MAN6573 Midterm Study Guide

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University of Florida *

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6573

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Industrial Engineering

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Dec 6, 2023

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Introduction to SC 1. Supply Chain Overview 2. What Is A Supply Chain? A supply chain is the system of suppliers, manufacturers, transportation, distributors, and vendors that exists to transform raw materials to final products and supply those products to customers. The portion of the supply chain which comes after the manufacturing process is sometimes known as the distribution network. 3. Process View (Cycle View) Cycle view clearly defines processes involved, the owners of each process and specifies the roles and responsibilities of each member and the desired outcome of each process. Each cycle occurs at the interface between two successive stages Customer - customer order cycle (customer-retailer) Involves all processes directly involved in receiving and filling the customers order, customer arrival, customer order entry, customer order fulfillment, and customer order receiving Retailer - replenishment cycle (retailer-distributor) All processes involved in replenishing retailer inventories (retailer is now the customer), retail order trigger, retail order entry, retail order fulfillment, and retail order receiving Distributor - manufacturing cycle (distributor-manufacturer) All processes involved in replenishing distributor (or retailer) inventory, order arrival from the distributor, retailer, or customer, production scheduling, manufacturing and shipping, and receiving at the distributor, retailer, or customer Supplier - procurement cycle (manufacturer-supplier) All processes necessary to ensure that materials are available for manufacturing to occur according to schedule, manufacturer orders components from suppliers to replenish component inventories, however, component order can be determined precisely from production schedules (different from retailer/distributor orders that are based on uncertain customer demand), and important that suppliers be linked to the manufacturer’s production schedule 4. Intro to Push/Pull Difference between push and pull push is customer demand and pull is everything after that 5. Conflicting Objectives There are multiple goals for SCM as it is concerned with the efficient integration of suppliers, factories, warehouses and stores so that merchandise is produced and distributed in the right quantities, to the right locations, and at the right time in order to minimize total system cost and to satisfy customer service requirements (i.e. responsiveness, customization, etc.). Supply chain optimization is hard because it is complex, different facilities have conflicting objectives, the supply chain is a dynamic system (power structure changes), and the system varies over time. Suppliers objectives- stable volume requirements, flexible delivery time, little variation in mix, large quantities Manufacturing objectives- long run production, high quality, high productivity, low production cost Warehousing objectives- low inventory, reduced transportation costs, and quick replenishment capability Customers objectives- short order lead time, high in stock, enormous variety of products, low prices
6. Uncertainty and Trade-Offs The uncertainty that comes with SCM is hard to deal with because matching supply and demand is difficult, forecasting does not solve the problem, inventory and back-order levels typically fluctuate widely across the supply chain, and demand is not the only source of uncertainty (i.e. lead times, yields, transportation times, natural disasters, and component availability) How to deal with uncertainty : pull systems, risk pooling, information centralization, postponement, strategic alliances, and collaborative forecasting. SC Strategy 1. Supply Chain Strategy Competitive strategy defines the set of customer needs a firm seeks to satisfy through its products and services Product development strategy specifies the portfolio of new products that the company will try to develop Marketing and sales strategy specifies how the market will be segmented and product positioned, priced, and promoted Supply chain (or operations) strategy determines the nature of material procurement, transportation of materials, manufacture of product or creation of service, distribution of product; consistency and support between supply chain strategy, competitive strategy, and other functional strategies is important Corporate strategy is the organization’s positioning in terms of responsiveness, cost leadership, and product differentiation; collectively, all these strategies seek to exploit (external) opportunities and (internal) strengths, neutralize (external) threats, and address (internal) weaknesses. LECTURE NOTES: If you want a responsive supply chain you are going to need to make some decisions that can create higher costs (trade off: cargo shipping via plane versus boat) or a company can have a differentiated product. A company cannot switch between the two overnight there is an evolution which utilizes the corporate strategy.
2. Strategic Fit Strategic fit is the consistency between customer priorities of competitive strategy and supply chain capabilities specified by the supply chain strategy. Competitive and supply chain strategies have the same goals. A company may fail because of a lack of strategic fit or because its processes and resources do not provide the capabilities to execute the desired strategy. Evolution of competitive process (typical product life cycle) and correlates with marketing above the line and then operations below the line Ex: intel when they had different chip sets they reduced the variety consciously so they do not have a lot leftover in the decline to prepare for a new viable product and its life cycle On one side of the spectrum we have an efficient supply chain that is conscious about costs and then on the other side is responsive; to be in the zone of strategic fit determine your responsiveness in regards to your demand: a certain demand should have an efficiently run supply chain an uncertain demand should have a responsive run supply chain 3. Push vs. Pull vs. Push/Pull Push strategies (older) include production decisions based on long-term forecasts and ordering decisions based on inventory and forecast; but there are some problems with push strategies like the inability to meet changing demand patterns, obsolescence, and the bullwhip effect (excessive inventory, excessive production variability, and poor service levels). Pull strategies (newer) include production being demand driven where production and distribution is coordinated with true customer demand and firms responding to specific orders. Pull strategies result in reduced lead times (better anticipation), decreased inventory levels at retailers and manufacturers, decreased system variability, and better response to changing markets. However , pull strategies have a harder time leveraging economies of scale and it does not work in all cases. Example in class airplanes (made to order are all examples) To determine whether or not the supply chain process is either push or pull depends on the timing of their execution relative to customer demand. Pull : execution is initiated in response to a customer order ( reactive ). Push : execution is initiated in anticipation of customer orders ( speculative ). Push/pull boundary separates push processes from pull processes. As we know that push strategies is an older paradigm, there has been a shift from this view where production decisions are based on forecasting to the push-pull system where the initial portion of the supply chain is replenished based on long-term forecasts . For example, parts inventory may be replenished based on forecasts. Final supply chain stages are based on actual customer demand, for example, assembly may be based on actual orders. Ethan Allen LL Bean 4. Transportation The role of transportation in the supply chain includes factors affecting transportation decisions, modes of transportation and their performance characteristics, and transportation in a global environment. Transportation modes include Trucks (which account for over 75% of shipping costs in US and TL/LTL); truckload has a medium average cost per ton-mile, average haul = 274 miles, average capacity = 42,000 between 50,000 lb., low fixed and variable costs, and with major issues being utilization, consistent service, and back hauls. On the other hand, less than
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truckload , has a higher average cost per ton-mile, average haul = 646 miles, higher fixed costs (terminals) and low variable costs, and with major issues being location of consolidation facilities, utilization, vehicle routing, and customer service. Rail has a low average cost per ton-mile, average haul = 720 miles, average load = 80 tons, and with key issues being scheduling to minimize delays/ improve service, off-track delays (at pickup and delivery end), yard operations, and variability of delivery times. Air is the most expensive with a very high average cost per ton-mile, limited weight for cargo, and with key issues being location per number of hubs, location of fleet bases per crew bases, schedule optimization, fleet assignment, crew scheduling, and yield management (these issues are only prevalent if the company is running their own fleet). Package carriers Water is best for low cost apparel since there are limitations to certain geographic areas, including oceans, inland waterway systems, and coastal waters, have very large loads at very low costs, is the slowest, and is dominant in global trade (autos, grain, apparel, etc.) Pipeline Bikes The choice of transportation mode comes down to a manager who must account for inventory costs; a mode with higher transportation costs can be justified if it results in significantly lower inventories. Companies can be intermodal where they use more than one mode of transportation to move a shipment to its destination with the most common examples being rail/truck and water/rail/truck or water/truck. This idea has grown considerably with increased use of containerization and increased global trade has increased use of intermodal transportation. This is more convenient for shippers (one entity provides the complete service); however, the key issues involve the exchange of information to facilitate transfer between different transport modes. There are logistics to consider between international and domestic transportation like it being riskier and more complex, attention now being paid to cultural, political, and economic factors, interpersonal management tasks are more difficult, inventory costs are higher (pipelines are longer and slower, uncertainty increases safety stock, product proliferation meaning more SKUs, and pilferage and risk which increases carrying cost). Also, international transportation is more difficult and costlier since there will be multiple modes of transportation, manager has to deal with new terms, different intermediaries, complex documentation, as well as need for consolidation of large shipments, slower costlier service, and international facilities networks difficult like possible lack of infrastructure. Sourcing 1. Overview There are multiple roles of sourcing in a supply chain Purchasing , also called procurement , is the process by which companies acquire raw materials, components, products, services, or other resources from suppliers to execute their operations. Sourcing is the entire set of business processes required to purchase goods and services. Outsourcing is the supply chain function being performed by a third party. One of the purchasing department’s most important functions is the initial evaluation and selection of suppliers . 50% of a firm’s quality problems result from poor selection and management of the supply base. It is important to select only those suppliers that can meet a purchaser’s requirements in many different performance areas. The supplier selection criteria entails (Sydney Quit Cold Turkey)
Speed Quality (good quality will help and bad quality will kill) Cost Technology (suppliers may help introduce new technology and will help with product and process design) There are also supplier attributes that make them more attractive including overall personnel capability, cost structure (think of it as public vs. private company), quality management philosophy, process and technological capability, including design capability, environmental regulation compliance (very important nowadays since this information is more readily and would be a huge PR hit), and financial capability and stability. Additionally, good suppliers have a good production schedule and control systems (delivery), information systems capability, supplier purchasing strategies, policies and techniques, and potential for long-term partnership. There is a scoring model to evaluate suppliers and the selection process . The model gathers quantitative data to determine which supplier to go with and it is a selection process. It works by managers deciding how much they want to weigh each of these categories, then they give a number for each of the suppliers, and lastly add up the scores. Carillo thinks this is a useful way to sort by looking at the suppliers quantitative when there are a lot to look at but does not work when there are a few because there is some qualitative data that would be needed so she does not love it but could be used in addition to another thing. KEY POINT : Supplier performance should be compared based on the impact on the total cost of ownership. In addition to acquisition costs, ownership and post-ownership costs should also be considered. In many instances, a higher acquisition cost more than compensated for by lower ownership and post-ownership costs. There is a lot more than the cost per unit when deciding this data. TCOO (total cost of ownership) refers to the additional costs of doing things with a certain supplier, programs and benefits. You can decide on a single or multiple source. Single sourcing is more favorable if long term prior commitments prevent the possibility of splitting the order, the supplier owns exclusive patents or know-how, a given supplier has outstanding quality, the order is small, concentrated purchases offer higher quality discounts, the supplier will be more cooperative, deliveries may be more easily scheduled, effective supplier relations require considerable time/effort (i.e. one stop shopping), single sourcing is a prerequisite to partnering, and may be appropriate for JIT (just in time) or EDI (electronic data interchange). Toyota used to do single sourcing but there was a fire at the plant and it showed that anything can happen like this including political or environmental disruptions so it is better to source from multiple suppliers to mitigate the risks. 2. Outsource? Insourcing versus outsourcing or make versus buy.
There are multiple advantages of insourcing including the buyer keeps control of the required technology and it allows a firm to spread its fixed costs over larger volumes. However, disadvantages of insourcing include the level of investment required (risks increase with dedicated plants and semiconductor industry since the average cost of a ship fabrication plant is between $15 and $20 Billion as of 2022 and the life of the process equipment is only 6 months). Another disadvantage is the lack of flexibility if a firm tries to change the product in accordance with market needs. Outsourcing advantages include how it allows buying firms a greater degree of flexibility and improves cash flows through less upfront investment in plant and equipment. For example, Dell supports $3B in annual sales with $60M of fixed assets by using contract manufacturers. Another advantage with outsourcing are the cost savings. However, there are disadvantages of outsourcing that include, other than the advantages of insourcing, the risk of choosing the wrong supplier and the risk of losing key skills and technology which may weaken a company’s competitive position. Factors that drive outsourcing : a third party may be able to provide a sustainable growth of the surplus by aggregating to a higher level than the firm itself; the growth in surplus comes from aggregating the following items to a level that the firm cannot achieve on its own: capacity, inventory, inbound or outbound transportation, and warehousing; a growth in surplus may also occur if the third party has lower costs or higher quality because of specialization or learning. Within the factors that drive outsourcing are the factors that influence growth of surplus by a third party (Sweet Sydney Ure) Scale- a third party can achieve further scale economies and increase the surplus Specificity of assets- if assets required are specific to a firm, a third party is unlikely to increase the surplus Uncertainty- if requirements are highly variable overtime, third party can increase the surplus through aggregation KEY POINT : A firm gains the most by outsourcing to a third party if its needs are small, highly uncertain, and shared by other firms sourcing from the same third party. SUMMARY OF THE 8 OUTSOURCING RISKS : the process is broken, underestimation of the cost of coordination, reduced customer/supplier contact, loss of internal capability and growth in third-party power, leakage of sensitive data and information, ineffective contracts, loss of supply chain visibility, and negative reputational impact. Third party logistics (3PL) include the outsourcing of freight operations, storage, order preparation, and final delivery. The annual growth rate of 3PL providers is about 50% and also may provide management services like with contracts. Benefits of 3PL include: cost savings, improvement of service levels and flexibility (in geography, workforce size, additional services, and resource flexibility), improvement in inventory management, enabling access to new marketers, reducing financial investment risk of owning logistics assets, and access to new technologies and innovation solutions. 3. Purchasing Basics Over the years purchasing has moved from a clerical activity to a managerial activity. It is a strategic/tactical function that provides significant support to the overall strategy and it has become the biggest bang for the buck since improving the purchasing function. The manufacturing industry spends between 50 to 70 cents of each dollar of revenue on purchased materials. Reducing materials cost reduces CGS (cost of goods sold) and improves profits. The objectives of purchasing include providing an uninterrupted flow of materials while keeping in mind that shortages may be extremely costly. Also, keeping inventory investments at a minimum since uninterrupted flows with high inventories are unacceptable. Additionally,
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purchasing should maintain or improve quality through corrections subsequent to production but can be extremely costly. Purchasers should also find and develop competent suppliers since suppliers must be around to honor their quality and service commitments. It is important to standardize where possible since standardization leads to higher volume purchases, lower price, and lower inventory investment. Moreover, purchasing objectives include reducing administrative costs , supplying information to product/process design about new technology and substitute parts/components, and eliminating non-value adding activities like extra storage and inspections. Lastly, these purchasing objectives include working with other functional areas to improve overall operations like design engineers (to improve product design and shorten the product development cycle time), marketing/ sales (to serve on the new product design teams, improve forecasting, and getting a better understanding of customer needs and requirements), and accounting/finance (to make sure the suppliers are paid on time). HOWEVER, THE OVERALL OBJECTIVE is to improve the competitive position of the organization. With purchasing there are some organizational issues so there are responsibilities to mitigate these issues including downsizing, global sourcing, concurrent design, heightened attention on quality, global competition and vertical disintegration resulting in added responsibilities for the purchasing function. Common issues include developing new supply sources, conducting value analysis, make-or-buy decisions, selecting inbound transportation carriers, and controlling (inbound) inventories. To determine the placement of purchasing authority , the organization will answer questions pertaining to the structure of decision-makers, whether or not purchasing should be centralized or decentralized, centrally or locally or at the HQ level or plant level. Decentralized: low-leveraged volumes, high degree of specialization, low degree of coordination, low degree of part number standardization, high duplication of purchasing effort and skills, low ability to centrally train personnel, high speed and responsiveness, and high degree of product support. Centralized: high-leveraged volumes, low degree of specialization, high degree of coordination, high degree of part number standardization, low duplication of purchasing effort and skills, high ability to centrally train personnel, low speed and responsiveness, and low degree of product support. You can also classify purchasing requirements through the following: Strategic items: high profit impact, high supply risk Main tasks : accurate demand forecasting, detailed market research, development of long-term supply relationships, make-or-buy decisions, risk analysis, contingency planning Required information : highly detailed market information, long-term supply and demand forecasting, competitive analysis, industry cost curves Decision level : top level (VP of Purchasing) Bottleneck items: low profit impact, high supply risk
Main tasks : volume insurance, control of vendors, security of inventories, contingency planning Required information : medium-term supply/demand forecasts, very good market data, inventory costs, and maintenance plans Decision level : higher level (department heads) Leverage items: high profit impact, low supply risk Main tasks : exploitation of full purchasing power, vendor selection, product substitution, targeted pricing strategies, contract/spot purchasing mix, order volume optimization Required information : good market information, short to medium term demand planning, accurate vendor data, price transport rate forecasts Decision level : medium level (chief buyer) Non-critical items: low profit impact, low supply risk Main tasks : product standardization, order volume optimization, efficient processing, inventory optimization Required information : good market overview, short term demand planning, EOQ inventory levels Decision level : lower level (buyers) 4. Purchasing Cycle (procurement cycle) 1. Need identification The most common watt to inform purchasing of a requirement is with a routine purchase requisition: description of material, quantity and date required, estimated unit cost/last price paid, operating account to be charged, date, and authorized signature 2. Analysis of possible sources of supply Are there preferred suppliers or do we need to generate a list of potential suppliers (utilizing information databases and trade journals) 3. Source selection Request for quotation, competitive bidding, and negotiation 4. Preparation and placement of purchase order (PO) PO represents the physical transmission of the purchase requirements to the supplier. Once confirmed by the seller the PO becomes a contract. It should contain all the terms and conditions, price, timing of delivery (partial, full) and payment terms, EDI is a computerized system for transferring purchase documents (PO) between the buyer and the seller. Cycle time implications Internet procurement systems can also be used 5. Follow-up and expedite the order Check the order status to ensure timely delivery See if expediting is necessary (early delivery, speeding up the late orders) 6. Receipt and inspection of goods Confirm that the order arrived with the right quantity and quality and forward the shipment to its next destination (storage and/or inspection) 7. Invoice verification Making sure that the invoice arrived on time; the quantity on PO, invoice, and received goods all match; if the invoice was late make sure discount opportunity is not missed; and with reputable partners/suppliers some companies pay with the invoice without receiving and inspecting 8. Payment Most of the documentation can be automated via Enterprise Information Systems
Purchasing documents/ electronic forms : purchase requisition, request for quotation, purchase order, blanket purchase order, material purchase release, material packing slip, bill of lading, receiving discrepancy report 5. Reverse Auctions Web based procurement applications market include the buy side of procurement which is designed for purchasing organization, the sell side of procurement which is designed for manufacturers and distributors, then there are trading communities. Survey on benefits of internet procurement for early adopters: It is important to know when to use reverse auctions and the trick is to use these conditions in order for it to be successful : Clearly defined specifications for the good or service, existence of a competitive market (3-6 suppliers), understanding of market conditions (appropriate pricing expectations), and buyer and seller familiarity with auction technology. Additionally, there should be clear rules on how the auction will be conducted, buyer is prepared to switch suppliers if necessary, and buyer believes that the current price is sufficiently high enough to justify the use of the auction. There are important ethical issues with reverse auctions. On behalf of the buyers, buyer knowingly accepts bids from suppliers with unreasonably low prices, buyer firm submits phantom bids, and buyer includes unqualified suppliers to increase price competition. And then ethical issues on behalf of suppliers include suppliers acting in collusion, suppliers bid unrealistically low prices in an attempt to renegotiate afterwards, suppliers participate but do not bid like “bird watching” practice, and suppliers submit bids after the auction is over. With reverse auctions there are a few potential problems including the risk of interrupting good supply relationships and the development of a poor reputation with the supply base. Additionally there are costs of running the auction versus expected savings and then the cost savings potential of auctions versus traditional sourcing. Further, there is significant up-front preparation and actual versus bid price discrepancies. Articles Triple A Supply Chains Summary : The article explores the limitations of highly efficient supply chains in maintaining sustainable competitive advantages, emphasizing the focus on efficiency and cost-effectiveness. These supply chains often struggle with unexpected market changes, resulting in excess inventory and disruptions during product launches. The article underscores three crucial attributes for effective supply chains: agility, adaptability, and alignment among participating companies, which collectively contribute to long-term competitiveness. Efficiency-centric supply chains, prioritizing speed and cost, are ill-suited to address shifts in market dynamics and demand fluctuations, leading to inefficiencies like surplus inventory and missed opportunities. To mitigate these issues, the article stresses the importance of building supply chains that are agile, adaptable to market shifts, and aligned for mutual benefit. The article showcases Seven-Eleven Japan as an exemplary case of successfully implementing these principles, resulting in a "triple-A" supply chain and remarkable profitability. It
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highlights the growing significance of agility in responding to disruptions caused by events like natural disasters, terrorist attacks, and epidemics. Additionally, it outlines six key rules for integrating agility into supply chains, including real-time data sharing and collaborative relationships with partners. In summary, the article underscores the role of agility, adaptability, and alignment in achieving robust and responsive supply chains, supported by relevant case studies. What do each of the A’s stand for? Name them and describe the objectives of each. The "A's" in the context of supply chain management stand for Agility, Adaptability, and Alignment. Each of these terms represents a fundamental concept with distinct objectives: Agility in supply chains refers to the ability to respond quickly and effectively to changes in demand, supply, or external disruptions. The primary objective of agility is to ensure that supply chains can swiftly adapt to unforeseen events, such as natural disasters, market fluctuations, or unexpected shifts in customer preferences. The goal is to minimize the impact of these disruptions, maintain business continuity, and seize competitive advantages during uncertain times. Adaptability: Adaptability involves the capacity of supply chains to evolve and adjust to changing market conditions, industry trends, and business strategies. The key objective of adaptability is to proactively modify supply chain structures, processes, and networks to align with new requirements and opportunities. It allows companies to stay competitive by responding to evolving customer needs and optimizing operations for efficiency and effectiveness. Alignment: Alignment pertains to creating a unified purpose and shared interests among supply chain partners, including suppliers, manufacturers, and distributors. The primary goal of alignment is to ensure that all entities in the supply chain work harmoniously towards common objectives. This includes information sharing, role definition, and incentives designed to promote collaboration, reduce conflicts, and enhance overall supply chain performance. In summary, the three "A's" in supply chain management represent essential principles aimed at fostering resilience, responsiveness, and cooperation in supply chains to achieve sustainable competitive advantages in dynamic and unpredictable business environments. What methods can companies utilize for each of these A’s? List and describe them. Companies can enhance Agility by adopting real-time data sharing, enabling quick response to market changes. To achieve Adaptability, they should conduct scenario planning, implement modular product designs, and explore alternative sourcing options. Alignment can be achieved by defining shared objectives, promoting information transparency, and redesigning incentives to encourage collaboration among supply chain partners. These methods collectively help companies build responsive and adaptable supply chains that ensure long-term competitiveness. Describe the supply chain characteristics and techniques of 7-11 Japan. Seven-Eleven Japan (SEJ) operates with a supply chain characterized by real-time systems for monitoring customer preferences and sharing data across its stores, distribution centers, and suppliers. It utilizes an adaptable transportation system, employing various vehicle types like motorcycles and helicopters to ensure on-time delivery. SEJ aligns its interests with partners, including suppliers and carriers, through shared incentives, trust-based relationships, and joint accountability for service quality. The company customizes its supply chain to match product characteristics and market conditions, offering tailored solutions for different consumer segments. Overall, SEJ's "triple-A" supply chain combines agility, adaptability, and alignment to maintain outstanding stock-out rates, high inventory turnover, and profitability. How to Negotiate with Powerful Suppliers
Summary : The article discusses strategies for dealing with powerful suppliers in the context of changing market dynamics, such as supplier consolidation. The main points are: Supplier Consolidation: The article starts by highlighting how supplier consolidation has reduced choices for buyers in various industries. It mentions reasons for this consolidation, including cost reduction, technology disruption, and demand-supply dynamics. Strategic Approaches: To address the challenges posed by powerful suppliers, the article suggests a four-step strategic framework, in order of ascending risk. Bring New Value to Your Supplier: This involves offering additional value to the supplier, such as long-term contracts or access to new markets, in exchange for price concessions. Change How You Buy: This strategy focuses on modifying the way you procure goods, which can involve consolidating purchase orders, forming purchase consortiums, or rethinking purchasing bundles. Create a New Supplier:** If existing options fail, you can explore creating a new supply source, potentially by enticing a competitor from an adjacent market or through vertical integration. Play Hardball: As a last resort, you can resort to aggressive tactics like canceling orders, suspending business, or threatening litigation to compel the supplier to comply. Real-life Examples: The article provides real-life examples of companies that successfully implemented these strategies to negotiate with powerful suppliers. Considerations: It emphasizes the importance of understanding the problem, cross-functional collaboration, creative thinking, strong analytical capabilities, and senior executive commitment when implementing these strategies. The article concludes by highlighting that companies facing powerful suppliers have several options to redefine their relationships and improve their negotiating positions. The key is to choose the right strategy based on the specific circumstances and challenges faced with the supplier. How can companies implement each of these four strategies? Companies facing challenges with powerful suppliers can deploy a range of strategic approaches to improve their negotiating positions. The first strategy involves bringing new value to the supplier, often through long-term contracts and financial analysis to determine mutually beneficial pricing structures. Access to new markets and attractive incentives can also rebalance the relationship. The second approach entails changing how the company procures goods, which includes consolidating purchase orders, forming purchase consortiums with industry peers, and rethinking purchasing bundles to enhance collective bargaining power. In cases where existing options fail, the third strategy is to create a new supplier, potentially by enticing a competitor from an adjacent market or through vertical integration. This is a more significant commitment and involves careful planning. Finally, as a last resort, the fourth strategy is playing hardball, which can involve canceling orders, suspending future business, or even threatening litigation. The choice of strategy should align with the specific circumstances and risk tolerance, and it requires cross-functional collaboration, creative thinking, and a clear assessment of potential risks and benefits. It’s Up to Manufacturers to Keep Their Suppliers Afloat Summary : Many governments have introduced stimulus and relief programs to counter the economic fallout from the Covid-19 pandemic, but these efforts may be insufficient and untimely to rescue numerous suppliers who are on the brink. The primary saviors for these suppliers, who are vital to the major manufacturers they serve, must be the manufacturers themselves. While some manufacturers have taken action, many more should follow suit, as it is in their best interest. Suppliers across various industries have been hit hard by production cuts and closures due to the pandemic. Even well-capitalized companies like Aptiv are struggling. Some large manufacturers have responded to this crisis by financially supporting their supplier ecosystem, including BHP, Vodafone, and Lockheed Martin. Emergency supply chain financing during a crisis is not new, as companies like LG and Cisco did so during the 2008-2009 financial crisis, gaining loyalty and rewards from
their suppliers. To address the current situation, major manufacturers should employ several best practices immediately. These practices include assessing suppliers' financial health, prioritizing support based on their impact on revenues, and choosing appropriate support options for suppliers in need. The interconnected nature of supply chains necessitates urgent action to prevent their collapse, as the long-term success and even survival of major manufacturers are at stake. In conclusion, major manufacturers must step up to support their struggling suppliers, as government programs may not be sufficient. The pandemic's impact on the supplier ecosystem is severe, and prompt action is essential to ensure the stability and continuity of these supply chains, ultimately benefiting the manufacturers themselves. What policies should manufacturers consider undertaking to aid suppliers in a crisis? Manufacturers can implement several key policies to aid suppliers during a crisis. First, they should assess the financial health of their suppliers, both publicly traded and privately held, and prioritize those in need. Next, manufacturers should rank suppliers based on their impact on revenues and the difficulty of finding replacements, even considering lower-tier suppliers for critical components. To provide immediate support, manufacturers can offer different options based on the supplier's significance. For major suppliers, advance orders can be placed to help them secure financing. For medium-sized suppliers, upfront payments or equity investments may be considered. Small suppliers can benefit from loans, grants, early payments, or relaxed service-level agreements. Ultimately, manufacturers should understand that their supply chains are interconnected ecosystems, and the survival of suppliers is essential for their own long-term success. By implementing these policies, they can mitigate the crisis's impact and strengthen their supplier relationships for the future. Reducing the Risk of SC Disruption Summary : In the early 21st century, supply chain vulnerabilities have been exposed by global disruptions, such as natural disasters and unforeseen events. Supply chain managers recognize the need for safeguards, but conventional solutions like increasing inventory, adding capacity, and diversifying suppliers often conflict with cost efficiency goals. Financial performance often takes precedence, given its direct impact on the bottom line.Supply chain efficiency focuses on cost optimization, while supply chain resilience aims to reduce risk. These goals can coexist by segmenting or regionalizing supply chains based on volume, product variety, and demand uncertainty. Segmentation minimizes risk and lowers costs, while regionalization localizes production and distribution, especially in the face of rising transportation costs. Reducing supply chain fragility involves treating predictable and unpredictable aspects of demand separately. In response to disruptions, managers should follow a three-stage response: detecting the disruption, designing a solution, and deploying it. Leveraging information technology systems can help contain the impact of supply chain disruptions. A strategic approach to supply chain resilience yields both cost efficiency gains and effective risk mitigation. Achieving a quicker response to disruptions involves proactively screening and developing contingent recovery plans. Overestimating disruption likelihood leads to better decisions, while balancing the concentration of resources is crucial for risk management. Executives must be willing to invest in supply chain resilience and implement global mechanisms to address disruptions. In the long run, the cost of inaction can outweigh the benefits of investing in resilience. What’s the difference between recurrent and disruptive risks? Recurrent risks are frequent and predictable events that supply chain managers encounter regularly, such as demand fluctuations or supplier delays. These risks can be managed through established practices and processes. Disruptive risks, on the other hand, are rare and unexpected events like natural disasters or geopolitical crises that can have a severe impact on the supply chain. They are challenging to predict and require specialized strategies for mitigation and recovery. While recurrent risks can be addressed through efficiency and optimization, disruptive risks demand resilience and flexibility in the supply chain to minimize their impact.
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How can a firm reduce its risk and improve its performance? List and describe several of these. A firm can reduce risk and enhance its performance by adopting a strategic approach that focuses on both supply chain efficiency and resilience. This can be achieved through measures such as supply chain segmentation and regionalization, which help isolate disruptions and localize production. Overestimating the likelihood of disruptions can also lead to better decision-making, as investing in resilience can pay off in the long run. Additionally, proactive monitoring of material and information flows using information technology systems can expedite responses to supply chain disruptions. By balancing the trade-offs between efficiency and risk management, companies can achieve a more robust and responsive supply chain that enhances overall performance while minimizing vulnerabilities. How can a firm reduce its risk although it may be more costly? List and describe several examples of these. A firm can reduce its risk, even at a higher cost, by prioritizing supply chain resilience. This can involve investing in redundant resources, backup suppliers, and contingency plans, which may incur initial expenses. However, such proactive measures provide insurance against disruptions, minimizing the potential long-term losses due to supply chain breakdowns. By overestimating the likelihood of disruptions and committing to risk reduction, a firm can enhance its overall stability and reputation. While this may entail higher costs in the short term, it often proves to be a cost-effective strategy in the long run, as the price of inaction during disruptions can be significantly greater. Global Supply Chains in a Post-Pandemic World Summary : The COVID-19 pandemic has exposed vulnerabilities in global supply chains. The resulting economic nationalism, coupled with the US-China trade war, has increased the pressure on manufacturers to enhance domestic production, reduce dependence on risky sources, and rethink lean manufacturing. While firms must adapt to these changes, they still face the challenge of delivering low prices and efficient operations. To build more resilient supply chains, companies should identify vulnerabilities in their supply networks, categorize suppliers by risk, and assess their capacity for riding out supply shocks. Diversifying the supply base by adding sources in less vulnerable regions is essential, as is holding intermediate inventory to counter disruptions. In addition, process innovations such as automation, new processing technologies, continuous-flow manufacturing, and additive manufacturing can help improve supply chain resilience by increasing flexibility and reducing dependency on distant suppliers. What strategies does the author advocate to mitigate supply chain risks in a post-pandemic world? List and describe at least three of these. In a post-pandemic world, the author advocates several strategies to mitigate supply chain risks. First, companies should identify and address hidden risks by thoroughly mapping their entire supply chain, including distribution facilities and transportation hubs. This comprehensive approach allows them to categorize suppliers as low, medium, or high-risk based on metrics like the impact on revenues if a source is lost, recovery time for suppliers, and the availability of alternate sources. Such analysis helps companies understand their vulnerabilities and how long they can withstand a supply shock without halting operations. Second, diversifying the supply base is crucial to reducing dependency on high-risk sources. Firms should add more suppliers in locations less vulnerable to the same risks, promoting geographic diversification to mitigate region-wide disruptions. This "China plus one" strategy can help spread production across different countries and regions, enhancing supply chain resilience. Third, holding intermediate inventory or safety stock is essential when alternate suppliers are not immediately available. Companies must determine how much extra stock to maintain during disruptions, weighing the costs of holding inventory against the financial impact of a disruption.
Finally, embracing process innovations is vital for improving supply chain resilience. Companies can make significant process improvements when relocating parts of their supply chain or bringing production back in-house. Innovations like automation, new processing technologies, continuous-flow manufacturing, and additive manufacturing increase flexibility, reduce dependencies on distant suppliers, and promote resilience. These strategies can help companies navigate the challenges of a post-pandemic world, ensuring a more resilient and adaptable supply chain while maintaining competitiveness and efficiency. Cases Wal-Mart List and describe major characteristics of Wal-Mart’s supply chain strategy. Walmart's supply chain strategy is marked by several key characteristics. Firstly, it emphasizes a highly efficient and cost-effective distribution system, utilizing a vast network of distribution centers and cross-docking to minimize inventory holding costs. Secondly, the company places a strong emphasis on technology and data analytics to optimize inventory levels, demand forecasting, and transportation management, ensuring products are always available to meet customer needs. Additionally, Walmart's supply chain focuses on sustainability, aiming to reduce its environmental footprint by implementing green logistics practices and supporting sustainability initiatives. Lastly, it places a significant emphasis on supplier collaboration and partnerships to ensure reliable and cost-efficient sourcing. Overall, Walmart's supply chain strategy is built on efficiency, technology, sustainability, and strong supplier relationships. Describe their retail strategy. Walmart's retail strategy is characterized by a commitment to offering "Everyday Low Prices" (EDLP) to consumers. They achieve this by leveraging their extensive supply chain and efficient logistics to keep costs low and pass on savings to customers. Walmart also focuses on a wide product assortment, providing everything from groceries to electronics under one roof, which promotes convenience and attracts a broad customer base. Additionally, they invest in online retail to compete in the e-commerce market. Walmart's retail strategy centers on providing value, variety, and convenience, aiming to serve the diverse needs of customers and maintain a strong market presence. How does Wal-Mart utilize information systems to support their supply chain and retail strategy? Walmart harnesses information systems extensively to bolster their supply chain and retail strategies. For supply chain management, they employ advanced data analytics and inventory management systems to optimize product flow, minimize costs, and enhance demand forecasting. Their Retail Link system links suppliers' data directly to Walmart's inventory, improving supply chain efficiency. For retail, Walmart uses information systems to track inventory levels in real-time, ensuring product availability, and to personalize marketing efforts through customer data analysis. Additionally, their online platform and app enhance the shopping experience, offering easy ordering and delivery options. In essence, Walmart leverages information systems to enhance supply chain efficiency, optimize inventory, and create a seamless, customer-centric shopping experience. What are the Remix and RFID initiatives? Walmart's Remix and RFID initiatives are integral to its supply chain optimization efforts. The Remix initiative involves redesigning its distribution centers and delivery routes to enhance inventory management and reduce transportation costs. It aims to increase efficiency by redistributing goods to be closer to stores, minimizing restocking lead times. In contrast, the RFID (Radio-Frequency Identification) program involves tagging products with RFID chips for real-time tracking, enabling accurate inventory monitoring, reducing stockouts, and improving shelf availability. These initiatives collectively improve supply chain agility, cost-effectiveness,
and product availability, aligning with Walmart's commitment to providing customers with quality products at the best prices. How can Wal-Mart meet its targets for growth? Walmart can meet its growth targets by focusing on several key strategies. Firstly, it should continue expanding its e-commerce presence and digital capabilities to capture a larger share of the online retail market. Additionally, Walmart can explore international expansion opportunities in emerging markets. Investing in sustainability initiatives and ethical sourcing can also resonate with environmentally conscious consumers. Furthermore, strengthening its supply chain and data analytics capabilities will enhance operational efficiency and customer experience. Lastly, Walmart should adapt to evolving consumer preferences and market trends while maintaining its commitment to offering value and convenience, which are core to its success. These multifaceted approaches can enable Walmart to sustain and enhance its growth trajectory. Crocs What are Croc’s core competencies? Crocs' core competencies revolve around their vertically integrated supply chain, strong brand image, and innovative use of materials. They excel in controlling and owning their means of production, from manufacturing to distribution, allowing them to be highly responsive to changes in demand. Their unique Croslite material, lightweight, odor-resistant, comfortable, and easy to clean, provides a competitive advantage. Crocs also have a positive relationship with retailers, allowing them to place smaller pre-booked orders and order more if products sell well, reducing the risk associated with predicting fashion trends. Their ability to extend their product line efficiently and explore new materials and shapes further demonstrates their core competencies in product innovation and diversification. Additionally, their push-pull supply chain strategy and efficient warehousing model contribute to their strengths. Overall, Crocs' core competencies lie in their integrated supply chain, innovative product materials, and brand recognition. How do they exploit these competencies in the future? Consider the following alternatives: Further integration into materials, Growth by acquisition, Growth by product extension In the future, Crocs can exploit their core competencies by pursuing a multifaceted approach. Firstly, they can continue to further integrate into materials, exploring new options like leather, canvas, suede, and enhancing the sustainability of their Croslite material. This would allow for diversification and responding to changing consumer preferences. Additionally, growth by acquisition can help them secure new technologies and material suppliers, reinforcing their vertical integration strategy. Finally, they can expand their product range by introducing new shapes, clothing, and accessories to cater to a broader audience. By leveraging their existing strengths, Crocs can stay ahead in the market, adapt to evolving trends, and sustain their growth. To what degree do each of the alternatives listed in Question 2 fit the company’s core competencies? To what degree do they defocus the company away from their core competencies? Each of the alternatives listed in Question 2 aligns with Crocs' core competencies to varying degrees. Further integration into materials aligns well with the company's strengths, as it builds on their existing expertise in materials like Croslite and enables them to innovate and diversify within this realm. Growth by acquisition can also complement their core competencies by bringing in new technologies and suppliers, enhancing their control over the supply chain. On the other hand, growth by product extension, while still related to their core competencies, may defocus the company to some extent if it leads them too far away from their traditional footwear offerings. However, judicious expansion can still leverage their brand recognition and supply chain efficiency. The key is to strike a balance between diversification and staying true to their core competencies. Analyze Croc’s current supply chain. Give recommendations on how they should improve their supply chain.
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Crocs' supply chain, already efficient due to vertical integration, can be improved through investments in R&D for faster machinery, better forecasting accuracy, and the implementation of a Croslite recycling program. These steps would enhance sustainability efforts, lower material costs, and expedite delivery times. Maintaining transparency with consumers about sustainability initiatives and offering incentives for repeat purchases can strengthen brand loyalty. Regular process optimization ensures continued efficiency and adaptability. These recommendations would not only maintain the core competencies but also further reinforce the company's competitive position in the market. Uniqlo Identify and discuss Uniqlo’s supply chain strategy. Uniqlo's supply chain strategy centers on affordability, quality, and customer feedback. They employ a counter-current approach by outsourcing production to China, using a Just In Time model with a short lead time, and aggressively expanding their store network. Uniqlo follows the Specialty Store Retailer of Private Label Apparel (SPA) model and focuses on agile supply chain management. They embrace a customer-centric approach, gathering direct feedback and utilizing in-store technology. Uniqlo's global expansion, unique brand identity, and commitment to innovative, affordable, and high-quality products give them a competitive edge. This strategy differentiates them from competitors like Zara, H&M, and GAP. What are Uniqlo’s key sources of competitive advantage? Uniqlo's key sources of competitive advantage lie in their commitment to innovative, affordable, and high-quality products, setting them apart from competitors. They have established a unique brand identity and successfully expanded globally, adapting products to local preferences while maintaining a diverse consumer base. Uniqlo's agile supply chain and customer-centric approach, which includes direct feedback gathering and in-store technology, enhance the overall shopping experience. Their global reach, non-vertical integration, and focus on price and quality contribute to their strong market position, distinguishing them from rivals in the fashion industry. Compare and contrast Uniqlo’s supply chain strategy with its competitors. Uniqlo's supply chain strategy differentiates itself from competitors through its focus on price and quality, steering clear of volatile fashion trends, and a commitment to the Just In Time model. While Uniqlo outsources production to China, Zara, H&M, and GAP employ more vertically integrated models. Uniqlo's global expansion and diverse customer base reduce reliance on a single market, a stark contrast to the more traditional retail strategies of Zara and GAP. Uniqlo emphasizes customer feedback and in-store technology for efficient inventory management, whereas Zara and H&M focus on in-season, trendy clothing with less monitoring of quality. Uniqlo's counter-current approach and SPA model set them apart from their competitors in the apparel industry. What should Uniqlo do next? Give recommendations as to how they should improve their supply chain. Uniqlo can further enhance its supply chain by implementing several key recommendations. Firstly, they should establish a two-way platform to collect real-time feedback and suggestions from customers, encouraging app usage and social media engagement. This data can inform product development and help resolve issues promptly. Secondly, Uniqlo can develop an AI-driven demand forecasting model to create more accurate sales and production plans, optimizing inventory distribution and reducing lead times. Additionally, integrating physical stores with e-commerce platforms can offer seamless shopping experiences, while unified inventory systems allow customers to pick up online purchases in stores. Lastly, digitalizing store operations and enabling immediate communication among employees would improve efficiency. These steps can elevate Uniqlo's supply chain to even greater heights.
Ashmark What were the key issues with (a) Red Star, (b) Ashmark and (c) their relationship that led to this situation? The key issues with Red Star included poor leadership and a lack of financial transparency, leading to an overreliance on Ashmark for 90% of their business. Ashmark, on the other hand, faced challenges due to changes in leadership and supply chain team, operating in a high-stress environment, and depending on Red Star for 75% of their product components. Their symbiotic relationship suffered from disrupted supply chains, poor communication, and a lack of contingency planning. This situation was exacerbated by the OEMs' limited involvement and awareness in the supply chain, making them ill-prepared for disruptions. In summary, the key issues revolved around leadership, communication, overreliance, and a lack of contingency planning within both Red Star and Ashmark, ultimately straining their interdependent relationship. What is the role of the OEMs in this situation? In this situation, the Original Equipment Manufacturers (OEMs) play a critical role as they rely on Ashmark for the supply of complex automotive engine components. The OEMs are concerned about potential supply disruptions and product availability, as it directly impacts their ability to distribute diesel engines. However, the OEMs were largely left in the dark and had a vague and non-existent role in the development of this situation. They were dealt with changing and adverse news at a later stage, highlighting the need for more proactive involvement and information sharing in the supply chain to better prepare for disruptions and maintain smooth operations. What were some of the actions taken by Ashmark immediately after the bankruptcy? Explain why these were effective or not. After the bankruptcy decision, Ashmark took several actions to address the supply chain disruption effectively. They actively managed Red Star to maximize output, sought new suppliers, and duplicated high-volume tooling for production at another source. Ashmark employees working at Red Star also organized tooling and ensured immediate shipment. These actions were effective given the circumstances as they aimed to minimize production downtime and secure alternative sources for critical components. By diversifying suppliers and ensuring quick tooling transfer, Ashmark took proactive steps to mitigate the disruption's impact. However, the long-term effectiveness depends on maintaining these strategies and avoiding overreliance on a single supplier in the future. What should Ashmark do next? Give recommendations as to how they should proceed in the future. Ashmark should take several crucial steps to secure its supply chain in the future. First, they should diversify their supplier base to reduce dependence on a single source. Implementing contingency plans for alternative suppliers and inventory management systems will help ensure a steady flow of critical components. Improving organizational communication, structure, and culture is vital for effective response to supply chain disruptions. Additionally, incentivizing employees and customers, emphasizing high product quality, and engaging in open financial discussions with business partners will foster resilience and long-term stability. Overall, Ashmark needs to shift from a reactive approach to a proactive one, prioritizing supply chain preparedness and strategic partnerships. Medicom What is the difference between supply chain agility and supply chain resilience? Can companies develop both capabilities simultaneously? Supply chain resilience and agility are crucial in supply chain management. Resilience focuses on a supply chain's ability to withstand and recover from disruptions, emphasizing redundancies, alternative sourcing, and contingency plans. Its goal is to minimize disruptions' impact. Agility, on the other hand, centers on adapting to market changes swiftly through flexible processes and rapid decision-making to optimize opportunities.
Resilience and agility complement each other, as agile supply chains are inherently more resilient. Enhancing both involves diversifying suppliers, implementing technology for real-time visibility, and regularly updating strategies and contingency plans, ensuring a streamlined supply chain management system to tackle dynamic business challenges effectively. How long will it take before the priorities of Medicom’s customers shift from product availability to cost? During the early stages of the pandemic, Medicom's top priority was meeting the urgent demand for medical supplies, including personal protective equipment and ventilators. They responded with agility by ramping up production and distribution. However, as we transition into the post-pandemic era, customer priorities are changing. Healthcare facilities now face budgetary restrictions and seek cost-effective solutions to maintain operations. Shortages during the pandemic have prompted a shift towards more efficient inventory management. Additionally, healthcare providers are exploring supply chain diversification and localization to reduce costs. Changing government rules and policies influence purchasing decisions. Medicom has adapted by offering a broader product range, catering to diverse financial constraints and emphasizing cost-effectiveness alongside product availability, recognizing the evolving needs of healthcare providers in a post-pandemic world. The adaptability of companies like Medicom will play a crucial role in shaping the future of medical supply priorities. Consider the pros and cons of building a new plant to manufacture the melt-blow. COVID-19's impact on Medicom included raw material supply limitations, particularly melt-blown polypropylene, due to increased demand. COO Guillaume Laverdue considered building a new plant for vertical integration into melt-blown manufacturing, offering several benefits. Firstly, it would create a more agile supply chain by reducing reliance on external suppliers, decreasing the risk of delays, and allowing quick supply adjustments based on market changes. Secondly, it promises price stability, eliminating the risk of price fluctuations, resulting in better control of production costs. Lastly, building a plant allows Medicom to spread fixed costs over larger production volumes, lowering manufacturing costs and boosting profitability. However, there are obstacles, including the substantial upfront investment cost of over $7 million, affecting cash flow and potential growth investments. Moreover, Medicom lacks experience in melt-blown manufacturing, a complex process requiring expertise for quality assurance, posing a significant challenge given their primary focus on surgical mask production. Consider the pros and cons of working with suppliers to further develop viable sources for the melt-blow. Medicom faced a crucial decision between working with multiple melt-blown suppliers or establishing their own production plant, considering various factors. They were pressured to secure raw materials for their 11 mask manufacturing facilities. The disruption in supply chains due to the pandemic and foreign governments seizing mask manufacturing plants led them to consider self-sourcing melt-blown. Pros of continuing to work with suppliers include maintaining flexibility in deploying capital and not tying it up in a facility. The personal protective equipment industry experiences feast-and-famine cycles, so this approach allows Medicom to adapt to changing production demands. Working with suppliers increases cash flow, global sourcing options, and potential for leverage in long-term agreements. Suppliers can also scale quickly during crises. However, cons involve the risk of supply disruptions if the wrong supplier is chosen, potentially impacting Medicom's mask production. Losing key technology and skills weakens Medicom's competitive position, especially when forced to source melt-blown at higher prices. Dependence on suppliers during shortages
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exposes Medicom to supply chain risks, with limited control over pricing and supply during industry demand fluctuations. Give recommendations on how they should improve their supply chain. Medicom should focus on simultaneously enhancing supply chain resilience and agility to address changing customer priorities and pandemic-related disruptions. They can achieve this by diversifying their supplier base, developing comprehensive contingency plans, and investing in real-time visibility technology. Furthermore, optimizing their product portfolio to accommodate varying customer needs and improving cost efficiency in internal processes is crucial. Regular risk assessment and proactive mitigation strategies should be implemented, particularly for critical materials like melt-blown polypropylene. This proactive and adaptive approach will help Medicom effectively navigate the evolving supply chain landscape and maintain its position as a leader in the medical supply industry while meeting customer demands efficiently.