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    Mechanising FunctionMechanising Function

    Product DevelopmentProduct Development

    Time and Action CalenderTime and Action Calender

    July 2009

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    1.1. What does Merchandising mean?

    The word MERCHANDISING evolves from Merchandise (meaning: the commodities

    and goods that are bought and sold in business)

    Hence merchandising is a function resulting in sale and purchase of goods at the

    agreed price, at the agreed date and of the agreed quality. Merchandising function

    involves all activities directly or indirectly linked with procuring and selling of goods,

    planning and monitoring.

    1.2. What is a Merchandiser expected to do?

    A merchandiser is expected to perform the following roles and responsibilities.

    All communication, information flow throughout the order cycle (with buyers

    & with departments within the company and vendors) from receipt of order to

    final shipping of goods.

    Costing negotiations (with buyers and vendors).

    Detailed production planning and monitoring (i.e. preparing Time & Action

    calendar closure of T&A with buyer and vendor).

    Approvals on fabrics and accessories.

    Order tracking and monitoring ON TIME shipment status

    Monitoring material utilization for every order.

    Ensuring all products meet the specified testing parameters as laid down bythe buyer / customer.

    Approval on fabric quality, color, shade banding and also approval on trims.

    Coordination between various departments (such as fabrics, sampling,

    purchase, production, quality assurance and logistics) for smooth execution

    and timely delivery of orders.

    Capacity planning for the season (in coordination with the productiondepartments)

    In some cases merchandisers are expected to supervise design and

    development activities as part of the account management of strategic

    customers.

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    1.3. MERCHANDISING PROCESS FLOW AN OVERVIEW

    UNDP Page 2 of25

    RECEIVEDESIGN

    INDICATIONSFROM

    BUYERS(styling&

    fabrics)

    DEVELOPDESIGN

    RANGE

    PRESENTATION

    DELIVERY&PRICE

    CONFIRMATION

    RECEIPTOFORDER

    PRODUCTION

    PLANNING

    RAWMATERIAL

    SOURCING

    SAMPLEAPPROVALS

    FABRIC&TRIM

    APPROVALS

    TESTING

    PRE-PRODUCTION

    MEETING

    PILOTRUN

    CUTTING

    SEWING

    FINISHING

    PACKING

    SHIPMENTAUDIT

    SHIPMENTTRACKING

    PRODUCTDEVELOPMENT PRE-PRODUCTION PRODUCTION LOGISTICS

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    2. PRODUCT DEVELOPMENT

    2.1. Introduction

    The apparel industry is dominated by numerous small to medium sized businesses and

    product development is vital to the survival and success of any business whatever its

    size or type of production. The future of textiles & apparel depends on companies

    adding value to their products and/or services. Companies need to understand the

    product development process and to control quality and costs.

    Larger organizations may have departments devoted to the research and

    development of products or design departments who are constantly producing new

    products and ranges. However the product development process is just as important

    for smaller organizations and SMEs.

    How can this section help?

    You will gain a full understanding of the product development process

    You will be able to plan a development process suitable for your company

    needs

    You will be able to strengthen your teams awareness and understanding of

    other department needs

    You will be aware of ways of reducing development and company costs

    You will become aware of ways of improving customer service

    You will find ways of minimizing risk factors and quality issues

    2.2 Product development cycle

    The owner/manager or the technician often carry out the development or designprocess. Innovation and creativity are necessary for any business to move forward

    and take advantage of prevailing market conditions. The increasing use of computer

    aided design and manufacturing has helped all types of businesses to speed up the

    process of product development and to do this more cost effectively.

    The process of product development varies from textile context. The development

    process covers a wide range of diverse products from new fibers, fiber blends, new

    yarns, fabric structures, finishes and surface effects and all types of made up

    UNDP Page 3 of25

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    products such as knitwear, hosiery, cut and sewn garments, household products and

    technical and medical products.

    Despite the diversity of textile products the development process is similar for all

    and the process has been transformed by the increasing use of CAD/CAM, computeraided design and computer aided manufacturing. These enable new ideas and effects

    to be reproduced on computer and tried and tested in a most cost effective and

    visually acceptable way.

    The product development process can be splits into three main phases.

    Phase 1 - Covers the development of the initial concept or design idea through

    to its approval by the customer and full review / risk analysis by the

    development and production teams.

    Phase 2 - Covers the process following acceptance of the first prototype

    sample and includes the functions of sourcing and ordering components,

    testing the product and carrying out trials.

    Phase 3 - Once the finalized product specification has been drawn up, the

    third and final phase commences. This includes a range of activities that are

    carried out before large scale or bulk production can begin. This final stage

    includes sourcing production capacity outside the home producer/developer

    where this is applicable.

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    Initial product development and design

    Activity Performed By Output

    Research and review

    market trendsDesigner

    Fashion and Color

    Forecasting

    Create line by brand,

    color, theme, store setDesigner Season Line Skeleton

    Communicate

    range/color/ theme palateDesigner, Merchandiser

    Range Planning and

    Identification

    Receive & discuss

    corporate strategic

    information

    Executive Director,

    Business Manager

    Seasonal Targets and

    Goals

    Develop financial line

    plans and reconcile with

    corporate plan

    Executive Director,

    Business Manager

    Investments and

    Dividends analysis along

    with product strategy

    Communicate all product

    line selections

    Business Manager,

    Product Manager,

    Operations Manager

    Product line Identification

    and assortment

    UNDP Page 6 of25

    Product /line

    assortmentreport

    Receive &discuss

    corporatestrategic

    information

    Communicate all

    product lineselections

    Developfinancial line

    plans andreconcile withcorporate plan

    Research& reviewmarkettrends

    Createline bybrand,color,

    theme &store set

    Communicaterange/color/

    theme palate

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    Final product development process

    UNDP Page 7 of25

    Concepts&

    MaterialsApproved

    Develop initial

    productspecifications

    Select &consolidate

    common raw

    materialsacross

    divisions

    Executedesign

    concepts

    Ensure productalignment betweentarget consumers,brand strategies

    Review/approve raw

    material optionsfrom vendors

    ProductEngineering

    Inputs

    No

    Research &develop

    rawmaterials

    Investigatepreliminary

    sourcing

    options

    Researchnew vendors

    to support

    corporatesourcingstrategy

    Vendorreport anddatabase

    Helpprovide

    raw

    materialoptionsfrom

    vendors

    Yes

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    Activity Performed By Output

    Product Engineering

    InputsProduct Technologist

    Manufacturing cost and

    time reduction

    Execute design

    concepts

    Designer, CAD, Product

    Technologist

    Providing outline to

    design concepts

    Review/approve raw

    material options from

    suppliers

    Product Manager,

    Merchandiser, Designer,

    Product Technologist

    Decision on the raw

    material sourcing

    options developed

    Ensure product

    alignment between

    target consumer,

    brand strategies

    Executive Director, Business

    Manager, Product Manager,

    Retail & Sales Manager

    Final product

    identification

    Research & develop

    raw materials

    Merchandiser, Sourcing

    Executive

    Development of raw

    material and supplier

    database

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    Manufacturing Package

    UNDP Page 9 of25

    Design labelingand packaging

    samples

    Determine /selectbill of materials

    Determine iteminformation, price

    tickets & sizes, targetcosts, units, required

    delivery dates

    Identify target vendorsbased on research,

    prior performance andsourcing strategy

    Product engineering

    concepts

    Send productspecification/ pack

    to vendors

    Decide how &where

    products

    should besourced

    Pre-costProduct

    Product raw material,Specs and initialCosting sheets

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    Activity Performed By Output

    Design labelling and

    packaging samples

    Product Manager,

    Merchandisers, Product

    Technologist

    Product presentation decision

    Determine bills of material Merchandiser Product specific raw material

    details

    Determine item information,

    retail price, target costs,

    units, sizes, delivery dates

    Business Manager, Retail &

    Sales Manager, Product

    Manager, Merchandiser,Commercial Manager

    Complete product sales

    information

    Identify target vendors based

    on research, past

    performance and sourcing

    strategy

    Product Manager, Operations

    Manager, Commercial

    Manager, Sourcing Executive,

    Merchandiser

    Shortlist vendors for the

    identified product

    Product Engineeringconcepts

    Product Technologist

    Details on garment

    construction specificationsand manufacturing

    requirements

    Pre cost Product Merchandiser Estimated Product costing

    Decide how & where to

    source products

    Merchandiser, Sourcing

    Executive

    Decision on order placement

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    2.4 Market Research

    Before product development can start it is essential to carry out market research to

    find out what the market wants. There are both internal and external factors to be

    considered which will affect potential markets and products. Social, economic and

    political environments can all have an influence. Factors closer to home such as

    competitor activities and company policy may also have an effect. Market

    information gathered from trade shows, trade journals and market reports is also

    important. Salesman samples are also one of modes to carry out research to

    understand market pattern.

    Every business decision made by the company is affected by a no of factors. The

    below chart is a representative of the various factors.

    UNDP Page 11 of25

    NEW PRODUCTS

    SOCIAL INFLUENCES

    FASHION TRENDS

    ENVOIRNMENTAL FACTOR

    INTERNATIONAL

    LEGISLATION

    THE

    COMPANY

    COMPETITION

    GOVERNMENT

    LEGISLATION

    FINANCIAL ASPECTS

    CONSUMER

    CONSUMER SPENDING

    POWER

    TECHNOLOGY NEW PRODUCTS

    SOCIAL INFLUENCES

    FASHION TRENDS

    ENVOIRNMENTAL FACTOR

    INTERNATIONAL

    LEGISLATION

    NEW PRODUCTS

    SOCIAL INFLUENCES

    FASHION TRENDS

    ENVOIRNMENTAL FACTOR

    INTERNATIONAL

    LEGISLATION

    THE

    COMPANY

    COMPETITION

    GOVERNMENT

    LEGISLATION

    FINANCIAL ASPECTS

    CONSUMER

    CONSUMER SPENDING

    POWER

    TECHNOLOGY

    FINANCIAL ASPECTS

    CONSUMER

    CONSUMER SPENDING

    POWER

    TECHNOLOGY

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    2.5 Calendar for planning activities

    The entire year can be divided into 4 basic seasons. The duration, no of seasons andthe names of the season differ from customer to customer, however pre-dominantly

    there are four seasons in a year as stated below.

    Spring

    Summer

    Fall

    Holiday

    The shipping calendar months for each of the seasons work out to be as follows.

    Spring shipping in the month of October, November & December and thus sale

    of goods in January, February & March.

    Summer - shipping in the month of January, February & March and thus sale of

    goods in April, May & June.

    Fall - shipping in the month of April, May & June and thus sale of goods in July,

    August & September.

    Holiday - shipping in the month of July, August & September and thus sale of

    goods in October, November & December.

    The development calendar starts approximately 45 60 days prior to the order

    confirmation. The lead times vary from buyer to buyer depending upon the nature of

    product being sourced. For Example a ladies fashion garment (with beading &

    embroidery) will have a higher lead-time than a mens solid shirt.

    The key activities performed during product development calendar are as below

    Concept Visualization - Receive design indications from buyer. Indication on

    trends, future fashion forecast, colors etc are received. The Productdevelopment team also puts together a design collection by themselves based on

    their experience and forecast.

    Design Presentation - Design presentation is made to buyer. In this

    presentation new sourced fabric, designs, colors, garment (for new styling) are

    presented to buyer. Generally the garments presented are called as TAILORING

    SAMPLES. The basis of selection of styles and fabric qualities / colors is based

    on an indication of product required for a particular season.

    UNDP Page 12 of25

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    Buyers pick up designs and style allocation is done. Meaning to say that all

    designs picked up are now associated with a style.

    Desk looms, prints, blankets, sample yardages and lab dips are developed withthe mill based on buyers advice. In most of the cases buyer sends across a

    pitch sheet depicting the color combinations required.

    Pitch Sheet this is a document which provides all information regarding the

    print / design.

    In case of a print this sheet provides the print size, repeat pattern, and

    the colors being used for each individual design on the print. The color can

    either be specified by Pantone color shade numbers or by small fabric

    swatches.

    In case of a yarn dyed fabric the pitch sheet details the design repeat

    size and the colors being used in warp and weft.

    The lab dips, desk looms, blankets, sample yardages are sent to buyer

    for approval. This process may take 1 round or more based on the design &

    color accuracy of the submissions.

    Garment and fabric performance tests are also done as specified by

    buyer.

    Standard setting of sample yardage is a very important procedure.

    Whenever there is a new fabric being developed, the defect standards as

    apparent on the sample yardage should be logged with the buyer. There are

    certain characteristics of all fabric and certain defects that cannot beavoided; such defects should be logged with buyer.

    Development Spec Package - While the fabrics are being developed and

    reviewed by buyer for approvals, simultaneously spec packages for the garment

    styling are received from buyer. These spec packages have the garment sketch,

    measurements, construction details, trim details and specific requirement (if

    any).

    The spec packages are forwarded to factories for development of

    samples.

    Initially a rough proto is made on a substitute fabric (fabric with similar

    count, construction and weight) to evaluate the fit, construction and

    workmanship on the garment. These rough proto samples are generally

    approved by the buying office quality auditors and are sent to customers

    only when there is specific request for the same.

    Once the rough proto sample is approved, a Proto sample is made on actual

    fabric and trims.

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    The Proto sample is accompanied by a T&A and Costing

    T&A (Time and action calendar) - the T&A sent to buyer at this stage is a

    general T&A developed for one season. Since each of the seasons has 3

    months, this T&A states the delivery schedule considering 1st week ofeach month, and hence is a general T&A for the season.

    The costing advised has to be very accurate as this is the costing at which the order

    is confirmed. Only in case of a drastic change in styling or fabric is the costing

    revised at a later stage.

    Line Building And Line Review this is the date on which the buyer decides on all

    the styles that are to be selected for a season. On this date the buyer reviews

    samples from all sourcing countries along with T&A and costing and the final

    assortment for the season is planned. The final assortment has all details style,fabric details, garment cost, delivery schedule, order quantity, sourcing country

    and factory. This assortment sheet is sent out to all vendors to confirm the

    orders.

    Once the actual delivery dates and costing are confirmed with the buyer and

    the vendor, a Fabric commitment / Purchase order is received from buyer.

    FC (fabric commitment or Purchase order) is a legal document confirming the

    order.

    Handover To Production Merchandising on receipt of a fabric commitment the

    style is handed over to the production merchandising team.

    2.6 Fabric development procedure

    Fabric development procedure is the key activity in the product development cycle.

    The fabric development procedure involves the following steps.

    Sourcing of new fabric designs / prints and qualities based on the indications

    for the season. The product development team does this activity. The team

    studies forecast, trends, and indications as received from buyer to develop a

    design range for presentation to buyer.

    The prints and designs as selected by buyer are then sent to mill, to

    accommodate the changes requested (if any). The details are sent to mill in

    the form of a Pitch Sheet which has the design artwork and the color

    details.

    UNDP Page 14 of25

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    The mill submits lab dips (for solid fabrics), desk looms for prints and yarn

    dyed fabrics along with sample yardage.

    Lab dips and desk looms are required for approval on color and design.

    Sample yardage is required to log with the customer any potential problems

    that are foreseen in bulk production of the fabric. The sample yardage is also

    used for testing purpose and for making the PROTO samples for line review.

    While developing the lab dips, desk looms, sample yardage the product

    development team has to work closely with the mill and set up a T&A to

    follow up the activities with the mill.

    The lab dips and desk looms and sample yardage as submitted by mill are

    reviewed by the product development team for color matching, print

    registration, design layout and repeat and hand feel before sending the same

    to buyer for approval. This is a very critical activity as a lot of time is lost is

    achieving the desired color & print or design pattern as required by the

    buyer and hence requires active follow up and monitoring.

    Testing of fabric is also a very important activity. The product development

    team should make sure that the fabric adheres to all the testing

    requirements as laid down by the buyer. In case the fabric does not adhere

    some of the testing requirements, this should be made apparent to the buyer.

    While doing so the product development team should make sure that similar

    substitutes or options which pass the testing standards are presented to

    buyer so that there is a choice available for selection of fabric / design etc.

    All limitations with regards to fabric quality print and color should also beconveyed to buyer along with options. This enables buyers to take a rational

    decision while doing the Line Building and Line Review for the season.

    2.7 Vendor - Buyer Interaction

    During the product development cycle the interaction between vendor and buyer is a

    very important since lot of information regarding the design, color, fabric quality,

    garment styling, T&A and costing are exchanged. This information is very crucial asit is the basis on which fabric and style developments are done.

    Hence the communication should be crisp and precise. It is observed that

    communication in the form of charts and formats is easy to understand and record

    rather that lengthy e-mails or telephonic-conversations.

    Some tools that can be effectively used to communicate information are as follows

    Development track report

    Lab dip / desk loom submission forms

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    Time & Action calendar

    Cost sheets

    Development track report this report provides a detail on style, fabric, sample

    yardage / lab dip/ desk loom exit and approval due dates, trim and sample status,

    Costing advised and remarks. The remarks column should list down the fabric andsample limitations if any.

    A Development Track Report is available in the Annexure. This report covers all the

    above stated details however; the report may differ from buyer to buyer considering

    the information that the buyer wishes to review.

    Weekly updates of this report should be sent to buyer to communicate the status

    instead of lengthy e-mails.

    Lab dip / desk loom submission form this is a form which should be used while

    sending out the lab dips / desk looms for approval. This Form is available in the

    Annexure.

    This form has details of Buyer, Season, Design name, Fabric details (count,

    construction, GSM, cuttable width, fabric price, submission date, approval due date,

    comments column (to be filled by the colorist who has reviewed the color / design)

    Colorist a colorist is a person who is trained to review colors under different light

    sources. To become a colorist, one has to pass a Munsel Test.

    Product Costing

    Product costing is a very important activity and utmost care should be taken while

    advising the costs to the buyer. The costs advised should be very accurate so as to

    fit into buyer targets also should provide the vendor with adequate profit

    realizations.

    A sample cost sheet is available in the Annexure, which presents the componentsthat should be taken care while costing a product.

    CM cost this should be calculated based on operating costs / SAM (Standard

    Allowed Minutes). SAM of garments are derived by Industrial Engineering

    department

    2.8 Performance monitoring tools

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    Performance of the product development department / team should be monitored on

    the following parameters.

    Design selection Efficiency (for a season) total new designs selected

    expressed as percentage of total new designs developed.

    Design development lead time (for a season) lead time taken for strikeoffs / desk looms development

    Lead-time performance number of designs developed ON TIME expressed

    as percentage of total number of designs developed.

    Design selection efficiency (%) = Total new designs selected in the season X 100

    Total designs developed

    Lead Time efficiency (%) = No of designs developed on time X 100

    Total designs developed

    UNDP Page 17 of25

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    4.3.3. Time and Action Calendar

    A Time and Action Calendar, or T&A in short, is something that captures several

    work steps, the deadlines for completing the work steps and the actual time when

    the steps were completed. Hence it is a tool for monitoring all work steps within the

    order cycle time. Since the T&A also captures the actual date of completion of work

    steps, it is also used to calculate the delays in work steps and analyze their

    subsequent effects. The work steps are mentioned in the sequence in which they are

    expected to be completed.

    In short, the T&A captures 2 main concerns of buyers, merchandisers in buying

    offices and manufacturers:

    Are we on time?

    Are all work steps happening the way they should?

    4.3.3.1. Building a Time & Action Calendar

    Some of the key points that one should analyzed before building a Time and Action

    calendar as below. These points are very critical, as they will ascertain the

    effectiveness of the T&A.

    Identifying critical path there are multiple steps involved in execution of an

    order, from order receipt to the final shipment. It is essential that out of these

    multiple steps, the critical path be identified. The activities within the critical

    path are crucial in the sense that a delay in any of the critical activities will

    delay the whole process (perhaps missing the delivery date). On the other hand a

    delay in non-critical activities may not impact the delivery.

    Identifying activities that can be overlapped it is important to know the

    activities, which can be, performed parallel to each other (overlapped). A very

    simple example is Fabric and Trim sourcing. These two activities can be

    preformed in parallel to each other. The important thing here is to ascertain the

    activity, which takes the longer time, as this now becomes the critical path.

    UNDP Page 18 of25

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    Networking - it is often assumed that T&A is like a linear chain, however the

    actual calendar is a network with diverging and converging tasks. This means that

    one task can trigger multiple parallel tasks and completion of multiple tasks can

    lead to one task. Hence it is important to chart out the network of activities to

    be able to determine the critical path and the critical activities.

    Setting due dates for the activities it is a common practice to set the duration

    of each activity in number of days. There is a problem area here:-

    Firstly, it is often not clarified whether those days are working days or calendar

    days.

    Secondly, apart from the weekend there are numerous other holidays, which do

    not get accounted.

    Hence it is prudent to create ones own calendar with holidays built-in and then

    generate realistic due dates in time & action calendar.

    Case 4

    Let us now analyze the above points by means of an example. Some of the critical

    activities involved in execution of an order are taken into consideration in this

    example. Also the time and action calendar has been worked backwards from the

    delivery date and lead time for each of these activities has been assumed as per the

    chart given below:

    Activity Description Duration Dependency

    A Delivery date Determined by

    buyer

    B Production start 30 days prior to

    delivery date

    Order qty,

    production capacity

    per day & factory

    capacity.

    C Fabric in-house

    date

    5 days prior to

    Production start

    Production start

    dateD Trim in-house date 5 days prior to

    Production start

    Production start

    date

    E Fabric Order date 60 days prior to

    Fabric in-house

    Fabric lead time &

    approval

    F Trim order date 45 days prior to

    trim in-house

    Trim lead time &

    approval

    G Fit approval date 20 days prior to

    Production start

    Production start

    date

    H Fitting start 30 days prior to fit

    approval

    Fit approval date

    UNDP Page 19 of25

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    I Order confirmation 2 days prior to

    fabric order date

    Let us now give dates to the above activities to be able to visualize the Time &

    Action calendar and draw the critical path.

    A 30th Dec 2009

    B 30th Nov 2009

    C 25th Nov 2009

    D 25th Nov 2009

    E 25th Sep 2009

    F 10th Oct 2009

    G 10th Nov 2009

    H 10th Oct 2009

    I 23rd Sep 2009

    The above illustration clearly defines the critical path and also enables us to

    ascertain the activities, which can be performed in parallel. The below analysis can

    be done from the illustration.

    Activity E falls in the critical path since fabric lead-time is the largest.

    Activity F & H can start simultaneously but are not in the critical path. This does

    not mean that they are not important OR with out completion of these activities

    (represented by D & G) the goods can be produced, BUT it only means that a

    small delay in these activities will not impact the delivery date.

    NOTE in case activities D & G are delayed beyond C, the delivery date will be

    impacted.

    As per the above example all activities D, C & G need to be completed in order

    to proceed to B.

    Similar to the above example a detailed Time & Action calendar can be developed

    which includes all activities that are preformed during the entire order cycle. As

    explained above, it is important to ascertain the critical path (especially when the

    T&A has numerous activities).

    Also, by creating a critical path chart we are able to know the dependency between

    activities. A copy of T&A calendar is available in the Annexure.

    UNDP Page 20 of25

    A B C E I

    D F

    G H

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    4.3.3.2. Types of T&A Planning

    Broadly speaking, there can be 2 ways in which a T&A can be planned

    Backward planning this is the most common approach. Here the delivery date is

    fixed (as specified by the customer) and all other activities are backward

    planned from the delivery date. By doing so we can ascertain the date by which

    order confirmation is required, to be able to meet the required delivery date.

    Hence, by planning the T&A in this manner, we ascertain the deadline date for

    completion of each activity so as to make the shipment on time.

    Forward planning in this case the entire time line is forward planned from the

    date of receipt of the order.

    Let us go back to the earlier example to understand the difference between the two

    methods of planning.

    Backward planning Forward planning

    A 30th

    Dec 2009 A 30th

    Dec 2009B 30th Nov 2009 B 30th Nov 2009

    C 25th Nov 2009 C 25th Nov 2009

    D 25th Nov 2009 D 10th Nov 2009

    E 25th Sep 2009 E 25th Sep 2009

    F 10th Oct 2009 F 25th Sep 2009

    G 10th Nov 2009 G 23rd Oct 2009

    H 10th Oct 2009 H 23rd Sep 2009

    I 23rd Sep 2009 I 23rd Sep 2009

    As you can see from the above, there is no difference in the critical path of the

    T&A. However dates for some other activities have changed. In all the highlighted

    cases the activities have got advanced in the forward planning as compared to

    backward planning.

    The backward plan provides the last date / deadline date by which the task

    needs to be completed in order to be able to maintain delivery.

    Hence the backward plan help monitoring the order, as the user is always aware

    of the deadlines that are to be met. The task could be started earlier and could

    be completed earlier, as long as it is completed before the deadline date the

    delivery is intact.

    This method of monitoring the order serves a very handy tool especially if there

    are large no of orders to be executed, since it is more important to know the

    deadline dates which will impact the order delivery.

    4.3.3.3. Use of software to create a Time & Action calendar

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    More and more companies are using moving towards use of software in order

    management. Here are some of the features and benefits that good software should

    offer.

    Consistent fundamental principals the software should be based on logic and

    mathematics that does not change from person to person and is constant in its

    functioning. This eliminates the possibility of individual variations and errors.

    Automatic analysis if timelines in case of several activities being delayed the

    software should automatically calculate the total delay and should also be able to

    throw an alert on the activities that will be impacted due to these delays. Hence

    the software should be able to highlight the potential future delays & problems

    well in advance so that adequate action can be taken rather that firefighting

    once the delay has already occurred.

    Automated messaging and reminders of activities to the people involved in

    the order the software should automatically fire off reminders and warnings

    about specific activities to the concerned people. Not only that, based on rulesthat are defined in advance the reminders should start getting generated earlier

    that the actual due date of the activity. Say for example; the reminder should

    start getting generated 3 days prior to the due date of the activity. Also once

    the due date for an activity has passed and the task has not been completed

    (which means it is delayed) the software should be equipped enough to send out

    messages to concerned superiors, thereby ensuring pressure o complete the task.

    Clearly defined responsibilities the software should be programmed in a

    manner that the responsibility of each activity is clearly defined right from the

    start. This rules out any ambiguity of who is to do the task and hence the entire

    process becomes much more transparent. Real time information and reporting working on software would mean access to

    real time information for all people involved. This means that, at any given point

    of time the software would enable the concerned people to know the exact

    situation of the order. Further since the software captures all that data that is

    fed, in terms of the actual dates on which the activities are preformed, the

    system should be able to generate numerous reports such as - % of on time

    shipments, % of delayed activities, order status (qty, PO no , shipment dates

    etc). All these reports can be generated for multiple vendors / factories thus

    enabling comparison between them.

    Easy access since most of such systems are being designed either to be

    internet-based or internet compatible, it is possible to log in from any location

    and updated status as well as keep track of the events in the orders that one is

    working with.

    Improved effectiveness and higher productivity due to its automated

    reminders, clearly defined responsibilities, the software should improve the

    effectiveness and productivity of people using it. Easy access to information also

    reduces the time that is wasted otherwise in getting the information.

    A copy of a software-generated T&A is available in the Annexure.

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    4.3.3.4. Challenges in Implementation of software

    In the adoption of a computer aided T&A tool, the weakest link is human. No

    matter how well the system is programmed to respond to alerts etc, it is the people

    who feed in information into it and use the information produced by it.

    In case the people using the software lack commitment to update the system or lack

    understanding of how to use the information that system is generating, the

    effectiveness of the system is lost.

    Hence, before implementation of a system the management should have clarity of

    how it has to be implemented and what can be done with it. Implementation of

    software may require a change in the work culture, and the management should be

    aware of the same before going ahead with it.

    Another weak link is processes. It is often observed that most organizations do not

    have a well laid down process for execution of orders. Even two people catering to

    the same customer may be working in their own ways.

    Hence standardization of processes is very important before implementation of

    software.

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