工厂咨询调研模板

1、工厂调查问卷Factory Survey QuestionnaireI.基本信息 GENERAL INFORMATION公司名称pany Name日期Date地址 Address联系人ContactPhone传真Fax总经理GM顾问 /Consultant1 客户类型Customer Type加工 Processing!组装 Assembling!消费品 Consumable化工 Mechanical二电f Electronics匚汽车零部件Auto Parts 医药Medical匚其他Others2. 产 品 Product 廉员 人数 Number of Employees3. 制造类型

2、Manufacturing Type离散型 Discrete匚重复型 Repetitive4. 销售额 Sales RevenueIL 技术信息 Basic Information1. 是否有局域网？ Do they have a LAN?l是 Yes否 No2. 是哪种类型的局域网？ What is the type of LAN?（歹ij类型供选择）3. 是否有数据库，是哪种类型？ What database do they use if any?（列类型供选择）4. 是否有电脑，数量多少？ How many PCs are they using now if any? 5. 是怎样的平台

3、？ What kinds of platform?（列类型供选择）6. 是否正在使用管理信息系统，使用情况如何?Are they using a MIS now? How about it?7. 是否有财务系统，是什么系统？ What financial system are they using now if any?8. 有多少工作地点？ How many physical sites do they have? 9. 是否通过 IS09000 认证？ Have they passed the certification of IS09000?二是 Yes 匚否 No10. 工J生产中存在

4、着怎样的困难？ What issues in your factory harrass you most?（过J：开放）计划Plan1. 您的部门中使用电脑吗？如果是的话，有多少台电脑，什么型号的？ Do you use puters in your deparlment?If so, how many and what kind?2. 您的厂中发放正式的生产工作单吗？您是如何操作的？ Do you release formal production work orders to the factory? How do you do that?3. 您是否考虑过库存情况？ Have you e

5、ver consider the inventory?!是 Yes 匚否 No4. 组装的提前期是如何决定的？ Whats the lead time for assembly?5. 你计划制定周期为多久 How long is your planning horizon?二季度 Quarterly 二每月 Monthly 二每周 Weekly 二每天 Daily6. 你凭什么制定计划？ Whats you planning source? 7. 如何决定制造/釆购的时机和数量？(你怎么制定计划)How do you decide when to make/purchase and how m

6、uch?(How do you make plan)8. 是否有工厂日历？ Do you have factory calendar?C 是 Yes否 No9. 你所【ftl临的最人问题是什么？你期望利用电脑改进哪些工作？ Whats your biggest problem? What do you expect the puters to improve your operation?釆购 Purchasing1.部门职员人数 Total staff in your Dept. 采购员人数 Number of buyer 采购物料数量 Number of purchased items 采

7、购零件 Purchased parts原料 Raw materials 在购买过程中您使用电脑吗？多少台，什么型号？ Do you use puters in purchasing? How many and what kind?您的采购流程是怎样的？ Whats your purchasing procedure?您是否正在使用采购订单进彳亍釆购？ Do you use formal purchase orders?0是Yes (D否No采购材料时间 times for purchased items -最长 longest 最短 Shortest 原因Mean采购零件的频率 Frequen

8、cy of ordering each part您是如何知道订购的时间的？ How you know when to place an order?您是如何知道订购的数量的？ How do you decide how much to order?您是如何判断供货商的价格是否合理的？您有没有固定的供货商？ How do you decide on a fair price with vendors? Do you have approved vendors?您购买物料时是否会参考它们过去的价格？ Do you purchase items according to the history pr

9、ice records?您是否专门为每个供货商和物料订立价格乘f ? Do you have price matrix for each vendor and item ?是 YesO 否 No您是否会査看供货商以往的农现？ Do you assess historical vendor performance?是Yes否No您在采购时是否会先査询该物料的库存状况? Can you enquiry the detail of the items inventory situation when you do purchasing?您在采购中遇到的最大的问题是什么? What are your

10、biggest problems in purchasing?库存控制 Inventory Control员工总数 Total staff:仓库数量及种类 Number and kinds of stockrooms仓库是如何安排的？ How are the stockrooms organized?您所保留的库存记录是怎样的？ What kind of inventory records do you keep?您是否统计实际盘存？多久统计次？ Do you do physical inventory? How often?您是否进行循环盘点。Do you do cycle count? Y

11、esNo物料发放的审批步骤是怎样的？ How are material issues authorized?您是否正在使用匸作订单和领料单？ Do you have formal work orders and pick lists?0YesNo您是否有安全库存？ Do you have safety inventory?YesNo您生成和使用何种库存报衣？多久制作次？ What kinds of inventory reports do you use and produce for others? How often are they produced?是否所有的物料项目都有唯的零件？ D

12、o all items have unique part numbers?YesONo您所面临的最人问题是什么？您期望利用电脑改进改进哪些I】作？ What your biggest problems. What doyou hope the puters can improve your operation?产品与车间 Production & Shop Floor员工总数Total staff 主要设备 Main equipment工作中心数量，它们是如何组织的，它们位于何处？ Number of workcentenhovv they are organized, and where a

13、re they located?什么是最主要的瓶颈 What are the main bottlenecks?您是否正在使用生产订单，领料单和匸序进彳亍管理。Do you use formal manufacturing orders, picklists, and routings? Yes0No您是否使用发料单？ Do you have and use a dispatch list?YesNo您如何重定匚作时间衣？您若何做CRP及安排生产？ How do you rescheduled the work? How do you doCRP and arrange production?

14、生产经理和领班使用何种报告来完成他们的匸作？ What kinds of reports do production managers and foremen use to do their jobs?工程 Engineering员工总数Total staff 物料淸单BOM工序 Routing成本信息 Costing information是否实施匚程更改操作？简要描述该过程。Is a formal engineering change procedure iinplemented?Briefly describe the process. 销售，市场 Sales, Marketing员工总

15、数Total staff 在外销售人员Outside sales people订单爺il入人员 Order entry people 市场 Marketing 有效客户数量 Number of active customers您是否会制作销售预测？如果是您会怎么做？ Do youdevelop a sales forecastand if so how is it done?预测限度是什么？ Whats the forecast horizon? 在您的部门里是否使用计算机？有多少，什么种类？您如何使用它们？ Do you use puters in your department? How

16、many and what kind? How do you use them?您输入订单时，是否会查看产品的可用性？如何做？ When you enter orders, do you check the availability of product? How?您是否给客户发送订单确认？ Do you always send an order confirmation to the customer?0是 Yes否 No 如果客户向您讯问他的订单状况，您需要做些什么来捉供信息给客户，这个过程需要多久？ Ifa customer called you to ask about the sta

17、tus of his order, what would you need to do to provide the information to him and how long would it take?您是否做信贷检查？ Do you have credit check?O是Yes (D否No您是否使用价格乘？ Do you have price matrix?0是Yes O否No您使用何种报衣？您希望有何种报衣What kind of reports do you use? What do you wish youhad?您所面临的最人问题是什么？您期望利用电脑改进改进哪些匸作Wha

18、ts your biggest problems. What do you hope the puters can improve your operation?财务 Accounting员工总数 Total staff 在您的部门里是否使用计算机？有多少台，什么型号？ Do you use pulers in your department ? How many and what kind?您是否需要处埋多币制的事务？Do you have a need to handle multi-currency transactions? Yes(D否 No是否所有的财务事务都是手工输入的？或者有部

19、分是从其他系统中导入的？ Are all accounting transactions manually entered. or are some brought over from other systems?每月完成总帐需要花费多长时间？ How long does it take for you to close a month in G/L?您是否使用标准、实际或平均成本系统？ Do you use standard, actual, or average cost system?库存价值是参少？占年销售额的百分之几？ What s your inventory value? How much is this as a percent of annual sales?您每月需要打印多少发票？每X