At SCM Professionals, we combine battle-tested frameworks, healthcare-specific tools, and collaborative design to ensure every engagement delivers not only insight but action. Our approach is disciplined, data-informed, and purpose-driven.
Here’s a look at the methodologies and tools that power our work:

1. Change Management Frameworks (ADKAR, Kotter, Custom Hybrid Models)
We tailor change frameworks based on the environment. For healthcare and federal clients, we most often leverage:
- ADKAR (Prosci): To guide individuals through Awareness, Desire, Knowledge, Ability, and Reinforcement.
- Kotter’s 8-Step: For leading enterprise-level transformation.
- Custom Hybrid: Developed specifically for operational changes across multi-site supply chains and federal systems.
These models help us ensure buy-in from front-line staff through executive leadership and turn resistance into readiness.
2. SCM Productivity Scorecard (Role-Based Benchmarking Tool)
A proprietary framework developed by SCM Professionals to:
- Measure productivity across roles such as Receiving, Putaway, Distribution, Linen, and Contracting.
- Establish performance tiers, surface variability, and align staffing models to operational needs.
- Justify FTE requests using real data, not assumptions.
Includes pre-built templates, department-level heat maps, and customizable KPIs.
3. Single Supply Chain Integration Readiness Framework
Created to support large-scale health systems evaluating consolidation opportunities, this framework evaluates:
- Governance Structure & Reporting Lines
- Workforce Configuration & Role Clarity
- Data Governance & Performance Metrics
- Technology Readiness & System Alignment
Used in system-wide initiatives (e.g., OHSU) to assess current-state maturity and develop phased integration strategies.
4. Executive KPI Dashboards & Performance Reporting
In partnership with CBT Analytics, we design and deploy dashboards tailored to various leadership levels:
- C-Suite: Strategic visibility and ROI tracking
- Directors: Departmental productivity and initiative tracking
- Managers: Operational throughput, error rates, and demand forecasting
Tools used include Power BI, Tableau, Excel-based models, and custom web visualizations.
5. Federal Contracting Toolkit
Built for SDVOSBs, VOSBs, and mission-driven organizations looking to work with the VA, DoD, and other federal agencies:
- Capability Statement Templates
- Pricing Model Guidance
- Past Performance Libraries
- Proposal Drafting & Compliance Review
- Post-Award Project Planning Templates
We also advise on subcontractor strategy, P-Card alignment, and FAR-based compliance.
6. Spend Analysis & UNSPSC Taxonomy Implementation
In collaboration with CBT Analytics, we offer:
- Deep item master cleanses (clinical and non-clinical)
- UNSPSC mapping for system-wide standardization
- Market basket creation to support strategic sourcing
- Crosswalk development for ERP/EHR systems (Lawson, PeopleSoft, Workday, etc.)
- Opportunity dashboards for contract optimization
Used across clients like Memorial Sloan Kettering, Intermountain Healthcare, and Penn State Health.
7. Inventory Optimization & Disruption Response Playbooks
Developed from frontline crisis leadership during COVID-19 and refined through engagements with high-volume trauma centers and regional networks:
- Forecasting models for demand surges
- Safety stock and substitute protocols
- Disruption escalation chains and mitigation planning
- Recall response tracking and back-order visibility tools
8. Operational Maturity Models
Used in readiness assessments, these tiered models assess capabilities across:
- Technology
- Leadership engagement
- Data utilization
- Process standardization
- Clinical integration
Maturity scores help prioritize investments and time-phased implementation strategies.