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Hi, I have a 10 Page Narrative I wrote to submit to the CAEL-(Answered)


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Hi, I have a 10 Page Narrative I wrote to submit to the CAEL college Credit council about my work experience in hopes I can get credit for a class. ?Its 10 Pages (double spaced) therefore comes out to 20 Pages. ?It's in APA style format. The APA format is not consistentwith the whole paper. I need someone to edit it and insure the whole paper is APA style, ?spacing, check grammar and spelling. ?Change a sentence structure around if you feel a different way of wording makes sense. ? Make sure the three sources I sited are APA style.

?The references ?on the last page are a list of ?documents I will attached to the narrative so you dont need to worry about that . ? ??

Running Head: Learning Narrative






Operations Management (BUS335)


Learning Narrative


Albert Kaliel


School of Professional Studies - City University New York









Background, Education and Aspirations.


My name is Albert; some friends call me AL, or Albie if they want to annoy me.



I was



born in Brooklyn, and raised in Southern California, where I lived until the age of 18. Growing


up in Newport Beach, Ca. was fun and exciting, the beach was a bike ride away, the sun was


always shining, and the neighborhood I grew up in was full of kids my age to keep me occupied.


One could say that California is almost a different world than New York but life brought me back


to my birth state and I moved to New York City 14 years ago. I cannot imagine living anywhere


else, New York although has its faults it provides many opportunities for people to build careers,


experience and a way of life that pushes its residents to become stronger.



My academic career was not one that I was able to focus on after graduating from High


School. Unfortunately by the age of 18 I had lost both parents and was left with a younger


sibling to support. Therefore, my late teens and early 20?s was concentrated on being a parent


and household provider. My attempts at going to college always ended with dropping out


because working and providing for brother and I was my priority. However, I did manage to


complete about 54 credits on and off during those difficult times. (See college transcripts)



I have accomplished many things in my life except earning my degree, and when I do, I


will consider it one of the hardest accomplishments I ever had to achieve. The reason I am


choosing Business as my major is quite simple, it coincides with my career ambitions and what I


have been able to succeed in despite the lack of degree. I have been working in the operations









management, logistics/distribution industry for almost 12 years, and have learned every aspect of


it; I am currently the VP of Operations for a lighting and furniture manufacturer/distributor. The industry of retail distribution/logistics/warehousing and operations


management can be quite challenging especially managing the multiple staff members in each


division who may have their own department interests. My career in has become a passion of


mine and so has the desire to excel to a higher level and position. I have an excitement for the


industry; I am respected senior manager and have a strong business sense, forecasting and


inventory control, marketing, and logistics experience. (See Resume)



With my current experience and hopefully soon my degree in Business, my aspirations in


five years are to open up my own company and do exactly what I currently do but in this case it


will be for my own products. I would like to develop a product, patent it, and make it available


to consumers via major retail stores across the country; I have the experience and skills to do this


because I am providing this service to my employer today. I find my work interesting, rewarding


and I am extremely passionate about seeing the end result of my work on retail store shelves. The


thrill of walking into a Target or Home Depot and seeing one of my products on a shelf is


satisfying. A consumer may not know how much work went into that item getting to the shelf of


the store but I do and I am proud of it. With my knowledge of vendor guide agreements, paten


laws, marketing and managing large departments of staff, I believe I have the experience


obtained from last 12 years to launch my own company.



So here I am at the age of 41 going back to school! I want to pursue my degree in


Business Administration in order to complete the full circle of my career. Since I have started at









SPS, CUNY in winter of 2014 I have completed 36 credits and I am currently taking 9 this


semester, I will be graduating after the completion of the summer 2016 semester. I feel that this


is an exciting chapter in my life, I have a great job, friends, family, and I am working towards


obtaining this missing piece of the pie; my degree. Petitioning for the course Operations


Management BUS 335 and providing examples, evidence and knowledge in a CAEL Portfolio


format will get me closer to my goal and utilize my informal knowledge to become formal by


receiving and earning the credit for the class. I have successfully completed the prerequisite


course BUS 310 earning 3 credits with B+ grade. I will provide my transcripts from Orange


Coast College, Orange College, American Intercontinental University, and SPS, City University


of New York to showcase my formal learning. In addition I will provide key documents that are


equally important for obtaining the credit through CAEL Portfolio. The documents I will


provide are examples of how I currently implement Operations Management obtained from


informal learning over various positons of my career and will be referenced throughout the





Operations Management BUS 335


The course I am petition for is ?Operations Management BUS 335 at the School of


Professional Studies, a division of City University of New York, and is a 3 credit course. City


University of New York is accredited by Middle States Commission on Higher Education. The


course description per the course syllabus is ?The purpose of the course is to develop an


understanding for solving common operations and production management problems faced by


decision makers, the use of the computer for solving operations management problems. The


course discusses topics such as decision theory, project scheduling, linear programming,









forecasting, inventory/ quality control and queuing model. The importance of integrating


business decisions with corporate social responsibility.?



The course topics, objectives and outcomes are:



1. Understand why operations management is crucial for firms that wish to become more




2. Develop the skills to use a systematic approach to solving common business problems; in


particular to learn the importance of using OPM techniques to help improve quality,


ensure the completion of projects on time, and reduce costs.


3. Learn how to use mathematics, statistics, and a computer package to solve OPM




4. Queuing theory, decision theory, quality control, forecasting, linear programming


PERT/CPM, inventory management and simulation.


5. Importance of integrating business decision making with corporate social responsibility.









Statement of Purpose and Format


This narrative will outline my informal and formal learning as well as hands on


experience that I have gained from working in various positions throughout my career, and


specifically my current job as Vice President of Operation for a design and manufacturing


company in New York City. I will relate my experience in Operations Management to the core


concepts covered by the Operations Management course.



I have an array of management



experience that I implement on a daily basis that is covered by the BUS335 course. This course


in particular is extremely exciting to me as it will enhance my current role and allow me to


demonstrate my knowledge.



Narrative Topic, Outcomes, Objectives, Operations Management, SPS,




In this narrative I will describe my topics, outcomes and objectives in the order of the


course objectives and concepts as listed above 1-5. I will describe and demonstrate examples of


the course objectives/outcomes and my experience utilizing them in the past and current position.


I will provide documentation to back up the examples and prove I practice, utilize and


understand the concepts of the course by providing documents that are CAEL required such as


letter of employment, letters of knowledge. I will also include document samples of the various


related course material I currently produce and references in this narrative, such as inventory


forecasts, sales ranking, and Linear reporting methods. I will then begin to discuss how I l


informally and formally learned the objectives from the course utilizing the Kolb model. In









addition, I will describe what I have learned since I have studied the BUS335 course syllabus,


course material and from additional reading by other sources that I have researched for this class.


I will conclude my narrative with an overview, and describe how I plan to implement what I have


learned from the course and the outcome to my current job and academic career and a closing


recap petition for receiving PLA credit for BUS335.



Relevant formal and informal learning on for the course ?Operations





I believe I am extremely competent for the ?Operations Management? course due to


current responsibilities over several divisions at Adesso Inc. I am responsible for inventory


control for over 500 SKUs. I am also responsible for insuring the ERP management system


(Sage100) Is upgraded and programmed to the specification of the company?s constant changing


needs. On a day to day basis I make decisions on forecasting, quality control, using


mathematical and statistical reporting from Sage100.



The concepts described in the course



descriptions are ones that I practice on a daily basis. For example, the objective ?Importance of


integrating business decision making with corporate social responsibility? I will elaborate more


on this when I describe this objective further in the narrative.


After reviewing the course syllabus that I requested from my academic advisor, I must


acknowledge the possible gaps of knowledge I may encounter. One that immediately comes to


mind would be some of the terminology used in the course. Although the objectives of this


course are concepts that I put into place on a on a daily basis, I may not know the exact









terminology of all the concepts however, this is a great opportunity to learn some of the




The first objective listed on the course syllabus is ?Understand why operations


management is crucial for firms that wish to become more efficient.? The duties of an


Operations manager vary from organization to organization but usually includes; monitoring


Existing processes, analyzing their effectiveness; creating strategies to improve productivity and


Efficiency: creating manage quality assurance programs: and supervising, hiring and training




Operations Management/Managers are crucial for companies because we manage the day to day


activities as well as come up with new processes and strategies, therefore operations managers


need to be able to see the big picture. In my role, I am constantly analyzing reports and


statistical data. I present to board members new strategies and feedback by tracking budgets and


researching new technologies of methods of efficiency. My role as the Vice President of


Operations in a product industry is crucial because I manage inventory, warehouse facility


layouts, and our logistics and distribution centers. Adesso stores all its products in two


distribution center locations, Atlanta, GA and Los Angeles, Ca, I often visit both facilities and


review KPI?s. Key Performance indicators allow me to measure if our distribution goals are


within the standards and objectives.


An example would be our Drop Ship retailers such as require


Adesso to ship within 24hr of receiving an order. The KPI report is an example of how I can


determine if customers are receiving satisfactory service as specified in there vendor









agreements. In addition to shipping standards, KPI?s determine if our warehouse is shipping


Accurately and timely. I create KPI reports on a


monthly basis, and follow up with conference call to our warehouse management team on the


results and improvements needed and or issues that resulted in bad KPI scores. Another


important report that I create and review quarterly is the ?order volume report? The order volume


report gives a second direction as to how the company is performing on our volume of incoming


inventory and outgoing orders against the inventory. I run the report based on month and


previous year history. Therefore, the first objective of the class ?Understand why operations


management is crucial for firms that wish to become more efficient.? Is extremely


important because by using the examples of the KPI?s and the volume reports, I am able to


insure efficiency at our distribution centers, and implement improvements, changes, policies that


will insure the company is performing at an optimal rate. Uncovering the cause of quality


problems, and ensuring consistent production key to the success of any Operations Manager in


all fields. Last month after reviewing both reports, I was able to discover a slowdown in


shipping movements, and that led to realization that we needed to employ more warehouse staff


because the volume of orders had increased but the manpower was still at the same level. I


quickly instructed management to hire two temporary warehouse employees to insure and this


month, I have our KPI?s are back to optimal levels. I have attached the KPI (Key Performance


Indicator) reports to the portfolio as an example as well as the Order Volume Reports.



The second objective of the ?Principles of Management? Develop the skills to use a


systematic approach to solving common business problems; in particular to learn the









importance of using OPM techniques to help improve quality, ensure the completion of


projects on time, and reduce costs?. Operations Managers cannot have successful projects


without having the Project Management skills and techniques to execute a goal. An example


would be, our companies ERP system was not upgraded for various reasons, and that ended up


affecting the compatibility of computers that needed to use the ERP system. We could not run


our ERP system on Windows7 because we had not upgraded it, and all new computers had to


have the operating system, downgraded to XP, which is no longer supported by Microsoft. In


2015 I managed a costly and intricate project that spanned over 9 months. The project included


various partners with each one having a role.



I created a Project Database that had task for each



member of the project with completion dates. I constantly updated the database weekly as


progress was made, I conducted weekly phone meetings with all parties and after each task was


completed, I had a ?test team? to insure the programming was done correctly. In addition, I


managed the budget and cost of the project, insuring expenses were kept to a minimum. The


project was completed in September of 2015; we are now running on Sage100 from the former


system Mas90. The new ERP Sage 100 has upgraded various modules used by employees


across the board i.e.; accounting, order processing, customer service. The new system provides a


CRM (customer relation management) tool to allow sales reps to store information, notes and


follow up information. Without having the proper Project Management skills, the upgrade


would have not been able to be executed precisely as it was. There were over 100 modules


needing testing therefore, I assigned one person from each department as the ?tester? to insure


the programming and new system still had prior functionality but also the new functionality.


Project Management is a key component Operations Management. One of the resources I used


to learn Project Management skills is reading the book ?The Project Management









Communications Toolkit? by Carl Pritchard. It was a great help in learning how to keep


dialogue flowing and the importance of communication with all participants in the project. The


book also taught me how to receive feedback and criticism from project participants in a positive





Another example of Project Management in my Role and its importance of Operations



Management is at Adesso, we currently have two warehouses, one in Atlanta, GA and the second


in Los Angeles, Ca. We were considering combining both warehouses into one location in the


Midwest. I was given this project to determine if this was indeed beneficial to the company,


both financially and logistically. I immediately sent out a RFP (request for proposal) to various


large warehousing companies in the mid-west in order to compare pricing, as well as technology


requirements Adesso may need and new warehouse must have to insure capability. The project


of moving hundreds of thousands of items from both warehouse to a new one, the expense, and


the logistical impacts of our shipments to customers needed an expert in the field to advise us on


the possible issues, and the positives of such a move. I decided to hire a consultant who I


worked with for almost a full year and it was decided that the company was better off with the


two warehouses because the cost was beneficial and logistically we covered both the east and


west coast offering quicker shipping to our customers. This project required extreme diligence


and project management skills In order to gather financial, stastical, shipment and customer


preference information to result in the final conclusion. I have attached my project management


sheet outlining the details of the ERP project, and to show an example of how I managed the




The third objective listed on the course for Operations Management is ?how to use


mathematics, statistics and a computer package to solve OPM problems. Without utilizing









mathematics, statistics and the computer systems, companies will not be able to evaluate their


performance, needs, and direction of business. One of the crucial elements of Operations


Manager is to be able to forecast imminent issues that may result in loss of revenue, bad


marketing initiatives, products that are not selling, and customer reaction to overall satisfaction


of service.



With over 500 Sku?s, Two Factories in Asia, and Two 3PL (Third Party



Warehouses) it is my responsibility to review various reports on a weekly basis to get an


overview of the our inventory levels, inventory forecasts, (more on inventory forecasts in the 4th


objective) item sales ranking and sales month to month in comparison to the previous year.


These reports are created using our ERP system that generates the reports based on a


mathematical formula.



However, a formula has been programed in order for the system to



develop these reports. An example would be the item sales item ranking report is programed to


generate a review of items that are more popular and the sales dollars those items bring in.


Another extremely important mathematical formula is the for building of Containers from our


Asian Factories with product. The Dims of the various items, such as the weight, height, outer


box dimensions and size of Container are used to decipher how much product can fit into a


single container. The purchase orders to the factories that contain the quantities are based on that


mathematical formula and are key to maximizing a new shipment of goods.



I have attached



both the Sales Ranking Report and Example of how I build containers (PO) based on a


mathematical and systems approach.



The 4th objective is one of my favorite and is where I currently spend 65% of my job


fulfilling the processes of this objective. Queuing theory, decision theory, quality control,









forecasting, linear programming PERT/CPM, inventory management and simulation. The


importance of accurate inventory management can?t be emphasized enough when running a


business. A good inventory system provides high visibility of all items right down to the shelf


and bin of a company?s warehouse or 3PL. Inventory Management prevents stock outs, allow


for ample lead-time to replenish stock, and give you an idea of the value tied up in stock. In


order to keep Adesso able to replenish orders at an optimal speed I handle projections and orders


from our Factories in Asia. The decision theory behind projections varies but in my case, I look


at the last four months of sales. I then review the current open orders and customer forecasts and


try to estimate what we will sell for the next four months. Using the quantity of an item we have


on hand I determine the months of supply we have. For example, if we have 50 pieces of an item


on hand and I project we are going to sell 100 pieces then we have two months of supply. We


usually try to keep around four months of supply on hand, so I would reorder the item. Most of


our factories have MOQ (Minimum order quantity) of 200-300 pieces per item so I would


reorder based on the MOQ. If an item sells really well- say 150 pieces a month- I would order a


minimum of 600 pieces to have four months of inventory.


Usually we have to reorder enough items to fill a full container. If we don?t have the MOQ


based on the calculations I have outlined, I either wait until a container can be filled or I increase


quantities slightly to fill the container. In addition before cutting a PO (Purchase


Order) to our factories, I meet with the Sales Teams to discuss any


?programs: in place with any retailers that may diminish inventory outside of


the normal forecast.



In addition to inventory forecast and Decision theory,



another important aspect in this objective is Linear Programming. Just as


Inventory Forecasting and replenishment can disrupt a business if not









handled properly so can inefficient Linear Programing. When deciding the


cost of an item we factor in the Landed Cost (1st cost +duty + Ocean freight


charges = landed cost). Based on the landed cost a decision to mark up the


item anywhere from 45-75% is made based on the retailer it is being sold to.


Walmart for example would most likely have a lower markup than perhaps




It is one thing to design a great product and be innovative, but that


product quality and safety is as equally important as the design. I just wrote


about inventory management, forecasts, linear programming in the world of


manufacturing and how it relates to Operations Management. Next, I will


discuss another important aspect; quality management. Quality


Management is an attribute manufactures simply cannot hide. I have put into


place strategic framework to insure all Adesso Lighting products have the


highest standard of quality. I am in constant contact with our Factory


regulatory employees who report back to me on the quality of new products.


I have porotypes sent to the New York Office for inspection. In addition most


of our retailers send their own quality control representatives to our factories


to insure we are producing quality goods and within the safety regulations.









A PERT chart is a graph that represents all of the tasks necessary to a project's


completion, and the order in which they must be completed along with the


corresponding time requirements. Certain tasks are dependent on serial tasks, which


must be completed in a certain sequence. Critical Path Method (CPM) help managers to


plan the timing of projects involving sequential activities. PERT/CPM charts identify the


time required to complete the activities in a project, and the order of the steps.


I have attached one of my latest inventory forecast reports, a Purchase Order to


our factories based on the linear calculations I referenced, a Pert Chart that outlines the


product development stages from start to finish. In addition I have included the landed


cost calculations based on the Linear Programming formulas I described.


For this Objective I read various chapters of the book Operations Management (11th


Edition) by Jay Heizer, Barry Render



Importance of integrating business decisions making with Corporate Social


Responsibility (CS) the 5th objective for the Principles of Management course. I currently


insure that Adesso Inc. donates to charities and motivates employees to volunteer time to


organizations. I have initiated a company fundraiser for Making Strides against Breast Cancer


walk on October 19th after Adesso Co- Founder Margaret Traub passed away due to a long Battle


with Breast Cancer. We the (company employees) have raised over 8K in contributions so far to






the ?Making Strides? breast cancer foundation.






Another Corporate Social Responsibility that I



have put into practice is the donation of our products to local organizations in need. In early


2016, Adesso donated Products to the Ali Forney Foundation, a foundation that was founded for


LGBT homeless teenagers. Adesso supplied the Ali Forney center with lighting, furniture and


accessories in order to help with new housing projects. Corporate Social Responsibility


sometimes comes at a cost to the Stakeholders in the company, in many cases a loss to the


company?s bottom line. However in addition to a company?s moral standards the CSR initiatives


the benefits c...


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