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

Rodrigo Goyannes Gusmão Caiado (), Luiz Felipe Scavarda (), Guilherme Vidal (), Daniel Luiz de Mattos Nascimento () and Jose Arturo Garza-Reyes ()
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Rodrigo Goyannes Gusmão Caiado: Tecgraf Institute, 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

Operations Management Research, 2025, vol. 18, issue 2, No 16, 744-767

Abstract: 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.

Keywords: Industry 4.0; Sustainability; Critical success factors (CSFs); Fuzzy group MCDM; Multi-method approach (search for similar items in EconPapers)
Date: 2025
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DOI: 10.1007/s12063-023-00430-8

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