A kiegészítő IT-befektetések hatása a vállalati szintű versenyképességre

Szerzők

DOI:

https://doi.org/10.14267/VEZTUD.2024.11.01

Kulcsszavak:

versenyképesség, digitalizáció, információtechnológia, erőforrás-alapú szemlélet

Absztrakt

A digitalizáció és a versenyképesség napjainkban kiemelten fontos témák, mivel ezek határozzák meg, hogy mely vállalatok lesznek képesek túlélni és növekedni egy gyorsan változó környezetben. A szerzők tanulmánya az információtechnológiai (IT) beruházások cégek versenyképességére gyakorolt hatását vizsgálja a dinamikus képességek elméletén keresztül, annak érdekében, hogy meg lehessen érteni, hogy az IT-befektetések hogyan teszik lehetővé a cégek számára a digitális átalakuláshoz való alkalmazkodást és az értékteremtést. A tanulmányban kauzális ökonometriai módszertant használva tesztelik azt a hipotézist, hogy a többlet IT-befektetések pozitívan fokozzák a cégek növekedését, hatékonyságát és tőkefelhalmozását, amelyek az előretekintő versenyképesség kulcsfontosságú indikátorai. A hipotéziseket 65536 magyar vállalat 1999 és 2014 közötti adatait tartalmazó adatbázisán vizsgálták. Az empirikus bizonyítékok megerősítették azon hipotéziseiket, hogy a többlet IT-beruházások és a vállalati növekedési képessége, hatékonysága és tőkefelhalmozásának sebessége között pozitív kapcsolat áll fent. Az eredmények azt mutatják, hogy egy kisméretű informatikai beruházás nem javítja érdemben a vállalatok hatékonyságát, miközben a túlzó méretű támogatások irracionális, nem értékteremtő IT-beruházások megvalósulását is eredményezték.

Letöltések

Letölthető adat még nem áll rendelkezésre.

Szerző életrajzok

Balázs Fejes, Budapesti Corvinus Egyetem

oktatói munkatárs

Miklós Stocker, Budapesti Corvinus Egyetem

egyetemi docens

Hivatkozások

Adaga, E.M., Okorie, G.N., Egieya, Z.E., Ikwue, U., Udeh, C.A., DaraOjimba, D.O., & Oriekhoe, O. I. (2024). The role of big data in business strategy: A critical review. Computer Science & IT Research Journal, 4(3), 327– 350. https://doi.org/10.51594/csitrj.v4i3.686

Ambrosini, V., & Bowman, C. (2009). What are dynamic capabilities and are they a useful construct in strategic management? International Journal of Management Reviews, 11(1), 29–49. https://doi.org/10.1111/j.1468-2370.2008.00251.x

Amit, R., & Schoemaker, P.J.H. (1993). Strategic Assets and Organizational Rent. Strategic Management Journal, 14(1), 33-46. https://doi.org/10.1002/smj.4250140105

Anderson, M.C., Banker, R.D., & Ravindran, S. (2006). Value Implications of Investments in Information Technology. Source: Management Science, 52(9), 1359-1376. https://www.jstor.org/stable/20110610

Asemokha, A., Musona, J., Torkkeli, L., & Saarenketo, S. (2019). Business model innovation and entrepreneurial orientation relationships in SMEs: Implications for international performance. Journal of International Entrepreneurship, 17(3), 425–453. https://doi.org/10.1007/s10843-019-00254-3

Atzori, L., Iera, A., & Morabito, G. (2010). The Internet of Things: A survey. Computer Networks, 54(15), 2787–2805. https://doi.org/10.1016/j.comnet.2010.05.010

Barney, J. (1991). Firm Resources and Sustained Competitive Advantage. Journal of Management, 17(1), 99–120. https://doi.org/10.1177/014920639101700108

Bartel, A., Ichniowski, C., & Shaw, K. (2007). How does information technology affect productivity? Plant-level comparisons of product innovation, process improvement, and worker skills. The Quarterly Journal of Economics, 122(4), 1721–1758. https://academic.oup.com/qje/article/122/4/1721/1850517

Bitencourt, C.C., de Oliveira Santini, F., Ladeira, W.J., Santos, A.C., & Teixeira, E.K. (2020). The extended dynamic capabilities model: A meta-analysis. European Management Journal, 38(1), 108–120. https://doi.org/10.1016/j.emj.2019.04.007

Boda, G., Juhász, P., & Stocker, M. (2009). A tudás mint termelési tényező. Köz-Gazdaság, 4(3), 117–132. https://retp.eu/index.php/retp/article/view/996/947

Borenstein, M., Hedges, L.V., Higgins, J.P.T., & Rothstein, H.R. (2010). A basic introduction to fixed-effect and random-effects models for meta-analysis. Research Synthesis Methods, 1(2), 97–111. https://doi.org/10.1002/jrsm.12

Brynjolfsson, E., Rock, D., Syverson, C., Abrams, E., Agrawal, A., Autor, D., Benzell, S., Gans, J., Goldfarb, A., Goolsbee, A., Saint-Jacques, G., Meyer, A., & Tratjenberg, M. (2017). Artificial intelligence and the modern productivity paradox: A clash of expectations and statistics. http://www.nber.org/papers/w24001

Buckley, P.J., Pass, C.L., & Prescott, K. (1988). Measures of international competitiveness: A critical survey. Journal of Marketing Management, 4(2), 175–200. https://doi.org/10.1080/0267257X.1988.9964068

Capobianco-Uriarte, M.M., Casado-Belmonte, M.P., Marín-Carrillo, G.M., & Terán-Yépez, E. (2019). A bibliometric analysis of international competitiveness (1983-2017). Sustainability, 11(7), 1877. https://doi.org/10.3390/su11071877

Cavalcante, S., Kesting, P., & Ulhøi, J. (2011). Business model dynamics and innovation: (re)establishing the missing linkages. Management Decision, 49(8), 1327–1342. https://doi.org/10.1108/00251741111163142

Chen, M., Mao, S., & Liu, Y. (2014). Big data: A survey. Mobile Networks and Applications, 19(2), 171–209. https://doi.org/10.1007/s11036-013-0489-0

Chen, X., Zou, H., & Wang, D.T. (2009). How do new ventures grow? Firm capabilities, growth strategies and performance. International Journal of Research in Marketing, 26(4), 294–303. https://doi.org/10.1016/j.ijresmar.2009.08.004

Chiappori, P.A., & Salanié, B. (2016). The econometrics of matching models. Journal of Economic Literature, 54(3), 832–861. https://doi.org/10.1257/jel.20140917

Chikán, A. (2003). A kettős értékteremtés és a vállalat alapvető célja. Vezetéstudomány, 34(5), 10–12. https://unipub.lib.uni-corvinus.hu/4363/

Chikán, A. (2006). A vállalati versenyképesség mérése. Pénzügyi Szemle, 51(1), 42–56.

Chikán, A. (2008). National and firm competitiveness: A general research model. Competitiveness Review, 18(1–2), 20–28. https://doi.org/10.1108/10595420810874583

Chikán, A., Czakó, E., Kiss-Dobronyi, B., & Losonci, D. (2022). Firm competitiveness: A general model and a manufacturing application. International Journal of Production Economics, 243, 108316. https://doi.org/10.1016/j.ijpe.2021.108316

Danneels, E. (2011). Trying to become a different type of company: Dynamic capability at Smith Corona. Strategic Management Journal, 32(1), 1–31. https://doi.org/10.1002/smj.863

Danneels, E. (2012). Second-order competences and Schumpeterian rents. Strategic Entrepreneurship Journal, 6(1), 42–58. https://doi.org/10.1002/sej.1127

Danneels, E. (2015). Survey measures of first- and second- order competences. Strategic Management Journal, 37(10), 2174–2188. https://doi.org/10.1002/smj.2428

Davenport, T.H., & Westerman, G. (2018). Business Models Why So Many High-Profile Digital Transformations Fail. Harvard Business Review. https://hbr.org/2018/03/why-so-many-high-profile-digital-transformations-fail

De Stefano, T., Kneller, R., & Timmis, J. (2014). The (Fuzzy) Digital Divide: The Effect of Broadband Internet Use on UK Firm Performance. Discussion Papers, University of Nottingham, School of Economics. https://econpapers.repec.org/scripts/redir.pf?u=https%3A%2F%2Fwww.nottingham.ac.uk%2Feconomics%2Fdocuments%2Fdiscussion-papers%2F14-06.pdf;h=repec:not:notecp:14/06

Diermeier, M., & Goecke, H. (2017). Productivity, technology diffusion and digitization Productivity, Technology Diffusion and Digitization. CESifo Forum, 18(1), 26–32. https://hdl.handle.net/10419/166707

Drótos, G., & Móricz, P. (2012). A vállalati informatika szerepe a versenyképesség alakításában a pénzügyi és gazdasági válság időszakában. Vezetéstudomány, 42(2. kül), 80-89. https://doi.org/10.14267/VEZTUD.2012.ksz2.08

Eisenhardt, K.M., & Martin, J.A. (2000). Dynamic Capabilities: What Are They? Strategic Management Journal, 21(10/11, Special Issue), 1105–1121. https://www.jstor.org/stable/3094429

Farida, I., & Setiawan, D. (2022). Business Strategies and Competitive Advantage: The Role of Performance and Innovation. Journal of Open Innovation: Technology, Market, and Complexity, 8(3). https://doi.org/10.3390/joitmc8030163

Fichman, R.G., Dos Santos, B.L., & Zheng, Z. (2014). Digital Innovation as a Fundamental and Powerful Concept in the Information Systems Curriculum. MIS Quarterly, 38(2), 329–354. https://doi.org/10.2307/26634929

Gandomi, A., & Haider, M. (2015). Beyond the hype: Big data concepts, methods, and analytics. International Journal of Information Management, 35(2), 137–144. https://doi.org/10.1016/j.ijinfomgt.2014.10.007

Gertler, P.J., Martinez, S., Premand, P., Rawlings, L.B., & Vermeersch, C.M.J. (2011). Impact Evaluation in Practice. The International Bank for Reconstruction and Development/The World Bank. http://www.worldbank.org/pdt

Gobble, M.A.M. (2018). Digital Strategy and Digital Transformation. Research Technology Management, 61(5), 66–71. https://doi.org/10.1080/08956308.2018.1495969

Gorynia, M. (2005). Competitiveness of firms from Ziemia Lubuska and Poland’s accession to the European. Journal of East European Management Studies, 10(3), 195-217. https://www.jstor.org/stable/23281056

Gozman, D., Liebenau, J., & Mangan, J. (2018). The Innovation Mechanisms of Fintech Start-Ups: Insights from SWIFT’s Innotribe Competition. Journal of Management Information Systems, 35(1), 145–179. https://doi.org/10.1080/07421222.2018.1440768

Grant, R.M. (1991). The resource-based theory of competitive advantage: Implications for strategy formulation. California Management Review, 33(3), 114–135. https://doi.org/10.1016/b978-0-7506-7088-3.50004-8

Helfat, C.E., & Winter, S.G. (2011). Untangling dynamic and operational capabilities: Strategy for the (N) ever-changing world. Strategic Management Journal, 32(11), 1243–1250. https://doi.org/10.1002/smj.955

Ilmudeen, A., Bao, Y., Alharbi, I.M., & Zubair, N. (2020). Revisiting dynamic capability for organizations’ innovation types: Does it matter for organizational performance in China? European Journal of Innovation Management, 24(2), 507–532. https://doi.org/10.1108/EJIM-06-2019-0144

Ketels, C.H.M. (2016). Review of Competitiveness Frameworks. National Competitiveness Council. https://www.hbs.edu/ris/Publication%20Files/Review%20of%20Competitiveness%20Frameworks%20_3905ca5f-c5e6-419b-8915-5770a2494381.pdf

Krugman, P. (1994). Competitiveness: A Dangerous Obsession. Foreign Affairs, 73(2), 28-44. http://gesd.free.fr/krugman94.pdf

Lafuente, E., Leiva, J.C., Moreno-Gómez, J., & Szerb, L. (2020). A nonparametric analysis of competitiveness efficiency: The relevance of firm size and the configuration of competitive pillars. BRQ Business Research Quarterly, 23(3), 203–216. https://doi.org/10.1177/2340944420941440

Lafuente, E., Szerb, L., & Rideg, A. (2020). A system dynamics approach for assessing SMEs’ competitiveness. Journal of Small Business and Enterprise Development, 27(4), 555–578. https://doi.org/10.1108/JSBED-06-2019-0204

Lawrence, J.E., & Tar, U.A. (2010). Barriers to ecommerce in developing countries. Information, Society and Justice, 3(1), 23–35. https://eprints.londonmet.ac.uk/88/1/InformationSocietyAndJustice_v3n1_p23-35.pdf

Lee-Kelley, L., Gilbert, D., & Mannicom, R. (2003). How e-CRM can enhance customer loyalty. Marketing Intelligence & Planning, 21(4), 239–248. https://doi.org/10.1108/02634500310480121

Lepak, D.P., Smith, K.G., & Taylor, M.S. (2007). Introduction to special topic forum: value creation and value capture: a multilevel perspective. The Academy of Management Review, 32(1), 180-194. https://www.jstor.org/stable/20159287

Lin, H. F., Su, J. Q., & Higgins, A. (2016). How dynamic capabilities affect adoption of management innovations. Journal of Business Research, 69(2), 862–876. https://doi.org/10.1016/j.jbusres.2015.07.004

Losonci, D., & Borsos, J. (2015). A lean menedzsment és a vállalati versenyképesség kapcsolata. Vezetéstudomány, 46(7), 52–62. https://doi.org/10.14267/veztud.2015.07.05

Márkus, G., & Rideg, A. (2021). A magyar mikro-, kis és középvállalatok versenyképessége és pénzügyi teljesítménye. Közgazdasági Szemle, 68(6), 617–644. https://doi.org/10.18414/ksz.2021.6.617

Matt, C., Hess, T., & Benlian, A. (2015). Digital transformation strategies. Business and Information Systems Engineering, 57(5), 339–343. https://doi.org/10.1007/s12599-015-0401-5

McAfee, A., & Brynjolfsson, E. (2012). Big data: the management revolution. Harvard Business Review, (Oct), 60–69. https://hbr.org/2012/10/big-data-the-management-revolution

McFetridge, D.G., & Rao, S. (1995). Competitiveness: Concepts and measures. Gouvernement du Canada - Industrial Organization 5, Gouvernement du Canada - Industry Canada.

McKelvie, A., & Davidsson, P. (2009). From resource base to dynamic capabilities: An investigation of new firms. British Journal of Management, 20(SUPP. 1), S63-S80. https://doi.org/10.1111/j.1467-8551.2008.00613.x

Móricz, P. (2022). A magyarországi vállalatok digitális képessége a pandémia előtt. Vezetéstudomány, 53(3), 2–18. https://doi.org/10.14267/V

Móricz, P., Marciniak, R., & Baksa, M. (2022). Excellence and renewal - digital transformation patterns in the Hungarian business services sector. Vezetéstudomány, 53(5), 32–44. https://doi.org/10.14267/VEZTUD.2022.05.03

Muraközy, B., & Telegdy, Á. (2020). The effects of EU-funded enterprise grants on firms and workers. Journal of Comparative Economics, 51(1), 216-234. https://doi.org/10.1016/j.jce.2022.09.001

Oliner, S.D., & Sichel, D.E. (2000). The resurgence of growth in the late 1990s: is information technology the story? Journal of Economic Perspectives, 14(4), 3–22. https://pubs.aeaweb.org/doi/pdfplus/10.1257/jep.14.4.3

Oztemel, E., & Gursev, S. (2020). Literature review of Industry 4.0 and related technologies. Journal of Intelligent Manufacturing, 31(1), 127–182. https://doi.org/10.1007/s10845-018-1433-8

Parida, V., Sjödin, D., & Reim, W. (2019). Reviewing literature on digitalization, business model innovation, and sustainable industry: Past achievements and future promises. Sustainability, 11(2), 391. https://doi.org/10.3390/su11020391

Peng, M., Li Sun, S., Pinkham, B., & Chen, H. (1983). The institution-based view as a third leg for a strategy tripod. Academy of Management Perspectives, 23(3), 63-81. https://doi.org/10.5465/AMP.2009.43479264

Peng, M.W. (2002). Towards an institution-based view of business strategy. Asia Pacific Journal of Management, (19), 251-267. https://doi.org/10.1023/A:1016291702714

Peng, M.W., Li Sun, S., Pinkham, B., & Chen, H. (2009). The institution-based view as a third leg for a strategy tripod. Academy of Management, 23(3), 63-81. https://journals.aom.org/doi/10.5465/amp.2009.43479264

Penrose E. (1959). The Theory of the Growth of the Firm. John Wiley & Sons.

Pisano, G.P. (2017). Toward a prescriptive theory of dynamic capabilities: Connecting strategic choice, learning, and competition. Industrial and Corporate Change, 26(5), 747–762. https://doi.org/10.1093/icc/dtx026

Pohle, G., & Chapman, M. (2006). IBM’s global CEO report 2006: Business model innovation matters. Strategy and Leadership, 34(5), 34–40. https://doi.org/10.1108/10878570610701531

Porter, M.E. (1980). Competitive Strategy. Free Press.

Porter, M.E. (2001). Strategy and the Internet. Harvard Business Review, (3), 63-78. https://hbr.org/2001/03/strategy-and-the-internet

Porter, M.E., & Heppelmann, J.E. (2014). How smart, connected products are transforming companies. Harvard Business Review, (Nov). https://hbr.org/2014/11/how-smart-connected-products-are-transforming-competition

Rabetino, R., Harmsen, W., Kohtamäki, M., & Sihvonen, J. (2018). Structuring servitization-related research. International Journal of Operations and Production Management, 38(2), 350–371. https://doi.org/10.1108/IJOPM-03-2017-0175

Rachinger, M., Rauter, R., Müller, C., Vorraber, W., & Schirgi, E. (2019). Digitalization and its influence on business model innovation. Journal of Manufacturing Technology Management, 30(8), 1143–1160. https://doi.org/10.1108/JMTM-01-2018-0020

Rajan, R.G., & Wulf, J. (2006). The flattening firm: evidence from panel data on the changing nature of corporate hierarchies. The Review of Economics and Statistics, 88(4), 759-773. https://www.jstor.org/stable/40043033?seq=1&cid=pdf-

Reinartz, W., Wiegand, N., & Imschloss, M. (2019). The impact of digital transformation on the retailing value chain. International Journal of Research in Marketing, 36(3), 350–366. https://doi.org/10.1016/j.ijresmar.2018.12.002

Scholten, C. (2017). Industrial internet of things: Digitisation, value networks and changes in work. European Foundation for the Improvement of Living and Working Conditions. https://www.technopolis-group.com/wp-content/uploads/2020/05/internet-of-things.pdf

Siggel, E. (2006). International competitiveness and comparative advantage: A survey and a proposal for measurement. Journal of Industry, Competition and Trade, 6(2), 137–159. https://doi.org/10.1007/s10842-006-8430-x

Song, M., Droge, C., Hanvanich, S., & Calantone, R. (2005). Marketing and technology resource complementarity: An analysis of their interaction effect in two environmental contexts. Strategic Management Journal, 26(3), 259–276. https://doi.org/10.1002/smj.450

Stocker, M. G. (2013). Value Creation of Knowledge-intensive Companies [Ph.D. Dissertation]. Corvinus University of Budapest. https://phd.lib.uni-corvinus.hu/690/1/Stocker_Miklos_den.pdf

Stocker, M., & Pábli, B. (2023). A marketingmix-szel kapcsolatos képességek hatása az exportáló közép- és nagyvállalatok versenyképességére. Vezetéstudomány, 54(3), 2–11. https://doi.org/10.14267/VEZTUD.2023.03.01

Stocker, M., & Várkonyi, L. (2022). Impact of market orientation on competitiveness: Analysis of internationalized medium-sized and large enterprises. Entrepreneurial Business and Economics Review, 10(1), 81–96. https://doi.org/10.15678/EBER.2022.100106

Stuart, E.A. (2010). Matching methods for causal inference: A review and a look forward. Statistical Science, 25(1), 1–21. https://doi.org/10.1214/09-STS313

Szerb, L. (2015). A versenyképesség mérése és empirikus vizsgálata a magyar kisvállalati szektorban. Prosperitas, 1(2), 14–18. https://publikaciotar.uni-bge.hu/id/eprint/1070/1/Szerb-L..pdf

Szukits, Á., & Móricz, P. (2023). Towards data-driven decision making: the role of analytical culture and centralization efforts. Review of Managerial Science, (18), 2849–2887. https://doi.org/10.1007/s11846-023-00694-1

Teece, D.J. (2007). Explicating dynamic capabilities: the nature and microfoundations of (sustainable) enterprise performance. Strategic Management Journal, 28(13), 1319–1350. https://doi.org/10.1002/smj.64

Teece, D.J. (2010). Business models, business strategy and innovation. Long Range Planning, 43(2–3), 172–194. https://doi.org/10.1016/j.lrp.2009.07.003

Teece, D.J. (2014). The foundations of enterprise performance: Dynamic and ordinary capabilities in an (economic) theory of firms. Academy of Management Perspectives, 28(4), 328–352. https://doi.org/10.5465/amp.2013.0116

Teece, D.J. (2016). Dynamic capabilities and entrepreneurial management in large organizations: Toward a theory of the (entrepreneurial) firm. European Economic Review, 86, 202–216. https://doi.org/10.1016/j.euroecorev.2015.11.006

Teece, D.J. (2019). A capability theory of the firm: an economics and (strategic) management perspective. New Zealand Economic Papers, 53(1), 1–43. https://doi.org/10.1080/00779954.2017.1371208

Teece, D.J., Pisano, G., & Shuen, A. (1997). Dynamic capabilities and strategic management. Management Journal, 18(7), 509-533. https://doi.org/10.1002/(SICI)1097-0266(199708)18:7<509::AID-SMJ882>3.0.CO;2-Z

Trąpczyński, P., & Wrona, T. (2013). From going international to being international-strategies for international competitiveness. The Poznań University of Economics Review, 13(1), 89–114. https://doi.org/10.18559/ebr.2013.1.816

Wernerfelt, B. (1984). A resource-based view of the firm. Management Journal, 5(2), 171-180. https://www.jstor.org/stable/2486175?seq=1&cid=pdf-

Wilden, R., & Gudergan, S.P. (2015). The impact of dynamic capabilities on operational marketing and technological capabilities: investigating the role of environmental turbulence. Journal of the Academy of Marketing Science, 43(2), 181–199. https://doi.org/10.1007/s11747-014-0380-y

Woerner, S.L., & Wixom, B.H. (2015). Big data: extending the business strategy toolbox. Journal of Information Technology, 30, 60–62. https://doi.org/10.1057/jit.2014.31

Xu, L.D., Xu, E.L., & Li, L. (2018). Industry 4.0: State of the art and future trends. International Journal of Production Research, 56(8), 2941–2962. https://doi.org/10.1080/00207543.2018.1444806

Yeow, A., Soh, C., & Hansen, R. (2018). Aligning with new digital strategy: A dynamic capabilities approach. Journal of Strategic Information Systems, 27(1), 43–58. https://doi.org/10.1016/j.jsis.2017.09.001

Zahra, S.A., Sapienza, H.J., & Davidsson, P. (2006). Entrepreneurship and dynamic capabilities: A review, model and research agenda. Journal of Management Studies, 43(4), 917–955. https://doi.org/10.1111/j.1467-6486.2006.00616.x

Zeng, H., Ran, H., Zhou, Q., Jin, Y., & Cheng, X. (2022). The financial effect of firm digitalization: Evidence from China. Technological Forecasting and Social Change, (183), 121951. https://doi.org/10.1016/j.techfore.2022.121951

Zott, C. (2003). Dynamic capabilities and the emergence of intraindustry differential firm performance: Insights from a simulation study. Strategic Management Journal, 24(2), 97–125. https://doi.org/10.1002/smj.288

Zott, C., & Amit, R. (2008). The fit between product market strategy and business model: Implications for firm performance. Strategic Management Journal, 29(1), 1–26. https://doi.org/10.1002/smj.642

Downloads

Megjelent

2024-11-14

Hogyan kell idézni

Fejes, B., & Stocker, M. (2024). A kiegészítő IT-befektetések hatása a vállalati szintű versenyképességre. Vezetéstudomány Budapest Management Review, 55(11), 2–15. https://doi.org/10.14267/VEZTUD.2024.11.01

Folyóirat szám

Rovat

Tanulmányok