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Digital Document Workflow Opens Options



Doors, ornate and every-day, metal and wood, are what Steves & Sons have been all about for 147 years. The Texas-based company's reputation for excellence and reliability was earned in part by staying abreast of the latest manufacturing technology. Yet despite its meticulous packaging procedures it found itself paying for damaged delivery claims. So the company turned to technology again, this time digital document technology, to provide an answer.

"Our doors are crated and loaded with care, yet they were arriving to the customer damaged," said John Andre, Steves' CIO. "Obviously, something was happening between our dock door and the delivery location. In the end, Steves was stuck with the bill. Fixing blame was not working. We needed to fix the problem."

Taking pictures of orders before shipping was the obvious solution. But Steves' six manufacturing plants employ 500 people, among them dozens of inspectors. Solving the damaged door dilemma would take more than handing cameras to all the inspectors.

The company considered installing fixed cameras on the shop floor, but needed the flexibility to use them anywhere and at any time in the plants. Steves makes 3.5 million doors a year, some of them worth thousands of dollars. Thousands of pictures would need to be taken each year at each of the manufacturing plants. Steves needed a system that would insure the right pictures would end up in the right purchase order folders, with the right documentation showing who took them, when and where. That same system would then have to provide instant access to all the photos to address any new damaged delivery disputes.

Andre's IT department was asked to build the system, and he turned to his software engineer, Tracy Rickman, for help. Their first job was to find the right tool to take the pictures. They considered using Motorola MC-9090 devices, which were already in use on the company's shop floors. The Motorola MC-9090 was doing its job just fine, but the $2,000 devices did not hold up well under the wheels of a forklift, and Steves needed to outfit a lot of inspectors with a lot of cameras.

"Several MC-9090s have been run over," said Rickman. "However, at a tenth of the cost of the MC-9090, you can run over a Galaxy Player and it is not the end of the world."

While the version of MC-9090 that Steves owned did not have a built-in camera, other Motorola devices had cameras at a similar price point as the Galaxy Player. Moreover, opting for the Galaxy Player also meant moving to a whole new mobile operating system to track the movement of goods through the plants and onto delivery trucks. But Rickman saw an additional opportunity in switching to the Samsung Player. It allowed Rickman to tie the manufacturing floor's records system into Steves' Laserfiche system, the document management software used by the company's office operations. For the past two years the software had been used essentially as an electronic filing cabinet, providing instant storage and retrieval of purchase orders, inventory, HR files and most other company records.

As he was installing and expanding access to the digital records repository throughout Steves' office operations, Rickman realized that there was much more he could do with the software, including tying it directly into the manufacturing process. When Andre tapped him to solve the photo inspections problem, Rickman knew uploading the door inspection photos to the records repository could be the first step toward integrating manufacturing operations with the rest of the company's records management system.

To get started, Rickman turned to the Software Development Kit (SDK) that came with the Laserfiche system. The SDK allowed Rickman to use a computer programming language called C# (pronounced "C sharp") to custom-write the code needed for the integration. Rickman wrote a mobile app, which was then downloaded to the Galaxy Players. That mobile app now allows inspectors to retrieve from Laserfiche the vital order information, called metadata, on each purchase order by scanning a barcode. The inspectors' pictures of the doors are then attached automatically to the purchase order file and stored in Laserfiche.

"Being able to directly access the underpinnings of Laserfiche using C# was very important to us," said Andre. "It gives us direct access to the software's components, and now our inspection photos and the metadata flow right into it."

The damaged door dilemma has been resolved, and that solution has opened Rickman's eyes to other areas of Steves' manufacturing where the SDK might streamline things. Steves builds doors for high-end homes and big box store shelves out of steel, fiberglass and wood. It receives individual purchase orders for hundreds of wood doors that can be milled in minutes from in-house inventory, as well as single-unit orders involving custom-order components from specialized suppliers. Steves' manufacturing floor and its staff need to be flexible and fast to accommodate all comers, with some orders being almost completely automated while others can involve painstaking handcrafting. Each step of every order is carefully choreographed so there is a record of workers and metadata involved should questions arise later, as was the case with the damaged deliveries.

That documentation is now handled by an ad hoc combination of paperwork and computer records that get filed piecemeal into Laserfiche after the order ships. Andre and Rickman are now designing mobile apps to automate the record keeping in much the same way as the inspections problem was solved.

"The mobile applications will be happening company-wide in the very near future," said Rickman. "We do have workflows that we will do, but to date we have 13 Android mobile apps that have been created and more are on my list."

As the workflows get built, Rickman also plans to deploy additional software that will allow factory floor staff to receive orders digitally and continue to erase paper from the process.

"It is just another area of many on Steves' manufacturing floors that will be improved by mobile technology," said Andre. "With these kinds of efficiencies and automation, after 147 years, it is assured that Steves' best years lie ahead. Mobile integration with our Laserfiche system is quite literally changing the way we do business."

Laserfiche is a provider of electronic records management (ERM) and enterprise content management (ECM) software solutions.

Authored by Chris Wacker, Executive Vice President, Laserfiche

For more information contact:

Chris Wacker

Laserfiche

3545 Long Beach Blvd.

Long Beach, CA 90807

800-985-8533 / 562 988 1688

chris.wacker@laserfiche.com

www.laserfiche.com

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