Publications

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2017
Duarte, Susana, and V. Cruz-Machado. "An investigation of lean and green supply chain in the Industry 4.0." Proceedings of the International Conference on Industrial Engineering and Operations Management. 2017 (2017): 255-265. Abstract

Industry 4.0 is the new paradigm of the fourth industrial revolution; it embodies a smart industry by applying advanced information and communication systems, and high technology. These advancements evolved and assisted the supply chain to become a more adaptive network creating new opportunities for supply chain competitiveness. Management paradigms as lean and green can develop improvements in the supply chain. The integrative lean and green approach eliminates non-value added activities and at the same time reduces environment impacts and risks throughout the supply chain operations. This study is motivated by the lack of evidence how the lean and green supply chain should evolve to work efficiently in Industry 4.0 environment. The purpose of this study is to investigate whether Industry 4.0 can support the implementation of the lean and green supply chain. Based on literature review, a conceptualization of the relations between Industry 4.0, supply chain management and lean and green paradigms is presented. This paper provides an understanding of how this new industrial revolution incorporated lean and green supply chain paradigms.

2016
do de Cabrita, {Maria Rosário Meireles Ferreira}, {Susana Carla Vieira Lino Medina} Duarte, {Helena Maria Louren{\c c}o} Carvalho, and Virgilio Cruz-Machado. "Integration of Lean, Agile, Resilient and Green Paradigms in a Business Model Perspective: Theoretical Foundations." IFAC-PapersOnLine. 49 (2016): 1306-1311. Abstract

In response to the ongoing multidimensional change occurring in the external environment organizations are beginning to recognize management paradigms as Lean, Agile, Resilient and Green (LARG) as drivers to achieve sustainable competitive advantage. The organizations need to adapt and create new business models. A systematic approach to integrate the LARG principles in a Business Model Canvas (BMC) perspective will be a step in the process of achieving the ideal approach. It will provide a broader perspective to identify critical factors to include in the organization's business model, how and why they are related, and which are the conditions and boundaries of these relationships. Although recognizing some limitations when trying to align LARG principles and the building blocks of BMC, this research aims to contribute to the discussion on creating an ideal type of business models to be integrate the LARG paradigm.

2015
Duarte, Susana, and Virgilio Cruz-Machado. "Investigating lean and green supply chain linkages through a balanced scorecard framework." International Journal of Management Science and Engineering Management. 10 (2015): 20-29. Abstract

This paper investigates how to evaluate lean and green supply chain performance through a traditional Balanced Scorecard (BSC). To attain the paper's objective, in a first stage a literature review was carried out to provide a comprehensive understanding of how lean and green can be compatible in a supply chain, how the performance should be evaluated, and how the BSC can evaluate the lean and green supply chain performance. Next, a conceptual framework was developed to investigate how lean and green initiatives can affect supply chain performance. A causal diagram was used to represent the relationships between each lean and green measure through the traditional four BSC perspectives: financial, customer, internal business process and learning and growth. It is possible to recognize that lean and green initiatives influence the linkages between performance measures. These linkages were established by anecdotal evidence derived from the literature review; they are an example of how to evaluate the organization's supply chain. The proposed diagram can be the basis for further research in lean and green supply chain performance. To the author's knowledge, this study is the first to attempt to understand how to apply BSCs to evaluate the integration of lean and green paradigms on supply chain performance.

2012
Azevedo, {Susana G. }, Helena Carvalho, Susana Duarte, and V. Cruz-Machado. "Influence of green and lean upstream supply chain management practices on business sustainability." Ieee Transactions On Engineering Management. 59 (2012): 753-765. Abstract

Green and lean paradigms have been adopted by companies in order to manage their relationships with suppliers in a supply chain management context, but nearly always separately and with little understanding of their influence on company performance. This paper proposes a theoretical framework for the analysis of the influence of green and lean upstream supply chain management practices on the sustainable development of businesses. To attend this objective, a set of performance measures covering economic (operational cost, environmental cost, and inventory cost), environmental (business wastage, green image, and CO 2 emission), and social (corruption risk, supplier screening and local supplier) perspectives is proposed. An explanatory case study was conducted at a Portuguese automaker to test qualitatively the validity of the proposed theoretical framework. From the case study, a model is suggested, which encompasses the relationships between green and lean upstream supply chain practices and sustainable business development.