DEFINING SUPPLY CHAIN VALUE AEROSPACE SUMMIT 2015 Agustin Picado, Country Manager UPS Mexico September, 2015 Index ■ The state of aerospace industry ■ Expectations and trends ■ Defining Supply Chain Value ■ Conclusions ■ Q&A Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS. © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 2 ■The state of aerospace industry Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS. © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 3 Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS. © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 4 Mexico’s growing Aerospace industry 6th supplier of aeronautical parts to the USA, above Brazil, Italy, Israel and China Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS. © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 3PLs, like UPS, can work with companies to determine the best distribution strategy for their business and reduce the need for large-scale capital investments. 5 Supply Chain Complexity • The aerospace supply chain is evolving Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS. © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 6 Aerospace industry: Trends & Models • From 4 to 6 million parts in an aircraft Traditional A&D MRO Value Structure Materials Management Overhaul /Teardown Asset Management Work Execution More than 20,000 suppliers More than 3 billion parts procured per year Manufacturers Operators Remanufacturers Service Providers Source: IDC Manufacturing Insights, 2014 Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS. © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. Information management spend more than $36B of coordination waste per year Global airline will triple for 2032 7 ■Expectations and trends Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS. © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 8 Key Barriers to Expanding into Emerging Markets Internal compliance concerns on adhering all requirements Establishing initial operations Limited resources to pursue new markets (e.g. financial resources, human capital, infrastructure) Determining strategically which emerging markets to enter Keeping up with regulation changes Finding in-market partners to supply parts / materials or build or service our products "We aren´t in the business of transportation, we´re in the business of products, that´s what we want focus." A&D Company Generally navigating the regulatory environment Current economic conditions Cultural challenges Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS. © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 9 Top Drivers for Moving Manufacturing /Service Into Emerging Markets Improving service levels by bringing production and / or service closer to demand Responding to customer requirements to locate service facilities within operating countries Cost benefit of China or other low-cost manufacturing is no longer compelling Skills or technology limitations in existing locations Responding to government or regulatory body requirements to locate manufacturing within client country "The cost of having your own operation there in another country can exceed the profit, so you always have to be careful. It just depends on the country. We pulled out of China because of operating costs ." A&D Company Improving control over quality and intelectual property Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS. © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 10 ■Defining Supply Chain Value Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS. © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 11 Defining Supply Chain Value A leading Aerospace and Defense manufacturer’s team need real-time analytics on inventory levels and customer delivery performance. Significant customer penalties can be incurred if delivery is late. These are the most common KPI´s: • Reduce days in inventory A&D • OTD above 99% with: • Avoid use of premium services by executing by plan Lost time & resources • Reduce customer delivery penalties • Reduce inventory write-offs Manufacturers Excess inventory Added costs Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS. © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 12 lead Supply Chain Management (Latest trends) Emerging markets Manage complexity Speed Reliability Quality Consultancy Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS. © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 13 Supply Chain Optimization Network Optimization MFG Optimization DC Layout Optimization Supply Chain Optimization Inventory Optimization Transportation Optimization Fleet Optimization 14 Strategic Operational Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS. © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 14 Risk Mitigation & Compliance Compliance in: Transportation Warehousing Global trade Kitting/consolidating Monitoring Reporting Avoid: Penalties Unexpected expenses Stop operation Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS. © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 15 ■Conclusions Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS. © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 16 Future Outlook • Emerging markets are a promising opportunity • Companies need to ensure be agile and optimize their supply chains • Manage supply chains to build a level of risk mitigation and resilience • Enable rapid response and aligning resources with market demands • Need of essential guidance • Suppliers with geographic depth of coverage • Provide breadth of services across processes • Facilitate visibility and relationship management Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS. © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 17 ■Questions Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS. © 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 18 Thank you