Literature Search of Key Factors for the Development of Generic and Specific Maturity Models for Industry 4.0

Abstract

The adequacy of business models to Industry 4.0 (I4.0) is an urgent requirement and a clear concern. Ways to recognize the relative position of a company and ways to evolve towards this new paradigm are an important step both for researchers and professionals. In general, most small and medium enterprises (SME) do not have their own resources or do not have the means to be fully supported by consultancies, to develop a specific model, and they do not recognize themselves as ready to initiate any action to adapt to this new paradigm. Based on the idea of identification of directions and opportunities of research about the conditions for the adoption of approaches involving readiness assessment, implementation framework, roadmap and maturity model, the main objective of this article is the identification of factors for the development of specific maturity models, oriented towards unique conditions, located in specific contexts, and that can cover both the need for self-diagnosis of the level of preparation, as well as the actions that aim to achieve a progressive reconfiguration and guided by continuous improvement towards Industry 4.0. A Systematic Literature Review (SLR) of 67 articles was conducted and resulted in the identification of two approaches to address maturity models, which are the application of existing generic models and the process of building specific ones focused on the peculiarities of certain contexts. Moreover, this work points out five factors for development of a specific maturity model: context characterization, conceptual characterization, interaction with practitioners and experts, development of surveys, and qualitative research. Additionally, this work identified the need for development of methodologies that can be applied in a more autonomous way for the development of specific maturity models.