Real-Time Job Tracking with Steelhead's Digital Production Floor - Manufacturing ERP Demo
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Type: Overview
IDENTITY & METADATA
Video title
Real-Time Job Tracking with Steelhead's Digital Production Floor - Manufacturing ERP Demo
Date published
August 25, 2025
Duration
9:06
Video type
Overview / Demo
Audience
Owners, plant and production leaders, operators, quality, sales, and evaluators comparing job shop and manufacturing ERP
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VIDEO SUMMARY
In one sentence
This tour shows how Steelhead replaces paper travelers with a connected ERP: homepage dashboards and workboards update as work moves, timers and labor rates feed costing and margin insight, quality holds and NCR-style workflows keep traceability, configurable KPI dashboards surface performance, and the customer portal carries order status, documents, and RFQ-to-quote speed from first request through production.
What this video covers
It opens with pains teams feel on paper—tracking parts, travelers, and whether jobs are profitable—then positions Steelhead as the all-in-one job shop and manufacturing ERP.
You see the homepage and role dashboards, how status propagates when work is done, and a customer-call scenario with the process tree and work order detail.
The middle focuses on the digital production floor: personalized operator workboards, swipe moves, station timers tied to labor rates, part details for new operators, multilingual-friendly visuals, optional workboard translation, partial quantity on quality hold vs. the rest of the order flowing, quality visibility, release back to production, NCR-style documentation, RMA and spec-parameter context, and drag-and-drop job prioritization.
Later sections cover automated indirect cost tracking, margin percentages, the margin report, reporting KPIs (production and quality examples), customer portal branding and permissions, portal RFQ submission and sales conversion to quote and sales order, quoted statistics on response speed, and a close on Michigan-based support plus a demo CTA.
Problem it solves
Paper travelers, phone-tag status checks, and disconnected spreadsheets hide where parts are, what labor really cost, and which jobs paid off. Teams need one system that updates the floor and the office together, gives customers self-service visibility, and shortens the path from RFQ to scheduled work without retyping the same data.
Key capabilities shown
• Homepage speed: dashboards called out for quoting, quality, inventory, purchasing, timesheets, accounting, and more
• Real-time propagation: production status updates across dashboards as work completes
• Traceability: enter data once; process tree and work order drill-down for "where are my parts?"
• Digital production floor and workboards: prioritized visual to-do per operation; swipe moves
• Automatic routing when a quote becomes a work order; jobs land on the right operator board
• Station timers and labor rates for automated job costing
• Part detail from the board; optional workboard translation; visual-first operator UX
• Quality hold on a subset of parts; partial order keeps moving; quality resolves holds and NCR-style documentation; RMA and spec field parameter visibility
• Prioritization dashboard: drag-and-drop reprioritizes operator workboards
• Margin and indirect cost tracking; margin report for decisions; configurable KPI dashboards
• Branded customer portal: live status, historical data, quotes, POs, certs, pack slips
• Portal RFQ with autofill, line items, attachments; sales converts RFQ to quote, then to sales order and work order
How the demo flows
• Hook: paper shops, travelers, job profitability questions; Steelhead as all-in-one ERP
• Value pillars: visibility, profit and efficiency (timers, costing), customer service (portal)
• Any-device login; homepage dashboards; single source of truth vs. pen-and-paper handoffs
• Scenario: customer calls (Work Order 55, 31, 75); click and scroll to process tree
• Workboards: routing, morning priorities, masking station swipe, timer, labor rate costing
• Operator aids: part details, non-English teams, translation option; finish job, auto next station
• Quality: flag hold, split partial quantity, quality overview, release, notes, NCRs/CARs, RMAs and spec parameters
• Expedite: prioritization dashboard drag-and-drop; boards update without chasing operators
• Profit: indirect costs, margins, margin report; reporting dashboards and KPI examples
• Portal: retail-style tracking; branding; documents; RFQ through quote, email quote, approve to sales order and work order
• Close: full digital floor, dip processing and more named quickly; relationships and support; book demo on gosteelhead.com
On-screen claims
The narration cites a 17% year-over-year revenue increase for shops on Steelhead, that 78% of buyers award work to the first company that responds to a quote request, and putting your company in the top 5% of quoters—verify approved marketing stats before publishing if your compliance team requires it.
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FULL TRANSCRIPT
Speaker
Voice over / Host
Transcript
[00:00] [opening] Is your shop running on paper?
[00:01] Travelers, do you struggle to track parts?
[00:04] Do you know which jobs are making money?
[00:06] [title / positioning] Welcome to a quick demo of Steelhead, the All-in-One job shop and manufacturing ERP.
[00:10] That enables you to move parts, not paper.
[00:13] [value: visibility] With Steelhead, you get full visibility.
[00:15] See your entire shop in real time and know where every part is located at any given moment.
[00:20] [value: profit and efficiency] Profit and efficiency, get Labor time and station times tracked automatically giving you accurate costing data.
[00:26] [value: customer service] Exceptional customer service.
[00:28] Give your customers a smooth experience and a digital portal that shows live order status and historical data.
[00:34] [digital production floor] Let's put your shop on Steelhead's digital production floor so you can see what full control looks like.
[00:40] [any device] Log in from any device, phone, tablet, desktop.
[00:43] If it's online, you're connected to Steelhead.
[00:46] [homepage dashboards] The homepage is built for speed with dedicated dashboards for every key operation, quoting quality inventory, purchasing, time sheets, accounting, and many more.
[00:55] [single system] All your shop information, jobs, parts, processes, status of everything is accessible from anywhere you are at any time, and unlike traditional systems that rely on a person putting pen to paper and passing it on to those who need it,
[01:10] Steelhead automatically updates production status across all dashboards as work gets done.
[01:14] [data flow] Enter data once and it flows everywhere.
[01:17] Unlock full visibility and traceability so you can make quick informed decisions and spot issues before they become problems.
[01:24] [customer call scenario] So picture this, A customer calls your shop.
[01:26] It's Mr. Frank Sparks from Metric and he wants to know where his parts are.
[01:31] Well, Mr. Sparks, we have Work Order 55 with 300 parts that we just received.
[01:35] Work order 31 in Prime and powder and work order, 75.
[01:39] Currently in the oven, Mr. Sparks wants to know when can I pick up work order 75,
[01:43] [work order / process tree] click once and scroll down.
[01:46] The process tree shows exactly where all the parts are.
[01:49] You can see what steps are left.
[01:50] Information is extremely easy to find at any moment.
[01:54] Don't waste your time running out to the shop floor to find parts or paperwork from quoting throughout the entire life of the job.
[02:00] Steelhead is designed to give you visibility in seconds.
[02:04] [workboards intro] So how do we unlock that real-time visibility and data?
[02:07] With Steelhead's digital production floor powered by the work boards, Steelhead is built for efficiency and ease of use.
[02:14] Operators get dynamic communication on what, when and how to do their job.
[02:18] [routing] When a quote becomes a work order, Steelhead routes it automatically.
[02:21] As jobs move through your physical plant, they also flow through Steelhead right into the operator's work board.
[02:27] [operator POV] Walk in with your coffee in the morning and your priorities are already set on your personalized visual to-do list.
[02:32] Every key operation in the facility has its own digital dashboard.
[02:36] You don't lose time figuring out what's first or what's next.
[02:39] [masking station] When you're ready to mask parts, just swipe the top priority job.
[02:42] Steelhead moves the parts into your masking station, starts the timer and tracks how long the parts are in the station.
[02:48] [labor costing] That time is tied to a labor rate making job costing automated, accurate and effortless.
[02:54] [part details] But maybe I'm a new operator or I'm seeing parts that I'm not super familiar with.
[02:58] If I need more info, I can click on the green icon and see all the part details.
[03:03] [multilingual operators] And in fact, a comment that we hear quite a bit is our operators don't speak English.
[03:07] Steelhead is built for everyone.
[03:10] Thousands of operators use Steelhead every day, no English required with strong visuals, labels, colors, and intuitive symbols,
[03:17] anyone can master the software just like any other tech in their life.
[03:20] You can also translate the work boards if needed.
[03:24] [complete move / next station] Finishing this job, just swipe it outta the mask station and Steelhead sends it onto the next scheduled station.
[03:30] And now operators can continue on to the next job, which is prioritized at the top of their list.
[03:35] [floor digitized] Now your production floor is fully digitized.
[03:38] You know the job cost, you have complete traceability, and you can spot bottlenecks or slowdowns as they happen.
[03:45] [quality hold] Say there's a problem with these parts, you can easily click to flag them for quality hold and add a quick note if needed.
[03:51] Maybe it was just part of this order that has to go to quality hold.
[03:54] [paper vs digital split] If you're on paper, it's hard to split those parts if you cut the paper in half or run over to make a copy and then have to keep track of two paper travelers.
[04:02] In Steelhead, it's very easy to move a partial order through the system.
[04:07] The flagged parts are set aside and the rest keep flowing through their processes.
[04:10] [quality dashboard] Quality can immediately see all parts on hold, then diagnose and resolve any issues.
[04:15] They can remove the hold, which sends those parts back into production, where operators will then see it released and ready to continue work.
[04:21] Along with the Quality Manager's note or quality managers can document any issues by creating NCRs and CARs.
[04:28] [RMA / specs] There is also an overview of RMAs parts failing specs and failing Spec Field Parameter values.
[04:34] You can see at a glance the spec field parameter who took the measurement and when.
[04:39] [expedite scenario] And since we all know this is a very dynamic industry, let's have a little fun and say your lead gets a call from Cat Pillar.
[04:45] It's Grady Dozer. We need to expedite work order 91
[04:50] [prioritization dashboard] In the prioritization dashboard, it's extremely easy to drag and drop that job to the top of the list and the operator work board is reprioritized.
[04:58] No more tracking down operators to tell them that plans changed.
[05:02] [profit and efficiency] Another big reason that our customers have turned to Steelhead is profit and efficiency.
[05:06] When time is money, you need every job, every part, and every process to drive your bottom line.
[05:12] Want proof? You're making money on every single job through every integrated piece of the software.
[05:16] Steelhead automates indirect cost tracking in real time.
[05:20] Everything is broken down for easy viewing, and all the margin percentages are calculated for you.
[05:25] No guesswork, just instant answers.
[05:28] [margin report] So how do you boost profits by running, lean and eliminating wasted admin time?
[05:33] By tracking margins and easily resolving jobs, each part of your process is configured to be as efficient as possible.
[05:40] Use the margin report to make informed decisions and shift workload as needed.
[05:44] You know exactly where you're winning and where to adjust.
[05:47] [KPI dashboards] And as you run parts and check off your to-do list, your data flows straight into the reporting dashboard.
[05:52] You can easily check on KPIs at a glance, for example, here are some production KPIs on time delivery, dock to dock process parts, shipped parts.
[06:00] Then we have quality KPIs, and these dashboards are all fully configurable to your needs with different types of charts.
[06:06] Ability to adjust the data here, as well as adjusting the color and size and much more.
[06:12] Dive deeper into where you are winning and where you need to improve with the metrics that matter most.
[06:18] [stat: revenue] That's how shops running on Steelhead have experienced a 17% increase in revenue year over year.
[06:25] [customer portal] Aside from unlocking insights and visibility, Steelhead's all in one ERP software also unlocks an exceptional customer service experience.
[06:32] When you do your online shopping, you don't call and say, Hey, where's my phone charger at?
[06:37] You track your order online.
[06:38] Give your customers that same convenience.
[06:41] Provide each customer with a personalized portal.
[06:43] Permissions controlled by you.
[06:46] You make it your own with your company name and logo, info, and brand colors.
[06:50] They can log in and see real time updates, order status, and they have access to things like quotes, purchase orders, certs, pack slips, and other documents.
[06:58] No phone calls, no emails, no running around for answers.
[07:02] The result you deliver, the best service in your industry.
[07:05] Today's buyers expect digital convenience.
[07:08] Steelhead lets you provide it from day one while your team gets time back to focus on what matters
[07:14] [portal RFQ] and to make things even easier, imagine your customer being able to cut down on the time it takes them to request a quote from you and your sales team.
[07:22] Spending way less time on quotes.
[07:24] The customer information auto fills when they use the portal, they just select a due date, add in a little love note for you.
[07:30] They can select items from a dropdown list of parts available to them and add details.
[07:36] They can attach a part file and click submit.
[07:40] [sales RFQ queue] Sales Immediately sees the request come through.
[07:42] They click to view details and can very quickly convert the RFQ into a quote.
[07:47] All the main details are pulled from the RFQ.
[07:52] [quote review and email] Then easily review everything, save parts, and then email the customer a full quote with just a couple clicks.
[08:01] [stats / CTA] 78% of buyers award a job to the first company that responds to a quote request.
[08:06] Win more business. Put your company in the top 5% of quoters in your industry.
[08:12] [convert to order] Once your customer approves the quote, just click to convert this into a sales order.
[08:15] Save, Revise parts if needed here.
[08:19] Then here's the work order, and now we're back to production.
[08:23] All without double data entry.
[08:27] [close] Unlike other ERPs that leave you guessing and chasing paperwork, Steelhead puts you fully in control with an all-in-one solution, a completely digital production floor, and a system built for you and the intricacies of your shop.
[08:39] This is just the tip of the iceberg.
[08:41] From dip processing to scanner stations, auto lines, casting and batching, and more.
[08:46] Steelhead, digitizes everything from quoting to delivery.
[08:49] We don't just sell software. We build lasting relationships.
[08:53] From your first demo to ongoing Michigan based support, you'll always be treated as a valued partner, not just a customer.
[09:00] See how much easier manufacturing can be.
[09:02] Book your customized demo on gosteelhead.com today.
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TAXONOMY TAGS (customer-facing)
Steelhead product area
Platform overview; Production / Operations; Customer portal; Quoting & sales; Quality; Reporting & KPIs; Costing & margins
Feature / module
Homepage dashboards; digital production floor; workboards; prioritization dashboard; process tree; work orders; station timers; labor rates; job costing; quality hold; NCRs; RMAs; spec field parameters; margin report; reporting dashboard; portal RFQ; quotes; sales orders
Workflow category
Evaluator overview; daily shop execution; customer communication; quote-to-cash handoff; performance review
Topics covered
Paperless travelers; real-time visibility; operator workboards; automated routing; labor capture; partial quality holds; portal self-service; RFQ through work order; configurable KPIs; margin insight