مطالعات مدیریت کسب و کار هوشمند

نوع مقاله : مقاله پژوهشی

نویسندگان

1 دانشجوی دکتری رشته مدیریت تکنولوژی، دانشگاه علامه طباطبائی (ره)، تهران، ایران

2 دانشیار گروه مدیریت فناوری و کارآفرینی، دانشکده مدیریت و حسابداری، دانشگاه علامه طباطبائی (ره)، تهران، ایران

3 دانشیار گروه مدیریت فناوری و کارآفرینی، دانشکده مدیریت و حسابداری، دانشگاه علامه طباطبائی (ره)، تهران، ایران نویسنده مسئول : m.naghizadeh@atu.ac.ir

4 استادیار مرکز تحقیقات سیاست علمی کشور، تهران، ایران

چکیده

پیش‌بینی می‌شود فراگیر بودن داده‌های بزرگ و ظهور فناوری‌های دیجیتالی در حال ظهور، مانند هوش مصنوعی، بلاکچین، اینترنت اشیا و رباتیک، تأثیرات گسترده‌ای در کسب‌و‌کارها داشته باشد. این تغییرات گسترده در ادبیات جهانی به تحول دیجیتال شناخته می‌شود. لذا شرکت‌ها و سیاست‌گذاران علم فناوری در کشورهای مختلف در راستای حرکت به سمت تحول دیجیتال برنامه‌ها، استراتژی‌ها و سیاست‌های متعددی به کار می‌گیرند. این مسیر همواره با چالش‌ها و موانع متعددی روبه‌رو است که شناخت کافی از آن‌ها می‌تواند به تدوین استراتژی و سیاست‌های مناسب‌تر کمک شایانی نماید. این پژوهش با تکیه بر روش فراترکیب و بررسی 38 مقاله منتخب به ارائه یک دسته‌بندی جامع از موانع پیش‌روی تحول دیجیتال نموده است. نتیجه این بررسی 3 مقوله اصلی، 11 مقوله فرعی سطح 1 و 24 مقوله فرعی سطح 2 می‌باشد که در قالب یک چارچوب جامع ارائه شده است. سه مقوله اصلی شامل رژیم فنی- اجتماعی، سیستم بیونی و کنام‌‌‌ها می‌شود.
.

کلیدواژه‌ها

عنوان مقاله [English]

Identifying Obstacles to Digital Transformation Using the Meta-Synthesis Method

نویسندگان [English]

  • Mahdi Hamidi 1
  • Seyed Soroush Ghazinoori 2
  • Mohammad Naghizadeh 3
  • Naser Bagheri Moghaddam 4

1 Ph. D Candidate of Technology Management, Allameh Tabataba'i UniversityTehran, Iran

2 Associate professor, Technology Management and Entrepreneurship Department, Faculty of Management and Accounting Allameh Tabataba'i UniversityTehran, Iran

3 Associate Professor, Technology Management and Entrepreneurship Department, Faculty of Management and Accounting Allameh Tabataba'i UniversityTehran, Iran Corresponding Author: m.naghizadeh@atu.ac.ir

4 Assistant Professor., National Research Institute for Science Policy (NRISP)

چکیده [English]

v

Introduction

Big data and digital technologies, such as artificial intelligence (AI), blockchain, the Internet of Things (IoT), and robotics, will transform businesses in many ways. This process of adapting to these changes is called digital transformation. Companies and policymakers in different countries are implementing various programs, strategies, and policies to achieve digital transformation. However, they face many challenges and obstacles that need to be identified and addressed. This research provides a comprehensive classification of the barriers to digital transformation using the meta-synthesis method including 38 selected articles.

Literature Review

The literature on this topic has proposed various classifications of the barriers to digital transformation. This research focuses on the barriers from the perspective of digital transformation management and excludes the studies that examine the barriers from a technical perspective. The literature on this topic can be divided into three main approaches: "examining the barriers to digital transformation across industries and companies", "innovation approach" and "barriers to organizational change".
Some of the barriers mentioned in the literature are:

Lack of standards, lack of legal basis for data use, integration with existing system environment, dependence on other technologies, and fear of transparency/acceptance (Vogelsang et al, 2019)
Law/standards, management, and workforce (Bailie & Chinn, 2018)
Strategy, business model, business processes, organizational structures, and organizational culture (Vukˇ si´, 2018)
The conflict between physical and digital systems, as well as the pervasive mindsets that are ingrained in the organization's culture (Nate & Erica, 2014).
Lack of guidance from the government and hence resistance to change; Changing the operating models requires replacing a large number of equipment and systems and involves significant capital; The interaction of different technologies may cause problems in a complex system; The adoption of new technologies requires a certain time for evaluation, and it takes time to adjust the strategy according to the new environment; Lack of overall planning and standardization (Lu et al, 2019).


Methodology

This research is a descriptive-applied study that uses the meta-synthesis method. In this study, the seven-stage model of Sandusky and Barroso (2006) is applied. Based on the research objectives and questions, as well as the theoretical foundations related to the barriers to digital transformation, relevant articles were searched using the keywords in the national and international scientific databases. This search resulted in finding 173 articles related to the keywords. After identifying the articles, the models and concepts presented in them were coded. In this study, open, axial, and selective coding were performed. In the next step, the internal validity and reliability of the codings were checked.

Conclusion

As mentioned in the literature, the technological change in the digital field can be analyzed as a technological system and from the perspective of socio-technical transitions (Reinhardt, 2022). Different approaches for analyzing technological transitions are of interest in the literature. This study has chosen a multi-level perspective for this analysis. This perspective views the transition as a historical pattern that can be depicted in three different layers. According to this perspective, technology transition can be conceptualized as three nested levels: landscape, socio-technical regime, and niche.
Using this perspective, at the landscape level, the environment of a system is examined, and the two sub-categories of government and society are identified as barriers to digital transformation. Moreover, based on the systemic approach to the topic, the socio-technical regime, which is the system that governs the industry or the field studied in this study, is proposed. The basis of companies developing digital technologies should be analyzed and investigated according to the concept of barriers to digital transformation. In this thesis, this category is explained and the dimensions related to each category are discussed in detail.
Considering the scope of the study, this framework does not examine the internal relationships between the variables (sub-categories) under the categories. It seems that suggesting the relationship between sub-categories in the proposed framework can be a recommendation for future studies. Also, examining the solutions to overcome the barriers identified in a case study can be suggested as another recommendation for future studies.
Keywords: Digital Transformation, Barriers, Meta-Synthesis, Multi-Level Perspective (MLP).
 
 

Introduction

Big data and digital technologies, such as artificial intelligence (AI), blockchain, the Internet of Things (IoT), and robotics, will transform businesses in many ways. This process of adapting to these changes is called digital transformation. Companies and policymakers in different countries are implementing various programs, strategies, and policies to achieve digital transformation. However, they face many challenges and obstacles that need to be identified and addressed. This research provides a comprehensive classification of the barriers to digital transformation using the meta-synthesis method including 38 selected articles.

Literature Review

The literature on this topic has proposed various classifications of the barriers to digital transformation. This research focuses on the barriers from the perspective of digital transformation management and excludes the studies that examine the barriers from a technical perspective. The literature on this topic can be divided into three main approaches: "examining the barriers to digital transformation across industries and companies", "innovation approach" and "barriers to organizational change".
Some of the barriers mentioned in the literature are:

Lack of standards, lack of legal basis for data use, integration with existing system environment, dependence on other technologies, and fear of transparency/acceptance (Vogelsang et al, 2019)
Law/standards, management, and workforce (Bailie & Chinn, 2018)
Strategy, business model, business processes, organizational structures, and organizational culture (Vukˇ si´, 2018)
The conflict between physical and digital systems, as well as the pervasive mindsets that are ingrained in the organization's culture (Nate & Erica, 2014).
Lack of guidance from the government and hence resistance to change; Changing the operating models requires replacing a large number of equipment and systems and involves significant capital; The interaction of different technologies may cause problems in a complex system; The adoption of new technologies requires a certain time for evaluation, and it takes time to adjust the strategy according to the new environment; Lack of overall planning and standardization (Lu et al, 2019).


Methodology

This research is a descriptive-applied study that uses the meta-synthesis method. In this study, the seven-stage model of Sandusky and Barroso (2006) is applied. Based on the research objectives and questions, as well as the theoretical foundations related to the barriers to digital transformation, relevant articles were searched using the keywords in the national and international scientific databases. This search resulted in finding 173 articles related to the keywords. After identifying the articles, the models and concepts presented in them were coded. In this study, open, axial, and selective coding were performed. In the next step, the internal validity and reliability of the codings were checked.

Conclusion

As mentioned in the literature, the technological change in the digital field can be analyzed as a technological system and from the perspective of socio-technical transitions (Reinhardt, 2022). Different approaches for analyzing technological transitions are of interest in the literature. This study has chosen a multi-level perspective for this analysis. This perspective views the transition as a historical pattern that can be depicted in three different layers. According to this perspective, technology transition can be conceptualized as three nested levels: landscape, socio-technical regime, and niche.
Using this perspective, at the landscape level, the environment of a system is examined, and the two sub-categories of government and society are identified as barriers to digital transformation. Moreover, based on the systemic approach to the topic, the socio-technical regime, which is the system that governs the industry or the field studied in this study, is proposed. The basis of companies developing digital technologies should be analyzed and investigated according to the concept of barriers to digital transformation. In this thesis, this category is explained and the dimensions related to each category are discussed in detail.
Considering the scope of the study, this framework does not examine the internal relationships between the variables (sub-categories) under the categories. It seems that suggesting the relationship between sub-categories in the proposed framework can be a recommendation for future studies. Also, examining the solutions to overcome the barriers identified in a case study can be suggested as another recommendation for future studies.
 

کلیدواژه‌ها [English]

  • Digital Transformation
  • Barriers
  • Meta-Synthesis
  • Multi-Level Perspective (MLP)
Bailie, B., & Chinn, M. (2018). Effectively Harnessing Data to Navigate the New Normal: Overcoming the Barriers of Digital Adoption. Offshore Technology Conference. Retrieved from https://doi.org/10.4043/28699-MS.
Bench, S. & Day, T. (2010), The user experience of critical care discharges. A Meta- senthesis studies of qualitative research, International Journal of Nersing studies. 47(4): 487-499. doi: 10.1016/j.ijnurstu.2009.11.013
Berghaus, S., & Back, A. (2016). Stages in digital business transformation: Results of an empirical maturity study. Mediterranean Conference of Information Systems. Cyprus. https://aisel.aisnet.org/mcis2016/22
Bilgeri, D., & Wortmann, F. (2017). Barriers to IoT Business Model Innovation. St.Gallen: Proceedings of Wirtschaftsinformatik.
Bloomberg, J. (2018). Forbes. Retrieved from https://www.forbes.com/sites/jasonbloomberg/2018/04/29/digitization-digitalization-and-digital-transformation-confuse-them-at-your-peril/#63e1c44d2f2c
Chen, Y., & Xu, J. (2023). Digital transformation and firm cost stickiness: Evidence from China. Finance Research Letters, 52. doi: 10.1016/j.frl.2022.103510
Coad, A., Pellegrino, G., & Savona, M. (2015). Barriers to innovation and firm productivity. Economics of Innovation and New Technology, 9 (31), 1-14. doi:10.1080/10438599.2015.1076193
Dremel, C. (2017). Barriers to the Adoption of Big Data Analytics in the Automotive Sector. Boston: Proceedings of AMCIS.
Ebert, C., & Duarte, C. H. (2018). Digital Transformation. IEEE Software, 35 (4), 16-21. doi:10.1109/MS.2018.2801537
Eberhard, R., Coggan, A., Jarvis, D., Hamman, E., Taylor, B., Umberto, B.,... Mayfield, H. (2021). Understanding the effectiveness of policy instruments to encourage adoption of farming practices to improve water quality for the Great Barrier Reef. Marine Pollution Bulletin, 172. doi:https://doi.org/10.1016/j.marpolbul.2021.112793
Fitzgerald, M., Kruschwitz, N., Bonnet, D., & Welch, D. (2014). Embracing Digital Technology: A New Strategic Imperative. MIT Sloan Manag, 55, 1-12.
Gebhart, M., Giessler, P., & Abeck, S. (2016). Challenges of the Digital Transformation in Software Engineering. Proceedings of the International Conference on Software Engineering Advances (ICSEA).
Glass, R., & Vessey, I. (1995). Contemporary Application-Domain Taxonomies. IEEE Softw, 12, 63-75. doi: 10.1109/52.391837
Hadjimanolis, A. (2003). The Barriers Approach to Innovation. Elsevier Science Ltd. https://www.jstor.org/stable/4135264
Haffke, I., Kalgovas, B., & Benlian, A. (2017). The transformative role of bimodal IT in an era of digital business. In: Hawaii International Conference on System Sciences. Waikoloa Beach,, HI, 5460–5469.
Hjalmarsson, A., Johannesson, P., Jüll-Skielse, G., & Rudmark, D. (2014). Beyond Innovation Contests: A Framework of Barriers to Open Innovation of Digital Services. ECIS. Tel Aviv.
Horváth, D., & Szabó, R. (2019). Driving forces and barriers of Industry 4.0: Do multinational and small and medium-sized companies have equal opportunities? Technological Forecasting and Social Change, 146, 119-132. doi: 10.1016/j.techfore.2019.05.021
Iammarino, S. (2012). What hampers innovation? Revealed barriers versus deterring barriers. Research Policy, 1-7. doi: 10.1016/j.respol.2011.09.008
Ivanova, I. A., Pulyaeva, N. V., Vlasenko, L. V., Gibadullin, A. A., & Sadriddinov, M. I. (2019). Digitalization of organizations: current issues, managerial challenges and socio-economic risks. Journal of Physics, 1-6. doi:10.1088/1742-6596/1399/3/033038
Jones, M. D., & Camba, J. D. (2021). Past, present, and future barriers to digital transformation in manufacturing: A review. Journal of Manufacturing Systems, 60, 936-948. doi: 10.1016/j.jmsy.2021.03.006
Kamble, S., Gunasekaran, A., & Sharma, R. (2018). Analysis of the driving and dependence power of barriers to adopt industry 4.0 in Indian manufacturing industry. Computers in Industry, 101, 107-119. doi: 10.1016/j.compind.2018.06.004
Kane, G. C., Palmer, D., Phillips, A. N., Kiron, D., & Buckley, N. (2015). Strategy, Not Technology, Drives Digita Transformation. zurich: MIT Sloan Management Review and Deloitte University Press.
Kane, G., Phillips, A., Copulsky, J., & Andrus, G. (2019). The technology fallacy: how people are the real key to digital transformation. Cambridge: MIT Press.
Keller, S., & Price, C. (2011). Organizational health: the ultimate competitive advantage. McKinsey Quarterly, 2 (6), 94-107.
Kiel, D., Arnold, C., & Voigt, K. (2017). The influence of the Industrial Internet of Things on business models of established manufacturing companies–A business level perspective. Technovation, 68, 4-19. doi.org/10.1016/j.technovation.2017.09.003
Kristin, V., Kirsten, L.-N., Sven, P., & Hoppe, U. (2019). A Taxonomy of Barriers to Digital Transformation. 14th International Conference on Wirtschaftsinformatik. Siegen, Germany.
Li, M., & Sum, R. W. (2017). A meta-synthesis of elite athletes’ experiences in dual career development. Asia Pacific Journal of Sport and Social Science, 1-18. doi:10.1080/21640599.2017.1317481
Liere-Netheler, K., Packmohr, S., & Vogelsang, K. (2018). Drivers of digital transformation in manufacturing. In: Hawaii International Conference on System Sciences. Waikoloa Beach, HI, 3926-3935.
Limani, Y., Stapleton, L., & Groumpos, P. (2018). The Challenges of Digital Transformation in Post-Conflict Transition Regions: Digital Technology Adoption in Kosovo. IFAC-PapersOnLine, 51 (30), 186-191.doi: 10.1016/j.ifacol.2018.11.284
Loebbecke, C., & Picot, A. (2015). Reflections on societal and business model transformation arising from digitization and big data analytics: A research agenda. Journal of Strategic Information Systems, 24 (3), 149-157. doi: 10.1016/j.jsis.2015.08.002
Lu, H., Guo, L., Azimi, M., & Huang, K. (2019). Oil and Gas 4.0 era: A systematic review and outlook. 111, 68-90.
Machado, C., Winrotha, M., Carlssonb, D., Almsttröma, P., Centerholtb, V., & Hallin, M. (2019). Industry 4.0 readiness in manufacturing companies: challenges and enablers towards increased digitalization. way, 1 (2), 3-4.
Manteghi, M., Naghizadeh, M., Safardoost. A., & Rozehsara, M. (2015). The role of organizational culture on the effectiveness of technology transfer projects in Iran. Journal of Technology Development Management, 3(2), 9-30. doi: 10.22104/jtdm.2016.352
Mahmood, F., Khan, A., & Khan, M. (2019). Digital organizational transformation issueschallenges and impact: a systematic literature review of a decade. Abasyn University, 12 (2). Retrieved from https://doi.org/10.34091/ajss.12.2.03. doi: 10.34091/AJSS.12.2.03
Marin, G., Marzucchi, A., & Zoboli, R. (2015). SMEs and barriers to Eco-innovation in the EU: Exploring different firm profiles. Journal of Evolutionary Economics. doi:10.1007/s00191-015-0407-7
Matt, C., Hess, T., & Benlian, A. (2015). Digital Transformation Strategies. Business & Information Systems Engineering, 57 (5), 339-343. doi: 10.1007/s12599-015-0401-5
Matthew, D., & Jones, S. (2021). Past, present, and future barriers to digital transformation in manufacturing: A review. Journal of Manufacturing Systems, 60, 936-948. doi: 10.1016/j.jmsy.2021.03.006
Morakanyane, R., Grace, A., & O’Reilly, P. (2017). Conceptualizing Digital Transformation in Business Organizations: A Systematic Review of Literature. Proceedings of Bled eConference. Bled. doi: 10.18690/978-961-286-043-1.30
Müller, J., Kiel, D., & Voigt, K. (2018). What Drives the Implementation of Industry 4.0? The Role of Opportunities and Challenges in the Context of Sustainability. Sustainability, 10 (1), 247. doi: 10.3390/su10010247
Nate, B., & Erica, A. (2014). Change leader, change thyself. McKinsey Quarterly.
Parviainen, P., Tihinen, M., Kääriäinen, J., & Teppol, S. (2017). Tackling the digitalization challenge: How to benefit from digitalization in practice. International Journal of Information Systems and Project Management, 5 (1), 63-77. doi: 10.12821/ijispm050104
Piatier, A. (1984). Barriers to Innovation. London: Pinter Pub Ltd.
Poel, V. (2000). On the role of outsiders in technical development. TechnologyAnalysis and Strategic Management, 12, 383-397. doi: 10.1080/09537320050130615
Raj, A., Dwivedi, G., Sharma, A., & Rajak, S. (2019). Barriers to the Adoption of Industry 4.0 Technologies in the Manufacturing Sector: An Inter-Country Comparative Perspective. Journal Pre-proof. doi:https://doi.org/10.1016/j.ijpe.2019.107546
Reinhardt, T. (2022). The farm to fork strategy and the digital transformation of the agrifood sector—An assessment from the perspective of innovation systems. Applied Economics Prespectives and Policy, https://doi.org/10.1002/aepp.13246.
Saatçioğlu, Ö., Özispa, N., & Kök, G. (2019). Scrutinizing the Barriers That Impede Industry 4.0 Projects: A Country-Wide Analysis for Turkey. Agile Approaches for Successfully Managing and Executing Projects in the Fourth Industrial Revolution. IGI Global. doi: 10.4018/978-1-5225-7865-9.ch016
Sandelowski, M., & Barroso, J. (2007). Handbook for Synthesizing Qualitative Research. New York: Springer.
schlaepfer, R. C. (2015). Challenges and solutions for the digital transformation and use of exponential technologies. zurich: MIT Sloan Management Review and Deloitte University Press.
Schwab, k. (2017). The Fourth Industrial Revolution. London: Penguin UK.
Sebastian, I. M., Ross, J. W., Beath, C., Mocker, M., Moloney, K. G., & Fonstad, N. O. (2017). How Big Old Companies Navigate Digital Transformation. MIS Quarterly Executive, 16, 197-213.
Statista. (2019, January 18). Retail e-commerce sales worldwide from 2014 to 2021 (in billion U.S.dollars). Retrieved from https://www.statista.com/statistics/379046/worldwide retail-e-commerce-sales
Tripathi, S. (2019). Impact of Barriers on Industry 4.0 Transformation Dimensions. International Conference on Precision, Meso, Micro and Nano Engineering.
van der Panne, G., van Beers, C., & Kleinknecht, A. (2003). Success and Failure of Innovation: A Literature Review. Int. J. Innov. Manag, 7, 309-338. doi: 10.1142/S1363919603000830
Verhoefa, P., Broekhuizen, T., Bart, Y., Bhattacharya, A., Dong, J., Fabian, N., & Haenlein, M. (2019). Digital transformation: A multidisciplinary reflection and research agenda. Journal of Business Research, In Press, Available online 2 November. https://doi.org/10.1016/j.jbusres.2019.09.022
Vial, G. (2019). Understanding digital transformation: A review and a research agenda. Journal of Strategic Information Systems, 28, 118-144.
Vogelsang, K., Netheler, K. L., Packmohr, S., & Hoppe, U. (2019). A Taxonomy of Barriers to Digital Transformation. 14th International Conference on Wirtschaftsinformatik. Siegen, Germany.
Vogelsang, K., Packmohr, S., & Hoppe, U. (2019). Proceedings of the 52nd Hawaii International Conference on System Sciences. Proceedings of the 52nd Hawaii International Conference on System Sciences.
Vuksi, V., Ivanˇ ci´ c, L., & Vugec, D. (2018). A preliminary literature review of digital transformation case studies. ICMIT 2018: 20th International Conference on Managing Information Technology.
Wen, H., Zhong, Q., & Lee, C. (2022). Digitalization, competition strategy and corporate innovation: Evidence from Chinese manufacturing listed companies. International Review of Financial Analysis, 82. doi: 10.1016/j.irfa.2022.102166
World Economic Forum (2016). Digital Transformation of Industries Demystifying Digital and Securing $100 Trillion for Society and Industry by 2025. Committed to Improving The State of The World. World Economic Forum.
Wu, K., Yumeri, F., & Dongmin, K. (2022). Does the digital transformation of enterprises affect stock price crash risk? Finance Research Letters, 48. doi: 10.1016/j.frl.2022.102888
References [In Persian]                            
Alidoosti, S. (2008). Barriers to the use of information technology from the perspective of change management. Library and information, 11 (1), 215-242. [In Persian]
 
 
 
استناد به این مقاله: حمیدی، مهدی.، قاضی نوری، سیدسروش.، نقی زاده، محمد.، باقری مقدم، ناصر. (1402). فراترکیب موانع پیش ‌روی تحول دیجیتال، مطالعات مدیریت کسب وکار هوشمند، 11(43)، 31 -66.
DOI: 10.22054/IMS.2023.69986.2231
 Journal of Business Intelligence Management Studies is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License..v