Mobile Inventory: This Is Not Your Father’s Oldsmobile
Mobile Inventory: This Is Not Your Father’s Oldsmobile An Opportunity to Improve Inventory Accuracy and Staff Efficiency using Mobile Expense Issue Return Speaker Information Theresa Kaser Lead Business Analyst, SCM/FIN 10 years at Cincinnati Children’s 17 years working with PeopleSoft Technical and Functional Experience Agenda About CCHMC Oracle Mobile Implementation Modules Device Expense Issue Return by Item Module Collaboration & Development Testing and Training Review/Questions Cincinnati Children’s Hospital Medical Center Established in 1883 Full-service Nonprofit Pediatric Hospital with over 14 thousand employees In 2013, We served over 1.1 million patients from 53 countries and all 50 states Ranked 3rd in the nation among all Honor Roll Hospitals in the 2013 U.S. News & World Report survey of best children’s hospitals PeopleSoft 9.1/PeopleTools 8.53.11 Cincinnati Children’s Hospital Medical Center OR Surgery Area Two Campuses – Main and Liberty 37 Surgery Suites 700 SKU’s Inv Main 1900 SKU’s Inv Liberty Combined Nursing & OR 120 PAR locations 31,500 Surgery Cases FY14 Overview Manage Supply Returns from Surgery and Nursing using Mobile Solution Opportunity to meet Strategic Initiative Goals Add Value to Surgery Warehouse workflow Improve Inventory Accuracy and management of supplies SmartERP partnership Mobile Solution Implementation Review Identify Modules Device Selection Mobile Solutions Module Rollout Expense Issue Return by Item Mobile Solution Implementation Replace Existing 3rd Party mobile applications PAR Count and Delivery Implement Oracle Mobile solutions Receiving: PO and Non PO Delivery with signature/badge scan capture Count: Cycle and Physical Express Issue Item Inquiry Identify gap for Expense Issue Returns Mobile Solution Implementation Replace Existing 3rd Party mobile applications PAR Count Provide Bar Code labels Additional areas outside of Inventory to use Mobile PAR Count – Clinical Labs and Research labs Use PAR Count or AdHoc Count Mobile Solution Implementation Delivery PO and Non-PO: created Non PO BU Bar code on Receipt Delivery document Non PO creates a Receipt Delivery doc Ability to capture delivery confirmation using employee badge scan Information stored on Receipt Delivery Inquiry Mobile Solution Implementation Add Oracle Mobile Solutions Bar Code Scanning Signature/Badge EmplID capture Express Issue Item Stock Inquiry Count: Guided Count, Count by Location, Count by Item Mobile Solution Implementation Mobile Solution Implementation Device Selection and Requirements Rugged – Has to handle rough treatment, drops, bumps Must be HTML 5 compliant without additional cost Easy to Manage and compatible with Mobile Device Management software Include 2D Barcode Scanner attachment Mobile Solution Implementation-Device iOS – iPad/iPod/iPad Mini Pros Cons Familiar platform Durability -- screens get cracked often Significant App support What size do we choose Usability Scanner attachments require coding on device via Apple iOS SDK Scanning from camera is slower and also requires coding on device Mobile Solution Implementation-Device Android Pros Familiar platform Significant App support Usability Android OS is more simple to adapt to Enterprise based on Motorola's success Cons Android devices have saturated the market -- which device would we choose? Durability? -- with so many devices which one is the most durable With so many apps there is concern over quality of the apps Mobile Solution Implementation-Device Mobile Solution Implementation-Device Drop specifications - Multiple 4 ft./1.2 m drop per MIL STD 810G O/S Android 4.1.1, Enhanced with Enterprise 2D Barcode Scanner attachment Rubber Bezel to increase Shock-Protection AirWatch Device management Provides AW Browser and AW Launcher-securing access Expense Issue Return by Item Solution Challenges and Objectives Opportunity to meet specific business goals Pre Mobile Solution Workflow Define Requirements Post Mobile Workflow Expense Issue Return by Item Solution Strategic Goals – Process Improvement Initiative Increase Efficiency and Timeliness in the Procurement and Inventory Process by Implementing a Mobile solution for Issues/Returns and related process changes in the Operating Room. Expense Issue Return by Item Solution Pre Mobile state Manual picks not updated in system Manual returns not entered in system Additional effort completing Cycle Counts to correct item on hand balance System order lines canceled when stock qty physically available Return Workflow inconsistent Expense Issue Return by Item Solution Requirements Provide a Mobile transaction that will allow items from the OR and other departments to be returned to Inventory. Use with existing component and PeopleCode logic Expense Issue Return function for Department returns Use with Motorola ET1 device Ability to use Bar Code Scan Search by Item ID or MFG Item ID Expense Issue Return by Item Solution Main menu Expense Issue Return by Item Solution Header section Inventory BU defaults from User Preferences or is entered manually. Distrib Type entered manually or by scan CCHMC has custom logic defaulting the GL BU based on Distrib Expense Issue Return by Item Solution Middle Section PeopleSoft Item ID scanned from bar code or manually entered. Display Item’s Descr254 Display MFG Item ID as Default and as Searchable field Tab from field will trigger Fetch Display Item default Putaway location. Allow user to change. Display Item default STD UOM. Allow user to change. Expense Issue Return by Item Solution Third Section -List of items to return Cursor moves to Return Qty after Item fetch Add “Item” Push Button, to add additional row Expense Issue Return by Item Solution Item Added to list Option to cancel item, change qty, or UOM Cursor returns to Item field for next item Expense Issue Return by Item Solution Error Handling Warning message-Qty exceeds 99 Expense Issue Return by Item Solution Receipt Created Expense Issue Return by Item Solution Display returns to a new Receipt Entry transaction Expense Issue Return by Item Solution Development Collaboration with SmartERP Developed Demo for Proof of Concept User Approval of Defined Requirements Created Test scenarios Included Usability of Device Expense Issue Return by Item Solution Testing Iterations Core Users involved Focus on Module Device Expense Issue Return by Item Solution Testing Device usability Feedback and Collaboration with End Users and DeskSide Mobile support Resulted in improvements to device usability and end user workflow. Defined Best Practice Play! Expense Issue Return by Item Solution Additional Evaluation and Analysis of OR Return Workflow Provide accessible location Label area Aggregate supplies Educate staff on process-Surgery & Inventory Develop workflow using scan & drop Expense Issue Return by Item Solution Expense Issue Return by Item Solution Expense Issue Return by Item Solution Using bar code scanner, items are Returned and Issued Expense Issue Return by Item Solution Lessons learned and Outcomes Take advantage of Existing Weekly OR In-service training meetings for communication Positive Collaboration between OR Management and SCM Team Collaboration improved Adoption of Solution Expense Issue Return by Item Solution Lessons learned and Outcomes Improve physical organization of Supply OR Returns Cart Aggregate supplies by type-reduced number of steps and transactions Don’t be afraid to pull the trigger Spend time up front working through device mechanics-with the End user teams-More play and then GO! Expense Issue Return by Item Solution Goals Met Improved Inventory Accuracy Improved Workflow Reduced product Return time and eliminated duplication of effort Expense Issue Return by Item Solution Lessons Learned – Project Review Include all Stakeholders in Business Analysis and Requirements gathering Builds Ownership, Adoption and Success Enhance and Support Compliance Develop usability matrix Track Issues and improvements with devices – to include environment and hardware Include “testing” in device workflow Mobile Solution Implementation Questions? Contacts Theresa Kaser Lead Business Analyst, PeopleSoft SCM/FIN Cincinnati Children’s Hospital Medical Center [email protected] Matthew Tewksbury Director Sterile Processing & Periop Supply Chain Cincinnati Children’s Hospital Medical Center [email protected] Duke Otoshi Supply Chain Mobile Consultant SmartERP [email protected] Jason Addison Supervisor Periop Supply Chain Cincinnati Children’s Hospital Medical Center [email protected]
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