Finished Content Outline

For the Logistics Service Corp. Speech

This is the finished content outline that was faxed to the client for his approval. Anecdotes and transitions that will be in the completed script have been added.

	 October 8, 1995					page 1
	 REDEFINING THE CORPORATION OF THE FUTURE
	 How Logistics Providers Add Value to the Supply Chain

	 I. INTRODUCTION:

		 A. When we talk about logistics in the supply chain,
		    what is the first picture that comes into your mind?
		    Trucks rolling down the highway? Containers being
		    loaded onto train cars? Forklifts moving pallets of
		    goods? Warehouses strategically dotting the map?

		 B. Maybe your imagination is more vivid, and you see
		    electronic data rippling up the supply chain --
		    barcode, inventory, purchase orders -- all sparking
		    their way up the stream, triggering the flow of goods
		    being pulled back down.

		 C. If you pictured any of these, you have missed the
		    fundamental premise of logistics -- which is to serve
		    the customer. If you close your eyes again and
		    picture the customer pacing nervously on the dock,
		    looking at his watch, stubbing out his cigarette with
		    his foot, and reaching toward the phone, you would
		    have a more accurate image of what drives the supply
		    chain.

	 II. REENGINEERING THE CORPORATION

		 A. STREAMLINING THE CORPORATION

			 1. Corporations today are looking for ways to
			    streamline for profitability. And at the same
			    time they are looking for ways to grow
			    without losing their competitive edge.

			 2. What they have discovered is that the
			    competitive edge is customer service.
			    Consequently, outsourcing has become a
			    powerful new tool for achieving these goals.

			 3. As companies adopt outsourcing, the choice
			    of which facets of the organization to
			    outsource and what types of outside
			    realtionships will best suit its purpose has
			    become critical to the ultimate goal --
			    bringing the greatest value to the customer
			    and the greatest productivity to the
			    corporation itself.

		 B. REALIZATION OF CORE COMPETENCIES

			 1. Outsourcing demands that corporations
			    rethink their core competencies. Long term
			    outside relationships are at the heart of
			    this redefinition.




	 October 8, 1995					page 2
	 REDEFINING THE CORPORATION OF THE FUTURE
	 How Logistics Providers Add Value to the Supply Chain

			 2. Core competencies are what gives an
			    organization its clear leadership position in
			    the eyes of its customers. They are the
			    capabilities of the organization that
			    distinguish it from its competitors. The
			    success of the company depends on these
			    capabilties.

			 3. The key is to understand what business you
			    are in, what your customers percieve as the
			    core competencies, and how to focus those
			    competencies into value for the customer.

			 4. Outsourcing enables executives to focus more
			    on the "what" and less on the "how."

			 5. "How" type issues tend to siphon off huge
			    amounts of management's attention and
			    resources, while "what" issues allow the
			    company to focus its vision on the
			    marketplace.

	 III. THE LOGISTICS MARKET

		 A. SIZE & GROWTH OF THE THIRD-PARTY LOGISTICS MARKET

			 1. Every can that sits on the shelf, every
			    drill bit, or article of clothing has a bar
			    code, a SKU number, and probably has a
			    logistical data history.

			 2. One definition of logistics is "either
			    inventory in motion or inventory at rest." 
			    All that moving and resting inventory
			    generated $675 billion last year. That's the
			    amount U.S. manufacturers and distributors
			    paid for logistics services.

			 3. This includes trucking, air cargo, express
			    cargo, warehousing, and freight forwarding.

			 4. Only a small percentage of this amount is
			    outsourced to third-party logistics providers
			    -- but this is starting to change.

			 5. About $10 billion of logistics services were
			    outsourced last year. The number is expected
			    to increase to $50 billion in 1996. By the
			    year 2000 it will reach $70 billion -- or
			    about 10 percent of the entire amount that
			    the industry spends on moving and storing
			    goods.




	 October 8, 1995					page 3
	 REDEFINING THE CORPORATION OF THE FUTURE
	 How Logistics Providers Add Value to the Supply Chain

		 B. WHO USES LOGISTICS SERVICES?

			 1. Third-party logistics is becoming
			    increasingly attractive to businesses in the
			    face of budget cuts and corporate downsizing.

			 2. One survey of over 300 companies found that
			    66 percent outsourced their import/export
			    services. 63 percent employed freight
			    brokers. 48 percent outsourced warehousing.

			 3. There is no clear formula, though, for who
			    will benefit the most from third-party
			    logistics. One major manufacturer with 70,000
			    truck-loads a year contracts out nearly all
			    of its logistics operations while a
			    competitor in the same industry does not
			    contract any logistics services.

			 4. Or, a company may outsource a single
			    component for delivery to an assembly line
			    manufacturer that requires JIT inventory
			    delivery.

			 5. The decision is often on a plant-by-plant
			    basis. For one new plant a manufacturer
			    decided to go third-party rather than build
			    up the logistics infrastructure.

			 6. At the outsourcing extreme, Topsy Tail, a
			    start-up hair care manufacturer, has sales of
			    $80 million with only 3 full-time employees.
			    It has a network of 20 outsourced vnedors who
			    handle everything from the manufacturing of
			    their products to the servicing of their
			    retail accounts.

	 IV. REASONS FOR OUTSOURCING

		 A. OPERATING EFFICIENCIES

			 1. Third-party logistics can bring a variety of
			    operating efficiencies.

			 2. First, there can be an improved return on
			    assets. By reducing investments in warehouse
			    facilities and materials handling and
			    transportation equipment, the return on
			    assets can be improved significantly. Cash is
			    preserved to invest in the core business.

			 3. Outsourcing offers a more effective
			    utilization of personnel. Emphasis on the



	 October 8, 1995					page 4
	 REDEFINING THE CORPORATION OF THE FUTURE
	 How Logistics Providers Add Value to the Supply Chain

			    core business brings greater productivity.

			 4. Streamlining and downsizing are becoming
			    increasingly necessary in a competitive
			    market. Contract logistics offers a cost-
			    effective means to downsize.

			 5. As the marketplace changes, logistics needs
			    change as well. When logistics are contracted
			    out, there is a reduced risk of being stuck
			    with misplaced, outdated facilities and
			    equipment.

			 6. Contract providers can offer more
			    sophisticated systems and equipment. Third-
			    party providers are staffed with logistics
			    professionals who are better qualified to
			    perform product distribution.

		 B. LOGISTICS AS STRATEGIC MARKETING TOOL

			 1. Suppose the screen on your new mail-order
			    computer starts to glitch one afternoon. You
			    describe the problem to tech support, and at
			    10:00 am the next morning, a new vide card is
			    delivered to your door. This quick response
			    is more than a nice gesture, it's a strategic
			    marketing tool.

			 2. Competitive marketing demands are requiring
			    more and more quick filling of orders and
			    inventory management. And, as companies are
			    being forced to track these costs, third-
			    party specialists can lower that cost.

			 3. In just the last five years, the percent of
			    product shipped JIT/Quick Response has jumped
			    from 18 percent to 28 percent.

			 4. As freight gets down to a "zero days early
			    and a zero days late" criteria, transporation
			    is becoming a strategic tool. Transporation
			    is becoming one of the key marketing tools
			    for retailers seeking market share.

			 5. When shippers can't get their products
			    delivered on time, they lose shelf space and
			    market share. Retailers won't order a product
			    again if they open floor space or shelf space
			    for a product and it doesn't arrive on time.

	 V. ADDING VALUE IN THE SUPPLY CHAIN




	 October 8, 1995					page 5
	 REDEFINING THE CORPORATION OF THE FUTURE
	 How Logistics Providers Add Value to the Supply Chain

		 A. HOW MUCH VALUE DO THIRD-PARTY PROVIDERS OFFER?

			 1. One of the most debated questions in the
			    industry is how much value do logistics
			    companies really bring to the table. It is a
			    question with as many answers as there are
			    shippers.

			 2. I hope I don't shoot myself in the foot
			    using this example in Memphis, but suppose
			    you have a two-pound package that has to be
			    in Chicago in two days. The FedEx driver will
			    come to your door and see that the package
			    gets to its destination for about $14.00. The
			    U.S. Postal Service will do the same for
			    $3.00. Looking at those numbers, Federal
			    Express should be out of business by
			    tomorrow, but obviously they are not. So,
			    there must be value added for the extra
			    $11.00.

			 3. FedEx lets you schedule the pick-up, the
			    shipment is tracked every step of the way,
			    and you can absolutely guarantee that it will
			    get there when promised. Is it worth the
			    extra $11.00? Sometimes yes, sometimes no.

			 4. The value that third-party logistics
			    providers bring has to be looked at on a case-
			    by-case basis.

		 B. JUST IN TIME EFFICIENCY IN THE AUTO INDUSTRY

			 1. The automotive industry was one of the first
			    to realize tremendous production efficiencies
			    by outsourcing their logistics -- called Just
			    In Time.

			 2. One logistics firm serving the automotive
			    industry has the ability to pull parts from
			    360 vendors into one warehouse, process the
			    orders, and deliver the parts to destination
			    plants within two-hour time windows.

			 3. The parts are never warehoused or
			    inventoried at the plants.	Chrysler's JIT
			    delivery system schedules their parts arrival
			    15 to 30 minutes prior to when they are
			    needed for manufacturing.

			 4. It is estimated that by the year 2000, 39
			    percent of all domestic shipments will be in
			    a JIT or Quick Response mode.



	 October 8, 1995					page 6
	 REDEFINING THE CORPORATION OF THE FUTURE
	 How Logistics Providers Add Value to the Supply Chain

		 C. CONSOLIDATING GROCERY SHIPMENTS FOR EFFICIENCY

			 1. Rather than handle the smaller shipments
			    from their own plants, grocery manufacturers
			    are turning to contract logistics companies.
			    Third-party providers can combine the smaller
			    shipments into truckloads, reducing freight
			    and handling costs.

			 2. Today, the leading logistics firms have
			    systems to consolidate orders into truck or
			    container loads sorted by customer and
			    requested arrival date. They route the
			    shipments and electronically direct them to
			    the appropriate carriers.

			 3. Consolidation programs can reduce
			    transporation costs by 30 to 50 percent.

		 D. WAREHOUSE LOGISTICS

			 1. The greatest value-added potential in the
			    logistics chain exists in warehousing.

			 2. Third-party providers are no longer just
			    managing inventories, they are adding value
			    to what gets shipped out.

			 3. As manufacturers and distributors look to
			    reengineer their production process and
			    outsource more peripheral assembly, logistics
			    providers are becoming part of that process.

			 4. A GE plant that produces electrical products
			    for overseas markets has the power supply for
			    each country's specific voltage installed by
			    a warehouse service.

			 5. Or, suppose Wal Mart wants three tubes of
			    toothpaste shrink-wrapped together, K-Mart
			    wants two tubes and Target wants a toothbrush
			    thrown in. The manufacturer is only tooled up
			    to put 1 or 2 dozen packages in a case, put
			    it on a pallet, and off to storage or
			    shipping.

			 6. At a third-party distribution center, the
			    original cases are opened and repackaged
			    according to the customer's demands, then
			    shipped out.

			 7. In clothing, logistics providers may sew in
			    garment labels.



	 October 8, 1995					page 7
	 REDEFINING THE CORPORATION OF THE FUTURE
	 How Logistics Providers Add Value to the Supply Chain

			 8. In the copier industry, many leading
			    manufacturers use third-party providers for
			    the entire logistics cycle. They warehouse
			    the copiers, make the delivery, install and
			    set-up the machine at the customer site,
			    train the user, and remove the old machine
			    for salvage or re-sell.

			 9. Even more, through In-Transit Merge, the
			    warehouse facility may receive various
			    components of that copier -- the sorter, the
			    color module, etc. and do a final sub-
			    assembly to fill the specific order.

			 10. In-Transit Merge is not limited to
			    manufactured products. Suppose a Red Lobster
			    or Marriott is constructing a new facility.
			    By receiving all the furniture, fixtures, and
			    equipment at a third-party staging warehouse,
			    delivery to the site for final installation
			    can occur with precise timing.

			 11. Outsourced warehousing offers flexibility.
			    Companies want to retain flexibility without
			    committing large capital expenditures outside
			    of their core areas of interest.

		 E. INTERNATIONAL LOGISTICS

			 1. Political changes also affect the logistics
			    market. Recent trade agreements like GATT and
			    NAFTA are spurring growth in both import and
			    export markets. These economic alliances have
			    also expanded the need for logistics
			    efficiency.

			 2. With a growing middle class in places like
			    Asia and South America, the imports market is
			    growing beyond the international logistics
			    abilities of many businesses.

			 3. International logistics services and freight
			    forwarding can reduce these costs. One
			    consumer products manufacturer who uses third-
			    party logistics only for international
			    shipments was able to cut costs by 17
			    percent.

		 F. TECHNOLOGY AND LOGISTICS

			 1. Information systems are one of the biggest
			    issues shippers consider when outsourcing.
			    For many it forms the basis for their



	 October 8, 1995					page 8
	 REDEFINING THE CORPORATION OF THE FUTURE
	 How Logistics Providers Add Value to the Supply Chain

			    decisions to purchase logistics services.

			 2. Some companies have spent millions
			    developing their own EDI systems, while
			    others have decided to outsource some or all
			    of their systems.

			 3. Systems are moving from transaction based
			    systems to more interactive, planning-based
			    systems.

	 VI. THIRD-PARTY LOGISTICS AS THE AGENT OF CHANGE
	    REDEFINING THE CORPORATION OF THE FUTURE

		 A. Outsourcing has become a vital part of doing
		    business. It offers an unprecedented opportunity to
		    form partnerships in providing faciltities, managing
		    inventories, adding value to the products and moving
		    them to the consumer.

		 B. Today, growth no longer means adding internal
		    resources as it has in the past. Companies now grow
		    through partnerships. The goal of outsourcing is
		    forming successful partnerships that deliver value." 

		 C. Companies now realize that expertise and excellence
		    come from specialization in one's core competancy.

		 D. We can all remember the time when organizations
		    would ask, "Why shouldn't we do that ourselves?
		    Today, they now ask, "Why should we do that
		    ourselves?" 

	 VII. COMEPETANCY FOR PROVIDERS

		 A. As companies streamline their operations, and
		    outsource their logistics so they can focus on their
		    core competancies -- they need to ask a very
		    important question:

		    What about the third-party you are entering into a
		    relationship with? Is it focused on its core
		    competancy as well?

		 B. Within the industry there are large numbers of
		    companies hanging out their logistics shingle and
		    jumping into the ring. A lot of them are asset-based
		    providers with fleets or warehouses pretending to be
		    all things to all people.

		 C. As an example, several LTL carriers have gone into
		    logistics -- where the actual aim is to get more
		    freight onto their trucks. Yes, they can offer price,



	 October 8, 1995					page 9
	 REDEFINING THE CORPORATION OF THE FUTURE
	 How Logistics Providers Add Value to the Supply Chain

		    but do they add value?

		 D. In other words, the third-party providers need to
		    examine their core competancies as well. Do they have
		    market-focused competancy? Do they have customer-
		    focused competancy. If they don't, all they can offer
		    is cost-cutting of indvidual components of service
		    which is missing the real point of value.

		 E. This is a new industry. Customers must examine the
		    capability of the logistics providers to think beyond
		    wheels and sheds and consider the entire supply
		    chain.

		 F. Otherwise, there is a clear danger of a mismatch
		    between the customer's expectations and what is
		    delivered. Especially if these new players in the
		    logistics arena are learning onthe backs of their
		    customers.

	 VIII. CLOSING

		 A. In his book, Post Capitalist Society, Peter Drucker
		    explains that in the future, "big business...will not
		    be the one that empolys a great many people. It will
		    be the one that has substantial revenues and
		    substantial results -- achieved in large part because
		    it itself does only work that is focused on its
		    mission; work that is directly related to its
		    results; work that it recognizes, values, and rewards
		    appropriately. And the rest," he adds, "it contracts
		    out." 

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