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1 – 10 of 17Leonardo Ensslin, Clarissa Carneiro Mussi, Sandra Rolim Ensslin, Ademar Dutra and Lydia Pereira Bez Fontana
The purpose of this paper is to support the management of organizational knowledge retention through a multi-criteria decision aiding–constructivist model.
Abstract
Purpose
The purpose of this paper is to support the management of organizational knowledge retention through a multi-criteria decision aiding–constructivist model.
Design/methodology/approach
This exploratory and descriptive case study presents a decision support model guided by the constructivist approach and proactive in its operationalization.
Findings
The objectives and concerns of decision-makers regarding the retention of organizational knowledge are identified and organized into six strategic areas of concern, namely, recognition, knowledge dissemination, organizational culture, succession of professionals, management of vulnerability origins and knowledge management; a multi-criteria model is constructed and operationalized by a cluster of cardinal scales, showing and measuring the status quo of the performance profile, both in a local and global way, to support the management of the organization's knowledge retention; activities are classified into three performance levels (compromising, competitive and excellent), supported by graphical and numerical evidence; and the process to generate actions to improve the performance of critical activities and create the conditions to maximize the results of the organization is illustrated.
Practical implications
Based on the model, decision-makers are now aware of the essential aspects to support knowledge retention management, enabling them to monitor the current situation and proactively respond to ensure that the current knowledge potential is maintained and exploited.
Originality/value
Use of a constructivist approach to support the management of knowledge retention, incorporating into the model the specifics of the context and the values of its managers, and thus giving it legitimacy.
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Leonardo Ensslin, Ademar Dutra, Sandra Rolim Ensslin, Edinei Antonio Moreno, Leonardo Corrêa Chaves and André Andrade Longaray
This study aims to examine the characteristics of scientific publications that address the management of higher education institution (HEI) libraries from a sustainability…
Abstract
Purpose
This study aims to examine the characteristics of scientific publications that address the management of higher education institution (HEI) libraries from a sustainability perspective, through a bibliometric analysis, to contribute to the development of knowledge and to identify opportunities for further research.
Design/methodology/approach
The knowledge development process-constructivist instrument was used to select a portfolio of 24 articles that are scientifically acknowledged and aligned with the theme “Sustainable Management of Libraries in Higher Education Institutions” and delimited by the authors. This study, guided by a constructivist perspective, was carefully conducted to discern selections that differ from traditional definitions. The analysis followed a qualitative approach and used the following variables: fruitful authors, connection networks between authors and vision of sustainability (the degree of dimensional coverage).
Findings
The analysis of the literature highlighted the partnerships of authors from countries belonging to the American continent as the most involved in research on the subject and the evolution from a one-dimensional view – centred on the environment – to a multidimensional view.
Originality/value
The understanding is that library management in HEIs, from a sustainability perspective, is an essential aspect of institutional legitimacy for the stakeholders. Therefore, sustainability should be treated in a multidimensional way and integrated with the institution’s values.
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Andre Eduardo Staedele, Sandra Rolim Ensslin and Fernando Antônio Forcellini
The purpose of this paper is to focus on the analysis of the characteristics and gaps of a literature fragment from the international scientific publications on performance…
Abstract
Purpose
The purpose of this paper is to focus on the analysis of the characteristics and gaps of a literature fragment from the international scientific publications on performance evaluation in lean production, aiming to generate new knowledge and suggestions for future scientific research.
Design/methodology/approach
The authors have adopted “ProKnow-C” methodology, a qualitative research approach that is used for literature selection, identification, analysis and reflection on the established characteristics.
Findings
From a bibliographic portfolio of 67 research works, 91 per cent of the works have individual metrics and 84 per cent have sets of metrics. Evaluating the focus of the performance measurement system, 34 per cent of works measure performance, 43 per cent compare performance and only 18 per cent assist in strategic planning. Evaluating the phases of the PMS life cycle, 87 per cent attend to the design, and 66 per cent attend to the activities of data collection, allow diagnosis, evaluate performance and communicate results. However, only 3 per cent of the studies analysed the use of PMS after its implementation and no research evidenced the review of metrics and objectives based on strategic planning.
Research limitations/implications
The search formula to capture the bibliographic portfolio (BP) was limited to the following terms: performance measurement, performance evaluation, performance assess*, performance appraisal, management, indicator*, critical factors, best practices, lean production, lean manufacturing and lean system. The BP was determined based on the limitations set by the research authors: articles published in English and Portuguese languages, from 2000 to 2018, in the Engineering Village, Scopus, EBSCO, Web of Science, ProQuest and Science Direct databases, which were freely available on the internet. Lastly, conceptual knowledge was used to select the articles, so there is a chance that unintentional losses could happen.
Practical implications
As practical implications for practitioners, the authors have identified that a PMS from an organisation that aims to become “lean” needs to be defined and revised considering its strategy, adjusting its set of metrics and targets to the internal and external challenges. As practical implications for researchers, opportunities have been identified to develop longitudinal studies in PMS utilisation and review to understand how the measurement system must evolve over time through changes in the internal and external environments of organisations.
Originality/value
This research adds value because its results allow researchers and practitioners to visualise the boundaries of the knowledge from the BP, about performance management in lean production, and what their gaps are in relation to the reference model of performance evaluation. This research is original because it was not observed in the literature review, a research that used the ProKnow-C methodology for analysis of the alignment and gaps between lean production and performance evaluation.
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Leonardo Ensslin, Sandra Rolim Ensslin, Ademar Dutra, Nei Antônio Nunes and Cassiano Reis
The purpose of this paper is to collect data and select a bibliographic portfolio (BP) of the literature on the performance evaluation of business process management (BPM…
Abstract
Purpose
The purpose of this paper is to collect data and select a bibliographic portfolio (BP) of the literature on the performance evaluation of business process management (BPM) governance, in order to highlight studies aligned with business process governance, and with scientific recognition and its bibliometric parameters.
Design/methodology/approach
The research method is qualitative and the process of identification, selection, and analysis of the articles in the BP took place through evaluation and interpretation by the authors of this research. Regarding data collection, this research used primary data in the selection of the BP, and secondary data when the authors analyzed the articles.
Findings
The paper selects a set of 19 articles with scientific recognition and aligned with the research topic, which refers to the performance evaluation of BPM governance. This set is called the BP, and highlights and contains the most often present journals, articles, authors, and keywords found in the search performed by the authors.
Originality/value
This research uses thorough procedures for the selection process that differ from traditional procedures: the selection process is structured in a way that allows checking of each research stage; the research topic is fragmented into many areas of study and the search is carried out simultaneously in all these areas; and the researchers interact with the search process and as they expand their learning they adjust the search direction.
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Sandra Rolim Ensslin, Larissa Marx Welter and Daiana Rafaela Pedersini
This study analysed international publications related to the performance evaluation (PE) theme to compare the public and private sectors with a focus on the metrics and a…
Abstract
Purpose
This study analysed international publications related to the performance evaluation (PE) theme to compare the public and private sectors with a focus on the metrics and a reflection on the consideration of each sector's characteristics.
Design/methodology/approach
In total, two bibliographic portfolios (BPs) were selected with the aid of the Knowledge Development Process-Constructivist (ProKnow-C) instrument, and the literature was systematically and critically reviewed to construct a theme literature map; the metrics analysed the performance evaluation systems (PESs) used in the studies and identified each sector's characteristics and PES behaviour based on these characteristics.
Findings
The two sectors stand out because of the low incidence of articles with cardinal scales, which enable the measurement and identification of the consequences of performance that are below or above the target. The behaviour of the sector characteristics was unusual, especially regarding the user and the organisational structure; it was found that the presence or absence of critical factors, such as communication, may prove to be a differential of success or failure. An absence of the organisation's particularities when designing and using a PES was noted.
Originality/value
The contributions relate to (1) identification of the public and private sector characteristics based on the selected literature, which helps in understanding the critical success and failure factors of an organisation's PES, especially with regard to metrics adequacy for each context; and (2) verification of the paths taken by the literature in both sectors.
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Larissa Marx Welter and Sandra Rolim Ensslin
The objectives of this study were to verify and group the unintended consequences (UCs) of performance evaluation systems (PESs) reported by empirical studies in the literature;…
Abstract
Purpose
The objectives of this study were to verify and group the unintended consequences (UCs) of performance evaluation systems (PESs) reported by empirical studies in the literature; and to determine whether these consequences manifest themselves at the managerial or the operational level of organisations.
Design/methodology/approach
A systematic review of the literature was undertaken using the intervention instrument Knowledge Development Process-Constructivist. In total, 33 scientifically relevant empirical articles were selected from the Scopus and Web of Science databases, representative of the theme of PESs’ UCs. The treatment of the data was due to critical reflection on the findings, synthesized in a literature map.
Findings
The study identified 24 UCs, most of which were negative. These were divided into two categories: feelings/emotions and attitudes/implications. Most conscious attitudes manifested themselves at the managerial level, whereas the unconscious ones appeared at the operational level. It was established that employees are more likely to be induced to adopt dysfunctional behaviours. Social aspects that interact with a PES, such as contextual and cultural factors, are fundamental for understanding how PES’s UCs occur.
Originality/value
The study provides insights for researchers and professionals in the field of performance evaluation who wish to delve deeper into the theme of UCs, based on the proposed structure of a literature map that consists of dividing consequences into feelings and attitudes; checking the occurrence level (managerial or operational); and identifying the nature of the attitude, whether it is conscious or unconscious.
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Sandra Rolim Ensslin, Leonardo Ensslin, Felipe Back and Rogério Tadeu de Oliveira Lacerda
Identify the criteria/KPIs to support managers during human resource allocation based on knowledge demand, which serves as a decision support tool to help maintain organizational…
Abstract
Purpose
Identify the criteria/KPIs to support managers during human resource allocation based on knowledge demand, which serves as a decision support tool to help maintain organizational competitiveness.
Design/methodology/approach
Human resource allocation in a project management model, based on knowledge demand and using a multi‐criteria decision aiding method as an intervention instrument.
Findings
Three major areas of concern were identified. In all, 76 KPIs to explain concerns associated with the values of the manager, and develop cardinal and ordinal scales for each descriptor and integrate compensation rate. Further, he was allowed to implement and evaluate the current performance of the analyzed engineer, with 44 points on a cardinal scale, and provide a model with improved actions that raised his assessment to 55,67.
Originality/value
The Multi‐Criteria Decision Aiding‐Constructivist methodology (MCDA‐C) emerges as a traditional MCDA method to support decision makers in the contexts where they have a partial understanding and wish to increase their knowledge of the consequences of their values and preferences. In addition, these managers will also need to utilize time management, as people issues in the place of other functions have been highlighted in numerous published articles over how the management of human resource allocation can influence the competitive performances of an organization.
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Alysson Diego Marafon, Leonardo Ensslin, Rogério Tadeu de Oliveira Lacerda and Sandra Rolim Ensslin
The innovation expected by clients is identified as a business success factor of industrial companies in the current decade and the accountability of it is primarily attributable…
Abstract
Purpose
The innovation expected by clients is identified as a business success factor of industrial companies in the current decade and the accountability of it is primarily attributable to Research and Development (R&D), which makes it a strategic topic for studies on the decision-making process. In light of this, the purpose of this paper is to present a decision aiding methodology used to support R&D management in the technology-based company, specialised in refrigeration solutions and world leader in the hermetic compressor market.
Design/methodology/approach
It is an exploratory study and has deductive-inductive logic and uses a quail-quantitative approach. It uses the Knowledge Development Process Constructivist (ProKnow-C) to systemically revise the literature surrounding the theme in order to identify research opportunities in the subject and adopts the Multi-Criteria Decision Aiding Constructivist (MCDA-C) methodology as an instrument of organisational performance evaluation to fulfil the research opportunities identified.
Findings
In the theoretical aspect, this research fulfilled the opportunities observed in recent and qualified literature about R&D performance evaluation. The paper also offers practical implications for the performance evaluation in R&D, since the methodology allowed the R&D manager to build knowledge to understand the consequences of his decisions in the criteria deemed important by himself.
Originality/value
The importance of this work covers academic and practical interests, as it documents the application of MCDA-C and increases knowledge concerning R&D management, whilst developing a recurrent tool of decision aiding in the context of the company studied.
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Emílio Della Bruna Jr, Leonardo Ensslin and Sandra Rolim Ensslin
The purpose of this paper is to develop a performance evaluation model for the operations of the supply chain of an organization of the refrigeration equipment sector. The tool…
Abstract
Purpose
The purpose of this paper is to develop a performance evaluation model for the operations of the supply chain of an organization of the refrigeration equipment sector. The tool must aid the decision maker in the performance improvement and creation of competitive advantages.
Design/methodology/approach
The study adopts a mixture of qualitative and quantitative approaches and applies them through a case study. The data collection was conducted through unstructured interviews and supplemented by documentary research. The applied intervention instrument is the Multicriteria Decision Aid – Constructivist (MCDA-C).
Findings
Identification, organization, ordinal and cardinal measurement and integration of the aspects of the context judged as relevant by the decision maker. In addition, it can be highlighted the current situation diagnosis and elaboration of improvement actions related to lean philosophy and advanced planning systems.
Practical implications
The developed model is being used to aid the decision maker in their decisions concerning the improvement of the supply chain operations.
Originality/value
The main contributions made by the paper resides in the proposal of solutions for fulfiling gaps identified within the supply chain performance evaluation area and in the application of the MCDA-C to a practical case.
Keywords
Performance, Supply chain, Multicriteria, Decision, MCDA-C
Paper type
Case study
Resumen
Objetivo
Objetivo
El objetivo de este artículo es desarrollar un Modelo de Desempeño para las operaciones de cadena de suministro de una organización en el sector de equipos de refrigeración. La herramienta debe ayudar a quién toma las decisiones en mejorar el desempeño y crear ventajas competitivas.
Diseño/metodología/enfoque
El estudio usa una combinación de enfoques cualitativos y cuantitativos aplicándolos a un caso estudio. La recolección de datos se hizo a través de entrevistas no estructuradas y se complementó con investigación documental. El instrumento de intervención usado es el Multicriterio De Apoyo a la Decisión-Constructivista (MCDA-C).
Hallazgos
Identificación, organización, mediciones ordinales y cardinales e integración de los aspectos de los contextos considerados como relevantes por el tomador de decisiones. Se puede destacar además la situación actual de diagnóstico y la elaboración de acciones de mejoramiento relacionados con la filosofía Lean y los Sistemas avanzados de planificación.
Implicaciones prácticas
El modelo desarrollado esta siendo usado para ayudar al toma decisiones en las decisiones concernientes con el mejoramiento de las operaciones de la cadena de suministro.
Originalidad/valor
La mayor contribución hecha por este artículo reside en proponer soluciones para cubrir brechas identificadas dentro el área de Evaluación de Rendimiento en la Cadena de Suministro y en la aplicación del MCDA-C a un caso práctico.
Palabras Claves
Desempeño, Cadena de Suministro, Decisión, Multicriterio, MCDA-C
Tipo de papel
estudio de caso
Resumo
Objetivo
Objetivo
O objetivo de este artigo é desenvolver um Modelo de Avaliação Desempenho para as operações da cadeia de suprimentos de uma organização do setor de equipamentos de refrigeração. O modelo proposto deve ajudar o tomador de decisões a melhorar o desempenho e criar vantagens competitivas.
Desenho/metodologia/enfoque
O estudo faz uso de uma abordagem qualitativa e quantitativa aplicada em um Estudo de Caso. A coleta dos dados foi feita por meio de entrevistas abertas, sendo complementada por pesquisa documental. O instrumento de intervenção usado é o Multicriteria Decision Aid – Constructivist (MCDA-C).
Achados
Identificação, organização, medições ordinais e cardinais, e integração dos aspectos do contexto são considerados como relevantes para o tomador de decisões. Além disso, destacam-se o diagnóstico da situação atual e a elaboração de ações de aperfeiçoamento, nas quais se avaliam os efeitos da implementação da Filosofia Enxuta e de um Sistema de Planejamento Avançado na organização.
Implicações práticas
O modelo desenvolvido auxilia o tomador de decisões nas decisões concernentes ao melhoramento das operações da cadeia de suprimentos.
Originalidade/valor
As principais contribuições do artigo residem na proposição de melhorias em lacunas ainda presentes na avaliação do desempenho da cadeia de suprimentos e também na aplicação da MCDA-C em um caso prático.
Palavras-Chave
Desempenho, Cadeia de Suprimentos, MCDA-C, Decisão, Multicritério
Tipo de papel
estudo de caso
Rogério Tadeu de Oliveira Lacerda, Leonardo Ensslin and Sandra Rolim Ensslin
The objective of this paper is to develop a methodology and a framework to assess performance measurement and generate a better understanding of the project context. The paper…
Abstract
Purpose
The objective of this paper is to develop a methodology and a framework to assess performance measurement and generate a better understanding of the project context. The paper aims to present an application to illustrate the proposed methodology, to identify and measure the success parameters for a project.
Design/methodology/approach
The research method is a mixture of qualitative and quantitative and it is applied to a case study. The primary data were gathered using unstructured interviews with decision makers. Bibliographic research is used in order to construct the theoretical framework and the intervention instrument adopted is the multicriteria decision aiding methodology – constructivist (MCDA‐C).
Findings
The methodology makes it possible to visualize the criteria that must be taken into account according to the decision makers' values in the project selection process. The framework supports the ordinal and cardinal measurement of the project performance, making it possible to compare and rank proposals, as well providing a process to improve project proposals.
Practical implications
This process has helped in negotiations between stakeholders in the project, and, consequently, has helped the chief project officer to select and prioritize strategic projects within the demand for new products.
Originality/value
This paper offers an empirical understanding of the application of performance evaluation to project management and identifies a complementary tool in this interdisciplinary area.
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