Models and Algorithms for the Optimisation of Replenishment, Production and Distribution Plans in Industrial Enterprises

Tesis por compendio[ES] La optimización en las empresas manufactureras es especialmente importante, debido a las grandes inversiones que realizan, ya que a veces estas inversiones no obtienen el rendimiento esperado porque los márgenes de beneficio de los productos son muy ajustados. Por ello, las empresas tratan de maximizar el uso de los recursos productivos y financieros minimizando el tiempo perdido y, al mismo tiempo, mejorando los flujos de los procesos y satisfaciendo las necesidades del mercado. El proceso de planificación es una actividad crítica para las empresas. Esta tarea implica grandes retos debido a los cambios del mercado, las alteraciones en los procesos de producción dentro de la empresa y en la cadena de suministro, y los cambios en la legislación, entre otros. La planificación del aprovisionamiento, la producción y la distribución desempeña un papel fundamental en el rendimiento de las empresas manufactureras, ya que una planificación ineficaz de los proveedores, los procesos de producción y los sistemas de distribución contribuye a aumentar los costes de los productos, a alargar los plazos de entrega y a reducir los beneficios. La planificación eficaz es un proceso complejo que abarca una amplia gama de actividades para garantizar que los equipos, los materiales y los recursos humanos estén disponibles en el momento y el lugar adecuados. Motivados por la complejidad de la planificación en las empresas manufactureras, esta tesis estudia y desarrolla herramientas cuantitativas para ayudar a los planificadores en los procesos de la planificación del aprovisionamiento, producción y distribución. Desde esta perspectiva, se proponen modelos realistas y métodos eficientes para apoyar la toma de decisiones en las empresas industriales, principalmente en las pequeñas y medianas empresas (PYMES). Las aportaciones de esta tesis suponen un avance científico basado en una exhaustiva revisión bibliográfica sobre la planificación del aprovisionamiento, la producción y la distribución que ayuda a comprender los principales modelos y algoritmos utilizados para resolver estos planes, y pone en relieve las tendencias y las futuras direcciones de investigación. También proporciona un marco holístico para caracterizar los modelos y algoritmos centrándose en la planificación de la producción, la programación y la secuenciación. Esta tesis también propone una herramienta de apoyo a la decisión para seleccionar un algoritmo o método de solución para resolver problemas concretos de la planificación del aprovisionamiento, producción y distribución en función de su complejidad, lo que permite a los planificadores no duplicar esfuerzos de modelización o programación de técnicas de solución. Por último, se desarrollan nuevos modelos matemáticos y enfoques de solución de última generación, como los algoritmos matheurísticos, que combinan la programación matemática y las técnicas metaheurísticas. Los nuevos modelos y algoritmos comprenden mejoras en términos de rendimiento computacional, e incluyen características realistas de los problemas del mundo real a los que se enfrentan las empresas de fabricación. Los modelos matemáticos han sido validados con un caso de una importante empresa del sector de la automoción en España, lo que ha permitido evaluar la relevancia práctica de estos novedosos modelos utilizando instancias de gran tamaño, similares a las existentes en la empresa objeto de estudio. Además, los algoritmos matheurísticos han sido probados utilizando herramientas libres y de código abierto. Esto también contribuye a la práctica de la investigación operativa, y proporciona una visión de cómo desplegar estos métodos de solución y el tiempo de cálculo y rendimiento de la brecha que se puede obtener mediante el uso de software libre o de código abierto.[CA] L'optimització a les empreses manufactureres és especialment important, a causa de les grans inversions que realitzen, ja que de vegades aquestes inversions no obtenen el rendiment esperat perquè els marges de benefici dels productes són molt ajustats. Per això, les empreses intenten maximitzar l'ús dels recursos productius i financers minimitzant el temps perdut i, alhora, millorant els fluxos dels processos i satisfent les necessitats del mercat. El procés de planificació és una activitat crítica per a les empreses. Aquesta tasca implica grans reptes a causa dels canvis del mercat, les alteracions en els processos de producció dins de l'empresa i la cadena de subministrament, i els canvis en la legislació, entre altres. La planificació de l'aprovisionament, la producció i la distribució té un paper fonamental en el rendiment de les empreses manufactureres, ja que una planificació ineficaç dels proveïdors, els processos de producció i els sistemes de distribució contribueix a augmentar els costos dels productes, allargar els terminis de lliurament i reduir els beneficis. La planificació eficaç és un procés complex que abasta una àmplia gamma d'activitats per garantir que els equips, els materials i els recursos humans estiguen disponibles al moment i al lloc adequats. Motivats per la complexitat de la planificació a les empreses manufactureres, aquesta tesi estudia i desenvolupa eines quantitatives per ajudar als planificadors en els processos de la planificació de l'aprovisionament, producció i distribució. Des d'aquesta perspectiva, es proposen models realistes i mètodes eficients per donar suport a la presa de decisions a les empreses industrials, principalment a les petites i mitjanes empreses (PIMES). Les aportacions d'aquesta tesi suposen un avenç científic basat en una exhaustiva revisió bibliogràfica sobre la planificació de l'aprovisionament, la producció i la distribució que ajuda a comprendre els principals models i algorismes utilitzats per resoldre aquests plans, i posa de relleu les tendències i les futures direccions de recerca. També proporciona un marc holístic per caracteritzar els models i algorismes centrant-se en la planificació de la producció, la programació i la seqüenciació. Aquesta tesi també proposa una eina de suport a la decisió per seleccionar un algorisme o mètode de solució per resoldre problemes concrets de la planificació de l'aprovisionament, producció i distribució en funció de la seua complexitat, cosa que permet als planificadors no duplicar esforços de modelització o programació de tècniques de solució. Finalment, es desenvolupen nous models matemàtics i enfocaments de solució d'última generació, com ara els algoritmes matheurístics, que combinen la programació matemàtica i les tècniques metaheurístiques. Els nous models i algoritmes comprenen millores en termes de rendiment computacional, i inclouen característiques realistes dels problemes del món real a què s'enfronten les empreses de fabricació. Els models matemàtics han estat validats amb un cas d'una important empresa del sector de l'automoció a Espanya, cosa que ha permés avaluar la rellevància pràctica d'aquests nous models utilitzant instàncies grans, similars a les existents a l'empresa objecte d'estudi. A més, els algorismes matheurístics han estat provats utilitzant eines lliures i de codi obert. Això també contribueix a la pràctica de la investigació operativa, i proporciona una visió de com desplegar aquests mètodes de solució i el temps de càlcul i rendiment de la bretxa que es pot obtindre mitjançant l'ús de programari lliure o de codi obert.[EN] Optimisation in manufacturing companies is especially important, due to the large investments they make, as sometimes these investments do not obtain the expected return because the profit margins of products are very tight. Therefore, companies seek to maximise the use of productive and financial resources by minimising lost time and, at the same time, improving process flows while meeting market needs. The planning process is a critical activity for companies. This task involves great challenges due to market changes, alterations in production processes within the company and in the supply chain, and changes in legislation, among others. Planning of replenishment, production and distribution plays a critical role in the performance of manufacturing companies because ineffective planning of suppliers, production processes and distribution systems contributes to higher product costs, longer lead times and less profits. Effective planning is a complex process that encompasses a wide range of activities to ensure that equipment, materials and human resources are available in the right time and the right place. Motivated by the complexity of planning in manufacturing companies, this thesis studies and develops quantitative tools to help planners in the replenishment, production and delivery planning processes. From this perspective, realistic models and efficient methods are proposed to support decision making in industrial companies, mainly in small- and medium-sized enterprises (SMEs). The contributions of this thesis represent a scientific breakthrough based on a comprehensive literature review about replenishment, production and distribution planning that helps to understand the main models and algorithms used to solve these plans, and highlights trends and future research directions. It also provides a holistic framework to characterise models and algorithms by focusing on production planning, scheduling and sequencing. This thesis also proposes a decision support tool for selecting an algorithm or solution method to solve concrete replenishment, production and distribution planning problems according to their complexity, which allows planners to not duplicate efforts modelling or programming solution techniques. Finally, new state-of-the-art mathematical models and solution approaches are developed, such as matheuristic algorithms, which combine mathematical programming and metaheuristic techniques. The new models and algorithms comprise improvements in computational performance terms, and include realistic features of real-world problems faced by manufacturing companies. The mathematical models have been validated with a case of an important company in the automotive sector in Spain, which allowed to evaluate the practical relevance of these novel models using large instances, similarly to those existing in the company under study. In addition, the matheuristic algorithms have been tested using free and open-source tools. This also helps to contribute to the practice of operations research, and provides insight into how to deploy these solution methods and the computational time and gap performance that can be obtained by using free or open-source software.This work would not have been possible without the following funding sources: Conselleria de Educación, Investigación, Cultura y Deporte, Generalitat Valenciana for hiring predoctoral research staff with Grant (ACIF/2018/170) and the European Social Fund with the Grant Operational Programme of FSE 2014-2020. Conselleria de Educación, Investigación, Cultura y Deporte, Generalitat Valenciana for predoctoral contract students to stay in research centers outside the research centers outside the Valencian Community (BEFPI/2021/040) and the European Social Fund.Guzmán Ortiz, BE. (2022). Models and Algorithms for the Optimisation of Replenishment, Production and Distribution Plans in Industrial Enterprises [Tesis doctoral]. Universitat Politècnica de València. https://doi.org/10.4995/Thesis/10251/187461Compendi

Optimising Supply Chain Performance via Information Sharing and Coordinated Management

Supply chain management has attracted much attention in the last decade. There has been a noticeable shift from a traditional individual organisation-based management to an integrated management across the supply chain network since the end of the last century. The shift contributes to better decision making in the supply chain context, as it is necessary for a company to cooperate with other supply chain members by utilising relevant information such as inventory, demand and resource capacity. In other words, information sharing and coordinated management are essential mechanisms to improve supply chain performance. Supply chains may differ significantly in terms of industry sectors, geographic locations, and firm sizes. This study was based on case studies from small and medium sized manufacturing supply chains in People Republic of China. The study was motivated by the following facts. Firstly, small and medium enterprises have made a big contribution to China’s economic growth. Several studies revealed that most of the Chinese manufacturing enterprises became aware of the importance of supply chain management, but compared to western firms, the supply chain management level of Chinese firms had been lagging behind. Research on supply chain management and performance optimisation in Chinese small and medium sized enterprises (SMEs) was very scarce. Secondly, there had been plenty of studies in the literature that focused on two or three level supply chains whilst considering a number of uncertain factors (e.g. customer demand) or a single supply chain performance indicator (e.g. cost). However, the research on multiple stage supply chain systems with multiple uncertainties and multiple objectives based on real industrial cases had been spared and deserved more attention. One reason was due to the lack of reliable industrial data that required an enormous effort to collect the primary data and there was a serious concern about data confidentiality from the industry aspect. This study employed two SME manufacturing companies as case studies. The first one was in the Aluminium industry and another was in the Chemical industry. The aim was to better understand the characteristics of the supply chains in Chinese SMEs through performing in-depth case studies, and built models and tools to evaluate different strategies for improving their supply chain performance. The main contributions of this study included the following aspects. Firstly, this study generalised a supply chain model including a domestic supply chain part and an international supply chain part based on deep case studies with the emphasis on identifying key characteristics in the case supply chains, such as uncertainties, constraints and cost elements in association with flows and activities in the domestic supply chain and the international supply chain. Secondly, two important SCM issues, i.e. the integrated raw material procurement and finished goods production planning, and the international sales planning, were identified. Thirdly, mathematical models were formulated to represent the supply chain model taking into account multiple uncertainties. Fourthly, several operational strategies utilising the concepts of just-in-time, safety-stock/capacity, Kanban, and vendor managed inventory, were evaluated and compared with the case company's original strategy in various scenarios through simulation methods, which enabled quantification of the impact of information sharing on supply chain performance. Fifthly, a single objective genetic algorithm was developed to optimise the integrated raw material ordering and finished goods production decisions under (s, S) policy (a dynamic inventory control policy), which enabled the impact of coordinated management on supply chain performance to be quantified. Finally, a multiple objectives genetic algorithm considering both total supply chain cost and customer service level was developed to optimise the integrated raw material ordering and finished goods production with the international sales plan decisions under (s, S) policy in various scenarios. This also enabled the quantification of the impact of coordinated management on supply chain performances

Services for What and for Whom? A Literature Review of Private Forest Owners' Decision-Making in Relation to Forest-Based Services

The more distanced forest owners become from their forests, the more room there is for different kinds of advice and service provision to help them in their forest management decisions. Therefore, the quality and adaptation of these services impact the use of forest resources significantly, including at a broader scale. Even though the forest owners' decision-making at the general level, as well as the role of advisory services and their efficiency has been the subject of various studies, literature on how forest owners make decisions in relation to the various types of service provisions appears to be limited, and no systematic review has been found. To offer a better understanding of the present state of knowledge on, and the relations between, decision-making, forest related services, and forest ownership, this literature review provides an overview of the scientific research between 2008 and 2020 on private forest owners' decision-making related to services. The results show that the forest owners' decision-making related to services has been gaining increasing interest as a research topic, especially during the last 5-6 years. However, it is still dominated by a few countries and contexts. In addition, in the current research decision-making concept is mostly understood as a decision outcome i.e., the forest owners' choice between typically two alternatives. The importance of process-based understanding on decision-making, on the other hand, seemed to be largely missing from the forest owner studies. As conclusions, five proposals for future research avenues are presented

The Importance of Systems for Controlling Logistics Costs in the Supply Chain: A Case Study from the Slovenian Automotive Industry

Participating in the automotive industry brings new responsibilities for suppliers who, in order to meet customer demands, must strive towards improving business processes, while at the same time reducing costs. These demands can disrupt the operations of companies that do not have a system for controlling logistics costs. On the other hand, customer demands can be the cause of other types of disruptions in companies that have such a system in place, stemming from an excessive focus on cost reduction. To tackle this problem, a survey was conducted on a sample of 30 Slovenian companies that operate as suppliers in the automotive industry. Its objective was to determine how different customer demands along the supply chain can affect the business processes of suppliers and the level of logistics costs. The survey revealed that companies that use a system for controlling logistics costs experience fewer disruptions in their business processes in their efforts to satisfy customer demands. These companies also display a higher level of integration of business processes and use a different approach when dealing with the various participants of the supply chain. The survey also sets clear participation guidelines for suppliers in the supply chain of the automotive industry and points out how companies can benefit from using a system for controlling logistics costs in other ways, aside from the cost controlling aspect.</p

Kuinka soveltaa teknologiaan, tietoon ja tuotantoon liittyvän päätöksenteon malleja strategisesti kestävään resurssien allokointiin?

Technology is a primary source of competitive advantage that can help a firm to outperform its competitors if the firm’s technology strategy is aligned with its overall business strategy. Because firms’ resources are limited and technology is usually a resource-intensive investment, finding suitable technology in which to invest is of paramount concern to strategists. This doctoral thesis focuses on tackling this prioritization problem. This dissertation is the combination of four publications that examine the topic above. The outcome of this dissertation is the proposal of a technique that facilitates the technology and knowledge decision-making process in operations management, with consideration given to the notion of competitive advantage. The proposed technique considers both external factors (e.g., product life cycle) and internal factors (e.g., firms’ resources) that affect technology decisions. The research considers three types of technology in firms based on different phases of the product life cycle: basic, core and spearhead. This research applies the sand cone approach to technology development and investment. This dissertation extends existing knowledge of the resource-based view, competitive advantage and the sand cone model, all of which serve as the foundation of the studies featured in the dissertation. The findings of this dissertation help managers in the following areas: (1) to find the right choice of technology in which to invest, (2) to outsource the technology and knowledge requirement, (3) to detect the potential development areas regarding their firms’ competitive priorities and (4) to evaluate the potential of advanced technology in bringing competitive advantage and in changing the rules of competition.Teknologia tuo kilpailuetua, joka voi auttaa yritystä menestymään kilpailijoitaan paremmin, jos yrityksen teknologiastrategia on yhdenmukainen sen yleisen liiketoimintastrategian kanssa. Koska yritysten resurssit ovat rajalliset ja teknologia on yleensä resursseja vaativa investointi, on sopivan teknologian löytäminen ensisijaista strategisessa päätöksenteossa. Väitöskirja keskittyykin tämän priorisointiongelman ratkaisemiseen. Väitöstutkimus on yhdistelmä neljästä edellä aihetta tarkastelevasta julkaisusta. Väitöskirjan tuloksena on ehdotus tekniikasta, joka helpottaa teknologiaan ja osaamiseen liittyvää päätöksentekoprosessia toiminnan johtamisessa ottaen huomioon myös kilpailuedun. Ehdotetussa tekniikassa otetaan huomioon sekä ulkoiset tekijät (kuten tuotteen elinkaari) että sisäiset tekijät (esimerkiksi yritysten resurssit), jotka vaikuttavat teknologiapäätöksiin. Tutkimuksessa tarkastellaan kolmea erityyppistä teknologiaa yrityksissä. Ne perustuvat tuotteen elinkaaren eri vaiheisiin: perusteknologia, ydinteknologia ja keihäänkärkiteknologia. Tämä tutkimus soveltaa hiekkakakun nimellä tunnettua pyramidimallia teknologian kehittämiseen ja investointeihin. Väitöskirja laajentaa aiempaa tietämystä resurssipohjaisesta tarkastelusta, kilpailuedusta ja hiekkakakkumallista, jotka luovat perustan kaikille väitöskirjan tutkimuksille. Väitöskirjan tulokset auttavat johtajia seuraavilla alueilla: (1) investoitavan teknologian löytäminen (2) teknologian ja vaadittavan osaamisen ostopäätös (3) yritysten kilpailuetuihin liittyvien mahdollisten kehitysalueiden löytäminen (4) sen arvioiminen, millaisia mahdollisuuksia edistyneellä teknologialla on tuottaa kilpailuetua ja muuttaa kilpailun sääntöjä.fi=vertaisarvioitu|en=peerReviewed

Identifying and prioritizing the effective factors in the implementation of green supply chain management in the construction industry

In recent years, environmental protection and sustainability have become significant issues and have attracted everyone's attention. And many organizations are now interested in using it as their strategy to gain customer satisfaction and market share and outperform competitors. This article aims to identify and prioritize the main factors that implement green supply chain management (GSCM) in the construction industry. To achieve the goal, the integrated approach combining is fuzzy decision-making trial and evaluation laboratory (FDEMATEL) and fuzzy analysis network Process (FANP) developed. The parameters employed are in this approach identified through an extensive literature review, and validation is criteria introduced through the experts’ opinions to discuss data uncertainty. First, the FDEMATEL method sets up the interrelationships between the criteria, which used for determining are the most important factors in the GSCM approach. Then, the local weight of the criteria calculated using the FANP approach based on cause and effect relationships, and through the FDEMATEL method. The results of this study show that external factors are the most important and influential factors in the GSCM approach, Therefore, the findings of this study can guide managers to make better use of the GSCM approach in the Iranian construction industry

Industry 4.0—from Smart Factory to Cognitive Cyberphysical Production System and Cloud Manufacturing

This book focuses on recent developments in new industrial platforms, with Industry 4.0 on its way to becoming Industry 5.0. The book covers smart decision support systems for green and sustainable machining, microscale machining, cyber-physical production networks, and the optimization of assembly lines. The modern multiobjective algorithms and multicriteria decision-making methods are applied to various real-world industrial problems. The emerging problem of cybersecurity in advanced technologies is addressed as well

PACIOLI 17; Innovation in the management and use of Micro Economic Databases in Agriculture

The PACIOLI network explores the need for and feasibility of innovation in farm accounting and its consequences for data gathering for policy analysis in Farm Accountancy Data Networks (FADNs). PACIOLI 17 took place in Ettenhausen, Switzerland, in June 2009. The theme of the workshop was 'Innovation in the management and use of Micro Economic Databases in Agriculture'

Knowledge is of no value unless to be shared. A synthesis of knowledge-sharing drivers in born-globals

In recent years, technological advancements have enabled born-global firms to build on their knowledge-based resources and more effectively contribute to the international economy. Hence, knowledge management practices have become crucial capabilities of born-global firms. Therefore, this paper strives to develop and validate drivers and indicators that impact such firms’ knowledge sharing. In doing so, we focus on the born-globals originating from the context of Australia and take advantage of exploratory analysis in two complementary studies. Accordingly, using a Delphi analysis, we first employ a panel of experts consisting of founders and owners of born-global firms to explore key knowledge-sharing (KS) drivers. Subsequently, confirmatory factor analysis (CFA) and structural equation modelling (SEM) will validate the identified drivers. In this regard, the results of the three-round Delphi analysis led to the identification of the 12 KS drivers in three categories of individual, technological and organisational dimensions. Also, the validation phase (CFA synthesis) ended with the retention of 36 items for the 12 drivers. Accordingly, this research reveals significant findings that contribute to enriching the prior KS studies in born-global firms. For instance, we highlight that in born-global firms, individuals are more likely to share their knowledge with those who are more reliable and trustworthy. Overall, we highlight how effective KS drivers can influence born globals features