CFR Diversity Tool
Mar'9th 2018 - Aug'22nd 2018
VWR International LLC
Project Charter
PROBLEM STATEMENT
Generate 36 Customer Facing Reporting Diversity supplier reports by extracting the data from SAP BEx, input them into the Microsoft Access. Run queries and export the resulting tables to the desired template and format. This involves manual copying and pasting data from separate tabs which is time consuming and have quality issues.
OBJECTIVE
Primary Objective:
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Reducing the manual process and increase the quality
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To propose an alternate method that eliminates the usage of Microsoft Access by introducing power queries and power pivots
Secondary Objective
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To save time taken to process from 810 Min to 25 Min by implementing automation.
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To develop a procedure for extracting the data from SAP BEx and format various sheet tabs in the desired excel dashboard.
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Quality check once the reports are generated.
EXPECTED DELIVERABLES
Implementing Automation, will lower the rework and increase quality, through
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Poka-yoke
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Without using Microsoft Access,
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Without adding additional resources,
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Decrease time,
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Lower human fault,
If achieved, the CFR Diversity reports could be produced with greater quality in very short time.
PROJECT SCOPE- IN SCOPE
In Scope:
Quality Management, Customer Service Satisfaction, Use of Power Queries and Power Pivots, Use of Automated tool, Time Management, Associates who run Diversity Reports, If tool is slightly adjusted it can run GPO Diversity reports
Out Scope:
Can only be used for Customer Facings Reporting Diversity Reports
Work Break down Structure
The Tool has been created on Microsoft Excel VBA. It has been incorporated with SAP BEx query, excel VBA, Power Queries and Power Pivots. It needs to run, extract, Update queries, Pivot tables, format and populate the data into desired template for the user specified time period. The QC mechanism is also incorporated successfully. If this is implemented successfully then without using Microsoft Access the Turn Around Time for the stakeholder can be achieved. There will be no issues on quality.
The Tool has been created and it performs good. The user needs to open the template in SAP BEx explorer and enter the time period in the desired cell and click "Start". When the button is clicked the tool runs, extracts the data from SAP, Updates the Power Queries and Refresh the Power Pivots. Then Copies them to the respective sheet tabs on the desired template and formats each tab based on requirements. The QC status can be checked whether the tool has run the report correctly. If the reports are ran correctly then it marks as "QC Passed" else the tool marks "QC Failed".
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The official meeting with team members and management was conducted on Mar'9th 2018
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The Project has Gone live after getting approval with IT on Aug'22nd 2018
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It avoids using Microsoft Access
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Provides an alternative method to run all the CFR Diversity reports
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It saves time and increases the quality