Rosemary Coates, President of Blue Silk Consulting, is a seasoned executive with an MBA and 25+ years of experience in Chinese Sourcing and Manufacturing, Global Supply Chain Management, Procurement, Manufacturing, Importing/Exporting, and ERP Systems Consulting.
Prior to BSC, Ms. Coates was a Senior Director at SAP, the Supply Chain Practice Leader at KPMG Peat Marwick and at Answerthink, and a Regional Manager at Hewlett-Packard. Ms. Coates has consulted with global and domestic clients, VCs, and PE firms on operations systems and processes. She has considerable international experience and has worked for extended periods in Asia and Europe.
Ms. Coates is also the Executive Director of the Reshoring Institute and a member of the Board of Directors at the University of San Diego Supply Chain Management Institute. She teaches Global Supply Chain Strategy at UC Berkeley. She is a Licensed U.S. Customs Broker. She earned a BS in Business at Arizona State University and an MBA at the University of San Diego. She resides in Silicon Valley.
Rosemary Coates: Supply Chain Management Overview
Litigation Support - As an Expert Witness, Ms. Coates has assisted attorneys in their understanding of relevant Supply Chain Operations and Practices in sourcing, logistics, distribution, manufacturing, inventory, and Chinese Imports. She has worked on legal cases for the past 10 years, writing reports, giving depositions, and testifying at trial.
Import / Export Management
Project Management for Enterprise Software
ERP Software Consulting Implementation Failures and Runaway Projects
China Sourcing and Manufacturing
Sales Channel Distribution and Compensation
Global Manufacturing Operations, Contract Manufacturing, CMS, EMS
Transportation and logistics, 3PLs and Freight Forwarders, Freight Shipping
But procurement by thousands of individual hospitals and multiple governmental agencies is uneven and inefficient and we end up with variable pricing, too much inventory in some places, and not enough in others. These may look like supply chain issues on the surface, but they are actually project management issues.
Reshoring and manufacturing in America is hot. Companies are now considering the possibilities of returning manufacturing to the USA. According to a recent study, 54% of all US companies over $1 billion in revenues are planning or considering bringing at least some of their manufacturing back to the US.
The way imported products are sold has drastically changed over the past few years. With the rise of eCommerce and direct shipments to U.S. warehouses and customers, more and more counterfeit products are slipping into the U.S. Owners of brands and intellectual property are losing billions of dollars in revenue every year to counterfeiters that are selling bogus products, often at the same price or only slightly less than the true brand.
"Economics is strategy." This phrase made me sit up and take notice. It was from an article in The American Interest about China's One Belt One Road initiative (OBOR). Of course, we knew that OBOR was all about economics. I have written about China's building influence around the world, but to simplify China's actions in this one impactful phrase makes it so clear.
Consider Otis Elevator. OE is one of many U.S. manufacturers, including GE, Whirlpool and NCR, which announced they were bringing factories back to the U.S. from China, Mexico and other countries and whose efforts did not go well.
Have you been keeping up with the “Amazon Effect” on supply chains? This effect is defined as the impact the digital marketplace has on the traditional business model in retail. But for supply chain professionals, it is so much more.
The first book of its kind, Legal Blacksmith explains how to optimize supply chain relationships, starting with marketing outreaches and supplier bidding through handling legal disputes when supply chain relationships fail. This book is for in-house counsel who want to better understand supply chain operations, and supply chain operations personnel who want to better understand the law that applies to their field.
For business people who are experienced in doing business in China, or for first-time visitors, this book will provide valuable insights from real executives and experts. These executives offer their personal experiences and recommendations about sourcing and manufacturing in China.
The guidebook will assist you with steps to a successful Reshoring project by taking you through various decision components one by one. You will find thought-provoking ideas, helpful exercises, and outlines for things you will be considering during your Reshoring evaluation.
Complicating field service operations in today's environment is the global nature of the installed base and where in the world your products and spares are manufactured. Sourcing global parts, managing the parts supply chain and the investment required are the things that keep managers up at night. This book provides 42 essential rules to benchmark and develop a global service business.
Beat K. Schlumpf, FCILT, is an Expert in European Supply Chain Management, Networks and Logistics. Mr. Schlumpf has over 40 years of experience in supply chain execution. He is one of the few experts worldwide with operative experience of all carriers (Sea, Air, Road, Rail) and all speeds (heavy lifts, general cargo, full load, parcel, express, mail, courier).
Mr. Schlumpf has extensive knowledge in a broad range of management assignments. He has experience and professional competence in distribution logistics for manufacturers, retailers, producers, forwarding and transportation companies as well as postal operators (textile, machinery, postal services, mail, parcel, express, and transportation industries.)
Litigation Support: Few lawyers deal with the legal aspects of the entire supply chain. They are mostly specialized in certain fields and lack an overall assessment. Mr. Schlumpf can help attorneys for plaintiff and defendant through complex supply chain management issues and applicable law. His services are available internationally.
Mr. Schlumpf has acted as an Expert at the UNCTAD and was featured speaker on practices and operation used by global freight logistics firms for the World Trade Organization (WTO) and lecturer for distribution logistics. He has published articles on outsourcing, one stop shopping, co-operation with forwarders and integrators, and new inventing Operations Audit to increase efficiency.
Stephen (Steve) T. Hopper, PE, is Founder and Principal of Inviscid Consulting. Over more than three decades, Steve has helped hundreds of clients plan and streamline their warehousing, logistics, manufacturing, and distribution operations by driving down operating costs, boosting capacity, improving service levels, mitigating risk, implementing effective supply chain solutions, emphasizing safety, and enhancing the performance of their supply chain resources: people, processes, inventory, facilities, equipment, material handling systems, transportation assets, and supply chain information technology (IT). He has worked with clients ranging from small businesses to Fortune 100 corporations.
Steve earned a Bachelor of Industrial Engineering (BIE) degree from The Georgia Institute of Technology (Georgia Tech) and is a board-certified, licensed, registered Professional Engineer (PE). He has served as an expert witness on dozens of cases involving supply chain operations in the US, Canada, and Australia and has advised private equity and venture capital investors. He has also been interviewed by the supply chain industry media, authored articles for industry publications, and spoken at industry events.
3PL / Outsourced distribution and fulfillment
Apparel / Footwear
Direct-to-consumer / Ecommerce / Catalog
Food / Beverage / Grocery
High-tech / Electronics
Industrial / Automotive / Aerospace
Mining / Drilling
Pharmaceutical / Health and life sciences
Reverse logistics / Returns
Wholesale / General distribution
Supply Chain Solutions Expertise
Warehouse management systems (WMS)
Warehouse control systems (WCS)
Warehouse execution systems (WES)
Slotting and order picking systems
Transportation management systems (TMS)
Labor management systems (LMS)
Order management systems (OMS)
Voice and automatic identification systems
Equipment, automation, robotics, and software used for handling, packaging, storing, and transporting materials
Jacob Sharony, PhD, MBA, has over 25 years of experience in Mobile and Wireless Technologies. He is currently an adjunct professor at Columbia University, teaching wireless technologies and applications. He also served as a faculty member of the electrical and computer engineering department and director of the Center of Excellence in Wireless and Information Technology at Stony Brook University. Dr. Sharony held engineering and management positions in diverse technology disciplines at Time Warner Cable, Motorola, BAE Systems, NEC Research Institute, and IBM Research. He has over 50 US patents (pending and issued) and has served on several government expert panels.
Litigation Support - Dr. Sharony provides Patent and Class Action litigation support and expert consulting in mobile and wireless technologies. This includes patent infringement and invalidity analysis, FRAND analysis, writing expert reports, and deposition, and testimony in court. His deep knowledge of target markets, including telecom, healthcare, logistics, transportation, government, hospitality, mobile commerce and supply chain management, combined with extensive expertise in wireless and mobile technologies ensure innovative and successful solutions.
Panorama Consulting Group specializes in Enterprise Resource Planning (ERP) Systems and has multiple testifying experts for failed software litigation. This high-profile firmis called upon to investigate the feasibility of litigation, provide software expert witness testimony, and build background reporting for some of the industry’s highest-profile software lawsuits. They have worked with organizations ranging from multi-national conglomerates to boutique and large law firms, as well as state offices of the Attorney General.
As independent enterprise software experts, Panorama Consulting Group has hands-on experience with hundreds of software vendors. Their firm is not tied to a single law firm or software vendor, allowing them to focus on all types of clients and industries.
Litigation Support: The experts at Panorama Consulting Group work for both plaintiffs and defendants, software vendors and system integrators, and their customers. Their differentiator is using a team-based approach to provide expertise beyond just the testifying expert, which is cost-effective and efficient for their clients. They have multiple software expert witnesses available for provision of reports, depositions, and testimonies.
Fraud and Misrepresentation
Breach of Contract
“Off-the-shelf” Software Capability Misrepresentation and Claims
Undefined Roles / Poorly Executed Responsibilities (Internal project team, VAR, ERP vendor, ERP consultant, or system integrator)
Lack of Skills and Competencies
Poor Project Management
Poor Benefits Realization
Poor Implementation Planning, Resourcing and Budgeting
Following a failed ERP implementation, this state government agency was analyzing the feasibility of a lawsuit against its software selection and implementation partner. The government agency had contracted with the consulting firm to assist in the replacement of its tax collection systems but was forced to stop work after nearly two years of delays and inadequate staffing.
Panorama’s Expert Witness team was retained to provide a forensic analysis and written report to the court regarding the failed implementation of a major software developer’s ERP/payroll system. The goal of the implementation was to allow for the generation of accurate and traceable employee payrolls for a large governmental entity.
Jo-Anne Daniels has been a International Trade and Transportation Industry consultant for over 25 years. She is the principal and founder of Trade Resources & Associates, a consulting firm that specializes in cross-border transactions, trade compliance, and transportation management.
Ms. Daniels has been a Licensed Customs Broker since 1987 and has experience leading global trade compliance and transportation for multinational corporations, such as, Micron Technology, Aviza, Inc., Flextronics (formerly Solectron), and Applied Materials. She is a frequent invited speaker for trade associations and logistics organizations. Ms. Daniels authored several industry publications and is the past President of the Professional Association of Exporters and Importers.
Litigation Support - Ms. Daniels is an experienced expert witness and has provided expert witness litigation services to both corporations and individuals. She is qualified to provide independent expert opinions, expert reports and declarations, and expert witness testimony at deposition in the matters of International Trade, U.S. Customs laws, U.S. Export Administration, and International Traffic in Arms Regulation and practice.
Areas of Expertise:
Customs and Export Compliance
Cargo and Shipping
Freight Forwarding Ocean Cargo Logistics
Reverse Logistics and Warehousing
Planning and Execution of the Movement of Goods (Domestic / International)
Movement of Goods via Trucking and other Transportation Modalities
SUMAC made several key regulatory changes as compared to the North American Free Trade Agreement (NAFTA) that affect compliance and liability. Learning to navigate and master these new provisions are the key to complying with the regulations, minimizing liability for non-compliance, and succeeding in global trade.