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PK The Right Way

PK The Right Way is a Health Check of your PK ERP software environment. It is intended for customers that have had the solution for extended period of time (several years) and are concerned that they may not be using all of the software’s functionality, or not taking advantage of best practices, or are interested in tips and tricks to get the most out of their ERP system.

PK The Right Way is a free onsite evaluation of your usage that will culminate in a written action plan to address your needs.

Questions You may be asking

Read the questions below and if you find that you’ve been asking yourself these questions or if they have you wondering if gaps may exist because of employee turnover or not adopting new functionalities then it is probably time to reach out ask for a PK The Right Way evaluation.


  • Do you know if you are using PK effectively?

  • Are you getting full use of all the maintenance costs you are paying ProfitKey?

  • Did you fully complete your installation of PK?

  • Do you have new employees that have never been properly trained?

  • Are you frequently creating reports to help you around the system?

  • Are your Inventory dollars correct?

  • Are you on the current release of the product?

         o    The current Release is 8.1.5.

  • Do you find items are missing on your MRP listing?

  • Have you paid for internet classes to find you quickly go back to doing things the old way?

  • Are you getting what you want in Labor reporting?

PK The Right Way – The Evaluation Day

When you sign up for a PK The Right Way evaluation a ProfitKey expert will schedule a day at your facility.

The agenda below lays out a typical day’s activities.

9:00 – 9:30
Discuss Agenda with upper management and key users
9:30 – 10:30
Customer Service (Order Entry)
10:30 – 11:30
Engineering (Product Structure, Routing)
11:30 – 12:30
12:30 – 1:00
1:00 – 2:00
Production Control/Planning/Scheduling
2:00 – 3:00
Shipping & Inventory Control
3:00 – 4:00
4:00 – 4:30
Wrap-Up meeting & brief discussion of findings



Within one week from the visit you will receive a report detailing findings, recommendations, cost, and estimated value of implementing the change recommendation.


A sample of some of the recommendations that have been suggested include…

Return Material Authorization Module not being used
Train users on use of the RMA Module
(2) hour class via Internet - $400
Savings in hours of ~ 75 hrs./yr. and more accurate information for credit and decisions on returning materials back to stock
Tried numerous times to show folks what to do but couldn’t because they didn’t have access to the Module(s)…
Please review security settings and open access to modules A, B, and C to … on the Z Team with the exception of … Once completed I would suggest a Basic Navigating course to introduce to your team how to use PK to process Orders correctly within the system
(1) hour class via Internet - $200
Savings would be hard to measure but the number of created “off system” reports and the time it takes to create and update them would be reduced significantly
Not using Estimating Module and manual method is yielding questionable numbers and takes a long time
Train … on the proper use of the Estimating Module and load all drawings into PK with one program
(1) hour class via Internet - $200, and $x to collect and move all drawings into system
Savings in …’s time of anywhere ~ 150 hrs./yr.
Using spreadsheets to schedule office and jobs, resulting in them not getting to the floor on time
Use “User Defined Fields” for scheduling these items
Time savings from elimination of spread sheets with added benefit that they are linked to all of your open jobs... Reports can then be produced thru preferences
Not using “Folders”
Use “Folders” throughout the system. From Customer orders thru Shipments…start with Customer Service and Engineering with drawings
Not attaching prints to work orders as they will be available on Mobile MES Tablets ~ 400 hrs./yr.
Using a separate and older time and attendance system
Use “Attendance” portion of MES
Module use enforces discipline of clocking in for the day before working on jobs and punching out on jobs before they clock out ~ 200 hrs./yr.
No “Owner” of the Master File
Train all that are involved in maintaining this very important Master File
(2) hour class via Internet - $400
Estimated savings ~ 300 hrs./yr.
Job shipment screen being manually updated with tracking numbers
Add a bar code scanner to scan tracking numbers into the job shipment screen
Time savings ~200 hrs./yr. plus added savings in accuracy
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