Business Assessment Tool Company Name*Contact Name* First Last Email* Phone*PositionAddress Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Company DemographicsNumber of Employees10 or less11-2021-5051-100101-250More than 250Size of Company by Gross RevenueLess than $1 Million$1-5 M$5-10 M$10-25 MMore than $25 MSpecial ownership designation (i.e. small business, woman owned, disadvantaged, etc.)Plant EquipmentIn the past 12 months, what percentage of total revenue was reinvested in capital expenditures?0%Less than 5%6-10%11-15%More than 15%What percentage of capital expenditure was used to increase production capacity?0%Less than 5%6-10%11-15%More than 15%What are your three most utilized pieces of equipment in the shop, and what is the age of each piece of equipment?Name of Equipment Item #1Age of Equipment Item #1Less than 1 Year2-5 years6-10 years10-15 yearsMore than 15 YearsName of Equipment Item #2Age of Equipment Item #2Less than 1 Year2-5 years6-10 years10-15 yearsMore than 15 YearsName of Equipment Item #3Age of Equipment Item #3Less than 1 Year2-5 years6-10 years10-15 yearsMore than 15 YearsIn the next 12 months what, if any, capital expenditure(s) do you anticipate making?What is driving the need for the additional capital?Subtotal of Section 1Percentage for Section 1Business and Operational SoftwarePlease indicate which of the following software systems you have deployed in your organization. Computer-Aided-Design (CAD)DeployedNot DeployedComputer-Aided-Manufacturing (CAM)DeployedNot DeployedProduction SchedulingDeployedNot DeployedMaterial Requirements Planning (MRP)DeployedNot DeployedERPDeployedNot DeployedBudgeting/ProjectionsDeployedNot DeployedWarehouse Management System (WMS)DeployedNot DeployedJob EstimatingDeployedNot DeployedQuality Control/ManagementDeployedNot DeployedProduct Lifecycle Management (PLM)DeployedNot DeployedMachine Monitoring ProgramDeployedNot DeployedPerformance Data Collection and ReportingDeployedNot DeployedManufacturing Execution System (MES)DeployedNot DeployedDo you have a dedicated budget line for updating current software or for purchasing new software?YesNoWhat, if any, key operational software tool(s) have you identified as necessary but have not yet implemented?Subtotal of Section 2Percentage for Section 2Continuous ImprovementAre you certified in a quality control system(s) (for example: ISO 9001, AS 9100, etc.)?YesNoIf yes, which certification(s) do you possess?Do you offer Production Part Approval Process (PPAP) Inspection levels?YesNoDo you track using Key Performance Indicators (KPIs)?YesNoWhat is your on-time delivery rate?Less than 80%80-84%85-89%90-94%More than 95%What is your 1st pass inspection rate percent?Less than 80%80-84%85-89%90-94%More than 95%What percentage of total parts produced are scrapped or reworked?Less than 5%5-9%10-14%15-19%More than 20%Do you measure Operational Equipment Effectiveness (OEE)?YesNoIf yes, please enter OEE year to date:What percentage of planned hours are your machines in use each day?Less than 80%80-84%85-89%90-94%More than 95%For your equipment, what is the percentage of planned throughput vs actual throughput?Less than 80%80-84%85-89%90-94%More than 95%What are your sales per employee?Less than $150,000$151,000-$200,000$201,000-$250,000$251,000-$300,000Greater than $300,000Identify one operational performance improvement you could make that would have a significant postive impact on your company.What is keeping you from implementing that improvement?Subtotal of Section 3Percentage for section 3Supply ChainDo you provide your vendors access to your forecasts?NoneSomeAllDo your customers provide you access to their forecasts?NoneSomeAllDo you have a vendor/supplier certification program?YesNoDo you offer design-for-manufacturability (DFM) services to your customers?YesNoDo you have vendor owned or managed inventories in your shop?YesNoAre you a just-in-time shop?YesNoDo you have a supplier portal for direct access to your systems?YesNoWhat aspect of your supply chain, if improved upon, would provide the biggest financial impact to your operation?What is keeping you from implementing that improvement?Subtotal of Section 4Percentage for Section 4Marketing/SalesHave you introduced any new products in the past 12 months?YesNoHave you introduced any new marketing processes in the past 12 months?YesNoDo you provide customer tours?YesNoDo you have a company brochure, catalog, or website?YesNoHow often is your website updated?RarelyYearlyQuarterlyMonthlyWeeklyAre you using a Customer Relationship Management (CRM) program?YesNoWhat percentage of issued quotes have you converted to booked orders in the last 12 months?Less than 80%80-84%85-89%90-94%More than 95%Do you track customer satisfaction with surveys?YesNoWhat has been your customer retention rate in the last 12 months?Less than 80%80-84%85-89%90-94%More than 95%Do you have a strategic plan in place that includes marketing?YesNoHave you increased, decreased, or maintained your marketing budget from the previous year?DecreasedMaintainedIncreasedDo you deploy an integrated marketing approach that includes a combination of general marketing, public relations, social media, and paid advertising?YesNoDo you have measurements in place to track the ROI surrounding your marketing efforts?YesNoSubtotal of Section 5Percentage for Section 5Workforce DevelopmentDo you have an apprenticeship program?YesNoDo you host interns?YesNoWhich schools do you have active relationships with?Do you offer a company provided healthcare plan?YesNoWhat percentage of an employee’s healthcare costs do cover?Less than 25%25-49%50-74%75-99%100%Do you offer an education reimbursement program?YesNoDo you have an actively maintained performance incentive or profit sharing program?YesNoDo you have a formal safety/health program?YesNoList any key positions or skills that you have had difficulty or have been unable to fill.What is the average age of your shop floor employee?Less than 2526-3940-55Over 55What is the average age of your office employee?Less than 2526-3940-55Over 55Do you have a succession plan in place?YesNoDo you have an employee mentoring plan to pass on knowledge from older to younger workers?YesNoAre daily goals and objectives clearly stated and visble for all employees?YesNoIs your turnover rate increasing, consistent, or decreasing?IncreasingConsistentDecreasingIf your workforce has declined over the past year, which was it due to?Business ConditionsAutomationOtherIf Other, what are the reasonsWhich describes your future workforce plan for the following time periods.3 months:IncreasingConsistentDecreasing6 months:IncreasingConsistentDecreasing12 months:IncreasingConsistentDecreasingSubtotal of Section 6Percentage for Section 6Company PerformanceWould you describe your profit performance over the last 3 years as:IncreasingConsistentDecreasingWould you say that your operating margin performance over the last 3 years has been:IncreasingConsistentDecreasingIn the last year, have your sales revenues been limited by your operations due to:A) A lack of production capacity to meet customer commitments?YesNoB) A lack of production labor to meet production needs?YesNoWhat five positions are your day-to-day operations most dependent upon?1.) 2.) 3.) 4.) 5.) Do you track operating margins by product?YesNoDo you track operating margins by customer?YesNoSubtotal of Section 7Percentage for Section 7Sector OutlookDo you believe the manufacturing sector will contract, remain the same, or expand in the following time periods?3 months:ContractRemain the SameExpand6 months:ContractRemain the SameExpand12 months:ContractRemain the SameExpandTotal PointsTotal PercentageCAMA’s Top Advancers Awards will objectively measure and recognize manufacturers in Colorado for their real achievements as leaders in the industry. Would you like to be considered for the Top Advancers Awards?YesNo
