Streamline Operations and Improve Efficiency with a Digital Toolset
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Video Transcript

well welcome everyone uh thanks for joining us uh you’re logged in to just to make sure you’re in the right place

uh streamlining operations and improving efficiency with a digital Tool Set uh this webinar is hosted by the ntma tech

team uh and featuring Pro Shop and uh focused on Machining so thanks for joining uh we’ve got a few people still

streaming in but I think we might go ahead and get started Paul uh you want to go ahead and

uh do a few introductions yeah sure well hi everybody my name is Paul I am one of the co-founders here at Pro Shop and uh

it’s great pleasure to to also have Justin Quinn from focus on Machining here today so uh welcome Justin and

thanks for uh doing this with us yeah absolutely I think uh this is a a good topic and uh many shops you know looking

to approve technology and just efficiencies other than the actual shop

floor so this will be good yeah awesome well I like to start uh the webinars

that we participate in with sharing our mission statement because it’s so important to us um and that is uh we

deliver powerful manufacturing software by deeply understanding our clients challenges in order to meaningfully

improve their businesses and Inter their communities and hopefully we can show how that actually and hear from Justin

the impact uh you know we’ve had on their business and all the technology

stuff that he’s adopted uh and I know Justin’s shop is growing and hiring people so there’s the direct Community

impact so it’s pretty awesome stuff so uh yeah do you want to sort of take it from here Brian and yeah yeah

thank you and I I apologize I forgot to introduce myself I’m Brian Anderson I’m with Pro Shop as well uh nice to meet

everyone today and and uh and hope hopefully we’ll find this really useful we’re going to uh talk about the story

of focus on Machining and and a little bit of Justin’s background uh and then

discuss the uh the benefits of uh Justin moving into paperless kind of what drove

him into uh needing to move into a more digital world and and of course uh you

know how all of that transpired uh we’ll talk about some of the impacts that uh

that he saw and of course the results when uh uh everything is all said and

done and we’re here today where we are now and and uh we get to see some pretty cool data on

that um so let’s go ahead and get started uh Justin you want toh take a few minutes and and talk about a little

bit of your history and focused on Machining yeah so um many of you may already kind of know my background a

little bit but uh I took over focus on Machining in 2016 um before that I was

in the banking industry and and before that I was in the the military as an aircraft mechanic so um I got out of the

Air Force got my degree in finance worked in banking and while I was in banking I really miss the camaraderie of

the military and kind of the the hard work you know blue color type nature um and I really found that in manufacturing

I had a handful of customers in manufacturing and every time I visit them I just it really really reminded me

of of the the kind of people I’ve really enjoyed working with so um I went on a a

journey for about a year and a half trying to find a shop to buy and uh came across focused on Machining uh and like

I said we we took it over in late 2016 um and I’ve been running it ever

since then um uh focus on Machining was a member of ntma before that um I I

obviously continue that membership um and I’ve really gotten involved in ntma both locally and at the national level

um I’m the past president of the local chapter I’m the current vice president as well as trustee

and uh I’m on the ntma tech team as well as the ntma nominating team so I I serve

on multiple boards uh both locally and nationally at uh ntma and then uh the

the one thing that really spurred this this uh podcast was uh we won the technology of Excellence award last year

and um the application for that award was really about how implementing technology has really improved our our

business um which we’ll discuss here throughout the podcast but really implementing a couple softwares uh you

know getting those softwares to work together uh with each other um and then just really streamlining a lot of our

front end processes in the shop uh using technology awesome that’s great for

those congratulations little more about Justin Aubra dropped it into the chat but um I interviewed Justin on my

podcast oh last year I guess now um so you can really hear a deep dive on his story so

check out that congratulations on the award that’s that’s pretty awesome that’s that’s

great yeah so so let’s let’s chat for a few minutes about uh you know really

what sent you down the path uh you know one of the things we talked about before

uh just kind of behind the scenes was your initial intent wasn’t specifically to get into a paperless environment you

had some other sort of motives there you want to kind of talk about that yeah so it wasn’t um you know when I took the

shop over it was it was like a lot of shops where you know it was Excel based

um email driven and that was pretty much the extent of software inside the shop

everything was a created form whether it was PDF or Excel um and those forms were

printed out handwritten on uh as well as the blueprint and and then we would go

from there uh very paper heavy driven um you know where that job packet would

start as a handful of pages and grow to 10 15 20 30 pages by the time the job

was done and then we would scan that on the back end and then that was our historical record was that scan document

um and so you know when I first took over the shop I was it just I I I

quickly hated the process of printing out a form and handwriting who the customer was who the part what the part

number was how many were making material um um you know just that whole

process of printing out those forms and and filling them out manually and so that’s what really got me interested in

systems uh which in turn you know led us to being paperless um today um and and

that started uh with a just a simple Erp system you know back in early

2017 um where we we purchased uh an industry standard kind of simple Erp

system and it it did a lot it got us you know much farther down the road from where we were but there were still a lot

of things lacking um so we operated that system for a while um and then um while

we had that system up and running we implemented paperless Parts um and that’s where we do a lot of our quoting

and estimating um and then um a few years after a couple years after that uh

is when I met Paul and uh really started learning about prosop um I had a desire to you know

further Implement technology into the shop floor um we were ISO certified uh

which I wrote myself wrote the manual again a paper binder you know everything printed out um and I really wanted to

get as9100 certified but I just I I wasn’t willing and ready to stomach

doing that manually and that’s how I honestly came about phoshop uh

discovered them through searching you know as9100 Erp um and and Paul and I

did many sessions back then Paul I don’t know if you remember or not but uh I I was highly skeptical honestly um you

know I was like this just is too good to be true it can’t do all these things and so Paul was kind enough to do many many

training sessions with me uh Dem uh webinars and demos and and finally

pulled the the trigger on Pro Shop um and it’s it’s been fabulous ever since prosop is really what took us to a

complete paperless in environment with integrated quality um you know we were already paperless on the estimate side

with paperless uh but now the two systems actually integrate with one another which is fantastic so we’re

we’re taking our estimates which occur on paperless Parts importing them into prosop um and the entire process is

paperless and digital yeah and I’ll I’ll just chime in

and say you’re you were it was prudent to be to be skeptical uh there’s a lot

of uh claims out there in the Erp World um and oftentimes Unfortunately they

don’t come to fruition uh quite the way that uh some vendors say they will so

yeah we’re always happy to be put through the paces as much as possible

so yeah and it it strikes me that uh uh you didn’t actually reference moving in

this direction due to customer needs I mean it sounds like a lot of this was driven just from from you wanting to be better organized and have more

visibility and you know cut down on errors and all that kind of stuff is that a fair fair statement or did you

also have uh some of your customers coming to you and saying hey we need this we need that and you weren’t able

to provide them with that kind of service no I would definitely say it was much more internally driven um you know

I I had a strong desire to grow the shop and increase customer base increase throughput and when I looked at our

processes and what it took just to process one po or one job you know it

wasn’t a scalable operation I mean I I could have had a whole staff of office people just to create a job packet um at

the size we are today so mostly internal um but I would say as we as we got

integrated um in a little deeper with ISO and now as9100 um yeah customers are

are really pushing the envelope on on what’s required and we’re we’re very

well capable of meeting all those demands today um cmmc coming down the pike is is another one that um is is

putting a lot of demand and pressure on shops and um you know using using um RP

to help manage that process is is really going to help us achieve success with cmmc uh not only on the audit side but

with the customer satisfaction side so again just having everything integrated into a digital Erp system it just helps

in so many of those areas right right right yeah so it’s it’s kind of the the idea that if you

have a vision uh it’s it’s easier to organize your thoughts easier to organize uh the things you need to look

at and kind of uh moveing in a direction and versus uh really understanding like

you said you kind of mapped your process and and realize that it just wasn’t at

all scalable and uh being in a digital environment changes that pretty

dramatically yeah yeah it’s um you know as see in few slides here we’ve grown

pretty significantly and we’ve done that with fewer office staff than we had back

when I first took over right right yeah yeah so let’s talk

a little bit about that that process uh kind of you know relating what it was uh versus what

you’re able to realize working in a more digital environment obviously we have a few bull bullet points here uh but a few

few of those key things are are are really cutting down on the the errors uh that that happen in the process um being

able to capture data and move it along from from one step to the next so uh uh

you know everybody knows what’s going on it’s not just one person that has the tribal knowledge so to speak uh and and

and even just you know how how does that equate into higher throughput in the office I mean usually when we think

about a manufacturing environment a lot of us don’t think about throughput as something that happens outside of the

shop floor but but indeed it does and so you know how how are you able

to really see that that that change in terms of um being able to throughput

more with the same staff uh and and even not just throughput more but do it do it in a in a way that was more beneficial

for the rest of the organization yes so it uh you know starting at the quoting process you know

our our process before software was literally print out all the prints

um and and write down the quantities the customer is requesting on the prints and then walk those through the shop and

talk to the experts and say Hey you know this part it’s made out of stainless steel they want 10 of them you know how

long is it going to take to make these what’s your setup time how many Ops you know what’s what’s your run times uh and

we would do that we you know we did that until we implemented paperless and uh and of course that brought up a lot of

notes that never got captured right it’s like oh yeah we can do that in four Ops

five minutes per but we’re going to need this tool we’re going to need this gauge we’re gonna need this this and this and

it was just a conversation it was like oh okay yeah well I’ll remember to order that when the order comes through well

you never you never remember remember those things and and then the parts get made and they go to Quality and you’re

like Hey where’s that gauge we said we need it oh let let me go ahead and order that and and overnight it and spend you

know spend $120 to overnight it and it’s a it’s a $60 gauge kind of thing so um

right that that was the process um with with implementing paper lless you know

now and it was very um let’s see what’s the term here we would do it in chunks

right so we would print off that package and get that whole package pushed through the shop and then and then do the next one um it w we weren’t able to

multitask and work on many things at the same time whereas now in our digital

environment we’re uploading those request to our paperless Parts um we’re we’re

laying out the entire quote package so every line item is a part number we can

you know you can see what quantities are there um the system kind of Auto builds

the the basic router for us so it you know it includes a programming op it includes um a couple manufacturing Ops

um inspection shipping um um it accounts for part marking and it does that all

automated based on how the part is set up with a couple clicks of the button so first off just

setting up the quote is is much easier you know we’re we’re Auto emailing

things over and just Auto building those quotes and then what we can do is take quote and Pac mail it right we can tag

and and chat with people that need to be involved so we’ll reach out to a meil programmer and say hey look at this I

need I need this one specific thing from you I need you to what how long is it going to take the program or I know with

four Ops and here my setup times what’s the I know my run time should be about this what’s the breakout or send it to

Quality hey any tools we need for this job and that all happens at the same time right so instead of taking that one

piece of paper and going to each location now all of those communication channels are going out at one time and

the individuals are doing their tasks and sending them back um so it’s it’s really shortened the time frame that we

can generate quotes and and build that data and then they’re able through the chat and note features able to put those

things in there hey we need to purchase this thread gauge or you know this is pretty tough material we’re going to

need we’re going to need to put extra money in this job for some special tooling um so all those things are now

captured digitally which once that happens then they’re flowing into the Erp system and we’re taking action on

them at order entry and not on the back end when we need the tools yeah that’s that’s great I mean

you know it’s it’s definitely one of those things where you’re not you’re not

replacing the uh the the technical knowledge and the skill set of people on

your team you’re just utilizing them much more efficiently and being able to document it in a very clear and fast way

so you can benefit from uh from all that information for the throughout the entire Project without having to to

revisit it reent the wheel you know at every step along the way so I think um you know when when people think about

automating things or digitizing things uh there might often be a sense of uh

hey you know that might take over my job or something like that and that’s really not what you found it’s it’s much more

about giving giving everyone on the team better tools to get from point A to point Z for that project yeah and I

think I think the natural thing for shops is you know the quicker you can respond to quotes and the better you can

serve your customers it’s going to bring more business so even if you’re not in a growth mindset doing these things and

being more efficient and more responsive and more you know more reactive to your customer needs it’s gonna it’s going to

allow your shop to grow so even though you might not have that on your mind um you you’ll you’ll soon realize that now

that you’ve cleared some of these bottlenecks up the workload just kind of fills back up to the Top If You Will um

and and and the same amount of people are going to be able to do more tasks right right yeah and we all we all

know that oftentimes certainly in some Industries the first one to get that

quote in that looks reasonably within the price range was is going to get that order so I’m sure you’re winning more

business because you’re quoting so much more quickly yeah I couple question indries now that are like that and it’s

uh it can be tough to manage but uh but yeah the faster you can go the more more work you can you can

do yeah and so I had a couple other questions so you mentioned like the old

way where you would try to remember the thread gauge and you wouldn’t and you have to expedite it do you have any kind

of anecdotal um numbers for how much money you’re now saving by not having to

expedite and overnight things nearly as often yeah uh so we this been a handful

of years since we’ve done this but uh I I went through I spent uh at the end of

one year maybe three four years ago I went through our tooling cost and that kind of dived it up and it was you know

let’s I don’t remember the numbers let’s say we spent $15,000 on cutting tools as a total maybe 7500 of that was the

actual tool and the rest was was red red shipping or UPS so it was it was a one

for one um expense and just by being organized we

were able to cut out almost all of those expedited shipping options um which you

know put so much money just back in the bank at the shop and we still expedited a few things here and there but it

wasn’t the normal it was right it was uh it was a pretty drastic change same with material you know we’re yeah we’re now

you know some of the interesting things I used to always just purchase material and say yep we’ll take this as soon as

possible because it was it was chaos in the shop and we just wanted to have everything on hand because you never

knew when a job was going to get pushed back because we didn’t have what we needed and and now I’m able to actually

tell my vendors hey here’s a PO for this but I don’t need this for three weeks please don’t deliver until this date um

and so material is arriving much closer to the need date for the job than it used to help cash flow yeah yeah and

then can you also elaborate on this this part going from quote to PO to work order in a couple of hours versus a many

days you know for those that are still in a paper process like what what

practically changed you know uh to be able to do that yeah so I I remember

before we had um Pro Shop when we were on our other Erp system or even before

that you know now now the bigger the PO the more excited I get right like I

don’t get too excited over small P anymore but back then it was the opposite like the bigger the PO I was

like oh my Lord like this is going to take me a week just to get all of this

organized and and create the job packets fill out all the forms um and

now it really you know I can process a 10line item

po let’s say it takes me so I yesterday I processed three brand new POS brand new part numbers new to the company

never made them before I did all three of them within an hour and that was receive po get a PO into the into the

Erp system um create the the job uh information send it to Quality for to

start bubble the print and purchase material so I did this for all three POS within an hour three three POS uh uh it

was three POS four line items so not not drastic but yeah if that was three POS

and 30 total line items it maybe would have taken me an extra 20 minutes so

it’s it’s really not a lot more work based on the size of the PO you

know a a p a single line po might take me 20 minutes or a 10line PO might take

me 30 so it’s it’s very scalable because it doesn’t it it you know the SI the

amount of time it takes doesn’t exponentially get larger with uh the line items on the PO it’s it’s pretty

much a PO takes this amount of time and maybe add a couple minutes per line item

so uh yeah yesterday you know like I said we received three POS in um uh

going all the way back to the quote I want to say we spent maybe 30

minutes I’d say 20 to 30 minutes per quote um and these were three different

quotes as well so you know adding it all up from quote to P I’d say well within

two hours an hour and a half all of this work was done quote po work order you

know quality was bubbling the print and material was already on order right yeah

and I know I mean you’re obviously pretty small lean front office team so there’s communication is really easy I

know I’ve heard the same scenario in bigger organizations ations where they

you know get a customer po they literally print print it off and you know it goes to four or five different

people’s desks for confirmation and contract review and risk assessment and

it could literally be you know three four days later where it finally shows back up somewhere where they can start

issuing work orders um and uh so it’s I think this problem is exacerbated in

larger companies um to an even greater degree y yeah and the only things we’re

printing off are those little box labels that’s right that’s basically our traveler now I you know that’s my after

everything’s in the system we print off a box label that has a part image if it’s not itar has has the information on

it quantity and must leave by date um and that gets printed put in a sleeve and that’s the traveler that travels

throughout the shop and just kind of identifies material um you know just stays with the the job uh throughout the

shop yeah because obviously that traceability is is critical well let’s let’s dig in here and talk a little bit

about the flow of data from paperless Parts into Pro Shop can you kind of walk us through that yeah so the screenshot

on the left there is a snapshot of paperless parts and that’s basically what our estimates look like um up above

where you don’t see in this image is like the customer information part number uh you know a digital image of

the model um some of that customer specific information but then we get straight down into materials right what

material is it um and then on the left or on the right of this you’ll see all the the numbers the costs uh the pricing

Etc but really it’s laid out very similar to our Erp system and so we’re

you know we’re quoting for our programming time um our our our machine

time both setup runtime our outside processing these parts have some laser engrave and then we’re quoting for

Quality so that’s another another thing that we never used to capture we would never quote time for inspection um which

you know everybody knows that that’s usually where things really get slowed down and where you know you might make a

simple part it might get on and off that machine quickly but it might sit in quality longer than it was on the

machine so quot uh estimated or putting pricing in on on quality has really

helped us as well um and so once that’s done obviously send that to the customer

uh they sent the PO and then um we will facilitate the order through paperless

parts so we will go in and say hey this quote was ordered um and if you know if there’s any changes to what we sent we

can make those adjustments on the ply let’s say they order one more piece or or you know they they we give multiple

lead time options generally so we might make an adjustment based on when they they need it um so once we facilitate

that order uh we have an integration dashboard built in um and and and

paperless and and prosop have really worked together to make this um feature

available so it’s um it’s basically CSV coming out of uh paperless Parks

integrating into Pro Shop into an estimate and then in proos shop we take that estimate turn it into our part um

and then once we have everything built out um then we create the PO bring the part in and then We’re Off to the Races

so that that middle image that’s a just a quick snapshot of our integration dashboard um and like I said every time

we facilitate an order through paperless Parts it shows up on the integration dashboard we can then import that into

prosop um and then once that’s done I build out uh I build out the part level and what I mean by build it out as you

can see in our quote it’s pretty rudimentary it’s it’s really all the things that are happening on the shop

floor but inside Pro Shop is a lot more steps that really help us ensure things

flow smoothly so our first operation is always manufacturing planning right we always will sit down and discuss every

new job uh actually we go through every job and sometimes we just say oh NOP it

really runs great no changes you know run run like it did last time uh but we go through every single job and we meet

about it we talk about it and then it goes into our programming steps um and then we actually are having a step for

CMM programming um we have our our uh pre-processing checklist there so that’s

all kind of the contract review steps um I have a step in there to um you know

make sure that the Box label is printed and given the quality make sure that the

the files are uploaded um that’s where we’re queuing our work for purchasing so

we’re setting the status on our our materials which then cues purchasing to go purchase those um we’re doing a tool

check make sure we have all of our tooling that we need any special tooling we need um and then there’s also steps

in there for Quality they go in and bubble the print um and they’re adding um so there’s a

third software here that we haven’t discussed where we upload our blueprints into the software it auto bubbles them

for us automatically creates the inspection plan per bubble note we are also importing that into Pro Shop and

that generates our inspection plan uh for that part number which then in turns

our our quality and flows through to the as9102 so um so yeah once once the order is

generated it’s imported into Pro Shop I think it takes maybe three button clicks to do that um I go through into paper

lless uh excuse me prosop another few button clicks and I have my part built out um I might be copying some notes

from one to the other um and then once all my parts are built then I’m in

importing the PO as well so that’s an import um I’m going through my checks on the PO uploading the file of the PO and

and and then we’re generating the work orders in prosop and then that’s where all the purchasing steps are generated

from there I love it and the the Keen eyes will notice that some of these times are

different but this is after running this job a few times and you made some TW some tweaks to your targets or whatnot

right correct yeah and that’s another thing really nice about Pro Shop is you know being in a digital environment when

my machinists uh when they get done with OP one or they get that first part they

get an automatic popup that says okay what was your cycle time what was all this information and when they input

that information it updates Pro Shop real time so I can I can easily see you

know where we estimated the part at versus where it actually ran uh at and if it’s if it’s better fantastic if it’s

worse that gives us the opportunity to go and discuss and say what’s going on here is is there is there a tool we can

purchase is there something we can actively do to help achieve the estimate time that we quoted it

awesome and then I know we wanted to share this quote here um you want to elaborate a little bit on this yeah so

um you know one of the big challenges of running a shop is just the little details that get missed you know

especially up front in the office where you’re interacting with the customers um they are constantly giving us

information about things that are needed that might not be on the print or or

like I said earlier where we’re talking with quality and to say hey that need they needs that that gauge um and and

really we’ve come down to the environment now to where the only time we miss something is when when it gets

missed up front estimating um you know when we when we didn’t recognize that we didn’t have that gauge um we didn’t we

didn’t factor in that we would need a couple of end mills for this job instead of just the standard you know one per

job kind of thing so um if if we ever miss something it’s because it got missed in estimating but our secondary

step is that manufacturing planning step and that’s where we catch anything we do

miss at estimating and that’s the first step in the process so as soon as that work order is generated it populates

onto our Manu uh it populates onto a report that I built um and so once a

week twice a week depending on what the workload is like we sit down with a team and we go through that report and

anything that does not have a manufacturing planning Che step completed generates on that report so we

go through uh we look at it we look at the notes that were generated during quote um and then we add you know if

there was anything missed if we did miss that gauge that’s where we catch it right before it hits anything and so um

we may have missed to that estimating but at least we’ll get it ordered and it’s not going to delay the job

right on that’s great yeah yeah I estimated for many years so I know the

the uh potential to miss something because there’s so many details to to figure out yeah and you’re always up

against the clock right I mean nobody ever says here’s a quote please take four weeks to get this done you know

it’s it’s usually can I get this tomorrow can I get this in two days three days and it doesn’t seem like

there’s ever enough time to to do quote so it’s it’s always kind of a rushed

environment and and it’s it’s understandable to know that some things would would get missed and we should

just minimize them the best we can uh we’ll be all right so yeah let’s let’s kind of switch

gears a a bit and and talk about you know how all of this filters down I mean

obviously at the at the front end we we uh we we know that that the the the more

information we can share from step to step the easier things get the more visibility you have but when we move to the shop floor uh you know it’s it’s

very common to say well you know if I’m a machinist I I have what I need and I and I sit up my machine and and uh uh

make my parts and you know that’s what I do all day but uh in reality there’s a lot of opportunity moving from a

traditional paper based system to provide uh a lot more information to the

shop floor and then of course that equates to um uh throughput improvements and uh and just sort of

General uh General visibility improvements you you want to kind of share some of your experience with that

and what uh what your shop employees sort of have thought about the process yeah so our um you know our scheduling

process before Pro Shop um was a wall of bins on you

know a bunch of bins on a wall that had basically machine uh names on them and

so what we would would do is we would just take the Travelers and put them in the respective machine bin um and we

would prioritize front to back you know so the the the next job is the one in the front and the last one’s in the back

and uh just like you said you know so the The Machinist their their job was to to make make the parts and so their

their day-to-day was to you know get the machine up and running get the material

and once that job was done they would roll the card up to Quality and then grab the next job not knowing what the

next job was right they’d never seen it before so they the first time they’re looking at the job is when it’s time to

start working on the job which there’s a lot of lag time from last cut to first

cut on the next one with that environment there was sitting down looking at the print for you know 10 15

maybe an hour uh maybe they were program maybe they had to program it so now now

we’re going to program it while the machine’s not doing anything they’re going to go find their material um

they’re going to start looking at the tool list that are already in the machine changing out tools adding new

tools um so really they were they were only getting to the next job when they

were done with the original one which created a lot of downtime um so now having all of our

jobs scheduled in prosop to their respective machines our employees are

looking not only at their next job as they’re running the the job they’re currently on

but they’re looking even farther ahead than that they’re you know they’re they’re looking at the entire schedule

so we schedule every job as it comes into the machine shop and so they you know when we’re really busy that

machinist knows what he’s going to be doing for the next two months he knows every job that’s scheduled on his

machine for two months um and so that he can just start working through it where you know while he’s he’s running one

part he’s programming for for the next one he might go grab a cart um he knows exactly where the material is he knows

when it arrives um you know he can digitally visually see if the material is here or not so once it it is here he

might go grab a cart go grab the material you know maybe it needs to be cut maybe not um he might stage that at

his machine he can pre-build tools um you know he he knows what tools are in the machine he knows what tools he needs

for the next job so all of these things that are happening to get ready for the next job are happening while the current

job is running um we’re doing a lot of programming ahead um you know very

rarely is a part ever not programmed before it hits the shop floor where that used to be the norm you know it used to

hit the shop floor and then it would get programmed when it was time to run on a machine now you know almost every job is

programmed at at the time it’s on the floor or before it even gets to the floor so uh We’ve really gone

from um you know having a lot of downtime between jobs to as little as

possible to where you know that that cart’s being rolled up to Quality and as soon as he gets back to the machine he’s

loading tools he’s loading the program uh and he’s making his first cut pretty darn quick after that previous sh was

done brilliant yeah yeah yeah I think we all know what it’s like to have to uh rumage

through a stack of papers as you see on the left trying to find a little bit of detail versus you know being able to

just see it on on a screen and be and and even dive in if you need to get into

more detail than what you have in a simple report or dashboard view uh it’s really at your fingertips and and uh you

know a click or two away versus having to sift through 50 other jobs that are going to happen in the next two months

yeah and it’s it’s highly visual right like we might we might go through the planning stage and and we might call

that part oh that funky s- looking bracket right cuz that’s what just it looks like um and and so as the

machinists are at the schedule just looking through you know they’re not really recognizing what work order is

what or what customer or PO number is what but when they see that image like here on the right when they oh there’s

that funky s bracket we talked about two weeks ago I know exactly what what we need to do there so having those visual

images is is very powerful as well in the system and I think you told me a story

once where um you received an order and of course when the work order gets created if you Auto

assign it to the planners they instantly get notified and like you know the very

next like they were I think it was one of the F first times you realized that as soon as they get notified they were

they’re looking at the drawings they’re already starting their plan and the order was just put in minutes before

right yeah so we have we have dashboards in every Department here at at the you

know at the the shop and so uh so for us quality is really the next step after

the work order entry um and and currently I’m still doing the purchasing uh we’ve had people here that that did

purchasing in the past um but but once that that part is in the system and that

work order is generated instantaneously purchasing knows oh I’ve got demand I’ve

got to go buy this material and quality also knows brand new job brand new part I need to Bubble this so off often times

before I can get up off my chair and say hey we’ve got some new work you know they’re already well aware of it because

they can see it populate on their dashboard um and they’re they’re they’re working on it before and and now we’re

in the environment I don’t even have to say hey we got new work it just people know to work from the dashboards and

look at the dashboards and and we keep the pages refreshing automatically and

and and when they see something pop up they just get to it right when it’s uh there and um there’s no lag time I don’t

need to tell anybody to do anything it just it just happens do you feel like that do do you

feel like that change happened uh organically uh or or was it something that you really had to drive as uh as

how you wanted people to work within their within their individual roles uh there was definitely a little

bit and I wouldn’t call it drive but just early on you know where when we

first implemented Pro Shop and it was you know dashboard were new um I I I

would just walk through and say hey just remember check your dashboard check your dashboard um there were and I kind of I

would I would tell them early on hey new work you know go check your dashboard do your work and then I would slowly back

out of that to where I wouldn’t tell them and if I notice you know because I

can monitor the same dashboards here I have a big screen just right here that kind of monitors a handful of different

dashboards if I noticed something sitting in the queue uh early on I would go by say hey did you see that do work

oh no I didn’t check the dashboard and and so real quickly and this all happened you know within a few weeks

real quickly they got into the habit of just always check the dashboard and we have we have TVs set up everywhere so

it’s not like they need to go actively look at the dashboard um it’s on TVs

everywhere so as long as they just remember to glance up at it a couple times a day or daily um that’s that’s

all that we need to happen now and I wanted to I know we need to keep

moving along here but I also wanted to just ask you quickly about repeat jobs and the difference between a paper

process and a non-paper process I know that um it’s common that you know with

with paper Travelers paper setup sheets tool lists you know if that gets misfiled or lost or is now obsolete um

it can it can be a real challenge to try to figure out what you did last time and

try to you know do that again so how has that changed with the ability to like add digital pictures or videos or or

have that just no no no chance of things getting lost and having it be the latest

so uh a repeat job before Pro Shop sometimes was harder than a new job um

you know because like you said you’re you’re going through that scan file package and and maybe The Machinist

wrote a bunch of notes on the print of oh I did this and this or this is the obset this is what tool I use but uh you

know I I don’t know many machinists and I’m guilty of this that have have legible handwriting you know I I I don’t

have very good handwriting so not only does the handwriting start not that great but then you scan it and it gets

further degraded um and then maybe you know you were printing that scan file

out to give to them so it’s degraded one more time and and yeah before you know it you’re spending more time trying to

decipher for what you did last time um than it than it took to maybe set it up

originally and so now uh on a repeat job we’re documenting on the operation

inside prosop what all the notes are what what what the offsets are what the

steps are what we’re cutting our material to uh you know material lengths we’re taking images of that material in

aice what Vice we use um you know we’re we’re taking images after op one here’s

what it looks like here’s how we’re holding it um and all that’s uploaded into broch up on the operation so when

they’re on op one they can see all those images okay looks like last time we used a standard cart Vie with Mighty Bite

Jaws we’re just biting right into the material and cutting apart op two you

know maybe there’s soft Jaws or or maybe we’re we’re on thin Parts we’re clamping onto a fixture plate um uh it’s just

super easy to show that in a picture rather than trying to explain expl it uh

through language and and typing good stuff let’s um let’s uh keep

on schedule here uh talk you you already talked a little bit about the inspection process um can you just elaborate on

what that used to be using paper forms and what that work today so this was

another one where I was like there’s got to be a better way you know before that we would we would if we had a digital

PDF um I literally would go in Adobe and make a bunch of little red circles and

drag them to the dimensions and then make a little red number and drag that inside the red circle and that’s how we

created our bubble prints um and then we had an Excel form that we generated um

and so then I would take that bubble print and say okay number one diameter quarter inch plus or minus 5 thou

manually type that into the Excel spreadsheet under number one um and just create our inspection plan that way and

then that was a printed form that got printed out put into the job packet and then The Machinist would or quality

would input that data into the form and then scan it on the back end Etc Now

with uh with our Auto bubble software um and the auto generation of that

inspection plan that all happens with a few clicks of a button and um if if the

the bubble software um and and we use high QA just for everybody’s knowledge

um if it does it perfectly it’s really like three clicks of a button and we have that exportable uh CSV that we’re

putting into to protop every now and again they need to go in and adjust some things oh it it misread that

nomenclature on the print and and and we just make a quick change save it and

then we’re exporting so um and then we export that into uh proshop and our

inspection plan which is the image you see in the top left there is built automatically so you can see we’ve got

our Dimension tag um we’ve got the drawing description uh we got what

inspection equipment we’re going to use and then our tolerance known and when quality or the machinists are inputting

data it’s very visual it’s it’s green if it’s good it’s yellow if it’s close and

it’s red if it’s bad um and if it’s bad and red it automatically pops up an NCR

form we can fill out you know an NCR for that scrap part um and and then quality

is is handling those on the back end um but all this information is is done live

is done right at the spot of inspection um and then uh when we go to create our

quality packages on the back end this used to be such a pain um you know we would have to sip through the files find

the material Search print those out um find our inspection report print that

out or copy it um just build that package manually now we have a full

as9102 with with one click of a button we go to our inspection op we print

generate the forms it automatically pulls in our material search that we’ve uploaded when the C when our vendor sent

them to us it automatically prints our as9102 form with all of our inspection

data automatically prints any search from outside processing other than material automatically prints our CFC uh

and that’s all done with just one click of a button it packages that all together in one PDF so we’re either

emailing that to the customer or some of our customers like it printed put in the Box um so the the post quality packaging

of the the documents and search is really really simplified I love it that that is one of

the magic features in Pro Shop is this auto inspection package generation it

really can be a lifesaver awesome well let’s uh let’s get into into some actual real results

and metrics so do you want to walk us through sort of yeah these bullets here

so immediately after implementing uh prosop you know we saw 50% backtack

growth for two years um and then 30% in the third year um and so that that

really was facilitated like I said earlier you know just being able to respond to customers better having

having more knowledge on the shop floor getting things moved through the shop so we’ve we’ve really you know grown the

shop internally without adding a bunch of equipment um you know I essentially

have the same number of machines I do uh when I bought the shop uh We’ve upgraded

some of them so we’ve replaced old machines with new but I really haven’t added uh new machine count to the floor

so this is all internal organic growth through uh just being more efficient uh

we did add a shift in in uh this timeline so we we added the shift um

increased our you know man hours um in the shop but but this is all really just

just creating efficiencies throughout the shop and and how we’ve been able to grow through those efficiencies um and

one of the things I’m most proud of is the profitability um you know we really stayed consistent throughout those

growth years and uh I think a lot of companies and shops will know that in Rapid growth and time en Ms it’s really

hard to maintain profitability you know you’re you’re hiring like crazy you’re just you’re you’re just you’re just

making decisions sometimes just to keep up and uh those don’t always match with profitability so to grow that much and

stay profitable and consistent throughout that time is uh is something I’m really proud of um ontime delivery

has only improved um you know before before this digital environment A bad

month for us was you know 30 40% ontime delivery uh you know just normal shop

where everything’s on fire customers are screaming at you trying to figure out you know when their stuff going to get

done and you’re you’re telling One customer it’ll be a couple weeks but you’re making a job that another

customer is upset at and so it’s just a a pain in the ass environment to deal with uh but now now on a bad month for

us 70 you know just sub 80% um um is is

bad for us and we’ve had a couple months here this year where we’ve had 100% on time on time deliver I’d say we we are

are averaging pretty decently in the high 80s low 90s um but uh it’s not

uncommon to have 100% on time month either either

um and then yeah your last topic here you know we’re trying to so part of

going pro shop going full digital is just trying to up


I’m monitoring purchasing I’m monitoring quality I’m monitoring backlog I’m monitoring ontime delivery um and then

we walk into the other departments and we can see that wow quality has their own dashboard they they see work that’s

on the shop floor that’s not ready for Quality yet before it gets to Quality you know they know they can see it on their dashboard so showing them the

system and how it works and how how the shop uses it really gives them uh a sense of ease

because one of you know one of their biggest concerns is not whether we can physically make the parts or not but can

you deliver Quality Parts on time that’s what they’re trying to alleviate and I

think a lot of those uh concerns are alleviated once we show them our environment and how we manage the

process from beginning to end yeah I think that’s so insightful you know one of the things I’ve been

saying for years is that people in supply chain and quality they’re really in the risk mitigation business right

their their job is to make sure that they work with shops that are going to not mess up and not have late parts or

bad parts because that has such a huge ripple effect into their production process or launching Rockets or whatever

they’re doing and uh so yeah when you can instill that confidence that that you have really strong business

processes and systems that’s a very attractive proposition Y and it really you know

they’re they’re like Gatekeepers right they’re a lot of the big oems I’ve noticed are they’re more gatekeeper

mentality where no we’re not we’re not taking on new shops we don’t need to introduce any more chaos to our

environment but once you show to them that no this is how we operate man they are all about getting you rushed through

that system and and getting all the documents signed and you know getting all the information so they can start

sending your quotes yeah and then last time topic

before we get questions going so I guess if people do have questions great time to start putting them in the Q&A section

um you want to talk about uh your recruiting of employees and and how

that’s improved too yeah so um you know this this also has helped me step up my

game uh or move up the food chain if you will you know um as we’ve taken on more

OEM Aerospace work we’ve had a higher need for Quality Management people we’ve had a higher need for for more robust

programmers better setup machinists you know so we’ve we’ve actually hired a lot uh higher up in the skill chain uh when

it comes to both Machining and quality and one my quality manager actually um

he he came to us um he was looking to leave his existing shop and um you know

it was he told me after the fact that it was the systems that we had in place that that pushed him towards us um

obviously you know we had a good company um I think there were probably opportunities closer to his home but

being in the quality management role and the one doing the search and the inspections and all that you know he

knew what a pain in the butt that could be in a paper environment or a an Erp system that didn’t deal with quality and

when I showed him that here’s how you create your inspection plan and you just

upload this and you download and you import and then the search packet you just go to this operation you click this

button and here your PDF he was like knocked out of his chair kind of thing he’s like oh my God

like when can I start kind of thing like when can I get all life and just

have this be my environment so it’s it’s really helped us uh attract employees um and then the whole onboarding process

you know I have a a checklist of all the things we go through um we we cover safety topics I introduce them to the

team show them where exits are fire you know all these things that are checklist so we manage that in Pro Shop uh now so

I have U my my my checklist is saved in Pro Shop it’s basically an onboarding uh

task inside Pro Shop um and and so I just pull up that task we do all the checklist items and then the first thing

that they do when I release them to the floor is they go into Pro Shop and do training inside Pro Shop on fundamentals

how to get through Pro Shop how to navigate some other items dashboards um and then they’re off off and running and

that’s all manag digitally uh inside Pro awesome that I love

that that’s yeah that’s great and I I assume that uh it takes a little bit of Burden off of uh Personnel for

onboarding new employees as well they they can they can you know in in a little bit of a fashion sort of selfs

serve in terms of uh getting up and going yeah absolutely it’s you know when

we hire a new Young machinist um you know we will take them out and then kind of Buddy them up with a machinist on the

floor and it used to be to where the first couple days was the experienced

machinist showing the new guy or gal you know here’s here’s proot here’s how you

log in here or not proot but here’s the Erp system here’s how you log in here’s where you find this information so it’s

more just navigating the system all of that is now taken care of before they even get to the shop floor so now now we

get them on the shop floor and it’s like okay go ahead and log in Pro Shop they know what that means pull up your work

order they do they know what that means and they’re doing tangible tasks right they’re going to go gather material

maybe start building tools or start programming um that’s really the first steps when they get on the floor not

navigating the computer system well that’s fantastic that’s

fantastic goe yeah we’re getting right toward the end of our hour U didn’t didn’t really leave a lot of time here

uh for Q&A but of course if anyone does have any questions um we’re we’re here to help uh moving

into a digital environment a digital world can be daunting uh and uh If U you

have any questions about that feel free to reach out to us I think we have our contact information there po thank you there you go um so feel free to reach

out to us we’d love to help uh answer those questions and uh maybe even help you uh get on that path to a digital

transformation um thank you for uh the ntma for hosting us today we really do

appreciate it uh if there’s any other thing that we can help with again you know reach out to us and we’re happy to

do so uh as as soon as you need it yeah and thanks Justin for doing this today

and I appreciate you putting your email up here so you’re accessible phone number people want to ask you questions

um and uh it’s been it’s been an honor to to be a partner for you and watch you

through that crazy growth of the last several years so congratulations on everything you You’ done yeah thank you

thank you guys for putting this together and doing this along alongside me uh it’s been it’s been fun and just a real

quick plug for ntma you know if there’s any shops out there that are not ntma members or not maybe you are a member

but you’re not involved uh get involved get involved locally get involved nationally uh ideas like this are run

rampant at ntma meetings and uh it’s full of shop owners shop managers

talking about challenges solving you know figuring out solutions to those Paul I know you go to a lot of ntma

events um it’s such a great community of people and it’s all about helping shops

succeed and helping owners of shops and managers of shops succeed so get involved with ntma if you’re not already

yeah great call to action it’s such an incredible networking group and so supportive and collaborative and yeah

we’ve really immensely enjoyed being being part of it for the last few years awesome what think we need to wrap

up and say goodbye to everybody but yeah yeah thank you everyone appreciate all the time uh have a great rest of your

day uh have a great holiday season since that’s where we are right now and uh uh yeah hopefully we’ll chat soon all right

thanks everybody we’ll see


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