Mind the gap – Assessing maturity of demand planning, a cornerstone of S&OP

2018 ◽  
Vol 38 (8) ◽  
pp. 1618-1639 ◽  
Author(s):  
Ann Vereecke ◽  
Karlien Vanderheyden ◽  
Philippe Baecke ◽  
Tom Van Steendam
Keyword(s):  
Performance Management ◽  
Online Survey ◽  
Planning Process ◽  
Empirical Work ◽  
Assessment Model ◽  
Forecast Performance ◽  
Content Type ◽  
Demand Planning ◽  
Maturity Assessment ◽  
Forecasting System

Purpose The purpose of this paper is to develop and empirically validate a model for assessing demand planning maturity in organisations. Design/methodology/approach The authors developed a maturity assessment model for demand planning through iterations of theoretical and empirical work, combining insights from literature and practitioners. An online survey is developed to validate the model using data from different industries. Findings The authors identify six dimensions of demand planning maturity: data management, the use of forecasting methods, the forecasting system, performance management, the organisation and people management. The empirical study indicates that demand data are well managed and organisation readiness is high, yet improvements in the forecasting system and the management of forecast performance are needed. The results show a positive relationship between the size of an organisation and its demand planning maturity. Practical implications The contribution of this work is to propose an assessment model and survey instrument for demand planning maturity. This will help the practitioner to understand the current level of maturity of the demand planning process, reflect on the desired level and develop action plans to close the gap. Originality/value There is broad literature on process maturity assessment in general and on sales and operations planning (S&OP) maturity in particular. However, there is no comprehensive model for assessing the maturity of demand planning, which is a specific and critical process within the overall S&OP process. The authors fill this gap by offering a demand planning maturity model.

Tata Power Delhi Distribution Ltd: measuring beyond the metrics

2012 ◽  
Vol 2 (2) ◽  
pp. 1-17
Author(s):  
Monica Singhania ◽  
R. Venkatesh
Keyword(s):  
Performance Management ◽  
Balanced Scorecard ◽  
Management System ◽  
Graduate Program ◽  
Planning Process ◽  
Performance Management System ◽  
Inclusive Growth ◽  
Strategy Formulation ◽  
Content Type ◽  
The Balanced Scorecard

Subject area The focus is on a performance management system and its strategic alignment using a Balanced scorecard in a Public Private Partnership framework. This case study analyses the situation for Tata Power Delhi Distribution (TPDD) which needs to realign its strategy to meet the emerging sustainability challenges of inclusive growth and combating the climate change. The case covers the field of strategic management, strategy formulation and performance management system deployment using the balanced scorecard. It touches upon the emerging need for corporates to look beyond economic signals and take social and environmental impacts into strategy planning process. Study level/applicability The case can be used in the following courses; post graduate program in public administration; MBA/Post graduate program in management in strategic management; executive training program for Government executives in public sector organizations to highlight the concept of performance management system in PPP companies. Case overview After the initial tumultuous years, TPDD emerged as one of the efficient power distribution companies in Delhi region. One of the major management tools that was helpful to achieve this was the balanced scorecard. TPDD's general manager for corporate strategy & planning reviewed the process and the due diligence that went into designing and implementing the balanced scorecard. Now, after the balanced scorecard success story, he along with Dr Ganesh Das, Head of Group – Strategy wants to take it to a next level and integrate their strategies related to inclusive growth of community and combating the ill effects of climate change. They believe that the balanced scorecard method that had helped them to achieve their strategic goals will help them to achieve future objectives too. But whether the existing four perspectives: financial, customer, internal process and learning and growth would adequately address the emerging challenges or whether there was a need to introduce a new perspective – “The Social Perspective” – is what they contemplate in the case. Expected learning outcomes The case can be used to teach the following: the importance of strategy in an organization and how it helps the firms to realize their stated vision; to highlight the process of strategy formulation and its deployment; to help students realize the difficulties in realizing a strategic goal through performance management system; use the balanced scorecard as an effective tool for strategy deployment and organizational alignment; to introduce students the concept of sustainability in the organization and emerging global challenges; and to illustrate the complexities involved in a strategic planning process Supplementary materials Teaching notes.

Library succession planning process in Vietnam

2016 ◽  
Vol 117 (11/12) ◽  
pp. 756-767 ◽  
Author(s):  
Trang Thi Huynh
Keyword(s):  
Succession Planning ◽  
Academic Libraries ◽  
Design Methodology ◽  
Online Survey ◽  
Management Practices ◽  
Planning Process ◽  
Two Phase ◽  
Content Type ◽  
The Government ◽  
Depth Interviews

Purpose This paper aims to design a model of succession planning process for public and academic libraries in Vietnam. Design/methodology/approach The model of library succession planning process was develop based on the findings of a two-phase research underpinned by transformational leadership theory. Data were collected from 172 responses of the online survey and 23 in-depth interviews in 13 public and 4 academic libraries in the Mekong region, Vietnam. Findings A library succession planning process with six steps was established. Research limitations/implications As the research takes place in both public and academic libraries, the overarching benefit of the present study is to provide library leaders in these sectors with practical understanding and knowledge about how succession planning process can be done, as well as to enhance management practices in Vietnam libraries and other organisations. Leaders from other types of library systems in Vietnam and globally can reference this model so as to know what to do and how to conduct this process confidently. Originality/value This study helps to fill the gap that succession planning in Vietnamese libraries has been done without a specific path. Library leaders in each organisation conducted it differently between public and academic libraries because the government has only issued general guides for all industries of the nation.

Promoting desirable work attitudes and behaviors among accountants: a field study

2020 ◽  
Vol 35 (10) ◽  
pp. 1591-1604
Author(s):  
Enoch Kusi Asare ◽  
J. Lee Whittington ◽  
Robert Walsh
Keyword(s):  
Performance Management ◽  
Affective Commitment ◽  
Online Survey ◽  
Management Practices ◽  
Work Attitudes ◽  
Work Outcomes ◽  
Future Research ◽  
Content Type ◽  
Attitudes And Behaviors ◽  
And Behaviors

Purpose Accounting work is characterized by high job demands and tight deadlines. With less task variety, accounting work is susceptible to employee disengagement. This paper aims to examine the role of enhanced performance management practices as intervention mechanism to the disengagement among accountants. Design/methodology/approach A total of 105 accountants participated in an online survey, answering self and social reports. Hypotheses were tested using regression analyses. Findings Enhanced performance management practices promote engagement among accountants. In turn, engagement promotes job satisfaction and affective commitment among accountants. Research limitations/implications Further studies are necessary to test the study’s findings. Future research should focus on replicating this study in other settings. Practical implications Performance planning and implementation are critical to enhancing accountants’ work attitudes and behaviors. Originality/value The accounting literature has consistently addressed negative accounting work outcomes from the perspective of burnout (a negative approach). This paper addresses the issue from the perspective of engagement (a positive approach).

scholarly journals Statistical improvements to the Advanced Planner & Optimizer Module of a Food Production Company

2017 ◽  
Author(s):  
daniel sarcos
Keyword(s):  
Food Production ◽  
Planning Process ◽  
Historical Data ◽  
Demand Forecasting ◽  
Model Parameters ◽  
Demand Planning ◽  
Historical Data Analysis ◽  
Forecasting System ◽  
Definition Of ◽  
Production Company

Objectives: An analysis of the SAP-APO demand forecasting system of a food company is carried out, describing how the demand-planning process is carried out from start to finish, with emphasis on the Demand Planning (DP) tool, Found in the system, which is responsible for generating demand proposals for future months.Methods/Statistical analysis: It was divided into definition of the information system, collection of historical data, analysis of demand forecasting, adjustment of model parameters and implementation of improvements.Findings: Redefining the parameters of the statistical models of the SAP-APO demand moduleApplication/Improvements: The percentage of products to be manually adjusted decreased.

Intentions to turnover

2017 ◽  
Vol 38 (2) ◽  
pp. 194-209 ◽  
Author(s):  
Courtney Cronley ◽  
Youn kyoung Kim
Keyword(s):  
Job Satisfaction ◽  
Organizational Culture ◽  
Online Survey ◽  
Process Analysis ◽  
Empirical Work ◽  
Mediating Effect ◽  
Mediation Model ◽  
Content Type ◽  
Employee Characteristics ◽  
The Relationship

Purpose The purpose of this paper is to advance the knowledge base by testing the hypothesis that job satisfaction mediates the relationship between perceived organizational culture and intentions to turnover, and that employee characteristics moderate this relationship. Design/methodology/approach Data were drawn from a cross-sectional online survey of employees at one Area Command of The Salvation Army in the USA (N=250, 66.8 percent female, 26.4 percent African American). The study implemented two different techniques to incorporate methodological triangulation to test the mediation model: a three-step regression analysis and a bootstrapping technique in which direct and indirect effects are tested at once. Also, a conditional process analysis was used to test the moderated mediation model. Findings Results supported the hypothesized mediation relationship and showed that lower mean organizational culture scores were significantly associated with lower job satisfaction, and thus, higher intentions to turnover. Additionally, office location moderated the indirect effect of organizational culture on intentions to turnover through job satisfaction. Practical implications Findings highlight the variability in how organizational culture affects employees across the work environment. Interventions, which are subtly tuned to the variation in workplaces, may be the most effective at building strong and positive organizational cultures. Originality/value The current study extends prior empirical work by testing the hypothesis that employee characteristics moderate the mediating effect of organizational culture and job satisfaction on intentions to turnover. Results showed that work location moderated the relationship between organizational culture and job satisfaction; organizational culture had a stronger effect on job satisfaction among employees working at the administrative office compared to those in community-based centers. Findings underscore the need for leadership to create a strong culture that permeates all work sectors in order for it to be effective.

A maturity assessment model for manufacturing systems

2018 ◽  
Vol 29 (5) ◽  
pp. 746-767 ◽  
Author(s):  
Jorge A. Vivares ◽  
William Sarache ◽  
Jorge E. Hurtado
Keyword(s):  
Decision Making ◽  
Manufacturing Systems ◽  
Manufacturing System ◽  
Assessment Model ◽  
Maturity Index ◽  
Manufacturing Companies ◽  
Maturity Level ◽  
Content Type ◽  
Maturity Assessment ◽  
Support Decision Making

PurposeAssessment of manufacturing systems provides a baseline for manufacturing strategy (MS) formulation. The purpose of this paper is to develop and propose a maturity assessment model for manufacturing systems (MAMMS). The MAMMS provides a maturity index, in order to establish manufacturing system performance on five possible levels: preinfantile, infantile, industry average, adult, and world class manufacturing.Design/methodology/approachThree main steps were taken: MAMMS design; maturity-level assessment in two companies; and MAMMS validation. Based on an action-research process, several research tools, such as surveys, expert panels, and immersion in two manufacturing companies, were used.FindingsBy integrating 79 variables into a maturity index, the maturity level for two manufacturing companies was obtained. Considering three main components (competitive priorities, manufacturing levers, and manufacturing’s strategic role), the analyzed companies showed a performance at the average industry level. According to participants, the MAMMS is a valuable tool to support decision making in MS.Practical implicationsEmpirical evidence supports the relevance of the proposed MAMMS and its practical usefulness. In particular, the maturity index identifies strengths and weaknesses in the manufacturing system, providing a baseline from which to deploy MS.Originality/valueThe literature review shows a lack of contributions regarding maturity models, particularly, the non-existence of maturity assessment models for manufacturing systems. The proposed MAMMS is a valuable tool to support decision making in MS. Also, this paper contributes to understanding the action-research paradigm, for further research in operations management.

Investigating the role of demand planning as a higher-order construct in mitigating disruptions in the European supply chains

2020 ◽  
Vol 31 (3) ◽  
pp. 665-696 ◽  
Author(s):  
Artur Swierczek
Keyword(s):  
Supply Chains ◽  
Planning Process ◽  
Contextual Factors ◽  
Higher Order ◽  
Dynamic Capability ◽  
Content Type ◽  
Demand Planning ◽  
Operational Risks ◽  
Order Construct ◽  
The Impact

PurposeThe goal of the paper is twofold. First, it aims to empirically conceptualize whether a wide array of fragmented demand planning activities, performed in supply chains, can be logically categorized into actionable sets of practices, which then form a broader conceptualization of the demand planning process. Second, regarding certain contextual factors, our research seeks to investigate the contribution of demand planning, as a higher-order construct, to mitigating disruptions induced by operational risks in supply chains.Design/methodology/approachIn this study, PLS-SEM was used to estimate the reflective-formative nature of the model. The results of PLS-SEM were additionally complemented by the assessment of the predictive power of our model. Finally, to reveal possible contingency effects, the multigroup analysis (MGA) was conducted.FindingsThe study suggests that demand planning process (DPP) is a second-order construct that is composed of four sets of practices, including goal setting, data gathering, demand forecasting, communicating the demand predictions and synchronizing supply with demand. The study also reveals that the demand planning practices, only when considered together, as a higher-order factor, significantly contribute to mitigating disruptions driven by operational risks. Finally, the research shows that the strength of the impact of demand planning on disruptions is contextually dependent.Research limitations/implicationsWhile the study makes some important contributions, the obtained findings ought to be considered within the context of limitations. First, the study only investigates disruptions driven by operational risks, ignoring the negative consequences of environmental risks (terrorist attacks, natural disasters, etc.), which may have a far more negative impact on supply chains. Second, the sample is mostly composed of medium and large companies, not necessarily representative of demand planning performed by the entire spectrum of companies operating in the market.Practical implicationsThe study shows that to effectively mitigate disruptions induced by operational risks, the demand planning practices should be integrated into a higher-order construct. Likewise, our research demonstrates that the intensity of demand planning process is contingent upon a number of contextual factors, including firm size, demand variability and demand volume.Social implicationsThe study indicates that to mitigate disruptions of operational risk, demand planning as a higher-order dynamic capability can be referred to the concept of organizational learning, which contributes to forming a critical common ground, ensuring the balance between formal and informal dynamic routines.Originality/valueThe paper depicts that to fully deal with disruptions, the demand planning practices need to be integrated and categorized into the dedicated higher-order. This may lead to forming demand planning as a higher-order dynamic capability that provides a more rapid and efficient rebuttal to any disruptions triggered by operational risks.

Demand planning as a tamer and trigger of operational risk disruptions: evidence from the European supply chains

2019 ◽  
Vol ahead-of-print (ahead-of-print) ◽  
Author(s):  
Artur Swierczek ◽  
Natalia Szozda
Keyword(s):  
Risk Management ◽  
Supply Chain ◽  
Supply Chains ◽  
Planning Process ◽  
Operational Risk ◽  
Negative Consequences ◽  
Content Type ◽  
Demand Planning ◽  
Operational Risks ◽  
And Control

Purpose The purpose of this paper is to explore the effects of demand planning practices on the disruptions induced by operational risk. The study reveals whether the negative consequences of operational risk factors (covering demand, supply, control and process risks) can be absorbed or amplified through the application of specific demand planning practices in supply chains. Design/methodology/approach The study involves the partial least squares path model procedure. Likewise, the items of the constructs in the outer model were subjected to a purification process by principal component analysis with the orthogonal (varimax) and oblique (Promax) methods of rotation. Findings The findings suggest that although one may not observe uniformity and standardization in the role of demand planning in alleviating the negative effects of operational risks, still some regularities can be obtained. Having said that some demand planning practices tend to mitigate or reinforce disruptions driven by operational risk, whereas the other practices simultaneously absorb and amplify disruptions driven by operational risk. Practical implications The study shows that different managerial instruments, which are not inherently dedicated to risk management, when appropriately applied, may have an indirect impact on the mitigation of supply chain risk. In particular, the concept of demand planning might be very helpful for managers when dealing with demand and control risks. Originality/value The study simultaneously examines a more detailed bundle of practices forming the demand planning process. The research attempts to investigate the link between the demand planning process and operational risk consequences, derived from all sources (supply, demand, process and control). The paper shows that risk management is not a sole tool to mitigate disruptions. Among the concepts, which contribute to decrease risks is the demand planning process. The study demonstrates that the demand planning process when applied as a component of supply chain management, may contribute to mitigate certain operational risks.

Performance measurement and metrics in supply chains: an exploratory study

2015 ◽  
Vol 64 (8) ◽  
pp. 1068-1091 ◽  
Author(s):  
Wojciech Piotrowicz ◽  
Richard Cuthbertson
Keyword(s):  
Performance Management ◽  
Customer Service ◽  
Balanced Scorecard ◽  
Economic Value ◽  
Empirical Work ◽  
Health And Safety ◽  
Value Added ◽  
Small Sample ◽  
Content Type ◽  
The Balanced Scorecard

Purpose – The purpose of this paper is to explore the approaches and metrics used to measure supply chain (SC) performance, and to understand the relative perceived importance of such measures. Design/methodology/approach – This research is based on empirical data captured through a survey of SC professionals in a variety of business sectors. Findings – The research confirms the importance of the balanced scorecard (BSC) approach, with BSC, SCOR and economic value added being the most commonly used tools. Economic metrics dominate, focused on cost and customer service. While social and environmental-related measures are of emerging importance, they appear to be of similar importance to economic metrics only when backed up by a legal obligation. Research limitations/implications – The small sample of 51 companies was based on access and the group is not wholly representative of all businesses. Respondents were mainly managers from EU countries involved in procurement, logistics and transport activities. Surveyed companies included manufacturing, automotive, retail, logistics services and wholesaling businesses. Practical implications – The common key performance indicators (KPI’s) are identified. These include measures related to: quality, efficiency, responsiveness, health and safety, employees, emission, natural resources utilisation, waste and recycling. Issues that influence the usage of measurement systems as well as the company and SC levels are ranked. Social implications – Implementation of a monitoring system and subsequent usage of the collected data may help to reduce negative external impacts on society and the environment. Originality/value – The field of SC performance management is still developing, with growing empirical work. Nevertheless this paper is one of the first attempts to carry out such an analysis focused on metrics and their usage. The survey instrument has been tested and can now be applied to other contexts.

Vulnerability in in-vitro fertilisation transformative services: an interplay of individual and institutional factors

2021 ◽  
Vol ahead-of-print (ahead-of-print) ◽  
Author(s):  
Nichola Robertson ◽  
Yelena Tsarenko ◽  
Michael Jay Polonsky ◽  
Lisa McQuilken
Keyword(s):  
Online Survey ◽  
Empirical Work ◽  
Research Area ◽  
Research Literature ◽  
Institutional Factors ◽  
In Vitro Fertilisation ◽  
Service Research ◽  
Lower Probability ◽  
Content Type

Purpose The purpose of this paper is to empirically examine the factors driving and mitigating the experienced vulnerabilities of women undergoing the transformative service of in-vitro fertilisation (IVF), and how this influences women’s evaluations and intentions. Design/methodology/approach The conceptual framework was tested using quantitative data collected via an online survey of Australian women who have undergone IVF treatment. Hayes’ PROCESS macro was used to analyse the data. Findings The results indicate that women’s persistent goal-striving alongside their perceived personal sacrifices influence the association between their need for parenthood and their experienced vulnerability. Institutional factors such as IVF clinic technical and interpersonal quality influence these consumers’ IVF experience evaluations and word-of-mouth (WoM) intentions. Research limitations/implications This study’s results are limited to women who are undergoing IVF treatment. Further empirical work is needed to deepen the understanding of the role played by partners and other family members in women’s IVF experiences. Practical implications IVF clinics can reduce women’s experienced vulnerability by encouraging women who have a good probability of succeeding to persist in the pursuit of the goal of conceiving a child via IVF. This can be achieved by enabling and empowering them so that they give themselves the best chance during treatment, thus facilitating their control. Managing the expectations of those women with a lower probability of success is also recommended. The importance of the technical and interpersonal quality delivered by IVF clinics in influencing the positive evaluations and behavioural intentions of women experiencing vulnerabilities is further highlighted. Originality/value This study contributes to the transformative service research literature by: examining the IVF transformative experience, which has been largely overlooked; focussing on the intersection of transformative services and consumers experiencing vulnerability, which is an emerging research area; and testing a framework quantitatively that intermingles individual and institutional factors as antecedents and consequences of consumers’ experienced vulnerabilities, advancing the existing conceptual and qualitative work.

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