The contradictory effect of lean and industry 4.0 synergy on firm performance: a meta-analysis

Abstract

Purpose

While previous operations management literature acknowledges the positive influence of Lean and Industry (I4.0) on performance, recent studies examining the synergy between these two factors have produced inconsistent and contradictory results. Therefore, this study aims to provide a comprehensive understanding of the effect of Lean and I4.0 synergy on firm performance.

Design/methodology/approach

This study utilised a meta-analysis approach, examining 23 empirical studies exploring multiple effects of the Lean and I4.0 synergy on firm performance. Multiple subgroup analyses were conducted to assess the contradictory outcomes and identify in what conditions such synergy may achieve performance.

Findings

The results affirm the prevailing positivist perspective among most scholars regarding the positive influence of the Lean and I4.0 synergy on firm performance. However, the overall effect size derived from the studies indicates a weak relationship, suggesting that this synergy alone is not the sole determinant factor of firm performance. In addition, the subgroup analyses reveal the presence of contingent conditions that may affect the performance outcomes when integrating Lean and I4.0, as most effects exhibit a weak relationship.

Originality/value

This study represents the first meta-analysis investigating the relationship between the Lean and I4.0 synergy on firm performance. By shedding light on the contradictory effects often depicted in the operations management literature, this study provides a critical reflection for researchers who tend to adopt an overly optimistic view of such synergy.

Citation

Biondo, D., Kai, D.A., Pinheiro de Lima, E. and Benitez, G.B. (2024), "The contradictory effect of lean and industry 4.0 synergy on firm performance: a meta-analysis", Journal of Manufacturing Technology Management, Vol. 35 No. 3, pp. 405-433. https://doi.org/10.1108/JMTM-10-2023-0447