Transforming the Healthcare Supply Chain – Lessons from Starbucks and Dell Eric O’Daffer September 15, 2011 This presentation, including any supporting materials, is owned by Gartner, Inc. and/or its affiliates and is for the sole use of the intended Gartner audience or other authorized recipients. This presentation may contain information that is confidential, proprietary or otherwise legally protected, and it may not be further copied, distributed or publicly displayed without the express written permission of Gartner, Inc. or its affiliates. © 2011 Gartner, Inc. and/or its affiliates. All rights reserved. Learning Objectives • Highlight two well known brands and their supply chain transformation. Relate these transformations to healthcare providers. • Identify the stages of transformation in supply chain and the challenges inherent to healthcare providers in this evolution. • Discuss the intersection of patient outcomes, cost and reimbursement and the challenges the healthcare value chain faces in incorporating these critical data points. 1 Healthcare Value Chain Capabilities Model Value Chain Goal: High Quality Patient Care at Optimal Economic Cost Patient Focus Outcome Focused Comparative Effectiveness Collaboration Shared Vision and Goals Sustainable Collaborative Relationships Network Visibility Dynamic Supply Change Management Demand Segmented Supply Chains Vision Inventory Compliance Value Added Services Joint Value Creation Leadership Guiding Metrics Innovation Culture Foundational Capabilities Operations & Innovation Excellence Business Process Optimization Enabling Technologies Governance Value Chain Transformation Journey Responsive to demand Growth and profitability Cost to deliver Cost to serve • Profitable perfect orders. growth supply chain IT procurement engineering supply Internally Focused Business Externally Focused • Perfect orders. • Profitability (SKU/shelf/account/segment/launch). Demand Driven Value Driven Build and extend core Joint value, demand management outcome-focused processes. performance management. 3 4 Cost Focused 2 1 Business Unit Focused Integrate and consolidate business process infrastructure. Cost Focused •Acquire, merge, partner. •Legacy growth. •Business units and functions. Revenue Focused Starbucks Today Explosive Growth Leading Up to 2008 The Recession Happened and Everything Changed in 2008 U.S. Sales Supply Costs Supply Chain Performance Four Key Issues for Starbucks • Supply chain strategy - Operational plan - Organizational structure - Leadership principles - Strategic framework • Calibration of organizational benefits • Supply chain metrics • Talent enhancement/acquisition investments Starbucks' Supply Chain Purpose (Objectives) Starbucks Modified Its Organizational Structure Plan – Make – Source – Deliver Modified Leadership Principles • Highlight problems. • Encourage transparency. • Sleep well. Calibration of the Benefit Opportunities Three percent year-over-year improvement in cost of goods sold creates over $500 million in cumulative value. Supply Chain Metrics Strategic Framework Key Lessons Learned: Starbucks' Improvement to Great • Explosive growth hid a multitude of supply chain ills. • Individual departmental goals and metrics caused conflicting activities, and mitigated improvements. • Traditional definitions of plan, source, make and deliver lead to parity. Moving to an integrated view transforms to industry-leading performance. • Establishing a strategy framework drives enterprise alignment and progress. • Investments in talent return significant results. Dell – Overview and Challenge • $61B Company in 166 Countries. 5.4 million customer interactions every day. • Dell revolutionized supply chain management with its direct model, configure-to-order (CTO) manufacturing, just-in-time inventory model and impressive cash-to-cash conversion cycle. • The company has been a staple in the top five of the AMR Supply Chain Top 25 every year since it started in 2004. 15 Dell – Supply Chain Challenge The Challenge: Demand for commoditized products, changes in customer channel preferences emerging market growth, component cost declines, a more capable supply base and globalization have challenged the singular supply chain. • Long-term demand sensing to continually refine its portfolio - Leverage Dell's direct model provided extensive customer insights, with over two billion online customer visits per year. - Determine how to predict where the market was headed, define a three-year outlook of customer needs and support multiple global customer groups. • Supply chain design for a new environment - Address changing business strategy, product commoditization and proliferation, emerging markets, global supply networks and multichannel sales and fulfillment. • Complexity reduction - Develop an end-to-end, "low-cost" supply chain focused on efficiency - Maintain responsive heritage provided by its CTO capability 16 2007 Configure to Order Direct Model Dell Supply Chain Transformation 2008 2009 Optimized by Product & Region 2010 2011+ •Configurability with a cost advantage •Exclusively Dell owned & operated •One Size Fits All •Fixed Cost Structure Global Organization Structure Variabilize Cost Structure • Expand partner network • Leverage partner capabilities Global IT Infrastructure Optimization • Global, standard IT infrastructure Customer Value - Segmented Supply Chain • Establish the ability to segment offerings to customer • Deliver value, choices & services – Cost to Serve • Optimize complexity Optimized by Process & Customer This presentation, including any supporting materials, is owned by Gartner, Inc. and/or its affiliates and is for the sole use of the intended Gartner audience or other authorized recipients. This presentation may contain information that is confidential, proprietary or otherwise legally protected, and it may not be further copied, distributed or publicly displayed without the express written permission of Gartner, Inc. or its affiliates. © 2011 Gartner, Inc. and/or its affiliates. All rights reserved. Dell Customer Segmentation Configured by Dell Customer Configurable Low High Customization Limited Based on Customer Value Forecast Accuracy High Low Volume by Configuration High Low Low High Product Variety Cost of Lost Sale Dell’s ―End to End‖ Value Chain Transformation I want a product, service Product Design Preconfigur ed by Dell When can I get it? I buy from Dell Global Demand Planning Online World Class Purchasing & Supply Management Sales Agent World class partner relationships Retail My order is “in production” My order is “in transit” I got it & use it Build to Stock Multiple transportation modes Build to Plan Partner network Build to Order Customization & Personalization Distributor or VAR Configure to Order Supply Chain Service Options Cost to Serve Financials Data and Tools Warranty Customer Care Customer Configured Customer commitments I get support Technical Support Dell Supply Chain Segmentation Customer Requirement Product Pre-configured by Dell Product Group A Delivery Speed Need it Now Planned Delivery Customer Configured Product Group B Services Flexible Customization, Software & Peripherals, Delivery Services Results • Stronger connection to customers • Complexity reduction • Improved internal collaboration. • Cost reduction -- $1.5B • Improved forecast accuracy – Increased forecast accuracy 3-fold 21 Healthcare Learnings from Starbucks and Dell • Leaders in Supply Chain can still deliver great improvements – it is a journey • Changing markets provide opportunities for Supply Chain • Leadership and visibility across an organization are critical to success • Segmenting customers is critical to manage cost v service trade-offs • Demand sensing is an important part of the equation 22 Supply Chain versus Value Chain Thinking The Supply Chain: • Traditional view: Manufacturer "pushes product" toward the customer. • Definition: Inside-out planning, sourcing, making and delivery of products to customers. The Value Chain: • Present view: Collaborative relationships between trading partners seeking value for the end customer. • Definition: Translation of outside-in demand from the customer into profitable, perfect orders for trading partners. The Path to Enlightenment: • How can we get better visibility? • Do we have the right metrics in place? • We need truly collaborative relationships! • Do we really understand cost-to-serve? • One size does not fit all! • Do we have the right talent? Value Chain Transformation Journey at Healthcare Providers Responsive to demand Efficacy/Profitability Cost to deliver Cost to serve • Perfect orders. Internally Focused Externally Focused • Perfect orders. • Profitability by Category/Procedure Demand Driven Value Driven Build and extend core Joint value, demand management Patient outcome-focused processes. performance management. 3 4 2 1Individual Hospital Total Cost Focused Integrate Focused business process •Acquire, merge, partner. infrastructure. •Contract cost driven Value Analysis Culture •Siloed capability Talent Development •Project centric Cost Focused Revenue Focused Managing the Transformation — What we see in Quadrant 2 Patient Outcome/ Value Focused Externally Focused Customer Focused What does our IDN need to do to move to the next stage of maturity? Internally Focused PLM System Aligned SC Strategic Span of sourcing and SC Control procurement compliance metrics VA ERP consolidation Disconnected, expert-led Centers of Shared projects focused on excellence service centers large cost buckets. Supply Availability Cost Focused IT architecture Revenue Focused Managing the Transformation — What we see in Quadrant 3 Patient Outcome-Value Focused Externally Focused Customer Focused Balanced Collaboration with Management trading partners system for excellence continuous improvement SegmentOutside-in ation focused Profitable trade-offs Cost to Internally Focused deliver Cost Focused Revenue Focused Transformation Requires Aligning Organizational and Individual Change Vision Skills Incentive Resources Action Plan Change Skills Incentive Resources Action Plan Confusion Incentive Resources Action Plan Anxiety Resources Action Plan Gradual Change Action Plan Frustration Vision Vision Skills Vision Skills Incentive Vision Skills Incentive Source: ROi / AMR Analysis Resources False Starts AMR Research Hierarchy of Supply Chain Metrics What it tells you Demand Predictable returns to shareholders Forecast Strategic Benefit Perfect SCM Order Cost Cash to Cash Working Capital Accounts Inventory Payable Operational Supplier Supplier Quality On Time Cash Efficiency Accounts Receivable Raw Material Direct Purchasing Costs Material Inventory Execution Cost Detail Production Schedule Variable Plant Utilization WIP & FG Inventory Stability of processes driving value Costs Order Perfect Cycle Order Detail Time The Hierarchy of Healthcare Supply Chain Metrics V 1.0 Demand Forecast Supply Availability Comprehensive SC Cost Assess Cash-to-Cash Supplier Perfect Order AP Inventory Total Supplier Concentration Contract Compliance AR Contract Adherence Cycle Time Diagnose Spend Under Contract Correct Purchase Order Cycle Time Charge Capture Documented Cost Savings Span of Control SC Cost Components Healthcare Value Chain Capabilities Model Value Chain Goal: High Quality Patient Care at Optimal Economic Cost Patient Focus Outcome Focused Comparative Effectiveness Collaboration Shared Vision and Goals Sustainable Collaborative Relationships Network Visibility Dynamic Supply Change Management Demand Segmented Supply Chains Vision Inventory Compliance Value Added Services Joint Value Creation Leadership Guiding Metrics Innovation Culture Foundational Capabilities Operations & Innovation Excellence Business Process Optimization Enabling Technologies Governance