Posts

Ticket Triage for Plex ERP: How Small BA Teams Decide What Gets Fixed First

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It is 7:40 am on a Monday morning and your inbox already has four Plex problems in it. A supervisor at one plant cannot print labels. An accountant at another company cannot close last month's books. Somebody - you are not sure who - reports that "Plex is slow." And a text message from a plant manager says a workcenter stopped recording production two hours ago. Four tickets. One of you. Which one do you touch first? If your answer is "whichever one I saw first" or "whoever is loudest," you do not have a support process - you have a reaction process. The fix is an old idea borrowed from emergency medicine: triage . This article covers what ticket triage is, why it pays for itself in a Plex ERP environment, the five-step pass I recommend for every incoming ticket, and the specific challenges that hit small Plex business analysts who support more than one company, in more than one location, at the same time. Listen to the podcast version of this post:...

Stop Searching, Start Seeing: The Visual Plant Floor in Plex ERP

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Every plant has the same scavenger hunt. A job is waiting, a part or a tool is not where anyone expects it, and somebody burns fifteen minutes walking the floor to find out what is actually running, what is down, and what changed since the shift started. Lean has a name for that walking and searching: waste. Motion that adds no value, multiplied by every shift, every day. Plex ERP has a screen built to end the scavenger hunt: the Visual Plant Floor . It is exactly what the name says - a visual map of your plant floor, drawn inside Plex, where every workcenter sits in its real position on the layout and changes color with its live status. If you run Plex and have never opened it, you are sitting on one of the most practical screens in the system. A map that breathes Each machine on the floor gets an icon in its actual spot on the plan. The icon's color is the workcenter's status right now, using the same status language the shop floor already speaks: Production, Idle, Setup, Pro...

Why Learning Plex ERP Navigation Is the Make-or-Break Skill for ERP Adoption

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ERP implementations don't usually fail on the software. They fail on Monday morning, when a new hire logs in for the first time, stares at the launch page, and quietly decides to keep using the spreadsheet. I've watched this happen for years. The system goes live, the consultants leave, and the people who actually run the plant get about twenty minutes of "here's how you log in" before they're expected to be productive. What follows is predictable: workarounds, shadow spreadsheets, tribal knowledge that never makes it into the system, and data nobody trusts. Here's the uncomfortable truth: adoption is a navigation problem before it's anything else. A new Plex user who can log in confidently, find their launch page, read the navigation bar, search for a record with the % wildcard, sort a display grid, and save a favorite is a user who will actually use the system. A user who can't do those things by the end of day one will route around the system by...

Your Tool Crib Is Telling You Something: Cycle Counts as an Early Warning

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A year ago, I wrote about setting up cycle counting for supply items in the Plex ERP tool crib . We covered why counting a little throughout the year works better than doing one large annual count, how to set up counts in Plex, and the basics of ABC classification and assigning ownership. That post focused on how to count . This one is about what the count results can teach you. Listen to this post When the Counts Start Drifting You set up the cycle types, define the parameters, and get Plex Mobile scanning. Counts happen on schedule—and then the same variances keep appearing. A few carbide inserts are short. A drill index is over. The differences aren’t huge, but they keep coming back. The first instinct may be to count more often. But if the same items repeatedly drift in the same direction, counting more frequently probably won’t fix the cau...