Basic Health Check Survey

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1. Your Annual Sales Range Between (in Millions)

Your Annual Sales Range Between (in Millions) Less $5 Mil

Between $5 & $9 Mil

Between $10 & $29 Mil

Between $30 & $69 Mil

Between $70 & $99 Mil

Between $100 & $500 Mil

Greater then $500 Mil

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2. Inventory value at last End of Financial Year or Stocktake (Round to nearest Million)

Inventory value at last End of Financial Year or Stocktake (Round to nearest Million) Less than $1 Mil

Between $1 & $2.5 Mil

Between $2.5 & $5 Mil

Between $5 & $10 Mil

Between $10 & $25Mil

Between $25 & $50 Mil

Between $50 & $100 Mil

Greater than $100 Mil

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3. Enter what percentage of sales last years total procurement spend represents

Enter what percentage of sales last years total procurement spend represents Don't know/Unsure

Less than 30%

30%

35%

40%

45%

50%

55%

60%

65%

70%

75%

80%

85%

Greater than 85%

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4. Please list the Key Performance Indicators regularly used to measure your organisation's performance. (Please select as many that apply to your organisation)

Please list the Key Performance Indicators regularly used to measure your organisation's performance. (Please select as many that apply to your organisation) Sales/Revenue

Gross Profit

Net Profit

Inventory Accuracy

Stockturns

DIFOT

EVA/Return On Capital

Other (please specify)

5. Please rate how important these functions are to your operation

	What is this never heard of it	Not important we operate without it	Somewhat important	Important	Critical
Inventory Management (Accuracy rate >98%)	*Please rate how important these functions are to your operation Inventory Management (Accuracy rate >98%) What is this never heard of it	Inventory Management (Accuracy rate >98%) Not important we operate without it	Inventory Management (Accuracy rate >98%) Somewhat important	Inventory Management (Accuracy rate >98%) Important	Inventory Management (Accuracy rate >98%) Critical
Stock Taking	Stock Taking What is this never heard of it	Stock Taking Not important we operate without it	Stock Taking Somewhat important	Stock Taking Important	Stock Taking Critical
Line item profitability	Line item profitability What is this never heard of it	Line item profitability Not important we operate without it	Line item profitability Somewhat important	Line item profitability Important	Line item profitability Critical
Customer profitability	Customer profitability What is this never heard of it	Customer profitability Not important we operate without it	Customer profitability Somewhat important	Customer profitability Important	Customer profitability Critical
Cost to Serve	Cost to Serve What is this never heard of it	Cost to Serve Not important we operate without it	Cost to Serve Somewhat important	Cost to Serve Important	Cost to Serve Critical
Forecasting (S&OP process)	Forecasting (S&OP process) What is this never heard of it	Forecasting (S&OP process) Not important we operate without it	Forecasting (S&OP process) Somewhat important	Forecasting (S&OP process) Important	Forecasting (S&OP process) Critical
Inventory Turns	Inventory Turns What is this never heard of it	Inventory Turns Not important we operate without it	Inventory Turns Somewhat important	Inventory Turns Important	Inventory Turns Critical

6. Please rate how well do you consider your organisation performs in these areas

	Very Poorly	Below Average	Average	We are good at this	Exceptionally Well	N/A
Inventory Management (Accuracy rate >98%)	*Please rate how well do you consider your organisation performs in these areas Inventory Management (Accuracy rate >98%) Very Poorly	Inventory Management (Accuracy rate >98%) Below Average	Inventory Management (Accuracy rate >98%) Average	Inventory Management (Accuracy rate >98%) We are good at this	Inventory Management (Accuracy rate >98%) Exceptionally Well	Inventory Management (Accuracy rate >98%) N/A
Stock Taking	Stock Taking Very Poorly	Stock Taking Below Average	Stock Taking Average	Stock Taking We are good at this	Stock Taking Exceptionally Well	Stock Taking N/A
Line item profitability	Line item profitability Very Poorly	Line item profitability Below Average	Line item profitability Average	Line item profitability We are good at this	Line item profitability Exceptionally Well	Line item profitability N/A
Customer profitability	Customer profitability Very Poorly	Customer profitability Below Average	Customer profitability Average	Customer profitability We are good at this	Customer profitability Exceptionally Well	Customer profitability N/A
Cost to Serve	Cost to Serve Very Poorly	Cost to Serve Below Average	Cost to Serve Average	Cost to Serve We are good at this	Cost to Serve Exceptionally Well	Cost to Serve N/A
Forecasting (S&OP process)	Forecasting (S&OP process) Very Poorly	Forecasting (S&OP process) Below Average	Forecasting (S&OP process) Average	Forecasting (S&OP process) We are good at this	Forecasting (S&OP process) Exceptionally Well	Forecasting (S&OP process) N/A
Inventory Turns	Inventory Turns Very Poorly	Inventory Turns Below Average	Inventory Turns Average	Inventory Turns We are good at this	Inventory Turns Exceptionally Well	Inventory Turns N/A

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7. Please identify the description that best describes the business application/s that support your business operations & finances

Please identify the description that best describes the business application/s that support your business operations & finances Spreadsheets

MYOB or Quicken (or similar)

Inventory System (Stand Alone)

A partially implemented ERP system

A fully implemented ERP system

What is an ERP system?

Please name the product used

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8. Is a continual improvement system a core philosophy and regularly utilised in your organisation

Is a continual improvement system a core philosophy and regularly utilised in your organisation Yes - An independently audited system used

Yes - We have tried but it didn’t work

Yes - But we don't do it well

No - But we have thought of it

No - We don’t think its necessary

No or not relevant

Please specify what type of system/standards

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9. Please provide your contact details so we may touch base with you regarding your answers

Please provide your contact details so we may touch base with you regarding your answers Name:
Company:
Address 1:
Address 2:
City/Town:
State/Province:
ZIP/Postal Code:
Country:
Email Address:
Phone Number:

Basic Health CheckExit this survey

*1. Your Annual Sales Range Between (in Millions)

*2. Inventory value at last End of Financial Year or Stocktake (Round to nearest Million)

*3. Enter what percentage of sales last years total procurement spend represents

*4. Please list the Key Performance Indicators regularly used to measure your organisation's performance. (Please select as many that apply to your organisation)

5. Please rate how important these functions are to your operation

6. Please rate how well do you consider your organisation performs in these areas

*7. Please identify the description that best describes the business application/s that support your business operations & finances

*8. Is a continual improvement system a core philosophy and regularly utilised in your organisation

*9. Please provide your contact details so we may touch base with you regarding your answers