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Sales and Operations Planning (S&OP): Insights from a multi-case study of Brazilian Organizations

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  • Pedroso, Carolina Belotti
  • da Silva, Andrea Lago
  • Tate, Wendy Lea

Abstract

Due to the complexity of the Sales and Operations Planning (S&OP) processes, implementation can be considered difficult and challenging. In complex environments, S&OP has received little attention, academically and practically. This lack of attention leaves a gap in understanding what the enablers and barriers are for implementing and managing a more efficient S&OP process. A better understanding would help managers facilitate an effective S&OP implementation and ensure positive results. The purpose of this manuscript is to characterize the factors for successful S&OP implementation (enablers), as well as the barriers that hinder its implementation specifically in the challenging environment of Brazil. The results suggest that some success factors such as top management support, cross-functional integration, metrics and performance monitoring, information systems and understanding processes/training are critical to successfully implementing S&OP. Also, indications are that a formal structure may be necessary to support the process implementation. In these situations, an S&OP department with matrix-like reporting is recommended. The main contribution of this paper is to provide an analytical scheme to organizations wishing to implement S&OP, by outlining the main enablers and barriers found in the literature and by analyzing empirical data, giving insights for S&OP implementation, especially in challenging contexts.

Suggested Citation

  • Pedroso, Carolina Belotti & da Silva, Andrea Lago & Tate, Wendy Lea, 2016. "Sales and Operations Planning (S&OP): Insights from a multi-case study of Brazilian Organizations," International Journal of Production Economics, Elsevier, vol. 182(C), pages 213-229.
    • Handle: RePEc:eee:proeco:v:182:y:2016:i:c:p:213-229
    DOI: 10.1016/j.ijpe.2016.08.035
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    1. Tavares Thomé, Antônio Márcio & Scavarda, Luiz Felipe & Fernandez, Nicole Suclla & Scavarda, Annibal José, 2012. "Sales and operations planning: A research synthesis," International Journal of Production Economics, Elsevier, vol. 138(1), pages 1-13.
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    Cited by:

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    5. Juan García-Álvarez de Perea & Carolina Ramírez-García & Aida Del Cubo-Molina, 2019. "Internationalization Business Models and Patterns of SMEs and MNEs: A Qualitative Multi-Case Study in the Agrifood Sector," Sustainability, MDPI, vol. 11(10), pages 1-26, May.
    6. Tobias Kreuter & Luiz Felipe Scavarda & Antonio Márcio Tavares Thomé & Bernd Hellingrath & Marcelo Xavier Seeling, 2022. "Empirical and theoretical perspectives in sales and operations planning," Review of Managerial Science, Springer, vol. 16(2), pages 319-354, February.
    7. Ben Ali, M. & D’Amours, S. & Gaudreault, J. & Carle, M-A., 2018. "Configuration and evaluation of an integrated demand management process using a space-filling design and Kriging metamodeling," Operations Research Perspectives, Elsevier, vol. 5(C), pages 45-58.
    8. Goh, Shao Hung & Eldridge, Stephen, 2019. "Sales and Operations Planning: The effect of coordination mechanisms on supply chain performance," International Journal of Production Economics, Elsevier, vol. 214(C), pages 80-94.

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