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Inventory tracking system

Rolls Royce Aviation Division

UX Research | UX Design | IoT | Product Development

My Contribution

User Research - Deep dive into user type of Welders
Brainstorming for the solution through market research and domain study
Worked independently on the implementation of prototype using Load Sensors, Tactical Switches and Argon Module

The team

1 UX Researcher, 2 UX Designers, 1 Product Designer

Timeline

August 2021 - September 2021 at IUPUI

Project Constraints

  • Restricted to working on a weight based approach.
  • Limited access to users as the team was only given a one-on-one with Ryan (MRPC). This also meant that our knowledge of other user personas came largely from Ryan's POV.
  • Limited access to environment of use - due to the security clearance required for working with Rolls Royce, the team was given a limited view of how the department works.

Project Overview

The design challenge

The Rolls Royce Design challenge was aimed at tackling inventory issues for the non-scheduled parts in department 1554 of the Rolls Royce Aviation Division.

The team was given access to the department floor and an inside look into the current restocking system for non-scheduled parts. The team was tasked with finding a solution for the problem using a weight based approach.

Who is impacted?

Our Solution

The team came up with three design alternatives that would use a combination of load sensors and tactical switches to identify whether or not the shelves require to be restocked. The client approved the first alternative and the team implemented a proof of concept of the proposed solution to be presented to the client.

Key Features

Real time updates

Manage inventory in real time, customize & update bin status.

Easy interfacing between stakeholders

Single interface for Rolls Royce and Pattonair (Incora) to streamline order delivery and updates.

Future scope and scalability

Analytics and trends to provide actionable insights and potentially pre-empt order delivery.

What was the impact we made?

When implemented, the automated inventory management system would lead to a reduction in production delays while cutting costs by up to 40%.

By cutting down human involvement in the restocking process from 4 user types to 2, the new system de-clutters the whole process and automates it to a great extent.

how did we achieve this?

See our design process

research questions and methodology

desk research

Before meeting with the clients, the team conducted independent desk research into inventory management. This helped us gain an understanding of whats out there in terms of solutions and technology that could be leveraged for our project. Online resources were also key in framing the research questions that needed to be answered through this project.

  • What is the supply chain and procurement process for the non-scheduled parts?
  • How many people are involved within the process and what are their roles?
  • What does success look like in the current scenario and what would it be in an ideal scenario?
  • Does weight play a part in the current restocking process?

Field visit & In-person interview

The team was allowed to visit the Rolls Royce facility in Indianapolis, IN to view the working of the department 1554.

We interviewed key management staff at the facility, specifically Ryan, the Materials Requirement Planning Controller (MRPC). He was able to provide us with a detailed insight into the supply chain process for non-scheduled parts.

understanding the current process

Workflow diagram depicting current process of restocking

The current process depends on workers within the department keeping track of the non-scheduled parts. There is no fixed system regarding who is in charge of what aspect of restocking. Hence, it is highly susceptible to human error.

The department is seeking to bring in automation into the process thus taking the load off its workers so that they are free to work on their own tasks without having to worry about the restocking process.

"The lack of communication when bins get too empty is the most frustrating part. It's even more frustrating when the supplier is also out of those parts which causes extremely long lead times."

-Ryan (MRPC)

key problems identified

Image of current shelf structure

No tracking of non-scheduled parts and delayed communication when bins run empty affects the scheduling process.

Some other problems that the team identified were:

  • Welders not paying attention to where they put the bins back.
  • Welders throwing parts in random bins leading to disorganization.
  • No specified organization on the shelf in the first place.
  • Refilled bins not being brought in from the docks when restocking takes place.

defining our users

Materials Requirement planning controller

The MRPC is the person who keeps track of inventory and places orders for restocking when required. According to Ryan, there is no defined process in place and it is up to his discretion to place orders as and when required. He generally places the order when he sees that the bins have reached a 50% capacity.

Persona of Ryan - the MRPC

scheduling manager

The scheduling manager for dept 1554 is in charge of managing the workers schedules and creation of the production order. Gina maintains a good working relationship and continuous communication with the welders and the MRPC as this is important for the smooth working of the department.

Persona

vendor manager at pattonair

The Vendor Manager is the point of contact at Pattonair (Incora), the company that supplies the non-scheduled parts to Rolls Royce. Jean has been the point of contact for Ryan for a long time and he directly contacts her whenever there is a need for restocking at dept 1554.

Persona of

welders

Welders are hourly workers who work at the department. They interact directly with the non-scheduled parts and put empty bins on rollers or on top of the shelf when the parts run out. However, this is not an explicitly defined task within their daily jobs. Hence, it is not carried out reliably by all welders at the department. As users, their primary goal is to complete their daily production orders.

problem statement

To help staff at rolls royce trackheir non-scheduled parts to warrant timely restocking to avoid long wait times and hence ensure a smooth scheduling process.

value mapping

The team brainstormed ways to solve the problem using a weight based solution. After 2 brainstorming sessions, the team settled on a simple weighing scale based solution that ties in to a mobile application that provides timely updates to the Rolls Royce team.

The Value Proposition Canvas (below) helped us map user gains and pains to products and services that could be provided through our application.

It was at this stage that we moved Welders from primary to a secondary user profile. Bringing in automation meant that the department no longer needed to rely on Welders to initiate communication about inventory running low.

Value mapping to customer profiles

storyboarding the process

storyboarding solution process

Parts arriving at the Dock and being taken to 1554

storyboarding solution process

Stock running at 50% in dept 1554 and Ryan's current method of merging and restocking bins

storyboarding solution process

2 possible scenarios of bins going missing from shelves.

Storyboarding helped the team map out exactly how the proposed solution would play out in the real world and the possible shortcomings we would have to overcome in order to make it a comprehensive solution.

For example, through this storyboarding process, the team realized we still had to account for the use case of bins being misplaced or going missing from the shelves.
We later addressed this within the mobile app by adding a "No Bin" status within the Department View page.

It was at this stage that Gina was also moved from primary to secondary user profile as we realized that it was not necessary to involve her within the notification system or create a separate interface for her. Since her primary role was to act as the communication link between welders and Ryan, her involvement in the restocking process is minimized with the welders being moved to secondary profile as well.  

solution workflow

the solution workflow is divided into two sections to understand the process from end to end.

The first part shows the process of stocking the newly arrived parts from Pattonair. The dashed lines signify notifications being sent.

Workflow diagram of solution process

The second part shows the process of restocking the bins as they start to run empty.

Workflow diagram of solution process

salient features

  • The shelves at the docks have a switch that sends notifications to the dock worker, Ryan in Rolls Royce and Jean from Pattonair that the parts have reached the facility.
  • The shelves in 1554 have a load cell that sends notifications to Ryan and Jean that bins in the department are full.
  • As per Ryan's existing rule, the load cells will be calibrated to 50% of the total weight. Once the bin weight reaches 50%, notifications are sent to Ryan and Jean that bins are running low and a reorder will soon need to be issued.
  • The switch on the shelves can let Ryan know if the bins are not rerturned for and extended period of time.
  • The solution substantially declutters the original restocking process by only keeping Ryan and Jean are the primary points of contact.

solution variants - client critique

For the client critique session, the team pitched 3 solution variants to the clients which changed the shelf structures while keeping the overall solution workflow consistent.

Solution Variant diagram

The first one kept the existing shelf structure with the shelves tilting slightly downward to enable easy access to the back bins. This structure would involve only one load cell being used for the combined weight of 2 bins.

Solution Variant diagram

The second one changed the existing shelf structure to one with the shelves being completely flat. This would involve individual load cells for each bin.
This solution would provide a higher level of precision in the weight tracking of parts.

Solution Variant diagram

The third one changed the existing shelf structure to one with the shelves being more ergonomic with a rotary sensor attached. This would also have 1 cell per bin but would make tracking bin absence easier as the rotary sensor would create distinct enabled/disabled scenarios.

client feedback

suggested directions and improvements

  • The clients preferred solution 2 but suggested that we go ahead with solution 1 so that they wouldnt have to make any immediate changes in order to implement the solution
  • An analysis section was suggested in order to view trends and map it to future orders and prediction
Client Feedback
Client Feedback

user interface sketches

low fidelity

UI sketches for ryan

uI sketches for jean

final thoughts on the project

Considering the short timeline on the project (5-6 weeks), I'm really proud of what the team achieved.
We were able to answer all of the research questions outlined at the beginning of the project and deliver on a working solution at the end of 6 weeks.
I was able to leverage my background in Computer Engineering to create the proof of concept prototype using the load sensors and argon module.
Given more time, we would have liked to focus more on the analytics section, understanding how that data would have been gathered and the way it would be used to create predictions and trends.
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