About the Author |
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xvii | |
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PART I Lean Demand-Driven Procurement: Overview |
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Chapter 1 Introduction: Why You Need a Lean and Agile, Demand-Driven Supply Management Process |
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3 | (12) |
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4 | (4) |
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A Lean and Agile Procurement Process Is Required |
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5 | (1) |
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Procurement Focus Areas (The Eight Wastes of Lean) |
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6 | (2) |
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Applying Lean Thinking to Procurement |
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8 | (1) |
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Examples of Improvements with Lean Procurement |
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8 | (1) |
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Lean Procurement is Demand-Driven |
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9 | (2) |
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Lean and Technology Opportunity in Procurement |
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11 | (1) |
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Lean Procurement Strategy |
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12 | (3) |
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Chapter 2 History and Importance of Procurement and Purchasing in Adding Value to an Organization |
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15 | (12) |
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15 | (3) |
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Why Purchasing Is Important |
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18 | (1) |
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Integrated Supply Management (ISM) |
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19 | (1) |
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19 | (1) |
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Demand-Driven Supply Chains (DDSC) Focus on Value |
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20 | (2) |
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Supplier Relationship Management |
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22 | (5) |
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Collaborating with Suppliers |
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22 | (3) |
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Guiding Principles for SRM |
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25 | (2) |
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Chapter 3 Supply Management Organization and Structure |
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27 | (10) |
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27 | (4) |
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29 | (1) |
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Decentralized Procurement |
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30 | (1) |
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A New Operating Model for Procurement |
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31 | (3) |
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32 | (1) |
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32 | (1) |
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32 | (1) |
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32 | (1) |
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Ongoing Supplier and Customer Management |
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33 | (1) |
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33 | (1) |
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33 | (1) |
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34 | (3) |
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35 | (1) |
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Education and Certifications Needed |
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35 | (2) |
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Chapter 4 Procurement Strategy Development and Application |
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37 | (16) |
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Organizational and Supply Chain Strategy |
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37 | (1) |
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37 | (1) |
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Company and Functional Objectives |
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38 | (1) |
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Supply Chain Strategy for a Competitive Advantage |
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38 | (2) |
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40 | (6) |
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Procurement Strategy---Best Practices |
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41 | (1) |
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Procurement Strategy---The Make or Buy Decision |
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42 | (1) |
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Procurement Strategy---Outsourcing |
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43 | (1) |
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Other Procurement Strategies |
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44 | (1) |
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44 | (1) |
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44 | (1) |
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44 | (1) |
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45 | (1) |
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45 | (1) |
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45 | (1) |
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Tailored Procurement Category Strategies |
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46 | (7) |
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Direct vs. Indirect Procurement |
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46 | (2) |
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Identifying Procurement Categories |
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48 | (1) |
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A Best Practice Categorization Process |
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49 | (4) |
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Chapter 5 Issues and Opportunities in Supply Management |
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53 | (14) |
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53 | (1) |
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54 | (1) |
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Global Supply Chain Strategy Development |
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54 | (1) |
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Supply Chain Integration and Collaboration |
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55 | (7) |
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Benefits to Integration and Collaboration |
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56 | (1) |
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56 | (2) |
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Sales and Operations Planning |
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58 | (1) |
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59 | (1) |
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59 | (2) |
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61 | (1) |
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The Internet and E-Commerce |
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62 | (1) |
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63 | (1) |
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Other Challenges for the Procurement Executive |
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64 | (3) |
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64 | (1) |
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64 | (1) |
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65 | (1) |
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65 | (1) |
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Outsourcing as a Strategy to Plug the Gap |
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65 | (2) |
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Chapter 6 Lean Procurement |
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67 | (22) |
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68 | (10) |
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JIT Purchasing Characteristics |
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68 | (2) |
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70 | (1) |
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71 | (1) |
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Lean (JIT) Purchasing and MRP Systems |
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72 | (4) |
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Challenges in Implementing Lean Purchasing (and, More Broadly, Lean Procurement) |
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76 | (2) |
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78 | (3) |
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Procurement Technology and Lean |
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81 | (1) |
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81 | (3) |
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81 | (1) |
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81 | (1) |
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81 | (1) |
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82 | (1) |
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82 | (1) |
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82 | (1) |
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82 | (1) |
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82 | (2) |
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Strategic Sourcing vs. Lean Sourcing |
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84 | (5) |
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PART II Supply Management Processes |
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Chapter 7 Strategic Sourcing |
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89 | (12) |
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Strategic Sourcing Processes |
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89 | (5) |
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94 | (1) |
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Seven Characteristics of Lean Strategic Sourcing |
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94 | (1) |
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95 | (1) |
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Lean Strategic Sourcing MRO-Case Study #1 |
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96 | (2) |
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96 | (1) |
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97 | (1) |
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97 | (1) |
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Sourcing as Strategy-Case Study #2 |
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98 | (3) |
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98 | (1) |
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98 | (1) |
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99 | (2) |
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101 | (18) |
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101 | (6) |
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Step 1 Identify and Review Requirements |
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102 | (1) |
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102 | (1) |
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103 | (1) |
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Step 2 Establish Specifications |
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103 | (1) |
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Step 3 Identify and Select Suppliers |
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104 | (1) |
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105 | (1) |
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Step 4 Determine the Right Price |
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106 | (1) |
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106 | (1) |
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107 | (2) |
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109 | (2) |
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Core Principles of Lean Procurement |
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110 | (1) |
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111 | (4) |
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Technology to Enhance Lean Procurement |
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112 | (3) |
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Erskine Lean Review of Procurement-Case Study #1 |
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115 | (2) |
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115 | (1) |
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115 | (1) |
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116 | (1) |
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117 | (1) |
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117 | (1) |
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117 | (1) |
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117 | (2) |
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119 | (12) |
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119 | (1) |
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Step 5 Issue Purchase Orders |
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119 | (2) |
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Step 6 Follow-Up to Assure Correct Delivery |
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121 | (1) |
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Step 7 Receive and Accept Goods |
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122 | (1) |
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Step 8 Approve Invoice for Payment |
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122 | (1) |
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123 | (3) |
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123 | (1) |
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124 | (1) |
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124 | (1) |
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125 | (1) |
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126 | (1) |
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EPA Lean Review of Purchasing-Case Study #1 |
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126 | (1) |
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126 | (1) |
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126 | (1) |
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127 | (1) |
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Creating a Lean Office-Case Study #2 |
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127 | (4) |
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127 | (1) |
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128 | (1) |
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128 | (3) |
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Chapter 10 Material Requirements Planning (MRP) and Indirect Procurement |
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131 | (20) |
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Materials Requirements Planning (MRP) |
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131 | (4) |
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132 | (2) |
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134 | (1) |
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Total Cost Minimized-How Much and When to Order |
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135 | (7) |
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Economic Order Quantity Model |
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135 | (2) |
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137 | (1) |
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Reorder Point (ROP) Models |
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138 | (1) |
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138 | (1) |
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139 | (2) |
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141 | (1) |
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141 | (1) |
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Lean and Material Requirements Planning |
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142 | (1) |
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Leaning Out MRO Inventory |
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143 | (3) |
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One-Piece-Flow and Layout |
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144 | (1) |
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5S: Workplace Organization |
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144 | (1) |
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145 | (1) |
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145 | (1) |
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145 | (1) |
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Gables Engineering Moves to a "Real" MRP System-Case Study #1 |
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146 | (1) |
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146 | (1) |
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146 | (1) |
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146 | (1) |
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Accurate Gauge Gains a Strategic Business Advantage from MSC ControlPoint Inventory Management-Case Study #2 |
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147 | (4) |
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147 | (1) |
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147 | (1) |
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148 | (3) |
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PART III Tools and Techniques for a Leaner Supply Management Process |
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Chapter 11 Cost Management |
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151 | (16) |
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Procurement Practices That Can Result in Annual Cost Savings |
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151 | (2) |
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Segment Major Purchasing Categories for Better Cost Management |
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153 | (3) |
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154 | (1) |
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154 | (1) |
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155 | (1) |
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155 | (1) |
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156 | (2) |
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156 | (1) |
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Maximizing Customer Value |
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157 | (1) |
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158 | (4) |
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159 | (2) |
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Effective and Efficient Negotiations |
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161 | (1) |
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Global Energy Supplier Sees Major Increase in Price of Parts-Case Study #1 |
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162 | (2) |
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162 | (1) |
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163 | (1) |
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164 | (1) |
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Win-Win Negotiation for a Manufacturer of Electronic Components-Case Study #2 |
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164 | (3) |
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164 | (1) |
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164 | (1) |
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165 | (2) |
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Chapter 12 Contract and Performance Management and Ethics |
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167 | (16) |
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Developing and Managing Contracts |
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167 | (10) |
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Upstream or Pre-Award Activities |
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168 | (1) |
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Preparing the Business Case and Securing Management Approval |
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168 | (1) |
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Assembling the Project Team |
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169 | (1) |
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Developing a Contract Strategy |
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169 | (1) |
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169 | (2) |
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Developing a Contract Exit Strategy |
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171 | (1) |
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Developing a Contract Management Plan |
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171 | (1) |
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Drafting Specifications and Requirements |
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171 | (1) |
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Establishing the Form of Contract |
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172 | (1) |
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Establishing the Pre-Qualification, Qualification, and Tendering Procedures |
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172 | (1) |
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173 | (1) |
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Drafting Tender (i.e. Call for Bids or RFP) Documents |
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174 | (1) |
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174 | (1) |
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175 | (1) |
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176 | (1) |
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Downstream or Post-Award Activities |
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177 | (5) |
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Changes within the Contract |
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177 | (1) |
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Service Delivery Management |
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177 | (1) |
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178 | (1) |
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178 | (1) |
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179 | (1) |
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Purchasing Organization's Performance and Effectiveness Review |
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179 | (1) |
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180 | (1) |
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Ethics in Procurement, Including Contract Management |
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181 | (1) |
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182 | (1) |
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Ethical Concepts, Principles, and Risks |
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182 | (1) |
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Chapter 13 e-Procurement and Other Supply Management Technologies |
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183 | (10) |
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The Procurement Process and Technology |
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183 | (4) |
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Automation of Procurement Documents and Processes |
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183 | (3) |
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186 | (1) |
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187 | (2) |
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Standalone Procurement Solutions |
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187 | (2) |
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Lean Procurement and Technology Case Studies |
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189 | (1) |
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Enabling Online Supplier Collaboration at Toshiba Semiconductor Company-Case Study #1 |
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189 | (4) |
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189 | (1) |
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189 | (1) |
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190 | (1) |
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Clariant: Increasing Interenterprise Productivity and Extending Its SAP Software Investment Value-Case Study #2 |
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190 | (1) |
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190 | (1) |
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190 | (1) |
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190 | (1) |
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New Purchase-to-Pay System Allows Smarter Processes at Atea-Case Study #3 |
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191 | (1) |
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191 | (1) |
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191 | (1) |
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192 | (1) |
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Chapter 14 Procurement Analysis, Tools, and Techniques |
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193 | (18) |
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193 | (5) |
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Categories of Data Analytics |
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193 | (1) |
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Analytics Applications in Procurement |
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194 | (2) |
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196 | (1) |
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Focus on Category Management |
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197 | (1) |
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Strategic Procurement Tools and Techniques |
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198 | (13) |
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198 | (1) |
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Collaborative Procurement |
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198 | (1) |
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Procurement Strategy and Plan |
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199 | (1) |
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199 | (1) |
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Supplier Relationship Management (SRM) |
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200 | (1) |
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201 | (1) |
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Supply Chain Value Analysis |
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202 | (1) |
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Value Stream Mapping (VSM) |
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202 | (1) |
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203 | (1) |
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203 | (3) |
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Standard Terms and Conditions of Contract |
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206 | (1) |
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Framework Contracts and Agreements |
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206 | (1) |
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207 | (1) |
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207 | (1) |
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Total Quality Management (TQM) |
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207 | (4) |
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Chapter 15 Global Procurement and Its Impact on the Lean Supply Chain |
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211 | (18) |
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211 | (5) |
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Factors Influencing Globalization |
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212 | (1) |
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Reasons for a Company to Globalize |
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213 | (2) |
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215 | (1) |
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Becton Dickinson: Lean Global Procurement Example |
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216 | (2) |
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217 | (1) |
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Supplier Relationship and Risk Management |
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217 | (1) |
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Functional Capabilities and Culture |
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218 | (1) |
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Continuous Improvement Programs |
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218 | (1) |
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Global Supply Chain Strategy Development |
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218 | (2) |
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Global Supply Chain Risks and Challenges |
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220 | (2) |
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Questions to Consider When Going Global |
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221 | (1) |
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Key Global Supply Chain Challenges |
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222 | (1) |
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222 | (3) |
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Potential Risk Identification and Impact |
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223 | (1) |
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223 | (1) |
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223 | (1) |
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224 | (1) |
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225 | (1) |
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226 | (3) |
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Chapter 16 The Future of Lean Procurement |
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229 | (8) |
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230 | (2) |
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232 | (1) |
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233 | (2) |
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Still a Long Way to Go for Procurement |
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233 | (1) |
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The Potential Is Out There |
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233 | (2) |
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Lean Ahead with Procurement |
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235 | (2) |
Appendix A A Lean (Philosophy) for Life |
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237 | (8) |
References |
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245 | (6) |
Index |
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