Multi-case analysis of Industry 4.0 maturity for the development of a strategic roadmap.
Sandro Breval Santiago, José Reinaldo Silva
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- Sandro Breval Santiago, José Reinaldo Silva
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- 2026
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- Conference Proceedings
- Abstract
- Organizations today face mounting pressure to pursue digital transformation and Industry 4.0 as core strategic priorities, particularly as they navigate the growing complexity of modern industrial and service environments. While technologies such as cyber-physical systems, the industrial internet of things, cloud computing, and advanced analytics have become readily accessible, many organizations continue to struggle to design coherent transformation pathways that align with their real-world capabilities. Research has consistently identified a significant disconnection between digital aspirations and the capacity to execute them, frequently leading to disjointed initiatives that fail to deliver meaningful strategic outcomes (Liao et al., 2017; Schuh et al., 2020; Vial, 2021). In this context, maturity models have been widely adopted to assess organizational readiness for Industry 4.0. However, most existing approaches remain predominantly diagnostic, offering limited support for translating maturity assessment results into structured strategic roadmaps (Schumacher et al., 2019; Flamini & Naldi, 2022). This study addresses this gap by proposing a maturity-based strategic roadmap for digital transformation and Industry 4.0, explicitly linking empirical maturity assessment to a roadmap definition. This investigation employs a convergent mixed-method design that integrates systematic literature synthesis with quantitative multivariate techniques. The maturity assessment framework incorporates dimensions consistently validated across peer-reviewed publications indexed in databases, encompassing strategy and organization, manufacturing and operations, interoperability, supply chain integration, business model innovation, products and services, and people and culture (Santiago & Silva, 2023; Zamora et al., 2024).
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- Springer
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