{"status":"ok","message-type":"work","message-version":"1.0.0","message":{"indexed":{"date-parts":[[2026,5,10]],"date-time":"2026-05-10T07:58:21Z","timestamp":1778399901217,"version":"3.51.4"},"reference-count":63,"publisher":"Emerald","content-domain":{"domain":[],"crossmark-restriction":false},"short-container-title":[],"abstract":"<jats:sec>\n                  <jats:title>Purpose<\/jats:title>\n                  <jats:p>Industry 4.0 requires businesses to adapt strategically and continuously assess their readiness. However, many manufacturing companies struggle to evaluate and implement Industry 4.0 due to the lack of clear assessment frameworks. This study addresses this gap by applying a structured maturity model to assess Industry 4.0 readiness in Portuguese companies.<\/jats:p>\n               <\/jats:sec>\n               <jats:sec>\n                  <jats:title>Design\/methodology\/approach<\/jats:title>\n                  <jats:p>The study uses the Shift2Future model, an adaptation of the IMPULS model designed for Portuguese companies. Data were collected through a structured questionnaire and empirical research validated the model. The internal consistency of responses, measured by Cronbach\u2019s alpha (0.9040), confirmed its reliability.<\/jats:p>\n               <\/jats:sec>\n               <jats:sec>\n                  <jats:title>Findings<\/jats:title>\n                  <jats:p>The results highlight the importance of structured assessments in guiding digital transformation. The Shift2Future model helps companies understand their current Industry 4.0 readiness and plan their transition. The study also shows that success requires more than just investing in technology; it demands a holistic approach, including strategy and workforce skills.<\/jats:p>\n               <\/jats:sec>\n               <jats:sec>\n                  <jats:title>Practical implications<\/jats:title>\n                  <jats:p>This research provides a practical tool for companies to assess their Industry 4.0 readiness and identify areas for improvement. It can also help policymakers and business leaders develop strategies to support digital transformation.<\/jats:p>\n               <\/jats:sec>\n               <jats:sec>\n                  <jats:title>Originality\/value<\/jats:title>\n                  <jats:p>This study fills a gap in the literature by offering a structured, validated model tailored to the Portuguese industrial context. The Shift2Future model provides a reliable framework for evaluating Industry 4.0 readiness and can be adapted to other regions facing similar challenges.<\/jats:p>\n               <\/jats:sec>","DOI":"10.1108\/bij-02-2025-0121","type":"journal-article","created":{"date-parts":[[2025,10,14]],"date-time":"2025-10-14T04:29:59Z","timestamp":1760416199000},"page":"1-27","source":"Crossref","is-referenced-by-count":3,"title":["Industry 4.0 in Portugal: validation of a readiness assessment model through an empirical approach"],"prefix":"10.1108","author":[{"ORCID":"https:\/\/orcid.org\/0000-0001-6346-5719","authenticated-orcid":true,"given":"Andr\u00e9","family":"Guimar\u00e3es","sequence":"first","affiliation":[{"name":"CISE \u2013 Electromechatronic Systems Research Centre, University of Beira Interior , ,","place":["Covilha, Portugal"]}]},{"ORCID":"https:\/\/orcid.org\/0000-0003-1301-6645","authenticated-orcid":true,"given":"Pedro","family":"Reis","sequence":"additional","affiliation":[{"name":"CISeD \u2013 Research Centre for Digital Services, Polytechnic Institute of Viseu , ,","place":["Viseu, Portugal"]}]},{"ORCID":"https:\/\/orcid.org\/0000-0003-4556-9578","authenticated-orcid":true,"given":"Teresa","family":"Pereira","sequence":"additional","affiliation":[{"name":"Associate Laboratory for Energy, Transports and Aerospace (LAETA-INEGI), ISEP , ,","place":["Porto, Portugal"]}]},{"ORCID":"https:\/\/orcid.org\/0000-0001-8737-6999","authenticated-orcid":true,"given":"Antonio J.","family":"Marques Cardoso","sequence":"additional","affiliation":[{"name":"CISE \u2013 Electromechatronic Systems Research Centre, University of Beira Interior , ,","place":["Covilha, Portugal"]}]}],"member":"140","published-online":{"date-parts":[[2025,10,14]]},"reference":[{"key":"2025101400295233100_ref001","doi-asserted-by":"publisher","DOI":"10.1108\/BIJ-10-2023-0756","article-title":"Unraveling the role of digital leadership in developing digital dynamic capabilities for the digital transformation of firms","author":"Albannai","year":"2024","journal-title":"Benchmarking: An International Journal"},{"issue":"13","key":"2025101400295233100_ref002","doi-asserted-by":"publisher","first-page":"6127","DOI":"10.3390\/app11136127","article-title":"A framework for assessing manufacturing SMEs Industry 4.0 maturity","volume":"11","author":"Amaral","year":"2021","journal-title":"Applied Sciences"},{"key":"2025101400295233100_ref003","first-page":"111","volume-title":"Proceedings of the Berkeley Symposium on Mathematical Statistics and Probability","author":"Anderson","year":"1956"},{"key":"2025101400295233100_ref004","doi-asserted-by":"publisher","DOI":"10.3926\/jiem.3673","article-title":"Proposal and validation of an Industry 4.0 maturity model for SMEs","author":"\u00c1vila Boh\u00f3rquez","year":"2022"},{"issue":"2","key":"2025101400295233100_ref005","doi-asserted-by":"publisher","first-page":"143","DOI":"10.1509\/jmkr.38.2.143.18840","article-title":"Response styles in marketing research: a cross-national investigation","volume":"38","author":"Baumgartner","year":"2001","journal-title":"Journal of Marketing Research"},{"key":"2025101400295233100_ref006","doi-asserted-by":"publisher","first-page":"150","DOI":"10.1093\/acprof:oso\/9780199388516.003.0008","volume-title":"Handbook of Culture and Consumer Behavior","author":"Baumgartner","year":"2015"},{"issue":"3","key":"2025101400295233100_ref007","doi-asserted-by":"publisher","first-page":"148","DOI":"10.7166\/29-3-2056","article-title":"Rapidly arriving futures: future readiness for Industry 4.0","volume":"29","author":"Botha","year":"2018","journal-title":"South African Journal of Industrial Engineering"},{"issue":"9","key":"2025101400295233100_ref008","doi-asserted-by":"publisher","first-page":"3012","DOI":"10.1108\/bij-02-2023-0071","article-title":"Difficulties and challenges in the modernization of a production cell with the introduction of Industry 4.0 technologies","volume":"31","author":"Contieri","year":"2024","journal-title":"Benchmarking: An International Journal"},{"issue":"1","key":"2025101400295233100_ref009","first-page":"7","article-title":"Best practices in exploratory factor analysis: four recommendations for getting the most from your analysis","volume":"10","author":"Costello","year":"2019","journal-title":"Practical Assessment, Research and Evaluation"},{"issue":"3","key":"2025101400295233100_ref010","doi-asserted-by":"publisher","first-page":"297","DOI":"10.1007\/bf02310555","article-title":"Coefficient alpha and the internal structure of tests","volume":"16","author":"Cronbach","year":"1951","journal-title":"Psychometrika"},{"issue":"3","key":"2025101400295233100_ref011","doi-asserted-by":"publisher","first-page":"272","DOI":"10.1037\/\/1082-989x.4.3.272","article-title":"Evaluating the use of exploratory factor analysis in psychological research","volume":"4","author":"Fabrigar","year":"1999","journal-title":"Psychological Methods"},{"issue":"5","key":"2025101400295233100_ref012","doi-asserted-by":"publisher","first-page":"1119","DOI":"10.3926\/jiem.2073","article-title":"Three stage maturity model in SME\u2019s toward Industry 4.0","volume":"9","author":"Ganzarain","year":"2016","journal-title":"Journal of Industrial Engineering and Management"},{"key":"2025101400295233100_ref013","first-page":"128","article-title":"Development of an assessment model for Industry 4.0: Industry 4.0-MM","author":"G\u00f6kalp","year":"2017"},{"issue":"3","key":"2025101400295233100_ref014","doi-asserted-by":"publisher","first-page":"499","DOI":"10.1207\/s15327906mbr2603_7","article-title":"How many subjects does it take to do a regression analysis","volume":"26","author":"Green","year":"1991","journal-title":"Multivariate Behavioral Research"},{"key":"2025101400295233100_ref015","first-page":"557","article-title":"Industry 4.0-assessment of digital readiness of manufacturing companies in Portugal","author":"Guimar\u00e3es","year":"2023"},{"key":"2025101400295233100_ref016","first-page":"496","article-title":"Industry 4.0 in Portugal-economic sectors maturity","author":"Guimar\u00e3es","year":"2024"},{"key":"2025101400295233100_ref017","doi-asserted-by":"publisher","DOI":"10.1016\/j.jii.2025.100787","article-title":"Effects of Lean Tools and Industry 4.0 technology on productivity: an empirical study","volume":"44","author":"Guimaraes","year":"2025","journal-title":"Journal of Industrial Information Integration"},{"issue":"1","key":"2025101400295233100_ref018","doi-asserted-by":"crossref","first-page":"6","DOI":"10.53941\/jmem.2025.100006","article-title":"Business productivity and the adoption of lean and Industry 4.0 tools: a regional study","volume":"1","author":"Guimar\u00e3es","year":"2025","journal-title":"Journal of Mechanical Engineering and Manufacturing"},{"key":"2025101400295233100_ref019","article-title":"Bibliometric analysis of studies on Industry 4.0 maturity assessment in SMEs","volume":"16","author":"Guimar\u00e3es","year":"2025","journal-title":"Millenium-Journal of Education, Technologies, and Health"},{"key":"2025101400295233100_ref020","first-page":"472","volume-title":"Fundamentos de m\u00e9todos de pesquisa em administra\u00e7\u00e3o","author":"Hair","year":"2005"},{"key":"2025101400295233100_ref021","first-page":"785","volume-title":"Multivariate Data Analysis","author":"Hair","year":"2010"},{"issue":"14","key":"2025101400295233100_ref022","doi-asserted-by":"publisher","first-page":"1","DOI":"10.1080\/09537287.2023.2210545","article-title":"Industry 4.0 maturity and readiness assessment: an empirical validation using confirmatory composite analysis","volume":"35","author":"Hajoary","year":"2024","journal-title":"Production Planning and Control"},{"issue":"3","key":"2025101400295233100_ref023","doi-asserted-by":"publisher","first-page":"263","DOI":"10.21664\/2238-8869.2019v8i3.p263-291","article-title":"A Ind\u00fastria 4.0 e o seu Impacto no Tecido Econ\u00f3mico Empresarial Portugu\u00eas: O Caso da Regi\u00e3o D\u00e3o-Laf\u00f5es","volume":"8","author":"Henriques","year":"2019","journal-title":"Fronteiras"},{"issue":"5","key":"2025101400295233100_ref024","first-page":"5","article-title":"How CEO regulatory focus influences the innovation performance of small and medium sized firms?","volume":"37","author":"Huang","year":"2017","journal-title":"Frontiers of Entrepreneurship Research"},{"issue":"2-3","key":"2025101400295233100_ref025","doi-asserted-by":"publisher","first-page":"138","DOI":"10.1080\/09537287.2020.1810762","article-title":"Perspectives on the future of manufacturing within the Industry 4.0 era","volume":"33","author":"Hughes","year":"2022","journal-title":"Production Planning and Control"},{"key":"2025101400295233100_ref026","first-page":"705","article-title":"An overview of a smart manufacturing system readiness assessment","author":"Jung","year":"2016"},{"key":"2025101400295233100_ref027","doi-asserted-by":"crossref","first-page":"205","DOI":"10.1007\/978-981-13-3384-2_13","volume-title":"Disruptive Technologies for the Militaries and Security","author":"Lele","year":"2019"},{"key":"2025101400295233100_ref028","first-page":"1297","article-title":"SIMMI 4.0-a maturity model for classifying the enterprise-wide it and software landscape focusing on Industry 4.0","author":"Leyh","year":"2016"},{"issue":"1","key":"2025101400295233100_ref029","doi-asserted-by":"publisher","DOI":"10.1155\/2022\/7085322","article-title":"Evaluation of digital transformation maturity of small and medium-sized entrepreneurial enterprises based on multicriteria framework","volume":"2022","author":"Li","year":"2022","journal-title":"Mathematical Problems in Engineering"},{"key":"2025101400295233100_ref030","first-page":"77","volume-title":"Industrie 4.0-Readiness; Impuls-Stiftung des VDMA","author":"Lichtblau","year":"2015"},{"key":"2025101400295233100_ref031","volume-title":"Introduction to Structural Equation\u00a0Modeling (SEM) in R with Lavaan","author":"Lin","year":"2021"},{"issue":"4","key":"2025101400295233100_ref032","doi-asserted-by":"publisher","first-page":"43","DOI":"10.5032\/jae.2001.04043","article-title":"Handling non response in social science research","volume":"42","author":"Lindner","year":"2001","journal-title":"Journal of Agricultural Education"},{"key":"2025101400295233100_ref033","doi-asserted-by":"publisher","first-page":"194","DOI":"10.1016\/j.jmsy.2018.10.005","article-title":"A critical review of smart manufacturing and Industry 4.0 maturity models: implications for small and medium-sized enterprises (SMEs)","volume":"49","author":"Mittal","year":"2018","journal-title":"Journal of Manufacturing Systems"},{"key":"2025101400295233100_ref034","first-page":"155","article-title":"Towards a smart manufacturing maturity model for SMEs","author":"Mittal","year":"2018"},{"issue":"6","key":"2025101400295233100_ref035","doi-asserted-by":"publisher","first-page":"529","DOI":"10.1080\/09537287.2016.1147095","article-title":"How smart cities will change supply chain management: a technical viewpoint","volume":"27","author":"\u00d6berg","year":"2016","journal-title":"Production Planning and Control"},{"key":"2025101400295233100_ref036","article-title":"An\u00e1lise de dados para ci\u00eancias sociais: a complementaridade do SPSS","author":"Pestana","year":"2008"},{"key":"2025101400295233100_ref037","article-title":"What makes a useful maturity model? A framework of general design principles for maturity models and its demonstration in business process management","author":"P\u00f6ppelbu\u00df","year":"2011"},{"key":"2025101400295233100_ref038","doi-asserted-by":"crossref","DOI":"10.1109\/SAMI.2018.8324844","article-title":"Assessing Industry 4.0 readiness of enterprises","author":"Rajnai","year":"2018"},{"key":"2025101400295233100_ref039","doi-asserted-by":"publisher","first-page":"26","DOI":"10.1016\/j.techfore.2018.02.012","article-title":"Industry 4.0 as policy-driven discourse to institutionalize innovation systems in manufacturing","volume":"132","author":"Reischauer","year":"2018","journal-title":"Technological Forecasting and Social Change"},{"issue":"11","key":"2025101400295233100_ref064","doi-asserted-by":"publisher","first-page":"1083","DOI":"10.1080\/07408170500232784","article-title":"A review of methods of multivariate analysis","author":"Rencher","year":"2005","journal-title":"IIE Transactions"},{"issue":"1","key":"2025101400295233100_ref041","doi-asserted-by":"publisher","first-page":"37","DOI":"10.1007\/bf02294204","article-title":"Using phantom and imaginary latent variables to parameterize constraints in linear structural models","volume":"49","author":"Rindskopf","year":"1984","journal-title":"Psychometrika"},{"issue":"5","key":"2025101400295233100_ref042","doi-asserted-by":"publisher","first-page":"1023","DOI":"10.1108\/jmtm-09-2018-0284","article-title":"An Industry 4.0 maturity model proposal","volume":"31","author":"Santos","year":"2020","journal-title":"Journal of Manufacturing Technology Management"},{"key":"2025101400295233100_ref043","doi-asserted-by":"publisher","first-page":"1310","DOI":"10.1016\/j.procir.2020.03.012","article-title":"Development of a monitoring system for implementation of industrial digitalization and automation using 143 key performance indicators","volume":"93","author":"Schumacher","year":"2020","journal-title":"Procedia CIRP"},{"key":"2025101400295233100_ref044","doi-asserted-by":"publisher","first-page":"161","DOI":"10.1016\/j.procir.2016.07.040","article-title":"A maturity model for assessing Industry 4.0 readiness and maturity of manufacturing enterprises","volume":"52","author":"Schumacher","year":"2016","journal-title":"Procedia CIRP"},{"issue":"6","key":"2025101400295233100_ref045","doi-asserted-by":"publisher","first-page":"2279","DOI":"10.28991\/esj-2023-07-06-025","article-title":"Clarification of the present understanding of the assessment of an organization\u2019s digital readiness in SMEs","volume":"7","author":"Silva","year":"2023","journal-title":"Emerging Science Journal"},{"key":"2025101400295233100_ref046","doi-asserted-by":"publisher","first-page":"279","DOI":"10.1007\/978-3-030-25425-4_10","article-title":"Smart SME 4.0 implementation toolkit","author":"Sopadang","year":"2020","journal-title":"Industry 4.0 for SMEs: Challenges, opportunities and requirements"},{"issue":"10","key":"2025101400295233100_ref047","doi-asserted-by":"publisher","first-page":"811","DOI":"10.1080\/09537287.2020.1768318","article-title":"Drivers and barriers for Industry 4.0 readiness and practice: empirical evidence from small and medium-sized manufacturers","volume":"32","author":"Stentoft","year":"2021","journal-title":"Production Planning and Control"},{"issue":"6","key":"2025101400295233100_ref048","doi-asserted-by":"publisher","first-page":"1273","DOI":"10.1007\/s11165-016-9602-2","article-title":"The use of Cronbach\u2019s alpha when developing and reporting research instruments in science education","volume":"48","author":"Taber","year":"2018","journal-title":"Research in Science Education"},{"issue":"7","key":"2025101400295233100_ref049","doi-asserted-by":"publisher","first-page":"509","DOI":"10.1002\/(sici)1097-0266(199708)18:7&lt;509::aid-smj882&gt;3.0.co;2-z","article-title":"Dynamic capabilities and strategic management","volume":"18","author":"Teece","year":"1997","journal-title":"Strategic Management Journal"},{"issue":"4","key":"2025101400295233100_ref050","doi-asserted-by":"publisher","first-page":"352","DOI":"10.1080\/09537287.2022.2083996","article-title":"Digitalization of maintenance: exploratory study on the adoption of Industry 4.0 technologies and total productive maintenance practices","volume":"35","author":"Tortorella","year":"2024","journal-title":"Production Planning and Control"},{"issue":"10","key":"2025101400295233100_ref051","doi-asserted-by":"publisher","first-page":"3006","DOI":"10.1108\/bij-07-2020-0354","article-title":"A holistic model for Global Industry 4.0 readiness assessment","volume":"28","author":"Tripathi","year":"2021","journal-title":"Benchmarking: An International Journal"},{"issue":"1","key":"2025101400295233100_ref052","doi-asserted-by":"publisher","first-page":"281","DOI":"10.1108\/bij-08-2021-0505","article-title":"Benchmarking Industry 4.0 readiness evaluation using fuzzy approaches","volume":"30","author":"Wankhede","year":"2023","journal-title":"Benchmarking: An International Journal"},{"issue":"3","key":"2025101400295233100_ref053","doi-asserted-by":"publisher","first-page":"1311","DOI":"10.1007\/s40747-020-00267-9","article-title":"Industry 4.0, a revolution that requires technology and national strategies","volume":"7","author":"Yang","year":"2021","journal-title":"Complex and Intelligent Systems"},{"key":"2025101400295233100_ref054","doi-asserted-by":"publisher","DOI":"10.1108\/BIJ-03-2024-0198","article-title":"Leveraging digital technologies for operational excellence in pharmaceutical sourcing: a dynamic capabilities perspective","author":"Yogeswaran","year":"2025","journal-title":"Benchmarking: An International Journal"},{"issue":"2-3","key":"2025101400295233100_ref055","doi-asserted-by":"publisher","first-page":"143","DOI":"10.1080\/09537287.2019.1631468","article-title":"Moving towards digitalization: a multiple case study in manufacturing","volume":"31","author":"Zangiacomi","year":"2020","journal-title":"Production Planning and Control"},{"issue":"1","key":"2025101400295233100_ref056","doi-asserted-by":"publisher","first-page":"307","DOI":"10.1108\/bij-01-2021-0056","article-title":"The road towards Industry 4.0: a comparative study of the state-of-the-art in the Italian manufacturing industry","volume":"30","author":"Zheng","year":"2021","journal-title":"Benchmarking: An International Journal"},{"issue":"5","key":"2025101400295233100_ref057","doi-asserted-by":"publisher","first-page":"1541","DOI":"10.1108\/bij-12-2023-0864","article-title":"Dynamic capabilities for digital transformation in an enterprise business","volume":"32","author":"Froehlich","year":"2024","journal-title":"Benchmarking: An International Journal"},{"key":"2025101400295233100_ref058","first-page":"3","volume-title":"SME 4.0: the Role of Small-And Medium-Sized Enterprises in the Digital Transformation Industry 4.0 for SMEs: Challenges","author":"Matt","year":"2020"},{"key":"2025101400295233100_ref059","article-title":"Industrie 4.0 maturity index","volume":"61","author":"Schuh","year":"2017","journal-title":"Managing the Digital Transformation of Companies"},{"issue":"2","key":"2025101400295233100_ref060","doi-asserted-by":"publisher","first-page":"664","DOI":"10.1108\/bij-08-2020-0459","article-title":"Benchmarking the practices of flexibility with maturity models and frameworks of organizational capabilities","volume":"29","author":"Shukla","year":"2022","journal-title":"Benchmarking: An International Journal"},{"issue":"2","key":"2025101400295233100_ref061","doi-asserted-by":"publisher","first-page":"231","DOI":"10.1037\/\/1082-989x.3.2.231","article-title":"Affects of variable and subject sampling on factor pattern recovery","volume":"3","author":"Velicer","year":"1998","journal-title":"Psychological Methods"},{"key":"2025101400295233100_ref062","doi-asserted-by":"publisher","first-page":"173","DOI":"10.1016\/j.procir.2017.03.309","article-title":"M2DDM\u2013a maturity model for data-driven manufacturing","volume":"63","author":"Weber","year":"2017","journal-title":"Procedia CIRP"},{"issue":"9","key":"2025101400295233100_ref063","doi-asserted-by":"publisher","first-page":"3040","DOI":"10.1108\/bij-12-2021-0782","article-title":"Digital supply chain research trends: a systematic review and a maturity model for adoption","volume":"30","author":"Weerabahu","year":"2023","journal-title":"Benchmarking: An International Journal"}],"container-title":["Benchmarking: An International Journal"],"original-title":[],"language":"en","link":[{"URL":"https:\/\/www.emerald.com\/bij\/article-pdf\/doi\/10.1108\/BIJ-02-2025-0121\/10347632\/bij-02-2025-0121en.pdf","content-type":"application\/pdf","content-version":"vor","intended-application":"syndication"},{"URL":"https:\/\/www.emerald.com\/bij\/article-pdf\/doi\/10.1108\/BIJ-02-2025-0121\/10347632\/bij-02-2025-0121en.pdf","content-type":"unspecified","content-version":"vor","intended-application":"similarity-checking"}],"deposited":{"date-parts":[[2025,10,14]],"date-time":"2025-10-14T04:30:02Z","timestamp":1760416202000},"score":1,"resource":{"primary":{"URL":"https:\/\/www.emerald.com\/bij\/article\/doi\/10.1108\/BIJ-02-2025-0121\/1303518\/Industry-4-0-in-Portugal-validation-of-a-readiness"}},"subtitle":[],"short-title":[],"issued":{"date-parts":[[2025,10,14]]},"references-count":63,"URL":"https:\/\/doi.org\/10.1108\/bij-02-2025-0121","relation":{},"ISSN":["1463-5771","1758-4094"],"issn-type":[{"value":"1463-5771","type":"print"},{"value":"1758-4094","type":"electronic"}],"subject":[],"published":{"date-parts":[[2025,10,14]]}}}