Excel Workbooks

Product Name Price
Multiple Item Newsvendor Problem (xls) $25.00 Buy Now
This Excel workbook finds the optimal solution to the multiple item newsvendor problem, where the quantities purchased are limited by a budget constraint.


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Netsolver (xls) $25.00 Buy Now
An Excel workbook that implements a minimum cost flow network optimization algorithm using VBA code. This can be used to solve assignment, transportation, transshipment, and many other single-commodity network flow optimization problems.

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Order Cycle Service Level Tutorial (xls) $25.00 Buy Now
An Excel workbook that exposes the folly of using an order cycle service level and argues for using the unit fill rate service level.

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Personal Operations Management (xls) $25.00 Buy Now
An excel workbook that provides a practical approach for storing, sorting, and managing a personal task list. This work includes easy-to-use buttons that allows users to organize tasks in very practical and helpful ways.

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Price Optimization (xls) $25.00 Buy Now
This Excel workbook fits an exponential price-demand curve of the form D(p) = α∙exp(−β∙p) to two user-define points (p1, D1) and (p2, D2), where p is the price and D is the demand in units. The parameters α and β for the price-demand curve are estimated by solving two equations simultaneously. Calculus is then used to find the price that optimizes total profit, given the unit cost. The optimal price, optimal demand, and optimal revenue are also reported. The price-demand and the price-profit curves are then drawn.

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Price-Leadtime Elasticity of Demand (xls) $25.00 Buy Now
An Excel workbook that can be used to forecast the demand for a product with a change in the price and/or a change in the leadtime. The model estimates the elasticities for both price and leadtime based on historical data for one or more products. See the companion paper entitled “Forecasting Demand Based on Price and Leadtime.”

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Project Hopper (xls) $25.00 Buy Now
This Excel workbook helps organizations score project opportunities on the basis of benefit and effort, where both benefit and effort are multi-dimensional constructs defined by the users. The workbook also creates a graph that can be used to help the team identify the best projects. This workbook was designed to support the “project hopper” for a lean sigma program, but can be used for any type project selection activity.

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Project Schedule Template (xls) $25.00 Buy Now
This Excel workbook is an easy-to-use project scheduling tool that displays the start and end times for each task in a project. Large projects often require Microsoft Project or other dedicated project management software. However, most managers do not have easy access to Microsoft Project and do not have the time to learn how to use it. Most process improvement projects are small enough that they can be managed with this simple Excel-based scheduling tool.

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Queuing Models (xls) $25.00 Buy Now
This Excel workbook includes four worksheets that provide four types of queuing analysis. The first worksheet allows the user to input a number of system input parameters and immediately see the steady state (long-term) results. The second worksheet shows the graphs for a range of servers. The third worksheet analyzes systems that have a target time in system and a target service level. The fourth and last worksheet provides an economic analysis of a queuing system that can be used when the user knows the cost for the customer time in the system and the cost for the capacity.

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Rolled Throughput Yield Calculator (xls) $25.00 Buy Now
This Excel workbook is a simple and practical tool for computing both process yields and rolled throughput (first pass) yields for a process.

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Safety Stock (xls) $25.00 Buy Now
This worksheet provides a complete tool for determining safety stocks and order quantities for independent demand inventory systems using both the fill rate and the shortage cost methods. Using the two methods to complement one another is a powerful idea. One method can be used to validate the results of the other method, and the user can iterate to find a pair of consistent values. The worksheet finds the optimal safety stock for both continuous and periodic review systems and calculates the reorder point for continuous review and the target inventory for periodic review systems.

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Safety Stock with Multiple Items (xls) $25.00 Buy Now
This worksheet provides a complete tool for determining optimal order quantities and safety stocks for many items using the unit fill rate method for both continuous and periodic review systems. The workbook provides extensive analysis and comparison of the results. It is often possible to improve both inventory investment and service levels at the same time by reducing some safety stocks and increasing others.

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School District Optimization Decision Support System (xls) $25.00 Buy Now
An Excel workbook that optimizes the assignment of small census areas of students to schools in order to find the balance between many goals, including minimize the average travel time per student, the maximum travel time per student, and disparities in the percent of students in the free and subsidized lunch programs while making sure that every student is assigned to exactly one school and that school capacity constraints are satisfied.

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Seasonal Factors (xls) $25.00 Buy Now
This Excel workbook simultaneously finds the best estimates of the intercept and slope for a trend line and the seasonal factors for user-provided demand data.

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Service Guarantee (xls) $25.00 Buy Now
An Excel workbook that presents a simple model that can help firms evaluate the benefits of a service guarantee on their total customer base. This is a good teaching tool to help people understand these benefits.

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Sigma Level (xls) $25.00 Buy Now
An Excel workbook that determines the sigma level for a process given the number of defects per million opportunities and the shift in the mean.

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Slow-Moving Inventory Model (xls) $25.00 Buy Now
An Excel workbook that finds the optimal target inventory level for slow moving items assuming Poisson distributed demand and a one-for-one ordering policy. The user must specify both the shortage cost and the carrying cost parameters. See the companion paper entitled “Managing Slow-Moving Inventory.”

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Smart Pull System (xls) $25.00 Buy Now
An Excel workbook that can help firms set target inventories (and associated safety stocks) based on demand forecasts. This can be used as a tool to help implement a lean pull system. See the companion paper by the same name.

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Staffit (xls) $25.00 Buy Now
An Excel workbook that implements an interactive approximate M/G/s queuing model with costing features to help firms determine appropriate staffing levels for each period of the day. The name “Staffit” is a play on the words “staff” and “fit” and is motivated by the fact that the workbook finds the best “fit” staffing for a given demand pattern.

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Student Project Assignment Technique (xls) $25.00 Buy Now
An Excel workbook that implements an interactive network optimization for assigning students to project teams. This workbook implements a minimum cost network optimization model and is implemented in Excel using VBA. SPAT is an acronym for the Student Project Assignment Technique.

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