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Nearly unpredictable turbulence on an overall economic level, radical changes in the legal framework and a shift in the moral concepts prevailing in the general public emphasize the importance of increased corporate flexibility. Usually, most flexibility measurements suffer from the defect that they are not pecuniary, that interactions between different flexibility dimensions are not considered and that they lack the required relatedness to the respective context. These problems contribute to a large extent to the fact that, when making investment decisions, the value of flexibility is considered but intuitively or insufficiently. Frequently, the results are irrational myopic pseudo decisions. The present work can be regarded as an attempt to design a pecuniary and context-related flexibility measure of three single flexibility dimensions in an extremely simplified framework and under restrictive assumptions. The primary method used is Monte Carlo Simulation. The present study shows that the value of flexibility can be substantive and that taking into account the interactions of various single flexibilities when strategic investments are made can be of great importance. In this paper, we work out the connection between "environmental volatility" and the "value of flexibility". Our work shows a numerically strong positive relation between these two properties. (author's abstract) / Series: Working Papers SFB "Adaptive Information Systems and Modelling in Economics and Management Science"

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Organisations comprise human and technical systems that typically perform a variety of business, engineering and production roles. Human systems comprise individuals, people groups and teams that work systematically to conceive, implement, develop and manage the purposes of any enterprise in response to customer requirements. Recently attention has been paid to modelling aspects of people working within production systems, with a view to improving: production performance, effective resource allocation and optimum resource management. In the research reported, graphical and computer executable models of people have been conceived and used in support of human systems engineering. The approach taken has been to systematically decompose and represent processes so that elemental production and management activities can be modelled as explicit descriptions of roles that human systems can occupy as role holders. First of all, a preliminary modelling method (MM1) was proposed for modelling human systems in support of engineering enterprise; then MM1 was implemented and tested in a case study company 1. Based on findings of this exploratory research study an improved modelling method (MM2) was conceived and instrumented. Here characterising customer related product dynamic impacts extended MM1 modelling concepts and methods and related work system changes. MM2 was then tested in case study company 2 to observe dynamic behaviours of selected system models derived from actual company knowledge and data. Case study 2 findings enabled MM2 to be further improved leading to MM3. MM3 improvements stem from the incorporation of so-called DPU (Dynamic Producer Unit) concepts, related to the modelling of human and technical resource system components . Case study 4 models a human system for targeted users i.e. production managers etc to facilitate analysis of human configuration and also cost modelling. Modelling approaches MM2, MM3 and also Case Study 4 add to knowledge about ways of facilitating quantitative analysis and comparison between different human system configurations. These new modelling methods allow resource system behaviours to be matched to specific, explicitly defined, process-oriented requirements drawn from manufacturing workplaces currently operating in general engineering, commercial furniture and white goods industry sectors.

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The difficulties in responding to variation in product order mixes and load levels effectively in make to order are known. Most of the existing approaches consider releasing jobs to the shop (input control), changing capacity levels (output control) in a controlled way, order acceptance with different definitions of work load and due date assignment. Controlling the processes, routing options and the order accepting capacity with various tool combinations that will decrease tool loading are not considered properly. However the manufacturing flexibility provided by the computer numerically controlled (CNC) machines, provides both part variety and due date achievement given a reasonable extra capacity. Positive effects of flexibility on the due date achievement of the make to order is shown with a variety of experimental and field studies leaving little doubt. However taking flexibility only as a strategic issue and not considering it as a means of planning and management in either the short term or medium term decisions have been commonplace practice. In this study, benefits of providing three kinds of flexibility, considering order pool and acceptance probability of the new arrivals in a periodic setting, is the focal issue. If the required flexible environment is provided, the necessity to make a detailed job loading, route planning and scheduling will be reduced to a low level and a high shop congestion and due date achievement will be realized simultaneously. A typical realistic shop with a scaled part mix is assumed in the flexibility management modeling and simulation experiments are conducted applying periodical flexibility planning approach. These experiments briefly support the ideas that worth of anticipation is more than plain expectations and flexibility improves robustness.

Cette thèse étudie la problématique de la flexibilité dans les chaînes logistiques. La recherche académique a commencé à s’intéresser à cette problématique depuis quelques années, mais les études existantes restent pour la plupart au niveau conceptuel et il y a peu de consensus sur la définition même de la flexibilité. Cette thèse a pour ambition de définir un nouveau cadre pour la flexibilité dans les chaînes logistiques, proposer des mesures quantitatives pour la flexibilité et enfin optimiser l’utilisation de la flexibilité, en particulier dans un contexte de planification intégrée de la production et du transport.Ce travail de thèse vise tout d’abord à établir un nouveau cadre pour la flexibilité de la chaîne logistique, où les différents aspects de la flexibilité sont classifiés en trois catégories principales: flexibilité de la production, flexibilité de la chaîne logistique et flexibilité du système. Dans chacune de ces catégories, on peut trouver des dimensions primordiales et des dimensions moins importantes.Afin d’évaluer la flexibilité de manière quantitative, nous faisons appel à la méthode Analogie Mécanique. Cette méthode propose une analogie entre un système mécanique vibratoire et une chaîne logistique. Dans ce contexte, nous avons développé une étude de cas pour Louis Vuitton afin d’évaluer la flexibilité de leurs magasins, et nous avons établi une procédure pour implémenter cette méthode.Une autre problématique importante est l’utilisation optimale de la flexibilité existante.Nous nous sommes particulièrement intéressés à la planification intégrée de la production et du transport avec des flexibilités sur la capacité de transport, où la production et le transport sont intimement liés du fait du manque de capacité de stockage et doivent être planifiées conjointement. Particulièrement, les véhicules hétérogènes sont pris en compte.Nous avons construit deux modèles de programmation linéaire en nombres mixtes et développé trois algorithmes qui ont été comparées par rapport à la relaxation linéaire pour les instances de grande taille et aux solutions optimales pour des instances de petite taille. Ces comparaisons montrent que les heuristiques proposées sont efficaces pour résoudre des problèmes réels, aussi bien en termes de qualité de solution qu’en termes de temps de calcul. / This thesis focuses on flexibility issues in supply chain. These issues are becoming more and more important for firms because of the increasingly changing business environment and customer behaviors. Although some of these issues have been tackled in academic research in recent years, but studies have mainly concentrated in conceptual levels and there is little consensus even on the definition of flexibility. This thesis aims at defining a new framework for the supply chain flexibility, proposing quantitative measures of the flexibility and optimizing the use of flexibility, especially in an integrated production and transportation planning context. The new framework of supply chain flexibility is based on classification of different flexibility aspects in a supply chain into three main categories - manufacturing flexibility,logistic chain flexibility and system flexibility. These flexibility types are further distinguished into major flexibility dimension and other flexibility dimension.In order to measure supply chain flexibility from a quantitative point of view, Mechanical Analogy method is particularly discussed. A procedure is established to enlarge and carry out this method in supply chain, provided with a case study to evaluate the flexibility of Louis Vuitton stores.One of the most important issues is to optimally make use of the available flexibility. We investigate an Integrated Production and Transportation Planning problem with given flexibility tolerances, where the production and transportation activities are intimately linked to each other and must be scheduled in a synchronized way. Particularly, heterogeneous vehicles are taken into account. Two mixed integer linear programming models are constructed.Three algorithms are developed and compared with linear relaxation bounds for large sized real life instances and with optimal solutions for small sized instances. These comparisons show the effectiveness of our heuristics in solving real life problems

[pt] O tema principal desta tese é a operacionalização da flexibilidade de manufatura, a partir de duas abordagens: teórica e empírica. A abordagem teórica visa a discussão com base em uma extensa revisão da bibliografia, da flexibilidade de manufatura e a sua operacionalização. No tocante à operacionalização, destaca-se a existência de diversos aspectos considerados indutores, como a tecnologia de processo, métodos de gerenciamento da produção, gerenciamento de recursos humanos, tecnologia de informação, processo de desenvolvimento de produtos e os relacionamentos na cadeia de suprimentos. Dentre esses aspectos, verificou-se a necessidade de aprofundamento na questão que trata dos relacionamentos na cadeia de suprimentos, em especial os relacionamentos produtor- fornecedor. Após o desenvolvimento do referencial teórico sobre os relacionamentos na cadeia de suprimentos, no sentido de apresentar as características gerais e seus efeitos sobre a flexibilidade de manufatura, passou-se a uma análise empírica com o foco no relacionamento produtor- fornecedor. A escolha desse indutor para a condução do estudo empírico deu-se em função da emergência do papel dos fornecedores na definição das estratégias do produtor e da importância das relações entre produtor e fornecedor na criação e desenvolvimento de vantagens competitivas. Além da construção de um referencial teórico - útil para a discussão da operacionalização da flexibilidade de manufatura como fonte de vantagens competitiva e preparação para futuras pesquisas - a tese também atende à demanda por estudos empíricos tão importantes para o avanço das pesquisas sobre o tema. Nesse sentido, buscou- se responder às duas questões de pesquisa: como se caracterizam os relacionamentos produtor-fornecedor quanto aos aspectos de confiança/comprometimento, compartilhamento de informações, desenvolvimento de fornecedores e desenvolvimento conjunto de produtos nas empresas estudadas? E como se dão os impactos dos aspectos de relacionamento produtor-fornecedor sobre a flexibilidade de manufatura e o desempenho da manufatura nas empresas estudadas? O estudo envolveu quatro empresas de manufatura em uma investigação da influência de quatro aspectos de relacionamento produtor-fornecedor - confiança/comprometimento, compartilhamento de informações, desenvolvimento de fornecedores e desenvolvimento conjunto de produtos - sobre três dimensões externas de flexibilidade de manufatura - mix, novos produtos e volume. A análise estendeu-se à observação dos efeitos generalizados dessas relações sobre o desempenho da manufatura dos níveis da flexibilidade de manufatura apresentados pelas empresas estudadas. / [en] The purpose of this dissertation is to study the operationalization of manufacturing flexibility, focusing on aspects of relationships in the supply chain and their impact on manufacturing flexibility. The research involves four manufacturing companies for studying the influence of four aspects of buyer-supplier relationship - trust/commitment, information sharing, supplier development and joint product development - on three external dimensions of manufacturing flexibility - mix, new products and volume. The study also observes the generalized effects of these relationships on manufacturing performance and on the levels of manufacturing flexibility shown by the companies studied. The buyer-supplier relationships are deeply analyzed and their general characteristics and effects on the operationalization of manufacturing flexibility are presented. In addition, the analysis of scope and achievability factors indicated the presence of little explored flexible resources in the companies studied. Finding ways for operationalizing flexibility must be seen as a priority question to obtain competitive advantage in manufacturing systems. This work shows how the relationships between the buyer and supplier can influence several external dimensions of manufacturing flexibility and, consequently, manufacturing performance.

[pt] A flexibilidade de manufatura tem sido considerada uma vantagem competitiva muito importante para as empresas na atualidade. Considerando que o seu uso efetivo pode exercer influências sobre o nível de diferencial competitivo de uma empresa, neste estudo procurou-se observar de que modo esse importante fator tem sido percebido e efetivado no âmbito de micro e pequenas empresas - MPEs. Desenvolve-se, inicialmente, uma revisão bibliográfica abordando diversos aspectos relacionados à flexibilidade de manufatura, como definição e conceituação, classificação e relacionamento entre dimensões, medição e operacionalização, para definir uma visão consistente e atualizada do tema. E, a partir de um estudo de campo envolvendo cinco MPEs, são desenvolvidas considerações sobre o ambiente competitivo, prioridades gerenciais, importância e efetivação de diferentes dimensões, procurando capturar o posicionamento dessas empresas em relação à flexibilidade de manufatura. / [en] Manufacturing flexibility has been considered one of the most important competitive advantages to the firms nowadays. As the effective use of manufacturing flexibility can influence the competitive level of a firm, this study aims to observe how this important factor has been perceived and used by managers of small enterprises. Initially, a literature review is developed in order to define a consistent and updated view of some aspects of manufacturing flexibility such as definition and conceptualization, classification and relationship between dimensions, measurement and operationalization. Then, based on a field work involving five small enterprises, some patterns related to the competitive environment, to management priorities and to the importance of ten manufacturing flexibility dimensions are identified and show the managers` perspective about these questions in the manufacturing flexibility context. / [es] En la actualidad, la flexibilidad de manufactura es considerada una ventaja competitiva de grande importancia para las empresas. Considerando que el uso efectivo puede ejercer influencias sobre el nível de diferencial competitivo de una empresa, este estudio observa de que modo ese factor ha sido comprendido e implementado en el ámbito de micro y pequeñas empresas - MPEs. Con el objetivo de definir una visión consistente y actualizada del tema, se realiza una revisión bibliográfica que aborda diversos aspectos relacionados a la flexibilidad de manufactura, como definición y conceptuación, clasificación y relación entre dimensiones, medición y operacionalización. A partir de un estudio de campo que comprende cinco MPEs, se desarrollan consideraciones sobre el ambiente competitivo, prioridades gerenciales, importancia y efectivación de diferentes dimensiones, procurando capturar la posición de esas empresas en relación a la flexibilidad de la manufactura.

Os processos de flexibilidade produtiva com transformações tecnológicas e organizacionais nas empresas, que ocorrem no Brasil sob a égide da reestruturação produtiva capitalista desde 1980 e com maior ênfase em 1990, são observados neste estudo à luz da problemática da divisão sexual do trabalho, tomando como campo de análise o segmento de eletroeletrônicos, o qual possui a mais elevada proporção de mulheres da indústria metalúrgica. A pesquisa parte da problemática da visibilização de trabalhadoras como objeto de conhecimento nas análises sobre a classe trabalhadora, procurando oferecer contribuição à sociologia do trabalho a partir de reflexão empírica-teórica gendrada sobre o trabalho, sustentando assim a necessidade do reconhecimento da composição sexuada da classe e reivindicando a indissociabilidade das dimensões classe e gênero. Com base em estudo setorial focado em duas indústrias eletroeletrônicas transnacionais no ramo de telecomunicações e informática, cujas plantas analisadas localizam-se em municípios do interior de São Paulo, foram identificadas e analisadas características do processo de trabalho em diversos setores produtivos das empresas. Essas empresas fabricam no Brasil - uma desde a década de 1990 e outra desde 2000 - telefones celulares, tablets, monitores, notebooks, entre outros equipamentos, e empregam majoritariamente mulheres. A partir do enfoque sobre o processo de trabalho, a pesquisa procurou investigar formas contemporâneas de organização do trabalho (flexíveis ou rígidas) na indústria eletroeletrônica e as condições de trabalho que delas resultam, especialmente para as operárias. Estas condições se produzem em ambiente com flexibilidade interna e externa do processo produtivo que, contudo, manteriam mecanismos rígidos de gestão, como trabalho prescrito, controle sobre o tempo, pausas e cadência e pressão por metas, métodos que predominam nas funções taylorizadas e que costumam, também, ser funções femininas. Assim, foram analisados os critérios e as formas apresentados para a divisão sexual no interior do processo de trabalho em diversos setores das duas fábricas, abordando permanências históricas e mudanças nessa divisão, assim como especificidades sobre o controle e a qualificação do trabalho feminino. Foram investigados, também, elementos da subjetividade e significado social do trabalho para as operárias, bem como práticas sociais que derivam de sua condição de sujeitos sexuados, forjadas em relações sociais de sexo/gênero e classe, nos espaços interno e externo à fábrica. Por meio de entrevistas semi-estruturadas com trabalhadoras/es e dirigentes sindicais representantes das/os trabalhadoras/es das duas empresas, o estudo procurou compreender em que medida as formas de organização produtiva e de divisão sexual do trabalho identificadas na indústria eletroeletrônica influenciam na reprodução das relações sociais de classe e de gênero e/ou nas possibilidades de sua transformação. / The manufacturing flexibility processes together with technological and organizational changes in companies, which have occurred in Brazil under the aegis of the capitalist productive restructuring since 1980 and with special emphasis in 1990, are observed in this study in light of the sexual division of labour issues, taking the electrical & electronic field to be analysed, which has the highest proportion of women in the metallurgical industry. The research is built on the gender-awareness issues as knowledge object in the analysis of the working class, seeking to contribute to the sociology of work with a gendered empirical and theoretical reflection on work, thus justifying the need to recognize the gendered composition of the working class and claiming the inseparability of gender and class dimensions. Based on the sectorial study focused on two transnational electrical & electronic industries of the telecommunication and computer field, whose plots analysed are located in cities in the countryside of São Paulo State, characteristics of labour process were identified and analysed in various productive sectors of the companies. These companies have manufactured in Brazil - one since the 90s and the other since 2000 telephones, cellphones, tablets, monitors, laptops, among other pieces of equipment, and employed mostly women. Focused on the labour process, the research sought to investigate contemporary forms of work organization (flexible or rigid) in the electrical & electronic industry and their resultant working conditions, especially towards the female workers. Such conditions exist in an environment with internal and external flexibility of the productive process. However, these conditions would maintain strict management mechanisms such as predetermined tasks, strict time management, breaks and cadence and pressure to reach targets, methods which prevail in the Taylorized occupations which are often female occupations as well. Thus, the criteria and the forms presented to the sexual division within the labor process were analysed in various sectors of both factories, covering historical continuities and changes in this division, as well as specificities over the control and the qualification of female labour. Elements of subjectivity and the social significance of labour for the female workers were investigated, as well as the social practises that derive from their condition of gendered subjects, generated in social relations of sex/gender and class, in and out of the factory. Through semi-structured interviews with both female and male workers and trade union leaders, representatives of the workers from both companies, the study sought to understand to which extent the forms of productive organization and the sexual division of labour identified in the electrical & electronic industry influence on the reproduction of the social relations of class and gender and / or on the possibility of their transformation.