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Romana Fernando (Atlântica University)
Lean Management Implementation in Small and Medium Sized Companies - a Success Case Study in a Manufacturing Process
Journal of Intercultural Management, 2021, vol. 13, nr 1, s. 88-121, rys., tab., bibliogr. 28 poz.
Słowa kluczowe
Odchudzone zarządzanie, Małe i średnie przedsiębiorstwa, Planowanie produkcji
Lean management, Small business, Production planning
Klasyfikacja JEL: L11, L23, L25
Objective: The aim of this paper is to understand a production system of a forging and presses structure of a centenary factory in terms of a cultural change on the management approach.
Methodology: The study was focused on many aspects such as the pieces production lead time, a time study of the setups, the Overall Equipment Effectiveness determination for the Computer Numeric Control machinery and an analysis of the production cells operational flow.
Findings: For the aspects that were analysed during the study, the problems are identified, and the root causes determined. At the end of the assessment stage Lean tools and concepts for fixing the problems were proposed, like new rules for production planning, setups procedures, 5S toll usage and a Lean implementation plan that is adapted to the company.
Value Added: The high industrial competitivity has dictated the development for this sector that - allied with the inconstant and unstable economic environment - makes the companies very vulnerable and highly dependent of the global market. This is a concern of special relevance for the Small and Medium Size companies that are increasingly adopting Lean solutions to continuously improve their operational value chain and the management approach, for a more systemic way of thinking.
Recommendations: For some of the solutions an impact study with their implementation was made. An analysis of the success factors proposed in the literature that were verified during the assessment stage of the case study was performed as well. (original abstract)
Pełny tekst
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  2. Almanei, M., Salonitis, K., & Xu, Y. (2017). Lean Implementation Frameworks: The Challenges for SMEs. Procedia CIRP, 63, 750-755.
  3. Nagavarapu, A. (2013). Barriers for implementation of Six Sigma by Small and Medium Enterprises, SciResPub. Journal of Heat Transfer, 135(12).
  4. Antosz, K., & Stadnicka, D. (2017). Lean Philosophy Implementation in SMEs - Study Results. Procedia Engineering, 182, 25-32.
  5. Basu, R. (2019). Becoming a Lean-Driven Organization. Industry Directions, Executive Brief.
  6. Dennis, P. (2015). Lean Production Simplified - 3rd edition. Toronto: Pascal Lean Pathways Inc.
  7. Hamid, R. A. (2011). Factors influencing the success of lean services implementation: conceptual framework. In 2nd International Conference on Business and Economic Research (2nd ICBER 2011) Proceeding 2011-272, Conference Master Resources.
  8. Hermawati, A., Mas, N., Hermawati, A., & Mas, N. (2006). Critical success factors for lean implementation within SMEs. Emerald Insight, 17(4), 460-471.
  9. Hu, Q., Mason, R., Williams, S., & Found, P. (2015). Lean implementation within SMEs: a literature review. Emerald Insight, 26(7), 980-1012.
  10. Kokubu, K., & Tachikawa, H. (2013). Material Flow Cost Accounting: Significance and Practical Approach?. In J. Kauffman, & K.M. Lee (Eds.), Handbook of Sustainable Engineering. Dordrecht: Springer.
  11. Madaleno, B. (2018). Lean Production in SMEs - Diagnosis and implementation plan, a case study. Lisbon: Instituto Superior Técnico, University of Lisbon.
  12. Majava, J., & Ojanpera, T. (2017). Lean Production Development in SMEs: Case Study. Management and Production Engineering Review, 8(2).
  13. Matt, D. T., & Rauch, E. (2013). Implementation of lean production in small sized enterprises. Procedia CIRP, 12, 420-425.
  14. Nordin, N., & Adom, A. (2016). A Review on Lean Assessment Models and Performance Measures. Journal of Advanced Review on Scientific Research, 21, 2289-7887.
  15. Pakdil, F., & Leonard, K. M. (2014). Criteria for a lean organisation: Development of a lean assessment tool. International Journal of Production Research, 52(15), 4587-4607.
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  20. Romana, F. (2016b). Lean Management and Organizational Behavior. Madrid: Bubok Publishing.
  21. Romana, F. (2020). Impact Assessment on the Economic and Financial indicators of the implementation of Lean Management Model. Journal of Intercultural Management, 12(4), 49-69.
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  23. Samantoroy, P. (2017). Implementation of Lean and Challenges in SME´s. International Journal of Business Quantitative Economics and applied management research, 4, 35-43.
  24. Tetteh, E., & Burn, J. (2001). Global strategies for SMe-business: applying the SMALL framework. Logistics Information Management, 14(1/2), 171-180.
  25. Spear, S. (2019). Why doesn´t lean have a site at the table, Lean Enterprise Institute, making things better through lean thinking and practice. Lean Enterprise Institute. Retrieved from:
  26. Sunder, M. (2016). Lean six sigma project management - A stakeholder management perspective. TQM Journal, 28(1), 132-150.
  27. Sygulla, R., Bierer, A., & Götze, U. (2011). Material Flow Cost Accounting - Proposals for Improving the Evaluation of Monetary Effects of Resource Saving Process Designs. In 44th CIRP International Conference on Manufacturing Systems. 1-3 June 2011, Madison, Wisconsin, USA.
  28. Womack, J., Jones, D., & Ross, D. (1990). The Machine that Changes the World. New York: Free Press.
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