Cross-Functional Alignment in Supply Chain (跨功能定位在供应链).pdf
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Cross-Functional Alignment
in Supply Chain Planning:
A Case Study of Sales and
Operations Planning
Rogelio Oliva
Noel H. Watson
Working Paper
07-001
Copyright © 2007, 2008, 2009 by Rogelio Oliva and Noel H. Watson
Working papers are in draft form. This working paper is distributed for purposes of comment and
discussion only. It may not be reproduced without permission of the copyright holder. Copies of working
papers are available from the author.
Cross-Functional Alignment in Supply Chain Planning:
A Case Study of Sales and Operations Planning
Abstract
In most organizations, supply chain planning is a cross-functional effort. Functional areas such as
sales, marketing, finance, and operations traditionally specialize in portions of the planning activities,
which results in conflicts over expectations , preferences , and priorities. We report findings from a
detailed case analysis of a successful supply chain planning process. In contrast to traditional research on
this area, which focuses on incentives, responsibilities, and structures, we adopt a process perspective and
find that integration was achieved despite an incentive landscape that did not support it . By drawing a
distinction between the incentive landscape and the planning process, we identify process as an additional
mediator beyond the incentive landscape that can affect organizational outcomes. Thus, organizations
may be capable of integration while different functions retain different incentives to maintain focus on
their stakeholders’ needs. Through iterative coding, we identified t
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