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2012
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., A. P. Barroso, V. H. Machado, S. G. Azevedo, and V. Cruz-Machado. "Supply chain redesign for resilience using simulation." Computers & Industrial Engineering 62 (2012): 329-341. AbstractWebsite

Supply chains are facing numerous changes that are contributing to increasing their complexity and vulnerability to disturbances, therefore, to survive, supply chains must be resilient. The paper presents a supply chain simulation study for a real case concerned with the Portuguese automotive supply chain. The subset automotive supply chain involved in the case study is a three-echelon supply chain, composed by one automaker, two 1st-tier suppliers, two 2nd-tier suppliers, and one outsource entity. The purpose of the study is to evaluate alternative supply chain scenarios for improving supply chain resilience to a disturbance and understanding how mitigation strategies affect each supply chain entity performance. Two strategies widely used to mitigate disturbance negative effects on supply chains were considered and six scenarios were designed. The scenarios differ in terms of presence or absence of a disturbance in one hand and presence or absence of a mitigation strategy in other hand. To evaluate the scenarios designed, two performance measures were defined per supply chain entity, Lead Time Ratio and Total Cost.

2011
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., M. Maleki, V. Trajkovski, and V. Cruz-Machado. "Supply chain disturbances and resilience strategies: a secondary data study." In Proceedings of The Fifth International Conference on Management Science and Engineering Management, 3-9. Macau, China, 2011. Abstract

This paper is a review over a variety of events which lead to disruption conditions in supply chains and identifies correspondent resilient strategies for each condition. The paper objective is to make a link between the problems created by events and strategies that managers can use to avoid or mitigate the negative aspects of those problems and improve post- event recovery. To attain the paper objectives it was use archived media news to collect empirical data about disturbances (events), their negative effects (problems), and resilience strategies. In the data collection phase, the aim was to keep diversities and be comprehensive. Using empirical evidences from the sample is developed a graph to show the links between supply chain disturbances, problems and resilience. This research provides supply chain managers with some alternative strategies to opt for the best available decision, improving the post-event management process.

Carvalho, H., A. P. Barroso, V. H. Machado, S. G. Azevedo, and V. Cruz-Machado. "Supply chain resilience: a simulation study." In Annals of DAAAM for 2011 & Proceedings of the 22nd International DAAAM Symposium, edited by Katalinc} {Branko, 1611-1612. Viena, Austria: DAAAM International, 2011. Abstract

This paper aims to analyze the supply chain behavior when subject to disturbances using a simulation-based approach. The disturbance explored in this study is the transportation interruption between two suppliers in the automotive supply chain. The performance of the different supply chain entities is used to analyze supply chain design scenarios. The analysis of the outputs simulation study shows that even when a redundancy strategy is used, the negative effects of a disturbance are spread along the supply chain, but the resilience of supply chain entities is enhanced

2008
Carvalho, H., V. H. Machado, A. P. Barroso, and V. Cruz-Machado. Um Modelo Conceptual Para Caracterização De Distúrbios. Vila Real, Portugal, 2008. Abstract

As organizações são concebidas com o enfoque principal na eficiência. As práticas de gestão que adoptam pressupõem, regra geral, a estabilidade do ambiente onde estão inseridas. Por isso, as organizações ficam vulneráveis aos distúrbios a que são sujeitas, e cuja frequência é cada vez maior, o que condiciona a sua eficiência, o seu nível de produtividade e, consequentemente, a sua competitividade. Porque existe uma relação de interdependência mais ou menos definida entre as organizações, a ocorrência de um distúrbio numa delas pode afectar todas as que dela dependem. É, por isso, fundamental que as organizações sejam mais resilientes, isto é, sejam capazes de reagir a um distúrbio inesperado, regressando rapidamente ao estado original ou a um melhor, após a cessação do distúrbio. Neste sentido, uma das acções que pode ser tomada é a definição de planos de mitigação e/ou de contingência. A adequação de planos, de mitigação e/ou de contingência, a implementar quando uma organização está perante um distúrbio, sendo por natureza uma actividade pró-activa, pressupõe a identificação dos distúrbios a que a organização pode ficar sujeita. Atendendo a que os distúrbios podem ter características muito diferentes, no que concerne à frequência de ocorrência, efeito crítico, nível de previsibilidade, área afectada na organização e duração, e podem, ainda, ter origem em fontes diversas, internas ou externas à organização produzidas pelo Homem ou pela Natureza, é fundamental que existam modelos que permitam a sua caracterização e a quantificação do grau de severidade das suas consequências para a organização onde incidem. É possível identificar na bibliografia modelos cujo desenvolvimento está associado aos distúrbios. Contudo, o âmbito em que são desenvolvidos é muito diverso. Nenhum deles, porém, permite caracterizar os distúrbios. O principal objectivo deste artigo é apresentar um modelo conceptual que permita caracterizar os distúrbios e avaliar a severidade dos seus efeitos para a organização onde incidem.

2007
Carvalho, H., V. Cruz-Machado, V. H. Machado, A. P. Barroso, and S. G. Azevedo. "Supply Chain Management: Design For Resilient Systems." In Actas das Conferências "Engenharias'07"- Inovação & Desenvolvimento, 256-261. Vol. I. Covilhã, Portugal: Universidade da Covilhã, 2007. Abstract

In this paper, a research project intituled {“Supply} chain management: design for resilient systems” is presented. The project aim is to develop a Management Support System prototype to help managers to react quickly and efficiently to the effects of disruptions that can occur in supply chain. The research project is presented; including the current state of the art in Supply Chain disruptions, the research project objectives and main tasks. Preliminary research findings are presented and discussed.