O que se espera de novos artefatos voltados para gestão de portfólio de projetos?

Autores

DOI:

https://doi.org/10.5585/gep.v14i2.23869

Palavras-chave:

Gestão de portfólio de projetos, Modelos, Métodos, Softwares, Revisão sistemática de literatura e patentes.

Resumo

O objetivo desta pesquisa foi avaliar artefatos presentes em 75 artigos acadêmicos e 308 patentes para propor uma agenda de pesquisa considerando a seguinte questão: O que se espera de novos artefatos voltados para a Gestão de Portfólio de Projetos? Como método, adotou-se a Revisão Sistemática de Literatura e Patentes e como resultados, identificou-se artefatos como por exemplo modelos, métodos e softwares distribuídos em duas dimensões: (1) Pluralidade, artefatos construídos para situações e problemas específicos, presentes na literatura e não testados no campo, que demonstram o caminho percorrido até momento; (2) Prospecção, artefatos que direcionam as necessidades mapeadas para o desenvolvimento de novos estudos com maior aplicação prática. Como proposta direcionadora sugere-se a aplicação dos fatores Portfólio Dinâmico, Simplificação, Abordagem Integrativa e Ferramentas Integradas para apoiar estudos futuros quando da necessidade de desenvolvimento de novos artefatos voltados à Gestão de Portfólio de Projetos.

Biografia do Autor

Silvio Cesar Alves Teixeira, Universidade Nove de Julho (UNINOVE)

Estudante de Mestrado no Programa de Programa Profissiona em Gestão de Projetos.

Atuo na área de TI à 28 anos e atualmente em uma multinacional francesa focada em projetos da Indústria 4.0.

Cristiane Drebes Pedron, Universidade Nove de Julho (UNINOVE)

Doutorada em Gestão (2009) pelo Instituto Superior de Economia e Gestão (ISEG), da Universidade de Lisboa, em Portugal. Mestre em Administração (2003) pela Universidade do Vale do Rio dos Sinos (UNISINOS) e Bacharel em Informática - Análise de Sistemas (2001) pela mesma instituição. Atualmente é professora dos programas de Pós-Graduação em Administração - PPGA e Gestão de Projetos da Universidade Nove de Julho em São Paulo. É editora científica da revista IPTEC, sendo também avaliadora de diversos periódicos e congressos na área de Administração/Sistemas de Informação. Tem experiência na área de Administração, com ênfase em Administração da Informação, atuando principalmente nos seguintes temas: sistemas de informação empresarial, transformação digital, CRM (Customer Relationship Management), gestão do conhecimento e social media. Coordena projetos de pesquisa financiados pelo CNPq, pelo qual também é Bolsista de Produtividade em Pesquisa (PQ2/CNPq). Mãe de dois filhos, esteve de licença maternidade em 2010 e 2016.

Referências

Aier, S., & Fischer, C. (2011). Criteria of progress for information systems design theories. Information Systems and e-Business Management (Vol. 9, Issue 1). https://doi.org/10.1007/s10257-010-0130-8

Alan, H. B., & Sthephen, M. J. (2021). Project Governance. Hill Bryan Alan. https://lens.org/148-194-176-383-515

Albano, T. C. L., Baptista, E. C., Armellini, F., Jugend, D., & Soler, E. M. (2021). Proposal and Solution of a Mixed-Integer Nonlinear Optimization Model That Incorporates Future Preparedness for Project Portfolio Selection. IEEE Transactions on Engineering Management, 68(4), 1014–1026. https://doi.org/10.1109/TEM.2019.2920331

Alexandrova, M. (2020). Impact of Organizational Culture on Project Portfolio Management. Proceedings of the International Scientific Conference Hradec Economic Days 2020, 10, 11–18. https://doi.org/10.36689/uhk/hed/2020-01-001

Alexandrova, M. (2021). Evaluation of Project Portfolio Management Performance: Long and Short Term Perspective. Proceedings of the International Scientific Conference Hradec Economic Days 2021, 11, 11–21. https://doi.org/10.36689/uhk/hed/2021-01-001

Bathallath, S., Smedberg, Å., & Kjellin, H. (2016). Managing project interdependencies in IT/IS project portfolios: a review of managerial issues. International journal of information systems and project management, 4(1), 67-82. https://doi.org/10.12821/ijispm040104

Clegg, S., Killen, C. P., Biesenthal, C., & Sankaran, S. (2018). Practices, projects and portfolios: Current research trends and new directions. International journal of project management, 36(5), 762-772. https://doi.org/10.1016/j.ijproman.2018.03.008

Condé, G. C. P., & Martens, M. L. (2020). Six sigma project generation and selection: literature review and feature based method proposition. Production Planning and Control, 31(16), 1303–1312. https://doi.org/10.1080/09537287.2019.1706196

Cooper, R., Edgett, S., & Kleinschmidt, E. (2001). Ent for New Product S of an Industry Practices Study. Portfolio The Magazine Of The Fine Arts, 361–380. https://doi.org/10.1111/1467-9310.00225

Cooper, R. G., & Sommer, A. F. (2020). New-Product Portfolio Management with Agile: Challenges and Solutions for Manufacturers Using Agile Development Methods. Research Technology Management, 63(1), 29–38. https://doi.org/10.1080/08956308.2020.1686291

Cordeiro, G., Vasconcelos, A., & Fragoso, B. (2020). Project, program, portfolio governance model reference architecture in the classic approach to project management. ICEIS 2020 - Proceedings of the 22nd International Conference on Enterprise Information Systems, 2(Iceis), 619–630. https://doi.org/10.5220/0009155706190630

Danesh, D., Ryan, M. J., & Abbasi, A. (2017). Multi-criteria Decision-making Methods for Project Portfolio Management: A Literature Review. International Journal of Management and Decision Making, 16(1), 1. https://doi.org/10.1504/ijmdm.2017.10006139

Daradkeh, M. (2019). Understanding the factors affecting the adoption of project portfolio management software through topic modeling of online software reviews. International Journal of Information Technology Project Management, 10(3), 91–114. https://doi.org/10.4018/IJITPM.2019070106

Ray, K. D., & Oxborough-Powell, T. (2017). Compliance Portfolio Prioritization Systems And Methods. Tata Consultancy Services Ltd Op - US 201615349620 A OP - US 201562253866 P. https://lens.org/126-643-363-887-682

Dmitrievsky, B., Terekhova, A., Knfer, S. Al, Ameedee, M. Al, & Senan, A. (2021). Digital management system for the formation of a portfolio of innovative projects in the agro-industrial complex. IOP Conference Series: Earth and Environmental Science, 723(3). https://doi.org/10.1088/1755-1315/723/3/032029

Dresch, A., Lacerda, D. P., & Junior, J. A. V. A. (2015). Design science research: método de pesquisa para avanço da ciência e tecnologia. Bookman Editora.

Elbok, G., & Berrado, A. (2020). Project prioritization for portfolio selection using MCDA. In Proceedings of the International Conference on Industrial Engineering and Operations Management (pp. 2317-2326). Michigan, USA: IEOM Society International.

Fliess, K., Udo, W., B, M. D., & Christoph, V. (2005). Dynamic role generator. FLIESS KEVIN V. https://lens.org/109-098-079-182-477

Garcia, V. M. B., Martens, C. D. P., Carvalho, R. B., & Martens, M. L. (2021). Contributions of entrepreneurial orientation in the use of agile methods in project management. Innovation & Management Review, 18(1), 17–33. https://doi.org/10.1108/inmr-01-2019-0002

Geraldi, J., & Söderlund, J. (2018). Project studies: What it is, where it is going. International Journal of Project Management, 36(1), 55–70. https://doi.org/10.1016/j.ijproman.2017.06.004

Gregor, S., & Hevner, A. R. (2013). Positioning And Presenting Design Science Types of Knowledge in Design Science Research. MIS Quarterly, 37(2), 337–355. https://doi.org/10.2753/MIS0742-1222240302

Hadjinicolaou, N., & Dumrak, J. (2017). Investigating Association of Benefits and Barriers in Project Portfolio Management to Project Success. Procedia Engineering, 182, 274–281. https://doi.org/10.1016/j.proeng.2017.03.191

Hayes, J., & Rahman, A. (2020, October). How to Determine the Existence of Chaos in Retail IT Projects?. In Extended Abstracts (p. 39). Charles Sturt University.

Hess, H., & Ricketts, J. (2014). Multi-Project Portfolio Optimization. Hess Howard M. https://lens.org/144-413-928-884-382

Hopmere, M., Crawford, L., & Harré, M. S. (2020). Proactively Monitoring Large Project Portfolios. Project Management Journal, 51(6), 656–669. https://doi.org/10.1177/8756972820933446

Jafarzadeh, H., Akbari, P., & Abedin, B. (2018). A methodology for project portfolio selection under criteria prioritisation, uncertainty and projects interdependency – combination of fuzzy QFD and DEA. Expert Systems with Applications, 110, 237–249. https://doi.org/10.1016/j.eswa.2018.05.028

Kaczorowska, A., Słoniec, J., & Motyka, S. (2019). Portfolio approach to project management in creation of the organization’s value. MATEC Web of Conferences, 252, 06011. https://doi.org/10.1051/matecconf/201925206011

Kattathara, B. S. (2018). Agile Teams Freelance-Sourcing: Online System And Method For Enhancing Success Potential Of Freelance Projects. Bhaskaran Sujith Kattathara Op - In 201741021109 A. https://lens.org/120-353-629-441-60X

Kaufmann, C., Kock, A., & Gemünden, H. G. (2020). Emerging strategy recognition in agile portfolios. International Journal of Project Management, 38(7), 429–440. https://doi.org/10.1016/j.ijproman.2020.01.002

Larry, B., & Baca, C. M. (2008). Organizational project management maturity development methods and systems. Bull Larry. https://lens.org/070-442-155-184-789

Leech, N. L., & Onwuegbuzie, A. J. (2011). Beyond Constant Comparison Qualitative Data Analysis: Using NVivo. School Psychology Quarterly, 26(1), 70–84. https://doi.org/10.1037/a0022711

Linares, J., Melendez, K., Flores, L., & Dávila, A. (2018). Project portfolio management in small context in software industry: A systematic literature review. Advances in Intelligent Systems and Computing, 688, 45–60. https://doi.org/10.1007/978-3-319-69341-5_5

Maceta, P. R. M., & Berssaneti, F. T. (2020). Comparison of project portfolio management practices in the public and private sectors in Brazil: Characteristics, similarities, and differences. International Journal of Managing Projects in Business, 13(7), 1405–1422. https://doi.org/10.1108/IJMPB-09-2018-0176

Martinsuo, M., & Geraldi, J. (2020). Management of project portfolios: Relationships of project portfolios with their contexts. International Journal of Project Management, 38(7), 441–453. https://doi.org/10.1016/j.ijproman.2020.02.002

Markowitz, H. M. (1976). Markowitz Revisited. Financial Analysts Journal, 32(5), 47–52. https://doi.org/10.2469/faj.v32.n5.47

Mitesh, P. (2018). Centralized Time Entry Platform. Mrp Llc Op - Us 201715593604 A. https://lens.org/120-542-007-621-473

Mohagheghi, V., Mousavi, S. M., Antuchevičienė, J., & Dorfeshan, Y. (2019). Sustainable infrastructure project selection by a new group decision-making framework introducing moras method in an interval type 2 fuzzy environment. International Journal of Strategic Property Management, 23(6), 390–404. https://doi.org/10.3846/ijspm.2019.10536

Mohagheghi, V., Mousavi, S. M., Mojtahedi, M., & Newton, S. (2021). Introducing a multi-criteria evaluation method using Pythagorean fuzzy sets: A case study focusing on resilient construction project selection. Kybernetes, 50(1), 118–146. https://doi.org/10.1108/K-04-2019-0225

Morioka, S., & Carvalho, M. M. D. (2014). Análise de fatores críticos de sucesso de projetos: um estudo de caso no setor varejista. Production, 24, 132-143. https://doi.org/10.1590/S0103-65132013005000015

Moskalenko, V., Nataliia, F., & Grinchenko, M. (2020). The method of forming a dynamic projects portfolio of IT companies. CEUR Workshop Proceedings, 2565, 152–161.

Nakhayi, A. B., Qian, J., Mario, T., L, W. B., G, P. T., Shirikrisshna, P. S., & Thomas, C. W. K. (2017). Controlling resource allocation with automated consumption against a work breakdown structure. Microsoft Technology Licensing Llc Op - Us 201514689422 A OP - US 201462073417 P. https://lens.org/123-201-095-670-710

Nyandongo, K. M., & Mshweshwe, A. (2017). Information Technology ( It ) Project Portfolio Management Practices In South Africa. 26th International Association for Management of Technology Conference; IAMOT, 2020, 1–15.

Paranhos, R. D. C. S., & Ribeiro, N. M. (2018). Importância da prospecção tecnológica em base em patentes e seus objetivos da busca. Cadernos de Prospecção, 11(5), 1274. https://doi.org/10.9771/cp.v12i5.28190

Patanakul, P. (2022). How to Achieve Effectiveness in Project Portfolio Management. IEEE Transactions on Engineering Management, 69(4), 987–999. https://doi.org/10.1109/TEM.2020.2964316

Penha, R., Kniess, C. T., & Quoniam, L. (2015). O uso de informações de patentes para identificar modelos matemáticos utilizados para o tratamento de Job Shop Problem. Prisma.com, (29), 173-190.

Petro, Y., Ojiako, U., Williams, T., & Marshall, A. (2020). Organizational ambidexterity: using project portfolio management to support project-level ambidexterity. Production Planning and Control, 31(4), 287–307. https://doi.org/10.1080/09537287.2019.1630683

Petticrew, M., & Roberts, H. (2008). Systematic Reviews in the Social Sciences: A Practical Guide. Systematic Reviews in the Social Sciences: A Practical Guide, 1–336. https://doi.org/10.1002/9780470754887

Pierre, D., & Amélie, C. (2021). Centralized Communications For A Project Portfolio Management Platform. Planisware Sas Op - US 202017064558 A OP - US 201962911868 P. https://lens.org/145-667-603-080-817

Pinto, J. K., & Winch, G. (2016). The unsettling of “settled science:” The past and future of the management of projects. International Journal of Project Management, 34(2), 237–245. https://doi.org/10.1016/j.ijproman.2015.07.011

Pollock, A., & Berge, E. (2018). How to do a systematic review. International Journal of Stroke, 13(2), 138–156. https://doi.org/10.1177/1747493017743796

Project Management Institute. (2017). A guide to the Project Management Body of Knowledge (PMBOK guide) (6th ed.). Project Management Institute.

QSR International Inc. (2021). Unlock Insights with Qualitative Data Analysis Software. https://www.qsrinternational.com/nvivo-qualitative-data-analysis-software/home accessed on 25/May/2023

Ramenskaya, L., & Savchenko, Y. (2019). Development of portfolio management system in R&D: a case study BT - Proceedings of the 2nd International Scientific conference on New Industrialization: Global, national, regional dimension (SICNI 2018). 240(Sicni 2018), 411–415. https://doi.org/10.2991/sicni-18.2019.83

Richard, S., Pellerin, R., Bellemare, J., & Perrier, N. (2021). A business process and portfolio management approach for Industry 4.0 transformation. Business Process Management Journal, 27(2), 505–528. https://doi.org/10.1108/BPMJ-05-2020-0216

Russo, de FSM R., & Camanho, R. (2015). Criteria in AHP: a systematic review of literature. Procedia Computer Science, 55, 1123-1132. https://doi.org/10.1016/j.procs.2015.07.081

Saiz, M., Lostumbo, M. A., Juan, A. A., & Lopez-Lopez, D. (2022). A clustering-based review on project portfolio optimization methods. International Transactions in Operational Research, 29(1), 172–199. https://doi.org/10.1111/itor.12933

Sanjeev, G., Ajai, K., Ravi, S., Corvin, B., & Anthony, H. (2006). Facilitation of multi-project management using threoughput measurement. Realization Technologies Inc Op - US 22144705 A OP - US 70043103 A. https://lens.org/147-646-481-929-295

Santos, C. A., Teresa, G. D. M., K, J. S., Xin, Z., & LUIS, B.-G. J. (2011). Workforce Planning. Santos Cipriano A. https://lens.org/076-455-963-808-570

Simplício, R., Gomes, J., & Romão, M. (2017). Projects Selection and Prioritization: A Portuguese Navy pilot model. Procedia Computer Science, 121, 72–79. https://doi.org/10.1016/j.procs.2017.11.011

Song, S., Ang, S., Yang, F., & Xia, Q. (2019). An stochastic multiattribute acceptability analysis-based method for the multiattribute project portfolio selection problem with rank-level information. Expert Systems, 36(5), 1–13. https://doi.org/10.1111/exsy.12447

Sven, S.-W., Eric, W., Nir, K. O. L., & B, M. D. (2004). Collaborative workspaces. Schwerin-Wenzel Sven. https://lens.org/068-206-664-125-772

Tim, O., Eric, S., & Michael, I. (2006). Method And System For Holistic Project Management. O’connor Tim. https://lens.org/121-955-718-546-264

Wang, L., Kunc, M., & Li, J. (2020). Project portfolio implementation under uncertainty and interdependencies: A simulation study of behavioural responses. Journal of the Operational Research Society, 71(9), 1426–1436. https://doi.org/10.1080/01605682.2019.1609890

Wei, H., Niu, C., Xia, B., Dou, Y., & Hu, X. (2020). A refined selection method for project portfolio optimization considering project interactions. Expert Systems with Applications, 142, 112952. https://doi.org/10.1016/j.eswa.2019.112952

Downloads

Publicado

2023-08-01

Como Citar

Alves Teixeira, S. C., & Drebes Pedron, C. (2023). O que se espera de novos artefatos voltados para gestão de portfólio de projetos?. Revista De Gestão E Projetos, 14(2), 55–75. https://doi.org/10.5585/gep.v14i2.23869

Edição

Seção

Artigos