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Appointment Scheduling Under a Service-Level Constraint 服务水平约束下的预约调度
3区 管理学 Q1 MANAGEMENT Pub Date : 2023-01-01 DOI: 10.1287/msom.2022.1159
Saif Benjaafar, David Chen, Rowan Wang, Zhenzhen Yan
Problem definition: This paper studies an appointment system where a finite number of customers are scheduled to arrive in such a way that (1) the expected waiting time of each individual customer cannot exceed a given threshold; and (2) the appointment times are set as early as possible (without breaking the waiting time constraint). Methodology/results: First, we show that, under the service-level constraint, a prospective schedule can be obtained from a sequential scheduling approach. In particular, we can schedule the appointment time of the next customer based on the scheduled appointment times of the previous customers. Then, we use a transient queueing-analysis approach and apply the theory of majorization to analytically characterize the structure of the optimal appointment schedule. We prove that, to keep the expected waiting time of each customer below a certain threshold, the minimum inter-appointment time required increases with the arrival sequence. We further identify additional properties of the optimal schedule. For example, a later arrival has a higher chance of finding an empty system and is more likely to wait less than the duration of his expected service time. We show the convergence of the service-level-constrained system to the D/M/1 queueing system as the number of arrivals approaches infinity and propose a simple, yet practical, heuristic schedule that is asymptotically optimal. We also develop algorithms that can help system managers determine the number of customers that can be scheduled in a fixed time window. We compare the service-level-constrained appointment system with other widely studied systems (including the equal-space and cost-minimization systems). We show that the service-level-constrained system leads to a lower upper bound on each customer’s waiting time; ensures a fair waiting experience among customers; and performs quite well in terms of system overtime. Finally, we investigate various extended settings of our analysis, including customer no-shows; mixed Erlang service times; multiple servers; and probability-based service-level constraints. Managerial implications: Our results provide guidelines on how to design appointment schedules with individual service-level constraints. Such a design ensures fairness and incorporates the threshold-type waiting perception of customers. It is also free from cost estimation and can be easily applied in practice. In addition, under the service-level-constrained appointment system, customers with later appointment times can have better waiting experiences, in contrast to the situation under other commonly studied systems. Funding: Z. Yan was partly supported by a Nanyang Technological University startup grant; the Ministry of Education Academic Research Fund Tier 1 [Grant RG17/21] and Tier 2 [Grant MOE2019-T2-1-045]; and Neptune Orient Lines [Fellowship Grant NOL21RP04]. Supplemental Material: The online supplement is available at https://doi.org/10.1287/msom.2022.1
问题定义:本文研究了一个预约系统,其中有限数量的顾客被安排到达,并且:(1)每个顾客的期望等待时间不能超过给定的阈值;(2)尽早设置预约时间(不打破等待时间限制)。方法/结果:首先,我们证明了在服务水平约束下,可以通过顺序调度方法获得预期调度。特别是,我们可以根据前一个客户的预约时间来安排下一个客户的预约时间。然后,利用暂态排队分析方法,运用多数化理论对最优预约调度的结构进行了解析表征。我们证明,为了使每个顾客的期望等待时间低于某一阈值,所需的最小预约间隔时间随着到达顺序的增加而增加。我们进一步确定了最优调度的附加性质。例如,较晚到达的人更有可能找到空系统,并且等待的时间更有可能少于他预期的服务时间。我们展示了服务水平约束系统对D/M/1排队系统趋近于无穷时的收敛性,并提出了一个简单而实用的启发式渐近最优调度。我们还开发了算法,可以帮助系统管理人员确定在固定时间窗口内可以安排的客户数量。我们将服务水平约束的预约系统与其他广泛研究的系统(包括等空间和成本最小化系统)进行了比较。我们证明了服务水平约束的系统会导致每个顾客等待时间的下上界;确保顾客有公平的等待体验;在系统加班方面表现得很好。最后,我们调查了我们分析的各种扩展设置,包括客户缺席;混合Erlang服务时间;多个服务器;以及基于概率的服务水平约束。管理意义:我们的结果为如何设计具有个人服务水平约束的预约安排提供了指导。这样的设计既保证了公平性,又融入了顾客阈值式的等待感知。它也不需要成本估算,可以很容易地在实践中应用。此外,在服务水平约束的预约制度下,预约时间较晚的客户可以获得更好的等待体验,而不是在其他常见的研究制度下。项目资助:Yan获得了南洋理工大学创业基金的部分资助;教育部学术研究基金一级[资助RG17/21]和二级[资助MOE2019-T2-1-045];和Neptune Orient Lines [Fellowship Grant NOL21RP04]。补充材料:在线补充材料可在https://doi.org/10.1287/msom.2022.1159上获得。
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引用次数: 2
Variations of the Bullwhip Effect Across Foreign Subsidiaries 牛鞭效应在国外子公司中的变化
3区 管理学 Q1 MANAGEMENT Pub Date : 2023-01-01 DOI: 10.1287/msom.2022.1137
Seungrae Lee, Seung Jae Park, Sridhar Seshadri
Problem definition: We investigate variations of the bullwhip effect across foreign subsidiaries and explore how it is affected by various features of foreign subsidiaries. Academic/practical relevance: During the era of global supply chain restructuring, researchers and executives of multinational firms should understand variations of the foreign subsidiary’s bullwhip effect, given that its reduction is a key strategy for coordinating supply chains. Methodology: Our work is based on a balanced panel data set of Korean-owned subsidiaries that provides distinguishable information on subsidiary purchases. It enables us to estimate an alternative measure for the bullwhip effect by the ratio of purchase volatility to demand volatility and compare it with the traditional measure of the ratio of production volatility to demand volatility. Results: Our alternative measure differs significantly from the traditional measure and better reflects the prevalence of the bullwhip effect across foreign subsidiaries. Using this new measure, we find that the bullwhip effect is strongly affected by country-specific factors and foreign subsidiary-specific factors. These findings support not only previous analytical findings on the bullwhip effect but also provide new remedies to reduce the bullwhip effect. Managerial implications: Our study advises managers of multinational firms. First, although locating foreign subsidiaries in developing countries tends to reduce production costs, it could instead increase the bullwhip effect, especially for politically unstable countries or those with lower import penetration. Second, we provide empirical evidence that relocating a subsidiary to a country close to its main suppliers or to one that incurs lower transportation costs will reduce the bullwhip effect. Finally, deploying expatriate managers and wholly owning the subsidiary are recommended strategies to reduce the bullwhip effect of foreign subsidiaries. Funding: This work was supported by Yonsei University [Grants 2019-22-0006, 2020-22-0089, and 2021-22-0072] and Hankuk University of Foreign Studies [Grant 2022]. Supplemental Material: The online appendices are available at https://doi.org/10.1287/msom.2022.1137 .
问题定义:我们调查了国外子公司的牛鞭效应的变化,并探讨了它是如何受到国外子公司的各种特征的影响。学术/实践相关性:在全球供应链重组的时代,跨国公司的研究人员和高管应该了解外国子公司牛鞭效应的变化,因为它的减少是协调供应链的关键战略。方法:我们的工作基于韩国子公司的均衡面板数据集,该数据集提供了子公司采购的可区分信息。它使我们能够通过购买波动率与需求波动率的比值来估计牛鞭效应的替代度量,并将其与传统的生产波动率与需求波动率的比值进行比较。结果:我们的替代度量与传统度量有显著差异,更好地反映了牛鞭效应在外资子公司中的普遍存在。利用这一新的度量方法,我们发现牛鞭效应受到国家特定因素和国外附属特定因素的强烈影响。这些发现不仅支持了以往关于牛鞭效应的分析结果,而且为减少牛鞭效应提供了新的补救措施。管理启示:我们的研究为跨国公司的管理者提供了建议。首先,虽然将外国子公司设在发展中国家往往会降低生产成本,但它反而可能增加牛鞭效应,特别是对于政治不稳定的国家或进口渗透率较低的国家。其次,我们提供的经验证据表明,将子公司迁往靠近其主要供应商或运输成本较低的国家将减少牛鞭效应。最后,建议采用外派管理人员和全资拥有子公司的策略来降低外资子公司的牛鞭效应。本研究得到延世大学[基金资助2019-22-0006,2020-22-0089和2021-22-0072]和韩国外国语大学[基金资助2022]的支持。补充材料:在线附录可在https://doi.org/10.1287/msom.2022.1137上获得。
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引用次数: 3
Mobile Payment Services, Government Involvement, and Mobile Network Operator Performance 移动支付服务、政府参与与移动网络运营商绩效
IF 6.3 3区 管理学 Q1 MANAGEMENT Pub Date : 2022-01-07 DOI: 10.1287/msom.2021.1068
Yang Dong, Sin-Geun Song, Fan Zou
Problem definition: Recent developments in mobile payment services (MPS) have shown an increasing role of mobile-government (m-government) initiatives in improving the market performance of mobile network operators (MNOs) and financial inclusion. High costs and operational challenges have discouraged MNOs from fully committing to the development of MPS, but government involvement under m-government may increase MNO user bases by providing the scale and scope necessary to incentivize MNOs. Academic/practical relevance: Extant research on mobile payment has ignored the role of governments as important stakeholders in the mobile financial ecosystem. Our research contributes to the literature by examining the role of governments as business partners in MPS launches and the effect of government involvement on MNO user bases. Methodology: Using a unique proprietary data set from the mobile network industry, we design a quasi-experiment to examine the causal effects of government involvement in MPS on MNOs’ total mobile connections. More importantly, we adopt a changes-in-changes (CIC) estimation approach to further establish nonlinear treatment effects of government involvement based on MNO size and MPS type. Results: We find that government involvement expands MNO user bases beyond MPS launches. Such effects increase with MNO size and MPS variety, favoring larger MNOs and, to a certain degree, MNOs with diverse offerings of government-involved MPS. Government involvement in MPS launches also directly benefits MNOs with microloan services. In addition, government regulations and policies to encourage financial inclusion can also expand MNO user bases. Managerial implications: Governments play a critical role in promoting technologies and financial services both as a regulator and as a business partner. To improve market performance, MNOs should take advantage of the scale and scope of government services by partnering with government agencies in launching MPS. MNOs should also embrace government policies and regulations to increase user bases.
问题定义:移动支付服务(MPS)的最新发展表明,移动政府(m-government)举措在改善移动网络运营商(MNO)的市场表现和金融包容性方面发挥着越来越大的作用。高昂的成本和运营挑战阻碍了MNO全面致力于MPS的开发,但移动政府下的政府参与可能会通过提供激励MNO所需的规模和范围来增加MNO的用户基础。学术/实践相关性:对移动支付的现有研究忽视了政府作为移动金融生态系统中重要利益相关者的作用。我们的研究通过考察政府作为商业伙伴在MPS发布中的作用以及政府参与对MNO用户群的影响,为文献做出了贡献。方法:使用来自移动网络行业的独特专有数据集,我们设计了一个准实验来检验政府参与MPS对MNO总移动连接的因果影响。更重要的是,我们采用了变化中的变化(CIC)估计方法,进一步建立了基于MNO规模和MPS类型的政府参与的非线性处理效果。结果:我们发现,政府的参与扩大了MNO用户群,超出了MPS的发布范围。这种影响随着MNO的规模和MPS的多样性而增加,有利于更大的MNO,在一定程度上,也有利于政府参与的MPS提供多样化服务的MNO。政府参与MPS的启动也直接使MNO受益于小额贷款服务。此外,鼓励金融包容性的政府法规和政策也可以扩大MNO的用户基础。管理影响:政府作为监管机构和商业伙伴,在促进技术和金融服务方面发挥着关键作用。为改善市场表现,跨国公司应利用政府服务的规模和范围,与政府机构合作推出MPS。MNO还应接受政府政策和法规,以增加用户基础。
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引用次数: 1
Editorial Board 编辑委员会
IF 6.3 3区 管理学 Q1 MANAGEMENT Pub Date : 2022-01-01 DOI: 10.1287/msom.2022.eb.v24n1
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引用次数: 0
Prescriptive Analytics in Urban Policing Operations 城市警务行动中的规范分析
IF 6.3 3区 管理学 Q1 MANAGEMENT Pub Date : 2021-11-09 DOI: 10.1287/msom.2021.1022
T. Brandt, Oliver Dlugosch, Ayman Abdelwahed, Pieter L. van den Berg, Dirk Neumann
Problem definition: We consider the case of prescriptive policing, that is, the data-driven assignment of police cars to different areas of a city. We analyze key problems with respect to prediction, optimization, and evaluation as well as trade-offs between different quality measures and crime types. Academic/practical relevance: Data-driven prescriptive analytics is gaining substantial attention in operations management research, and effective policing is at the core of the operations of almost every city in the world. Given the vast amounts of data increasingly collected within smart city initiatives and the growing safety challenges faced by urban centers worldwide, our work provides novel insights on the development and evaluation of prescriptive analytics applications in an urban context. Methodology: We conduct a computational study using crime and auxiliary data on the city of San Francisco. We analyze both strong and weak prediction methods along with two optimization formulations representing the deterrence and response time impact of police vehicle allocations. We analyze trade-offs between these effects and between different crime types. Results: We find that even weaker prediction methods can produce Pareto-efficient outcomes with respect to deterrence and response time. We identify three different archetypes of combinations of prediction methods and optimization objectives that constitute the Pareto frontier among the configurations we analyze. Furthermore, optimizing for multiple crime types biases allocations in a way that generally decreases single-type performance along one outcome metric but can improve it along the other. Managerial implications: Although optimization integrating all relevant crime types is theoretically possible, it is practically challenging because each crime type requires a collectively consistent weight. We present a framework combining prediction and optimization for a subset of key crime types with exploring the impact on the remaining types to support implementation of operations-focused smart city solutions in practice.
问题定义:我们考虑规范性警务的案例,即数据驱动的警车分配到城市的不同区域。我们分析了预测、优化和评估方面的关键问题,以及不同质量措施和犯罪类型之间的权衡。学术/实践相关性:数据驱动的规范分析在运营管理研究中获得了大量关注,有效的警务是世界上几乎每个城市运营的核心。鉴于智慧城市计划中收集的大量数据越来越多,以及全球城市中心面临的日益严峻的安全挑战,我们的工作为城市环境中规范性分析应用程序的开发和评估提供了新颖的见解。方法:我们使用旧金山市的犯罪和辅助数据进行计算研究。我们分析了强预测方法和弱预测方法,以及两种优化公式,代表了警车分配的威慑和响应时间的影响。我们分析了这些影响之间以及不同犯罪类型之间的权衡。结果:我们发现即使较弱的预测方法也可以产生关于威慑和反应时间的帕累托有效结果。我们确定了三种不同的预测方法和优化目标组合的原型,它们构成了我们分析的配置中的帕累托边界。此外,对多种犯罪类型进行优化,通常会在一个结果度量上降低单一类型的性能,但可以在另一个结果度量上提高它。管理意义:虽然整合所有相关犯罪类型的优化在理论上是可能的,但实际上具有挑战性,因为每种犯罪类型都需要一个一致的权重。我们提出了一个框架,结合了对关键犯罪类型子集的预测和优化,并探索对其余类型的影响,以支持在实践中实施以运营为重点的智慧城市解决方案。
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引用次数: 2
Editorial Board 编辑委员会
IF 6.3 3区 管理学 Q1 MANAGEMENT Pub Date : 2021-11-01 DOI: 10.1287/msom.2021.eb.v23n6
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引用次数: 0
RiRiShun Logistics: Home Appliance Delivery Data for the 2021 Manufacturing & Service Operations Management Data-Driven Research Challenge 日顺物流:2021年制造与服务运营管理数据驱动研究挑战的家电交付数据
IF 6.3 3区 管理学 Q1 MANAGEMENT Pub Date : 2021-07-20 DOI: 10.1287/MSOM.2021.0994
Xiaolong Guo, Yugang Yu, Gad Allon, M. Wang, Zhentai Zhang
To support the 2021 Manufacturing & Service Operations Management (MSOM) Data-Driven Research Challenge, RiRiShun Logistics (a Haier group subsidiary focusing on logistics service for home appliances) provides MSOM members with logistics operational-level data for data-driven research. This paper provides a detailed description of the data associated with over 14 million orders from 149 clients (the consigners) associated with 4.2 million end consumers (the recipients and end users of the appliances) in China, involving 18,000 stock keeping units operated at 103 warehouses. Researchers are welcomed to develop econometric models, data-driven optimization techniques, analytical models, and algorithm designs by using this data set to address questions suggested by company managers.
为了支持2021制造与服务运营管理(MSOM)数据驱动研究挑战,日顺物流(海尔集团专注于家电物流服务的子公司)为MSOM成员提供数据驱动研究的物流运营级数据。本文详细描述了来自149家客户(发货人)的1400多万份订单的相关数据,这些客户与中国420万最终消费者(家电的接收者和最终用户)有关联,涉及103个仓库的18000个库存单元。欢迎研究人员利用这些数据集来解决公司经理提出的问题,从而开发计量经济模型、数据驱动的优化技术、分析模型和算法设计。
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引用次数: 4
Editorial Board 编辑委员会
IF 6.3 3区 管理学 Q1 MANAGEMENT Pub Date : 2021-07-01 DOI: 10.1287/msom.2021.eb.v23n4
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引用次数: 0
Partial Completion as a Nonprofit Strategy 部分完工作为一种非盈利策略
IF 6.3 3区 管理学 Q1 MANAGEMENT Pub Date : 2021-06-29 DOI: 10.2139/ssrn.3684891
Can Zhang, A. Atasu, Karthik Ramachandran
Problem definition: Faced with the challenge of serving beneficiaries with heterogeneous needs and under budget constraints, some nonprofit organizations (NPOs) have adopted an innovative solution: providing partially complete products or services to beneficiaries. We seek to understand what drives an NPO’s choice of partial completion as a design strategy and how it interacts with the level of variety offered in the NPO’s product or service portfolio. Academic/practical relevance: Although partial product or service provision has been observed in the nonprofit operations, there is limited understanding of when it is an appropriate strategy—a void that we seek to fill in this paper. Methodology: We synthesize the practices of two NPOs operating in different contexts to develop a stylized analytical model to study an NPO’s product/service completion and variety choices. Results: We identify when and to what extent partial completion is optimal for an NPO. We also characterize a budget allocation structure for an NPO between product/service variety and completion. Our analysis sheds light on how beneficiary characteristics (e.g., heterogeneity of their needs, capability to self-complete) and NPO objectives (e.g., total-benefit maximization versus fairness) affect the optimal levels of variety and completion. Managerial implications: We provide three key observations. (1) Partial completion is not a compromise solution to budget limitations but can be an optimal strategy for NPOs under a wide range of circumstances, even in the presence of ample resources. (2) Partial provision is particularly valuable when beneficiary needs are highly heterogeneous, or beneficiaries have high self-completion capabilities. A higher self-completion capability generally implies a lower optimal completion level; however, it may lead to either a higher or a lower optimal variety level. (3) Although providing incomplete products may appear to burden beneficiaries, a lower completion level can be optimal when fairness is factored into an NPO’s objective or when beneficiary capabilities are more heterogeneous.
问题定义:一些非营利组织(NPOs)面临着为受益人提供异构需求和预算约束的挑战,采用了一种创新的解决方案:为受益人提供部分完整的产品或服务。我们试图了解是什么驱使NPO选择部分完成作为设计策略,以及它如何与NPO产品或服务组合中提供的多样性水平相互作用。学术/实践相关性:虽然部分产品或服务的提供已经在非营利组织的运作中被观察到,但对于什么时候它是一个合适的策略,我们的理解是有限的——这是我们在本文中试图填补的空白。方法:我们综合了两个在不同背景下运作的非营利组织的实践,开发了一个程式化的分析模型来研究非营利组织的产品/服务完成和品种选择。结果:我们确定了何时以及在何种程度上部分完成是NPO的最佳选择。我们还描述了NPO在产品/服务种类和完成之间的预算分配结构。我们的分析揭示了受益人特征(例如,他们的需求的异质性,自我完成的能力)和非营利组织目标(例如,总利益最大化与公平)如何影响品种和完成的最佳水平。管理意义:我们提供了三个关键的观察结果。(1)部分完成不是对预算限制的妥协解决方案,但在广泛的情况下,即使在资源充足的情况下,也可能是本国专业组织的最佳策略。(2)在受益人需求高度异质或受益人具有高度自我完成能力的情况下,部分提供特别有价值。自完成能力越高,最优完成水平越低;然而,它可能导致更高或更低的最佳品种水平。(3)尽管提供不完整的产品可能会给受益人带来负担,但当非营利组织的目标中考虑到公平因素时,或者当受益人的能力更加多样化时,较低的完成水平可能是最优的。
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引用次数: 2
Healthy Operation Mechanism of Innate Immune System of Quality Improvement Team in Manufacturing Enterprises 制造企业质量改进团队先天免疫系统健康运行机制研究
IF 6.3 3区 管理学 Q1 MANAGEMENT Pub Date : 2021-05-03 DOI: 10.23977/MSOM.2021.020101
Bing Zhou, Qiang Liu, Yu Guo, Chunmei Cheng
In the context of rapid economic development, the status of quality in enterprises is gradually rising, and high-quality development has become a goal that enterprises continue to pursue. In this era of quality wins, the importance of quality cannot be ignored. This has also led many manufacturing companies to set up quality improvement teams to enhance the quality of products or services and thus enhance their competitiveness. Innate immunity is the basis of immunity and the foundation of maintaining the health of the team. Therefore, the quality improvement team of a manufacturing company first needs to enhance its own immunity and strive to maintain the health of the team's own innate immune system in order to maintain the normal operation of the team. Therefore, this article aims at related issues, uses the principle of bionics, and takes innate immunity as the starting point to study the operating mechanism of quality improvement team innate immune system health in manufacturing enterprises. The antecedent variables are selected as information sharing and employee incentives; the mediating variables are the constructive elements of the innate immunity of organizational quality are quality resources and quality culture; the moderating variable is team conflict; the result variable is the health of the immune system. Through the combination and configuration of all parties, jointly construct its theoretical model, study the operating mechanism, and ultimately improve the quality of the manufacturing enterprise. The healthy operation of the team's innate immune system provides a theoretical basis.
在经济快速发展的背景下,质量在企业中的地位逐渐上升,高质量发展成为企业不断追求的目标。在这个以质取胜的时代,质量的重要性不容忽视。这也导致许多制造公司成立质量改进小组,以提高产品或服务的质量,从而提高他们的竞争力。先天免疫是免疫的基础,是保持球队健康的基础。因此,制造企业的质量改进团队首先需要增强自身免疫力,努力保持团队自身先天免疫系统的健康,才能维持团队的正常运转。因此,本文针对相关问题,运用仿生学原理,以先天免疫为切入点,研究制造企业质量改进团队先天免疫系统健康的运行机制。选取前因变量为信息共享和员工激励;组织质量先天免疫的中介变量为质量资源和质量文化;调节变量为团队冲突;结果变量是免疫系统的健康。通过各方的组合和配置,共同构建其理论模型,研究其运行机制,最终提高制造企业的质量。为球队先天免疫系统的健康运行提供了理论依据。
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引用次数: 0
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M&som-Manufacturing & Service Operations Management
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