SMI Industry Tools


SMI’s Tools are available at no charge. SMI’s Tools are produced and created through a member-driven collaborative process. SMI Members identify industry topics, and form multi-disciplinary initiative teams. These SMI Member initiative teams then create a customized process that frequently involves healthcare and non-healthcare research, concept development, sharing of best practices, pilot programs, peer-reviews, and other actions that result in methodologies, publications, guidelines, and software tools to help all healthcare supply chain practitioners to make progress and promote improvements.  SMI tools are categorized as:

  1. Collaboration Tools
  2. Improving Transactions
  3. Measuring Progress
  4. SMI Executive Briefings
  5. Supply Chain Education
  6. Supply Chain Resilience 


SMI Playbook and Resilience Maturity Model (RMM)Healthcare Supply Chain in 2030 Roadmap

Collaboration Tools

VRM eBook: a playbook of recommendations on conducting productive and transparent virtual business relationships that replicate the high touch nature of in-person meetings and facilitate the introduction of new provider and supplier relationships
Virtual Relationship Management (VRM) eBook

 Trading Partner Collaboration Initiative Final Report
Trading Partner Collaboration
Initiative Final Report

SMI COVID-19 Toolkit
SMI COVID-19 Toolkit
SMI's Diversity and Inclusive Leadership Toolkit contains a PowerPoint presentation and resource library for leaders to use in their organizations to build more diverse and inclusive teams.
Diversity and Inclusive Leadership Toolkit
The SMI Collaboration Package describes the best practices for supplier-provider collaborations within the healthcare supply chain through various materials including a Best Practices Manual, Educational Slide Deck, Case Studies and Research Briefs.
SMI Collaboration Package
Supply Chain Optimization provides a process for effective integration of improvement efforts by manufacturers, distributors, and hospitals.
Supply Chain Optimization (SCO)
This Microsoft Excel® based tool was developed to support supply chain professionals in developing forecasts of future labor and supply costs.
Supply and Labor Cost Calculator
The management of vendor access and credentialing has challenged all industry stakeholders to re-design their programs. Read this guideline and utilize the self assessment tool to determine the actions needed to keep your program up-to-date.
Vendor Access & Credentialing
This Microsoft Access® based tool is designed to explore the possibilities that a vendor managed inventory program offers.
Vendor Managed Inventory
These three tools are designed to improve strategic dialog between trading partners so that partners can collaborate as much in healthcare as they do in other industries.
Value Alignment


 Improving Transactions

This tool provides both a method to estimate the potential impact of increasing utilization of the 810 electronic invoice transaction set and adoption roadmaps to support implementation.
810 Transaction
This SMI industry briefing explores current data synchronization processes, seeking to identify inefficiencies and solutions that all parties can enact and implement while awaiting the industry-wide adoption of data standards.
Contract Synchronization
These documents have been developed as a tool to assist healthcare supply chain professionals in applying the concept of Perfect Order in their organizations.
Perfect Order
The Transactional Efficiency Package contains three unique resources that can support the improvement of transactional efficiency based upon Perfect Order, Perfect Department Index (PDI), and Supply Chain Optimization (SCO) methodologies.
Transactional Efficiency Package


Measuring Progress

This toolkit provides both a manual and a scorecard based on the Perfect Department Index (PDI) to help quantify a department's journey from purchase requisition to payment.
Perfect Department Index

SMI Playbook and Resilience Maturity Model (RMM)

SMI Playbook and Resilience
Maturity Model (RMM)



SMI Executive Briefings

The Healthcare Supply Chain of 2030
The Healthcare Supply Chain of 2030 

As ACOs have emerged as a model of patient care, SMI has prepared an executive briefing about supply chain actions to prepare, along with an educational program and a self-assessment tool to determine your state of readiness.
Accountable Care Organizations (ACOs)
Healthcare supply chain’s SG&A costs are higher than other industries. This Executive Briefing is designed to help increase awareness of the impact that RFPs contribute to industry SG&A costs as well as promote industry actions that could potentially lower SG&A costs for providers and suppliers.
RFP Activity: A Contributor to Industry SG&A Costs
As the need for automation and integrated systems becomes more challenging, this Supply Chain Technology Maturity Model explores the various stages of technology development, key characteristics and how technology can help organizations improve their supply chain. Find out where you are on the maturity curve.
Supply Chain Technology Maturity Model
The Comparative Effectiveness Research (CER) and the Healthcare Supply Chain Executive Briefing focuses on understanding CER, what it may yield for information about products, and its potential impact on supply chain.
Comparative Effectiveness Research and the Healthcare Supply Chain Comparative
Recognizing the movement towards regional contracting entities, this Executive Briefing is an introduction to the topic for non-supply chain executives, while it also helps healthcare supply chain professionals understand key factors that are driving this movement to success.
Emerging Aggregated Contracting
The new models of care call for integrated efforts by caregivers and health systems. New Integrated Delivery Models, ACOs, and the Healthcare Supply Chain was created to assist healthcare supply chain leaders in understanding and preparing for the impact of new care models and accountable care organizations (ACOs).
New Integrated Delivery Models, ACOs and the Healthcare Supply Chain
The never ending economic pressures present an opportunity for the supply chain profession to redouble its efforts to integrate their work with clinicians. This Executive Briefing provides tips to supply chain for improving relationships and overall interactions with clinicians and clinical departments.
Supply Chain Integration and Collaboration with Clinicians

This executive briefing outlines, in four stages, the fundamentals that healthcare must achieve in order to advance our ability to engage in more advanced demand planning.
SMI Demand Planning



Supply Chain Education

This slide presentation details interviews with supply chain executives from a variety of industries that discusses the true similarities and differences of healthcare supply chain versus other industries.
Healthcare Supply Chain Uniqueness
This educational tool helps provider based supply chain stakeholders to identify the "links" and impacts that product acquisition and management processes can have on provider revenue.
Link Between Supply Chain and Revenue
Click here to access tools that highlight the different ways that providers are providing supply chain services for physician offices, patient homes, and other non-acute care locations.
Servicing the Continuum of Care
Recognizing the continuing evolution of the profession and the current challenge to develop, recruit, and retain the leaders of tomorrow, SMI and the Association of Healthcare Resource and Materials Management (AHRMM) joined forces to define a vision of the healthcare supply chain leader of the future that can serve as a guide for career development to those who aspire to be the future leaders.
Supply Chain Leader of the Future
SMI has been a supporter of Unique Device Identification (UDI) for almost a decade. The objective of the UDI system is to adequately identify a medical device through distribution and to the point of use, enabling adverse event reporting, recalls, and registries.
UDI Compliance Initiative Report
A new, robust, meaningful model for a modern value analysis program, this SMI resource encourages providers to evaluate their value analysis programs and adopt the major components of this new model in their programs.
Value Analysis Model


Supply Chain Resilience

SMI and the SNS has created a collaboration council to allow for meaningful strategic dialogue between SNS leaders and SMI industry leaders focused on providing feedback and insight to support the successful evolution of SNS.SMI is sharing this information with the industry and we invite you to view the webinar recordings and download the presentation materials here.
SMI / SNS Collaboration Council

Resilient supply chains rely on mature and proven demand planning processes to effectively respond to sudden supply chain changes in today’s constantly shifting supply chain landscape. This toolkit will provide insight on the key building blocks of effective demand planning and how we can begin migrating in that direction.
Demand Planning Toolkit