Industry 4 0 A Supply Chain Innovation Perspective
Industry 4 0 A Supply Chain Innovation Perspective
Industry 4 0 A Supply Chain Innovation Perspective
Gerd J. Hahn
To cite this article: Gerd J. Hahn (2020) Industry 4.0: a supply chain innovation
perspective, International Journal of Production Research, 58:5, 1425-1441, DOI:
10.1080/00207543.2019.1641642
The Fourth Industrial Revolution – also known as Industry 4.0 (i4.0) – comprises the digitalisation of the industrial sec-
tor. This paper uses the theoretical lens of supply chain innovation (SCI) to investigate the implications of i4.0 on supply
chain management. For these purposes, the method of structured content analysis is applied to more than 200 use cases
of i4.0-enabled SCI introduced by both established and startup companies. i4.0-enabled SCI manifests along three dimen-
sions: process, technology, and business architecture. The key findings of this study can be summarised as follows: first,
i4.0-enabled SCI extends the initial focus on productivity improvements in SC processes towards scalability and flexibil-
ity. Second, extant i4.0 solutions rely mostly on analytics and smart things while omitting smart people technology and
the human-centric approach associated with the i4.0 paradigm. Third, established companies adopt i4.0 merely to sustain
their existing business architectures while startup companies radically change their operating models, relying heavily on
data analytics and the platform economy. Consequently, established companies pursue a problem-driven, engineering-based
approach to SCI while startup companies follow an ‘asset-light’, business-driven approach. Lastly, there are two distinct
approaches to digitalising operational SC processes: platform-based crowdsourcing of standard processes and on-demand
provision of customised services.
Keywords: industry 4.0; supply chain management; supply chain innovation; industrial internet of things
1. Introduction
The contemporary digital revolution will have profound effects on both business and society at large. According to a World
Economic Forum study (WEF 2017), the cumulative value at stake amounts to more than 100 trillion USD for the decade
running from 2016 through 2025. Recent announcements confirm the dominance and disruptive potential of digital technol-
ogy companies. As of 1 August, 2016, the five largest US firms by market capitalisation are all digital technology companies
(Leswign 2016). Moreover, there are nearly 200 digital ‘unicorns’, i.e. private startup companies with market capitalisation
of at least 1 billion USD as of the end of May 2017 (Friedman 2017). These digital startups have disrupted traditional
industries dramatically: examples include Netflix (video distribution/rental), Uber (passenger transportation), and Airbnb
(lodging).
Along the same lines, established companies use digital technology to transform their supply chain (SC) operating mod-
els (Schmidt et al. 2015), implementing SC strategy and specifying major enabling factors through which they provide value
to customers (Stevens and Johnson 2016). These efforts strongly benefit from conceptual and technological advancements
as part of the Fourth Industrial Revolution (Kagermann, Wahlster, and Helbig 2013). This phenomenon, also known as
‘Industry 4.0’ (i4.0) or the (Industrial) ‘Internet of Things’ (IoT), has received much attention in practitioners’ communities
(see McKinsey Digital 2015; Schrauf and Berttram 2016). i4.0 embodies a vision of intelligent and connected physical
assets, i.e. smart products and machines, that operate autonomously and can form self-coordinating systems such as smart
factories and SCs (Porter and Heppelmann 2014, 2015). Furthermore, these technologies enable novel SC operating models
that complement or even replace traditional approaches (van Alstyne, Parker, and Choudary 2016).
Motivated by these anecdotal findings, this paper uses the theoretical lens of supply chain innovation (SCI) (Arlbjørn,
de Haas, and Munksgaard 2011) to investigate the implications of i4.0 for supply chain management (SCM). The impor-
tance of information and communication technology (ICT) for SCM (see Gunasekaran and Ngai 2004) and its positive
performance impact (see Li et al. 2009; Prajogo and Olhager 2012) have been widely confirmed. Recent advances in digital
technology promise radical changes in several industry sectors and SC processes, including manufacturing and logistics
(Kagermann 2015). Corresponding innovations affect SC operating models (Brettel et al. 2014) and mandate the adoption
of a novel (digital) approach to SCM (Büyüközkan and Göçer 2018).
*Email: [email protected]
© 2019 Informa UK Limited, trading as Taylor & Francis Group
1426 G.J. Hahn
Distinguishing innovation outcomes (the ‘what’) from the innovation process (the ‘how’) as well as the corresponding
determinants of innovation (the ‘why’) (Busse and Wallenburg 2011), this paper examines the outcome dimension concern-
ing innovation ‘content’ and its constitutive elements (see Arlbjørn, de Haas, and Munksgaard 2011). This research adopts
a firm-level perspective and distinguishes established from startup companies to reflect the distinct innovation approaches
that characterise companies in these categories, which is especially to be expected with technology-driven innovation (see
Freeman and Engel 2007). Consequently, this paper aims at answering two research questions: (1) What are the current
state of and future prospects for i4.0-enabled SCI? (2) What are the constitutive dimensions of i4.0-enabled SCI and how do
they relate to each other? Both research questions are examined with a special focus on relevant similarities and differences
between established and startup companies.
Following a theory elaboration approach (see Fisher and Aguinis 2017), this paper refines the conceptual SCI model
specified in Arlbjørn, de Haas, and Munksgaard (2011) to explain the phenomenon of i4.0-enabled SCI. For these purposes,
the method of structured content analysis (SCA) (see Jauch, Osborn, and Martin 1980) is applied to two large-scale sec-
ondary datasets that include more than 200 i4.0-enabled SC use cases involving established and startup companies. This
paper thereby contributes to the emerging field of management research on i4.0 (see Schneider 2018). This paper provides
an empirically validated perspective on the issue of digital SC transformation. Current approaches either lack an SC focus
(see, e.g. Arnold, Kiel, and Voigt 2016) or are primarily conceptual (see, e.g. Hofmann and Rüsch 2017). Finally, this paper
is one of the first studies on startup companies and the digitalisation of the industrial sector.
The paper is organised as follows: conceptual foundations and the research background are provided in Section 2.
Section 3 introduces the conceptual SCI model that serves as the framework for the study. The analysis of two secondary
datasets on i4.0-enabled SC use cases is presented in Section 4. General insights are discussed in Section 5, while Section 6
concludes the paper and projects directions for future research.
insights into similarities and differences with respect to the digitalisation of the industrial sector. This paper aims at closing
these gaps by providing a perspective on the implications of i4.0 for SC operations in the industrial context.
activities as identified in Porter and Millar (1985) and considers the issue of SC risk (Tang 2006), which is also reflected in
the SCOR model (see APICS 2018).
Software-driven technologies. Known primarily for the cryptocurrency Bitcoin, blockchain technology (BCT) provides
an open and trusted ledger for recording business activities and value transactions between business partners (Iansiti and
Lakhani 2017). In i4.0 scenarios, BCT could enable tracking and tracing of material flows along an SC and could even
automate cross-company operations based on business rules that are implemented in smart contracts (Blossey, Eisenhardt,
and Hahn 2019). Consequently, BCT presumably represents the missing building block that has prevented the realisation of
self-governing value networks.
4. Empirical analysis
4.1. Approach and methodology
This paper uses SCA to extract relevant information from use case descriptions which is coded according to a schedule,
much as respondents would complete a questionnaire (Jauch, Osborn, and Martin 1980). Jauch, Osborn, and Martin (1980)
defend the suitability of SCA of cases in management research, especially for research that is located at the firm level. The
SCA in this paper is conducted following the four steps described in Seuring and Gold (2012): (i) material collection, (ii)
descriptive analysis, (iii) category selection, and (iv) material evaluation.
use-case descriptions provide information about business process, the digital technologies involved, and the implemented
business architecture.
While the first dataset is focussed mostly on established companies, another dataset was drawn from the startup platform
angel.co (see Angel.co 2018) to bring in a second perspective. Of the 499 categories covered on the platform, 23 SCM-
related categories were selected that relate to planning and controlling of SCs as well as procurement, manufacturing, and
forward/reverse logistics activities. Another four categories were included to cover IoT and industrial automation as key
i4.0 technologies. Seven hundred three distinct and complete company profiles (as of 30 June, 2018) are considered that
have obtained the highest performance rating on the platform, i.e. a ‘signal strength’ of five out of five. Data on the business
processes and digital technologies involved as well as the implemented business architecture are derived from the profile
and, where necessary, the linked company homepage.
The three aforementioned use-case clusters are further elaborated as follows: first, manufacturing-related use cases
include applications for real-time order-scheduling and shop floor management that enhance and complement existing man-
ufacturing execution systems by providing analytics and collaborative decision-making capabilities. Furthermore, they cover
smart factory applications that automate manufacturing and material supply systems to improve process quality, visibility,
and traceability (see Kusiak 2018).
Second, the process cluster manage SC infrastructure covers use cases that support process and asset performance man-
agement based on massive amounts of sensor data. Corresponding applications span a wide range, running from simple
descriptive analytics tools that enable real-time monitoring to more sophisticated predictive analytics approaches involv-
ing data mining and forecasting. Consequently, these solutions aim at avoiding or quickly resolving process defects and
equipment failure (see Tao et al. 2018) or at fine-tuning operating parameters to improve process performance.
The third cluster of use cases includes applications that integrate primary activities such as manufacturing and logistics or
connect planning and supporting processes to primary activities. Consequently, these applications aim at orchestrating trade-
offs that emerge at the interfaces of the aforementioned processes. Examples include interdependencies between preventive
maintenance activities and capacity planning as well as order-scheduling or the alignment of operational manufacturing and
outbound logistics activities. Another aspect relates to integrating product- and process-related information which enables
process-integrated quality management or aftersales service.
Based on these findings, one can conclude that recent developments focus largely on use cases involving smart manu-
facturing as well as performance and asset management (esp. predictive maintenance). As such, these applications simply
implement concepts which have been discussed in the literature (see, e.g. Kagermann, Wahlster, and Helbig 2013) or address
well-known deficiencies in extant solutions with respect to collaborative decision-making and vertical process integration
(see Hahn and Packowski 2015). Novel approaches and use cases in this context remain to be developed.
Specific issues of delivery and return processes or cross-company logistics management are not covered by the use
cases in the dataset. Corresponding scenarios could involve adaptations of just-in-time/just-in-sequence (JIT/JIS) delivery
and cross-company kanban for real-time material supply (see Hofmann and Rüsch 2017). Both concepts follow a demand-
driven, local-control approach which corresponds well with the i4.0 paradigm. In summary, future prospects include the
integration of existing standalone solutions and a more comprehensive approach towards smart SCs that include logistics
activities and thus extend the scope beyond the individual factory.
Use cases with smart glasses and other wearables that support mobile operator scenarios (Rüßmann et al. 2015) are found
in the sample, but applications enabled by smart people technologies play only a minor role. The low prevalence of people-
centric solutions is rather surprising given the critical role of the human factor in the digital transformation (Kagermann,
Wahlster, and Helbig 2013).
Further consideration of the use cases reveals only five applications that integrate hardware-driven complementary
technologies such as additive manufacturing and advanced robotics technology into smart digital solutions. BCT is used
in only one application for the immutable documentation of maintenance reports. Thus, one can conclude that the digital
transformation is largely focussed on exploiting the benefits of the digital core technologies and has only now begun to
realise the potential involved in complementary technologies as described above.
The process clusters orchestrate and make account for 11% of the use cases in the sample, respectively, and largely
involve on-demand manufacturing and SCM solutions. On-demand solutions apply the principles of cloud computing to the
industrial context, transforming SC operations capabilities into scalable and highly flexible services (see Wu et al. 2013).
Therefore, these applications consist of software-based front-ends for process management as well as back-end resources
(both internal and external) that perform the required process steps. Consequently, these use cases correspond to a compre-
hensive approach that goes beyond solutions that merely integrate a set of related processes. These findings complement
and extend previous research on service-based business architectures in the manufacturing context (see Ehret and Wirtz
2017).
Lastly, the findings derived from the process cluster manage risk and compliance extend the literature on i4.0 sce-
narios and corresponding use cases (see Dijkman et al. 2015). Approaches in this novel field can be categorised at three
levels: strategic-tactical, operational, and real-time. First, solutions at the strategic-tactical level create transparency across
multi-tier SCs and make it possible to develop and implement preventive risk measures by applying predictive analytics
to various sources of information, both external and internal to a firm. Second, predictive analytics can also be used at
the operational level to manage short-term shipment risk caused by adverse weather or infrastructure bottlenecks/outages
by finding alternative routes. Third, use cases for risk detection and response are located at the (near) real-time level and
follow a sense-and-respond approach (see Hahn and Packowski 2015). For this purpose, these solutions monitor various
data sources including social media for critical events and support design and deployment of counter measures to limit the
impact of risk and to recover business operations rapidly (see Sodhi and Tang 2012).
Figure 2. Comparison of SCI dimensions: Established vs. startup companies (in percent).
factor for this development (see Berman et al. 2012). Only 11% of the sample companies follow a traditional transaction-
based approach, a finding which clearly reflects the ongoing service transformation of the economy (see Kowalkowski
et al. 2017).
Except for one platform ecosystem, multi-sided markets dominate the platform-based models. The use case of the
platform ecosystem is concerned with co-creating IoT solutions for various domains, such as smart factory control and
connected products. The prevalence of market platforms may reflect the fact that they can be established with comparably
little effort but involve the risk of being easily copied (see Thomas, Autio, and Gann 2014).
Another observation is that the majority (59%) of the market platforms are engaged in logistics activities. This develop-
ment confirms the digitalisation of the business of logistics service providers and the shift towards non-asset-based business
architectures in this industry. While fourth-party logistics (4PL) providers, which act as general contractors and/or systems
integrators for comprehensive SC services, have been operating for some time (see Win 2008), the market platform-based
approach provides an alternative for this domain. A similar duality of platform- and service-based approaches can be
observed for on-demand SCM solutions in the sample.
4.4. Cross-comparison
For the cross-comparison of the two datasets, this paper examines the three dimensions of the conceptual SCI model (see
Figure 1) and their relationships at a more aggregated level. For these purposes, the analysis considers only the three
categories of business processes (BPs): orchestrate, operate, and support. The seven smart digital technology bundles
are aggregated to four digital technology (DT) categories: smart organisation (bundle –/–/O), smart people (bundles P/–
/– and P/–/O), smart thing (bundles –/T/– and –/T/O), and smart integrated solutions (bundles P/T/– and P/T/O). Due
to their low prevalence in the samples, complementary digital technologies are not considered in this analysis. Concern-
ing business architecture (BA), the three categories are applied as introduced above: product-centric, service-centric, and
platform-centric.
i4.0-enabled use cases belong mostly to the BP category operate, but are even more prevalent in startup companies
than in established companies (59.3 vs. 45.8%). Further investigating this process category, one finds that the sample of
established companies covers mostly manufacturing-related solutions while logistics-related activities are more prevalent
in startup companies. There are also differences in DT usage: smart organisation technologies largely dominate the solu-
tions adopted by startup companies (69.9%) compared with smart thing technologies, which primarily enable applications
in established companies (51.8%). While established companies largely stick with their traditional product-centric BAs
(90.4%), startup companies pursue service-centric (56.1%) and platform-centric (32.5%) approaches when implementing
i4.0-enabled SCI. The results of the cross-comparison are summarised in Figure 2.
Using Cramér’s V, the strength of association between the three SCI dimensions is investigated for both company types.
The results are summarised in Table 3. Based on Cohen (2013), values between 0.1 and 0.3 for Cramér’s V correspond to a
small inter-correlation between the BP and DT dimensions as well as the BP and BA dimensions in established companies. In
startup companies, one can find values of Cramér’s V between 0.3 and 0.5 that indicate medium-strength inter-correlation
between the BA and DT dimensions as well the BA and BP dimensions. Consequently, the BA dimension is pivotal for
International Journal of Production Research 1435
startup companies and implies a business-driven approach to i4.0-enabled SCI. In contrast, established companies pursue a
problem-driven approach corresponding to the BP dimension.
Further investigating the relationship between associated SCI dimensions, observed frequencies are divided by expected
probabilities, assuming stochastic independence. Consequently, values above (below) 1 indicate a positive (negative) rela-
tionship. The results for i4.0-enabled SCI in established companies (see Table 4) show that operational processes are
positively related to smart thing technologies and a product-centric BA. In contrast, while orchestrating and support-
ing processes are positively related to smart organisation technologies and a service-centric BA. From these findings
one can conclude that established companies build on their existing product-centric engineering capabilities to develop
novel i4.0-enabled technical solutions. Moreover, they have begun providing complementary service-centric approaches for
non-operational processes.
Similar analyses are conducted for startup companies (see Table 5). Here, one can observe that i4.0-enabled use cases that
involve implementing smart thing technologies are positively related to product-centric and service-centric approaches. In
contrast, platform-centric approaches more frequently rely on smart organisation technologies. With respect to BP, one can
observe that operational processes are more frequently implemented in platform-centric approaches while non-operational
processes are positively related to service-centric approaches. Comparing these results with the findings derived from estab-
lished companies, one can conclude that startup companies clearly distinguish between operational and non-operational
processes when determining the corresponding BA.
1436 G.J. Hahn
5. Discussion
5.1. Current status and future prospects of i4.0-enabled SCI
Business processes. The findings largely confirm the envisioned use cases enabled by i4.0 technology in the SC context
(see Porter and Heppelmann 2014). While smart factory applications have gained ground by focussing on automated oper-
ation, orchestration, and optimisation of value creation and supporting processes in the manufacturing context, the growing
number of use cases in logistics-related processes is focussed primarily on transportation activities, largely omitting issues
involving warehousing and inventory management. Future prospects thus include the implementation and integration of
more comprehensive logistics-related concepts to develop smart SCs beyond the boundaries of single factories and com-
panies. Reverse logistics as well as issues of sustainability and the circular economy on a more general level are only
marginally covered and thus represent areas for further use-case development.
Furthermore, the analysis revealed novel approaches to SC risk management using predictive analytics and real-time
sense-and-respond approaches. This finding reinforces the importance of risk management in the SC context, which has
received only limited attention in the discussion of i4.0. Finally, the analysis revealed increasing interest in on-demand
solutions, which have emerged in particular in startup companies. This implies a shift of the SC operating model and
corresponding business processes towards scalability and flexibility even though the i4.0 paradigm had originally been
focussed on improving productivity (see Kagermann, Wahlster, and Helbig 2013).
Digital technologies. This paper distinguishes between two types of digital technologies: (i) a digital core of smart
technologies that involve mainly analytics-based intelligence and ubiquitous interconnection of people and things, and (ii)
non-IoT-based technologies such as additive manufacturing and BCT that complement the digital core. Smart organisa-
tion and smart thing technologies largely dominate the set of core technologies applied in SC use cases, offering various
opportunities for novel applications that rely on smart people technologies. The infrequent implementation of smart people
technologies is rather surprising given the human-centric approach of i4.0 (see Kagermann, Wahlster, and Helbig 2013).
Moreover, the analysis revealed that i4.0-enabled SC use cases involve companies that rely on smart technologies
and have only now begun to integrate complementary technologies, which may constitute the second stage of the digital
SC transformation. Corresponding benefits and potential use cases (see Waller and Fawcett 2014; Blossey, Eisenhardt, and
Hahn 2019) still need to be validated empirically to demonstrate their relevance to the digital transformation of the industrial
sector.
Business architecture. The analysis revealed that established companies have thus far mostly stuck with their product-
centric business architecture and use i4.0 technology only to increase operational efficiency. In contrast, novel value-added
customer services that involve on-demand cloud-like solutions and the use of data are more prevalent in startup companies.
While established industrial companies have only now begun to switch to a service-based business architecture by extending
their ICT capabilities, native ICT companies in turn use novel digital technology to translate their service-based approach
to the physical world of SC operations. This development reinforces the fact that the digitalisation is blurring industry
boundaries due to the convergence of the physical and virtual worlds and thus increases competition in these fields (see
Atluri, Dietz, and Henke 2017).
Another finding relates to the prevalence of market-based platforms in comparison with platform ecosystems. The
popularity of market platforms can be illustrated with the finding that several startup companies in the sample claim to be
the ‘Uber or Airbnb of xyz’. This may reflect the fact that building ecosystems is highly complex and requires substantial
financial investments; such objectives can be accomplished only by sharing critical resources with business partners (see
van Alstyne, Parker, and Choudary 2016). On the other hand, an ecosystem could provide a more sustainable competitive
advantage insofar as it is more difficult to imitate and all members need to make specific investments when joining such a
community. Because platform ecosystems combine the transaction logic of market platforms with elements of production
and innovation, i.e. value co-creation (Thomas, Autio, and Gann 2014), it will be interesting to see whether ecosystems
complement or substitute for pure market platforms in the SC context.
In contrast, startup companies approach i4.0-enabled SCI differently, focussing on comprehensive business visions
such as on-demand solutions and developing novel service-centric or platform-centric operating models (‘business-driven
SCI’). Consequently, cloud-based software and ‘asset-light’ smart organisation technologies that limit a solution’s technical
complexity prevail among these companies to more effectively attract financial investors. These findings extend previous
research on the interdependencies of SCI dimensions (see Arlbjørn, de Haas, and Munksgaard 2011) and contribute to the
discussion on distinct models of innovation in established and startup companies (see Freeman and Engel 2007).
Established companies have begun their service transformation, but they have focussed mainly on non-operational
processes thus far and operational processes are therefore lagging behind from this viewpoint. In contrast, startup companies
predominantly pursue a (market) platform-based business approach to operational processes while they also implement
service-centric approaches for non-operational processes. Consequently, i4.0-enabled SCI will promote outsourcing (or
crowdsourcing) of operational SC processes via market platforms. This finding reinforces the fact that the digitalisation
lowers transaction costs while shifting firm boundaries. In a similar manner, van Alstyne, Parker, and Choudary (2016)
advocate the primacy of the platform-centric approach. The data analysed here suggests, however, that operational SC
processes can provide opportunities for differentiation (see Matthyssens and Vandenbempt 2008) that require a service-based
business approach and thus prevent out-/crowdsourcing to a certain extent.
complementary technologies such as additive manufacturing and the blockchain. Finally, business impacts and especially
improved productivity could be analysed to determine the actual benefits of digital SC transformation.
Acknowledgments
I am grateful to Gregor Blossey (Research Associate at GGS Heilbronn, Germany), who supported the content analysis as a second coder.
I also thank three anonymous referees and the associate editor for providing value feedback which has helped improve this paper.
Disclosure statement
No potential conflict of interest was reported by the authors.
ORCID
Gerd J. Hahn http://orcid.org/0000-0002-0036-9882
References
Abdelkafi, N., and M. Pero. 2018. “Supply Chain Innovation-driven Business Models: Exploratory Analysis and Implications for
Management.” Business Process Management Journal 24 (2): 589–608.
Allianz Industrie 4.0 Baden-Wuerttemberg. 2018. “100 Orte Industrie 4.0.” Accessed 30 June 2018. http://www.i40-bw.de/de/100-orte-fuer
-industrie-4-0-in-baden-wuerttemberg.
Angel.co. 2018. “Angellist: Where the World Meets Startups.” Accessed 30 June 2018. https://angel.co.
APICS. 2018. “APICS Value Chain Frameworks.” Accessed 1 August 2018. http://www.apics.org/apics-for-business/frameworks.
Arlbjørn, J. S., H. de Haas, and K. B. Munksgaard. 2011. “Exploring Supply Chain Innovation.” Logistics Research 3 (1): 3–18.
Arlbjørn, J. S., and A. Paulraj. 2013. “Special Topic Forum on Innovation in Business Networks From a Supply Chain Perspective:
Current Status and Opportunities for Future Research.” Journal of Supply Chain Management 49 (4): 3–11.
Arnold, C., D. Kiel, and K.-I. Voigt. 2016. “How the Industrial Internet of Things Changes Business Models in Different Manufacturing
Industries.” International Journal of Innovation Management 20 (8): 1640015.
Atluri, V., M. Dietz, and N. Henke. 2017. “Competing in a World of Sectors Without Borders.” McKinsey Quarterly 54 (3): 33–47.
Berman, S. J., L. Kesterson-Townes, A. Marshall, and R. Srivathsa. 2012. “How Cloud Computing Enables Process and Business Model
Innovation.” Strategy & Leadership 40 (4): 27–35.
Bharadwaj, A., O. A. El Sawy, P. A. Pavlou, and N. Venkatraman. 2013. “Digital Business Strategy: Toward a Next Generation of
Insights.” MIS Quarterly 37 (2): 471–482.
Blossey, G., J. Eisenhardt, and G. J. Hahn. 2019. “Blockchain Technology in Supply Chain Management: An Application Perspective.”
Proceedings of the 52nd Annual Hawaii International Conference on System Sciences 2019, Grand Wailea, Maui, 6885–6893
Brettel, M., N. Friederichsen, M. Keller, and M. Rosenberg. 2014. “How Virtualization, Decentralization and Network Building
Change the Manufacturing Landscape: An Industry 4.0 Perspective.” International Journal of Mechanical, Industrial Science
and Engineering 8 (1): 37–44.
Buer, S.-V., J. O. Strandhagen, and F. T. S. Chan. 2018. “The Link Between Industry 4.0 and Lean Manufacturing: Mapping Current
Research and Establishing a Research Agenda.” International Journal of Production Research 3 (4): 1–17.
Busse, C., and C. M. Wallenburg. 2011. “Innovation Management of Logistics Service Providers: Foundations, Review, and Research
Agenda.” International Journal of Physical Distribution & Logistics Management 41 (2): 187–218.
Büyüközkan, G., and F. Göçer. 2018. “Digital Supply Chain: Literature Review and a Proposed Framework for Future Research.”
Computers in Industry 97: 157–177.
Carrillo, J. E., C. Druehl, and J. Hsuan. 2015. “Introduction to Innovation WITHIN and ACROSS Borders: A Review and Future
Directions.” Decision Sciences 46 (2): 225–265.
Cohen, J. 2013. Statistical Power Analysis for the Behavioral Sciences. 2nd ed. Hoboken/NJ: Taylor and Francis.
CSCMP. 2013. “Supply Chain Management Terms and Glossary.” Accessed 1 August 2018. http://cscmp.org/CSCMP/Educate/SCM_
Definitions_and_Glossary_of_Terms/CSCMP/Educate/SCM_Definitions_and_Glossary_of_Terms.aspx.
Dijkman, R. M., B. Sprenkels, T. Peeters, and A. Janssen. 2015. “Business Models for the Internet of Things.” International Journal of
Information Management 35 (6): 672–678.
Ehret, M., and J. Wirtz. 2017. “Unlocking Value From Machines: Business Models and the Industrial Internet of Things.” Journal of
Marketing Management 33 (1/2): 111–130.
Fawcett, S. E., and M. A. Waller. 2014. “Supply Chain Game Changers-mega, Nano, and Virtual Trends- and Forces that Impede Supply
Chain Design (i.e. Building a Winning Team).” Journal of Business Logistics 35 (3): 157–164.
Fisher, G., and H. Aguinis. 2017. “Using Theory Elaboration to Make Theoretical Advancements.” Organizational Research Methods 20
(3): 438–464.
Flint, D. J., and E. Larsson. 2007. “Supply Chain Innovation.” In Handbook of Global Supply Chain Management, edited by J. T. Mentzer,
M. B. Myers, and T. P. Stank, 475–486. Thousand Oaks/CA: Sage Publications.
International Journal of Production Research 1439
Frank, M. 2012. Don’t Get SMACked: How Social, Mobile, Analytics and Cloud Technologies are Reshaping the Enterprise. Cognizant.
Freeman, J., and J. S. Engel. 2007. “Models of Innovation: Startups and Mature Corporations.” California Management Review 50 (1):
94–119.
Friedman, Z. 2017. These 197 Tech Companies are the World’s Most Valuable Unicorns. Forbes. Accessed 30 May 2017.
https://www.forbes.com/sites/zackfriedman/2017/05/30/tech-unicorns.
Gawer, A., and M. A. Cusumano. 2014. “Industry Platforms and Ecosystem Innovation.” Journal of Product Innovation Management 31
(3): 417–433.
Gunasekaran, A., and E. Ngai. 2004. “Information Systems in Supply Chain Integration and Management.” European Journal of
Operational Research 159 (2): 269–295.
Hahn, G. J., and J. Packowski. 2015. “A Perspective on Applications of In-memory Analytics in Supply Chain Management.” Decision
Support Systems 76: 45–52.
Hermann, M., T. Pentek, and B. Otto. 2015. Design Principles for Industrie 4.0 Scenarios: A Literature Review. Working Paper 01/2015,
TU Dortmund/Germany.
Hofmann, E., and M. Rüsch. 2017. “Industry 4.0 and the Current Status as well as Future Prospects on Logistics.” Computers in Industry
89: 23–34.
Iansiti, M., and K. R. Lakhani. 2017. “The Truth About Blockchain.” Harvard Business Review 95 (1): 118–127.
Jauch, L. R., R. N. Osborn, and T. N. Martin. 1980. “Structured Content Analysis of Cases: A Complementary Method for Organizational
Research.” Academy of Management Review 5 (4): 517–525.
Kagermann, H. 2015. “Change Through Digitization: Value Creation in the Age of Industry 4.0.” In Management of Permanent Change,
edited by H. Albach, H. Meffert, and A. Pinkwart, 23–45. Wiesbaden/Germany: Springer Fachmedien.
Kagermann, H., W. Wahlster, and J. Helbig. 2013. “Recommendations for Implementing the Strategic Initiative INDUSTRIE 4.0: Final
Report of the Industrie 4.0 Working Group.” Frankfurt/Germany: Forschungsunion and Acatech.
Kiel, D., C. Arnold, and K.-I. Voigt. 2017. “The Influence of the Industrial Internet of Things on Business Models of Established
Manufacturing Companies: A Business Level Perspective.” Technovation 68: 4–19.
Kim, S.-H., M. A. Cohen, and S. Netessine. 2007. “Performance Contracting in After-sales Service Supply Chains.” Management Science
53 (12): 1843–1858.
Kowalkowski, C., H. Gebauer, B. Kamp, and G. Parry. 2017. “Servitization and Deservitization: Overview, Concepts, and Definitions.”
Industrial Marketing Management 60: 4–10.
Kusiak, A. 2018. “Smart Manufacturing.” International Journal of Production Research 56 (1–2): 508–517.
Lakhani, K. R., M. Iansiti, and K. Herman. 2014. “GE and the Industrial Internet.” Harvard Business School, Case 614-032, April 2014
(Revised March 2015).
Laudien, S. M., and B. Daxböck. 2016. “The Influence of the Industrial Internet of Things on Business Model Design: A Qualitative-
empirical Study.” International Journal of Innovation Management 20 (8): 1640014.
Lee, J., B. Bagheri, and H.-A. Kao. 2015. “A Cyber-physical Systems Architecture for Industry 4.0-based Manufacturing Systems.”
Manufacturing Letters 3: 18–23.
Leswign, K. 2016. “The 5 Most Valuable Public Companies are All Tech Companies.” Business Insider Germany. Accessed 1 August
2016. http://www.businessinsider.de/4-most-valuable-public-companies-all-tech-companies-2016-8.
Li, S., Y. Liu, and S. Bandyopadhyay. 2010. “Network Effects in Online Two-sided Market Platforms: A Research Note.” Decision
Support Systems 49 (2): 245–249.
Li, G., H. Yang, L. Sun, and A. S. Sohal. 2009. “The Impact of IT Implementation on Supply Chain Integration and Performance.”
International Journal of Production Economics 120 (1): 125–138.
Liao, Y., F. Deschamps, E. D. F. R. Loures, and L. F. P. Ramos. 2016. “Past, Present and Future of Industry 4.0: A Systematic Literature
Review and Research Agenda Proposal.” International Journal of Production Research 55 (12): 3609–3629.
Matthyssens, P., and K. Vandenbempt. 2008. “Moving From Basic Offerings to Value-added Solutions: Strategies, Barriers and
Alignment.” Industrial Marketing Management 37 (3): 316–328.
McKinsey Digital. 2015. Industry 4.0: How to Navigate Digitization of the Manufacturing Sector. McKinsey & Company.
Moeuf, A., R. Pellerin, S. Lamouri, S. Tamayo-Giraldo, and R. Barbaray. 2018. “The Industrial Management of SMEs in the Era of
Industry 4.0.” International Journal of Production Research 56 (3): 1118–1136.
Munksgaard, K. B., J. Stentoft, and A. Paulraj. 2014. “Value-based Supply Chain Innovation.” Operations Management Research 7 (3–4):
50–62.
Nambisan, S., K. Lyytinen, A. Majchrzak, and M. Song. 2017. “Digital Innovation Management: Reinventing Innovation Management
Research in a Digital World.” MIS Quarterly 41 (1): 223–238.
Porter, M. E., and J. E. Heppelmann. 2014. “How Smart, Connected Products are Transforming Competition.” Harvard Business Review
92 (11): 64–88.
Porter, M. E., and J. E. Heppelmann. 2015. “How Smart, Connected Products are Transforming Companies.” Harvard Business Review
93 (10): 96–114.
Porter, M. E., and V. E. Millar. 1985. “How Information Gives You Competitive Advantage.” Harvard Business Review 63 (4): 149.
Prajogo, D., and J. Olhager. 2012. “Supply Chain Integration and Performance: The Effects of Long-term Relationships, Information
Technology and Sharing, and Logistics Integration.” International Journal of Production Economics 135 (1): 514–522.
1440 G.J. Hahn
Prange, C., and B. B. Schlegelmilch. 2010. “Heading for the Next Innovation Archetype?” Journal of Business Strategy 31 (1):
46–55.
Reim, W., and V. Parida. 2015. “Product-service Systems (PSS) Business Models and Tactics: A Systematic Literature Review.” Journal
of Cleaner Production 97: 61–75.
Roy, S., K. Sivakumar, and I. F. Wilkinson. 2004. “Innovation Generation in Supply Chain Relationships: A Conceptual Model and
Research Propositions.” Journal of the Academy of Marketing Science 32 (1): 61–79.
Rüßmann, M., M. Lorenz, P. Gerbert, M. Waldner, J. Justus, P. Engel, and M. Harnisch. 2015. Industry 4.0: The Future of Productivity
and Growth in Manufacturing Industries. The Boston Consulting Group.
Schmidt, B., S. Rutkowsky, I. Petersen, F. Klötzke, C. M. Wallenburg, and L. Einmahl. 2015. Digital Supply Chains: Increasingly Critical
for Competitive Edge. A.T. Kearney / WHU – Otto Beisheim School of Management.
Schneider, P. 2018. “Managerial Challenges of Industry 4.0: An Empirically Backed Research Agenda for a Nascent Field.” Review of
Managerial Science 12 (3): 803–848.
Schrauf, S., and P. Berttram. 2016. Industry 4.0: How Digitization Makes the Supply Chain More Efficient, Agile, and Customer-focused.
PWC Strategy&.
Seuring, S., and S. Gold. 2012. “Conducting Content-analysis Based Literature Reviews in Supply Chain Management.” Supply Chain
Management: An International Journal 17 (5): 544–555.
Shelton, T. 2013. Business Models for the Social Mobile Cloud: Transform Your Business Using Social Media, Mobile Internet, and Cloud
Computing. Hoboken/NJ: John Wiley & Sons.
Sodhi, M. S., and C. S. Tang. 2012. “Response as a Mitigation Approach.” In Managing Supply Chain Risk, edited by M. S. Sodhi and C.
S., Tang, 65–76. Boston/MA: Springer.
Stadtler, H. 2005. “Supply Chain Management and Advanced Planning – Basics, Overview and Challenges.” European Journal of
Operational Research 163 (3): 575–588.
Stevens, G. C., and M. Johnson. 2016. “Integrating the Supply Chain . . . 25 Years on.” International Journal of Physical Distribution &
Logistics Management 46 (1): 19–42.
Tang, C. S. 2006. “Perspectives in Supply Chain Risk Management.” International Journal of Production Economics 103 (2): 451–488.
Tao, F., Q. Qi, A. Liu, and A. Kusiak. 2018. “Data-driven Smart Manufacturing.” Journal of Manufacturing Systems 48, Part C (July
2018): 157–169.
Täuscher, K., and S. M. Laudien. 2018. “Understanding Platform Business Models: A Mixed Methods Study of Marketplaces.” European
Management Journal 36 (3): 319–329.
Thoben, K.-D., S. Wiesner, and T. Wuest. 2017. “‘Industrie 4.0’ and Smart Manufacturing: A Review of Research Issues and Application
Examples.” International Journal of Automation Technology 11 (1): 4–16.
Thomas, L. D. W., E. Autio, and D. M. Gann. 2014. “Architectural Leverage: Putting Platforms in Context.” Academy of Management
Perspectives 28 (2): 198–219.
Tortorella, G. L., and D. Fettermann. 2018. “Implementation of Industry 4.0 and Lean Production in Brazilian Manufacturing Companies.”
International Journal of Production Research 56 (8): 2975–2987.
Trist, E. L., and K. W. Bamforth. 1951. “Some Social and Psychological Consequences of the Longwall Method of Coal-getting: An
Examination of the Psychological Situation and Defences of a Work Group in Relation to the Social Structure and Technological
Content of the Work System.” Human Relations 4 (1): 3–38.
van Alstyne, M. W., G. G. Parker, and S. P. Choudary. 2016. “Pipelines, Platforms, and the New Rules of Strategy.” Harvard Business
Review 94 (4): 54–62.
Versteeg, G., and H. Bouwman. 2006. “Business Architecture: A New Paradigm to Relate Business Strategy to ICT.” Information Systems
Frontiers 8 (2): 91–102.
Wagner, S. M.. 2012. “Tapping Supplier Innovation.” Journal of Supply Chain Management 48 (2): 37–52.
Waller, M. A., and S. E. Fawcett. 2013. “Data Science, Predictive Analytics, and Big Data: A Revolution that Will Transform Supply
Chain Design and Management.” Journal of Business Logistics 34 (2): 77–84.
Waller, M. A., and S. E. Fawcett. 2014. “Click Here to Print a Maker Movement Supply Chain: How Invention and Entrepreneurship Will
Disrupt Supply Chain Design.” Journal of Business Logistics 35 (2): 99–102.
WEF. 2017. Digital Transformation Initiative: Unlocking $100 Trillion for Business and Society from Digital Transformation. World
Economic Forum.
Win, A. 2008. “The Value a 4PL Provider Can Contribute to an Organisation.” International Journal of Physical Distribution & Logistics
Management 38 (9): 674–684.
Wu, D., M. J. Greer, D. W. Rosen, and D. Schaefer. 2013. “Cloud Manufacturing: Strategic Vision and State-of-the-art.” Journal of
Manufacturing Systems 32 (4): 564–579.
Xu, L. D., E. L. Xu, and L. Li. 2018. “Industry 4.0: State of the Art and Future Trends.” International Journal of Production Research 56
(8): 2941–2962.
Yin, Y., K. E. Stecke, and D. Li. 2018. “The Evolution of Production Systems From Industry 2.0 Through Industry 4.0.” International
Journal of Production Research 56 (1–2): 848–861.
International Journal of Production Research 1441
Appendix