ORIGINAL CAKERIE CUSTOMER PROFILE TW Garner Food Company is a thirdgeneration family-owned and operated business in Winston- Salem, NC that makes Texas Pete® hot sauces, wing sauces and chili sauces, and the Green Mountain Gringo® line of salsas and tortilla strips. In 1929, at the onset of the Great Depression, 17-yearold Thad Garner purchased the Dixie Pig BBQ Stand. Thad, along with his dad Sam Garner, his mom Ila Jane and his six siblings, began making and selling the barbeque sauce whose recipe he inherited with the purchase of the restaurant. Sam and three of his sons, Thad, Ralph and Harold, formed a partnership and in 1946 they incorporated TW Garner Food Company. The factory used today was constructed in 1942 on the site of the original Garner family home, and has been added to many times in succeeding years. Today the company employs about 100 people at its two warehouses and manufacturing facility in Winston-Salem. TW Garner Food Company distributes its products nationally to foodservice outlets, distributor outlets and retail outlets – including convenience store chains – through a variety of channels. For the last decade, a modest percentage of their sales have come through e-commerce on their brands’ websites, at higher than retail prices, with the intention of having more presence in pockets of the U.S. market where they are less widely distributed. Texas Pete® Hot Sauce is the #1-selling brand in the South and #3 nationally in volume. Green Mountain Gringo® Salsas are the #1-selling brand of salsas in the natural food world. TW Garner also serves the military in both Commissary and Troop Feeding arenas. Servicepersons introduced to the products during enlistment often become regular consumers at home. The company is expanding sales also into the healthcare industry, as well as internationally into Canada and the European Union. Compared to what we used to look at in our old system, JustFoodERP provides so much more information about our business. We are looking forward to moving deeper with JustFoodERP. Ann Garner Riddle, President & CEO, TW Garner Food Company THE CHALLENGE For the last decade, a modest percentage of their sales have come through e-commerce on their brands’ websites, at higher than retail prices, with the intention of having more presence in pockets of the U.S. market where they are less widely distributed. Texas Pete® Hot Sauce is the #1-selling brand in the South and #3 nationally in volume. Green Mountain Gringo® Salsas are the #1-selling brand of salsas in the natural food world. TW Garner also serves the military in both Commissary and Troop Feeding arenas. Servicepersons introduced to the products during enlistment often become regular consumers at home. The company is expanding sales also into the healthcare industry, as well as internationally into Canada and the European Union. “I would recommend JustFoodERP to any food company that wants to configure something new that works for their business now and for future generations.” Ann Garner Riddle, President & CEO TW Garner Food Company 23 TW GARNER FOOD COMPANY DEMET’S CANDY COMPANY THE CHALLENGE For two decades, TW Garner had been using general business management office software that was customwritten for them. It was going to be costly to modernize the AS/400-based flat file system, which didn’t support newer processes emerging at TW Garner, such as EDI requirements and improved traceability. “Lot traceability and recall functionality were some of the ‘must haves’ during the evaluation of ERP systems,” says Pat O’Doherty, Information Services Manager. They sent an RFP to 15 vendors, including Sage,ProcessPro, and another Microsoft Dynamics partner. JustFoodERP was selected because “their team really understands our business,” said Ann Garner Riddle, President and CEO of TW Garner. “Aside from providing the functionality that we needed, JustFoodERP’s expertise in the food industry makes them an integral part of the future of our business. We see this as a partnership not just a software purchase.” THE SOLUTION “JustFoodERP is one of the more responsive customer service groups I’ve ever worked with... their staff is easy to work with.” Pat O’Doherty, Information Services Manager TW Garner Food Company The choice of JustFoodERP, based on the Microsoft Dynamics platform, leverages the existing Microsoft infrastructure at TW Garner – Outlook, Excel, SQL server pieces, as well as employee skill level in using Microsoft products. Using a Microsoft Dynamicsbased ERP system has made some of their people stronger in Microsoft applications overall, says O’Doherty. “I cannot imagine using anything else but Microsoft in the decades to come,” says Garner Riddle. “I’m third generation in our company; I’ve got fourth generation working for me… it wouldn’t have worked if I had picked a GUI interface or AS-400 green screen, which is what I personally know well.” TW Garner implemented all the JustFoodERP modules at once for their go-live in April, 2012. “It was huge, but I don’t know how you could do it otherwise,” says Garner Riddle. “Because of the overlap between staff and data, how can you start with finance without a foundation in building a BOM [bill of material] for example… it’s all interconnected.” “We decided it would be less disruptive to users to implement everything at once,” says O’Doherty. “Going from effectively an electronic typewriter green screen IT environment to point-and-click software that makes automatic changes – from a flat file system to a fully integrated system – was enough of a culture shock.” 24 TW GARNER FOOD COMPANY DEMET’S CANDY COMPANY THE SOLUTION “It was a steep learning curve for our employees to grasp the fact that as soon as they make a change, it’s in the system,” notes Garner Riddle. “I don’t have many users who aren’t happy now – most of them are jumping in and figuring it out... Me, I’m happy as a clam.” Having strong, well-documented business processes has been an asset in TW Garner’s go-live, especially since they had only a dozen or so employees on their internal implementation team. “We are very lean in administrative staff, accounting, sales and QA for example,” says Garner Riddle. Particularly operationally, “our processes were excellent,” she notes. “I weave processes into everything – at Christmas last year I shared with our staff my 6P Principle: ‘Processes and Procedures and Paperwork done Properly put Profit in your Pocket’… I was discussing employee benefits at the time. Our being able to offer excellent benefits is entirely dependent upon all staff following proper procedures all day, every day. ” THE BENEFITS The lot traceability and recall functionality in JustFoodERP are working well, says O’Doherty; fortunately, the company has had to do only mock recalls so far. “You cannot run a food business today without traceability,” says Garner Riddle. TW Garner is integrating Jet Enterprise, with a high degree of business intelligence and reporting functionality – updating from Jet Reports. “We currently have monthly updates,” says O’Doherty. “We want daily updates so that we are aware what orders are in, what has shipped, who’s paid us and who hasn’t.” The company found that a full data warehousing approach would be easier for their sales staff and others to use, and as such they are implementing Jet Enterprise. “I love the reporting functionality I’m discovering within JustFoodERP,” says Garner Riddle. “I love being able to dig data out and drill out into numbers in my general ledger. I have over 40 years’ experience in our company and I love seeing how it all fits together.” TW Garner is integrating trade promotion management software from TradeInsight as an add-on to their JustFoodERP system. “It will improve the responsibility of managing the costs of trade promotions, clearing up deductions, and the like. We had pieces of paper to do this before,” says Garner Riddle. “I have high hopes for the TPM software.” The company is using the Product Development module of JustFoodERP for new certified WIP tags that come with the BOM, with plans to greatly expand this functionality for their sauce and salsa product lines. To deal with about 80% of their customers who require EDI (electronic data interchange), “we are currently using the JustFoodERP’s EDI Connector,” says O’Doherty. At the moment many of their trading partners are connected to their older-style value added network (VAN), with plans to integrate them into the new EDI process within their JustFoodERP system. 25 TW GARNER FOOD COMPANY DEMET’S CANDY COMPANY THE BENEFITS “JustFoodERP is one of the more responsive customer service groups I’ve ever worked with,” says O’Doherty. “JustFoodERP customer service staff is easy to work with; even if we make an obvious mistake, they are there to help us through it so we don’t make it again.” “Aside from providing the functionality that we needed, JustFoodERP’s expertise in the food industry makes them an integral part of the future of our business. We see this as a partnership not just a software purchase.” Ann Garner Riddle, President & CEO TW Garner Food Company The Original Cakerie THE FUTURE TW Garner is planning to implement the Warehouse Management System (WMS) module of JustFoodERP. WMS was missing in the company’s legacy ERP system, “So we’ve implemented it at a basic level, to monitor and manage transfers of materials, not yet to its full capacity yet,” says O’Doherty. “We’re getting our materials handling people used to working with a computer, as they never had to before.” TW Garner is also looking at implementing a portal for smaller customers who cannot afford or don’t want to do EDI, to replace all the emails that come in for orders and other communications, says O’Doherty. The company will also integrate JF Floor – the browser-based interface that extends the JustFoodERP system across handheld scanning devices. To start, six forklift-mounted devices and three handheld units loaded with JF Floor will be implemented between their two warehouses. Data will be captured on the spot by warehouse employees, allowing for real-time flow of inventory. Once JF Floor is up and running and serial shipping container codes (SSCC) are being used, TW Garner will add the Advance Ship Notice (ASN) functionality within JustFoodERP – integrated with EDI – to meet the demands of their half-dozen customers who require ASN documentation on shipments. 26 VITA -PAKT CITRUS PRODUCTS CO. DEMET’S CANDY COMPANY CUSTOMER PROFILE JustFoodERP helps us find the information that is most relevant to our business, faster and easier. Robert Naugle, Plant Manager, Vita-Pakt Citrus Products Co. Vita-Pakt Citrus Products Co., based in Covina, California and founded in 1957, is a vertically integrated processor of citrus and kiwi fruit products and is dedicated to the production of the highest quality natural ingredients for food and beverage manufacturers around the world. Their signature products include frozen orange and lemon peel items – mainstay ingredients in the baking industry. For the spice, tea, brewing, and other food industries, Vita-Pakt makes single strength, not-fromconcentrate juices, all natural juice concentrates, beverage bases, citrus oils, purees, and specialty citrus peel products from dried and milled granules. Aside from their headquarters and a distribution center for frozen products located in Covina, Vita-Pakt has a manufacturing facility in Lindsay, CA where they produce frozen peel and blended products and concentrates. The company also owns a dehydrator in Del Rey, CA and a dry milling operation in Fresno, where dried products such as orange and lemon peel is turned into spices as well as used in product such as Belgian-style wheat beer and herbal teas. THE CHALLENGE A driver in Vita-Pakt’s search for an Enterprise Resource Planning (ERP) system was the need to move to an integrated system – away from inefficient systems that required manual entry of data, and employees running their own spreadsheets that didn’t tie production data to processing data. Accessibility to data by everyone in the company was also important to Vita-Pakt, says plant manager Robert Naugle. Item traceability was another key consideration; they required the ability to track product both forward and backward in the supply chain, and to conduct mock product recalls for third-party audits. 27 VITA -PAKT CITRUS PRODUCTS CO. DEMET’S CANDY COMPANY THE SOLUTION Operations drove the ERP system search and implementation at Vita-Pakt, says Naugle, who was project lead with a core team of about half a dozen employees, including his manager, the Senior VP Operations, as executive sponsor. Naugle and his team quickly identified that “Microsoft Dynamics ERP was the way for us to go” and they narrowed their search down to JustFoodERP and another Dynamics based vendor. “The main thing for us was the level of relationship that JustFoodERP has with Microsoft… how the JustFoodERP system is completely integrated and compatible with Microsoft now and down the road,” says Naugle. “As well, we decided that the functionality in JustFoodERP fits us better than the other ERP vendors.” Vita-Pakt representatives attended the 2010 JustFoodERP User Event in Dallas, TX, which included plant tour of CF Chefs, a JustFoodERP customer. Naugle and his coworkers were impressed by seeing JustFoodERP in action and how it was benefiting another food processor. To start their ERP project, Vita-Pakt ran a test environment of JustFoodERP – from production through purchasing, including the quality management module and the reporting module – for six months at their Lindsay, CA plant before rolling out the full implementation across all their company’s locations. THE BENEFITS The full JustFoodERP implementation was rolled out across four manufacturing locationsin different parts of California. Microsoft Dynamics CRM integrates with JustFoodERP so they can push a button and within seconds, automated emails go to thousands of customers contained in the contacts management side of CRM, making a huge difference in item traceability and recalls. Robert Naugle, Plant Manager, Vita-Pakt Citrus Products Co. Naugle says Vita-Pakt has seen increased efficiencies and productivity, resulting in cost savings, since the go-live date of their JustFoodERP system. “We use the item trace functionality quite a bit for recall purposes and for ongoing information gathering,” he says. Vita-Pakt is now working with JustFoodERP to implement the customer relationship management (CRM) module. “One of the selling points of CRM,” says Naugle, “is with the push of a single button, and within 30 seconds automated emails and letters are going out to customers notifying them of recalled items.” When you have thousands of customers, as Vita-Pakt does, being able to set up a template within the ERP system and have it ‘speak’ to the contacts management side of the CRM system makes a huge difference in the item trace and recall process. Among the accomplishments, Vita-Pakt was the first JustFoodERP customer to go live with the Role Tailored Client (RTC) feature of Microsoft Dynamics when it was released in 2010. This feature is helping users at Vita-Pakt focus on their tasks by tailoring their application experience to the needs of their roles at work. “Most of our users input their daily information in RTC, which has highly customized screens for each user,” notes Naugle. 28 VITA -PAKT CITRUS PRODUCTS CO. DEMET’S CANDY COMPANY THE BENEFITS Naugle says he is also seeing the benefit of reporting within the JustFoodERP system. JustFoodERP staff provided excellent training and support for this. “I would definitely recommend JustFoodERP to another food company,” says Naugle. “JustFoodERP employees are knowledgeable and responsive from pre-sales through to implementation and customer support… I like that I have access to the top people at JustFoodERP.” THE FUTURE Vita-Pakt has moved on to implement JF Floor, the web interface module that extends JustFoodERP functionality through their warehouse and plant workers’ handheld scanners, forkliftmounted tablets or any other portable device that accesses a browser running over a wireless network. “All our finished products will be containerized,” says Naugle. “As the goods come off production, on pallets, they get tracked by container number using JF Floor.” The payoff, he adds is that “We’ll get more real-time information on output.” Vita-Pakt enjoys keeping up to date on JustFoodERP developments, such as the educational sessions that Naugle and his coworkers attended at the 2012 JustFoodERP User Event, looking at the product roadmap and learning more about reporting, JF Floor and other functionalities that integrate with their JustFoodERP system. “The main thing was the level of relationship JustFoodERP has with Microsoft Dynamics – they are completely integrated, compatible with Microsoft now and down the road.” Robert Naugle, Plant Manager, Vita-Pakt Citrus Products Co. “Obviously there are lots of ERP choices, but a lot of those choices look their age. JustFoodERP and Microsoft Dynamics provide a user interface, compelling product roadmap, and a technology platform that isn’t represented in other ERP systems. Our decision to choose JustFoodERP was made looking at our business model now, five years, ten years, and beyond. Paris Ball-Miller, Co-Owner and President Troyer Foods Inc. Midwest broadline foodservice and speciality retail supplier Robert Naugle, Plant Manager, Vita-Pakt Citrus Products Co. 29 WHY ? JustFoodERP helps food companies lower costs, improve food safety, and manage customer compliance. We do this by matching up the best software technology with the best business processes. For more information on For a complimentary business consultation, please visit justfooderp.com please contact us at info@justfooderp.com or call us at 1-866-788-1086