System
Training
Built per role, against these screens, with live data. A new fitter sees the six things a fitter does.
Management
2 peopleThe whole business on one screen: margin, load, cash and the exceptions worth your morning.
Engineering
2 peopleBills of materials, drawings, revisions and the cost consequence of a design change.
Admin & Office
3 peopleQuotes out, orders in, purchase orders raised, invoices to Xero. No workshop noise.
Workshop
8 peopleWhat's on your bench today, what it needs, and one button to book it off.
Management track
Craig's view. The whole business on one screen, and the two or three decisions a week that actually move the number.
5 lessons · about 27 minutes end to end
- 1 Reading the dashboard in ninety seconds Order book, work in progress, debtors, stock and turns. Which figure to look at first on a Monday, and what each one is the sum of. 4 min
- 2 Running requirements, and reading the deferrals Why the run holds a line back, how to check its reasoning, and when to override it and buy anyway. 8 min
- 3 Building a report without leaving the system Margin by rig model, order intake by customer, hours over budget by work centre. Saving one to the dashboard. 6 min
- 4 Where the margin actually went Quoted margin against booked margin on a live work order, and how to spot a job going backwards before it finishes. 5 min
- 5 Moving a job and living with the consequence Pull a job forward on the scheduling board and watch the load and the buying dates move with it. 4 min
Every lesson opens the screen it describes, with live data.
Who's on this track
- SH Stuart Harrison Chief Executive, OptionX Group
- CH Craig Hills General Manager
What this role sees
Their interface, not everyone's.
- Dashboard
- Reports
- Requirements
- Work Orders
- Invoicing
- Everything else
The whole team
15 people across four roles.
- Management 2
- Engineering 2
- Admin & Office 3
- Workshop 8