1. Best Practice Adoption of SCOR
An APICS Supply Chain Council Executive Briefing
APICS Canadian and Northeast District Joint Meeting Ottawa, Canada September 18 and 19, 2015

2. Discussion Topics APICS Supply Chain Council What is SCOR?
Best Practice Corporate Adoption

3. Introduction
Peter Bolstorff, CSCP, SCOR-P Executive Director | APICS Supply Chain Council
Delegate from 3M and then Imation for SCOR 1.0 in 1996 Expertise in Manufacturing and Planning including Center of Excellence Leadership for Sales and Operations Planning Authored, Supply Chain Excellence: A Handbook for Dramatic Improvement Using the SCOR Model, 3rd Edition First Supply Chain Council non-staff Certified Instructor and now SCOR-P and CSCP From 2002 to 2014, Helped 30+ Companies Analyze $13.5B USD Deriving $200M USD in Operating Income Improvements Have volunteered with the SCC since the beginning Industry experience includes Chemical, Retail, Food and Grocery, Electronics, Durable Goods, Consumer Packaged Goods, and Aerospace and Defense

4. About the APICS Supply Chain Council
1:30 pm

5. Improved Economies Improve Lives
Purpose
APICS Develops People
People Improve Supply Chains
Supply Chains Improve Economies
Improved Economies Improve Lives
APICS SCC Develops Organizations
Organizations Improve Supply Chains
Script
APICS and the APICS Supply Chain Council offer a comprehensive corporate engagement experience that can be tailored to support the organizational goals of our corporate clients.
Through research, industry-leading frameworks, and benchmarking, as well as professional training and certification programs, APICS and the APICS Supply Chain Council enable supply chain organizations to develop and access supply chain talent and elevate supply chain performance.
APICS is unique as it offers the only single-source solution for individuals and organizations looking to advance supply chain knowledge and performance. 

6. New Value Proposition APICS Value Proposition APICS APICS SCC
Training, certification and networking
Research, benchmarking and frameworks
APICS
APICS SCC
APICS Value Proposition
Individuals
Corporate, Public Sector and Academic Institutions
Script
This graphic represents the new APICS value proposition post merger. APICS, the leading authority on the supply chain and operations management body of knowledge (and certification) plus the supply chain council, the standard reference model for supply chain across the globe
Now positions APICS as one largest nonprofits supporting individual AND organizational supply chain performance.
APICS delivers a total individual and corporate value proposition.
We help individuals achieve career development goals.
We help corporations achieve strategic supply chain goals.

7. APICS SCC
The legacy SCC integrated with the former APICS Foundation to form the new APICS SCC. The new organization continues the tradition of funding scholarships and student programs; still operates as a global, non-profit entity; and actively manages the Supply Chain Operations Reference (SCOR) model.
Programs and Services
Plossl Dissertation, Scholars Program, Student Case Competition
Research Projects, Corporate Advisory Board, Executive Summit
SCORmark™ Benchmark
Publications, Resource Library, and Case Studies
Other Value Chain Frameworks including M4SC, DCOR®, CCOR®, and PLCOR®
Training is now available through APICS
Script
For those who have a legacy of supply chain council involvement, we have maintained our nonprofit status. We are no longer a trade association but a public charity. It keeps our unbiased advantage and further our mission toward the greater good. Being generally a data person, I was able to get a peek at the 40,000 plus records that migrated from the legacy system into the APICS system – 5,000 organizations have utilized SCOR across the planet since 1996.
APICS SCC Services (accessed through a company subscription) include continued engagement in projects, a seat on the APICS Corporate Advisory Board which helps us prioritize our research agenda, and we are bringing back our executive summit slated for February We have greatly expanded our SCORmark benchmark capability to include practices maturity, complexity, and SCOR L1, 2, and 3 performance comparatives.
SCOR training is the biggest change – it is being managed and offered through the traditional APICS channels. This is one of many best practices that will help SCOR become more widely accessible.
Our full website is slated to be back on line in March – stay tuned.
In April, we are introducing the SCOR App; similar to the APICS Learn It dictionary App, this will be available to all APICS constituents.

8. 404 253 131 253 64 17 14 12 Affiliate Snapshot 2015 91 60 AFFILIATES
CORPORATE
AFFILIATES
ACADEMIC
AFFILIATES
PUBLIC SECTOR
AFFILIATES
TOP 10 COUNTRIES
AFFILIATES
131 RK
COUNTRY # 1
United States
146 2
Germany 32 3
China 31 4
Switzerland 16 5
South Africa 15 6
Netherlands 14 7
United Kingdom 13 8
Canada 10 9
France
Sweden
253 64 17 14 12

9. What is SCOR?
1:45 pm
Script
So for those of you who are not familiar with SCOR, the next 9 slides are for your benefit. For those who are familiar with SCOR, we hope that you will pick up some implementation hints to make your experience better.
What is SCOR? Process and Metrics
Why do companies use SCOR?
How do companies implement SCOR?
What are the benefits from implementing SCOR?

10. Other APICS SCC Frameworks
Customer processes
Supplier processes
Product & Portfolio Management PLCOR™
Supply Chain
SCOR®
Product & Process Design DCOR™
Sales & Support
CCOR™
Script
SCOR is one of four processes that have been introduced through the supply chain council. SCOR is the oldest and most mature followed by DCOR, CCOR, and newly introduced PLCOR. M4SC, which is not pictured here is a supply chain leadership framework that we hope to introduce on a larger scale in 2015.

11. About SCOR: A Process Framework
Combining four techniques into a single integrate approach

12. SCOR® Processes SCOR MODEL Plan Source Make Supplier Your Organization
Deliver
Plan
Deliver
Source
Make
Deliver
Source
Make
Deliver
Source
Return
Return
Return
Return
Return
Return
Return
Return
Enable
Enable
Enable
Suppliers’ Supplier
Customers’ Customer
Supplier
Your Organization
Customer
Internal or External
Script
From a trading partner scope and process point of view, SCOR is the integrated processes of plan, source, make, deliver, and return from suppliers’ supplier to customers’ customer. To get accustomed to thinking this way, imagine your organization in the center. Who are your customers? Who are your customer’s customers? Likewise, who are your suppliers? And, who are your supplier’s suppliers?
One of the projects the APICS SCC is embarking on in 2015 is a collaboration integration maturity model that depicts the desired and current level of collaboration on the supplier and/or customer ends of the supply chain.
Internal or External
SCOR MODEL

13. SCOR® Metrics Attribute SCOR 11.0 Metrics Reliability
RL.1.1 Perfect Order Fulfillment
Responsiveness
RS.1.1 Order Fulfillment Cycle Time
Agility
AG.1.1 Upside Supply Chain Flexibility
AG.1.2 Supply Chain Upside Adaptability
AG.1.3 Downside Supply Chain Adaptability
AG.1.4 Overall Value At Risk (VAR)
Cost
CO.1.1 Total Cost to Serve
Asset Management Efficiency
AM.1.1 Cash-to-Cash Cycle Time
AM.1.2 Return on Supply Chain Fixed Assets
Script
So let’s flip the quick reference guide around. The SCOR metric hierarchy another valuable feature of SCOR. There are over 250 metrics codified in the SCOR reference manual spanning from the level one metrics listed here to level two decomposition to level three diagnostic. Review the breakdown of the quick reference guide.
APICS is excited to introduce the SCOR App in April of this year – stay tuned to the website.

14. SCOR® Decomposition Level Description Examples Comments Current
scope of SCOR 1
Process Types (Scope)
Plan, Source, Make, Deliver, Return and Enable
Level-1 defines scope and content of a supply chain. At level-1 the basis-of-competition performance targets for a supply chain are set. 2
Process Categories (Configuration)
Make-to-Stock, Make-to-Order, Engineer-to-Order Defective Products, MRO Products, Excess Products
Level-2 defines the operations strategy. At level-2 the process capabilities for a supply chain are set. (Make-to-Stock, Make-to-Order) 3
Process Elements (Steps)
Schedule Deliveries
Receive Product
Verify Product
Transfer Product
Authorize Payment
Level-3 defines the configuration of individual processes. At level-3 the ability to execute is set. At level-3 the focus is on the right:
Processes
Inputs and Outputs
Practices
Technology capabilities
Skills of staff
Future scope 4
Activities (Implementation)
Industry-, company-, location-, and/or technology specific steps
Level-4 describes the activities performed within the supply chain. Companies implement industry-, company-, and/or location-specific processes and practices to achieve required performance.
Script
I would like all of you to take out your Quick Reference Guides. Turn to the side that focuses on the processes. As you can see from this table and from looking at the guide, there are three levels decomposition. So for those of you familiar with Sales and Operations Planning, let’s trace the levels. Plan is the level 1 process where S&OP is located. P1 Plan Supply Chain is the level 2 process designated to represent S&OP. P1.1 is the level 3 process most closely associated with the demand planning process. P1.2 is the level 3 process most closely associated with the supply planning process and so on. In the past, though the level four processes were needed to implement SCOR, they were not regarded as in scope to the model.
As part of the APICS SCC research plan, we have a project targeted on developing a standard set of level 4 processes for sales and operations planning. It has been a long standing request from our user community to add a standard set of SCOR level 4 processes.

15. SCOR Reference Sources
Complete SCOR Model Reference sourcebooks. Two volumes containing the complete SCOR reference framework
A quick reference guide providing a detailed summary of SCOR Processes, Metrics, Practices, and People on a single easy-to-use card
An easy to access and use application for mobile devices available through iTunes, App Store, and Android Store – Search: APICS SCOR

16. Best Practice SCOR Adoption

17. Top Motivations to Use SCOR®

18. Live Poll Question 1

20. Live Poll Question 2

22. What are your organization's main motivations in considering the use of SCOR?

23. SCOR Improvement Program Racetrack

24. SCOR Implementation Benefits
Average Operating Income improvement of 3% to sales (high 4.5% - low 1.5%)
Typical inventory turn improvements of 20%
Delivery reliability improvement of 25%
20% improvement in flexibility
30% faster system implementations with 30% more functionality
Continuous improvement portfolios refreshed at a value of 0.5%
Mitigation of costs associated with risk management
Script
Of the 150 projects noted in the previous slide, 90 projects from 30 companies demonstrated results from their SCOR Implementations over a two year period. Read through the benefits and include personal example if able.
Source: APICS Supply Chain Council 2002 to 2014

25. Key Deliverables Discussion
Project Organization Supply Chain Definition Project Charter SCORmark
3:30 pm
Script
Between the content setup, exercise, survey, the small group discussion and the large group feedback, we have 45 minutes.
Content setup – 5 minutes
Exercise – 5 minutes
1 minute for each survey response
1 minute for you to comment on each survey response
10 minutes for small group discussion – 5 minutes each question
15 minutes for large group feedback – 1 minute per group to share

26. SCOR Improvement Program Organization
Program stakeholders
Executive team
Channel
partners
Customers
Executive
sponsor
Operations
management
Technology
team
Program champion
Program team
Other
stakeholders
Financial
team
Team
leader
Other teams
Functional
managers
Improvement team
Supply chain
team
Detail Project
Subprojects

27. Supply Chain Definition Matrix: Example
Criteria: geographical region, country, products
Customers: GE GB
SEU
Mp3 Inc.
product groups
Germany
Belgium
Nether-lands
England and Ireland
France
Italy
Spain
Mp3 players
300*
125 95
265
110 75
Phones
200
planned
250
185 55
PCs 35 21
* Sales expressed in millions
Adapted from Supply Chain Excellence by Peter Bolstorff and Robert Rosenbaum ©2012 Peter Bolstorff and Robert Rosenbaum, AMACOM books, division American Management Association International, New York, NY, p. 47.

28. Improvement Program Charter Deliverable
Section
Subsection
Discussion
Introduction
Purpose, table of contents, control/maintenance
Improvement program charter overview
Program Definition
Scope
Which supply chains selected
Business objectives
Performance metrics
Improvement program objectives
Supply chain performance targets
Program organization
Definition of program team and shareholders
Program
Contents
Methodology
Five-phased SCOR racetrack
Schedule
Timeline, detailed activities, meetings
Roles
Program activity responsibles
Deliverables and milestones
Detailed deliverables and milestones
Risks and dependencies
Critical risks and avoidance strategies
Benefits
Measures of success, analysis

29. Measuring Supply Chain Excellence
Attributes
Metrics
Parity
Advantage
Superior
Target Level Performance
Your Organization
Gap to Target
Customer Facing Metrics
Reliability
Perfect Order Fulfillment (%)
77.5%
85.6%
93.7%
69.2%
16.4%
Responsiveness
Order Fulfillment Cycle Time (days)
9.1
6.5
3.9
7.1 –
Agility
Supply Chain Flexibility (days)
45.0
33.0
21.0
15.0
Supply Chain Adaptability (%)
35.5%
51.3%
72.0%
10.0%
41.3%
Internal Facing Metrics
Cost
Total Supply Chain Management Cost % Revenue
8.7%
5.6%
2.4%
8.1%
-5.7%
Asset Management Efficiency
Cash to Cash Cycle Time (days)
55.4
30.5
5.5
160.5
-105.1
Script
The Level 1 SCORmark broken down into five performance attributes (name them). The data consists of your actual performance based on a survey instrument, your benchmark result based on a statistical sample of similar supply chains, and a gap to your competitive requirement – an exercise we will complete next.

30. APICS Education
4:30 pm

31. APICS Development Model
Gartner Maturity Stage
Knowledge and Skills
Process-Practice-Performance-People
Orchestration
SCOR-P and M4SC Leadership Series
Supplier’s Supplier to Customer’s Customer Supply Chain Community
Collaboration
CSCP – Certified Supply Chain Professional
Supplier to Customer Single Instance
Anticipating
CPIM – Certified in Production and Inventory Management
Internal Process
Reacting
Principles of Operations Management
Single Process

32. APICS Principles Program
APICS Principles of Operations Management
Modular courseware system
Foundational knowledge spanning major operations management activities
5 customizable modules; each includes 9 sessions and two exams
Classroom-based, instructor-led learning approach
Suitable for certificate programs

33. APICS CPIM Designation
APICS Certified in Production and Inventory Management
Preferred by employers
100,000+ individuals certified
Self-study and group study programs
Online and classroom courses
5 study modules and exams
Content reviewed annually

34. APICS CSCP Designation
APICS Certified Supply Chain Professional
Preferred by employers
17,000+ individuals certified
Self-study and group study programs
Online and classroom courses
3 study modules; 1 exam
Content reviewed annually

35. SCOR-P Designation SCOR® Professional
Introduction to SCOR® model, problem solving, practical application and exercises
3-day workshop; 1 exam
Classroom-based, instructor-led learning approach
Suitable for certificate programs
Available both publicly and in-house

36. Managing for Supply Chain Leadership Series
Align Strategy
mAS.01 Business Plan Analysis
mAS.02 Supply Chain Segmentation
mAS.03 Supply Chain Prioritization
mAS.04 Competitive Landscape Analysis
mAS.05 Supply Chain Organizational Analysis
mAS.06 Supply Chain Strategy Analysis
mAS.07 Supply Chain Network Definition
mAS.08 Scorecard Definition
mAS.09 Supply Chain Data Collection
mAS.10 Supply Chain Benchmarking
mAS.11 Metrics Organizational Analysis
mAS.12 Supply Chain Gap Analysis

37. Visit APICS SCC online

38. Q&A
4:15 pm

39. Thank You!