Made available in DSpace on 2016-06-02T19:50:23Z (GMT). No. of bitstreams: 1 5934.pdf: 49332420 bytes, checksum: e5178b9bf68401e64db5106ee1ede9d4 (MD5) Previous issue date: 2013-03-25 / Despite the process of S&OP (Sales and Operations Planning) is not a new practice in enterprises, especially those of large size, it still deficiency studies in their practices and computational tools support. This happens because it is a complex process where the majority of the representatives managerial of organizational functions participating in the execution, with each trying to contribute to define a coordinated plan of actions for a period of short, medium and long term. Computational models and tools focused to aid the process of S & OP are used and can contribute to improving the quality of its implementation and results. The most common tools are those based on spreadsheets, whose content is generated through the expertise of the decision makers, and more sophisticated techniques are based on techniques of the operational research inserted in Advanced Planning Systems (APS), whose analytical models seek to generate optimized plans. From the literature review on the computational techniques used to aid the S&OP process, was identified the lack of studies related to the use of System Dynamics. Additionally, the review indicates the need for studies related to the integration of economic and financial analysis during the preparation of aggregates plans and the use of probabilistic variables in the process enabling the statistical analysis in order to provide plans more realistic. Another relevant issue observed is that managers involved in the process S&OP does not always have a global vision of all variables and constraints involved in this process, so it is also observed that the techniques and tools used to implement the S&OP process does not provide a holistic view of activities and variables involved. Thus, the aim of this work is to develop a simulation model of System Dynamics which provides a holistic vision for the S&OP process, allowing the integration of finance processes and the use of probabilistic variables. The research method used was based on a qualitative and quantitative approach procedure with modeling / simulation. Thus, the aim of the research is to develop a simulation model of System Dynamics to assist the S & OP process. The research method used was based on a qualitative and quantitative approach with modeling / simulation procedure. The simulation model based on the methodology of system dynamics for the S & OP process was developed and analyzed in illustrative cases, performed in two companies with feature make to stock (MTS). Simulations of illustrative cases were conducted by a design of experiment (DOE) to select and evaluate a set of scenarios, determining the best scenario and checking the adequacy with practice of companies. A evaluation of the use and results of simulations in both cases shows that the system dynamics model improves the understanding of the managements on all activities involved in the S&OP process, as well provides a holistic view of all areas involved. The simulations provides compatible plans compared with business practice, with the advantage of dealing with economic and financial analysis simultaneously and allow the generation of numerous scenarios of S&OP plans. / Apesar do processo de S&OP (Sales and Operations Planning) não ser uma prática nova nas empresas, principalmente naquelas de grande porte, ele ainda carece de estudos nas suas práticas e ferramentas computacionais de apoio. Isso decorre por ser um processo complexo onde a maioria dos representantes gerenciais das funções organizacionais participa da sua execução, com cada um tentando contribuir para definir um planejamento coordenado de ações para um período de curto, médio e longo prazo. Modelos e ferramentas computacionais focadas para o auxílio no processo de S&OP são utilizadas e podem contribuir para a melhoria da qualidade da sua execução e dos seus resultados. As ferramentas mais comuns são aquelas baseadas em planilhas eletrônicas, cujo conteúdo é gerado por meio do conhecimento especializado dos tomadores de decisão, e as mais sofisticadas, são baseadas em técnicas de pesquisa operacional inseridas em sistemas APS (Advanced Planning Systems), cujos modelos analíticos procuram gerar planos otimizados. A partir da revisão bibliográfica realizada sobre as técnicas computacionais usadas para o auxílio do processo S&OP, foi identificada a ausência de estudos relacionados ao uso de Dinâmica de Sistemas. Adicionalmente, a revisão aponta a necessidade de estudos relacionados à integração de análise econômica e financeira durante a elaboração dos planos agregados e o uso de variáveis probabilísticas no processo que possibilitem a análise estatística no sentido de fornecer planos mais confiáveis. Outra questão relevante observada é que os gestores que participam do processo S&OP nem sempre tem uma visão global de todas variáveis e restrições envolvidas neste processo, assim observa-se também que as técnicas e ferramentas utilizadas para execução do processo de S&OP não oferecem uma visão holística das atividades e variáveis envolvidas. Com isso, o objetivo da pesquisa é desenvolver um modelo de Simulação de Dinâmica de Sistemas que proporcione uma visão holística para o processo de S&OP e que permita a integração com os processos da área financeira e o uso de variáveis probabilísticas. O método de pesquisa utilizado foi baseado em uma abordagem qualitativa e quantitativa com procedimento modelagem/simulação. O modelo de simulação baseado na metodologia da dinâmica de sistemas para o processo de S&OP foi elaborado e analisado em casos ilustrativos, realizados em duas empresas com característica de produção para estoque (MTS). As simulações dos casos ilustrativos foram conduzidas por um projeto de experimento (DOE) para selecionar e avaliar um conjunto de cenários, determinando o melhor cenário e verificando a adequação com a prática das empresas. A avaliação do uso e dos resultados das simulações realizadas nos dois casos aponta que o modelo de dinâmica de sistemas melhora a compreensão dos gestores sobre todas as atividades envolvidas no processo de S&OP, como também fornece uma visão holística de todas as áreas envolvidas. A simulação gera planos compatíveis comparados com a prática empresarial, com a vantagem de tratar a análise econômica e financeira simultaneamente e possibilitar a geração de inúmeros cenários de planos de S&OP.

The promise of reduced costs, increased flexibility, and independence from vendors of proprietary products has convinced organizations worldwide to deploy Open Source Software (OSS) in their production environments and commercial offerings. Therefore, the ability to scale software, seamlessly integrate open source software in products and increase benefits from OSS participation are crucial capabilities. However, the nature of OSS is not entirely compatible with the rigid structures and processes of many large companies and thus successfully managing OSS has proven to be highly difficult. Previous research has shown that many companies have built previous success on ‘closed innovation’ logic and must now move in a highly counterintuitive direction towards an ‘open innovation’ mindset. This creates various strategic and operational challenges which they need to identify and overcome to avoid disruption. Based on the aforementioned, the purpose has been to investigate key patterns in how development and increased use of open source software could affect large IT companies. This is to illustrate the transition between closed innovation to open innovation strategy for software, but also to describe the strategic and operational challenges that come appear thereafter. To create a deeper understanding of this process of change, a single (qualitative) case study by a large Swedish IT company has been carried out. The hope is to be able to contribute to research by presenting general conclusions from the case study where empirical data is linked to contemporary research in the field. In order to be able to generalize based on the empirical data, interviews have been conducted with both doctoral students and professors in the field, but also experts in the business world. Our findings have generated insights concerning the OSS adoption process of Company A. The findings of the study include a 6-step model that describes the adoption process as well as strategic and operational considerations for successful transition towards efficient OSS governance. / Med förhoppningar om reducerade kostnader, ökad flexibilitet och ett minskat beroende av tredjepartsleverantörer har användandet av open source-mjukvara (OSS) eskalerat under det senaste årtiondet och kommit att dominera stora delar av mjukvaruindustrin. Förmågan att skala och integrera open source-mjukvara har således blivit en viktig kompetens för att skapa konkurrensfördelar. Dock är nuvarande processer för integrering av open source-mjukvara emellertid inte helt förenligt med många etablerade företags strukturer och processer. Hantering och integrering har istället visat sig vara en stor utmaning då många företag historiskt byggt sina framgångar genom en logik som präglas av sluten innovationsstrategi och immateriella rättigheter (IPR). Företag tvingas idag att röra sig i en kontraintuitiv riktning som präglas av öppen innovation, och i kölvattnet av teknisk och industriell förändring uppenbarar sig strategiska och operativa utmaningar. Dessa utmaningar måste företag identifiera, förstå och övervinna för att undvika att bli utkonkurrerade. Med detta som bakgrund är syftet med denna studie att Identifiera viktiga mönster som beskriver hur utvecklingen och en ökad användning av open source-mjukvara kan påverka stora IT-företag. Detta för att belysa övergången mellan sluten innovationsstrategi och öppen för open source-mjukvara, men även för att skildra vilka strategiska och operativa utmaningar som uppenbarar sig därefter. För att skapa en djupare förståelse för denna förändringsprocess har en enskild (kvalitativ) fallstudie av ett stort svenskt IT-företag genomförts. Förhoppningen är att kunna bidra till forskning genom att presentera generella slutsatser från fallstudien där empirisk data kopplas an till nutida forskning inom området. För att kunna generalisera utifrån empirin har intervjuer genomförts med dels doktorander och professorer inom området, men också experter inom affärsvärlden. Empirin har genererat en 6-stegs modell som beskriver adoptionsprocessen för OSS. Modellen har sedermera jämförts med samtida forskning inom samma område där likheter och skillnader diskuterats och presenterats. Vidare har strategiska och operativa överväganden belysts och diskuterats för att kunna bidra till en ökad förståelse för de utmaningar som många företag står inför.