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- An investigation upon Industry 4.0 implementation: the case of small and medium enterprises and Lean organizationsPublication . Santos, Beatrice Paiva; Santos, Fernando Manuel Bigares Charrua; Orzes, GuidoIn recent years, industries have undergone several shifts in their operating and management systems. Alongside to the technological innovation, rapid market changes and high competitiveness; growing customer needs are driving industries to focus on producing highly customized products with even less time to market. In this context, Industry 4.0 is a manufacturing paradigm that promises to have a great impact not only on improving productivity but also on developing new products, services and business models. However, the literature review has shown that research on Industry 4.0 implementation is still characterized by some weaknesses and gaps (e.g., topics such as the implementation of Industry 4.0 in SMEs and its integration with Lean Management approach). Motivated by so, this thesis sought to answer four key questions: (RQ1) What are the challenges and opportunities for SMEs in the Industry 4.0 field? (RQ2) What are the resources and capabilities for Industry 4.0 implementation in SMEs? (RQ3) How can these resources and capabilities be acquired and/or developed and (RQ4) How to integrate Industry 4.0 and Lean Management? To deal with the first research question, a semi-systematic literature review in the Industry 4.0 field was conducted. The main goal is to explore the implementation of Industry 4.0 in SMEs in order to identify common challenges and opportunities for SMEs in the Industry 4.0 era. To face with the second and third research questions, a multiple case study research was conducted to pursue two main aims: (1) to identify the resources and capabilities required to implement Industry 4.0 in Portuguese SMEs. Furthermore, based on mainstream theories such as resource-based view (RBV) and dynamic capability theory, it sought empirical evidence on how SMEs use resources and capabilities to gain sustainable competitive advantage; (2) to shed light on how those SMEs acquire and/or develop the Industry 4.0 resources and capabilities. Finally, this thesis employed a semi-systematic literature review methodology to deal with the fourth research question. As such, it explored the synergistic relationship between Industry 4.0 and Lean Management to identify the main trends in this field of research and, ultimately, the best practices. The analysis and discussion of the best practices revealed a set of potential relationships which provided a more clear understanding of the outcomes of an Industry 4.0-LM integration.