This paper provides a five-step Enterprise Architecture Management (EAM) approach to systematically guide the development and implementation of contextualised Sales and Operations Planning (S&OP) designs.
A case study is conducted at a European chemical manufacturer. The research applies the five-step approach, embracing the descriptive and prescriptive EAM functions combined with the lens of contingency theory.
The research findings demonstrate the suitability of the proposed EAM approach for the contextualisation of S&OP designs from a contingency theory perspective. Its descriptive EAM function serves to assess context-specific S&OP challenges and enables to analyse the contextual fit of S&OP designs. Its prescriptive EAM function guides the development and implementation of context-specific S&OP designs towards increasing the S&OP effectiveness. EAM's integrated view onto people, process and information technology served to analyse current practices on the dynamics of S&OP contextualisation in innovation- and quality-driven contexts. Thereby, the paper contributes to a better S&OP contingency understanding.
The EAM approach offered in this paper provides a concrete and practically applicable guidance to support managers to face their context-specific challenges and guide the contextualisation of their S&OP designs to increase the S&OP effectiveness. Moreover, practitioners can improve their understanding regarding the need for S&OP design adjustments to reflect changes in their companies' contingencies.
The research introduces a novel EAM approach for S&OP contextualisation, particularly reflecting contingency theory's dynamic view of structural adjustments to regain fit (SARFIT).
The authors are especially thankful for the remarkable time dedicated by Chemical's S&OP team throughout this research, which would have been impossible without their great support. The research was supported by Deutscher Akademischer Austauschdienst – DAAD [PROBRAL Grant Number 57447177]; Coordenação de Aperfeiçoamento de Pessoal de Nível Superior – Brasil - CAPES [Finance Code 001] & [Grant Number 88881.198822/2018-01]; Brazilian National Council for Scientific and Technological Development – CNPq [Grant Numbers 304931/2016-0, 404682/2016-2, 311757/2018-9, 404682/2016-2, 311862/2019-5]; Carlos Chagas Filho Foundation for Research Support of the State of Rio de Janeiro – FAPERJ [Grant number E26/203.252/2017 (234159)].
Kreuter, T., Kalla, C., Scavarda, L.F., Thomé, A.M.T. and Hellingrath, B. (2021), "Developing and implementing contextualised S&OP designs – an enterprise architecture management approach", International Journal of Physical Distribution & Logistics Management, Vol. 51 No. 6, pp. 634-655. https://doi.org/10.1108/IJPDLM-06-2019-0199
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