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This thesis explores the research gaps identified from a systematic literature review on the topic of mass personalisation, an emerging field of the enquiry. This research examines the strategic considerations Companies make when pursuing mass personalisation, using a case study methodology and semi structured interviews. This thesis contributes to the theoretical boundary of mass customisation (MC) and mass personalisation (MPer) positioning the contingent supply chain components from Cooper et al. (1997) and Lampel et al. (1996) in a synthesised framework. This research also contributes a taxonomy of the literature and a conceptual model. Practical contributions include the understanding of strategic supply chain management and mass personalisation, through an empirical case study of four organisation. Large corporations with infrastructure that already support MC do indeed make different strategic considerations relating to the technical competency of the workforce, product architecture, and acquisition of advanced manufacturing technology when their stated aim is personalisation. The research finds that the pursuit of personalisation is markedly different from the individualisation promised by mass customisation. Large organisations that are seeking to personalise products from a mass customisation background, retain the economies of scale associated with MC. These Companies leverage their infrastructure for personalised products, however, this does not have to be the case, and in fact, the organisation's size before pursuing MPer and their product complexity are critical factors for the organisation's reliance on MC economies of scale. Typically these companies are the first foray into MPer and are considered risky ventures. The research concluded that mass personalisation, distinct from the individualisation found in MC literature, is in its infancy and as such may look very different in the near-future. The conclusions of this thesis support the possibility for further empirical validation of the role organisation size and current product variety play in the type of MPer pursued.

Syfte - Syftet med studien är att bidra till en förståelse för hur kommunikationen av kundorderspecifik information sker internt hos leverantör samt vilka faktorer påverkar kunden gällande kommunikation från leverantör.   För att uppfylla syftet med studien har följande problemfrågor utarbetats: 1.        Hur sker kommunikationen av KOSI internt hos ett företag som levererar ETO-artiklar? 2.       Vilka faktorer anser kunden kritiska i kommunikationen från en leverantör av ETO-artiklar? Metod - Teorier angående intern samt extern kommunikation, relationsmarknadsföring samt differentiering av leverantörer har studerats samt beskrivits vilket senare har kompilerats med empirin till en analys. En flerfallstudie av ett leverantörsföretag samt ett urval av dess kunder har genomförts. Data har samlats in genom fokusgrupper internt hos leverantörsföretaget samt genom en enkätstudie som besvarats av kunderna. För att få en djupare förståelse har även intervjuer genomförts med utvalda respondenter. Till grund för frågeställningarna samt vidare enkätfrågorna ligger en förstudie som genomfördes genom intervjuer under två tillfällen på ett kundföretag.     Resultat - I studien nämner respondenterna främst fyra områden som påverkar kommunikationen från leverantören. Dessa är: ·         Tydlighet gällande kompetens samt förmåga att möta kundens behov, gällande förseningar av leverans samt kring leverantörens organisation. ·         Trovärdighet gällande tidsaspekt, tillit samt engagemang. ·         Långsiktighet gällande att bygga relationer. ·         Antalet kontaktytor gällande vilka funktioner som kommunicerar mellan de två organisationerna. Resultatet visar att genom att kommunikationen uteblir alternativt försenas från leverantör till kund kan kunden påverkas såväl ekonomiskt som socialt.  Studien styrker att kunden önskar ha en nära relation med en leverantör av engineer- to orderartiklar vilket innebär en högre grad av kommunikation än med en leverantör av standardartiklar. Implikationer - Leverantören bör tidigt i kontakten med kunden diskutera artikelns art samt finna vilken strategi för kommunikation samt relation kunden önskar. Genom att det internt i leverantörens organisation finns en väl utarbetad samt strukturerad process, där organisationen arbetar tvärfunktionellt, kring kundorderspecifik information undviks det att information förvanskas alternativt försvinner. Begränsningar - Studien är begränsad till en tre enheter inom en koncern samt 16 kunder till dessa. För att kunna generalisera skulle ett större antal ur såväl leverantörs samt kundorganisationer involveras. Datainsamlingen sker på individnivå medan resultatet aspirerar till att beskrivas på organisationsnivå. Detta kan ses som problematiskt och diskuteras vidare i studien.

The Engineer to Order (ETO) model is used by a significant number of manufacturers across multiple sectors. Indeed, ETO firms comprise approximately one fourth of all North American manufacturing and are growing at a rate of twenty percent (Cutler [10]). In the ETO environment, the engineering process is the largest controllable consumer of lead-time in ETO firms. Since one half of the total lead-time is typically consumed by the engineering process, it is a critical task to accurately set the due date and later sequence the jobs in queue. However, unlike other manufacturing models such as Make to Stock or Make to Order, the product for each order is unique. Hence the resulting design is not realized until after the engineering process has been completed an the only information available is limited to information which has been gathered during the quoting stage of the order fulfillment process. These facts drive uncertainty into the front-end process. Therefore, the question becomes how does one predict the job difficulty let alone the due date in a complex transactional process when the job has not even been designed yet? In regard to the state of the art for the topic of design complexity, due date setting and sequencing, there is an abundance of research. Unfortunately little of it is aimed at the ETO environment. Additionally, there is not an agreed upon way in the literature to define complexity nor is there one overarching methodology for assessing complexity. Therefore, this research investigates the topics of job complexity, due date setting and job sequencing in the context of the Engineer to Order model. Analytical research is conducted with in conjunction with multiple ETO firms and several common factors are identified which drive complexity in the ETO engineering environment. These complexity factors are can be used is as an input to the accurate prediction of flow times for the ETO engineering process as well as sequencing. The research results in new innovative approaches for complexity assessment, due date setting and sequencing which outperform existing approaches.

I tillverkande företag kan inköpskostnaden stå för 60–80 procent av den totalaproduktkostnaden. Det framhäver vikten av att identifiera en kostnadseffektiv inköpsstrategi som reducerar totalkostnad för inköp. En sådan inköpsstrategi kan vara inköp av större ordervolym för att erhålla volymbaserat pris. Tidigare forskning om volymbaserat pris centreras kring inköp av standardkomponenter i stora volymer, således finns en bristande forskning om volymbaserat pris för organisationer som inte tillämpar denna typ av inköp. Studien syftar därför till att med en explorativ fallstudie, studera hur ökad ordervolym med samkoordinerade inköp påverkar totalkostnad för inköp hos en organisation med hög kundanpassning och låg årlig ordervolym. En organisation som arbetar enligt engineer-to-order (ETO) med storskaliga projekt, hög kundanpassning och låg årlig ordervolym har således använts som huvudsaklig empirisk kontext för fallstudien. Datainsamlingen har i fallstudien bestått av en metodkombination som inkluderar en dominerande kvalitativ fas följt av en underliggande kvantitativ fas. Insamlade data användes sedan i en kostnadsanalys för att utvärdera hur identifierade faktorer påverkade organisationens totalkostnad för inköp och huruvida samkoordinerade inköp kan anses som en kostnadseffektiv inköpsstrategi i denna kontext. Resultatet från studien visar att inköpspris reduceras och lagerkostnad ökar vid samkoordinerade inköp för organisationer med hög kundanpassning och låg årlig ordervolym. Den köpande organisationen kan påverka faktorerna: ordervolym och utformning av artiklar, vilket skapar en kostnadsförändring för leverantörernas faktorer: tillverkning, material, transport och administration. Kostnadsanalysen visar att kostnadsreducering uppnås vid samkoordinerade inköp för den studerade organisationen. Viss osäkerhet kring resultatet uppstår då samkoordinerade inköp skapar en ny situation för lagerhantering där kostnadsuppgifter saknas. Enligt studien kan synergierna av samkoordinerade inköp förstärkas genom ett skifte mot single sourcing, centraliserade inköp och ökad grad av standardisering. Studiens främsta bidrag är en identifikation av de faktorer som påverkas i leverantörernas verksamhet vid en kombination av samkoordinerade inköp och karaktäristiken av ETO, samt hur dessa genererar volymbaserat pris. / In manufacturing companies, the purchase cost can account for 60-80 percent of the total product cost. The high purchase cost emphasizes the importance of identifying a cost-effective purchasing strategy that reduces the total cost of purchasing. Such a purchasing strategy can be to purchase larger order volumes in order to obtain quantity discounts. Previous research on quantity discounts is centered on the purchase of standard components in large volumes, thus a lack of research on quantity discounts for organizations that do not apply this type of purchase exists. Therefore, this study aims to examine how a larger order volume with coordinated purchases affects the total cost of purchasing for an organization with high customer customization and low annual order volume. It was done with an exploratory case study of an organization that operates according to engineer-to-order (ETO) with large-scale projects, high customer customization and low annual order volume. The data collection in the case study consisted of a mixed-method approach that includes a dominant qualitative phase followed by an underlying quantitative phase. The collected data was further used in a cost analysis to evaluate how identified factors affected the organisation's total cost of purchasing and whether coordinated purchases can be considered a cost-effective purchasing strategy in this context. The result of the study shows that the purchase price is reduced, and the inventory cost is increased by coordinated purchases for organizations with high customer customization and low annual order volume. The purchasing organization can affect the factors: order volume and design of items, which results in a cost change for the supplier’s factors: manufacturing, materials, transport and administration. The cost analysis shows that a cost reduction is achieved through coordinated purchases for the studied organisation. Some uncertainties about the result arises as coordinated purchases create a new situation for inventory management where cost data is missing. The synergies of coordinated purchasing can further be enhanced by a shift towards single sourcing, centralized purchasing and increased degree of standardization. The main contribution of the study is the identification of factors in the suppliers' operations that are affected by the combination of coordinated purchases and the characteristics of ETO, and how they generate quantity discounts.

A capacidade de customização de produtos é considerada atualmente um fator de competitividade muito importante para a sobrevivência das empresas. A interferência dos clientes na concepção e na fabricação dos produtos está cada vez mais intensa. Dentre as várias estratégias de customização, a tipologia de produção Engineer to Order (ETO), na qual o cliente é envolvido nas fases de design e desenvolvimento do produto, é considerada a mais complexa e ineficiente. Embora o número de organizações classificadas como ETO seja bastante elevado e os problemas associados a esta tipologia sejam bem conhecidos, não existem registros consolidados na literatura sobre qual é a melhor abordagem de gestão das cadeias produtivas destes ambientes. Além disso, as práticas de gestão sugeridas por alguns pesquisadores consideram a tipologia ETO um sistema homogêneo, no qual todas as empresas recebem as mesmas abordagens. No entanto, dentro do universo ETO existem empresas com diferentes tipos de customização. Algumas empresas fabricam produtos completamente novos, desenvolvidos para clientes específicos. Outras empresas fornecem produtos com estrutura híbrida, na qual alguns componentes são padronizados e outros são customizados. A grande diferença entre os sistemas produtivos ETO exige que cada ambiente receba uma abordagem específica para o seu modelo de negócio. Com o intuito de preencher esta lacuna, o presente trabalho propõe uma classificação da tipologia ETO com recomendações das melhores práticas de manufatura para cada subtipologia ETO definida. A classificação proposta foi baseada em estudos de caso com implementações de projetos de melhoria em diferentes ambientes ETO. / The ability of customizing products is considered a very important competitive factor for the survival of nowadays companies. The power of customers influence on products conception and manufacturing is increasing. Among the various customization strategies, the Engineer to Order (ETO) production typology, in which customers are involved at product design and development stages, is considered the most complex and inefficient. Although there are many organizations classified as ETO and the problems associated with this typology are very known, there is a lack of agreement in literature about the best practices for the value chain management of these environments. Furthermore, the practices suggested by some researchers consider the ETO typology as a homogeneous system where all the companies receive the same approach. However, the companies of the ETO universe show different customization approaches. Some companies produce products completely new and designed for specific customers. Other companies provide products with a hybrid structure which is formed by standardized and customized components. The big difference found between all kinds of ETO production systems implies that specific approaches have to be applied for each business model. In order to fill this gap, this work offers a classification for the ETO typology with some recommendations of the best manufacturing practices for each ETO sub typology defined. The proposed classification was based on cases of improvement projects implemented in different ETO environments.

A capacidade de customização de produtos é considerada atualmente um fator de competitividade muito importante para a sobrevivência das empresas. A interferência dos clientes na concepção e na fabricação dos produtos está cada vez mais intensa. Dentre as várias estratégias de customização, a tipologia de produção Engineer to Order (ETO), na qual o cliente é envolvido nas fases de design e desenvolvimento do produto, é considerada a mais complexa e ineficiente. Embora o número de organizações classificadas como ETO seja bastante elevado e os problemas associados a esta tipologia sejam bem conhecidos, não existem registros consolidados na literatura sobre qual é a melhor abordagem de gestão das cadeias produtivas destes ambientes. Além disso, as práticas de gestão sugeridas por alguns pesquisadores consideram a tipologia ETO um sistema homogêneo, no qual todas as empresas recebem as mesmas abordagens. No entanto, dentro do universo ETO existem empresas com diferentes tipos de customização. Algumas empresas fabricam produtos completamente novos, desenvolvidos para clientes específicos. Outras empresas fornecem produtos com estrutura híbrida, na qual alguns componentes são padronizados e outros são customizados. A grande diferença entre os sistemas produtivos ETO exige que cada ambiente receba uma abordagem específica para o seu modelo de negócio. Com o intuito de preencher esta lacuna, o presente trabalho propõe uma classificação da tipologia ETO com recomendações das melhores práticas de manufatura para cada subtipologia ETO definida. A classificação proposta foi baseada em estudos de caso com implementações de projetos de melhoria em diferentes ambientes ETO. / The ability of customizing products is considered a very important competitive factor for the survival of nowadays companies. The power of customers influence on products conception and manufacturing is increasing. Among the various customization strategies, the Engineer to Order (ETO) production typology, in which customers are involved at product design and development stages, is considered the most complex and inefficient. Although there are many organizations classified as ETO and the problems associated with this typology are very known, there is a lack of agreement in literature about the best practices for the value chain management of these environments. Furthermore, the practices suggested by some researchers consider the ETO typology as a homogeneous system where all the companies receive the same approach. However, the companies of the ETO universe show different customization approaches. Some companies produce products completely new and designed for specific customers. Other companies provide products with a hybrid structure which is formed by standardized and customized components. The big difference found between all kinds of ETO production systems implies that specific approaches have to be applied for each business model. In order to fill this gap, this work offers a classification for the ETO typology with some recommendations of the best manufacturing practices for each ETO sub typology defined. The proposed classification was based on cases of improvement projects implemented in different ETO environments.

[pt] A Gestão da Cadeia de Suprimento é uma área de crescente interesse na literatura, e da mesma forma as companhias estão cada vez mais voltando à atenção, especificamente, para técnicas para Gestão de Risco da Cadeia de Suprimento. Porém, existe uma carência na literatura para estudos empíricos da Gestao de Risco, em particular para grandes projetos como a construção naval, mesmo sendo muitos das características dessa indústria – como longos períodos de lead time, complexos processos produtivos, alto investimento de capital e estruturas de organização dinâmica – aumenta a sua exposição a riscos. Existe um gap na literatura com relação à gestão de risco para estudos empíricos, em especial para grandes projetos, como a construção naval. No Brasil em específico, esta carência da indústria se tornou mais evidente devido ao fato da indústria de construção naval no Brasil ter vivenciado um longo período de recessão nas décadas de 80 e 90. Este estudo empírico visa preencher essa lacuna, através da identificação dos principais riscos da cadeia de suprimentos para os principais estaleiros brasileiros e oferecendo um perfil de risco inicial para que a indústria. Foi realizada uma coleta de dados com os estaleiros visando (1) identificar os principais riscos presentes na indústria naval brasileira; (2) avaliar a probabilidade de ocorrência destes riscos; e (3) reconhecer as fontes principais e potenciais impactos de riscos, bem como possíveis estratégias para mitigar os riscos. O estudo confirmou a presença de riscos identificados em estudos da indústria de construção naval em outros países, e também identificou novos riscos relevantes no contexto brasileiro. Por fim, for apresentado um perfil de risco para a indústria naval brasileira. / [en] Supply Chain Management (SCM) is an area of growing interest by scholars and practitioners, and companies are increasingly paying attention to the role of risk in their business, in particular, to the development of Supply Chain Risk Management (SCRM) techniques. However, a gap in the literature is observed in regards to empirical studies on SCRM, in special for large projects as the shipbuilding industry, despite the fact that many characteristics of this industry - such as long lead times, complex processes, financial intensity and dynamic organization structures - make it fundamentally vulnerable to risks. For the Brazilian shipbuilding in particular, empirical evidence also showed to be more crucial, not only because there is a scarcity of studies for shipbuilding in general, but also because the Brazilian shipbuilding industry experienced a long period of stagnation during the 80s and 90s decades. This study attempts to fulfill this gap, by identifying the main supply chain risks for Brazilian ship builders and offering an initial risk profile for the industry. The study integrated and implemented methodologies proposed by other scholars in the field to develop a survey approach targeted at experts from shipyards in Brazil. The survey asked participants to: (1) identify the main risks present in the Brazilian shipbuilding industry; (2) evaluate the likelihood of their occurrence; and (3) recognize main sources and potential impacts, as well as potential strategies to mitigate them. The study confirmed the presence of risks identified in the literature and new ones of particular importance to the Brazilian context. The study also yielded a preliminary risk profile for the Brazilian shipbuilding industry.

Desafios em coordenação causados pela falta de integração entre projeto, produção e montagem em empresas que entregam sistemas de edificações pré-fabricados do tipo engineerto- order (ETO) têm levado a um aumento na adoção de tecnologias de informação. Embora as ferramentas de Building Information Modelling (BIM) têm sido utilizadas há vários anos, muitas empresas ainda não puderam implementar integralmente e tampouco perceber as vantagens de fluxos de trabalho integrado por BIM. Por outro lado, infraestruturas robustas de tecnologia desenvolvidas no setor da manufatura, a exemplo das empregadas em Product Lifecycle Management (PLM), representam novas oportunidades para estabelecer melhores conexões entre as ferramentas necessárias para o desenvolvimento de produtos de engenharia sofisticada e para o planejamento e controle de sistemas de produção em ambientes complexos. O objetivo dessa pesquisa é entender o contexto de implementação de BIM nessas empresas Design Science Research foi a abordagem metodológica adotada nesta pesquisa. Um conjunto de estudos empíricos foram conduzidos em uma empresa de estruturas metálicas do Brasil. Esses estudos permitiram identificar desafios a nível de projeto e da organização, mostrando que informações do produto contidos nos modelos BIM poderiam ser reutilizadas a jusante da cadeia de valor para diversas finalidades, tais como análise de engenharia, detecção de conflitos, e simulações de produção e de operações logísticas. Portanto, soluções integradas devem ser co-desenvolvidas por membros de equipes de diferentes departamentos funcionais. Esse poderia ser o primeiro passo para a transição da atual utilização de funções BIM para o visionado ambiente BIM-PLM. O roteiro e as diretrizes de implementação – fundamentadas nas abordagens de Sistemas Sociotécnicos e Technology Roadmapping – foram propostas para apoiar a criação de uma visão para a gestão de tecnologia. Para tanto, esta investigação fornece as configurações para entender o contexto de implementação e apresenta fatores críticos relacionados à adoção de tecnologias digitais integradas. / Coordination challenges caused by the lack of integration between design, production and assembly in companies that deliver engineer-to-order (ETO) prefabricated building systems have resulted in the growing adoption of information technologies. Although Building Information Modelling (BIM) tools have been used in the construction industry for several years, many firms have not been able to fully implement them and take advantages of BIM integrated workflows. By contrast, robust technology infrastructures developed in the manufacturing sector, such as those employed in Product Lifecycle Management (PLM), represent new opportunities to establish better connections between digital tools which are necessary for the development of sophisticated engineering products, and planning and controlling production systems in complex environments, such as ETO prefabricated building systems. The aim of this investigation is to understand the context of BIM implementation in this type of firm. Design Science Research was the methodological approach adopted in this investigation A set of empirical studies were conducted in a Steel Fabricator company from Brazil. Those studies enabled the identification of challenges at project and organizational level by showing that product information contained in BIM models could be reused downstream in the value chain for different purposes, such as engineering analysis, clash detection, simulation of logistics and assembly operations. Therefore, integrated solutions should be co-developed by team members from different functional departments. This would be the first step for the transition from the current utilization of BIM functions towards the envisioned BIM-PLM environment. A roadmap and a set of guidelines for implementation, grounded on Socio- Technical Systems and Technology Roadmapping approaches, have been proposed to support the creation of a vision for technology management. In order to do so, this investigation provides the settings to understand the implementation context and critical factors related to the adoption of integrated digital technologies.

Desafios em coordenação causados pela falta de integração entre projeto, produção e montagem em empresas que entregam sistemas de edificações pré-fabricados do tipo engineerto- order (ETO) têm levado a um aumento na adoção de tecnologias de informação. Embora as ferramentas de Building Information Modelling (BIM) têm sido utilizadas há vários anos, muitas empresas ainda não puderam implementar integralmente e tampouco perceber as vantagens de fluxos de trabalho integrado por BIM. Por outro lado, infraestruturas robustas de tecnologia desenvolvidas no setor da manufatura, a exemplo das empregadas em Product Lifecycle Management (PLM), representam novas oportunidades para estabelecer melhores conexões entre as ferramentas necessárias para o desenvolvimento de produtos de engenharia sofisticada e para o planejamento e controle de sistemas de produção em ambientes complexos. O objetivo dessa pesquisa é entender o contexto de implementação de BIM nessas empresas Design Science Research foi a abordagem metodológica adotada nesta pesquisa. Um conjunto de estudos empíricos foram conduzidos em uma empresa de estruturas metálicas do Brasil. Esses estudos permitiram identificar desafios a nível de projeto e da organização, mostrando que informações do produto contidos nos modelos BIM poderiam ser reutilizadas a jusante da cadeia de valor para diversas finalidades, tais como análise de engenharia, detecção de conflitos, e simulações de produção e de operações logísticas. Portanto, soluções integradas devem ser co-desenvolvidas por membros de equipes de diferentes departamentos funcionais. Esse poderia ser o primeiro passo para a transição da atual utilização de funções BIM para o visionado ambiente BIM-PLM. O roteiro e as diretrizes de implementação – fundamentadas nas abordagens de Sistemas Sociotécnicos e Technology Roadmapping – foram propostas para apoiar a criação de uma visão para a gestão de tecnologia. Para tanto, esta investigação fornece as configurações para entender o contexto de implementação e apresenta fatores críticos relacionados à adoção de tecnologias digitais integradas. / Coordination challenges caused by the lack of integration between design, production and assembly in companies that deliver engineer-to-order (ETO) prefabricated building systems have resulted in the growing adoption of information technologies. Although Building Information Modelling (BIM) tools have been used in the construction industry for several years, many firms have not been able to fully implement them and take advantages of BIM integrated workflows. By contrast, robust technology infrastructures developed in the manufacturing sector, such as those employed in Product Lifecycle Management (PLM), represent new opportunities to establish better connections between digital tools which are necessary for the development of sophisticated engineering products, and planning and controlling production systems in complex environments, such as ETO prefabricated building systems. The aim of this investigation is to understand the context of BIM implementation in this type of firm. Design Science Research was the methodological approach adopted in this investigation A set of empirical studies were conducted in a Steel Fabricator company from Brazil. Those studies enabled the identification of challenges at project and organizational level by showing that product information contained in BIM models could be reused downstream in the value chain for different purposes, such as engineering analysis, clash detection, simulation of logistics and assembly operations. Therefore, integrated solutions should be co-developed by team members from different functional departments. This would be the first step for the transition from the current utilization of BIM functions towards the envisioned BIM-PLM environment. A roadmap and a set of guidelines for implementation, grounded on Socio- Technical Systems and Technology Roadmapping approaches, have been proposed to support the creation of a vision for technology management. In order to do so, this investigation provides the settings to understand the implementation context and critical factors related to the adoption of integrated digital technologies.