How to optimize communication and operational processes in a joinery ?

Manufacturing companies, and joiners in particular, who produce or install anything themselves, must constantly watch over the efficiency of their operational processes. They must be aware that with every project, from application to payment, control is maintained and progress assured.

Good communication ensures that the entire operational process runs smoothly, especially when working with inside and outside services. It is best to have a solid software scheduling package that uses roles, tasks and tickets.

Roll

Roles are assigned to your employees. A role can be performed by :

● several colleagues from the same department together, for example, the salespeople

● several colleagues from different departments together, such as at a planning meeting.

● the business manager or one employee, in smaller organizations, taking on multiple roles.

A role consists of a number of tasks. For example, purchasing can clarify colors and options, fill out the order form on the site, review the order confirmation or confirm effective delivery.

Tasks

By explicitly naming the tasks, assigning a responsible person and visibly following them up, clarity is created for the entire organization. In a solid planning package you can indicate, who can and who may register tasks.

Some tasks, such as who took measurements and when, among others, may and can be completed by anyone. Other tasks such as verification of payment, among others, may be done only by the person in charge.

Tickets

Registration only shows the status of the project but in no way replaces communication that occurs via phone or email directly between the people involved.

And then tickets become important. A ticket provides the description in the planning package of an action to be performed. The big advantage is that even others who open the file can see that there are still unanswered tickets attached. And that's a lot more convenient than having to go searching in your e-mails.

Case study : A customer calls to change a detail and asks the person in charge to call back. Then there are 2 possibilities:

● You can send an email to the person in charge and put everyone in cc. Result : guaranteed miscommunication

● You can create a ticket in the scheduling package, attach it to the project and send a reminder to the person responsible. As soon as the person logs back in, he will see the message.

Pop-up notifications

As an extra, a pop-up ensures that points of interest within a project are shown. It is a very useful tool, so that everyone can take it into account and act accordingly.

As soon as someone on the staff opens or changes a project, an invoice or an application, a pop-up may appear with messages such as : file blocked or check the accounts before making changes !

Conclusion

A good planning package therefore ensures that all operational processes are under control, monitored and run optimally.

Wondering how this can be done in practice ?

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