Caracterização dos fatores para implantação do processo de Sales and Operations Planning (S&OP): um estudo multicaso

Detalhes bibliográficos
Autor(a) principal: Pedroso, Carolina Belotti
Data de Publicação: 2014
Tipo de documento: Dissertação
Idioma: por
Título da fonte: Repositório Institucional da UFSCAR
Texto Completo: https://repositorio.ufscar.br/handle/ufscar/3772
Resumo: In today's dynamic market scenario to develop skills for quick and assertive decision making is still one of the challenges faced by companies around the world. In order to assist managers to meet the demand in a competitive way, a new approach to integrated management of business processes has emerged in recent years the S&OP (Sales and Operations Planning). This approach encompasses the master production planning, demand planning and managing the flow of information, resulting in a unique planning to the company. Thus, the purpose of this research is to characterize the success factors for S&OP implementation in three companies that are in distinct S&OP maturity level. Firstly, a Literature Review was conducted about Sales and Operations Planning (S&OP), in order to identify relevant points in literature, for this research. For this porpouse, it was used the Systematic Literature Review principles. The empirical part of the research included the method of multi case study in which three organizations that have already deployed the S&OP, but are in different stages of maturity, were investigated in order to clarify different perspectives of the research problem and find common characteristics. After conducting semi-structured interviews, that were used as a research tool, it was used the technique of content analysis to survey the main features of the implementation of S&OP process. From the results, it was possible to develop a set of factors for companies wishing to deploy the process, in which the main determining factors of success were: the involvement of senior management, cross-functional integration, metrics and performance monitoring, information systems and understanding of the process or training. Conversely, the main barriers identified in the study included the culture of silos and inadequate technology and information systems. It is assumed that both external variables such as culture and local economy and internal variables, such as the production strategy adopted, can influence the process of S&OP, elements yet not explored by the literature about the subject.
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spelling Pedroso, Carolina BelottiSilva, Andrea Lago dahttp://genos.cnpq.br:12010/dwlattes/owa/prc_imp_cv_int?f_cod=K4728583H0http://lattes.cnpq.br/4287346156065964f41e0db8-b0c1-4c15-b04a-1dfe22c129b22016-06-02T19:52:08Z2014-10-022016-06-02T19:52:08Z2014-06-27PEDROSO, Carolina Belotti. Caracterização dos fatores para implantação do processo de Sales and Operations Planning (S&OP): um estudo multicaso. 2014. 217 f. Dissertação (Mestrado em Ciências Exatas e da Terra) - Universidade Federal de São Carlos, São Carlos, 2014.https://repositorio.ufscar.br/handle/ufscar/3772In today's dynamic market scenario to develop skills for quick and assertive decision making is still one of the challenges faced by companies around the world. In order to assist managers to meet the demand in a competitive way, a new approach to integrated management of business processes has emerged in recent years the S&OP (Sales and Operations Planning). This approach encompasses the master production planning, demand planning and managing the flow of information, resulting in a unique planning to the company. Thus, the purpose of this research is to characterize the success factors for S&OP implementation in three companies that are in distinct S&OP maturity level. Firstly, a Literature Review was conducted about Sales and Operations Planning (S&OP), in order to identify relevant points in literature, for this research. For this porpouse, it was used the Systematic Literature Review principles. The empirical part of the research included the method of multi case study in which three organizations that have already deployed the S&OP, but are in different stages of maturity, were investigated in order to clarify different perspectives of the research problem and find common characteristics. After conducting semi-structured interviews, that were used as a research tool, it was used the technique of content analysis to survey the main features of the implementation of S&OP process. From the results, it was possible to develop a set of factors for companies wishing to deploy the process, in which the main determining factors of success were: the involvement of senior management, cross-functional integration, metrics and performance monitoring, information systems and understanding of the process or training. Conversely, the main barriers identified in the study included the culture of silos and inadequate technology and information systems. It is assumed that both external variables such as culture and local economy and internal variables, such as the production strategy adopted, can influence the process of S&OP, elements yet not explored by the literature about the subject.No atual cenário de mercado, desenvolver habilidades para tomada de decisão rápida e assertiva é ainda um dos desafios enfrentados por empresas em todo o mundo. De modo a auxiliar gestores a atenderem a demanda de forma competitiva, uma nova abordagem de gestão integrada de processos de negócio emergiu nas últimas décadas- o S&OP (Sales and Operations Planning). Tal abordagem engloba o planejamento mestre de produção, planejamento de demanda e o gerenciando o fluxo de informações, resultando em um planejamento único para a empresa. O propósito desta pesquisa foi caracterizar os fatores de sucesso para a implantação de S&OP em três empresas que se encontram em fases de maturidade distintas de sua implementação. Primeiramente, conduziu-se uma revisão bibliográfica sobre o assunto em questão - Sales and Operations Planning (S&OP) - a fim de identificar na literatura pontos relevantes para a pesquisa. Para tanto, utilizou-se os princípios da Revisão Sistemática de Literatura. A parte empírica da pesquisa contemplou um estudo multicaso, no qual três organizações foram pesquisadas, a fim de explicitar diferentes perspectivas do problema de pesquisa e encontrar características em comum. A idéia era buscar empresas que já haviam implantado o S&OP, porém que se encontram em fases distintas de maturidade. Após a realização de entrevistas semiestruturadas, empregadas como instrumento de pesquisa, utilizou-se a técnica de Análise de Conteúdo para levantamento das principais características do processo de implantação do S&OP. Identificou-se um conjunto de fatores para empresas que desejem implantar o processo, a partir de fatores apontados como estratégicos para o sucesso do S&OP: a participação da alta gerência, integração interfuncional, métricas e monitoramento do desempenho, sistemas de informação e entendimento do processo ou treinamento. Dentre as principais barreiras encontradas estão: a cultura de silos e tecnologia e sistemas de informação inadequados. Observou-se que tanto variáveis externas, tais como cultura e economia local, quanto variáveis internas, como a estratégia de produção adotada influenciam a implantação do processo de S&OP, elementos ainda não explorados na literatura revisada sobre o assunto.Financiadora de Estudos e Projetosapplication/pdfporUniversidade Federal de São CarlosPrograma de Pós-Graduação em Engenharia de Produção - PPGEPUFSCarBRPlanejamento da produçãoPlanejamento de vendas e operaçõesFatores críticos de sucessoBarreiras ao processoS&OP (Sales and Operations Planning)Success factorsBarriersENGENHARIAS::ENGENHARIA DE PRODUCAOCaracterização dos fatores para implantação do processo de Sales and Operations Planning (S&OP): um estudo multicasoinfo:eu-repo/semantics/publishedVersioninfo:eu-repo/semantics/masterThesis-1-12ca33dce-1831-4590-9c1f-10021726f3f4info:eu-repo/semantics/openAccessreponame:Repositório Institucional da UFSCARinstname:Universidade Federal de São Carlos (UFSCAR)instacron:UFSCARORIGINAL6208.pdfapplication/pdf1335355https://repositorio.ufscar.br/bitstream/ufscar/3772/1/6208.pdfacf4c894954c916daa868e27d0287933MD51TEXT6208.pdf.txt6208.pdf.txtExtracted texttext/plain0https://repositorio.ufscar.br/bitstream/ufscar/3772/2/6208.pdf.txtd41d8cd98f00b204e9800998ecf8427eMD52THUMBNAIL6208.pdf.jpg6208.pdf.jpgIM Thumbnailimage/jpeg7160https://repositorio.ufscar.br/bitstream/ufscar/3772/3/6208.pdf.jpg653476f5d4042f9283e2cec354d1c8e7MD53ufscar/37722023-09-18 18:31:33.187oai:repositorio.ufscar.br:ufscar/3772Repositório InstitucionalPUBhttps://repositorio.ufscar.br/oai/requestopendoar:43222023-09-18T18:31:33Repositório Institucional da UFSCAR - Universidade Federal de São Carlos (UFSCAR)false
dc.title.por.fl_str_mv Caracterização dos fatores para implantação do processo de Sales and Operations Planning (S&OP): um estudo multicaso
title Caracterização dos fatores para implantação do processo de Sales and Operations Planning (S&OP): um estudo multicaso
spellingShingle Caracterização dos fatores para implantação do processo de Sales and Operations Planning (S&OP): um estudo multicaso
Pedroso, Carolina Belotti
Planejamento da produção
Planejamento de vendas e operações
Fatores críticos de sucesso
Barreiras ao processo
S&OP (Sales and Operations Planning)
Success factors
Barriers
ENGENHARIAS::ENGENHARIA DE PRODUCAO
title_short Caracterização dos fatores para implantação do processo de Sales and Operations Planning (S&OP): um estudo multicaso
title_full Caracterização dos fatores para implantação do processo de Sales and Operations Planning (S&OP): um estudo multicaso
title_fullStr Caracterização dos fatores para implantação do processo de Sales and Operations Planning (S&OP): um estudo multicaso
title_full_unstemmed Caracterização dos fatores para implantação do processo de Sales and Operations Planning (S&OP): um estudo multicaso
title_sort Caracterização dos fatores para implantação do processo de Sales and Operations Planning (S&OP): um estudo multicaso
author Pedroso, Carolina Belotti
author_facet Pedroso, Carolina Belotti
author_role author
dc.contributor.authorlattes.por.fl_str_mv http://lattes.cnpq.br/4287346156065964
dc.contributor.author.fl_str_mv Pedroso, Carolina Belotti
dc.contributor.advisor1.fl_str_mv Silva, Andrea Lago da
dc.contributor.advisor1Lattes.fl_str_mv http://genos.cnpq.br:12010/dwlattes/owa/prc_imp_cv_int?f_cod=K4728583H0
dc.contributor.authorID.fl_str_mv f41e0db8-b0c1-4c15-b04a-1dfe22c129b2
contributor_str_mv Silva, Andrea Lago da
dc.subject.por.fl_str_mv Planejamento da produção
Planejamento de vendas e operações
Fatores críticos de sucesso
Barreiras ao processo
S&OP (Sales and Operations Planning)
topic Planejamento da produção
Planejamento de vendas e operações
Fatores críticos de sucesso
Barreiras ao processo
S&OP (Sales and Operations Planning)
Success factors
Barriers
ENGENHARIAS::ENGENHARIA DE PRODUCAO
dc.subject.eng.fl_str_mv Success factors
Barriers
dc.subject.cnpq.fl_str_mv ENGENHARIAS::ENGENHARIA DE PRODUCAO
description In today's dynamic market scenario to develop skills for quick and assertive decision making is still one of the challenges faced by companies around the world. In order to assist managers to meet the demand in a competitive way, a new approach to integrated management of business processes has emerged in recent years the S&OP (Sales and Operations Planning). This approach encompasses the master production planning, demand planning and managing the flow of information, resulting in a unique planning to the company. Thus, the purpose of this research is to characterize the success factors for S&OP implementation in three companies that are in distinct S&OP maturity level. Firstly, a Literature Review was conducted about Sales and Operations Planning (S&OP), in order to identify relevant points in literature, for this research. For this porpouse, it was used the Systematic Literature Review principles. The empirical part of the research included the method of multi case study in which three organizations that have already deployed the S&OP, but are in different stages of maturity, were investigated in order to clarify different perspectives of the research problem and find common characteristics. After conducting semi-structured interviews, that were used as a research tool, it was used the technique of content analysis to survey the main features of the implementation of S&OP process. From the results, it was possible to develop a set of factors for companies wishing to deploy the process, in which the main determining factors of success were: the involvement of senior management, cross-functional integration, metrics and performance monitoring, information systems and understanding of the process or training. Conversely, the main barriers identified in the study included the culture of silos and inadequate technology and information systems. It is assumed that both external variables such as culture and local economy and internal variables, such as the production strategy adopted, can influence the process of S&OP, elements yet not explored by the literature about the subject.
publishDate 2014
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2016-06-02T19:52:08Z
dc.date.issued.fl_str_mv 2014-06-27
dc.date.accessioned.fl_str_mv 2016-06-02T19:52:08Z
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dc.identifier.citation.fl_str_mv PEDROSO, Carolina Belotti. Caracterização dos fatores para implantação do processo de Sales and Operations Planning (S&OP): um estudo multicaso. 2014. 217 f. Dissertação (Mestrado em Ciências Exatas e da Terra) - Universidade Federal de São Carlos, São Carlos, 2014.
dc.identifier.uri.fl_str_mv https://repositorio.ufscar.br/handle/ufscar/3772
identifier_str_mv PEDROSO, Carolina Belotti. Caracterização dos fatores para implantação do processo de Sales and Operations Planning (S&OP): um estudo multicaso. 2014. 217 f. Dissertação (Mestrado em Ciências Exatas e da Terra) - Universidade Federal de São Carlos, São Carlos, 2014.
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