# Supply Chain Management - Phase 2 Processes Backlog

This document contains the prioritized backlog of AI-assisted processes for the Supply Chain Management specialization. Each process is designed to automate, enhance, or streamline key supply chain activities.

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## Planning Processes

- [ ] **Demand Forecasting and Planning** - Generate statistical demand forecasts using historical data, market intelligence, and demand signals with continuous accuracy improvement. [Reference](https://www.ascm.org/learning-development/certifications-credentials/cpim/)

- [ ] **Sales and Operations Planning (S&OP)** - Facilitate monthly S&OP cycle including demand review, supply review, pre-S&OP, and executive S&OP to align demand, supply, and financial plans. [Reference](https://www.kinaxis.com/)

- [ ] **Supply Chain Network Design** - Model and optimize distribution network configurations using center of gravity analysis and scenario planning to minimize costs while meeting service targets. [Reference](https://www.coupa.com/products/supply-chain-design)

- [ ] **Capacity Planning and Constraint Management** - Analyze production capacity against demand requirements, identify bottlenecks, and develop capacity adjustment strategies using Theory of Constraints principles. [Reference](https://www.amazon.com/Goal-Process-Ongoing-Improvement/dp/0884271951)

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## Procurement Processes

- [ ] **Strategic Sourcing Initiative** - Execute end-to-end sourcing projects including spend analysis, market assessment, strategy development, RFx process, evaluation, and contract negotiation for major categories. [Reference](https://www.ismworld.org/certification-and-training/certification/cpsm/)

- [ ] **Supplier Evaluation and Selection** - Assess and qualify suppliers using weighted scorecards covering quality, cost, delivery, service, sustainability, and risk criteria with TCO analysis. [Reference](https://www.cips.org/qualifications/)

- [ ] **RFx Process Management** - Manage Request for Information (RFI), Request for Proposal (RFP), and Request for Quotation (RFQ) processes including document creation, distribution, response evaluation, and award recommendation. [Reference](https://www.ariba.com/)

- [ ] **Contract Negotiation and Management** - Develop negotiation strategies, conduct supplier negotiations, draft contracts, and manage contract lifecycle including renewals and amendments. [Reference](https://www.vantagepartners.com/)

- [ ] **Category Management** - Develop and execute category strategies based on Kraljic Matrix segmentation, market analysis, and spend optimization opportunities. [Reference](https://www.gep.com/software)

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## Inventory Processes

- [ ] **Inventory Optimization and Segmentation** - Analyze inventory using ABC/XYZ classification, optimize stocking levels by segment, and identify slow-moving/obsolete inventory for disposition. [Reference](https://www.demanddriveninstitute.com/books)

- [ ] **Safety Stock Calculation and Optimization** - Calculate optimal safety stock levels based on demand variability, lead time variability, and target service levels using statistical methods. [Reference](https://www.ascm.org/learning-development/certifications-credentials/cpim/)

- [ ] **Demand-Driven Material Requirements Planning (DDMRP)** - Implement strategic inventory buffers with dynamic adjustment based on demand signals for improved flow and reduced variability amplification. [Reference](https://www.demanddriveninstitute.com/certification)

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## Supplier Management Processes

- [ ] **Supplier Performance Scorecard** - Track and report supplier performance metrics including OTIF (On-Time In-Full), quality, cost, responsiveness, and sustainability with trend analysis and action tracking. [Reference](https://www.ascm.org/topics/scor/)

- [ ] **Supplier Development Program** - Design and execute supplier capability improvement initiatives including joint process improvement, technology adoption, and performance enhancement programs. [Reference](https://haslam.utk.edu/faculty/kate-vitasek)

- [ ] **Quarterly Business Review (QBR) Facilitation** - Prepare and conduct structured supplier business reviews covering performance analysis, improvement actions, innovation opportunities, and strategic alignment. [Reference](https://www.vantagepartners.com/)

- [ ] **Supplier Onboarding and Qualification** - Execute supplier onboarding process including documentation collection, capability assessment, compliance verification, and system setup. [Reference](https://www.jaggaer.com/)

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## Risk Management Processes

- [ ] **Supply Chain Risk Assessment** - Identify, assess, and prioritize supply chain risks across financial, operational, geopolitical, and compliance dimensions with risk heat mapping. [Reference](https://www.koganpage.com/product/supply-chain-risk-management-9780749476298)

- [ ] **Supplier Risk Monitoring and Early Warning** - Implement continuous monitoring of supplier risk indicators with automated alerts for financial distress, operational issues, or compliance concerns. [Reference](https://ecovadis.com/)

- [ ] **Business Continuity and Contingency Planning** - Develop and maintain contingency plans for critical suppliers including alternative sourcing strategies, buffer stock policies, and recovery procedures. [Reference](https://www.iso.org/standard/75106.html)

- [ ] **Supply Chain Disruption Response** - Execute rapid response protocols for supply disruptions including impact assessment, mitigation activation, stakeholder communication, and recovery tracking. [Reference](https://mitpress.mit.edu/9780262693493/the-resilient-enterprise/)

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## Analytics Processes

- [ ] **Supply Chain KPI Dashboard Development** - Design and implement executive dashboards tracking key supply chain metrics across plan, source, make, deliver, and return processes aligned with SCOR model. [Reference](https://www.ascm.org/topics/scor/)

- [ ] **Spend Analysis and Savings Identification** - Analyze procurement spend by category, supplier, business unit to identify consolidation opportunities, maverick spend, and cost reduction initiatives. [Reference](https://www.coupa.com/)

- [ ] **Supply Chain Cost-to-Serve Analysis** - Calculate total cost to serve by customer, product, or channel including procurement, inventory, logistics, and service costs for profitability insights. [Reference](https://www.mckinsey.com/capabilities/operations/how-we-help-clients/supply-chain)

- [ ] **Forecast Accuracy Analysis and Improvement** - Measure forecast accuracy metrics (MAPE, bias, WMAPE), analyze forecast error drivers, and recommend model and process improvements. [Reference](https://o9solutions.com/)

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## Sustainability and Compliance Processes

- [ ] **Sustainable Procurement Assessment** - Evaluate and improve procurement practices against sustainability criteria including environmental impact, social responsibility, and ethical sourcing standards. [Reference](https://www.iso.org/standard/63026.html)

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## Summary

| Category | Process Count |
|----------|---------------|
| Planning Processes | 4 |
| Procurement Processes | 5 |
| Inventory Processes | 3 |
| Supplier Management Processes | 4 |
| Risk Management Processes | 4 |
| Analytics Processes | 4 |
| Sustainability and Compliance Processes | 1 |
| **Total** | **25** |

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## Implementation Priority

### High Priority (Phase 2A)
1. Demand Forecasting and Planning
2. Strategic Sourcing Initiative
3. Supplier Performance Scorecard
4. Supply Chain Risk Assessment
5. Supply Chain KPI Dashboard Development

### Medium Priority (Phase 2B)
6. Sales and Operations Planning (S&OP)
7. Inventory Optimization and Segmentation
8. Safety Stock Calculation and Optimization
9. Spend Analysis and Savings Identification
10. Supplier Development Program

### Standard Priority (Phase 2C)
11. RFx Process Management
12. Category Management
13. Supplier Risk Monitoring and Early Warning
14. Business Continuity and Contingency Planning
15. Forecast Accuracy Analysis and Improvement

### Future Enhancement (Phase 2D)
16. Supply Chain Network Design
17. Capacity Planning and Constraint Management
18. Contract Negotiation and Management
19. DDMRP Implementation
20. Quarterly Business Review Facilitation
21. Supplier Onboarding and Qualification
22. Supply Chain Disruption Response
23. Supply Chain Cost-to-Serve Analysis
24. Sustainable Procurement Assessment

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## References

- ASCM (Association for Supply Chain Management): https://www.ascm.org
- ISM (Institute for Supply Management): https://www.ismworld.org
- CIPS (Chartered Institute of Procurement and Supply): https://www.cips.org
- Demand Driven Institute: https://www.demanddriveninstitute.com
- SCOR Model: https://www.ascm.org/topics/scor/
- Gartner Supply Chain: https://www.gartner.com/en/supply-chain
