Chapter 1 Introduction to Operations and Supply Chain Management 1-1 Lecture Outline • What Operations and Supply Chain Managers Do • Operations Function • Evolution of Operations and Supply Chain Management • Globalization and Competitiveness • Operations • Strategy and Organization of the Text • Learning Objectives for This Course Copyright 2011 John Wiley & Sons, Inc. 1-2 What Operations and Supply Chain Managers Do • What is Operations Management? • design, operation, and improvement of productive systems • What is Operations? • a function or system that transforms inputs into outputs of greater value • What is a Transformation Process? • a series of activities along a value chain extending from supplier to customer • activities that do not add value are superfluous and should be eliminated Copyright 2011 John Wiley & Sons, Inc. 1-3 Transformation Process • Physical: as in manufacturing operations • Locational: as in transportation or warehouse operations • Exchange: as in retail operations • Physiological: as in health care • Psychological: as in entertainment • Informational: as in communication Copyright 2011 John Wiley & Sons, Inc. 1-4 Operations as a Transformation Process INPUT •Material •Machines •Labor •Management •Capital TRANSFORMATION PROCESS OUTPUT •Goods •Services Feedback & Requirements Copyright 2011 John Wiley & Sons, Inc. 1-5 Operations Function • Operations • Marketing • Finance and Accounting • Human Resources • Outside Suppliers Copyright 2011 John Wiley & Sons, Inc. 1-6 How is Operations Relevant to my Major? • Accounting • “As an auditor you must understand the fundamentals of operations management.” • Information Technology • “IT is a tool, and there’s no better place to apply it than in operations.” • Management • “We use so many things you learn in an operations class—scheduling, lean production, theory of constraints, and tons of quality tools.” Copyright 2011 John Wiley & Sons, Inc. 1-7 How is Operations Relevant to my Major? • Economics • Marketing • Finance • “It’s all about processes. I live by flowcharts and Pareto analysis.” • “How can you do a good job marketing a product if you’re unsure of its quality or delivery status?” • “Most of our capital budgeting requests are from operations, and most of our cost savings, too.” Copyright 2011 John Wiley & Sons, Inc. 1-8 Evolution of Operations and Supply Chain Management • Craft production • process of handcrafting products or services for individual customers • Division of labor • dividing a job into a series of small tasks each performed by a different worker • Interchangeable parts • standardization of parts initially as replacement parts; enabled mass production Copyright 2011 John Wiley & Sons, Inc. 1-9 Evolution of Operations and Supply Chain Management • Scientific management • systematic analysis of work methods • Mass production • high-volume production of a standardized product for a mass market • Lean production • adaptation of mass production that prizes quality and flexibility Copyright 2011 John Wiley & Sons, Inc. 1-10 Historical Events in Operations Management Era Industrial Revolution Scientific Management Events/Concepts Dates Originator Steam engine Division of labor Interchangeable parts Principles of scientific management 1769 1776 1790 James Watt 1911 Frederick W. Taylor Time and motion studies 1911 Activity scheduling chart Moving assembly line 1912 1913 Copyright 2011 John Wiley & Sons, Inc. Adam Smith Eli Whitney Frank and Lillian Gilbreth Henry Gantt Henry Ford 1-11 Historical Events in Operations Management Era Human Relations Operations Research Events/Concepts Dates Originator Hawthorne studies 1930 1940s 1950s 1960s 1947 1951 Elton Mayo Abraham Maslow Frederick Herzberg Douglas McGregor George Dantzig Remington Rand 1950s Operations research groups 1960s, 1970s Joseph Orlicky, IBM and others Motivation theories Linear programming Digital computer Simulation, waiting line theory, decision theory, PERT/CPM MRP, EDI, EFT, CIM Copyright 2011 John Wiley & Sons, Inc. 1-12 Historical Events in Operations Management Era Events/Concepts JIT (just-in-time) TQM (total quality management) Strategy and Quality Revolution operations Dates Originator 1970s 1980s 1980s Reengineering 1990s Six Sigma 1990s Copyright 2011 John Wiley & Sons, Inc. Taiichi Ohno (Toyota) W. Edwards Deming, Joseph Juran Wickham Skinner, Robert Hayes Michael Hammer, James Champy GE, Motorola 1-13 Historical Events in Operations Management Era Events/Concepts Internet Revolution Internet, WWW, ERP, 1990s supply chain management Globalization Dates Originator E-commerce 2000s WTO, European Union, Global supply chains, Outsourcing, Service Science 1990s 2000s Copyright 2011 John Wiley & Sons, Inc. ARPANET, Tim Berners-Lee SAP, i2 Technologies, ORACLE, Dell Amazon, Yahoo, eBay, Google, and others China, India, emerging economies 1-14 Historical Events in Operations Management Era Events/Concepts Dates Originator Green Revolution Global warming, An Inconvenient Truth, Kyoto Today Copyright 2011 John Wiley & Sons, Inc. Numerous scientists, statesmen and governments 1-15 Evolution of Operations and Supply Chain Management • Supply chain management – management of the flow of information, products, and services across a network of customers, enterprises, and supply chain partners Copyright 2011 John Wiley & Sons, Inc. 1-16 Globalization • Why “go global”? – – – – – favorable cost access to international markets response to changes in demand reliable sources of supply latest trends and technologies • Increased globalization – results from the Internet and falling trade barriers Copyright 2011 John Wiley & Sons, Inc. 1-17 Hourly Compensation 1-18 GDP per Capita 1-19 Trade in Goods, % of GDP Copyright 2011 John Wiley & Sons, Inc. 1-20 Productivity and Competitiveness • Competitiveness • degree to which a nation can produce goods and services that meet the test of international markets • Productivity • ratio of output to input • Output • sales made, products produced, customers served, meals delivered, or calls answered • Input • labor hours, investment in equipment, material usage, or square footage Copyright 2011 John Wiley & Sons, Inc. 1-21 Measures of Productivity Copyright 2011 John Wiley & Sons, Inc. 1-22 Osborne Industries C6*C8 C7*C9 C5/C6 C5/C7 C5/C13 Copyright 2011 John Wiley & Sons, Inc. 1-23 Productivity Growth Copyright 2011 John Wiley & Sons, Inc. 1-24 Percent Change in Input and Output Copyright 2011 John Wiley & Sons, Inc. 1-25 Strategy and Operations • • • • • How the mission of a company is accomplished Provides direction for achieving a mission Unites the organization Provides consistency in decisions Keeps organization moving in the right direction Copyright 2011 John Wiley & Sons, Inc. 1-26 Strategy Formulation 1. Defining a primary task • What is the firm in the business of doing? 2. Assessing core competencies • What does the firm do better than anyone else? 3. Determining order winners and order qualifiers • What qualifies an item to be considered for purchase? • What wins the order? 4. Positioning the firm • How will the firm compete? 5. Deploying the strategy Copyright 2011 John Wiley & Sons, Inc. 1-27 Strategic Planning Mission and Vision Corporate Strategy Marketing Strategy Copyright 2011 John Wiley & Sons, Inc. Operations Strategy Financial Strategy 1-28 Order Winners and Order Qualifiers Source: Adapted from Nigel Slack, Stuart Chambers, Robert Johnston, and Alan Betts, Operations and Process Management, Prentice Hall, 2006, p. 47 Copyright 2011 John Wiley & Sons, Inc. 1-29 Positioning the Firm • • • • Cost Speed Quality Flexibility 1-30 Positioning the Firm: Cost • Waste elimination • relentlessly pursuing the removal of all waste • Examination of cost structure • looking at the entire cost structure for reduction potential • Lean production • providing low costs through disciplined operations Copyright 2011 John Wiley & Sons, Inc. 1-31 Positioning the Firm: Speed • Fast moves, Fast adaptations, Tight linkages • Internet • Customers expect immediate responses • Service organizations • always competed on speed (McDonald’s, LensCrafters, and Federal Express) • Manufacturers • time-based competition: build-to-order production and efficient supply chains • Fashion industry • two-week design-to-rack lead time of Spanish retailer, Zara Copyright 2011 John Wiley & Sons, Inc. 1-32 Positioning the Firm: Quality • Minimizing defect rates or conforming to design specifications • Ritz-Carlton - one customer at a time • Service system designed to “move heaven and earth” to satisfy customer • Employees empowered to satisfy a guest’s wish • Teams set objectives and devise quality action plans • Each hotel has a quality leader Copyright 2011 John Wiley & Sons, Inc. 1-33 Positioning the Firm: Flexibility • Ability to adjust to changes in product mix, production volume, or design • Mass customization: the mass production of customized parts • National Bicycle Industrial Company • offers 11,231,862 variations • delivers within two weeks at costs only 10% above standard models Copyright 2011 John Wiley & Sons, Inc. 1-34 Policy Deployment • Policy deployment • translates corporate strategy into measurable objectives • Hoshins • action plans generated from the policy deployment process Copyright 2011 John Wiley & Sons, Inc. 1-35 Policy Deployment Derivation of an Action Plan Using Policy Deployment Copyright 2011 John Wiley & Sons, Inc. 1-36 Balanced Scorecard • Balanced scorecard • measuring more than financial performance 1. finances 2. customers 3. processes 4. learning and growing • Key performance indicators • set of measures to help managers evaluate performance in critical areas Copyright 2011 John Wiley & Sons, Inc. 1-37 Balanced Scorecard Worksheet Copyright 2011 John Wiley & Sons, Inc. 1-38 Balanced Scorecard Radar Chart Copyright 2011 John Wiley & Sons, Inc. Dashboard 1-39 Operations Strategy Services Products Capacity Facilities Copyright 2011 John Wiley & Sons, Inc. Human Resources Sourcing Process and Technology Quality Operating Systems 1-40 Organization of This Text: Part I – Operations Management 1. Intro. to Operations and Supply Chain Management 2. Quality Management 3. Statistical Quality Control 4. Product Design 5. Service Design 6. Processes and Technology 7. Capacity and Facilities Design 8. Human Resources 9. Project Management Copyright 2011 John Wiley & Sons, Inc. 1-41 Organization of This Text: Part II – Supply Chain Management 10. Supply Chain Strategy and Design 11. Global Supply Chain Procurement and Distribution 12. Forecasting 13. Inventory Management 14. Sales and Operations Planning 15. Resource Planning 16. Lean Systems 17. Scheduling Copyright 2011 John Wiley & Sons, Inc. 1-42 Learning Objectives of this Course • Gain an appreciation of strategic importance of operations and supply chain management in a global business environment • Understand how operations relates to other business functions • Develop a working knowledge of concepts and methods related to designing and managing operations and supply chains • Develop a skill set for continuous improvement Copyright 2011 John Wiley & Sons, Inc. 1-43 Copyright 2011 John Wiley & Sons, Inc. All rights reserved. Reproduction or translation of this work beyond that permitted in section 117 of the 1976 United States Copyright Act without express permission of the copyright owner is unlawful. Request for further information should be addressed to the Permission Department, John Wiley & Sons, Inc. The purchaser may make back-up copies for his/her own use only and not for distribution or resale. The Publisher assumes no responsibility for errors, omissions, or damages caused by the use of these programs or from the use of the information herein. Copyright 2011 John Wiley & Sons, Inc. 1-44