Microsoft Teams for Manufacturing and Retail PRESENTERS Tim - - PDF document

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Microsoft Teams for Manufacturing and Retail

PRESENTERS

2

Tim Sparks, MCP Senior Managing Consultant BKD Technologies tsparks@bkd.com Tiffany Bobbitt Senior Consultant BKD Technologies tbobbitt@bkd.com

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Agenda

Operations

• Decal Design and Demand

Analysis

• Adjusting Production to Meet

Demand

• Determining Product

Demand

• Root Cause Analysis for

Vehicle Failure Reports

• Deliberating a Product Recall

Supply Chain & Inventory Management

• Coordinating Shipments

from DC to Retailer

• Shipment Coordination for

Plant Supplies

• Expediting Movement of

Older Products

• Reverse Logistics

Retail Store Operations

• Holiday Operations: From

Halloween to Thanksgiving

• Store Ambience and Holiday

Decorations

• Equipping Front Line Workers

with New Product Information

• Enabling a Liquid Workforce
• No T

ag, No Problem!

• Customer Assistance Made

Easy

• Out of Supplies? Not for Long!
• Product Information

Anywhere, Anytime

Operations

Check out how operations staff, whether they are floor staff in factories and warehouses or

• perational managers, use Microsoft T

eams to keep manufacturing operations running efficiently and address unexpected situations with confidence.

Operations Superpowers in T eams

Capabilities and features used…

• Schedule meetings using synced calendars or a meet now

feature

• Participate in instant, open-channel communication
• Store documents within a cloud-enabled repository using

Files section or channel tabs

• Create and co-author documents, spreadsheets,

presentations and more in the cloud with Office 365

• Channel tabs for everyone to stay on the same page
• Help securely collaborate with teammates on multiple

projects from within a single environment

Apps that enable an immersive experience in T eams

Word Excel PowerPoint Planner Flow Power BI Adobe Sign OneNote Trello Asana InVision Growbot Wrike Smartsheet JIRA Twitter YouTube

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Meet the Business Decision Makers

Product Line Owner

“Efficiency is very important to me with all that's on my plate.”

• Undertake product planning for

new products

• Conduct market analysis for new

products

• Define consumer needs

pertaining to a product

• Oversee efforts of the design and

production teams

Operations Manager

“A leader is one who knows the way, goes the way, and shows the way.”

• Conduct monthly analysis of

product requirements vis-a-vis the plant capacity and material availability

• Coordinate with stores and

purchase department as required

• Coordinate with plant workers for

the production activities

• Review production planning on a

daily basis to ensure commitments and quality are met

Operations Analyst

“A company can seize extraordinary opportunities only if it is very good at ordinary

• perations."
• Assist with project scoping,

documenting results and preparing customer contracts

• Ensures integrity of data systems
• Develop project estimates by

identifying phases and elements, and costs

Decal Design and Demand Analysis

Product Line Owner

Scenario Walkthrough

Contoso has seen an ongoing problem with clear demand signal and their ability to adjust production to capture the greatest profit

• n their products. With the recent release of Fabrikam’s Black Tiger movie, parent company Northwind wants to create a large line of

toys and a product partnership. T

• this degree, Northwind partners with Contoso to brand Contoso’s line of remote-controlled cars

with Black Tiger decals. The Product Line Owner needs to ensure that production is properly managed so that profits are maximized, using T eams as the home base for operations.

• Creates a new channel and @mentions team members to gather their attention to the project.
• Collaborates with design team over channel conversation to finalize decal designs. T

eam members share files securely within the channel as they accomplish their tasks.

• Logs the decal work as a ticket into VSTS and then connects the specific VSTS ticket into the channel so everyone in the channel

can stay updated on the endeavor.

• Holds a discussion over a video call with Demand Planner, who demonstrates that the increased sales forecast will change overall

demand using a Power BI dashboard.

• Updates VSTS ticket and moves on to coordinate production planning.

How did T eams help the Product Line Owner execute her roles and responsibilities?

• @mentions in chats and channels help catch team members’ attention instantly
• Upload and share documents in a secured cloud-enabled repository with Files
• Track work progress, assign tasks, and receive notifications of work updates with VSTS

Which app integrations on T eams made it possible?

Azure DevOps Power BI

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Operations - Decal Design and Demand Analysis

Adjusting Production to Meet Demand

Product Line Owner

Scenario Walkthrough

After going through an exercise to identify clear demand signals for a new line of Fabrikam toys being manufactured at a Contoso plant, the Product Line Owner and her team turn their focus on the next phase after demand planning – adjusting production. Here’s how the team uses T eams to rally together and balance production with manufacturing costs.

• Communicates with Build Manager to understand the options available for them over channel conversation and 1:1 chat.
• Build Manager and Shop Foreman coordinate with each other to understand demand plan and to structure resource allocation

for building the Fabrikam toys.

• Shop Forman shares an estimate of production change and a timeline to get up to production level.
• Build Manager and Demand Planner analyze the Shop Forman’s estimate and present it to the Product Line Owner.
• Product Line Owner presents this analysis over a secured conference call to the leadership.
• Receives sign off from leadership to adjust manufacturing and production of Contoso’s remote-controlled cars.

How did T eams help the Product Line Owner execute her roles and responsibilities?

• Quickly and easily hold conference calls with enterprise security.
• Create and edit documents online and in the cloud with Office 365.
• Planner in T

eams helps keep the task list visible while acting as a checklist for operations.

Which app integrations on T eams made it possible?

Excel

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Operations - Adjusting Production to Meet Demand

Determining Product Demand

Operations Manager

Scenario Walkthrough

Contoso Manufacturing faces an issue with visibility between their factory and retail locations. When Contoso ships from its large regional distribution centers (DCs) to retail customers like Northwind Retail, there is an inventory “blind spot” for Contoso between DCs and Northwind checkout lines. If Northwind moves inventory between stores to balance supply for regional or promotional variances, Contoso can’t see product inventory and loses the ability to see what the true demand signal is for goods. Here is how Contoso team members work together to identify one such inventory blind spot using Microsoft T eams.

• Receives a notification when a Sales Rep @mentions him in a channel post
• Presents assessment reports for the inventory blind spot ahead of weekly sync meeting
• Uses Power BI to highlight and illustrate Point of Sale data during the meeting
• Participates in weekly sync meeting to discuss demand analysis based on a recent order
• Shares final consensus with team members through channel conversation

How did T eams help the Operations Manager execute his roles and responsibilities?

• Leverage data and visualize analytics with the robust analytics tool of Power BI
• Upload, edit, and view files using the Files tab
• Quickly and easily hold conference calls with enterprise security

Which app integrations on T eams made it possible?

Power BI OneNote

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Root Cause Analysis for Vehicle Failure Reports

Operations Analyst

Scenario Walkthrough

Contoso runs a multi-faceted analysis to identify the root-cause behind failure reports for one of their vehicles, and in the process, creates a solution path to prevent mishaps. A Contoso Analyst spearheads these efforts relying on the communication powers of Microsoft T eams to coordinate with team members.

• Reviews incoming reports from service technicians using a Power BI tab and notices a significant rise in manual transmission

warranty claims and faulty power steering hoses.

• Creates a OneNote to capture notes on her observations and tags Engineering Lead in the tab conversation.
• Puts in a request with R&D team for a stress test and reviews the report within the channel’s Files tab.
• Holds 1:1 discussion and channel conversations with service team to sort the issue.
• Identifies the issue with team members and initiates a product recall process.

How did T eams help the Operations Analyst execute her roles and responsibilities?

• Communicate and collaborate through established channels
• Collaborative and powerful document creation with OneNote
• Dive into a wealth of analytical data with Power BI

Which app integrations on T eams made it possible?

Power BI OneNote

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Deliberating a Product Recall

Operations Analyst

Scenario Walkthrough

After identifying the root-cause behind failure reports for one of their vehicles, a Contoso team works together to issue a product

• recall. They use Microsoft T

eams to take them through the tedious process of planning the recall, while sharing data and holding discussions within a protected environment.

• Initiates a call with the Engineering team and shares her screen with notes from a OneNote tab and a visual warranty

claims Power BI tab.

• Engineering team decides to reproduce the failures the Ops Analyst has been seeing in the field reports.
• Finance team assembles an estimate using Excel in the Files tab to compare increased warranty coverage versus a limited

recall, and as a last resort, an all-out recall of the Model 9 SUV .

• Results for reproducing the failure in the field are soon shared with the team and the files are safely stored within the Files tab.
• All team members gather on a call to finalize remedial measures for the power steering issue identified.
• Marketing and PR teams are looped in to be apprised of the situation using the OneNote tab.

How did T eams help the Operations Analyst execute her roles and responsibilities?

• Hold conversations with enterprise security and securely store team documents
• Quick visual and data-driven presentation of the reported issue using Power BI
• Have video calls and share your work virtually anywhere with video calling

Which app integrations on T eams made it possible?

Power BI Excel

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Supply Chain & Inventory Management

These scenarios will illustrate how T eams can help different Supply Chain and Inventory Management roles quickly turn data into actionable insights, automating manual and repetitive processes and driving better decisions through collaboration.

Supply Chain Superpowers in T eams

Capabilities and features used…

• Organize quick, open-channel communication
• Store documents within a cloud-enabled repository

with Files

• Real-time, contextual file sharing and co-authoring
• Help securely collaborate with teammates all in a single

place

Apps that enable an immersive experience in T eams

Word Excel PowerPoint Planner Flow Power BI Adobe Sign OneNote Trello Asana InVision Growbot Wrike Smartsheet JIRA Twitter YouTube

Meet the Business Decision Makers

Supply Chain & Inventory

OEM Sales Representative

“Quality performance starts with a positive attitude.”

• Achieve sales target as assigned

by the company

• Identify prospective customers by

using business directories, follow leads from existing clients

• Help clients select products based
• n their needs and product

specifications

• Negotiate prices and terms of sale

and service agreements

Operations Manager

“A leader is one who knows the way, goes the way, and shows the way.”

• Conduct monthly analysis of

product requirements vis-a-vis the plant capacity and material availability

• Coordinate with stores and

purchase department as required

• Coordinate with plant workers for

the production activities

• Review production planning on a

daily basis to ensure commitments and quality are met

Strategic Sourcing

“More business is lost every year through neglect than through any other cause.”

• Manage the company’s supply

portfolio ensuring transparency of spending

• Generate and implement efficient

sourcing and category management strategies

• Analyze and calculate costs of

procurement and suggest methods to decrease expenditure

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Coordinating Shipments from DC to Retailer

OEM Sales Representative

Scenario Walkthrough

Contoso ships its products from large regional distribution centers (DCs) to retail customers like Northwind Retail. When the OEM Sales Rep receives an order from a retailer, he has to coordinate with various Contoso employees distributed across different geographical locations to make sure their client gets the shipment.

• Initiates a channel conversation with Operations Manager regarding a new shipment order.
• Reviews Power BI tab shared by Ops Manager to analyze demand in the area and the DC closest who can ship the order.
• Looks up Warehouse Manager using the Who app.
• Pings him on 1:1 chat to discuss the order and engages him in a channel conversation
• Warehouse Manager uses OneNote to create a logistics plan.
• Sales Rep updates retail client in an exclusive channel once the logistics plan is worked out.

How did T eams help the OEM Sales Representative execute his roles and responsibilities?

• Quickly and easily hold conference calls with enterprise security
• Leverage data and visualize analytics with the robust analytics tool of Power BI
• Find coworkers based off position, location, and specialty, using Who
• Conversation collaboration and retention through established channels

Which app integrations on T eams made it possible?

Power BI Who

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Shipment Coordination for Plant Supplies

Operations Manager

Scenario Walkthrough

A Contoso Operations Manager has a new initiative in sight – to partner with suppliers and utilize T eams to determine precise inventory needs for their plants. This allows open communication on price and promotion directly with suppliers as well as largely reduces improper shipments.

• Explains the new initiative and creates a channel for the store managers and supplier to discuss inventory management.
• Provides guest access for supplier employee to communicate within the team.
• Shares product SKUs and product sales numbers in an Excel tab.
• T

eam discusses product sales and pile up in respective stores.

• District Manager collates teams’ data to build a Power BI for product trend analysis as a solution for better inventory

management.

How did T eams help the Operations Manager execute his roles and responsibilities?

• Establish strong communication channels between suppliers and individual stores
• Major reduction of improper shipments resulting in an overstocked inventory
• Provide scope to improve forecasting product sales within individual stores

Which app integrations on T eams made it possible?

Excel Power BI

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Expediting Movement of Older Products

Strategic Sourcing

Scenario Walkthrough

A Retail Buyer is awaiting a shipment of Contoso’s new line of toys. However, these products need packaging frames to complete packaging and before they can be shipped to the retail partner. The Buyer reaches out to Contoso’s Strategic Sourcing specialist, who helps expedite the process.

• Retail Buyer uses @mention to tag Strategic Sourcing specialist in a channel post to communicate a delay in shipment.
• Strategic Sourcing specialist responds to post and requests an inventory list.
• Retail Buyer shares an inventory list Excel file.
• Strategic Sourcing specialist tracks the cause for delay in shipment and uses the Inventory Bot to order packaging frames

needed for the toys to be shipped to the partner outlet.

• Shipment is sent out and the issue is ironed out within T

eams.

How did T eams help the Strategic Sourcing expert execute her roles and responsibilities?

• Keep track of simple and complex data with Microsoft Excel
• Communicate and collaborate through established channels in Microsoft T

eams

• Customized applications such as the Inventory Bot ease the process of placing orders and

tracking them

Which app integrations on T eams made it possible?

Excel Inventory

Custom

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Reverse Logistics

OEM Sales Representative

Scenario Walkthrough

A Retail Buyer, located in Los Angeles, is requesting to return an unsold shipment of Contoso products. The Buyer’s request sets off a chain of events within Contoso to assess and handle the request. The OEM Sales Rep is the first person to pick up the thread and coordinate efforts with the Buyer and internally with the Operations Manager, Warehouse Manager and Finance Manager from Contoso. Microsoft T eams provides the Sales Rep and his team with the communication platform to liaise with each other throughout the process.

• Receives a 1:1 message from Retail Buyer and responds to her request.
• Reaches out to Ops Manager and schedules a meeting call with him and the Retail Buyer.
• Raises a return request in the assigned channel and follows it up with an Azure DevOps ticket.
• Adds Warehouse Manager to the team and reviews his logistics plan in the channel.
• Completes product transfer and refund process with the Finance team.

How did T eams help the OEM Sales Representative execute his roles and responsibilities?

• Quickly and easily hold conference calls with enterprise security
• Conversation collaboration and retention through established channels
• Create, follow, and edit tasks with Azure DevOps for Microsoft T

eams

Which app integrations on T eams made it possible?

Azure DevOps OneNote

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Store Operations

Check out how operations staff, whether they are front-line workers or regional managers, use Microsoft T eams to keep retail operations running efficiently and address unexpected situations with confidence.

Operations Superpowers in T eams

Capabilities and features used…

• Schedule meetings using synced calendars or a meet now

feature

• Participate in instant, open-channel communication
• Store documents within a cloud-enabled repository using

Files section or channel tabs

• Create and co-author documents, spreadsheets,

presentations and more in the cloud with Office 365

• Channel tabs for everyone to stay on the same page
• Help securely collaborate with teammates on multiple

projects from within a single environment

Apps that enable an immersive experience in T eams

Word Excel PowerPoint Planner Flow Power BI OneNote Trello Asana InVision Growbot Adobe Sign Wrike Smartsheet JIRA Twitter YouTube

Meet the Business Decision Makers

Store Manager

“Whatever you’re thinking, think bigger.”

• Recruit, train and supervise store

employees

• Ensure availability of merchandise

by approving contracts and maintaining inventory

• Achieve financial objectives by

scheduling expenditures, analyzing variances and initiating corrective action

Store Associate

“Managing customer expectations is what gives me the kick.”

• Direct customers to merchandise

within the store

• Maintain the orderly appearance
• f the sales floor
• Operate cash registers and

manage financial transactions

Product Manager

“Efficiency is very important to me with all that’s on my plate!"

• Run ideation for new products
• Conduct market analysis for new

and existing products

• Undertake competitive analysis
• Prepare voice of the customer

plan

• Define customer needs and

develop product requirements

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Holiday Operations: From Halloween to Thanksgiving

Store Manager

Scenario Walkthrough

One of the things that Contoso is most interested in is changing the way their employees coordinate effectively amongst themselves to create an in-store experience like no other for their customers. Enabled by their company-wide instance of Microsoft T eams, the Store Manager works with the District Manager and Store Associates to plan costume stocking during Halloween week and to subsequently transition into the Thanksgiving week.

• Receives a notification in his activity feed when the Regional Manager @mentions him in a channel conversation
• @mentions Store Associates in the conversation thread, enlisting their help in organizing the incoming shipment of Halloween

costumes

• Creates and shares OneNote tab of the store layout, highlighting key areas to stock the costumes
• Store Associates coordinate within moments and have the Halloween costumes stocked within the hour
• Coordinates the next incoming Thanksgiving shipment through a channel meeting
• Uses Planner to track tasks, and uses an Excel sheet to coordinate delivery shipment dates for future holidays

How did T eams help the Store Manager execute his roles and responsibilities?

• @mentions in chats and channels help catch team members’ attention instantly
• Employ a combination of Excel and Planner for holiday planning within T

eams

• Keep the delivery calendar transparent for everyone by using a channel tab

Which app integrations on T eams made it possible?

Planner Excel OneNote

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Store Ambience and Holiday Decorations

Store Associate

Scenario Walkthrough

With her ample experience in setting up the store during holidays, the Store Associate decides to take charge during the biggest holiday of the season. When customers walk into the store, she wants to be sure that the store’s ambience reflects the season’s best. T

• do this, she coordinates with the Store Manager, relying on his expertise to make the right choices.
• Sends a 1:1 chat to Store Manager, explaining to him that she wants to take charge of holiday decorations
• Receives a response from him and begins a conversation thread in the channel, outlining her plan
• Schedules a channel meeting to take the team through her plan
• Uses an InVision tab during the meeting to highlight floor plan
• Store decoration goes without a hitch and kudos are shared among team members

How did T eams help the Store Associate execute her roles and responsibilities?

• Complex set of hurdles overcome without communication gaps with channel meetings

and conversations

• Using InVision app within the call helps the team brainstorm and visually coordinate plans

Which app integrations on T eams made it possible?

Freehand by InVision

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Equipping Front Line Workers with New Product Information

Product Manager

Scenario Walkthrough

There is always a constant influx of new products in the market. The Product Manager has to plan and train employees to handle sales of a new video game with a game plan of his own. This includes building a sales training video and KT about product specifics that customers walk in to the store expecting to learn more about. T eams provides the Product Manager the platform to host his training files and the platform to collaborate and train his team.

• Enlists the help of two new employees who are avid gamers to build FLW training material and adds them to a group chat.
• Brainstorms with team members and receives suggestions to create a vlog and battle card to reach the console’s target

demographic.

• Creates a post in the channel and adds new product assets such as white papers and product images in the Files tab.
• Invites the team to share feedback for the assets over a call.
• Builds a script for the vlog and shares it with the training manager for review in the channel.
• Reviews the final output from team members in the channel and is all set with customer-facing information for the gaming

console.

How did T eams help the Product Manager execute his roles and responsibilities?

• Seamlessly coordinate with team members to get several business-critical tasks

completed within time-sensitive deadlines.

• Harness the power of familiar applications within T

eams to achieve better business outcomes.

Which app integrations on T eams made it possible?

Word PowerPoint

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Operations – Equipping Front Line Workers with New Product Information Share documents, create meeting invites and hold discussions in a single conversation thread! This keeps conversations relevant and makes it easy for team members to go back to the thread for any reference.

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Ready to change?

Microsoft Teams

aka.ms/goTeams

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Questions?

Tim Sparks, MCP Senior Managing Consultant BKD Technologies tsparks@bkd.com Tiffany Bobbitt Senior Consultant BKD Technologies tbobbitt@bkd.com

Thank You!