APICS Operations Update

Abe EshkenaziAPICS Chief Executive OfficerJanuary 2014

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Agenda

Products, Services, and Partners– Certification, Courseware, and Instructor Development– Membership and Careers– Publications– Channel Partners

APICS Foundation– Research – Education– Student Services– Events

Executive– Marketing– Partnerships– Opportunity Fund

Products and Services

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Certification

The CPIM Recertification exam launched Jan 2, 2014. – Testing begins Feb 1 and is available through Dec 31, 2014. – Only individuals with a suspended or expired CPIM status are eligible to take the

exam. – Registration is available through apics.org/recert

Streamlined certification maintenance process and online form launched on Jan 13.

– Maintenance requirements remain the same, but designees will no longer be required to report detailed maintenance activities to APICS in their maintenance application.

New online certification registry will be launched for general public access in 2014.

– Only individuals who have a current, up-to-date certification status will be displayed in this registry as a credential holder.

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Certification

Global Exam Delivery launched on Nov 1, 2013 eliminating paper and pencil exams and improving exam security and access.

Phase 2 of Global Exam Delivery is currently in development to provide:– Partners with pass/fail information for candidates for whom they have

purchased an exam credit and provided us with authority to release their results.

– An electronic download capability for certificates with an option for candidates to re-order and ship paper certificates through shop APICS.

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Certification

As a result of the CPIM Job Task Analysis completed in 2012, CPIM exam content is experiencing some minor updates:

– New exams for BSCM, DSP and SMR launched in January 2014– The MPR and ECO exam content updates are scheduled for 2014 with

possible updates to their respective reprints and references. New worldwide certification exam prices went into effect January 1, 2014. A CSCP Job Task Analysis research project is currently underway for 2014.

– Partner involvement in survey distribution (scheduled for Q2) is critical to the success of this research.

– Any changes to exam domains as a result of the JTA research would be developed during 2015 with launch of the new exam release targeted for Jan 2016.

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CPIM Courseware

APICS SMR Sourcebook has been reduced by 48% to $130 through December 31, 2014.

– The SMR Sourcebook is a compilation of all of the reference materials recommended for the SMR exam.

Minor updates will be issued for all CPIM courseware modules for 2014 based on instructor reported errata.

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CSCP Learning System

The 2014 CSCP Learning System includes minor updates based on instructor feedback.

No significant updates are anticipated for 2015 at this point.

– Major updates are more likely to occur in 2016 based on the results of the job task analysis being performed this year.

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Membership Services

The end-of-year member total for 2013 was 36,769. 13,304 new members joined in 2013. While the increase in total members from 2012 to 2013 was

small, this is the fourth consecutive year of membership growth. Improving retention rates based on improved understanding

of member motivations to belong will be a focus in 2014. Career and student services are also being improved in 2014.

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Publications

APICS magazine has a new look to match the new brand. Check it out in print and online!

The new APICS Dictionary is here. Encourage your members to order a free copy and download the LearnIt app.

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Channel Services

District Business Development Program Beginning with a pilot in the Southeast District, APICS will be adding staff

to assist with local sales. The new District Business Development Managers will

– Increase access to APICS products/services– Strengthen/grow North American Chapters– Respond to chapter’s need for additional sales support– Collaborate closely and build trust– Capitalize on Corporate Services infrastructure & experience– Deliver excellent service to the professional and the corporate sponsor

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Channel Services

Regional Director Responsibilities: Regional/country strategy leads. Working to optimize current channel

partnerships in region. Developing APICS strategic plan by region. Primary point of contact for regional channel partners and primary partner

success manager. Corporate Services and New Partner Development extension. APICS regional SME and cross-functional extension into region.

APICS Foundation

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APICS Foundation

2013 Integration Accomplishments: Navigated first year of integration bringing program, administration and

financial management support under APICS Developed more robust governance structure that includes Research,

Academic, and Knowledge Delivery committees as well as other governance committees

Integrated key processes including budgeting and governance supported by changes in the Foundation’s bylaws

Documented relationship between the Foundation and APICS via cost sharing and licensing agreements

Developed brand and value proposition for the Foundation Created plan to develop sustainable corporate funding

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Collaborative ResearchSupply Chain Management Beyond the Horizon

Two-year research study conducted by Michigan State University and supported by the APICS Foundation.

Study will: Define and understand the new keys to value chain

success: capabilities and competencies. Understand the interrelationship between the

business model and the supply chain. Gain insight into how companies manage and

succeed in today’s increasingly dynamic environment.

Discern the impact of supply chain on corporate strategy and success.

Identify other factors that impact the effectiveness of the supply chain.

Supply Chain ManagementBeyond the Horizon

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Collaborative Research

In early 2014, the APICS Foundation will launch two collaborative research initiatives

Operation Management Employment Outlook, 2013 Report– Partner: University of North Carolina, Wilmington

Sustainable Supply Chain White Paper– Partner: PwC

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Practitioner Research and Folios

2013/2014 Reports and Folios include

Project Management Remanufacturing Chronic Disruption Leadership

The Reports and Folios are free to members.

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APICS Foundation ProgramsEducation Courseware: Principles

In 2014 incremental changes to the courses will be made based on feedback

Sales continued to grow primarily via corporate sales although we are seeing an uptick in channel partner sales as well

To create customer-specific operations management courses, contact David Ross (dross@apics.org) for a consultation on how you may be able to use Principles’ sessions

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APICS Foundation Research Publication

Journal of Operations Management The mission of Journal of Operations

Management is to publish original, high quality, operations management empirical research that will have a significant impact on OM theory and practice.

The publication is owned by the APICS Foundation and published by Elsevier

Impact factor 7.13 – the highest in the field

Production and Inventory Management Journal 2014 issue will focus on Business Analytics. Guest editor of this special issue is Dr. James R.

Evans, Professor in the Carl H. Lindner College of Business at the University of Cincinnati.

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Student Programming

Student/Young Professional Webinars Beginning in January 2014, APICS students and young professionals will

have access to free career development and educational webinars. The webinars are based on topics suggested by students in the 2013

student survey. Student Team Competitions A total of 7 Districts (up from 5 in 2013) are scheduled to conduct student

team competitions with the support of the Foundation. APICS is co-sponsoring the Fresh Connection International Student Team

Competition which is expected to draw 200 teams from universities across the globe, primarily outside of North America.

The regional winners will compete along with the APICS District winners at APICS 2014.

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Introducing the APICS Sales and Operations Planning Certificate APICS, in collaboration with the APICS Foundation, is now offering a

comprehensive, forward-looking program that will prepare individuals to collaboratively participate in the sales and operations planning (S&OP) process.

– Individuals who hold the APICS S&OP certificate have received a required number of educational contact hours in core and elective S&OP topics.

– The certificate demonstrates a commitment to and understanding of the principles and functions of sales and operations planning.

– To earn the certificate, 12 contact hours of APICS S&OP education (7 from the core topics and 5 from the elective topics) must be obtained.

– Learn more at www.apics.org/sop

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APICS Foundation Programs

2014 Events and Conferences

Regional Supply Chain and Operations ConferenceShanghai, April 17 – 18Dubai, November 12 - 13

Best of the Best Sales and Operations Planning ConferenceAmsterdam, May 15 – 16Chicago (Rosemont), June 12 -13

APICS 2014New Orleans, October 19 – 21

APICS Seminars Scheduling of North American Seminars under way. Addition of seminars outside of North America to include:─ Sao Paulo, Brazil, Principles of S&OP, March 19, 2014─ Bangalore, India, Principles of S&OP, April 1, 2014─ Delhi, India, Principles of MRP, April 3, 2014

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APICS 2014: New Orleans

2014 Learning Paths Big Data and Business Analytics Innovation and Sustainable Business Operational Efficiency

Plan to join us October 19-21.

Registration is open with special early pricing!

Professional Development Risk and Resiliency S&OP and Demand Management

EXECUTIVE

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Marketing: Improving Email Delivery

Email is now connected with CRM (Aptify)

Automatic updates to email preferences

View member and customer email activity (and responses)

Improved campaign reporting and analysis capabilities

Responsive design for tablet and smart phone viewing

Improving productivity with easier-to-use interface

Integrated Email Service Provider Launched in October

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Marketing CSCP Courseware

Increased leads 18% YoY; saw increase after direct mail piece (May), streamlining trigger email campaign (July), fine-tuning PPC campaign (July), and online ad tests (December)

Increased quality of site visitors; reflected in high demo completion rate and reduced time from demo to purchase

Reinvigorated CSCP Courseware Lead Generation Program

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Marketing Certification

Conducted surveys to understand potential obstacles to exam registration and to identify benefits of certification to improve messaging

Streamlined, improved and increased communications to potential test takers

Developed and implemented GED communication plan; paid particular attention to sign-up process

Launched pilot telemarketing campaign to people who have purchased courseware, but haven’t registered for CSCP

CSCP retake promotion was “one of the most successful promotions in APICS history”

1,625 CSCP candidates took exam during promo vs. 788 during last window of 2012

CPIM campaign to “lock in 2013 prices” greatly accelerated registrations, too.

Increasing Exam Registrations

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Marketing: Q4 Advertising

Ran online ads and e-newsletter placements in Supply Chain Management Review, Supply Chain Digest, and SupplyChainBrain to test effectiveness and inform 2014 spend. Currently evaluating results and negotiating with pubs.

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Partnerships: APICS Agreement with AST&L

APICS has entered into a resource sharing agreement with the American Society of Transportation & Logistics (AST&L) effective January 1, 2014.

AST&L and APICS have collaborated successfully for many years. With this agreement, APICS will provide services to AST&L in the following areas Customer Service Facilities Finance Information Technology Marketing

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The APICS Opportunity Fund

The APICS Opportunity Fund was created by the APICS Finance Committee as a vehicle to fund the exploration of new ideas and build organizational and/or professional capacity.

Ideas could include the exploration of new business models, research & development innovation, or the initiation of a new program that would typically not be funded in the regular operating budget.

In order to ensure that we are utilizing this fund to the maximum benefit of the organization, the Finance Committee has published funding criteria and a process to be followed when requesting funds.

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The Funding Process

Funds are only available upon approval. The fund applicant must complete a new project proposal form, have

discussions with functional areas that could be impacted, and submit the form to the Finance Committee.

The proposal will be considered at the next Finance Committee meeting. The initiator may be contacted for additional information and/or invited to present the application for discussion at the meeting.

The CEO will indicate the disposition of the request. It may be approved as submitted to the Finance Committee and then forwarded to the Board for approval, or returned for additional development, denied, etc.

Projects resulting in approved requests will be created and tracked with updates provided to the Finance Committee at appropriate milestones.

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Additional Information

Requests of less than $10,000 are generally considered achievable from the normal operating budget and would not qualify.

The proposal form can be requested from the finance team or accessed through the Governance section of C-Box:

Questions/comments regarding the Opportunity Fund policy or proposal form can be emailed to finance@apics.org and the finance team will respond as soon as possible.

The Foundation’s Beyond the Horizon research project with Michigan State University was the most recent project funded.