Logistics & Supply Chain Management

Course #: BU605

Welcome to Laurier Library's Logistics & Supply Chain Management course guide.

Use the links below to navigate to the different sections of this guide.

Canadian overview

The State of Logistics: The Canadian Report 2008

This 2008 Industry Canada report is the "first assessment of the state of Canada's logistics and supply chain environment. This novel analysis is intended to help Canadian supply chain managers and decision-makers understand current and future trends, their competitive position in relation to leading firms within their own sector, and the steps that can be taken to become more competitive."

Global Business Strategy and Innovation: A Canadian Logistics Perspective

Industry Canada partnered with Canadian Manufacturers and Exporters (CME) and Supply Chain & Logistics Association Canada (SLC) to produce this industry-academia-government report to provide a "complete profile of logistics innovation and global business strategies in Canada."

Company research

Annual reports

Annual reports (and regulatory filings such as 10-Ks) can be useful sources of information on a publicly traded company's supply chain, logistics and distribution channels. Use the resources below to locate annual reports, then perform a Ctrl + F search using keywords: distribution channel, logistics, suppliers, supply chain, etc.

Mergent Online

Start typing the company name, then select the correct match from the options that appear. Click the Reports tab, then select Annual reports. Click on the report you want to view the PDF.

EDGAR

Use EDGAR to search U.S. filings from the Securities and Exchange Commission.

SEDAR

Use SEDAR to search Canadian filings.

AnnualReports.com

Contains thousands of annual reports.

Annual reports can also be found on company websites, usually in the "investor relations" section.

Tip 1: check company websites for separate annual sustainability or corporate social responsibility (CSR) reports and look for "green" supply chain policies and practices.

Tip 2: try searching the internet using the following search strategy: add company name before key subject terms followed by filetype:pdf. Example: Walmart "supply chain" filetype:pdf. This is often an easy way to find a company's annual report or sustainability report.

Article search for company information

Articles can be valuable sources of company information, including logistics and supply chain information. See the section in this Guide on Finding articles for suggested key terms to use in your search, then combine these with the company name to further focus your search. Try searching the following article databases:

Business Source Complete

Proquest Business Collection

Factiva

Watch the video tutorials: Finding Articles on a Topic, Finding Newspaper Articles and How to Search Proquest Databases.

Suppliers

Use the following resources to find suppliers for your business.

Canadian Company Capabilities

IndustryNet

Source Ontario Suppliers Search

ThomasNet

Top of page

Industry reports

S & P's NetAdvantage

Use industry reports for profiles of key industries associated with logistics and supply chain management: transportation, industrial machinery, etc. The “how the industry operates” section might be especially useful.

Marketline Advantage

Provides industry and company reports on the transport and logistics, wholesale, sourcing, business services and industrial goods and machinery sectors. Marketline's industry profiles are based on Porter's Five Forces Analysis.

Watch the video tutorial: International industry research: Marketline

BMI Industry Reports & Forecasts via ABI/INFORM

To access the BMI Industry Reports, click the "Browse" link at the top, then select the link for BMI Industry Reports under Industry and Market Research. You can start browsing either by industry or by location. To find country-specific industry forecasts, click the "+" sign next to business forecasts to expand options. These BMI quarterly reports contain either 5 or 10-year forecasts. Find country-specific reports on infrastructure, freight transport and shipping.

Top of page

Industry associations & institutes

Industry associations are good sources of industry information as they track trends of interest to their members and often make this material freely available on their websites. Find news and reports on current issues such as sustainability, third-party logistics and managing natural and human-made risks to supply chains and more.

Industry Associations

Canada

Canadian Supply Chain Sector Council (CSCSC)

Supply Chain Management Association (SCMA)

SCMA conducts and sponsors research. Locate the research reports by clicking on the the Tools & Resources tab at the top, then click on Research Studies in the left-hand navigation bar. SCMA has also compiled a list of links to other recent supply chain research reports.

Tip: find other logistics and supply chain industry associations using the Canada's Information Resource Centre. Note: deselect all of the reference resources and select only Associations Canada.

United States

Association for Operations Management (APICS)

INFORMS: Institute for Operations Research and the Management Sciences

Institute for Supply Management (ISM)

Find research from International Conference Proceedings from the past 17 years with links to the full text.

Material Handling Industry of America

Management consulting firms

McKinsey & Company

Type keywords (i.e. supply chains, logistics) in the search box and select the desired match from the options that appear.

PriceWaterhouseCoopers (PwC)

Read the Global Supply Chain Survey 2013 Next-generation supply chains: Efficient, fast and tailored.

Top of page

Surveys

Canada

Purchasing Managers' Index (PMI) surveys

The RBC Canadian PMI "measures month-to-month changes in a number of key indicators, such as new orders, inventories, price of goods and employment, as indicated in survey responses from a representative panel of purchasing management executives in the manufacturing sector across Canada."

Survey of Innovation and Business Strategy

"Statistics Canada has undertaken this survey to provide statistical information on the strategic decisions, innovation activities and operational tactics used by Canadian enterprises. The survey also collects information on the involvement of enterprises in global value chains."

United States

Annual Survey of Manufactures (ASM)

Global

Global Chief Procurement Officer Survey 2010

Top of page

Green supply chain management

Canada

Logistics and Transportation Services: A Canadian Perspective

This Industry Canada report (2009) "identifies industry perspectives, issues and drivers for green supply chain management practices, and thus helps inform logistics and transportation executives of current and future industry needs." Based on the Supply Chain and Logistics Association Canada's 2008 Green Supply Chain Survey, the report provides evidence for the performance and business benefits of Green Supply Chain Management (GSCM).

Manufacturing: A Canadian Perspective

This 2009 Industry Canada report "provides Canadian manufacturers with insights on the internal and external pressures involved in adopting green supply chain management (GSCM) practices, specific GSCM practices that manufacturers use, business benefits gained by Best–in–Class manufacturers, and the GSCM technologies and processes used to achieve them."

Retail Chains & Consumer Product Goods: A Canadian Perspective

This 2009 Industry Canada report "This report provides unique insights to help Canadian retail and consumer products supply chain executives understand the current trends and to recognize the benefits of adopting GSCM practices in distribution activities."

Top of page

B2B: Market segmentation

Industry classification systems such as the North American Industry Classification System (NAICS) can help business-to-business marketers segment the market and identify a potential customer base. Identify the industry group or subgroup most likely interested in your product or service, then find the associated NAICS code. Using the NAICS code(s), refer to resources such as Canadian Industry Statistics to determine the size and geographical distribution of each targeted industry group. You can often use these tools to further segment your market by firm size (number of employees or revenue), account size (or purchase size) and geographic location.

Use the industry codes to search online company directories such as Canadian Business Resource and Scott's Directories to identify specific companies as potential customers.

You can find more information on industry codes in the Industry Research Guide.

Top of page

Government procurement

Governments are large purchasers of goods and services but their buying processes must meet their own policy guidelines and the rules set by international trade agreements. Use the resources below to find government tenders, learn how to register as a supplier and the policies and guidelines to follow.

Canada

Public Works and Government Services Canada. Buyandsell.gc.ca

MERX

MERX is an electronic tendering service. Companies can use MERX to identify and bid on opportunities from government and private organizations. MERX's four services -- Canadian Public Tenders, Agencies, Crown & Private Corporations, U.S. Tenders and Private Construction -- help connect buyers and suppliers.

Use MERX for market intelligence to find out what contracts your competitors won and how much they got.

For more information, read the FAQs or watch a tutorial.

Note: the U.S. Tenders and Private Construction are not available to non-subscribers.

Canada Business Network. Selling to Provincial, Territorial and Municipal Governments

United States

FedBizOpps.gov

"FedBizOpps.gov is the single government point-of-entry for Federal government procurement opportunities over $25,000. Government buyers are able to publicize their business opportunities by posting information directly to FedBizOpps via the Internet. Through one portal - FedBizOpps (FBO) - commercial vendors seeking Federal markets for their products and services can search, monitor and retrieve opportunities solicited by the entire Federal contracting community."

Canada Business Network. Selling to foreign governments

Top of page

Global logistics and SCM

World Economic Forum. Global Enabling Trade Report 2014

". . .the Global Enabling Trade Report assesses the quality of institutions, policies and services facilitating the free flow of goods over borders and to their destinations. At the core of the report, the Enabling Trade Index benchmarks the performance of 138 economies in four critical areas: market access; border administration; transport and communications infrastructure; and regulatory and business environment. As a widely used reference, the report helps economies integrate global value chains and companies into their investment decisions. It informs policy dialogue and provides a tool to monitor progress on certain aspects of global trade."

World Economic Forum. Supply Chain Risk Initiative

Started in 2011, the Supply Chain Risk Initiative explores systemic risks to global supply chains and transport networks. The 2012 report New Models for Addressing Supply Chain and Transport Risk examines the systemic risk landscape, highlighting the need for proactive risk management. The report Building Resilience in Supply Chains “explores government and industry sector views on systemic supply chain risks and building a resilience framework to manage them.”

Logistics Performance Index

"The Logistics Performance Index is an interactive benchmarking tool created to help countries identify the challenges and opportunities they face in their performance on trade logistics and what they can do to improve their performance. The LPI 2014 allows for comparisons across 160 countries. The LPI is based on a worldwide survey of operators on the ground (global freight forwarders and express carriers), providing feedback on the logistics “friendliness” of the countries in which they operate and those with which they trade."

PriceWaterhouseCoopers (PwC)

Read the Global Supply Chain Survey 2013 Next-generation supply chains: Efficient, fast and tailored.

Top of page

Finding articles

Use the following article databases to search for scholarly, trade and popular articles on logistics and SCM. Below are some suggested keywords to use in your search. Place quotation marks around multiple terms to search as a phrase (e.g. “shipment of goods”). Combine these with a company name, industry keyword (or NAICS code) or geographic areas to further focus your search.

Business to business commerce Logistics Purchasing Supply chain management
Logistics and SCM Keywords
Distribution Material handling Push/pull strategy Third-party logistics (3PL)
e-purchasing Order processing Shipment of goods Transportation
Freight/freightage Physical distribution of goods Shipping

Value chain

Freight forwarding Procurement Sourcing Vendor supplier relations
Inventory Production management Suppliers Warehousing

Recommended article databases

Business Source Complete

Proquest Business Collection

Factiva

Watch the video tutorials: Finding Articles on a Topic, Finding Newspaper Articles and How to Search Proquest Databases.

Top of page

Business cases

Business Source Complete

Find business cases by typing the relevant keywords listed above and selecting Publication type: Case Study (find Publication Type on the right-hand side of the Search Options box, immediately below Published Date). Note: not all business cases are available in full text.

Marketline Advantage

Find business cases by typing one of the relevant keywords listed above into the search box and select Case Studies from the drop-down menu.

MHI: Case Studies

The Material Handling Industry of America (MHI) provides case studies. Filter your results by facility type, product category, industry or company using the menus on the right hand column.

ABI/INFORM Complete

Find business cases by typing the relevant keywords listed above and selecting the check box for Document type: business case (located in the centre of the screen but you may need to scroll down to make your selection). Note: not all business cases are available in full text.

Top of page

E-books

Below are links to Laurier Library's ebook collections. Each collection contains several thousand titles. Try searching them using the logistics and SCM keywords listed above.

ProQuest Ebook Central
Provides access to tens of thousands of books from scholarly, trade and university presses. Titles available were published between the late 1990s to newly published materials. Most titles allow unlimited simultaneous users but some can only be used by one reader at a time.
Scholars Portal Books
Search and read tens of thousands of books from scholarly presses, Canadian presses and governmental organizations. Click on "full text" to access the books Laurier has purchased or licensed.
University Press Scholarship Online
Click on Advanced Search at the top right above the basic search box. Use the drop-down menu at the centre of the page to select Subject. Then select Business and Management from the drop down menu that appears to the right. On the next row, enter search terms such as those listed above. Add additional rows as needed. Unless otherwise specified, your search results will include book chapters as well as entire books.

Top of page

Web resources

100 Elite Resources for Logistics

Logistics World

"Logistics World is a directory of logistics resources on the internet."

Credit: This course guide was created by Colin Deinhardt and is now maintained by Yanli Li.