Full text
180 2022, XXV, 4
In o ma ion Managemen
10.15240/ ul/001/2022-4-012
DIFFERENCES IN THE CAPACITY
OF ADOPTION OF THE ENABLING ICTS
FOR INDUSTRY 4.0 IN CHILE
F ancisco Ga ica-Nei a1, Ma io Ramos-Maldonado2
1 Uni e si y o Bío-Bío, Facul y o Business Sciences, Depa men o Economics and Finance, Chile,
ORCID: 0000-0002-1968-9384, [email p o ec ed];
2 Uni e si y o Bío-Bío, Facul y o Enginee ing, Depa men o Wood Enginee ing, Chile, ORCID: 0000-0001-9498-6373,
[email p o ec ed].
Abs ac : In he con ex o he Fou h Indus ial Re olu ion his pape analyzes he ac o s ha
explain he deg ee o di usion o some In o ma ion Technologies (ICTs) enabling Indus ies 4.0 in
Chilean companies. In his g oup we ind echnologies such as: Big da a, RIFD (Radio equency
iden i ica ion), Cloud compu ing, ERP (En e p ise equi emen s planning), CRM (Cus ome
ela ionship managemen ), SCM (Supply chain managemen ) and Compu e secu i y. Th ough
he analysis o clus e s, o de ly logis ic eg ession and decision ee, based on 2,081 companies
epo ed in he Su ey o Access and Use o In o ma ion Communica ion Technology (ICT)
in Companies 2018 (MINECON, 2020). I is concluded ha he e is an impo an di e ence in
echnological adop ion based on size om he olume o sales and he amoun o di ec labo . I is
also no ed ha companies ha subcon ac and a he same ime ha e ICT p o essionals a e mo e
likely o in es in his ype o echnology. We de ec ed a “ echnological s agge ing” whe e companies
begin by inco po a ing Cloud Compu ing and ERP and hen inc ease in he numbe and complexi y
o he echnologies used, achie ing g ea e syne gies and bene i s in digi al ans o ma ion. I is
necessa y o implemen mechanisms o moni o ing echnical change o gene a e public policies
aimed a le eling echnological adop ion in small and medium-sized en e p ises. This wo k p o ides
a global and in e sec o al iew o he p ocess o di usion o enabling echnologies o Indus y 4.0
h ough mul i a ia e analysis echniques and da a science, being a con ibu ion o wha is cu en ly
wo ked on ocused on he s udy o business cases, on he moni o ing o a speci ic echnology o on
an analysis o a speci ic p oduc i e sec o .
Keywo ds: Technology adop ion, ICT, Indus y 4.0, echnology p omo ion policy, digi al
ans o ma ion, echnological syne gy, o de ed logi , s a is ical clus e s, decision ee.
JEL Classi ica ion: O33, O14.
APA S yle Ci a ion: Ga ica-Nei a, F., & Ramos-Maldonado, M. (2022). Di e ences
in he Capaci y o Adop ion o he Enabling ICTs o Indus y 4.0 in Chile. E&M Economics and
Managemen , 25(4), 180–195. h ps://doi.o g/10.15240/ ul/001/2022-4-012
In oduc ion
This wo k seeks o iden i y he deg ee o
di usion o some enabling ICTs o indus ies
in he Chilean p oduc i e ab ic. Some
echnologies included he e a e: Big da a,
RIFD, Cloud compu ing, ERP, CRM, SCM
and he a ea o IT secu i y, which a e basic
elemen s o he Fou h Indus ial Re olu ion.
Da a om he Su ey on Access and Use
o In o ma ion and Communica ion (ICT) in
Companies 2018, which we e published by
he Minis y o Economy o Chile (MINECON,
2020), we e used. I should be no ed ha
a pa o he o al enabling echnologies
o Indus y 4.0 is measu ed, which a e
no only ocused on so wa e, bu also
include inno a ion in elec onics, op ics and
mecha onics. We cu en ly a e lacking he
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su icien ly comp ehensi e na ional s a is ics
ha allow us o ully ollow he phenomenon o
adop ion o his ype o echnology.
This s udy begins wi h a concep ual
e iew o he echnology adop ion model.
Subsequen ly, he gap in his adop ion among
companies o a ying sizes and in ela ion o
he OECD a e age is es ima ed. Rega ding
he me hodology, some da a algo i hms
con ained in he Weka so wa e o da a
sc ubbing (In e qua ile Range), s a is ical
clus e s (K-means wi h Manha an dis ance)
and decision ees (J48). Some adi ional
mul i a ia e analysis models a e also p esen ed:
o de ed logi and ma ginal e ec s calcula ions.
Among he main conclusions o he
s udy, i is iden i ied ha in la ge companies,
depending on he sales olume and he numbe
o wo ke s, hose ha ha e ou sou cing
p ocesses and ha e IT p o essionals ha e
a g ea e p obabili y o achie ing a syne gis ic
echnological de elopmen , coun ing wi h
mo e han ou enabling ICTs o Indus y 4.0
simul aneously.
The con ibu ion o his pape is ha we
add ess he phenomenon o he adop ion
o enabling echnologies in a wide g oup o
companies h ough da a ools and mul i a ia e
analysis, illing a space in he bibliog aphic
e iew as i is a ecen esea ch opic. Ou
app oach is di e en om he adi ional ones
associa ed wi h case s udies o he moni o ing
o a ce ain echnology, p o iding inpu s o he
de elopmen o new public policies ha make i
possible o b idge gaps in smalle companies.
1. Theo e ical Backg ound
The Fou h Indus ial Re olu ion (Schwab,
2016), which implies he digi iza ion o he
di e en links in he alue chain, will b ing wi h i
he bi h o new business models (Bo ha, 2019;
Dean & Spoeh , 2018), he eo ganiza ion o he
indus y and a he same ime, an inc ease in
unemploymen , especially in a low-skilled and
highly ou ine job (Nedelkoska & Quin ini, 2018).
In his con ex , i is essen ial o analyze
he deg ee o adop ion and di usion o some
enabling ICTs o Indus y 4.0. This in ol es
e iewing he models o echnology adop ion,
being he T.O.E. he bes -known amewo k,
which iden i ies ac o s a he Technological,
O ganiza ional and En i onmen al le el
o explain he adop ion o echnologies in
a company (Roge s, 1995).
The ollowing ac o s ha explain he adop ion
o enabling echnologies o Indus y 4.0 a e
iden i ied below h ough biblio g aphical e iew:
a) The quali ica ion o labo a ec s he capaci y
o echnological adop ion on he pa o he
companies, as well as he abili y o sea ch
o and co ec ly e alua e he echnological
complexi y, adjus ing he pe cep ions o he
challenges imposed by adap ing he new
echnologies o he business eali y (P ause
& Gün he , 2019; Reyes e al., 2016). On
he o he hand, quali ied human esou ces
allow he company o ha e a mo e
lexible o ganiza ional cul u e ocused on
con inuous imp o emen and he c ea ion
o new business models, which a o s
he adop ion o enabling echnologies o
Indus y 4.0 (Chege e al., 2019; Ki az
e al., 2020; Mülle e al., 2018; Vowles
e al., 2011).
b) Ha ing p o essionals wi h digi al skills is
essen ial o he adop ion o enabling ICTs
(Almeida e al., 2020; Cab e a-Sánchez
& Villa ejo-Ramos, 2019). The di usion
a e o ICTs an icipa es a high di usion o
4.0 echnologies a he le el o companies
and coun ies (Nhamo e al., 2020). To
make a echnological leap, a base o
co e echnological compe encies al eady
acqui ed mus be coun ed, de e mining he
adop ion capaci y o companies (Maggi
e al., 2020; Mo a e al., 2019).
c) The size o he company posi i ely a ec s
echnology adop ion p ocesses due o
he signi ican inancial and adminis a i e
e o in ol ed in in es men decisions and
ein es men o esou ces in his ype o
enabling echnologies (A nold e al., 2018;
B ambilla, 2018; Dalenoga ea e al., 2018;
Ga ica-Nei a, 2022; Ho á h & Szabo, 2019;
Ingaldi & Ulewicz, 2020).
d) The highe he p oduc i i y pe wo ke , he
g ea e he p obabili y o adop ing a new
echnology, inc easing he pe cep ion o
ela i e ad an ages, as a esul o he
expec ed leaps in p oduc i i y (B ambilla,
2018). Depending on he p oduc i i y le els
o he companies, he inco po a ion o
enabling echnologies will p oduce di e en
impac s on unskilled employmen h ough
subs i u ion and complemen a i y e ec s
(Almeida e al., 2020).
e) The exis ence o ou sou cing p ocesses
pu s p essu e on he capaci y o coo dina e
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and measu e he en i e alue chain
in eal ime, inc easing he p obabili y
o adop ing 4.0 echnologies (Ho á h
& Szabo, 2019). The s imulus o inc ease
he e iciency o he alue chain, h ough
digi al echnologies, will be g ea e when
he company has s a egies ocused on
cos (Dalenoga ea e al., 2018).
The p esence o hese ac o s will condi ion
he amoun o enabling ICTs ha can ope a e
simul aneously in a company, signi ican ly
a ec ing p o i abili y and asse u no e
(Be ge , 2016). The companies ha achie e
g ea e echnological syne gy will dis ance
hemsel es om he es o he na ional
p oduc i e ab ic, inc easing he exis ing gaps
h ough g ea e e iciency o hei ope a ions
and he implemen a ion o new businesses.
Some s udies in La in Ame ica a e
highligh ing he impo ance o adop ion ac o s.
In his ega d, Mo a e al. (2019) in A gen ina
and Maggi e al. (2020) in Chile ha e made i
possible o deepen he in e nal adop ion p ocess
wi h an emphasis on echnological managemen ,
highligh ing he igu e o he business leade ,
he impo ance o local supplie s and he pull
o a la ge company usually in ensi e in na u al
esou ces. Ga ica Nei a and Ramos Maldonado
(2020) con i ms he de elopmen o enabling
echnologies o Indus y 4.0 in expo ac i i ies
in ensi e in na u al esou ces.
This s udy is complemen a y o he case
analysis and allows a wide iew o he di usion
p ocess in he na ional economy, iden i ying he
echnology clus e s and he explana o y ac o s
o he di e en le els o adop ion. Clea ly, he
s a e mus play an ac i e ole in he c ea ion o
echnology ma ke s (Mazzuca o & McPhe son,
2019), which s imula e di usion and inno a ion,
especially in he SMEs segmen . Acco dingly,
public policy ini ia i es ha dis inguish he
a ie y o si ua ions in he echnology adop ion
in he na ional p oduc i e ab ic, will be be e
o ien ed o gene a e inno a i e impulses in he
na ional economy.
In gene al, La in Ame ican coun ies do no
ha e global policies aimed a s imula ing
digi al ans o ma ion in SMEs. The emphasis
has been on p omo ing aining p og ams,
accompanimen and he p omo ion o esea ch
and de elopmen . Suppo o echnology
adop ion is s ill sca ce. Ini ia i es a e agmen ed
ac oss minis ies, co po a ions and egional
go e nmen s, bu he e is no global policy.
Coun ies o en o mula e ‘digi al agendas’
whe e he ocus is on access, educa ion,
and e-go e nmen , de o ing li le a en ion
o p oduc i e issues (Dini e al., 2021). In he
Chilean case, he mos ecen p eceden is he
launch o he p oposal “Digi al T ans o ma ion
S a egy: Chile 2035”, which o da e is no
ans o med in o a public policy, which adds
o he A i icial In elligence Policy 2021–2030
o he Minis y o Science and Technology. All
hese ini ia i es a e e y ecen , which p e en s
hei e alua ion. A he La in Ame ican le el in
some egions we begin o see mesoeco nomic
wo k ini ia i es aimed a he de elopmen o
indus ies 4.0, he ollowing s and ou : he
cases o Medellín in Colombia, Co doba 4.0 in
A gen ina, o name a ew.
In e na ional compa a i e s udies in La in
Ame ica use da a on in e ne connec i i y
(quali y and co e age) and he use o
e-comme ce, bu he e a e s ill ew s udies
whe e echnological adop ion p ocesses in
companies a e massi ely add essed. In his
ega d, Dini e al. (2021) con i ms he exis ence
o na ional su eys o companies whe e he
inco po a ion o echnology is analyzed, we ind
he cases o B azil (2019), Ecuado (2018) and
Mexico (2019). The e is s ill he e ogenei y in
he de ini ion o business sizes and he e a e
di e ences in he b ead h o he echnologies
analyzed. The esul s in gene al sugges ha
companies ha e in e ne connec i i y, bu make
unsophis ica ed use o i . When mo e complex
echnologies a e analyzed, he gap be ween
companies acco ding o size ends o inc ease,
which is consis en wi h wha was iden i ied in
he Chilean case.
2. P io Da a Re iew
As can be seen below, wi h da a om he
Su ey on Access and Use o In o ma ion
Technology and Communica ion (ICT) in
Companies 2018 (MINECON, 2020), ou s udy
analyzes he adop ion gaps acco ding o size,
he gap in he na ional a e age compa ed
o he OECD a e age and he exis ence o
se e al echnologies ac ing simul aneously.
This backg ound se es he con ex o he ield
s udy.
2.1 Gaps Acco ding o Size and in
Rela ion o Technological F on ie
Tab. 1 shows ha on a e age 31.5% o la ge
companies ha e o ha e used enabling ICTs
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o Indus y 4.0. In con as , only 8.8% o SMEs
ha e succeeded in adop ing hem. The e is
cu en ly a 3.6 imes gap in adop ion le els
based on size. This i s esul shows how
ele an i is o ha e speci ic public policies ha
allow suppo ing adop ion in smalle companies.
Looking a he speci ic echnologies, i is ound
ha he bigges gaps a e in he implemen a ion
o he IT secu i y a ea wi h a di e ence o
6.2 imes be ween la ge companies and SMEs.
In a second o de we ha e he implemen a ion
o Radio F equency Iden i ica ion senso s
(RFID) in which he gap is 5.5 imes.
In an in e media e ange, in which he gap
be ween SMEs and la ge companies mo es
be ween 3 o 4 imes, he e is he use o Big
da a, En e p ise esou ce planning (ERP) and
Cus ome ela ionship managemen (CRM).
Finally, we ha e a g oup o echnologies
in which he gaps be ween SMEs and la ge
companies a e ela i ely smalle , highligh ing
Cloud se ices (2.8) and supply chain
managemen (Supply Chain Managemen SCM)
wi h a gap o 2.0 imes.
In he Chilean case, he a e age o
enabling echnologies is 10.6%, while in
he OECD coun ies i is 23.3%. The gap
is 2.2 imes, which shows he leap ha he
na ional economic ab ic mus make in ela ion
o on ie pe o mance.
Th ee echnologies a e no ed o hei
g ea es lag. In p inciple, he e is Big da a, in
which he gap be ween na ional companies
wi h he OECD a e age is 6.5 imes. Fu he
back we ha e he CRM in which he dis ance
is 4.8 imes and inally he exis ence o an
IT secu i y a ea in which dis ance is 4.1 imes.
In echnologies in which he gap wi h
OECD coun ies is smalle , i is in he use o
Cloud se ices (1.4 imes) and ERP sys ems
(1.3 imes).
2.2 Technological Syne gy
Fo he pu poses o ou analysis, Fig. 1 is
p esen ed in which he p esence o a ious
echnologies is ela ed o he size o he
o ganiza ion.
In 59% o small companies he e is no
p esence o any ype o enabling ICTs o
Indus y 4.0. This si ua ion con i ms how
ele an he size a iable is when explaining he
adop ion o echnologies. In his ein, 24% o
medium-sized companies and 8% o la ge
companies do no p esen enabling ICTs.
Key dimension
A) B) C) D) E) F)
La ge
companies
(%)
SMEs
(%)
Sho ening o gaps
be ween SMEs and
la ge companies*
To al o
Chilean
companies (%)
OECD
a e age
(%)
Sho ening
o gaps wi h
OECD**
Big da a 7.2 1.7 4.2 2.0 13.0 6.5
Radio- equency
iden i ica ion (RFID) 22.0 4.0 5.5 6.0 14.0 2.3
Cloud compu ing 50.0 18.0 2.8 21.0 30.0 1.4
IT secu i y a ea 31.0 5.0 6.2 7.0 29.0 4.1
En e p ise esou ce
planning (ERP) 77.0 22.0 3.5 26.0 33.0 1.3
Cus ome ela ionship
managemen (CRM) 21.0 5.0 4.2 6.0 29.0 4.8
Supply chain
managemen (SCM) 12.0 6.0 2.0 6.0 15.0 2.5
Linea a e age
o echnologies 31.5 8.8 3.6 10.6 23.3 2.2
Sou ce: own
No e: * imes = A/B; ** imes = E/D.
Tab. 1:
A compa a i e iew o new echnologies acco ding o he su ey on access
and use o in o ma ion echnology and communica ion (ICT) in companies 2018
(MINECON 2020)
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When e iewing he g aph da a, we ound
ha 25% o small companies ha e only one
echnology, some hing simila happens wi h
medium-sized companies. Meanwhile, 15% o
la ge companies ha e only one echnology. To
his ex en we can say ha companies ha e
no de eloped echnological syne gies by no
expe iencing he combined e ec s o hese.
F om wo o ou echnologies, he i s
syne gies began o be expe ienced in he la ge
company segmen and o a lesse ex en in he
medium-sized segmen . On a e age 20% o
la ge companies ha e combined bene i s o
wo o ou echnologies. A di e en ial e ec
on g ow h and p o i abili y a es will p obably
be obse ed in his g oup o companies. In
he sec ion anging be ween 5 and 7 enabling
ICTs, we mainly see la ge companies, in which
4% o hese a e al eady aking ad an age o
echnological syne gies.
In summa y, om his i s e iew, we ind
ha na ional companies p esen a gap in ela ion
o he OECD coun ies while a he same ime
he e is a di e ence in adop ion le els acco ding
o size. I is e iden ha la ge companies will be
mo e likely o de elop echnological syne gies.
This condi ion o asymme y will inc ease o e
ime, a ec ing smalle companies.
3. Me hodology
In he ield s udy, he ac o s ha explain
he le el o echnological syne gy o he
i ms will be iden i ied and he echnological
combina ions will be analyzed in o de o
isualize a echnological s agge ing.
To his end, some da a science algo i hms
(clus e s and decision ee) and mul i a ia e
analysis models (o de ed logi and ma ginal
e ec s) we e applied. This in ol ed debugging
he ini ial da abase, elimina ing companies
wi h incomple e da a and ex eme cases, he
la e using Weka’s unsupe ised In e qua ile
Range algo i hm. The numbe o companies
was educed om 3,344 o 2,081, which implied
a 37.7% d op in he o al da a p ocessed. The
elimina ion o hese da a did no condi ion he
explana o y capaci y o he me hodologies
used in his s udy.
3.1 Iden i ica ion o Technological
Clus e s
The clus e s we e ex ac ed using he K-means
algo i hm and he Manha an dis ance on
a bina y ma ix o occu ence om Weka
(Sha ma e al., 2012). I should be no ed ha an
adequa e dis ance o his da a co esponds o
he Hamming dis ance, i.e., XOR (Kuba , 2017).
Ne e heless, in his case, i is easible o glimpse
ha bo h dis ances – Manha an and Hamming
– a e equi alen due o dis ances be ween wo
elemen s o ally di e en p o ide 0; mean ime,
o he same elemen , he dis ance is 1.
The K-means algo i hm uns he ollowing
s eps:
Fig. 1: Pe cen age dis ibu ion o enabling ICTs o Indus y 4.0 by business segmen
Sou ce: own
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The k poin s a e placed in space ep e-
sen ing he objec s o be g ouped. These
poin s ep esen he cen oids o he ini ial
g oups;
each objec is assigned o a g oup, which
has he closes cen oid;
he posi ions o k cen oids a e ecalcula ed;
s eps 2 and 3 a e epea ed un il all poin s
belong o a g oup;
his p oduces a sepa a ion o objec s in o
g oups.
The isualiza ion o hese clus e s has an
explo a o y and analy ical emphasis. I does no
a ec he use o he o he ins umen s o his
wo k (o de ed logi and decision ee), which
use he numbe o echnologies adop ed by
companies as an explana o y a iable.
On he e ined da abase, we wo ked wi h
companies ha al eady ha e enabling ICTs o
Indus y 4.0. This implied educing he da abase
om 2,081 o 1,348 companies. In his case,
companies wi h no echnologies a e excluded so
as no o dis o he isualiza ion o echnology
clus e s, allowing be e cons uc ions o
subg oups wi hin he g oup o companies
al eady adop ing (basic and syne gis ic).
3.2 Iden i ica ion o Explana o y
Fac o s
Explana o y ac o s a e iden i ied o companies
ha a e in a null, basic and syne gis ic phase o
adop ion. Fo hese pu poses, we wo ked wi h
an o de ed logis ic eg ession model (o de ed
logi ). This analysis is done on he o al numbe
o he e ined da abase (n = 2,081). To his end,
a ee econome ic so wa e called G e l is used
(h ps://g e l.sou ce o ge.ne /).
To gene a e he p obabilis ic model,
a dependen a iable called ‘dep h index’ is
buil , explained by:
Dep h index = Le el o p esence (0/1) in:
ERP + CRM + SCM + Big da a + RIFD +
+ Cloud compu ing + IT Secu i y a ea (1)
whe e he index anges be ween 0 and 7 in
each company (n = 2,081).
When e iewing he dis ibu ion o he dep h
indica o , a disc e e a iable was gene a ed in
which he ollowing g oups a e gene a ed om
a Weka disc e iza ion algo i hm:
G oup 0: ‘no de elopmen ’ – consis s o
companies ha do no ha e mo e ad anced
ICTs echnologies;
g oup 1: ‘basic le el’ – g ouping hose
o ganiza ions ha ha e 1, 2 and 3 echnologies;
g oup 2: ‘syne gic le el’ – in eg a ed by
companies ha ha e 4, 5, 6 and 7 echnologies.
3.3 Cons uc ion o Decision T ee
By using wo a ibu e selec ion algo i hms,
C sSubse E al and Bes Fi s , a ailable in Weka
so wa e, he main a iables ha can explain
he le el o dep h in adop ion a e iden i ied.
F om his selec ion o a ibu es, on a sample
o 2,081 companies, a decision ee is buil by
applying he J48 algo i hm o Weka so wa e. The
quali y o he p oposed ee is e alua ed om he
numbe o co ec ly p edic ed cases. Fo hese
pu poses, he con usion ma ix is p esen ed
la e in Tab. 6. The decision ee has a se ies
o analy ical ad an ages: i does no equi e he
assump ions o p obabili y dis ibu ion, i is as ,
i acili a es he in e p e a ion o esul s, obus
esul s a e deli e ed and he co ela ion be ween
a ibu es does no al e i s p ecision (Rojas-
Có do a e al., 2020).
The J48 o Weka so wa e is based on he
C 4.5 algo i hm, de ised by J. Ross Quinlan
(Wi en e al., 2011), and as he decision
pa ame e , i chooses he a ibu e wi h he
highes in o ma ion gain measu ed by he
en opy di e ence. I s s ages a e:
Inco po a e base cases;
calcula e he en opy pool;
o each a ibu e, calcula e he in o ma ion
gain;
ind he a ibu e ha gi es he highes
no malized in o ma ion gain;
epea he p ocess un il he in o ma ion gain
is ze o in he whole ee.
(2)
whe e each pi is a ac ion = class i cases/ o al
cases.
To a oid o e i ing in he decision ee,
he Weka so wa e applies a ‘p uning’, wi h
a con idence ac o = 0.25 ( he smalles alue
incu s mo e p uning) and a minimum o wo
ins ances pe lea , which is wha is sugges ed
in Weka’s J48 algo i hm (Wi en e al., 2011).
Tab. 2 syn hesizes he main a iables
ha we e examined in he ield s udy and ha
a e based on he heo e ical amewo k and
a ailable da a collec ed in he ICTs Su ey o
he Chilean Minis y o Economy.
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The a iables jus p esen ed do no ha e
collinea i y p oblems, showing a iance in la ion
ac o s (VIF) below 10 in all pa ame e s.
4. Field Resea ch
The ollowing p o ides a clus e analysis, an
o de ed logi , and a decision ee in o de o
iden i y how echnological syne gies beha e
and he ac o s ha explain why a company has
a ce ain le el o echnology adop ion.
4.1 Technology Clus e s
Th ough he analysis o s a is ical clus e s,
nine clus e s a e iden i ied in which all he
echnologies s udied appea (Tab. 3).
Va iables and au ho s Explana ion Hypo he ical linkage
Sales
(A nold e al., 2018; Dalenoga ea
e al., 2018; Ingaldi & Ulewicz,
2020; Ho á h & Szabo, 2019;
B ambilla, 2018)
Annual sales income o each
company excluding axes
(Sou ce: da a ob ained om he
su ey)
A posi i e hypo he ical linkage is
expec ed.
Pu chases
Annual pu chase cos o each
company wi hou axes
(Sou ce: da a ob ained om he
su ey)
A nega i e linkage is expec ed;
i pu chases a e high,
con ibu ion ma gins a e lowe ,
making adop ion mo e di icul .
Di ec labo
(A nold e al., 2018; Dalenoga ea
e al., 2018; Ingaldi & Ulewicz
e al., 2020; Ho á h & Szabo
e al., 2019; B ambilla, 2018).
S a di ec ly hi ed by he
company
(Sou ce: da a ob ained om he
su ey)
A posi i e linkage is expec ed;
mo e wo ke s mean la ge size
and g ea e inancial s eng h o
adop mo e complex echnology.
Added alue on sales
(A nold e al., 2018; Dalenoga ea
e al., 2018; Ingaldi & Ulewicz
e al., 2020; Ho á h & Szabo
e al., 2019; B ambilla, 2018)
Resul o = (sale − pu chase)/
sale
(Sou ce: calcula ed om su ey)
A posi i e linkage is expec ed;
he highe he ma gin on
sale, he company will ha e
a g ea e inancial slack o adop
echnology.
P oduc i i y (sale/labo )
(Almeida e al., 2020; B ambilla,
2018).
Resul o = sale/labo
Sou ce: calcula ed om su ey
A posi i e linkage is expec ed;
companies wi h highe
p oduc i i y a e mo e likely o
in es in echnologies.
Ou sou cing (bina y)
(Dalenoga ea e al., 2018;
Ho á h e al., 2019 ; Ho á h
& Szabo, 2019)
A bina y is buil om he numbe
o subcon ac ed wo ke s in
he company; ou sou cing is
unde s ood as he comme cial
ela ionship wi h ano he
company o speci ic asks ha
may in ol e labo .
(Sou ce: calcula ed om su ey)
A posi i e linkage is expec ed
be ween he adop ion o
echnologies and he p esence
o ou sou cing; subcon ac ing
companies ha e g ea e
o ganiza ional complexi y
which jus i ies adop ion as
a managemen ool.
ICTs specialis s (bina y)
(Mo a e al., 2019; Maggi e al.,
2020; Almeida e al., 2020;
Cab e a-Sánchez & Villa ejo-
Ramos, 2019)
A bina y is buil om he numbe
o ICT specialis s a ailable in he
company du ing he yea ; hey
a e employees who a e able o
de elop, ope a e and main ain
he company’s in o ma ion and
communica ion sys ems
(Sou ce: calcula ed om su ey)
A posi i e linkage is expec ed
be ween he p esence o
skilled labo and he possibili y
o adop ing echnologies;
companies ha ha e
ICT specialis s ha e he capaci y
o abso b new echnologies.
Sou ce: own
Tab. 2: Explana o y a iables o he dep h in he adop ion o enabling
ICTs echnologies o Indus y 4.0
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Based on he g ouping (Fig. 2), we ind
wo la ge g oups o clus e s which allow us o
acili a e eading o da a.
I should be no ed ha his analysis excludes
companies wi h no echnologies which we
p e iously classi ied as ‘ze o de elopmen ’,
ep esen ing 35% o he o al companies
analyzed. Two le els o adop ion a e iden i ied
in addi ion o he null condi ion o adop ion.
Basic De elopmen
Clus e s 0, 4 and 7 explain 71% o he clus e ed
cases (NC = 1,348) and ep esen 46% o he
o al companies analyzed (NA = 2,081).
In hese subg oups, he syne gy be ween
he ERP and CLOUD is con i med, which
c osses he o he conglome a es ans e sally.
These echnologies make i possible o imp o e
he e iciency o in o ma ion managemen wi hin
companies and allow ull use o he esou ces
a ailable in he Cloud. These companies a e
a a basic le el o de elopmen and can ake
a leap by adop ing a new enabling ICTs o
Indus y 4.0.
Syne gis ic De elopmen
Clus e s 1, 2, 3, 5, 6 and 8 explain 29% o he
clus e ed cases (NC = 1,348) and ep esen only
19% o he companies analyzed (NA = 2,081).
These subg oups combine a g ea e
numbe o echnologies ac ing simul aneously.
When e iewing Fig. 2, he clus e s on he
le o he g aph a e highligh ed. In he case
o clus e 8, his accoun s o 5% o he o al
numbe o clus e ed companies among which
s and ou he companies ha combine a basic
ERP and Cloud pla o m wi h RIFD echnology
and compu e secu i y. In he same ein, we
ha e clus e s 6 and 2, which explain 9% o he
clus e ed cases, p esen ing a base o ERP,
Cloud, CRM. Addi ionally, he compu e secu i y
unc ion is de ec ed in he i s subg oup and, in
he second, we ind he supplie managemen
sys ems (SCM).
Clus e s Numbe o
companies
Dis ibu ion o e
he clus e ed
g oup
(%; N = 1,348)
Dis ibu ion
o e he o al
analyzed
(%; N = 2,081)
Technologies
Clus e 0 525 39 25 ERP
Clus e 4 233 17 11 Cloud
Clus e 7 200 15 10 ERP, Cloud
Clus e 6 119 9 6 ERP, CRM, Cloud, SEGTIC
Clus e 2 120 9 6 ERP, CRM, SCM, Cloud
Clus e 8 67 5 3ERP, RIFD, Cloud, SEGTIC
Clus e 1 45 3 2 ERP, CRM, SCM, Big cloud,
SEGTIC
Clus e 3 25 21 ERP, Big cloud
Clus e 5 14 1 1 ERP, CRM, Big cloud
To al numbe
o clus e ed
companies
1,348 65
Companies
wi h no
echnologies 4.0
733 35
To al numbe o
companies 2,081 100
Sou ce: own based on he use o Weka so wa e
Tab. 3: Clus e ing esul s – clus e dis ibu ion o he enabling ICTs o Indus y 4.0
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188 2022, XXV, 4
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In his con ex , clus e 1, loca ed a he
lowe end o Fig. 2, can be desc ibed as ‘ i s
echnological mo e s’. This g oup ep esen s
3% o clus e ed companies and ep esen s
only 2% o he o al analyzed. I comp ises
45 companies ha p esen a wide ange o
echnologies, highligh ing ERP, CRM, SCM, Big
da a, Cloud and IT secu i y.
By e iewing Fig. 2, i is possible o see
wha he logical pa h should be o a digi al
ans o ma ion in he company. I begins wi h
a Cloud and ERP base → mo es o wa d
wi h pla o ms SCM and CRM → inally, i
inco po a es Big da a, IT secu i y and RIFD
echnologies.
4.2 Explana o y Fac o s Analysis o
he Le el o Dep h in Technological
Adop ion
Two complemen a y analyses a e p esen ed.
On he one hand, an o de ed logi model is
de eloped, which includes he analysis o
ma ginal e ec s and, secondly, a decision
ee is p esen ed, which allows he ac o s ha
explain he le el o echnological adop ion o be
ela ed in a hie a chical way.
O de ed Logi Model
When e iewing Tab. 4, we ind ha he model
allows 73.4% o he cases o be answe ed
co ec ly, p esen ing a good explana o y
capaci y based on he likelihood es . I should
be no ed ha ou objec i e is o analyze he
slopes o each explana o y a iable a he han
he magni ude o he coe icien .
The i s esul is he cu -o poin s calcula ed
by he model. The i s poin (Cu = 0.41***)
indica es ha he null g oup goes om 0
o 0.41 echnologies, he e o e, he e will be
he companies ha ha e no adop ed ICT 4.0.
The second cu -o poin (Cu = 3.012***)
dis inguishes be ween he second and hi d
g oup. Be ween 0.41 and 3.01 echnologies we
will ha e he basic g oup unde s ood as ha
which has be ween 1, 2 and 3 echnologies. The
sec ion goes om 3.01 echnologies onwa ds
a e desc ibed as syne gis ic companies. These
esul s con i m he disc e iza ion ca ied ou in
he Weka so wa e algo i hm, explained in he
me hodology, and which will be used la e in he
decision ee.
A di ec and signi ican ela ionship is
obse ed be ween sales le els and g ea e
Fig. 2: Visualiza ion o enabling ICT clus e s o Indus y 4.0
Sou ce: own based on da a om he ICT su ey and WEKA so wa e
No e: Fig. 2 does no show conglome a es since hey ha e e y ew companies; each poin in he igu e is a company.
EM_4_2022.indd 188 7.12.2022 10:56:14
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