L6M3 Strategic Supply Chain Management Flashcards

Strategic Supply Chain Management and Corporate Strategy

  • Definition of Strategy: Strategy is defined as a broad, agreed-upon plan that establishes an organisation’s long-term goals, aims, and direction to achieve operational objectives.

  • General Characteristics:

    • Strategy provides the overall direction of the organisation.

    • It is broad in nature rather than detailed.

    • Every organisation follows a strategy, regardless of whether it is formally written or unwritten.

    • Example: Small dental practices often operate on an unwritten strategy where owners understand the scope of their operation and act accordingly without a formal document.

  • Strategy vs. Tactics:

    • Strategy: A long-term, broad plan that sets the organisational direction and focuses on high-level goals and objectives.

    • Tactics: Specific day-to-day actions required to implement the strategy. Tactics focus on execution and deliver the strategy through operational activities.

  • Four Core Principles of Strategy (Hult, 2007):

    1. Speed: Measured by the time taken to deliver goods or services.

    2. Quality: Refers to the standard of the goods or services provided.

    3. Cost: Includes the cost of the goods themselves and the cost associated with processing them.

    4. Flexibility: The ability of the organisation to adapt to changing circumstances.

  • Supply Chain Approaches to Changing Markets (Christopher and Holweg, 2011):

    • Supply chains require a clear purpose to respond to turbulent business environments.

    • Key Requirements:

      • Supply chain flexibility: Adapting quickly to shifts.

      • Demand management awareness: Understanding and responding to customer needs.

      • Robust sourcing strategies: Utilizing reliable and effective sourcing methods to maximise value.

Company Structures and Geographical Scope

  • Multi-national Corporation (MNC): Operates across many countries through a structured global operation, often featuring a tiered international structure (e.g., Google, Ford Motors).

  • Transnational Corporation (TNC): Operates from one country into others, crossing national borders but with less global integration than a typical MNC.

  • National Company: Operates strictly within a single country or specific geographical territory.

  • Organisation Differentiation:

    • Horizontal Differentiation: The organisation separates business functions (Marketing, Production, etc.), where each function serves multiple geographical regions centrally.

      • Advantages: Functional specialisation, standardisation across the org, and efficient use of specialist expertise.

      • Example: A central Marketing Department serving North America, Europe, and Asia.

    • Vertical Differentiation: Business functions are duplicated within each geographical area or region to be closer to customers.

      • Advantages: Better local coordination, greater regional specialisation, and improved customisation to local needs.

      • Disadvantages: Increased costs due to duplication, duplication of effort, and units becoming less responsive to corporate direction.

  • Matrix Organisation: A structure where employees report to both functional managers (Marketing, Finance, etc.) and project managers.

    • Project Organization Criteria: Can be organized around products, regions, customers, or specific activities.

    • Advantages: Assignment of best resources to projects, dual oversight, greater flexibility, and equal importance granted to products/functions.

    • Disadvantages: Shared authority makes responsibilities unclear, potential confusion from multiple owners, difficulty in identifying poor performance accountability, and lack of a single manager with total operational responsibility.

Strategic Levels within an Organisation

  • Corporate Level: The highest level providing overall direction.

    • Responsibilities: Setting vision and long-term objectives, determining corporate strategy, overseeing all business units, and managing units across different industries/countries.

  • Business Level: A division of the corporation with its own function, brand, or product focus.

    • Responsibilities: Implementing corporate strategy, developing strategies for specific markets/products, and reporting to the corporate level.

    • Example: A large food company owning several distinct food businesses in different countries.

  • Functional Level: Departments/business units responsible for specific functions (Finance, Production, Logistics, HR).

    • Responsibilities: Developing departmental strategies that support business/corporate objectives and focusing on operational excellence.

  • Alignment Requirement: For an organisation to achieve objectives, all three levels (Corporate, Business, and Functional) must be aligned.

  • Exceptions to the Three-Level Structure:

    • Joint Ventures (JVs): Legally established organisations formed by two or more companies for a specific project (e.g., construction, R&D, capital investment). They allow for the combination of resources and expertise.

    • Corporate Representation: Some functional heads (e.g., Director of HR) may sit on the corporate board, giving that function direct representation at the highest level.

Strategic Goals: Growth, Diversification, and Stability

  • Goal vs. Strategy vs. Tactics (Family Trip Analogy):

    • Goal: Visit the beach (Desired end result).

    • Strategy: Travel by car (Overall plan).

    • Tactics: Follow directions or use a map (Operational actions).

  • Growth Strategy: Aims to increase market share, revenue, and profitability by expanding operations, product portfolios, or geographical markets.

    • Analysis Models: BCG Matrix, McKinsey Matrix, Shell Directional Policy Matrix, Arthur Little Strategic Condition Matrix, Abell and Hammond Investment Opportunity Matrix.

  • Boston Consulting Group (BCG) Matrix:

    1. Stars: High market share, high market growth. Priority for investment.

    2. Cash Cows: High market share, low market growth. Generate consistent profits and funds to support other units.

    3. Problem Children: Low market share, high market growth. Highly competitive; require strategy review.

    4. Dogs: Low market share, low market growth. Low value; should be reduced or eliminated.

    • Limitations: Simplistic; doesn't account for all factors; high market share doesn't always guarantee profit (e.g., Netflix, X).

  • McKinsey Matrix: Developed by McKinsey & Company and GE. Evaluates Industry Attractiveness vs. Company's Competitive Position.

    • Advantages: More comprehensive/nuanced than BCG; focuses on competitiveness rather than just market share (e.g., Apple has small market share in PCs but a strong competitive/profitable position).

  • Diversification Strategy: Expanding into different products or services to reduce market dependence.

    • Reasons: Economies of scale (EOS), knowledge transfer, blocking competitors, vertical integration.

    • Supply Chain Support:

      • Agile: Focuses on flexibility and rapid adaptation (Software/Fast-changing sectors).

      • Lean: Focuses on waste elimination and cost reduction (High efficiency but can be rigid).

    • Levels of Diversification (Rumelt, 1982): Low (single main business), Moderate (70%70\% from one business), High to Very High (unrelated industries).

    • Case Study (Yamaha): Highly diversified (vehicles, musical instruments, white goods) linked by the corporate philosophy of Kando (satisfaction from quality/value).

  • Stability Strategy: Aimed at maintaining a stable position rather than aggressive growth.

    • Example (Boeing): Maintains stable market position and regular dividends while avoiding monopoly concerns.

Competitive Strategies and Porter's Generic Models

  • Michael Porter's Generic Competitive Strategies (1985):

    1. Cost Leadership: Aiming to be the lowest-cost producer through efficiency, EOS, and effective procurement. Note: Relates to production cost, not necessarily the lowest selling price.

    2. Differentiation: Offering unique/superior products to charge premium prices (e.g., high R&D investment).

    3. Cost Focus: Competitive low pricing within a specific niche market.

    4. Differentiation Focus: Unique products for a specific market segment (e.g., Apple’s quality/retail experience).

  • SWOT Analysis:

    • Strengths/Weaknesses: Internal factors.

    • Opportunities/Threats: External factors.

Supply Chain Management's Impact on Performance and Profitability

  • Core Performance Impacts:

    1. Improved Material Flow: Faster movement, improved efficiency, shorter design-to-market times.

    2. Improved Information Flow: Better coordination/responsiveness through CRM and SRM systems.

    3. Responsiveness: Quick adjustments to demand and reduction of wasted effort.

  • Performance Management System (PMS): Focuses on people's behaviour, organisational levels, overall capability, and measurement processes. Implementation can take several years.

  • Profitability Calculations:

    • Profit=Selling priceTotal costsProfit = \text{Selling price} - \text{Total costs}

    • Opportunity Cost: The profit lost by choosing one activity over a more profitable alternative.

  • Five Sources of Profit:

    1. Mark-up on Profit: Percentage added to production costs (Profit=Mark-up×CostProfit = \text{Mark-up} \times \text{Cost}).

    2. Reduction in Production Costs: Renegotiating prices, sourcing alternatives, using generic materials, bulk purchasing, or offshoring. Note: This usually has a greater impact than reducing fulfilment costs.

    3. Reduction in Fulfilment Costs: Logistics, shipping, packaging, and invoicing.

    4. Inventory Management: Reduces capital tied up and storage costs. Includes quantity and variety.

      • Case Study (IKEA): Standardising fittings (screw sizes) to lower variety and gain EOS.

    5. Supplier Cash Control: Managing payment timing to improve cash flow and interest income, though it risks damaging supplier health.

  • Working Capital Calculation:

    • Workingcapital=CurrentAssetsCurrentLiabilitiesWorking\,capital = Current\,Assets - Current\,Liabilities

    • Healthy ratio: 1.21.2 to 2.02.0.

Supply Chain Risk Management

  • Risk vs. Uncertainty (Knight, 1964):

    • Risk: Measurable likelihood (e.g., tomorrow's weather).

    • Uncertainty: Non-measurable (e.g., weather next year).

  • Risk Register: Records hazards, assets at risk, likelihood (151\text{--}5), and severity (151\text{--}5).

    • RiskScore=Likelihood×SeverityRisk\,Score = Likelihood \times Severity

  • Risk Categories (Manuj & Mentzer, 2008): Supply, Demand, Operational, Security.

  • Four Risk Management Strategies:

    1. Tolerate: Accept due to low probability/impact or high reward.

    2. Treat: Reduce likelihood/impact (e.g., staffing, controls).

    3. Transfer: Move risk to others (e.g., insurance, outsourcing).

    4. Terminate: Stop the activity entirely.

  • Operational Resilience Strategies:

    1. Redundancy: Backup capacity (multiple sources, buffer stock).

    2. Fail-safe systems: Controls to prevent human error (matrix structures, approvals).

    3. Maintenance: Preventive maintenance of physical and business processes.

Strategic Sourcing: Offshoring, Outsourcing, and Inshoring

  • Outsourcing Decision Matrix:

    • High Strategic / High Operational: Keep in-house.

    • High Strategic / Low Operational: Build long-term partnerships.

    • Low Strategic / High Operational: Outsource.

    • Low Strategic / Low Operational: Reduce dependency/remove.

  • Offshoring: Relocating to another country. Reasons: lower labour/overhead, tax benefits, avoiding tariffs (e.g., Dell moving to Ireland to avoid finished-good tariffs). Challenges: longer lead times, hidden transport costs.

  • Nearshoring: Moving work to a nearby country (e.g., US moving production from China to Mexico).

  • Inshoring/Onshoring: Bringing operations back to the home country. Benefits: shorter lead times, lower transport costs, certainty of supply.

  • Insourcing: Bringing a previously outsourced activity back in-house to regain control or protect IP.

STEEPLED Analysis of Business Environment

  • S - Social: Lifestyle, beliefs, labour laws, income levels. Includes avoiding modern slavery.

  • T - Technological: E-procurement, IoT, Blockchain (smart contracts), AI (demand forecasting).

  • E - Economic: Interest rates, inflation, exchange rates. Weak currency makes exports cheaper/imports dearer.

  • E - Environmental: Pollution, carbon reporting, climate change (rising sea levels). Direct, indirect, and cumulative impacts.

  • P - Political: Systemic shifts, procedural (corruption/red tape), distributive (treatment of FDI).

  • L - Legal: Tax laws, competition law, rule of law (independent legal systems).

  • E - Ethical: Bribery, corruption, fair labour. Laws like the UK Bribery Act 2010 apply even to actions overseas.

  • D - Demographic: Age, life expectancy, population size. Targets specific spending power (e.g., Sony targeting 18–30-year-olds).

Change Management in Markets

  • Incremental Change: Small, gradual evolution. Quinn's Logical Incrementalism suggests small changes, reviews, and learning.

  • Disruptive Change: Large, rapid revolution (e.g., streaming replacing DVDs). Makes old models obsolete (e.g., IBM failing to adapt quickly to PCs).

  • Market Types:

    1. Structural: Changes in market rules (e.g., move to electronic stock trading).

    2. Expansion/Contraction: Driven by technology/demand (e.g., transistors expanding electronics).

    3. Actor-Centric: Changes in competition/mergers without changing the rules.

  • Globalisation: Integration through trade/culture. Benefits from EOS and global collaboration; suffers from complexity and environmental impact.

ESG (Environmental, Social, Governance)

  • Environmental: Carbon emissions, renewable resources.

  • Social: Health & safety, modern slavery, equality, working conditions.

  • Governance: Anti-bribery, data protection, internal controls.

  • Standard Certifications: ISO 9001 (Quality), ISO 14001 (Environment), ISO 37001 (Anti-bribery).

  • Case Studies:

    • H&M/Zara: Supplier audits, publishing supplier lists, and responsible exit policies.

    • Adidas: Use of recycled ocean plastic via Parley for the Oceans.

Strategic Relationship Management (SRM and CRM)

  • Strategic Alignment: Ensuring all levels work in one direction. Strategic Alignment Model (SAM) by Venkatraman et al. (1993) measures functional integration and strategic fit.

  • Mendelow Matrix (Stakeholder Mapping):

    • High Power / High Interest: Manage closely.

    • High Power / Low Interest: Keep satisfied.

    • Low Power / High Interest: Keep informed.

    • Low Power / Low Interest: Monitor.

  • Relationship Implementation Steps:

    1. Consolidation: Protecting existing value.

    2. Value Generation: Finding new ways to improve (KPIs).

    3. Value Transformation: Operating as one integrated network.

  • Collusion: Illegal cooperation (e.g., price fixing). OPEC is an example of explicit collaboration; the EU Capacitor Case resulted in a 254254 million Euro fine for price fixing.