Trends for Outsourcing, Nearsourcing and Insourcing Research Conducted by: Lisa Anderson, MBA, CSCP This research is conducted by Lisa Anderson of LMA Consulting Group, Inc. to understand the trends affecting decisions to outsource, nearsource, and insource manufacturing. This survey should take only 6-7 minutes to complete. Be assured that all answers you provide will be kept in confidentiality. Thank you so much for your participation. Question Title * 1. Please complete the matrix with respect to your organization (check all that apply): Outsourcing-Outside of U.S. Near sourcing – (placing operations close to where the product is sold; ex. Mexico) Insourcing (contracting vital services to be performed in-house) Not Applicable Which has your organization done or have you seen the most in the last 20 years? Which has your organization done or have you seen the most in the last 20 years? Outsourcing-Outside of U.S. Which has your organization done or have you seen the most in the last 20 years? Near sourcing – (placing operations close to where the product is sold; ex. Mexico) Which has your organization done or have you seen the most in the last 20 years? Insourcing (contracting vital services to be performed in-house) Which has your organization done or have you seen the most in the last 20 years? Not Applicable Which strategy are you considering currently? Which strategy are you considering currently? Outsourcing-Outside of U.S. Which strategy are you considering currently? Near sourcing – (placing operations close to where the product is sold; ex. Mexico) Which strategy are you considering currently? Insourcing (contracting vital services to be performed in-house) Which strategy are you considering currently? Not Applicable Which do you think will have the largest increase in the next 5 years? Which do you think will have the largest increase in the next 5 years? Outsourcing-Outside of U.S. Which do you think will have the largest increase in the next 5 years? Near sourcing – (placing operations close to where the product is sold; ex. Mexico) Which do you think will have the largest increase in the next 5 years? Insourcing (contracting vital services to be performed in-house) Which do you think will have the largest increase in the next 5 years? Not Applicable Which do you think is most profitable? Which do you think is most profitable? Outsourcing-Outside of U.S. Which do you think is most profitable? Near sourcing – (placing operations close to where the product is sold; ex. Mexico) Which do you think is most profitable? Insourcing (contracting vital services to be performed in-house) Which do you think is most profitable? Not Applicable Which do you think provides the best service? Which do you think provides the best service? Outsourcing-Outside of U.S. Which do you think provides the best service? Near sourcing – (placing operations close to where the product is sold; ex. Mexico) Which do you think provides the best service? Insourcing (contracting vital services to be performed in-house) Which do you think provides the best service? Not Applicable Question Title * 2. For the following functions in your organization, please identify how much of which activities are outsourced, near-sourced, and/or insourced using the following scale 0: None 1: A few activities 2: about one-half 3: Most 4: All 5: None now, but considering in the future Outsourced Near-sourced Insourced Manufacturing 0 1 2 3 4 5 Manufacturing Outsourced menu 0 1 2 3 4 5 Manufacturing Near-sourced menu 0 1 2 3 4 5 Manufacturing Insourced menu Logistics 0 1 2 3 4 5 Logistics Outsourced menu 0 1 2 3 4 5 Logistics Near-sourced menu 0 1 2 3 4 5 Logistics Insourced menu Packaging 0 1 2 3 4 5 Packaging Outsourced menu 0 1 2 3 4 5 Packaging Near-sourced menu 0 1 2 3 4 5 Packaging Insourced menu Customer Service 0 1 2 3 4 5 Customer Service Outsourced menu 0 1 2 3 4 5 Customer Service Near-sourced menu 0 1 2 3 4 5 Customer Service Insourced menu Information Services 0 1 2 3 4 5 Information Services Outsourced menu 0 1 2 3 4 5 Information Services Near-sourced menu 0 1 2 3 4 5 Information Services Insourced menu Finance 0 1 2 3 4 5 Finance Outsourced menu 0 1 2 3 4 5 Finance Near-sourced menu 0 1 2 3 4 5 Finance Insourced menu R&D 0 1 2 3 4 5 R&D Outsourced menu 0 1 2 3 4 5 R&D Near-sourced menu 0 1 2 3 4 5 R&D Insourced menu Planning 0 1 2 3 4 5 Planning Outsourced menu 0 1 2 3 4 5 Planning Near-sourced menu 0 1 2 3 4 5 Planning Insourced menu Procurement 0 1 2 3 4 5 Procurement Outsourced menu 0 1 2 3 4 5 Procurement Near-sourced menu 0 1 2 3 4 5 Procurement Insourced menu Human Resources 0 1 2 3 4 5 Human Resources Outsourced menu 0 1 2 3 4 5 Human Resources Near-sourced menu 0 1 2 3 4 5 Human Resources Insourced menu Sales & Marketing 0 1 2 3 4 5 Sales & Marketing Outsourced menu 0 1 2 3 4 5 Sales & Marketing Near-sourced menu 0 1 2 3 4 5 Sales & Marketing Insourced menu Question Title * 3. Of the following activities, which do you consider core competencies within your organization?Scale of 1 (No Competency) - 5 (Highly Competent) 1 2 3 4 5 Manufacturing Manufacturing 1 Manufacturing 2 Manufacturing 3 Manufacturing 4 Manufacturing 5 Logistics Logistics 1 Logistics 2 Logistics 3 Logistics 4 Logistics 5 Packaging Packaging 1 Packaging 2 Packaging 3 Packaging 4 Packaging 5 Customer Service Customer Service 1 Customer Service 2 Customer Service 3 Customer Service 4 Customer Service 5 Information Services Information Services 1 Information Services 2 Information Services 3 Information Services 4 Information Services 5 Finance Finance 1 Finance 2 Finance 3 Finance 4 Finance 5 R&D R&D 1 R&D 2 R&D 3 R&D 4 R&D 5 Planning Planning 1 Planning 2 Planning 3 Planning 4 Planning 5 Procurement Procurement 1 Procurement 2 Procurement 3 Procurement 4 Procurement 5 Human Resources Human Resources 1 Human Resources 2 Human Resources 3 Human Resources 4 Human Resources 5 Sales & Marketing Sales & Marketing 1 Sales & Marketing 2 Sales & Marketing 3 Sales & Marketing 4 Sales & Marketing 5 Question Title * 4. What was the prime motivation (or would be) for making your decision to outsource, near-source or insource? (select all that apply) Corporate direction Amount of capacity Cost reduction Process of sourcing Amount of skills Quality of product Number of employees Customer service Lead Time issues Inventory Technology Other (please specify) Question Title * 5. What are your major concerns about your decision to outsource, near-source or insource? (Select all that apply) Wage increase Concerns about Safety and Security in oursourcing/insourcing country Management Control Communication and Coordination Quality control concerns Operational hindrances Lack of skills Lack of employees Bad publicity Other (please specify) Question Title * 6. In assessing your decision to outsource, nearsource or insource, which of the following best reflects your sentiments Best decision Jury is out, we don’t know yet Good decision at the time, but reassessing Haven’t made the decision Bad decision Why? Question Title * 7. What sources help you the most in making your outsourcing, nearsourcing and insourcing decisions? Industry association Government Consultant Online research Peer networking Other (please specify) Question Title * 8. Which of the following best describes your functional area of responsibility? Owner: CEO, President, Director Finance: CFO, Accounting Operations: COO, Operations Director, Plant Manager Supply Chain Advisor Other (please specify) Question Title * 9. What type of business is your company? Manufacturer Distributor Service Professional Other (please specify) Question Title * 10. What products or services does your company deal in? Commodity Value-add Custom Question Title * 11. What region is your company in? West Midwest South Northeast Question Title * 12. What is the size of your company in terms of revenue? Less than 10 million USD 10 million to less than 25 million USD 25 million to less than 50 million USD 50 million to less than 500 million USD 500 million to 1 billion USD Above 1 billion USD Question Title * 13. What advice would you give others considering outsourcing, nearsouring, or insourcing? Thank you for your response. If you would like to see the results of this survey, you can sign up for our newsletters to receive the finished reports. Link to sign up: https://visitor.r20.constantcontact.com/d.jsp?llr=eokbw4cab&p=oi&m=1102722410948&sit=v5nmyxpeb&f=ee573d59-e462-46b7-bafe-3dfa9262aa1c Done