Business Assessment Tool Company Name* Contact Name* First Last Email* Phone*Position Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Company DemographicsNumber of Employees 10 or less 11-20 21-50 51-100 101-250 More than 250 Size of Company by Gross Revenue Less than $1 Million $1-5 M $5-10 M $10-25 M More than $25 M Special 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 #1 Age of Equipment Item #1 Less than 1 Year 2-5 years 6-10 years 10-15 years More than 15 Years Name of Equipment Item #2 Age of Equipment Item #2 Less than 1 Year 2-5 years 6-10 years 10-15 years More than 15 Years Name of Equipment Item #3 Age of Equipment Item #3 Less than 1 Year 2-5 years 6-10 years 10-15 years More than 15 Years In the next 12 months what, if any, capital expenditure(s) do you anticipate making?What is driving the need for the additional capital?HiddenSubtotal of Section 1HiddenPercentage for Section 1Business and Operational SoftwarePlease indicate which of the following software systems you have deployed in your organization. Computer-Aided-Design (CAD) Deployed Not Deployed Computer-Aided-Manufacturing (CAM) Deployed Not Deployed Production Scheduling Deployed Not Deployed Material Requirements Planning (MRP) Deployed Not Deployed ERP Deployed Not Deployed Budgeting/Projections Deployed Not Deployed Warehouse Management System (WMS) Deployed Not Deployed Job Estimating Deployed Not Deployed Quality Control/Management Deployed Not Deployed Product Lifecycle Management (PLM) Deployed Not Deployed Machine Monitoring Program Deployed Not Deployed Performance Data Collection and Reporting Deployed Not Deployed Manufacturing Execution System (MES) Deployed Not Deployed Do you have a dedicated budget line for updating current software or for purchasing new software? Yes No What, if any, key operational software tool(s) have you identified as necessary but have not yet implemented?HiddenSubtotal of Section 2HiddenPercentage for Section 2Continuous ImprovementAre you certified in a quality control system(s) (for example: ISO 9001, AS 9100, etc.)? Yes No If yes, which certification(s) do you possess?Do you offer Production Part Approval Process (PPAP) Inspection levels? Yes No Do you track using Key Performance Indicators (KPIs)? Yes No What 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)? Yes No If 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-$300,000 Greater than $300,000 Identify 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?HiddenSubtotal of Section 3HiddenPercentage for section 3Supply ChainDo you provide your vendors access to your forecasts? None Some All Do your customers provide you access to their forecasts? None Some All Do you have a vendor/supplier certification program? Yes No Do you offer design-for-manufacturability (DFM) services to your customers? Yes No Do you have vendor owned or managed inventories in your shop? Yes No Are you a just-in-time shop? Yes No Do you have a supplier portal for direct access to your systems? Yes No What 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?HiddenSubtotal of Section 4HiddenPercentage for Section 4Marketing/SalesHave you introduced any new products in the past 12 months? Yes No Have you introduced any new marketing processes in the past 12 months? Yes No Do you provide customer tours? Yes No Do you have a company brochure, catalog, or website? Yes No How often is your website updated? Rarely Yearly Quarterly Monthly Weekly Are you using a Customer Relationship Management (CRM) program? Yes No What 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? Yes No What 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? Yes No Have you increased, decreased, or maintained your marketing budget from the previous year? Decreased Maintained Increased Do you deploy an integrated marketing approach that includes a combination of general marketing, public relations, social media, and paid advertising? Yes No Do you have measurements in place to track the ROI surrounding your marketing efforts? Yes No HiddenSubtotal of Section 5HiddenPercentage for Section 5Workforce DevelopmentDo you have an apprenticeship program? Yes No Do you host interns? Yes No Which schools do you have active relationships with?Do you offer a company provided healthcare plan? Yes No What 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? Yes No Do you have an actively maintained performance incentive or profit sharing program? Yes No Do you have a formal safety/health program? Yes No List 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 25 26-39 40-55 Over 55 What is the average age of your office employee? Less than 25 26-39 40-55 Over 55 Do you have a succession plan in place? Yes No Do you have an employee mentoring plan to pass on knowledge from older to younger workers? Yes No Are daily goals and objectives clearly stated and visble for all employees? Yes No Is your turnover rate increasing, consistent, or decreasing? Increasing Consistent Decreasing If your workforce has declined over the past year, which was it due to? Business Conditions Automation Other If Other, what are the reasonsWhich describes your future workforce plan for the following time periods.3 months: Increasing Consistent Decreasing 6 months: Increasing Consistent Decreasing 12 months: Increasing Consistent Decreasing HiddenSubtotal of Section 6HiddenPercentage for Section 6Company PerformanceWould you describe your profit performance over the last 3 years as: Increasing Consistent Decreasing Would you say that your operating margin performance over the last 3 years has been: Increasing Consistent Decreasing In the last year, have your sales revenues been limited by your operations due to:A) A lack of production capacity to meet customer commitments? Yes No B) A lack of production labor to meet production needs? Yes No What five positions are your day-to-day operations most dependent upon?1.) 2.) 3.) 4.) 5.) Do you track operating margins by product? Yes No Do you track operating margins by customer? Yes No HiddenSubtotal of Section 7HiddenPercentage for Section 7Sector OutlookDo you believe the manufacturing sector will contract, remain the same, or expand in the following time periods?3 months: Contract Remain the Same Expand 6 months: Contract Remain the Same Expand 12 months: Contract Remain the Same Expand HiddenTotal PointsHiddenTotal 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? Yes No
