Global Sales and Operations Planning: exploring transitional pathway from a fit perspective

Zishi Wu*, Charles Møller

*Corresponding author for this work

Research output: Contribution to journal/Conference contribution in journal/Contribution to newspaperConference articleResearchpeer-review

Abstract

This paper adopted a longitudinal case study and thematic analysis to explore how a firm adapts global S&OP structure and process to evolving business environments. The study traces the evolution of S&OP through close collaboration with a leading industry entity that implemented a global S&OP at headquarter. This investigation identified four pivotal events that have significantly influenced the contextual environment of S&OP. Data for the study were collected through various methods, including semi-structured interviews, direct observations, analyses of meeting notes, and strategy reports. This research illuminates the dynamic attributes of S&OP from a fit perspective. These transitional pathways have been categorized as direct, indirect, conditional, and temporary. The study reveals that dynamics complexity, such as supply uncertainty, is one of key drivers of S&OP temporary and indirect transition. Changes in Organizational characteristics is more complex, which often require the use of S&OP flexibility for direct transition.

Original languageEnglish
Book seriesIFAC-PapersOnLine
Volume58
Issue27
Pages (from-to)1200-1209
Number of pages10
ISSN2405-8971
Publication statusPublished - 2024
Event18th IFAC Workshop on Time Delay Systems, TDS 2024 - Udine, Italy
Duration: 2 Oct 20235 Oct 2023

Conference

Conference18th IFAC Workshop on Time Delay Systems, TDS 2024
Country/TerritoryItaly
CityUdine
Period02/10/202305/10/2023

Keywords

  • Qualitative longitudinal case study
  • Sales and Operations planning
  • thematic analysis
  • transition pathways

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