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How to deal with broken workflow and uninformed salespeople? 8

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Kwerk

Mechanical
Mar 14, 2015
6
Hello, I currently work as a mechanical engineer in a company that makes tooling and racking for the metal finishing industry. I am 1 year in to this position.

We currently have three engineers being fed by seven salespeople, so there is a huge backlog of projects. Our projects are submitted by the salespeople to us and include a request, specs, and a deadline. We are rated in our performance based on meeting this deadline, but there is no method of tracking our productivity or capacity.

For instance, if ten requests come in in one hour that all say they're due tomorrow, and we don't get them done tomorrow, then we're late. Now out in the shop they schedule every single person's manpower down to the fifteen minute bathroom breaks. The manager in the shop knows exactly how much one person can produce per day in terms of parts, setups, etc, and won't let us schedule any more fabrications than can be completed by our manpower.

In engineering we are expected to be able to complete infinite projects on arbitrary deadlines constantly.

To add to this, our salespeople are consistently providing us with incorrect information. I've had the same project come back four times because the salesman has gone from "we need to rack the part in this hole on this angle for drainage and they want two different concepts and prototypes" and after we design, draw, estimate, and make their protos, it's "actually it's this other hole" and we design, draw, estimate, and build the proto. Now it' come back for the fourth design/drawing/estimate/proto because the salesman or customer keeps getting it wrong. Not to mention every single one of these has had the sales comment "Oh these guys are hot to trot on this one..." "This is going to be a big order..." "How soon can we get this out?" Maybe it would be faster if the salesmen could do more than e-mail forwards.

Another problem is that we work in the same office, so the (relatively new) salespeople have no problem walking up to any of the engineers who are trying to work and pestering them with questions that should be going to the sales manager (25 year veteran). We each lose an hour a day minimum on these little walk-up questions that range from "If I want to sell a fabrication that we don't yet have a drawing and estimate for, do I need to request a drawing and estimate?" to "This customer asked me for a fabrication we've never made, out of a material we've never used. Can we do that for them? He's on the phone right now and needs an answer. Want me to transfer him over to you?"

No, we don't want to talk to the customers.

In addition, and most upsetting, is that sales expects engineering to be their personal staff instead of all working for the same company. We get one salesman in particular (20 year veteran) who submits his requests with sketches and dimensions attached.

When we hold to his sketches he always says "Why so expensive? They'll never pay that much." (Well you could trim up your margin?) "What if you... machine the parts faster?" Yeah great idea I wonder why I didn't think of that I'll tell them to kick the spindle up to 20,000 RPMs for you, and only for you.

When we trim some fat he says "Did you get the sketch I attached? Why aren't we holding to the sketch? (Listens to reasons.) Yeah... I think I want to stick with what I sketched for you..."

He'll draw something on a sketch, then see it actually on a drawing we made and want to change dimensions because it doesn't look right. I'm thinking, guy, there are free personal use CAD packages out there, or break out a sheet of graph paper.

When we hold to his sketch and it works he takes credit for the design to the sales manager.

When we hold to his sketch and it doesn't work he says "How could you do this to me? I need you to prove this out?" Actually, no. I don't need to prove your half-baked all-intuition no-engineering ideas work. All I need is to have documentation of where the specific parameters that don't work came from. And those parameters came from sales.

When he includes a design for reference from the same customer and we take dimensions from it because those dimensions obviously already work with the customer's overall equipment line dimensions, we get "Oh, I only said reference drawing XX for the general style of how we're designing this, not for any dimensions. No, I only said REFERENCE XX meaning take a quick glance at it but don't actually reference any features or dimensions."

This guy uses these tactics to squeeze as many re-designs, re-draws, and cost cutting re-estimates out of us as possible.


Since I program machines on the production side and do design/drafting/estimating on the engineering side, I get hit from both ends. And if there are any typos or errors or little slips in the dozens of different excel forms, cad files, cnc files, work order software files, BOMs, etc, and it's our job to check every shop order that passes through our hands to make sure that each of the numbers on every sheet of paper matches all of the numbers of the other sheets of paper. The shop manager is pushing as much fabrication and machine work as possible into engineering, so that we program it and in his words "he could get a trained monkey to load the material and push the green button." Nevermind consulting our fabricators for their expertise, just push it onto engineering. Buy a sixth different software package for another machine and have Kwerk learn it. He's good with computers.

In all, I'm using my BS in Mechanical Engineering to do very little engineering. Most of the work is filling out forms for our ISO certification, programming various machines, drafting in CAD, being the only person in the office who can work in 3D, being dragged into talking with customers who don't know what can physically be built and won't take our advice, and little government projects for the owner.

Any advice? I mean I know I won't ask my boss to restructure the entire company, and he feels the exact same way I do on most of these issues. How do we do our engineering when the whole structure of the company is fighting us?

Thanks for your time!
 
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That's not just the sales manager's fault. The engineering manager is also allowing it.
 
I asked him specifically why he wasn't directing the salesman to his superior. In his words, the owner of the company wants Engineering to be where everyone comes with their questions. All it does is limit the intelligence to engineering and let the salespeople sell what they don't know. I got a request today from a salesman who had a 2 PC assembly. A threaded rod and a special internally threaded post with wrench flats. They attached together on the customer's drawing.

They wanted the rod made from stainless and the post made from mild steel. I asked the salesman what kind of environent they were putting these in, and I get a blank stare because of course the material handling and chemical process metal finishing tooling salesmen don't see any issue with mixing materials in corrosive environments.
 
"the owner of the company wants Engineering to be where everyone comes with their questions."

Choose your fights. That idea is not incompatible with selecting somebody, quite likely you, as the goto man in engineering for the sales people, as somebody else suggested above. Once you have control of the interface, then you can decide between yourselves and your manager what happens in the black box.



Cheers

Greg Locock


New here? Try reading these, they might help FAQ731-376
 
Thanks, all. Now we've got salespeople submitting requests for projects using structural steel our welders don't know how to work with, asking for load ratings we can't guarantee -(see welding), and acting all put upon when it takes longer than items we have experience with.

I'm going to tell my boss that either we start declining these projects or we make them buy-sells until we actually get training on these new fabrications.
 
I agree with others that your boss is a part of the problem: He should make sure the organization is so that you can work well. I do a similiar job (costing plants and writing proposals, with the engineering that goes with it), my boss keeps a list with all projects we need to do work for, asks the salespeople for the priorities they give and allocates accordingly. For a while, there was only one 'prio1' project per sales guy allowed.

Mind you, the sales guys still went around the process, and from time to time that is actually ok. The problem with sales people is that they havethe mindset (and sometimes justified, depending on company culture) that they have to sell projects internally too - that's why every single customer, according o them, is waiting pen-in-hand for an offer to sign. They also sometimes have the mindset that they ompete not only with the competition and each other for customers, but also with each other for in-house support. This is where the sales lead could step in if he wanted to, to create another climate between his guys.

Your description does not sound like management see a problem they want to fix. I don't know if this is actually true, if they would attack the issue if they knew more, or what is needed to move them. I think the short-term solutions/survival treicks mentiones by others should be your first step (document to cover your ass, get your collegues on board) and of course learn what you can, to jump ship later.

 
If the job priorities really aren't getting set by the managment team you could go back on the sales team telling them that the sales people that provide the most complete and acurate submittals get their jobs done first. I used to process production change requests from four different production lines and the most complete requests went first and they usually came from only one of the production lines. This eventually drove up the quality of the requests from the other 3 production lines
 
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