The contradictory effect of lean
and industry 4.0 synergy on firm
performance: a meta-analysis
Diego Biondo
Industrial and Systems Engineering Graduate Program, Polytechnic School,
Pontifical Catholic University of Parana (PUCPR), Curitiba, Brazil and
Serdia Eletronica Industrial, Curitiba, Brazil
Dalton Alexandre Kai
Industrial and Systems Engineering Graduate Program, Polytechnic School,
Pontifical Catholic University of Parana (PUCPR), Curitiba, Brazil
Edson Pinheiro de Lima
Federal University of Technology Parana, Pato Branco, Brazil, and
Guilherme Brittes Benitez
Industrial and Systems Engineering Graduate Program, Polytechnic School,
Pontifical Catholic University of Parana (PUCPR), Curitiba, Brazil
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.
Keywords Meta-analysis, Lean, Industry 4.0, Firm performance
Paper type Literature review
Quick value overview
Interesting because: The existing literature presents an optimistic view of the integration of
Lean and Industry 4.0 (I4.0) concerning firm performance. Numerous studies posit a positive
Lean and
industry 4.0
synergy
This project was financially supported by the Education Incentive Policy of the Marist Group’s
Individual Development Plan, which includes the Pontifical Catholic University of Paran a as a member
institution and by the Research Coordination of the Brazilian Ministry of Education – CAPES. We also
thank the National Council for Scientific and Technological Development (CNPq) for financial support in
project no. 40355720232.
The current issue and full text archive of this journal is available on Emerald Insight at:
https://www.emerald.com/insight/1741-038X.htm
Received 8 October 2023
Revised 21 January 2024
13 February 2024
Accepted 13 February 2024
Journal of Manufacturing
Technology Management
© Emerald Publishing Limited
1741-038X
DOI 10.1108/JMTM-10-2023-0447