A: A mid-year ERP review in DELMIAWorks is not a formal audit process. It is a structured set of questions applied to the data your system has been collecting since January, with the goal of understanding what H1 actually looked like and where H2 needs to go differently.

The review has five areas. Each one uses reports and data that are already inside DELMIAWorks. No external tools or data preparation required.

Area 1: Production Performance Against Plan

Start with the most fundamental question: how closely did actual production match the plan across H1?

In DELMIAWorks, pull your production performance reporting by work center and by job type across Q1 and Q2. Look at schedule adherence, actual versus planned completion dates, and throughput rates against standard.

What you are looking for is pattern, not one-off events. A work center that ran behind schedule in March and again in May is telling you something. A job type that consistently misses planned completion is telling you something. Individual misses are operational noise. Repeated misses against the same work center or job type are structural.

Any pattern that has repeated across two quarters will repeat in Q3 without a specific change. Name the patterns and decide which ones to address before H2 starts.

Area 2: Job Cost Actuals Versus Estimates

Pull your job cost variance report across all closed work orders in H1. Sort by the gap between estimated and actual cost, largest variance first.

For the work orders with the widest gaps, break down where the variance came from. Material usage over standard. Labor hours over standard. Machine time over standard. Overhead allocation. Each source points to a different root cause.

Material variances often indicate BOM inaccuracies, substitution patterns that are not reflected in the standard, or scrap rates running higher than the estimate. Labor variances often indicate setup time underestimation, operator efficiency gaps, or routing steps that do not reflect how the job actually runs. Neither fixes itself. Both inform whether your H2 quotes are being built on accurate cost assumptions.

If a category of work is consistently more expensive to produce than estimated, your quoting on that work is systematically underpricing it. Finding that out in June is significantly better than finding it out in a year-end margin review.

Area 3: Inventory Health

Run a full inventory analysis covering four dimensions: accuracy, turnover, slow-moving stock, and carrying cost.

Accuracy: Compare your DELMIAWorks inventory records against a cycle count of your highest-value or highest-volume items. If there are discrepancies, they have been accumulating since the last full reconciliation. Identify the source and address it before H2 adds more transactions on top of an inaccurate baseline.

Turnover: Calculate inventory turns by item category across H1. Items turning significantly below your target are tying up working capital that could be deployed more productively. Items turning significantly above target may be creating stockout risk heading into higher-volume H2 months.

Slow-moving stock: Flag any items that have had no movement in 90 days or more. Slow-moving inventory left unaddressed through H2 becomes year-end dead stock. Address it now while there is time to liquidate, repurpose, or disposition it.

Carrying cost: DELMIAWorks tracks the cost associated with inventory on hand. Review it against your H1 revenue. If carrying cost is growing faster than revenue, inventory management is consuming a disproportionate share of working capital.

Area 4: Quality Trends

Pull your non-conformance and scrap reports across H1, organized by work center, operation, item, and supplier.

Look for the same pattern logic that applies to production performance. Recurring quality events at the same work center or on the same item are not random. They reflect something about the process, the material, the tooling, or the operator training that has not been addressed.

Review open corrective actions. Any corrective action that was opened in Q1 and has not been closed is either waiting on resources or waiting on ownership. Neither is acceptable heading into H2. Assign closure dates and owners before June ends.

If a supplier is appearing disproportionately in your non-conformance data, that relationship needs a conversation before Q3 production depends on their material.

Area 5: Customer Delivery Performance

Pull on-time delivery performance by customer across H1. Sort by your most strategically important accounts first.

For any customer where on-time delivery has been below target, understand whether the cause was internal or external. Internal causes, such as production scheduling, material shortages, or quality holds, are within your control to address. External causes, such as supplier delivery issues or customer-driven changes, may require a different response.

Before Q3 starts, contact the customers where delivery performance has been weakest. Do not wait for them to raise it. A proactive conversation demonstrates accountability and gives you the opportunity to set realistic expectations for H2 rather than managing disappointment after the fact.

Putting It Together

A mid-year review does not need to be a multi-day project. The five areas above can be covered in a focused half-day session with the right people in the room: operations, finance, quality, and purchasing. Each area should surface two or three specific items that will be addressed before Q3 starts, with owners and target dates assigned.

The output of the review is not a report. It is a short list of decisions made and actions assigned. That list is what makes the difference between a review that improves H2 performance and one that describes H1 without changing anything.

DR Software Services works with DELMIAWorks users to structure reviews like this as part of our application process assessment and post-go-live support services. If you want guidance on how to set up and run a mid-year review for your specific operation, reach out at info@drsoftwareservices.com or visit drsoftwareservices.com/our-services/application-process-assessment.