Supply Chain Analytics Toolkit

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Plan and implement Supply Chain optimization projects to support continuous Process Improvement objectives working closely with operations teams and other stakeholders to troubleshoot, modify and maximize performance of vendors and programs for established KPIs.

More Uses of the Supply Chain Analytics Toolkit:

  • Manage work with large, complex data to analyze and interpret trends and patterns and translate insight into actionable business solutions.

  • Ensure you see beyond the face value of every interaction you encounter and subsequently tailor your data, and more importantly, the messaging that you deliver to persuade, influence and build relationships.

  • Analyze data outputs and refine inputs to optimize the use of the Strategist network optimization tool with the purpose of finding Cost Savings and/or Supply Chain efficiencies to increase revenue growth.

  • Identify and implement Cost Savings opportunities through Spend Analysis, supplier negotiations, business resourcing, value added and value engineering opportunities, and other purchasing methods.

  • Analyze departmental capital investment projects to ensure achievement of established objectives, and to validate assumptions for use in planning future projects.

  • Arrange that your group improves Customer Service quality results by evaluating and redesigning processes; establishing and communicating service metrics; monitoring results and implementing changes.

  • Execute and present value driving analysis in Alloy and, in collaboration with users, turn into repeatable processes at customer organizations.

  • Arrange that your group makes decisions and takes the necessary actions to determine the most appropriate delivery methods to meet or exceed the customers service expectations.

  • Ensure you instruct; lead in gathering data, monitoring contract performance/compliance and provide analytical support/direction for Supply Chain projects.

  • Provide a key interface with Manufacturing, Planning, Suppliers, and Procurement to align deliverables with overall project goals throughout the project lifecycle.

  • Lead: design, develop, implement and maintain analytical models and solutions using optimization, simulation, Machine Learning and other advanced analytical capabilities to support Supply Chain objectives.

  • Confirm your team requires supervisory and management skills necessary to direct operations of several departments, providing effective direction to ensure operations are efficient and customer focused.

  • Collaborate with sales, is and finance to develop, create and maintain reporting requirements and ensure systems provide accurate and timely data.

  • Be accountable for supporting the leadership teams and stakeholders with Supply Chain analysis, insights and data support which enable direct understanding and impact on operations.

  • Assure your organization complies; partners with the Data Stewards in Continuous Improvement processes impacting Data Quality in the context of the specific use case.

  • Secure that your strategy maintains master Data Dictionaries and identifies gaps in Data Collection or opportunities to improve timeliness and accuracy of incoming raw data.

  • Perform data and process analysis to identify and understand Supply Chain operational opportunities and recommend improvement solutions.

  • Develop and conceptualize sophisticated and innovative analytical solution and actionable insights with high client and business understanding.

  • Secure that your organization provides business metrics for the overall project to show improvements (contribution to the improvement should be monitored initially and over multiple iterations).

  • Create and distribute in market stock coverage reports to Supply Chain managers, highlighting risk and potential solutions for review and execution with customers.

  • Support implementation, training, and onboarding for new customers, working closely with the engineering team to ensure reporting and data are accurate and align with customer objectives.

  • Develop reporting that highlights where initiatives are performing relative to targets and suggest opportunities for improvement based on analysis.

  • Introduce and sell existing customers and prospects to the full breadth of Innovative Delivery Solutions Products, Services, and Supply Chain.

  • Manage work with customer Supply Chain, transportation, replenishment and planning teams to ensure seamless execution and Order Management.

  • Establish and maintain relevant dashboards that measure daily, week, monthly, and annual performance that animate the business health.

  • Facilitate effective technical and non technical communication with individuals at all levels to deliver business value, adoption, and standardization.

  • Ensure your planning serves as a point of escalation, troubleshooting, and partners with the business units, stakeholders and leadership in the day to day resolution and management of Supply Chain needs.

  • Analyze key Supply Chain and vendor Performance Metrics to identify opportunities for planning efficiencies and overall Cost Reduction.

  • Warrant that your organization creates and maintains forecast models for customers, incorporating Business Intelligence and forecast information gathered from internal and external data and Performance Metrics.

  • Initiate: work hand in hand with the Data Analytics team, providing insights and optimizations for each channel always linking initiatives back to your business goals.


Save time, empower your teams and effectively upgrade your processes with access to this practical Supply Chain Analytics Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Supply Chain Analytics related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Supply Chain Analytics specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Supply Chain Analytics Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Supply Chain Analytics improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Can you measure the return on analysis?

  2. Is the final output clearly identified?

  3. What are the tasks and definitions?

  4. Have you made assumptions about the shape of the future, particularly its impact on your customers and competitors?

  5. What is the extent or complexity of the Supply Chain Analytics problem?

  6. What is the overall talent health of your organization as a whole at senior levels, and for each organization reporting to a member of the Senior Leadership Team?

  7. What is effective Supply Chain Analytics?

  8. Are you maintaining a past-present-future perspective throughout the Supply Chain Analytics discussion?

  9. What is your Supply Chain Analytics strategy?

  10. What could cause delays in the schedule?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Supply Chain Analytics book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Supply Chain Analytics self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Supply Chain Analytics Self-Assessment and Scorecard you will develop a clear picture of which Supply Chain Analytics areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Supply Chain Analytics Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Supply Chain Analytics projects with the 62 implementation resources:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Supply Chain Analytics project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Supply Chain Analytics Project Team have enough people to execute the Supply Chain Analytics project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Supply Chain Analytics project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Supply Chain Analytics Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Supply Chain Analytics Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Supply Chain Analytics project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Supply Chain Analytics project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Supply Chain Analytics project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Supply Chain Analytics project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Supply Chain Analytics project with this in-depth Supply Chain Analytics Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Supply Chain Analytics projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Supply Chain Analytics and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Supply Chain Analytics investments work better.

This Supply Chain Analytics All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.