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Use these templates to
help build better business
cases/presentations.
Put together various
categories in order to
prepare a well structured business case/presentation.
The best business cases
start from a high level view
and drill down to specifics.
Click
here to view business
case/presentation templates.
Industry
Analysis
Organization
Analysis
- Mission statement
- Values, goals and objectives
- Organizational structure
- Organization history
- SWOT Analysis
- Strengths
- Proprietary
products
- Market leader
- Financial
resources
- Management
depth
- Supply chain
processes
- Economies of
scale
- Weaknesses
- Bad reputation
- Strategic
direction not
clear
- No economies
of scale
- Weakness in
marketing,
finance...
- Opportunities
- New markets
- Niches
- Vertical or
horizontal
integration
- Increased
market growth
- Increasing
power with
suppliers
- Threats
- Competitors
(foreign,
domestic)
- Low barriers
of entry
- Technology
factor
- New business
models (ie Dell)
- Substitute
products
- Buyers gaining
power
- SWOT
Analysis (3rd
Party)
- Senior management strategy
- Core competencies,
capabilities, assets
- Competitive advantage,
core competencies,
distinct capabilities
Problem
Analysis - Derive
the problem by asking how,
what, when, where, why, and
who.
- State the problem/situation
- Understand where the
problem comes from
- People (Training,
skills, performance)
- Equipment (Capacity,
learning curve, age)
- Supplies/Materials (Quality,
timely delivery, correct
quantities, damages)
- Location (Proximity to
market, proximity to
suppliers, proximity to
labor force)
- Internal organization (Culture,
community involvement)
- Processes (Design,
measurements, layout)
- External (Suppliers,
climate)
Financial Analysis
Process
Analysis
- "As Is"
analysis (flowchart)
- "Should Be"
analysis (flow
chart)
- Metrics
- Goals
- Constraints
- Recommendations
Critical Success
Factors
- What must the company
do to be successful
- What is the
competition doing
- How can the company
differentiate itself
Alternatives
- Status quo
- Partnership, joint venture
- Cost leader, innovator
- Niche player
- Be careful of straddling the fence
Recommendations
- Analysis of recommendation
- NPV and break-even
- Sensitivity analysis
- Company reaction and risks
- Industry (competitors) reaction
Implementation
- Management buy-in
- Time-tables
-
Capital expenditures
-
Follow up
Product Analysis
- Product lifecycle
- Product (Brand name, quality, services, packaging)
- Place (Number of distribution channels, warehouse locations)
- Promotion (Marketing budget, promotion channels, sales force, advertising
media used)
- Price (supply, demand, price objective, competitive factors)
- Market share
Location Analysis
-
Proximity
to
markets
-
Wages
-
Taxes
-
Utilities such as sewers,
water, gas and electricity
-
Access to vendors and
materials
-
Access
to
customers
-
Labor supply
-
Climate
-
City
Ordinances
-
Attitudes within the
community
-
Incentives from the
community
-
Land
available
-
Proximity
to
freeway/railroad/ocean/airport
-
Location
tools
Supply
Chain
Analysis
-
Collaboration
efforts
-
Operational
costs
-
Capacity
to meet market demands
-
Supplier
Management
-
Effective
asset utilization
-
Effective
use of outsourcing
-
Effective
use of vertical
integration
-
Strategic
locations of facilities
Supplier
Analysis
Cost
Analysis:
-
Can
a less expensive
material/component be
used while maintaining
quality?
-
Are
the costs reasonable?
-
Is
a standard item in the
market a suitable
substitute?
-
Can
the weight of the item
be reduced?
-
Can
the packaging be
redesigned to reduce
costs?
-
Are
the correct costs
being allocated to the
project?
-
Have
the correct activity
based costing methods
been used?
-
Is
the product over
engineered?
Could a lower quality
product be
substituted?
-
Are
other suppliers making
a comparable product?
-
Which
costs are necessary?
-
Could
the product be shipped
at a lower cost?
-
What
type of inventory
management strategy
does the company have?
-
What
are the trends in the
industry?
Negotiation
Analysis
-
Price
-
Transportation
-
Service
-
Quality
Analyzing
e-Procurement Benefits
-
Consolidate
supplier base - allows a company to work with fewer suppliers
leveraging its ability to aggregate spend.
-
Improves
communication - reduces variability in the supply chain.
-
Free
buyers to work on
strategic tasks
- buyer's
spend less time on tactical buys and more time on strategic issues.
-
Decrease
cycle times - especially important for companies in the technology
industry.
-
Lower
transaction and processing
costs -
automating the
purchasing
process will
decrease the
amount of
non-value
added
activities
-
Reduce
maverick spending - maverick spending is said to be 10%-20%
higher than purchasing from companies with negotiated
contracts.
-
Enhanced
reporting and auditing tools - an e-procurement system will
track all
costs
allowing a
company to
determine
the spend
to each
supplier.
-
Decreased
prices
-
Improve
compliance
with
approved
suppliers
increasing
bargaining
leverage
-
Better
Approval
Controls
-
Head
count
reduction
-
Better
utilization
of assets
-
Increase
inventory
turnover
Quicker
ramp up for new
employees Faster
response times
Contingency
Planning
-
Natural
disasters (earthquakes,
floods, hurricanes,
disease...)
-
Civil
unrest (riots, fire,
political...)
-
Logistical
accidents (highway
closures, train
derailment, container
lost at sea...)
-
International
problems (Economic
issues, trade embargoes,
politics, war...)
-
Labor
issues (strikes,
walk-outs...)
-
Changes
in supply and/or demand
-
Power
outages, fire
Risk
Assessment
Send
me feedback of other
analysis that would be
useful to the supply chain
community.
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