工廠咨詢調(diào)研模板

1、工廠調(diào)查問卷Factory Survey QuestionnaireI.基本信息 GENERAL INFORMATION公司名稱Company Name日期Date地址 Address聯(lián)系人Contact電話Phone傳真Fax總經(jīng)理GM顧問 /Consultant1.客戶類型 Customer Type:加工 Processing:組裝 Assembling:消費品 Consumable:化工 Mechanical.電子 Electronics:汽車零部件Auto Parts :醫(yī)藥Medical:其他 Others2.產(chǎn)品 Product雇員人數(shù) Number of Employees3.

2、 制造類型 Manufacturing Type:離散型 Discrete:重復(fù)型 Repetitive4. 銷售額 Sales RevenueII.技術(shù)信息 Basic Information1. 是否有局域網(wǎng)？Do they have a LAN?是 Yes否No2. 是哪種類型的局域網(wǎng)？What is the type of LAN?（列類型供選擇）3. 是否有數(shù)據(jù)庫，是哪種類型？What database do they use if any?（列類型供選擇）4. 是否有電腦，數(shù)量多少？How many PCs are they usi ng now if any?5. 是怎樣的平臺？

3、 What kinds of platform?（列類型供選擇）6. 是否正在使用管理信息系統(tǒng)，使用情況如何?Are they using a MIS now? How about it?7. 是否有財務(wù)系統(tǒng)，是什么系統(tǒng)？What finan cial system are they using now ifany?8. 有多少工作地點？How many physical sites do they have?9. 是否通過 IS09000 認(rèn)證？ Have they passed the certification of ISO9000?:是 Yes:否No10. 工廠生產(chǎn)中存在著怎樣的困難

4、？What issues in your factory harrass you most?（過于開放）計劃Plan1. 您的部門中使用電腦嗎？如果是的話，有多少臺電腦，什么型號的？ Do you use computers in yourdepartme nt? If so, how many and what kind?Do you release formal producti on work2. 您的工廠中發(fā)放正式的生產(chǎn)工作單嗎？您是如何操作的?orders to the factory? How do you do that?3. 您是否考慮過庫存情況？Have you ever c

5、onsider the inventory?:是 Yes :否 No4. 組裝的提前期是如何決定的？What ' the lead time for assembly?5. 你計劃制定周期為多久 How long is your pla nning horizo n?:季度 Quarterly :每月 Monthly:每周 Weekly :每天 Daily6. 你憑什么制定計劃？ What' you pla nning source?7. 如何決定制造/采購的時機和數(shù)量？(你怎么制定計劃)How do you decide when to make/purchaseand ho

6、w much?(How do you make pla n)8. 是否有工廠日歷？Do you have factory calendar?:是 Yes:否 No9. 你所面臨的最大問題是什么？你期望利用電腦改進哪些工作？What' your biggest problem? Whatdo you expect the computers to improve your operati on?采購 Purchasing1.部門職員人數(shù) Total staff in your Dept. 采購員人數(shù) Number of buyer采購物料數(shù)量 Number of purchased it

7、ems 采購零件 Purchased parts原料 Raw materials 在購買過程中您使用電腦嗎？多少臺，什么型號？Do you use computers in purchas in g? How manyand what kind?您的采購流程是怎樣的？What' your purchasi ng procedure?您是否正在使用采購訂單進行采購？Do you use formal purchase orders?是Yes否No采購材料時間 times for purchased items -最長 longest 最短 Shortest原因 Mean采購零件的頻率 F

8、requency of ordering eachpart您是如何知道訂購的時間的？ How you know when to place anorder?您是如何知道訂購的數(shù)量的？ How do you decide how much to order?How do you decide on a fair price with您是如何判斷供貨商的價格是否合理的？您有沒有固定的供貨商？ vendors? Do you have approved vendors?您購買物料時是否會參考它們過去的價格？Do you purchase items according to the history

9、pricerecords?您是否專門為每個供貨商和物料訂立價格乘子？ Do you have price matrix for each vendor and item 是 Yes 否 No您是否會查看供貨商以往的表現(xiàn)？Do you assess historical vendor performance?是 Yes 否 No您在采購時是否會先查詢該物料的庫存狀況？Can you enquiry the detail of the item 's inventorysituation when you do purchasing?您在采購中遇到的最大的問題是什么？What are yo

10、ur biggest problems in purchasing ？庫存控制 Inventory Control員工總數(shù) Total staff:倉庫數(shù)量及種類 Number and kinds of stockrooms倉庫是如何安排的？ How are the stockrooms organized?您是否統(tǒng)計實際盤存？多久統(tǒng)計一次？Do you do physical inventory? How often?您是否進行循環(huán)盤點。 Do you do cycle count?Yes No物料發(fā)放的審批步驟是怎樣的？ How are material issues authorized

11、?您是否正在使用工作訂單和領(lǐng)料單？Do you have formal work orders and pick lists?Yes No您是否有安全庫存？ Do you have safety inventory? Yes No 您生成和使用何種庫存報表？多久制作一次？ What kinds of inventory reports do you use and produce forothers? How often are they produced?是否所有的物料項目都有唯一的零件號碼？Do all items have unique part numbers?YesNo您所面臨的最大

12、問題是什么？您期望利用電腦改進改進哪些工作？What 's your biggest problems.What doyou hope the computers can improve your operation?產(chǎn)品與車間 Production & Shop Floor員工總數(shù) Total staff 主要設(shè)備 Main equipment工作中心數(shù)量，它們是如何組織的，它們位于何處？Number of workcenter,how they are organized,and where are they located?什么是最主要的瓶頸 What are the m

13、ainbottlenecks?您是否正在使用生產(chǎn)訂單，領(lǐng)料單和工序進行管理。Do you use formal manufacturing orders,picklists, and routings? Yes No您是否使用發(fā)料單？ Do you have and use a dispatch list? Yes No 生產(chǎn)經(jīng)理和領(lǐng)班使用何種報告來完成他們的工作？ What kinds of reports do production managers and foremen use to do their jobs?生產(chǎn)經(jīng)理和領(lǐng)班向他們的老板提供何種信息？What kind of info

14、rmation do production managers andforemen provide to theirboss?工程 Engineering員工總數(shù) Total staff 物料清單 BOM 工序 Routing 成本信息 Costing information是否實施工程更改操作？簡要描述該過程。Is a formal engineering change procedureimplemented?Briefly describe the process.銷售，市場 Sales, Marketing員工總數(shù) Total staff 在外銷售人員 Outside sales pe

15、ople訂單輸入人員 Order entry people市場 Marketing有效客戶數(shù)量 Number of activecustomers您是否會制作銷售預(yù)測？如果是您會怎么做？Do you develop a sales forecast and if so how is it done?預(yù)測限度是什么？ What 's the forecast horizon?Do you use computers in在您的部門里是否使用計算機？有多少，什么種類？您如何使用它們？your department? How many and what kind? How do you us

16、e them?您輸入訂單時，是否會查看產(chǎn)品的可用性？如何做？ availability of product? How?When you enter orders, do you check the您是否給客戶發(fā)送訂單確認(rèn)？ Do you always send an order confirmation to the customer?是 Yes否 No 如果客戶向您訊問他的訂單狀況，您需要做些什么來提供信息給客戶，這個過程需要多久？ If a customer called you to ask about the status of his order, what would you n

17、eed to do to provide the information to him and how long would it take?您是否做信貸檢查？ Do you have credit check?是 Yes否 No您是否使用價格乘子？ Do you have price matrix?是 Yes否 No您使用何種報表？您希望有何種報表What kind of reports do you use? What do you wish youhad?您所面臨的最大問題是什么？您期望利用電腦改進改進哪些工作What do you hope the computers can impr

18、ove your operation?What 's your biggest problems.財務(wù) Accounting員工總數(shù) Total staff 在您的部門里是否使用計算機？有多少臺，什么型號？Do you use computers in your departmentHow many and what kind?您是否需要處理多幣制的事務(wù)？Do you have a need to handle multi-currency transactions?是 Yes否 No是否所有的財務(wù)事務(wù)都是手工輸入的？或者有部分是從其他系統(tǒng)中導(dǎo)入的？Are all accounting

19、transactions manually entered, or are some brought over from other systems?每月完成總帳需要花費多長時間？How long does it take for you to close a month in G/L?您是否使用標(biāo)準(zhǔn)、實際或平均成本系統(tǒng)？Do you use standard, actual, or average costsystem?庫存價值是多少？占年銷售額的百分之幾？What 's your inventory value? How much is this as apercent of annual sales?您每月需要打印多少發(fā)票？每張發(fā)票有多少行物料？How m