ProfitQuick ezjob Estimation Tool Web User Instructions

Transcription

1 ProfitQuick ezjob Estimation Tool Web User Instructions DISCLAIMER: The accuracy of the results obtained from the User of ProfitQuick software is dependent upon the accuracy of the information entered into the model. Actual profits/savings achieved from and the actual costs of your use of Xerox production equipment may therefore vary from the result forecasted by the ProfitQuick model. Xerox will not be responsible for any actual Xerox production equipment results achieved by you, irrespective of the cause of such results. The ProfitQuick software is provided for use by registered Xerox employees and Xerox production equipment customers. TOOL DESCRIPTION: The Xerox ProfitQuick ezjob Estimation Tool (ezjet) is a business modeling tool that supports production / operations decisions and helps Users understand their job costs and cross-over / break-even points between two workflows. USER INSTRUCTIONS 1. After access is granted to ezjet, log into 2. Create a Xerox ProfitQuick ezjet Folder on your PC so all your ezjet case files are saved there for easy reference purposes. 3. Enter the following information. 4. A relevant Job Name description i.e. Xerox 1000i Offset 1.5K Sell Sheet.45 ezjet a. To save the ezjet Case File entries, at the bottom of the web page, press Save ezjet Case File. ezjet will use the Job Name description in the Case File name so ensure it is as accurate as it can be for ease of reuse. b. All ezjet files are saved as.xjet files. c. After data entry, at the bottom of the web page, press the Refresh Report Data button and the Report data at the top of the web page will populate. Save the most current version of the ezjet Case File by selecting the Save ezjet Case File at the bottom of the page with its relevant name. d. To save and print the Reports, at the bottom of the web page, press the Reports button. i. Save an excel spreadsheet version of the ezjet Case File under a new relevant name related to the Case File i.e. Xerox 1000i Offset 1.5K Sell Sheet.45 ezjet.xls. ii. Ensure the file has an.xls file extension. 5. Job Specifications a. Number of Finished Pages (sides) i.e. a two-sided postcard is 2 pages (sides), an 8 numbered page finished booklet printed on 11x17 / A3 paper is 8 pages (sides) Xerox Corporation. All rights reserved. Xerox, ProfitQuick and the sphere of connectivity design are trademarks of Xerox Corporation in the U.S. and/or other countries. 1

2 b. Run Length (number of sets) i.e. 1,500 booklets or a run of 2,000 postcards. 6. Is it Metric Size? Toggle to Yes otherwise leave at default No. 7. Finished Size After the job has been trimmed to its final distribution size. Ensure all decimal points are entered correctly. a. Length i.e. 4 for a finished postcard or 11 for a finished booklet. b. Width i.e. 6 for a finished postcard or 8.5 for a finished booklet or 2-sided? If 2 sided, move the button to the right. 9. Side 1 a. # of colors i.e. 4 if CMYK, 5 if CMYK + a specialty color clear, silver or gold for 1000i or orange, green or blue for igen 5. b. Area Coverage % Enter average % of coverage on side 1 of the sheet. At the bottom of the web page, click on Area Coverage Samples if help is needed i.e. 45, Side 2 (If not applicable, this side will be grayed out.) a. # of colors i.e. 4 if CMYK, 5 if CMYK + a specialty color clear, silver or gold for 1000i or orange, green or blue for igen 5. b. Area Coverage % Enter average % of coverage on side 2 of the sheet. At the bottom of the web page, click on Area Coverage Samples if help is needed i.e. 45, Profit Markup % enter the markup % number if appropriate (i.e. 20, 35) 12. Workflow Information (Enter 1 or 2 Workflows) a. Press Name type in relevant Press Name i.e. 1000i, Offset, Outsource b. Prepress i. Cost / Hour enter the Prepress Budgeted Hourly Rate (BHR) employee hourly rate or other relevant Prepress cost / hour figure i.e. 45, BHR is defined as the total cost of operation for a specified period divided by the number of available hours in the same period for a particular department or piece of equipment. ii. Process Time (minutes) enter amount of prepress time in minutes required for this job based on the Press-type (digital or offset) before it is ready to go to Print i.e. 10, 60 minutes. c. Print i. Press Type select Digital, Offset or Outsource from the pull-down menu ii. Press Sheet 1. Length enter the length i.e. 18, 19, 22.5, 26 ensuring the decimal point is in the correct location when appropriate 2. Width enter the width i.e. 4, 8.5, 12, 13 ensuring the decimal point is in the correct location when appropriate 3. In an Offset Workflow only, is Work and Turn applicable (definition is each side of a sheet of paper is printed the same i.e. 2-sided postcards printed 9-up on a sheet, 2-up 8.5x11 / A3 flyers printed on a 12x18 / SRA3 sheet) 4. Paper Cost / Sheet enter the cost of a blank Press sheet used for the Job including the paper characteristics i.e. 16 pt / 130 lb cover coated stock, 24 lb bond 94% brightness sheet. 5. Press Speed (Press Sheets / hr) Press speed based on paper size and weight i.e. 12x18 / SRA3 or 8.5x11 / A3 130 lb cover. a. Digital speeds assume 2-sided in 1 pass. b. Offset speed is entered based on Press default speed for job. 6. Click Charge a. Digital i. If is a Toner In plan, include Supplies cost based on sheet size. If not, use Service click charge only. ii. This information comes from the proposal or monthly statement. b. Offset not applicable and grayed out. 7. Outsource Cost (Grayed out for Digital and Offset workflows) a. Enter Outsource cost i.e b. Add Outsource cost for 5% more volume i.e

3 d. Finishing i. Inline Finishing toggle to Yes from default No. 1. If Yes, Cost / Hour and Running Speed will gray out as they are not applicable. ii. Cost / Hour If Offline Finishing, enter the Finishing / Bindery Department Budgeted Hourly Rate (BHR) employee hourly rate or other relevant Prepress cost / hour figure i.e. 45, BHR is defined as the total cost of operation for a specified period divided by the number of available hours in the same period for a particular department or piece of equipment. iii. Running Speed (sets / hour) if Offline Finishing, enter the number of completed sets / hour the Finishing / Bindery Department can produce based of the Case File job. iv. Materials Cost (if applicable) 1. Per Page enter the per page cost i.e for lamination 2. Per Set enter the per set cost i.e for staples or bind 13. Repeat all the Steps in #12 for the second Press Workflow (if applicable). a. If Outsource workflow, all non-applicable categories will be grayed out. Enter the Outsource Cost and Outsource Cost for 5% More Volume. 14. Press 1 and 2 Detail (For a Digital or Offset Workflow, Press Details must be entered to reflect total job costs. If an Offset Workflow, add the Steps in #15 for the Offset Press Detail section) a. BHR (Budgeted Hourly Rate) - BHR is defined as the total cost of operation for a specified period divided by the number of available hours in the same period for a particular department or piece of equipment. Two Options are available: i. Enter the Digital or Offset Presses Budgeted Hourly Rate (BHR) if is known i.e. 100, , 200, 250. Ensure the decimal point is in the correct location when appropriate. ii. Calculate a BHR by clicking on BHR Calculator and enter the following: 1. Operator Wage per hour i.e. 20, 25.5 ensuring the decimal point is in the correct location when appropriate 2. Benefit Uplift % - If do not know, per Epicomm (formerly NAPL) estimates the national average to be 25% of wage i.e. enter Indirect Labor Uplift % - If do not know, per Epicomm (formerly NAPL) estimates the national average to be 20% of wage i.e. enter Number of Shift per week i.e. 1, 2, 3 5. Press Hours number of hours the Press is used per Shift per week i.e. 20, 35, Operator Hours Hours the Operator is assigned to the Press per Shift per week i.e. a. Does the Operator run 2 Presses at once use half running hours i.e. 20 b. Is the Operator paid for 40 hours regardless of Press hrs use 40 hours i.e. 40 c. Does the Operator have other duties beyond Press Operator? Use only Operator hours i.e Monthly Equipment Cost or Depreciation including Accessories a. Use Principle & Interest payment if on lease or payment plan b. Use depreciation cost based on Accountant provided information c. If paid for, enter monthly cost of a replacement Press 8. Machine Utilization % - Utilization rate %; % of Press Hours producing output i.e. 75, Standby Power (kw/hr) Found on a product specification sheet, Customer Expectation Document or Customer Expectation Installation Guide i.e

4 10. Running Power (kw/hr) - Found on a product specification sheet, Customer Expectation Document or Customer Expectation Installation Guide i.e Electric Rate per kw/hr Enter the Electric Utility Cost found on their electric bill i.e..06 for 6 cents. Ensure all decimal points are entered correctly. 12. Insurance Cost Enter the Press Insurance Cost per month i.e. 20 for $ Rent and Heat Enter the related Monthly Rent and Heat cost based on Press Floor Space based on Press configuration i.e. 400 for $ Service Cost Per Month (Offset Only) a. Number may consist of parts, consumables, parts, labor, Vendor Service Contract, etc. or a combination of all the above if service themselves as well as have Vendor service on time and materials as needed i.e. 200 b. If know prior year s annual Service expense, can divide that figure by 12 and enter that number here. 15. Supplies Cost Per Month (Offset Only) a. If part of this number is included in the Service Cost, do not double count in Supplies i.e Other Cost Per Month If applicable, include any additional items relevant to the business not already captured here i.e. 50 for cost of employee uniforms and cleaning rags. 17. General Factory Uplift % a. These are factory related costs not directly traceable to jobs i.e. lift equipment, washrooms, cafeteria, common supplies, common areas b. If do not know, per Epicomm (formerly NAPL) estimates the national average to be 15% of job costs i.e. enter SAG Uplift % - Selling, Administrative and General Expenses. a. If do not know, per Epicomm (formerly NAPL) estimates the national average to be 42% of wage i.e. enter Click on Calculate BHR button and calculated BHR will appear as a total number 20. Click on Press 1 button to return to Press 1 Detail screen b. # Units on Press Enter the # of Colors / Towers the Press is capable of running i.e. 4 = CMYK, 5 = CMYK + 1 specialty color, 1 = Black Only c. Running Waste enter the % of Running Waste that is known for an existing Press or estimated on new Press i.e. 2 d. Digital Service and Supplies (If Digital Press Only) i. Customer Average Monthly Print Volume Enter as 8.5x11 or A4 equivalents i.e. 25,000 two-sided 11x17 / A4 sheets = 100, x11 / A4 equivalent sheets ii. Fixed Base Cost Enter fixed Service base cost i.e. 0, 650, 1250 iii. Specialty Ink Monthly expected cost of specialty ink based on expected usage if applicable i.e. 152 for 1 container of Clear Dry Ink based on Supplies Price Sheet iv. Toner Plan Toggle to Yes if Toner is not included in the Service Plan. 1. If Toner is included in the Service Plan, include Supplies cost based on sheet size in the Click Charge line item on the Main Screen. e. Toner Out Plan (Digital Only) i. Published Yield % Using the Press Supplies Price List, enter the % published yield used for the Press supplies listed i.e. 6, 8, 15 ii. Cost Per Carton Qty 4

5 1. Enter the cost per carton based on the quantity level used to purchase supplies for each color indicated for up to 10 Toners CMYK + up to 6 others based on Press used i.e Fuser Fluid / Carton If applicable, enter cost per carton based on quantity level purchased i.e Developer / Carton If applicable, enter cost per carton based on quantity level purchased i.e. 350 iii. Coverage / Color per Letter Impression 1. Enter the estimated average Area Coverage % per color on a letter size 8.5x11 / A4 equivalent sheet based on the types of jobs they do an i.e. 20, 45, The Area Coverage Samples button at the bottom of the web page can provide guidance. 15. Offset Press Details Section (Differences vs Digital) a. At the bottom of the Offset Workflow Prepress, Print and Finishing workflow sections Click on Press 1 or 2 Detail as appropriate b. Follow the BHR section details in Step #14 ensuring the Service and Supplies Offset Only sections are completed. c. Perfecting Toggle to Yes if the Offset Press is a Perfecting (two-sided) Press. d. Make Ready (per pass) i. MR Time (min) Enter job Make Ready time in minutes i.e. 45 ii. MR Waste Sheets Enter job Make Ready Waste Sheets i.e. 400 e. Drying Time i. Drying Time Between Passes (min) Enter job drying time between passes in minutes i.e. 10 ii. Drying Time Before Finishing (min) Enter drying time before Finishing in minutes i.e. 180 f. Supplies i. Post Job Waste Per Color (lbs) Post job waste per color in lbs i.e..022 for 2.2 cents ensuring the decimal point is in the correct location when appropriate. ii. Washup Time Per Job (min) Washup time per job in minutes i.e. 10 iii. Color Ink and Black Ink Sections 1. Cost / lb Enter the cost of color and black ink per lb i.e. 5.5 for $5.50 ensuring the decimal point is in the correct location when appropriate. 2. Coverage Square In / lb - Enter the coverage square inch per lb of color or black ink i.e , g. Plate Making 1. Plate Costs (If not a Film Process) a. Cost Per Plate Enter cost per plate i.e. 6 for $6 b. Hourly Rate Enter the Budgeted Hourly Rate (BHR) for the Plate Making or Prepress Department i.e. 45, 55. BHR is defined as the total cost of operation for a specified period divided by the number of available hours in the same period for a particular department or piece of equipment. c. Time Per Plate (min) Enter the time it takes to create a plate in minutes i.e Film Costs (If not a Plate Process) a. Imagesetter Hourly Rate Enter the Budgeted Hourly Rate (BHR) for the Imagesetter i.e. 45, 55. BHR is defined as the total cost of operation for a specified period divided by the 5

6 number of available hours in the same period for a particular department or piece of equipment. b. Film Cost Per Foot Enter the film cost per foot i.e. 8 c. Film Width (In) Enter the film width in inches i.e. 11, 17, 22.5 ensuring the decimal point is in the correct location when appropriate. d. Film Process Time Min Per Foot Enter the time it take for the film to process in minutes per foot i.e. 10 e. When done, go to the top of the web page and click on Back to Main Screen 16. After all data entry is complete, at the bottom of the web page, press the Refresh Report Data button and the Report data at the top of the web page will populate. 17. Save the most current version of the ezjet Case File by selecting the Save ezjet Case File at the bottom of the page with its relevant name. 18. To save and print the Reports, at the bottom of the web page, press the Reports button. a. Save an excel spreadsheet version of the ezjet Case File under a new relevant name related to the Case File i.e. Xerox 1000i Offset 1.5K Sell Sheet.45 ezjet.xls. b. Ensure the file has an.xls file extension. 19. To view the data and graphic Reports, open the.xls file created. a. Data Report i. Shows all the ezjet Case File inputs for each Press Workflow. 1. Press Name Press Name entered at the top of both workflow columns 2. Total Job Cost Case file total job cost based on job specifications, Press details, business assumptions and three steps of the workflow (prepress, print and finishing) 3. Prepress Total cost of Prepress step based on entries 4. Finish Total cost of Finishing step based on entries 5. Production Time Case file total production time based on job specifications, Press details, business assumptions and three steps of the workflow (prepress, print and finishing) 6. Prepress, Print & Finish Total Prepress, Print & Finish time based on entries that equates to Production Time 7. Elapsed Time Min Minimum elapsed time based on workflow 8. Elapsed Time Max Maximum elapsed time based on workflow (typically Digital Press minimum and maximum time are the same as there are no plate, makeready time or drying time factors in play) 9. Prepress, Print & Finish Min and Max Minimum and maximum Prepress, Print & Finish time based on entries that equates to minimum and maximum Elapsed time per workflow 10. Cost Per Set Cost per set based on total job cost for three steps in the workflow and number of sets (run-length) 11. Prepress, Print & Finish Total Prepress, Print & Finish cost per set based on entries that equates to total cost per set per workflow 12. Cost Per Page Cost per page based on total job cost for three steps in the workflow and number of sets (run-length) 13. Prepress, Print & Finish Total Prepress, Print & Finish cost per page based on entries that equates to total cost per page per workflow 6

7 14. Profit Based on total job cost and markup % entered in Case File 15. Target Selling Price Calculation based on total job cost and markup % 16. Markup Calculation based Case File assumptions for each workflow a. Run length -- Number of sets b. Finished Size Width and Length c. # of Finished Pages in the Job Specifications d. Budgeted Hourly Rate (BHR) for Prepress e. Press Budgeted Hourly Rate (BHR) f. Speed of the Press g. Press Details including waste h. Service and Supplies i. Purchased Consumables j. Materials Cost b. Overview Report Simplified View of Detail Report showing the following information. i. Total Job Cost ii. Prepress, Print, Finish iii. Production Time iv. Prepress, Print, Finish v. Elapsed Time vi. Prepress, Print, Finish vii. Cost Per Set viii. Prepress, Print, Finish ix. Profit x. Target Selling Price c. Production Cost Report i. Color coded bar chart that shows the total production cost of the three steps of the workflow (Prepress, Print, Finish) and compares both Press workflows d. Production Time Report i. Color coded bar chart that shows the total production time of the three steps of the workflow (Prepress, Print, Finish) and compares both Press workflows e. Crossover Report i. Color coded chart that shows the job crossover point between both Press workflows and the impacts to cost per set as the run-length (# of sets) changes f. Cost Contribution Report i. Color coded bar chart showing the total cost to produce the job and contribution profit contribution based on the markup %. ii. Bottom numbers synopsis reflects the cost breakdown by page, markup%, total job cost, target selling price based on markup % and amount of profit. g. Full Detail 1 Report Full details by Workflow Step for Press 1 h. Full Detail 2 Report Full details by Workflow Step for Press 2 SUPPORT: The ProfitQuick Hotline can be reached at: o 1 (800) , Option 6 o profitquick.support@xerox.com o Hours are 8AM ET 12AM ET, Monday Friday and closed on US Holidays. 7