Friday, 27 March 2009

Supply Chain Consultants

The Benefit of an SME using a Supply Chain Consultant

In days of old before the great depopulation of business skills, an SME would identify any internal business issues through their own operational audit team. This team was, in effect, an in house consultant looking at the supply chain and logistics issues from end to end. Now, however, those audit teams are long gone, along with all of the expertise and skills needed to evaluate and update supply chain operations / processes.

However before I move forward let’s just define one or two things so we are all talking the same language. We need to define the true meaning of some key words which the industry uses without due care and attention.

Supply Chain
A supply chain is the system of organisations, people, technology, activities, information and resources involved in moving a product or service from supplier to customer. Supply chain activities transform natural resources, raw materials and components into a finished product that is delivered to the end customer. In sophisticated supply chain systems, used products may re-enter the supply chain at any point where residual value is recyclable. Supply chains link value chains.

A typical supply chain begins with ecological and biological regulation of natural resources, followed by the human extraction of raw material, and includes several production links (e.g., component construction, assembly, and merging) before moving on to several layers of storage facilities of ever-decreasing size and ever more remote geographical locations, and finally reaching the consumer.

Many of the exchanges encountered in the supply chain will therefore be between different companies that will seek to maximise their revenue within their sphere of interest, but may have little or no knowledge or interest in the remaining players in the supply chain. More recently, the loosely coupled, self-organising network of businesses that cooperates to provide product and service offerings has been called the Extended Enterprise

Extended Enterprise
An Extended Enterprise is a loosely coupled, self-organising network of firms that combine their economic output to provide products and services offerings to the market. Firms in the extended enterprise may operate independently, for example, through market mechanisms, or cooperatively through agreements and contracts.

Alternatively referred to as a "supply chain" or a "value chain", the extended enterprise describes the community of participants involved with provisioning a set of service offerings. The extended enterprise associated with "McDonald's", for example, includes not only McDonald's Corporation, but also franchisees and joint venture partners of McDonald's Corporation, the 3PL's that provide food and materials to McDonald's restaurants, the advertising agencies that produce and distribute McDonald's advertising, the suppliers of McDonald's food ingredients, kitchen equipment, building services, utilities, and other goods and services, the designers of Happy Meal toys, and others.

Extended Enterprise is a more descriptive term than supply chain, in that it permits the notion of different types and degrees and permanence of connectivity. Connections may be by contract, as in partnerships or alliances or trade agreements, or by open market exchange or participation in public tariffs.

Logistics
Logistics is the management of the flow of goods, information and other resources, including energy and people, between the point of origin and the point of consumption in order to meet the requirements of consumers (frequently, and originally, military organisations). Logistics involves the integration of information, transportation, inventory warehousing, material-handling, and packaging. Logistics is a channel of the supply chain which adds the value of time and place utility.

Consultant
A consultant is usually an expert or a professional in a specific field and has a wide knowledge of the subject matter. A consultant usually works for a consultancy firm or is self-employed, and engages with multiple and changing clients. Thus, clients have access to deeper levels of expertise than would be feasible for them to retain in-house, and to purchase only as much service from the outside consultant as desired. It is generally accepted good corporate governance to hire consultants as a check to the Principal-Agent problem

Interim Manager
Interim management is the temporary provision of management resources and skills. Interim management can be seen as the short-term assignment of a proven heavyweight interim executive manager to manage a period of transition, crisis or change within an organisation. In this situation, a permanent role may be unnecessary or impossible to find on short notice. Additionally, there may be nobody internally who is suitable for, or available to take up, the position in question. This could also be a short term Project Manager.

The Key Stages to be examined are as follows:-


Why does the business need a Consultant?
Define the issue as you see it
Define what you would expect from a Consultant
Find a Consultant
Set Consultancy Stages
Initial Meeting
Request a Quotation
Compare Consultants
Appoint the Consultant
Expectations from the Consultants Report


1. Why does the business need a Consultant?
The Supply Chain in its’ true sense has a very wide business aspect. In effect most business issues can be linked with the Supply Chain and these issues may not have the causes you expect.
Problems of poor warehouse efficiencies can be caused by too much stock (an issue of purchasing or sales). It can also be caused by poor material master maintenance in the business systems / IT area. Each of these examples would need to be tracked back to source.


The need for help is identified through issues / problems that you cannot solve internally or perhaps you need to update the processes used internally to improve overall efficiencies. In either case help is needed and the right Consultant will be able to provide solutions.


2. Define the issue as you see it
Clearly understand the issue by writing a project brief. This will help clearly define the issue for you, the business and the Consultant. Without a brief you will be wasting valuable time and hence money.


3. Define what you would expect from a Consultant
· Expertise & Skills in the Supply Chain
· Reference to specific areas if possible such as Warehousing, Reverse Logistics, Returns
· Industry experience (Do not fixate on this however as cross industry experience could well add value to your operation)
· Define a timeframe (Start and End)
· Identify a daily rate that you consider is commensurate with the skills and experience you need.
· What you expect as an output from the consultancy work.
o What has been looked at
o What was found to be right and wrong in those areas
o How to correct the problems
o Implementation schedule and timeframe


4. Find a Consultant
Firstly you should understand there is a difference between a Consultancy Company and a Consultant. The Consultancy Company may have great marketing but only average Consultants. It will be the Consultant that does the work not the Consultancy Company.
You should therefore meet the Consultant who will undertake the work and look for the following:-


· The right skills and experience for the job – look at the CV and past assignments list
· Experience in your sector
· A member of a recognised Institute such as The Chartered Institute of Logistics & Transport or The Chartered Institute of Purchasing & Supply.
· Experience within the Supply Chain and as a Consultant. 25 years experience is worth more than a degree obtained two years ago.
· A degree in Supply Chain Management is advisable but do not concern yourself with degrees In other subjects. Experience over a good number of years in the Supply Chain is far better.


Look on the web at medium sized and small consultancy businesses. Examine the detail on the web site and call them. Speak with the actual consultant who will do the work.
Pick two or three and compare daily rates and expenses.


At the end of the day you will need to meet the consultant face to face to see if you can work with them. Once you have a successful business relationship with a Supply Chain Consultant it is worth retaining the contact and utilising them as a Mentor.


5. Set Consultancy Stages
In advance of meeting the Consultant define what you want from him.
Typically the work would be in the following stages:-
· Initial Investigation on site
· Review of Data and Processes
· Report Writing
· Presentation of Report
· Implementation
Agree with the Consultant what he is going to do, by when and how many days.
The last item of implementation can be discussed after the presentation of the report and a clear understanding of what is needed.


6. Initial Meeting
Prior to the first meeting with a Consultant provide them with a copy of the brief. Make sure you are meeting the person who is doing the job.
Set aside one and a half hours for the meeting. It should be structured as follows:-
· You give an overview of your business and of the issues you have
· The Consultant should describe his background, skills, experience and ability to manage this work.
· You should receive a copy of the Consultants CV
· Walk through the operation
· Sum up the expectations and discuss daily rates etc.


7. Request a Quotation
Stage 1 would be to request signature of a Non Disclosure Agreement (NDA)
Provide any additional requested data after signature of NDA.
Request a quotation / Proposal to include expected timeframe, dail cost and expenses, terms of payment and references


8. Compare Consultants
· Price is one key factor. Look for a fix period of an agreed number of days
· Qualifications and / or experience of the Consultant
· Your preference for the individual. You will have to work with them. There needs to be trust.
· Always call the references to see what the Consultants work is like.
· Look on the web and do a “name” search to see what comes up. Always worth the effort.
· Make sure you find a Consultant that lives locally or you could be in for some hefty travelling expenses.

9. Appoint the Consultant
Issue a letter of appointment confirming the details of the assignment and listing the deliverables / dates.

10. Expectations from the Consultants Report
You should expect the following as a bare minimum:-
· Details of what was looked at and the output from this.
· A detailed list of the good and the bad.
· Consolidated list of items that need addressing with a Why the issue in the first place / What needs doing / Potential Result.
· Order of Work and some estimate of timeframe.
· Summary of Benefits.
· Suggestions as to who can undertake the remedial actions.

_______________________________________________________________________________
I hope this has been useful. If you need additional help please call Mike Forryan at MF Logistics & Associates on 07711 083227


About the Author:
Mike Forryan FCILT is the owner of MF Logistics & Associates and has worked within the Global supply chain arena for over 30 years. He has worked in both the Public and Private sectors across multiple markets in Europe and Globally. For the past 12 years Mike has managed his own Consultancy, operated as a Project Manager and an Interim Manager at board level.
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Tuesday, 24 March 2009

What is a Supply Chain Project and How is it Managed

Mike Forryan has worked as a Global Supply Chain project Manager for twelve years both in the public and private sectors on a global basis. See www.logistics-consultants.co.uk for further details about his supply chain consultancy and project management business.

Before we start there are a number of definitions we need to be clear about. These relate to the type of person needed to manage the work and understanding what a project plan is.

Project Manager:
A project manager is the person accountable for accomplishing the stated project objectives. Key project management responsibilities include creating clear and attainable project objectives, building the project requirements, and managing the triple constraint for projects, which is cost, time, and scope.
A project manager is often a client representative and has to determine and implement the exact needs of the client, based on knowledge of the firm they are representing. The ability to adapt to the various internal procedures of the contracting party, and to form close links with the nominated representatives, is essential in ensuring that the key issues of cost, time, quality and above all, client satisfaction, can be realized.
In effect the Project Manager oversees the project but does not become involved in the physical doing of the work.

Project Management Office:
The Project Management Office (PMO) in a business or professional enterprise is the department or group that defines and maintains the standards of process, generally related to project management, within the organization. The PMO strives to standardize and introduce economies of repetition in the execution of projects. The PMO is the source of documentation, guidance and metrics on the practice of project management and execution.
A good PMO will base project management principles on accepted, industry standard methodologies such as PMBOK or PRINCE2. Increasingly influential industry certification programs such as ISO9000 and the Malcolm Baldrige National Quality Award (MBNQA) as well as government regulatory requirements such as Sarbanes-Oxley have propelled organizations to standardize processes. Organizations around the globe are defining, borrowing and collecting best practices in process and project management and are increasingly assigning the PMO to exert overall influence and evolution of thought to continual organizational improvement.

Interim Manager:
Interim management is the temporary provision of management resources and skills. Interim management can be seen as the short-term assignment of a proven heavyweight interim executive manager to manage a period of transition, crisis or change within an organization. In this situation, a permanent role may be unnecessary or impossible to find on short notice. Additionally, there may be nobody internally who is suitable for, or available to take up, the position in question.
In effect the Interim Manager physically does the work and acts as both the designer and implementer.

Project Plan:
A project plan, according to the Project Management Body of Knowledge, is
"...a formal, approved document used to guide both project execution and project control. The primary uses of the project plan are to document planning assumptions and decisions, facilitate communication among stakeholders, and document approved scope, cost, and schedule baselines. A project plan may be summary or detailed."
PRINCE2 defines
"...a statement of how and when a project's objectives are to be achieved, by showing the major products, milestones, activities and resources required on the project."
At a minimum, a project plan answers basic questions about the project:
· Why? - What is the problem or value proposition addressed by the project? Why is it being sponsored?
· What? - What is the work that will be performed on the project? What are the major products/deliverables?
· Who? - Who will be involved and what will be their responsibilities within the project? How will they be organized?
· When? - What is the project timeline and when will particularly meaningful points, referred to as milestones, be complete?

Project Schedule:
A detailed plan of major project phases, milestones, activities, tasks and the resources allocated to each task. The most common representation of the project schedule is in a Gantt Chart. A typical PM tool is Microsoft Project which can depict the project as a Gantt chart.


The aim of this article is to understand the different key areas of a supply chain project and what is involved in each.
The key areas are:-
Deliverables
Timeframe vs. Costs
Resources
Management Structure
Responsibilities / Escalation Process
Documentation
Work Streams
Milestones
Dependencies
Schedule
Dashboard
Visibility

1. Deliverables
The project deliverables have normally been outlined by the business and may cover multiple aspects of the Supply Chain / Logistics operations. The deliverable can either be linked to the business case or can be redefined by the PM to clearly outline what is expected and by when. This should then be presented to the project sponsor and signed off.
This document will be referred to during the life of the project and may change. If changes are made they need to be recorded and signed off by the project sponsor.

2. Timeframe vs. Costs
Projects differ in their key requirements. Timeframes may have been set to achieve the end result and cost, although important, is not the key driver. In other cases the cost in implementing the project is key and the business can live with slippage in the timeframe.
Clearly understand what the criteria are and document them for they will change and potentially cause friction within the management team.


3. Resources
Most large projects require the PM to manage the project in the true sense and not to become involved in doing the work. Please note this does not abrogate the PM’s responsibility to oversee the validity of work undertaken by others.
The PM should agree, with project sponsors, work stream Owners and work stream Implementers.
Project stream owners are fully responsible for managing the design, resourcing, implementation and successful completion of each sub work stream.
Project Stream Implementers are responsible to the work stream Owners for all aspects of the sub work streams.

4. Management Structure
Clearly define the management structure for the project. Appoint a core working group and define the reporting between this group and the main board.

5. Responsibilities / Escalation Process
Core Working Group
To be made up of a senior person from each business area that is involved in the overall project. See Work Streams for further details.
Project Steering Group
To be made up of key board members.
The Core working group will meet as and when required as defined by the PM. The Project Steering Group should meet fortnightly on set immovable dates where the PM and any invited Core Working Group members report to the Steering Group. The Steering Group will report to the main board.
Escalation of issues will be through the Steering Group

6. Documentation
There are numerous types of pre set documentation which can be used but the following are the minimum.
· Definition of Business Objectives
· Meetings Log
· Project Milestones
· Meeting Notes (with ACTIONS)
· Issues Log (Current problems to be resolved)
· Risks Logs (Problems that might happen)
· Contacts
· Gantt Chart

7. Work Streams
Work Stream

Each key work stream area has an owner who has overall responsibility for each sub work stream. The work stream owner is responsible for allocating sub work stream implementers.
Work streams are identified by the PM and the Work Stream Owner and in put to the Microsoft Plan to produce a Gantt chart. The sub work streams will be verified by the work stream owner and his implementers will fully populate the Gantt chart with the PM.

8. Milestones
Define the project milestones with the steering group. Complete a milestone chart showing date, milestone and a RAG (Red, Amber, Green) status flag. Set milestones into Gantt chart.

9. Dependencies
Complete a detailed dependencies chart across all areas of the business showing how they are related and what the relationship is. An example chart is set out below.

10. Schedule
The schedule is in fact a Gantt chart. This is generated by software such as Microsoft Project and is in effect a list of all project components, linked and with dates attached. If one date changes then it recalculates the project end date and highlights all issues with related sub work streams.
This tool is important and does not represent the be all and end all of any project. It is a guide and cannot contain everything.

11. Dashboard
A project dashboard is used to manage all of the actions that are agreed to in meetings. One of the key issues in project is sub work stream implementers not keeping to their actions or dates.
The dashboard is a monitoring tool where all actions are added and is monitored weekly to make sure all actions are being processed in time. An example dashboard is available from mike.forryan@logistics-consultants.co.uk

13. Visibility
Do not enclose the project in a cloak of secrecy. Make it as visible as possible within the business constraints. Consider utilising a shared system drive to hold all project files and making them available to all. Perhaps a “SharePoint” option would also suffice.

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