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V., Raphaela, Carvalho H., and Cruz-Machado and V. "Strategic resilience development a study using delphy.", 45-57. Advances in Intelligent Systems and Computing., 2014. Abstract
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SG, Azevedo, Govindan K, Carvalho H, and Cruz-Machado V. "Ecosilient Index to assess the greenness and resilience of the upstream automotive supply chain." 56 (2013): 131-146. Abstract
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S, Azevedo, Carvalho H, and Cruz-Machado V. "Trade-offs among Lean, Agile, Resilient and Green Paradigms in Supply Chain Management: A Case Study Approach.", N/A. International Conference on Management Science and Engineering Management 2013, Lecture Notes in Electrical Engineering., 2013. Abstract
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K., Govindan, Azevedo S. G., Carvalho H., and Cruz-Machado V. "Impact of supply chain management practices on sustainability." Journal of Cleaner Production 85 (2014): 212-225.
K., Chantarachalee, Carvalho, H., H., Cruz-Machado, and V. "Designing lean supply chains a case study.", 45-57. Advances in Intelligent Systems and Computing., 2014. Abstract
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H., Carvalho, Azevedo S. G., and Cruz-Machado and V. "Supply chain management resilience: a theory building approach." 1 (2014): 3-37. Abstract
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H, Carvalho, Azevedo S, and Cruz-Machado V. "An Innovative Agile and Resilience Index for the Automotive Supply Chain." 6 (2013): 259-283. Abstract
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Govindan, K., Azevedo, S. G., Carvalho, H., and V. and Cruz Machado. "Lean, green and resilient practices influence on supply chain performance: interpretive structural modeling approach." International Journal of Environmental Science and Technology 12 (2015): 15-34.
G., Azevedo S., Carvalho H., and Cruz-Machado V. "LARG index: a benchmarking tool for improving the leanness, agility, resilience and greenness of the automotive supply chain." Benchmarking: an International Journal (In Press).
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Duarte, Susana, Helena Carvalho, and V. Cruz Machado. "The Commitments Between Lean, Agile, Resilient and Green Supply Chain Paradigms.", 68-82. GLASGOW, SCOTLAND: UNIVERSITY OF STRATHCLYDE, 2011. Abstract

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Duarte, Susana, Helena Carvalho, and V. Cruz-Machado. "Exploring relationships between supply chain performance measures." In Proceedings of The Fourth International Conference on Management Science and Engineering Management, 3-7. Chungli, Taiwan, 2010. Abstract
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Carvalho, H. Resilience Index: Proposal and Application in the Automotive Supply Chain. Cambridge, {UK}, 2011. Abstract

Purpose –This paper aims to propose a resilience index to assess the company ability to avoid and minimize the negative effects of supply chain disturbances.
Design/methodology/approach – An inductive research approach was used to develop a resilience assessment model. In a first stage, to collect empirical data, an exploratory case study was performed in seven companies’ belong to different positions in the Portuguese automotive supply chain. Next, a resilience index was derived from the case study main findings. In a final stage, the index was then tested using a case study approach in the automotive supply chain.
Findings – It was found that managers do not associate supply chain disturbances to a particular type of events, but with the negative effects that events provoke. The results also suggest that the resilience strategies they used are dependent on the type of supply chain disturbances negative effects. These empirical findings were used to develop a supply chain resilience assessment model and two resilience indexes: resilience index of “on time delivery” to “capacity shortage” and resilience index of “on time delivery” to “materials shortage”.
Research limitations/implications – This paper has the limitations common to all case studies, such as the subjectivity of the analysis and results generalization. Since only the automotive sector was studied, the findings are not universally applicable across different industry sectors in various countries.
Originality/value – The study contributes to the existing literature by empirically investigating the main effects of supply chain disturbances and how companies can increase supply chain resilience. It also suggests a way to evaluate companies’ resilience after a disturbance occurrence and identifies a set of supply chain state variables to improve supply chain resilience.

Carvalho, H., M. Maleki, and V. Cruz-Machado. "Links between supply chain disturbances and resilience strategies." International Journal of Agile Systems and Management 5 (2012): 203-234. AbstractWebsite

The purpose of this paper is to establish links between supply chain disturbances and corresponding strategies of resilience to counter them. To this end, an inductive research approach is used, examining a sample of 38 cases. Secondary data from the cases is used to identify disturbances which affected the corresponding supply chains and the resilience strategies used by managers. The empirical evidences shows that the negative effects of supply chain disturbances can be categorised into a number of supply chain failure modes. In addition, a set of resilience strategies was identified that could be used to overcome those failure modes. A conceptual model, with links between supply chain disturbances, failures and resilience strategies, is proposed. The limitations of this research result from the use of secondary data sources. The findings are only valid for the selected case studies and, consequently, may not be applicable in other scenarios. Future research should focus on detailed case studies that investigate cross-functional applications across the organisation and the supply chain.

Carvalho, H., and V. Cruz-Machado. "A supply chain resilience assessment model." In 18th International Annual EurOMA Conference. Cambridge, 2011. Abstract

This paper aims to propose a supply chain resilience assessment framework. An inductive research approach was used being performed an exploratory case study in the Portuguese automotive supply chain. The study investigates the main effects of supply chain disturbance and how companies can increase supply chain resilience. Empirical findings were used to develop a resilience assessment model with two perspectives, an “ex post” analysis, where it measures the performance loss after a disturbance occurrence, and in an “ex ante” analysis, measuring the characteristics that confer resilience properties to the supply chain.

Carvalho, H., and V. Cruz-Machado. "Lean, agile, resilient and green supply chain: a review." In Proceedings of the Third International Conference on Management Science and Engineering Management, 3-14. Bangkok, Thailand, 2009. Abstract
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Carvalho, H., and V. Cruz-Machado. "Fuzzy set theory to establish resilient production systems." Orlando, USA, 2006. Abstract

In a global market, companies must deal with a high rate of changes in business environment. Most manufacturing systems fail to sustain productivity when process disturbances occur. Therefore, it is necessary to create resilient production systems with the ability to return, rapidly, to the initial stage or to an improved one. The parameters, variables and restrictions of the production system are inherently vagueness. This situation suggests that there are dependencies between relevant variables which are not possible to know with precision. The fuzzy logic theory has the ability to describe, in a quantitative and qualitative way, problems that involve vagueness and imprecision. This paper provides an overview for the use of fuzzy logic to establish resilient production systems. Fuzzy concepts are reviewed, in particular its applications to production systems, trying to classify related fuzzy parameters and vari-ables. In addition, the concept of resilient systems are reviewed and extended to production. Finally, it is proposed an approach to establish resilient production systems using the fuzzy set theory

Carvalho, H., S. G. Azevedo, and V. Cruz-Machado. "Agile and resilient approaches to supply chain management: influence on performance and competitiveness." Logistics Research 4 (2012): 49-62. AbstractWebsite

Supply chain management must adopt different and more innovative strategies that support a better response to customer needs in an uncertain environment. Supply chains must be more agile and be more capable of coping with disturbances, meaning that supply chains must be more resilient. The simultaneous deployment of agile and resilient approaches will enhance supply chain performance and competitiveness. Accordingly, the main objective of this paper is to propose a conceptual framework for the analysis of relationships between agile and resilient approaches, supply chain competitiveness and performance. Operational and economic performance measures are proposed to facilitate the monitoring of the influence of these practices on supply chain performance. The influence of the proposed agile and resilient practices on supply chain competitiveness is also examined in terms of time to market, product quality and customer service.

Carvalho, Helena, Susana Duarte, and Cruz V. Machado. "Lean, agile, resilient and green: divergencies and synergies." International Journal of Lean Six Sigma 2 (2011): 151-179. AbstractWebsite

Purpose – This paper aims to explore the divergences and commitments between the lean, agile, resilient and green paradigms while investigating the effect of paradigms' practices within supply chain attributes.
Design/methodology/approach – A conceptual model with lean, agile, resilient and green practices and supply chain management attributes is proposed. Causal diagrams were used to represent the relationships between paradigm practices and supply chain attributes. The four diagrams were aggregated to build the conceptual model.
Findings – The conceptual model allows for the identification of synergies and divergences resulting from the paradigms practices implementation. The synergies between paradigms are related to “information frequency” and “integration level” increasing as well as reduction of “production lead time” and “transportation lead time”. However, other supply chain attributes such as “capacity surplus”, “inventory level” and “replenishment frequency” are affected in opposite directions by some paradigms creating divergences.
Research limitations/implications – The model relationships were established using an anecdotal approach derived from the literature review, reflecting only a partial view of supply chain dynamics. More research related to other supply chain attributes and/or paradigm practices, and validation of the proposed relationships is suggested.
Practical implications – The proposed model can be the basis for further research in lean, agile, resilient and green paradigms, contributing to a more sustainable and competitive lean supply chain with the necessary agility toward a quick response, resiliency to disruptions, and harmonization with the ecologic and environmental aspects. Originality/value – To the authors' knowledge this paper is the first to provide an understanding about the tradeoffs among lean, agile, resilient and green supply chain paradigms.

Carvalho, H., S. A. Azevedo, and V. Cruz-Machado. "Supply chain resilience: an empirical model." In Euroma 2012. Amsterdam, Netherlands, 2012. Abstract

This paper proposes a model for management of supply chain resilience. To this end the structured content analysis of media news is used to analyze a sample constituted by sixty two documents containing evidences of seventy seven companies that were affected by the Japan 2011 earthquake. The sample provides evidences that companies failed to sustain their operations mainly because capacity shortages and material shortages. Also provides empirical evidence of twelve resilience practices to reduce the disturbance severity and the recovery time. Based on these findings four propositions were made and aggregated to propose a model for supply chain resilience management.