Hans-Henrik Hvolby

Sales and operations planning (S&OP) has emerged as a planning approach that integrates tactical level decisions across functions and supply chains while aligning day-to-day operations with long-term strategy through these decisions. The extant knowledge on S&OP has evolved primarily based on the needs of mass production contexts, and applications of S&OP in engineer-to-order (ETO) contexts have not been explored by previous research. Arguing that the cross-functionally coordinated planning enabled by S&OP can improve the effectiveness of the challenging and competitively critical tendering process, this paper develops an S&OP framework for the tactical planning process design to support delivery date setting in ETO contexts. The paper adopts a systematic literature review approach for identifying the main tactical planning activities managers in ETO companies should consider while designing the S&OP process and the information inputs required for performing and coordinating these planning activities. The identified planning activities and planning inputs are synthesised to develop the proposed S&OP framework for delivery date setting in ETO contexts. The proposed framework can support managers in assessing which tactical planning activities are strategically essential in their respective companies and redesigning or reconfiguring existing planning processes to address the planning needs of their environment.

The research interest in topics related to production and supply chain planning and control in engineer-to-order (ETO) environments has grown significantly over the last three decades. One of the strategically important and challenging decision areas for planning and control in ETO environments is estimating and quoting feasible delivery dates and assessing the feasibility of customer-imposed delivery dates, collectively referred to as delivery date setting (DDS). While DDS has received substantial attention in literature, research supporting the process in ETO companies is fragmented – lacking clear guidelines for industrial practice and gaps to guide future research on the topic. To address these issues, this study systematically reviews literature supporting DDS in ETO environments, identifying tools and practices proposed in the extant literature, and proposing an agenda for future research. Findings suggest that most of the research has focused on developing planning and decision-support tools for tactical capacity planning to support reliable DDS, however, with a noticeable lack of alignment with industrial decision-support needs of ETO environments. Furthermore, despite previous research emphasising the importance of high levels of coordination and formalisation in the DDS process, there is a lack of research to guide practitioners in achieving high levels of coordination and formalisation.

The logistics activities of sterile instruments are both labour- and cost-intensive. Automating sterile instrument transportation offers an excellent opportunity to reduce staff members’ responsibilities and time committed to that task. With recent technological advances in material handling, autonomous mobile robots offer an innovative solution for transporting sterile instruments, especially in dynamic environments such as hospitals. However, hospital planners need guidance in deciding when to apply which material handling systems to achieve optimal performance. This study uses a multiple case study to map sterile instrument logistics and evaluate the transportation performance of material handling systems in terms of flexibility, productivity, quality/service, and costs. Applying contingency theory and analysing the relationships between material handling systems and hospital characteristics, we contribute with a strategic fit framework showing the ideal states to achieve high performance.