scholarly journals Proposals for enhancing tactical planning in grocery retailing with S&OP

2018 ◽  
Vol 48 (2) ◽  
pp. 114-138 ◽  
Author(s):  
Heidi Carin Dreyer ◽  
Kasper Kiil ◽  
Iskra Dukovska-Popovska ◽  
Riikka Kaipia
Keyword(s):  
Case Studies ◽  
Planning Process ◽  
Supply And Demand ◽  
Demand Management ◽  
Forecast Accuracy ◽  
Tactical Planning ◽  
Operations Planning ◽  
Content Type ◽  
On Demand ◽  
Grocery Retailing

Purpose The purpose of this paper is to explore tactical planning in grocery retailing and propose how process and integration mechanisms from sales and operations planning (S&OP) can enhance retail tactical planning. Design/methodology/approach This work follows an explorative design with case studies from the grocery retailing industry in Finland, Norway, and the UK. Findings The tactical planning process focuses on demand management and securing product availability from suppliers in order to reach sales targets. Less attention is directed toward balancing supply and demand or toward providing a single plan to guide company operations. Planning appeared to be functionally oriented with limited coordination between functional plans, but it did include external integration that improved forecast accuracy. Research limitations/implications The study involves grocery retailer cases with variable levels of S&OP maturity. The propositions need to be investigated further through action research or additional case studies to confirm their validity. Practical implications The study proposes a design of an S&OP process in retailing and propositions for improving tactical planning integration. Originality/value The study complements research on retail tactical planning by taking planning process and integration viewpoints. The research suggests that retailers would benefit from a formal and company-wide S&OP process to unify different market-oriented plans to a single set of numbers, thus better balancing supply and demand without sacrificing the emphasis on demand planning.

Historic urban landscape

2020 ◽  
Vol 10 (3) ◽  
pp. 233-258
Author(s):  
Julia Rey-Pérez ◽  
Ana Pereira Roders
Keyword(s):  
Case Studies ◽  
Planning Process ◽  
Urban Landscape ◽  
Academic Community ◽  
Theoretical Research ◽  
Journal Articles ◽  
Content Type ◽  
Academic Field ◽  
First Case ◽  
Implementation Management

PurposeThe main aim of this paper is to determine how well the UNESCO 2011 Recommendation on Historic Urban Landscape (hereafter, the HUL approach) is understood by the academic community today. It will review relevant research, highlight shortcomings regarding the HUL concept and approach and explore how well the six proposed steps are being considered when implementing the HUL approach.Design/methodology/approachThis paper presents and discusses the results of a systematic review of 140 peer-reviewed publications, published in international academic journals between 2008 and 2019 and available in databases such as WoS and Scopus, such as journal articles, book chapters and books. More specifically, this research takes the six-step process as its theoretical framework in order to understand if the six steps are being followed in the case studies where the HUL approach has been implemented. Following this, it assesses gaps in the HUL concept and approach. The paper explores the HUL implementation management process, investigating what is being done, how it is being done and who is involved.FindingsThe concept ‘Historic Urban Landscape’ has been used in research since 2008. However, the first case studies implementing the HUL approach were not published until 2013. While there is an abundance of theoretical research in relation to the HUL concept and approach from different perspectives and to varying degrees of depth, the case studies which practically demonstrate the HUL approach and its six steps are scarce. This paper will also show how feasible the steps are and which are used the most.Originality/valueThis research demonstrates if the HUL approach is being understood in the academic field and if the implementation of the six steps is being reflected in the literature. This approach will reveal how these steps are being implemented and if this is having an effect on the heritage planning process.

Towards more effective strategic planning

2019 ◽  
Vol 35 (3) ◽  
pp. 28-30
Keyword(s):  
Strategic Planning ◽  
Case Studies ◽  
Design Methodology ◽  
Reading Time ◽  
Planning Process ◽  
Cutting Edge ◽  
Business Success ◽  
Content Type ◽  
Pertinent Information ◽  
Practical Implications

Purpose This paper aims to review the latest management developments across the globe and pinpoint practical implications from cutting-edge research and case studies. Design/methodology/approach This briefing is prepared by an independent writer who adds their own impartial comments and places the articles in context. Findings Effective strategic planning is critical to business success. The task is often challenging though because of reasons which include bias and lack of clarity and focus. However, firms can use a scorecard-based approach that adds structure and can considerably enhance the planning process. Originality/value The briefing saves busy executives and researchers hours of reading time by selecting only the very best, most pertinent information and presenting it in a condensed and easy-to-digest format.

scholarly journals Tactical capacity planning in hospital departments

2019 ◽  
Vol 32 (1) ◽  
pp. 233-245
Author(s):  
Agneta Larsson ◽  
Anna Fredriksson
Keyword(s):  
Capacity Planning ◽  
Planning Process ◽  
Multiple Case Study ◽  
Tactical Planning ◽  
Content Type ◽  
Essential Components ◽  
Multiple Case ◽  
Planning Processes ◽  
Context Specific

Purpose The purpose of this paper is to explore tactical planning potential within hospital departments. The study had two objectives: first, to develop a framework for tactical capacity planning in healthcare departments by identifying and structuring essential components for healthcare capacity management; and, second, to identify context-specific requirements and functionality demands on tactical planning processes within healthcare. Design/methodology/approach A framework for tactical capacity planning was developed through a literature review. Additionally, an exploratory multiple-case study was performed, with cases from three Swedish hospital departments, which provide the opportunity to study framework applicability in its natural context. Findings Findings illustrate how an active tactical planning process can facilitate adjustments to capacity. However, the multiple-case study shows that there are contextual differences between departments, depending on available treatments and resources that affect capacity adjustments, and how the planning process activities should be structured. Originality/value This project develops a framework for a tactical capacity-planning process adapted to healthcare provider contexts. By developing the framework, based on the literature and tactical level planning processes within three Swedish hospital case studies, the authors bridge gaps between theory and application regarding healthcare capacity planning.

A Framework for Improving ‘Sales and Operations Planning’

Metamorphosis ◽  
2014 ◽  
Vol 13 (1) ◽  
pp. 16-25 ◽  
Author(s):  
Rakesh Kumar ◽  
Samir K. Srivastava
Keyword(s):  
Supply Chain ◽  
Business Processes ◽  
Planning Process ◽  
Supply And Demand ◽  
Operations Planning ◽  
Planning And Control ◽  
The People ◽  
Long Run ◽  
Operational Issues ◽  
And Control

Sales and Operations Planning (S&OP) initially came to existence in manufacturing in the late 1980s and has been around for about three decades now. It is the long-term collaborative planning process of production levels relative to sales within the realm of a manufacturing planning and control system at the Stock Keeping Unit (SKU) level. S&OP has evolved into a major business process adopted to manage the balance and trade-off between the conflicting preferences of the supply and demand side of the supply chain and offers many value creation opportunities. It is one of the most critical business processes used to achieve best in class performance to consistently outperform competitors. It is increasingly being viewed as essential to synchronise the entire supply chain in order to improve its efficiency, as once the S&OP process is institutionalised, it will enhance supply chain efficiency in the long run. It will also help the supply chain partners to understand and overcome supply chain risks resulting from market volatility. For this, firms must develop and deploy excellent leadership capabilities so that S&OP processes are in place and supported well within and across the supply chain. Although easy to understand, S&OP can be difficult to implement. Explaining the importance and working of S&OP, defining the key S&OP objectives and the role of people, process and technology, this article tries to address many evolving S&OP related operational issues from the people, process and supply chain perspective. It also prescribes practical ways to improve and institutionalise a strong S&OP process within a firm and consequently across the supply chain. Thereafter, it provides a useful framework to forecast ownership and suggests as to what should be discussed in S&OP meetings. Finally, it highlights the need to align the plans on a continuous basis and suggests a framework for the same.

Have we achieved the savings? The importance of evaluations when implementing demand management

2007 ◽  
Vol 7 (5-6) ◽  
pp. 203-210 ◽  
Author(s):  
A. Turner ◽  
S. White ◽  
A. Kazaglis ◽  
S. Simard
Keyword(s):  
Planning Process ◽  
Evaluation Studies ◽  
Demand Management ◽  
Economic Assessment ◽  
Water Efficiency ◽  
Analysis Method ◽  
Energy Usage ◽  
On Demand ◽  
Statistical Analysis Method ◽  
Sustainable Futures

Even though millions of dollars have been spent on demand management (DM) over the last decade across Australia, there is still very little evaluation of implemented DM/water efficiency programs. This paper brings together some of the limited examples of evaluation studies undertaken, providing details of both the statistical analysis method used and the findings of such studies undertaken by the Institute for Sustainable Futures (ISF) on behalf of water utilities. The studies include measurement of water savings in the residential and non-residential sectors and economic assessment of implemented programs. The paper highlights the importance of evaluation and need for embedding evaluation into the water planning process. It also highlights additional research currently being undertaken in this field associated with pressure reduction and energy usage when implementing DM programs. This paper will be of interest to a broad spectrum of practitioners beginning or currently involved in the development of DM programs or implementing and evaluating existing DM programs.

Framework for measuring performance of the sales and operations planning process

2016 ◽  
Vol 46 (9) ◽  
pp. 809-835 ◽  
Author(s):  
Hana Hulthén ◽  
Dag Näslund ◽  
Andreas Norrman
Keyword(s):  
Planning Process ◽  
Process Efficiency ◽  
Structured Interviews ◽  
Operations Planning ◽  
Content Type ◽  
Implementation Challenges ◽  
Multiple Case ◽  
Organizational Transparency ◽  
Practical Implications

Purpose The purpose of this paper is to develop a framework for measuring the S&OP process performance. Design/methodology/approach The method used is a multiple case study of five companies from different industries based on data from 12 structured interviews. Findings The main result is a framework to measure the S&OP process. It includes concrete suggestions for organizations when developing measures to increase effectiveness and efficiency of the process. It will also help organizations to standardize measures and to enhance organizational transparency. Our results include measures for every step of the process as well as for the outcome of the process. The authors highlight the importance of cross-functional measures along with measures that focus on how to conduct the process. The framework is founded on a set of criteria on appropriate measures such as comprehensiveness, internal process efficiency, horizontal and vertical integration, internal comparability, and usefulness. The study contributes to performance measurement literature and the S&OP literature. Research limitations/ implications Validation of the framework is desirable in similar as well as other contexts. Implementation challenges should also be investigated. Practical implications The framework provides guidelines in order to measure, analyze and improve the effectiveness and the efficiency of the process. Originality/values This is the first framework for measuring the S&OP process that includes detailed measures for each step of the process, for the outcome of the process as well as how to conduct the process itself.

scholarly journals Sales and Operations Planning: a comparison between the demand-driven and traditional approaches

2019 ◽  
Vol 7 (1) ◽  
pp. 23 ◽  
Author(s):  
D.F. Bozutti ◽  
K.F. Esposto
Keyword(s):  
Planning Process ◽  
Traditional Approach ◽  
Tactical Planning ◽  
Complex Environment ◽  
Monthly Basis ◽  
Operations Planning ◽  
Performance Framework ◽  
Production Distribution ◽  
And Performance ◽  
Traditional Approaches

<p>Supply Chain Management (SCM) is an important concept to establish links among companies. With the aim to reach the SCM goals, companies must define processes that links the decisions areas. In this context, a process to be dealt is the Sales and Operations Planning (S&amp;OP). The S&amp;OP is a tactical planning process, executed on monthly-basis and led by senior management with the aim to balance demand, production, distribution, procurement and finance, to ensure the plans and performance are aligned to support the business strategic plan. In this sense, a literature review was presented in this paper in order to compare the traditional approach and the demand-driven approach for the S&amp;OP. As expected, because of the more complex environment to be dealt in a demand-driven environment, the S&amp;OP evolved to be able to be executed properly. However, further studies in this area should be developed in order to obtain a final framework for the demand-driven S&amp;OP, to analyse applications in industries, to understand performance implications and to develop a performance framework for the demand-driven S&amp;OP.</p>

Comparative Case Studies of Parking Reduction at Transit-Oriented Developments in the U.S.A.

2020 ◽  
pp. 036119812096555
Author(s):  
Reid Ewing ◽  
Keuntae Kim ◽  
Sadegh Sabouri ◽  
Fariba Siddiq ◽  
Rachel Weinberger
Keyword(s):  
Case Studies ◽  
Urban Design ◽  
Supply And Demand ◽  
Demand Management ◽  
Full Potential ◽  
Parking Management ◽  
Comparative Case Studies ◽  
Residential Parking ◽  
Parking Demand ◽  
Peak Parking

This study addresses the question of parking supply and demand at transit-oriented developments (TODs) through comparative case studies of seven TODs in the U.S.A. As far as the authors can determine, this is one of the first studies to estimate peak parking generation rates for TODs. Developments are often characterized in relation to “D” variables—development density, land use diversity, urban design, destination accessibility and distance to transit. The seven TODs studied in this project are exemplary when it comes to the Ds. At the overall peak hour, just 51.2%–84.0% of parking spaces are filled. Because of limited use of shared parking, even these exemplary developments do not achieve their full potential. At the overall peak hour, parked cars would fill just 19.5%–69.4% of parking spaces if the developments were built to Institute of Transportation Engineers (ITE) standards. With one exception, peak parking demand is less than 60% of the parking supply guideline in the ITE Parking Generation manual. A sixth D, demand management (parking management), is mixed at the TODs studied. For one thing, there is a dearth of shared parking, though opportunities abound. Another area in which parking policies are not always smart is in bundled residential parking. At some TODs, a parking space/permit comes with each apartment whether the renters want it and use it or not. Such parking is effectively free. A third area in which parking policies are not always smart is in free commercial parking, the counterpart of bundled residential parking.

A sustainable urban water management model under uncertainty: a case study

2020 ◽  
Vol ahead-of-print (ahead-of-print) ◽  
Author(s):  
Maryam Shabani ◽  
Naser Shams Gharneh ◽  
Seyed Taghi Akhavan Niaki
Keyword(s):  
Water Management ◽  
Sustainable Development ◽  
Multiobjective Optimization ◽  
Optimization Model ◽  
Social Issues ◽  
Supply And Demand ◽  
Demand Management ◽  
Scenario Tree ◽  
Urban Water ◽  
Content Type

PurposeTackling the challenges of water scarcity requires comprehensive management according to financial, environmental and social issues. This paper aims to develop a planning approach for systematic decision-making and pay attention to uncertainties in water demand management and supply investment.Design/methodology/approachThis study presents a multiobjective optimization model to manage water resources based on the balance of supply and demand. The objectives of the model include economic, social and environmental (sustainable development) factors. The model achieves an optimal urban water portfolio by using a scenario tree.FindingsThe mathematical goal programming (GP) in a multiobjective optimization model is applied and solved by the branch and bound method. The results indicate the selected supply augmentation and demand management options in each stage for 20 years according to the dry, normal and wetness year scenarios.Practical implicationsThis model is based on a real-world case and has been implemented in the city of Karaj. It can be applied for water management of other cities concerning sustainable development as well.Originality/valueThis paper innovates by considering the sustainable development criteria that are defined using three objective functions, including economic, social and environmental factors. The balance of supply and demand concerning uncertainty has not been investigated in any urban water portfolios. The standardized precipitation evapotranspiration index (SPEI) is incorporated to generate different scenarios. To the best of the authors’ knowledge, this approach is used for the first time.

Understanding dynamic distribution capabilities to enhance supply chain performance: a dynamic capability view

2021 ◽  
Vol ahead-of-print (ahead-of-print) ◽  
Author(s):  
Syeda Wajiha Kazmi ◽  
Waqar Ahmed
Keyword(s):  
Supply Chain ◽  
Planning Process ◽  
Management Practice ◽  
Demand Management ◽  
Reliability And Validity ◽  
Manufacturing Industries ◽  
Supply Chain Performance ◽  
Confirmatory Factor Analyses ◽  
Content Type ◽  
Dynamic Distribution

PurposeThe purpose of this paper is to evaluate and understand the factors that contribute to the enhancement in the process of supply chain activities, specifically among manufacturing industries.Design/methodology/approachThis paper follows the quantitative approach by disseminating a structured questionnaire to supply chain practitioners working in manufacturing industries. A sample of 109 responses is gathered from senior employees involved in sales and operations planning. Exploratory and confirmatory factor analyses are performed to evaluate the reliability and validity of the model. Lastly, SmartPLS is used to test the hypotheses proposed in the study.FindingsThe findings revealed that demand sensing and managing practices positively impact supply chain performance by creating dynamic distribution capabilities. It is observed that distribution capabilities integrate both efficient and effective handling of resources. However, demand management practice has insignificant relationship with supply chain performance.Research limitations/implicationsThe authors suggest that supply chain management must expand in firms, and importance must be given as supply chain performance can provide competitive advantage in order to sustain in today's competitive market.Practical implicationsThe findings can help decision-makers working in the planning process by identifying the right tools to sense the market and react accordingly.Originality/valueThis paper is an initial effort to understand the dynamic distribution capabilities by establishing the link with the studied variables, especially in the manufacturing industries in Pakistan.

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