SCM 6301 Production and Operations Management Spring 2014 Carl Scott, Ph.D. Office: 275 H Melcher Hall Office Hours: Wednesday 5:00 PM or by appointment E-mail: cscott@uh.edu Phone: 713-743-4753 Purpose: Production and Operations Management (OM) is the study of how organizations employ their resources to produce goods and services to satisfy customer demands. SCM brings together the areas of Marketing, Engineering, Accounting, Finance, MIS, Statistics, and General Management to solve problems so that the supply chain operates more effectively. Much of our work in this class will be focused on ways organizations use SCM principles to reduce cost, improve operational efficiency and achieve high levels of customer satisfaction across the supply chain. The course will cover topics in the areas of process analysis, materials management, production scheduling, quality improvement, and product design. Of particular interest is the application of these topics to the knowledge workers that executives manage. Grading: The following distribution is for determining the grades: 3 non-cumulative Exams 50% Group case analyses (2 @ 20%) 40% Peer Evaluation 5% Individual class participation 5% Total = 100% 1/9 Percentage Grade Ranges A 100 - 93% A- 92 - 90% B+ 89 - 87% B 86 - 84% B- 83 - 80% C 79 - 70% Exams: . The three exams are typically multiple choice, fill in the blank, and true false and short essay. The questions will come from the lectures, case studies, and assigned readings. Case Analysis/Case study competition: Case studies are a vital part of this course. Each team of students is assigned 2 case studies for which you will prepare both a written analysis and a presentation. Each team also has a “Shadow” case study for which you will be prepared to ‘debate’ with the primary teams assigned to the case. Your team’s grade for the case analysis comes from the ability of your presentation to set the stage for the case discussion, the strength of your team’s case write-up as well as your ability to debate and defend your recommendations against those of your classmates. For the “Shadow” team your grade comes from your ability to discuss the strengths and weaknesses of the primary team’s case analysis. Your role will be to understand the case details, challenge the primary team’s analysis and to present alternatives. The case assignments (Primary and Shadow) are as follows: Case Name Southwest Airlines 2002 Quinte MRI Thomas Medical Outsourcing Toyota Motor Manufacturing Greaves Brewery Steinway Sport Obermeyer ID Number Tuck 6-0031 Ivey 9B02D024 HBS IMD HBS 9-693-019 Ivey 9B04D017 Tuck 6-0023 HBS 9-695-022 Primary Shadow Teams Team A&B E C&D G E& F B G& A D B&C F D&E A F&G C 2/9 The primary teams submit electronically a case analysis of the case during the indicated week. Each analysis should tie in as many aspects of class and other cases as possible. The key to successful written case analyses is integration with the other cases and the materials of the course. The case grade comes from the success of the integration and on the presentation of the analysis. Spelling and grammar count! Students post their case studies to www.turnitin.com (link located in BB) by 1700 one day prior to the class meeting. If a case is submitted late, subtract one letter grade for each day after the due date. TurnItin getting started for students, instructions are available at http://www.class.uh.edu/classidt/Tutorials_Help/students/turnitin_student_quickstart.pdf Peer Evaluation: At the end of the course, each student provides a peer evaluation on the other members of the team. Each student is assigns 100 to the other members of the team. A caveat though is, that there must be a reasonable deviation in the ratings. Equal or near equal ratings will result in a penalty for the evaluator. Class Participation: To foster a productive learning environment, it is important that everyone come to class prepared and willing to contribute to discussion. Ideally, you will make concise, insightful, and eloquent comments in very class. Do not be afraid to make points that you may regard as minor, ask clarifying questions, or otherwise contribute in small ways. To get full credit for class participation students must participate in all case discussions (including “The Goal”) Instructor Availability I am available online from 7 a.m.-10 a.m. and 7 p.m.-9 p.m. Central Standard Time on most days, but I attempt to reserve Sunday for my family. On Saturdays, I tend to be online in the morning only. If these times are not convenient for you, please let me know. I will be happy to accommodate your schedule, if possible. I provide you with these times to make it easier to communicate with me, and not to limit our contact. I want you to know that, should you need to contact me outside these periods, you should not hesitate to do so. The best way to arrange this is by sending an email to cscott@uh.edu. If the UH system is down, use my personal email at c_scott_phd@hotmail.com. For emergencies, when you are not able to gain access to messages on BlackBoard please send a message to my personal email address. In the event a third party needs to contact me, please direct them to my contact information. No third party should use your login credentials to gain access to the classroom. How to Write a Case Analysis: When creating your analysis of the cases, it is important to remember that each of the cases has a theme. It is this theme that should drive your analysis and provide a platform for the integration. While there is no ideal outline for the case study analysis, a few suggestions can be made. Each write up is typically between 15 to 18 pages typed, double-spaced with reasonable margins and fonts and page numbers. You may include figures to support discussion points. Often these analyses 3/9 contain information gleaned from outside sources (e.g. the Internet), which is included in Section 5. Title Page Case Titles, Team members, Team name, Due Date, Primary Author, and Revision Number if needed Executive Summary A one or two paragraph summary of your recommended course of action for the company. Include important supporting analyses and/or justifications. Introduction Discussion of: Company (case) Background; include information about industry, key competitors, financial performance as appropriate. Don’t simply recite the information in the case study. Problem Definition Identify the key issues that need to be addressed. Think critically and delve into the root causes that are causing these problems. Analysis (the bulk of the write up) Integration: Find four to eight points of interest in the case around which the integration will focus. Examine the operational issues and be sure to tell me in reasonable detail how the integration relates. Don’t simply say "This is similar to the experiences of Proctor & Gamble." Tell us how this is similar to the experiences of Proctor & Gamble. The better your integration, the better your grade. Recommendation Summarize the case situation and make a recommendation. Support your recommendation with data from the case, additional research, and any analyses you have conducted. Summary List the key "take aways" you gleaned from the case. These are the key points that you would want your listener to remember from the case. Be as specific as possible. Help the reader understand where the take aways came from. References Supporting materials. You may have found supporting materials from outside sources such as OM journals. When you include these, be sure to include their source (or citation.) If found on the Internet, provide the URL. The following rubric is intended to provide a qualitative guideline regarding how your analysis will be evaluated: Section Weight C grade B grade A grade 4/9 Introduction 5% Problem definition 10% Integration 20% Analysis 20% Summary and Take Aways 10% References 10% Presentation 25% Presents only information that is in the case writeup. Simply restates or lists issues raised in case. Identifies symptoms instead of problems. Limited application of course topics in analysis or recommendations. Analysis is general in nature and does not incorporate any quantitative methods. Recommendations are vague, general in nature, and lack analytical support. Performed independent research on company to provide additional information. Goes beyond issues raised in case to identify root causes. Thoroughly reviewed company/competitor situation at time of case. Identifies root causes of problems and the data needed to analyze them. Some inclusion of course Analysis/recommendations topics or methods in based on course topics or analysis/recommendations. methods as appropriate. Analysis includes quantitative methods, but ignores economic considerations. Analysis uses analytical tools well and reflects appropriate economic considerations. Recommendations are clear and have some analytical support. Recommendations flow logically from analysis and have strong supporting data. References come from other cases and text References come from other cases , text and internet sites Excessive use of slides/too much text on slides. Speaker transitions at times awkward; not clear who should answer questions. Reasonable number of slides; uses text and graphics appropriately. Smooth transition between speakers and answering questions. References come from other cases , text, intent sites and at least 4 peer reviewed journals Integrates multiple media to illustrate key points; makes an impact. Limited number of speakers, but team is cohesive when answering questions. Resources: The textbook for this course is “Operations and Supply Management,” Jacobs & Chase, 13th ed. (2011) ISBN 978-0073525228 Also discussed in class is “The Goal: A Process of Ongoing Improvement,” Goldratt & Cox, 3rd edition (2004) ISBN 978-0884271789. We will use case studies from Harvard, Ivey and other business schools (see below) 5/9 Harvard Business Case link : https://cb.hbsp.harvard.edu/cbmp/access/20591834. The above link will get you to the HBR Case site and the following cases are loaded into a special folder for this SCM 6301 class. The 4 cases are: BP and the consolidation of the Oil Industry 1998-2002 Toyota Motor Manufacturing Thomas Medical Outsourcing Sport Obermeyer You will have immediate access to the case materials upon placing your order. Other Case Study Sources The student may obtain the following cases from the indicated websites. For some you have to pay to get a copy. Tuck Case 6-0031 – Southwest Airlines 2002 link : http://www.tuck.dartmouth.edu/cdsuploads/case-studies/pdf/6-0031.pdf Tuck Case 6-0023 – Technology & Quality at Steinway & Sons Link; http://mba.tuck.dartmouth.edu/pdf/2005-6-0023.pdf Ivey Case – Quinte MRI Link: https://www.iveycases.com/ProductView.aspx?id=29610 Ivey Case – Greaves Brewery: Bottle Replenishment Link: https://www.iveycases.com/ProductView.aspx?id=33207 Articles: Various articles from academic journals and other sources are required are listed below. These all are in the online UH library. Article Title The Lean Service Machine Decoding the DNA of TPS Competing on Analytics Making Supply Meet Demand Reference HBR Oct 2003 HBR Sep-Oct 1999 HBR Jan 2006 HBR May-June 1994 Author Swank Spear Davenport Marshall Fisher et al Putting the Enterprise into the Enterprise System The super efficient company Why TQM programs do not persist Rapid fire fullfilment Getting offshoring right 7 Deadly sins of performance measurement Achieving successful strategic transformation Is it Core or strategic Gartner supply chain top 25 of 2012 GE two decades of transformation HBR July-Aug 1998 Davenport HBR Sept 2001 Hammer Decision Sciences Vol 34 Num 4 Fall Beer 2003 HBR Nov 2004 Ferdows et al HBR Dec 2005 Aron et al MIT Sloan Review Spring 2007 Hammer MIT Sloan Review Spring 2012 Johnson et al Ivey Business Journal July/Aug 2003 Chamberland http://www.gartner.com/id=2021615 HBR 9-399-150 Rev May 3,2005 Bartlett Academic Honesty: The University of Houston Academic Honesty Policy is strictly enforced by the C. T. Bauer College of Business. No violations of this policy will be tolerated in this course. A 6/9 discussion of the policy is included in the University of Houston Student Handbook, http://www.uh.edu/dos/hdbk/acad/achonpol.html. Students are expected to be familiar with this policy. Accommodations for Students with Disabilities: The C. T. Bauer College of Business would like to help students who have disabilities achieve their highest potential. To this end, in order to receive academic accommodations, students must register with the Center for Students with Disabilities (CSD) (telephone 713-743-5400), and present approved accommodation documentation to their instructors in a timely manner. 7/9 Week Beginning Jan 13 Jan 20 Jan 27 Feb 3 Topic Syllabus and course requirements Guest Lecture: UH Business Librarian Ms. Loretta Wallace Products and Service Design Process Analysis Production Processes, Service Processes, Waiting lines, Health Care Processes Text Ch. Reading 1, 2 Case / Exercise “The Goal” 3, 5 6, Case: BP and the consolidation of the oil industry 1998-2002 HBR 9-702-012 (Instructor led) 7, 7A, 8 Case: Southwest Airlines 2002 Tuck 6-0031 Case: Quinte MRI Ivey 9B02D024 9, 9A Mar 3 Six sigma, process capability and SPC Why TQM Programs do not persist Exam 1 Guest lecture Lean & Sustainable supply chains The Lean Service Machine Projects Mar 10 Mar 17 Mar 24 Demand Management & Forecasting Exam 2 Sales and Operations Planning 15 16 Case: Greaves Brewery Mar 31 Apr 7 Apr 14 Inventory Control # 1 Inventory Control # 2 Global Sourcing & Procurement ERP systems and Business Intelligence Exam 3 Monday last day of Classes for UH 17 Case: Steinway Case: Sport Obermeyer Competing on Analytics Feb 10 Feb 17 Feb 24 Apr 21 Apr 28 Case Reading 13 10 11,14 Beer Game exercise Case: Thomas Medical Outsourcing Case: Toyota Motor Manufacturing HBS IMD HBS 9-693-019 Decoding the DNA of TPS Ivey 9B04D017 Making Supply Meet Demand Tuck 6-0023 HBS 9-695-022 8/9 Student Profile Put your Picture here Student Name ____________________________ Team Name ______________________________ Your Interests ____________________________ _________________________________ ________________________________ This class will &@#$%&*@### if I don’t learn: _________________________________ _________________________________ _________________________________ 9/9