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精益管理：最佳运营实践-目视管理慧朴管理概况主要业务立足工程建设行业，为行业价值增值提供精细化管理和精益建造培训课程、管理咨询、信息系统等产品及服务。公司愿景致力于研究、发现、推动和实现工程建设行业的价值增值，成为最受行业欢迎的合作伙伴。部分客户中国工程企业精细化管理和精益建造解决方案提供商2企业运营管理最佳实践BestOperationPractices“BringingWorldClassExecution”CustomerTimelinessTarget::2DaysBaseline:Actual:Target:12PMBaseline:Actual:ProcessIssues/Comments:•PrimaryIssueistheunexplainedvarianceeachdaybeginningwith10/18whichequalstheamountshownasNetSettlementontheZD10screen.NeedassistancefromFDRtoresolveissue.SpokewithJoyChloupekatFDRandsheadvisedthatFDRisresearchingtheproblem.•Duetounstablenatureofbalancingandtheunknowns,itisdifficulttotrain/transitionthistotheassociatewhoissupposedtobehandlingthebalancingonadailybasis.Accuracy321111111111024681010/910/1010/1110/1210/1310/1410/1610/1710/1810/1910/2010/21Y1:#DaysBetweenPostingDatetoReconciliationDateTarget:$1.0kBaseline:Actual:413400001901,7151,3072,2902,25201,0002,0003,0004,0005,00010/910/1010/1110/1210/1310/1410/1610/1710/1810/1910/2010/21Y2:$ofUnidentifedVarianceinDailyCardholderBalancing($ShowninThousands)131411101011101010101016161011101016160510152010/910/1010/1110/1210/1310/1410/1610/1710/1810/1910/2010/21X1:TimePaymentReportReceived(EasternStandardTime)AlbOrlTimeliness•Conversionvarianceof$413.0kduetoPaymentFilesPostedformorethanactualCPCdepositamount.DonothaveadequatelevelofdetailstodeterminereasonforOOB.Requestamounttobewrittenoff.•DailyunknownvarianceonCD121began10/18.Cumulativetotalasof10/25is$17,409,438.12.RepresentsNetSettlementAmountonZD10Totals.•CPC抯doingGoodJobwithpreparationofPaymentReports关键指标（时间、质量、成本和风险管理）gProcessDescription:ProcessCustomer:CustomerValidRequirement(s):OutcomeQualityIndicator(s):Processand/orOutcomeIndicatorsCheckingMisc..InformationProcessControlChartsOutcomeIndicatorChartsCheckingItemControlLimitsSpecs/TargetsWhattoCheckFre-quencyWhentoCheckRespon-sibilityWhoChecksContingencyPlanActionReq’dforExceptionInclude:AbbreviationsProceduresRemarks,etc.Rev#DateRevisionDescriptionByApprANDPositionStep/TimeProcessManagementSystemPaymentSuspense“Should-Be”ProcessForPaymentSuspensePaymentSuspense(CD029-taptranssuspense;CD053onlinepayments&adjustments(Ps);CD053nonclearingitems(Fs)Willhave3separateWorkQueuesandonesuspenseledgerPaymentrejectsloaddirectlyintotheunpostedpaymentsqueue(CD029P)LeeLocustsupposedtobeautomatingtheJE:Debit:CashCredit:PaymentSuspenseledgerIfagoodC/Haccountisfound,clearitemusingPCmethodAutoJE:Debit:PaymentSuspledgerCredit:C/HA/RDidclearingentryrejectduetobaddata?ClearingentrypostsautomaticallyanddropsoutofWorkQueue1or2ClearingentrythatfaileddoesnotJE;itreassignstherejecteditemtoanon-clearingqueueIfitemcan'tberesolvedafterXdays,reassigntheitemtoanotherWorkQueueDonebyselectingtheG/Lclearingmethod(suchas,tosomethingakintotheexisting122-09).MusttoamanualJEtomovebetweensuspenseledgers.PaymentsontapetransmissionthatrejectfalltoCD029PaymentspostedmanuallythatrejectfalltoCD053Paymentrejectsloaddirectlyintotheunpostedpaymentsqueue(CD053P)WorkQueue1WorkQueue2NonmonetaryadjustmentsthatfailedCD053AutoJE:Debit:CashCredit:PaymentSuspenseledgerNote:ThePaymentSuspenseledgerisacombinationofitemsinthesequeuesTHATPRODUCEJ/E's.CD029rejectsandCD053PrejectsarepartoftheTB.CD053F'smustbeexlcluded.Non-clearingrejectsloadintonon-monetaryqueue(CD053F)WorkQueue3NojournalentryIfagoodC/Haccountisfound,clearitemusingPCmethodDidclearingentryrejectduetobaddata?YESInthiscase,itsimplyrecyclesbacktoQueue3ClearingentrypostsautomaticallyanddropsoutofWorkQueue3AutoJE:whateverwasintended(ex:DrLateFeeIncomeCr:C/HA/R)AnyNSFrejects?ReassignusingG/LTransfertoNSFsuspenseworkqueue(mustdomanualJE,too)YESResearchitemsinWorkQueue3Y1=#ofItemsNotResolvedAfterXDaysY1=0ItemsWorkQueueDailyY2=$ValueofEachItemNotResolvedAfterXDaysY2=0$’sWorkQueueDailyY3=#ofNSFRejectsY3=ORejectsNon-MonetaryQueueDailyAFCAFCAFCY1-Y2Y3CPC最佳运营实践必须由定义非常好的关键指标和标准来驱动3企业运营管理最佳实践BestOperationPractices“BringingWorldClassExecution”DailyBoardDailyBoard-Anomalies-DayWhathappenCauseActionTargetdateResp1234567891011121314151617181920212223DATE:Nº:DESCRIÇÃODAANOMALIAOURECLAMAÇÃO:AÇÕESIMEDIATASTOMADAS:OBSERVAÇÃO:ANALYSIS:AnomalyWhy?Why?Why?Why?Why?Why?Porquê?ProbableCausesORIGEMRESP.TARGETDATEFINALCOMMENTSANDAPPROVALAREARESP.:CORRECTIVE/PRVENTIVEACTIONDATEAnomalyReportAnomalydescription:Consequences:Comments:Immediateactions:DailyBoardDayTargetResultTargetResultTargetResultTargetResult1234567891011121314151617181920212223Total0000Data-DailyBoardKPI2KPI3KPI4KPI1周报告异常报告例外和异常日纪录每日KPI数据收集和实施曲线图最佳运营实践包括基于事实的日常管理…日常管理模版4企业运营管理最佳实践BestOperationPractices“BringingWorldClassExecution”每周信息版：在这个部分所有的表现报告被经理们每周公布，其目的是为了让所有成员都知道并参与到挑战中沟通&行动：在这部分版上你可以看见关于商业目的、战略及挑战的所有信息团队成绩：在这个部分我们应该报告团队在这周取得的成绩每天（日常）运作版最佳运营实践要求确保每个人知道现在发生什么…5企业运营管理最佳实践BestOperationPractices“BringingWorldClassExecution”每周信息版：在这个部分所有的表现报告被经理们每周公布，其目的是为了让所有团队成员都知道并参与到挑战中每日信息版：为了让所有团队成员去追踪结果而显示的当日表现的图表每日关注：在和他的团队成员开会后所有经理及主管必须公布为了达到目标而要在当天采取的行动最佳运营实践包括日常控制及给每个团队的信息…6企业运营管理最佳实践BestOperationPractices“BringingWorldClassExecution”敞开式的工作环境使工作流及团队工作变得容易通过走动实现管理：经理和主管与所有的团队成员融合在一起，为了最大限度的实现组织的潜能而象教练及领导者一样工作最佳运营实