PSI Memo Template - Advocate of quality CPE - NASBA … · 2018-06-16 · and insight your...

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Transcript of PSI Memo Template - Advocate of quality CPE - NASBA … · 2018-06-16 · and insight your...

CURRICULUM SUMMARY

Cambashi’s Manufacturing, Distribution and Energy off-the-shelf training courses, Cambashi-ItM, offer a consistent training solution for all your industries. Designed for sales, service, consultancy and support professionals, these self study courses provide the industry knowledge and insight your professionals need to interact with decision-makers more effectively and sell more successfully.

The curriculum includes courses covering the fundamentals of manufacturing and courses which look at specific manufacturing, energy and related industries in more detail. The following provides a description and outline of the courses included in the Introduction to Manufacturing (Level 100) and the Manufacturing, Energy, and Distribution courses (Level 100/200).

COURSE DESCRIPTIONS & OUTLINES – MENU

Click on the links below for an outline of the contents of each course.

INTRODUCTION TO MANUFACTURING

Industry Overview

Running the Business

Product Development

Supply Chain Management

Plant Operations

Logistics

Sales, Marketing & Customer Service

MANUFACTURING INDUSTRIES

Aerospace

Automotive

Chemicals

Consumer Packaged Goods (CPG)

High Tech

Industrial Equipment and Machinery

Pharmaceuticals

ENERGY INDUSTRIES

Oil & Gas

Utilities

OTHER INDUSTRIES

Logistics Providers

Retail

CURRICULUM DESCRIPTIONS & OUTLINES

INTRODUCTION TO MANUFACTURING - LEVEL 100 COURSE DESCRIPTIONS & OUTLINES

Industry Overview – 1 CPE Credit / Program Level - Beginner

This course provides a basic overview and understanding of the manufacturing industry.

Completion time: 1 hour

COURSE OUTLINE

What is Manufacturing?

Transformation

Making a Can of Coca Cola

Assets Required

The Broad Scope of Manufacturing

The Manufacturing Supply Chain

Introduction

Simple Supply Chain

Supplier-Manufacturer-Customer

Value Network

Customers

Types of Manufacturing

Manufacturing Diversity

Discrete Manufacturing

Process Manufacturing

Repetitive Manufacturing

Hybrid Manufacturing

Extended Manufacturing

Production Models

Production Model by Industry

The Business of Manufacturing

Making Money

Adding Value

Minimizing Cost

Direct and Indirect Costs

Variable and Fixed Costs

Business Functions

Regulation and Compliance

Overview

Areas for Compliance

Industry Challenges

Business Drivers

Cost of Energy

Macroeconomics

Customer Demands

Sustainability

Globalization

Technology

Changing Demographics

Data and Systems

Bill of Materials (BOM)

Recipes and Formulae

IT Networks

IT Applications

Certification Test

Go to Course Menu

Running the Business – 1 CPE Credit / Program Level - Beginner

This course provides an introduction to the way most manufacturers work at a senior executive level and the groups that support manufacturer’s business activity – Finance, Human Resources and IT.

Completion time: 1 hour

COURSE OUTLINE

Organizational Structure

Senior Management

Business Units

Multiple Locations

Defining the Strategy

Introduction

Making a Profit

Products and Services

Product Mix

Differentiation

Location

Outsourcing

Measuring Performance

Reporting Performance

P&L Statement

Balance Sheet

Cash Flow Statement

Ratio Analysis

Profitability Ratios

Activity Ratios

Benchmarking

Finance and Administration

Introduction

Cash-to-Cash Cycle

Interfacing to the Business

IT for F&A

Major IT Systems

Human Resources

Core areas

Additional Responsibilities

IT in Human Resources

IT Systems

Corporate IT

Introduction

Infrastructure and Services

Challenges and Priorities

Major IT Systems

Certification Test

Go to Course Menu

Product Development - 1 CPE Credit / Program Level - Beginner

This course provides an overview of the way manufacturers respond to changes in the market, and advances in technology, by developing new products to meet their customers’ needs.

Completion time: 1 hour

COURSE OUTLINE

Development Concepts

Introduction

Innovation

Sustaining or Disruptive?

Drivers of Product Development

Key Activities

Strategy

Development Phases

Portfolio Management

Performance Metrics

The Development Organization

People

Roles

Organizational Efficiency

Team Approach

Product Information

Documentation

Accuracy, Traceability and Security

Production Processes

Managing Change

Business Challenges and Initiatives

Development Challenges

Development Initiatives

Protecting Intellectual Property

Reducing Design Phase Risks

Increasing Collaboration

Reducing Time-to-Market

Outsourcing

IT for Product Development

Areas of Expenditure

Product Lifecycle Management

Decision-Makers

Certification Test

Go to Course Menu

Supply Chain Management – 1.5 CPE Credits / Program Level - Beginner

This course provides an overview of manufacturing supply chain management and procurement activities and the metrics used to assess supply chain performance.

Completion time: 1 - 1.5 hours

COURSE OUTLINE

The Manufacturing Supply Chain

Typical Supply chain

Planning and Execution

The SCOR Model

One Link in a Chain

Multiple Supply Chains

Inventory

Roles and Responsibilities

Supply Chain Management Roles

Other Business Units

Supply Chain Coordination

Internal Co-ordination

Trading Partners

Production Examples

Balancing Trade-offs

Example Trade-offs

Business Processes – and IT

Introduction

Plan

Source

Make

Deliver

Returns

Priorities and Metrics

Introduction

Reliability

Flexibility

Responsiveness

Low-cost Operations

Efficiency

Supply Chain Challenges

Introduction

Economic Climate

Global Supply Chains

Risk

Customer Expectations

Lowering Costs

Outsourcing

Regulatory Compliance

Increased Mass Customization

Business Initiatives

Introduction

Demand-driven Supply Chains

Managing Risk

Inventory Optimization

Vendor Managed Inventory (VMI)

Event Management

Supply Chain Best Practice

Overview

Characteristics and Processes

Certification Test

Go to Course Menu

Plant Operations - 1 CPE Credit / Program Level - Beginner

This course provides an introduction to both discrete and process plant operations, focusing on six key activity areas.

Completion time: 1 hour

COURSE OUTLINE

Material Flow Model

Introduction

Model Elements

Key Activity Areas

Production Planning and Control

Overview

Fixed Versus Complex

Unexpected Changes

Push Versus Pull

Lean Manufacturing

Roles and Responsibilities

Management Roles

Other Plant Operations Roles

Priorities and Metrics

Introduction

Quality

Process Cycle Time

Throughput

Cost Containment

Flexibility and Agility

Reliability and Availability

Regulatory Compliance

IT for Plant Operations

IT Applications

Additional Core IT systems

IT Investment

Best Practice

Introduction

Lean Manufacturing

Low Inventories

Quality Initiatives

Automated Regulatory Compliance

Common KPIs Across Plants

Certification Test

Go to Course Menu

Logistics - 1 CPE Credit / Program Level - Beginner

This course provides an introduction to a manufacturer’s in-house logistics operations, including both inbound and outbound logistics.

Completion time: 1 hour

COURSE OUTLINE

Overview

Inbound and Outbound logistics

Order Fulfillment

Inter-Company Networks

Organizing Logistics

Introduction

Logistics Roles

Other influencers

Business Processes and IT Applications

Business processes

IT applications

Regulations and Compliance

Logistics Operations Planning

Introduction

Warehouse Planning

Transportation Planning

Route Planning

Vehicle Load Planning

Logistics Execution

Introduction

Distribution Management

Transport Management

Warehouse Management

Asset Management

Documentation

Business Issues

Factors Affecting Operations

Priorities and Metrics

Introduction

Reliability

Responsiveness

Flexibility

Cost of Operation

Efficiency

Certification Test

Go to Course Menu

Sales, Marketing and Customer Service - 1 CPE Credit / Program Level -

Beginner

This course provides an introduction to sales, marketing and customer service operations within a manufacturing company, and how they differ for different types of manufacturer.

Completion time: 1 hour

COURSE OUTLINE

Overview

Manufacturers are Different

Selling Added Value

Providing a Service

Roles, Responsibilities and Metrics

Organization

SMCS Management

Interactions with Key Processes

Production Planning

Measuring Performance

Sales Performance

Marketing Performance

Customer Service Performance

Customer Interaction

Introduction

Transaction Parameters

Vertical Industry

Type of Production

Position in Supply Chain

Product Volume and Price

Geography

Social Media

Buying and Selling

The Customer’s Buying Cycle

The Manufacturer’s Selling Cycle

Channels to Market

Opportunity Lifecycle

Introduction

Complex Products

Configurable Products

Commodity Products

Information Technology

Overview

CRM Applications

Other IT Applications

Certification Test

Go to Course Menu

MANUFACTURING INDUSTRIES - LEVEL 100/200 COURSE DESCRIPTIONS &

OUTLINES

Industry Focus: Aerospace – 1.5 CPE Credits / Program Level - Beginner

This course provides an introduction to the aerospace industry. No prior knowledge is required.

Completion time: 1.5 hours

COURSE OUTLINE

Introduction and Objectives

Products and Services

Introduction

Civil Markets

Civil Aircraft

Defense Markets

Military Products

Dual-Purpose Technology

Space Systems

Shared Characteristics

Industry Structure

Aerospace Supply Chain

Original Equipment Manufacturers

Tier One Suppliers

Tier Two and Beyond

Leading Companies

Structure of Leading Companies

Joint Ventures and Consortia

Program Teams

Global Business

Key Business Processes

Shared Characteristics

Product Development

Supply Chain

Plant Operations

Logistics

Sales and Marketing

Maintenance, Repair and Overhaul

Key Performance Indicators

Assessing Business Performance#

Main External Indicators

Additional Indicators

Industry Trends

Risk Sharing

Globalization

Outsourcing

Consolidation

Environmental Concerns

Business Challenges and Initiatives

External Challenges

Industry Regulations

New Technology Initiatives

Product Design Initiatives

Production Initiatives

Maintenance Initiatives

Government Initiatives

Demand Initiatives

Information Technology

Introduction

IT applications

2013 News

Regional Updates

Company news – Airbus

Company news – Boeing

Company news – Other US

Company news – Europe

Company news – International

Certification Test

Go to Course Menu

Industry Focus: Automotive – 1.5 CPE Credits / Program Level - Beginner

This course provides an introduction to the automotive industry. No prior knowledge is required.

Completion time: 1.5 hours

COURSE OUTLINE

Introduction and Objectives

Industry Overview

A fast-Changing Industry

Production in 2012

A Global Industry

Customers

Main Customers for Cars and LCVs

Private Consumers

Rental Companies

Company Fleet Buyers

Manufacturers, Products and Services

Major OEMs

Supply Chain Structure

Scale

Support Businesses

Vehicle Brand Enterprises

Cars

Major Vehicle Classifications

Light Commercial Vehicles

Business Functions

Introduction

Design

Production

Supply Chain Cooperation

Marketing

Making Money

Introduction

Price Pressure

Efficiency Indicators

Profitability Measures

Industry Trends and Drivers

Oversupply

Outsourcing

Emerging Markets

Power Systems

Modular Construction

External Business Drivers

Business Initiatives

Introduction

Build to Order

Collaborative Supply Chain

Dealer Integration

Quality Assurance

Sustainable Fuel Efficiency

High-Growth Markets

Cost Initiatives

Addressing Consumer Demand

Industry Regulations

Introduction

Regulatory Pressures

Regulatory Pressure Initiatives

Information Technology

In-vehicle Electronics

Enterprise

Other Common IT Systems

2013 News

Regional Updates

Industry News

Company News

Certification Test

Go to Course Menu

Industry Focus: Chemicals – 1 CPE Credit / Program Level - Beginner

This course introduces the chemicals industry, including the base and specialty chemicals. No prior knowledge is required.

Completion time: 1 hour

COURSE OUTLINE

Introduction and Objectives

Industry Overview

Industry Growth

Industry Structure

Supply Chain Structure

Suppliers

Chemical Companies

Customers

30 Top Chemical Companies

Structure of Major Companies

Divisions

Job Titles

Choosing a Focus

Key Business Processes

Introduction

Portfolio Planning

Procurement

Production

Production Constraints

Distribution

Sales

R&D

Service

Key Performance Indicators

Bulk Chemicals

Speciality Chemicals

Financial

Sales & Supply Chain

Operational

Business Opportunities

Asia & The Middle East

Research & Development

Contract Manufacturing

Complete Solutions

Bio-Renewable Sources

Mergers & Acquisitions

Industry Challenges

The Price of Oil and Energy

Additional Costs

Regulatory Control

Regional Regulation

Frequent Product Changes

Need for Flexible Assets

Global Market Demand

Business Initiatives

Sustainability

Joint Ventures

Product & Service Innovation

Sourcing and Procurement

Operational Excellence

Asset Management

Information Technology

Managing Business Data

2013 News

Regional Updates

Industry Trends

Certification Test

Go to Course Menu

Industry Focus: Consumer Packaged Goods (CPG) – 1.5 CPE Credits /

Program Level - Beginner

This course introduces the CPG industry, including the structure of the industry, the CPG supply chain and the products and services offered. No prior knowledge is required.

Completion time: 1.5 hours

COURSE OUTLINE

Introduction and Objectives

Industry Overview

Industry Scope

Food and Beverage Industry

Other CPG Sectors

People as Consumers

Brand Matters

Manufacturers and Retailers

Category Management

Strategies for Growth

Industry Structure

From the Factory to the Shelf

Supply Chain Partners

Organizational Characteristics

The Global CPG Company

Top Consumer Goods Companies

Key Business Processes

A Competitive Industry

New Product Introduction

Production

Regulations and Compliance

Supply Chain Management

Logistics

Marketing

Sales

Key Performance Indicators

Measuring Performance

Marketing and Sales

New Products and Innovation

Supply Chain and Logistics

Manufacturing

Industry Trends

Adapting to Change

Private Label Brands

Healthy Foods

Convenience

Mergers & Acquisitions

Product Proliferation

Environmental Concerns

Cost of Ingredients

Business Drivers

Reacting to External Challenges

Business Initiatives

Responding to Challenges

Promotions

External Collaboration

Data Synchronization

Manufacturing Flexibility

Multichannel Integration

Operations Outsourcing

Information Technology

Overview

Supporting Business Processes

Other spend

2013 News

Regional Updates

Industry News

More Industry News

Company Highlights

Certification Test Go to Course Menu

Industry Focus: High Tech – 1 CPE Credit / Program Level - Beginner

This course provides an introduction to the high tech industry. No prior knowledge is required.

Completion time: 1 hour

COURSE OUTLINE

Introduction and Objectives

Industry Overview

A Diverse Range of Products

The Silicon Chip

A Dynamic Industry

Industry Structure

Typical Company Structure

Sales Channels

A Complex Industry

Diverse and Global

Design and Manufacturing

Acquisitions and Partnerships

Key Business Processes

Introduction

Portfolio Planning

Sales and Distribution

Supply Chain Management

Industry Collaboration

Hardware Design

Software Design

Manufacturing

Key Performance Indicators

Measures and Metrics

Market Characteristics

Introduction

Semiconductors

Components

Instrumentation and Control

Medical Devices

Telecommunications and Radar

Consumer Electronics

Industrial

Business Opportunities

Technology Advances

Rising Development Costs

Design & Build Anywhere

Additional Market Opportunities

Convergence

Reliance on Outsourcing

Clean and Green Technology

Industry Challenges

Introduction

Global Demand

Standards

Regulatory Control

Uncertainty and Risk

Intellectual Property

Reducing Product Lifetimes

Business Initiatives

Introduction

Continuous Product Evolution

Manufacturing Improvements

Value Chain Analysis

Improving Customer Experience

Sustainability

Information Technology

Introduction

Product Development

Collaboration

Customer Service

Operational Visibility

Component and Supplier Management

Regulatory Compliance

Supply Chain Logistics

2013 News

Regional Updates

Industry Trends

Certification Test

Go to Course Menu

Industry Focus: Industrial Equipment & Machinery – 1.5 CPE Credits /

Program Level - Beginner

This course provides an introduction to the industrial equipment and machinery industry. No prior knowledge is required.

Completion time: 1.5 hours

COURSE OUTLINE

Introduction and Objectives

Industry Overview

Products

Customers

Customer Demands

Leading Companies

Industry Segmentation

Supply Chain Overview

Top Machinery Companies

Organization of Major Companies

Group Organization

Business Units

Typical Organization Chart

Key Business Processes

Introduction

Procurement

Production

Distribution

Sales

Product Development

Service

Market Characteristics

Introduction

Industrial Equipment

Commercial and HVAC Equipment

Agricultural Equipment

Construction and Heavy Equipment

Transit and Material Handling

Business Challenges

Introduction

Competition

Regulation

Finance

Globalization

Environmental Concerns

Business Initiatives

Responding to Change

Improve Profitability

Regulatory Compliance

Cost and Performance

Demand for Services

Expansion

Key Performance Indicators

Introduction

Large Machines

Medium-Sized Machines

Small Machines

Information Technology

Introduction

Procurement

Production

Distribution

Sales

Product Development

Service

Product Lifecycle Management

2013 Update

Regional Updates

Global Trends

Certification Test

Go to Course Menu

Industry Focus: Pharmaceuticals – 1 CPE Credit / Program Level - Beginner

This course introduces the pharmaceutical industry, including the structure of the industry, the supply chain and the products and services offered. No prior knowledge is required.

Completion time: 1 hour

COURSE OUTLINE

Introduction and Objectives

Industry Overview

Pharmaceutical Products

Health Care and Life Sciences

Big Pharma and Blockbusters

Generics

The Big Picture

Industry Structure

Supply Chain Overview

Suppliers

Pharmaceutical Sector

Healthcare

Organizational Structure

Mergers and Acquisitions

Supply Chain and Outsourcing

Business Processes and Functions

Strategy and Planning

Operations Overview

Suppliers

Production

Distribution

Sales

R&D

R&D Main Phases

R&D Activities and Milestones

New Approaches to R&D

Documentation Requirements

Key Performance Indicators

Monitoring Performance

Main KPIs

Additional Indicators

Industry Trends

Reacting to Change

Patent Protection

Competition

Emerging Markets

New and Evolving Regulations

Demographic Changes

Therapeutic Area Focus

Business Initiatives

Responding to Change

Business Diversification

Corporate Development

R&D

Manufacturing

Logistics and Distribution

Sustainability

Information Technology

Unique Pharma Needs

Certification Test

Go to Course Menu

ENERGY INDUSTRIES – LEVEL 100/200 COURSE DESCRIPTIONS & OUTLINES

Industry Focus: Oil & Gas – 1.5 CPE Credits / Program Level - Beginner

This course introduces the Oil & Gas industry, including the structure of the industry from exploration to retailing. No prior knowledge is required.

Completion time: 1.5 hours

COURSE OUTLINE

Introduction and Objectives

The Demand for Oil and Gas

Ever-increasing demand

Supply & Demand Imbalance

What’s in a Barrel of Oil?

Gasoline Cost

Industry Structure

The Integrated Oil & Gas Model

LNG

Petrochemicals

Trading

Structure of Major Companies

Majors

National Oil Companies

Specialists

Revenue Split

Upstream Activities

Introduction

Survey

Drilling

Extraction

Transport

Downstream Activities

Introduction

Refining Overview

Refining Stages

Productizing and Delivery

Measuring Performance

Introduction

Financial and Non-Financial

Exploration and Production

Refining and Downstream

Environmental

Health & Safety

Meeting Future Demand

Demand and Supply

New Oilfields

Increased Productivity

Ultra-Deepwater

Shale Gas

Shale Oil

Biofuels

Industry Challenges

Introduction

Securing the Supply

Global Corporate Governance

Improving Operational Efficiency

Health, Safety and Environment

Skill Recruitment and Retention

OPEC and the Price of Oil

Business Initiatives

Introduction

Safety-Conscious Expansion

Improving the Supply

Refining Capacity and Margins

Investing in IT

Capital Infrastructure

Regulatory Compliance

Security Systems

Upstream IT

Downstream IT

2013 News

Regional Updates

Expectations for 2013/14

Upstream Technology

Downstream Technology

Certification Test

Industry Focus: Utilities – 1 CPE Credit / Program Level - Beginner

This course introduces the electricity, gas and water utility industries, including the structure of each of the industries. No prior knowledge is required.

Completion time: 1 hour

COURSE OUTLINE

Introduction and Objectives

Industry Overview

Ownership and Regulation

Deregulation

Industry Competition

Price as a Differentiator

Customer Service Overview

The Electricity Interview

The Gas Industry

The Water Industry

Wastewater

Utilities Supply Chain

Operating Costs

Structure of Major Companies

Company Characteristics

Typical Company Structure

Key Business Processes

Why Performance Metrics?

Customer Churn Rate

Service Cost

Call Handling Time

Billing Costs

Business Issues

Electricity Sector Issues

More Electricity Sector Issues

Gas Sector Issues

More Gas Sector Issues

Water Sector Issues

More Water Sector Issues

Cross-Sector Business Drivers

Competition

Sourcing Raw Materials

Matching Supply and Demand

Millions of Customers

The Expense of Capital Plants

The Impact of Regulations

Employee Retention

Business Initiatives

Introduction

Customer-Centric Operations

Business Unit Synergies

Sourcing Liquid Natural Gas

Desalination

Smart Grid

Information Technology

Improving Performance with IT

Major IT Spending Areas

2013 News

Electricity – World events

Gas – World events

Water – World events

A Time of Change – Again

Certification Test

Go to Course Menu

DISTRIBUTION INDUSTRIES - LEVEL 100/200 COURSE DESCRIPTIONS & OUTLINES

Industry Focus: Logistics Providers - 1 CPE Credit / Program Level - Beginner

This course introduces the logistics industry, including the structure of the industry and the services offered. No prior knowledge is required.

Completion time: 1 hour

COURSE OUTLINE

Introduction and Objectives

Industry Overview

The Importance of Logistics

The Links in the Supply Chain

Primary and Secondary Distribution

Communication

In-house Logistics

Outsourcing Logistics

Logistics Providers

Types of Logistics Providers

Transportation

Introduction

Transportation roles

Intermodal

Road

Rail

Sea (ocean)

Air Freight

Small package Couriers

Warehousing and Distribution

Introduction

Warehousing

Distribution Centers

Storage

Materials Handling

Additional Services

Business Processes and IT Applications

Business processes

IT Applications

Logistics Planning

Logistics Execution

Key Performance Indicators

Operational Metrics

Logistics Industry Trends

Introduction

Economic Globalization

Supply Chain Security

Environmental Sustainability

Business Drivers

Globalization

Growth of Outsourcing

Internet Trading

Consumer Expectations

Business Initiatives

Introduction

Internationalization

Growth of Collaboration

Consumer-level Shipments

Expansion of Services

Technology

2013 News

Regional Updates

Technology Surveys

Certification Test

Go to Course Menu

Industry Focus: Retail – 1.5 CPE Credits / Program Level - Beginner

This course introduces the retail industry, with a particular focus on fast-moving consumer packaged goods. No prior knowledge is required.

Completion time: 1.5 hours

COURSE OUTLINE

Introduction and Objectives

Industry Overview

The Retail Supply Chain

Multi-Enterprise Value Chains

Customers

Regional Variation

Structure of Major Companies

Size and Type

Leading Companies

Organizational Structure

Hierarchical Structure

The Marketing Mix

The Four Ps

Product

Price

Promotion

Place

Balancing the Mix

Key Retail Activities

The Nature of the Industry

Merchandising

Buying

Category Management

Supplier Management

CPFR

CPFR Model

Promotions Management

Store Management

Purchasing, Planning and Logistics

Tensions and Trade-offs

Key Performance Indicators

Introduction

Attracting Customers

Sales

Using Resources

Supply Chain Efficiency

Industry Trends

A Dynamic History

Mergers and Acquisitions

Channel Development

Global brand & Private Label

In-store Marketing

New Categories

Globalization

Corporate Citizenship

Environmental Sustainability

Business Drivers and Initiatives

Business Drivers

Business Initiatives

Strengthening the Supply Chain

Beyond Mass Marketing

Branding and Differentiation

Cost Reduction

Technology

Information Technology

IT Applications

Enterprise Systems

2013 News

Regional Updates

Industry News

More Industry News

Certification Test