Quality Management System in Steelhead (QMS) - January Masterclass
Steelhead's Quality Management System simplifies compliance and quality tracking with customizable reports, a user-friendly dashboard, and seamless customer portal access.
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Masterclass
QMS Live Masterclass Webinar
Identity & metadata
Video title
QMS Live Masterclass Webinar
Date published
January 31, 2024
Duration
44:26
Video type
Masterclass / Webinar
Audience
Quality; production leaders; owners; admin
Video summary
In one sentence
Steelhead's QMS turns quality holds, NCRs, corrective action reports, and RMAs into fully traceable, digital
workflows that stay natively integrated with production, job costing, and shipping, so quality issues get
documented, escalated, resolved, and analyzed without leaving the platform.
workflows that stay natively integrated with production, job costing, and shipping, so quality issues get
documented, escalated, resolved, and analyzed without leaving the platform.
What this video covers
The presenter opens on what a quality management system is (policies, procedures, processes, and tools
to meet quality requirements) and why it matters: rework and scrap compound cost quickly for
a margin-based shop, and for aerospace/oil-and-gas customers, quality failures can carry real safety consequences.
He then runs an extended live demo in Steelhead. Starting from a basic four-step production
order, he inspects parts, puts a portion on quality hold with a custom description, additional
input fields, and a marked-up photo of the defect. He tours the quality management dashboard,
where held parts can be worked, converted into an NCR, or released via hold exit
— either back into production or forward to shipping (so a known-defective part can still
ship with full documentation for the customer).
He creates a non-conformance report (NCR) with fully configurable input sections, emails it directly to
the customer as a PDF, and shows the resulting rework fork: reintroducing parts to the
same work order, or spinning up a new rework work order with its own process
(e.g., strip and rack) that automatically links back to the original by name while carrying
its own unique ID. He shows that rework costs post to the original purchase order's
margin without double-counting revenue, and that every transfer — reworked, scrapped, or shipped — is
fully traceable through Part Transfers.
He covers scrapping parts per customer instruction (they disappear from shipping and invoicing but remain
traceable), creating and closing a corrective action report (CAR) with configurable root-cause and corrective-action sections,
and issuing an RMA when a customer returns parts, including an automatic warning when receiving
a part number tied to an open RMA. He closes with 20+ minutes of live
Q&A covering split-order traceability, rework work order naming, one-way customer email (no two-way inbox yet),
NCRs surfacing on the part number page, an upcoming CAR follow-up/effectiveness section, planned Insights reporting
for QMS, QMS-specific user permissions, and serial-number-level tracking through part transfers.
to meet quality requirements) and why it matters: rework and scrap compound cost quickly for
a margin-based shop, and for aerospace/oil-and-gas customers, quality failures can carry real safety consequences.
He then runs an extended live demo in Steelhead. Starting from a basic four-step production
order, he inspects parts, puts a portion on quality hold with a custom description, additional
input fields, and a marked-up photo of the defect. He tours the quality management dashboard,
where held parts can be worked, converted into an NCR, or released via hold exit
— either back into production or forward to shipping (so a known-defective part can still
ship with full documentation for the customer).
He creates a non-conformance report (NCR) with fully configurable input sections, emails it directly to
the customer as a PDF, and shows the resulting rework fork: reintroducing parts to the
same work order, or spinning up a new rework work order with its own process
(e.g., strip and rack) that automatically links back to the original by name while carrying
its own unique ID. He shows that rework costs post to the original purchase order's
margin without double-counting revenue, and that every transfer — reworked, scrapped, or shipped — is
fully traceable through Part Transfers.
He covers scrapping parts per customer instruction (they disappear from shipping and invoicing but remain
traceable), creating and closing a corrective action report (CAR) with configurable root-cause and corrective-action sections,
and issuing an RMA when a customer returns parts, including an automatic warning when receiving
a part number tied to an open RMA. He closes with 20+ minutes of live
Q&A covering split-order traceability, rework work order naming, one-way customer email (no two-way inbox yet),
NCRs surfacing on the part number page, an upcoming CAR follow-up/effectiveness section, planned Insights reporting
for QMS, QMS-specific user permissions, and serial-number-level tracking through part transfers.
Problem it solves
Quality doesn't happen by accident, and running QMS as a separate paper process or bolt-on
tool creates friction, lost traceability, and blind spots about which stations, operators, or customers are
actually driving quality cost. Steelhead's QMS keeps holds, NCRs, CARs, and RMAs on the same
interface, permissions, and part-transfer backbone as normal production, so quality data stays connected to the
work order, the cost, and the people who touched the part.
tool creates friction, lost traceability, and blind spots about which stations, operators, or customers are
actually driving quality cost. Steelhead's QMS keeps holds, NCRs, CARs, and RMAs on the same
interface, permissions, and part-transfer backbone as normal production, so quality data stays connected to the
work order, the cost, and the people who touched the part.
Key capabilities shown
• Quality holds with custom description fields, configurable inputs, and marked-up photos
• Quality management dashboard listing held parts, filterable by part number, customer, or work order
• Hold exit to release parts back to production or forward to shipping, with permission-based control
• Non-conformance reports (NCRs) with fully configurable input sections and dropdown menus
• Emailing NCRs and RMAs directly to customers as configurable PDFs
• Rework to the same work order or a new rework work order, with automatic name
linking and a separate background ID
• Rework cost posting to the original purchase order's margin without double-counting revenue
• Scrap/exit workflow that removes parts from shipping and invoicing while preserving traceability
• Corrective action reports (CARs) with configurable root-cause, investigation, and corrective-action sections
• RMA creation, drilling down from customer to received order to work order to line item
• Automatic warning when receiving a part number tied to an open RMA
• Full part-transfer traceability, including down to the serial number level
• QMS-specific user permissions, separate from general transfer permissions
• Global search and part number pages surfacing linked NCRs and quality holds
• Quality management dashboard listing held parts, filterable by part number, customer, or work order
• Hold exit to release parts back to production or forward to shipping, with permission-based control
• Non-conformance reports (NCRs) with fully configurable input sections and dropdown menus
• Emailing NCRs and RMAs directly to customers as configurable PDFs
• Rework to the same work order or a new rework work order, with automatic name
linking and a separate background ID
• Rework cost posting to the original purchase order's margin without double-counting revenue
• Scrap/exit workflow that removes parts from shipping and invoicing while preserving traceability
• Corrective action reports (CARs) with configurable root-cause, investigation, and corrective-action sections
• RMA creation, drilling down from customer to received order to work order to line item
• Automatic warning when receiving a part number tied to an open RMA
• Full part-transfer traceability, including down to the serial number level
• QMS-specific user permissions, separate from general transfer permissions
• Global search and part number pages surfacing linked NCRs and quality holds
How the demo flows
• Opens a basic four-step order and works parts to identify a quality issue
• Puts 10 parts on quality hold with a custom description, inputs, and a marked-up defect
photo
• Opens the quality management dashboard and shows work parts / create NCR / remove hold
options
• Removes a hold and sends one part to shipping
• Creates an NCR, shows its configurable sections, emails it to the customer, and views the
PDF
• Reworks parts back to the same work order, then reworks the rest into a new
rework work order with a new process
• Opens the rework work order, processes and finishes the rework step, and moves parts back
to the original work order
• Opens all part transfers to show full traceability, then exits parts per a customer's scrap
instruction
• Creates and closes a corrective action report (CAR)
• Uses global search to filter quality data by customer
• Creates an RMA, emails it to the customer, then receives customer parts and triggers an
open-RMA warning
• In Q&A: shows traceability after splitting an order, NCRs on the part number page, and
serialization/grouping for a new order
• Puts 10 parts on quality hold with a custom description, inputs, and a marked-up defect
photo
• Opens the quality management dashboard and shows work parts / create NCR / remove hold
options
• Removes a hold and sends one part to shipping
• Creates an NCR, shows its configurable sections, emails it to the customer, and views the
• Reworks parts back to the same work order, then reworks the rest into a new
rework work order with a new process
• Opens the rework work order, processes and finishes the rework step, and moves parts back
to the original work order
• Opens all part transfers to show full traceability, then exits parts per a customer's scrap
instruction
• Creates and closes a corrective action report (CAR)
• Uses global search to filter quality data by customer
• Creates an RMA, emails it to the customer, then receives customer parts and triggers an
open-RMA warning
• In Q&A: shows traceability after splitting an order, NCRs on the part number page, and
serialization/grouping for a new order
Full transcript
Speaker
Steelhead presenter (name not stated), with live audience Q&A
Transcript
[00:00] And in this webinar, we are going to run through as quickly as we can
in, in the period of time that we have, QMS, our quality management system and
cover the concepts and, but then also get into, Steelhead and how it actually works,
in Steelhead, how it's integrated with the rest of the rest of the platform.
[00:20] So real quickly on the agenda, what is QMS?
[00:23] Just the high level basics. Why is QMS important?
[00:26] Why do we care about it? Why do we use it?
[00:28] You know, just to be quite frank, I mean, there's people that use Steelhead that
don't use QMS even though they, they have it, right?
[00:32] So, it's, it really is a, a leadership decision that, you know, it's important for
our, our company and we need to need to use it.
[00:39] So that's what we'd like to cover today is, is get into some of the
nuts and bolts of why it's important, how it works, and, and, and, and, and
get into a specific demo so we can walk away with an understanding of, of
how to use it.
[00:52] And then also covering typical, workflows.
[00:54] Obviously this is all centered around, the metal finishing space.
[00:58] So, processing parts, other, other customers parts, and, and the coating environment.
[01:03] And then we'll go through a demonstration, which will be probably the lion's share, of
the time.
[01:06] And then we'll leave time for discussion and questions at the end.
[01:11] So, very briefly, what is QMS?
[01:13] It's essentially policies, procedures, processes and tools that, to, to meet the quality requirements for
the customer or the standards is essentially, a suite of, yeah, systems, processes and tools
that you use to ensure that you have quality.
[01:27] Basically, quality doesn't have happen on accident.
[01:29] It takes a lot of proactive energy, time, effort from people, from tools like software,
physical, physical equipment, you know, document control suppliers, trainers.
[01:41] It's, it's really the, the entire, puzzle coming together in one, kind of orchestra to
create, high quality parts.
[01:49] And again, the biggest thing is that just does not happen, on, on purpose.
[01:53] And it takes energy and effort and you have to have systems in place and
you need to drive essentially, compliance with those systems.
[01:59] It's not really a space for kind of creativity and, and making things up on
the fly.
[02:03] It's, it's a, a space where discipline and, and rigor and systems and controls really
wins the day.
[02:09] So that's what we'll, we'll get into.
[02:12] Typical workflows.
[02:14] Or, sorry, what, I must be missing a slide here.
[02:19] Sorry. Gimme one minute. Okay.
[02:23] And apologies.
[02:25] I'm not sure what happened to one of my slides.
[02:26] I have a slide on, I dunno why QMS is important here.
[02:32] I'll just co cover it verbally, but, obviously if you have poor quality, a lot
of things go sideways, your reputation, begins to suffer.
[02:41] Morale at the team could suffer, but it'll hit you in the, in the bottom
line really quickly as well.
[02:45] If you consider, you know, if you're 20% margin shop and you process a part
and you have to process it twice, you've not only had to spend, you know,
let's say it was a hundred dollars, which is what you had to spend to
earn that 20, you now had to spend 200 to earn that 20.
[03:00] So you're in the hole by a hundred dollars, and then you need to run
another five parts just to catch up.
[03:06] So you had to run it twice and start with plus another five.
[03:09] So plus all that opportunity cost, so it adds up really, really quickly.
[03:12] Rework is obviously your customers don't pay you to rework and fix your own mistakes.
[03:17] So, the cost of, of rework can, can swell really, really quickly and, and, really
drive, drive down the bottom line.
[03:25] Also, you know, reputation, brand, customer loyalty, and then a lot of, a lot of
our customers work in oil and gas or in aerospace and, you know, commercial incentives
and making money aside.
[03:37] A lot of these parts are really critical for safety to the end user.
[03:40] We all saw, Boeing, in the news a couple times, recently, and it's, it, they're
not good headlines.
[03:46] And a lot of that's around quality, where parts are making out the wild and
people's, you know, frankly, the lives are, are endangered, or, or the environment or, or
other kind of not great, failure mode.
[03:58] So, it does extend beyond the commercial, but, there is also a pretty heavy commercial
impact, with, with poor quality.
[04:08] [jumps to the Steelhead platform] So I'll just jump straight into, the Steelhead platform here.
[04:14] And just a 32nd introduction for those who've who've never seen Steelhead.
[04:17] It's a cloud-based operating system for, the finishing space, specifically job shops.
[04:24] So what Steelheads really set up for is, is shops that take in customers parts,
process those parts and give them back to the customer.
[04:30] So the rework workflows that we can see, it, it, it might be as simple
as I'm processing the parts and whether it's a paint or a coating process and
they come out and they're not thick enough, so I just put 'em back at
the beginning of the process and run them again or put 'em through the process
again.
[04:44] That's like probably the simplest, form of, of rework.
[04:47] We might have to take 'em to an external, work order where we have to
strip the parts or blast parts and then reintroduce 'em back into the workflow.
[04:55] Again, still might be internal, never escaped our four walls.
[04:58] But then we also might have an escape where we process the parts, send it
to the customer, and customer attacks, it sends it back to us.
[05:03] And then I guess we could either strip the parts or read process the parts,
a number of different workflows there.
[05:09] So, we need to be robust to all of that functionally, like it has to
be intuitive and useful for everyone to use.
[05:14] And we, we want to stay true to remaining fully digital.
[05:18] And then also we wanna be, be sure we're tracking costs at cost of quality
is, is super important.
[05:23] [opens a basic four-step order for the demo] So, just gonna jump into a very basic, order that I've created.
[05:28] It's, it's a, just for this demo here, and basically it's four steps.
[05:32] We're gonna prep the parts, we're gonna process parts, we're gonna cure them, and then
we're going to inspect them.
[05:36] So, we'll just represent normal production here.
[05:39] We're stepping through and obviously operator, instructions, spec collections, a lot of things are gonna
be happening here, but this is a highly simplified demo just to, to, cover what
would happen, with, with the QMA side.
[05:53] So let's say we process parts all the way through, and then we end up
in, in spec.
[05:57] So I'm a, a quality manager.
[05:59] I, I, I am, I'm inspecting and I find something wrong with the parts.
[06:03] [works parts to inspect and identify a quality issue] So I can go ahead and, work these parts here.
[06:06] And let's say outta these 20 parts, I, I determine that 10 I need to
go on quality hold, for, for some reason.
[06:12] [puts 10 parts on quality hold] So I can just say, all right, 10 of those parts, I need to put
those on quality hold.
[06:15] That's typically where we kind of detect quality is somewhere out in the floor in
process inspection or, or something, somewhere else, like an inspection node.
[06:24] So we can put in a description here.
[06:34] [adds a custom description and inputs to the hold] And we can also form, formulate, inputs as well.
[06:39] And this is custom. We can ask as many questions as you want, want, and,
you know, kind of format how we, what kind of data we wanna collect there.
[06:48] [uploads and marks up an image of the defect] Also, what we might do out on the plant floor is, is grab an image.
[06:51] I'm on a computer here, but this is something you could do on a tablet
or, or otherwise, and you might grab an image at that part, and then even
take a, take a quick pen, mark it up wherever the issue is, and then
we can go ahead and upload that, to the file as well.
[07:08] So now we've put it, we've created a hold event on those parts right during
the workflow, and we've added some extra information there so that the quality team is
able to see that.
[07:17] So here you can see we have 10 parts that are on hold and 10
parts that are being processed normally.
[07:21] So if we want to, we can actually take these parts and, and process them,
independently of the parts on hold.
[07:26] It's not actually a requirement that we, in this case, it go to shipping.
[07:30] So we can go ahead and move those.
[07:32] So it's, it's not a requirement that we keep all the parts on hold, but
of course, we may make that decision.
[07:38] So you'll notice that I put parts on hold, but I, depending on my permission,
I may not be able to take them off of hold, depending on how we,
have our, our quality management system set up.
[07:49] [opens the quality management dashboard] So going back to, and this is a tolerate on this Steelhead, homepage called quality
management.
[07:53] And, you know, we started with the general workflow out on the floor with the
folks working on parts C, but then the quality management side, this is, the team
that's actually, doing our quality management, but we can see these parts are here, put
on hold and ready for us to take action.
[08:11] Of course, like a lot of dashboards and Steelhead, we can filter by part number,
customer work order, et cetera, depending on how we're working at that time.
[08:20] So for, we have these, these Boeing parts here, and again, I don't know anything
about this order.
[08:24] I haven't seen it being entered, I don't know who processed it.
[08:27] And now I have some options.
[08:29] [shows the work parts, create NCR, and remove hold options] I can either work parts or create an NCR or remove the hold.
[08:34] So first I'm probably gonna work the parts just to gather some more information and
I can see, you know, all the inputs that we have, you know, the parts
showed up broken or, or we broke them.
[08:42] I can see the images, I, I can see work order, comments, things of that
nature.
[08:48] And then, from here I can either, remove the hold.
[08:53] So if there's, if there's nothing wrong with with the parts, I'm able to do
that alright, from the screen, or I could, do it here as well.
[08:58] [removes the hold and sends a part to shipping] So remove hold, let's say three of these parts are, are good and we wanna
put 'em back into production.
[09:04] So I could just do a hold exit.
[09:06] So we actually have some, some options here.
[09:08] A hold exit will just release them back to, the processing so that the folks
on the floor can continue working them through and release 'em to the customer.
[09:17] We can rework the parts which provide us an option, on how to reintroduce the
same work order, or create a new work order that has a separate process and
that we reintroduce back to, which I, I can show, or perhaps we might, transfer
to shipping.
[09:30] So let's say, I'll just do a couple of these.
[09:33] So let's say one of the parts was bad and, the customer, we're gonna send
'em back to the customer so we can just, remove the hold and say, ready
for shipping and we'll go ahead and save.
[09:45] And now that part is out of QMS, we're now at nine outta 20, and
that part's ready to be sent back to the customer if it's a high value
part that they wanna take back and reprocess.
[09:53] If we just wanna hold an exit, maybe I'll do that with another one part.
[09:57] We can just go ahead and click save.
[10:00] And now the plant floor, we'll be able to take that particular part and just
process it through.
[10:04] It's been released by, the quality team.
[10:07] And every step that I take is, is also, you know, you know, being tracked,
as far as who did it, what happened.
[10:16] [creates an NCR (non-conformance report)] And then also one thing we might do is after we have a part on
hold, is create an NCR.
[10:20] So, a part of the, you know, what is QMS?
[10:23] It's the, the policies, the procedures, the tools that we use to, to, to manage
our quality.
[10:29] And a part of that is the documentation.
[10:30] So in this case, we're gonna create a, a non-conformance, report.
[10:35] And we have, various input sections here.
[10:38] And this is all, configurable per your own, plants.
[10:42] This is really where creating policy comes in, where we can create a, a reason
and we can have standardized dropdown menus, to, to really, let's see.
[10:55] I'll just do scrap department, what's the production lot number?
[11:02] So whatever key information that you you wanna track to for your, quality management plan,
we can go ahead and collect this information and kind of configure how we collect
that.
[11:14] Again, attach files as well.
[11:16] [shows the NCR's configurable input sections] So I'm gonna go ahead and create an NCR there.
[11:20] Non-con performance report.
[11:21] So now that I have this, created, I have, again, those same options to, remove
the hold, rework the parts, do whatever i, I want to do.
[11:30] [emails the NCR to the customer] But I can also, email this NCR straight to the customer.
[11:35] So it might be that the customer, we, we want the customer to participate in
this process where we want them to, to comment.
[11:42] So we can say, you know, attach that, NCR file, it'll attach the file or
attach related files, whether it's, the, the work order per order, things like that.
[11:54] And then we can grab who we want to send this email to, from, from
the organization.
[11:59] And then we can go ahead and send a, a nonconformance and then just a
quick peek at that.
[12:05] [shows the customizable NCR PDF] PDF, just like all the PDFs and Steelhead, it's completely configurable.
[12:08] So, we can set this up to represent how we want our NCRs to, to
be and, and fill out all the forms that are applicable for us.
[12:15] So the idea is to not only just meet the kind of paperwork needs, but
also to actually improve our quality through following these processes and making them really easy
and tying 'em to production and giving them the information they need to, to run
that production.
[12:31] So I'll go ahead and send that, to the customer, and we can see that
we have an email sent, to that customer.
[12:38] And, you know, the customer might email back and say, you know, they're good or
reprocess them or rework.
[12:43] [reworks parts back to the same work order] So let's say we want to, go ahead and rework these parts.
[12:48] Let's just rework, three of them.
[12:52] So once we choose to rework the parts, as we mentioned kind of earlier, there's,
this is another fork in the road because we might choose to just send it
back to the same work order, which in this case is work order number, number
32 1 3, and you can see a default to that actually.
[13:05] So I'm gonna go ahead and do that with, some of these parts.
[13:07] I'll say, I'm just gonna send three of these parts back to prep and I
can change location, things like that.
[13:14] But, and I'll just say reprocess and rework category as well.
[13:20] We can, we can start filling out some, some information for some attribution, and then
we can go ahead and click save.
[13:27] So that's created a rework transfer type, so it's documented, that that happened.
[13:32] And you can see that three have been released.
[13:34] So again, full traceability on, on all of this.
[13:37] So, the remaining, five parts here, we can go ahead and remove hold, a different
way, or maybe I'll just do it with, with one part.
[13:45] [reworks remaining parts into a new work order] And we can do rework here.
[13:48] And then we can either grab an existing work order if we create a, a
different work order, or we can create a new work order and it defaults to
populate it with the same work order number dash rework.
[13:59] And this is the, the name, the work order numbers are actually serialized in the
background with unique IDs, but the name in this case will still connect the regular
work order number and then the rework as well.
[14:10] The reason why we do that is when you're searching for the original work order
number, you get both that popup, right away.
[14:15] And then it's also really important to note that all of the costs incurred, so
all the job costing that happens in Steelhead, what their parts are occupying station or
incurring labor costs or the inventory.
[14:29] So the cost of reworking those parts on these kind of spur work orders, or
if it goes to the same work order twice, we're actually incurring that cost.
[14:36] Again, so we talked about earlier about the importance of, of quality when you do
have rework that you're, that you're handling, we do wanna be running up, kind of
running up a tab.
[14:48] We wanna be running up a bill. We wanna really measure the, the, how much
it's costing us to be reworking those parts.
[14:55] So we're gonna create a, a new work order.
[14:57] We can of course add in our, our labels, whatever we need to, and, add
notes.
[15:04] And let's see here.
[15:08] So it's rework, work order type.
[15:10] So we can either use the current recipe that we have on that existing work
order, it's my simplistic one, or we can select a new process.
[15:17] [selects a new process for the rework work order] So if we have a, separate, let see if we have a rework Order here
or a strip.
[15:28] All right, I'll just grab a random, random process here, and then we'll just go
ahead and save and configure that.
[15:34] So I might be grabbing like a strip process or whatever it may be, or
maybe it's all my reworks and I'm, I can either do, include or exclude.
[15:41] So super, super flexible.
[15:42] So I can say, I actually want to just do, I want grind these parts
and then, you know, rack them and that's it.
[15:49] And then after that's done, I want to, have these parts go back to the
original work order for reprocessing.
[15:54] So I can go ahead and click save or I might have different processes for
each work type and, you know, so you just select the whole process or specific
nodes.
[16:03] And then we're gonna go ahead and, release us to, to that new work order.
[16:10] And you can see again, that one's tracked as well.
[16:14] So, perhaps we can jump back to this, work order real quick and show what
that looks like.
[16:23] Just to kind of dive into the details on kinda workflow integration.
[16:28] So you can see these are all the parts that we've been kind of stepping
around.
[16:31] And you can see that these parts are still on quality hold, that we step
into shipping, but you can still ship them and invoice them.
[16:37] But this is really designed for when we want the part numbers to show up
on the shipping and invoicing documentation with the fact that they had a quality issue
versus just reworking internally.
[16:47] And then the parts, the customers just got, the parts chooses back.
[16:50] So, there's a lot going on here, but we're, we're really flexing this, this tool
to do everything that, that it can, in this, in this masterclass here.
[16:58] But if I go back to the received order, we can see I have my
original work order, but I also have my rework work order that I created, on
the fly.
[17:05] [opens the rework work order and processes the parts] And if I go into this rework, we can start processing these parts and you
can see the very simple steps that we have in this particular case.
[17:13] And again, this would be fully integrated to all the work boards, all the stations,
all the, the transfers.
[17:17] So all of that configuration we've done in our Steelhead domain and how work flows
through our plants.
[17:22] When we take apart and rework it, whether it's through the same work order or
the same recipe, or into a new recipe, or a new process, it's still writing
on the same, infrastructure as, as the rest of the parts.
[17:33] So it'll flow through, production, relatively easily and transparently.
[17:37] [finishes the rework step] So let's say I'm doing the, this trip process and I finish, let's see, I
have a question here, And I finished doing my work on this one.
[17:48] So you can see in this very brief demonstration process, it, it actually says finish
rework at the end.
[17:54] So I can't complete the parts, I can't ship the parts, I can only finish
the rework.
[17:58] And from there I can go ahead and it's a rework done transfer type.
[18:02] So again, it's all about just very deep traceability of who did what, what happened.
[18:07] And again, you saw the, the labor timers going there, incurring all the costs that,
that we want to be tracking.
[18:14] So now it's actually gonna send it back to that kind of mother work order
that we started on, by default.
[18:19] And we can send it back to prep or process or cure.
[18:23] In this case, we're just gonna send it back, back to process.
[18:26] [moves the parts back to the original work order] We go ahead and click move.
[18:27] And now this work order is complete.
[18:30] And, but it's important to note that when we're looking at our, our margins on
this particular, purchase order, this, the costs from this rework order are, are being incurred
without the price being double accounted.
[18:44] So in this case, we add another $4 74 cents of cost, and without adding
any more revenue from that.
[18:50] So we talked about some of the economic, impact of, of, doing rework.
[18:56] We, we definitely wanna capture that while it's transparent to the workflow, out on the
floor.
[19:02] So back to the, the, the work order.
[19:04] You can see we have the three, control rod parts, over at prep.
[19:08] And then if I scroll down to the, and then they can be processed, obviously
normally.
[19:12] [opens all part transfers to show full traceability] And then if I go to all part transfers, you know, we can see full,
traceability of everything that happened, reworked on rework, you know, what, what, where to come
from, where to go to from work order to work order, who did it when,
et cetera.
[19:27] So a really deep, granularity as far as what happened to those parts as they
deviate from the normal production process.
[19:36] And then also keeping everything streamlined and easy.
[19:38] And the interface is identical to what people are used to using.
[19:41] So that way it's not, okay, well you process parts on one way, but okay,
since that's where reworking I'll have to use this very kinda arduous and unique process
to process those parts.
[19:50] It's the same screen, it's the same training, it's the same everything.
[19:53] So for the folks out on the floor, you'll be, transparent to them.
[20:00] So, jumping back into, quality management, we kind of covered what happens to a normal
workflow.
[20:06] Detecting a problem, documenting the problem, putting parts on hold, bringing it to the attention
of the quality management team, and then the quality management team taking care of those
parts, whether they're shipping 'em back to the customer.
[20:17] We also didn't show, I guess, scrap.
[20:20] So let's say this customer calls and says, Hey, I, I, we were holding those
and moving 'em to shipping.
[20:26] [exits parts per the customer's instruction to scrap them] We just want to go ahead and exit those parts, you know, customer said to
toss them.
[20:37] So in this case, we'll, we'll document the fact that the customer told us that
toss those parts out, they drop off the screen, they drop off the work order.
[20:46] They don't, don't show up in shipping, they don't show up in, in invoicing, and
they're not gonna show up on anyone's screen, but they, we have that traceability, for
all time that that is what happened.
[20:57] So I guess getting back into the QMS side and the quality management dashboard, with
the NCRs, we had created the NCR, and of course we can take all of
these actions back into the workflow that we had discussed, but we can go ahead
and edit that NCR, we can create a corrective action or send it to the
customer.
[21:13] We've already shown that we can send that to the customer, but after we send
it to the customer, we might, choose to, create a corrective action report.
[21:20] So this is another important document in the quality management, portfolio.
[21:26] And, you know, this is about fixing things so that they don't happen again, right?
[21:31] Instead of just saying, Hey, we had a quality issue because we, the oven temperature
is too high.
[21:36] And then just doing that a hundred times over, we're actually going to take corrective
action to make sure it doesn't happen.
[21:41] And much like, the NCR form, we have the ability to build out completely custom,
workflows here.
[21:48] So again, this is tailored to your specific quality policy that your quality management team
generates for your business.
[21:54] We, we, we, we work with you to build this out to match your exact,
data capture needs.
[21:59] So in this case, we'll say it's a processing error, investigation.
[22:03] You know, who, who was it, initial response date, et cetera.
[22:07] And a lot of this documentation is actually required by regulation for from ISO and
other, regulatory accreditations.
[22:15] And we'll say balding wording problem root cause.
[22:19] You can type this all out, corrective action input section.
[22:27] We, we may have codes, which is gonna be really important for kind of bucketing
and bidding.
[22:31] So not only do we wanna track cost of quality, but we wanna track, we
wanna do attribution as granular as we can without driving too much effort where we're
seeing where are these quality issues coming from and what's, what's driving that, that cost,
whether it's down to an operator.
[22:46] I, I guess that's the other thing I I haven't touched on yet, and this
is probably a good point to, to make a few comments on it.
[22:54] With quality in manufacturing, like, yes, we want to have high quality to keep our
price down, and yes, we need to create documentation to document things.
[23:02] And we want, don't wanna lose parts.
[23:03] We want intuitive workflows.
[23:05] We wanna communicate to our customers, establish trust, but we also want to improve our
quality.
[23:10] And the more information we have to improve our quality, that's actionable information for our
quality manager.
[23:15] 'cause our quality manager just knows that we have quality issues, but I don't know
what, then it's very difficult to go start training operators or invest in new equipment
or maybe get a new chemical supplier.
[23:26] So by having that backwards traceability, you, we can track what, what stations, what equipments
generating quality issues, what operators, what shift, things of that nature.
[23:37] So it's, it's really about, an intuitive workflow so that you have an effective quality
management system in the first place without being burdensome and, and high effort for the
team to use.
[23:46] But then having the ability and the insights to go back and dig through that
data and make decisions, to, to correct it going forward.
[23:53] And corrective action reports are, are a part of this.
[23:58] So I'll just grab a person and I'll leave the rest blank just so I'm
not typing here.
[24:03] And I'll go ahead and click save.
[24:06] [creates a corrective action report (CAR)] So now we have a, a corrective action report, created.
[24:09] So I can either, edit that CAR or close that CARI can also see all,
all quality holds that we have.
[24:16] And this is essentially a dashboard.
[24:18] All of the parts that are, on hold.
[24:21] Like for example, I wanna see all, ca I can see all the, open ca
or closed C So there's a pretty intuitive workflow here for our, our, our quality
management team.
[24:37] [closes the CAR investigation] And as we're working through the CAR, we're completely our investigation, attaching files, taking pictures,
documenting, whatever it may be.
[24:44] We can go ahead and, and close that investigation and also close the, CAR.
[24:50] So again, meeting our regulatory, requirements, but also setting up tools, for, our team to,
to actually fix our quality without, too much effort or burden.
[25:01] And then of course, in the, closed RMAs, you, or let's see, where was IC
rather the closed cr, we'll see the, the CR that we just created, but it's
the same for RMAs and, and, and crs.
[25:15] And I'll, I'll jump into to RMAs shortly here as well.
[25:19] Quality hold, active resolved and filtering as well.
[25:24] [uses global search to filter quality data by customer] So just like we like to find parts really quickly in Steelhead using things like
our global search, we want to dig through all of our quality data really quickly
and understand what's going on.
[25:33] So if we wanna go look for a certain customer, we can, you know, apply
that search filter and go through our, our quality data and go find, you know,
all quality holds that we either have active or resolve for that customer.
[25:47] And of course, everything's hyperlinked, back to work orders, transfers, stations, comments, et cetera.
[25:57] So I'm gonna jump back to the quality management dashboard.
[26:02] And our, you can see our CAR number 17 is now gone 'cause it's been
closed.
[26:05] So these are our open, c So there are instances where we send parts and,
and this is kinda the most regrettable one.
[26:14] This is the one that not only costs US dollars, but also costs us reputation.
[26:18] And, and unfortunately does, you know, bring into concern the safety issue, right?
[26:22] If, you know, at that Boeing store with the door flew off, right?
[26:25] Of course there was an OEM issue, but still that's a, that's a release outside
of the factory.
[26:29] And in those instances, we, we do wanna document, we wanna facilitate that workflow.
[26:33] [creates an RMA] So if I'm doing an RMA, I can go ahead and say I want to
add parts to be return.
[26:38] So I can start by, grabbing a customer.
[26:44] And you can see it starts to filter down all, part numbers that we've sent.
[26:49] So I can, I can go a step further and go by received order and
that'll shorten the list down by work order, down by part number.
[26:56] And eventually I'll narrow it down to a line item, say like, okay, I've isolated,
these are the parts that you sent that we sent to you last February that
you found issue with, and we are going to issue an RMA here, but we're
just going to do it for, you know, three out of those 10 parts that
were there.
[27:10] Return reason, I don't think people really type our fault, but, we'll go ahead and
admit fault here.
[27:17] And we can go ahead and say it was a, finishing, a finishing de factive
there.
[27:26] We can attach files as well.
[27:27] So if they sent an email, they sent a PDF, anything that we want to
document that create that paper trail, we just click and drag right off our, our
computer or take photos and populate that information as well.
[27:39] And, and of course, this, this section here is configurable, so we can add as
many inputs as we want in a variety of ways.
[27:47] So I go ahead and click save here.
[27:49] So I've now created this, this RMA and status is that it's awaiting return, of
course, we can edit that RMA, we can set it to the customer or we
can, close that RMA, or rework or put the parts on hold.
[28:01] But typically we're gonna start by sending that to the customer.
[28:05] [emails the RMA to the customer] So your typical email interface, leave a message, look at our PDF, include emails, add
extra emails, send that email to the customer, if they require that at RMA.
[28:16] And then again, if we, want to rework or, or put these parts on hold,
we can go ahead and rework these parts.
[28:23] So This, this part is, we actually have an outstanding RMA here.
[28:27] So we can either come into when the parts do return, so this part number
3 4, 3 4 rotor, we can either introduce a hold entrance here and, and
enter the parts back in a workflow or, so, a hold entrance will actually reduce
them, introduce it back to the original work order.
[28:44] Chances are that work order's done and closed, if the parts are coming back from
the customer, which case we'd kick it over to a rework, in which case we
can, create new work orders or grab processes and do the node selection, that whole
thing that we've already, covered there.
[28:57] But I do wanna take a step back out and cover what's a more likely
workflow instead of coming.
[29:02] 'cause you don't receive parts through QMS, you receive them through, receiving.
[29:06] So I just remember that part number 3, 4, 3 4 rotor.
[29:11] [receives customer parts and triggers an open-RMA warning] And I go back to our Steelhead dashboard and we look at our, our receiving,
and this is where we're gonna be receiving either, you know, purchase order items or,
parts.
[29:21] So in this case, I'm gonna go ahead and receive a customer parts.
[29:24] And so if I'm just running the shipping dock, I don't know that these are
RA parts, but I do 3 4, 3 4 Rotor, You'll see that I get
a notification.
[29:39] Part 3, 4, 3 4 rotor has an open RMA.
[29:42] Make sure to contact a quality manager to ensure that these parts are not associated
with RMA 17.
[29:48] So, right here we can, we can either save this with warnings or we can
jump right back over to that screen and we can remediate that through the, the,
the QMS dashboard and reintroduce that back into the workflow, per the, per the instructions
of the, of the quality management team.
[30:07] So, that's, that's really the, the high level.
[30:12] I think we can, we can jump over to questions for the last, 10 or
so minutes here.
[30:18] But just in summary, I think everyone really understands the, the value of quality and
the importance of quality.
[30:26] And from a technology provider standpoint on our side, just, you know, our philosophy is
to do what it takes to make your business successful and do what it takes
to make your business more money at the end of the day.
[30:38] And how we do that in the QMS space is by having a tool that
not only meets the needs of your QMS processes and, and tools to actually improve
that quality and implement a good robust, portfolio of solutions, but also to integrate it
very deeply and intuitively into the other Steelhead tools you use today, such as workflow
management, operator instruction, job costing, receiving, email interaction to customers.
[31:05] So that's, that's really what I hoped, to cover today on this, on the demonstration
was going into detail on not only the functionality of the the QMS itself, but
the level of integration.
[31:16] And the last comment on that, the reason why we value integration so heavily is
if you have one software for receiving, one software for workflow, one software for, QMS,
another for inventory, the amount of friction between each tool or each point solution is
extremely high.
[31:34] And, that's why we've, you know, chosen to invest so heavily in, in the QMS
space because we've, we found, I mean, you saw every time I jumped from QMS
to production are technically different tools, but you see all the blue hyperlinks of part
numbers and work orders and the interconnectivity is very, very high.
[31:51] So that creates a data rich environment where the QMS team can actually, where the
quality team can do their job with the right data from production, but also it
facilitates super, super efficient workflows that are intuitive for everyone to use, which encourages high
adoption of the tool, higher integrity of the data, lower cost of operating your system,
lower overhead for your plant.
[32:11] So that's, that's really what we're, what we're trying to do.
[32:13] Of course, we can't actually increase your quality, through software, right?
[32:18] The, the software has your, your quality has to be improved, directly through, you know,
the intelligence and the efforts of your team and, and, the training and, and the
folks out on the floor coming to work and caring every day.
[32:29] But what we can do is, is kind of, help you, help you get outta
your own way and provide tools that are, that are, are efficient to use, that
allow you to, to do your job.
[32:38] So that's really what we're, what we're trying to do with, with QMS.
[32:46] All right. So we have a few questions.
[32:48] I'll start at the top.
[32:54] Traceability, when we're splitting up an order.
[32:57] How are you maintaining traceability when you split the order up?
[33:00] Is there a new tag made to account to the one piece that was, that
was separated?
[33:05] So that's a, a great question.
[33:08] When we split up the order, what happens for traceability?
[33:14] [opens the work order to show traceability after splitting parts] If I jump into that work order there, You can see that we have parts
split.
[33:22] But as far as traceability, we can trace, we can traceability as as granular as
we want, frankly.
[33:29] The most extreme example is serializing every single part.
[33:32] So if we have 10 parts or a hundred parts, we can serialize each part
number, and in that case it's like it's own identity.
[33:38] Each part is, and it, and you can move them obviously in a blob, so
that's efficient to move them.
[33:43] But if you take one serial number and rework that or process that differently, we'll
have that traceability that that one specific serial number, was processed separately.
[33:51] It's very common in, in the finishing space not to track every single, VIN number,
in which case we're tracking lot numbers or group numbers or, or work order numbers
or things like that.
[34:02] But we do, we, we can absolutely track, you know, what parts went through what
node and, and kind of look backwards on that even after you separated the parts.
[34:14] Jan Carlo, if I understood correctly, the, the rework work order, rework order number is
the previous work order number dash rework, essentially creating a new work order?
[34:24] That's correct. y Carlo in that particular instance, that's just the name of the, of
the rework order.
[34:31] You can change it to, to whatever you want, but the default is that we
grab the work order name of the original work order and then do dash rework
at the end of it so that, again, so it, it, it's gonna be on
the same, PO or ro.
[34:44] So you'll, it'll be grouped automatically in the link automatically, but just when you go
to search, like in global search or something like that, you can very clearly, tell
what's what's related there.
[34:55] But again, that separate work order, we, we don't have to create a separate work
order, but if we do, we want, it will have its own, background ID in
the Steelhead platform.
[35:03] And then the name is, is is kind of just what you see in the
front.
[35:10] So, Charles, with the question, when emailing an NCR to the customer, are they able
to provide feedback, approve an exception, et cetera, directly in Steelhead, or would it be
a manual action to copy paste their response from, email into Steelhead?
[35:22] So great question, Charles.
[35:24] So today in Steelhead, you can email customers out of Steelhead using either our email,
I think it's updates@gotosteelhead.com or something like that, or you can actually use, sm tp,
I believe it's called, where your email, soCharles@abc.com.
[35:44] Your emails can come from that email and either case, whether you're using our updates
up to entire system.
[35:55] When they respond that email, we'll go back, we would go back to your email
because that's your email that you logged into Steelhead on.
[36:00] So, we would, so today the, the response is not, we don't have two-way inbox
back into Steelhead, so that's why we allow the, attached attached file there.
[36:09] But that's, an interesting idea.
[36:10] But today it's, it is, a one way.
[36:14] So Eric, when I search a part number in the global search, will I be
able to see any associated NCRs CRS associated with that part number?
[36:22] Great question, Eric.
[36:23] So if we go to, let's see, what's our part number?
[36:26] [opens the part number page to show linked NCRs and quality holds] It was control rods. If I just click on this part number here, I'm now
on the part number page.
[36:31] And I can now see, you know, all of the related processes, information files, and
then we should have our NCRs quality holds all available right here as well.
[36:42] So we can jump straight over and say our, our quality holds that have that,
and it'll jump over to this menu are pre-filtered.
[36:48] And, and again, we just find that right through the, search as well.
[36:56] I dunno if we added these links here.
[37:00] Yeah, so we don't, we don't have 'em added exactly right here.
[37:03] So we're gonna have to ask you for another click, to get to this, this
screen here until we get it added to that.
[37:08] It's kind of dropped down links, but absolutely, you can find it in just a,
a click there.
[37:17] Is there a follow up, slash effectiveness section within the CAR format?
[37:23] That is a good question.
[37:24] I think we can add in, sections as we, We are gonna have to follow
up on that one.
[37:35] Lemme go check.
[37:39] This is on the CIR format, Follow Up effectiveness, directive action input.
[37:51] I'm not sure if we can add an extra section here.
[37:55] I will have to follow up on that question.
[37:58] Eric, we, we'll, we'll get an answer back to you, on that, particular one, but
I believe you should be able to add in, add in a section there, but
I think we have about five right now.
[38:08] Marino, are there any insights reporting tools planned or in place for, QMS?
[38:14] A fantastic question, Marino.
[38:16] As, as many of you, may know that are, are following Steelhead product updates, we
have actually two engineers working on a tool we're really excited about, called, insights, which
are native reports that have a very high degree of functionality and, and very fast
they load quickly.
[38:31] So for example, like invoicing, I wanna see, revenue per customer, all time or deliveries,
which has some ISO related, things as well, like on time delivery and really providing
us, we don't have it in production yet, it's, but you can drill down.
[38:50] Let's see if this one's all time.
[38:53] Okay, yeah, we're waiting on a couple of releases here.
[38:55] I I know we've, we have 'em in QA right now, but, to answer your
question, Marino, absolutely, insights, we're, we're, we're on track to, I think we're planning for
at least 15 more reports, by the end of this quarter.
[39:08] And, quality is gonna be a huge part of that.
[39:11] We want to be able to really quickly track quality per, per station, by, or,
or, you know, by customer, cost quality, things like that.
[39:21] So, there, it's a, it's a very good fit and as you can tell, the,
the QMS and the workflow are highly, native and, and integrated.
[39:28] So that's, that's really a prime candidate for insight report.
[39:31] So, if you have any specific suggestions, we're obvious, always welcome to to hear those,
but the short answer is yes.
[39:38] Insights and QMS are, are going to be a really, really high value, synergy between
those two tools.
[39:51] Jose, Ken, floor personnel create NCR as a tool tool only for, QMS, or designee.
[39:58] So that's, that's a great question.
[40:00] So there's pretty detailed user permissions.
[40:07] So if I dive into permissions for a customer, I, I can track which type
of, transfers they're able to do, so I can allow them to put parts on
hold.
[40:18] Like, for example, transferring.
[40:19] We don't want people to scrap parts or rework the parts or transfer them without,
permission.
[40:24] So we, we can allow them to, do things like transfer parts or put parts
on hold.
[40:30] But then QMS would be a, a separate permission.
[40:33] So if we elect to for that particular user, we can block them from, doing
any of the features that are in, in the QMS platform and just keep it
at a very simple, they put it on hold and, and kind of put their
hand up and wait for the QAs team to come, or the quality team to
come and address that.
[40:49] So it's, it's kind of, as, as as designed for your, for your plan.
[40:56] George, is asking if you have a batch of 20 and 10 are reworked, how
many, SN numbers, how will SN numbers be tracked, when split?
[41:08] So I believe that's serial numbers.
[41:11] [creates a new order to demonstrate serialization] So, George, I'm gonna go ahead and create an order here and demonstrate that really
quickly.
[41:18] Oops, let's do our same customer Going and we'll say this is a, an ad
cap job, so you can do part customer inputs here and just show off a
tool along the way and it'll actually, oh, lemme add parts, Control From, So I'll
add in four parts here, So the questions around serialization and, and traceability.
[41:48] And I'll just have 'em go straight to prep.
[41:50] So I've just created my, my order there, and you'll see that this label got
added, automatically.
[41:56] That's because we had a custom input there.
[41:58] So just a quick plug on labels.
[42:00] We can create labels automatically based on various rules looking at a lot of different
data, but in this case, we're, we're looking at serialization, which I, in hindsight, we
could have serialized as we were, creating those parts there.
[42:12] [groups and serializes parts for tracking] But in this case, I'm gonna go ahead and group for serialize.
[42:15] So I'm gonna choose to serialize and I'm gonna add, some outputs here.
[42:23] Well, I guess we don't wanna serialize ourselves.
[42:25] So let's say we're using a customer's serial number, that's one another, that's another.
[42:35] And then maybe only two are serialized for some strange reason.
[42:40] You can just go ahead and click save.
[42:41] And you can see that we have these parts where we only had two total.
[42:46] You can see that the parts are now, are now, split here, by serial number.
[42:52] So if I move one part, it's gonna be independent of the next part.
[42:55] So in your, in your case, if we had a batch of 20 and 10
are reworked, how the, the serial numbers be tracked, you can see that the numbers
are actually kind of quarantined off and segregated by that serial number, through the part
transfer as I'm showing here.
[43:08] And it's the part transfers are really the backbone of the, of the QMS system.
[43:11] So if you transfer parts through QMS as well, we'll still be tracking it, the
same way.
[43:16] So here you have the serialization number, there.
[43:18] So it's a, once you serialize down the part number, it's, it's a pretty hard,
that's as granular as you can get, and that's a pretty hard, definition and that
really segregates a part.
[43:27] But if you say have a hundred parts and they're kind of a blob of
parts, you know, we kind of Steelhead reacts to the level of specificity that the
customer or desires.
[43:35] So if you want to just process parts as a blob of a thousand parts,
it, it's, it's, it, it works well for that.
[43:40] But if you wanna drive it down to each part number being specifically tracked, for
firearms or something like that, we're able to do that as well.
[43:49] Alright, so that's what we have for, questions today.
[43:52] We are at the 45 minute mark and I do wanna respect everyone's, time here.
[43:56] I dunno if you were eating lunch during this, but, appreciate the, all of the,
all the questions and the participation.
[44:03] We got a, a great crowd here.
[44:04] And, please do continue to keep the, the feedback coming.
[44:08] If you're a Steelhead customer using it and if you're considering the tool, feel free
to reach out with questions and we're, we're always, very excited to continue working with
all of our industry partners and, we'll all keep, upwards and onwards.
[44:20] Thanks everyone. Have a great day. Bye.
in, in the period of time that we have, QMS, our quality management system and
cover the concepts and, but then also get into, Steelhead and how it actually works,
in Steelhead, how it's integrated with the rest of the rest of the platform.
[00:20] So real quickly on the agenda, what is QMS?
[00:23] Just the high level basics. Why is QMS important?
[00:26] Why do we care about it? Why do we use it?
[00:28] You know, just to be quite frank, I mean, there's people that use Steelhead that
don't use QMS even though they, they have it, right?
[00:32] So, it's, it really is a, a leadership decision that, you know, it's important for
our, our company and we need to need to use it.
[00:39] So that's what we'd like to cover today is, is get into some of the
nuts and bolts of why it's important, how it works, and, and, and, and, and
get into a specific demo so we can walk away with an understanding of, of
how to use it.
[00:52] And then also covering typical, workflows.
[00:54] Obviously this is all centered around, the metal finishing space.
[00:58] So, processing parts, other, other customers parts, and, and the coating environment.
[01:03] And then we'll go through a demonstration, which will be probably the lion's share, of
the time.
[01:06] And then we'll leave time for discussion and questions at the end.
[01:11] So, very briefly, what is QMS?
[01:13] It's essentially policies, procedures, processes and tools that, to, to meet the quality requirements for
the customer or the standards is essentially, a suite of, yeah, systems, processes and tools
that you use to ensure that you have quality.
[01:27] Basically, quality doesn't have happen on accident.
[01:29] It takes a lot of proactive energy, time, effort from people, from tools like software,
physical, physical equipment, you know, document control suppliers, trainers.
[01:41] It's, it's really the, the entire, puzzle coming together in one, kind of orchestra to
create, high quality parts.
[01:49] And again, the biggest thing is that just does not happen, on, on purpose.
[01:53] And it takes energy and effort and you have to have systems in place and
you need to drive essentially, compliance with those systems.
[01:59] It's not really a space for kind of creativity and, and making things up on
the fly.
[02:03] It's, it's a, a space where discipline and, and rigor and systems and controls really
wins the day.
[02:09] So that's what we'll, we'll get into.
[02:12] Typical workflows.
[02:14] Or, sorry, what, I must be missing a slide here.
[02:19] Sorry. Gimme one minute. Okay.
[02:23] And apologies.
[02:25] I'm not sure what happened to one of my slides.
[02:26] I have a slide on, I dunno why QMS is important here.
[02:32] I'll just co cover it verbally, but, obviously if you have poor quality, a lot
of things go sideways, your reputation, begins to suffer.
[02:41] Morale at the team could suffer, but it'll hit you in the, in the bottom
line really quickly as well.
[02:45] If you consider, you know, if you're 20% margin shop and you process a part
and you have to process it twice, you've not only had to spend, you know,
let's say it was a hundred dollars, which is what you had to spend to
earn that 20, you now had to spend 200 to earn that 20.
[03:00] So you're in the hole by a hundred dollars, and then you need to run
another five parts just to catch up.
[03:06] So you had to run it twice and start with plus another five.
[03:09] So plus all that opportunity cost, so it adds up really, really quickly.
[03:12] Rework is obviously your customers don't pay you to rework and fix your own mistakes.
[03:17] So, the cost of, of rework can, can swell really, really quickly and, and, really
drive, drive down the bottom line.
[03:25] Also, you know, reputation, brand, customer loyalty, and then a lot of, a lot of
our customers work in oil and gas or in aerospace and, you know, commercial incentives
and making money aside.
[03:37] A lot of these parts are really critical for safety to the end user.
[03:40] We all saw, Boeing, in the news a couple times, recently, and it's, it, they're
not good headlines.
[03:46] And a lot of that's around quality, where parts are making out the wild and
people's, you know, frankly, the lives are, are endangered, or, or the environment or, or
other kind of not great, failure mode.
[03:58] So, it does extend beyond the commercial, but, there is also a pretty heavy commercial
impact, with, with poor quality.
[04:08] [jumps to the Steelhead platform] So I'll just jump straight into, the Steelhead platform here.
[04:14] And just a 32nd introduction for those who've who've never seen Steelhead.
[04:17] It's a cloud-based operating system for, the finishing space, specifically job shops.
[04:24] So what Steelheads really set up for is, is shops that take in customers parts,
process those parts and give them back to the customer.
[04:30] So the rework workflows that we can see, it, it, it might be as simple
as I'm processing the parts and whether it's a paint or a coating process and
they come out and they're not thick enough, so I just put 'em back at
the beginning of the process and run them again or put 'em through the process
again.
[04:44] That's like probably the simplest, form of, of rework.
[04:47] We might have to take 'em to an external, work order where we have to
strip the parts or blast parts and then reintroduce 'em back into the workflow.
[04:55] Again, still might be internal, never escaped our four walls.
[04:58] But then we also might have an escape where we process the parts, send it
to the customer, and customer attacks, it sends it back to us.
[05:03] And then I guess we could either strip the parts or read process the parts,
a number of different workflows there.
[05:09] So, we need to be robust to all of that functionally, like it has to
be intuitive and useful for everyone to use.
[05:14] And we, we want to stay true to remaining fully digital.
[05:18] And then also we wanna be, be sure we're tracking costs at cost of quality
is, is super important.
[05:23] [opens a basic four-step order for the demo] So, just gonna jump into a very basic, order that I've created.
[05:28] It's, it's a, just for this demo here, and basically it's four steps.
[05:32] We're gonna prep the parts, we're gonna process parts, we're gonna cure them, and then
we're going to inspect them.
[05:36] So, we'll just represent normal production here.
[05:39] We're stepping through and obviously operator, instructions, spec collections, a lot of things are gonna
be happening here, but this is a highly simplified demo just to, to, cover what
would happen, with, with the QMA side.
[05:53] So let's say we process parts all the way through, and then we end up
in, in spec.
[05:57] So I'm a, a quality manager.
[05:59] I, I, I am, I'm inspecting and I find something wrong with the parts.
[06:03] [works parts to inspect and identify a quality issue] So I can go ahead and, work these parts here.
[06:06] And let's say outta these 20 parts, I, I determine that 10 I need to
go on quality hold, for, for some reason.
[06:12] [puts 10 parts on quality hold] So I can just say, all right, 10 of those parts, I need to put
those on quality hold.
[06:15] That's typically where we kind of detect quality is somewhere out in the floor in
process inspection or, or something, somewhere else, like an inspection node.
[06:24] So we can put in a description here.
[06:34] [adds a custom description and inputs to the hold] And we can also form, formulate, inputs as well.
[06:39] And this is custom. We can ask as many questions as you want, want, and,
you know, kind of format how we, what kind of data we wanna collect there.
[06:48] [uploads and marks up an image of the defect] Also, what we might do out on the plant floor is, is grab an image.
[06:51] I'm on a computer here, but this is something you could do on a tablet
or, or otherwise, and you might grab an image at that part, and then even
take a, take a quick pen, mark it up wherever the issue is, and then
we can go ahead and upload that, to the file as well.
[07:08] So now we've put it, we've created a hold event on those parts right during
the workflow, and we've added some extra information there so that the quality team is
able to see that.
[07:17] So here you can see we have 10 parts that are on hold and 10
parts that are being processed normally.
[07:21] So if we want to, we can actually take these parts and, and process them,
independently of the parts on hold.
[07:26] It's not actually a requirement that we, in this case, it go to shipping.
[07:30] So we can go ahead and move those.
[07:32] So it's, it's not a requirement that we keep all the parts on hold, but
of course, we may make that decision.
[07:38] So you'll notice that I put parts on hold, but I, depending on my permission,
I may not be able to take them off of hold, depending on how we,
have our, our quality management system set up.
[07:49] [opens the quality management dashboard] So going back to, and this is a tolerate on this Steelhead, homepage called quality
management.
[07:53] And, you know, we started with the general workflow out on the floor with the
folks working on parts C, but then the quality management side, this is, the team
that's actually, doing our quality management, but we can see these parts are here, put
on hold and ready for us to take action.
[08:11] Of course, like a lot of dashboards and Steelhead, we can filter by part number,
customer work order, et cetera, depending on how we're working at that time.
[08:20] So for, we have these, these Boeing parts here, and again, I don't know anything
about this order.
[08:24] I haven't seen it being entered, I don't know who processed it.
[08:27] And now I have some options.
[08:29] [shows the work parts, create NCR, and remove hold options] I can either work parts or create an NCR or remove the hold.
[08:34] So first I'm probably gonna work the parts just to gather some more information and
I can see, you know, all the inputs that we have, you know, the parts
showed up broken or, or we broke them.
[08:42] I can see the images, I, I can see work order, comments, things of that
nature.
[08:48] And then, from here I can either, remove the hold.
[08:53] So if there's, if there's nothing wrong with with the parts, I'm able to do
that alright, from the screen, or I could, do it here as well.
[08:58] [removes the hold and sends a part to shipping] So remove hold, let's say three of these parts are, are good and we wanna
put 'em back into production.
[09:04] So I could just do a hold exit.
[09:06] So we actually have some, some options here.
[09:08] A hold exit will just release them back to, the processing so that the folks
on the floor can continue working them through and release 'em to the customer.
[09:17] We can rework the parts which provide us an option, on how to reintroduce the
same work order, or create a new work order that has a separate process and
that we reintroduce back to, which I, I can show, or perhaps we might, transfer
to shipping.
[09:30] So let's say, I'll just do a couple of these.
[09:33] So let's say one of the parts was bad and, the customer, we're gonna send
'em back to the customer so we can just, remove the hold and say, ready
for shipping and we'll go ahead and save.
[09:45] And now that part is out of QMS, we're now at nine outta 20, and
that part's ready to be sent back to the customer if it's a high value
part that they wanna take back and reprocess.
[09:53] If we just wanna hold an exit, maybe I'll do that with another one part.
[09:57] We can just go ahead and click save.
[10:00] And now the plant floor, we'll be able to take that particular part and just
process it through.
[10:04] It's been released by, the quality team.
[10:07] And every step that I take is, is also, you know, you know, being tracked,
as far as who did it, what happened.
[10:16] [creates an NCR (non-conformance report)] And then also one thing we might do is after we have a part on
hold, is create an NCR.
[10:20] So, a part of the, you know, what is QMS?
[10:23] It's the, the policies, the procedures, the tools that we use to, to, to manage
our quality.
[10:29] And a part of that is the documentation.
[10:30] So in this case, we're gonna create a, a non-conformance, report.
[10:35] And we have, various input sections here.
[10:38] And this is all, configurable per your own, plants.
[10:42] This is really where creating policy comes in, where we can create a, a reason
and we can have standardized dropdown menus, to, to really, let's see.
[10:55] I'll just do scrap department, what's the production lot number?
[11:02] So whatever key information that you you wanna track to for your, quality management plan,
we can go ahead and collect this information and kind of configure how we collect
that.
[11:14] Again, attach files as well.
[11:16] [shows the NCR's configurable input sections] So I'm gonna go ahead and create an NCR there.
[11:20] Non-con performance report.
[11:21] So now that I have this, created, I have, again, those same options to, remove
the hold, rework the parts, do whatever i, I want to do.
[11:30] [emails the NCR to the customer] But I can also, email this NCR straight to the customer.
[11:35] So it might be that the customer, we, we want the customer to participate in
this process where we want them to, to comment.
[11:42] So we can say, you know, attach that, NCR file, it'll attach the file or
attach related files, whether it's, the, the work order per order, things like that.
[11:54] And then we can grab who we want to send this email to, from, from
the organization.
[11:59] And then we can go ahead and send a, a nonconformance and then just a
quick peek at that.
[12:05] [shows the customizable NCR PDF] PDF, just like all the PDFs and Steelhead, it's completely configurable.
[12:08] So, we can set this up to represent how we want our NCRs to, to
be and, and fill out all the forms that are applicable for us.
[12:15] So the idea is to not only just meet the kind of paperwork needs, but
also to actually improve our quality through following these processes and making them really easy
and tying 'em to production and giving them the information they need to, to run
that production.
[12:31] So I'll go ahead and send that, to the customer, and we can see that
we have an email sent, to that customer.
[12:38] And, you know, the customer might email back and say, you know, they're good or
reprocess them or rework.
[12:43] [reworks parts back to the same work order] So let's say we want to, go ahead and rework these parts.
[12:48] Let's just rework, three of them.
[12:52] So once we choose to rework the parts, as we mentioned kind of earlier, there's,
this is another fork in the road because we might choose to just send it
back to the same work order, which in this case is work order number, number
32 1 3, and you can see a default to that actually.
[13:05] So I'm gonna go ahead and do that with, some of these parts.
[13:07] I'll say, I'm just gonna send three of these parts back to prep and I
can change location, things like that.
[13:14] But, and I'll just say reprocess and rework category as well.
[13:20] We can, we can start filling out some, some information for some attribution, and then
we can go ahead and click save.
[13:27] So that's created a rework transfer type, so it's documented, that that happened.
[13:32] And you can see that three have been released.
[13:34] So again, full traceability on, on all of this.
[13:37] So, the remaining, five parts here, we can go ahead and remove hold, a different
way, or maybe I'll just do it with, with one part.
[13:45] [reworks remaining parts into a new work order] And we can do rework here.
[13:48] And then we can either grab an existing work order if we create a, a
different work order, or we can create a new work order and it defaults to
populate it with the same work order number dash rework.
[13:59] And this is the, the name, the work order numbers are actually serialized in the
background with unique IDs, but the name in this case will still connect the regular
work order number and then the rework as well.
[14:10] The reason why we do that is when you're searching for the original work order
number, you get both that popup, right away.
[14:15] And then it's also really important to note that all of the costs incurred, so
all the job costing that happens in Steelhead, what their parts are occupying station or
incurring labor costs or the inventory.
[14:29] So the cost of reworking those parts on these kind of spur work orders, or
if it goes to the same work order twice, we're actually incurring that cost.
[14:36] Again, so we talked about earlier about the importance of, of quality when you do
have rework that you're, that you're handling, we do wanna be running up, kind of
running up a tab.
[14:48] We wanna be running up a bill. We wanna really measure the, the, how much
it's costing us to be reworking those parts.
[14:55] So we're gonna create a, a new work order.
[14:57] We can of course add in our, our labels, whatever we need to, and, add
notes.
[15:04] And let's see here.
[15:08] So it's rework, work order type.
[15:10] So we can either use the current recipe that we have on that existing work
order, it's my simplistic one, or we can select a new process.
[15:17] [selects a new process for the rework work order] So if we have a, separate, let see if we have a rework Order here
or a strip.
[15:28] All right, I'll just grab a random, random process here, and then we'll just go
ahead and save and configure that.
[15:34] So I might be grabbing like a strip process or whatever it may be, or
maybe it's all my reworks and I'm, I can either do, include or exclude.
[15:41] So super, super flexible.
[15:42] So I can say, I actually want to just do, I want grind these parts
and then, you know, rack them and that's it.
[15:49] And then after that's done, I want to, have these parts go back to the
original work order for reprocessing.
[15:54] So I can go ahead and click save or I might have different processes for
each work type and, you know, so you just select the whole process or specific
nodes.
[16:03] And then we're gonna go ahead and, release us to, to that new work order.
[16:10] And you can see again, that one's tracked as well.
[16:14] So, perhaps we can jump back to this, work order real quick and show what
that looks like.
[16:23] Just to kind of dive into the details on kinda workflow integration.
[16:28] So you can see these are all the parts that we've been kind of stepping
around.
[16:31] And you can see that these parts are still on quality hold, that we step
into shipping, but you can still ship them and invoice them.
[16:37] But this is really designed for when we want the part numbers to show up
on the shipping and invoicing documentation with the fact that they had a quality issue
versus just reworking internally.
[16:47] And then the parts, the customers just got, the parts chooses back.
[16:50] So, there's a lot going on here, but we're, we're really flexing this, this tool
to do everything that, that it can, in this, in this masterclass here.
[16:58] But if I go back to the received order, we can see I have my
original work order, but I also have my rework work order that I created, on
the fly.
[17:05] [opens the rework work order and processes the parts] And if I go into this rework, we can start processing these parts and you
can see the very simple steps that we have in this particular case.
[17:13] And again, this would be fully integrated to all the work boards, all the stations,
all the, the transfers.
[17:17] So all of that configuration we've done in our Steelhead domain and how work flows
through our plants.
[17:22] When we take apart and rework it, whether it's through the same work order or
the same recipe, or into a new recipe, or a new process, it's still writing
on the same, infrastructure as, as the rest of the parts.
[17:33] So it'll flow through, production, relatively easily and transparently.
[17:37] [finishes the rework step] So let's say I'm doing the, this trip process and I finish, let's see, I
have a question here, And I finished doing my work on this one.
[17:48] So you can see in this very brief demonstration process, it, it actually says finish
rework at the end.
[17:54] So I can't complete the parts, I can't ship the parts, I can only finish
the rework.
[17:58] And from there I can go ahead and it's a rework done transfer type.
[18:02] So again, it's all about just very deep traceability of who did what, what happened.
[18:07] And again, you saw the, the labor timers going there, incurring all the costs that,
that we want to be tracking.
[18:14] So now it's actually gonna send it back to that kind of mother work order
that we started on, by default.
[18:19] And we can send it back to prep or process or cure.
[18:23] In this case, we're just gonna send it back, back to process.
[18:26] [moves the parts back to the original work order] We go ahead and click move.
[18:27] And now this work order is complete.
[18:30] And, but it's important to note that when we're looking at our, our margins on
this particular, purchase order, this, the costs from this rework order are, are being incurred
without the price being double accounted.
[18:44] So in this case, we add another $4 74 cents of cost, and without adding
any more revenue from that.
[18:50] So we talked about some of the economic, impact of, of, doing rework.
[18:56] We, we definitely wanna capture that while it's transparent to the workflow, out on the
floor.
[19:02] So back to the, the, the work order.
[19:04] You can see we have the three, control rod parts, over at prep.
[19:08] And then if I scroll down to the, and then they can be processed, obviously
normally.
[19:12] [opens all part transfers to show full traceability] And then if I go to all part transfers, you know, we can see full,
traceability of everything that happened, reworked on rework, you know, what, what, where to come
from, where to go to from work order to work order, who did it when,
et cetera.
[19:27] So a really deep, granularity as far as what happened to those parts as they
deviate from the normal production process.
[19:36] And then also keeping everything streamlined and easy.
[19:38] And the interface is identical to what people are used to using.
[19:41] So that way it's not, okay, well you process parts on one way, but okay,
since that's where reworking I'll have to use this very kinda arduous and unique process
to process those parts.
[19:50] It's the same screen, it's the same training, it's the same everything.
[19:53] So for the folks out on the floor, you'll be, transparent to them.
[20:00] So, jumping back into, quality management, we kind of covered what happens to a normal
workflow.
[20:06] Detecting a problem, documenting the problem, putting parts on hold, bringing it to the attention
of the quality management team, and then the quality management team taking care of those
parts, whether they're shipping 'em back to the customer.
[20:17] We also didn't show, I guess, scrap.
[20:20] So let's say this customer calls and says, Hey, I, I, we were holding those
and moving 'em to shipping.
[20:26] [exits parts per the customer's instruction to scrap them] We just want to go ahead and exit those parts, you know, customer said to
toss them.
[20:37] So in this case, we'll, we'll document the fact that the customer told us that
toss those parts out, they drop off the screen, they drop off the work order.
[20:46] They don't, don't show up in shipping, they don't show up in, in invoicing, and
they're not gonna show up on anyone's screen, but they, we have that traceability, for
all time that that is what happened.
[20:57] So I guess getting back into the QMS side and the quality management dashboard, with
the NCRs, we had created the NCR, and of course we can take all of
these actions back into the workflow that we had discussed, but we can go ahead
and edit that NCR, we can create a corrective action or send it to the
customer.
[21:13] We've already shown that we can send that to the customer, but after we send
it to the customer, we might, choose to, create a corrective action report.
[21:20] So this is another important document in the quality management, portfolio.
[21:26] And, you know, this is about fixing things so that they don't happen again, right?
[21:31] Instead of just saying, Hey, we had a quality issue because we, the oven temperature
is too high.
[21:36] And then just doing that a hundred times over, we're actually going to take corrective
action to make sure it doesn't happen.
[21:41] And much like, the NCR form, we have the ability to build out completely custom,
workflows here.
[21:48] So again, this is tailored to your specific quality policy that your quality management team
generates for your business.
[21:54] We, we, we, we work with you to build this out to match your exact,
data capture needs.
[21:59] So in this case, we'll say it's a processing error, investigation.
[22:03] You know, who, who was it, initial response date, et cetera.
[22:07] And a lot of this documentation is actually required by regulation for from ISO and
other, regulatory accreditations.
[22:15] And we'll say balding wording problem root cause.
[22:19] You can type this all out, corrective action input section.
[22:27] We, we may have codes, which is gonna be really important for kind of bucketing
and bidding.
[22:31] So not only do we wanna track cost of quality, but we wanna track, we
wanna do attribution as granular as we can without driving too much effort where we're
seeing where are these quality issues coming from and what's, what's driving that, that cost,
whether it's down to an operator.
[22:46] I, I guess that's the other thing I I haven't touched on yet, and this
is probably a good point to, to make a few comments on it.
[22:54] With quality in manufacturing, like, yes, we want to have high quality to keep our
price down, and yes, we need to create documentation to document things.
[23:02] And we want, don't wanna lose parts.
[23:03] We want intuitive workflows.
[23:05] We wanna communicate to our customers, establish trust, but we also want to improve our
quality.
[23:10] And the more information we have to improve our quality, that's actionable information for our
quality manager.
[23:15] 'cause our quality manager just knows that we have quality issues, but I don't know
what, then it's very difficult to go start training operators or invest in new equipment
or maybe get a new chemical supplier.
[23:26] So by having that backwards traceability, you, we can track what, what stations, what equipments
generating quality issues, what operators, what shift, things of that nature.
[23:37] So it's, it's really about, an intuitive workflow so that you have an effective quality
management system in the first place without being burdensome and, and high effort for the
team to use.
[23:46] But then having the ability and the insights to go back and dig through that
data and make decisions, to, to correct it going forward.
[23:53] And corrective action reports are, are a part of this.
[23:58] So I'll just grab a person and I'll leave the rest blank just so I'm
not typing here.
[24:03] And I'll go ahead and click save.
[24:06] [creates a corrective action report (CAR)] So now we have a, a corrective action report, created.
[24:09] So I can either, edit that CAR or close that CARI can also see all,
all quality holds that we have.
[24:16] And this is essentially a dashboard.
[24:18] All of the parts that are, on hold.
[24:21] Like for example, I wanna see all, ca I can see all the, open ca
or closed C So there's a pretty intuitive workflow here for our, our, our quality
management team.
[24:37] [closes the CAR investigation] And as we're working through the CAR, we're completely our investigation, attaching files, taking pictures,
documenting, whatever it may be.
[24:44] We can go ahead and, and close that investigation and also close the, CAR.
[24:50] So again, meeting our regulatory, requirements, but also setting up tools, for, our team to,
to actually fix our quality without, too much effort or burden.
[25:01] And then of course, in the, closed RMAs, you, or let's see, where was IC
rather the closed cr, we'll see the, the CR that we just created, but it's
the same for RMAs and, and, and crs.
[25:15] And I'll, I'll jump into to RMAs shortly here as well.
[25:19] Quality hold, active resolved and filtering as well.
[25:24] [uses global search to filter quality data by customer] So just like we like to find parts really quickly in Steelhead using things like
our global search, we want to dig through all of our quality data really quickly
and understand what's going on.
[25:33] So if we wanna go look for a certain customer, we can, you know, apply
that search filter and go through our, our quality data and go find, you know,
all quality holds that we either have active or resolve for that customer.
[25:47] And of course, everything's hyperlinked, back to work orders, transfers, stations, comments, et cetera.
[25:57] So I'm gonna jump back to the quality management dashboard.
[26:02] And our, you can see our CAR number 17 is now gone 'cause it's been
closed.
[26:05] So these are our open, c So there are instances where we send parts and,
and this is kinda the most regrettable one.
[26:14] This is the one that not only costs US dollars, but also costs us reputation.
[26:18] And, and unfortunately does, you know, bring into concern the safety issue, right?
[26:22] If, you know, at that Boeing store with the door flew off, right?
[26:25] Of course there was an OEM issue, but still that's a, that's a release outside
of the factory.
[26:29] And in those instances, we, we do wanna document, we wanna facilitate that workflow.
[26:33] [creates an RMA] So if I'm doing an RMA, I can go ahead and say I want to
add parts to be return.
[26:38] So I can start by, grabbing a customer.
[26:44] And you can see it starts to filter down all, part numbers that we've sent.
[26:49] So I can, I can go a step further and go by received order and
that'll shorten the list down by work order, down by part number.
[26:56] And eventually I'll narrow it down to a line item, say like, okay, I've isolated,
these are the parts that you sent that we sent to you last February that
you found issue with, and we are going to issue an RMA here, but we're
just going to do it for, you know, three out of those 10 parts that
were there.
[27:10] Return reason, I don't think people really type our fault, but, we'll go ahead and
admit fault here.
[27:17] And we can go ahead and say it was a, finishing, a finishing de factive
there.
[27:26] We can attach files as well.
[27:27] So if they sent an email, they sent a PDF, anything that we want to
document that create that paper trail, we just click and drag right off our, our
computer or take photos and populate that information as well.
[27:39] And, and of course, this, this section here is configurable, so we can add as
many inputs as we want in a variety of ways.
[27:47] So I go ahead and click save here.
[27:49] So I've now created this, this RMA and status is that it's awaiting return, of
course, we can edit that RMA, we can set it to the customer or we
can, close that RMA, or rework or put the parts on hold.
[28:01] But typically we're gonna start by sending that to the customer.
[28:05] [emails the RMA to the customer] So your typical email interface, leave a message, look at our PDF, include emails, add
extra emails, send that email to the customer, if they require that at RMA.
[28:16] And then again, if we, want to rework or, or put these parts on hold,
we can go ahead and rework these parts.
[28:23] So This, this part is, we actually have an outstanding RMA here.
[28:27] So we can either come into when the parts do return, so this part number
3 4, 3 4 rotor, we can either introduce a hold entrance here and, and
enter the parts back in a workflow or, so, a hold entrance will actually reduce
them, introduce it back to the original work order.
[28:44] Chances are that work order's done and closed, if the parts are coming back from
the customer, which case we'd kick it over to a rework, in which case we
can, create new work orders or grab processes and do the node selection, that whole
thing that we've already, covered there.
[28:57] But I do wanna take a step back out and cover what's a more likely
workflow instead of coming.
[29:02] 'cause you don't receive parts through QMS, you receive them through, receiving.
[29:06] So I just remember that part number 3, 4, 3 4 rotor.
[29:11] [receives customer parts and triggers an open-RMA warning] And I go back to our Steelhead dashboard and we look at our, our receiving,
and this is where we're gonna be receiving either, you know, purchase order items or,
parts.
[29:21] So in this case, I'm gonna go ahead and receive a customer parts.
[29:24] And so if I'm just running the shipping dock, I don't know that these are
RA parts, but I do 3 4, 3 4 Rotor, You'll see that I get
a notification.
[29:39] Part 3, 4, 3 4 rotor has an open RMA.
[29:42] Make sure to contact a quality manager to ensure that these parts are not associated
with RMA 17.
[29:48] So, right here we can, we can either save this with warnings or we can
jump right back over to that screen and we can remediate that through the, the,
the QMS dashboard and reintroduce that back into the workflow, per the, per the instructions
of the, of the quality management team.
[30:07] So, that's, that's really the, the high level.
[30:12] I think we can, we can jump over to questions for the last, 10 or
so minutes here.
[30:18] But just in summary, I think everyone really understands the, the value of quality and
the importance of quality.
[30:26] And from a technology provider standpoint on our side, just, you know, our philosophy is
to do what it takes to make your business successful and do what it takes
to make your business more money at the end of the day.
[30:38] And how we do that in the QMS space is by having a tool that
not only meets the needs of your QMS processes and, and tools to actually improve
that quality and implement a good robust, portfolio of solutions, but also to integrate it
very deeply and intuitively into the other Steelhead tools you use today, such as workflow
management, operator instruction, job costing, receiving, email interaction to customers.
[31:05] So that's, that's really what I hoped, to cover today on this, on the demonstration
was going into detail on not only the functionality of the the QMS itself, but
the level of integration.
[31:16] And the last comment on that, the reason why we value integration so heavily is
if you have one software for receiving, one software for workflow, one software for, QMS,
another for inventory, the amount of friction between each tool or each point solution is
extremely high.
[31:34] And, that's why we've, you know, chosen to invest so heavily in, in the QMS
space because we've, we found, I mean, you saw every time I jumped from QMS
to production are technically different tools, but you see all the blue hyperlinks of part
numbers and work orders and the interconnectivity is very, very high.
[31:51] So that creates a data rich environment where the QMS team can actually, where the
quality team can do their job with the right data from production, but also it
facilitates super, super efficient workflows that are intuitive for everyone to use, which encourages high
adoption of the tool, higher integrity of the data, lower cost of operating your system,
lower overhead for your plant.
[32:11] So that's, that's really what we're, what we're trying to do.
[32:13] Of course, we can't actually increase your quality, through software, right?
[32:18] The, the software has your, your quality has to be improved, directly through, you know,
the intelligence and the efforts of your team and, and, the training and, and the
folks out on the floor coming to work and caring every day.
[32:29] But what we can do is, is kind of, help you, help you get outta
your own way and provide tools that are, that are, are efficient to use, that
allow you to, to do your job.
[32:38] So that's really what we're, what we're trying to do with, with QMS.
[32:46] All right. So we have a few questions.
[32:48] I'll start at the top.
[32:54] Traceability, when we're splitting up an order.
[32:57] How are you maintaining traceability when you split the order up?
[33:00] Is there a new tag made to account to the one piece that was, that
was separated?
[33:05] So that's a, a great question.
[33:08] When we split up the order, what happens for traceability?
[33:14] [opens the work order to show traceability after splitting parts] If I jump into that work order there, You can see that we have parts
split.
[33:22] But as far as traceability, we can trace, we can traceability as as granular as
we want, frankly.
[33:29] The most extreme example is serializing every single part.
[33:32] So if we have 10 parts or a hundred parts, we can serialize each part
number, and in that case it's like it's own identity.
[33:38] Each part is, and it, and you can move them obviously in a blob, so
that's efficient to move them.
[33:43] But if you take one serial number and rework that or process that differently, we'll
have that traceability that that one specific serial number, was processed separately.
[33:51] It's very common in, in the finishing space not to track every single, VIN number,
in which case we're tracking lot numbers or group numbers or, or work order numbers
or things like that.
[34:02] But we do, we, we can absolutely track, you know, what parts went through what
node and, and kind of look backwards on that even after you separated the parts.
[34:14] Jan Carlo, if I understood correctly, the, the rework work order, rework order number is
the previous work order number dash rework, essentially creating a new work order?
[34:24] That's correct. y Carlo in that particular instance, that's just the name of the, of
the rework order.
[34:31] You can change it to, to whatever you want, but the default is that we
grab the work order name of the original work order and then do dash rework
at the end of it so that, again, so it, it, it's gonna be on
the same, PO or ro.
[34:44] So you'll, it'll be grouped automatically in the link automatically, but just when you go
to search, like in global search or something like that, you can very clearly, tell
what's what's related there.
[34:55] But again, that separate work order, we, we don't have to create a separate work
order, but if we do, we want, it will have its own, background ID in
the Steelhead platform.
[35:03] And then the name is, is is kind of just what you see in the
front.
[35:10] So, Charles, with the question, when emailing an NCR to the customer, are they able
to provide feedback, approve an exception, et cetera, directly in Steelhead, or would it be
a manual action to copy paste their response from, email into Steelhead?
[35:22] So great question, Charles.
[35:24] So today in Steelhead, you can email customers out of Steelhead using either our email,
I think it's updates@gotosteelhead.com or something like that, or you can actually use, sm tp,
I believe it's called, where your email, soCharles@abc.com.
[35:44] Your emails can come from that email and either case, whether you're using our updates
up to entire system.
[35:55] When they respond that email, we'll go back, we would go back to your email
because that's your email that you logged into Steelhead on.
[36:00] So, we would, so today the, the response is not, we don't have two-way inbox
back into Steelhead, so that's why we allow the, attached attached file there.
[36:09] But that's, an interesting idea.
[36:10] But today it's, it is, a one way.
[36:14] So Eric, when I search a part number in the global search, will I be
able to see any associated NCRs CRS associated with that part number?
[36:22] Great question, Eric.
[36:23] So if we go to, let's see, what's our part number?
[36:26] [opens the part number page to show linked NCRs and quality holds] It was control rods. If I just click on this part number here, I'm now
on the part number page.
[36:31] And I can now see, you know, all of the related processes, information files, and
then we should have our NCRs quality holds all available right here as well.
[36:42] So we can jump straight over and say our, our quality holds that have that,
and it'll jump over to this menu are pre-filtered.
[36:48] And, and again, we just find that right through the, search as well.
[36:56] I dunno if we added these links here.
[37:00] Yeah, so we don't, we don't have 'em added exactly right here.
[37:03] So we're gonna have to ask you for another click, to get to this, this
screen here until we get it added to that.
[37:08] It's kind of dropped down links, but absolutely, you can find it in just a,
a click there.
[37:17] Is there a follow up, slash effectiveness section within the CAR format?
[37:23] That is a good question.
[37:24] I think we can add in, sections as we, We are gonna have to follow
up on that one.
[37:35] Lemme go check.
[37:39] This is on the CIR format, Follow Up effectiveness, directive action input.
[37:51] I'm not sure if we can add an extra section here.
[37:55] I will have to follow up on that question.
[37:58] Eric, we, we'll, we'll get an answer back to you, on that, particular one, but
I believe you should be able to add in, add in a section there, but
I think we have about five right now.
[38:08] Marino, are there any insights reporting tools planned or in place for, QMS?
[38:14] A fantastic question, Marino.
[38:16] As, as many of you, may know that are, are following Steelhead product updates, we
have actually two engineers working on a tool we're really excited about, called, insights, which
are native reports that have a very high degree of functionality and, and very fast
they load quickly.
[38:31] So for example, like invoicing, I wanna see, revenue per customer, all time or deliveries,
which has some ISO related, things as well, like on time delivery and really providing
us, we don't have it in production yet, it's, but you can drill down.
[38:50] Let's see if this one's all time.
[38:53] Okay, yeah, we're waiting on a couple of releases here.
[38:55] I I know we've, we have 'em in QA right now, but, to answer your
question, Marino, absolutely, insights, we're, we're, we're on track to, I think we're planning for
at least 15 more reports, by the end of this quarter.
[39:08] And, quality is gonna be a huge part of that.
[39:11] We want to be able to really quickly track quality per, per station, by, or,
or, you know, by customer, cost quality, things like that.
[39:21] So, there, it's a, it's a very good fit and as you can tell, the,
the QMS and the workflow are highly, native and, and integrated.
[39:28] So that's, that's really a prime candidate for insight report.
[39:31] So, if you have any specific suggestions, we're obvious, always welcome to to hear those,
but the short answer is yes.
[39:38] Insights and QMS are, are going to be a really, really high value, synergy between
those two tools.
[39:51] Jose, Ken, floor personnel create NCR as a tool tool only for, QMS, or designee.
[39:58] So that's, that's a great question.
[40:00] So there's pretty detailed user permissions.
[40:07] So if I dive into permissions for a customer, I, I can track which type
of, transfers they're able to do, so I can allow them to put parts on
hold.
[40:18] Like, for example, transferring.
[40:19] We don't want people to scrap parts or rework the parts or transfer them without,
permission.
[40:24] So we, we can allow them to, do things like transfer parts or put parts
on hold.
[40:30] But then QMS would be a, a separate permission.
[40:33] So if we elect to for that particular user, we can block them from, doing
any of the features that are in, in the QMS platform and just keep it
at a very simple, they put it on hold and, and kind of put their
hand up and wait for the QAs team to come, or the quality team to
come and address that.
[40:49] So it's, it's kind of, as, as as designed for your, for your plan.
[40:56] George, is asking if you have a batch of 20 and 10 are reworked, how
many, SN numbers, how will SN numbers be tracked, when split?
[41:08] So I believe that's serial numbers.
[41:11] [creates a new order to demonstrate serialization] So, George, I'm gonna go ahead and create an order here and demonstrate that really
quickly.
[41:18] Oops, let's do our same customer Going and we'll say this is a, an ad
cap job, so you can do part customer inputs here and just show off a
tool along the way and it'll actually, oh, lemme add parts, Control From, So I'll
add in four parts here, So the questions around serialization and, and traceability.
[41:48] And I'll just have 'em go straight to prep.
[41:50] So I've just created my, my order there, and you'll see that this label got
added, automatically.
[41:56] That's because we had a custom input there.
[41:58] So just a quick plug on labels.
[42:00] We can create labels automatically based on various rules looking at a lot of different
data, but in this case, we're, we're looking at serialization, which I, in hindsight, we
could have serialized as we were, creating those parts there.
[42:12] [groups and serializes parts for tracking] But in this case, I'm gonna go ahead and group for serialize.
[42:15] So I'm gonna choose to serialize and I'm gonna add, some outputs here.
[42:23] Well, I guess we don't wanna serialize ourselves.
[42:25] So let's say we're using a customer's serial number, that's one another, that's another.
[42:35] And then maybe only two are serialized for some strange reason.
[42:40] You can just go ahead and click save.
[42:41] And you can see that we have these parts where we only had two total.
[42:46] You can see that the parts are now, are now, split here, by serial number.
[42:52] So if I move one part, it's gonna be independent of the next part.
[42:55] So in your, in your case, if we had a batch of 20 and 10
are reworked, how the, the serial numbers be tracked, you can see that the numbers
are actually kind of quarantined off and segregated by that serial number, through the part
transfer as I'm showing here.
[43:08] And it's the part transfers are really the backbone of the, of the QMS system.
[43:11] So if you transfer parts through QMS as well, we'll still be tracking it, the
same way.
[43:16] So here you have the serialization number, there.
[43:18] So it's a, once you serialize down the part number, it's, it's a pretty hard,
that's as granular as you can get, and that's a pretty hard, definition and that
really segregates a part.
[43:27] But if you say have a hundred parts and they're kind of a blob of
parts, you know, we kind of Steelhead reacts to the level of specificity that the
customer or desires.
[43:35] So if you want to just process parts as a blob of a thousand parts,
it, it's, it's, it, it works well for that.
[43:40] But if you wanna drive it down to each part number being specifically tracked, for
firearms or something like that, we're able to do that as well.
[43:49] Alright, so that's what we have for, questions today.
[43:52] We are at the 45 minute mark and I do wanna respect everyone's, time here.
[43:56] I dunno if you were eating lunch during this, but, appreciate the, all of the,
all the questions and the participation.
[44:03] We got a, a great crowd here.
[44:04] And, please do continue to keep the, the feedback coming.
[44:08] If you're a Steelhead customer using it and if you're considering the tool, feel free
to reach out with questions and we're, we're always, very excited to continue working with
all of our industry partners and, we'll all keep, upwards and onwards.
[44:20] Thanks everyone. Have a great day. Bye.
Taxonomy tags
Steelhead product area
Quality management system (QMS); Production; Receiving; Shipping
Feature / module
Quality holds; NCRs; corrective action reports (CARs); RMAs; rework work orders; part transfers; serialization
Workflow category
Quality management; nonconformance and corrective action; rework and scrap; customer returns (RMA)
Topics covered
Why QMS matters; quality holds and dashboards; NCRs and customer communication; rework vs. scrap workflows;
job costing on rework; corrective action reports; RMAs and open-RMA warnings; traceability and serialization; QMS
permissions
job costing on rework; corrective action reports; RMAs and open-RMA warnings; traceability and serialization; QMS
permissions