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Proposição de um framework para identificação de práticas de sustentabilidade social em cadeias de suprimento: uma aplicação no setor sucroenergético / Proposition of a framework for identifying social sustainability practices in supply chains: an application in sugarcane industryLuís Carlos de Marino Schiavon 14 April 2014 (has links)
O enfoque de sustentabilidade em cadeias de suprimento tem recebido atenção crescente na área acadêmica e no meio empresarial, nos últimos anos. A pesquisa acadêmica sobre sustentabilidade em cadeias de suprimento iniciou-se há aproximadamente uma década e a literatura aponta carência de abordagem sobre a dimensão social da sustentabilidade, com recomendação para o desenvolvimento de frameworks específicos para identificar práticas de sustentabilidade social em cadeias de suprimento. Visando contribuir para o preenchimento desta lacuna, tem-se como objetivo desenvolver e verificar a eficácia de um framework para esta finalidade. Tendo-se como referência uma revisão de literatura, propõe-se um framework composto por critérios e indicadores, que abrange a empresa produtora de bens e/ou serviços, fornecedores, distribuidores, atacadistas, stakeholders, comunidades e clientes. Para viabilizar a aplicação prática do framework, busca-se propor indicadores que sejam ao mesmo tempo, relevantes e simples. A aplicação do framework é realizada em uma cadeia de suprimento formada por três empresas do setor sucroenergético, que foi escolhido em função da representatividade desta atividade na economia brasileira, pelo volume significativo de mão de obra empregada, por registros existentes na literatura sobre condições severas de trabalho e violações de direitos humanos no setor, além do interesse internacional por sustentabilidade social na produção de etanol no Brasil. O cálculo dos indicadores nas empresas selecionadas confirmou a eficácia do framework na identificação de práticas sociais sustentáveis em cadeia de suprimento. Além desta utilidade, o framework auxiliou no diagnóstico de aspectos carentes na abordagem de sustentabilidade social, podendo apoiar na priorização de pesquisas e no estabelecimento de metas para o desenvolvimento sustentável. / Sustainability in supply chains has received increasing attention in academic and business communities, in recent years. Academic research on sustainable supply chain management has begun about a decade ago and the literature indicates scarcity of studies on the social dimension of sustainability, with recommendation for the development of explicit frameworks to inform the implementation of social sustainability in supply chains. To assist filling this gap, based on a literature review it is proposed a framework to identify social sustainability in a focal company supply chain, encompassing internal operations, its suppliers, stakeholders, wholesalers, distributors and customers. It was attempted to propose indicators that are both relevant and simple, in order to enable framework practical application. The framework is applied in a sugar cane industry supply chain, which has been chosen due to its representativeness in the Brazilian economy, the significant employed workforce, literature records on severe labor conditions and human rights violations in the sector, as well as due to international interest in social sustainability in bioethanol production in Brazil. The indicators calculation confirmed the effectiveness of the framework to identify sustainable social practices in a supply chain. Besides this utility, the framework helped to diagnose social sustainability scarce aspects in a supply chain and it may assist to prioritize research, as well as to set goals for sustainable development.
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A framework in green logistics for companies in South AfricaVan Rensburg, Suzanne Louise Jansen 02 1900 (has links)
Until recently, the concept of green logistics has been disregarded by various logistics and transport companies in South Africa. The study on which this dissertation is based explored the green logistics practices that these companies are currently implementing in terms of the key drivers, benefits and barriers. A quantitative research approach was followed, were a survey (Lime) served as the primary research instrument. A census was conducted among 160 companies in Gauteng. The results of the study revealed a significant difference between SMEs (<200) and large (200 and above) companies with regard to their importance rating on green logistics practices. To achieve the primary objective of the study, a framework in green logistics was drafted for SMEs and large companies in South Africa, which outlined practices and opportunities companies can implement in their own businesses to benefit from ‘going green’. The usefulness of the latter mentioned guidelines needs to be tested in future research. / Public Administration and Management / M.. Com. (Logistics Management)
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O pilar social: dimensão invisível das cadeias de suprimentos sustentáveisMorais, Dafne Oliveira Carlos de 05 April 2018 (has links)
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Previous issue date: 2018-04-05 / O pilar social da sustentabilidade encontra-se sub representado no contexto da SSCM. O presente estudo endereça esse pilar social e a lacuna relacionada aos mecanismos de governança no âmbito da SSCM e aborda a seguinte questão de pesquisa: como empresas focais adotam a sustentabilidade social e quais mecanismos de governança são usados para implementá-la na cadeia de suprimentos? O trabalho propõe uma investigação empírica por meio de um estudo de casos múltiplos, composto por seis casos. A pesquisa identificou nos casos os antecedentes de sustentabilidade, isto é, os elementos que os direcionam, facilitam e dificultam na adoção da sustentabilidade ao longo da cadeia de suprimentos. Uma lista de mecanismos foi elaborada e classificada quanto ao seu tipo e quanto a sua atuação, se mais direta (hands-on) ou mais indireta (hands-off). Ademais, as questões sociais foram classificadas quanto a sua incidência nos casos e, para cada mecanismo de governança, três tipos foram estabelecidos: questões sociais centrais, questões sociais periféricas e questões sociais remotas. Considerando a relação entre os tipos de questões sociais implementadas e a intensidade de mecanismos de governança que as endereça, três perfis de gestão da sustentabilidade social no contexto da SSCM são delineados e descritos: elementar, seletivo e extensivo. Cada perfil foi analisado à luz de diferentes teorias: a Teoria dos Stakeholders, a Teoria de Contingência e a Teoria Comportamental. Um ponto de destaque na primeira lente teórica relaciona-se a saliência do fornecedor nos diferentes perfis: no perfil seletivo, um grupo forte de fornecedores atua como stakeholders perigosos, enquanto nos perfis seletivos e extensivos, fornecedores atuam, de modo geral, como reivindicadores. Os diferentes papéis dos fornecedores indicam que a maior ou menor incidência de poder do fornecedor influencia a extensão que a empresa focal consegue endereçar questões sociais em sua cadeia, se mais limitadas a questões centrais ou se alcançam questões periféricas e remotas. Sob a lente da Teoria de Contingência, o presente estudo indica que iniciativas sociais relacionam-se a fatores como (des)equilíbrio de poder e dependência na relação com fornecedor. Ademais, para gestão de questões sociais, aproximar-se de fornecedores não implica na redução de mecanismos de governança, principalmente, em cadeias de maior criticidade. Em relação a Teoria Comportamental, os resultados do estudo representam como conceitos dessa lente teórica manifestam-se no âmbito da sustentabilidade e da sustentabilidade social na SCM. Reconhecer tais contextos constitui um passo em direção a superação de comportamentos tendenciosos no processo de tomada de decisão na SSCM, como: reconhecer a gama de questões sociais possíveis de endereçar e priorizar aquelas mais alinhadas ao seu negócio e não as mais simples de endereçar, atuando de modo mais assertivo e não segundo o mais simples; estimular o reconhecimento mais ágil da necessidade de critérios mais complexos para definir o grupo de fornecedores a ser avaliado socioambientalmente em programas de gestão. / The social pillar of sustainability is under-represented in the context of SSCM. The present study addresses this social pillar and the gap related to governance mechanisms within the SSCM and addresses the following research question: how focal firms adopt social sustainability and what governance mechanisms are used to implement it throughout their supply chain? The paper proposes an empirical investigation through a multiple case study, composed of six cases. The research identified in the cases the antecedents of sustainability, that is, the elements that drive, enable and barriers the adoption of sustainability along the supply chain. A list of mechanisms has been elaborated and classified according to its type and its implementation, whether it is more direct (hands-on) or more indirect (hands-off). In addition, social issues were classified as to their incidence in cases and, for each governance mechanism, three types were established: central social issues, peripheral social issues and remote social issues. Considering the relationship between the types of social issues implemented and the intensity of governance mechanisms that address them, three profiles of social sustainability management in the context of SSCM are outlined and described: elementary, selective and extensive. Each profile was analyzed in the light of different theories: Stakeholders Theory, Contingency Theory and Behavioral Theory. A prominent point in the first theoretical lens relates to the salience of the supplier in the different profiles: in the selective profile, a strong group of suppliers acts as dangerous stakeholders, while in the selective and extensive profiles, suppliers generally act as claimants. The different roles of suppliers indicate that the supplier's greater or lesser incidence of power influences the extent to which the focal company can address social issues in its chain, whether it is more limited to central issues, or whether peripheral and remote issues are reached. Under the lens of the Contingency Theory, the present study indicates that social initiatives are related to factors such as (un)balance of power and dependence in the relationship with supplier. In addition, for management of social issues, approaching suppliers does not imply the reduction of governance mechanisms, especially in chains of greater criticality. In relation to Behavioral Theory, the results of the study represent concepts of this theoretical lens manifested in the scope of sustainability and social sustainability in SCM. Recognizing such contexts is a step towards overcoming biased behaviors in the SSCM decision-making process, such as: recognizing the range of possible social issues to address and prioritize those more aligned to the business rather than the simplest to address, acting more assertively and not according to the simplest; stimulate a more agile recognition of the need for more complex criteria to define the group of suppliers to be evaluated socio-environmentally in management programs.
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Sustainable Supply Chain Management (SSCM) Governance Mechanisms and Configurations applied in Swedish companiesPerez Sanchez, Alberto, Trebicka, Zofia January 2022 (has links)
Background: There are several strategies that focal companies can opt for to manage their supplychain. Different combinations of configurations and governance mechanisms are argued to havedifferent sustainability outcomes. First, main firms need to decide if they manage the relationshipwith suppliers themselves or if they hire a third party. Second, the buying companies could leadthe relationship with providers by incorporating collaboration or relying on industry certificates.Besides, Swedish companies, as well as Swedish citizens, are claimed to be highly sustainable.Purpose: The goal of this project is to discover the strategies top Swedish companies implementin their supply chains regarding sustainability, and their influence on the position of the companyin the Sustainable Brand Index. As a result, this project will help to determine which specificactions are most likely to lead to increased supply chain sustainability.Method: To fulfil the research purpose, a qualitative study has been conducted. Seven case studies,consisting of five semi-structured interviews with employees from Swedish companies, and twoperipherical secondary-data based ones, were coded and analysed using the grounded analysisfollowing an abductive approach.Conclusion: The results show that the configuration framework available in the literature is notas accurate as it could be, therefore, a new one is proposed. The combination that appeared to havethe best sustainability outcomes entailed a partially closed configuration i.e., extending monitoringto lower tiers, and a spectrum in the governance mechanisms gathering focal company owninitiatives and certifications.
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Raw Material Management Strategies for Waste Reduction : A case study at a Swedish manufacturing SME / Raw Material Management Strategies for Waste Reduction : A case study at a Swedish manufacturing SMEIngelsten, Emil, Johnsson, Erik January 2023 (has links)
Manufacturing companies have a tremendous environmental impact in terms of the way they manage raw materials. In addition, the amount of waste produced by industries continues to increase, which puts even more significant pressure on the environment. The purpose of this thesis was, therefore, to investigate raw material management and to identify strategies that are implemented in a supply chain in order to reduce waste. Then, an investigation of how these strategies are implemented in the product flow through the focal company, its suppliers, and customers was done. The single case-study approach was selected to answer the research questions and fulfill the study's purpose. The data was collected through means of interviews and document studies. The theoretical framework presented multiple strategies that can be implemented in order to reduce waste. The butterfly diagram emphasizes waste reduction during different steps in the supply chain using the strategies included in the R approaches. These strategies can be implemented internally within an organization or externally with companies in a supply chain to reduce waste. From the findings and analysis, it was evident that all the companies in the supply chain work actively with sustainability across all parts of the triple bottom line. A product flow mapping was created to visualize the companies’ waste reduction strategies. Recycling was the primary strategy, followed by reducing through quality assurance and a make-to-order approach, then ordering materials close to the finished product dimensions. The companies work individually on sustainability to improve their sustainability practices and achieve sustainability goals. Though, they need to improve collaboration and transparency with the other companies in the supply chain. However, they share a similar view on sustainability, and they are working actively to improve their sustainability work. This has facilitated a sustainable supply chain despite the need for more active collaboration.
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[pt] GESTÃO DE RESÍDUOS SÓLIDOS URBANOS EM PAÍSES EM DESENVOLVIMENTO: UMA PERSPECTIVA DA GESTÃO SUSTENTÁVEL DA CADEIA DE SUPRIMENTOS / [en] URBAN HOUSEHOLD SOLID WASTE MANAGEMENT IN DEVELOPING COUNTRIES: A SUSTAINABLE SUPPLY CHAIN MANAGEMENT PERSPECTIVEBRUNO DUARTE AZEVEDO 09 May 2022 (has links)
[pt] A gestão de resíduos sólidos urbanos domésticos (GRSU) é um problema
central nas cidades do mundo inteiro. A quantidade de resíduos produzidos
diariamente nessas áreas desafia a sociedade a melhorar suas práticas de
gerenciamento de resíduos. Embora países desenvolvidos como a Alemanha tenham
alcançado resultados respeitáveis com diferentes iniciativas de GRSU, países em
desenvolvimento ainda lutam para ser eficazes com suas políticas. Dado o constante
crescimento das favelas, a falta de recursos econômicos, a desigualdade social e a
falta de participação dos principais atores do processo, países como o Brasil ainda
não encontraram o caminho certo para um sistema sustentável de gestão de resíduos,
que é uma parte essencial da gestão sustentável da cadeia de suprimento (SSCM).
Embora a literatura ofereça um grande e crescente número de publicações em SSCM
e GRSU, há uma falta de estudos ligando os dois temas, especialmente considerando
a realidade prática de um país em desenvolvimento. A presente tese visa preencher
esta lacuna estudando formas de melhorar a GRSU nos países em desenvolvimento
incorporando os conceitos da SSCM a partir da perspectiva da indústria, do setor
público e da comunidade local, no sentido de apresentar alternativas para sua
melhoria no Brasil. Para isso, foi adotada uma abordagem multimétodo com quatro
etapas principais de pesquisa: primeiro, uma Revisão Sistemática da Literatura em
SSCM; em segundo, um estudo de caso longitudinal na favela da Rocinha localizada
na cidade do Rio de Janeiro (Brasil); em terceiro, uma análise interna e cruzada do
GRSU entre duas cidades do Brasil (Macaé) e da Alemanha (Münster); e,
finalmente, uma pesquisa com residentes da região metropolitana de Macaé para
compreender sua aceitação quanto a adoção das práticas alemãs. A violência
presente em favelas brasileiras, assim como a necessidade de moradia em outro país
foram os maiores desafios ligados aos estudos de caso citados. Os principais
resultados da pesquisa indicam que para enfrentar os problemas ambientais relacionados ao GRSU nos países em desenvolvimento, é necessário resolver
questões sociais básicas relacionadas à educação, segurança e infraestrutura, com a
integração e apoio do governo, da comunidade local e da indústria. A comparação
com o sistema alemão indica que a indústria brasileira ainda está longe de cumprir
os pilares social e ambiental do SSCM e deve ser considerada economicamente
responsável pelo ciclo de vida de seus produtos, enfrentando o princípio da
responsabilidade ampliada do produtor (EPR). Este investimento adicional pode
permitir a melhoria das condições de trabalho, investimento em tecnologias e em
campanhas públicas regulares para aumentar a educação em assuntos importantes
na área de sustentabilidade, levando à formalização da cadeia de reciclagem. Os
pilares do sistema alemão (i.e., leis claras, campanhas públicas regulares e a
metodologia de taxas) aparecem como uma solução viável para a GRSU nos países
em desenvolvimento, porém os resultados da pesquisa indicam que a população
ainda não está disposta a pagar (WTP) por todos os custos envolvidos no processo,
especialmente aqueles relacionados à coleta/tratamento de recicláveis. Este cenário
reforça a necessidade de grandes campanhas educacionais, sobretudo em escolas,
que fortaleçam uma visão holística e multi-perspectiva capaz de ampliar a
compreensão do problema. Para facilitar esta agenda, também são apresentadas
diretrizes para apoiar os formuladores de políticas públicas nos países em
desenvolvimento a lidarem com os desafios associados ao GRSU, e para cumprir as
Metas de Desenvolvimento Sustentável (MDS) relacionadas. Finalmente, esta
pesquisa contribui para que acadêmicos e profissionais forneçam evidências
empíricas para enriquecer o debate contínuo sobre o tema, dado que esta não apenas
apresenta situações de casos reais em diferentes realidades, mas também destaca
questões que devem ser consideradas e gerenciadas na prática, no desenvolvimento
e na implementação de técnicas apropriadas para lidar com o GRSU nos países em
desenvolvimento. / [en] Urban household solid waste management (UHSWM) is a central problem in
cities worldwide. The amount of waste produced daily in urban areas challenges
society to improve its waste management (WM) practices. While developed
countries like Germany have achieved respectable results with different UHSWM
initiatives, developing countries still struggle to be effective with their policies.
Given the constant growth of slums, the lack of economic resources, the social
inequality, and the lack of participation of the main stakeholders of the process,
countries like Brazil still have not found the right path towards a sustainable WM
system, which is an essential part of the sustainable supply chain management
(SSCM). Although the literature offers a large and growing number of publications
in SSCM and UHSWM, there is a lack of studies linking the two themes, especially
considering the practical reality of a developing country. The present thesis aims to
fulfill this gap by analyzing UHSWM integrating the principles of the SSCM from
the perspective of industry, public sector, and the local community, towards
presenting alternatives for its improvement in Brazil. To achieve this goal, a
multimethod approach with four main research steps was adopted: firstly, a
Systematic Literature Review (SLR) in SSCM; secondly a longitudinal case study
at the Rocinha slum located in the city Rio de Janeiro (Brazil); thirdly a within and
cross-case analysis on UHSWM between two cities from Brazil (Macaé) and
Germany (Münster); and finally, a survey with residents of the metropolitan area of
Macaé to understand their acceptance of German practices. The violence present in
Brazilian slums, as well as the need to live in another country were the biggest
challenges linked to the case studies cited. The main research findings indicate that
to tackle environmental problems related to UHSWM in developing countries, it is
necessary to solve basic social issues related to education, security, and
infrastructure, with the integration and support of government, local community,
and industry. The comparison with the German UHSWM system indicates that the
Brazilian industry is still far from fulfilling the social and environmental pillars of
SSCM and should be held economically responsible for the life cycle of its
products, facing the principle of extended producer responsibility (EPR). This
additional investment can enable improvement in work conditions, in technologies,
and on regular public campaigns to increase education in important sustainable
matters, leading to the formalization of the recycling chain. The pillars of the
German system (i.e., clear laws, regular public campaigns, and fee methodology)
appear as a viable solution to improve UHSWM in developing countries, however
the research findings indicate that Brazilians are still not willing to pay (WTP) for
all the costs involved in this process, especially those related to the collection and
treatment of recyclables. This scenario reinforces the need for large educational
campaigns, especially in schools, strengthening a holistic and multi-perspective
view to increase the comprehension of the problem. To facilitate this agenda, a
guideline with feasible alternatives to support policy makers in developing
countries to deal with the challenges associated to UHSWM, and to meet the related
Sustainable Development Goals (SDGs), is also presented. This research
contributes to academics and practitioners providing empirical evidence to enrich
the ongoing debate on the topic, as it not only presents real-life case situations in
different realities, but also highlights issues that should be considered and managed
in a real context to develop and implement appropriate techniques to deal with
UHSWM in developing countries.
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Defining a Standardized Process for Measuring and Reporting Product’s Energy Usage Emissions : A Case Study at a Manufacturing CompanyBrynholt, Markus, Ahmadpour, Aram January 2022 (has links)
As CO2 emissions increase, so does the average temperature, leading toenvironmental consequences such as rising sea levels, drought, and starvation.Therefore, it is essential to act towards the reduction of the CO2 emissionsto counteract these dire consequences. The Science Based Target initiative(SBTi) which is a non-governmental organization has created a framework fororganisations to set net-zero targets for 2050. The goals are accompanied byguidelines, demands and recommendations for how to measure and reportemissions across a supply chain. There are challenges and problems attached to measuring CO2 emissions formultinational companies (MNC). The emissions are divided into three scopes.Scope 3 which consists of indirect emissions coming from up- anddownstream of the focal companies has proven to be challenging to gatherdata for due to lack of proper company capabilities. This thesis aims toidentify challenges related to measuring and reporting the emissions caused bythe use of sold products, which is one of the 15 categories of Scope 3.Moreover, this study aims to create a standardized framework for MNCs byaddressing the necessary steps for collecting data for developing an emissionscalculation tool and to suggest how to properly calculate and illustrateemissions ty the focal company. Lastly, the implementability of the frameworkwill be assessed. The research methods include a case study with a set of unstructuredinterviews of nine participants. These includes engineers, innovationmanagers, sustainability managers and product managers. Moreover, aniterative process for developing a calculation tool was performed includingtesting of the tool as it was developed. The case study identified challenges of calculating emissions from soldproducts. These were of lack of IT infrastructure, insufficient data forcalculating emissions, high uncertainties of how the organization shouldconduct measuring of emissions and how to allocate resources in the SBTiimplementation. Moreover, the risks of interpreting calculated dataincorrectly were identified. Lastly, a framework was created consisting of aseven-step process including: communicating transition, assembling projectteams, covering emission, mapping data, creating the tool, task delegation andeducation and standardization.
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[pt] CADEIAS DE SUPRIMENTOS SUSTENTÁVEIS: SÍNTESE TERCIÁRIA DA LITERATURA E ANÁLISE DE REDES / [en] SUSTAINABLE SUPPLY CHAINS: TERTIARY SYNTHESIS AND NETWORK ANALYSISVINICIUS CARVALHO C DE OLIVEIRA 04 February 2021 (has links)
[pt] Este trabalho tem como base a análise sistemática de literatura para geração de conhecimento sobre o tema de cadeias de suprimentos sustentáveis. Para isso, foram utilizados os métodos de revisão sistemática de literatura e análise de redes, para responder as perguntas de pesquisa: quais são as principais taxonomias sobre o tema, quais são os principais direcionamentos de pesquisa futura e como os temas de cadeias de suprimentos sustentáveis se relacionam. Dessa forma, baseando-se em protocolo metodológico rigoroso e utilização do software Vosviwer, foram identificadas as principais taxonomias sobre o tema, os cinco principais assuntos que os autores mais direcionam como pesquisas futuras e as principais relações geradas a partir das análises de coautoria, co-citação, co-ocorrência. Com base nos resultados, foi possível identificar diversos pontos, como o avanço nos trabalhos envolvendo os pilares de forma integrada, as revisões sistemáticas possuindo metodologia mais robusta que revisões narrativas e o aspecto social como o principal tema indicado para pesquisas futuras. Dessa forma, consolidou-se o que se tem de mais novo na literatura sobre o tema de cadeias de suprimentos sustentáveis, orientando a comunidade científica e outras organizações sobre o assunto, mostrando ainda, os possíveis desdobramentos que podem ser trabalhos. / [en] This paper is based on a systematic literature review to create knowledge on the topic of sustainable supply chains. For this, we used the systematic literature review and network analysis methods to answer the research questions: what are the main taxonomies on the topic, what are the main directions for future research and how are the themes of sustainable supply chain themes related? Thus, based on a rigorous methodological protocol and the use of Vosviwer software, the main taxonomies on the topic were identified, the five main trend subjects were collected and the main relationships identified from the co-authoring, co-citation and co-occurrence analysis. Based on the results, it was possible to identify several points, such as the progress in the work involving the pillars in an integrated manner, systematic reviews having a more robust methodology than narrative reviews and the social aspect as the main theme indicated for future research. Thus, the latest in the literature on the topic of sustainable supply chains was consolidated, guiding the scientific community and other organizations on the subject, and also showing the possible developments that may be work.
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Multicriteria Techniques for Sustainable Supply Chain ManagementBarrera Jimenez, Ivan Felipe 30 January 2025 (has links)
Tesis por compendio / [ES] Los métodos multicriterio proporcionan un enfoque analítico y estructurado para la toma de decisiones en la gestión de la cadena de suministro, que permiten evaluaciones basadas en múltiples criterios, esenciales para gestionar socios comerciales sostenibles. El objetivo de esta tesis es contribuir a la gestión sostenible de la cadena de suministro desarrollando nuevos modelos y técnicas multicriterio para evaluar proveedores y clientes. Se han diseñado modelos que incorporan las preferencias empresariales para tomar decisiones colaborativas en la selección y clasificación transparente de alternativas basadas en criterios sostenibles. También se han desarrollado métodos para clasificar las alternativas en grupos ordenados y evaluar su calidad. Tanto los modelos como los métodos se han validado mediante casos empíricos y comparado con enfoques alternativos.
La metodología se basa en una profunda revisión bibliográfica y en el conocimiento experto de profesionales en la cadena de suministro. Los modelos multicriterio propuestos emplean técnicas como el Analytic Hierarchy Process (AHP), la Multi-Attribute Utility Theory (MAUT) y PROMETHEE. También se han desarrollado tres algoritmos para la clasificación de alternativas (nominal y ordenada).
En primer lugar, se ha propuesto un modelo multicriterio híbrido y se ha validado con datos reales para homologar y seleccionar proveedores de tecnología, así como para su priorización y clasificación. Este modelo integra métodos compensatorios (AHP, MAUT) y no compensatorios (PROMETHEE, FlowSort) en una jerarquía con criterios de sostenibilidad. La validación del modelo en un contexto real y su comparación con un modelo alternativo ha demostrado su capacidad para proporcionar información relevante y transparente en la toma de decisiones para la evaluación sostenible de proveedores de tecnología en el sector bancario.
En segundo lugar, se ha diseñado un nuevo algoritmo, denominado Global Local Net Flow sorting (GLNF sorting), que clasifica alternativas en grupos ordenados a partir de los flujos netos generados en búsquedas globales y locales con PROMETHEE. Adicionalmente, se ha diseñado el algoritmo SILhouette for Sorting (SILS) para calcular un índice de calidad en las clasificaciones. Ambos algoritmos se han validado empíricamente en la segmentación de proveedores y sus resultados se han comparado con otros métodos publicados. Por una parte, GLNF sorting destaca al mejorar la discriminación entre proveedores cercanos a los perfiles limitantes de los grupos, aprovechando el nivel de similitud preferencial entre alternativas. Por otra, SILS mejora la calidad de las asignaciones y permite un análisis detallado que facilita la toma de decisiones.
En tercer lugar, se ha propuesto un sistema de segmentación de clientes B2B basado en transacciones y colaboración, aplicando AHP y GLNF sorting. Validado con 8,157 clientes de una multinacional, se ha evaluado con SILS y estadística descriptiva. Comparado con K-means, el modelo genera clasificaciones más homogéneas y robustas. Esta herramienta permite a las empresas automatizar decisiones y llevar a cabo análisis detallados para mejorar las relaciones con los clientes, alineándose con sus estrategias de colaboración y enfoques de mercado.
En cuarto lugar, las búsquedas globales y locales se han utilizado para proponer un algoritmo de clasificación nominal basado dos dimensiones, que proporciona una matriz estratégica muy útil para los gestores de cadena de suministro.
Por último, se ha desarrollado el paquete de software PrometheeTools en R, que automatiza la aplicación de PROMETHEE, GLNF sorting y SILS para resolver problemas multicriterio de priorización y clasificación de alternativas. Este paquete se ha validado con éxito y destaca por su eficiencia en PROMETHEE con miles de alternativas. Está disponible en acceso abierto en el repositorio CRAN para su utilización por investigadores y profesionales interesados en toma de decisiones multicriterio. / [CA] Els mètodes multicriteri proporcionen un enfocament analític i estructurat per a la presa de decisions en la gestió de la cadena de subministrament, que permeten avaluacions basades en múltiples criteris, essencials per a gestionar socis comercials sostenibles. L'objectiu d'aquesta tesi és contribuir a la gestió sostenible de la cadena de subministrament desenvolupant nous models i tècniques multicriteri per a avaluar proveïdors i clients. S'han dissenyat models que incorporen les preferències empresarials per a prendre decisions col·laboratives en la selecció i classificació transparent d'alternatives basades en criteris sostenibles. També s'han desenvolupat mètodes per a classificar les alternatives en grups ordenats i avaluar-ne la qualitat. Tant els models com els mètodes s'han validat mitjançant casos empírics i comparat amb enfocaments alternatius.
La metodologia es basa en una profunda revisió bibliogràfica i en el coneixement expert de professionals en la cadena de subministrament. Els models multicriteri proposats empren tècniques com ara el procés analític jeràrquic (AHP), la teoria d'utilitat multiatribut (MAUT) i PROMETHEE. També s'han desenvolupat tres algoritmes per a la classificació d'alternatives (nominal i ordenada).
En primer lloc, s'ha proposat un model multicriteri híbrid i s'ha validat amb dades reals per a homologar i seleccionar proveïdors de tecnologia, així com per a la seua priorització i classificació. Aquest model integra mètodes compensatoris (AHP, MAUT) i no compensatoris (PROMETHEE, FlowSort) en una jerarquia amb criteris de sostenibilitat. La validació del model en un context real i la seua comparació amb un model alternatiu n'ha demostrat la capacitat per a proporcionar informació rellevant i transparent en la presa de decisions per a l'avaluació sostenible de proveïdors de tecnologia en el sector bancari.
En segon lloc, s'ha dissenyat un nou algoritme, denominat Global Local Net Flow sorting (GLNF sorting), que classifica alternatives en grups ordenats a partir dels fluxos nets generats en cerques globals i locals amb PROMETHEE. Addicionalment, s'ha dissenyat l'algoritme SILhouette for Sorting (SILS) per a calcular un índex de qualitat en les classificacions. Ambdós algoritmes s'han validat empíricament en la segmentació de proveïdors i els seus resultats s'han comparat amb altres mètodes publicats. D'una banda, GLNF sorting destaca en millorar la discriminació entre proveïdors pròxims als perfils limitants dels grups, que aprofita el nivell de similitud preferencial entre alternatives. De l'altra, SILS millora la qualitat de les assignacions i permet una anàlisi detallada que facilita la presa de decisions.
En tercer lloc, s'ha proposat un sistema de segmentació de clients B2B basat en transaccions i col·laboració, aplicant AHP i GLNF sorting. Validat amb 8,157 clients d'una multinacional, s'ha avaluat amb SILS i estadística descriptiva. Comparat amb K-means, el model genera classificacions més homogènies i robustes. Aquesta eina permet a les empreses automatitzar decisions i portar a cap anàlisis detallades per a millorar les relacions amb els clients, que s'alineen amb les seues estratègies de col·laboració i enfocaments de mercat.
En quart lloc, les cerques globals i locals s'han utilitzat per a proposar un algoritme de classificació nominal basat en dues dimensions, que proporciona una matriu estratègica molt útil per als gestors de la cadena de subministrament.
Finalment, s'ha desenvolupat el paquet de programari PrometheeTools en R, que automatitza l'aplicació de PROMETHEE, GLNF sorting i SILS per a resoldre problemes multicriteri de priorització i classificació d'alternatives. Aquest paquet s'ha validat amb èxit i destaca per la seua eficiència en PROMETHEE amb milers d'alternatives. Està disponible en accés obert en el repositori CRAN per a la utilització per investigadors i professionals interessats en la presa de decisions multicriteri. / [EN] Multicriteria methods provide an analytical and structured approach to decision making in supply chain management. These techniques allow multicriteria evaluations, which are essential for choosing and managing sustainable business partners. The aim of this thesis is to contribute to sustainable supply chain management by developing new multicriteria models and techniques to assess suppliers and customers. Models have been designed in order to incorporate business preferences to make collaborative decisions in the transparent selection and ranking of alternatives based on sustainable criteria. New methods have also been developed to classify alternatives into ordered groups and to assess their quality. Both models and methods have been validated using empirical cases and compared with alternative approaches.
The methodology is based on an in-depth literature review, as well as the expertise of supply chain professionals. The proposed multicriteria models integrate techniques such as the Analytical Hierarchical Process (AHP), Multi-Attribute Utility Theory (MAUT) and the PROMETHEE method. Three new algorithms have also been developed for classifying alternatives into nominal and ordered groups (sorting problem).
Firstly, a hybrid multicriteria model has been proposed and validated with real data for technology supplier qualifying, selection and ranking. This model integrates compensatory (AHP, MAUT) and non-compensatory (PROMETHEE, FlowSort) methods in a hierarchy with sustainability criteria to evaluate products, suppliers and manufacturers. Validation of the model in a real context and its comparison with an alternative model has demonstrated its ability to provide relevant and transparent information for decision making in the sustainable evaluation of technology suppliers in the banking sector.
Secondly, a new algorithm has been designed, called Global Local Net Flow sorting (GLNF sorting), which classifies alternatives into ordered groups based on the net flows generated in global and local searches with PROMETHEE. In addition, the SILhouette for Sorting (SILS) algorithm has been designed to calculate a quality index in the classifications. Both algorithms have been empirically validated in supplier segmentation and their results compared with other published methods. On the one hand, the GLNF sorting algorithm excels in improving the discrimination between suppliers close to the limiting profiles by exploiting the level of preference similarity between alternatives. On the other, SILS improves the quality of alternative assignments to groups, allows for a detailed analysis of suppliers and facilitates decision making.
Thirdly, a customer segmentation model based on transactions and collaboration has been proposed in the Business to Business context, applying AHP and GLNF sorting. Validated with 8,157 customers of a multinational company, it has been assessed by SILS and descriptive statistics. This model generates more homogeneous and robust groups than the K-means cluster method. This tool enables companies to automate decisions and perform detailed analysis to improve customer relationships, aligning with their collaboration strategies and market approaches.
Fourthly, global and local searches have been used to propose an algorithm for nominal classification based on two dimensions, which provides a very useful strategic matrix for supply chain managers.
Finally, the PrometheeTools software package has been developed in R, which automates the implementation of PROMETHEE, GLNF sorting and SILS to solve multicriteria problems of alternatives ranking and classification. This package has been successfully validated and stands out for the efficiency in PROMETHEE and especially when solving problems with thousands of alternatives. It is available by open access in the CRAN repository for use by researchers and practitioners interested in multicriteria decision making. / Barrera Jimenez, IF. (2024). Multicriteria Techniques for Sustainable Supply Chain Management [Tesis doctoral]. Universitat Politècnica de València. https://doi.org/10.4995/Thesis/10251/202879 / Compendio
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