Engineering and Evaluation of Process Alternatives in Tactical
Logistics Planning
Michael Glöckner, Stefan Mutke and André Ludwig
Information Systems Institute, Leipzig University, Grimmaischestraße 12, 04109 Leipzig, Germany
Keywords: Logistics, Planning, Model-driven, Process Alternatives, Evaluation.
Abstract: The objective of tactical planning in logistics is the engineering and evaluation of processes within a given
set of possible alternatives. Due to outsourcing and a division of labor, a high number of participants, available
services and thus possible process alternatives arises within logistics networks. The additional wide range of
service description and annotation methods result in a complex planning process. In order to support planning,
a semi-automated approach is presented in this paper that is based on a combined catalog and construction
system (for engineering) and a generic simulation approach (for evaluation) that are able to handle the variety
of description and annotation methods. The basic concepts are presented and afterward associated by a model-
driven approach in order to connect them and make them compatible to work with each other. Finally, a
method is developed to foster a semi-automated engineering and evaluation of process alternatives.
1 INTRODUCTION
Logistics focuses on planning, operating and
monitoring systems that comprise material flow as
well as the related information flow (Gudehus and
Kotzab, 2012). Resulting from the common
paradigms of division of labor and outsourcing, a high
number of participants within logistics systems
arises. Each of them maintains a wide range of IT-
systems as well as a wide range of services with
differing provider-specific descriptions (Arnold et al.,
2012). This complexity is difficult to be handled, e.g.
see (Faber et al., 2002), (Stevenson and Spring, 2007)
in order to negotiate and fulfill specific and individual
logistics contracts. Especially, the fact that the
planning phase of a logistics system forms the basis
of all future operations and system’s results
implicates a challenging issue that arises from the
high amount of services, their descriptions and
possible combinations.
Planning is generally differentiated into the
commonly accepted classification of strategic (long-
term), tactical (mid-term) and operational (short-
term) planning (Stadtler et al., 2011). Tactical
planning in logistics is typically situated in the
competence area of central logistics departments
(Stadtler et al., 2011), which could also be outsourced
to and represented by a central logistics integrator
(e.g. fourth party logistics service provider (4flow
AG, 2014), (4PL Central Station Deutschland GmbH,
2014) or lead logistics provider), while actual
operation and physical movement of goods is carried
out by subsidiary logistics service providers (LSP)
(Handfield et al., 2013), (Langley and Terry, 2014).
Tactical planning in logistics addresses the flexibility
of processes (volume, delivery and preconditions of
operation) as well as supply chain design,
relationships and inter-organizational information
systems (Stevenson and Spring, 2007), (Esmaeilikia
et al., 2014), (Schütz and Tomasgard, 2011). The term
flexibility means the ability to be easily modified by
maintaining and analyzing a variety of alternatives in
order to choose the best for a specific task under
current conditions (Bibhushan et al., 2014). In
summary, tactical planning in logistics focuses on the
engineering of available process alternatives and their
evaluation (Esmaeilikia et al., 2014).
When analyzing the applied methods of tactical
planning in logistics, literature provides a wide range
of publications addressing that specific topic, see e.g.
(Gudehus and Kotzab, 2012), (Esmaeilikia et al.,
2014), (Rushton et al., 2014), (Hompel et al., 2007).
Consensus of all approaches is a planning procedure
subdivided into several distinct phases, whereas there
are different numbers of phases and aspects to be
considered in each approach. Further consensus could
be found in a non-linear phase-sequence as iterative
loops are allowed and encouraged in order to develop
appropriate solutions. Another important similarity –
as already pointed out – is the development of distinct
Glöckner M., Mutke S. and Ludwig A..
Engineering and Evaluation of Process Alternatives in Tactical Logistics Planning.
DOI: 10.5220/0005377801660176
In Proceedings of the 17th International Conference on Enterprise Information Systems (ICEIS-2015), pages 166-176
ISBN: 978-989-758-097-0
Copyright
c
2015 SCITEPRESS (Science and Technology Publications, Lda.)
planning alternatives and the subsequently evaluation
of each in order to either approximate the current
solution towards an optimum or to find the best
solution to a given task. However, a common
shortcoming of planning methods is an inadequacy in
a specific description on how to create and evaluate
process alternatives.
Especially tactical planning - as the foundation of
flexibility - in the field of transport and distribution is
underrepresented in research (Esmaeilikia et al.,
2014). Further, the related adaptable IT is important
for inter-organizational information linkage
(Stevenson and Spring, 2007), (Bibhushan et al.,
2014). This leads to additional difficulties as a variety
of annotations and modelling methods exists next to
the variety of IT-systems of the LSP. Hence, the paper
focuses on fostering tactical planning issues on IT-
level. Since tactical planning lacks in a concrete
method for developing different alternatives and this
issue is an essential aspect for flexibility, an approach
is needed that supports the finding and subsequent
evaluation of alternatives. A comprehensive
overview of currently available alternatives of
services and processes in logistics networks is needed
to develop a wide range of potential solutions. Due to
a high number of participants and their diverse
approaches for service description within an open
logistics network (Arnold et al., 2012), (Langley and
Terry, 2014), a suitable solution for engineering and
evaluation of services and processes within the
heterogeneous LSP-landscape (and their related
service descriptions and IT-systems) could be found
in a model-driven approach.
The paper's contribution is a method for linking
engineering and evaluation of process alternatives to
support logistics integrators. After presenting the
basic concepts in section 2, a model-driven approach
is introduced in section 3 that focuses on their
combination using a common metamodel. The
derived method for engineering and evaluation in
section 4 and a summary with future research
prospects in section 5 conclude the paper.
2 BASIC CONCEPTS AND
RELATED WORK
With the issues in mind (engineering of alternatives
and their evaluation), the following section introduces
at first an approach for a combined catalog and
construction system (the logistics service map) for
engineering and afterward focuses on simulation in
logistics as an approach for the evaluation of service
and process alternatives.
2.1 Logistics Service Map
The challenge of retrieving appropriate services with
inhomogeneous descriptions from different IT-
systems (Arnold et al., 2012) that arise from a
complex logistics network with numerous
participants demands a solution that is commonly
accepted by all network participants. Those
challenges create the requirement of presenting the
services of a network in a common way (catalog
function) and combining them to composite services
(modular service construction system function). This
issue can be solved by the concept of the service map
(SM).
The concept of the SM addresses the challenges
by combining these two functions (Glöckner and
Ludwig, 2013). On the one hand a catalog of all
available services and process activities is provided.
Every network participant has to subscribe its
services to this catalog in order to have a commonly
used single point of truth. With these characteristics
the SM covers the conceptual functionality of a
service repository. Though, to increase usability, the
overview could be categorized by the user’s needs in
different abstraction layers. As shown in Fig. 1, a
graphical representation with two spatial dimensions
for the user-chosen categories simplifies the
interaction for the users when searching for services
or process activities. In that way, service retrieval is
enhanced and can be done in an intuitive way.
Besides the intuitive manual usage, the catalog
function also fosters a systematic categorization for
(semi-) automated usage and engineering. On the
other hand, the concept includes a modular service
construction system in order to combine atomic
services to composite services. Through combination,
service descriptions of the composite services are also
derived so that they could be transformed into process
models later on, e.g. for mediation and collaborative
planning in networks. With this approach, the
network participants are supported in retrieving
services in different use cases. (1) Adding a new
service provider to the network and match its offered
services to the existing set of services in a logistics
network by adding the new service provider to the
provider list of the particular services. (2) Developing
a new composite service to meet a specific customer’s
need by selecting and composing services from the
SM. Service-specific information and attributes can
be displayed when changing the selected granularity
Figure 1: Exemplary service catalog with two dimensions: ’classic logistics function vs. value-added’ and ’stage-specific’.
to a more detailed level to foster engineering and
management. Moreover, the unique standard of the
used set of services within a network and the
visualization foster a precise mediation and
communication between all stakeholders during the
whole service life-cycle. (3) Finding compensational
service or provider when realizing the urgency for re-
planning or elimination of errors because of
unpredictable disturbances in the network or an
insufficiency in solving a given task. Consequently,
the SM is capable of representing and creating
planning alternatives.
Literature provides a wide variety concerning the
SM concept. Either (a) the term ‘service map’ is used
and also the functionality meets partly the
requirements mentioned above, e.g. (Kohlmann and
Alt, 2009), (Kim et al., 2013), (Vaddi et al., 2012),
(Kutscher and Ott, 2006), or (b) the term is used but
a different substantial functionality is addressed, e.g.
(Mi Sun Ryu et al., 2006) or (c) the term is not used
but the described concept partly includes
functionality for the mentioned purpose, e.g.
(Kohlborn et al., 2009), (Fleischer et al., 2005).
Collectively, none of the approaches comprise both
functionalities of catalog and construction system. As
the SM concept comprises both, its functionality
enables the engineering of services for a later
combination to more complex processes. Hence, the
creation of process alternatives could be realized with
the use of this concept.
2.2 Simulation in Logistics
The planning of value-added logistics services is
performed using several different models (e.g.
process model, service profile, and simulation
model). A rough plan, including each sub-service and
their temporal dependencies, is represented by a
process model. Based on this, dynamic aspects of
logistics systems can by analyzed using simulation.
The main task of simulation in logistics is to study the
behavior of complex logistics services (e.g. lead
times, transport volumes and capacities) to ensure
that customers’ requirements can be met. Thus, it is
possible to analyze the flow of goods through the
logistics system with regard to the capacity to identify
bottlenecks at an early stage. As a result, simulation
models of logistics networks can be used to evaluate
different process alternatives and consequently
improve the decision-making process in the tactical
planning. Especially discrete-event simulation (DES)
is appropriate to enhance decision support in the
planning process by analyzing several system
configurations, which differ in structure and behavior
(VDI-Richtlinie, 2010). However, the use of
simulation also leads to a number of problems.
As mentioned previously, different models
(process model, provider models and simulation
model) are used within the planning process. This is
a major problem because each time a model is slightly
modified any of the other related models must also be
revised. As already outlined in the introduction, the
modeled information itself could also differ from one
provider to another whereby a wide range of
descriptions and used annotations arises within a
network with a high number of participants. This
increases the modeling effort. Further, building
simulation models requires special training and
experience to avoid errors. It is a methodology that is
learned over time. Consequently, the creation and
analysis of simulation models could be expensive
while consuming an enormous amount of time. This
can lead to a non-profitable use of simulation (Banks,
1998). As a consequence, the effort for the
development of simulation models has to be reduced.
In terms of planning logistics systems several models
are used. These models build upon one another and
show dependencies among each other. A change in a
model also implicates and claims changes in
subsequent models. To ensure the interaction between
simulation and other models, simulation techniques
have to be well-integrated in the planning process
(Mutke et al., 2012). It is necessary that the created
process models within the planning process, based on
a separate description of each logistics service, can be
transformed automatically into a simulation model.
Accordingly, an approach to combine different
heterogeneous planning models in order to force the
reuse of already modeled information is needed. This
requirement aims to minimize the planning effort of a
logistics Integrator by reusing already modeled
information. In addition, manual errors in the creation
of a simulation model are avoided. Furthermore, the
need for special training and special experience in
simulation model building is reduced.
In this section an approach is presented to
transform process models into simulation models in
order to reuse already modeled information and thus
reduce modeling effort. Related work is presented by
describing different simulation approaches that have
influenced the development. Simulation is widely
used in the field of logistics in order to plan logistics
systems. Ingalls discusses the benefits of simulation
as a method to study the behavior of logistics
networks (Ingalls, 1998). Additionally, advantages
and disadvantages are illustrated for the analysis of
supply chains with the use of simulation. A concrete
simulation approach is not provided. In (Cimino et al.,
2010), a commonly applicable simulation framework
for modeling supply chains is presented. Contrary to
(Ingalls, 1998), they focus on a more technical
perspective as they show an overview of event-
discrete simulation environments in terms of domains
of applicability, types of libraries, input-output
functionalities, animation functionalities, etc. Cimino
et al. also show how and when to use certain
programming languages as a viable alternative for
such environments. A modeling approach and a
simulation model for supporting supply chain
management are presented by Longo and Mirabelli in
(Longo and Mirabelli, 2008). They also provide a
decision making tool for supply chain management
and, therefore, develop a discrete event simulation
tool for a supply chain simulation. All these
approaches are relevant for developing an integrated
planning and simulation approach. However, all these
approaches satisfy the logistics integrator’s specific
requirements (Mutke et al., 2012) only partially. The
development of simulation models based on process
models is insufficiently considered.
In addition, we make use of transformation
approaches for defining transformation models as a
mediator between process and simulation models. In
both approaches of (Petsch et al., 2008) and (Kloos et
al., 2010) a transformation model is used in an
additional step in order to derive a simulation model
from an already existing process model. Both
approaches take the fact that process models are
independently defined from simulation requirements.
In practice, process models serve to foster
transparency or documentation and to analyze the
requirements for the introduction or implementation
of new information systems. However, both
approaches assume that a process model is defined
using Event-driven Process Chain. Cetinkaya
proposes a comprehensive theoretical framework for
model driven development in the field of M&S for the
efficient development of reliable, error-free and
maintainable simulation models (MDD4MS
framework) (Cetinkaya, 2013). In a case example it is
shown, MDD4MS framework is applicable in the
DEVSbased discrete event simulation domain. The
transformation of the BPMN elements into DEVS
components has provided an effective way to easily
model and simulate business processes. However, the
MDD4MS framework currently provides only model
transformation method from BPMN process model
(conceptual modeling language) to DEVS (platform-
independent simulation model) and from DEVS to
Java (platform-specific simulation models).
Furthermore, the required parameters for simulation
were added directly in the Java code and thus can be
performed by simulation experts only. Huang
describes another interesting approach for Automated
Simulation Model Generation (Huang, 2013). The
proposed method can use existing data to
automatically generate simulation models. Therefore,
a domain meta-model and the model component
library have to be designed before the existing data
can be used to provide the information about the
model structure and parameterization. However, in
contrast to our research the use of existing process
models as source models are not considered.
Nevertheless, the use of existing data for the
parameterization of simulation models shows
similarities to our research.
The added value of the simulation approach
presented in this paper is the automatic
transformation of existing process models to
simulation models as described in the following. A
process model, e.g. Business Process Model and
Notation (BPMN) or Event-driven Process Chain
(EPC), is simulation independent, i.e. the model does
not contain any information regarding to the dynamic
aspects such as arrival times, processing times or
capacities. The process model is transferred into a
transformation model and enriched with information
required to run a simulation. However, the
transformation model is platform independent and
therefore cannot be executed in a specific simulation
tool. The specific simulation models (e.g. Enterprise
Dynamics (ED), Arena) are generated from the
transformation model. The structure of the
transformation model is described in more detail in
(Mutke et al., 2013a). Fig. 2 illustrates this approach.
Even though simulation provides a possibility to
evaluate process alternatives, the main problem in the
current context is a dependency on existing process
models in order to conduct their evaluation via
simulation models. Accordingly, a combination with
the former presented SM concept appears to be a
suitable approach for an integrated engineering and
evaluation of process alternatives. The connection of
both concepts is presented in the following section.
Figure 2: Transformation approach from process models to
simulation models.
3 MODEL-DRIVEN
CONNECTION OF CONCEPTS
The combination of the presented concepts for
engineering and evaluation of process alternatives is
realized with a model-driven approach. General
information about and a foundation of model-driven
development and metamodeling can be found in
(Atkinson and Kuhne, 2003). The basic idea of this
approach is to create metamodels for the several
concepts that conform to a common metametamodel.
As models are derived from those metamodels and
thus conform to them as well, interconnection and
data-consistency can be ensured between models with
a (transitive) common metametamodel. In the
beginning the distinct metamodels of both concepts
are introduced and connected at the end of the section.
3.1 Service Map Metamodel
Fig. 3 shows the current version of the SM metamodel
(Glöckner et al., 2014). The SM supports the
categorizing and development of services. Instances
of the SM can be derived by the logistics integrator
from the metamodel to describe specific service
catalogs of a network. The advantage of a
metamodeling approach is a high abstraction that
provides a high reusability in a wide range of cases
and a simple interaction between several instances.
The SM metamodel follows the restrictions of the
service modelling framework (SMF) (Augenstein and
Ludwig, 2013), i.e. based on the EMOF (Essential
Meta Object Facility) compatible Ecore
metametamodel of the Eclipse Foundation.
Each instance of the SM metamodel consists of
exactly one catalog containing services available
within the network. This catalog is structured using
categories that depend on a specific domain (i.e.
logistics in our case). Thus, the catalog represents a
structured overview of services, each capable of one
or more capabilities. These capabilities belong to
specific categories and are restricted by the concrete
domain. For instance, on a high level capabilities
represent the ability to transport, store or to fulfil
more complex composite and value adding services.
In order to provide capabilities in terms of services, a
provider owns specific resources like trucks or
warehouses which are consumed during service
execution but typically are available again afterward.
Each provider is also allowed to specify zero or more
service level agreements (SLA) for its services in
which it specifies service level constraints and service
provisioning in terms of payment. Finally, services
can either depend on other services or are restricted
not to work with other services. Exemplary,
restrictions for the transportation of dangerous goods
could be mentioned, see (ADR, 2012). Therefore,
each service contains references to others which are
either available for the definition of a composite
service (allowedSiblings) or not (deniedSiblings).
With the metamodel the contained information
itself as well as the existing connections and attributes
between several classes are structured and thus
facilitate retrieval processes and allow an information
based connection to other types of models or between
different instances of SMs.
Figure 3: Service Map Metamodel.
3.2 Generic Simulation Metamodel
The generic simulation metamodel also follows the
approach of the service modelling framework (SMF)
(Augenstein and Ludwig, 2013), i.e. based on the
EMOF compatible Ecore metametamodel of the
Eclipse Foundation.
In the following, the approach is described in
more detail and it is shown how the generic
simulation metamodel (platform independent) was
created considering the basic concepts of DES and the
specific requirements from the perspective of a
logistics integrator. Process models describe
functional or structural aspects that are relevant for a
process. Depending on the used process model
notation, these functional aspects (e.g. Task in
BPMN, Function in EPC, Transitions in Petri Net)
represent the different partial logistics services (LSs)
as part of the overall process in the scope of a logistics
integrator's planning process. In (Hoxha et al., 2010)
an approach for formal and semantic description of
services in the logistics domain using concepts of
service orientation and semantic web technologies is
presented. The approach also categorizes and
describes modular LSs such as transport, handling,
storage, value-added services, etc. using a logistics
ontology. Concepts of this ontology are used in this
research paper to refer to the description of specific
LSs from the functional aspects depending on the
used process model language (Task, Function or
Transition). Thus, each functional aspect is assigned
to a specific logistics service type. Consequently, the
result is a process model including all LSs necessary
to meet customers' requirements. Despite having a
process model and using this model as the basis for
creating a simulation model, for simulation additional
information as to the pure visualization of the
processes is necessary. Therefore, literature was
analyzed concerning information that is additionally
required to create a simulation model and relating
basic concepts were derived (Entities, Events,
Attributes, Activities and Delays) (Mutke et al.,
2013b). In addition to these basic concepts of DES, a
simulation also has logistics-specific properties.
Therefore, two simulation tools using an application-
oriented modeling concept (ED and Arena) have been
used to create different examples of simulation
models in order to study transport volumes and
capacities. These tool-dependent models have been
analyzed and compared in terms of used modeling
concepts and the required data. The common
concepts of these tool-dependent models and the
basic concepts of DES were used to create the
metamodel shown in Fig. 4.
The generic simulation metamodel basically
consists of SimulationElements,
SimulationParameters and Relations. A Source
generates goods at predefined time periods and they
leave the model at the Sink. The purpose of an
Activity is to manipulate goods in some ways, e.g. to
store or to transport them. Therefore, Goods enter an
activity and remain there for a certain time period.
Moreover, an activity is assigned to a certain
ServiceType which defines the specific functionality
of this activity. These three main concepts are
subsumed under SimulationElements. All Time
periods can also be specified more precisely with the
help of Distribution functions. Regarding the service
id : EString
name : EString
type : EString
Service
id : EString
name : EString
type : EString
Category Domain
count : EInt
Catalog
count : EInt
ServiceMapModel
description : EString
Capability
description : EString
Provider
Resource
SLA
Finance
capableOf
1..*
allowedSiblings
0..*
deniedSiblings
0..*
uses
1..*
owner
0..*
paymentTerms
1..*
contains
0..*
ownedBy
0..*
dependentOn
1
structuredBy
1..*
belongsTo
1..*
restrictedBy
1
catalog
1
enables
0..*
specifies
0..*
owns
0..*
Figure 4: Generic Simulation Metamodel.
type, a Capacity is an additional characteristic of an
activity. For instance, an activity with the service type
“warehouse service” is restricted by a maximum
capacity and has a certain queuing strategy. Time,
capacity, goods and distribution are subsumed under
SimulationParameters. The connecting elements
between the activities are represented by two different
kinds of Relations. On the one hand, relations can be
simple, i.e. without specific characteristics. On the
other hand, a connection between activities can be
represented by ConditionalRelations with additional,
specific characteristics (conditions, probabilities).
Depending on values of these characteristics, in a
simulation either one or the other path is used.
With this metamodel, it is possible to create
simulation-tool-independent models, which contain
all information necessary to perform a simulation.
Further, a structure is built between several
information aspects and thus fosters a parameter
specific evaluation and improvement of processes.
3.3 Connection of Metamodels
The metamodels are kept simple and only consists of
a few essential elements and their relationships. As
both follow the SMF of (Augenstein and Ludwig,
2013) it is possible to interconnect models and model
elements from different models, respectively with the
common service model (CSM) (Augenstein et al.,
2012). The CSM approach contains a metamodel for
integration and transformation of differing models.
Purpose of the CSM is to uniformly interweave
distinct service models, each representing unique
aspects of a service, and thus on model-level enables
a generic and modular service model. Both models
are defined through the same modeling language on
metamodel-level, i.e. Ecore metametamodel. Hence,
we are able to reuse information contained in these
models and to easily interweave them. The
metamodels are defined in Ecore but could be easily
implemented in other frameworks as well.
The Service is the central element of the SM
metamodel. As services implicate a kind of input and
output connected to a certain capability and can
contain sub-services, a connection to the Activity
element of the generic simulation metamodel is
suggested. Hence, an interchange of information and
an automated workflow can be implemented to
combine engineering and evaluation of process
alternatives.
4 METHOD ENGINEERING
In this section a method for semi-automated
engineering and evaluation is developed. The leading
approach is a process model for method engineering.
After connection of the basic approaches a brief flow
Activit
y
serviceType : ServiceType
Time
unit : UnitOfTime
Capacity
maxCapacity : EInt
queueStrategy : EString
Simulation
Good
type : EString
name : EString
description : EString
ConditionalRelation
condition : EString
probability : EFloat
hasCondition : EBoolean
Source
maxNewEntities : EInt
Sink
Distribution
Constant
value : EDouble
<<enumeration>>
UnitOfTime
HOUR
MINUTE
SECOND
DAY
DistributionFunction
Weibul
beta : EDouble
alpha : EDouble
Beta
beta : EDouble
alpha : EDouble
Gamma
beta : EDouble
alpha : EDouble
Normal
mean : EDouble
stdDev : EDouble
Triang ular
min : EDouble
mode : EDouble
max : EDouble
LogNormal
logMean : EDouble
logStd : EDouble
Uniform
min : EDouble
max : EDouble
Poisson
mean : EDouble
NegExp
mean : EDouble
Erlang
expMean : EDouble
k : EDouble
SimulationObject
SimulationElement
name : EString
SimulationParameter
Relation
name : EString
<<enumeration>>
ServiceType
Default
Transp ort
Picking
Handling
Storage
ValueAdded
<<enumeration>>
QueuingStrategy
FIFO
LIFO
SORTED
RANDOM
ServiceLabelConditional
SourceSink Good Activit
y
http://www.eclipse.org/emf/2002/Ecore
timePeriod
0..1
capacity
0..1
subActivities 0..*
period 0..1
elements 0..*
start 1..*
end 1..*
newEntities
0..1
firstEntity
0..1
processedObject
1
outgoing 0..*source 0..1
target 0..1
chart illustrates the results and contribution of this
paper.
The process model for method engineering
presented by Ralyté and Roland outlines two different
strategies for assembling so called ‘method
components’, ‘method chunk’ or ‘method fragments’.
Depending on the characteristics, either an
association strategy or an integration strategy is
proposed for assembling method components (Ralyté
and Rolland, 2001). The first strategy is
recommended for method components without any
common elements. This case occurs e.g. when basic
components are working in a serial manner, i.e. the
output of one component is used as the input for
another component. Thus, by associating the two
initial components a method can be created that
provides a larger coverage than any of the basic ones.
Hence, the objective of this assembling process
strategy is to retrieve connection points and building
a bridge between them. In contrary, the latter strategy
concentrates on merging overlapping elements in two
components that focus on similar tasks but with e.g.
different solving strategies. The range of possible
results remains similar but functionality is enhanced.
The focus of this assembling process strategy is the
retrieval of overlapping elements in order to merge
them. Consequently, the association strategy is
suitable for the purpose of this paper. Engineering
and evaluation are two different ‘method
components’ that focus each on solving different
tasks. Further, the output of the engineering, i.e. one
or more process alternatives, constitutes the input for
the subsequent evaluation. The non-existence of
common elements, which is to be recognized when
comparing the given metamodels, underlines the
decision for the association strategy as well as the
serial characteristic of the designated final
functionality of the two initial components.
The figuring out of connection points for the
association of the basic components is also based on
the approach of Ralyté and Roland, taking (Castano
and Antonellis, 1993) and (Jilani et al., 1997) into
account. Mainly, the original approach focuses on
detecting semantical and structural similarities
between the elements of the two components that are
to be connected. By evaluating their common
properties and links, several similarity measures are
calculated to conduct the assembly later on. However,
an adapted and for the purpose of this paper
simplified argumentative-deductive version is used.
As already outlined, the Activity element of the
simulation metamodel comprises an input-output
relation for a specific object. Further, there exists the
possibility to divide activities into sub-activities and
they are always restricted by a certain capacity. This
complies with the Service element of the SM
metamodel. A service also focuses on taking an input
object in order to releasing a modified output object.
The division into subservices or combination to
composite services also complies with the activity-
pendant. Finally, as a service always depends on a
certain resource and those resources have inherent
distinct capacities, a similarity can be postulated
between those aspects. As the original purposes of the
two metamodels strongly differ, no other similarities
can be figured out. In summary, the analysis of the
metamodels shows that the suggested possible
connection point from the former section, which was
stating a possible association between the Activity and
the Service element, can be confirmed.
Following (Ralyté and Rolland, 2001), the
‘specification of method requirements’ is outlined in
the introduction in section 1 and the ‘construction of
the basic method components’ is conducted through
the cited literature of section 2 and 3. Subsequently,
the paper now proceeds with the ‘assembly’ by
determining the order of the components, identifying
the connection point, i.e. the product of the first
component that constitutes the source for the second
one, and merging both. The final result is shown in
Fig. 5. The engineering of an alternative before
evaluating it implies the order of the components.
Moreover, an iterative loop is obligatory until all
possible alternatives are calculated. Connection point
between the two components is the process model of
the composite service that is the output of the
construction system, as it is simultaneously the input
for the transformation model for the later simulation.
The final method starts with the determination of
customer requirements and the selection of the
process or composite service from the repository that
is to be (re-)planned. After selecting the process steps
or sub-services that are to be alternated and analyzed
the loop iteration starts. When no alternatives are
available, an empty list of alternatives is presented to
the user. As long as alternatives are still available, for
every chosen (sub-) service all available alternatives
from its category in the catalog are selected to create
a new composite service in the construction system.
With the derived description of the composite service,
the engineering of the process alternative is
conducted and a process model is created as the
output of the first method component. The process
model as the source of the generic simulation
approach, is transformed into the transformation
model, enriched with necessary simulation
parameters, which could be analyzed and inserted e.g.
from former operation statistics (like service profiles
(Roth et al., 2014)) to fully automate the method, to
subsequently run the simulation in order to conduct
the evaluation of the process alternative. If the
customer’s requirements are met by the current
alternative, it is added to the list that will be shown to
the user later on. If not, the procedure continues
without saving. If all available possibilities within
one category for a specific sub-service are evaluated,
the next sub-service is chosen to be alternated. After
all sub-services have been alternated and all possible
process alternatives have been evaluated, the final list
with all alternatives, which meet the given customer’s
requirements, is presented to the user. Sorted by its
preferences, e.g. SLA, lead time, costs, the user could
choose its favored alternative that is to be
implemented afterward.
A simple use case could be a customer that is
unsatisfied with the current performance of its supply
chain that was planned by the logistics integrator. By
analyzing the current performance parameters the
lack in a certain transportation and a packing services
is revealed. Hence, the integrator selects those
services within the supply chain to be alternated and
the resulting alternatives to be evaluated regarding the
customer’s required performance parameters.
Another use case could be a disturbance within a
supply chain through an insolvency of one LSP
within the network. Hence, cheap or reliable
alternative LSP are to be found for the affected supply
chain processes.
5 CONCLUSIONS
As current planning approaches in literature lack in a
specific description on how to create process
alternatives that are evaluated afterward, this paper
presented a new method for engineering and
evaluation of process alternatives in tactical logistics
planning. The method consists of two basic concepts,
the service map as a combined catalog and
construction approach for service engineering and a
generic simulation approach for evaluation. Both
concepts are especially designed for working in an
environment of heterogeneous service descriptions
and process models. By combining both concepts
through a model-driven approach, the basis for
interweaving the contained information is ensured.
With the process model for assembling methods from
sub-components, an associated method for combined
planning and evaluation is finally developed.
Figure 5: Activity diagram of resulting method.
Academic implication of the current article is a
first method towards automated and integrated
engineering and evaluation of process alternatives in
the heterogeneous field of logistics. Current literature
about planning in logistics does only propose to
create several alternatives and to evaluate them, but
does not provide explicit methods on how to do so.
Hence, the current paper also aims at motivating
further research by the community in the field of IT-
supported fostering of planning.
Managerial implications cover the development
of interest in (semi-)automated planning support.
Further, cited references could be used to gain deeper
understanding in particular fields of interest.
Limitations of our approach can be found in the
focus on one specific modelling framework, i.e. the
Ecore metametamodel. However, it is based on the
EMOF constraints and thus, it is transferable to other
frameworks as well.
With this in mind, future work could cover a
transfer to other platforms. Further, a refinement and
the development of differing approaches of the
automated engineering of process alternatives seems
interesting. An evaluation with sample data from case
studies is an urgent topic for upcoming research.
ACKNOWLEDGEMENTS
The work presented in this paper was funded by the
German Federal Ministry of Education and Research
in the project Logistik Service Engineering und
Management (LSEM) under the reference BMBF
03IPT504X (www.lsem.de).
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