EDUCATION
. PhD in Business, in progress, expected completion January 2012
International School of Management, Paris France
. Master of Science in Supply Chain Management (SCM), 2005
University of San Diego, School of Business, San Diego, CA
. Bachelor of Science in High-Tech Business Administration, 2002
California State University San Marcos, School of Business, San Marcos, CA
. Associate of Arts in Accounting, 1995
Palomar College, San Marcos, CA.
. Certificate in Materials Management, 1990
San Diego State University, San Diego, CA.
EMPLOYMENT/EXPERIENCE
ACADEMIA
Editorial Review Board member, Institute for Supply Management (ISM), 2008 appointment.
Review the focus and content of ISM’s eSide Supply Management articles submitted and/or written inhouse, provide comments for article improvement, and act as a sounding board for the staff regarding article topics, contact names and resources.
eSide Supply Management is a bimonthly subscription-based electronic newsletter, which delivers ISM and supply management related news and updates, as well as breaking news, such as the ISM Report On Business®.
Contract subject matter expert, John Wiley & Sons Publications, Hoboken, NJ, 2008
Responsible for developing and writing educational course material for retail supply chain management.
Instructor, School of Business, University of San Diego, San Diego, CA, January ‘05- present
COURSES INCLUDE:
CLASS DESCRIPTION STUDENTS UNITS
OPERATIONS MANAGEMENT , UNDERGRAD CANDIDATES 3
FALL/SPRING, 2007/2008,
DECISIONS SYSTEMS
SUPPLY MANAGEMENT, SPRING, GRADUATE CANDIDATES (REQUIRED) 3
2006/2007
SUPPLY CHAIN SYSTEMS, INDEPENDENT STUDY FOR GRADUATE 3
FALL 2005 CANDIDATE (ELECETIVE)
SUPPLY CHAIN STRATEGY, CERTIFICATE CANDIDATES N/A
SUMMER 2005
SUPPLY MANAGEMENT, UNDERGRADUATE CANDIDATES 3
SPRING 2005 (ELECTIVE)
Instructor, School of Business, California State San Marcos, San Marcos, CA, January ‘07- present
COURSES INCLUDE:
CLASS DESCRIPTION STUDENTS UNITS
INTRODUCTION TO OPERATIONS NON-OPERATIONS UNDERGRAD 2
MANAGEMENT , SPRING 2007 CANDIDATES (REQUIRED COURSE)
Instructor, Business Education Department, Palomar College, San Marcos, CA, June ‘07- present
COURSES INCLUDE:
CLASS DESCRIPTION STUDENTS UNITS
BUSINESS 105, ENTREPRENEURIAL UNDERGRADUATE CANDIDATES 3
BUSINESS, SUMMER 2007
BUSINESS 100, UNDERSTANDING UNDERGRADUATE CANDIDATES 3
BUSINESS, FALL 2007
SUPPLY MANAGEMENT, UNDERGRADUATE CANDIDATES 3
SPRING, 2008
BUSINESS MGMT 115,
ORGANIZATIONAL THEORY/DESIGN, UNDERGRADUATE CANDIDATES 3
FALL 2008
BUSINESS MGMT 130, LEADERSHIP, UNDERGRADUATE CANDIDATES 3
FALL 2008
Consulting:
Inventory Consultant Breg, Vista, CA 2001 – 2002
Served on CSUSM consulting team that studied inventory practices, and developed a detailed plan for
improving inventory accuracy.
Research and Papers:
Delegation Summary as Presented by the International Purchasing and Supply Education and Research
Association (IPSERA) at the 2007 conference in Bath England:
Quantifying “The True Supply Chain Disconnect”
Pat Lupica, M.S., 4553 Hancock Circle Oceanside CA, 92056
Simon Croom, Ph.D., University Of San Diego, 5998 Alcala Park, San Diego, CA 92110-2492
Practitioner Paper PP/07/005: Supply Chain Management (SCM)
Summary
While there is overwhelming evidence that Supply Chain Management is a top initiative for many firms seeking to improve efficiencies by various degrees of integration with customers and suppliers, far less attention has/is being given to internal processes, which results in a disconnect in planning between the
Sales & Marketing and Operations functions that will inhibit the alignment of demand with supply, which will prevent firms from fully realizing benefits of a “value network”.
Our research results confirm that the disconnect problem is wide spread, but there is evidence that firms’ recognize the problem and are making attempts to close the gap. The paper makes specific recommendations for resolution of the sales and operations planning disconnects based on research results.
2006 IPSERA Conference in San Diego, CA
The True Supply Chain Disconnect: Topical View, Practitioner Paper
Pat Lupica M.S., SCM
Summary
Concepts suggested in this paper begin internal to an organization, but benefits span the entire supply chain. This paper suggests that the division between sales and operations will impede supply chain alignment if firms don’t find a way to flow valuable customer information through the company to purchasing and on to suppliers, who in turn need to ensure that information is being flowed through to second and third tier suppliers in a timely manner. It is suggested that a fundamental shift is required in the traditional reporting structure, responsibilities within sales and operations, and the goals and reward structure.
INDUSTRY
LNK Consulting, Oceanside, CA., President, 2007 to present – A Network Integration Company
Provide tools, data analysis, coaching, implementation guidance, etc., for Supply Chain Management strategy,
Sales and Operations Planning, Score Card development, and specific operations management function assistance in inventory control, process development, ISO preparation and implementation, supply base analysis and segmentation, and import/export controls & record keeping procedures.
Linear LLC, Carlsbad, CA, Master Scheduler, 2003 – 2007 (Operations)
Accomplishments include: successful new warehouse transition; improved inventory turns by 44% by the end of the first year (without compromising on-time delivery) through automation and improvements of scheduling activities and data integrity, which included: defined exception reports for reviewing inventory status – shortages as well as excess; established quantitative safety stock levels; increased shipping frequency and reduced lot size. Most recently defined process to link forecast (FC) data to actual shipments for measuring FC variability, roll up capability by product code, $$, etc., and input for the annual Production Plan.
Inventory Responsibility: $5M, 1500 F/G SKUs, 3 warehouses, 4K SOs w\ approx 11K order lines per month
Responsibilities:
° Bridge Sales & Marketing with Operations.
° Conduct quarterly forecast meetings with sales.
° Establish, review, and maintain the Master
Production Schedule for a high volume MTS
environment.
° Manage new product release & ECO changes.
° Generate daily revenue status report: expected
revenue/shortfall/shipments.
° Conduct training as required.
° Ensure proper use of INCOTERMS, and UCC
FOB terms.
° Primary communication link with China
operations.
° Scheduling of OEM products.
° Travel to China (Hong Kong and PRC) as
required.
ASYMTEK, Carlsbad, CA, Senior Inventory Analyst & Key Account Specialist
Senior Inventory Analyst, 1999 – 2003 (Operations)
Accomplishments: Established performance objectives and implemented consignment programs with key customers, which resulted in an inventory “return” reduction of approximately $1 M year, and inventory
reduction in the millions to respective customers.
° Managed consignment programs.
° Participated on negotiating team for key
customer accounts.
° Set inventory measures/standards.
° Developed B2B processes for key customers.
° Forecasted spare parts.
° Performed extensive data mining.
° Qualified third party logistics providers.
° Served on the ISO implementation team and as
an internal ISO auditor.
Key Account Specialist (global accounts), 1996 –1999 (Sales & Marketing)
Accomplishments: Reduced RFP lead-time from approximately 1 to 2 weeks to 1 to 3 days through standardization of internal processes.
° Performed external environment analysis.
° Managed internal activities for customer driven
projects.
° Reviewed, interpreted, and communicated
customers’ forecast requirement to production.
° SOW examination.
° Reviewed customer contracts and responded to
purchase agreements, and terms and conditions.
° Participated on technical review teams.
° Developed and documented order management
processes.
° Traveled to Western Europe as required.
HUGHES-JVC, Carlsbad, CA, International Administrator, 1994 – 1996 (Sales)
Accomplishments: Established consignment and demo tracking system for high end projection systems.
° Contract review.
° Bridged customer requirements with
operations.
° Interpreted US Bureau of Export
Administration Regulations for compliance.
° Assisted customers with import/export issues.
° Acceptance authority and execution of Letters
of Credit and Carnets.
° Ensure proper use of INCOTERMS & UCC
FOB terms.
° Coordinated CE Compliance issues.
° Conducted daily communication with foreign
trading partners.
COMPUTER SYSTEMS/PROGRAMS
WebCT; Forecast-X (John Gault Solutions); DataWorks, Macola, and VAX ERP/MRP II programs;
Windows XP: Word/Excel/PowerPoint/Visio/Project.
** Participated on ERP functional assessment team (Linear) and went through ERP implementation
(Asymtek).
WORKSHOPS
2005-2008
• 22nd Annual Strategic Supply Chain Mgmt
Forum, USD, 2007/2008
• Executive S&OP workshop, IBF, Atlanta,
Ga. 2007
• 2007 IPSERA Conference presenter and
participant, Bath England
• APICS exam writing workshop for CPIM
exam questions, VA, 2006
• 2006 IPSERA Conference presenter and
participant, San Diego, CA
• APICS, Master Scheduling of Resources
• Masterclass, SCM, USD – 2 day Executive
strategy building workshop, 2006
Thru 2004
• APICS, Basics of Supply Chain
Management
• APICS, Inventory Management
• APICS, Systems and Technologies
• Chicago Supply Chain Expo
• Export Documentation - International
Trade Institute
• Export Licensing - US Department of
Commerce
• Export Mgmt Systems - US Department of
Commerce
• International Letters of Credit - 1st
Interstate & B of A
• Managing the Complex Sale
MEMBERSHIPS/AFFILIATIONS
APICS MEMBER/VOLUNTEER/INSTRUCTOR – WWW.APICS.ORG ; CPIM 70% COMPLETE
IPSERA MEMBER - WWW.IPSERA.COM
PEOPLE TO PEOPLE AMBASSADOR PROGRAMS DELEGATE, ID 112346 – INVITED TO PARTICIPATE
IN THE 2007 OPERATIONS MGMT DELEGATION TO CHINA - WWW.AMBASSADORPROGRAMS.ORG
ROADMAPS INSTITUTE FOUNDING MEMBER - WWW.ROADMAPSINSTITUTE.ORG
RED CROSS VOLUNTEER – SD NORTH COUNTY DISASTER ACTION TEAM (DAT) MEMBER
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