Estudo empírico sobre os facilitadores para adequação dos sistemas de medição de desempenho às tecnologias da Indústria 4.0

Abstract

Performance measurement systems (PMS) are fundamental components of performance management, particularly in light of the rapid transformations occurring within organizations' internal and external environments. As a result, there is a growing need for dynamic and resilient PMS capable of adapting to these changes. Industry 4.0 (I4.0) technologies, in particular, hold significant potential for enhancing PMS. However, the implementation of these technologies within PMS is a complex process and is susceptible to various barriers. Consequently, it is essential to identify the enablers that facilitate this implementation process to effectively adapt PMS in the context of I4.0. Therefore, this thesis aims to analyze the most relevant enablers in the implementation process of I4.0 technologies in PMS, applying the Fuzzy DEMATEL method. For this purpose, a scientific mapping and systematic literature review were initially carried out to comprehensively understand the research field and identify the primary studies and contributions related to I4.0 technologies in PMS, as well as the key enablers involved in their implementation process. Subsequently, the Fuzzy DEMATEL method was applied to select and rank the most significant enablers based on expert opinion. The findings unfold that I4.0 technologies have a positive impact on PMS, specifically in terms of enhancing strategic management decisions. By leveraging I4.0 technologies such as cyber-physical systems, internet of things, big data analytics, simulation, and virtualization techniques within PMS, organizations can foster intelligent, decentralized, autonomous, and real-time decision-making in a broader network involving all stakeholders. The application of the Fuzzy DEMATEL method pointed out the most significant enablers for the implementation of I4.0 technologies in PMS and prioritized as follows: "Accessibility and data integration," "Data quality," and "Clarity on the economic benefits of implementing I4.0 technologies in PMS"; "Top management support"; "Adequate digital infrastructure"; "Qualified employees" and "Continuous training of employees"; and "Creation of government policies and incentives". In conclusion, this thesis contributes to understanding of the enablers required for the effective adoption of I4.0 technologies in PMS.