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2012
Carvalho, Helena. Modelling resilience in supply chain In Universidade Nova de Lisboa. Lisbon: Universidade Nova de Lisboa, 2012.phd_hmlc.pdf
Azevedo, S. G., H. Carvalho, and V. Cruz-Machado. "Proposal of a conceptual model to analyse the influence of LARG practices on manufacturing." Journal of Modern Accounting and Auditing 8 (2012): 174-184. AbstractWebsite

The main objective of this paper is to propose a conceptual model about the influence of lean, agile, resilient, and green ({LARG)} practices on supply chain operational, economic and environmental performance. This model is based on the literature review about the four supply chain management paradigms and also performance measurement systems. This paper contributes to the literature by introducing a new model to improve the leanness, agility, resilience, and greenness of manufacturing supply chains. Among the suggested {LARG} practices, the ones influencing more the supply chain performance are the just in time and also the supplier relationships. Also the supply chain performance measures with more {LARG} practices influencing them are the inventory levels and the time, that is, the supply chain’s operational performance is the most affected by the simultaneous paradigms deployment in the supply chain.

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.

Azevedo, S. G., K. Govindan, H. Carvalho, and V. Cruz-Machado. "Ecosilient Index to assess the greenness and resilience of the upstream automotive supply chain." Journal of Cleaner Production in press (2012). AbstractWebsite

This paper suggests an Ecosilient Index to assess the greenness and resilience of automotive companies and the corresponding supply chain. An integrated assessment model is proposed based on green and resilient practices. The Delphi technique is used to obtain the weights of the supply chain paradigms that are the focus of the study and the corresponding practices. The application of the proposed index is then illustrated using a case study approach in the automotive supply chain; in particular the case study is focused in the link supplier/manufacturer. The case study findings confirm the applicability of this index in a real-world supply chain and highlight its managerial implications. The results show that the resilient paradigm is considered to be the one that contributes more to the competitiveness of the automotive supply chain. The green practice identified as the most important to the greenness of this industry is to reduce energy consumption. The significant contributions to resilience are sourcing strategies that allow switching of suppliers, flexible supply base/flexible sourcing and creating total supply chain visibility. The proposed index was developed in the context of automotive sector; this constitutes an initial effort to close the gap between theory and practice. Future research is needed to investigate the index applicability in different industry contexts.

Azevedo, S. A., K. Govindan, H. Carvalho, and V. Cruz-Machado. "An integrated model to assess the leanness and agility of the automotive industry." Resources, Conservation and Recycling 66 (2012): 85-94. AbstractWebsite

The main objective of this paper is to propose an index to assess the agility and leanness of individual companies and the corresponding supply chain. The index is named Agilean and is obtained from a set of Agile and Lean supply chain practices integrated in an assessment model. The Delphi technique is used to develop a series of weighted Agile and Lean {SCM} practices and also the importance of paradigms through experts in automotive research topics. As a way to illustrate the application of the index and find out if it returns return meaningful values, a case study is presented. The case study results confirm the quite easy applicability of the suggested Agilean index in a supply chain real-world setting. This index makes it possible to assess the companies and corresponding supply chain Agile and Lean behaviour, which is translated into an index score to compare competing companies and supply chains.

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.

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.

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.

Azevedo, S. G., H. Carvalho, and V. Cruz-Machado. "Agile Index: Automotive Supply Chain." World Academy of Science, Engineering and Technology 79 (2011): 784-790. AbstractWebsite

The supply chains (SCs) have to appeal to new management paradigms to improve their ability to respond rapidly and cost effectively to unpredictable changes in markets and increasing levels of environmental turbulence, both in terms of volume and variety. In this highly demanded context, the Agile paradigm provides the capabilities to SC quickly adapt to changes in the market requirements. The purpose of this paper is to suggest an Agile Index to assess the agility of the automotive companies and corresponding SCs.The proposed integrated assessment model incorporates Agile practices weighted according to their importance to the automotive SC competitiveness and obtained from the Delphi technique.

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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Azevedo, S. G., K. Govindan, H. Carvalho, and V. Cruz-Machado. GResilient index to assess the greenness and resilience of the automotive supply chain., 2011. Abstract

Purpose: The purpose of this paper is to suggest an Index entitled {GResilient} Index to assess the greenness and resilience of the automotive companies and corresponding supply chain. Design/methodology/approach: An integrated assessment model is proposed based on Green and Resilient practices. These practices are weighted according to their importance to the automotive supply chain competitiveness. The Delphi technique is used to obtain the weights for the focused supply chain paradigms and corresponding practices. The model is then tested using a case study approach in the automotive supply chain. Findings: The case study results confirmed the applicability of this Index in a real-world supply chain. The results show that the Resilient supply chain management paradigm is the one considered as the one that more contributes for the automotive supply chain competitiveness. Research limitations/implications: The proposed Index was developed in the automotive sector context therefore it could not be adjusted to a different one. Future research could consider other aggregation methods for the Index construction. Practical implications: Supply chain participants will be able to evaluate the performance of their companies or supply chain in terms of Green and Resilient paradigms. Also, the Index can be effectively employed for functional benchmarking among competing companies and supply chains.

Azevedo, S. G., H. Carvalho, and V. Cruz-Machado. "The Influence of LARG Supply Chain Management Practices on Manufacturing Supply Chain Performance." In Proceeding of the International Conference on Economics, Business and Marketing Managemen -EBMM 2011. Shangai, China, 2011. Abstract

Supply chains in an attempt to be more competitive, are adopting new management paradigm. Among these paradigms there are four that deserve particular mention because of their importance to better {SC} performance: lean, agile, resilient and green. The main objective of this paper is to propose a set of supply chain management practices to become the {SC} more lean, agile, resilient and green, which were named {LARG} practices, and to suggest a conceptual model that makes possible to analyze the influence of these {LARG} practices on manufacturing supply chains performance. Also, a set of operational, economic and environmental performance measures are suggested.

Azevedo, S. G., H. Carvalho, and V. Cruz-Machado. "Pathways Between Lean and Green Paradigms and Supply Chain Performance." In Proceedings of 2011 International Conference on Economics, Business and Marketing Management - EBMM. Shangai, China: IEEE, 2011. Abstract

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Azevedo, S. G., H. Carvalho, and V. Cruz-Machado. "A proposal of LARG Supply Chain Management Practices and a Performance Measurement System." International Journal of e-Education, e-Business, e-Management and e-Learning 1 (2011): 7-14. AbstractWebsite

Supply chains ({SC)} in an attempt to be more competitive, are adopting new management paradigm. Among these paradigms there are four that deserve particular mention because of their importance to better {SC} performance: lean, agile, resilient and green. The main objective of this paper is to propose a conceptual model for a lean, agile, resilience and green {SC}, with the purpose of improving their operational, economic and environmental performance. In this attempt a set of {SC} management practices, which were named {LARG} practices, and several performance measures are suggested. This model is based in the literature review about the four {SC} management paradigms and also {SC} performance measurement. Among the suggested {LARG} practices the ones influencing more the {SC} performance are the just in time and also the supplier relationships. Also the {SC} performance measures with more {LARG} practices influencing them are the inventory levels and the time, that is, the {SC's} operational performance is the most affected.

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.

Azevedo, S. G., and H. Carvalho. "RFID Technology in the Fashion Supply Chain: An Exploratory Analysis." In Fashion Supply Chain Management: Industry and Business Analysis, 302-326. Business Science Reference (an imprint of IGI Global), 2011. Abstract

Radio Frequency Identification (RFID) is a new technology that has received considerable attention from academics and practitioners due to its large scope of application, advantages and potentialities. This chapter aims to highlight the potentialities associated with RFID in fast moving Fashion Supply Chain Management (FSCM). The research emphasizes the technological contribution to the Fashion Supply Chain (FSC) such as speed up logistics activities, increased quality, reduced prices, and more responsive improvements for customer satisfaction. The chapter reviews the RFID technology, presents the benefits, disadvantages, and barriers associated with it. To explore the deployment of the RFID technology in the Fashion Supply Chain (FSC), a case study investigation of companies in different FSCM nodes was carried out. A cross-case analysis it is also presented to achieve a deeper understanding about this technology in a fast moving FSCM context

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., 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., 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