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The purpose of this paper is to outline the role of organizational and cultural tools to increase supply chain security within the intermodal rail and road industry. Three main research questions are set, regarding: what organizational and cultural tools are used by companies within the intermodal rail and road industry; how these tools impact on security performance; and what environmental factors trigger the use of each tool.

In total, 13 companies within the intermodal rail and road industry have been studied in detail through in-depth case studies.

Results suggest that organizational and cultural tools impact positively on supply chain security, by reducing collusion and both operative and planning mistakes. In particular, such tools mitigate the effect of lack of cooperation and communication between partners and of inadequate partners.

Results point out that the ability of organizational and cultural tools to increase supply chain security has not been fully exploited yet. Tools to mitigate the negative effects on security of inadequacy of partners are not popular or they are not considered as powerful enough, despite it has been highlighted as the most relevant causal factor of lack of security.

This paper introduces a thorough overview of the effects of cultural and organizational tools on supply chain security and a detailed study of these tools in the area of intermodal rail-and-road transport.

This paper aims to focus on the outsourcing facilities management (FM) services in small to medium‐sized enterprises (SMEs).

The paper employs a Define‐Measure‐Analyze‐Improve‐Control (DMAIC) methodology. A survey in Italy, a country quite representative when talking about SMEs, is first presented and evidence from the field is discussed. Stemming from the evidence, a road‐map is presented to overcome these criticalities and to support, also in SMEs, the diffusion of the outsourcing of the FM services, whose benefits in terms of higher efficiency and better service are already being experienced by larger companies. The proposed model is then validated through the extensive survey on small and medium‐sized Italian enterprises.

The survey shows that the current level of adoption of advanced outsourcing practices is very low: less than 5 percent of the companies in the sample resort to a single supplier delivering multiple FM services. The adoption rate of such practices is hence very low, and the survey has pointed out three different levels of causes: size‐related, cultural, and managerial.

The survey used in this paper is based on a questionnaire but does not consider non‐respondents. The database of companies provided by IFMA – Italian Chapter – could also possibly introduce bias.

Starting with the early recognition that the main problem in the field implementations of result‐oriented approaches lies in determining whether the expected results have been achieved and that two key tools are available (i.e. the service level agreement and the reporting system), the model suggests a new organizational and managerial structure, even simpler than the traditional (i.e. not integrated) approach. To design the kernel of the control system, DMAIC has been used, after a specific customization.

Results show a widespread outsourcing of the facilities‐related services in the larger organizations and some hurdles of the smaller ones in exploiting all the opportunities offered, so that – on average – the management of facilities‐related services represents an opportunity to exploit rather than an actually implemented methodology.

Only a few international contributions refer to local environments: here an extensive survey involving more than 1,000 Italian companies is presented.

Focuses on total productive maintenance (TPM) practices in Italy. Surveys a set of companies in manufacturing industry and where programme kick‐off only has been performed. Employs the most important findings of the survey to design and implement a new taxonomy, by means of which TPM programmes can be classified along seven dimensions that refer to the most relevant characteristics and properties of each TPM programme. Finally, suggests a more general conceptual model capable of outlining the distinctive features of each TPM approach when facing a specific industrial environment.

The standpoint of this research lies in the study of the CPFR process for trading partners (belonging to the same supply chain) who are willing to collaborate in exchanging sales and order forecast. This points out the need for providing a collaboration process with an intelligent tool to optimise negotiation.

A literature review and classification has been carried out concerning autonomous agents used to manage supply chain processes. To evaluate the strengths coming from an intelligent system embedded within the CPFR process, several experiments in different conditions were conducted using simulation tool.

The analysis of experimental results points out that the agent‐driven negotiation process (by comparison to CPFR without intelligent agents) benefits in terms of costs, inventory level, stock‐out level and sales.

The study represents a one‐to‐one scenario, in which only two trading partners collaborate. Further, research has been identified to extend the work.

The study represents a first step towards the analysis of a multi‐agent system being used to automate and optimise collaboration along a supply chain.

The study represents a novel approach to resolving exceptions concerning sales and forecast data.

The purpose of this paper is to propose a practical method to elicit – in a manner grounded in fact – the “as is” supply chain strategy that a business unit currently has in place. It also proposes a framework to represent the supply chain strategy of a business unit in a clear and actionable manner.

A framework to represent the supply chain strategy of a business unit was developed through inductive theory generation. A method to elicit the current, “as is” supply chain strategy of a business unit was developed through collaborative management research projects and validated by several third-party projects.

In different projects – many conducted by third parties – the method was found to be a useful approach to elicit the “as is” supply chain strategy of a business unit. Practitioners found value in representing a supply chain strategy as a conceptual system serving as a logical bridge between the overall strategy and the supply chain operations of the business units.

The proposed framework may have limited scalability beyond a single business unit. The proposed method may be less useful when the supply chain strategy is undergoing a dramatic transformation, or when the participants from the company are either not fully engaged in the exercise or knowledgeable about the strategic rationale behind activities.

The paper provides an innovative approach to tap into the tacit knowledge of the organization to reveal the patterns of decisions underpinning its current supply chain strategy and to characterize the supply chain strategy of a business unit as a conceptual system.

This note explores the applicability of evaluation criteria to the problem of evaluating the supply chain strategy (SCS) of an organization. A discussion of SCS evaluation is relevant today, as the validity of the dominant approach – proposed two decades ago and based on matching types – has come into question. While evaluation criteria have a long history in other disciplines, they are new to SCS evaluation. To help supply chain (SC) scholars assess the applicability of evaluation criteria to SCS, this note proposes a tentative set of criteria and provides insights derived from the authors’ recent experience. We propose that the use of criteria for the evaluation of SCS may be a useful alternative, or at least a complement, to the dominant approach. These proposed criteria are currently being validated in a project with a company in Uruguay; we invite further empirical validation by third parties.

In many industrial contexts, firms are encountering increasingly uncertain demand. Numerous factors are driving this phenomenon; however, a major change that is spreading among different sectors is the ever‐growing attention to customers. Companies have identified that customers are critical not only because they directly influence the success of specific products or firms, but also because they play a fundamental role in many internal processes. Although the role of customers in business processes has been deeply analysed, the issue of demand forecasting and the role of customers has not been fully explored. The present study aims to examine the impact of heterogeneity of customer requests on demand forecasting approaches, based on three action research cases. Based on the analysis of customer behaviour, an appropriate methodology for each case is designed based on clustering customers according to their demand patterns.

Objectives are achieved by means of three action research case studies, developed in cooperation with three different companies. The paper structures a general methodology based on these three experiences to help managers in better dealing with uncertain demand.

By means of proper analysis of customers' heterogeneity and by using simple statistical techniques such as cluster analysis, forecasting performance can significantly improve. In these terms, this work claims that focusing on customers' heterogeneity is a relevant topic both for practitioners and researchers.

The paper proposes some specific guidelines to forecast demand where customers' differences impact significantly on demand variability. In these terms, results are relevant for practitioners. Moreover, the paper claims that this issue should be better analysed in future researches and proposes some guidelines for future works.

The purpose of this paper is to propose an empirical investigation targeting companies operating in Northern Italy and focusing on some main topics of maintenance.

Through a combined application of factor analysis and cluster analysis, the paper first identified the main approaches implemented by Italian companies with the purpose of preventing failures and reducing their consequences. Then, the paper grouped companies on the basis of such approaches, and derived the profile of each cluster, in terms of both the company's characteristics and some key maintenance elements, including the maintenance policy or the use of advanced techniques to make maintenance interventions more effective.

Results of this study suggest that the approach to maintenance management could be related to the implementation of specific maintenance policies, as well as to other topics, such as the company characteristics, the use of advanced techniques for enhancing maintenance effectiveness and the criteria used for selecting the maintenance policy.

The sample of companies investigated in this study is quite limited, and prevented the possibility of providing statistical evidence of all outcomes.

The outcomes of this study can be useful for practitioners to understand the positioning of companies towards the implementation of maintenance policies, as a function of their approach to maintenance management.

This study complements previous empirical works on maintenance by exploring the relationships between maintenance management, maintenance policies, the application of different tools and techniques for maintenance management, and the criteria adopted for the maintenance policy selection.

The purpose of this paper is to provide a systematic review of the literature on Collaborative Planning, Forecasting and Replenishment (CPFR). The review emphasises the descriptors of CPFR implementation and models, as well as the impact of CPFR and other supply chain collaboration (SCC) initiatives on supply chain (SC) performance.

The systematic review includes 50 full-text papers retrieved from four databases: Emerald, EBSCO, ScienceDirect and Wiley. Rigorous and verifiable keywords, review steps and selection criteria were applied to the database and inter-coders agreement was systematically checked.

There is no consensus regarding the breadth and scope of CPFR configurations. CPFR is context-dependent and varies according to the configuration of the SC. Trust, information-communication technology and the quality of information sharing are main enablers and inhibitors of implementation.

Practitioners will benefit from insights related to the choice of SCC configurations (e.g. number of partners, nature of products and spatial complexity), the importance of trust and empowerment for SCC and the need to outweigh carefully the costs and benefits of specific SCC before implementation.

CPFR, which is considered by many to be the most advanced and the most comprehensive SCC process and has a direct impact upon SC performance. Nonetheless, efforts to synthesise the overall state of the art in CPFR have been rather limited to date. As an effort to fill this gap, this paper provides a better understanding of the role of CPFR as a determinant of SC performance. As an effort to contribute to complete the cycle of theory building based on the literature review, seven propositions for CPFR research are put forward.