This curriculum spans the technical and organisational complexity typical of multi-workshop operational planning programs, addressing the interdependencies between network design, forecasting, and cross-functional governance seen in global service parts operations.
Module 1: Defining Service Level Objectives in a Multi-Echelon Network
- Selecting appropriate service level metrics (e.g., fill rate vs. cycle time) based on operational SLA commitments to field service teams.
- Aligning service level targets with equipment criticality across product lines, balancing cost and downtime exposure.
- Deciding on service level ownership between logistics, service operations, and regional business units in a global organization.
- Setting differentiated service levels for emergency vs. scheduled repairs in mobile equipment environments.
- Integrating customer contractual obligations into service level definitions for aftermarket support agreements.
- Resolving conflicts between local warehouse performance goals and enterprise-wide service level outcomes.
Module 2: Inventory Positioning and Network Design Trade-offs
- Determining optimal stocking locations for high-cost, low-turn parts using expected backorder cost analysis.
- Evaluating push vs. pull strategies for stocking regional distribution centers based on demand variability.
- Calculating safety stock levels at each echelon while accounting for lateral transshipment capabilities.
- Assessing the impact of centralized vs. decentralized repair facilities on spare parts availability.
- Designing network exceptions for time-critical parts that bypass standard replenishment logic.
- Adjusting stocking policies in response to changes in service territory boundaries or depot consolidation.
Module 3: Demand Forecasting for Intermittent and Lumpy Parts
- Selecting forecasting models (e.g., Croston, SBA, Teunter) based on historical demand patterns and part lifecycle stage.
- Handling zero-demand periods in forecasting when parts are in long-term storage for legacy equipment support.
- Integrating engineering change notifications into demand models for parts affected by retrofit campaigns.
- Adjusting forecasts using field failure data from connected equipment telemetry systems.
- Managing forecast overrides for parts impacted by known regulatory or environmental events.
- Validating forecast accuracy by service level tier rather than aggregate inventory metrics.
Module 4: Spare Parts Classification and Segmentation
- Developing a multi-dimensional ABC analysis combining criticality, cost, and demand frequency.
- Assigning parts to inventory policies based on operational impact of stockouts (e.g., downtime cost per hour).
- Updating classification rules when new product lines are introduced with different failure profiles.
- Managing exceptions for parts that cross classification boundaries due to seasonal demand spikes.
- Aligning procurement lead time assumptions with segmentation to avoid misclassification of long-lead items.
- Using failure mode and effects analysis (FMEA) data to refine criticality scores in classification models.
Module 5: Procurement and Supplier Performance Management
- Negotiating supplier lead time guarantees with penalty clauses tied to service level impacts.
- Establishing dual-sourcing strategies for high-risk, single-source parts to mitigate supply disruption.
- Monitoring supplier on-time delivery performance at the part-number level for SLA compliance.
- Managing consignment inventory agreements with suppliers while maintaining accurate stock visibility.
- Integrating supplier quality defect rates into replenishment safety stock calculations.
- Coordinating with suppliers on end-of-life part transitions and last-time buy decisions.
Module 6: Replenishment Logic and System Configuration
- Configuring reorder point and order quantity parameters in ERP systems based on actual lead time variability.
- Implementing min/max policies with dynamic adjustments for parts experiencing demand shifts.
- Setting up reorder triggers that account for in-transit and on-order quantities across locations.
- Designing replenishment exceptions for parts with long manufacturing lead times or batch production constraints.
- Calibrating system parameters to prevent overreaction to one-time spikes in demand.
- Integrating repair turnaround time into nettable inventory calculations for repairable parts.
Module 7: Performance Monitoring and Continuous Improvement
- Designing KPI dashboards that link inventory investment to actual field service response times.
- Conducting root cause analysis on chronic stockouts for high-priority parts.
- Reconciling system-reported fill rates with actual technician part availability in the field.
- Adjusting service level targets based on cost-to-serve analysis across customer segments.
- Implementing closed-loop feedback from service technicians on part availability and substitution effectiveness.
- Running what-if scenarios to assess impact of proposed service level changes on working capital.
Module 8: Governance and Cross-Functional Alignment
- Establishing a service parts review board with representatives from finance, service, and supply chain.
- Defining escalation paths for resolving inventory allocation conflicts during supply shortages.
- Aligning budget cycles with service level planning to ensure funding supports inventory targets.
- Documenting decision rights for overriding automated replenishment recommendations.
- Integrating new product introduction (NPI) processes with initial spare parts provisioning plans.
- Managing data ownership and master data quality for part criticality and lead time attributes.