Sample

• P2.4
• P1.2
• D1.3
• ED.4

Include/Exclude Included items in normal font

/simplify
Excluded items in italics
process
element detail Items to be included from dependent process elements or to simplify in RED

Key Input (source) Part of core model in bold

and output
(destination) Outside model boundary in normal font

Core model AS-IS existing practice

components
and detail TO-BE change
 Actor (location) Customer; distributor and wholesaler

Inputs P2.4 Establish sourcing plans Outputs

(relates to experimental factors) The establishment of courses of action over (relates to performance criteria)
N/A specified time periods that represent a Sourcing plans An aggregated material requirements
None
projected appropriation of supply resources to P1.2, P3.2, plan used to schedule material
identified
N/A P4.2, ES.3, deliveries to meet the production plan
meet sourcing plan requirements (SCOR, V.9,
ES.4, S1.1,
2008). D1.3 N/A

Communicate sourcing For IO.1: Visibility of

plan each week to
associated plan, [source, if
1
deemed inside the model
boundary] and deliver
process categories
sourcing plan in real-
time (no time delay)
to all supply chain
actors

Include/Exclude Included items in normal font

process element detail Excluded items in italics

Input (source) and Part of core model in bold

Key output (destination) Outside model boundary in normal
font
Associated IO IO.1 Core model AS-IS existing practice
components and detail TO-BE change
Associated metric N/A
 Actor (location) Customer

Inputs P1.2 Identify, prioritise and Outputs

(relates to experimental factors) aggregate supply-chain resources (relates to performance criteria)
Execution information necessary to plan the balance The process of identifying, prioritising, and All sources of supply for beer for a 1
aggregating as a whole with constituent parts, Supply chain
Planning of supply chain resources to demand requirements week horizon and interval
all sources of supply that are required and add resources
data EP.3
No change value in the supply chain for crates of beer over P1.3 No change
a one week planning horizon and interval
The inventory consists of all finished goods held in
Inventory stock The inventory held available in
No
1 finished goods stock is
No change change
identified (sources of supply)
Plan of deliveries needed for a 1 week period that No deliveries are prioritised
appropriate supply resources to meet delivery and there are no production
Delivery requirements. There are no delivery plan constraints No
2 capacity constraints. All
plans P4.4 (e.g. An infinite capacity is assumed) change
orders are fulfilled to the
extent possible each week.
No change
The supply chain resource
Make/buy An infinite capacity is assumed
requirements are No
decision 3
communicated each week for change
EP.5 No change
a one week planning horizon
Outsource No third party suppliers are used - EXCLUDE
plan EP.5,
EP.6 N/A

The master production plan assumes an infinite

Production capacity, so this does not limit the production
plans P3.4 requirement - SIMPLIFY

No change

An aggregate material requirements plan used to

schedule material deliveries to meet production plan.
Sourcing
plans P2.4 For IO.2: The planning horizon and interval can be
longer depending upon actor location in relation to
customer role

Revised No business planning or capital expenditures - Included items in normal font

capital EXCLUDE Include/Exclude
plans EP.5, process element detail Excluded items in italics
EP.6 No change
Input (source) and Part of core model in bold
Key output (destination) Outside model boundary in normal
Associated IO IO.2 (digital links) font
Core model AS-IS existing practice
Associated metric None components and detail TO-BE change
 Actor (location) Factory; distributor and wholesaler

Inputs D1.3 Reserve inventory and determine Outputs

(relates to experimental factors) delivery date (relates to performance criteria)
The weekly delivery plan of crates of Inventory (both on hand and scheduled) is identified and On-hand stock to support customer
Delivery plan beer reserved for each customer order that occurs and service (finished goods). The time
P4.4 scheduled weekly required between from the receipt of
No change Delivery date
D1.4 the order until the item should be
The on-hand inventory is identified delivered is a two period delay.
The availability of finished good stocks 1 No change
Inventory and reserved for each order
availability to service customers - INCLUDE No change
M1.2 No change The remaining orders (equal to The signal that indicates when to
current inventory minus the sum of transport items in a pull replenishment
The aggregate material requirements 2 the current orders and backorder) No change Replenishment
signal S1.1 system (one period delay).
Sourcing plan used to schedule material are backlogged, to be met as soon
plans P2.4 deliveries to meet production plan as possible No change
No change The orders that have been received
The delivery date is committed and
3 No change and entered into the order processing
The plan that authorises the factory to scheduled each week
system and are in a queue waiting to
manufacturer a certain quantity of
Order be processed and shipped (no
Production crates of beer. Only the factory
A replenishment signal is sent to backlog P1.1 capacity constraints – all orders must
schedule manufactures product, but has 4 No change
indicate when to transport items be satisfied)
M1.1 unlimited finished good stock, so can
be ignored - SIMPLIFY
No change
No change
Inventory Finished good stocks on hand used to
An accurate order, not significant to availability/ support customer service requirement
Validated model in this instance - EXCLUDE delivery date
order D1.2 P4.2 No change
No change
Transaction related to sending the
Assumed infinite capacity, so no need
Shipments product to the customer
Production for a master production plan -
SIMPLIFY P1.1
plan P3.4 No change
N/A

Associated
None
IO

Associated RL.2.1 % of Orders

metric Delivered in Full
 Actor (location) Factory; distributor and wholesaler

Inputs ED.4 Manage finished goods inventories Outputs

(relates to experimental factors) The process of establishing and maintaining finished (relates to performance criteria)
good, inventory limits and levels, replenishment models,
Customer No customer data is updated or stored Finished Finished product inventory is held prior
ownership, product mix, stocking locations
master goods to shipment at a storage location
database/up inventory
N/A Determine the inventory An experimental No change
to date ED.3 1 location S1.4
limit and level factor
Order size can be any integer including No target levels determined
0. Orders are received weekly from the Use a pull system Finished
Order rules immediate customer goods A min-max inventory system is used.
2 replenishment model (using No change
ED.1 inventory The target inventory is equal to the
customer demand)
For IO.1 Customer orders can be seen target levels order point plus a variable order
in real-time by all actors Maintain stocking location P4.2 quantity. This will impact on order
3 (finished good inventory No change deliveries.
Scrap No scrap to be included location)
authorisation Delivery performance is measured in
ED.8 N/A relation to satisfying order requirement
Delivery Actual supplier performance is
One product, crates of beer so this
Product mix performance measured against the standard set,
does not need to be included
and plans ED.2 providing feedback to achieve and
N/A maintain performance required to meet
the desired service level
Existing Available data that quantifies finished
inventory data goods inventories No order rules are currently set
S1.4, D1.8 N/A Inventory The desired finished product levels of
rules ED.4 crates of beer includes order quantity
Integrated No integrated supply chain planning levels and safety stock levels. This will
supply chain occurs impact on order deliveries.
plan N/A

No rules exist hat determine the

desired levels of finished good stock,
Inventory including order quantities and safety
rules ED.4 stocks

Will be used as an experimental factor

Include/Exclude Included items in normal font

process element detail Excluded items in italics

Input (source) and Part of core model in bold

Key output (destination)
Associated IO None Outside model boundary in normal
font
CO.3.67 Cost to Manage Finished Goods Inventories AS-IS existing practice
Associated metric Core model
RL.2.1 % of Orders Delivered in Full components and detail TO-BE change
Old
 Actor (location) Customer

Inputs P1.1 Identify, prioritise, and aggregate Outputs

(relates to experimental factors) supply chain requirements (relates to performance criteria)
Revise No forecasts are made by the customer The process of identifying and aggregating all sources of The sources of demand for crates of
business demand for crates of beer, every week. beer each week
assumptions N/A
one week delay in receiving No change Supply chain For IO.1: Visible to all supply actors in
Actual orders and backorders are 1 the requirements real-time
received from the immediate order from the customer
downstream actor (or in the case of the For IO.2: Communicated to the
retailer, external customers). There is immediate supplier without delay
For IO.1: Customer
Customer one week delay in receiving the order requirements are
requirements from customer. visible to all actors in
The supply chain real-time (no delay)
Customer requirements are either requirements for crates of
visible to all actors (IO.1), or 2 beer are communicated For IO.2: Customer
communicated using EDI to the each week for a one week requirements are
immediate supplier [distributor] (IO.2) planning horizon communicated to the
immediate supplier
Revised No supply chain forecasts are made. [distributor] without
aggregate delay
forecast and N/A
projections

Transactions related to sending the

product to the external customer (2
Shipments week delivery time).

No change

Execution information necessary to

plan the balance of supply chain
Planning data resources to demand

No change

Orders that have been received and

entered into the order processing
system and are in a queue waiting to
be processed and shipped.

Include/Exclude process Included items in normal font

Order backlog For IO.1: Each actor will have visible
access to orders and backorders element detail Excluded items in italics
For IO.2: The immediate supplier
Key
Core model components and AS-IS existing practice
(distributor) has access to this
information detail TO-BE change
 Actor (location) Customer

Inputs P1.2 Identify, prioritise and aggregate Outputs

(relates to experimental factors) supply-chain resources (relates to performance criteria)
Execution information necessary to The process of identifying, prioritising, and aggregating as All sources of supply for beer for a 1
a whole with constituent parts, all sources of supply that Supply chain
Planning data plan the balance of supply chain resources week horizon and interval
resources to demand requirements are required and add value in the supply chain for crates
EP.3 of beer over a one week planning horizon and interval P1.3 No change
No change
The inventory held available in finished No
1
The inventory consists of all finished goods stock is identified change
Inventory goods held in stock
The delivery plan determines how much No
No change 2 stock needs to be delivered (an infinite change
capacity is assumed)
Plan of deliveries needed for a 1 week
period that appropriate supply The production plan is checked, an No
3
Delivery resources to meet delivery infinite capacity is assumed change
plans P4.4 requirements
The sourcing plan aggregates the No
No change material requirements plan used to change
4
schedule material deliveries to meet the
Make/buy An infinite capacity is assumed production plan
decision EP.5 No change The supply chain resource requirements No
5 are communicated each week for a one change
Outsource No third party suppliers are used week planning horizon
plan EP.5,
EP.6 No change

The master production plan assumes

Production an infinite capacity
plans P3.4
No change

An aggregate material requirements

plan used to schedule material
Sourcing deliveries to meet production plan.
plans P2.4
The planning horizon and interval is
longer (2 weeks)

Revised No business planning or capital

Include/Exclude Included items in normal font
capital plans expenditures
process element detail Excluded items in italics
EP.5, EP.6 No change
Input (source) and Part of core model in bold
Key output (destination) Outside model boundary in normal
font
Core model AS-IS existing practice
components and detail TO-BE change
 Actor (location) Customer

Inputs P1.4: Establish & communicate supply- Outputs

(relates to experimental factors) chain plans (relates to performance criteria)
The establishment and communication of courses of A plan that represents a projected
None action over weekly planning horizon and interval, appropriation of supply-chain
identified representing a projected appropriation of supply-chain resources to meet supply-chain
resources to meet supply-chain requirements requirements sent weekly
Supply Chain
The workflow from the No change Plans P2.1; For IO.1: Supply chain plan visible to
balanced supply chain P4.1; EM.7 all actors
1
resources with supply chain
requirements is received For IO.2: Supply chain plan
communicated in real-time without
No change delay to the distributor
The supply chain plan is
2
communicated

Include/Exclude Included items in normal font

process element detail Excluded items in italics

Input (source) and Part of core model in bold

Key output (destination) Outside model boundary in normal
font
Core model AS-IS existing practice
components and detail TO-BE change
 Actor (location) Factory; distributor and wholesaler

Inputs D1.3 Reserve inventory and determine Outputs

(relates to experimental factors) delivery date (relates to performance criteria)
The weekly delivery plan of crates of Inventory (both on hand and scheduled) is identified and On-hand stock to support customer
Delivery plan beer reserved for each customer order that occurs and service (finished goods). The time
P4.4 scheduled weekly required between from the receipt of
No change Delivery date
D1.4 the order until the item should be
The on-hand inventory is No change
delivered is a two period delay.
Inventory The availability of finished good stocks 1 identified and reserved for
to service customers each order No change
availability
M1.2 No change The remaining orders No change The signal that indicates when to
(equal to current inventory transport items in a pull replenishment
The aggregate material requirements minus the sum of the Replenishment
signal S1.1 system (one period delay).
Sourcing plan used to schedule material 2 current orders and
plans P2.4 deliveries to meet production plan backorder) are backlogged, No change
to be met as soon as
No change The orders that have been received
possible
and entered into the order processing
The plan that authorises the factory to system and are in a queue waiting to
The delivery date is No change
manufacturer a certain quantity of be processed and shipped (no
3 committed and scheduled Order
Production crates of beer. Only the factory capacity constraints – all orders must
each week backlog P1.1
schedule manufactures product, but has be satisfied)
M1.1 unlimited finished good stock, so can A replenishment signal is No change
be ignored 4 sent to indicate when to No change
transport items
No change
Inventory Finished good stocks on hand used to
An accurate order availability/ support customer service requirement
Validated
order D1.2 delivery date
No change No change
P4.2
Assumed infinite capacity, so no need
Production Transaction related to sending the
for a master production plan
plan P3.4 Shipments product to the customer
No change P1.1
No change

Include/Exclude Included items in normal font

process element detail Excluded items in italics

Input (source) and Part of core model in bold

Key output (destination) Outside model boundary in normal
font
Core model AS-IS existing practice
components and detail TO-BE change
 Actor (location) Factory; distributor and wholesaler

Inputs ED.4 Manage finished goods inventories Outputs

(relates to experimental factors) The process of establishing and maintaining finished (relates to performance criteria)
good, inventory limits and levels, replenishment models,
Customer Finished
ownership, product mix, stocking locations
master goods
database/up inventory S1.4
to date ED.3 1
Finished
Order rules goods
ED.1 inventory
2 target levels
Scrap P4.2
authorisation
ED.8 3 Delivery
performance
Product mix ED.2
and plans
4
Existing Inventory
inventory data rules ED.4
S1.4, D1.8

Integrated
supply chain
plan

Inventory
rules ED.4

Include/Exclude Included items in normal font

process element detail Excluded items in italics

Input (source) and Part of core model in bold

Key output (destination) Outside model boundary in normal
font
Core model AS-IS existing practice
components and detail TO-BE change
 Actor (location) Factory; distributor and wholesaler

Inputs P2.1 Outputs

(relates to experimental factors) (relates to performance criteria)

Include/Exclude Included items in normal font

process element detail Excluded items in italics

Input (source) and Part of core model in bold

Key output (destination) Outside model boundary in normal
font
Core model AS-IS existing practice
components and detail TO-BE change
 Actor (location) Factory; distributor and wholesaler

Inputs P2.2 Outputs

(relates to experimental factors) (relates to performance criteria)

Include/Exclude Included items in normal font

process element detail Excluded items in italics

Input (source) and Part of core model in bold

Key output (destination) Outside model boundary in normal
font
Core model AS-IS existing practice
components and detail TO-BE change
 Actor (location) Factory; distributor and wholesaler

Inputs P2.3 Outputs

(relates to experimental factors) (relates to performance criteria)

Include/Exclude Included items in normal font

process element detail Excluded items in italics

Input (source) and Part of core model in bold

Key output (destination) Outside model boundary in normal
font
Core model AS-IS existing practice
components and detail TO-BE change
 Actor (location) Factory; distributor and wholesaler

Inputs P2.4 Outputs

(relates to experimental factors) (relates to performance criteria)

Include/Exclude Included items in normal font

process element detail Excluded items in italics

Input (source) and Part of core model in bold

Key output (destination) Outside model boundary in normal
font
Core model AS-IS existing practice
components and detail TO-BE change
 Actor (location) Factory; distributor and wholesaler

Inputs P1.1 Outputs

(relates to experimental factors) (relates to performance criteria)

Include/Exclude Included items in normal font

process element detail Excluded items in italics

Input (source) and Part of core model in bold

Key output (destination) Outside model boundary in normal
font
Core model AS-IS existing practice
components and detail TO-BE change
 Actor (location) Factory; distributor and wholesaler

Inputs D1.12 Outputs

(relates to experimental factors) (relates to performance criteria)

Include/Exclude Included items in normal font

process element detail Excluded items in italics

Input (source) and Part of core model in bold

Key output (destination) Outside model boundary in normal
font
Core model AS-IS existing practice
components and detail TO-BE change
 Actor (location) Factory; distributor and wholesaler

Inputs D1.13 Outputs

(relates to experimental factors) (relates to performance criteria)

Include/Exclude Included items in normal font

process element detail Excluded items in italics

Input (source) and Part of core model in bold

Key output (destination) Outside model boundary in normal
font
Core model AS-IS existing practice
components and detail TO-BE change
 Actor (location) Factory; distributor and wholesaler

Inputs ES.4 Outputs

(relates to experimental factors) (relates to performance criteria)

Include/Exclude Included items in normal font

process element detail Excluded items in italics

Input (source) and Part of core model in bold

Key output (destination) Outside model boundary in normal
font
Core model AS-IS existing practice
components and detail TO-BE change