After Action Report
Project # 34769
Customer Name: Sandia National Labs – Lista Stack Cabinets
Sales Rep: Rick Jackson
What was the goal? The goal stated by the customer was to dress up the storage used by the Saturn Team so I could be used as show piece for the Saturn Project.
Quantity of Reorders (1) –Reorder was placed due to incorrect understanding of installation instructions.
What were strengths during this project? Why?
· Proposal. We spent the time to look at the products and material being stored. We recognized that there were safety issues that could be solved with pull out trays. We enclosed all of the storage to make their work areas appear better organized and managed.
· Design. We reorganized their storage based on access requirements and by special needs. Wet Storage, Tool Storage, Production Storage.
· Logistics. Product needed to arrive onsite before SNL year end.
· Implementation.
· Product. By using Stacked Cabinets versus Storage Wall we reduced the costs to the customer by 30%.
· Billing.
Areas of Improvement. Will this require process changes?
· Proposal. (Per Ricks notes) The proposal was merely a product listing. Much of the proposal was verbal. I should have done a better job of laying out our thought processes which would have pointed to why we organized the things we did. This would leave a legacy for the next group of employees who will use the equipment.
· Design. Huddle when things are unclear even if it is last minute? Change layout to clearly see part numbers. Look back at Freight to see why Lista quote shows higher than BOM.
· Logistics. Twice as many pallets due to top/bottom cabinets (see below)
· Implementation. Backgrounds were submitted but we not cleared by SNL prior to installation. Team was unclear where the different colored items (Basement/Mezzanine) were to be stored. Price determined was based on cabinets arriving pre-ganged. Turns out Lista could not ship as indicated due to unsafe shipping conditions. Additional time spent ganging the cabinets.
· Product. Better understanding of product before installation. Lista’s installation instructions are unclear on certain accessories.
· Billing. This portion when ok.
What was the budget?
· Estimated Man Hours______78______
· Actual Man Hours ______94.4_plus per diem cost for guys down south to assist.
Did we achieve our overall profit margin?
· Estimated in Emanage____37% ( Percentage on Emanage Material quote)
· Actual ___36% ____
People Involved in AAR.
Sales Rep_____Rick Jackson______
PC_____Brian Buster______
CEDM____Felipe Valdez______
Accounting ______Jim Dixon______
Others present:
PJ Bowers, Justin Jennings