SCRLC Metrics / Quantifying Risk (Track #4) Edward Erickson Track Co-leader June 7, 2007 Presentation_ID © 2007 Cisco Systems, Inc. All rights reserved. Cisco Confidential 1 Agenda Overview Scope Deliverables Schedule / Milestones What we need from the Council Case Study Presentation_ID © 2007 Cisco Systems, Inc. All rights reserved. Cisco Confidential 2 Overview Participation Excellent from thought leaders – lacking from practitioners Track 4 Quantifying Risk / Metrics Track Leaders Feryal Erhun, Stanford Edward Erickson, Cisco Track Members to Date* Hau Lee, Stanford Ely Kahn, TSA Andrew Cox, TSA Tim Astley, Zurich Lance Solomon, Cisco Survey Response Rate Poor 3 companies (P&G, Boeing, Cisco) + TSA 2 thought leaders (Stanford, Zurich) Despite this track members believe that: this is a critical focus area it will lag the other tracks and will have a longer payoff time frame Research members will lead the effort in the early phases Presentation_ID © 2007 Cisco Systems, Inc. All rights reserved. Cisco Confidential 3 Scope In Scope How to portray SC risk modeling & analysis results in an impactful way Methods for quantifying SC risk to support decision making & measuring the impact of actions Methods for modeling SC risk & identifying potential improvement actions Tools & techniques for determining important risk events and the scope of models How to ground SC risk data in reality Out of Scope Standards definitions Tool/Modeling development Industry specific methods Presentation_ID © 2007 Cisco Systems, Inc. All rights reserved. Cisco Confidential 4 Deliverables – To Date Survey practitioners to understand current SC risk metric practices Survey thought leaders to determine Best Known Methods (BKMs) Presentation_ID © 2007 Cisco Systems, Inc. All rights reserved. Cisco Confidential 5 Metrics/Quantifying Researcher Risk Survey Who: All SCRLC research organizations – 1 survey per organization Why: Get a good sample of all of the metrics/quantifying risk best practices from a research/theoretical point of view. Questions: 1. What is the best way known way to quantify SC risk? 2. What is the best way you’ve seen in practice to measure SC risk? 3. What are the major gaps you see between the best methods and what you’ve seen in practice? 4. What are your current area of expertise and interest in measuring SC risk? Presentation_ID © 2007 Cisco Systems, Inc. All rights reserved. Cisco Confidential 6 Summary of Researcher Survey Results (2 out 5 Responded) Where We Need to Be • • • • Integrated view of supply chain risk Utilize distributions for occurrence and intensity Driven by historical loss/occurrence data Application of expert knowledge to address gaps in data • Lack of data-driven analysis on key areas of supply chain risk • Lack of understanding for all risks affecting the supply chain • Focus on consequences rather than vulnerabilities and triggers • Focus narrowly on cost – should include customer impact • Focus only on most recent disruptions • Minimal use of stochastic modeling Where We Are • Independent focus on supplier, disaster and IT risks • Focus on easy to measure risks • Lack of data • Limited to analysis of the averages Presentation_ID © 2007 Cisco Systems, Inc. All rights reserved. Cisco Confidential 7 Metrics/Quantifying Practitioner Risk Survey Who: All SCRLC companies & government agency members – 1 survey per organization Why: Get a good sample of all of the metrics/quantifying risk practices across all member companies Questions: 1. To what degree is SC risk management driven at your company (e.g. not at all, a strategic program, an ongoing part of the business, etc)? 2. Where do you want see your company in 2 years with respect to SC risk measurement and metrics 3. Do you use metrics/measurement as part of your SC risk management organization? If you don't, what metrics/measurements could you envision as part of an effective process for managing risk? If you do, what metrics/measurements do you currently use? 4. What data do you use to manage SC risk and manage your SC risk programs? 5. How do you use these data to manage SC risk and manage your SC risk programs? 6. What tools do you use to drive SC risk management decisions? Presentation_ID © 2007 Cisco Systems, Inc. All rights reserved. Cisco Confidential 8 Summary of Practitioner Survey Results (4 out 10 Responded) Question P&G Boeing TSA Cisco 1. To what degree is SC risk management driven at your company (e.g. not at all, a strategic program, an ongoing part of the business, etc)? On-going component of several business functions Varies by subject and the division within the company. Mature in strategic planning and materials Current - by each mode of transportation Subset of enterprise risk management group 2. Where do you want see your company in 2 years with respect to SC risk measurement and metrics Continuing to use existing metrics in organizations that have risk responsibilities; will add other metrics as identified by the SCRLC if we believe they will add value More focused, capable, and armed with more facts and data to more effectively guide SC risk management. Accurately identify critical vulnerabilities and propose/develop countermeasures 3. Do you use metrics/measurement as part of your SC risk management organization? If you don't, what metrics / measurements could you envision as part of an effective process for managing risk? If you do, what metrics / measurements do you currently use? Identification and assessment, Audit Scores, Site risk assessment (risk identified, likelihood, business impact, risk rating) and plan against high risk rated scenarios Volume of imports by supplier, country risk ratings based on a variety of criteria, metrics showing anticipated increases or decreases in supplier shipments. Proxy metrics to determine effectiveness of risk management efforts Risk scores/maps Time to recover, probabilistic revenue at risk 4. What data do you use to manage SC risk and manage your SC risk programs? Data from the programs mentioned in question #3 & new ideas from industry leaders, consultants, academia, daily news Individual Procurement Agents manage risk but higher level org. might oversee a collective SC risk program. Classified intelligence information. Industry supplied transportation data. Natural Hazard data, Geopolitical data, expert opinion 5. How do you use these data to manage SC risk and manage your SC risk programs? Typically Scorecards & Leadership Reviews N/A Proxy measures to estimate the effectiveness of various regulations or security programs. Metrics drive SC risk priorities 6. What tools do you use to drive SC risk management decisions? Internal standards, culture and business unit financial accountability and agreement at the right level of management N/A Checklist tools in the field. Moving toward more advanced simulation models @ HQ. Macroeconomic models for costing. Scorecards, Risk Ratings and Simulation Presentation_ID © 2007 Cisco Systems, Inc. All rights reserved. Cisco Confidential Future - “systems” focused approach to risk management. SC risk part of the DNA within the business and operations groups Better quantification of the “ROI” for risk management activities. 9 Deliverables - Planned BKMs for portraying SC risk modeling & analysis results in an impactful way BKMs for measuring SC risk and deciding what mitigation actions to pursue BKMs and tools used for modeling risk and how to manage scope of these models BKMs on SC risk data collection BKMs for how to measure risk improvement based on supply chain improvements Presentation_ID © 2007 Cisco Systems, Inc. All rights reserved. Cisco Confidential 10 Schedule / Milestones May’07 Kickoff & Agreement on Scope/Deliverables/Milestones/Meeting Schedule Complete survey on Metrics/Quantifying metrics Session to review survey results and prepare for June core team update June’07 Session on post core team update, change scope, etc July’07 Session on Best Known Methods (BKMs) for measuring risk & deciding what mitigation actions to pursue August’07 BKMs & tools used for modeling risk & how to manage scope of these models September’07 BKMs on event probability data collection November’07 BKMs for how to measure risk improvement based on supply chain improvements Monthly teleconference except for months with core team meeting (9 meetings/yr) Presentation_ID © 2007 Cisco Systems, Inc. All rights reserved. Cisco Confidential 11 What we need from the Council 1. Are you supportive of the longer term view required? 2. Are you supportive of the defined deliverables? 3. Fill out the survey 4. Join the team Presentation_ID © 2007 Cisco Systems, Inc. All rights reserved. Cisco Confidential 12 Cisco Case Study Presentation_ID © 2007 Cisco Systems, Inc. All rights reserved. Cisco Confidential 13 Supply Chain Risk Mgmt. (SCRMx) The Challenge Risk Measures & Processes Process / DNA Risk Tolerance Strategic Partner Site Risk Mgmt (PSRM) Tactical Focus & Governance Foundational Responsive Business Continuity Plans (BCP) - Partner Components Presentation_ID © 2007 Cisco Systems, Inc. All rights reserved. Crisis Drills Comparative Risk Mitigation Quantify Risks Risk Map & Modeling Crisis Mgmt. Plan Pandemic Plan Transformation Cisco Confidential Risk Strategy Risk Budget Business Continuity Mgmt. (BCM) - Process Trans. & Logistics Customers 14 High Level Process Quantify Assess Measure Iterative process combining metrics and probabilistic modeling Use exposure and recovery metrics to assess and determine focus areas Use probabilistic modeling to quantify and measure the impact to the business and pareto key drivers Presentation_ID © 2007 Cisco Systems, Inc. All rights reserved. Cisco Confidential 15 Probabilistic Revenue Impact Site X Prod. RevenueY Company ($/Wk) $50 Mil /Qtr 52 Week Time to Time to Recover X Recover (TTR) (Wks) Probability of an Event Catastrophic Occurring Site Fire (%)= %.01 Presentation_ID © 2007 Cisco Systems, Inc. All rights reserved. Cisco Confidential $2.6 Bil Revenue Revenue Impact ($) Impact Probabilistic Revenue Impact = $26 ($) Mil 16 Exec. Mgmt. / Finance Manufacturing Operations Product Operations Cisco Case Study – Key Metrics Risk Map Rev. vs Risk (Prod. View) What products should I be most concerned about? Risk Map Rev vs Risk (Site View) What sites should I be most concerned about? Rev @ Risk (E2E) What is my Risk? TTR (Product View) Rev @ Risk (Prod. View) Pareto of Drivers ROI BCP What are the most critical components? What is their impact & likelihood? What are the drivers? What will be my ROI? Are my partners resilient? TTR (Site View) Rev @ Risk (Site View) Pareto of Drivers ROI BCP What are the most critical issues? What is the impact & likelihood? What are the drivers? What will be my ROI? Are my partners resilient? Risk Map Rev. vs Risk (Event) ROI TTR (Top Product) What should I be most concerned about? What are my costed options? What is the impact to my customer? What has it cost me? How has it changed? Presentation_ID © 2007 Cisco Systems, Inc. All rights reserved. Cisco Confidential 17 Cisco Case Study - Probabilistic Modeling Methodology Inputs Integrated Model Outputs Disruption Revenue @ Risk (Prod) Site/Region Events & Frequency Revenue @ Risk (Horiz.) Capacity Impact Revenue @ Risk (E2E.) Time to Recover Revenue @ Risk (Event) Expected Capacity Loss Supply chain redundancies • • • • Excel Based Monte Carlo Crystal Ball Engine Direct Data Links Financial Impact Sensitivity Analysis identifying risk drivers What-if Analysis Site Revenue Objective: Quantify drivers of risk and potential improvement from mitigations Presentation_ID © 2007 Cisco Systems, Inc. All rights reserved. Cisco Confidential 18