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A taxonomy of critical factors towards sustainable operations and supply chain management 4.0 in developing countries

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  • Rodrigo Goyannes Gusmão Caiado

    (Tecgraf Institute, Pontifical Catholic University of Rio de Janeiro, Rua Marquês de São Vicente
    Pontifical Catholic University of Rio de Janeiro, Rua Marquês de São Vicente)

  • Luiz Felipe Scavarda

    (Pontifical Catholic University of Rio de Janeiro, Rua Marquês de São Vicente)

  • Guilherme Vidal

    (Pontifical Catholic University of Rio de Janeiro, Rua Marquês de São Vicente)

  • Daniel Luiz de Mattos Nascimento

    (University of Barcelona Business School)

  • Jose Arturo Garza-Reyes

    (University of Derby
    Department of Management Studies, Graphic Era Deemed to be University)

Abstract

Supply chain disruptions, intensified by black swan events such as the COVID-19 pandemic and the Russia-Ukraine war, have increased the interest in resilient supply chains, which can be achieved by adopting sustainable Industry 4.0 (I4.0) practices. However, the critical success factors (CSFs) for sustainable I4.0 in operations and supply chain management (S-OSCM4.0) are unclear, and there is a lack of a holistic and empirically validated taxonomy of CSFs from multiple stakeholders' perspectives to guide organizations in this transition. Moreover, developing countries face specific challenges that require prioritizing the proper set of CSFs for sustainable digitalization. Therefore, this paper aims to develop a CSFs-based taxonomy for S-OSCM4.0 to help organizations stay current in I4.0 adoption and integrate sustainability in OSCM. We first conducted a systematic literature review (SLR) of 131 papers using bibliometric and content analyses and synthesized the theoretical findings into an alpha taxonomy of CSFs following an inductive approach. Then, we employed a Delphi survey technique combining fuzzy logic to solicit experts' perceptions from a developing country to analyze and validate the taxonomy and determine the most pertinent CSFs, resulting in a beta taxonomy of CSFs for S-OSCM4.0. The developed taxonomy represents a pioneering managerial artefact that can guide sustainable development through an inclusive digital transformation with less environmental impact, contributing to decision-making in S-OSCM4.0, especially for operations in developing countries.

Suggested Citation

  • Rodrigo Goyannes Gusmão Caiado & Luiz Felipe Scavarda & Guilherme Vidal & Daniel Luiz de Mattos Nascimento & Jose Arturo Garza-Reyes, 2025. "A taxonomy of critical factors towards sustainable operations and supply chain management 4.0 in developing countries," Operations Management Research, Springer, vol. 18(2), pages 744-767, June.
    • Handle: RePEc:spr:opmare:v:18:y:2025:i:2:d:10.1007_s12063-023-00430-8
    DOI: 10.1007/s12063-023-00430-8
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    References listed on IDEAS

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