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Organizations are continually improving their practices to improve operational performance. They already employ Lean Manufacturing techniques (LM) to reduce unnecessary waste. Industry 4.0 techniques enhance operational performance in association with LM. Despite the proven benefits of LM principles and the advancements offered by Industry 4.0 technologies, many organizations struggle to integrate these approaches effectively. This research paper explores how LM principles can be combined with Industry 4.0 technologies to provide valuable guidance for businesses looking to adopt lean automation strategies.

A systematic literature review on LM and Industry 4.0 was done to investigate the possible technical integration of both methods. Ninety-two articles are extracted systematically from the Scopus and Web of Science databases. This study states a systematic literature review, including quantitative analysis of bibliographic networks and cluster analysis, to identify emergent ideas and their further implementation.

The research findings highlight the positive impact of integrating lean production with Industry 4.0 techniques, benefiting organizations in achieving their goals. A lean automation integration framework is proposed based on the literature review and the findings.

This study provides industry administrators and practitioners valuable guidance for enhancing organizational productivity. These implications can provide businesses with competitive advantages, enhance customer satisfaction, and enable them to adapt to the dynamic demands of the contemporary business environment.

This literature review study has substantially contributed to the technological integration of lean and Industry 4.0. The work has also identified potential emerging areas that warrant further research.

This study aims to provide an overall framework that connects and explains a macro-perspective of the findings from the five studies of this special issue. Through this, we aim to answer two main questions: How can Lean and Industry 4.0 be integrated, and what are the outcomes for workers from such integration?

The special issue received 64 papers that were evaluated in multiple stages until this final sample of five papers that describe different facets of the integration between Lean and Industry 4.0 and their relationship with worker activities. In this introduction, we review the main findings of these five studies and propose an integrative view and associated propositions. A discussion provides directions to advance the field further.

The framework shows that when Lean and Industry 4.0 are integrated, companies will face two types of tensions, dialectical and paradoxical, which require different managerial approaches. By managing such tensions, the Lean-Industry 4.0 integration can help improve social performance, as well as develop systematic problem-solving and cumulative learning capabilities. Five important themes for this field of research are outlined: the importance of work routines, legitimation, competence, sense and mental flexibility.

This study brings a new theoretical perspective to the integration of Lean with Industry 4.0-related digital technologies. The results go beyond the usual view of improving operational performance and dig into the effects on workers. It also shows that the integration process relies on and can enhance human capabilities such as learning and problem-solving.

The purpose of this paper is to investigate the research landscape of LSS 4.0 papers published in two well-known repositories, Scopus and Web of Science (WoS), in terms of publication trends, article distribution by author, journal, affiliations and country, and article clustering based on keywords, authors and countries. In addition, a literature review was carried out to build a conceptual framework of integrated Lean Six Sigma and Industry 4.0 (LSS 4.0) that encompasses operational, sustainability and human factors or ergonomics aspects.

The literature review of integrated Lean Six Sigma and I4.0 publications published in Scopus and WoS databases in the current decade was conducted for the present study. This study categorizes LSS, I4.0 and related research articles based on publication patterns, journals, authors and affiliations, country and continental-wise distribution and clustering the articles based on keywords and authors from the Scopus and WoS databases from 2011 to 2022 using the search strings “Lean”, “Six Sigma”, “Lean Six Sigma” and “Industry 4.0” in the Title, Abstract and Keywords using Biblioshiny, VOS viewer and Microsoft Excel.

In the recent three years, from 2020 to 2022, LSS 4.0 has been substantially increasing and is seen as an emerging and trending area. This research identifies the most influential authors, most relevant affiliations, most prolific countries and most productive journals and clusters based on keywords, authors and countries. Further, a conceptual framework was developed that includes the impact of operational, sustainability and ergonomic or human factors in LSS 4.0.

This article assists in comprehending the trends and patterns of LSS 4.0. Further, the conceptual framework helps professionals and researchers understand the significance and impact of integrating LSS and Industry 4.0 in the aspects of human factors/ergonomic, sustainability and operations. Also, the research induce professionals to incorporate all these factors while designing and implementing LSS 4.0 in their organization.

This conceptual framework and bibliometric analysis would aid in identifying potential areas of research and providing future directions in the domain of LSS 4.0. It will be beneficial for academicians, professionals and researchers who are planning to apply and integrate techniques of LSS and technologies of I4.0 in their organizations and research.

We studied the relationship between job engagement and systematic problem solving (SPS) among shop-floor employees and how lean production (LP) and Internet of Things (IoT) systems moderate this relationship.

We collected data from a sample of 440 shop floor workers in 101 manufacturing work units across 33 plants. Because our data is nested, we employed a series of multilevel regression models to test the hypotheses. The application of IoT systems within work units was evaluated by our research team through direct observations from on-site visits.

Our findings indicate a positive association between job engagement and SPS. Additionally, we found that the adoption of lean bundles positively moderates this relationship, while, surprisingly, the adoption of IoT systems negatively moderates this relationship. Interestingly, we found that, when the adoption of IoT systems is complemented by a lean management system, workers tend to experience a higher effect on the SPS of their engagement.

One limitation of this research is the reliance on the self-reported data collected from both workers (job engagement, SPS and control variables) and supervisors (lean bundles). Furthermore, our study was conducted in a specific country, Italy, which might have limitations on the generalizability of the results since cross-cultural differences in job engagement and SPS have been documented.

Our findings highlight that employees’ strong engagement in SPS behaviors is shaped by the managerial and technological systems implemented on the shop floor. Specifically, we point out that implementing IoT systems without the appropriate managerial practices can pose challenges to fostering employee engagement and SPS.

This paper provides new insights on how lean and new technologies contribute to the development of learning-to-learn capabilities at the individual level by empirically analyzing the moderating effects of IoT systems and LP on the relationship between job engagement and SPS.

This study aims to investigate whether Industry 4.0 digital technologies can enhance the effects of lean production on social performance.

Survey data collected from China’s manufacturing industry are used to test research hypotheses.

The results reveal that the three dimensions of lean production (internal, customer and supplier) have a significant positive effect on social performance and that digital technology advancement (DTA) positively moderates these relationships. DTA adds only a marginal contribution to social performance.

This study addresses a new challenging question from manufacturing firms: how to integrate lean, technology and people? The empirical findings provide timely and insightful practical guidance for managers to better understand the role of digital transformation in the traditional lean context.

While digitalization is known to complement lean production, this study shows digitalization also complements the effects of lean production on social performance.

The manufacturing sector is witnessing the need to continuously improve overall performance by eliminating inefficiencies in the supply chain. The adoption of lean concepts to address wasteful or non-value-adding activities in the supply chain is crucial. This article determines key factors of lean supply chain management (LSCM) for continuous improvement in the manufacturing sector.

The methodology comprises three steps. The first step identifies critical factors of LSCM in manufacturing from prior research and a series of expert consultations. Critical factors are identified and validated that industries can leverage to attain their lean goals. The second step uses the decision-making and trial evaluation laboratory (DEMATEL) method to determine the causal relationship among the factors. DEMATEL analysis categorizes factors into cause and effect, which will assist industry personnel in decision-making. The third step involves further data analysis to visualize the importance of the most critical factors. It develops a machine learning (ML) model in the form of a decision tree that helps in assessing the factors into cause or effect groups via a threshold value of expert ratings.

IT tools, JIT manufacturing and material handling and logistics form the most critical factors for LSCM implementation.

The analysis from DEMATEL and ML together will be beneficial for manufacturing practitioners to improve the supply chain performance based on the identified factors and their criticality towards LSCM implementation.

This paper uses dialectical inquiry to explore tensions that arise when adopting Industry 4.0 technologies in a lean production system and their reconciliation mechanisms.

We conducted an in-depth qualitative case study over a 3-year period on an Italian division of an international electrotechnical organisation that produces electrical switches. This organisation successfully adopted Industry 4.0 technologies in a lean production system. The study is based on primary data such as observations and semi-structured interviews, along with secondary data.

We identify four empirically validated dialectic tensions arising across different Industry 4.0 adoption stages due to managers’ and workers’ contrasting interpretations of technologies. Consequently, we define the related reconciliation mechanisms that allow the effective adoption of various Industry 4.0 technologies to support a lean production system.

This is the first empirical investigation of tensions in the adoption of Industry 4.0 technologies in a lean production system. Furthermore, the paper presents four theoretical propositions and a conceptual model describing which tensions arise during the adoption of Industry 4.0 technologies in a lean production system and the reconciliation mechanisms that prevent lean production system deterioration.

This paper explores Lean Six Sigma principles and the DMAIC (define, measure, analyze, improve, control) methodology to propose a new Lean Six Sigma 4.0 (LSS 4.0) framework for employee occupational exams and address the real-world issue of high-variability exams that may arise.

This study uses mixed methods, combining qualitative and quantitative data collection. A detailed case study assesses the impact of LSS interventions on the exam management process and tests the applicability of the proposed LSS 4.0 framework for employee occupational exams.

The results reveal that changing the health service supplier in the explored organization caused a substantial raise in occupational exams, leading to increased costs. By using syntactic interoperability, lean, six sigma and DMAIC approaches, improvements were identified, addressing process deviations and information requirements. Implementing corrective actions improved the exam process, reducing the number of exams and associated expenses.

It is important to acknowledge certain limitations, such as the specific context of the case study and the exclusion of certain exam categories.

The practical implications of this research are substantial, providing organizations with valuable managerial insights into improving efficiency, reducing costs and ensuring regulatory compliance while managing occupational exams.

This study fills a research gap by applying LSS 4.0 to occupational exam management, offering a practical framework for organizations. It contributes to the existing knowledge base by addressing a relatively novel context and providing a detailed roadmap for process optimization.

This paper aims to introduce a model using a digital twin concept in a cold heading manufacturing and develop a digital visual management (VM) system using Lean overall equipment effectiveness (OEE) tool to enhance the process performance and establish Fourth Industrial Revolution (I4.0) platform in small and medium enterprises (SMEs).

This work utilised plan, do, check, act Lean methodology to create a digital twin of each machine in a smart manufacturing facility by taking the Lean tool OEE and digitally transforming it in the context of I4.0. To demonstrate the effectiveness of process digitisation, a case study was carried out at a manufacturing department to provide the data to the model and later validate synergy between Lean and I4.0 platform.

The OEE parameter can be increased by 10% using a proposed digital twin model with the introduction of a Level 0 into VM platform to clearly define the purpose of each data point gathered further replicate in projects across the value stream.

The findings suggest that researchers should look beyond conversion of stored data into visualisations and predictive analytics to improve the model connectivity. The development of strong big data analytics capabilities in SMEs can be achieved by shortening the time between data gathering and impact on the model performance.

The novelty of this study is the application of OEE Lean tool in the smart manufacturing sector to allow SME organisations to introduce digitalisation on the back of structured and streamlined principles with well-defined end goals to reach the optimal OEE.

Growing emphasis on long-term viability prompts researchers and industry professionals to collaborate on innovative approaches for sustainability and survival. Industry 4.0 (I4.0) technology's importance drives active adoption by firms amidst evolving business dynamics. This research examines the influence of I4.0 technologies on lean, agile resilient and green practices and their impact on supply chain performance.

Survey data from Pakistani manufacturing enterprises were analyzed using SMART PLS to explore the relationship between I4.0 technology, supply chain practices and supply chain performance.

I4.0 technologies significantly impact all practices, while agile and resilient supply chain approaches partially mediate the relationship with supply chain performance.

Insights from this research guide policymakers and business experts in implementing and managing lean, agile, resilient and green practices. Integrating these principles with digital technology solutions enhances supply chain performance.

This study advances understanding of the interplay between I4.0 technologies, practices and supply chain performance, providing a basis for further research and practical implications.