Demand-driven sales and operations planning: a framework proposal

Detalhes bibliográficos
Autor(a) principal: Bozutti, Daniel Fernando
Data de Publicação: 2020
Tipo de documento: Tese
Idioma: eng
Título da fonte: Biblioteca Digital de Teses e Dissertações da USP
Texto Completo: https://www.teses.usp.br/teses/disponiveis/18/18156/tde-22062020-183331/
Resumo: In a period of great technological advances and social and economic changes, the competitive environment is challenging for companies, which requires them to take actions towards flexibility, collaboration, integration, agility, velocity, traceability and cost-effective operations and supply chains. Both scholars and practitioners are employing the term Demand-Driven (DD) to characterize companies able to respond to these dynamic characteristics. Additionally, a critical process which has the aim of matching the supply with the demand is the Sales and Operations Planning (S&OP) and this process requires an updated understanding and the necessity of changes considering the new competitiveness environment, which also requires customer centricity and being driven by demand. Based on this, this thesis had the objective of proposing a framework for the Demand-Driven Sales and Operations Planning (DDS&OP). To achieve this objective two systematics literature (SLR) reviews were conducted, one for DD phenomenon and other for S&OP process. Based on both SLRs, the framework for the DDS&OP was proposed and it was modelled in BPMN. The framework considered three perspectives (strategic, tactical and operational) and the governance of the process. The framework was validated with 17 experts from different areas (scholars and practitioners from different industries) through the Fuzzy-Delphi Method. The main result of the thesis was a framework for the DDS&OP proposed upon a robust theoretical method and validated by experts. Other results were: a common definition for the DD phenomenon presented, a structuring and unifying conceptual framework for the DD phenomenon, the necessity of expansion of both vertical and horizontal consistencies for the S&OP and a list of 20 approaches that should be considered in the S&OP process for the new competitiveness environment.
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spelling Demand-driven sales and operations planning: a framework proposalPlanejamento de vendas e operações dirigido pela demanda: proposta para estruturaçãoDemand-DrivenDemand-DrivenFuzzy-Delphi MethodGestão da Cadeia de SuprimentosMétodo Fuzzy-DelphiPlanejamento de Vendas e OperaçõesPlanejamento e Controle da ProduçãoProduction Planning and ControlSales and Operations PlanningSupply Chain ManagementIn a period of great technological advances and social and economic changes, the competitive environment is challenging for companies, which requires them to take actions towards flexibility, collaboration, integration, agility, velocity, traceability and cost-effective operations and supply chains. Both scholars and practitioners are employing the term Demand-Driven (DD) to characterize companies able to respond to these dynamic characteristics. Additionally, a critical process which has the aim of matching the supply with the demand is the Sales and Operations Planning (S&OP) and this process requires an updated understanding and the necessity of changes considering the new competitiveness environment, which also requires customer centricity and being driven by demand. Based on this, this thesis had the objective of proposing a framework for the Demand-Driven Sales and Operations Planning (DDS&OP). To achieve this objective two systematics literature (SLR) reviews were conducted, one for DD phenomenon and other for S&OP process. Based on both SLRs, the framework for the DDS&OP was proposed and it was modelled in BPMN. The framework considered three perspectives (strategic, tactical and operational) and the governance of the process. The framework was validated with 17 experts from different areas (scholars and practitioners from different industries) through the Fuzzy-Delphi Method. The main result of the thesis was a framework for the DDS&OP proposed upon a robust theoretical method and validated by experts. Other results were: a common definition for the DD phenomenon presented, a structuring and unifying conceptual framework for the DD phenomenon, the necessity of expansion of both vertical and horizontal consistencies for the S&OP and a list of 20 approaches that should be considered in the S&OP process for the new competitiveness environment.Em um período de grandes avanços tecnológicos e mudanças econômicas e sociais, o ambiente competitivo está mudando para as empresas, o qual gera a necessidade de tomada de decisões que considerem flexibilidade, colaboração, integração, agilidade, velocidade, rastreabilidade e eficiência em custos nas operações e em cadeias de suprimentos. Tanto os acadêmicos como os praticantes estão utilizando o termo Dirigido pela Demanda (Demand-Driven – DD) para caracterizar as empresas que estão aptas a responder a essas características dinâmicas. Adicionalmente, um processo crítico que tem o objetivo de casar o suprimento com a demanda é o Planejamento de Vendas e Operações (Sales and Operations Planning – S&OP) e esse processo necessita de um entendimento atualizado e a necessidade de mudanças considerando o novo ambiente competitivo, que inclusive exige foco no cliente e ser dirigido pela demanda. Baseado nessa apresentação, essa tese teve o objetivo de propor um modelo estruturante para o Planejamento de Vendas e Operações Dirigido pela Demanda (Demand-Driven Sales and Operations Planning – DDS&OP). Para atingir esse objetivo duas revisões bibliográficas sistemáticas foram conduzidas, uma para o fenômeno DD e outra para o processo de S&OP. Com base em ambas as revisões bibliográficas sistemáticas, foi proposto um modelo estruturante para o DDS&OP, sendo ele modelado em BPMN. O modelo estruturante considerou três perspectivas (estratégica, tática e operacional) e a governança do processo. O modelo estruturante, então, foi validado por 17 especialistas de diferentes áreas (acadêmicos e praticantes de diferentes indústrias) através do método Fuzzy-Delphi. O principal resultado da tese foi um modelo estruturante para o S&OP validado por especialista, considerando um método robusto. Outros resultados foram: uma definição comum para o fenômeno DD, um modelo conceitual estruturante para o fenômeno DD, a necessidade de expansão das consistências vertical e horizontal do S&OP e uma lista de 20 abordagens que devem ser consideradas no processo de S&OP para o novo ambiente competitivo.Biblioteca Digitais de Teses e Dissertações da USPEspôsto, Kleber FranciscoBozutti, Daniel Fernando2020-04-22info:eu-repo/semantics/publishedVersioninfo:eu-repo/semantics/doctoralThesisapplication/pdfhttps://www.teses.usp.br/teses/disponiveis/18/18156/tde-22062020-183331/reponame:Biblioteca Digital de Teses e Dissertações da USPinstname:Universidade de São Paulo (USP)instacron:USPLiberar o conteúdo para acesso público.info:eu-repo/semantics/openAccesseng2020-07-08T22:14:01Zoai:teses.usp.br:tde-22062020-183331Biblioteca Digital de Teses e Dissertaçõeshttp://www.teses.usp.br/PUBhttp://www.teses.usp.br/cgi-bin/mtd2br.plvirginia@if.usp.br|| atendimento@aguia.usp.br||virginia@if.usp.bropendoar:27212020-07-08T22:14:01Biblioteca Digital de Teses e Dissertações da USP - Universidade de São Paulo (USP)false
dc.title.none.fl_str_mv Demand-driven sales and operations planning: a framework proposal
Planejamento de vendas e operações dirigido pela demanda: proposta para estruturação
title Demand-driven sales and operations planning: a framework proposal
spellingShingle Demand-driven sales and operations planning: a framework proposal
Bozutti, Daniel Fernando
Demand-Driven
Demand-Driven
Fuzzy-Delphi Method
Gestão da Cadeia de Suprimentos
Método Fuzzy-Delphi
Planejamento de Vendas e Operações
Planejamento e Controle da Produção
Production Planning and Control
Sales and Operations Planning
Supply Chain Management
title_short Demand-driven sales and operations planning: a framework proposal
title_full Demand-driven sales and operations planning: a framework proposal
title_fullStr Demand-driven sales and operations planning: a framework proposal
title_full_unstemmed Demand-driven sales and operations planning: a framework proposal
title_sort Demand-driven sales and operations planning: a framework proposal
author Bozutti, Daniel Fernando
author_facet Bozutti, Daniel Fernando
author_role author
dc.contributor.none.fl_str_mv Espôsto, Kleber Francisco
dc.contributor.author.fl_str_mv Bozutti, Daniel Fernando
dc.subject.por.fl_str_mv Demand-Driven
Demand-Driven
Fuzzy-Delphi Method
Gestão da Cadeia de Suprimentos
Método Fuzzy-Delphi
Planejamento de Vendas e Operações
Planejamento e Controle da Produção
Production Planning and Control
Sales and Operations Planning
Supply Chain Management
topic Demand-Driven
Demand-Driven
Fuzzy-Delphi Method
Gestão da Cadeia de Suprimentos
Método Fuzzy-Delphi
Planejamento de Vendas e Operações
Planejamento e Controle da Produção
Production Planning and Control
Sales and Operations Planning
Supply Chain Management
description In a period of great technological advances and social and economic changes, the competitive environment is challenging for companies, which requires them to take actions towards flexibility, collaboration, integration, agility, velocity, traceability and cost-effective operations and supply chains. Both scholars and practitioners are employing the term Demand-Driven (DD) to characterize companies able to respond to these dynamic characteristics. Additionally, a critical process which has the aim of matching the supply with the demand is the Sales and Operations Planning (S&OP) and this process requires an updated understanding and the necessity of changes considering the new competitiveness environment, which also requires customer centricity and being driven by demand. Based on this, this thesis had the objective of proposing a framework for the Demand-Driven Sales and Operations Planning (DDS&OP). To achieve this objective two systematics literature (SLR) reviews were conducted, one for DD phenomenon and other for S&OP process. Based on both SLRs, the framework for the DDS&OP was proposed and it was modelled in BPMN. The framework considered three perspectives (strategic, tactical and operational) and the governance of the process. The framework was validated with 17 experts from different areas (scholars and practitioners from different industries) through the Fuzzy-Delphi Method. The main result of the thesis was a framework for the DDS&OP proposed upon a robust theoretical method and validated by experts. Other results were: a common definition for the DD phenomenon presented, a structuring and unifying conceptual framework for the DD phenomenon, the necessity of expansion of both vertical and horizontal consistencies for the S&OP and a list of 20 approaches that should be considered in the S&OP process for the new competitiveness environment.
publishDate 2020
dc.date.none.fl_str_mv 2020-04-22
dc.type.status.fl_str_mv info:eu-repo/semantics/publishedVersion
dc.type.driver.fl_str_mv info:eu-repo/semantics/doctoralThesis
format doctoralThesis
status_str publishedVersion
dc.identifier.uri.fl_str_mv https://www.teses.usp.br/teses/disponiveis/18/18156/tde-22062020-183331/
url https://www.teses.usp.br/teses/disponiveis/18/18156/tde-22062020-183331/
dc.language.iso.fl_str_mv eng
language eng
dc.relation.none.fl_str_mv
dc.rights.driver.fl_str_mv Liberar o conteúdo para acesso público.
info:eu-repo/semantics/openAccess
rights_invalid_str_mv Liberar o conteúdo para acesso público.
eu_rights_str_mv openAccess
dc.format.none.fl_str_mv application/pdf
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dc.publisher.none.fl_str_mv Biblioteca Digitais de Teses e Dissertações da USP
publisher.none.fl_str_mv Biblioteca Digitais de Teses e Dissertações da USP
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reponame:Biblioteca Digital de Teses e Dissertações da USP
instname:Universidade de São Paulo (USP)
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institution USP
reponame_str Biblioteca Digital de Teses e Dissertações da USP
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repository.name.fl_str_mv Biblioteca Digital de Teses e Dissertações da USP - Universidade de São Paulo (USP)
repository.mail.fl_str_mv virginia@if.usp.br|| atendimento@aguia.usp.br||virginia@if.usp.br
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