Purpose: The purpose of this study was to analyze possible strategies that can be used to improve the efficiency of the spare parts safety stock management in a multinational company which operates in the electronic industry. Research question: “Which safety stock dimensioning strategies are most suitable in an after-sales business environment, characterized by high level customer service and unpredictable demand?” Method: The theoretical framework illuminated the study’s phenomenon which was mainly based on peer-reviewed scientific articles but also academic books. Furthermore, the empirical data collection in this study was conducted through a mixed research approach, where the qualitative data was collected through three semi-structured interviews and several unstructured interviews, while the quantitative data consisted of calculations using numerical variables provided by the case company. Conclusion: The study concluded that the so called estimated safety stock method as well as the probabilistic demand based on history method are the most suitable safety stock dimensioning strategies to utilize in business environments where firms that offer products with unpredictable demand are facing challenges related to finding a balance between providing a high service level and keeping their costs as low as possible. / Syfte: Syftet med denna studie var att analysera möjliga strategier som kan användas för att förbättra säkerhetslagerhanteringen av reservdelar hos ett globalt företag inom elektronikindustrin. Frågeställning: “Vilka dimensioneringsstrategier för säkerhetslager är mest lämpliga i en eftermarknadsverksamhet, kännetecknad av hög servicenivå och oförutsägbar efterfrågan?” Metod: Det teoretiska ramverket belyste studiens fenomen som var baserad på främst expertgranskade vetenskapliga artiklar men även böcker. Vidare genomfördes den empiriska datainsamlingen i denna studie genom en mixad forskningsmetod, där den kvalitativa datan var i form av fyra semistrukturerade intervjuer samt flera ostrukturerade intervjuer, medan den kvantitativa datan bestod av beräkningar med hjälp av numeriska variabler tillhandahållna av fallföretaget. Slutsats: Studiens slutsatser visade att den så kallade manuellt bedömt säkerhetslager metoden samt probabilistisk efterfrågan baserad på historisk data metoden är de mest lämpliga dimensioneringsstrategier för säkerhetslager att använda i affärsmiljöer där företag som erbjuder produkter med oförutsägbar efterfrågan står inför utmaningar relaterade till att hitta en balans mellan att tillhandahålla en hög servicenivå och att ha så låga kostnader som möjligt.

[pt] Este estudo tem como foco evidenciar que há meios para melhorar a competitividade da Petrobras utilizando-se de processos potencializados pelas novas tecnologias associadas aos conceitos de controle preexistentes como os indicadores de desempenho e a difusão destes dados por toda Companhia. Com uma gestão planejada, focada na otimização de recursos e apoiada em dados mostra-se a possibilidade de apoiar as decisões na gestão da cadeia de suprimentos (Supply Chain Management) que passa a ter um papel determinante na integração de processos, desde os fornecedores iniciais até os consumidores finais, em um modelo de negócio harmônico e de alto desempenho. Seu objetivo é agregar o maior valor possível ao consumidor. Neste estudo utiliza-se o estudo da logística de estoques de materiais focado no balanceamento do Trade off (perdas compensatórias): Nível de serviço versus capital de giro, otimizando recursos financeiros e potencializando ao máximo o nível de serviço. Trata-se de um estudo de caso apoiado pelo método de Painel de Consenso, focada na opinião de especialistas, apoiada em sistemas informatizados, sem o qual não seria possível chegar às conclusões indicadas. / [en] This study focuses on evidence that there are ways to improve the competitiveness of Petrobras using processes augmented by new technologies associated with the concepts of control as pre-existing performance indicators and dissemination of such information throughout Cia With a planned management, focused on resource optimization and supported by data showing the possibility of supporting the decisions in supply chain management – SCM which is replaced by a decisive role in the integration process, from initial suppliers to final consumers, business model in a harmonic and high performance. His goal is to add the most value to the consumer. This study uses the study of logistics inventory of materials focused on balancing the Trade off (loss allowances): Service Level versus working capital, optimizing and leveraging financial resources to the maximum level of service. This is a case study method supported by Consensus Panel, focused on expert opinion, supported by computerized systems, without which it would be possible to reach the conclusions stated.

Due to the necessity of knowing the stocks in an increasingly accurate way in order to plan sales and production with the dynamics required by the market, more and more companies have been searching for stock control tools such as computerized systems, aiming at highly accurate and reliable results. The uncertainty about the positive results in this kind of investment, especially for the small metallurgical industries, is an unknown, since the financial and staff resources are sparse. Thus, the present paper aims at analyzing what issues are connected with the failure in the investments in computerized stock control tools, and also which are the most commonly used tools by this type of organization in Brazil. For that, we have researched works on the success analysis in investments and stock control theories, besides analyzing which tools are being adopted. It was also developed a case study in a metallurgical industry within the state of Rio Grande do Sul with the purpose of quantify this type of investment and the reasons why the stocks management involving computerization in small metallurgical industries have no been obtaining positive results. Starting from the negatives, we developed the scope for the accomplishment of a replanning, and subsequently, we made a new analysis of the situation with satisfactory results being already observed, as shown. / Com a necessidade de conhecer os estoques de forma cada vez mais precisa, a fim de planejar as vendas e a produção com o dinamismo que o mercado exige, mais empresas têm buscado ferramentas de controle de estoque, como sistemas informatizados, almejando resultados com alta precisão e confiabilidade. A incerteza de resultados positivos, nesse tipo de investimento, especialmente para metalúrgicas de pequeno porte, é uma incógnita, já que os recursos de pessoal e financeiro são limitados. Dessa forma, esse trabalho visa a analisar quais os problemas vinculados com insucessos nos investimentos em sistemas informatizados de controle de estoque, bem como quais são as ferramentas mais utilizados atualmente, no Brasil, por esse tipo de organização. Para tal, foram pesquisados trabalhos sobre análise de sucesso nos investimentos e teorias de controle de estoque, além de terem sido analisadas quais ferramentas estão sendo adotadas. Também foi feito um estudo de caso em uma metalúrgica no interior do estado do Rio Grande do Sul, com o propósito de quantificar um investimento desse tipo e os motivos pelos quais o gerenciamento de estoques envolvendo informatização, em indústrias metalúrgicas de pequeno porte, não tem obtido resultados positivos. Através dos pontos negativos, desenvolveu-se o escopo para realizar um replanejamento e, posteriormente, analisou-se mais uma vez a situação. Hoje, já são percebidos resultados satisfatórios, conforme será demonstrado.

[pt] Esta dissertação teve como objetivo propor o desenvolvimento e estabelecimento de um método de gerenciamento de estoque de peças de uniformes a ser implantado através de uma solução de TI que possa vir a ser utilizado por todos os Gerentes dos PDU´s (Postos de Distribuição de Uniformes) e pelo Gerente de Fardamento da Marinha. Com esse fulcro, foram apresentadas técnicas de segmentação de materiais, de previsão de demanda de curto prazo, de gerenciamento de estoque (método de ponto de pedido e método de revisão periódica) e técnicas de cálculo de estoque de segurança para determinado nível de serviço. Adicionalmente, com o intuito de possibilitar a comparação entre políticas de estoques distintas, foram estudados três importantes classes gerais de custos que são: os custos de pedido, de manutenção do inventário e de falta de estoques. Como resultado, foram apresentadas algumas reformulações necessárias a serem implementadas na atual ferramenta de TI utilizada pela Marinha para gerenciar o estoque. Uma vez implantada, essa ferramenta irá permitir aos Gerentes, conhecedores das nuances do mercado, melhores condições para a tomada de decisões relativas aos seus estoques. / [en] The objective of this dissertation is to develop and establish an inventory management method for uniforms through IT solutions that can be used by all inventory managers at uniform distribution points. With this in mind, studies were conducted on techniques for material classification, short term demand forecasting, inventory management (continuous review method and periodic review method) as well as techniques for calculating safety stock to achieve the desired the service level. Additionally, this proposal allows us to compare and contrast different inventory policies on the basis of three principal cost criteria. Those criterion are: acquisition cost, inventory maintenance, and inventory loss. As a result, recalculations were proposed to the IT solution that is currently being used by the Brazilian Navy to effectively manage stock levels. Once implemented, these tools will allow inventory managers, the technical experts of the navy, to make the best decisions with the best information possible.

Magister Pharmaceuticae - MPharm / South Africa is faced with a high number of people living with HIV/AIDS, and subsequently a great need to access quality medicines for improving patient therapeutic outcomes. Antiretroviral drugs (ARVs) require rigid, efficient and effective management, due to their valuable efficacy in prolonging the survival of HIV/AIDS patients, and the limited possibility of substitution. Managing their flow is vital to ensure an uninterrupted supply. Problematic inventory management was experienced by some healthcare facilities in South Africa where in recent years it resulted in stock outs and stock losses through thefts. These factors present obstacles to the availability of quality medicines, which ultimately leads to treatment failure and deterioration of the health status of patients. The aim of this study was to characterise the inventory management practices and medicine store maintenance of ARVs in community health centres (CHCs) in the Cape Metropole, Western Cape, in order to identify specific problems associated with ARV stock management. The study used a descriptive, cross-sectional study design to examine ARV records and to highlight associated discrepancies between recorded iii quantities on logistics tools used and physical counts, to assess the store maintenance, to measure the supply rate and identify factors contributing to poor stock management. The sample comprised 15 CHCs under the Western Cape Provincial Government (WCPG) accredited to provide ARV treatment. A checklist developed by Management Sciences for Health was adapted and was used to gather quantitative information (e.g. physical stock count). Some qualitative data was collected from responsible personnel for ARV drug management at each site. 86.7% of CHCs utilised a logistics tool (either manual or electronic) to manage ARVs. The average number of adult ARV drugs with a logistics tool available in all CHCs was 82.7% of which 21.9% met the criteria for accuracy. Only 32.9% of all logistics tools had records that were up to date. The average percentage of total variation between stock records and physical counts for the ARV drugs assessed was 51.6%. No historical data on stock outs and monthly usage (monthly consumption) could be retrieved in any of the CHCs, although there were no actual stock outs on the day of the fieldwork. The order fill rate was 91.9%. Since ordering is done more often that it should, stock availability did not appear to be problematic. Standard appropriate physical dimensions were not met by 20% of the CHCs and only 66.7% of the CHCs had appropriate labeling of the shelves in the dispensary and in the storeroom. This study demonstrated poor inventory management with respect to the general quality of record keeping, space allocation and general organisation of the medicine storeroom. Making timely entries and recording issues on logistics tools are recommended to keep up to date inventory records and management information system. Frequent monitoring of stock status is suggested, to avoid discrepancies and to keep it to adequate levels iv which will minimise multiple ordering. Regular supervision by the district pharmacist is needed to identify training and other needs. A study on general cost and delivery costs associated with poor record keeping should be carried out.

Master thesis is dealing with the application of particular statistical methods for a description of pharmacy Helios operation. The attention is primarily focused on stock management within the scope of independent demand model, where the related performance indicators of weekly revenues, daily revenues and expenditures per customer are subsequently exposed to thorough analysis. In addition, one of the main goals of this thesis can be identified as the intention to create an application for continuous monitoring of available stock, where their depletion below the specified level would be reported. This thesis should also provide a certain guidelines how the aforementioned application could be integrated within the existing information system in order to automate the process of orders processing.

[pt] Esta dissertação apresenta dois estudos de caso de Plantas Industriais que atualmente utilizam Óleo Combustível e/ou Carvão como fontes de energia para seus processos. Dada a grande relevância destes combustíveis em seus custos de manufatura e seu caráter estratégico para a estabilidade das operações, torna-se extremamente pertinente a busca contínua por alternativas mais econômicas, com garantia de oferta no longo prazo e atendimento aos requisitos ambientais cada vez mais restritivos. Uma particularidade importante para as duas plantas é a sua localização em regiões brasileiras sem oferta de Gás Natural (GN) canalizado. Neste contexto, o Gás Natural Liquefeito (GNL) é a alternativa logística estudada neste trabalho para suprimento de GN para as plantas estudadas. Ainda não ocorrem no Brasil importações de GNL, entretanto a primeira descarga do combustível deve ocorrer em breve e pode passar a ser fonte regular de energia para diversos consumidores. Exatamente por ser tão recente enquanto alternativa de suprimento de energia para o mercado brasileiro, busca- se conhecer suas características logísticas e, considerando o valor de investimento necessário, avaliar a viabilidade econômica de sua implementação. / [en] This dissertation presents two case studies of Industrial Plants that currently use Fuel Oil and/or Coal as source of energy for its processes. Given the great importance of these fuels in the manufacturing costs and its strategic role to the stability of the operations, it is extremely relevant the continuous search for most economic alternatives, with long term supply security and alignment with more and more restrict environmental standards. An important particularity of these two plants is its location in Brazilian areas without availability of Natural Gas (NG) in pipelines. Therefore, the Liquefied Natural Gas (LNG) is the logistic alternative to supply the NG to the plants under analysis. Still Brazil does not import LNG, however the first unloading of this fuel shall happen very soon and may become a regular source of energy to many consumers. Exactly for being such a recent energy supply alternative to the Brazilian market, it is so important to understand its logistic and, considering the value of needed investments, evaluate its economic viability of implementation.

El presente trabajo de investigación está orientado al estudio de los procesos de gestión de existencias de la farmacia de la Clínica Chiclayo S.A, teniendo como finalidad mejorar y hacer que la empresa cuente con un eficiente abastecimiento bajo una previa evaluación orientado al estudio de los procesos existentes de gestión. La empresa se dedica a la venta de medicamentos para la salud humana y sus principales consumidores son los propios doctores, pacientes y personas particulares. El proyecto de tesis tiene como objetivo general la evaluación de gestión de existencias en el área de farmacia de la Clínica Chiclayo S.A para un eficiente abastecimiento. La tesis se refuerza mediante la investigación que a su vez tiene un enfoque mixto, es de tipo aplicada con un nivel explicativo y descriptivo; tiene un diseño no experimental y transversal. Se consideró como población a la farmacia de la empresa Clínica Chiclayo S.A. y se utilizó como muestra igual que la población de estudio. Se usó la técnica de observación y una pequeña entrevista al contador de la Clínica, obteniéndose como resultado que la Clínica contaba con un mal manejo de sus existencias lo cual ocasionaba que la farmacia tenga un deficiente abastecimiento, no cubriendo en muchos casos la demanda. Por lo tanto, en el presente proyecto, es importante indicar que, a través del uso de formatos, tal como Kardex se utilizó para el buen manejo y control de entradas y salidas de mercancía. Se establecieron mejoras de gestión para el proceso de existencias, se crearon documentos, flujogramas, diagramas de Ishikawa que ayudó a evaluar las deficiencias, y a través del petitorio establecido por la empresa se creó un plan anual de adquisiciones (PAA), para mejoras en su gestión. / This research work is aimed at the study of the stock management processes of the Clínica Chiclayo S.A. pharmacy, with the purpose of improving and ensuring that the company has an efficient supply under a prior evaluation aimed at the study of the existing processes. management. The company is dedicated to the sale of medicines for human health and its main consumers are doctors, patients and individuals themselves. The general objective of the thesis project is the evaluation of stock management in the pharmacy area of Clínica Chiclayo S.A for efficient supply. The thesis is reinforced through research that in turn has a mixed approach, it is applied with an explanatory and descriptive level; It has a non-experimental and transversal design. The pharmacy of the Clínica Chiclayo S.A. company was considered as the population. and it was used as a sample the same as the study population. The observation technique and a short interview with the Clinic's accountant were used, resulting in the Clinic having poor management of its stock, which caused the pharmacy to have a deficient supply, not covering demand in many cases. Therefore, in this project, it is important to indicate that, through the use of formats, such as Kardex, it was used for the proper management and control of merchandise entries and exits. Management improvements were established for the stock process, documents, flowcharts, and Ishikawa diagrams were created that helped evaluate deficiencies, and through the request established by the company, an annual procurement plan (PAA) was created for improvements in its management.

[pt] É devido a um aspecto de inovação e mudança no comportamento do consumidor que o mercado varejista vêm se modificando ao longo do tempo e criando novos formatos de lojas físicas. Um exemplo, são as lojas de bairro, pequenas e especializadas, que visam o atendimento de conveniência e buscam aproveitar da melhor forma possível os espaços físicos em localidades estratégicas. Porém, para gerenciar o estoque de mercadorias em um espaço reduzido e limitado se faz necessário também focar na melhoria da gestão dos estoques, com o intuito de melhor atender aos clientes e de evitar desperdícios com excessos e perdas de vendas com as rupturas. Dessa forma, o objetivo deste trabalho é analisar o cenário dos estoques existentes de nove lojas de conveniência de uma rede varejista brasileira e, utilizando um modelo tradicional de gestão de estoques presente na literatura, encontrar respostas para as questões de, quando pedir e o quanto pedir de mercadoria. Além disso, esta pesquisa ainda acrescenta a indagação de o quanto deve ser mantido de estoque de segurança para evitar o desbalanceamento do mesmo e, para responder a estas perguntas, é necessário lidar com o equilíbrio entre custos, nível de serviço e espaço físico disponível. Os resultados do estudo agregam os valores encontrados com os cálculos quantitativos juntamente com uma análise qualitativa com relação ao espaço existente nas lojas analisadas. E, as conclusões foram que para o equilíbrio entre custo, nível de serviço e limitação de espaço físico os valores de ponto de reposição e tamanho de lote seriam suficientes para um nível de serviço de 95 por cento. / [en] It is due to an aspect of innovation and change in consumer behavior that the retail market has been changing over time and creating new physical store formats. One example is neighborhood stores, which are small and specialized, which aim to serve convenience and seek to make the best use of physical spaces in strategic locations. However, in order to manage the inventory of goods in a small and limited space, it is also necessary to focus on improving inventory management, in order to serve customers and to avoid excess waste and sales losses due to disruptions. Thus, the objective of this paper is to study the existing inventory scenario of nine convenience stores of a Brazilian retail chain and, using the traditional inventory management model found in the literature, find answers to the questions of when to order and how much to order of merchandise. In addition, this research further raise the question of how much safety stock should been kept to avoid unbalance, and in order to answer these questions, it is necessary to address the balance between costs, service level and available physical space. The study results aggregate the values found with the quantitative calculations together with a qualitative analysis regarding the existing space in the analyzed stores. In addition, the conclusions were that for the balance between cost, service level and physical space limitation the replacement point values and lot size would be sufficient for a 95 per cent service level.

Il est essentiel d’étudier la dynamique non linéaire en mathématiques et nous permet d’interpréter des phénomènes aussi irréguliers et imprévisibles à la suite de processus déterministes, et non de simples erreurs ou chances statistiques.La dynamique du système est une méthodologie ainsi qu’une méthode pour implémenter des mouvements dynamiques non linéaires. Par ces deux méthodes,nous capturons la crise dans les cycles économiques et testons l’accumulation de capital, et les changements techniques dans le cadre du modèle Macro Stock Management et les appliquons à ceux de l’économie sud-coréenne. Divers outils d’analyse des séries chronologiques sont utilisés pour estimer les effets de l’investissement sur les taux de profit et les effets de l’inégalité salariale et de la dette des consommateurs sur la demande intérieure depuis la crise financière mondiale de 2008. Le Structural Vector Auto-Regressive model impose des restrictions à long terme ou à court terme sur le système VAR, il utilise pour distinguer deux variables avec des caractéristiques similaires. Perron (1989) fait valoir que les tests de racine unitaire traditionnels tels que le test Augmenté Dickey-Fuller sont susceptibles de ne pas détecter la stationnarité ou la non stationnarité des données si elles ont des ruptures structurelles. Zivot et Andrews(1992) et Lumsdaine et Papell (1997) proposent le modèle de test racine unitaire avec ruptures structurelles endogènes. Le test Gregory-Hansen fournit des informations sur une rupture structurelle dans un test de co-intégration. Le modèle ARDL (Auto Regressive Distributed Lags) est utilisé pour capturer les relations à long terme entre les variables. / It is essential to study nonlinear dynamics in mathematics, and it gives us room to interpret such irregular and unpredictable phenomena as a result of deterministic processes, not mere statistical errors or chances. System dynamics is a methodology as well as a method to implement nonlinear dynamic movements.By these two methods, we capture the crisis in the business cycles and test capital accumulation, and technical changes within the framework of the Macro Stock Management model and apply them to those of the Korean economy. In the latter part of this study, various time series analysis tools are used to estimate the effects of investment on the rates of profit and the effects of wage inequality and consumers’ debt on domestic demand since the global financial crisis of2008. Because the Structural Vector Auto-Regressive (SVAR) model impose on the long run or short run restrictions on the VAR system, it uses to distinguish two variables with similar characteristics, such as the after-tax rate of profit and the rate of profit after payment of interests and dividends excluding taxes (the after-payment rate of profit). Perron (1989) argues that the traditional unit root tests such as the Augmented Dickey-Fuller test are likely to fail to detect the stationarity or non-stationarity of the data if it has structural breaks. Zivot and Andrews (1992) and Lumsdaine and Papell (1997) propose the unit root test of the time series data with a single or two breaks in the time series. The Gregory-Hansen test provides information about a structural break in a cointegration test. The Auto Regressive Distributed Lags (ARDL) model is used to capture long-run relationships between variables.