ILP ANNOTATED BIBLIOGRAPHY 1
Integrative Learning Project - Annotated Bibliography
School of Business, Liberty University
Author Note
I have no conflict of interest to disclose
Correspondence concerning this article should be addressed to
Email:
ILP ANNOTATED BIBLIOGRAPHY 2
Annotated Bibliography
Åström, J., Reim, W., & Parida, V. (2022). Value creation and value capture for AI business
model innovation: a three-phase process framework. Review of Managerial Science,
16(7), 2111-2133. https://doi.org/10.1007/s11846-022-00521-z
This study explores how AI technologies create value and improve cost efficiency for companies
by addressing uncertainty and innovating business models. Emphasizing the importance of
aligning value-creation and value-capture dimensions, it investigates a leading AI service
provider using an inductive, exploratory single case-study approach. The research develops a
process framework detailing key activities for AI business model innovation, including
identifying prerequisites for AI value creation, matching value capture mechanisms, and
developing AI business model offers. The study concludes that AI providers must test and
develop multiple AI business models simultaneously to ensure commercial success, highlighting
the necessity of transforming business models to capitalize on disruptive AI technologies
effectively. The study will provide context to the key concept of customer value in the integrated
learning project.
Bagni, G., Sagawa, J. K., & Moacir, G. F. (2022). Sales and operations planning for new
products: a parallel process?International Journal of Physical Distribution & Logistics
Management,52(1), 29-47. https://doi.org/10.1108/IJPDLM-02-2020-0049
This paper explores the design and implementation of a Sales and Operations Planning (S&OP)
process tailored to support new product introductions (NPI). Recognizing the challenges of
demand forecasting for new products without historical data, the study uses design science
research (DSR) to develop and test an S&OP process in a consumer goods company. The
findings highlight the necessity of flexibility in planning to meet evolving market demands. By
ILP ANNOTATED BIBLIOGRAPHY 3
integrating both traditional S&OP and a specialized process for new products, the study aims to
reduce additional costs and improve market fulfillment. This research contributes to both theory
and practice by demonstrating the coexistence of dual S&OP processes for different product
types. The study will provide context to the key concept of sales and operations planning in the
integrated learning project.
Bai, B. (2024). Understanding the role of demand and supply integration in achieving retail
supply chain agility: An information technology capability perspective. Managerial and
Decision Economics, 45(1), 554- 570. https://doi.org/10.1002/mde.4012
This study explores the role of demand and supply integration (DSI) in achieving retail supply
chain agility from an IT capability perspective, focusing on JD.com and Alibaba as case studies.
Employing semi-structured interviews with senior executives and a multi-disciplinary literature
review, the research highlights the importance of IT in building agile supply chains, especially
under COVID-19 pressures. It emphasizes the necessity for retail firms to adapt quickly to
market changes, using IT to enhance supply chain efficiency, operational effectiveness, and
customer experience. This study contributes to the understanding of the strategic integration of
IT and DSI in improving supply chain agility and addresses the gap in existing supply chain
theories. The study will provide context to the key concept of information technology in the
integrated learning project.
Fisher,HM., &HRaman,HA.H(2022).HInnovations in retail operations: Thirty years of lessons
fromHproduction and operations management.HProduction and Operations
Management,H31,H4452–4461.Hhttps://doi.org/10.1111/poms.13852
This paper reviews thirty years of empirical research on retail operations published in production
and operations management. It covers traditional issues like forecasting and inventory planning
ILP ANNOTATED BIBLIOGRAPHY 4
and examines the impact of new technologies such as RFID and e-commerce. Highlighting the
transformative effects of technology on retailing, the authors illustrate significant growth in
online retail and the adoption of automation in logistics and merchandising. The review
emphasizes the importance of strategic research linking retail operations to broader economic
factors and identifies future research opportunities in new technologies and global retail
perspectives. This comprehensive review highlights the dynamic and evolving nature of retail
operations research. The study will provide context to the key concept of operations in the
integrated learning project.
Gupta, S., & Ramachandran, D. (2021). Emerging market retail: Transitioning from a product-
centric to a customer-centric approach.Journal of Retailing,97(4), 597-620.
https://doi.org/10.1016/j.jretai.2021.01.008
This study focuses on retailers in emerging markets (EMs), highlighting the transition from
product-centric to customer-centric strategies. It employs a triangulation approach (literature
review, marketplace evidence, and managerial interviews) to develop a framework explaining
the need for customer-centricity, the performance metrics required, and the role of analytics in
achieving these metrics. The study provides a strategy matrix to guide EM retailers in adopting
relevant analytics and identifies differences between organized and unorganized retailers. This
foundational work addresses the unique challenges EM retailers face and suggests paths for their
analytics adoption and performance improvement. The study will provide context to the key
concept of customer value in the integrated learning project.
King James Bible. (2024). King James Bible Online. https://www.kingjamesbibleonline.org/
(Original work published 1611)
ILP ANNOTATED BIBLIOGRAPHY 5
The King James Version (KJV) of the Bible, first published in 1611, is one of the most
influential and widely read translations of the Christian scriptures. Commissioned by King James
I of England, this translation aimed to provide an authoritative English version that could be used
by the Church of England. It includes the Old and New Testaments, presenting the foundational
texts of Christianity. Its teachings and principles have been integrated into various aspects of
business operations, guiding ethical decision-making, leadership practices, and organizational
culture. The KJV Bible provides a moral framework that influences the values and practices of
many organizations and will be used to integrate those frameworks into the key concepts for the
integrated learning project.
Koefoed, B. (2023). Business resilience through demand planning.Strategic Finance,104(8),
24-31. https://go.openathens.net/redirector/liberty.edu?url=https://www.proquest.com/
scholarly-journals/business-resilience-through-demand-planning/docview/2770097201/
se-2
This article discusses the 2023 economic outlook, highlighting issues such as economic
downturn, inflation, volatile exchange rates, and supply chain disruptions due to geopolitical
conflicts and the ongoing pandemic. It emphasizes the importance of accurate demand planning
in improving financial performance, despite high market variability and organizational disarray.
The article elaborates on best practices, including leveraging modern technology, unifying
planning activities, and securing leadership sponsorship, to enhance demand planning
effectiveness. Ultimately, it emphasizes demand planning's critical role in optimizing business
performance and achieving financial goals in a volatile environment. The research will provide
context to the key concept of demand planning in the integrated learning project.
ILP ANNOTATED BIBLIOGRAPHY 6
Knox, T. (2022). Council post: Three technology trends transforming the retail industry. Forbes.
https://www.forbes.com/sites/forbestechcouncil/2022/01/25/three-technology-trends-
transforming-the-retail-industry/
This article explores the transformative impact of technology on the retail sector, emphasizing
how AI, computer vision, and (Internet of Things) IoT have revolutionized the shopping
experience. It highlights the evolving behaviors of modern shoppers, particularly millennials and
Generation Z, who prioritize convenience and customer experience. The research discusses the
integration of e-commerce with physical retail, demonstrating how consistency across platforms
enhances customer satisfaction. It also examines the role of AI in predicting demand and
improving inventory management. Personalization emerges as a key differentiator, with
technologies enabling tailored customer experiences both online and in-store. The article
explains how these innovations are reshaping retail operations and customer interactions and will
provide context for the key concept of information technology.
Lawless, M. (2021). Understanding the impact of demand planning on financial
performance.The Journal of Business Forecasting,40(3), 30-32.
https://go.openathens.net/redirector/liberty.edu?url=https://www.proquest.com/scholarly-
journals/understanding-impact-demand-planning-on-financial/docview/2591443632/se-2
This article discusses the critical role of demand planning and supply chain management in
balancing customer service with cost and cash efficiency. The author emphasizes viewing
planning decisions through a financial lens and highlights key financial questions and variables
to consider. The importance of return on assets and net income is underscored as metrics for
understanding the impact of planning decisions on company performance. This research is vital
for demand planners and supply chain managers aiming to align their strategies with financial
ILP ANNOTATED BIBLIOGRAPHY 7
objectives. The research will provide context to the key concept of demand planning in the
integrated learning project.
Liu, Y. (2022). A cross-border e-commerce cold chain supply inventory planning method based
on risk measurement model. Mobile Information Systems, 2022, 1-9.
https://doi.org/10.1155/2022/6318373
This paper proposes a cross-border e-commerce cold chain supply inventory planning method to
address the statistical problems of supply chain risk factors. It aims to define supply chain
network elements, determine imbalance ranges, and develop a risk measurement model. The
research focuses on calculating ordering and storage costs, the imbalance index, and identifying
imbalance nodes using a dynamic programming algorithm. It also emphasizes the importance of
optimizing distribution node locations and evaluating node importance. Experimental results
demonstrate improved throughput, reduced fluctuation and delay, and increased inventory
turnover rates, addressing the demands of engineering materials inventory management. This
study demonstrates the need for efficient inventory planning in the evolving e-commerce
landscape. The research will provide context to the key concept of inventory and supply planning
in the integrated learning project.
McDougall, N., Wagner, B., & MacBryde, J. (2022). Leveraging competitiveness from
sustainable operations: Frameworks to understand the dynamic capabilities needed to
realise NRBV supply chain strategies. Supply Chain Management, 27(1), 12-29.
https://doi.org/10.1108/SCM-11-2018-0393
This paper develops frameworks to support the implementation and competitive leverage of
sustainable supply chain operations, drawing from Hart’s natural-resource-based view and
Teece’s dynamic capabilities. It identifies the necessary dynamic capabilities: sensing, seizing,
ILP ANNOTATED BIBLIOGRAPHY 8
and transforming, to support four sustainability resources: pollution prevention, product
stewardship, clean technologies, and base of the pyramid. The research emphasizes that
sustainable strategies must be recognized as business assets and tailored to organizational needs.
The study challenges the traditional view of sustainability for moral or operational reasons,
promoting sustainability for competitive gain. This conceptual framework aims to enhance
understanding and application of sustainable supply chain management (SSCM) for improved
competitiveness. The research will provide context to the key concept of strategy and
competitiveness in the integrated learning project.
Meredith, J. & Shafer, S. (2023). Operations and Supply Chain Management for MBAs (8th ed.).
John Wiley & Sons.
The course textbook provides an in-depth exploration of key concepts essential for MBA
students specializing in operations and supply chain management. It integrates the latest industry
trends and technological advancements, ensuring its relevance in an ever-evolving business
landscape. The textbook covers a wide range of topics including process analysis, quality
management, inventory systems, supply chain design, and strategic alignment of operations with
business goals. It emphasizes the importance of sustainability, global operations, and the impact
of digital transformation on supply chain efficiency. The inclusion of contemporary issues such
as risk management, supply chain resilience, and ethical considerations in operations ensures that
students are well-prepared to handle modern business challenges. The textbook provides a
foundation for all key concepts discussed in the integrated learning project.
Phengsuk, T., Worasan, K., & Saenchaiyathon, K. (2023). The influence of supply chain strategy
and supply chain design on supply chain resilience under uncertain circumstances: A
ILP ANNOTATED BIBLIOGRAPHY 9
review of the literature. E3S Web of Conferences, 440, 6005.
https://doi.org/10.1051/e3sconf/202344006005
This study explores the critical role of supply chain design (SCD) in aligning supply chain
strategy (SCS) with organizational objectives. It details the three phases of SCD: understanding
customer needs, selecting appropriate strategies, and scoping the supply chain structure. The
research highlights how SCD enhances operational efficiency, manages uncertainties, and fosters
collaboration to minimize risks. Key studies demonstrate the impact of SCD on supply chain
resilience, agility, and flexibility, emphasizing the need for adaptable and responsive supply
chains. Future research should focus on global perspectives and the integration of Supply Chain
Analytics to improve disruption management. This comprehensive review emphasizes the
strategic importance of SCD in contemporary supply chain management. The research will
provide context to the key concept of supply chain design in the integrated learning project.
Tchokogué, A., Ngniatedema, T., & Pache, G. (2022). Learning from sales and operations
planning process implementation at ASTRO Inc.Business Process Management
Journal,28(2), 481-507. https://doi.org/10.1108/BPMJ-10-2020-0459
This case study examines the successful implementation of the sales and operations planning
(S&OP) process at ASTRO Inc., a leading North American plumbing and fittings manufacturer.
Through semi-structured interviews and documentary analyses, the study identifies key enablers
and contextual factors influencing the S&OP process. The analysis underscores the necessity of
cultural transformation, process redefinition, and IT tool adoption for effective S&OP
deployment. It highlights the importance of change management and cross-functional
collaboration in achieving successful organizational transformation. This study contributes to the
limited academic literature on S&OP by providing a detailed exploration of its implementation
ILP ANNOTATED BIBLIOGRAPHY 10
and its impact on improving business processes and operational performance. The case study will
provide context to the key concept of sales and operations planning.
Yassine, N. (2023). Inventory planning under supplier uncertainty in a two-level supply
chain.International Journal of Logistics Management,34(2), 497-516.
https://doi.org/10.1108/IJLM-02-2021-0104
This paper addresses the impact of COVID-19 on supply chains, focusing on a two-level supply
chain with a manufacturer and two suppliers. Supplier A is unreliable, delivering less than the
ordered quantity, while Supplier B is reliable but more expensive. The study models the
uncertainty in deliveries from Supplier A and proposes a strategy where the manufacturer
reserves quantities from Supplier B to mitigate risks. This approach ensures continuity and
resilience in supply chain operations amidst disruptions. The paper fills a gap in literature by
providing a theoretical framework for adjusting supply chain designs and considering alternate
suppliers to manage uncertainty during pandemics. The case study will provide context to the
key concept of inventory and supply planning.
