A Collaborative Planning Methodology based on SCOR and CPFR

Abstract

隨著全球化營運的佈局以及企業追求時效與速度的壓力下、企業開始重視其上游、下游廠商之快速反應與連結性、以能及時提供對企業有利的資訊以提供全球化的競爭力。由全球供應鏈協會(Supply Chain Council)所提出的SCOR(Supply Chain Operations Reference-model)，主要強調提升企業現有流程並整合其類似產業之管理活動與資訊系統以達到未來最佳化之供應鏈管理模式。此外近年來VIC所提倡的協同商務之新發展模式CPFR®（Collaborative Planning、Forecasting、Replenishment---協同、規劃、預測、補貨），是以全方位的思維與協同合作方式，來為供應鏈中的各企業夥伴降低供應鏈成本，增加整體利潤；其目標為藉由共同務實的方法，以提高內部企業合作的利益。\r\n近來國外各大製造商紛紛推行CPFR前導作業(Pilot project)， 國內企業如中環(CMC)、力山集團(Rexon)也開始通行CPFR各項流程活動，但由於CPFR目前的指示書(Roadmap)與其九大步驟只分別對於導入流程有統略性的解釋，並無詳細導入流程步驟解釋，這使得企業導入CPFR®時需要花費長時間了解其CPFR之精隨。\r\n有鑑於此，本研究透過文獻探討彙整的方式，以瞭解企業成功導入CPFR之方法，；接著，利用模式推導方式，並結合SCOR企業流程模式與CPFR協同商務模式，提出適合企業導入CPFR商業流程模式之參考模式及建議，將其參考模式針對個案公司之情境作流程上的模擬 ； 再者本研究將以製造業為例，對事先選定之個案公司透過深入訪談、實際觀察、企業內部文件及檔案資料收集方式，輔以非結構化問卷進行個案研究 ； 最後，對此個案研究所得之結論與參考模式模擬之結果，以供未來國內企業導入CPFR之參考。

Under the trend of globalize marketing, business firms are facing the challenges of operation efficiency and speed. Enterprises starting to get more attention on the capabilities of upper and lower-stream partners, abilities like quick response, connectivity and able to provide useful information for the company to gain greater advantage on globalize market. The SCOR (Supply Chain Operations Reference-model) from Supply Chain Council provided the integration of supply chain management activities, which includes current business activities, business process activities and IT enabling activities. Furthermore, VIC advocated a new collaborative SCM model CPFR (Collaborative Planning, Forecasting, and Replenishment) to decrease costs and increase sales by putting all members of partner in supply chain in a collaborative environment.\r\nConcerning on the CPFR deployment we have found that CPFR only provided a general process model, no further explanation on each process function and lack of specific detail activities. Therefore deployment of CPFR sometimes occur difficulty.\r\nIn order to realize the critical factors for a company to successful deploys CPFR, several literature reviews were conducted in this thesis. In this research, we tend to develop an implementation methodology that contains both spirits from SCOR process model and CPFR collaborative model. Furthermore, this methodology will be test and verify in real-case process simulation in order to adjust our reference model from real case situation. At last, research results such as 1) Industrial CPFR implementation reference model, 2) Current state of domestic CPFR deployment, 3) Environmental factors between overseas and domestic CPFR deployment and 4) Key successful factors to be implement CPFR for domestic companies, will be generate for future domestic CPFR deployment.