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Ticket Information

Ticket Type Price Fee Quantity
Dubai, UAE - October 19-23, 2014 $3,995.00 $19.95
Houston, TX, USA - November 10-14, 2014 $3,995.00 $19.95


Event Details

Certified Supply Chain Energy Expert

Effective Supply Chain Management in Oil, Gas, and Power Generation

Subject Matter Covered in the Oil & Gas Supply Chain Management:
Strategic Supply Chain Management (20%)
Supplier Partnering (20%)
Production and Inventory Control (20%)
Accounting and Performance Measurement (20%)
Organization and Leadership (20%)


This program is developed by The Boston Strategies International In coordination with ISCEA, world leading supply chain management education provider.


Strategic Supply Chain Management


What Exactly is Supply Chain Management?

• Essential Definitions • Recent Development of Supply Chain Management • Why Software Can’t Solve the Problem • The Key Principles of Supply Chain Management • An Executive’s Supply Chain Strategy Framework


The Oil and Gas Supply Chain

• The Early Days • 1960s: Optimization • 1970s: Technology • 1980s-1990s: Globalization • 2000s: Power Shift • Leaders and Laggards


Why Supply Chain Management is Critical For The Oil And Gas Industry Today

• A Competitive Necessity • Getting More Important • The Bullwhip Problem


The Goal

• From No Metrics to Too Many Metrics • Economic Value Added(EVA) • Level 1 (CFO-Oriented) Results Metrics • Level 2 (Functional VP-Oriented) Results Metrics • Channel Spanning Performance Measures


What Makes Supply Chain Management Strategic

• Defining the Four Generic Supply Chain Strategies • Configuration • Coordination • Improvement • Supply Chain Strategies for Global and Regional Economic Growth • Supply Chain Network Design



Supplier Partnering



• Which Activities to Outsource and Which to Keep In-house • Examples such as Freight Forwarding, Expediting, and More • Unbundling Transport from The Product Price – Why and How • Terms of Freight


Combined Purchase And Operating/Maintenance Agreements

• Economies of Scope • Economies of Scale • Computing an ROI • Go-No-Go decisions • Operating Leases • Maintenance Contracts • Term of Agreement • Clauses and Conditions • “Out” Clauses and Exit Strategies


Architecting Supplier Partnerships

• Ownership of the Inventory • Provisioning of Spares • Rules of Engagement with “Sister” Companies • Transfer Prices • Bidding Rules and Exceptions


Strategic Sourcing

• A Proven Process Map • Spend Analysis • Supply Market Analysis • Category Strategies • Standardization and Simplification of Specifications •Managing Sourcing Events • VMI • Examples: Freight Forwarding, Expediting, and More


Negotiation And Partnerships

• Forming Partnerships • Buyer vs. Supplier Leverage: Power Plays • Open Book Negotiations • Dealing with Core vs. Non-Core Suppliers • Target Pricing • Indexing Prices • Setting Price Premiums for Customized and Expedited Services



World-Class Production and Inventory Control Practices


Capacity Planning

• Site Location • Flexible Capacity Models


Throughput Analysis

• Theory of Constraints • Assessing Facility Capacity • Measuring Capacity Utilization • Bottleneck Elimination Procedures • Involving the Work Force



• Replenishment Mechanisms • Kanban • Integrating S&OP with JIT • Managing Long Supply Chains in a JIT Environment • Batch Pull • Kitting • Raw Materials, WIP, and Finished Goods Order Quantities


Optimal Inventory Levels And Placement

• Managing the Interfaces Between Departments such as Maintenance, Assets, Commercial, Inventory, Purchasing, Stores, Logistics, and Inspection • Who Owns the Inventory


Sales and Operations Planning

• Managing the Interfaces Between Departments such as Maintenance, Assets, Commercial


Collaborative Inventory Management

• Multi-Echelon Inventory Planning Processes • A Process for Building Trust • Changing the Forecast and the Plan • Information Systems and Support Tools


Demand Planning

• Heuristic Methods • Moving Averages • Exponential Smoothing • Trend Analysis • Econometric Models • Delphi Method • Multi-Characteristic Approaches


Warehousing, Storeroom and Transportation Optimization

• Storeroom Management • Working With carriers and logistics providers • Mode Selection • On-Dock Operations • Customs Clearance • Landed Cost


Information Systems

• Company Wide Interoperability between ERP and Supply Chain Systems • CAD/CAM • Network Design • SRM • Demand Planning • WMS • CRM • Cost and Pricing • E-Commerce • Best Practices in RFID and Barcodes •IT/EDI/Paperless



Accounting & Performance Management


Finance and Accounting

• Key Process Metrics • Additional Detailed Process Metrics • How Much Influence Should End-Users Have on the Vendor Performance Scorecard • How much Weight Price Should Have in the Overall Evaluation • Best-in-Class Processes for Technical vs. Commercial Evaluation of Bids • Structuring the Bid Process to Identify and Foster Creativity, Innovation, New Ideas and New Technologies


Risk Management

• Supply Chain Risk Factors • 7 Steps to Mitigate Risk • Examples of Good and Bad Risks • Supply Chain Security • Governmental Regulations and Compliance


Continuous Innovation

• Key Success Factors of an Innovation-Driven Supply Chain Strategy • ROI Assessment of Innovation • Performance Advantages of an Innovation Supply Chain Strategy • Oil and Gas Supply Chain Best Practice and Benchmark • Supplier Specific Benchmarks • Technical and Commercial Evaluation • Channel Performance Measures • Vendor performance scorecard • Continuous Market Feedback Loop At Customer Touch-Points • Early Supplier Involvement • Early Customer Involvement


Supply Market Intelligence

• Making the Business Case for a Market Intelligence Program • Negotiating with Suppliers Based on External Information • Monitoring Demand and Supply Conditions • Negotiating with Suppliers Based on External Information • Monitoring Core Suppliers’ Performance


Organizing, Training, And Developing Scm Staff

• Cross-functional project management • Change management • Training • Inter-organizational psychology


Benchmarking Toward Best Practice & Performance

Where to Get Competitive Benchmarks • Where to Get Supplier-Specific Benchmarks • Setting and Adjusting Targets


Session will be conducted by:

David Jacoby, CSCP, C.P.M., CTL, CIRM, CFPIM

President of Boston Strategies International

Lead Judge, ISCEA Ptak Prize

David Jacoby has been consulting for 25 years in operations strategy, of which the last six have focused on the energy industry. He wrote The Guide to Supply Chain Management (The Economist, 2009) and Effective Supply Chain Management in Oil, Gas, and Power Generation (Pennwell, 2012). He taught Operations Management at Boston University and was a contributing editor at the Economist Intelligence Unit. He holds an MBA and a Masters in Brazilian economics from the Wharton School.


 US$3,995 Session Fees include:

 If you are interested in attending the Session, please Register On-line or email,

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