Tools and Methodologies

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.