Alinhamento estratégico das operações : estudos de caso na interface com marketing

Detalhes bibliográficos
Ano de defesa: 2011
Autor(a) principal: Zanon, Celeste José
Orientador(a): Alves Filho, Alceu Gomes lattes
Banca de defesa: Não Informado pela instituição
Tipo de documento: Tese
Tipo de acesso: Acesso aberto
Idioma: por
Instituição de defesa: Universidade Federal de São Carlos
Programa de Pós-Graduação: Programa de Pós-Graduação em Engenharia de Produção - PPGEP
Departamento: Não Informado pela instituição
País: BR
Palavras-chave em Português:
Palavras-chave em Inglês:
Área do conhecimento CNPq:
Link de acesso: https://repositorio.ufscar.br/handle/20.500.14289/3363
Resumo: This research presents a discussion on the strategic alignment of operations associated with an understanding of market requirements. This subject is a essential strategic issue for operations and demands an appropriate level of interaction between their interfacing processes with marketing. The first objective of this thesis is to analyse these processes in three multinational manufacturing companies located in Brazil. This analysis was grounded in three theoretical bases: the strategic alignment of operations, the operations-marketing interface and strategic consensus. It aimed to answer the following research question: how is operations alignment implemented in the interface with marketing? The second objective is to evaluate the results of the application and evaluation of a framework, which is designed to improve operations strategic alignment. The following research question was developed: which factors in the framework‟s implementation affect the strategic alignment of operations in the interface with marketing? This research addresses an under-studied area that is subject to the influence of unquantifiable human behaviours related to managers‟ strategic tasks. Studies on perceptions, behaviour, interests, conflicts and power can reveal management‟s representations which are important for the strategic alignment. Therefore, this study employed a qualitative approach and a case study method to investigate how operations alignment is implemented and to understand the factors associated with the framework. This study verified that strategic operations alignment is established through the analysis of issues related to introducing new products, meeting demand and responding to tactical and operational problems. Therefore, meetings about introducing new products and meeting demand (Sales and Operations Planning S&OP) are key determinants of capacity choices in operations, infrastructure and control systems. Consensus on operations activities is achieved during S&OP meetings, but only on issues of capacity; this restriction limits operations alignment from reaching a broad and shared understanding of the business. In the case of technological choices, strategic alignment is established through the efforts of operational managers. These managers reconcile the needs of the marketing department with the recommendations of the engineering, research and development departments, the recommendations of the headquarters specialists and issues of cost and flexibility. The factors affecting the strategic alignment of operations included the balance between intra-functional trade-offs; perceptions of managers based on scientific evidence; the joint investigation of the competitive context; reflections on the customer needs and operational performance; low perception disparity; break-downs in organisational protections and an understanding of inter-functional trade-offs.
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spelling Zanon, Celeste JoséAlves Filho, Alceu Gomeshttp://lattes.cnpq.br/7885557554922569http://lattes.cnpq.br/911751265110122444b143e2-5f09-4c9b-8302-9153c5822c812016-06-02T19:50:10Z2011-03-012016-06-02T19:50:10Z2011-02-21ZANON, Celeste José. Alinhamento estratégico das operações : estudos de caso na interface com marketing. 2011. 258 f. Tese (Doutorado em Ciências Exatas e da Terra) - Universidade Federal de São Carlos, São Carlos, 2011.https://repositorio.ufscar.br/handle/20.500.14289/3363This research presents a discussion on the strategic alignment of operations associated with an understanding of market requirements. This subject is a essential strategic issue for operations and demands an appropriate level of interaction between their interfacing processes with marketing. The first objective of this thesis is to analyse these processes in three multinational manufacturing companies located in Brazil. This analysis was grounded in three theoretical bases: the strategic alignment of operations, the operations-marketing interface and strategic consensus. It aimed to answer the following research question: how is operations alignment implemented in the interface with marketing? The second objective is to evaluate the results of the application and evaluation of a framework, which is designed to improve operations strategic alignment. The following research question was developed: which factors in the framework‟s implementation affect the strategic alignment of operations in the interface with marketing? This research addresses an under-studied area that is subject to the influence of unquantifiable human behaviours related to managers‟ strategic tasks. Studies on perceptions, behaviour, interests, conflicts and power can reveal management‟s representations which are important for the strategic alignment. Therefore, this study employed a qualitative approach and a case study method to investigate how operations alignment is implemented and to understand the factors associated with the framework. This study verified that strategic operations alignment is established through the analysis of issues related to introducing new products, meeting demand and responding to tactical and operational problems. Therefore, meetings about introducing new products and meeting demand (Sales and Operations Planning S&OP) are key determinants of capacity choices in operations, infrastructure and control systems. Consensus on operations activities is achieved during S&OP meetings, but only on issues of capacity; this restriction limits operations alignment from reaching a broad and shared understanding of the business. In the case of technological choices, strategic alignment is established through the efforts of operational managers. These managers reconcile the needs of the marketing department with the recommendations of the engineering, research and development departments, the recommendations of the headquarters specialists and issues of cost and flexibility. The factors affecting the strategic alignment of operations included the balance between intra-functional trade-offs; perceptions of managers based on scientific evidence; the joint investigation of the competitive context; reflections on the customer needs and operational performance; low perception disparity; break-downs in organisational protections and an understanding of inter-functional trade-offs.Este trabalho apresenta uma discussão sobre o alinhamento da estratégia de operações associado ao entendimento das necessidades de mercado. Esse tema é uma questão estratégica essencial para as funções de operações e exige um apropriado grau de interação de seus processos de interface com marketing. O primeiro objetivo desta tese constitui-se em uma análise dos processos de alinhamento em três empresas manufatureiras multinacionais localizadas no Brasil. Através dessa análise fundamentada em três bases teóricas o alinhamento estratégico das operações, a interface com marketing e o consenso estratégico constatou-se como se estabelece o alinhamento das operações na interface com marketing. O segundo objetivo é avaliar os resultados da aplicação de um ciclo de atividades desenvolvido para melhorar esse alinhamento e verificar quais os fatores relacionados a essa aplicação que o afetam na interface com marketing. Esses objetivos tratam de um domínio pouco explorado e sujeito à influência de aspectos humanos, que não podem ser quantificados e que estão envolvidos nas atribuições estratégicas dos gerentes. As análises que abordem percepções, comportamento, interesses, poder e conflitos podem revelar representações gerenciais relevantes ao alinhamento estratégico. Assim, optou-se por uma abordagem qualitativa. A procura pela compreensão de como se estabelece o alinhamento das operações e dos fatores associados ao ciclo de atividades determinaram os estudos de caso como método mais adequado para essa pesquisa. Verificou-se que o alinhamento estratégico das operações se estabelece a partir da análise dos problemas de introdução de novos produtos e de atendimento da demanda e constitui uma resposta aos problemas táticos e operacionais. Portanto, as reuniões de introdução de novos produtos e de atendimento da demanda (Sales and Operations Planning S&OP) são determinantes às alterações da capacidade das operações, da infraestrutura e dos sistemas de controle. O atingimento de consenso em relação às atividades operacionais se dá durante as reuniões de S&OP, mas apenas sobre as questões de capacidade, o que limita o alinhamento das operações por um entendimento compartilhado e amplo do negócio. Tratando-se de escolhas tecnológicas, o alinhamento estratégico se estabelece a partir dos esforços dos gerentes operacionais em compatibilizar as necessidades de marketing com as recomendações da área de engenharia, do setor de pesquisa e desenvolvimento, dos especialistas das sedes e de questões de custo e flexibilidade. Os fatores verificados que afetam o alinhamento estratégico das operações são o balanceamento entre os trade-offs intrafuncionais, as percepções dos gerentes fundamentadas por estudos com credibilidade científica, a investigação conjunta do contexto competitivo, as reflexões sobre o entendimento das necessidades dos clientes e do desempenho operacional, a menor disparidade de percepções, a ruptura de proteções organizacionais e o entendimento dos trade-offs interfuncionais.application/pdfporUniversidade Federal de São CarlosPrograma de Pós-Graduação em Engenharia de Produção - PPGEPUFSCarBREngenharia de produçãoEstratégia de operaçõesAlinhamento da estratégiaInterface estratégicaConsenso estratégicoEmpresáriosOperations strategyStrategic alignmentStrategic interfaceStrategic consensusENGENHARIAS::ENGENHARIA DE PRODUCAOAlinhamento estratégico das operações : estudos de caso na interface com marketinginfo:eu-repo/semantics/publishedVersioninfo:eu-repo/semantics/doctoralThesis-1-1a9ae19f1-cd33-455e-866c-5ec36972adcdinfo:eu-repo/semantics/openAccessreponame:Repositório Institucional da UFSCARinstname:Universidade Federal de São Carlos (UFSCAR)instacron:UFSCARTEXT3439.pdf.txt3439.pdf.txtExtracted texttext/plain103718https://repositorio.ufscar.br/bitstreams/5402e84b-fc4c-491e-b32a-533686a2eaa5/download66652fdfc2e9c5e71ba1cc268ac0d604MD53falseAnonymousREADORIGINAL3439.pdfapplication/pdf1894294https://repositorio.ufscar.br/bitstreams/e85cd346-a01f-47bb-95f5-c01608e15376/download32327083edfaaf2bfd148fc426e5d1c2MD51trueAnonymousREADTHUMBNAIL3439.pdf.jpg3439.pdf.jpgIM Thumbnailimage/jpeg5590https://repositorio.ufscar.br/bitstreams/9f1b957e-a97f-4fc1-acd4-9f3cb0b03555/download792595bdb693df60e5b15b0e2c683e67MD52falseAnonymousREAD20.500.14289/33632025-02-05 15:08:51.886open.accessoai:repositorio.ufscar.br:20.500.14289/3363https://repositorio.ufscar.brRepositório InstitucionalPUBhttps://repositorio.ufscar.br/oai/requestrepositorio.sibi@ufscar.bropendoar:43222025-02-05T18:08:51Repositório Institucional da UFSCAR - Universidade Federal de São Carlos (UFSCAR)false
dc.title.por.fl_str_mv Alinhamento estratégico das operações : estudos de caso na interface com marketing
title Alinhamento estratégico das operações : estudos de caso na interface com marketing
spellingShingle Alinhamento estratégico das operações : estudos de caso na interface com marketing
Zanon, Celeste José
Engenharia de produção
Estratégia de operações
Alinhamento da estratégia
Interface estratégica
Consenso estratégico
Empresários
Operations strategy
Strategic alignment
Strategic interface
Strategic consensus
ENGENHARIAS::ENGENHARIA DE PRODUCAO
title_short Alinhamento estratégico das operações : estudos de caso na interface com marketing
title_full Alinhamento estratégico das operações : estudos de caso na interface com marketing
title_fullStr Alinhamento estratégico das operações : estudos de caso na interface com marketing
title_full_unstemmed Alinhamento estratégico das operações : estudos de caso na interface com marketing
title_sort Alinhamento estratégico das operações : estudos de caso na interface com marketing
author Zanon, Celeste José
author_facet Zanon, Celeste José
author_role author
dc.contributor.authorlattes.por.fl_str_mv http://lattes.cnpq.br/9117512651101224
dc.contributor.author.fl_str_mv Zanon, Celeste José
dc.contributor.advisor1.fl_str_mv Alves Filho, Alceu Gomes
dc.contributor.advisor1Lattes.fl_str_mv http://lattes.cnpq.br/7885557554922569
dc.contributor.authorID.fl_str_mv 44b143e2-5f09-4c9b-8302-9153c5822c81
contributor_str_mv Alves Filho, Alceu Gomes
dc.subject.por.fl_str_mv Engenharia de produção
Estratégia de operações
Alinhamento da estratégia
Interface estratégica
Consenso estratégico
Empresários
topic Engenharia de produção
Estratégia de operações
Alinhamento da estratégia
Interface estratégica
Consenso estratégico
Empresários
Operations strategy
Strategic alignment
Strategic interface
Strategic consensus
ENGENHARIAS::ENGENHARIA DE PRODUCAO
dc.subject.eng.fl_str_mv Operations strategy
Strategic alignment
Strategic interface
Strategic consensus
dc.subject.cnpq.fl_str_mv ENGENHARIAS::ENGENHARIA DE PRODUCAO
description This research presents a discussion on the strategic alignment of operations associated with an understanding of market requirements. This subject is a essential strategic issue for operations and demands an appropriate level of interaction between their interfacing processes with marketing. The first objective of this thesis is to analyse these processes in three multinational manufacturing companies located in Brazil. This analysis was grounded in three theoretical bases: the strategic alignment of operations, the operations-marketing interface and strategic consensus. It aimed to answer the following research question: how is operations alignment implemented in the interface with marketing? The second objective is to evaluate the results of the application and evaluation of a framework, which is designed to improve operations strategic alignment. The following research question was developed: which factors in the framework‟s implementation affect the strategic alignment of operations in the interface with marketing? This research addresses an under-studied area that is subject to the influence of unquantifiable human behaviours related to managers‟ strategic tasks. Studies on perceptions, behaviour, interests, conflicts and power can reveal management‟s representations which are important for the strategic alignment. Therefore, this study employed a qualitative approach and a case study method to investigate how operations alignment is implemented and to understand the factors associated with the framework. This study verified that strategic operations alignment is established through the analysis of issues related to introducing new products, meeting demand and responding to tactical and operational problems. Therefore, meetings about introducing new products and meeting demand (Sales and Operations Planning S&OP) are key determinants of capacity choices in operations, infrastructure and control systems. Consensus on operations activities is achieved during S&OP meetings, but only on issues of capacity; this restriction limits operations alignment from reaching a broad and shared understanding of the business. In the case of technological choices, strategic alignment is established through the efforts of operational managers. These managers reconcile the needs of the marketing department with the recommendations of the engineering, research and development departments, the recommendations of the headquarters specialists and issues of cost and flexibility. The factors affecting the strategic alignment of operations included the balance between intra-functional trade-offs; perceptions of managers based on scientific evidence; the joint investigation of the competitive context; reflections on the customer needs and operational performance; low perception disparity; break-downs in organisational protections and an understanding of inter-functional trade-offs.
publishDate 2011
dc.date.available.fl_str_mv 2011-03-01
2016-06-02T19:50:10Z
dc.date.issued.fl_str_mv 2011-02-21
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dc.identifier.citation.fl_str_mv ZANON, Celeste José. Alinhamento estratégico das operações : estudos de caso na interface com marketing. 2011. 258 f. Tese (Doutorado em Ciências Exatas e da Terra) - Universidade Federal de São Carlos, São Carlos, 2011.
dc.identifier.uri.fl_str_mv https://repositorio.ufscar.br/handle/20.500.14289/3363
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