Integrated Capacity and Inventory Optimization for Bulk Blending Plants

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Solution Overview

Problem

Current bulk product blending and packaging plants face challenges in optimizing capacity, production, and inventory planning due to hierarchical separation of these processes, leading to inefficiencies in cost reduction and demand capture, with existing methods failing to integrate equipment, workforce, and shift structure decisions effectively.

Innovation Solution

A method and tool that uses a mixed-integer non-linear mathematical optimization model to simultaneously evaluate long-term capacity, medium-term capacity, production, and inventory decisions, optimizing batch sizes, safety stock, and equipment usage to minimize operating costs while meeting key constraints.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If hierarchical planning separates capacity planning from production and inventory planning, then capacity decisions can be made systematically, but the operational plan fails to capture opportunities to reduce cost and improve demand capture

Engineering Contradiction:
Improvesystematic capacity decision-makingVSAvoidcost reduction opportunity
Core Design Contradiction:
Ease of manufactureVSProductivity

Solution Approach 1:

The patent merges previously separate capacity planning, production planning, and inventory planning into a single integrated optimization model. This allows simultaneous consideration of equipment additions, shift structures, workforce levels, batch sizes, and safety stock decisions, enabling the system to capture cost reduction opportunities that hierarchical planning misses while maintaining systematic decision-making through mathematical optimization

Inventive Principle:
Principle #5Merging (Combining)

2Ease of manufacture

If production batch size is increased to reduce changeover costs, then manufacturing cost decreases, but wait time for other batches increases requiring increased safety stock

Engineering Contradiction:
Improvechangeover cost reductionVSAvoidsafety stock level
Core Design Contradiction:
Ease of manufactureVSQuantity of substance

Solution Approach 1:

The patent transforms the batch size decision from a fixed parameter into an optimization variable that is dynamically determined based on multiple factors including changeover costs, demand patterns, capacity constraints, and inventory holding costs. The mathematical model simultaneously optimizes batch sizes and safety stock levels, finding the optimal trade-off point that minimizes total cost rather than requiring arbitrary increases in either parameter

Inventive Principle:
Principle #35Parameter changes

3Reliability

If excess inventory and spare manufacturing capacity are maintained to meet unanticipated demand spikes, then demand fulfillment reliability improves, but operating cost increases

Engineering Contradiction:
Improvedemand fulfillment capabilityVSAvoidinventory level
Core Design Contradiction:
ReliabilityVSQuantity of substance

Solution Approach 1:

The patent replaces static excess inventory and spare capacity with dynamic optimization that adjusts production schedules, batch sizes, and safety stock levels based on actual demand patterns and capacity constraints. The integrated model determines the minimum necessary safety stock required to meet service level requirements while considering the interaction with capacity decisions, eliminating the need for conservative excess inventory holdings

Inventive Principle:
Principle #15Dynamics

4Ease of manufacture

If medium-range capacity planning is done after long-term capacity decisions, then strategic resource decisions can be made first, but the operational plan cannot optimize production and inventory in view of actual capacity

Engineering Contradiction:
Improvestrategic resource allocationVSAvoidoperational optimization
Core Design Contradiction:
Ease of manufactureVSProductivity

Solution Approach 1:

The patent inverts the traditional hierarchical approach by using integrated simultaneous optimization that determines capacity requirements based on optimal production and inventory plans rather than imposing capacity constraints first. The mathematical model works backwards from demand and operational requirements to determine the optimal capacity configuration, enabling true operational optimization while still making strategic resource allocation decisions

Inventive Principle:
Principle #13The other way round (Inversion)

Data Source

PatentEP2507672B1Method and apparatus for optimizing a performance index of a bulk product blending and packaging plant
Publication Date: 2016.01.06 EXXONMOBIL TECHNOLOGY & ENGINEERING CO
  • EP2507672B1 patent drawingFigure 1
  • EP2507672B1 patent drawingFigure 2
  • EP2507672B1 patent drawingFigure 3

AI summary

A method of generating capacity, production and inventory plans, over a designated planning horizon, which will optimize, with respect to a designated performance index, the operations of one or more bulk product blending and packaging plants while meeting key operating constraints. Also decision making tools and computer implemented programs for performing the method.