SCI Outside-In Report v3.0

19 THE OUTSIDE-IN PLANNING HANDBOOK | 2023

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______________________________ “83% of manufacturers report that deployed supply chain technologies have not met expectations.” Source PWC Report, 2023 _____________________________

What can we learn from the research? Companies with teams from planning, sourcing, manufacturing, and transportation reporting to a central leader tend to be the most balanced, with the smallest gaps. The organizations with the closest alignment, as shown in Figure 6, have improved employee retention and driven growth faster while outperforming peers on operating margins. An example of a company that drove improvement in

planning redefines demand concepts. The flows are sensed, typed, and profiled using the demand analyzer for demand collaboration and supply optimization. The flows cross over the commercial sales and marketing teams and finance to enable collaboration on the demand cycle. Demand collaboration enables the team to determine the following: • Impact of market drivers. Visibility of market and demand latency. • Baseline demand for products, categories, and brands. • Effectiveness of demand shaping. Percentage of demand shifting. • The bullwhip impact of the portfolio shifts. • New product launch acceptance. This monthly analysis starts the planning cycle and precedes S&OP.

organizational alignment is Clorox 8 . The Company worked with Georgia Tech to train commercial and operations teams to understand supply chain constraints and flows. The leadership team cited this program as a critical factor in outperforming their peer group in job retention, margin, and growth for 2013- 2021 (pre-pandemic). For the period, as shown in Figure 7, Clorox outperformed the household products peer group with margins of 18% compared to the industry average of 16%. Clorox also had inventory turns of 7.33 versus the industry average of 4.78. After defining the roles and focus, the journey for outside-in

Operating Margin vs. Inventory Turns (2013 - 2021) Figure 7. Clorox Supply Chain Performance

Best Scenario

2015

8.50

2014

2020

2013

7.50

CLX 0.18, 7.33

2017

2016

2019

2018

6.50

2015

2014

2013 Household Non-Durable 0.16, 4.78

5.50

2021

2020

2019

2016

2018

4.50

2021

2017

3.50

0.15

0.16

0.17

0.18

0.19

0.20

Operating Margin

Fundamental Average Score Clorox = 8 Industry = 6 Clorox

Clorox Household Non-Durable Industry

Average (Annual Revenue, Return on Invested Capital (ROIC)

Household Non-Durable Industry

◆ Average (Annual Revenue, Return on Invested Capital (ROIC)) Source: Supply Chain Insights LLC, Corporate Annual Reports 2013-2022 from YCharts

8 Clorox Successfully Implements a Program for Value Chain Segmentation – Supply Chain Shaman Supply Chain Insights LLC Copyright © 2023, p. 2

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