CHAPTER 14: Collaboration McGraw-Hill/Irwin Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved. Topics • Logistical organization • Development of collaborative relationships • Relationship management 14-2 Overview of relationship development and management • Development and management of internal logistics relationships • Development and management of supply chain relationships 14-3 Development and management of internal logistics relationships • Functional aggregation • Shift from function to process • Virtual organization • Leading organization change 14-4 Sample historical view of dispersed and fragmented logistics responsibility Figure 14.1 Traditional Organization of Logistically Related Functions 14-5 Illustration of high functional aggregation in logistics organization Figure 14.2 Logistics Functional Aggregation 14-6 Functional aggregation is the combination of logistics functions into a single managerial group • Motivated by belief that grouping logistics into a single organization would – Increase likelihood of integration – Improve knowledge of how operational changes impacts performance in other areas • Comprehensive aggregation in organizations is still rare, but – Trend is towards strategic management of all forms of inventory movement and storage for maximum benefit of the enterprise • Development of logistics information systems enabled functional integration of organizations 14-7 Aspects of functional aggregation illustrated in Figure 14.2 • Purchasing, Manufacturing Support and Customer Relationship Management are separate line operations • Five capabilities under Logistical Support are positioned as shared services • Logistical Resource Planning embraces the full potential of management information to plan and coordinate operations • Overall Planning and Control exist at the highest level of the organization to facilitate integration 14-8 From function to process • Process organization structure • Barriers to process integration • The great divide 14-9 Illustration of process-orientated supply chain organization Figure 14.4 Process Organization 14-10 Factors enabling the process structure • Development of a highly involved work environment with self-directed teams • Improved productivity results found in organizations that started managing processes rather than function • Ability to rapidly share accurate information 14-11 Challenges of managing from a process perspective • All effort must be focused on value added to the customer • All skills necessary to complete the work must be available to the process owner – Critical skills not shared can disrupt workflow and create “bottlenecks” • Work performed by processes should stimulate synergism in the organization 14-12 Barriers to process integration • Functional organization structure – Department budgets • Measurement & reward systems – Functional performance • Inventory use – Traditional positioning supports functional performance • Infocratic structure – Information content and flow follow traditional functions • Limits to sharing knowledge – Functional experts hoard power 14-13 The great divide reflects an organizational gap in achieving end-to-end integration Figure 14.3 The Great Divide: The Challenge of Managing across Functional Boundaries 14-14 Virtual organization provides integrated performance but is not on the organization chart • How can an organization be structured so that it can manage a complex global logistics process without becoming too bureaucratic? – Focus on work flow rather than structure – Link remote teams through information networks – Push authority down to teams 14-15 Disaggregation as an organizing principle • Power of information technology facilitates performing and managing logistics work without combining functions into a formal organization unit • Belief that logistical functionality need not be grouped as a special organization – Performance can still be efficiently and effectively coordinated using information networks 14-16 Leading organizational change • General types of change – Strategic change involves implementation of new and improved ways to service customers – Modifications in a firm’s operational structure – Changes in human resource and organization structure • Critical to avoid a quick-fix mentality about change • Consider organization’s capacity to absorb new operational practices – Typically less than most change managers estimate • Actual change takes longer than anticipated 14-17 Development and management of supply chain relationships • Risk, power and leadership • Range of extended supply chain relationships • Supply chain integrative framework • Developing trust 14-18 Supply chain perspective places more emphasis on external relationships • Multi-enterprise coordinated effort focused on supply chain efficiency improvement • Belief that cooperative behavior will reduce risk and greatly improve efficiency • Belief that opportunity exists to eliminate waste and work effort 14-19 Essential concepts to understanding dependency • Risk – Disproportionate risk among channel members – Collaborative role of member is based on risk within a specific supply chain • Power – Retailers have increased in power over the last decade – Powerful firms tend to link together into supply chain arrangements – Category dominance vs. brand power • Leadership – No dominate model for how firms gain leadership responsibility – Greater commitment to the relationship when leaders use rewards and expertise to exercise power 14-20 Range of extended supply chain relationships Figure 14.5 Relationship Classification Framework 14-21 Highlights of basic forms of collaboration • Contracting • – Adds time dimension to traditional buying/selling – Governed by desire to voluntarily work together both intellectually and operationally – Voluntary integration of human, financial, operational and technical resources – Extensive joint planning and expectations of ongoing relationship • e.g. price, service and performance expectations over specific period • Outsourcing – Shifts focus from buying materials to performing a specific service or activity • Administered – Dominate firm governs by command and control – Limited sharing of strategic information and limited joint planning – Relationship has no specific termination or rebid time frame Alliance (e.g. Walmart-Procter & Gamble, Dell & suppliers, H.E. Butt & suppliers) • Enterprise extension – Extreme form of Alliance 14-22 Value creation from supply chain integration is focused on flows Figure 14.6 Supply Chain Flows 14-23 Description of supply chain flows • Product/service value flow is the value-added movement of products and services from raw material source to end customers • Market accommodation flow provides a structure to achieve post sales service administration – E.g. product customization, POS data, end-customer consumption • Information flow is bidirectional exchange of transactional data, inventory status and strategic plans – E.g. forecasts, promotional sales plans, purchase orders, invoices, etc. • Cash flow typically follows the reverse direction of value-added activities – Cash flows to facilitate product and service movement using promotion and rebate 14-24 Integrative framework showing supply chain flows, competencies and context Figure 14.7 Supply Chain Framework 14-25 Competencies are a fused set of capabilities • Capability is the knowledge and achievement level essential to developing integrated performance – E.g. identify and accommodate specific customer needs, measure and understand overall supply chain performance – Reflects value contribution of work – Why is the work performed rather than how • Work is the most visible part of logistical operations – E.g. order picking, truck driving – Traditionally organized by function – Functional work is driver of logistical best practice 14-26 Relationship of capabilities to competencies and context of the supply chain Table 14.1 Supply Chain Context, Competencies, and Supportive Capabilities Set of capabilities that defines the Customer Integration competency 14-27 Competencies needed for the operational context • Operational context involves processes that facilitate order fulfillment and replenishment – Customer integration builds on the activities that develop intimacy – Internal operations integration are joint activities within a firm that coordinate functions related to procurement, manufacture and customer accommodation – Supplier integration creates operational linkages with material and service providers 14-28 Competencies needed for the planning and control context • Planning and control context involves monitoring, controlling and facilitating overall supply chain performance – Technology and planning integration involves the design, application and coordination of information – Measurement integration is the ability to monitor and benchmark functional and process performance • Both within the firm and across the supply chain 14-29 Competency needed for the behavioral context • Behavioral context involves the quality of basic business relationships between supply chain partners – Relationship integration involves the commitment needed by people to build and develop successful longterm collaborative relationships • Managers are often far more experienced in competition than they are in collaboration 14-30 Initiating relationships • Alliances are often initiated by the firm that was the customer in the relationship • The initiating firm should perform an in-depth assessment of its internal practices, policies and culture – Will key alliance contacts be empowered to manage the relationship? – Does alliance involve a number of facilities that operate under different conditions, capabilities or competitive requirements? 14-31 Implementing relationships • Partners should have – Compatible cultures – A common strategic vision – Supportive operating philosophies • Start small to foster early wins – Acknowledge early wins • To motivate key contacts • To build confidence about alliance performance • Implement the alliance in its simplest form – Fine tune arrangement when improvement will add substantial value 14-32 Maintaining relationships is dependent on three key activities • Mutual strategic and operational goals • Two-way performance measurements • Formal and informal feedback mechanisms 14-33 Developing trust • Real collaboration requires meaningful trust • Power arrangements are often temporary and create resistance to deeper collaboration • How can trust be developed? 14-34 Reliability and character are two aspects of trust • Reliability-based trust is grounded in perception of actual behavior and operating performance – Firms perceived as incapable of delivering as promised are perceived as unreliable – Unreliable firms are unworthy of trust in a relationship • Character-based trust is based on culture and philosophy – Perception that partners are interested in each other’s welfare – Trusting partners believe that each other will protect the other’s interest 14-35 Building trust in relationships • Trust develops over time and repeated interactions among organizations • First step is to demonstrate reliability in its operations • Second step is a full and frank sharing of all information necessary for the effective functioning of the relationship – Firms that hoard information are not likely to be trusted • Trust can be maintained by sharing explanations and business rationale for key decisions 14-36