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Azevedo, S. G., H. Carvalho, and V. Cruz-Machado. "Using interpretive structural modeling to identify and ranking performance measures: an application in the automotive supply." Baltic Journal of Management in press (2013). Abstract

Purpose - The main objective of this paper is to identify and rank a set of performance measures using the Interpretive Structural Modeling (ISM) approach to support the automotive supply chain performance evaluation.
Design/methodology/approach - The paper develops a framework to analyze the interactions among a suggested set of performance measures using the {ISM} approach. To identify the contextual relationships among the suggested measures, five experts from the automotive industry were consulted.
Findings - Using the {ISM} approach the performance measures were clustered attending to their driving and dependence power. Inventory level and lead time are the two performance measures at the bottom level of the hierarchy, implying higher driving power. Also, operational costs, business wastage, environmental costs, delivery time and customer satisfaction are identified as autonomous measures. This means that they are relatively disconnected from the other suggested performance measures. It is also observed that the cash-to-cash cycle is a weak driver but strongly dependent on the other performance measures.
Practical implications - The proposed approach gives managers a better understanding on mutual influences of performance measures (driving performance measures) and also those measures which are most influenced by others (dependent performance measures). Using {ISM} managers can get insight on the order and direction of complex relations among the suggested performance measures. This kind of information is strategic for managers could identify which performance measures they should concentrate on, and how they can manage the tradeoffs between them.
Originality/value - This paper highlights the deployment of {ISM} as a manager' decision support tool in the identification and ranking of a set of performance measures to make part of a supply chain performance measurement system.

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.

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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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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, 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., 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

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 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. 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, H., and V. Cruz-Machado. "A Supply Chain Mapping Framework for Resilience Modeling." In 17th International Annual {EurOMA} Conference. Porto, Portugal, 2010. Abstract
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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.

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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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.

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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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

Azevedo, S. G., S., Carvalho, H., H., Cruz-Machado, and V. "RFID application infant security systems of healthcare organizations.", 45-57. Advances in Intelligent Systems and Computing., 2014. Abstract
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Carvalho, H., and V. Cruz-Machado. "Resilient Supply Chains." In Actas das Conferências "Engenharias'07"- Inovação & Desenvolvimento, 304-309. Vol. I. Covilhã, Portugal: Universidade da Covilhã, 2007. Abstract

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

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.