Knowledge building about performance evaluation in lean production

Abstract

Purpose The purpose of this paper is to focus on the analysis of the characteristics and gaps of a literature fragment from the international scientific publications on performance evaluation in lean production, aiming to generate new knowledge and suggestions for future scientific research. Design/methodology/approach The authors have adopted “ProKnow-C” methodology, a qualitative research approach that is used for literature selection, identification, analysis and reflection on the established characteristics. Findings From a bibliographic portfolio of 67 research works, 91 per cent of the works have individual metrics and 84 per cent have sets of metrics. Evaluating the focus of the performance measurement system, 34 per cent of works measure performance, 43 per cent compare performance and only 18 per cent assist in strategic planning. Evaluating the phases of the PMS life cycle, 87 per cent attend to the design, and 66 per cent attend to the activities of data collection, allow diagnosis, evaluate performance and communicate results. However, only 3 per cent of the studies analysed the use of PMS after its implementation and no research evidenced the review of metrics and objectives based on strategic planning. Research limitations/implications The search formula to capture the bibliographic portfolio (BP) was limited to the following terms: performance measurement, performance evaluation, performance assess*, performance appraisal, management, indicator*, critical factors, best practices, lean production, lean manufacturing and lean system. The BP was determined based on the limitations set by the research authors: articles published in English and Portuguese languages, from 2000 to 2018, in the Engineering Village, Scopus, EBSCO, Web of Science, ProQuest and Science Direct databases, which were freely available on the internet. Lastly, conceptual knowledge was used to select the articles, so there is a chance that unintentional losses could happen. Practical implications As practical implications for practitioners, the authors have identified that a PMS from an organisation that aims to become “lean” needs to be defined and revised considering its strategy, adjusting its set of metrics and targets to the internal and external challenges. As practical implications for researchers, opportunities have been identified to develop longitudinal studies in PMS utilisation and review to understand how the measurement system must evolve over time through changes in the internal and external environments of organisations. Originality/value This research adds value because its results allow researchers and practitioners to visualise the boundaries of the knowledge from the BP, about performance management in lean production, and what their gaps are in relation to the reference model of performance evaluation. This research is original because it was not observed in the literature review, a research that used the ProKnow-C methodology for analysis of the alignment and gaps between lean production and performance evaluation.

Development of Performance Evaluation Theme: A Systematic Analysis of the Literature

“…The ProKnow-C was developed from 1994 by the Laboratory of Constructivist Decision Aid Methodologies (LabMCDA-C), of the Federal University of Santa Catarina (STAEDELE et al, 2019). This instrument has been used to support research about the performance evaluation theme, in both theoretical and empirical terms.…”

“…The scientific recognition of the instrument was established through dozens of international publications (STAEDELE et al, 2019;ENSSLIN et al, 2015). Several researchers conducted research related to the performance evaluation theme using the intervention instrument The next sections will describe (i) data collection procedures; and (ii) data analysis procedures.…”

Apoio à gestão das atividades portuárias de uma holding pública: uma abordagem de avaliação de desempenho construtivista para a SC Participações e Parcerias (SCPar)

“…Para a construção do referencial teórico, optou-se por um processo com abordagem Construtivista para fazer a seleção dos artigos que serviram de base para a construção de conhecimento a respeito do tema (Staedele, Ensslin, & Forcellini, 2019). Dessa forma, utilizou-se o Knowledge Development Process-Constructivist (ProKnow-C) (Dutra, Ripoll-Feliu, Fillol, Ensslin, & Ensslin, 2015), de modo que, com base na percepção dos autores, fosse possível selecionar um Portfólio Bibliográfico (PB) referente à Avaliação de Desempenho em holdings e estudos realizados em holdigns portuárias.…”

“…Por meio da análise da literatura realizada com o auxílio da ferramenta Proknow-C, identificaram-se oportunidades de pesquisa e de interesse dos autores (Matos, Valmorbida, & Ensslin, 2018;Staedele, Ensslin, & Forcellini, 2019). Para suprir essa lacuna de pesquisa, utilizou-se a metodologia MCDA-C, a qual, considera as particularidades do contexto organizacionais e as preferências do decisor (Longaray et al, 2018).…”

How does Business Orientation of Manufacturing Enterprises Define the Utilisation of Lean Production?

“…Early research of the lean concept was initiated in manufacturing, business, and logistic theories [4,5]. These theories established the basic foundations and models of utilisation of individual production solutions and lean philosophy in enterprises [6,7].…”