Supply Chain Process Flow/Work flow , Dashboard Shipping Plan
Budget: $15 – $25 USD
1. Map Out and Create Operations Process Flows for All Supply Chain Activities
Objective: Develop a comprehensive framework of supply chain workflows to identify inefficiencies
and optimize performance.
Steps to Complete:
Activity Identification: Document end-to-end processes, from procurement to final delivery.
Categorize into strategic (forecasting), operational (inventory management), and tactical (order
fulfillment) processes.
Stakeholder Input: Interview teams across procurement, warehouse, and logistics to uncover
process pain points.
Visual Mapping: Use tools like Lucidchart or similar, to create process flows, highlighting
financial metrics such as cost-per-shipment, inventory holding costs, and waste percentages.
Performance Metrics: Include lead times, error rates, and cost analysis in the process review.
Deliverable: Submit a visual flowchart with financial impact analysis and recommendations for
cost-saving initiatives.
Timeline Expectation: 2-3 weeks
ETC: January 24, 2025
2. Create Inventory Report as Highlighted by Duy
Objective: Deliver a detailed analysis of inventory health to improve turnover rates and reduce
storage costs.
Steps to Complete:
Data Collection: Extract real-time data from WMS on shortages, stockouts, and low-velocity
SKUs.
Financial Analysis: Calculate inventory turnover, carrying costs (including space and
obsolescence costs), and aged SKU value losses.
Visual Dashboard: Present data through Power BI or Excel dashboards with graphs
highlighting key metrics.
Insights and Actions: Recommend strategies like markdowns for aged SKUs, JIT
replenishment, or phasing out low-performing SKUs.
Deliverable: A professional report presenting cost reduction opportunities and ROI on
inventory adjustments.
Timeline Expectation: Starting with the month of January 2025
ETC: February 1 2025
3. Develop Forecasting/Planning Spreadsheet/Dashboard for 2025
Objective: Enhance decision-making through precise demand forecasting tied to financial metrics.
Steps to Complete:
Historical Data Analysis: Review 2023–2024 sales trends and correlate with seasonality and
growth or decline of each SKU’s velocity.
Visual Dashboards: Create dashboards/spreadsheets that can adjust forecasts based on
variables like supplier delays, market shifts, seasonality change.
Deliverable: A robust, interactive tool that aligns forecasted demand with supply chain costs.
Timeline Expectation: 5 - 6 weeks
ETC: Mid – Late February 2025
4. Map Out and Standardize Operational Tasks/Duties/Responsibilities
Objective: Improve accountability and efficiency by defining roles and tasks with measurable KPIs.
Steps to Complete:
Task Analysis: Conduct a detailed review of current roles and responsibilities. Link tasks to
financial outcomes such as order accuracy and cost-per-order.
Process Standardization: Write SOPs for critical tasks (e.g., order fulfillment, returns). Assign
responsibility metrics like pick accuracy rates or turnaround times.
Performance Review Framework: Establish monthly performance reviews tied to operational
KPIs.
Deliverable: A complete operational responsibility matrix with measurable outcomes linked to
P&L impact.
Timeline Expectation: 3 – 5 weeks (collaborating with Klesta/Spencer)
ETC: Mid-February 2025
5. Visit RJW and Unitrans for Audits and Process Improvement
Objective: Conduct thorough 3PL audits to ensure alignment with LQC’s performance expectations
and cost efficiency.
Steps to Complete:
Audit Preparation: Review current SLAs and financial metrics, including OTIF rates, freight
costs, and error-related billbacks.
On-Site Audit: Inspect inventory counts, packaging accuracy, and SKU lifespan. Interview
warehouse staff to understand operational gaps.
Financial Impact Review: Calculate the financial consequences of missed ASNs, OTIF
penalties, and warehouse inefficiencies.
Recommendations: Propose process improvements to reduce penalties and optimize freight
spending.
Deliverable: A comprehensive audit report with financial analysis and a roadmap for achieving
cost savings.
Timeline Expectation: Visit to Unitrans planned for Monday, Jan 6 th , 2025, Visit to RJW
planning for January 27 - 29
ETC: Within the first 2 weeks of February 2025
6. Develop Performance Metrics for Supply Chain Requirements
Objective: Align operational goals with measurable KPIs for cost efficiency and service excellence.
Steps to Complete:
KPI Definition: Set metrics for OTIF, order fulfillment accuracy, inventory holding costs, and
supplier lead times.
Financial Integration: Link KPIs to financial goals, such as reducing stockouts to increase
revenue.
Review Framework: Implement a monthly review process to track progress and adjust
strategies.
Deliverable: A performance dashboard that incorporates financial outcomes.
Timeline Expectation: Commencing with the month of January 2025
ETC: First week of February 2025
7. Develop a Program for Reviewing Logistics Market
Objective: Stay competitive by evaluating new service providers for cost and service improvements.
Steps to Complete:
Market Analysis: Benchmark rates and service levels from top providers.
Cost-Benefit Analysis: Analyze switching costs vs. potential savings in freight and storage.
RFP Development: Issue RFPs for new providers with clear performance expectations.
Deliverable: A quarterly market analysis report recommending provider adjustments to reduce
freight costs.
Timeline Expectation: 6-8 weeks
ETC: Early March 2025
8. Develop SOPs for SOS System
Objective: Create comprehensive instructions for system use that align with financial and operational
goals.
Steps to Complete:
Process Documentation: Write detailed instructions for each module, incorporating error-
reduction metrics and time savings.
Financial Metrics: Include cost savings and efficiency gains from automating tasks like order
tracking.
Training Program: Develop quick-reference guides and video tutorials for onboard staff
efficiently.
Deliverable: A complete SOS user manual.
Timeline Expectation: 4 weeks (collaborating with Klesta/Spencer)
ETC: Early February 2025
Timeline Table
Action Item Timeline Start Date ETC
1. Process Flows 2-3 weeks 12/27/2024 01/24/2025
2. Inventory Report Month of Jan 2025 01/01/2025 02/03/2025
3. Forecast/Planning 5-6 weeks 01/09/2025 02/28/2025
4. Standardize Ops Tasks 3-5 weeks 01/12/2025 02/21/2025
5. 3PL Inspection Audit Report 1 week after 3PL
visits
01/06/2025 02/14/2025
6. Performance Metrics
Dashboard
Month of Jan 2025 01/01/2025 02/07/2025
7. Logistics Market Review
Analysis
6-8 weeks 01/20/2025 03/03/2025
8. SOPs for SOS System 4 weeks 01/13/2025 02/10/2025
Objective: Develop a comprehensive framework of supply chain workflows to identify inefficiencies
and optimize performance.
Steps to Complete:
Activity Identification: Document end-to-end processes, from procurement to final delivery.
Categorize into strategic (forecasting), operational (inventory management), and tactical (order
fulfillment) processes.
Stakeholder Input: Interview teams across procurement, warehouse, and logistics to uncover
process pain points.
Visual Mapping: Use tools like Lucidchart or similar, to create process flows, highlighting
financial metrics such as cost-per-shipment, inventory holding costs, and waste percentages.
Performance Metrics: Include lead times, error rates, and cost analysis in the process review.
Deliverable: Submit a visual flowchart with financial impact analysis and recommendations for
cost-saving initiatives.
Timeline Expectation: 2-3 weeks
ETC: January 24, 2025
2. Create Inventory Report as Highlighted by Duy
Objective: Deliver a detailed analysis of inventory health to improve turnover rates and reduce
storage costs.
Steps to Complete:
Data Collection: Extract real-time data from WMS on shortages, stockouts, and low-velocity
SKUs.
Financial Analysis: Calculate inventory turnover, carrying costs (including space and
obsolescence costs), and aged SKU value losses.
Visual Dashboard: Present data through Power BI or Excel dashboards with graphs
highlighting key metrics.
Insights and Actions: Recommend strategies like markdowns for aged SKUs, JIT
replenishment, or phasing out low-performing SKUs.
Deliverable: A professional report presenting cost reduction opportunities and ROI on
inventory adjustments.
Timeline Expectation: Starting with the month of January 2025
ETC: February 1 2025
3. Develop Forecasting/Planning Spreadsheet/Dashboard for 2025
Objective: Enhance decision-making through precise demand forecasting tied to financial metrics.
Steps to Complete:
Historical Data Analysis: Review 2023–2024 sales trends and correlate with seasonality and
growth or decline of each SKU’s velocity.
Visual Dashboards: Create dashboards/spreadsheets that can adjust forecasts based on
variables like supplier delays, market shifts, seasonality change.
Deliverable: A robust, interactive tool that aligns forecasted demand with supply chain costs.
Timeline Expectation: 5 - 6 weeks
ETC: Mid – Late February 2025
4. Map Out and Standardize Operational Tasks/Duties/Responsibilities
Objective: Improve accountability and efficiency by defining roles and tasks with measurable KPIs.
Steps to Complete:
Task Analysis: Conduct a detailed review of current roles and responsibilities. Link tasks to
financial outcomes such as order accuracy and cost-per-order.
Process Standardization: Write SOPs for critical tasks (e.g., order fulfillment, returns). Assign
responsibility metrics like pick accuracy rates or turnaround times.
Performance Review Framework: Establish monthly performance reviews tied to operational
KPIs.
Deliverable: A complete operational responsibility matrix with measurable outcomes linked to
P&L impact.
Timeline Expectation: 3 – 5 weeks (collaborating with Klesta/Spencer)
ETC: Mid-February 2025
5. Visit RJW and Unitrans for Audits and Process Improvement
Objective: Conduct thorough 3PL audits to ensure alignment with LQC’s performance expectations
and cost efficiency.
Steps to Complete:
Audit Preparation: Review current SLAs and financial metrics, including OTIF rates, freight
costs, and error-related billbacks.
On-Site Audit: Inspect inventory counts, packaging accuracy, and SKU lifespan. Interview
warehouse staff to understand operational gaps.
Financial Impact Review: Calculate the financial consequences of missed ASNs, OTIF
penalties, and warehouse inefficiencies.
Recommendations: Propose process improvements to reduce penalties and optimize freight
spending.
Deliverable: A comprehensive audit report with financial analysis and a roadmap for achieving
cost savings.
Timeline Expectation: Visit to Unitrans planned for Monday, Jan 6 th , 2025, Visit to RJW
planning for January 27 - 29
ETC: Within the first 2 weeks of February 2025
6. Develop Performance Metrics for Supply Chain Requirements
Objective: Align operational goals with measurable KPIs for cost efficiency and service excellence.
Steps to Complete:
KPI Definition: Set metrics for OTIF, order fulfillment accuracy, inventory holding costs, and
supplier lead times.
Financial Integration: Link KPIs to financial goals, such as reducing stockouts to increase
revenue.
Review Framework: Implement a monthly review process to track progress and adjust
strategies.
Deliverable: A performance dashboard that incorporates financial outcomes.
Timeline Expectation: Commencing with the month of January 2025
ETC: First week of February 2025
7. Develop a Program for Reviewing Logistics Market
Objective: Stay competitive by evaluating new service providers for cost and service improvements.
Steps to Complete:
Market Analysis: Benchmark rates and service levels from top providers.
Cost-Benefit Analysis: Analyze switching costs vs. potential savings in freight and storage.
RFP Development: Issue RFPs for new providers with clear performance expectations.
Deliverable: A quarterly market analysis report recommending provider adjustments to reduce
freight costs.
Timeline Expectation: 6-8 weeks
ETC: Early March 2025
8. Develop SOPs for SOS System
Objective: Create comprehensive instructions for system use that align with financial and operational
goals.
Steps to Complete:
Process Documentation: Write detailed instructions for each module, incorporating error-
reduction metrics and time savings.
Financial Metrics: Include cost savings and efficiency gains from automating tasks like order
tracking.
Training Program: Develop quick-reference guides and video tutorials for onboard staff
efficiently.
Deliverable: A complete SOS user manual.
Timeline Expectation: 4 weeks (collaborating with Klesta/Spencer)
ETC: Early February 2025
Timeline Table
Action Item Timeline Start Date ETC
1. Process Flows 2-3 weeks 12/27/2024 01/24/2025
2. Inventory Report Month of Jan 2025 01/01/2025 02/03/2025
3. Forecast/Planning 5-6 weeks 01/09/2025 02/28/2025
4. Standardize Ops Tasks 3-5 weeks 01/12/2025 02/21/2025
5. 3PL Inspection Audit Report 1 week after 3PL
visits
01/06/2025 02/14/2025
6. Performance Metrics
Dashboard
Month of Jan 2025 01/01/2025 02/07/2025
7. Logistics Market Review
Analysis
6-8 weeks 01/20/2025 03/03/2025
8. SOPs for SOS System 4 weeks 01/13/2025 02/10/2025