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MAX Procedures

"Complete documentation on how MAX ERP is intended to work."

Process Delivery

Process Flowcharts

Process Flowcharts

Process Flowcharts

 Our process flowcharts show two different views of MAX.  Swimlane views show the high-level flow and responsibility.  Detailed flowcharts show specific decision making and steps.  Both are essential for developing processes and people.

Format:  LuicidChart/Microsoft Visio

Process Documents

Process Flowcharts

Process Flowcharts

 Our process documents discuss the MAX process flowcharts in easy to follow, step by step format.  Actual MAX features are called out and reference to work instruction level documents as made.

Format:  Microsoft Word 

Work Instructions

Process Flowcharts

Work Instructions

 Our work instructions get into the details of how you enter data in specific MAX screens.  Screen shots of actual MAX screens are incorporated.

Format:  Microsoft Word

What You Should Know ...

Additional Facts

About our MAX procedures, processes, and work instructions:

  • Have evolved from decades of working with actual MAX organizations across multiple industries.  
  • Are designed using the same models and structure as our MAX Training.
  • Contain over 400+ documents, with more in process.
  • Include all commonly used MAX modules.
  • Include commonly used MAX Enhancement modules (i.e., data collection, small package shipping, etc.)
  • Are easily customizable for your local needs, including the use of local user designed fields.


Documentation includes:

  • Swim lane and process flow charts.
  • Written processes.
  • Written work instructions.
  • Sample logs, request forms and worksheets.
  • Specific Crystal Reports for managing critical processes.
  • Automation opportunities.
  • MAX Dictionary - Terms specifically used in procedures, processes and work instructions.


Please use the "Contact Me" link below for a discussion on your current MAX process documentation requirements and challenges.  The first call is always free. 

Downloads

Any of the courses listed in these documents may be taught at your organization.

MAX_ProcedureDevelopment_2022Aug08 (pdf)Download
MAX_Procedures_FactSheet1 (pdf)Download

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