1. Introduction
We are currently experiencing the Fourth Industrial Revolution, a revolution which brings with it a huge paradigm change, marked by the digitization of manufacturing and the computerization of industry. The usage of Big Data for constant deep analysis of a very large number of machines, the employment of 3D Technology to support the companies’ processes, the use of Internet of Things platforms to collect data, transmit it and communicate with other devices, and the usage of Augmented Reality tools to increase processes’ efficiency are some examples of the new features that are becoming more and more prominent in the Industry 4.0 [
1].
The evolution of the Industrial Revolutions over the decades have brought about a change in the characteristics of the tasks expected of workers; for instance, in the First and Second Revolutions, the tasks were based on strength with no need for judgement, however, the Third and Fourth Revolutions brought the need for analysis, decision and management tasks [
2,
3,
4]. Therefore, in order to deal with the changes in the types of tasks, the skills requested of the labor force also had to change.
Furthermore, in the First and Second Industrial Revolutions the tasks (and skills) were practically transversal to the different employees of the companies [
5], however, in the Third, and especially in the current or the Fourth Industrial Revolution, there is a clear distinction in responsibilities (and therefore tasks) of each hierarchical level. Once again, having different types of tasks implies that the skills needed to perform them must necessarily be different [
1].
There are several studies analyzing the skills of the future Industry 4.0 world. Some examples are the articles developed by Hecklau et al. [
6], Benesova and Tupa [
7], Blayone and VanOostveen [
8], Alharbi [
9] and Baethge-Kinsky [
10]. However, none of them analyze the topic of splitting the employees into different hierarchical levels, rather they all consider the employees as a single group. On the other hand, leadership competencies are of crucial importance in every organization as to a large extent they determine its success [
11]. Authors probing into leadership within Industry 4.0 [
12,
13], such as Tetteh (2022) [
14], point out that there is a lack of studies on leadership and the Industry 4.0. In general, concerning workers, research from Gajdzik and Wolniak (2022) [
15] presents a framework for the profile of an employee employed in an innovative company transforming to Industry 4.0.
In addition, prior to this study, a search was run in the databases ScienceDirect and Scopus using the combination of different keywords—Industry 4.0/Fourth Industrial Revolution together with Skills or Tasks and with Top management or Middle management. However, no relevant outputs appeared, showing that there is a need for research in this area to understand the different tasks and skills expected at each hierarchical level.
Therefore, the following research questions were considered:
Q1. What are the tasks expected to be executed in each hierarchical level in a company within the Industry 4.0 environment?
Q2. What are the skills needed to execute these tasks in each hierarchical level?
This study intends to propose not only the characterization of the main tasks to be performed in each hierarchical level, but also the characterization of the most important skills needed to run those tasks in an environment of a company with the implementation of the Industry 4.0 pillars. The data obtained through the different phases and the subsequent findings helped to understand the main tasks under the domain of each hierarchical level and the skills expected to evolve in order to properly execute those tasks. Having said that, the main contributions of this paper are a list of the main tasks which will represent the day-to-day work of employees at different hierarchical levels in companies with the implementation of the Industry 4.0 and a list of the main skills necessary for the correct execution of the tasks listed for each level.
The remainder of this paper is organized as follows. In
Section 2, a historical overview of tasks and skills throughout the first three Industrial Revolutions is presented as well as a description of the tasks and skills needed in the Fourth Industrial Revolution. In
Section 3, the research design is presented and the Collaborative Decision Making method is characterized as a baseline of the research design used. The results achieved in each methodological phase are presented and discussed in
Section 4. Finally,
Section 5 concludes the paper with some recommendations for further research.
3. Research Design: Collaborative Decision Making
Collaborative Decision Making (CDM) is a method that involves a group of stakeholders working together to reach a consensus on a decision or solution. This method requires active participation from all members, encouraging open communication and constructive feedback. CDM aims to promote a shared understanding of the problem or issue, and to identify and evaluate potential solutions. Through collaboration, stakeholders can leverage their collective knowledge, expertise, and perspectives to arrive at a decision that is mutually agreeable and beneficial for all parties involved [
30,
31,
32,
33].
The CDM method has been applied in several fields, such as psychology, social sciences, management, healthcare, supply chain, engineering, and others. According to Blunden [
34], it is not possible to attribute the origin of CDM to a single person or event, instead the method has evolved over time through the integration of various decision-making processes and practices. Different authors, such as Kameda et al. [
30], Cai et al. [
31], Heradio et al. [
32], Arduin et al. [
33] and Zaraté et al. [
35] refer several different usages of the CDM method throughout the 20th Century, showing its increasing usage by companies. That being said, the origins of CDM can be traced to a combination of ideas and practices from several fields, with the method evolving over time through the contributions of many scholars and practitioners [
34].
The CDM method offers several advantages, such as (1) Improving decision quality, by involving multiple stakeholders who bring different perspectives and knowledge to the decision-making process; (2) Promoting inclusiveness of all stakeholders, regardless of their social, cultural or economic position, giving the same opportunity to all stakeholders to participate in the decision-making process and contribute to problem solving; (3) Increasing acceptance and commitment, since all stakeholders are involved in the decision-making process, there is a higher likelihood that the solution will be accepted and everyone will be committed to its implementation; (4) Reducing resistance to change, because all stakeholders are involved in the decision-making process and have an opportunity to express their concerns and needs; (5) Promoting transparency, as all stakeholders have access to relevant information and can track the decision-making process; and (6) Helping to achieve more creative and innovative solutions, involving the participation of multiple stakeholders who can bring innovative ideas and solutions to the decision-making process [
34,
36,
37].
Moving on to the procedure itself, which is firmly anchored in the aforementioned concepts, it aimed to define on one hand, the main tasks expected to be performed by each employee at different hierarchical levels, and on the other hand, the set of employee skills for the same hierarchical levels which would be required in the context of Industry 4.0 environments.
The work developed by Morana and Fonzalez-Feliu [
38] served as the basis of our study, in regard to the organization of the different phases applied. Their study approach that urged the professionals to find a consensus on an unstudied topic and the investigation goals ending with a list of “content”, encouraged us to follow a similar approach. However, there was key difference in the case of skills. In the aforementioned work, the authors do not consider a pre-determined set of indicators; rather, they let the experts openly decide on the set of indicators which are key to them, without any external support. This created an issue, with the individual participants having different ideas on what is a key indicator, which prevented the definition of the categories of indicators. The authors, between the personal knowledge and the sub-group stage, had to define the indicators beforehand, in order to build consensus. Hence, this work provided an impetus for us to define a pre-determined set of skills, rather than letting each individual choose their own [
38].
Our study followed three main steps, preceding with a preliminary step represented in
Figure 1. In the preliminary step, we started with the collection of the set of skills and the creation of the interview protocol. We chose a set of 74 skills, based on different literature reviews, which include but are not limited to World Economic Forum [
39], OECD [
40], Hecklau et al. [
6], Erol et al. [
26] and Benesova and Tupa [
7]. Then, we grouped them into different categories, as suggested by Hecklau et al. [
6]: Technical, Methodological, Social and Personal. Following the preliminary skill-defining step, we built the interview protocol with several steps, comprising open and closed answer questions. Firstly, we have a topic introduction text, that will be read by the interviewees, sharing the study goals and phases, the different set of skills and their definition. Secondly, we define a list of questions to collect the professional information of the interviewees (including their job level, as well as their perceived level of expertise in Industry 4.0 projects and the level of implementation of such projects in their company) in order to build the profile of each responder. Further, by making use of open questions we tap into their expertise, questioning their view on the types of changes they foresee in the employees’ functions at each level due to the implementation of Industry 4.0 projects, as well as the main tasks expected to be performed in the different levels. This interview protocol ends with gathering the interviewees’ opinion on the 10 most important skills, from the set of 74 skills, to perform the mentioned tasks for each hierarchical level (Worker, Middle Manager and Top Manager).
The first step of the study was Initial coding, wherein a total of 30 interviews were conducted to know the individuals’ opinions on both topics, the future tasks in the Industry 4.0 environment and the right skills to successfully perform their jobs. The interviewees were all professionals working in different roles [2 are workers (7%), 20 are part of middle management positions (66%) and 8 are top managers (27%)] in the companies considered for this study. The sampling technique used for this study was purposive or judgmental sampling. As mentioned by Neuman [
41], this sampling technique fits when there is a small sample size and when the intention is to select cases that are particularly informative. For this study, it was used as a heterogeneous sampling strategy. The aim was to obtain a diverse set of control parameters for differences in work culture and expertise or business type, as proposed by Patton [
42]. As such, the interviewees come from different geographical backgrounds (21 Portuguese, 7 German and 2 Polish); the companies they work for belong to different fields (including but not limited to Automotive Industry, Security Systems Industry and Operational Excellence Consultancy); their level of expertise in Industry 4.0 ranged from beginner (18 interviewees) to intermediate (10) to advanced/expert (2). At this stage, some of the interviews were conducted face-to-face, when the distance was not a restriction. Where distance was an obstacle, the interviews were conducted via web conference tools. Each interview took between 30 and 45 min, and the data were collected by writing down the inputs into the interview protocol and latter transcribing it to word processing.
At the end of the first stage, we consolidated and analyzed the data in order to fully comprehend which different tasks were raised for each different level and the list of the main skills needed to successfully fulfill those tasks. This allowed the differentiated identification of the top 10 skills considered individually by each subject, data which could then be used for the subsequent stages of this study. With regard to the main tasks considered by each interviewee, for each hierarchical level, the questions consisted of an open answer. As such, the data needed to be consolidated into key terms in order to be analyzed using a content analysis. As defined by Strauss [
43], this technique aims to code and structure the data by scrutinizing the interview (in this case) step by step; as such, one can infer concepts from the questions’ responses, which will be a fit for the data [
43].
The next stage was Intermediate coding, wherein the interviewees were split into different Group Works, each with 5 participants. These were homogeneous, organized by company and the role within the company, with nationality also being considered as a criterion to a lesser extent (in order to control for differences in work culture). All the Group Works’ meetings took between two and three hours, and were conducted digitally via web conference, in order to mitigate the distances between the participants. The data obtained in the previous step were given to each sub-group. The data consisted of the most frequently occurring tasks, as chosen by each individual, which were subsequently organized into categories through coding, as previously mentioned, and the summary of the skills selected by all participants organized for each hierarchical level. The discussion occurring within each sub-group surfaced a set of tasks most important for each level, as well as a set of skills sorted by repetition. Specifically, the tasks and skills which were deemed most important individually are now fed to each ensemble, in order for them, as a group, to decide on a new set of tasks and top 10 skills. This allowed us to take advantage of the shared expertise of each small group, in order to first obtain a consensus and refine the data.
Finally, in the third iteration—Advanced coding—the results obtained in the previous stages were presented by each sub-group to all the groups. During an almost 4 hour web meeting, there was a discussion among the participants where each proposal was considered by the groups. Following the debate in this Group Concordance phase, the final set of tasks and 10 skills crucial for the three different hierarchical levels were put forth unanimously, thus answering the initial questions posited by this study.
4. Findings and Discussion
Throughout the results and discussion section, we present the evolution of the tasks and skills defined/chosen for each hierarchical level at each methodological phase. The section is split into three phases: Initial coding, i.e., interview analysis where the results of each interview are presented and analyzed; Intermediate coding, i.e., Group Works analysis where the review and conclusions of each Group Work is shown; and Advanced coding, i.e., Group Concordance analysis where the final discussions and results of the participants are presented. In each methodological step, results are split according to each hierarchical level: Workers level, Middle Managers level and Top Managers level.
4.1. Initial Coding: Interview Analysis
The basis for the Initial coding was the 30 conducted interviews, that revealed the participants’ opinion regarding the major tasks that will be performed by the employees at each hierarchical level, and the skills that will be needed to perform them in the future, with the implementation of Industry 4.0 projects and culture.
The interviewees’ answers were split into the two main categories, tasks and skills. On one hand, we decomposed their opinion about the tasks, generating as many codes as possible in order to find similarities and differences between them as well as to begin creating groups of tasks, henceforth denominated as Tasks Categories. On the other hand, we aggregated and clustered the 900 answers on the skills (10 skills per hierarchical level per participant) to once again ascertain the similarities and differences between the participants.
The results obtained are presented in the following section, organized according to hierarchical level and category.
4.1.1. Workers Level—Tasks
From the participants’ interviews, focusing on the Workers level, it was straightforwardly determined that the majority of them have a common view regarding the regular tasks expected to be performed. After analyzing the data from the 30 interviews, it was possible to identify 153 codes (you can find examples of those codes in
Table A1, under
Appendix A) which were divided into eight Tasks Categories, giving rise to
Table 1.
Considering the percentage of participants that mentioned each task category, we can conclude that there is a good agreement on the major tasks to be performed by the employees in the Workers level. The categories “Production Control”, “Machines Maintainability” and “Problem Solving” were referred by all interviewees (100% of frequency of answer), followed by the categories “Machines Programming” and “Product Quality Control”, which were referred by a majority of the participants (23 and 20 participants, respectively).
On the other hand, the categories “Measure and Read KPIs”, “Process Improvement” and “Manual Handling Tasks” have a smaller representation, mentioned by 12 or less interviewees.
These results show a high degree of unanimity on the tasks to be performed in the Workers level, setting a good precedent for the skills needed to face the tasks of the future.
4.1.2. Workers Level—Skills
Keeping the analysis in the Workers level, but shifting the focus to the skills needed to face the tasks of the future, we see that the participants have chosen 59 different skills (from a total of 74 skills), with 49% of the skills being identified by one or two individuals.
Table 2 consists of the 46 skills that were picked out by at least two participants.
Firstly, we can conclude that there is no unanimity on any skill, considering that none of them was selected by all participants (the skill with the highest frequency of answer has 19 out of 30 responses, representing 63%). Furthermore, four skills are identified by more than half of the group. “Equipment Operation and Control” was chosen by 19 of the 30 participants, 17 selected “Digital Skills” and “Teamwork”, and, finally “Equipment Maintenance and Repair” was picked by 16 participants. It can also be concluded that 11 skills were chosen by 10 or more individuals, with the remaining ones being proposed by 9 or less participants.
Taking into account the skill categories but not the individual skills themselves shown in
Table 2, we built the graphs presented in
Figure 2 to show the distribution and understand which skill categories have a greater influence in the Workers level. The left pie chart of
Figure 2 is the representation of all the skill categories and the right chart is the representation of the categories that the top 10 skills fall into.
Analyzing the left chart in
Figure 2, it can be concluded that the distribution focuses mostly on the Personal category (33%, 15 skills out of 46), followed by the Technical and Social categories (26% each, 12 skills of 46), and followed by the Methodological category (15%, 7 skills of 46) with least prevalence. Considering the categories of only the ten most frequently chosen skills, the right chart in
Figure 2 shows that the high majority (70%, 7 skills of 10) of the skills selected belong to the Technical category.
Finally, after conducting all the interviews and analyzing their content, and despite the convergence in the Tasks Categories results, it can be concluded that with each participant having their own vision and opinion and running this phase without support or communication, it becomes extremely hard to get a consensus. Another interesting conclusion that is not reflected in the tables or figures is that a higher level of similarity was found between the replies of participants from the same country and also between replies of interviewees from the same company, showing that both company and nations’ cultures influence the participants’ point of view.
4.1.3. Middle Managers Level—Tasks
From the interview analysis in the Middle Managers level, 111 codes were identified (you can find examples of those codes in
Table A2, under
Appendix A) which were divided into five Tasks Categories.
Table 3 consists of the different identified Tasks Categories.
Similar to the Workers level, a unanimity is found regarding the different tasks that the participants believe the Middle Managers will execute in the future. The first conclusion is related to the number of different Tasks Categories, where the interviewees see no more than five major tasks to perform. Secondly, for four of the five Tasks Categories, there is more than 50% frequency in answers. All participants mentioned both “Lead Workers Teams” and “Analyze KPIs and Performance”, followed by “Drive Problem Solving Projects” with 77% replies (23 participants) and “Drive Improvement Projects” with 60% replies (18 participants).
The category, “Provide Training” is at the bottom, mentioned by 10 of the 30 participants, representing a 33% of the answers.
Analogous to the Workers level, there is a high concordance between the participants, denoting a higher degree of confidence for the list of skills needed in the Middle Managers level.
4.1.4. Middle Managers Level—Skills
The participants picked up 64 different skills (from a total of 74 skills) which they believed would be needed in the Middle Managers level to perform their tasks. Of this, 21 were chosen by only one or two participants.
Table 4 shows the list of the 54 skills that were selected by at least two participants.
Similar to the Workers level, there is no unanimity on the skills required, with only three skills having the consensus of at least half of the participants. The skills “Analytical Thinking” and “Leadership Skills” are the ones with more occurrences (16 of 30 participants have chosen them), followed by the skill “Process Understanding” chosen by half of the group (15 people). Furthermore, in total, only seven skills have more than 10 participants’ votes.
Analyzing the skills categories presented in
Table 4,
Figure 3 shows which skills categories have a greater influence on the Middle Managers level—the graph on the left side considers all the skills from
Table 4, and the right graph analyzes the categories of the top ten most voted skills.
From the left graph shown in
Figure 3, we understand that the distribution changes when compared to the Workers level (
Figure 2). The skills categories focus mainly on two categories—Methodological with 31% (17 skills of 54) and Social with 30% (16 skills of 54). The Technical category has 17% of the responses (9 skills of 54). The right graph in
Figure 3, focusing on categories of the top ten most voted skills, shows that the skills categories distribution changes, with the Social category now receiving a higher response rate (40%, 4 skills of 10) followed by the Technical category (30%, 3 skills of 10). Interestingly, the Methodological skill category now dropped from the highest place in
Figure 2 (31%) to the third place in
Figure 3 (20%).
In conclusion, similar to what was observed in the Workers level, the alignment with regard to the Tasks Categories in the Middle Managers level did not translate into the same results in the skills. The interview results show that we are still far from reaching a consensus.
4.1.5. Top Managers Level—Tasks
Moving on to the Top Managers level, the higher company hierarchical level, the analysis of the interviews generated 127 codes (you can find examples of those codes in
Table A3, under
Appendix A), divided into eight different Tasks Categories, presented in
Table 5.
Once again, we can find a consensus on the major tasks expected to be performed by the Top Managers. Half of the Tasks Categories were mentioned by more than half of the participants. The categories “Define Strategy”, “Define Next I4.0 Projects to Run” and “Define Company Targets” were mentioned by all the 30 participants and the category “Analyze KPIs and Performance” was stated by 19 interviewees (63%). Finally, the “Provide Training” category is mentioned by 10 of the 30 participants, representing a 33% of the answers frequency.
On the other hand, the other half of the categories were mentioned by a smaller number of participants. “Interact with Customer” was mentioned by 27% of the participants (8 of 30), “Define Investments” by 23% of the participants (7 of 30), “Find Talent/Employees” by only 2 participants (7%) and “Promote Employees Qualification” by only a single participant (3%).
Here again, we can see a consensus regarding some of the tasks with a high frequency of answer, and in some Tasks Categories with a small frequency of answer, showing that there is some space for debate and enhancement of the results.
4.1.6. Top Managers Level—Skills
With regard to the future skills for the Top Managers level, the interviewees selected a total of 50 different skills from the original list consisting of 74 skills. A total of 39% of the skills were chosen by one or two participants.
Table 6 presents the list of the 50 skills that were picked out by at least two participants.
Following the same tendency found for the previous levels, here too, no unanimous decision was reached regarding any skill. In fact, only one skill was identified by half of the interviewees, “Judgement and Decision Making” which was chosen by 15 of the 30 participants. Furthermore, it is seen that only seven skills were picked out by more than 10 participants, leaving the remaining ones to be proposed by nine or less participants.
By analyzing the data displayed in
Table 6, the graphs presented in
Figure 4 are obtained; the chart on the left shows the top skills categories in the Top Managers level the most and the right chart shows the categories of the top ten skills most chosen by the participants.
From the left chart in
Figure 4, we can conclude that the Personal category is the one with the highest influence (34%, 17 skills of 50), followed very closely by both Methodological and Social categories (28% each, 14 skills of 50). The Technical category is considerably less influential in the Top Managers level (only 10%, 5 skills of 50). Analysis of the right chart, which focuses on the categories of the ten most frequently chosen skills, shows that the Methodological and Social categories exert the most influence, with a total of 90% of the skills (50% and 40%, respectively).
Lastly, and following the trend of the previous levels, it was not possible to find a consensus between the interviewees.
4.2. Intermediate Coding: Group Works Analysis
In order to develop the Intermediate coding, the results obtained in the previous stage were shared with all the 30 participants. After creating the six Group Works, we oversaw a meeting with each one where both topics—tasks and skills for the future—were discussed. In the following section, the consolidated results obtained from the discussion within the Group Works are presented, once again organized according to each hierarchical level.
4.2.1. Workers Level—Tasks
Table 7 shows the results of the six Group Works in the Workers level.
From
Table 7, it can be discerned that all the Tasks Categories remain the same as in the first analysis, although some are mentioned only by a small number of Group Works. All Group Works listed the following Tasks Categories: “Production Control”, “Machines Maintainability”, “Problem Solving”, “Machines Programming”, “Product Quality Control” and “Measure and Read KPIs”.
On the other hand, the category “Manual Handling Tasks” was mentioned only by two Group Works (33%) and the category “Process Improvement” was mentioned by only one (17%). Considering the written memos collected during the Group Works activities, the reason for the Group Works to exclude the “Manual Handling Tasks” as one of the major responsibilities of the Workers level is that it is a part of another Tasks Category—“Production Control”—therefore, they did not see the need to separate them. With regard to the category “Process Improvement”, the Group Works that excluded it from the main tasks explained that they believe it is a task to be performed in the Middle Managers level.
From the results presented herein, we can conclude that there is a good level of common agreement between the Group Works, since all of them mentioned the six Tasks Categories.
4.2.2. Workers Level—Skills
The Group Works also evaluated the skills for the future in the Workers level.
Table 8 shows the list of skills selected by the Group Works.
Upon comparing
Table 2 and
Table 8, it is observed that the number of different selected skills reduced drastically from 46 to just 18, which is more than half. It is also discerned that there are variations in the skills’ ranking between both tables. The skills “Process Understanding”, “Quality Control” and “Logical Reasoning” are the ones with a more significant ranking change (minimum increase of five positions).
Analyzing the frequency of selection, it is possible to determine that four skills were selected by all Group Works; “Digital Skills”, “Equipment Operation and Control”, “Process Understanding” and “Teamwork”. Moreover, ten skills were chosen by at least half of the Group Works.
The analysis of the skills categories, facilitates the creation of the graphs presented in
Figure 5, which helps to understand the categories that have a greater influence on the Workers level. The left chart in the graph considered all skills presented in
Table 8, while the right chart considered the categories of the top ten skills most chosen by the interviewees.
Taking into account the data presented in the left chart in
Figure 5, we understand that the Technical category has a very high prevalence when compared with the remaining ones (55%, 10 skills of 18). On the other hand, the right chart, focusing on the categories of the top ten skills most chosen by the interviewees, shows that the Technical category achieves the highest importance with 70% of the skills. To conclude, the Group Works phase have some consensus with regard to the top four skills in the Workers level.
4.2.3. Middle Managers Level—Tasks
Table 9 represents the combined results of the six Group Works in the Middle Managers level.
Analyzing
Table 9, we can conclude that all Group Works are in agreement regarding the main tasks that are of most importance in the Middle Managers level. All Tasks Categories—“Lead Workers Teams”, “Analyze KPIs and Performance”, “Drive Problem Solving Projects”, “Drive Improvement Projects” and “Provide Training”—were selected by all Group Works.
At this stage, for the hierarchical level of Middle Managers, we can conclude that there is an agreement on the main tasks that are to be performed.
4.2.4. Middle Managers Level—Skills
Focusing on the skills for the future in the Middle Managers level,
Table 10 shows the results obtained from the six Group Works.
Comparing the number of skills chosen between
Table 4 and
Table 10, we can conclude that it has reduced from 54 to only 18, which is almost a decrease of one third. Taking into account the skill rankings between both tables, represented on the last column of
Table 10, we can conclude that seven skills had a bigger ranking change. In the first half of
Table 10, “Digital Skills”, “ICT Literacy” and “Communication” improved by four positions, and in the second half, “Troubleshooting”, “Judgement and Decision Making”, “Monitoring Self and Others” and “Teamwork” skills improved by a minimum of six positions.
Taking into account the frequency of selection, once more four skills were selected most by all six Group Works—“Digital Skills”, “ICT Literacy”, “Analytical Thinking” and “Leadership Skills”. We can also conclude that 11 skills were chosen by at least half of the Groups.
Reorganizing the data by skills categories, allows us to build the graphs represented in
Figure 6, to observe the categories that have a higher predominance in the Middle Managers level.
Analyzing the chart on the left side in
Figure 6, as opposed to the Workers level, it can be seen that the percentages are split mainly across the three categories—Technical (28%, 5 skills of 18), Methodological and Social (each 33%, 6 skills of 18). Focusing only on the ten most chosen skills, the right chart of the
Figure 6 graph shows that the Technical category has a higher importance with 40% of the skills, followed by the Social category (with 30% of the skills) and the Methodological category (with 20% of the skills).
Similar to the previously analyzed level, at the end of the Group Works phase we can see a partial consensus on four skills out of the top ten skills required in the Middle Managers level.
4.2.5. Top Managers Level—Tasks
The Top Managers level was the hierarchical level that brought about more discussions within each Group Work. At the end of the Group Works sessions we were able to build
Table 11.
Detailed analysis of
Table 11 reveals several important conclusions.
Firstly, although the total number of Tasks Categories remains the same (eight categories), two of them were excluded from the previous phase of the Group Works phase, and two new Tasks Categories are listed in their stead.
The task category “Find Talent/Employees” was excluded by the Group Works, based on the argument that it is much more related to the Middle Managers level and should not be part of the main focus in the Top Managers level. In addition, the task category “Promote Employees Qualification” was no longer considered by any Group Work for the same reason (conclusion arrived from the written memos of the Group Works phase).
One of the new Tasks Categories mentioned is “Interact with External Partners”, which is an evolution brought by some Group Works, based on the Category “Interact with Customers” through the argument that the new category is more complete and covers more responsibilities of the Top Managers. Along the same lines, the task category “Analyze Company KPIs” is a refinement of the category “Analyze KPIs and Performance”, based on the argument that the Top Managers level must focus on analyzing the major plant results and KPIs, not the detailed performance of each department (analysis taken from the written memos of the Group Works phase).
Additionally, important to conclude is the fact that six of the eight Tasks Categories were listed by half or more Group Works, while showing a good level of agreement between them.
4.2.6. Top Managers Level—Skills
Finally, the analysis of the results stemming from the six Group Works on the skills needed for the Top Managers level is presented in
Table 12.
It can be noticed that there is a decrease in the number of skills selected when comparing
Table 6 with
Table 12. From a list of 50 skills, the Group Works selected 17 of them, representing 34%. Comparing the skills rankings between both tables, shown in the last column of
Table 12, it can be seen that the majority of them changed position, especially six of them, with a minimum change of four positions. Special attention should be given to “Critical Thinking”, “Management of Financial Resources” and “Respect for others”, from the first half of the table, which had changes of at least four positions.
Analyzing the frequency of selection, it can be discerned that three skills were selected by all six Groups—“Entrepreneurial Thinking”, “Judgement and Decision Making” and “Leadership Skills”. A total of eleven skills were chosen by at least half of the Groups.
Regrouping the data by skills categories, results in the following graphs presented in
Figure 7.
From the left chart in
Figure 7, it can be seen that two of the categories have a higher influence—Methodological (with 35%, 6 skills of 17) and Social (with 47%, 8 skills of 17). Focusing on the categories of the ten most frequently chosen skills, the right chart confirms that the Methodological (with 50% of the skills) and the Social (with 40% of the skills) categories have a very high degree of importance in the Top Managers level.
Lastly, after the Group Works phase, it was possible to reach a partial consensus on three out of the top ten skills in the Top Managers level.
4.3. Advanced Coding: Group Concordance Analysis
The basis for the advanced coding development was the results achieved in the previous stage, shared with all Group Works. In the final meeting, each Group Work presented their arguments for the tasks and skills selection, ending with a discussion and a consensus on the Tasks Categories and the ten most important skills to have in the future, for each hierarchical level.
4.3.1. Workers Level—Tasks
Concerning the Workers level, all participants discussed and streamlined the Tasks Categories for 30 min, the results of which are presented in
Table 13.
Analyzing
Table 13, and comparing it with
Table 7, it is observed that the number of Tasks Categories decreased from eight to six. In the previous phase, a consensus was reached in six Tasks Categories, with the remaining two being selected by only one or two Group Works. After a period of discussion, all participants agreed to keep only the six main Tasks Categories, with the reasoning that the task category “Manual Handling Tasks” would be included inside the task category “Production Control”, and the task category “Process Improvement” would not be part of the main focus during a working day.
That being said, all participants were able to reach a consensus with regard to the major tasks that will be performed in the future in the Workers level.
4.3.2. Workers Level—Skills
Using the momentum coming from the consensus in the tasks for the Workers level, the participants focused then on the skills needed to perform those tasks. After the Group Works presentation and discussion, the results presented in
Table 14 were obtained.
Analyzing
Table 14, specifically the final column, it is understood that there were no big surprises when it was time to refine the skills list and define the top ten skills to have in the Workers level. It took roughly 45 min to reach a consensus among all interviewees. The large majority was already well placed in the previously mentioned
Table 8, having only one skill coming out of the most voted ones in the previous phases.
Focusing on the skills categories in the graph represented in
Figure 8, we can conclude that the category with a higher preponderance is the Technical one, representing 80% of the skills. On the other hand, the Social and Personal categories only represent 10% each, and the skills related to the Methodological category have no presence at all.
4.3.3. Middle Managers Level—Tasks
Discerning the Tasks in the Middle Managers level was the most straightforward part of the meeting. In 15 min, all Group Works presented their results and closed the Tasks Categories topic; they selected the same Tasks Categories as in the previous phase. In
Table 15, we list the final agreement of all the participants with regard to the main Tasks Categories for the Middle Managers level.
4.3.4. Middle Managers Level—Skills
Table 16 represents the consensus for the top ten skills needed in the Middle Managers Level to perform the previously defined tasks in the Industry 4.0 world.
Half an hour was the time needed to reach a final consensus for the Middle Managers level. As it is possible to observe in the rightmost column of
Table 16, the final list of skills chosen is similar to the ones selected more often in the previous phases, thus there was no surprises in the final results.
Considering the skills categories and the represented data in the graph of
Figure 9, we can conclude that the distribution is more balanced throughout the different categories. The Technical category still is the one with higher preponderance; the Social one gains more importance in this level (30% presence), and the Methodological category starts to have some presence, corresponding to 20% of the skills.
4.3.5. Top Managers Level—Tasks
Finally, for the Top Managers level, the results presentation from each Group Work took longer and also had a longer discussion between the participants, due to the new Tasks Categories created by some Group Works (approximately 45 min).
Table 17 contains the final list of Tasks Categories that will take the majority of the Top Managers time.
During the Group Works results explanation, it could be seen that some groups were trying to explain the same content using different Tasks Categories. “Interact with External Partners” was a more detailed definition of “Interact with Customers”, and “Analyze Company KPIs” was a more detailed version of “Analyze KPIs and Performance”.
It took some time to reach an agreement on this detailed evolution of some Tasks Categories between the Group Works; however, at the end, all participants agreed and defined the final list of the main five Tasks Categories.
4.3.6. Top Managers Level—Skills
Table 18 shows the final list of the most important skills needed to manage the future tasks at the Top Managers level.
Once more, it was not hard to reach a final agreement on the ten most important skills in the Top Managers level. After 45 min of discussion, the list was created. As seen in the final column in
Table 18, almost all skills were already well placed in the previous phase, with only one skill that was out of the top ten in the previous phase being considered now—“Networking Skills”.
Analyzing the categories of the ten most important skills in the Top Managers level, we see an equal distribution between the Methodological and the Social categories (a total of five skills for each group).
4.4. Theoretical and Managerial Implications
The results obtained in the present paper have several important implications. Firstly, it turned the attention to the split analysis performed on the different hierarchical levels, and the parallel analysis performed on the three main hierarchical categories; Workers level, Middle Managers level and Top Managers level. Considering several studies available in the science medium which only focus on the study of the future skills that will be needed in an environment of Industry 4.0, and are thus not directly comparable, the results of this study are presented in a more generic fashion with regard to the profile of the worker or user. Studies by Hecklau et al. [
6], Erol et al. [
26], Benesova and Tupa [
7], Blayone and VanOostveen [
8], Alharbi [
9] and Baethge-Kinsky [
10] are some examples of that follow this approach. Our study shows results segregated according to each hierarchical level, providing deeper and more accurate results.
Secondly, this study considered the analysis of the main daily tasks expected to happen in the future Industry 4.0 as a starting point to define the skills needed. Again, in the literature, we can find examples of studies (including Hecklau et al. [
6] and Benesova and Tupa [
7]) that focus on the changes and challenges coming with the Industry 4.0, but not establishing a direct connection with the daily tasks expected to be run in the future by the employees. However, this research uses the experience of the experts in order to define the main tasks expected to emerge in each hierarchical level, based on the future features of the Industry 4.0. In our opinion, this approach gives a proper basis to define the group of skills that will be needed in the future environment of Industry 4.0.
Lastly, for each hierarchical level, this research considers the list of the most important skills required to adequately execute the future Industry 4.0 tasks. It is to be noted that the aforementioned studies focus only on listing the different existing skills that should be present in the future employees, and not on ranking them based on their importance which should be developed as a priority. The present study, on the other hand, focused on finding the ten most important skills for each hierarchical level, whilst also not excluding the importance of each skill, leading to more accurate and precise results.
The findings of this study have implications not only for academia, but also for the professional world. An important insight provided by this study is connected to the way in which companies can prepare to smoothly manage the changes. Considering the obtained results, the companies may study and compare their own employees’ skills and understand the current gaps, and focus on providing trainings to improve the needed skills. With regard to the state of the art, our paper contributes to science knowledge since, as far as we are aware, this is one of the first studies to use the Collaborative Decision Making method to develop a set of the most important tasks and skills that future work environment will demand in the different hierarchical levels of the organizations.
5. Conclusions
This study focused firstly on the tasks expected to be executed in the future in the growing Industry 4.0 and, secondly on the main skills required to face those tasks. Moreover, this study did not consider the full group of professionals as one single entity, rather opting to split it into the three main categories in a company: worker, middle management and top management.
With regard to the method applied in this study, i.e., the applied Collaborative Decision Making method, we are satisfied with the relation between effort and benefit. Although the method demands a continuous study and analysis of the results, as it requires a vast amount of time to manage the different iterations, the benefits are very significant. At the end of the interviews (first phase), it was concluded that a consensus was extremely hard to find. However, through the development of the subsequent phases, it was possible to get a higher consensus, as by the end of the applied method a complete agreement between the interviewees was reached.
In response to the first research question (Q1), regarding the tasks expected to be performed in the future I4.0 environment, the Group Concordance reveals different tasks for each hierarchical level. In regard to the Workers level, the group concluded that their main tasks are related to technical usage of the machinery, control of production and products, measurement and analysis of indicators and problem solving. For the Middle Managers level, the participants established the management of problem solving and improvement projects, the management of teams’ tasks and training and the analysis of indicators and performance, as the main responsibilities. Finally, in the Top Managers level, the groups defined that they will be focusing on the definition of company strategy and projects, on deep analysis of company results and targets definition, as well as on the interaction with external partners.
For the second research question (Q2), which probes into the skills needed to execute the tasks mentioned in the previous research question, the results achieved by the interviewees mostly show a different spectrum of skills for each hierarchical level. On one hand, in the Workers level, majority of skills belong to the Technical category whilst the Social and Personal categories has low dominance and the Methodological skills have no presence at all. On the other hand, in the Middle Managers level, the list of skills shows a greater split between categories, with a higher predominance of the Technical and Social categories and a lower dominance of the Methodological and Personal categories. Finally, in the Top Managers level, the skills are split between the Methodological and Social categories, whilst the remaining two categories not present at all.
Some limitations of this research should be noted. Firstly, although there was a participation of 30 people, it would be preferable to have a better balance between the number of workers, middle managers and top managers, in order to have a higher degree of consistency in the results. Secondly, although the participants come from different countries and industries, all 30 of them are from Europe; as such, it could be interesting to extend the method to other continents, in order to infuse the results with a global perspective. Thirdly, the sample does not represent all areas of knowledge. Thus, our results are only representative for the setting in which they were studied.
Future research is needed to further this pilot study. Having identified the required skills for the Workers level, Middle Managers level and Top Managers level in an Industry 4.0 environment, one possible direction for the development of this research in the future is to understand the current gaps existing in the skills needed in the future, applied to both an industry environment and an academic one. Another possible direction is to conduct research related to the steps required to cover the skill gaps, again for both environments, industry and academia. The development of the skills needed in the future Industry 4.0 is, nevertheless, an important subject to increase efficiency and competitiveness in companies. Finally, the validation of the research findings through a questionnaire in different contexts and sectors that differ from the actual research setting could also be another possible contribution.
As a final remark, it should be noted that there is no doubt that the Fourth Industrial Revolution has an important role in improving performance of the industries’ sustainability, particularly concerning the environmental aspects; for instance it can help in monitoring the equipment’s state and energy consumption, or monitoring the employees’ work conditions in real time, and analyzing the collaborative relationship between robots and workers. Moreover, the importance of improving principles, skills and practices in Industry 4.0, either at the bottom level or at the top managers level, is also reported in the bibliography. Hence, this paper can be an important step to promote sustainability in industries, beyond their competitive advantages and economic benefits.