Technical Development Steering Committee Briefing by 28w075I


									  Technical Development
Steering Committee Briefing
                    January 28, 2004

Tom Phelps                      Chair, TDSC
Paul Schiller                   Vice Chair, TDSC
Michael Memmel                  Metrics Project Lead
Paul Janke                      Best Practices Project Lead

Supply-Chain Council, Inc.
1150 Freeport Road
Pittsburgh, Pennsylvania 15238 USA
  •      TDSC overview
             – Charter
             – Major tenets
             – Conceptual overview
             – Team members

  •      SCOR/TDSC timeline
  •      Potential changes for SCOR v7.0
  •      Current project activity
             – Metrics update – Michael Memmel, R.Reed & Associates
             – Best Practices update – Paul Janke, Unisys
             – Returns

  •      Project team engagement model & benefits to project participation
  •      Challenges and future plans
  •      Feedback / Q&A
11/25/2011                                 TDSC Briefing                     page 2
 TDSC Charter

             •   TDSC leads the SCC‟s technical agenda
             •   The TDSC has technical stewardship over the SCOR Model
                 and the technical aspects of the membership experience
             •   Primary responsibilities include:
                  initiating   technical projects
                  providing    feedback and approving project charters
                  overseeing     the progress of technical projects
                  publishing    the results of the projects as appropriate
                  making
                        recommendations about SCOR Model changes to
             •   Chartered by SCC‟s Board of Directors (SCORboard)

11/25/2011                                      TDSC Briefing                 page 3
 Major Tenets of the TDSC (wip)

 •     Ensure that the SCOR Model applies broadly
             – Across industries
             – Across regions

 •     Facilitate member companies implementing and applying the Model
             – Tool ease of use (SCOR Model, collaboration tools, etc.)
             – Provide forum for members to exchange supply chain info and best
             – Provide a vehicle for SCOR education and training

 •     Involve member companies in the development and extension of the
       SCOR Model
             – Ensure practitioners lead technical projects
             – Participation in technical projects is a key SCC membership value
               proposition (project teams, SIGs)
 •     Ensure transparency of technical activity by facilitating access and input
       into technical work in progress

11/25/2011                                    TDSC Briefing                        page 4
 TDSC Conceptual Overview
                             INPUTS / PROPOSALS                      OUTPUTS

                                                                  Model Changes


             Project Teams
                                   TDSC               SCORboard   Best Practices


                SC Council

11/25/2011                            TDSC Briefing                                page 5
  TDSC Member Companies

11/25/2011        TDSC Briefing   page 6
 TDSC Members

  Tom Phelps                 Chair                   Hewlett-Packard
  Paul Schiller              Vice Chair              BP
  Enrique Carrillo                                   IBM
  Paul Janke                                         Unisys
  Debol Gupta                                        Becton Dickinson
  Dan Peck                                           American Coin Merchandising
  John Paul                                          Singapore Institute of Mfg Tech
  Steve Phares                                       Tektronix
  Scott Stephens                                     Supply Chain Council, Inc.

  SC Council Staff:
             Bill Hakanson   Executive Director Supply Chain Council, Inc.

11/25/2011                                 TDSC Briefing                           page 7
   SCOR Release Roadmap
                             Version 3.1
                             Restructuring of infrastructure / enable elements
                             Restructuring of metrics begun – definitions of
                             performance attributes developed. Language to
                             support services as well as tangible goods provided
                Version 3.0
                                                                   Model Development Processes Restructured
                Model modified to enhance infrastructure                 in 2002 to Project Team format
                elements. Specific reference to software
                products removed. Inputs and outputs               Version 5.0
                enhanced                                           Returns processes introduced
  Version 2.0                                                      E-business practices updated
  Model modified to reconcile                                      Metrics re-structuring continued     Version 7.0
  distinctions between discrete and                                                                      (planned)
  process industries                                  Version 4.0
                                                      Restructuring of infrastructure
Version 1.0                                           enable elements completed.
First version of the Model, Plan, Source,             Returns introduced. Input/output         Version 6.0
Make, Deliver, metrics, best practice,                restructuring                            Retail D4, revamped
and technology
                                                                                               MRO, Make e-biz best

      1997         1998           1999         2000                 2001           2002          2003        2004

 11/25/2011                                        TDSC Briefing                                               page 8
  Potential Changes for SCOR v7.0

  •   Metrics
             – Definition changes, explicit explanations of the relationship between
               metrics and the hierarchical relationship
             – Level 1 and 2 metrics will be impacted

  •   Best Practices
             – Best practices definition
             – Template for “renovation” of SCOR Model

  •   Returns
             – Inputs and outputs for MRO and minor changes to metrics and enable
             – Restructuring of Return Excess Product and Defective Product will be
               completed to match changes to MRO
             – Update of R1 (and potentially R3) to look like R2

11/25/2011                                  TDSC Briefing                              page 9
 SCOR v.7.0 Timeline (tbc)
  Assumption – v 7.0 released at SCW NA March 29-31, 2004

  The typical flexibility matrix…
                           We are
                                           Flexibility      SCORboard
                                                                Least       Moderately        Most
                                             Matrix            Flexible
                                                              Feb 20         Flexible        Flexible
                                Winter Mtg
                                Jan 28-29Scope
              TDSC Mtg   TDSC Mtg                          TDSC Mtg                            SCW NA
Dec 12         Dec 18     Jan 15                            Feb 19                             X
                                                                                              March 29-31


                                              An unfortunate reality!
                          TDSC v 7.0 proposal complete

TDSC must have v 7.0 proposal               TDSC proposals for v 7.0 presented
complete Feb. 19!!                                  to SCORboard

                                                                          SCOR v 7.0 released to public
 11/25/2011                                TDSC Briefing                                            page 10
 Approved Technical Projects

                                       SCOR Technical Development
                                          Steering Committee

                       Metrics                                                Best Practices
             Lead - Michael Memmel (R. Reed)                          Lead - Paul Janke (Unisys)

                                         Lead - Lt Col Scott Koster (USMC)

                                                                MRO Returns
                                                    Lead - Joe Burak (Boeing)

11/25/2011                                            TDSC Briefing                                page 11
 Metrics Project Update
 Michael Memmel – RReed, Metrics Project Lead

      Project Charter
      •      Analyze the SCOR Model metrics and propose a path for their
      •      Revise existing metrics to support SCOR Level 1 through 2
             processes, ensure clarity of metrics definitions and roll-up/roll-
             down capability
      •      Provide guidance to SCOR implementation teams in using
             SCOR metrics (how to apply)
      •      Document the results of the project
      •      Publish the results of the project and solicit feedback from SCC

11/25/2011                                TDSC Briefing                           page 12
 Metric Project Participants (1 of 2)
     Michael Memmel              Chair                  RReed
     Pat Murrin                  Co-Chair               RReed
             Monty Boyle         Head                   PWC
             Bill Settlage                              HP
             Nathalie Collautt   Head                   Adjoined
             Gary Shell                                 StreamlineSCM
             Gary Cokins                                The SAS Institute
             James Kelly                                SAP
             Dan Swartwood                              Pragmatek
             Michael Memmel      Head                   PWC
             Bill Petersen                              JDE/Peoplesoft
             Greg Rippstein                             Peoplesoft
             Paul Janke                                 Unisys

11/25/2011                              TDSC Briefing                       page 13
 Metric Project Participants (2 of 2)

             Luc Kremers            Head                   Simtech
             Charles Bienvenu                              SAP
             Ted Paetkau                                   Oracle
             Toshiaki Saegusa                              JBC
             Craig Thompson         Head                   Progress Logistics
             Rod Heisterberg                               ManTech
             Sudipta Bhattacharya                          SAP
             Mark Githens                                  SAS

11/25/2011                                 TDSC Briefing                        page 14
 Metrics Project Scope

 •    Develop a hierarchical metrics structure which maps the relationship
      between metrics (vertically and horizontally) as well as the relationship
      to the SCOR process
 •    Provide clear and concise definitions of the metrics, including their
      formulation, which can be understood by practitioners and lay-people
      alike and to clarify differences in definition that may exist between
      industries and regions
 •    Describe the relationship between business objectives and supply chain
      objectives and identify the metrics that support each
 •    Identify sources of benchmarking information and providers, whether
      external or internal to the Council
 •    Out of Scope -- metrics to support Level 3 processes

11/25/2011                              TDSC Briefing                             page 15
 Potential Metrics Model Changes

     •   Attribute definition changes
     •   Realignment of existing metrics
     •   Introduction of calculations for some metrics
     •   Changing calculations of some metrics
     •   Alignment of metrics
     •   “Driving” vs. diagnostic metrics
     •   Potential to place value on metrics

11/25/2011                         TDSC Briefing         page 16
Metrics Project Update
Project Name: Metrics                                                                Overall Status:

Progress:                                                 Key Issues:
 •Four of the five attributes presented to TDSC              •No discussion with other groups (i.e. Retail)
 •Fifth (Assets) to be presented February 6th                •Timely feedback both internally and with TDSC
                                                             •Inconsistency of definitions

Accomplishments:                                          Next Steps:
  •Extensive restructure of metrics                       •Complete review
  •Alignment of metrics                                   •Final feedback from TDSC
  •Independent review by practitioner                     •Merge feedback
                                                          •Propose next metrics project goals

11/25/2011                                        TDSC Briefing                                           page 17
 Best Practices Project Update

•   Project charter
        – To     gather the incubators of, and the world‟s foremost experts on,
             SC processes and the key practitioners of leading edge companies
             to discuss and agree upon best practices to be documented in
             subsequent versions of SCOR Model

•   Potential v7.0 changes
        – Best
             Practices definition
        – Template for renovation of SCOR Model

                                                            Paul Janke, Unisys
                                                            Best Practices Project Lead

11/25/2011                                TDSC Briefing                                   page 18
Best Practices Team Members
         34 members, 7 countries, 3 continents
         More members needed!
Naval         Ahuja             Business Consulting    Siemens VDO Automotive       Phillip     Maxwell       Supply Chain Consulting CherryRoad Technologies
Fred          Bedore            Student                Penn State                   Michael     Memmel        Manager Program
                                                                                                              Dir. SCM                  R. Reed & Associates
Lucie         Belanger          Knowledge Manager      BearingPoint (NA)            Adrian      Mielke        Development
                                                                                                              Sr Consultant             BearingPoint
Mondher       Ben-Hamida        Sr Consultant          BearingPoint (NA)            Patricia    Murrin        Executive Vice President R. Reed & Associates
Monty         Boyle             Manager                PricewaterhouseCoopers       Mark        Palla         Benchmarking &            Raytheon Company
Joe           Burak             Spares SC Mgt          Boeing Aerospace Support     Vishwajit   Panse         Knowledge Mgt SME
                                                                                                              Manager                   BearingPoint (NA)
Celine        Burki             Manager                BearingPoint (NA)            Steve       Phares        Dir. Operations           Tektronix Inc.
Nathalie      Collautt          SC Expert                                           Ajay        Pol           Project Manager           i2 Technologies
Eduardo       de Porras Ortiz   Consultant           IBM Corp.                      Rolf        Poluha        Sr Manager                BearingPoint (NA)
Mike          Doughty                                Science Application's Int.     Dave        Quillin       SC Strategy Group         Cisco Systems
Scott         Hadley, Ph.D.                          Supply Chain Alliance          Sumit       Rao           Dir, FP Product Marketing i2 Technologies
Anthony       Hunter            Demand Planner       Cargill                        Bill        Riordan                                 HP
Paul          Janke             Benchmarking Program UNISYS Corporation             Bob         Steele        Director                  Yantra Corporation
Ross          Januszyk          Manager
                                Consultant           PRTM                           Stavros     Stefanis                                IBM Corp.
Srinivasan    Kumar             Sr. Delivery Manager i2 Technologies                Murugapp    Subramaniam                             HP
Tapan         Mallik            VP - Technology      Supply Chain Consultants       a
                                                                                    Gail        Yander        Mgr, CI & Benchmarking Xerox

 11/25/2011                                                               TDSC Briefing                                                             page 19
 Definition of a Best Practice

     • A current, structured, proven, and repeatable method for making
             a positive impact on desired operational results.
                - Current - Must Not be emerging (bleeding edge) and must NOT be
                - Structured - Has clearly stated Goal, Scope, Process, and Procedure
                - Proven - Success has been demonstrated in a working environment.
                - Repeatable - The practice has been proven in multiple environments
                - Method - Used in a very broad sense to indicate: business process,
                  practice, organizational strategy, enabling technology, business
                  relationship, business model, as well as information or knowledge
                - Positive impact on desired operational results - The practice shows
                  operational improvement related to the stated goal and could be linked to
                  key metrics. The impact should show ether as gain (increase in speed,
                  rev., quality) or reduction (resource utilizations, costs, loss, returns, etc.).

11/25/2011                                       TDSC Briefing                                  page 20
Best Practices Project Update
Project Name: Best    Practices                                                      Overall Status:

Progress:                                                  Key Issues:
 Since beginning of 2004:                                   •Active involvement of membership
                                                                   >Effort is time consuming
  • Realigned team to initiate BPs each week
                                                                         >Effort is cumbersome to many
                  •Dialog on BPs on Tuesdays
                                                                  •Schedule may move out without additional
                  •Change Board activity on
                  •Have completed small number of
                                                            •Huge impact to SCM – worth the effort!
                  fully documented Best Practices

Accomplishments:                                           Next Steps:
  •Defined Best Practice                                    •Continue completing Best Practices each week
  •Formed P,S,M,D, and Return Teams with active             •Expand so that each sub-team is doing same
   leadership                                               •Design Best Practices Handbook to be published
  •Identified many SMEs in SCM disciplines                   by SCC
  •Developed marketing plan with letter and website         •Bring on new members                                       •Use ProVision tools to accelerate activity
  •Implemented state-of the –art collaboration tools
   – Groove!

11/25/2011                                         TDSC Briefing                                          page 21
 Best Practices Schedule
WBS          Activity               Deliverable                                  Dates       Status
1.00         Project Initiation     o Charter & Strategy                         June „03    Completed

2.00         Project Kick-off       o Formation of core team                     July „03    Completed

3.00         Plan                   o Detailed project plan for Plan, Source,    Oct. „03    Completed
                                      Make, Deliver & Return

4.00         Source                 o First template complete                    Nov. ‟03    Completed

              (P,S,M, D, & R sub-   o Collect completed BP templates             April „04
                 teams operate        (Appendix A) from bona fide BP SMEs,
                simultaneously)       using a prioritized list of BPs

5.00         Make                   o Review first completed BP w/TDSC           Dec. ‟03    Completed

                                    o Review BPs submitted by SMEs using         July „04
                                      an iterative, progressive review process

6.00         Deliver                o First BP complete                          Jan. ‟04    Completed

                                    o Publish and publicize BP information       Aug. ‟04

                                    o SCOR version release                       April „05
11/25/2011                                            TDSC Briefing                                      page 22
Returns Project Update
Project Name: Returns                                                            Overall Status:

Progress:                                               Key Issues:
 • R1 Validation in Progress                             •None at this time
 • R2 Review / Validation is complete
 • R3 Review / Validation expected to be completed
   prior to next Model release

Accomplishments:                                        Next Steps:
  •R2 validation                                         •TDSC discussing release timeline
  •R1 proposal has been made

11/25/2011                                      TDSC Briefing                                      page 23
Governance Model (proposal)

 Develop this into a robust process:
                   Appraise                             Approach                  Fundamentals
                  Idea Initiation            Member selection/TDSC Liaison            Key concepts
                   Sponsorship                   Expected Deliverables             Model impacts
              Charter Development                       Project plan           Management of change
             TDSC – Charter Approval             TDSC – Plan Approval        TDSC – Conceptual Approval

                   Definition                      Endorsement
                 Detailed design                    Model changes
              Practitioner challenged                   Rollout plan
                 SCOR formatted                     Version control
             TDSC – Model Approval               SCORboard Approval

              •Stages can be combined if low complexity, such as Approach and Fundamentals
              •Approval can be at meeting, or virtual
              •CTO and TDSC Liaison to facilitate each stage, helping teams prepare

11/25/2011                                               TDSC Briefing                                    page 24
 Project Team Member Benefits*

       •Global network of supply chain experts
       •Learning and growth in supply chain topics
       •Exposure to leading and emerging SC best practices
       •Growing your company‟s intellectual capital
       •Public acknowledgment within published whitepapers,
        presentations, and SCOR
       •Unique opportunity to be part of a significant achievement
       •Use of state-of-the-art, web-based, collaborative tools (i.e.
       •A lot of fun!

        *From Best Practices Team brainstorming session
11/25/2011                           TDSC Briefing                      page 25
   Potential Volunteer Incentives
1.   Reference participants in any news releases issued announcing revisions
2.   List participants in the SCC newsletter on an annual basis
3.   List participants on the SCC website
4.   Recognize the project team at Supply-Chain World events by including
     recognition materials in packets given to attendees and during
     opening/welcome (this can be done at the Chapter level)
5.   Provide volunteers with comp attendance at one Supply-Chain World
     event for each year they are involved
6.   Provide volunteers with comp attendance at SCOR Workshop for each
     year they are involved
7.   Provide Certificate of Recognition
8.   Send letter to volunteers‟ supervisor, if known, and express thanks to the
     company for providing this support
9.   Provide a small gift in appreciation
11/25/2011                             TDSC Briefing                         page 26
•   Recruiting project participants
         –   Haven‟t found right enticements yet
         –   Limits our capacity
•   Maintaining effective communications with project teams
•   Closing on proposed Model changes, additions
         –   Many are controversial -- this is good, push the envelope!
         –   Diversity amongst TDSC and project team participants results in a dozen or
             more different industry/company/individual perspectives – this is also good, but
             it’s a challenge!
         –   Time allotted to these discussions is often insufficient – this is bad, but it’s an
             unfortunate reality
         –   Standard required for Model change is relatively high – and it needs to be, the
             Model is the center of the SCC
•   Scope of current project work is broad/pervasive

11/25/2011                                      TDSC Briefing                                 page 27
 Potential Future TDSC Plans

        From Minneapolis TDSC brainstorming
        session -- You said…
             •   SCOR ease of use
             •   Globalization of TDSC and project work
             •   Idea submittal process
             •   Implementation methodology
             •   Peer challenge
             •   SCOR Model extension

11/25/2011                           TDSC Briefing        page 28
 Feedback / Q&A

11/25/2011        TDSC Briefing   page 29
             Backup Material…

11/25/2011              TDSC Briefing   page 30
 Key Accomplishments

       •     Release of SCOR v6.0 in May ‟03 – changes included:
             –   Retail
                   Model expanded to include a D4 process – the processes
                    associated with the delivery of products to a consumer from a
                    “retail” store
                   Changes include: a D4 process set, changes to Plan, associated
                    metrics and best practices, and changes to the glossary
             –   MRO Returns
                   Returns processes associated with MRO were restructured to
                    eliminate inconsistencies in graphics and process description in
                    Version 5.0
                   Accommodate Refund / Exchange processes identified in the
                    Retail Project
                   New process descriptions and graphics are included
             –   Make
                   E-business best practices

11/25/2011                                   TDSC Briefing                             page 31
TDSC Over Time

                    PHASE I -- Getting   PHASE II -- Getting        PHASE III -- Getting     PHASE IV –
                      Established           Challenged               Our Act Together       “Steady-State”

                    •Members elected      •First round of
                    •TDSC formed           project reviews
                    •Chair/V-Chair        •Project feedback
                     Elected                                        •TDSC Policies and

                    •First round of                                  Procedures
                     charters approved                              •Structured project
                                                                     TDSC/project team

                                                                                   v6.0 Release

        APRIL „02                        OCT „02                              APRIL „03             AUG „03

11/25/2011                                          TDSC Briefing                                            page 32
 Future Plans

            Identification of future areas of interest/project work
            Agreement on SCOR v7.0 changes
            TDSC “Customer” survey – how are we doing and
             what can we do better?
            ‟04 TDSC elections
            “Globalization” of TDSC and project work – regional
             chapters provide TDSC member?

11/25/2011                             TDSC Briefing                   page 33

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