Beyond S&OP Implementation: A maturity model and meta-framework for assessing and managing evolution paths

Abstract

Goal: The purpose of this paper is to present an S&OP meta-framework that combines specific S&OP tools and an original S&OP maturity model as an approach to reduce uncertainty and increase commitment in the S&OP implementation process. Design/ Methodology/ Approach: A systematic review led to the development of a six-pillar S&OP tool framework. Then, a maturity model and an S&OP implementation meta-framework, were defined for managing the introduction and evolution of S&OP dimensions. Results: The S&OP maturity model provides a structured model for identifing critical gaps in the S&OP process. Furthermore, the S&OP meta-framework - combining Action Research (AR), Kotter’s 8 steps, and agile project management approaches - provides an holistic implementation guide for promoting large-scale transformation in S&OP implementation efforts. Limitations of the investigation: The S&OP maturity model and implementation system are new empirical contributions to the literature and have not been validated in this article. Practical implications: This work provides a set of tools to address specific S&OP environments; a maturity model to diagnose the S&OP process; and an S&OP implementation framework to reduce uncertainty and increase commitment in the change process. Originality / Value: This article fills a literature gap of necessary S&OP implementation practices, contributing to: (1) an S&OP tools framework, (2) an S&OP maturity model based on evolutionary boundaries correlated to the presence of specific tools, processes and metrics, and (3) an S&OP implementation meta-framework, raising awareness in under researched S&OP dimensions for more oriented research and practices needed to promote sustainable change.

Challenges of Implementing S&OP in a Mid-sized Automotive Components Company: An Action Research Approach

“…Using a five-stage maturity scale that represents evolutionary boundaries based on the presence of tools, processes and metrics of each S&OP dimension stage, the model serves as a structured assessment guide to assess the maturity of an S&OP process in a system. The model development and its complete explanation can be found in detail in Rampon Neto et al ( 2022 ).…”

“…The action researcher acted as project manager in the organization. To conduct the process, the implementation guidelines also presented in Rampon Neto et al ( 2022 ) were followed as the general approach. The following subsections detail the actions performed and the results in the system under study.…”