Transcript GEIN @ IDMEC

GEIN - IDMEC
Industrial Management
and Engineering Research Unit
Main activities in the period 2003-2008
Unidade avaliada pela FCT como VERY GOOD em Dezembro 2008
Dezembro 2008
1
Unit Description (today)
• One out of the six units of the Mechanical
Engineering Institute (IDMEC-Porto)
• Addresses the subject of Industrial Management and
Engineering
• 6 members and 7 PhD students
• The unit is coordinated by Prof. J. Sarsfield Cabral
External Scientific Council
–
–
–
Professor Alan Mercer (University of Lancaster, U.K.),
Professor Jaime Barceló (Universidade Politécnica da Catalunha, Spain)
Professor José Pinto Paixão (Faculdade de Ciências da Universidade de Lisboa)
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Mission of the GEIN unit
• To produce problem driven knowledge* in the fields of
Operations Management, Operational Research and
Information Systems, and to disseminate it at an international
level
* Dealing with areas such as Quality Management, Simulation,
Logistics, Information Systems, Data Mining, Marketing, Service
Science Engineering and Management
3
Our Vision
• To be at the cutting edge between theory and practice
– Our area is focused on engineering systems, which
requires working at the intersection of engineering,
management and social sciences
Management
Social
Sciences
GEIN
Engineering
4
Our Vision
Management
Social
Sciences
GEIN
Engineering
• We are an engineering unit, aiming to design and build
innovative systems that operate efficiently:
our research is focused on real-world problems
• We believe this approach is crucial for advanced
engineering education and benefits external organizations
5
Unit Reorganization
• In the past:
– All the Industrial Management teaching staff of our
Department was included in the research Unit
– This inclusive perspective was seen, at the time, as the
best way of encouraging research activities amongst
the teaching staff
Results:
a considerable number of less research active members
penalized the global performance of the Unit
the average scientific productivity was below the
expected standards
6
Unit Reorganization
• The new strategy for improving R&D productivity
involved:
– The identification and selection of the more active elements
(the Unit restarted with only five PhD members)
– The setup of two focused research groups in the areas of
operational research and information systems (notice that
operations management is the background knowledge of the
Unit members)
– The definition of clear R&D productivity objectives
– The progressive integration of more researchers, according
to their R&D performance
The goal is, in the near future, to be a group with a specific
research line, merged in the new broaden IDMEC Unit
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Actions Taken
• Examples:
– Increased involvement with other external institutions (e.g.,
Texas State University, Carnegie Melon, MIT, Birkbeck,
Univ. Warwick, LIACC, Univ. Católica, Univ. Minho, Univ.
Nova, etc.)
– Development of the Doctoral Programme
– Regular staff seminars
• to present current research projects
• to discuss selected research topics considered of future
interest
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Current Structure
• Information Systems Group (J. F.
students: J. Moreira, C. Martins, R. Branco)
Cunha, J. L. Borges; PhD
Main lines:
• Modelling complex systems and enhancing service delivery
systems through technology (in particular, applied to ebusiness in the context of multi-channel services)
• User interaction behaviour with Web systems, fixed and
mobile
• Information systems for supporting bus, driver or crew
scheduling and rostering
• Trip time prediction in mass transit companies
Focus: to address problems raised by end user requirements
when utilizing information systems or when analyzing data to
support decision making in organizations
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Current Structure
• Operational Research Group (J. S.Cabral, A.Camanho, J. F. Sousa; B.
Almada-Lobo; PhD students: I. Ferreira, G. Beirão, P. Júnior, P. Morais)
Main lines:
• Efficient algorithms and heuristics to generate good quality
solutions for problems (ranging from attribute ranking to
production planning and scheduling)
• Performance assessment exploring the Data Envelopment
Analysis methodology (ranging from assessing the performance
of schools to the quality of life in cities)
• Decision making procedures based on Applied Statistics
Focus: to develop problem driven models to be manipulated,
tested and implemented
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The Doctoral Programme
• The PhD Programme in Industrial Engineering and Management
was established in 2004, and was adapted to the Bologna
requirements in 2006
• It is coordinated by one of the unit members
• It is a central source of talented research students for our Unit
Some indicators:

Thesis concluded - 9

Research work in progress - 20

Students currently going through the academic component - 4
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Research Strategy
• To select problems that require multidisciplinary knowledge and skills,
and have a high scientific potential
• Essentially, such problems are raised by the need of improving
operations performance within service or manufacturing organizations
• To promote teamwork between the two groups (Information Systems
and Operational Research)
• To foster cooperation with other research units and with
external/international organizations (e. g., Carnegie Melon, MIT,
London Univ., Warwick Univ., etc.)
• To present systematically the research results in peer review
international conferences and to publish them in leading journals
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Unit Achievements
•
16 papers published in peer-review international journals from 2003 to 2006, plus 8 in
2007 and 11 in 2008.
•
25 papers published in proceedings of international conferences from 2003 to 2006,
plus 8 in 2007 and 3 in 2008.
•
Authorship of 4 textbooks chapters from 2003 to 2006, plus 2 in 2007 and 5 in 2008.
•
Editors / Authors of 5 books from 2003 to 2006, plus 1 in 2007 and 0 in 2008.
•
Members of scientific programs of more than 20 International Meetings
•
Members of organizing committees of 3 International Conferences
•
General chair of 1 International Conference and 2 Workshops
•
Supervised 9 PhD completed thesis
•
Enrolled 10 industry contract research projects (>1.5 million Euros)
•
Enhanced international contacts through papers co-authored by foreign researchers
•
A patent is pending as a consequence of the project [SMSBUS 2004]
•
Leading participation of the members in Engineering Education: Heads of
“Integrated Master in Industrial Engineering and Management” and of “Master on
Services Engineering and Management”. Other members of the unit are also
members of the scientific committees of these educational programs
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Publication Indicators
Year
Books
Editors
Book
Chapters
Papers Int.
Journals
Papers Nac.
Journals
Papers
Proc.
Total
Publications
PhD
Members
2003
2004
2005
2006
2007
2008
Total
1
0
4
0
1
0
6
0
0
2
2
2
5
11
4
2
5
5
8
11
35
0
1
0
3
1
1
6
6
5
7
6
8
3
35
11
8
18
16
20
20
93
0
2
2
1
3
2
10
5
5
5
5
6
6
* Includes International Journals, ISI Journals and ISI Proceedings
12
10
Papers Int.
Journals
8
6
Members
4
2
0
2003
2004
2005
2006
2007
2008
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Information Systems Group
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Research Projects
Information Systems Group
 icBench - Advanced Benchmarking Internet System for the
Construction Industry (2005 - …) www.icbench.net
The general objective of the project is to develop a benchmarking structure
and an open Web based system adaptable to other sectors (with FEUP, INEGI,
AICCOPN, AdI, and funded by InCI). Originating the CEDI spin-off (“Centro
de Estudos de Desempenho Industrial”).
• J. Falcão e Cunha
- “icBench - Key Performance Indicators for the Portuguese Construction Industry”, in Exploiting the
Knowledge Economy, Paul Cunningham and Miriam Cunningham (Eds.), IOS Press, 2006, pp.
1131-1139.
- “icBench – A Benchmarking Tool for Portuguese Construction Industry Companies”, in
International Journal for Housing Science and its Applications, Orktay Ural (Editor-in-chief), Vol 31,
N. 1, 2007, pp. 33-41.
- “icBench – a Benchmarking Tool for Portuguese Construction Industry Companies. XXXIV IAHS
World Congress – Sustainable Housing Design, Nápoles, Itália, 2006.09.20-23, pp.180.
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40 companies registered in the prototype phase: builders, suppliers and
consultants.
 Platform being extended to High-School Education benchmarking.
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Research Projects
Information Systems Group
 ServImprov - An Innovative Framework for Improving Web
Services to Customers of Multi-Channel Service Operations – a
Marketing and Engineering Approach (2003 - …)
The general objective of the project is to develop methods to improve
the design of multi-interface service systems (with Banco BPI, and
Texas State University, funded by AdI). Originating the SEB – Service
Experience Blueprint, and the SSD – Service System Design.
• J. Falcão e Cunha
- “Improving Satisfaction with Bank Service Offerings: Measuring the Contribution of each
Delivery Channels, in Managing Service Quality Journal, Vol. 13, No. 6, 2003, p. 471-483.
- “A Master Program in Services Engineering and Management at the University of Porto”, in:
Service Science, Management and Engineering (SSME) Education for the 21st Century, Bill Hefley,
Wendy Murphy (Eds.), Springer, 2008, pp. 181-190.
- “Designing multi interface service experiences: the Service Experience Blueprint”, accepted for
publication in the Journal of Service Research.
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Customer swimlane
[reject]
W
[accept]
Request
account info
Accept IB
suggestion
Provide customer
ID and account
Continue to IB
account info SEB
Line of interaction
F
Bank employee swimlane
frontstage
Continue to BB
account info SEB
Employee
visible actions
F
Suggest IB
service
Internet Take customer to
IB access
Bank Banking
employee
Request customer
ID and account
Explain IB
service
Line of customer visibility
Employee
invisible actions
select new
user
backstage
Technology enabled
system swimlane
Line of internal interaction
request new
user
Intranet
interface
Line of employee visibility
F
Create user
Backend system
activity
W
Waiting point
F
Fail point
Beginning of process
Service interface link
End of process
SEB – Service Experience Blueprint for Explaining IB Service
for Gathering Current Account Information
Being used by Banco BPI and by SONAE Distribuição (Banking and Retailing)
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Research Projects
Information Systems Group
 RCM – Network of Excellence in Mobility (2005 - …)
http://rcm.inescporto.pt
The general objective of the project is to stimulate studies and projects
related to supporting mobility of people. The project involves several
ICT research institutes and companies and transport companies (with
INESC Porto, STCP, EFACEC, Novabase-OCTAL Mobicomp,
Sistrade, Geonav, ELO, OPT, INEGI, Centro de Computação Gráfica,
funded by AdI).
Originating several projects: SMSBUS™, BUSMAP, TRANSMOV, and
IMS.
• J. Falcão e Cunha, J. A. Cabral
- PATENT being proposed: “Method for Providing Reliable and Useful Real Time Information of
Vehicles’ Timetables using Text Messages for Mobile Devices with Small Screens - The RETI
Method – Reliable Time to Travel Information Method.”
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SMSBUS (with STCP, INEGI and OPT):
- 40.000 messages a day during initial
month of free usage (4.000, after 0.20€
cost).
- 2005: 1st prize IV Fórum Telecom
“Public Services of Information”.
- 2006: 1st prize Deloitte/Diário
Económico “Electronic Services”.
BUSMAP (with STCP, INEGI
and OPT):
- 2000 bus stops, in Porto.
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Research Projects
Information Systems Group
 MASCARA - Demand Responsive Transport Service for Increasing
Social Cohesion in Urban/Rural Areas (2005 -2008)
www.mascaraproject.com Cork City Council, FEUP, Universiteit
Gent, Tuusulan kunta, Angus Transport Forum, SITA Firenze,
Széchenyi István Egyetem (funded by INTERREG IIIC West – Project
4W01191)
 InfoVini – Enhancing the Experience with Portuguese Wines by
providing high quality Web information (2004- …)
www.infovini.com Vinhos do Porto e do Douro, INEGI (funded by
POSI – 781/2.2/C/NRE).
 GESBUS – A Decision Support System for Rostering Vehicles
together and Drivers (2004-2006)
STCP, OPT, INEGI (funded by POCTI - AdI).
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MASCARA
InfoVini
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Research Projects
Information Systems Group
 Triana - Travel time prediction to support decisions in mass transit
companies (POCI/TRA/61001/2004). (2005 - 2008 )
The aim of the project is to improve the use of the resources (drivers
and buses) in mass transit companies by predicting travel time at
shorter horizons (STCP company).
• J. Freire de Sousa and 1 PhD student (J. Moreira)
• Coordinator: Fundação Gomes Teixeira
• Partners: Lab. de Inteligência Artificial e Ciências de Comp.
(LIACC/UP); Instituto de Engenharia Mecânica (IDMEC Porto)
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Research Projects
Information Systems Group
 Triana - results
- “Improving SVM-linear predictions using CART for example selection”, In the 16th
International Symposium on Methodologies for Intelligent Systems, Lecture Notes in Computer
Science, Vol. 4203, pp.632-641, Springer, 2006.
- "An ensemble regression approach for bus trip time prediction", In the 11th meeting of the
EURO working group on transportation, pp. 317-321, Bari, Italy, 2006.
- “Trip time prediction in mass transit companies. a machine learning approach.”, in 10th
EURO Working Group in Transportation, Poznan, Poland, 2005, Publishing House of Poznan
University of Technology.
- "Ensemble approaches for regression: a survey", submitted to Pattern Recognition in
December 2007
- "Ensemble learning: a study on similarity searching in the dynamic selection framework",
submitted to European Conference on Machine Learning 2008.
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Research Projects
Information Systems Group

site-o-matic: Web Site Automation (POSC/EIA/58367/2004)
(2004 - 2008 )
The aim of the project is to develop a platform for automating
management activities of a web site, the establishment of a research
network with other Portuguese universities; and the integration of
research results in an experimental evaluation framework.
•
J. Borges
•
Coordinator: Lab. de Inteligência Artificial e Ciências de Comp. (LIACC/UP)
•
Partners: Centro de Ciências e Tecnologias de Computação (CCTC/UM);
Centro de Matemática (UBI); Instituto de Engenharia Mecânica (IDMEC Porto);
Portal Executivo, Sociedade de Serviços, Consultoria e Gestão de Informação;
Sensoria – Design, Multimédia e Comunicação
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Research Projects
Information Systems Group

site-o-matic Results
-
"Testing the predictive power of variable history web usage." Journal of Soft Computing
- A Fusion of Foundations, Methodologies and Applications, Volume 11, Number 8,
June 2007, pages 717-727.
-
"Evaluating Variable Length Markov Chain Models for Analysis of User Web
Navigation Sessions." IEEE Transactions on Knowledge and Data Engineering, Vol 19,
Issue 4, April 2007, pages 441—452.
-
"Variable Length Markov Chains for Web Usage Mining", to appear in Encyclopedia of
Data Warehousing and Mining - 2nd Edition
-
"Scoring Metrics for Predicting Users Web Navigation Next Step", submitted to
INFORMS journal of computing in December 2007
-
"Mining Users' Web Navigation Patterns and Predicting Their Next Step", to appear
in Security Informatics and Terrorism: Patrolling the Web, Volume 15, May 2008
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Research Projects
Information Systems Group
 Wine tasting panel data analysis (2007 - )
The long term aim of the project is to study the effect of climate
changes in the wine production quality of a Portuguese region. Wine
tasting panel data will be used to provide a measure of the annual
production quality and the impact of climate variables on the
measure will be evaluated.
• J. Cabral and J. Borges
• Partner: ADVID (Associação para o Desenvolvimento da Viticultura
Duriense)
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Research Projects
Information Systems Group
 MedQual: Assessing the quality of health information web sites.
(2008-2011) funded by CYTED (Programa Iberoamericano de Ciencia Y Tecnologia para el
Desarrollo)
The aim is to create a platform to enable the creation of a web site
providing a hub to sites containing health related information. The
platform will provide the means for users to assess the quality and
credibility of candidate sites in a collaborative way.
• J.F. Cunha and J. Borges
• Coordinator: Univ. Federal do Rio Grande do Sul (Brazil)
• Partners: Univ. Nacional de la Plata (Argentina); Univ. Estadual de Londrina
(Brazil); Pontifícia Univ. Católica de Chile (Chile); Univ. del Cauca (Colombia);
Univ. Politécnica de Valência, Facultad de Informática – (Spain); Univ.
Politécnica de Catalunya (Spain); Faculdade de Engenharia da Univ. do Porto
(Portugal); Univ. de la República, Institito de Computación (Uruguay); Evimed
Limitada (Uruguay)
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Operational Research Group
30
Research Projects
Operational Research Group
 Lotsizing and scheduling in process industries (2004 - )
The aim of the project is to address more realistic and practical
variants of lotsizing and scheduling models, using different solution
techniques: exact and approximate methods. The breakthroughs are
being integrated within the sponsoring organization (BAVidros).
• B.Almada-Lobo
- "Production Planning and Scheduling in the glass container industry: A VNS approach".
International Journal of Production Economics, 114, No 1, 363-375 (2008).
- "A note on the capacitated lot-sizing and scheduling problem with sequence-dependent
setup costs and setup times", Computers & Operations Research, 35, 1374-1376 (2008).
- “Single machine multi-product capacitated lotsizing with sequence-dependent setups”,
International Journal of Production Research., vol 45, No 20, 4873-4894 (2007)
31
Research Projects
- B.Almada-Lobo, D.Klabjan, M.A.Carravilla, J.F.Oliveira “Multiple Machine Multi-Item
Continuous Setup Lotsizing with Sequence-dependent Setups”, Accepted for publication in
Computational Optimization and Applications (2008)
- B.Almada-Lobo, R.James “Metaheuristics for capacitated lotsizing with sequence-dependent
setups”, International Journal of Production Research, doi: 10.1080/00207540802446787 (2008)
- A.Menezes, A.Clark, B.Almada-Lobo “Capacitated Lotsizing and Scheduling with Sequencedependent, Period Overlapping and Non Triangular Setups“, Submitted to Journal of
Scheduling (2008)
32
Research Projects
Operational Research Group
 Hybrid solutions for operational production planning (2008-2009)
Austrian Science Foundation: Project J2815-N13
The size and the complexity of this kind of problems forces the
development of an approximation method, because the computation of an
exact solution for the full problem is out of range assuming the available
computational power nowadays or in near future. Therefore solution
methods based on the combination of heuristics and metaheuristics and
exact approaches seems appropriate and will be investigated.
• B.Almada-Lobo and one Visiting Researcher at FEUP (Christian
Almeder)
- "Lotsizing and Scheduling on Parallel Machines with Tooling Synchronization“.
Submitted to OR Spectrum (2008).
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Research Projects
Operational Research Group
 Planning and Control Production Problems: FAPESP Project
2008/04152-1
New lotsizing and scheduling mathematical formulations and
algorithms for several industries, including soft beverage and textile
industries
• FEUP: B.Almada-Lobo
• USP: M.O.dos Santos, M.Arenales, F.Toledo
• USFCar: S.Massago, D.Ferreira;.
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Research Projects
Operational Research Group
 CIVITAS_ELAN : FP7-SST-2007-TREN-1 (2008-2011)
The mayors of the cities of Ljubljana, Gent, Zagreb, Brno and Porto have
agreed to a common mission statement “To ‘mobilise’ our citizens by
developing with their support clean mobility solutions for vital cities,
ensuring health and access for all. This measure will be focused on the
implementation of an innovative technology to manufacture bus bodies
using lightweight fibre reinforced composite materials that meet tough
requirements of high static and dynamic performance .
• B.Almada-Lobo
• Portuguese Partners: FEUP, CMP, STCP, OPT, ANTROP
35
Research Projects
Operational Research Group
 Efficient Consumer Response for small and medium sized
companies (2003 - 2004)
The aim of this project was to prepare SMEs (manufactures and retailers) for the
implementation of ECR programmes. The maturity level of these companies towards
collaboration was assessed through the development of a scorecard light tool. Two
pilots were conducted to achieve a better understanding and to make future
recommendations that can help companies to develop necessary skills to engage in
ECR partnerships.
(with ECR Portugal).
•
B.Almada-Lobo
- A.
Pires, B. Almada-Lobo and A. P. Guedes, “Collaboration between small and
medium sized manufacturers and retailers” in Proceedings of the 17th annual
NOFOMA Conference, pp. 657-671, Copenhagen, Denmark, June 9-10, 2005.
- A.Pires, B.Almada-Lobo and A.P.Guedes. ECR Scorecard Light for SMEs,
Proceedings of the 10th ISL – International Symposium on Logistics, pp. 323-331,
Lisboa, Portugal, July 3-5, 2005.
36
Research Projects
Operational Research Group
 Design for Six Sigma applied to injection moulds industry (2006 - )
The general objective of the project is to develop and test a
methodology based on the Design for Six Sigma approach, reinforced
by Axiomatic Design and Multidisciplinary Design Optimization. The
aim is to improve the effectiveness and efficiency of the design
process. This methodology will be tested with the help of our partner,
the Portuguese Association for the Mould Industry.
• J. Cabral and 1 PhD student (I. Ferreira, currently in the MIT for a 6-
month studying period - hosted by the MIT Strategic Group of
Engineering, led by Prof. Olivier de Weck, a world specialist in MDO)
- “A new conceptual framework based on the ECSI model to support Axiomatic Design “,
Virtual and Rapid Manufacturing: Advanced Research in Virtual and Rapid Prototyping,
eds. Taylor and Francis (2007)
- “Axiomatic Design Applied to Injection Moulds for Plastics Parts”, Rapid Product
Development (2006)
37
Research Projects
DSS applied to
injection moulds
industry
Axiomatic Design is used to
perform the zigzag mapping
between the FRs to the DPs
(physical mapping) and to
convert the DPs into PVs
(process mapping)
38
Research Projects
Operational Research Group
 Strategy for the development of the Portuguese foundry sector
(2002 - 2006)
The objective of the project was to develop and test a benchmarking
methodology and a performance assessment model for the Portuguese
foundry sector. Our partner, the Portuguese Foundry Association, is
currently using this methodology.
• J. Cabral and 1 PhD student (L. Ribeiro)
- “A Benchmarking Methodology for the Metalcasting Industry”, Benchmarking: An
International Journal, Vol. 13, no. 1/2, pp. 23-35 (2006)
- “Uma metodologia de Benchmarking para a Indústria de Fundição”, proceedings of the
61º Congresso Anual da ABM; Rio de Janeiro (2006)
39
Research Projects
The project was supported by PRIME Programa de Incentivos à Modernização da
Economia and by the Portuguese Foundry
Association (APF)
APF is currently using this
methodology
40
Research Projects
Operational Research Group
 Quality Management for Urban Transportation Systems (2004 - )
The aim of the project is to produce a reliable model for assessing
service quality of the mass public transport operators. The model will
be used to enhance public transport usage (STCP company).
• J. Cabral and 1 PhD student (G. Beirão)
- “A Market Segmentation Analysis Using Attitudes Towards Transport”. 11th Word
Conference on Transportation Research, Berkley EUA (2007)
- “Enhancing Service Quality in Public Transport Systems”. Urban Transport XII:
Urban Transport and the Environment in the 21st Century, eds. C. A. Brebbia & V.
Dolezel, WIT Press, pp. 837-845, 2006 (ISBN: 1-84564-179-5)
- “Modelling Service Quality for Public Transport Contracts: Assessing Users’
Perceptions”. 9th Conference on Competition and Ownership in Land Transport, Lisbon,
(2005)
41
Research Projects
Operational Research Group
 Optimisation of CUSUM and EWMA control charts parameters
(2007 - )
This project aims at developing specific methodologies of statistical
process control to optimise the implementation of the Cumulative
Sum (CUSUM) control chart and the Exponentially Weighted Moving
Average (EWMA) control chart
(with UNIDEMI - R&D Unit in Mechanical and Industrial
Engineering, U. Nova de Lisboa).
• J. Cabral
42
Research Projects
Operational Research Group
 DEAves – Assessment of Portuguese Secondary Schools
POCI/EGE/60561/2004 (2005 - 2007)
This project assessed the performance of High-Schools using the Data Envelopment
Analysis technique. The research was conducted with the collaboration of Portuguese
Schools in order to identify the variables and indicators that could lead to a fair
performance comparison of schools. This analysis revealed a subset of benchmark
schools, whose best practices can be used as an example to be followed by the other
schools.
(with FEUP, Catholic University of Porto, and the collaboration of a sample of
Portuguese Secondary Schools).
•
A. Camanho
- M.C. Portela and A.S. Camanho, “Analysis of Complementary Methodologies for the Estimation of
School Value-Added”, submitted for publication in the Journal of the Operational Research Society.
- M.C. Portela and A.S. Camanho, “Performance evaluation of Portuguese secondary schools”,
submitted for publication in Applied Economics.
-M.C. Portela, A.S. Camanho and J. Azevedo, “Análise do valor acrescentado de escolas
Portuguesas”, Revista Portuguesa de Investigação Educacional, n.º5, 107-141, 2006.
43
Research Projects
Operational Research Group
 DEAvesII – Internet based Benchmarking System for Portuguese
Secondary Schools, PTDC/GES/68213/2006 (2008 - 2009)
The objective of this project is to develop a benchmarking site, available in the
Internet, where registered schools can compare their performance with other
schools, at a national level, based on selected Key Performance Indicators. This
information is intended to support school self-evaluation procedures, and to
promote the continuous improvement of schools performance. Some of the
information collected will also be available to everyone interested in school
performance.
(with FEUP, Catholic University of Porto, INEGI).
• A. Camanho, 1 Master Student (J. Ribeiro) and 1 Visiting doctoral
student at FEUP (Abolfazl Keshvari)
44
45
Research Projects
Operational Research Group
 Performance evaluation of retailing stores (2003 - 2006)
The aim of this project was to analyze the efficiency of the stores, in order to identify
potential performance improvements. For each store, it was determined the optimal
area to be dedicated to the sales of products from each of the main store sections (e.g.
grocery, perishables, light-bazaar, heavy-bazaar, textiles). The impact of exogenous
conditions (e.g., competition and demographics in the catchment area) on the
performance of retailing stores was also modeled. The analysis also explored the
changes in performance over time and compared the performance differences that are
attributable to the different configurations of the stores.
(with FEUP and SONAE).
•
A. Camanho and 1 PhD Student (C.B. Vaz)
- C.B. Vaz, A.S. Camanho e R.C. Guimarães, “The assessment of retailing efficiency using Network
Data Envelopment Analysis”, accepted for publication in Annals of Operations Research.
(Special issue on Efficiency and Productivity).
- A.S. Camanho, M.C. Portela e C.B. Vaz, “Efficiency analysis accounting for internal and external
non-discretionary factors”, Computers & Operations Research, Vol.36 nº 5, pp.1591-1601, 2009
- C.B. Vaz, A.S. Camanho, “Efficiency comparison between retailing stores using a Malmquist-type
index”, submitted for publication in the Journal of Retailing.
46
Research Projects
Operational Research Group
 KEYIDEA: Sistema para Monitorização Permanente do Desempenho
de Unidades de Negócio com base em KPI – “Key Performance
Indicators” e DEA – “Data Envelopment Analysis” – Aplicação à
SONAE Distribuição
O objectivo deste projecto consistiria no desenvolvimento de um sistema de apoio à decisão
que incorporasse modelos de avaliação de desempenho baseados em técnicas analíticas
avançadas, tais como Data Envelopment Analysis (DEA). O resultado do projecto seria uma
plataforma informática de disponibilização de indicadores de desempenho. Esses indicadores
incluiriam os Key Performance Indicators (KPI) da empresa bem como outros indicadores
síntese de eficiência. A eficiência poderia ser estimada num nível mais genérico
correspondendo a um nível mais global das lojas (incluindo as suas diversas secções) ou num
nível mais específico baseado em informação do cartão cliente. Por exemplo: estabelecer
comparações relativas de desempenho das lojas para determinados segmentos de clientes, ou
de produtos, bem como analisar a evolução de desempenho ao longo do tempo. Esta última
análise permitiria avaliar o impacto das promoções no desempenho das lojas.
(with FEUP and SONAE: submitted in November 2008).
•
A. Camanho, J. F. Cunha and 1 PhD Student (Vera Migueis)
47
Research Projects
Operational Research Group
 PRESPO: Desarrollo Sostenible de las Pesquerias Artesanales del Arco
Atlántico
O objectivo deste projecto consiste na recolha de informação científica que permita melhorar a
gestao das pescarias artesanais, tornando-as sustentáveis do ponto de vista biológico, social,
económico e ambiental. Procurar-se-á também compreender a problemática das descargas fora
de lota (ilegais) para tentar encontrar formas de as limitar. A metodologia a usar neste projecto
terá por base o modelo DPSIR, utilizado pela European Environmental Agency, que liga
informação relativa à sustentabilidade com indicadores de diferentes categorias (Driving
forces, Pressure, State, Impacts and Responses).
Parceiros:
Portugal: FEUP e IPIMAR.
Espanha: CETMAR, AZTI, CEP, UCA, UHU, IFAPA.
França: IFREMER, AGLIA, RICEP.
Projecto Europeu aprovado no âmbito do programa INTERREG (início em Jan. 2009)
• A. Camanho and 1 PhD Student (Manuela Oliveira)
48
Research Projects
Operational Research Group
 Avaliação do desempenho das cidades na óptica da qualidade de vida
O objectivo deste projecto é avaliar o desempenho das cidades no incremento da
qualidade de vida dos cidadãos. Partindo dos dados do Urban Audit , este estudo aplica
Data Envelopment Analysis ao perfil da cada cidade (que reúne uma série de dados
objectivos para nove dimensões, que vão da economia ao lazer) para perceber de que
forma dado input (PIB per capita) se reflecte na qualidade de vida, conseguindo desta
forma uma medida de eficiência das políticas urbanas.
Avalia-se ainda a relação entre o perfil de cada cidade e a qualidade percepcionada
pelos cidadãos (subjectiva).
O estudo ira também analisar a evolução ao longo do tempo da qualidade de vida das
cidades, medida através de um indicador síntese a desenvolver no âmbito do projecto.
• A. Camanho, J.A. Cabral and 1 PhD Student (Paulo Morais)
49
Research Projects
Operational Research Group
 Desenvolvimento de um sistema para avaliação e melhoria do
desempenho das empresas da indústria da construção, integrando
KPIs e DEA
O objectivo deste projecto será aprofundar o conhecimento sobre o desempenho das empresas
da industria da construção, tendo por base a análise de KPIs e a técnica de DEA. Pretende-se
também realizar uma análise qualitativa que permita a caracterização das boas práticas
associadas aos melhores desempenhos empresarias.
O trabalho também vai incluir uma análise do impacto do uso de plataformas de e-commerce
na eficiência e na evolução da produtividade ao longo do tempo das empresas da indústria da
construção. Pretende-se também contribuir para o desenvolvimento de um Sistema de Apoio à
Decisão, adaptado a plataformas de e-commerce, para selecção de empresas a (sub)contratar.
A. Camanho and 1 PhD Student (Isabel Horta)
50
Research Projects
Operational Research Group
 Weight Restrictions on Geography Variables in the DEA Benchmarking
Model for Norwegian Electricity Distribution Companies
The purpose of this project is to enhance the model used in Norway for regulating the activity of
electricity distribution companies operating in different regions of the country, whose business
model is a natural monopoly. The objective is to examine weight restrictions in the DEA model for
distribution networks in Norway, taking as the starting point the NVE regulatory model with one
input, total cost, and several outputs. In the unrestricted DEA models, we notice large differences in
absolute and relative shadow prices, and for some companies, extreme weight on “geography”
variables in the cost norms. This seems unreasonable, and one remedy may be to restrict prices /
weights for individual outputs, or combinations of outputs.
Parceiros:
FEUP
NHH (Norwegian School of Economics and Buisiness Administration)
NVE (Norwegian Water Resources and Energy Directorate, which is subordinated to
the Ministry of Petroleum and Energy and is responsible for the administration
of Norway's water and energy resources)
• A. Camanho
51