Transcription

1 USER GUIDE: Version 3, Autumn/Winter

2 CONTENTS Introduction 4 HOW TO USE THE INFORMATION 1. How to make the most of Supply Chain Analysis 5 2. Profiles: Examples of how to use the information 6 3. Hot Topic Reports 8 4. Benchmarking Glossary Database News 11 TECHNICAL GUIDE 1. Logging on Homepage Search Engine Daily News & Analysis RSS News Feeds Retailer Hubs Hot Topics Resources Supply Chain Database Glossary Customer Support & Training 25 p.2 Supply Chain Analysis User Guide, Version 3, Autumn 2009

3 Introduction There s no doubt - the supply chain is a tough place to operate. Prices remain under pressure, product ranges are more complex than ever before, promotional activity creates extreme peaks and troughs and International sourcing brings logistical challenges. To further increase the challenge, timely, relevant, reliable information has always been hard to find until now! Supply Chain Analysis is IGD s online guide to the FMCG supply chain, empowering its users to: Develop competitive advantage by learning from supply chain best-practice from around the world. Raise credibility in front of retail customers, helping to drive a proactive, collaborative and mutually beneficial approach. Elevate the supply chain internally so that it attracts the same share of mind as commercial issues at the highest level. Understand the relationship with climate change and the role of distribution. See how leading suppliers are driving SRP practice in-store. Benchmark your current forecast accuracy and business processes to evaluate the strengths and weaknesses of your chain. Discover what the current hot topics are across Europe. Prepare for the important issues of the future as well enabling you to react to today s demands. WHY IGD? IGD is an international organisation specialising in retailing, category management and the supply chain. Our unique, high-quality methodology is central to the way we work: We have board-level links with major retailers such as Carrefour, Tesco and Wal- Mart at both the trading and supply chain interface. We run the ECR UK initiative, ensuring we re at the heart of the UK supply chain and have unparalleled links to others worldwide. We undertake regular field visits where we interview local retailers, suppliers and service providers and visit stores. We have a team of 30 analysts, all with at least five year s industry experience in sales, marketing or the supply chain. To find out more about IGD, visit Supply Chain Analysis User Guide, Version 3, Autumn 2009 p.3

4 1. HOW TO MAKE THE MOST OF SUPPLY CHAIN ANALYSIS Central data source: Use the retailer profiles as a central hub for information for both your supply chain and commercial teams. The reliable, easy-to-access data is constantly available without any need for internal resource to maintain. Commercial teams: Supply Chain Analysis should be used to bridge the knowledge gap between commercial and supply chain teams. It provides an accurate source of retailer information that the commercial teams should be using to optimise supply chain costs and develop new initiatives with retailers. Upskill new joiners: Use the service to educate new starters to both supply chain and commercial functions, or individuals who are not familiar with a new customer. The retailer profiles give you an in-depth understanding of retailer supply chains so that you can optimise and align your own supply chain to maximise efficiency and minimise costs. For example: Are you delivering to the right depots? Can you consolidate the depots you deliver into, reducing vehicle journeys and cutting costs? Are their backhauling opportunities? If you are bringing goods into the UK, are you utilising the best access points in order to deliver to customer depots? Are you exploiting the full capacity of the depots you deliver into? p.4 Supply Chain Analysis User Guide, Version 3, Autumn 2009

5 2. PROFILES: EXAMPLES OF HOW TO USE THE INFORMATION Supply Chain Overview Scale of operations: Top line view of the size of the business to show you what percentage you are of their distribution. Management Structure: Useful for pinpointing the job function that you need to target to resolve issues or work on collaborative projects. Warehousing Depot Maps: Overlay your own production sites and inbound product over a retailer s supply chain to discover ways to propose cost savings. Network: This section gives you full visibility of the retailer s entire warehouse network with details on what type of depot, size and employees. This is critical information if you are looking at cost saving through the network. Possible options include: o Overlaying your distribution profile against this to check that you are matching the retailer s split. If not, you can easily identify where you could consolidate or change depot deliveries/increase pallet loads. Transport Network: Details of vehicles and trailers by depot which is imperative if you are considering backhauling projects with the retailer or another supplier. Other critical information is the number of stores served by each depot. Use this as cost analysis to ensure you are putting maximum capacity into the nearest depot. You may even consider moving production to a nearer factory. This information is necessary for suppliers targeting new retailers so that you can define the cost to serve a particular retailer. Replenishment Throughput Volumes: This chart gives you the product types stocked at each depot which is imperative to understanding if there are other options to you as the supplier in terms of depots and the average case volumes. Supply Chain Analysis User Guide, Version 3, Autumn 2009 p.5

6 Environment Environmental issues are a hot topic affecting the industry at the moment. Both supply chain and commercial teams should be aware or the retailer s plans in this area. IT Systems Supplier Relations: For larger suppliers, this is useful information for you to use when considering changing or upgrading your own systems. This information is also crucial to service providers. p.6 Supply Chain Analysis User Guide, Version 3, Autumn 2009

7 3. HOT TOPIC REPORTS The Hot Topic reports give you a full understanding of key issues affecting the industry, as highlighted by talking to a broad range of people across the industry via ECR working groups. These concise reports with enable you to be prepared when make key business decisions and will increase your ability to lead projects and increase collaboration. Hot Topic s typically contain: 1. Background: Introduction to the topic. 2. Drivers of Change: Macro-industry reasons as to why the topic is important. 3. Benefits & Concerns: Challenges and opportunities for improvement. 4. Best Practice: Case studies demonstrating different ways of working. 5. Future: Our view of what is likely to change and develop. 6. Business Imperatives: Summary of action points. The research is supported by: Powerpoint Presentation: Synopsis of the key points from report; ideal for when presenting the key issues to the wider business. Case Studies: Learn best practice from retailers and suppliers on how they have tackled issues surrounding the Hot Topic. Survey results: Industry results providing qualitative and quantitative research. CURRENT HOT TOPICS Building Supply Chain Engagement Capability How do the best manufacturers engage successfully with their customers? What are the benefits that can be achieved? What are the supply chain capabilities you need to build to engage successfully? What KPIs should you focus on to be truly aligned with your customers strategy? What are the joint initiatives you can engage on? Creating a Demand Driven Supply Chain Understand how suppliers and retailers are building a demand driven supply chain. Benchmark your processes with your peer group in the industry. Identify the capabilities you need to build a demand driven supply chain. Understand the pitfalls from companies that have learnt the hard way. Prioritise on the KPIs you need to drive a Sales & Operational Planning culture. Supply Chain Analysis User Guide, Version 3, Autumn 2009 p.7

8 Demand Planning Benchmark your forecast accuracy and business processes. Understand the challenges and identify opportunities for business change and improvement. Gather insight into forecasting practices and promotions management. Learn about innovative ways for working and new techniques through a variety of best practice case studies. Driving Out Stock Costs Understand how efficient the food industry really is in managing stock levels. Understand the key performance measures retailers and suppliers are using to assess stock performances. Learn about the range of solutions available to manage inventory. Gain practical insights through case studies on stockless supply chains and implications. Identify areas in your business that you need to manage to control your cost to serve. Lean Operations Understand lean and how it can be applied in your company. Learn about the tools and techniques that are being used to deliver reductions in waste and improvements in value. Find out how lean is helping to address key improvement priorities identified by the industry. Understand how lean could help unlock new ways of creating value. Optimising Packaging An analysis along the packaging supply chain. Material groups, winners and losers. The need to optimise cost, functionality and sustainability. Highlighting interfaces. New developments and trends. Retail Ready Packaging Understand the strategies of key international retailers See how leading suppliers are driving RRP practice in-store Benchmark your solutions against the industry's best Understand the business case, how do the numbers stack up? Understand the environmental challenge and how you can do more with less See how RRP can really add value to businesses. p.8 Supply Chain Analysis User Guide, Version 3, Autumn 2009

9 Rising Energy Costs Anticipate how predicted increases in energy costs will affect your business. Understand the factors that will further increase energy costs and how these will impact your business. Identify areas that you need to change in order to minimise the impact of increasing energy costs. Reflect on case studies to ensure that you are implementing best practice to minimise your energy costs. Supplier Service Levels How are suppliers being measured and managed? What is driving improvements across the industry? What are the key benefits are of delivering high service levels? How are suppliers maximising service to their customers? Which factors could impact on service levels in the future? Sustainable Distribution Understand the relationship between climate change & distribution. Learn how you can seize the quick wins and drive change now Understand retailer initiatives and their implication for suppliers. Take advantage of a wealth of case studies from suppliers, retailers and logistics companies. Sustainable Strategies Understand retailers strategies towards building a sustainable supply chain. Identify how sustainability is being measured by the most advanced retailers. Benchmark your tactics on sustainability vis-à-vis industry best practice. Understand supply chain implications on each of these dimensions. Plan your approach. Supply Chain Analysis User Guide, Version 3, Autumn 2009 p.9

10 4. BENCHMARKING Derived from IGD's annual logistics survey taking place across many UK retailers and wholesalers, Benchmarking Statistics provide industry level insight on key areas of the supply chain. Containing both trend and key performance indicators, the statistics are a valuable source of data on: 1. Availability: Category, Product, Day of Week, Region & Store Size Brand. 2. Costs & Productivity: Overview, Distribution, Warehouse, Transport & Operational. 3. Centralised Distribution: Split into information on Warehouse and Transport. 4. Stock Levels: Survey results on retailer stockholdings over key categories. 5. Fuel Efficiency: Enabling suppliers to work to reduce fuel consumption. Benchmarking Tools Downloadable interactive tools to help you benchmark your company s performance and improve your business. Availability Assessment Tool Working with many of the UK s major retailers, and focusing on identifying and understanding the key drivers of improved on-shelf availability, ECR UK has developed an assessment tool and guidelines which brings together many of the key elements of best practice in tackling the root causes of poor on-shelf availability. Focusing on those aspects of store operations which directly relate to on-shelf availability: Understanding on-shelf availability in-store. Replenishment and ordering processes. Inventory management processes. Merchandising standards and processes. Back of store processes. Calculating Your Cost to Deliver For manufacturers considering supplying a new retailer, a robust cost to deliver forecast is a key part of the proposal. However, gaining the retailer information you need for accounts you don't supply is a key challenge. IGD Supply Chain Analysis helps you by providing this information. The example case study, provided in the PowerPoint presentation for download, shows how an ambient grocery importer could calculate their cost to distribute to Tesco. The spreadsheet contains an easy-to-use fill-in-the-blanks ready reckoner, enabling you to enter the figures from your business to quickly assess if you can save money by changing delivery options. p.10 Supply Chain Analysis User Guide, Version 3, Autumn 2009

11 Guide to Fuel Efficiency A guide to help you reduce your fuel use, carbon emissions and help you save money. Designed for companies operating any size and type of fleet, this simple ten point guide has been developed by ECR UK with the support of some of the major vehicle and trailer manufacturers and brings together many of the key elements being considered in reducing fuel consumption. Packaging Material Cycles An overview of how retail packaging flows through the whole chain and focussing on three material cycles; corrugated, single trip plastics and multi trip plastics, this practical support guide has been developed by ECR UK to help users take a holistic approach and recognise the need to work with partners up and down the chain when developing new packaging. The guide is intended to provide a starting point and a prompt for discussions between packaging suppliers and packer filler, packer filler and retailer, etc. It can be used in a number of ways: It can be read cover to cover to improve understanding of the subject generally and what happens in the different packaging materials cycles and process elements. Particular sections of interest can be reviewed. It can be used as a source of challenge, asking questions such as; 'Do we do it like this?', 'Who is the owner of this within our organisation?', 'What is our impact on Landfill waste?', 'What s our policy on this?', 'What could we do better?'. RRP Assessment Tool The RRP Assessment tool is designed to help users assess the potential effectiveness of proposed RRP solutions against both current and benchmark packaging. For use in conjunction with the Retail Ready Packaging Functional Guidelines, the Assessment Tool features a simple to use Excel workbook to provide comparative ratings against five key Consumer and In-Store Operations functionality criteria; How easy is the packaging to shop? How easy is the packaging to identify in the back of store? Can the packaging be easily opened? Can the packaging be easily merchandised to shelf? How easy is it to dispose of and recycle the packaging? The assessment tool enables users to understand the relative effectiveness of different packaging solutions, and highlight where further development work could deliver benefits. Supply Chain Database The Supply Chain Database is an easy-to-use tool that enables you to compare and contrast UK retailers supply chains over a wide number of KPIs. Supply Chain Analysis User Guide, Version 3, Autumn 2009 p.11

12 With five years of data, you can better understand your customers operations including replenishment, transport, warehousing. Transport Collaboration Guide Designed for Transport Managers operating any size of transport fleet, this practical support guide has been developed by ECR UK by pulling together best practice processes from across retailers, wholesalers and suppliers. All of this material is supported by case studies that illustrate the transport collaboration achievements of other companies. The guide can be used in a number of ways: It can be viewed as a standard presentation, one page at a time in sequence or navigating forward/backwards as required. Alternatively, it is possible to jump to particular sections of interest using the shortcut buttons, when the presentation is viewed in screen-show mode. Where shortcuts are available, these are clearly marked. It is suggested that on first using the guide it be viewed in sequence in order to fully understand the '7 Step Process' on which it is based. 5. RESOURCES The Resources tab allows you to access a wealth of information, centred on supply chainspecific topics, including case studies, depot visit reports and special focus analysis looking at key and timely issues affecting the FMCG supply chain. Through the Resources tab, you can also access Retailer Profiles offering you an in-depth look at supply chain operations of key global and international retailers. 6. GLOSSARY The primary aim of the Glossary is to offer a common definition to many of the words, phrases and abbreviations commonly used in the industry. It can be used as a training and education tool for new entrants into supply chain teams and commercial teams. 7. DATABASE The Supply Chain Database is an easy-to-use tool that enables you to compare and contrast UK retailers supply chains over a wide number of KPIs. With five years of data, you can better understand your customers operations including replenishment, transport, warehousing. 8. NEWS Keep on top of the latest industry developments by signing up to the Weekly Bulletin and setting up RSS news feeds. See page XXX for more information. p.12 Supply Chain Analysis User Guide, Version 3, Autumn 2009

13 TECHNICAL GUIDE 1. LOGGING ON 1. Go to 2. Click on the Login link at the top left. 3. Type your address. 4. Type your password. 5. Click Submit. 6. You can change your password and subscription details by clicking on the My IGD tab at the top right of the page. 7. If you have forgotten your password click on the Forgotten Password link. Within the My IGD settings, you can sign up to receive the weekly Supply Chain Bulletin. Supply Chain Analysis User Guide, Version 3, Autumn 2009 p.13

14 2. HOMEPAGE The homepage allows you to view the latest updates to the site, as well as searching content using the seven tabs across the top or the keyword search engine. You can also access news stories and the Supply Chain Database by clicking on the relevant links. To navigate back to the homepage at anytime, click on the Supply Chain logo or the Home link on the top left of the page. p.14 Supply Chain Analysis User Guide, Version 3, Autumn 2009

15 3. SEARCH ENGINE To use the search engine, enter a keyword in the search box at the top of the homepage. The search will retrieve related items from across the whole website. The most relevant item will be shown first in the list. The search will split the results by content type on Supply Chain Analysis. You can sort the results by relevance or date by clicking on the relevant tab. The search engine will also pull back results from across IGD s other online services: Retail Analysis, IGD.com and MyReports. Supply Chain Analysis User Guide, Version 3, Autumn 2009 p.15

16 4. DAILY NEWS IGD s Supply Chain Analysis service publishes news stories on a daily basis. All the stories include commentary on the latest developments in UK and International grocery retailing supply chains. A weekly Supply Chain Bulletin is sent out every week. If you wish to subscribe/unsubscribe from the weekly news service you can do so by clicking on the My IGD tab. To search for a specific news story, click on View all Supply Chain news and enter search details into the right hand search fields. Stories are categorised into: Retailer, Hot Topics, FMCG Suppliers and Logistics Companies. You can access the relevant category by clicking in the News tab at the top of the homepage. p.16 Supply Chain Analysis User Guide, Version 3, Autumn 2009

17 5. RSS NEWS FEEDS News feeds are an increasingly popular way of bringing people together with the information they want from the internet. Often referred to as RSS feeds (Really Simple Syndication), they allow you to identify the content you like and have it delivered directly to your computer screen. Wherever you see the icon below around the web, this means you will find a News Feed which you can take advantage of! Retail Analysis is offering all readers free constantly updated feeds of stories from our news service. The analysis behind the headlines will, as always, be available to Retail Analysis subscribers only. How does it work? You'll need something called a news reader (sometimes called an 'aggregator'). There are many different versions - a good number are accessed using the Internet. Yet this is not the only option - you can also use your programme, a mobile phone or a PDA. Many news readers are available as free, downloadable applications. All allow you to display and subscribe to the news feeds you want and many will alert you to new content as it is published. Sites where you can set up a news reader include: Google, Yahoo, Netvibes, Newsgator and Bloglines. You may find that your company intranet has such a service. If so, contact your IT department to request Retail Analysis news feeds to be added. Once you have chosen a news reader, you 'point' it to the content you want. You'll find RSS logos at key locations around the site. Right click on a logo, select 'Copy Shortcut' and paste into your news reader: Supply Chain Analysis User Guide, Version 3, Autumn 2009 p.17

18 Getting Started This section shows you how to set yourself up with a web news reader service. One news reader that Retail Analysis users may wish to try is Google. It is web-based, which means you can access your chosen news feeds from any internet-enabled PC in the world. It is also free and easy to use. 1) Sign up for the free online News Feed service at Google. Go to the home page and click on the igoogle tab at the top right of the page. You will need to give an address and a password. 2) When registered and logged-in, at the top right of the page, click on Add Stuff. On this page, you can select a whole range of things to add to your igoogle page games, news, links and pictures. 3) To add an RSS feed from Retail Analysis, wherever you see the RSS logo next to a news story, right click on it and select Copy Shortcut. Then, return to your igoogle Add Stuff page and click on the Add RSS News Feed tab on the left hand side. Paste the copied shortcut into the box and click add. 4) This will then be added to you igoogle page and will be constantly updated as we add new stories to the website! For assistance, or to suggest a new feed, please retailanalysis@igd.com or contact your IT support team. Paste the shortcut here p.18 Supply Chain Analysis User Guide, Version 3, Autumn 2009

19 6. RETAILER HUBS To view a Retailer Hub page, select a retailer from the Retailer tab on the homepage. Retailer Hub pages enable you to access all the content relating to a specific retailer, all in one place. You can view the latest updates, news, presentations and case studies all tailored to the selected retailer. It contains: 1. Retailer Profiles analysing supply chain strategy, warehousing, transport, replenishment, environment and IT systems. 2. PowerPoint Presentation slides on the selected retailer. 3. News story archive related to the selected retailer. 4. Case Studies providing you with insight into new and innovative ways of working. Supply Chain Analysis User Guide, Version 3, Autumn 2009 p.19

20 7. HOT TOPICS Hot Topics are in-depth guides designed for making sense of the major issues in the food and grocery supply chains. With these online reports you can: Read up on the background to issues. See news and case studies from leading retailers and manufacturers. Benefit from IGD's actionable insight. Recognise future business opportunities. Each topic typically comprises of a 50-page report, a PowerPoint Executive Summary, findings from IGD's industry surveys, case studies and an action plan. p.20 Supply Chain Analysis User Guide, Version 3, Autumn 2009

21 8. Benchmarking To view, select a topic from the Benchmarking tab on the homepage. In this section you will find industry-level insight into issues which affect all involved throughout the chain. The section contains supply chain trend analysis and ECR Availability results Supply Chain Analysis User Guide, Version 3, Autumn 2009 p.21

22 9. DATABASE The Supply Chain Database is an easy-to-use tool that enables you to compare and contrast UK retailers supply chains over a wide number of KPIs. With five years of data, you can better understand your customers operations including replenishment, transport, warehousing. You can access the Database via the Resources tab on the homepage. 1. What would you like to compare? Firstly, decide what KPIs you would like to compare by clicking on the plus' symbol: Use the tick boxes to select what you would like to compare from the drop down lists, categorised under: Warehousing Transport Replenishment p.22 Supply Chain Analysis User Guide, Version 3, Autumn 2009

23 2. Which operators would you like to compare? Use the tick boxes to select which UK retailers you would like to compare. 3. Select Time Period Again, use the tick boxes to select the years you would like to compare. Finally Click Generate Query tab on the right hand side. Supply Chain Analysis User Guide, Version 3, Autumn 2009 p.23

24 You can sort your results in alphabetical order by clicking on the relevant column heading (eg. Company Name). You can also use the links at the top of the datatable to display subtotals or percentages. On the top right of the table you can use the relevant tabs to: Export the data to an Excel spreadsheet so you can generate graphs. Print out a copy of the datatable. the datatable. You will find information regarding research methods and other frequently asked questions in the Help tab at the top of the Database page. p.24 Supply Chain Analysis User Guide, Version 3, Autumn 2009

25 10. GLOSSARY The primary aim of the Glossary is to offer a common definition to many of the words, phrases and abbreviations commonly used in the industry. However, it is not intended to stand as the definitive dictionary for the food and grocery sector and therefore variations in usage and meaning may exist. You can access the Glossary via the Resources tab at the top of the page. You can use the alphabet at the top of the page to skip to the relevant letter. Supply Chain Analysis User Guide, Version 3, Autumn 2009 p.25

26 11. CUSTOMER SUPPORT & TRAINING If you have any questions about Supply Chain Analysis or need additional information, you can contact Priscilla Monaghan or Helen Davies on our customer care hotline , or IGD offers free Supply Chain Analysis training for subscribers. We not only run open courses here at IGD, but also offer customised training on-site at your offices for groups of employees. A full demonstration teamed with interactive exercises throughout ensures that your Supply Chain Analysis users will learn how to access the information they require more efficiently, whilst learning how to implement the information to make a positive difference to your business. For more information please contact our customer care team directly. p.26 Supply Chain Analysis User Guide, Version 3, Autumn 2009