Proposal for a Reference Model for Sales & Operations Planning and Aggregate Planning

Companies are increasingly adopting practices aimed at improving the quality of management, with the main purpose of enabling them to act competitively in the present market characterized by high competition and strong organizational changes. Among the improvements developed, we highlight the adoption of Enterprise Resource Planning (ERP) systems. However, the high cost of deploying and maintaining this type of technology can be a barrier for small and medium-sized enterprises (SMEs) that want to achieve such advances. Therefore, it is essential to develop a reference model of typical business planning modules to support ERP implementation, aiming at reducing time and cost in the elaboration of a particular model. In this context, the main objective of this paper is to develop a reference model from the elaboration of the processes related to Sales Operations Planning (SOP) and Aggregate Planning (AP), important modules of Production Planning and Control (PPC). The methodology used for the elaboration of this work was divided in eight sequential stages: study of the functions of SOP and AP, study of process modeling area, definition of reference model processes, choice of modeling notation, choice of modeling tool , development of the reference model, software development and results analysis. The modeling methodology employed in this work was the Business Process Model and Notation (BPMN), through the tool Bizagi Process Modeler version 3.1.0.011. The software was developed through the interface Delphi version 7.0 (Object-Pascal language) in order to apply the reference model in the support to the implementation of a business management tool. As results, from a formal documentation, the reference model proved to be a useful tool in understanding and communicating the business processes raised. It is also concluded that the implemented model is able to support the implementation of production management systems in real situations.