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Article
Publication date: 13 May 2020

Leonardo 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.

Details

Journal of Knowledge Management, vol. 24 no. 5
Type: Research Article
ISSN: 1367-3270

Keywords

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Article
Publication date: 12 March 2019

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…

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.

Details

Journal of Manufacturing Technology Management, vol. 30 no. 5
Type: Research Article
ISSN: 1741-038X

Keywords

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Article
Publication date: 3 March 2021

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.

Details

International Journal of Productivity and Performance Management, vol. ahead-of-print no. ahead-of-print
Type: Research Article
ISSN: 1741-0401

Keywords

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Article
Publication date: 3 February 2017

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.

Details

Business Process Management Journal, vol. 23 no. 1
Type: Research Article
ISSN: 1463-7154

Keywords

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Article
Publication date: 13 September 2013

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…

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.

Details

International Journal of Productivity and Performance Management, vol. 62 no. 7
Type: Research Article
ISSN: 1741-0401

Keywords

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Article
Publication date: 12 January 2015

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…

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.

Details

European Journal of Innovation Management, vol. 18 no. 1
Type: Research Article
ISSN: 1460-1060

Keywords

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Article
Publication date: 29 July 2014

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…

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

Details

International Journal of Physical Distribution & Logistics Management, vol. 44 no. 7
Type: Research Article
ISSN: 0960-0035

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Article
Publication date: 18 January 2011

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…

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.

Details

International Journal of Productivity and Performance Management, vol. 60 no. 2
Type: Research Article
ISSN: 1741-0401

Keywords

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Article
Publication date: 3 May 2011

Rogério Tadeu de Oliveira Lacerda, Leonardo Ensslin and Sandra Rolim Ensslin

The main aim of this paper is to present a framework to create a better understanding of the context and aid the portfolio management process. The paper seeks to present a…

Abstract

Purpose

The main aim of this paper is to present a framework to create a better understanding of the context and aid the portfolio management process. The paper seeks to present a case to illustrate the proposed methodology, identifying and measuring the success parameters for a project in a portfolio.

Design/methodology/approach

The research method is a qualitative and quantitative mixture and it is presented as a study case. The primary data were obtained using semi‐structured 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 allows the criteria that must be taken into account, according to the decision makers' values and preferences in the project selection and sorting processes, to be visualized. The framework supports the ordinal and cardinal measurement of the project performance, making it possible to compare and rank proposals, as well as providing a process to improve project proposals.

Practical implications

This process has helped in negotiations between stakeholders in a portfolio context and, consequently, has helped the chief project officer (CPO) 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 measurement to portfolio management context and identifies complementary tools in this interdisciplinary area.

Details

Management Decision, vol. 49 no. 4
Type: Research Article
ISSN: 0025-1747

Keywords

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Article
Publication date: 9 February 2015

Ademar Dutra, Vicente Mateo Ripoll-Feliu, Arturo Giner Fillol, Sandra Rolim Ensslin and Leonardo Ensslin

The purpose of this paper is to know what scientific literature presents about the theme evaluation of seaport performance, thus enabling the construction of knowledge in…

Abstract

Purpose

The purpose of this paper is to know what scientific literature presents about the theme evaluation of seaport performance, thus enabling the construction of knowledge in the researchers and the identification of gaps in the research that will lead to advances in the area from the identification of the characteristics of a portfolio of relevant international publications.

Design/methodology/approach

From the basic philosophical (constructivism), of the kind strategy (research-action) and the method used for the accomplishment of such strategy (structured process knowledge development process – constructivist (ProKnow-C)) the current research has a qualitative approach.

Findings

From the analysis of the bibliographic portfolio composed of 23 articles, the main results were: focus of the evaluation of seaport performance is on operational and tactical efficiency rather than on strategic and global performance; the majority of the studies does not relate to the reality experienced by seaport managers due to the limited interaction with these managers, evidencing a distance of the researchers from the object of their research; and performance evaluation was barely used/explored as a tool to support management, only for the sake of evaluation itself.

Research limitations/implications

The search occurred in the databases Web of Science, Scopus, Proquest, Ebsco, Sciece Direct and Wiley.

Originality/value

The identification of gaps that might promote advances in this field of knowledge, once the seaport segment is not exploring the potential that performance evaluation can offer and is already available in literature.

Details

International Journal of Productivity and Performance Management, vol. 64 no. 2
Type: Research Article
ISSN: 1741-0401

Keywords

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