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White Paper Samplers

How to access these white papers:
This is a listing of free white papers published by Oliver Wight consultants and associates. White papers are freely available to Proven Path Members. If you are already a Proven Path member, access these white papers by going to the URL (website address) provided to you when you initially signed up. If you can not remember the URL, look in your "Favorites" or "Bookmarks." If you still can not locate it, email us. To become a Proven Path member simply register...

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Guiding and Improving Lean Manufacturing (and other initiatives) with Integrated Business Management
Rick Burris

The principles of Lean Manufacturing improve quality, delivery, and cost in manufacturing companies. But discarding or abandoning non-Lean improvement activities runs the risk of making Lean initiatives less effective. The stringent application of Lean as the only worthy improvement activity can produce unintended consequences that hinder the energy and enthusiasm organizations need for Lean success. This white paper presents four examples to support this position.

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  Guiding and Improving Lean Manufacturing (and other initiatives) with Integrated Business Management
 

Gain Future Leverage by Managing Improvements During an Economic Downturn
Rick Burris

Many companies miss the counterintuitive opportunity to fine-tune their businesses during the stressful period of managing in a down economy or market. Senior executives are so consumed with addressing the day-to-day turmoil of declining sales and cut-throat competition, they fail to prepare to take advantage of the inevitable upturn in business conditions. Surviving until the market turns is obviously a key priority, but the real future of the company is in its ability to lead the competition when economic opportunity again becomes the business driver.

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  Gain Future Leverage by Managing Improvements during an Economic Downturn
 

Sustainable High Performance and Profitability- “The Journey That Never Ends”
Wilson Stefano Jr.

The purpose of this white paper is to introduce and describe the steps necessary to start on the journey to Sustainable High Performance and Profitability and how to do it in a holistic manner.

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  White Paper: Sustainable High Performance
 
Push Versus Pull – Perception Versus Reality
Daniel Araujo and Jim Correll

“Push” and “Pull” are terms that have become synonymous with specific supply chain designs.  Understanding the differences in demand and supply characteristics is extremely important to determine the appropriate model for managing products.  To compete in the future, the selection and application of the correct model to the various characteristics is critical for manufacturing companies.  Jim Correll and Daniel Araujo discuss the need to examine business strategies, customer requirements, and the actual supply chain.

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  White Paper
 

Laying the Foundation:


Five Steps to 95 Percent Inventory Record Accuracy -- Guaranteed
Jim Correll

The world-class standard for inventory record accuracy today stands at 99.5 percent--as a minimum. While only a relatively few organizations even can claim they are performing at or above this standard, the harsh reality is that most companies still are struggling with inaccurate inventory records. From a financial perspective alone, it is imperative that inventory records be accurate and timely just to meet the mandates of Sarbanes-Oxley. The goal, however, not only is to improve inventory record accuracy, but also to sustain it and to continuously improve upon it. To start the improvement process, this white paper will describe a five-step program that will enable the reader to achieve greater inventory record accuracy.

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  Laying the Foundation: Five Steps to 95 Percent Inventory Record Accuracy
 
Securing the Right People to Lead Your Change Initiative
Shirley A. Chambliss

Massive change efforts are regularly undertaken by organizations of various size and scope; none are immune. Yet these initiatives frequently require major infusions of resources, both capital and human, to implement the “change.”

What is lacking in the majority of change efforts is an analysis to ascertain whether or not the change effort has a chance to survive the personalities that will be held accountable for securing its benefits. There’s also the need to study the readiness of the organization itself and its culture for change.

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   Securing the Right People to Lead Your Change Initiative
 

Forecast Measurement and Evaluation:
Critical to a Successful Implementation

George Palmatier

In this white paper, George stresses the importance of forecasting and why accuracy should be measured. You will find information on how to measure forecasts, what to expect, how to evaluate results, and how to handle inaccuracies. George then leads into a discussion on customer linking and CPFR.

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  forecast measurement and evaluation
 

Role of the S&OP Coordinator in the Integrated Reconciliation Step of the S&OP Process
Colleen Crum and Rob Tearnan

This white paper discusses the importance of the Integrated Reconciliation Process, how it works, and who is responsible. There is also a review of symptoms that the process needs improvement.

 

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  sop coordinator role
 

Management Business Review
Critical to a Successful Implementation

Colleen Crum and George E. Palmatier

The Sales and Operations Planning process consists of a series of steps, the Management Business Review being one of them. In this white paper, Coco and George review the typical agenda for a management business review, questions that should be asked, and the role of the general manager or president.

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  management business review white paper
 

S&OP Data Management
Critical to a Successful Implementation
Rob Tearnan

Sales and Operations Planning (S&OP) is widely considered a best practice management methodology for manufacturing, engineering and distribution organizations. A mature process enables strategic management visibility of the status of strategic initiatives and identification of gaps between current plans and strategic goals. Successful companies understand that S&OP is a critical strategic process used by companies both large and small.

 

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  White Paper
 

Strategic Planning
An Executive's Guide
George Palmatier

In this white paper, George Palmatier discusses strategic thinking, development and deployment including techniques for communication, alignment and continuous evaluation of the strategic planning process.

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  White Paper
 

Business Excellence Assessment
Doug Burns

This paper describes, in detail, the assessment process to identify strengths and weaknesses in organizational practices and to drive continuous improvement through all levels of the organization.

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  White Paper
 

Sales and Operations Planning
Management's Control Lever
Doug Burns

Effective sales and operations planning processes can be difficult to achieve. In this paper, Doug Burns describes keys to overcoming obstacles that plague top managers trying to implement well-designed, formal S&OP processes.

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  White Paper
 

Profit Chain Integration
Ron Ireland

Today, more than ever, you are experiencing increasing demands from your largest and most important customers to lower product pricing, reduce inventory stocking levels, and to become the most cost efficient and easiest trading partner with which to do business. In this white paper, Ronald Ireland describes the benefits of Profit Chain Integration (PCI) and the "Closed-Loop Supply Chain Total Solution".

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  White Paper
 

Linking CPFR® to S&OP
Ron Ireland and Colleen Crum

Leading companies continue their migration towards best practices and emerging technologies as they strengthen their supply chain, both within their own corporation and externally with their trading partners. Two leading industry supply chain best practices are now being linked together to leverage what each does best -- collaboration.This paper describes the vision, process, and value of linking CPFR and S&OP.

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  White Paper
 

Success with Fast Track S&OP
Robert Tearnan

This paper describes the five critical factors necessary to position an organization for a "Fast Track" S&OP implementation. The expectation is that the S&OP process will be operating at a Class A level within six months from initiating the process. If a company is considering the use of S&OP to improve performance, this paper is a "must read".

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  White Paper
 

Business Process Owners:
The Unsung Heroes
Dennis Groves

The business process owners, by maintaining high standards of performance, and by ensuring that the organization’s business processes are at world-class levels of operational effectiveness, keep the organization finely tuned.

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  White Paper
 

Collaborative Planning Forecasting & Replenishment
Ron Ireland

This paper describes in detail how many of today's leading companies are embarking on a path of collaboration with external trading partners, enabling improved overall value chain performance with CPFR®.

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  White Paper
 

Achieving and Sustaining Operational Excellence
Doug Burns

In this paper, Doug Burns describes how to effectively understand and utilize operational practices integral to managing your business as well as the importance of properly educating your people prior to the implementation of new processes, tools, and technologies.

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  White Paper
 

Lean and ERP
A Marriage Made in Heaven
Jim Correll

This paper is designed to help companies maximize results with ERP and Lean Manufacturing by seeing how they relate to each other, and by learning how to apply a combination of the two practices within a company environment.

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  White Paper
 

Sales and Operations Planning
An Executive Level Synopsis
George Palmatier

This synopsis is designed to help people new to S&OP understand how it works and where it can benefit their company. By understanding what the marketplace requires for delivery lead time and how that lines up with the manufacturing cycle time, a company can determine “where it should meet the customer.”

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  White Paper S&OP An Executive Level Synopsis
 

Demand Management:
Lessons Learned
George Palmatier and Colleen Crum

This white paper is based on the lessons learned by Oliver Wight consultants in helping companies, large and small, implement demand management processes over the past 20 years.  In this white paper George and Coco share the keys to success.

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  White Paper
 

Forecasting and Communicating Project Demand
George Palmatier

This paper is designed to help demand managers and planners recognize different demand streams and how to treat them, identify, categorize and review project demand, and how to forecast and communicate demand and develop "what if" scenarios and contingency plans.

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  White Paper
 

Role of Technology in Demand Management
George Palmatier and Colleen Crum

This is an excerpt from the book, Demand Management Best Practices: Process, Principles and Collaboration published by J. Ross Publishing. Coco and George write about best practice solutions that will improve overall business performance for supply chain partners and all functions within a company impacted by the demand management process.

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  White Paper
 

The Day Exuberance Trumped a Proven Process
Dennis Groves

This white paper is about ensuring that S&OP is adding value to the business.  It is about recognizing the importance of a formal S&OP process and the role that forecasting and demand management play in realizing the business benefits of that process.

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  White Paper
 

Strategic Planning:
What Does Excellence Look Like

Brant Slade

In this white paper, Brant Slade explains the four key elements of a good strategic planning process and how your company can become much more focused on what it takes to really win in the marketplace.

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  White Paper
 

Class A, Lean and Six Sigma
Robert Bailey and Donald McNaughton

This paper is intended to remove confusion about the numerous management systems and their subsets that compete for attention today .  It provides an overview of the three most commonly-used systems and the key areas of overlap to provide insight on how these management systems can be effectively integrated.

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  White Paper