Utilizing ERP Data
Translating ERP data into an accurate operational picture.
By Bryan James | Updated on 02/22/26
Translating ERP data into an accurate operational picture.
By Bryan James | Updated on 02/22/26
ERP systems are effective at detailing production plans. They are far less effective at detailing how work actually moves through a manufacturing environment once variability, backlog, and product complexity are introduced. A growing backlog indicated that our ERP system was no longer providing a reliable view of where work truly sat in the production process. Leadership decisions were increasingly driven by assumptions, manual reconciliation, and spot checks rather than accurate operational information.
To regain clarity, I analyzed our ERP database at the SQL level and linked work orders and products to their last completed operation and their intended next step—capturing who worked on it, when, and for how long. The resulting data was structured in Excel to provide the expected location of every part on the shop floor. By layering in required ship dates, associated revenue, and part types, management was given a summary-level view of backlog growth, bottlenecks, late orders, and revenue exposure.
Once a clearer baseline was established, I built a deeper operational view by walking the shop floor, speaking directly with personnel, and verifying the physical status of products. While accurate, this approach was not maintainable at scale. To address this, I leveraged a secured enterprise AI environment to codify that operational logic and apply it consistently to the ERP-derived data—automatically highlighting meaningful changes and exceptions. This reduced the number of products requiring daily follow-up from hundreds to a manageable handful.
Above is an example of the linked data set used in this work, shown here using LEGO products in place of company-specific data. While the raw table contains more detail than is immediately actionable on its own, each column is intentionally included to support the development of a clear, high-level operational view. When structured and analyzed correctly, this data enables accurate assessment of production flow, bottlenecks, and execution risk rather than obscuring them.
Here the data is summarized by product type and work station to reflect how work actually flows through our manufacturing process. While this breakdown would not be appropriate for every environment, it aligns closely with how constraints, handoffs, and backlog form on our shop floor—allowing issues to be identified and addressed where they truly occur.
On a separate view, individual work orders are grouped by their most likely next operation based on where they were last recorded. For example, work last seen at Injection is expected to progress to Cooling next. Organizing work this way shifts the focus from static system states to anticipated flow, making it easier to spot stalled work, emerging constraints, and misaligned priorities before they impact delivery.
By reviewing daily snapshots, this view makes it possible to see how backlog is trending over time—highlighting where work is accumulating, where it is clearing, and how late orders and revenue exposure are evolving across product lines.
Once a detailed spreadsheet reflecting shop-floor reality was established, I started each day by using AI to analyze changes in the underlying ERP data and highlight what had meaningfully changed since the prior workday. This allowed me to quickly determine which updates could be made confidently from system data and which items required physical verification on the shop floor—focusing attention where uncertainty actually existed. In the example shown, purple indicates completed work orders, while yellow highlights changes in process flow or labor time.
ERP systems describe plans. Operations run on reality.
Fully optimizing an ERP system takes time and organizational change. By translating existing ERP data into an accurate operational picture, we gain that time—stabilizing execution and freeing management to focus on higher-level decisions.