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The purpose of this paper is to conduct a state-of-the-art review of the ongoing research on the Industry 4.0 phenomenon, highlight its key design principles and technology trends, identify its architectural design and offer a strategic roadmap that can serve manufacturers as a simple guide for the process of Industry 4.0 transition.

The study performs a systematic and content-centric review of literature based on a six-stage approach to identify key design principles and technology trends of Industry 4.0. The study further benefits from a comprehensive content analysis of the 178 documents identified, both manually and via IBM Watson’s natural language processing for advanced text analysis.

Industry 4.0 is an integrative system of value creation that is comprised of 12 design principles and 14 technology trends. Industry 4.0 is no longer a hype and manufacturers need to get on board sooner rather than later.

The strategic roadmap presented in this study can serve academicians and practitioners as a stepping stone for development of a detailed strategic roadmap for successful transition from traditional manufacturing into the Industry 4.0. However, there is no one-size-fits-all strategy that suits all businesses or industries, meaning that the Industry 4.0 roadmap for each company is idiosyncratic, and should be devised based on company’s core competencies, motivations, capabilities, intent, goals, priorities and budgets.

The first step for transitioning into the Industry 4.0 is the development of a comprehensive strategic roadmap that carefully identifies and plans every single step a manufacturing company needs to take, as well as the timeline, and the costs and benefits associated with each step. The strategic roadmap presented in this study can offer as a holistic view of common steps that manufacturers need to undertake in their transition toward the Industry 4.0.

The study is among the first to identify, cluster and describe design principles and technology trends that are building blocks of the Industry 4.0. The strategic roadmap for Industry 4.0 transition presented in this study is expected to assist contemporary manufacturers to understand what implementing the Industry 4.0 really requires of them and what challenges they might face during the transition process.

The poor leadership style is a key obstacle to the effective implementation of Industry 4.0 technologies. To successfully apply the Industry 4.0 technologies, which can enhance the sustainability of firms, senior management needs to be inspiring and transformational. On the other hand, numerous factors can hinder the Industry 4.0 transition and “Circular Supply Chain (CSC)” transformation. Therefore, the main purpose of this study is to evaluate the related barriers of CSCs in the era of Industry 4.0 transition.

The current study developed an innovative decision-making approach with the help of the “Combined Compromise Solution (CoCoSo)” method and “Criteria Importance Through Intercriteria Correlation (CRITIC)” method on the “q-Rung Orthopair Fuzzy Sets (q-ROFSs).” CRITIC in this combined method was used to predict the importance or weighting degrees of the CSCs barriers in the age of Industry 4.0 transition.

The results of this study found that the absence of knowledge about the Industry 4.0 technologies and circular approaches was the first barrier followed by the problems associated with data security in relationship management in circular flows, the deficiency of knowledge regarding the data management among stakeholders and the lack of awareness about the potential benefits of autonomous systems in labor-oriented “End-of-Life (EOL)” activities for CSCs in the era of Industry 4.0 transition.

A limitation may be that despite the generalizability of the proposed framework, the results may differ when it is implemented in different sectors. By emphasizing the obstacles to sustainable operations of supply chains (SCs) in the context of circular economy (CE) and Industry 4.0, researchers working in the same domain may be encouraged to find ways to remove such obstacles in different settings. As suggested in this study, the priority of various barriers helps researchers suggest effective strategies for the sustainable development of companies within the current dynamic business atmosphere.

The findings of this paper can aid industry practitioners in fixing their attention on the digitization or automation of their systems in the context of sustainability or resource circularity. Note that within the current context of CE, one of the crucial issues is how to conserve the existing resources; the answer to this question can save the environment.

The current paper proposed a new multi-criteria decision-making method using q-ROFSs to analyze, rank and evaluate the CSC barriers in the age of Industry 4.0 transition. To this end, a new decision-making approach with the help of CRITIC and CoCoSo methods on q-ROFSs called q-ROF-CRITIC-CoCoSo was introduced to evaluate the CSCs barriers in the era of Industry 4.0 transition.

Industry 4.0 and circular economy are the two major areas in the current manufacturing industry. However, the adoption and implementation of Industry 4.0 and circular economy worldwide are still in the nascent stage of development. To address this gap, the purpose of this article is to conduct a systematic literature review on integrating Industry 4.0 and circular economy. Further, identify the research gaps and provide the future scope of work in this area.

Content-based analysis was adopted for reviewing the research articles and proposed a transition framework that comprises of four categories, namely, (1) Transition from Industry 3.0 to Industry 4.0 and integration with circular economy; (2) Adoption of combined factors and different issues; (3) Implementation possibilities such as front-end technologies, integration capabilities and redesigning strategies; (4) Current challenges. The proposed study reviewed a total of 204 articles published from 2000 to 2020 based on these categories.

The article presents a systematic literature review of the last two decades that integrates Industry 4.0 and circular economy concepts. Findings revealed that very few studies considered the adoption and implementation issues of Industry 4.0 and circular economy. Moreover, it was found that Industry 4.0 technologies including digitalization, real-time monitoring and decision-making capabilities played a significant role in circular economy implementation. The major elements are discussed through the analysis of the transition and integration framework. The study further revealed that a limited number of developing countries like India have taken preliminary initiatives toward Industry 4.0 and circular economy implementation.

The study proposes a transition and integration framework that identifies adoption and implementation issues and challenges. This framework will help researchers and practitioners in implementation of Industry 4.0 and circular economy.

Reviews of articles indicated that there are very few studies on integrating Industry 4.0 and circular economy. Moreover, there are very few articles addressing adoption and implementation issues such as legal, ethical, operational and demographic issues, which may be used to monitor the organization's performance and productivity.

The purpose of this paper is to present an Industry 4.0 Readiness Assessment Framework (I4.0RAF) and demonstrate its applicability and practical relevance through a case study of a large manufacturing firm in an emerging economy.

The research firstly involved a synthesis of recent literature for the identification of important determinants, and their constituent criteria, for assessing the readiness of a manufacturing firm to transition to an Industry 4.0 setting and structuring them into a readiness assessment framework that can be used as a self-diagnostic tool. The framework was illustrated through a case study. The empirical findings of readiness assessment are validated using semi-structured interviews of senior management of the organization.

The proposed I4.0RAF was found to be a practically applicable self-diagnostic tool that can be used to assess a firm's readiness to transition to an Industry 4.0 setting with respect to eight important determinants. Cross-functional participation in the assessment helped the organization to determine priorities and interdependencies among the determinants.

The determinants and their constituent criteria can be further streamlined using inputs from practitioners, consultants and academics.

The findings demonstrate the interdependencies between the determinants, help to delineate interventions that can lead to synergistic outcomes and enabls planning to achieve higher levels of Industry 4.0 maturity.

A self-diagnostic tool as a basis for an informed discussion on transitioning to an Industry 4.0 setting is presented and illustrated through a case study in an emerging economy.

The effect of the transition toward digital technologies on today’s businesses (i.e. Industry 4.0 transition) is becoming increasingly relevant, and the number of studies that have examined this phenomenon has grown rapidly. However, systematizing the existing findings is still a challenge, from both a theoretical and a managerial point of view. In such a setting, the knowledge management (KM) discipline can provide guidance to address such a gap. Indeed, the implementation of fundamental digital technologies is reshaping how firms manage knowledge. Thus, this study aims to critically review the existing literature on Industry 4.0 from a KM perspective.

First, the authors defined a structuring framework to highlight the role of Industry 4.0 transition along with absorptive capacity (ACAP) processes (acquisition, assimilation, transformation and exploitation), while specifying what is being managed, that is data, information and/or (actual) knowledge, according to the data-information-knowledge (DIK) hierarchy. The authors then followed the systematic literature review methodology, which involves the use of explicit criteria to select publications to review and outline the stages a process has to follow to provide a transparent and replicable review and to analyze the existing literature according to the theoretical framework. This procedure yielded a final list of 150 papers.

By providing a clear picture of what scholars have studied so far on Industry 4.0 transition, in terms of KM, this literature review highlights that among all the studied digital technologies, the big data analytics technology is the one that has been explored the most in each phase of the ACAP process. A constructive body of research has also emerged in recent years around the role played by the internet of things, especially to explain the acquisition of data. On the other hand, some digital technologies, such as cyber security and smart manufacturing, have largely remained unaddressed. An explanation of the role of these technologies has been provided, from a KM perspective, together with the business implications.

This study is one of the first attempts to revise the literature on Industry 4.0 transition from a KM perspective, and it proposes a novel framework to read existing studies and on which to base new ones. Furthermore, the synthesis makes two main contributions. First, it provides a clear picture of the different digital technologies that support the four ACAP phases in relation to the DIK hierarchy. Accordingly, these results can emphasize what the literature has looked at so far, as well as which digital technologies have gained the most attention and their impacts in terms of KM. Second, the synthesis provides prescriptive considerations on the development of future research avenues, according to the proposed research framework.

The research aims to develop an assessment framework that evaluates critical success factors (CSFs) for the Quality 4.0 (Q 4.0) transition among Indian firms.

The authors use the fuzzy-Delphi method to validate the results of a systematic literature review (SLR) that explores critical aspects. Further, the fuzzy decision-making trial and laboratory (DEMATEL) method determines the cause-and-effect link. The findings indicate that developing a Q 4.0 framework is essential for the long-term success of manufacturing companies. Utilizing the power of digital technology, data analytics and automation, manufacturing companies can benefit from the Q 4.0 framework. Product quality, operational effectiveness and overall business performance may all be enhanced by implementing the Q 4.0 transition framework.

The study highlights significant awareness of Q 4.0 in the Indian manufacturing sector that is acquired through various means such as training, experience, learning and research. However, most manufacturing industries in India still follow older quality paradigms. On the other hand, Indian manufacturing industries seem well-equipped to adopt Q 4.0, given practitioners' firm grasp of its concepts and anticipated benefits, including improved customer satisfaction, product refinement, continuous process enhancement, waste reduction and informed decision-making. Adoption hurdles involve challenges including reliable electricity access, high-speed Internet, infrastructure, a skilled workforce and financial support. The study also introduces a transition framework facilitating the shift from conventional methods to Q 4.0, aligned with the principles of the Fourth Industrial Revolution (IR).

This research exclusively examines the manufacturing sector, neglecting other fields such as medical, service, mining and construction. Additionally, there needs to be more emphasis on the Q 4.0 implementation frameworks within the scope of the study.

This may be the inaugural framework for transitioning to Q 4.0 in India's manufacturing sectors and, conceivably, other developing nations.

The purpose of this paper is to demonstrate how small manufacturing firms can leverage their Information Technology (IT) resources to develop the lean-digitized manufacturing system that offers sustained competitiveness in the Industry 4.0 era.

The study performs an in-depth five years case study of a manufacturing firm, and reports its journey from failure in the implementation of enterprise resource planning to its success in integrating IT-based technology trends of Industry 4.0 with the firm’s core capabilities and competencies while pursuing manufacturing digitization.

Industry 4.0 transition requires the organizational integration of many IT-based modern technologies and the digitization of entire value chains. However, Industry 4.0 transition for smaller manufacturers can begin with digitization of certain areas of operations in support of organizational core strategies. The development of lean-digitized manufacturing system is a viable business strategy for corporate survivability in the Industry 4.0 setting.

Although the implementation of lean-digitized manufacturing system is costly and challenging, this manufacturing strategy offers superior corporate competitiveness in the long run. Since this finding is rather limited to the present case study, assessing the business value of lean-digitized manufacturing system in a larger scale research context would be an interesting avenue for future research.

Industry 4.0 transition for typical manufacturers should commensurate with their organizational, operational and technical particularities. Digitization of certain operations and processes, when aligned with the firm’s core strategies, capabilities and procedures, can offer superior competitiveness even in Industry 4.0 era, meaning that the strategic plan for successful Industry 4.0 transition is idiosyncratic to each particular manufacturer.

Manufacturing digitization can have deep social implications as it alters inter- and intra-organizational relationships, causes unemployment among low-skilled workforce, and raises data security and privacy concerns. Manufacturers should take responsibility for their digitization process and steer it in a direction that simultaneously safeguards economic, social and environmental sustainability.

The strategic roadmap devised and employed by the case company for managing its digitization process can better reveal what manufacturing digitization, mandated by Industry 4.0, might require of typical manufacturers, and further enable them to better facilitate their digital transformation process.

This study proposes the Smart SME Technology Readiness Assessment (SSTRA) methodology which aims to enable practitioners to assess the SMEs Industry 4.0 technology readiness throughout the end-to-end engineering across the entire value chain; the smart product design phase is the focus in this paper.

The proposed SSTRA utilises the analytic hierarchy process to prioritise smart SME requirements, a graphical interface which tracks technologies' benchmarks under Industry 4.0 Technology Readiness Levels (TRLs); a mathematical model used to determine the technology readiness and visual representation to understand the relative readiness of each smart main area. The validity of the SSTRA is confirmed by testing it in a real industrial environment. In addition, the conceptual model for Smart product design development is proposed and validated.

The proposed SSTRA offers decision-makers the facility to identify requirements and rank them to reflect the current priorities of the enterprise. It allows SMEs to assess their current capabilities in a range of technologies of high relevance to the Industry 4.0 area. The SSTRA assembles a readiness profile allowing decision-makers to not only perceive the overall score of technology readiness but also the distribution of technology readiness across the main smart areas. It helps to visualise strengths and weaknesses; whilst emphasising the fundamental gaps that require serious action to assist the program with a well-balanced effort towards a successful transition to Industry 4.0.

The SSTRA provides a step-by-step approach for decision-making based on data collection, analysis, visualisation and documentation. Hence, it greatly mitigates the risk of further Industry 4.0 technology investment and implementation.

The purpose of this viewpoint is to present some reflections about the coronavirus disease 2019 (COVID-19) pandemic impacts on the transition to Industry 4.0 in the Brazilian manufacturing sector context.

Initially, a bibliographic research study was carried out to establish a theoretical background and contextualization. After analysing different kinds of documents, the authors of this viewpoint discussed potential COVID-19 impacts on the transition to Industry 4.0 in the Brazilian manufacturing sector. A multidisciplinary discursive approach was used in the debates.

The COVID-19 pandemic will negatively influence the transition of Brazilian manufacturing sector to Industry 4.0. Despite the fact that some “World Class Companies” based in Brazil still continue the transition process towards the “Digital Revolution”, most of Brazilian manufacturing companies are postponing important initiatives related to Industry 4.0 due to uncertainties. In addition, policies promoting innovation are increasingly necessary.

This viewpoint presents interesting implications for researchers and society. Researchers can use these reflections to structure surveys or case studies to better understand the aforementioned impacts on companies due to the pandemic. These reflections can also be used by society for public policy debates. For companies, the information presented highlights the relevance of Industry 4.0 as an important phenomenon to manufacturing sector and companies' competitiveness.

This viewpoint presents reflections which may be used to encourage debates about how to manage digital transformation in the manufacturing sector during an unstable environment.

Significant developments in the service sector have been brought about by Industry 4.0. Automated digital technologies make it possible to upgrade existing services and develop modern industrial services. This study prioritizes critical factors for adopting Industry 4.0 in the Indian service industries.

The author identified four criteria and fifteen significant factors from the relevant literature that have been corroborated by industry experts. Models are then developed by the analytical hierarchy process (AHP) and analytical network process (ANP) approach to ascertain the significant factors for adopting Industry 4.0 in service industries. Further, sensitivity analysis has been conducted to determine the sensitivities of the rank of criteria and sub-factors to corroborate the results.

The outcome reveals the top significant criteria as organizational criteria (0.5019) and innovation criteria (0.3081). This study prioritizes six significant factors information technology (IT) specialization, digital decentralization of all departments, organizational size, smart services through customer data, top management support and Industry 4.0 infrastructure in the transition toward Industry 4.0 in the service industries.

The potential factors identified in this study will assist managers in determining strategies to effectively manage the Industry 4.0 transition by concentrating on top priorities when leveraging Industry 4.0. The significance of organizational and innovation criteria given more weight will lay the groundwork for future Industry 4.0 implementation guidelines in service industries.

Our research is novel since, to our knowledge, no previous study has investigated the potential critical factors from organizational, environmental, innovation and cost dimensions. Thus, the potential critical factors identified are the contributions of this study.