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SCM两本好书

供应链成本管理
Foreword by Theresa Metty xi
Preface by Dave Nelson xv
Acknowledgments xix
1. Introduction 1
2. The AIM & DRIVE Process of Cost Management 7
3. Agreeing on the Need to Manage Costs 29
4. Identifying Critical Costs in the Supply Chain 55
5. Measuring Secondary and Tertiary Costs 79
6. Defining the Key Cost Drivers and Developing Strategic Options 101
7. Reducing, Eliminating, or Changing Activities That Cause Costs 123
8. Implementing an Action Plan 161
9. Verifying the Plan with Cost Monitors 185
10. Eternally Improving and Leveraging the Process 205

供应链项目管理
SECTION I
Supply Chain Management in the
21st Century
Chapter 1
Purpose and Overview.........................................................................3
1.1 Book Purpose ...................................................................................................3
1.2 Project Management and SCM Knowledge Areas ..........................................5
1.3 Book Roadmap.................................................................................................6
Endnotes.....................................................................................................................9
Chapter 2
De ning SCM ....................................................................................11
2.1 CLM Perspective............................................................................................11
2.2 The Future of SCM — Eight Propositions ...................................................12
2.3 Competing Supply Chain to Supply Chain ...................................................15
2.4 The Value Chain and Other Perspectives ......................................................17
2.4.1 Supply Chain De nitions ...................................................................17
2.4.2 The “Value Chain” .............................................................................18
2.4.3 Viewpoints Encountered in Industry .................................................18
2.5 Implications for SCM Project Management..................................................19
Endnotes...................................................................................................................20
Chapter 3
Drivers of Supply Chain Change.......................................................21
3.1 Drivers are Important.....................................................................................21
3.2 Innovation.......................................................................................................22
3.3 Extended Products..........................................................................................27
3.4 Globalization ..................................................................................................29
3.5 Flexibility Imperative — the Ultimate Capability ........................................31
3.5.1 Management Mindset.........................................................................33
3.5.2 De ning Needed Fle xibility...............................................................34
3.6 Process-Centered Management......................................................................35
3.7 Collaboration..................................................................................................37
3.7.1 De nitions of Collaboration ..............................................................37
3.7.2 CPFR
®
................................................................................................38
3.7.3 Stage 3 (Multicompany) SCM...........................................................39
3.8 Know Your Drivers ........................................................................................40
Endnotes...................................................................................................................40
Chapter 4
Five SCM Tasks — The Foundation for SCM Knowledge..............43
4.1 Introduction to the Five SCM Tasks..............................................................43
4.2 Task 1: Designing Supply Chains for Strategic Advantage..........................44
4.2.1 The Nature of Markets and Products ................................................45
4.2.2 Model for Competing Through SCM................................................48
4.2.3 SCM Strategy Tools ...........................................................................49
4.2.3.1 SCOR Approach .................................................................50
4.2.3.2 Activity Systems .................................................................52
4.2.4 New Products and Processes .............................................................56
4.3 Task 2: Implementing Collaboration Relationships ......................................57
4.3.1 Functional Organizations ...................................................................57
4.3.2 Product-Centric Organizations...........................................................59
4.3.3 Customer-Centric Organizations........................................................61
4.4 Task 3: Forging Supply Chain Partnerships ..................................................61
4.4.1 Spheres ...............................................................................................61
4.4.2 Classifying Partnerships.....................................................................63
4.4.2.1 Purpose................................................................................63
4.4.2.2 Direction .............................................................................64
4.4.2.3 Choice .................................................................................65
4.5 Task 4: Managing Supply Chain Information...............................................66
4.6 Task 5: Removing Cost from the Supply Chain ...........................................68
Endnotes...................................................................................................................69
SECTION II
Project Management and Supply
Chain Management
Chapter 5
Levels of Project Management Maturity...........................................73
5.1 Level 1: Common Language .........................................................................74
5.2 Level 2: Common Processes..........................................................................76
5.3 Level 3: Singular Methodology .....................................................................77
5.4 Level 4: Benchmarking..................................................................................78
5.5 Level 5: Continuous Improvement ................................................................78
Endnotes...................................................................................................................79
Chapter 6
Project Management Language .........................................................81
6.1 Overlapping Disciplines.................................................................................82
6.2 Project Management Structure and Vocabulary ............................................83
6.2.1 Basic De nitions ................................................................................83
6.2.2 Programs, Projects and WBS Application.........................................86
Endnote ....................................................................................................................88

Chapter 7
Project Management Knowledge Areas.............................................89
7.1 Need for Supplemental SCM Knowledge .....................................................89
7.2 SCM Knowledge Requirement by Knowledge Area ....................................91
7.3 Knowledge Areas and SCM ..........................................................................93
7.3.1 Knowledge Area: Project Integration Management .........................93
7.3.2 Knowledge Area: Project Scope Management..................................94
7.3.3 Knowledge Area: Project Time Management ...................................96
7.3.4 Knowledge Area: Project Cost Management ....................................97
7.3.5 Knowledge Area: Project Quality Management................................99
7.3.6 Knowledge Area: Project Human Resource Management..............100
7.3.7 Knowledge Area: Project Communications Management ..............101
7.3.8 Knowledge Area: Project Risk Management ..................................103
7.3.8.1 Risk Planning and Identi cation ......................................104
7.3.8.2 Qualitative Risk Analysis .................................................105
7.3.8.3 Quantitative Risk Analysis ...............................................107
7.3.8.4 Risk Response and Control ..............................................108
7.3.9 Knowledge Area: Project Procurement Management .....................110
Endnotes.................................................................................................................112
Chapter 8
SCOR and SCM Project Management ............................................113
8.1 Level 1: Core Management Processes.........................................................116
8.2 Level 2: Con guration Le vel/Threads.........................................................116
8.2.1 PLANNING Processes.....................................................................119
8.2.2 EXECUTION Processes ..................................................................119
8.2.3 ENABLE Processes .........................................................................121
8.2.3.1 Establish and Manage Business Rules.............................121
8.2.3.2 Manage Performance of the Supply Chain......................121
8.2.3.3 Manage Data Collection...................................................122
8.2.3.4 Manage Inventory .............................................................122
8.2.3.5 Manage Supply Chain Capital Assets ..............................122
8.2.3.6 Manage Transportation .....................................................122
8.2.3.7 Manage Supply Chain Con guration ...............................122
8.2.3.8 Manage Regulatory Requirements and Compliance........123
8.2.3.9 Process Speci c Compliance ............................................123
8.3 Level 3: Detailed Process Elements ............................................................123
8.4 Collaboration................................................................................................124
8.4.1 Collaboration De ned ......................................................................124
8.4.2 Collaboratory Life Cycle .................................................................130
8.5 Shortcut to Better Project Management ......................................................130
Endnotes.................................................................................................................133
Chapter 9
Information Technology Projects — Lessons for SCM..................135
9.1 Why Look at IT Projects .............................................................................135

9.2 Rigidity, or Insuf cient Fle xibility ..............................................................136
9.2.1 Rigidity Root Cause.........................................................................136
9.2.2 Rigidity — Links with Knowledge and Practice Areas..................137
9.3 Organization Roadblocks .............................................................................138
9.3.1 Organization Roadblocks — Root Cause........................................138
9.3.2 Organization Roadblocks — Links with Knowledge
and Practice Areas............................................................................138
9.4 Top Management Abrogation ......................................................................139
9.4.1 Top Management Abrogation — Root Causes................................139
9.4.2 Top Management Abrogation — Links with Knowledge
and Practice Areas............................................................................140
9.5 Inadequate Technical Capability..................................................................140
9.5.1 Our Own Capability.........................................................................141
9.5.2 Partner Capabilities ..........................................................................142
9.5.3 Inadequate Technology Capability — Links with
Knowledge and Practice Areas ........................................................143
9.6 Misunderstood Technology..........................................................................144
9.6.1 CRM Perils — Root Causes............................................................144
9.6.1.1 No Customer Strategy ......................................................145
9.6.1.2 Implementing CRM without the Environment
Needed to Make It Work ..................................................145
9.6.1.3 Assuming More Technology is Better .............................145
9.6.1.4 Stalking Customers...........................................................145
9.6.2 Misunderstood Software — Links with Knowledge and
Practice Areas...................................................................................145
9.7 Conclusions — Lessons Learned ................................................................146
9.7.1 Project Management Knowledge.....................................................146
9.7.2 Project Management Practice ..........................................................146
9.7.3 SCM Knowledge..............................................................................148
9.7.4 SCM Practice ...................................................................................148
Endnotes.................................................................................................................148
SECTION III
Supply Chain Management
Project Processes
Chapter 10
SCM Maturity Model.......................................................................153
10.1 Where Are We? Where Do We Want To Go? .............................................153
10.2 The Supply Chain Spectrum........................................................................155
10.3 A Maturity Model for SCM Projects ..........................................................157
Endnotes.................................................................................................................161
Chapter 11
Introduction to SCM Executing Processes......................................163

Chapter 12
Developing a Supply Chain Strategy ..............................................171
12.1 Chartering the Supply Chain Effort (1.1)....................................................173
12.1.1 Inputs to Chartering the Supply Chain Effort (1.1.1) .....................173
12.1.1.1 Customer and Product Brie ng ........................................173
12.1.1.2 Strategy (External)............................................................176
12.1.1.3 Environmental Brie ng (External) ...................................176
12.1.1.4 Issues.................................................................................176
12.1.2 Process Elements for Chartering the Supply Chain
Effort (1.1.2).....................................................................................177
12.1.2.1 Process De nition for Chartering the Supply
Chain Effort.......................................................................177
12.1.2.2 Approaches and Techniques for Chartering the
Supply Chain Effort..........................................................178
12.1.2.3 Project Management Shortcomings Addressed
by Chartering the Supply Chain Effort ............................178
12.1.2.4 SCM Maturity for Chartering the Supply
Chain Effort ......................................................................178
12.1.2.5 Terminology for Chartering the Supply
Chain Effort ......................................................................178
12.1.2.6 Stakeholders for Chartering the Supply
Chain Effort ......................................................................178
12.1.2.7 SCOR Support for Chartering the Supply
Chain Effort ......................................................................179
12.1.3 Outputs from Chartering the Supply Chain Effort (1.1.3)..............179
12.1.3.1 SCM Charter Elements.....................................................179
12.1.3.2 Project Management Charter Elements............................179
12.2 Project Plan Development (1.2)...................................................................180
12.2.1 Inputs for Project Plan Development (1.2.1)...................................180
12.2.2 Process Elements for Project Plan Development (1.2.2) ................183
12.2.2.1 Process De nition for Project Plan De velopment ...........183
12.2.2.2 Approaches and Techniques for Project
Plan Development.............................................................183
12.2.2.3 Project Management Shortcomings Addressed
by Project Plan Development...........................................184
12.2.2.4 SCM Maturity for Project Plan Development .................184
12.2.2.5 Terminology for Project Plan Development ....................184
12.2.2.6 Stakeholders for Project Plan Development ....................184
12.2.2.7 SCOR Support for Project Plan Development.................185
12.2.3 Outputs from Project Plan Development (1.2.3).............................185
12.3 Sphere De nition (1.3) ................................................................................187
12.3.1 Inputs for Sphere De nition (1.3.1) ................................................187
12.3.2 Process Elements for Sphere De nition (1.3.2) ..............................187
12.3.2.1 Process De nition for Sphere De nition .........................190
12.3.2.2 Approaches and Techniques for Sphere De nition .........190

12.3.2.3 Project Management Shortcomings Addressed
by Sphere De nition .........................................................192
12.3.2.4 SCM Maturity for Sphere De nition ...............................193
12.3.2.5 Terminology for Sphere De nition ..................................193
12.2.2.6 Stakeholders for Sphere De nition ..................................193
12.2.2.7 SCOR Support for Sphere De nition ..............................193
12.3.3 Outputs from Sphere De nition (1.3.3) ..........................................194
12.4 Activity System Design (1.4) ......................................................................194
12.4.1 Inputs for Activity System Design (1.4.1) ......................................194
12.4.2 Process Elements for Activity System Design (1.4.2) ....................195
12.4.2.1 Process De nition for Activity System Design ...............195
12.4.2.2 Approaches and Techniques for Activity
System Design ..................................................................195
12.4.2.3 Project Management Shortcomings Addressed
by Activity System Design...............................................196
12.4.2.4 SCM Maturity for Activity System Design .....................196
12.4.2.5 Terminology for Activity System Design ........................196
12.4.2.6 Stakeholders for Activity System Design ........................196
12.4.2.7 SCOR Support for Activity System Design.....................199
12.4.3 Outputs from Activity System Design (1.4.3).................................199
12.5 Organization Alignment (1.5) ......................................................................200
12.5.1 Inputs for Organization Alignment (1.5.1)......................................200
12.5.2 Process Elements for Organization Alignment (1.5.2)....................200
12.5.2.1 Process De nition for Or ganization Alignment...............200
12.5.2.2 Approaches and Techniques for Organization
Alignment .........................................................................203
12.5.2.3 Project Management Shortcomings Addressed by
Organization Alignment....................................................204
12.5.2.4 SCM Maturity for Organization Alignment.....................204
12.5.2.5 Terminology for Organization Alignment........................205
12.5.2.6 Stakeholders for Organization Alignment........................205
12.5.2.7 SCOR Support for Organization Alignment ....................205
12.5.3 Outputs from Organization Alignment (1.5.3) ................................205
12.6 Collaboration Strategy (1.6) ........................................................................205
12.6.1 Inputs for Collaboration Strategy (1.6.1) ........................................205
12.6.2 Process Elements for Collaboration Strategy (1.6.2) ......................206
12.6.2.1 Process De nition for Collaboration Strate gy .................206
12.6.2.2 Approaches and Techniques for Collaboration
Strategy .............................................................................206
12.6.2.3 Project Management Shortcomings Addressed by
Collaboration Strategy ......................................................207
12.6.2.4 SCM Maturity for Collaboration Strategy .......................207
12.6.2.5 Terminology for Collaboration Strategy ..........................207
12.6.2.6 Stakeholders for Collaboration Strategy ..........................207
12.6.2.7 SCOR Support for Collaboration Strategy.......................207
12.6.3 Outputs from Collaboration Strategy (1.6.3)...................................208

12.6.3.1 Characterization of the Supply and Customer Base ........208
12.6.3.2 Information Requirements ................................................208
12.6.3.3 New Upstream and Downstream Roles ...........................209
12.6.3.4 Technology........................................................................209
12.7 Integrated Change Control (1.7)..................................................................209
12.7.1 Inputs for Integrated Change Control (1.7.1)..................................209
12.7.2 Process Elements for Integrated Change Control (1.7.2) ...............209
12.7.2.1 Process De nition for Inte grated Change Control...........210
12.7.2.2 Approaches and Techniques for Integrated
Change Control.................................................................210
12.7.2.3 Project Management Shortcomings Addressed
by Integrated Change Control ..........................................210
12.7.2.4 SCM Maturity for Integrated Change Control.................210
12.7.2.5 Terminology for Integrated Change Control....................210
12.7.2.6 Stakeholders for Integrated Change Control....................210
12.7.2.7 SCOR Support for Integrated Change Control................213
12.7.3 Outputs from Integrated Change Control (1.7.3) ............................213
12.8 Phase Closure (1.8) ......................................................................................213
12.8.1 Inputs for Phase Closure..................................................................213
12.8.2 Process Elements for Phase Closure ...............................................213
12.8.3 Outputs from Phase Closure............................................................217
Chapter 13
Implementing Collaborative Relationships......................................219
13.1 Organization Planning (2.1).........................................................................219
13.1.1 Inputs to Organization Planning (2.1.1) ..........................................219
13.1.2 Process Elements for Organization Planning (2.1.2) ......................220
13.1.2.1 Process De nition for Or ganization Planning .................220
13.1.2.2 Approaches and Techniques for Organization
Planning ............................................................................222
13.1.2.3 Project Management Shortcomings Addressed by
Organization Planning ......................................................223
13.1.2.4 SCM Maturity for Organization Planning .......................223
13.1.2.5 Terminology for Organization Planning...........................223
13.1.2.6 Stakeholders for Organization Planning...........................223
13.1.2.7 SCOR Support for Organization Planning.......................224
13.1.3 Outputs from Organization Planning (2.1.3)...................................224
13.2 Staff Acquisition (2.2)..................................................................................224
13.2.1 Inputs to Staff Acquisition (2.2.1) ...................................................224
13.2.2 Process Elements for Staff Acquisition (2.2.2) ...............................224
13.2.3 Outputs from Staff Acquisition (2.2.3)............................................224
13.3 Organizing for Activity System Implementation (2.3)................................226
13.3.1 Inputs to Organizing for Activity System
Implementation (2.3.1).....................................................................226
13.3.2 Process Elements for Organizing for Activity System
Implementation (2.3.2).....................................................................226


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