IDEAS home Printed from https://ideas.repec.org/a/eee/tefoso/v175y2022ics0040162521007514.html
   My bibliography  Save this article

Lean and industry 4.0: Mapping determinants and barriers from a social, environmental, and operational perspective

Author

Listed:
  • Yilmaz, Aysegul
  • Dora, Manoj
  • Hezarkhani, Behzad
  • Kumar, Maneesh

Abstract

Manufacturing companies have started to embrace Industry 4.0 and lean principles to stay competitive. However, the real industry implementation of the integrated approach has been challenging. Even separately, both Lean and Industry 4.0 have high failure rates. Understanding these implementations is essential to increase the application's success and build a bridge between academia and industry. This research uses a systematic literature review methodology to identify case studies that integrate the implementation of lean principles with Industry 4.0 technology. The benefits, barriers, and success factors of the integration were investigated, focusing on environmental, social, and operational perspectives. Forty-two case studies that included lean principles and Industry 4.0 technology in the manufacturing context were identified. The integration resulted in various operational benefits regarding lead-time, throughput, and quality. In terms of environmental impact, there is a potential to estimate the use of resources involved in the production and reduce CO2 emissions. Other benefits include improved employee welfare, better communication, employee empowerment. The main barrier is the investment cost followed by technological readiness. It has been concluded that Lean and Industry 4.0 present considerable potential. However, the integration needs proper understanding on how to start, where to aim, what to be aware of.

Suggested Citation

  • Yilmaz, Aysegul & Dora, Manoj & Hezarkhani, Behzad & Kumar, Maneesh, 2022. "Lean and industry 4.0: Mapping determinants and barriers from a social, environmental, and operational perspective," Technological Forecasting and Social Change, Elsevier, vol. 175(C).
  • Handle: RePEc:eee:tefoso:v:175:y:2022:i:c:s0040162521007514
    DOI: 10.1016/j.techfore.2021.121320
    as

    Download full text from publisher

    File URL: http://www.sciencedirect.com/science/article/pii/S0040162521007514
    Download Restriction: Full text for ScienceDirect subscribers only

    File URL: https://libkey.io/10.1016/j.techfore.2021.121320?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    As the access to this document is restricted, you may want to search for a different version of it.

    References listed on IDEAS

    as
    1. Guilherme Luz Tortorella & Diego Fettermann, 2018. "Implementation of Industry 4.0 and lean production in Brazilian manufacturing companies," International Journal of Production Research, Taylor & Francis Journals, vol. 56(8), pages 2975-2987, April.
    2. Raj, Alok & Dwivedi, Gourav & Sharma, Ankit & Lopes de Sousa Jabbour, Ana Beatriz & Rajak, Sonu, 2020. "Barriers to the adoption of industry 4.0 technologies in the manufacturing sector: An inter-country comparative perspective," International Journal of Production Economics, Elsevier, vol. 224(C).
    3. Burak Erkayman, 2019. "Transition to a JIT production system through ERP implementation: a case from the automotive industry," International Journal of Production Research, Taylor & Francis Journals, vol. 57(17), pages 5467-5477, September.
    4. Mohamed El Amine Boudella & Evren Sahin & Yves Dallery, 2018. "Kitting optimisation in Just-in-Time mixed-model assembly lines: assigning parts to pickers in a hybrid robot–operator kitting system," Post-Print hal-01736748, HAL.
    5. Evren Sahin & Mohamed El Amine Boudella & Yves Dallery, 2018. "Kitting optimisation in Just-in-Time mixed-model assembly lines: assigning parts to pickers in a hybrid robot–operator kitting system," Post-Print hal-01736718, HAL.
    6. Alexandre Moeuf & Samir Lamouri & Robert Pellerin & Simon Tamayo-Giraldo & Estefania Tobon-Valencia & Romain Eburdy, 2020. "Identification of critical success factors, risks and opportunities of Industry 4.0 in SMEs," International Journal of Production Research, Taylor & Francis Journals, vol. 58(5), pages 1384-1400, March.
    7. Dashi Nazarov & Anton Klarin, 2020. "Taxonomy of Industry 4.0 research: Mapping scholarship and industry insights," Systems Research and Behavioral Science, Wiley Blackwell, vol. 37(4), pages 535-556, July.
    8. Stefan Kurpjuweit & Dagmar Reinerth & Christoph G. Schmidt & Stephan M. Wagner, 2019. "Implementing visual management for continuous improvement: barriers, success factors and best practices," International Journal of Production Research, Taylor & Francis Journals, vol. 57(17), pages 5574-5588, September.
    9. Mohamed El Amine Boudella & Evren Sahin & Yves Dallery, 2018. "Kitting optimisation in Just-in-Time mixed-model assembly lines: assigning parts to pickers in a hybrid robot–operator kitting system," International Journal of Production Research, Taylor & Francis Journals, vol. 56(16), pages 5475-5494, August.
    10. Wilfred H. Knol & Jannes Slomp & Roel L.J. Schouteten & Kristina Lauche, 2018. "Implementing lean practices in manufacturing SMEs: testing ‘critical success factors’ using Necessary Condition Analysis," International Journal of Production Research, Taylor & Francis Journals, vol. 56(11), pages 3955-3973, June.
    11. Stefania Bait & Alessandro Di Pietro & Massimiliano M. Schiraldi, 2020. "Waste Reduction in Production Processes through Simulation and VSM," Sustainability, MDPI, vol. 12(8), pages 1-14, April.
    12. Müller, Julian Marius & Buliga, Oana & Voigt, Kai-Ingo, 2018. "Fortune favors the prepared: How SMEs approach business model innovations in Industry 4.0," Technological Forecasting and Social Change, Elsevier, vol. 132(C), pages 2-17.
    13. Kai Ding & Felix T.S. Chan & Xudong Zhang & Guanghui Zhou & Fuqiang Zhang, 2019. "Defining a Digital Twin-based Cyber-Physical Production System for autonomous manufacturing in smart shop floors," International Journal of Production Research, Taylor & Francis Journals, vol. 57(20), pages 6315-6334, October.
    14. David Moher & Alessandro Liberati & Jennifer Tetzlaff & Douglas G Altman & The PRISMA Group, 2009. "Preferred Reporting Items for Systematic Reviews and Meta-Analyses: The PRISMA Statement," PLOS Medicine, Public Library of Science, vol. 6(7), pages 1-6, July.
    15. Leonilde Varela & Adriana Araújo & Paulo Ávila & Hélio Castro & Goran Putnik, 2019. "Evaluation of the Relation between Lean Manufacturing, Industry 4.0, and Sustainability," Sustainability, MDPI, vol. 11(5), pages 1-19, March.
    16. Stadnicka, Dorota & Litwin, Paweł, 2019. "Value stream mapping and system dynamics integration for manufacturing line modelling and analysis," International Journal of Production Economics, Elsevier, vol. 208(C), pages 400-411.
    17. Guilherme Luz Tortorella & Ninad Pradhan & Enrique Macias de Anda & Samuel Trevino Martinez & Rupy Sawhney & Maneesh Kumar, 2020. "Designing lean value streams in the fourth industrial revolution era: proposition of technology-integrated guidelines," International Journal of Production Research, Taylor & Francis Journals, vol. 58(16), pages 5020-5033, July.
    18. Manoj Dora & Joshua Wesana & Xavier Gellynck & Nitin Seth & Bidit Dey & Hans Steur, 2020. "Importance of sustainable operations in food loss: evidence from the Belgian food processing industry," Annals of Operations Research, Springer, vol. 290(1), pages 47-72, July.
    19. Torbjørn H. Netland, 2016. "Critical success factors for implementing lean production: the effect of contingencies," International Journal of Production Research, Taylor & Francis Journals, vol. 54(8), pages 2433-2448, April.
    20. Alebrant Mendes, Angélica & Duarte Ribeiro, José Luis, 2014. "Establishment of a maintenance plan based on quantitative analysis in the context of RCM in a JIT production scenario," Reliability Engineering and System Safety, Elsevier, vol. 127(C), pages 21-29.
    21. Jiju Antony & Netasha Krishan & Donna Cullen & Maneesh Kumar, 2012. "Lean Six Sigma for higher education institutions (HEIs)," International Journal of Productivity and Performance Management, Emerald Group Publishing Limited, vol. 61(8), pages 940-948, October.
    22. Sachin Kamble & Angappa Gunasekaran & Neelkanth C. Dhone, 2020. "Industry 4.0 and lean manufacturing practices for sustainable organisational performance in Indian manufacturing companies," International Journal of Production Research, Taylor & Francis Journals, vol. 58(5), pages 1319-1337, March.
    Full references (including those not matched with items on IDEAS)

    Citations

    Citations are extracted by the CitEc Project, subscribe to its RSS feed for this item.
    as


    Cited by:

    1. Bokhorst, Jos A.C. & Knol, Wilfred & Slomp, Jannes & Bortolotti, Thomas, 2022. "Assessing to what extent smart manufacturing builds on lean principles," International Journal of Production Economics, Elsevier, vol. 253(C).

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Bueno, Adauto & Goyannes Gusmão Caiado, Rodrigo & Guedes de Oliveira, Thaís Lopes & Scavarda, Luiz Felipe & Filho, Moacir Godinho & Tortorella, Guilherme Luz, 2023. "Lean 4.0 implementation framework: Proposition using a multi-method research approach," International Journal of Production Economics, Elsevier, vol. 264(C).
    2. Antonio Sartal & Josep Llach & Fernando León-Mateos, 2022. "“Do technologies really affect that much? exploring the potential of several industry 4.0 technologies in today’s lean manufacturing shop floors”," Operational Research, Springer, vol. 22(5), pages 6075-6106, November.
    3. Juliana Salvadorinho & Leonor Teixeira, 2021. "Stories Told by Publications about the Relationship between Industry 4.0 and Lean: Systematic Literature Review and Future Research Agenda," Publications, MDPI, vol. 9(3), pages 1-20, July.
    4. Dieter Fiems, 2024. "Performance of a Synchronisation Station with Abandonment," Mathematics, MDPI, vol. 12(5), pages 1-12, February.
    5. Saporiti, Nicolò & Cannas, Violetta Giada & Pozzi, Rossella & Rossi, Tommaso, 2023. "Challenges and countermeasures for digital twin implementation in manufacturing plants: A Delphi study," International Journal of Production Economics, Elsevier, vol. 261(C).
    6. Cugno, Monica & Castagnoli, Rebecca & Büchi, Giacomo, 2021. "Openness to Industry 4.0 and performance: The impact of barriers and incentives," Technological Forecasting and Social Change, Elsevier, vol. 168(C).
    7. Eslami, Mohammad H. & Achtenhagen, Leona & Bertsch, Cedric Tobias & Lehmann, Annika, 2023. "Knowledge-sharing across supply chain actors in adopting Industry 4.0 technologies: An exploratory case study within the automotive industry," Technological Forecasting and Social Change, Elsevier, vol. 186(PA).
    8. Culot, Giovanna & Orzes, Guido & Sartor, Marco & Nassimbeni, Guido, 2020. "The future of manufacturing: A Delphi-based scenario analysis on Industry 4.0," Technological Forecasting and Social Change, Elsevier, vol. 157(C).
    9. Usama Awan & Robert Sroufe & Muhammad Shahbaz, 2021. "Industry 4.0 and the circular economy: A literature review and recommendations for future research," Business Strategy and the Environment, Wiley Blackwell, vol. 30(4), pages 2038-2060, May.
    10. Veepan Kumar & Prem Vrat & Ravi Shankar, 2021. "Prioritization of strategies to overcome the barriers in Industry 4.0: a hybrid MCDM approach," OPSEARCH, Springer;Operational Research Society of India, vol. 58(3), pages 711-750, September.
    11. Virmani, Naveen & Sharma, Shikha & Kumar, Anil & Luthra, Sunil, 2023. "Adoption of industry 4.0 evidence in emerging economy: Behavioral reasoning theory perspective," Technological Forecasting and Social Change, Elsevier, vol. 188(C).
    12. Henao, Rafael & Sarache, William, 2022. "Sustainable performance in manufacturing operations: The cumulative approach vs. trade-offs approach," International Journal of Production Economics, Elsevier, vol. 244(C).
    13. Emilio Moretti & Elena Tappia & Martina Mauri & Marco Melacini, 2022. "A performance model for mobile robot-based part feeding systems to supermarkets," Flexible Services and Manufacturing Journal, Springer, vol. 34(3), pages 580-613, September.
    14. Ricci, Riccardo & Battaglia, Daniele & Neirotti, Paolo, 2021. "External knowledge search, opportunity recognition and industry 4.0 adoption in SMEs," International Journal of Production Economics, Elsevier, vol. 240(C).
    15. Catherine Maware & David M. Parsley, 2022. "The Challenges of Lean Transformation and Implementation in the Manufacturing Sector," Sustainability, MDPI, vol. 14(10), pages 1-24, May.
    16. Bertha Leticia Treviño-Elizondo & Heriberto García-Reyes & Rodrigo E. Peimbert-García, 2023. "A Maturity Model to Become a Smart Organization Based on Lean and Industry 4.0 Synergy," Sustainability, MDPI, vol. 15(17), pages 1-24, September.
    17. Ghadimi, Pezhman & Donnelly, Oisin & Sar, Kubra & Wang, Chao & Azadnia, Amir Hossein, 2022. "The successful implementation of industry 4.0 in manufacturing: An analysis and prioritization of risks in Irish industry," Technological Forecasting and Social Change, Elsevier, vol. 175(C).
    18. Eryarsoy, Enes & Kilic, Huseyin Selcuk & Zaim, Selim & Doszhanova, Marzhan, 2022. "Assessing IoT challenges in supply chain: A comparative study before and during- COVID-19 using interval valued neutrosophic analytical hierarchy process," Journal of Business Research, Elsevier, vol. 147(C), pages 108-123.
    19. Andreas Felsberger & Gerald Reiner, 2020. "Sustainable Industry 4.0 in Production and Operations Management: A Systematic Literature Review," Sustainability, MDPI, vol. 12(19), pages 1-39, September.
    20. Rahmani, Amir & Aboojafari, Roohallah & Bonyadi Naeini, Ali & Mashayekh, Javad, 2024. "Adoption of digital innovation for resource efficiency and sustainability in the metal industry," Resources Policy, Elsevier, vol. 90(C).

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:eee:tefoso:v:175:y:2022:i:c:s0040162521007514. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Catherine Liu (email available below). General contact details of provider: http://www.sciencedirect.com/science/journal/00401625 .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.