Agile portfolio management in the context of development digital systems: a bibliometric and systematic review of the literature
Palavras-chave:
Agile Portfolio Management, Project Portfolio Management, Digital Systems Development, Business agilityResumo
The objective of this research is to map, based on the literature, studies that report on how agile portfolio management is applied in companies. The context of this study examines how global competition and volatility affect the management of digital systems portfolios. The results indicate that the studies suggest that the agile approach is the one that best fits this context. In the systematic review of the selected studies, only 6 works were found to be relevant to the research objective, highlighting that the topic of agile portfolio management is underexplored in the literature, as no articles were found that mention the most commonly used frameworks today and/or demonstrate how they are implemented. It is expected that this study will contribute to academic researchers studying agile portfolio management, as there is a scarcity of scientific works addressing the impact of this type of management on organizations. Regarding its contribution to the market, it is hoped that professionals can use the results of this research to become aware of practices adopted by companies on the subject, rather than being limited to the recommendation of companies that provide such solutions.
Downloads
Referências
ABRANTES, Rui; FIGUEIREDO, José. Feature based process framework to manage scope in dynamic NPD portfolios. International Journal of Project Management, [S. l.], v. 32, n. 5, p. 874–884, 2014. DOI: 10.1016/j.ijproman.2013.10.014.
AHMAD, Muhammad Ovais; LWAKATARE, Lucy Ellen; KUVAJA, Pasi; OIVO, Markku; MARKKULA, Jouni. An empirical study of portfolio management and Kanban in agile and lean software companies. Journal of Software: Evolution and Process, [S. l.], v. 29, n. 6, p. e1834, 2017. DOI: 10.1002/smr.1834.
AHMAD, Muhammad Ovais; MARKKULA, Jouni; OIVO, Markku. Kanban in software development: A systematic literature review. Em: 2013 39TH EUROMICRO CONFERENCE ON SOFTWARE ENGINEERING AND ADVANCED APPLICATIONS 2013, Anais [...]. : IEEE, 2013. p. 9–16. DOI: 10.1109/SEAA.2013.28.
ALAHYARI, Hiva; BERNTSSON SVENSSON, Richard; GORSCHEK, Tony. A study of value in agile software development organizations. Journal of Systems and Software, [S. l.], v. 125, p. 271–288, 2017. DOI: 10.1016/j.jss.2016.12.007.
ALBERS, Albert; HEIMICKE, Jonas; TROST, Sebastian; SPADINGER, Markus. Alignment of the change to agile through method-supported evaluation of agile principles in physical product development. Procedia CIRP, [S. l.], v. 91, p. 600–614, 2020. DOI: 10.1016/j.procir.2020.02.218.
ANDERSON, David J.; ROOCK, Arne. An agile evolution: why Kanban is catching on in Germany and around the world. Cutter IT Journal, [S. l.], v. 24, n. 3, 2011.
BAKER, J. N.; SCHORER, J. W. Defining expertise: a taxonomy for researchers in skill acquisition and expertise. New York, NY: Routledge, 2015.
BATISTA, Frederico; PEREIRA, Leandro; COSTA, Renato Lopes Da; ANTÓNIO, Nelson Santos. Agile project and portfolio management: a systematic literature review. International Journal of Process Management and Benchmarking, [S. l.], v. 12, n. 4, p. 471, 2022. DOI: 10.1504/IJPMB.2022.123742.
BOUNCKEN, Ricarda B.; KRAUS, Sascha; ROIG-TIERNO, Norat. Knowledge- and innovation-based business models for future growth: digitalized business models and portfolio considerations. Review of Managerial Science, [S. l.], v. 15, n. 1, p. 1–14, 2021. DOI: 10.1007/s11846-019-00366-z.
DOLCI, Pietro Cunha; MAÇADA, Antônio Carlos Gastaud. Portfolio Theory: The Contribution of Markowitz’s Theory to Information System Area. Em: [s.l: s.n.]. p. 199–211. DOI: 10.1007/978-1-4419-6108-2_10.
EBERT, Christof; PAASIVAARA, Maria. Scaling Agile. IEEE Software, [S. l.], v. 34, n. 6, p. 98–103, 2017. DOI: 10.1109/MS.2017.4121226.
ETGAR, Ran; COHEN, Yuval. Roadmap Optimization: Multi-Annual Project Portfolio Selection Method. Mathematics, [S. l.], v. 10, n. 9, p. 1601, 2022. DOI: 10.3390/math10091601.
FARRIS, J. A.; GROESBECK, R. L.; VAN AKEN, E. M.; LETENS, G. Evaluating the Relative Performance of Engineering Design Projects: A Case Study Using Data Envelopment Analysis. IEEE Transactions on Engineering Management, [S. l.], v. 53, n. 3, p. 471–482, 2006. DOI: 10.1109/TEM.2006.878100.
GUTIÉRREZ, Ernesto; MAGNUSSON, Mats. Dealing with legitimacy: A key challenge for Project Portfolio Management decision makers. International Journal of Project Management, [S. l.], v. 32, n. 1, p. 30–39, 2014. DOI: 10.1016/j.ijproman.2013.01.002.
HARVEY, Jean; AUBRY, Monique. Project and processes: a convenient but simplistic dichotomy. International Journal of Operations & Production Management, [S. l.], v. 38, n. 6, p. 1289–1311, 2018. DOI: 10.1108/IJOPM-01-2017-0010.
HODA, Rashina; SALLEH, Norsaremah; GRUNDY, John. The Rise and Evolution of Agile Software Development. IEEE Software, [S. l.], v. 35, n. 5, p. 58–63, 2018. DOI: 10.1109/MS.2018.290111318.
HOFFMANN, David; MÜLLER, Thomas; AHLEMANN, Frederik. Balancing Alignment, Adaptivity, and Effectiveness: Design Principles for Sustainable IT Project Portfolio Management. Em: 25TH EUROPEAN CONFERENCE ON INFORMATION SYSTEMS (ECIS) 2017, Anais [...]. [s.l: s.n.] p. 1503–1520. Disponível em: http://aisel.aisnet.org/ecis2017_rphttp://aisel.aisnet.org/ecis2017_rp/97.
HORLACH, B.; BÖHMANN, T.; SCHIRMER, I.; DREWS, P. IT Governance in Scaling Agile Frameworks. [s.l: s.n.]. Disponível em: http://mkwi2018.leuphana.de/wp-content/uploads/MKWI2018_Band5.pdf.
HORLACH, Bettina; SCHIRMER, Ingrid; DREWS, Paul. AGILE PORTFOLIO MANAGEMENT: DESIGN GOALS AND PRINCIPLES. Em: 27TH EUROPEAN CONFERENCE ON INFORMATION SYSTEMS (ECIS) 2019, Stockholm & Uppsala, Sweden. Anais [...]. Stockholm & Uppsala, Sweden Disponível em: https://aisel.aisnet.org/ecis2019_rp.
IDC. Business Agility Transformation - Uma perspectiva das empresas brasileiras. INTERNATIONAL DATA CORPORATION (IDC), ACCENTURE, CONFORTO. [S. l.], 2022.
JESSE, Norbert. Organizational Evolution - How Digital Disruption Enforces Organizational Agility. IFAC-PapersOnLine, [S. l.], v. 51, n. 30, p. 486–491, 2018. DOI: 10.1016/j.ifacol.2018.11.310.
KALLINEY, Marie. Transitioning from Agile Development to Enterprise Product Management Agility. Em: 2009 AGILE CONFERENCE 2009, Anais [...]. : IEEE, 2009. p. 209–213. DOI: 10.1109/AGILE.2009.64.
SCHWABER, Ken; SUTHERLAND, Jeff. The Scrum Guide - The Definitive Guide to Scrum: The Rules of the Game. [S. l.], 2020.
KETTUNEN, Petri; LAANTI, Maarit. Combining agile software projects and large-scale organizational agility. Software Process: Improvement and Practice, [S. l.], v. 13, n. 2, p. 183–193, 2008. DOI: 10.1002/spip.354.
KHOZA, Lucas; MARNEWICK, Carl. A conceptual framework for scaled agile success. International Journal of Project Organisation and Management, [S. l.], v. 15, n. 1, p. 99, 2023. DOI: 10.1504/IJPOM.2023.129377.
KRAUS, Sascha; PALMER, Carolin; KAILER, Norbert; KALLINGER, Friedrich Lukas; SPITZER, Jonathan. Digital entrepreneurship. International Journal of Entrepreneurial Behavior & Research, [S. l.], v. ahead-of-print, n. ahead-of-print, 2018. DOI: 10.1108/IJEBR-06-2018-0425.
LAAMANEN, Tomi; PFEFFER, Jeffrey; RONG, Ke; VAN DE VEN, Andrew. Editors’ Introduction: Business Models, Ecosystems, and Society in the Sharing Economy. Academy of Management Discoveries, [S. l.], v. 4, n. 3, p. 213–219, 2018. DOI: 10.5465/amd.2018.0110.
LEFFINGWELL, Dean. Agile software requirements : lean requirements practices for teams, programs, and the enterprise. [s.l: s.n.].
LEONG, Jason; MAY YEE, Kiu; BAITSEGI, Onalethata; PALANISAMY, Lingesvaran; RAMASAMY, R. Kanesaraj. Hybrid Project Management between Traditional Software Development Lifecycle and Agile Based Product Development for Future Sustainability. Sustainability, [S. l.], v. 15, n. 2, p. 1121, 2023. DOI: 10.3390/su15021121.
SEBOLA, Lesego; KHOZA, Lucas. THE BENEFITS AND CHALLENGES OF SCALED AGILE FRAMEWORK IN FINANCIAL INSTITUTIONS. The Journal of Modern Project Management, [S. l.], v. 10, n. 2, p. 30–43, 2022. Disponível em: https://journalmodernpm.com/manuscript/index.php/jmpm/article/view/502. Acesso em: 5 abr. 2023.
LIAO, Yongxin; DESCHAMPS, Fernando; LOURES, Eduardo de Freitas Rocha; RAMOS, Luiz Felipe Pierin. Past, present and future of Industry 4.0 - a systematic literature review and research agenda proposal. International Journal of Production Research, [S. l.], v. 55, n. 12, 2017. DOI: 10.1080/00207543.2017.1308576.
LUIZ, Octaviano Rojas; SOUZA, Fernando Bernardi De; LUIZ, João Victor Rojas; JUGEND, Daniel; SALGADO, Manoel Henrique; SILVA, Sergio Luis Da. Impact of critical chain project management and product portfolio management on new product development performance. Journal of Business & Industrial Marketing, [S. l.], v. 34, n. 8, p. 1692–1705, 2019. DOI: 10.1108/JBIM-11-2018-0327.
LUNA, Alexandre J. H. de O.; KRUCHTEN, Philippe; MOURA, Hermano Perrelli De; RICCIO, Édson Luiz. Foundations for an agile governance manifesto: a bridge for business agility. Em: CONGRESSO INTERNACIONAL DE GESTÃO DA TECNOLOGIA E SISTEMAS DE INFORMAÇÃO - CONTECSI 2016, São Paulo. Anais [...]. São Paulo: TECSI/EAC/FEA/USP, 2016.
MCMAHON, Paul. Extending Agile Methods: A Distributed Project And Organizational Improvement Perspective. Systems and Software Technology Conference, [S. l.], p. 348–356, 2005.
MESKENDAHL, Sascha. The influence of business strategy on project portfolio management and its success — A conceptual framework. International Journal of Project Management, [S. l.], v. 28, n. 8, p. 807–817, 2010. DOI: 10.1016/j.ijproman.2010.06.007. Disponível em: https://linkinghub.elsevier.com/retrieve/pii/S0263786310000967.
MIDDLETON, P.; JOYCE, D. Lean Software Management: BBC Worldwide Case Study. IEEE Transactions on Engineering Management, [S. l.], v. 59, n. 1, p. 20–32, 2012. DOI: 10.1109/TEM.2010.2081675.
MOHER, David; LIBERATI, Alessandro; TETZLAFF, Jennifer; ALTMAN, Douglas G. Preferred Reporting Items for Systematic Reviews and Meta-Analyses: The PRISMA Statement. PLoS Medicine, [S. l.], v. 6, n. 7, p. e1000097, 2009. DOI: 10.1371/journal.pmed.1000097. Disponível em: https://linkinghub.elsevier.com/retrieve/pii/S0895435609001796.
MONTINI, Paola; PINHO, Cíntia Maria de Araújo; OLIVEIRA, Renata Maria Nogueira De; COSTA, Ivanir; NAPOLITANO, Domingos Márcio Rodrigues. Avaliação da relação da Filosofia Lean e a Cultura Organizacional: uma revisão bibliométrica. Research, Society and Development, [S. l.], v. 9, n. 11, p. e059119386, 2020. DOI: 10.33448/rsd-v9i11.9386.
OJIAKO, Udechukwu; PETRO, Yacoub; MARSHALL, Alasdair; WILLIAMS, Terry. The impact of project portfolio management practices on the relationship between organizational ambidexterity and project performance success. Production Planning & Control, [S. l.], v. 34, n. 3, p. 260–274, 2023. DOI: 10.1080/09537287.2021.1909168.
OLIVEIRA NETO, Geraldo Cardoso De; PINTO, Luiz Fernando Rodrigues; AMORIM, Marlene Paula Castro; GIANNETTI, Biagio Fernando; ALMEIDA, Cecília Maria Villas Bôas De. A framework of actions for strong sustainability. Journal of Cleaner Production, [S. l.], v. 196, p. 1629–1643, 2018. DOI: 10.1016/j.jclepro.2018.06.067.
PAASIVAARA, Maria; BEHM, Benjamin; LASSENIUS, Casper; HALLIKAINEN, Minna. Large-scale agile transformation at Ericsson: a case study. Empirical Software Engineering, [S. l.], v. 23, n. 5, p. 2550–2596, 2018. DOI: 10.1007/s10664-017-9555-8.
PETERSEN, Kai; FELDT, Robert; MUJTABA, Shahid; MATTSSON, Michael. Systematic Mapping Studies in Software Engineering. Em: 2008, Anais [...]. [s.l: s.n.] DOI: 10.14236/ewic/EASE2008.8. Disponível em: https://scienceopen.com/document?vid=6d552894-2cc3-4e2b-a483-41fa48a37ef8.
PLODER, Christian; HÜSAM, Annalena; BERNSTEINER, Reinhard; DILGER, Thomas. Agile Portfolio Management for Hybrid Projects: How to Combine Traditional and Agile Projects in a Project Portfolio. Em: [s.l: s.n.]. p. 221–232. DOI: 10.1007/978-3-031-07920-7_17.
PUTTA, Abheeshta; PAASIVAARA, Maria; LASSENIUS, Casper. Benefits and Challenges of Adopting the Scaled Agile Framework (SAFe): Preliminary Results from a Multivocal Literature Review. Em: [s.l: s.n.]. p. 334–351. DOI: 10.1007/978-3-030-03673-7_24.
RAUTIAINEN, K.; VON SCHANTZ, J.; VA, J. Supporting Scaling Agile with Portfolio Management: Case Paf.com. Em: 2011 44TH HAWAII INTERNATIONAL CONFERENCE ON SYSTEM SCIENCES 2011, Anais [...]. : IEEE, 2011. p. 1–10. DOI: 10.1109/HICSS.2011.390. Disponível em: http://ieeexplore.ieee.org/document/5718993/.
SCALED AGILE. SAFe 6.0 © Scaled Agile, Inc. 2023. Disponível em: https://scaledagileframework.com/. Acesso em: 4 abr. 2023.
SCRUM INC. Agile report. 16th annual State of Agile report, [S. l.], 2022.
STETTINA, Christoph Johann; HÖRZ, Jeannette. Agile portfolio management: An empirical perspective on the practice in use. International Journal of Project Management, [S. l.], v. 33, n. 1, p. 140–152, 2015. DOI: 10.1016/j.ijproman.2014.03.008.
SUOMALAINEN, Tanja; KUUSELA, Raija; TIHINEN, Maarit. Continuous planning: an important aspect of agile and lean development. International Journal of Agile Systems and Management, [S. l.], v. 8, n. 2, p. 132, 2015. DOI: 10.1504/IJASM.2015.070607.
TAVANA, Madjid; KERAMATPOUR, Mehdi; SANTOS-ARTEAGA, Francisco J.; GHORBANIANE, Esmail. A fuzzy hybrid project portfolio selection method using Data Envelopment Analysis, TOPSIS and Integer Programming. Expert Systems with Applications, [S. l.], v. 42, n. 22, p. 8432–8444, 2015. DOI: 10.1016/j.eswa.2015.06.057.
THESING, Theo; FELDMANN, Carsten; BURCHARDT, Martin. Agile versus Waterfall Project Management: Decision Model for Selecting the Appropriate Approach to a Project. Procedia Computer Science, [S. l.], v. 181, p. 746–756, 2021. DOI: 10.1016/j.procs.2021.01.227. Disponível em: https://linkinghub.elsevier.com/retrieve/pii/S1877050921002702.
TKALICH, Anastasiia; ULFSNES, Rasmus; MOE, Nils Brede. Toward an Agile Product Management: What Do Product Managers Do in Agile Companies? Em: [s.l: s.n.]. p. 168–184. DOI: 10.1007/978-3-031-08169-9_11.
TURETKEN, Oktay; STOJANOV, Igor; TRIENEKENS, Jos J. M. Assessing the adoption level of scaled agile development: a maturity model for Scaled Agile Framework. Journal of Software: Evolution and Process, [S. l.], v. 29, n. 6, p. e1796, 2017. DOI: 10.1002/smr.1796.
PETIT, YVAN. Strategic Alignment of Information Technology Initiatives in a Scaled Agile Environment. The Journal of Modern Project Management, [S. l.], v. 8, n. 3, p. 7–19, 2022.