An Overview of Third Party Logistics Industry



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An Overview of Third Party Logistics Industry Chrisoula Papadopoulou, PhD Centre for Transportation Studies Massachusetts Institute of Technology

Overview Introduction Definition of Third Party Logistics (TPL) A Brief History of TPL Evolution A Snapshot of the Current TPL Market Types of TPL Providers By Services By Operations By Contract Type Role of Third Party Logistics in Supply Chain & Company Performance Logistics Outsourcing Selection Criteria for TPL Selection TPL Relationships Current TPL Challenges Discussion & Questions Chrisoula Papadopoulou, MIT 2

TPL Definition

Several TPL Definitions Third-party Logistics is simply the use of an outside company to perform all or part of the firm s materials management and product distribution function. (Simchi-Levi, 2000) A relationship between a shipper and third party which, compared with the basic services, has more customized offerings, encompasses a broad number of service functions and is characterized by a long-term, more mutually beneficial relationship. (Murphy & Poist, 1998) Chrisoula Papadopoulou, MIT 4

Definition of TPL Third party logistics providers are independent companies providing single or multiple logistics services to a purchasing company. Third party logistics providers, although they do not hold ownership of the product for distribution, are legally bound and responsible to perform the requested logistics activities of the purchasing company. The relationship between the two parties is long-term and beneficial. (Papadopoulou, 2001) Chrisoula Papadopoulou, MIT 5

A Brief History of TPL Evolution

6 Phases of TPL Evolution Incorporation Differentiation Integration Necessity Awareness Introduction 1900 1960 1970 1980 1990 2000 Time Chrisoula Papadopoulou, MIT 7

Service Classification of TPL Single Separated Integrated Combined Incorporated Corporate Chrisoula Papadopoulou, MIT 8

A Few Historical Facts Phase Period Phase Name Characteristic Early 1900s - Late 1950s Introductory Period Single Services Late 1950s - Mid 1960s Awareness Period Separate Services Mid 1960s - Late 1970s Necessity Period Integrated Services Late 1970s - Late 1980s Integration Period Combined Services Late 1980s - Late 1990s Differentiation Period Incorporate Services Late 1990s - Today Corporate Period Corporate Services Chrisoula Papadopoulou, MIT 9

Factors Influencing TPL Development Economic PLESaNT Legal Social Political TPL Technological Natural New Phenomena Internationalization Virtual Organizations Time & Cost Competition High Customer Awareness Chrisoula Papadopoulou, MIT 10

The TPL Survival Guide Cost efficiency of services Low but flexible costing Company control maintenance over the TPL services Compatible information technology Operational efficiency Technological development Specialization (service or industry) Consistency & reliability of services Maintenance of long-term contracts Chrisoula Papadopoulou, MIT 11

Current TPL Market

TPL Industry is Growing TPL Market ( $ Billions ) 54.0 Total logistics activities make up 15-20% of finished product costs (International Warehouse Logistics Association). 34.2 39.6 46.0 Inventory is expensive: U.S. companies spend $4 billion a year on inventory interest, $8 billion on taxes, obsolescence, depreciation and insurance, and $2 billion on warehousing (Cass Information Systems). 1997 1998 1999 2000 Nearly 75 percent of U.S. manufacturers and suppliers are either using or considering a contract logistics service, and that figure is growing (Ernst & Young LLP, 2000) About 60 percent of 123 companies surveyed using a third-party logistics firm said logistics was a core competency, and almost 80 percent thought that logistics represented a key competitive advantage (Ernst & Young LLP, 2000) Chrisoula Papadopoulou, MIT 13

Top TPL by Excellence 1. Ryder 2. FedEx Supply Chain Services (tie) UPS Logistics 3. Menlo Logistics 4. C.H.Robinson 5. Exel (tie) Schneider Logistics 6. TLC 7. Penske 8. APL Logistics 9. Danzas AEI (tie) Hub Group 10. TNT Logistics (tie) USCO Logistics EGL Eagle Global Logistics Inbound Logistics, 2001 Chrisoula Papadopoulou, MIT 14

Top 30 TPL by Profitability & Revenues (1998) Top 30 3PLs in 1998 (Estimated Profitability and Revenues) 3PL Profitability Ratios Net Revenue ($millions) Net Income ($millions) AEI 89.6 $490 $51 CH Robinson 82.4 $237 $42 Caliber 97 $310 $9 Cat Logistics 91.5 $264 $22 Circle 91.4 $281 $24 CTI 95.6 $337 $15 DSC 97.7 $215 $5 Exel 98.2 $441 $8 Expeditors 89.7 $303 $31 FedEx 94.3 $104 $6 Fritz 97.9 $558 $12 GATX 100.5 $246 ($1) Hunt Dedicated 95.9 $290 $12 Hunt Logistics 61.6 $16 $6 Menlo 99.4 $248 $2 MS Dedicated 95.1 $35 $2 MS Logistics 90.9 $6 $1 Penske Logistics 96 $600 $24 Rollins 97.7 $130 $3 Ryder Logistics 96.8 $588 $12 Ryder Dedicated 98.1 $851 $20 Schneider Dedicated 93 $740 $52 Schneider Logistics 90.0 $170 $17 Swift 90 $118 $12 Tibbett & Britten 98 $572 $12 UPS WW Logistics 93 $307 $21 USF Logistics 96.3 $125 $5 Werner 90 $140 $14 Total 95.0S $8,721 $439 Armstrong & Associates, 2001 Chrisoula Papadopoulou, MIT 15

Top 40 Largest TPL per Revenue (2000) Provider Largest 40 Providers ($m) Net Logistics Revenue ($m) Gross Logistics Revenue Danzas/AEI Ryder Exel Americas Penske Logistics Schneider Dedicated NorthAmerican UPS Logistics T & B EGL APL Americold Fritz TNT NA Expeditors USF Logistics JB Hunt Dedicated Menlo C. H. Robinson Cat Logistics FedEx Ruan BAX IM-Logistics Airborne USCO DSC GENCO Schneider Logistics Werner Dedicated Hub Swift Kenco Logistics Insights NDC Standard Cardinal TLC Pacer CCW NFI 3,624 1,728 1,550 1,060 1,035 845 815 766 720 714 650 619 602 548 539 479 445 419 363 350 350 260 243 240 235 213 205 205 204 173 167 145 134 129 122 118 110 93 60 11,180 2,150 2,287 2,212 1,035 845 1,021 766 1,861 782 650 1,613 720 1,695 539 479 891 2,882 363 545 450 403 30,000 240 235 213 205 819 375 1,384 167 184 342 129 122 130 130 504 60 Armstrong & Associates, 2001 Chrisoula 60 Papadopoulou, 100 MIT 16

Which TPL is the Oldest? APL C.H.Robinson Worldwide UPS Caterpillar Ryder Tibbett & Britten (UK) Penske FedEx EGL Exel Logistics (UK) Menlo Worldwide Logistics 1846 (but named APL 1953) 1905 1907 1915 1933 1958 1969 1971 (Roberts Cartage 1947 Ohio & Viking Freight 1966 Cal) 1984 1989 (NFCo 1982 NFC acquires Merchants Home Delivery & Dauphin Distribution Services) 1990 by CNF Inc. Chrisoula Papadopoulou, MIT 17

Types of TPL Providers (TPLP)

Classification of TPLP Service Simple service Combined service Added value services Industry Contract Public Private Chrisoula Papadopoulou, MIT 19

TPL/Service Examples Warehousing Exel Tibbet & Britten USCO Trucking Frans Maas J.B. Hunt Logix Penske Logistics (Leaseway) Ryder Integrated Logistics Schneider Ocean Carriers APL Nedlloyd Air Freight DHL FedEx LEC&C / Caliber UPS - WWL Industry Caterpillar Logistics Fluor Daniel GATX W.W. Grainger Logistics Management Menlo TNT Logistics Value Added Logistics Services C.H. Robinson Danzas Fritz Hub Group Kuehne & Nagel Schenker Logistics Consulting Andersen Consulting GE Capital Chrisoula Papadopoulou, MIT 20

Current Use of TPL by Industry Industry Percentage of 3PL use in different industries Computer Consumer Retail Chemical Medical 82.2 75.9 71.1 61.4 56.2 Auto 53.8 Modern Materials Handling,, 2000 Chrisoula Papadopoulou, MIT 21

Classification by Contract Public Carriers Common carriers Contract carriers Exempt carriers Private carriers Chrisoula Papadopoulou, MIT 22

Role of TPL in Supply Chain & Company Performance

Logistics Chain Supplier Transportation Sourcing Transportation Inventory I: Raw Material Transportation Inventory II: Finished Product Transportation Production Transportation Physical Distribution Transportation Customer/ Buyer Transportation Recycling Chrisoula Papadopoulou, MIT 24

TPL Relations between Buyer-Supplier Supplier TPL Customer/ Buyer Chrisoula Papadopoulou, MIT 25

The Participation of TPL in the Supply Chain of A Product $ 450 What is the role of third party logistics providers in this virtual supply chain? Can you guess how many third party logistics providers participate in the manufacture of cotton trousers? Chrisoula Papadopoulou, MIT 26

Chrisoula Papadopoulou, MIT 27

Some Issues to Think About How much logistical knowledge and coordination do you estimate that is needed? At which stages of the supply chain of the product would you recommend logistics outsourcing and why? What would be the criteria? How the current events would affect the logistics flow of the products? What would be the issues raised? Chrisoula Papadopoulou, MIT 28

The Supply Chain of TPL Suppliers Resource Suppliers Asset Based Management Based Integrated Service Information Technology Technology & Material Handling Banking Transportation Carriers Exporting Arrangements Warehousing & Property Brokerage Legal Administration Human Resources Product Suppliers Spare Parts Final Product Manufacturer I (Spare Parts) Wholesaler TPL Provider Buyers Manufacturer II Dealer or Intermediate Final Customer Chrisoula Papadopoulou, MIT 29

Participation of TPL in Company Performance Strategic Planning Operations Efficiency Logistics Competencies Speed Know-how Cost efficiency Chrisoula Papadopoulou, MIT 30

Logistics Outsourcing

Definition Outsourcing is the contracting of the management & operational control of logistics functions to unrelated third party companies. Companies providing contractual Logistics services are referred to as Third Party Logistics Providers (TPLP). Chrisoula Papadopoulou, MIT 32

Why Outsourcing? To acquire an expertise, talent and resources that don't exist internally, based on competitive advantage special resources special knowledge To let the company focus on its core competencies To enhance operations and customer service To improve its processes by cutting costs and avoiding capital expenditures passing up labor problems shun costs of regulations Chrisoula Papadopoulou, MIT 33

Customer Evaluation of Outsourcing Somewhat succesful 54 Success Rate Extremely succesful Neutral or quite unsuccesful 17 29 0 20 40 60 4 out of 5 companies that outsource their logistics function are satisfied with their TPL performance. Percentage Key Market/Key Customer Study, 1997 Chrisoula Papadopoulou, MIT 34

Outsourcing Trends in US Inventory Management All S upply Chain Funct ions Order P rocessing & Fulfillment Product Returns Packaging Fleet Management Shipment Planning Information Systems Carrier S elect ion & Rat e Negot iat ion W/ H Ope ra t ions Freight Payments & Auditing 4 6 4 4 4 12 7 8 5 18 27 27 31 37 42 35 43 46 42 48 47 50 54 53 62 70 71 78 81 91 110 134 264 0 50 100 150 200 250 300 Currently Outsourcing Expect to Outsource No Longer Outsourcing Chrisoula Papadopoulou, MIT 35

What to Consider (1) Purpose & Scope Level of outsourcing Type of operations for outsourcing Specifications of company logistics operations Fixed and variable of costs of the operation to be outsourced Strengths and limitations Customers requirements of each of their own supply chain specifications Impact on customer service Implications of potential outsourcing problems on the company service Company s expectations from the TPL Company and TPL compatibility level Chrisoula Papadopoulou, MIT 36

What to Consider (2) Operational Issues Management responsibility of the TPL introduction Transition outsourcing analysis Impact of potential failure on business and my customers Potential Barriers & Issues Open discussions on TPL past experience on the specific industry or services to be outsourced Current customer evaluation and issues that have been encountered in the past while setting up the TPL outsourcing Chrisoula Papadopoulou, MIT 37

What to Consider (3) Financial & Time Implications Cost requirements Operations requirements Required time to set up and have running properly the outsourcing operations Requirements & Processes Feasibility of making necessary changes and/or requiring new technology Level of compatibility Potential Benefits Why do you want my business? Why should I select you? Chrisoula Papadopoulou, MIT 38

Selection Criteria for TPL

TPL Selection What is the best way to choose a third party logistics provider? It DEPENDS on the COMPANY SITUATION!!! Chrisoula Papadopoulou, MIT 40

Some Selection Criteria (1) Technology, quality, expertise, leverage Is this function or business their core competency? Responsiveness, delivery, cost, price Can this firm improve our performance (e.g., customer support &/or our bottom lie? Reputation, references, track record Is this firm already expertly performing this function for other firms? Balance sheet, access to capital, resources Does this firm have the wherewithal & drive to invest in itself & the partnership over the long term? Chrisoula Papadopoulou, MIT 41

Some Selection Criteria (2) Corporate culture fit, prospects for partnership, commitment & flexibility Can we work comfortably & smoothly with this firm to achieve our joint strategic objectives? Reputation & recommendations Customer level satisfaction Customer turnover rate Area of service coverage Added value services Order processing Financial stability and punctuality Chrisoula Papadopoulou, MIT 42

Successful TPL Contracts

Logistics Contracts Scope of services Removing the Barriers Must consider both the functions (i.e. W/H) and the geographical region involved (i.e.: North America) One technique is to divide the total scope into function/region pairs Supply chain alignment Business & provider communication alignment Level of data sharing International issues & contract barriers Berzon, M., 1999 Chrisoula Papadopoulou, MIT 44

Contract Issues/Revenue Benchmarks f or Gain Sharing Sof tw are Protection Confidentiality EDI Data Standards Service Standards Rate Adjustment Compesesion Method Cargo Liability Min Term 13% 26% 23% 35% 24% 38% 49% 70% 21% 63% 57% 69% 43% 59% 75% 96% 75% 88% 92% 64% > $10 million < $10 million 0% 20% 40% 60% 80% 100% Total Total participants participants = = 110 110 (40% (40% shippers, shippers, 60% 60% TPL), TPL), with with 40% 40% < < $10 $10 million million,, 25% 25% < < $30 $30 million million revenues, revenues, and and 44% 44% < < 3 3 contracts/year, contracts/year, 21% 21% >10 >10 contracts/year contracts/year Spira, R. 1999 Chrisoula Papadopoulou, MIT 45

Successful Contracts (1) Focus on performance and value employ specific measures specify performance objectives based on the measure (the what - not the how) & value Emphasize flexibility written cooperative to balance risk contain contract adjustment mechanisms often provide rewards & penalties tied to performance incentive contracts Chrisoula Papadopoulou, MIT 46

Successful Contracts (2) Also look at Fair allocation of revenue and costs Open flow of information Long-term view Contacts on several levels of the organisation i.e. from transactions based to partnership business arrangement Chrisoula Papadopoulou, MIT 47

A Checklist for Logistics Contracts (1) Financial Strength Leading accounts Total annual revenues Trends in business development Annual revenues in contract Accounts lost Logistics services Support services Total assets Assets employed contract Logistics services Financial rating Business experience Years providing contract logistic services Depth of management experience Strength of operating management Quality of workforce Labor/management relations Business development Corporate commitment to contract logistics Overall corporate strategy Can human resources be phased in & out? Is the insurance program adequate? Does the safety program support the insurance strategy? Are information systems robust? Are communications state of the art? Business arrangements Open book cost disclosure Incentives for performance Recapture of excess profits Provisions for replacement Independent financial audits Delaney, R., Cass Logistics, 1996 Chrisoula Papadopoulou, MIT 48

TPL Relationship Management

Secrets to Success Communications Flexibility Innovation Integrity Personal service Productivity Relationship management Responsiveness Technical competence Value Michael F. Corbett & Associates Chrisoula Papadopoulou, MIT 50

Current TPL Challenges

Current TPL Challenges Industrial Dynamics Logistics Flexibility Technological Advancements Anticipation of Future Trends Chrisoula Papadopoulou, MIT 52

Looking for the Future. So the bottom line is: Real-Time and Real- Cost Competition Customer Service Vision & Diversification Chrisoula Papadopoulou, MIT 53

Discussion & Questions Chrisoula Papadopoulou, MIT 54