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1、Copyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin1-1JAMESR.STOCK DOUGLASM.LAMBERTSTRATEGICLOGISTICSMANAGEMENTFOURTHEDITIONCHAPTER1LogisticsRoleintheEconomyandtheOrganizationCopyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin1-3Tha
2、tpartofthesupplychainprocessthatplans,implements,andcontrolstheefficient,effectiveflowandstorageofgoods,services,andrelatedinformationfromthepoint-of-origintothepoint-of-consumptioninordertomeetcustomersrequirements.CouncilofLogisticsManagementLogisticsManagementDefinedCopyright 2001 by The McGraw-H
3、ill Companies,Inc.All rights reserved.McGraw-Hill/Irwin1-4ComponentsofLogisticsManagementCopyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.ManagementactionsPlanningImplementationControlRawmaterialsIn-processinventoryFinishedgoodsNaturalresourcesHumanresourcesFinancialresourcesInfor
4、mationresourcesTimeandplaceutilityEfficientmovementtocustomerProprietaryassetCompetitiveadvantageLogisticsmanagementSuppliersCustomersInputsintologisticsOutputsoflogisticsCustomerserviceDemandforecastingInventorymanagementLogisticscommunicationsMaterialhandlingOrderprocessingPartsandservicesupportPl
5、ant&warehousesiteselectionProcurementPackagingReverselogisticsTrafficandtransportationWarehousingandstorageLogisticsactivitiesCopyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin1-5Marketing/LogisticsManagementConceptCustomersatisfactionIntegratedeffortCompanyprofitS
6、uppliersIntermediatecustomersFinalcustomersMaximizelong-termprofitabilityLowesttotalcostsgivenanacceptablelevelofcustomerserviceProductPricePromotionPlace(distribution)Copyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin1-6CostTrade-offsinMarketingandLogisticsProduct
7、OrderprocessingandinformationcostsInventorycarryingcostsPlace/customerservicelevelsOrderprocessingandinformationcostsPriceLotquantitycostsWarehousingcostsTransportationcostsLOGISTICSMARKETINGCopyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin1-7RelationshipofLogisti
8、csActivitiestoLogisticsCostsCustomerservicelevelsTransportationcostsWarehousingcostsOrderprocessing/informationsystemscostsLotquantitycostsInventorycarryingcostsCopyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin1-8KeyLogisticsActivitiesCustomerserviceDemandforecast
9、ingInventorymanagementLogisticscommunicationsMaterialhandlingOrderprocessingPackagingPartsandservicesupportPlantandwarehousesiteselectionProcurementReverselogisticsTrafficandtransportationWarehousingandstorageCopyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin1-9Flo
10、wthroughtheSupplyChainCustomerCustomerCustomerCustomerCustomerCustomerSupplierSupplierSupplierDistributioncenterDistributioncenterManufacturingsiteCarrierCarrierCarrierCarrierCarrierCarrierCopyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin1-10StrategicProfitModel$F
11、inancialleverageReturnonnetworthReturnonassetsNetprofitNetworthTotalassetsNetworthNetprofitTotalassetsNetsalesTotalassetsNetprofitNetsalesNetprofitmarginNetprofitGrossmarginSalesSalesCostofgoodssoldVariableexpensesFixedexpensesAccountsreceivableOthercurrentassetsInventorySalesTotalassetsAssetturnove
12、rCurrentassetsFixedassetsIncometaxesTotalexpenses=xx+-x%$Copyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin1-11FutureChallengesandAreasforPerformanceImprovementSupplyChainManagementStrategicPlanningTotalQualityManagementJust-in-TimeQuickResponseEfficientConsumerRes
13、ponseLogisticsasaCompetitiveWeapon1-11aCopyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin1-12FutureChallengesandAreasforPerformanceImprovement(cont.)AccountingforlogisticscostsLogisticsasaboundary-spanningactivityGloballogisticsIncreasingskillrequirementsLogisticsi
14、nformationsystemsStrategicalliances,partnerships,andoutsourcingGreenmarketingandreverselogistics1-11bCHAPTER2SupplyChainManagementCopyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin2-14SupplyChainManagementThe integration of key business processes from end user thro
15、ugh original suppliers,that provides products,services,and information that add value for customers and other stakeholders.Copyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin2-15SupplyChainBusinessProcessesTier1SupplierTier2SupplierSUPPLY CHAIN MANAGEMENTIntegrating
16、andManagingProcessesAcrosstheSupplyChainLogisticsPurchasingMarketing&SalesR&DCustomerConsumer/End-userCUSTOMERRELATIONSHIPMANAGEMENTCUSTOMERSERVICEMANAGEMENTDEMANDMANAGEMENTORDERFULFILLMENTMANUFACTURINGFLOWMANAGEMENTPROCUREMENTPRODUCTDEVELOPMENTANDCOMMERCIALIZATIONRETURNSPRODUCTFLOWProductionFinance
17、ManufacturerInformationFlowSource:DouglasM.Lambert,MarthaC.Cooper,JanusD.Pagh,“SupplyChainManagement:ImplementationIssuesandResearchOpportunities”,The International Journal of Logistics Management,Vol.9,No.2,1998,p.2.Copyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irw
18、in2-16SupplyChainNetworkStructureMembers of the Focal Companys Supply ChainnnnnnnnConsumers/End-CustomersTier 3 to n customers12112n12Initial SuppliersTier 3 to n suppliers123121231Focal CompanyTier 1CustomersTier 2CustomersTier 3 toConsumers/End-CustomersTier 2SuppliersTier 1SuppliersTier 3 toIniti
19、alsuppliersn1Copyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin2-17ElementsandKeyDecisions2.Whatprocessesshouldbelinkedwitheachofthesekeysupplychainmembers?SupplychainbusinessprocessesSupplychainmanagementcomponentsSupplychainnetworkstructure1.Whoarethekeysupplycha
20、inmemberswithwhomtolinkprocesses?3.Whatlevelofintegrationandmanagementshouldbeappliedoreachprocesslink?Copyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin2-18TypesofBusinessProcessLinksManagedProcessLinksMonitoredProcessLinksNot-ManagedProcessLinksNonmemberProcessLi
21、nksCopyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin2-19TypesofInter-companyBusinessProcessLinksMembers of the Focal Companys Supply ChainManaged Process LinksMonitor Process LinksNot-Managed Process LinksNon-Member Process LinksNon-Members of the Focal Companys S
22、upply ChainnnnnnnnnConsumers/End-CustomersTier 3 to n customers12112nn1211Initial SuppliersTier 3 to n suppliers123121231Focal CompanyTier 1CustomersTier 2CustomersTier 3 toConsumers/End-CustomersTier 2SuppliersTier 1SuppliersTier 3 toInitialsuppliersn1Source:Douglas M.Lambert,Martha C.Cooper and Ja
23、nus D.Pagh,Supply Chain Management:Implementation Issues and Research Opportunities,”The International Journal of Logistics Management,Vol.9,No.2(1998),p.7.Copyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin2-20UnderlyingProcessVisionCustomerRelationshipManagementPr
24、ocurementFulfillmentCustomerServiceManagementManufacturingFlowManagementDemandManagementCustomerSource:3MSupplyChainManagementVisionThekeytoachievinganintegratedflowofproductandinformationthroughoutthesupplychainistocreateafocusedcustomerinterface,afocusedsupplierinterface,andanintegrated,process-or
25、iented,supplychainwhichisdrivenbythecustomer.Copyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin2-21FundamentalManagementComponentsWorkflow/activitystructurePlanningandcontrolmethodsOrganizationstructureCommunicationandinformationflowfacilitystructureProductflowfaci
26、litystructurePhysicalandtechnicalmanagementcomponentsManagerialandbehavioralmanagementcomponentsCultureandattitudeRiskandrewardstructurePowerandleadershipstructureManagementmethodsCopyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin2-22CustomerRelationshipManagementC
27、ustomerserviceteamsdevelopandimplementcustomerpartneringprograms.Product/serviceagreementsareestablished.Newcustomerinterfacesleadtoimprovedcommunicationandbetterpredictionsofcustomerdemandandimprovethewaycustomersareserviced.Teamsidentifyandeliminatesourcesofproductionvariability.Keyperformanceeval
28、uationcriteria(bothlevelofserviceandcustomerprofitability)areusedtomeasureresults.Copyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin2-23CustomerServiceManagementProvidesasinglesourceofcustomerinformation,apointofcontactforadministrationoftheproduct/serviceagreement
29、.Conveysreal-timeinformationthroughinterfacewithproductanddistributionoperations.Requiresanon-line/real-timeproductandpricinginformationtoassistcustomerswithinquiries,orderplacement,andafter-salesservice.Includesfrontlinetechnicalservicethatassistscustomerswithproductapplicationsandrecommendations.C
30、opyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin2-24CustomerOrderFulfillment“Customerneeddates”andrequirementsdrivetheprocess.Manufacturing,distribution,andtransportationplansareintegrated.Strategicallianceswithkeysupplychainmembersandcarriersareformedtomeetrequir
31、ementsandtoreducetotal-delivered-costtocustomersCopyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin2-25ManufacturingFlowManagementProductispulledthroughtheplantbasedoncustomerneeds.Manufacturingprocessesmustflexiblyrespondtomarketchangeswithrapidchangeovercapabiliti
32、esformasscustomization.Minimumlotsizesareplannedtomovetowardamaketoorderenvironment.Productionprioritiesaredrivenbyrequireddeliverydates.Managersconcentrateonkeepingsetup/changeovercostsverylow.Copyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin2-26ProcurementStrate
33、gicplansofsuppliersandcompanyarealignedtofocusresourcesonholdingdowncostsanddevelopingnewproducts.Suppliercategorizationandmanagementisimplementedonacorporateglobalbasis,withpurchasinginastrategiccontractingrole.Purchaseordertransactionsareintegratedwiththesupplyprocesstoimproveproductivityandallare
34、asofsupplierperformance.Copyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin2-27Costtrade-offsinMarketingandLogisticsProductOrderprocessingandinformationcostsInventorycarryingcostsPlace/customerservicelevelsOrderprocessingandinformationcostsPriceLotquantitycostsWareh
35、ousingcostsTransportationcostsLOGISTICSMARKETINGCopyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin2-28ReengineeringSCMProcessFlowChartAssess:CultureStrategiesPracticesProcessesMission statementBusiness requirementsImplement business solution in supply chainNew ente
36、rprise design for integrated processRevise/reengineerStrategic partnershipsOrganizationstructureHumanresourcecapabilitiesInformationsystemsAcceptableNot acceptableSource:Douglas M.Lambert,Larry C.Guinipero,and Gary J.Ridenhower,“Supply Chain Management:A Key to Achieving Business Excellence in the 2
37、1st Century,”unpublished manuscript.All Rights reserved.Copyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin2-29IMPLEMENTATIONOFSUPPLYCHAINMANAGEMENTInformation Architecture,Data Base Strategy,Information VisibilityTechnicalLogisticsPurchasingFinance&AccountingSales&
38、MarketingBusinessProcessesTypicalFunctionsSilosManufac-turingCUSTOMERSDemandManagementNetworkPlanningCapabilityPlanningSourcingDemandPlanningCustomerRelationshipManagementRequirementsDefinitionManufacturingStrategySourcingStrategyCustomerProfitabilityAccountManagementRequirementsDefinitionCustomer S
39、erviceManagementPerformanceSpecificationsCoordinatedExecutionAccountAdministrationTechnicalServiceManufacturing FlowManagementProductionPlanningIntegratedSupplyManufacturingProcessStabilityFulfillmentDistributionManagementPlantDirectSelectedSupplier(s)DistributionCostSpecialOrdersProductDevelopment
40、andCommercializationProcessSpecificationsMaterialSpecificationsR&D CostProductDesignBusinessPlanMovementRequirementsPriorityAssessmentCostTo ServeTradeoffAnalysisProcessRequirementsEnvironmentalRequirementsPackagingSpecificationsPrioritizationCriteriaSUPPLIERSProcurementIntegratedPlanningSupplierMan
41、agementMaterialsCostMaterialSpecificationsOrderBookingInboundFlowCostNote:Process sponsorship and ownership must be established to drive the attainment of the supply chain vision and eliminate the functional barriers that artificially separate the process flows.CHAPTER3CustomerServiceCopyright 2001
42、by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin3-31Costtrade-offsinMarketingandLogisticsProductOrderprocessingandinformationcostsInventorycarryingcostsPlace/customerservicelevelsOrderprocessingandinformationcostsPriceLotquantitycostsWarehousingcostsTransportationcostsLOGISTICS
43、MARKETINGCopyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin3-32ElementsofCustomerServiceTransaction elementsWrittenstatementofpolicyCustomerreceiptofpolicystatementOrganizationstructureSystemflexibilityManagementservicesInstallation,warranty,alterations,repairs,par
44、tsProducttracingCustomerclaims,complaints,returnsTemporaryreplacementofproductsStockoutlevelsOrderinformationElementsofordercycleExpeditedshipmentsTransshipmentSystemaccuracyOrderconvenienceProductsubstitutionPosttransaction elementsPretransactionelementsCopyright 2001 by The McGraw-Hill Companies,I
45、nc.All rights reserved.McGraw-Hill/Irwin3-33MethodsofEstablishingaCustomerServiceStrategyDeterminingchannelservicelevelsbasedonknowledgeofconsumerreactionstostockoutsAnalyzingcost/revenuetrade-offsUsingABCanalysisofcustomerserviceConductingacustomerserviceauditCopyright 2001 by The McGraw-Hill Compa
46、nies,Inc.All rights reserved.McGraw-Hill/Irwin3-34ModelofConsumerReactiontoaRepeatedStockoutSource:Clyde K.Walter,“An Empirical Analysis of Two Stockout Models,”unpublished Ph.D.Dissertation,Ohio State University,1971.Customer3Lower4Other size2Same1HigherAnotherstore6Ask hereagain5SpecialorderSwitch
47、 stores?Substitute?Switch brand?Substitute?Switch price?NoNoYesYesYesYesNoNoCopyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin3-35RelationshipBetweenCustomerServiceandInventoryInvestmentCopyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill
48、/Irwin3-36Internal AuditExternal AuditEvaluate Customer PerceptionsDifferentiate Channel Levels&Market SegmentsIdentify OpportunitiesDetermine Marketing Services Mix&LevelsStagesoftheCustomerServiceAuditCopyright 2001 by The McGraw-Hill Companies,Inc.All rights reserved.McGraw-Hill/Irwin3-37OverallI
49、mportanceComparedToSelectedPerformanceOfMajorManufacturersEvaluatedByDealersSource:Douglas M.Lambert and Jay U.Sterling,“Developing Customer Service Strategy,”unpublished manuscript.All Rights reserved.OverallImpt.-Dealer Evaluationsof ManufacturersAllDealersMfr.1Mfr.2Mfr.3Mfr.4Mfr.5Mfr.6RankVar.Num
50、DescriptionM.SDM.SDM.SDM.SDM.SDM.SDM.SD19Ability of manufacturer to meet promised delivery date(on-timeshipments)6.40.85.91.04.11.64.71.66.60.63.71.83.31.6239Accuracy in filling orders(correct product is shipped)6.40.85.61.14.71.45.01.35.81.15.11.24.41.5390Competitiveness of price6.31.05.11.24.91.44