Balancing Demand and Supply in Complex Manufacturing Operations: Tactical-Level Planning Processes
Doctoral thesis, 2022
To explore complexity’s impact on demand–supply balancing in planning processes, the thesis draws on five studies, the first two of which addressed customer order fulfillment in ETO operations. Whereas Study I, an in-depth single-case study, examined relevant tactical-level decisions, planning activities, and their interface with the complexity affecting demand–supply balancing at the strategic–tactical interface, Study II, an in-depth multiple-case study, revealed the cross-functional mechanisms of integration affecting those decisions and activities and their impact on complexity. Next, Study III, also an in-depth multiple-case study, investigated areas of uncertainty, information-processing needs (IPNs), and information-processing mechanisms (IPMs) within sales and operations planning in ETO operations. By contrast, Studies IV and V addressed material delivery schedules (MDSs) in CTO operations; whereas Study IV, another in-depth multiple-case study, identified complexity interactions causing MDS instability at the tactical–operational interface, Study V, a case study, quantitatively explained how several factors affect MDS instability.
Compiling six papers based on those five studies, the thesis contributes to theory and practice by extending knowledge about relationships between complexity and demand–supply balancing within a medium-term horizon. Its theoretical contributions, in building upon and supporting the limited knowledge on tactical planning in complex manufacturing operations, consist of a detailed tactical-level planning framework, identifying IPNs generated by uncertainty, pinpointing causal and moderating factors of MDS instability, and balancing complexity-reducing and complexity-absorbing strategies, cross-functional integrative mechanisms, IPMs, and dimensions of planning process quality. Meanwhile, its practical contributions consist of concise yet holistic descriptions of relationships between complexity in context and in demand– supply balancing. Manufacturers can readily capitalize on those descriptions to develop and implement context-appropriate tactical-level planning processes that enable efficient, informed, and effective decision-making.
organizational information processing
material delivery scheduling
sales and operations planning
Chalmers, Technology Management and Economics, Supply and Operations Management
Managing complexity through integrative tactical planning in engineer-to-order environments: insights from four case studies
Production Planning and Control,; Vol. 33(2022)p. 907-924
A Tactical Demand-Supply Planning Framework to manage Complexity in Engineer-to-Order Environments: Insights from an in-depth case study
Production Planning and Control,; Vol. 33(2022)p. 462-479
Shurrab, H. Jonsson, P. “Managing information processing needs in engineer-to-order organizations: A prerequisite for demand–supply balancing”
Shurrab, H. Jonsson, P. “Information processing mechanisms of tactical planning to address demand–supply balancing uncertainty in engineer-to-order organizations”
Shurrab, H. Jonsson, P. “Untangling the complexity generating material delivery 'schedule instability’: Insights from automotive OEMs”
Jonsson, P. Shurrab, H. Öhlin, J. Bystedt, J. Sheikh, M. A. Verendel, V. “Explaining causes to delivery schedule inaccuracies in supply chains”
Tactical-level planning problems concerning demand–supply balancing on various horizons are tackled from a hierarchical perspective, differentiating between tactical, strategic-tactical, and tactical-operational issues and consequences. To explore complexity’s impact on demand–supply balancing in planning processes, the thesis draws on five case studies using theoretical lenses such as complexity theory, organizational information processing theory, and process theory. That is to say; this thesis comprises several suggested frameworks that build upon and support the limited knowledge on tactical planning in complex manufacturing operations. Meanwhile, its contributions to managerial practices consist of concise yet holistic descriptions of relationships between complexity in context and in demand–supply balancing. Manufacturers can readily capitalize on those descriptions to develop and implement context-appropriate tactical-level planning processes that enable efficient, informed, and effective decision-making.
Resource efficient planning for competitive production networks - Phase B
VINNOVA, 2015-12-01 -- 2018-01-12.
Future of sharing schedule information in automotive industry supply chains using advanced data analytics
VINNOVA (2018-02695), 2018-10-01 -- 2021-05-31.
FFI - Strategic Vehicle Research and Innovation (2018-02695), 2018-10-01 -- 2021-05-31.
Production Engineering, Human Work Science and Ergonomics
Other Engineering and Technologies not elsewhere specified
Areas of Advance
Doktorsavhandlingar vid Chalmers tekniska högskola. Ny serie: 5091
Vasa B (Zoom Password: 918784)
Opponent: Jonathan Gosling, Cardiff University, United Kingdom