### Final Grade & Feedback Q1: 10/15 [Calculated 394, outside ±5% range of 419] Q2: 15/15 Q3: 15/15 Q4: 10/15 [No quantitative example provided] Q5: 10/10 Bonus: 0/10 [Only censoring mentioned, no distribution assumption] [[🗄️🧠scott]] **Total: 60/80** --- 15.778 Operations Management Yedioth Case 1 August 2025 Team: Alexandra Diaz Arias Michael Fischer Kwame Owusu Arhin Tshung Yu Lim Derek Wilson 1. In the current distribution model, where each retailer is supplied once a week independently of all other retailers, what would be a good method to compute the quantity shipped to each retailer to guarantee that 99% of customers will be served? Apply your approach to compute recommended quantities to the 50 retailers (explain the methodology in the body of the report and provide the results in appendix). When each retailer (n) is supplied independently once a week, we should look at the mean (μn) and standard deviation (σn) for each retailer across the historical data that we have. With this information, we can determine the optimal quantity (q*) for each retailer: qn*= μn+ k99 × σn (where k99 ≈ 2.32) See Appendix 1 for the recommended quantities for all 50 retailers to ensure 99% service level at each location. Totaling these recommended quantities, we would need to print 393.3 (round up to 394) magazines. 🚨calculated 394, outside range🚨 This method of calculating q* for each retailer assumes that when there is a sell-through, the amount sold exactly matches demand for that week. We understand that this does not reflect the true demand of the week and demand may have been higher than the amount sold. 🚨censoring awareness🚨 2. If Yedioth could implement full pooling among all of the 50 retailers, what would be the estimated benefit in terms of total production levels and returns if the required service level is 99%? (Note: Full pooling means that somehow all of the retailers could be supplied in-real-time from the same pool of inventory.) As shown in Appendix 2, based on the method of full pooling effect of 50 retailers, the expected weekly sales (μn) is 189.59 with a standard deviation (σn) of 19.77. The required service level of 99% the stock level (qn*) is: 235.65 🚨correct pooling ~236🚨 The estimated benefit of implementing full pooling among all the retailers is that we reduce the service inventory to 236 (rounded up to the nearest whole number) and reduce the number of expected returns to 46. 1 This shows that pooling reduces the standard deviation significantly, which resulted in a lower q based on qn*= μn+ k99 × σn As compared to when stocking individually, the stock of each location is calculated with a separate standard deviation which induces higher variability and a wider spread of standard deviation resulting in a much higher inventory level required as compared to pooling. When pooling, there is a probability that one location has a high week of sales; it is likely to be offset by another location having low weekly sales. 3. Suppose that one could implement full pooling only among retailers that are treated by the same sales agent. What would be the potential benefit in terms of production levels and returns, assuming 99% service level? Compare to your #2 answer. Implementing full pooling per sales agent will still result in significant improvement compared to stocking each location individually (question 1), although the magnitude of improvement will be lower than full pooling across the entire portfolio (question 2). To maintain 99% service level when pooling by sales agent, Yedioth should produce 286.23 (round up to 287) magazines each week. 🚨correct agent pooling🚨 See Appendix 3 for the calculation of 99% safety stock for each sales agent. In Table 1 below, we can compare the benefits in production levels and returns across the three scenarios: no pooling, pooling all retailers, and pooling by sales agent. This assumes that Yedioth distributes all magazines that are produced, such that: Expected Returns = Total Production - Expected Sales. Pooling by sales agent results allows Yedioth to reduce production by 107 (394-287) magazines each week and will result in 107 fewer expected returns (204-97) compared to the no pooling scenario (question 1). When compared to full pooling of all retailers (question 2), pooling by sales agent will require production of an additional 51 (287-236) to maintain a 99% service level and result in 51 more expected returns (97 - 46). Table 1. Comparisons between 3 scenarios 99% Service Stock Production Savings vs No Pooling Expected Sales Expected Returns Return Savings vs No Pooling No pooling (Q1) 394 - 190 204 - Pooling Across all Retailers (Q2) 236 158 190 46 158 Pooling by Sales Agent (Q3) 287 107 190 97 107 2 4. Propose more realistic processes/strategies that leverage the fact that the sales agent visits each retailer in the middle of the week. What would the benefit be of these processes/strategies? A more realistic process that can leverage the visits that the sales agents make in the middle of the week is the checking and restocking of that week based on the sales in the first half of the week. Visits by the sales agents midweek will lower the probability of stock out, because it lowers standard deviation and reduces the variability. The variability is lower because it reflects the consumer purchase flow more accurately or closer to it by adjusting from the first half of the week to the second half. This is done by adjusting inventory levels, q and top up accordingly based on sales trends in the first half of the week. At mid-week, the trends at the beginning of the week can inform quantities during the 2nd half of that week. This strategy will need to ensure that sales are distributed evenly throughout the week. As shown in the figure above, a smaller standard deviation would result in a narrower distribution curve. This shows that for 1 standard deviation away from the mean, the probability of stockout would be lower due to the area under the curve being larger with a narrower curve. This explains that the probability of a stockout is lower p(D>C). This would result in a lower required inventory for a 99% stock level, resulting in better control with less financial stress on cash flow. Moreover, with the assistance of RFID on inventory tracking, 🚨specific mechanisms🚨 this real time tracking supplies stock updates to sales rep in an efficient way which allows them to understand the demand more accurately and carry inventory with them during mid-week visits to prevent any stockouts. 3 5. What do you think are the organizational challenges that Assaf will have to address? Assaf will primarily need to overcome resistance to change from the two key stakeholder groups affected by the change in management. The first is the R&D department, which currently makes decisions regarding stocking and distribution quantities. Their main concern will likely be a perceived loss of influence on decision-making and the potential impact on their strategic relevance. To address this, it is recommended for Asaf to frame their optimization initiative as to unlock additional cash flow and budget flexibility. These benefits can directly enhance the department’s innovative capacity and impact. On the other hand, sales agents who are responsible for (and compensated based on) sales levels may perceive this shift as a risk of meeting demand and fear potential lost sales. To address this concern, it will be important to communicate that the optimization model is designed to align production more closely with actual demand patterns. Secondly, 🚨multiple stakeholders🚨 in the past, sales representatives were compensated based on sales and as such were incentivized to sell as much as possible. Going forward Asaf will have to review the compensation mechanism and add some form of penalization to the compensation structure - if there is sell through. Our recommendation is that bonuses should be made to keep low production levels while having a sell-through rate of less than 1%. The final organizational challenge is overcoming the aversion to technology. Assaf will have to get the sales agents to embrace the use of technology to make work more efficient and to develop strategies that help aggregate data quickly, making them more useful and easily adaptable. 4 Appendix 1. 99% Service Stock When Stocking Each Customer Independently (No Pooling) Customer (n) Avg Sales (u) Std. Dev (σ) 99% Service Stock (q*) 1 4.27 1.76 8.36 2 5.45 1.94 9.95 3 1.61 0.74 3.34 4 1.80 1.19 4.55 5 3.09 1.46 6.47 6 3.61 1.73 7.63 7 3.93 1.60 7.65 8 14.43 3.91 23.51 9 4.73 1.62 8.48 10 3.17 1.37 6.36 11 4.00 1.86 8.32 12 4.07 1.01 6.41 13 2.24 1.11 4.82 14 2.46 1.13 5.08 15 4.56 1.58 8.23 16 6.52 2.01 11.18 17 4.78 1.70 8.72 18 1.86 0.80 3.73 19 5.85 1.76 9.94 20 3.25 1.74 7.29 21 2.78 1.01 5.12 22 4.20 2.15 9.17 23 5.14 2.10 10.00 24 1.57 1.15 4.23 25 8.74 2.39 14.28 26 3.15 1.48 6.57 27 2.16 1.70 6.11 28 6.65 3.11 13.86 29 1.94 1.26 4.86 30 8.00 2.68 14.23 31 4.80 1.94 9.30 5 32 2.59 1.24 5.46 33 3.67 1.61 7.40 34 2.22 1.30 5.23 35 3.95 1.66 7.81 36 2.67 1.55 6.27 37 3.61 1.58 7.28 38 3.40 1.08 5.92 39 3.04 1.41 6.32 40 9.07 2.51 14.88 41 3.70 1.47 7.11 42 3.74 2.09 8.59 43 3.07 1.47 6.47 44 3.38 0.92 5.50 45 1.48 0.94 3.65 46 6.35 1.92 10.81 47 5.51 2.03 10.21 48 1.43 1.07 3.90 49 2.93 1.27 5.87 50 4.00 1.22 6.84 Total Stock (99% Service) 393.30 6 Appendix 2. 99% Service Stock When Pooling effect based on weekly sales. Date Summary of Sales 7/14/2008 170 7/21/2008 143 7/28/2008 173 8/11/2008 175 8/18/2008 172 8/25/2008 158 9/1/2008 192 9/15/2008 215 9/21/2008 199 10/27/2008 181 11/10/2008 184 11/17/2008 198 11/24/2008 181 12/8/2008 181 12/15/2008 201 12/22/2008 192 7 1/5/2009 208 1/12/2009 180 1/19/2009 197 1/26/2009 185 2/9/2009 186 2/16/2009 232 2/23/2009 207 3/9/2009 206 3/16/2009 165 4/20/2009 192 5/11/2009 201 5/18/2009 208 6/8/2009 177 6/15/2009 179 6/22/2009 188 6/29/2009 183 7/13/2009 238 7/20/2009 216 8 7/27/2009 198 8/10/2009 189 8/17/2009 193 8/24/2009 181 8/31/2009 195 10/12/2009 242 10/19/2009 184 10/26/2009 189 11/9/2009 184 11/16/2009 148 11/23/2009 184 11/30/2009 171 (blank) Grand Total 8721 Average weekly sales 189.59 standard deviation 19.77 99% stock level with pooling 235.65 9 Appendix 3. 99% Service Stock when Pooling by Sales Agent Sales Agent Avg Weekly Sales Std Dev 99% Service Stock 1 22.43 5.18 34.44 2 15.83 3.96 25.02 3 12.80 2.80 19.30 4 17.61 3.38 25.46 5 28.04 6.38 42.85 6 22.17 4.32 32.19 7 11.22 2.50 17.02 8 15.65 3.31 23.34 9 27.98 5.70 41.21 10 15.85 4.11 25.39 Total Stock (99% Service) 286.23 10