Supply chain excellence

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Is Inventory Waste or an Asset?

By | Inventory Management, Market-Driven, Supply Chain Excellence | No Comments

I am sitting in seat 4E on an evening flight to San Francisco thinking about my day. It is Labor Day weekend in the United States, and the plane is full. While many have a three-day holiday this weekend, I will celebrate this Labor Day by working. Next week is the annual Supply Chain Insights Global Summit, and summit preparation is on my agenda for the weekend. At the summit it…

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Chinese yuan

Will the Downturn Signal an Upturn?

By | Demand, Demand sensing, Market-Driven, Market-driven forecasting, Supply chain economic recovery, Supply Chain Excellence | No Comments

Volatility. Demand redefined. Economic markets plummeting. Daily we see the financial charts roll across the news. “It’s partly about growth, partly about trade, and partly about psychology.” CNN Money – August 12, 2015 On Tuesday and Wednesday, the Chinese restated and devalued the Yuan.  The new valuation and its impact is swinging the global stock markets. The water cooler is buzzing. The discussions on 401K losses of 10-13% permeate the…

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Nine Myths of S&OP Technology Selection

By | Demand, Market-Driven, Sales and Operations Planning, Supply Chain | One Comment

Sales and Operations Planning (S&OP) is in a renaissance. The reason? With growth slowing and complexity rising, S&OP is more important than ever. It is not sexy, and it requires hard work; but the greatest value of S&OP is profitable growth. The technology market is rife with unsubstantiated claims and myths.  Like a hammer looking for a nail, it seems like every vendor I meet now has an S&OP solution. It is…

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Infor’s Acquistion of GT Nexus: If I Had a Magic Wand

By | New technologies, Risk management, Supplier development, Supply Chain visibility | No Comments

As an analyst, when technology providers acquire and divest companies, I get invited to pre-announcement conferences. In these sessions the technology providers share their rationale for the investment and invite questions. Thursday morning it was the acquisition of GT Nexus by Infor. The transaction closes in 45 days. Infor, a market consolidator of enterprise software, currently has revenues of  $2.8 billion in sales and about $800 million in earnings before interest and taxes in the…

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