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Planning and
Design Techniques
.-NIOREFBADL|PMTSC6
.,DRMAIETVGOZ|JULY2509
LM
DISCUSSION: Planning and
Design Techniques
Planning Methodology
Phase I: Problem
Definition and
Planning
Phase II: Data
Collection and
Analysis
Phase III:
Recommendations
and Implementation
Supply Chain Analysis Met
Work Application:
UNIONBANK – Cash
Mobilization System
Something New!
PLA N N IN G
M E TH O D O LO G Y
RESEARCH
PROCESS
Phase I: Problem Definition
and Planning
Phase I: Problem Definition and
Phase I: Problem Definition and
FEASIBILITY ASSESSMENT
The objective is to
understand the
environment, process and
performance
characteristics of the
current system and to
determine what, if any,
modifications appear
worthy of evaluation.
Situational Analysis
The collection of
performance measures,
characteristics and
information that describes
the current logistics
environment.
1. Internal Operational
Review
2. Market Assessment
3. Technology Assessment
Supporting Logic
The development of a
supporting logic to
integrate the findings of
the internal review, market
assessment and
technology study. This
constitutes the most
difficult part of the
strategic planning process.
Cost/Benefit Estimate
Estimating potential
benefits and risks
associated with performing
a logistics analysis and
implementing the
recommendation.
Project Planning
Any effort to identify and
evaluate strategic or
tactical alternatives must
be planned thoroughly to
provide a sound basis for
implementing change.
Statement of Objective
Documents the cost and
service expectations for
the logistics system
revisions. It is essential that
they be stated specifically
and in terms of measurable
factors. This also defines
market segments, time
frame and performance
expectations.
Statement of Constraints
The expected restrictions
on the scope of permissible
system modifications that
top management places.
Measurement of Standard and A
Identifying cost
assumptions and
performance objectives
essential to evaluate
recommendations.
Project Work Plan
On the basis of feasibility
and defined objectives,
constraints, standards and
analysis techniques, a
project work plan can be
developed.
Phase II: Data Collection and
Analysis
Phase II: Data Collection and An
Assumptions and Data Collection
Determination of the
appropriate analysis
technique for the planning
situation under
consideration. Options
available are analytical,
simulation and optimization.
Defining and Reviewing Assump
Completing an evaluation
of design alternatives. The
analysis should determine
the relevant performance
characteristics for each
alternative design or
strategy.
Sensitivity Analysis
Detailed Implementation
Recommendation
Schedules the
implementation and time-
phases the assignments
identified previously. The
schedule must allow
adequate time for acquiring
facilities and equipment,
negotiating agreements,
developing procedures and
training.
Acceptance
Implementation must
include adequate controls
to ensure that performance
as scheduled and that
acceptance criteria are
carefully monitored.
RESEARCH PROCESS MAP
Feasibilit
y
Assessment
Phase I
Project
Planning
Assumption
s and Data
Collection
Phase II
Analysis
Development of
Recommendation
Phase III
Implementati
on
SUPPLY CHAIN ANALYSIS MET
Cash Mobilization
System
RECEIVE
CALLS PREPARE
FROM CASH DISPATCH
REQUESTING REQUEST ROVING
CLIENTS TELLERS
RECEIVE E-
MAIL
REQUESTS
FROM
BRANCHES
WORK APPLICATION
Cash Mobilization
System
Cash Mobilization
System
Cash Mobilization
System
Cash Mobilization
System
Cash Mobilization
System
Cash Mobilization
System
SOMETHING NEW
Oracle Logistics
Oracle Logistics
Oracle Logistics
Oracle Logistics
Oracle Logistics
THANK YOU !