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The case would be relevant to undergraduate level or an introductory master's level course in operations management (OM), supply chain management and production.

The case can be used as part of a core OM course in the MBA curriculum or any OM or supply chain elective.

As a highly diversified manufacturing services company, Jabil's S&OP solution supports customers across many industries such as automotive, cloud computing, consumer packaging, healthcare, mobile, retail and telecommunications. Jabil's customers expect a rapid and accurate response to their demand within hours. Previously, Jabil used a series of legacy disconnected planning tools, unsynchronized data required time-consuming manipulation with Excel. Processes were conducted in siloes leading to a “load and chase” approach, which resulted in excess inventory, component shortages and inadequate capacity. The case focuses on one of the Jabil executives, Lizet Tymon (she). Struggling with the issues caused by the disconnected planning tools, Lizet champions implementing a fully integrated suite of services (built on top of the Kinaxis' RapidResponse software platform). The technology solution proposed by Lizet was ultimately implemented across the company, and the project received high marks, and it opened up career opportunities for her. However, it was not a smooth ride at the very beginning. The case focuses on the issues experienced by Lizet, as she is introducing a new technological solution approach and trying to earn support from her team, her peers, her immediate supervisor, her customers and her higher-level executives.

The teaching objectives include: understanding and appreciating the supply chain complexities experienced by a global contract manufacturer; helping students think critically regarding the issues around the sales and ops planning; identifying the data needs for the operation and management of a worldwide, connected supply chain; investigating agile solution approaches for information sharing, decision-making and decision-sharing; and exposing the challenges associated with a large-scale technology adaptation.

This case study describes the supply chain challenges experienced by a global manufacturing solutions provider and illustrates the technology adaptation led by a female executive.

Teaching Notes are available for educators only.

CSS 9: Operations and Logistics

Some industrial organizations using computer‐integrated manufacturing (CIM) for managing intelligent product and process data during a concurrent processing are facing acute implementation difficulties. Some of the difficulties are due to the fact that CIM – in the current form – is not able to adequately address knowledge management and concurrent engineering (CE) issues. Also, with CIM, it is not possible to solve problems related to decision and control even though there has been an increasing interest in subjects like artificial intelligence (AI), knowledge‐based systems (KBS), expert systems, etc. In order to improve the productivity gain through CIM, EDS focused its information technology (IT) vision on the combined potential of concurrent engineering (CE), knowledge management (KM) and computer‐integrated manufacturing (CIM) technologies. EDS – through a number of IT and CIM implementations – realized that CE, KM and CIM do go hand‐in‐hand. The three together provide a formidable base, which is called intelligent information system (IIS) in this paper. Describes the rationales used for creating an IIS framework at EDS, its usefulness to our clients and a make‐up of this emerging IIS framework for integrated product development.

Structural performance of additively manufactured parts is deposition path-dependent because of the induced material anisotropy. Hence, this paper aims to contribute a novel idea of concurrently performing the deposition path planning and the structural topology optimization for additively manufactured parts.

The concurrent process is performed under a unified level set framework that: the deposition paths are calculated by extracting the iso-value level set contours, and the induced anisotropic material properties are accounted for by the level set topology optimization algorithm. In addition, the fixed-geometry deposition path optimization problem is studied. It is challenging because updating the zero-value level set contour cannot effectively achieve the global orientation control. To fix this problem, a level set-based multi-step method is proposed, and it is proved to be effective.

The proposed concurrent design method has been successfully applied to designing additively manufactured parts. The majority of the planned deposition paths well match the principle stress direction, which, to the largest extent, enhances the structural performance. For the fixed geometry problems, fast and smooth convergences have been observed.

The concurrent deposition path planning and structural topology optimization method is, for the first time, developed and effectively implemented. The fixed-geometry deposition path optimization problem is solved through a novel level set-based multi-step method.

The purpose of this paper is to address the capture and documentation of essential design for manufacture (DFM) pieces of information to make design decisions. Essential manufacturing information is that which can affect the fulfilment of functional requirements and product constraints. The hierarchical structure of the main components for the open architecture‐process planning model (PPM), manufacturing activity model (MAM) and manufacturing resource model (MRM) are discussed The aim of the approach is to define manufacturing knowledge structures and develop a knowledge‐based application for DFM.

This work addresses the capture and documentation of essential DFM pieces of information to make design decisions. Essential manufacturing information is that which can affect the fulfilment of functional requirements and product constraints. The hierarchical structure of the main components for the open architecture‐PPM, MAM and MRM are discussed. The aim of the approach is to define manufacturing knowledge structures and develop a knowledge‐based application for DFM.

This paper gives details of the application framework development by integrating object‐oriented technology and component‐based development. This will help to achieve large‐scale software reuse for manufacturing application development projects. This paper also gives an overview of a computer system for automated concurrent engineering, and more particularly, to a method for the concurrent design of parts, tools and processes.

The workability of this approach was tested in a machine‐tool manufacturing firm and the same has been presented as a case.

Because of the importance and potential usefulness of construction market statistics to firms and government, consistency between different sources of data is examined with a view to building a predictive model of construction output using construction data alone. However, a comparison of Department of Trade and Industry (DTI) and Office for National Statistics (ONS) series shows that the correlation coefcient (used as a measure of consistency) of the DTI output and DTI orders data and the correlation coefficient of the DTI output and ONS output data are low. It is not possible to derive a predictive model of DTI output based on DTI orders data alone. The question arises whether or not an alternative independent source of data may be used to predict DTI output data. Independent data produced by Emap Glenigan (EG), based on planning applications, potentially offers such a source of information. The EG data records the value of planning applications and their planned start and finish dates. However, as this data is ex ante and is not correlated with DTI output it is not possible to use this data to describe the volume of actual construction output. Nor is it possible to use the EG planning data to predict DTI construc‐tion orders data. Further consideration of the issues raised reveal that it is not practically possible to develop a consistent predictive model of construction output using construction statistics gathered at different stages in the development process.

Concurrent design and manufacturing is widely accepted as essential for obtaining an economically conceivable design solution for industrial production. Nevertheless the development of a viable computer‐aided inspection planning (CAIP) using CAD as input for effective NC‐measuring data preparation has not yet been successful. This paper introduces an approach to direct integration between CAD and CAIP by developing a feature‐based computer aided design/inspection planning (FB‐CAIP) system. The FB‐CAIP system contains a computer‐internal model of a product that contains sufficient information to guide the direct generation of NC code of the inspection activity. The developed small prototype system integrates knowledge‐based inspection planning with feature‐based CAD system for an automatic CNC measuring program generation of prismatic parts.

Growth optimism, which describes the expected future growth of a firm, is an important but underexplored construct in strategy. This paper aims to assess the planning antecedents of such growth optimism by using a large Australian sample of small enterprises.

The authors use a secondary data set, gathered among Australian small to medium enterprises (SMEs), by the Australian Bureau of Statistics (ABS). The analysis adopts a regression approach including a mediated and a non-mediated path to explore the direct and indirect effects of strategic planning and budgetary planning and management on expected future revenues.

This paper assesses the implications of concurrent strategic planning and financial management dynamic capabilities on anticipated future revenue growth, an important predisposition dynamic capability. The authors note that this configuration of actions and predisposition aligns closely with the necessary requirements for growth. The findings suggest that firms that use strategic planning and robust budget planning and monitoring processes exhibit higher optimism about future sales growth and firms that effectively configure these planning activities with market development tend to exhibit higher growth and more growth optimism.

In terms of theoretical contributions, the paper strongly supports the formality view in the formal/informal debates associated with effectuation strategies. The authors suggest that appropriate strategic and budgetary planning and control systems act as a counterbalance to organisational confusion and managerial capriciousness, leading to improved confidence among managers and their employees regarding future resource commitments and plans.

The findings of the paper are potentially important for both managers and policy makers. For managers seeking to grow their future sales, planning is shown to be an important antecedent activity. The presence of financial and strategic planning may predispose firms to make important investment decisions that drive future growth. Also, a better understanding of the firm’s current and future strategic and financial position may be evidence of effective firm management, a situation that, in turn, drives growth.

In terms of social and policy implications, the data gathered for the survey by the ABS forms a valuable collection of information in relation to business practices. Australian firms are required by law to regularly report budget plans and outcomes. The research suggests that this data can inform policy initiatives, particularly in relation to programmes that may assist small and young firms to undertake prospective strategic and budgetary planning.

To the best of the authors’ knowledge, this is the first paper to investigate the particular configuration of strategic and financial planning and anticipated sales growth in the SME context.

Due to the complexity of and variations in additive manufacturing (AM) processes, there is a level of uncertainty that creates critical issues in quality assurance (QA), which must be addressed by time-consuming and cost-intensive tasks. This deteriorates the process repeatability, reliability and part reproducibility. So far, many AM efforts have been performed in an isolated and scattered way over several decades. In this paper, a systematically integrated holistic view is proposed to achieve QA for AM.

A systematically integrated view is presented to ensure the predefined part properties before/during/after the AM process. It consists of four stages, namely, QA plan, prospective validation, concurrent validation and retrospective validation. As a foundation for QA planning, a functional workflow and the required information flows are proposed by using functional design models: Icam DEFinition for Function Modeling.

The functional design model of the QA plan provides the systematically integrated view that can be the basis for inspection of AM processes for the repeatability and qualification of AM parts for reproducibility.

A powder bed fusion process was used to validate the feasibility of this QA plan. Feasibility was demonstrated under many assumptions; real validation is not included in this study.

This study provides an innovative and transformative methodology that can lead to greater productivity and improved quality of AM parts across industries. Furthermore, the QA guidelines and functional design models provide the foundation for the development of a QA architecture and management system.

This systematically integrated view and the corresponding QA plan can pose fundamental questions to the AM community and initiate new research efforts in the in-situ digital inspection of AM processes and parts.

Presents samples of ideas and examples of concurrent engineering discussed at Management Roundtable′s Seventh International Conference on Design for Manufacturability, held in Orlando, Florida, USA.