Page Comparison

This information needs to be reviewed by team leads. 

It is important to have an understanding of each users role. 

1. RBU Plan Engineer
   1. Story – transfer sold jobs from Dash to Epicor

               TBD  - LISA

1. RACI - responsible, accountable, consulted and informed

                                                               i.      R

                                                             ii.      A

                                                            iii.      C

                                                           iv.      I

1. Story – QA

                                                               i.      TBD - LISA

1. RACI - responsible, accountable, consulted and informed

                                                               i.      R

                                                             ii.      A

                                                            iii.      C

                                                           iv.      I

1. XMC Customer Service Liaison
   1. Story – receive transfer orders and purchase orders from Epicor

                                                               i.      Job Tracker – load planning, ensure CAD, contracts, etc. Documentation timing TBD.

1. Pre-Production Engineer XMC
   1. Story – access the job in Epicor to pull the necessary information .dash and the engineering documentation

                                                               i.      CADPro to WoodCADcam optimize through Cutright

1. RBU Purchaser & XMX Purchaser
   1. Story – receive and review purchase suggestions from Epicor (MRP)

                                                               i.      Talk to Murry

1. Story – inventory management/procurement

                                                               i.      Talk to Murry

1. XMC Logistics Coordinator
   1. Story – Perform issuing and backflushing of material and labor per job

                                                               i.      Talk to Gary

1. Story – Input all logistics tracking information for jobs

                                                               i.      Talk to Gary

1. RBU Logistics Coordinator
   1. Story – receive all third-party purchases and XMC manufactured material

                                                               i.      Talk to Murry (maybe Lisa) Lyle, Mary Scott, Andrew, (AK to reach out to him and get his ideas on best practices).  Schedule a call with him and Michael.

1. RBU Scheduler
   1. Story – Blackflush labor and material for each job

                                                               i.      TBD - LISA

1. RACI - responsible, accountable, consulted and informed

                                                               i.      R

                                                             ii.      A

                                                            iii.      C

                                                           iv.      I

1. RBU Install Manager
   1. Story –Gross Margin Reviews  per job

                                                               i.      Talk to Lisa – maybe Lisa? At the very end.

1. RACI - responsible, accountable, consulted and informed

                                                               i.      R

                                                             ii.      A

                                                            iii.      C

                                                           iv.      I

1. A/R Specialist
   1. Story – Receive initial deposit and post to cash receipts

                                                               i.      Talk to Heidi or Tom

1. Story – Generate final payment for each job – post install

                                                               i.      Talk to Heidi or Tom

1. A/P Specialist
   1. Story – Manage payment of all Purchase Orders

                                                               i.      Talk to Heidi and Ashley

1. Purchasing Manager (Murry)
   1. Story – Vendor Management

                                                               i.      Murry Pulling reports.

1. Story – Consolidate Purchasing

                                                               i.      Murry Ask Michael – is this buyer step. Epicor – multiple site buying.  Yes. Could be very straight-forward.

1. Financial Analyst
   1. Story – Run Gross Margin Report per part (Jordan) -TBD
   2. RACI - responsible, accountable, consulted and informed

                                                               i.      R

                                                             ii.      A

                                                            iii.      C

                                                           iv.      I

1. Product Management Specialist
   1. Story – Maintain Item Master, MOM subassembly

                                                               i.      Jordan

1. RACI - responsible, accountable, consulted and informed

                                                               i.      R

                                                             ii.      A

                                                            iii.      C

                                                           iv.      I

1. XMC Plant Manager
   1. Story – Review Gross Manager reports for XMC jobs

                                                               i.      Gary

1. RBU GM
   1. Story – Review Gross Manager reports for RBU jobs

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