APICS OMBOK Framework

Appendices

In May 2009, APICS conducted two surveys of operations management and supply
chain management professionals. Respondents related the relevancy of specific APICS
Operations Management Body of Knowledge (OMBOK) Framework topics to their
work. Respondents evaluated each APICS OMBOK Framework topic as directly
relevant, generally relevant, or not relevant to their own or their teams’ responsibilities.
Analysis of the data revealed which topics have greater relevancy for each job title
and industry. A checked box indicates that the topic is very relevant, a frequent
responsibility. Unchecked boxes indicate the topic is not relevant or is a task performed
infrequently. Over the course of an operations management professional’s career he or
she may encounter all topics covered in the framework.

APICS created two appendices included in the 2009 edition of the APICS OMBOK
Framework. The first appendix is produced from the results of operations management
and supply chain management professionals in the non-manufacturing industries of
distribution, health care services, retail, utilities, and hospitality. The second appendix is
based on operations management and supply chain management professionals currently
in the following job titles, including

• Materials management director/manager

• Supply chain director/manager
• Distribution/logistics director/manager
• Master scheduler
• Buyer/planner
• Demand planner
• Master scheduling manager
• Purchasing director/manager
• Warehouse manager
• Lean operations facilitator
• Supply chain analyst
• Capacity planner (internal and external)

74 ©2009 APICS The Association for Operations Management

Appendix I: Relevancy by Industry (Non-Manufacturing)
OMBOK SECTION Distribution Health Care Retail Utilities Hospitality

OMBOK Chapter 2—Strategy

2.1 Operations Strategy x x x x x

2.2 Supply Chain Strategy x x x x x
2.3 Operations Management Links to Other
Business or Organizational Areas x x x x x
2.4 Product/Service Design x x x x x
2.5 Strategic Capacity x x x x x

OMBOK Chapter 3—Supply Chain

3.1 Responsiveness, Agility, and Efficiency x x x x x

3.2 Supply Chain Visibility x x x x
3.3 Risk Management x x x x x
3.4 Locating Facilities x x x x x
3.5 Distribution x x x x x
3.6 Warehousing x x x x
3.7 Logistics x x x x
3.8 International Regulations x
3.9 Strategic Sourcing x x x x x
3.10 Customer Relationship Management x x x x x
3.11 Lean Management x x x x x

OMBOK Chapter 4—Processes

4.1 Process Mapping x x x x x

4.2 Manufacturing Process Environments
4.3 Service Processes x x x x x
4.4 Quality x x x x x

APICS OMBOK Framework, Second Edition 75

OMBOK SECTION Distribution Health Care Retail Utilities Hospitality

OMBOK Chapter 5—Planning and Control

5.1 Enterprise Resources Planning (ERP) x x

5.2 Inventory: Dependent
and Independent Demand x x x
5.3 Demand Management and Forecasting x x x x x
5.4 Sales and Operations Planning (S&OP) x x x x x
5.5 Material Requirements Planning (MRP) x x x x x
5.6 Master Planning*
(See OMBOK Section 5.3) x x x x x
5.7 Distribution Requirements Planning (DRP) x x
5.8 Inventory Management x x x x x
5.9 Inventory Models x x x x
5.10 Vendor-Managed Inventory x x x x
5.11 Collaborative Planning, Forecasting,
and Replenishment (CPFR) x x x

OMBOK Chapter 6—Scheduling

6.1 Routing x x
6.2 Standards (Time Measurement) x x x x
6.3 Scheduling Techniques x x x x x
6.4 & 6.5 Dispatching* (See OMBOK 6.5) x
6.6 Queuing and Simulation x
6.7 Theory of Constraints (TOC) x
6.8-6.9 Advanced Planning Systems (APS)
6.10 Production Activity Control (PAC) x x x x
6.11 Manufacturing Execution System
Management - Tracking x x

OMBOK Chapter 7—Project Management

7.1 Project Organization x x x

7.2-7.3 Planning Processes x x x

76 ©2009 APICS The Association for Operations Management

OMBOK SECTION Distribution Health Care Retail Utilities Hospitality

OMBOK Chapter 8— Advanced Manufacturing and Service Technology

8.1 Information Technology x x x x x

8.2 Automated Manufacturing

8.3 Advanced Service Systems

OMBOK Chapter 9—Emerging Operations Technologies

9.1-9.4 Web Collaboration/E-Business,

Warehouse Management Systems
(WMS), Virtual Team Collaboration x x x x
Rapid Prototyping

APICS OMBOK Framework, Second Edition 77

Appendix II: Relevancy by Job Title
Master Ware-
Materials SC Dist. Master Buyer/ Demand Purchasing Lean Ops SC Capacity
Scheduling house
Manager Manager Manager Planner Planner Manager Manager Facilitator Analyst Planner
Manager Manager

OMBOK Chapter 2—Strategy

2.1 Operations Strategy x x x x x x x x x x x x

2.2 Supply Chain
Strategy x x x x x x x x x x x
2.3 Operations
Management Links
to Other Business x x x x x x x x x x x x
or Organizational
Areas
2.4 Product/Service
Design x x x x x
2.5 Strategic Capacity
x x x x x x x x x x x

OMBOK Chapter 3—Supply Chain

3.1 Responsiveness,
Agility, and x x x x x x x x x x x x
Efficiency
3.2 Supply Chain
Visibility x x x x x x x x x x x x
3.3 Risk Management x x x x x x x x x x x
3.4 Locating Facilities x x
3.5 Distribution x x x x x x x x x x x x
3.6 Warehousing x x x x x x x x x x
3.7 Logistics x x x x x x x x x x x
3.8 International
Regulations x x x x x x
3.9 Strategic Sourcing x x x x x x x x
3.10 Customer
Relationship x x x x x x x x x x x
Management
3.11 Lean Management x x x x x x x x x x x

OMBOK Chapter 4—Processes

4.1 Process Mapping x x x x x x x x x x x

4.2 Manufacturing
Process x x x x
Environments
4.3 Service Processes x x
4.4 Quality x x x x x x x x x x

78 ©2009 APICS The Association for Operations Management

 Master Ware-
Materials SC Dist. Master Buyer/ Demand Purchasing Lean Ops SC Capacity
Scheduling house
Manager Manager Manager Planner Planner Manager Manager Facilitator Analyst Planner
Manager Manager

OMBOK Chapter 5—Planning and Control

5.1 Enterprise Resources

Planning (ERP) x x x x x x x x x x x x
5.2 Inventory:
Dependent and x x x x x x x x x x x x
Independent Demand
5.3 Demand Management
and Forecasting x x x x x x x x x x x
5.4 Sales and Operations
Planning (S&OP) x x x x x x x x x x x x
5.5 Material Requirements
Planning (MRP) x x x x x x x x x x x x
5.6 Master Planning*
(See OMBOK x x x x x x x x x x x x
Section 5.3)
5.7 Distribution
Requirements x x x x x x x x x x
Planning (DRP)
5.8 Inventory
Management x x x x x x x x x x x x
5.9 Inventory Models x x x x x x x x x x x x
5.10 Vendor-Managed
Inventory x x x x x x x x x x
5.11 Collaborative
Planning,
Forecasting, x x x x x x x x x x x x
and Replenishment
(CPFR)

OMBOK Chapter 6—Scheduling

6.1 Routing x x x x x x x
6.2 Standards (Time
Measurement) x x x x x x x
6.3 Scheduling
Techniques x x x x x x x x x
6.4-6.5 Dispatching*
(See OMBOK 6.5) x x x x x x
6.6 Queuing and
Simulation x x
6.7 Theory of
Constraints (TOC) x x x x x x

APICS OMBOK Framework, Second Edition 79

 Master Ware-
Materials SC Dist. Master Buyer/ Demand Purchasing Lean Ops SC Capacity
Scheduling house
Manager Manager Manager Planner Planner Manager Manager Facilitator Analyst Planner
Manager Manager

6.8-6.9 Advanced
Planning x x x x x x
Systems (APS)
6.10 Production Activity
Control (PAC) x x x x x x x x x x
6.11 Manufacturing
Execution System
Management - x x x x x x x x x
Tracking

OMBOK Chapter 7—Project Management

7.1 Project Organization x x x x x x x x x x x

7.2-7.3 Planning
Processes x x x x x x x x x

OMBOK Chapter 8—Advanced Manufacturing and Service Technology

8.1 Information
Technology x x x x x x x x x x x
8.2 Automated
Manufacturing x
8.3 Advanced Service
Systems

OMBOK Chapter 9—Emerging Operations Technologies

9.1-9.4 Web
Collaboration/
E-Business
Warehouse
Management
Systems (WMS) x x x x
Virtual Team
Collaboration
Rapid
Prototyping

80 ©2009 APICS The Association for Operations Management