Professional Documents
Culture Documents
Mass Customization
and Customer
Centricity
In Honor of the
Contributions of
Cipriano Forza
Mass Customization and Customer Centricity
Thomas Aichner • Fabrizio Salvador
Editors
Mass Customization
and Customer
Centricity
In Honor of the Contributions
of Cipriano Forza
Editors
Thomas Aichner Fabrizio Salvador
South Tyrol Business School Operations and Technology Management
Bolzano, Italy IE Business School
IE University
Madrid, Spain
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Professor Cipriano Forza
Foreword: The Academic Story of Cipriano
Late afternoon, June 1992, Monte Berico. There are only three people in
the Operations Management Lab at the Institute of Management and
Engineering: Cipriano, another Ph.D. student, and me. Cipriano is
hunched over his keyboard. The data he’s working on for his doctoral
thesis isn’t quite adding up the way he’d like it to. He’s been sitting there
for weeks. His mobile rings and his eyes widen when he sees his wife’s
name appear on the display: “Where are you?” “I’m … on the way
home …” “You said you’d be back early!” Cipriano, abruptly jolted back
into the real world, stands up and motions us—as we try to stifle our
laughs—to be quiet: “I’ll be home in a few minutes.” He sits back down
and continues to tap away at his computer, the phone call already a dis-
tant memory. Sometimes, a person’s passion for research is all-consum-
ing. This comedic episode recurred on several occasions, each of which
has been etched into my memory.
His passion for study and research had taken hold of him definitively
the year before when he had visited Professor Roger Schroeder at the
Carlson School of Management, the University of Minnesota in August
to work on the design of the international survey on WCM (World Class
Manufacturing). The study, initially set to involve only Italy, the United
States, and Japan, was later extended to other several countries to com-
pare various companies’ practices and performance and to seek out the
connections between managerial practices and company performance.
vii
viii Foreword: The Academic Story of Cipriano
with his students, eager to provide them with the stimulation and profes-
sional preparation they need to meet the challenges of work, life, and the
wider world. He also brought an equal and unwavering level of commit-
ment to his post as Director of the Ph.D. School.
In recent years, he has cultivated some significant lines of research for
which he has become an international point of reference, most notably
the phenomenon of “mass customization,” which also appears in
this book.
While I may have offered a contribution to Cipriano’s growth and
education over the years, I have also received a great deal in return from
him, both as a person and as a scientist. For this, I am grateful to him.
Roberto
Emeritus Professor of Management and Filippini
Engineering, Ph.D. supervisor
of Cipriano Forza
Preface
Presentation
This book honors the contributions and remarkable career of Cipriano
Forza, Professor of Management Engineering at the University of Padova,
Italy. He is a Member of the Scientific Committee of Academic Journal
Guide (ABS), an Associate Editor of the Decision Sciences Journal, and a
former Associate Editor of the Journal of Operations Management. As one
of the world’s foremost researchers in the area of mass customization and
operations management, Professor Forza published more than 200 scien-
tific articles with over 10,000 citations on Google Scholar. For his
groundbreaking work, he received several awards, including the Dr. Theo
Williamson Award for Excellence (1997), best paper awards by Production
Planning and Control (2005) and the Journal of Operations Management
(2006), the Harry Boer Highly Commended Award (2016), and the
EurOMA Fellowship Awards (2021).
Besides being a successful researcher and popular university professor,
Cipriano Forza is a wonderful individual, an inspiring mentor, and a fun
person to be around. The individual stories written by his former
Ph.D. students and found at the end of this book will provide the readers
a unique glimpse at the life of a beloved supervisor and friend.
The two editors of this book have completed their doctoral studies
under Cipriano Forza’s supervision and wish to express their gratitude to
xi
xii Preface
their supervisor with this Festschrift. The fact that so many colleagues,
friends, and former Ph.D. students answered the call to contribute to this
edited book is proof of his reputation and degree of esteem in the scien-
tific community.
Book Contents
Leading researchers and practitioners that have been working with the
honoree contributed a broad range of findings from conceptual and
empirical research about mass customization and personalization to this
book. The individual chapters take a customer-centric view on the chal-
lenges and opportunities of product and service customization from an
operations management, information technology, entrepreneurship,
marketing, and organizational perspective. The authors explore key ideas,
current developments, as well as future research directions.
The first chapter, written by Alessio Trentin and Fabrizio Salvador,
conceptually investigates the potential of form postponement for improv-
ing a manufacturer’s sales performance depending on its customers’ inter-
related preferences for customization and responsiveness. The chapter
argues that form postponement can foster customer utility not only and
not necessarily by ensuring the rapid delivery of many pre-specified prod-
uct variants—as typically assumed by prior research—but also by provid-
ing customers more time to articulate their needs or by sparing them the
trouble of forecasting how their needs will change during the product’s
lifespan. A typological theory linking form postponement type, customer
utility, and sales performance is hence proposed, which shows that the
operations’ ability to apply form postponement can play a much more
proactive role than implied by the existing literature in the definition of
a manufacturer’s marketing strategy.
In the second chapter, Aleksandra M. Staskiewicz and her co-authors
Lars Hvam, Anders Haug, and Niels H. Mortensen discuss the role of
stock keeping units management in product variety reduction projects.
Specifically, the authors study why companies may fail to achieve
Preface xiii
This Festschrift would not have been possible without the contribution
of the authors. In addition, several other people have helped to realize
this book and make it a success.
First and foremost, we are grateful to Professor Roberto Filippini, who
supervised Cipriano Forza when he was a doctoral student. His contribu-
tion closes the circle and provides an exclusive view on the career and
development of Cipriano Forza from being a Ph.D. student himself to
becoming a professor and Ph.D. supervisor.
Second, we acknowledge and appreciate the help of those who reviewed
the single chapters or earlier drafts of the book and provided valuable
feedback.
Third, a special thanks goes to the photographer Tamás Thaler, who
allowed us to use the snapshot of the honoree.
Finally, we thank our universities for providing the needed support
with regard to access to databases and other human or financial resources
needed to complete this book.
xv
Contents
Revisiting Form Postponement at the Operations-Marketing
Interface: Form Postponement Types, Customer Utility and
Sales Performance 3
Alessio Trentin and Fabrizio Salvador
The Role of SKU Management in Product Variety Reduction
Projects 37
Aleksandra Magdalena Staskiewicz, Lars Hvam, Anders Haug, and
Niels Henrik Mortensen
The Internationalization of SME Production: Organizational
Challenges and Strategic Opportunities 61
Igor Kalinic
Interorganizational Enablers of Mass Customization:
A Literature Review 85
Enrico Sandrin
xvii
xviii Contents
The Ghost in the Machine: A Multi-method Exploration of the
Role of Individuals in the Simultaneous Pursuit of Flexibility
and Efficiency101
Fabrizio Salvador and Cipriano Forza
Online Shopping Preferences in Mass Customization:
A Comparison Between 2008 and 2021151
Paolo Coletti, Thomas Aichner, and Abdel Monim Shaltoni
Creating Customization Experiences: The Evolution
of Product Configurators179
Paul Blazek
Enhancing Users’ Digital Social Interactions While
Shopping via Online Sales Configurators211
Chiara Grosso
Impact of Racial Diversity in Advertising on the Perception
of Mass-Customized Products by Consumers239
Thomas Aichner, Amanda Brutto, and Michael Nippa
Bibliometrics and Citation Analysis of the Works
of Professor Forza275
Thomas Aichner and Minh Tay Hyunh
Contents xix
Retrospective of the MCP-CE Conference in the Period of
2004–2020313
Zoran Anišić, Nikola Suzić, and Nenad Medić
I ndex347
List of Contributors
xxi
xxii List of Contributors
xxiii
xxiv List of Figures
xxix
xxx List of Tables
1 Introduction
Form postponement (FP) is an instance of the broader principle of post-
ponement that Alderson formulated as early as in 1950 to promote the
efficiency of “a marketing flow” (p. 15) or, to use today’s terminology, of
a supply chain. This principle proposes that both “changes in form and
identity” and “changes in inventory location” be postponed as much as
possible (Alderson, 1950, p. 15). Form postponement (FP) is the term
coined by Zinn and Bowersox (1988) to denote the application of this
A. Trentin (*)
Department of Management and Engineering, University of Padova,
Vicenza, Italy
e-mail: alessio.trentin@unipd.it
F. Salvador
Operations and Technology Management, IE Business School, IE University,
Madrid, Spain
principle to what Alderson (1950, p. 15) had called “changes in form and
identity” and Heskett (1977, p. 87), almost three decades later, had more
effectively termed “commitment of resources to specific end products”.
The same concept has also been dubbed in literature as delayed (product)
differentiation (e.g., Lee & Tang, 1997; Su et al., 2010), delayed/late
customization (e.g., Tibben-Lembke & Bassok, 2005; Ngniatedema
et al., 2015), manufacturing postponement (e.g., Nair, 2005; Kisperska-
Moron & Swierczek, 2011) or simply postponement (e.g., Zinn, 1990;
Feitzinger & Lee, 1997). What all these terms have in common is that
they refer to the deferral of transformation activities that specialize work-
in-progress inventory into specific product variants (Forza et al., 2008).
We will refer to these manufacturing tasks as product differentiation
activities (PDAs).
The fundamental benefit with which FP has typically been credited in
the academic literature is improvement of a supplier’s efficiency in serving
a market that requires the rapid delivery of many product variants
(Graman & Sanders, 2009; Choi et al., 2012). The fundamental mecha-
nism behind this widely accepted benefit is the reduction in the supplier’s
demand uncertainty (Cavusoglu et al., 2012). If a forecast-driven PDA is
postponed until customer order receipt, or at least to a point in time
closer to order entry, then the supplier’s uncertainty about the mix of
PDA outcomes that the market will demand is eliminated or at least
reduced. This decreases the inventory-holding costs that the supplier
must incur to guarantee a given customer service level (e.g., Zinn, 1990;
Aviv & Federgruen, 2001; Kumar & Wilson, 2009; Wong et al., 2011;
Varas et al., 2018). Savings in inventory are, as observed by Set and
Panigrahi (2015), the typical justification offered by the academic litera-
ture for the adoption of FP.
We contend that this picture of how FP creates value for a supplier is
overly simplistic, as it is restricted to the assumption that customers’ util-
ity is increased only through the rapid delivery of many pre-specified
product variants, as happens in the strategies of segmented standardiza-
tion and customized standardization (cf. Lampel & Mintzberg, 1996).
Yet, especially in the case of durable and expensive goods, customers’
utility may also be increased by giving customers the possibility to specify
product features that will require ad hoc engineering, as happens in the
Revisiting Form Postponement at the Operations-Marketing… 5
2 Literature Review
Prior research has mainly focused on the application of FP to a forecast-
driven PDA (Forza et al., 2008). If such an activity is postponed until
customer order receipt—an instance of what Forza et al. (2008, p. 1070)
called “from forecast to order driven FP”—then the supplier’s uncertainty
about the mix of PDA outcomes that the market will demand is elimi-
nated (Bucklin, 1965; Zinn & Bowersox, 1988). If, instead, the PDA is
deferred to a point in time closer to, but still before, customer order
entry—an instance of “remaining forecast driven FP” according to Forza
et al.’s (2008, p. 1071) terminology—then the supplier’s demand mix
Revisiting Form Postponement at the Operations-Marketing… 7
1
This point is consistent with Wong and Lesmono’s (2013, p. 105) prior and more general observa-
tion that “most existing studies […] tend to associate the level of customization with the number
of product variants”.
Revisiting Form Postponement at the Operations-Marketing… 13
2
Following the attribute-based marketing approach, we conceptualize any product “as a bundle of
well-defined attributes” (Srinivasan et al., 1997). Each product variant is defined by a specific set of
levels (or values) of the product’s attributes.
Revisiting Form Postponement at the Operations-Marketing… 15
Table 3 Form postponement (FP) types and customers’ preferences for choice (C),
adaptability (A), reconfigurability (RC) and responsiveness (RS)
Customer utility
profile FP type that maximizes sales revenue under the
# C A RC RS customer utility profile
1 High No No High From-forecast-to-order-driven FP
2 Low No No High Remaining-forecast-driven FP
3 High Yes No Low Remaining-order-driven FP
4 Low Yes No Low Remaining-order-driven FP (less beneficial than
under Profile 3)
5 High No No Low Remaining-order-driven FP (less beneficial than
under Profile 3)
6 Low No No Low Remaining-order-driven FP (less beneficial than
under Profile 3)
7 High Yes Yes Low From-order-driven-to-customer-performed FP
8 Low Yes Yes Low From-order-driven-to-customer-performed FP (less
beneficial than under Profile 7)
9 High No Yes Low From-order-driven-to-customer-performed FP (less
beneficial than under Profile 7)
10 Low No Yes Low From-order-driven-to-customer-performed FP (less
beneficial than under Profile 7)
11 High No Yes High From-forecast-driven-to-customer-performed FP
12 Low No Yes High From-forecast-driven-to-customer-performed FP (less
beneficial than under Profile 7)
covariance patterns are recognized in the existing literature (cf. Wong &
Lesmono, 2013) and explain why the four profiles combining “yes”
adaptability with “high” responsiveness are omitted in Table 3. The
remaining profiles are discussed in the following, with the objective of
identifying the FP type that maximizes a supplier’s sales revenue under
each profile.
When customers do not value reconfigurability, transferring a PDA to
them (i.e., from-order/forecast-driven-to-customer-performed FP) will
reduce a supplier’s revenue, as customers will prefer competing offerings
that do not force them to perform product configuration tasks.
Consequently, for Profiles 1–6, from-order/forecast-driven-to-customer-
performed FP are dominated by the other three FP types.
If customers are also willing to sacrifice adaptability for delivery speed
(Profiles 1 and 2), a large portion of the production process, if not the
entire process, must be performed on a to-forecast basis. This means that
there is little room for applying remaining-order-driven FP. As a matter
Revisiting Form Postponement at the Operations-Marketing… 17
of fact, when delivery lead-times are short, the maximum time lapse by
which an order-driven PDA can be deferred while remaining order-
driven is short. Consequently, the ideal FP type must be chosen between
remaining-forecast-driven FP and from-forecast-to-order-driven FP.
When customers expect quick response but are willing to trade on-
hand availability of end-products for higher product choice (Profile 1),
from-forecast-to-order-driven FP dominates remaining-forecast-driven
FP (cf, Harrison & Skipworth, 2008; Wong & Eyers, 2011). As a matter
of fact, when the number of attribute levels requested by the market is
large, continuing to create the corresponding product features to forecast
leads to excess inventory without ensuring the expected level of customer
service (Holweg & Pil, 2001; Salvador et al., 2007). Conversely, when
customers do not require high product choice (Profile 2), the ideal FP
type is remaining-forecast-driven FP, as it preserves on-hand availability
of end-products.
Suppose now that customers accept low responsiveness in exchange for
adaptability (Profiles 3 and 4). In this case, given the constraint “engi-
neering before production”, the PDA must be performed to order. This
leaves remaining-order-driven FP as the only option (recall that we are
still discussing the case in which customers do not wish reconfigurabil-
ity). Remaining-order-driven FP improves sales revenue by allowing cus-
tomers to purchase a partially specified product and then to define the
output of the PDA just before its execution. This may be essential to win
orders when customers are unable to fully specify, at the time of purchase,
the products they need (e.g., Hoyt & Lopez-Tello, 2001). Notably, the
uncertainty reduction benefits of remaining-order-driven are less appeal-
ing when choice is “low” (Profile 4) rather than “high” (Profile 3), because
adding choice to adaptability further increases customers’ output utility
uncertainty (cf. previous section). Likewise, this FP type is less appealing
when customers are willing to accept low responsiveness even without
expecting adaptability (Profiles 5 and 6), as in this case their output util-
ity uncertainty is driven only by choice (cf. previous section) and, there-
fore, is lower.
Now, let us go back to the case in which customers trade responsive-
ness for adaptability and let us assume that they also value reconfigurabil-
ity as a means to reduce their output utility uncertainty (Profiles 7–8).
Meeting customers’ expectation for reconfigurability necessitates that the
18 A. Trentin and F. Salvador
“If Cottington outdo me,” says the son, “he be-whipt.” And so, after
the election of St. George as the seventh champion of Christendom,
ends one of the longest acts that Bull or Cockpit was ever asked to
witness and applaud.
The next act is briefer but far more bustling. We are in that
convenient empire of Trebizond, where everything happened which
never took place, according to the romances. The whole city is in a
state of consternation at the devastations of a detestable dragon,
and a lion, his friend and co-partner. The nobles bewail the fact in
hexameters, or at least in lines meant to do duty for them; and the
common people bewail the fact epigrammatically, and describe the
deaths of all who have attempted to slay the monsters, with a
broadness of effect that doubtless was acknowledged by roars of
laughter. Things grow worse daily, the fiends look down, and general
gloom is settling thick upon the empire, when Andrew of Scotland
and Anthony of Italy arrive, send in their cards, and announce their
determination to slay both these monsters.
Such visitors are received with more than ordinary welcome. The
emperor is regardless of expense in his liberality, and his daughter
Violetta whispers to her maid Carinthia that she is already in love
with one of them, but will not say which; a remark which is answered
by the pert maid, that she is in love with both, and would willingly
take either. All goes on joyously until in the course of conversation,
and it is by no means remarkable for brilliancy, the two knights let fall
that they are Christians. Now, you must know, that the established
Church at Trebizond at this time, which is at any period, was
heathen. The court appeared to principally affect Apollo and Diana,
while the poorer people put up with Pan, and abused him for
denouncing may-poles! Well, the Christians had never been
emancipated; nay, they had never been tolerated in Trebizond, and it
was contrary to law that the country should be saved, even in its dire
extremity, by Christian help. The knights are doomed to die, unless
they will turn heathens. This, of course, they decline with a dignified
scorn; whereupon, in consideration of their nobility, they are
permitted to choose their own executioners. They make choice of the
ladies, but Violetta and Carinthia protest that they can not think of
such a thing. Their high-church sire is disgusted with their want of
orthodoxy, and he finally yields to the knights their swords, that they
may do justice on themselves as the law requires. But Andrew and
Anthony are no sooner armed again than they clear their way to
liberty, and the drop scene falls upon the rout of the whole empire of
Trebizond.
The third act is of gigantic length, and deals with giants. There is
mourning in Tartary. David has killed the king’s son in a tournament,
and the king remarks, like a retired apothecary, that “Time’s plaster
must draw the sore before he can feel peace again.” To punish
David, he is compelled to undertake the destruction of the enchanter
Ormandine, who lived in a cavern fortress with “some selected
friends.” The prize of success is the reversion of the kingdom of
Tartary to the Welsh knight. The latter goes upon his mission, but he
is so long about it that our old friend Chorus enters, to explain what
he affirms they have not time to act—namely, the great deeds of St.
George, who, as we learn, had slain the never-to-be-forgotten
dragon, rescued Sabrina, been cheated of his reward, and held in
prison seven years upon bread and water. His squire, Suckabus,
alludes to giants whom he and his master had previously slain, and
whose graves were as large as Tothill Fields. He also notices
“Ploydon’s law,” and other matters, that could hardly have been
contemporaneous with the palmy days of the kingdom of Tartary.
Meanwhile, David boldly assaults Ormandine, but the enchanter
surrounds him with some delicious-looking nymphs, all thinly clad
and excessively seductive; and we are sorry to say that the Welsh
champion, not being cavalierly mounted on proper principles, yields
to seduction, and after various falls under various temptations, is
carried to bed by the rollicking nymph Drunkenness.
But never did good, though fallen, men want for a friend at a pinch.
St. George is in the neighborhood; and seedy as he is after seven
years in the dark, with nothing more substantial by way of food than
bread, and nothing more exhilarating for beverage than aqua pura,
the champion of England does David’s work, and with more
generosity than justice, makes him a present of the enchanter’s
head. David presents the same to the King of Tartary, that, according
to promise pledged in case of such a present being made, he may
be proclaimed heir-apparent to the Tartarian throne. With this bit of
cheating, the long third act comes to an end.
The fourth act is taken up with an only partially successful attack by
James, David, and Patrick, on a cruel enchanter, Argalio, who at
least is put to flight, and that, at all events, as the knights remark, is
something to be thankful for. The fifth and grand act reveals to us the
powerful magician, Brandron, in his castle. He holds in thrall the King
of Macedon—a little circumstance not noted in history; and he has in
his possession the seven daughters of his majesty transformed into
swans. The swans contrive to make captives of six of the knights as
they were taking a “gentle walk” upon his ramparts. They are
impounded as trespassers, and Brandron, who has some low
comedy business with Suckubus, will not release them but upon
condition that they fight honestly in his defence against St. George.
The six duels take place, and of course the champion of England
overcomes all his friendly antagonists; whereupon Brandron, with his
club, beats out his own brains, in presence of the audience.
At this crisis, the King of Macedon appears, restored to power, and
inquires after his daughters. St. George and the rest, with a use of
the double negatives that would have shocked Lindley Murray,
declare
The swans, however, soon take their pristine form, and the three
daughters appear fresh from their plumes and their long bath upon
the lake. Upon this follows the smart dialogue which we extract as a
sample of how sharply the King of Macedon looked to his family
interests, and how these champion knights were “taken in” before
they well knew how the fact was accomplished.
And, fore George, as our fathers used to say, they make a night of it.
The piece ends with a double military reel, and the audiences at the