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Carvalho, H., and V. Cruz-Machado. "Supply chain: mapping for resilience." In 4th CSCMP European Research Seminar (ERS). Copenhagen, Denmark, 2009. Abstract

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Carvalho, Helena. Modelling resilience in supply chain In Universidade Nova de Lisboa. Lisbon: Universidade Nova de Lisboa, 2012.phd_hmlc.pdf
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., and V. Cruz-Machado. "Designing principles to create resilient Supply Chains." In Proceedings of the 2007 Industrial Engineering Research Conference, 186-191. Nashville, USA, 2007. Abstract

This paper explores the designing principles to create resilient Supply Chains ({SC)} with the ability to return, rapidly, to the initial stage or to an improved one after a disturbance occurrence. Supply chain disturbances and failure modes are identified and discussed. The concept of resilience applied to {SCs} is defined and explored; a conceptual {SC} Resilience Index and a {SC} Resilience Indicator are proposed. A framework for the design of resilient supply chains is introduced, identifying main {SC} characteristic that can be modified to increase {SC} resilience and to mitigate its inherent vulnerability. An exploratory simulation study is presented to test the design of alternative {SC} scenarios.

Carvalho, H., S. G. Azevedo, and V. Cruz-Machado. "Supply chain performance management: lean and green paradigms." International Journal of Business Performance and Supply Chain Modelling 2 (2010): 304-333. AbstractWebsite

Supply chain management ({SCM)} is crucial for increasing organisational effectiveness, enhancing competitiveness, customer service and profitability. Actually, the lean and green philosophies have been adopted in the {SCM} context, but nearly always separately and with little understanding of their influence on supply chain performance. Accordingly, this paper intends to propose a conceptual model that explores the relationships between lean and green practices and supply chain performance. A set of lean and green {SCM} practices and a performance measurement system are suggested. The proposed performance measures intend to evaluate the practices influence on operational, economic and environmental supply chain's performance.

Carvalho, Helena. "Resiliency model for lean supply chain management." In 9th {EurOMA} Doctoral Seminar. Porto, Portugal, 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.

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., 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.

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Azevedo, S. G., K. Godivan, H. Carvalho, and V. Cruz-Machado. "Deployment of radio frequency identification technology in healthcare organizations." In POMS 23rd Annual Conference. Chicago, Illinois, U.S.A., 2012. Abstract

The Radio Frequency Identification (RFID) technology is a wireless technology that uses transmitted radio signals to tag, recognize, track and trace the movement of an item automatically. The study of this technology is actually considered a hot topic in all scientific areas and has been described as a major enabling technology for the automation of many processes. Although it is not a new technology it has only recently come to the awareness of the public and widely used in many sectors and particularly in the Healthcare. This paper aims to illustrate the deployment of RFID technology in Healthcare, more precisely in infant security systems. A case study about the experience of three hospitals and one RFID technology provider is presented to highlight the main architectural characteristics, functionality, and advantages associated to its deployment. After the case studies analysis it is possible to state that the infant security systems, using the RFID technology, are not so different among research case studies: they involve RFID tagging patients, they are easy to use not requiring an extensive training and also they are installed with an interface with others security systems.

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.

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. "Green Supply Chain Management: A Case Study Analysis of the Automotive Industry." In {APMS} 2010 International Conference Competitive and Sustainable Manufacturing, Products and Services. Cernobbio, Como, Italy: {PoliScript}, Politecnico di Milano, Italy, 2010. Abstract
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