Publications
 
  
 
 
 
 

 
2017

Jose Manuel Esteves (2017). The perils of gamification triviliazation: how and why gamification is failing to deliver loyalty, Academy of Management proceedings, Atlanta 2017.

http://proceedings.aom.org/content/2017/1/13560.short?related-urls=yes&legid=amproc;2017/1/13560

Abstract: Many firms are using gamification to boost customer engagement and loyalty. Gamification - the use of game design to motivate people, is a rapidly growing phenomenon as businesses try to better engage consumers. However, there is concern and debate among managers and researchers about the right approach to implement gamification, especially the usage of points, bagdes and leaderboards known as pointification. Previous empirical investigation of gamification adoption is limited, and this research extends current work through an experimental study adopting a mixed methods approach that comprised qualitative focus groups with and consumer interviews. Based on two real case examples, the rewards programs of Coca-Cola and Starbucks, this article draws on eight focus group with 51 customers and in twenty five in-depth interviews with consumers to provide an overview of the drawbacks of gamification. One of the main findings is that the trivializing approach to loyalty gamification seems to increase potential risks on the mid-term, especially in anthropomorphized brands. An integrated process is proposed to establish the effects of the different risk influences on behavioural intentions and actual buying behavior. The results indicate that a pointification strategy follows an hourglass pattern. The drawbacks were also found to influence consumer behavior in terms of engagement, buying behavior and the perception towards brand trust, brand affect and image. The implications of this study are discussed, in particular in terms of alleviating the potential risks of gamification. Also, we discuss future areas of research.

 

José Esteves, Elisabete Ramalho, and Guillermo de Haro. To Improve Cybersecurity, Think Like a Hacker, MIT Sloan Management Review, Spring 2017.

http://sloanreview.mit.edu/article/to-improve-cybersecurity-think-like-a-hacker

Abstract: Cyberattacks are an increasingly common and worrisome threat. To combat the risk, companies need to understand both hackers’ tactics and their mindsets.

 

2016

José Esteves and Guillermo de Haro (2016). Meet the Teenagers Who Found Their Own Startups, Harvard Business Review, December 2016.

https://hbr.org/2016/12/meet-the-teenagers-who-found-their-own-startups

 

2015  
2014  
2013

Esteves J. (2013). An Empirical Identification and Categorization of Training Best Practices for ERP Implementation, Enterprise Information Systems journal, March 2013. http://www.tandfonline.com/doi/abs/10.1080/17517575.2013.771411?journalCode=teis20#.UhXfo2b8IdU

Abstract: Although training is one of the most cited critical success factors in Enterprise Resource Planning (ERP) systems implementations, few empirical studies have attempted to examine the characteristics of management of the training process within ERP implementation projects. Based on the data gathered from a sample of 158 respondents across four stakeholder groups involved in ERP implementation projects, and using a mixed method design, we have assembled a derived set of training best practices. Results suggest that the categorised list of ERP training best practices can be used to better understand training activities in ERP implementation projects. Furthermore, the results reveal that the company size and location have an impact on the relevance of training best practices. This empirical study also highlights the need to investigate the role of informal workplace trainers in ERP training activities.

 

Victor Wilfredo Bohorquez Lopez, Jose Esteves, (2013) "Acquiring external knowledge to avoid wheel re-invention", Journal of Knowledge Management, Vol. 17 Iss: 1, pp.87 - 105.

Abstract: The purpose of this paper is to analyze the underlying characteristics that enable the acquisition and appropriation of external knowledge, paying special attention to the relationship between external and internal networks to support this process

 

2012

Esteves J. (2012). A RISK AND BENEFITS THEORETICAL MODEL TO ASSESS INTENTIONS TO ADOPT ENTERPRISE CLOUD SYSTEMS, 15th International conference of the American Society of Business and Behavioral Sciences (ASBBS), Berlin, June 2012.

ABSTRACT Cloud computing has rapidly transformed the way people and businesses consume computing resources. The adoption of enterprise cloud systems presents new challenges and offers companies new competitive opportunities - yet many are only just beginning to embrace these new opportunities. In this research-in-progress paper we explore the adoption of enterprise cloud systems - in particular software as a service (SaaS) systems. This study develops a model that predicts the intention to adopt enterprise cloud systems based on a perspective of risks and benefits and using the theory of planned behaviour.

Leal S., Esteves J. (2012). EXAMINING THE FACTORS THAT INFLUENCE THE IT INNOVATION PROCESS, Mediterrenean Conference on Information Systems (MCIS), Guimaraes, Portugal.

 

2011

Entendiendo la apropiación del conocimiento externo como fuente de innovación tecnológica
Authors: Victor W. Bohórquez Lopez and Jose Esteves
Publication: AMCIS 2011 Proceedings


2010

Overcoming Perceptual Bias in IT Innovation Adoption using Multitrait-Multimethod Analysis
Authors: Victor W. Bohórquez Lopez and Jose Esteves
Publication: DIGIT 2010 Proceedings

Comparing the Quality of Latin American e-Health National Websites
Author: Jose Esteves
Publication: AMCIS 2010 Proceedings

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2009

Joseph R., Esteves J. (2009), Social Computing: Implications for E‑Government, International Journal of Virtual Communities and Social Networking, 1(1), 23-33, January-March 2009.

Souza L., Ramos I., Esteves J. (2009). “Crowdsourcing Innovation: A Risk
Management Approach”, 4th Mediterranean Conference on Information
Systems (MCIS), Athens, Greece.

Souza L., Ramos I., Esteves, J. (2009). “Managing Risks of Crowdsourcing
Innovation: an action research in progress”, 10th European Conference on
Knowledge Management, Vicenza, Italy.

Esteves J., Bohorquez V. (2009). “Evaluación del nivel de desarrollo de la e-
Salud en Espana: Propuesta de Marco Teórico”, Americas Conference on
Information Systems (AMCIS), San Francisco, USA.

Bohorquez V., Esteves J. (2009). “Overcoming Knowledge Integration Barriers
in ERP Implementation Using Action Research Approach”, Americas
Conference on Information Systems (AMCIS), San Francisco, USA.

Bohorquez V., Mayo M., Esteves J. (2009). “Corporate Blogs Evaluation Using
Corporate Leadership Discourse and Followers' Characteristics”, 3rd European
Conference on Information Management and Evaluation, Sweden.

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2008

Esteves J. (2008). “A Benefits Realization Roadmap Framework for ERP Usage in Small and Medium-Sized Enterprises”, International Journal of Enterprise Information Management, Vol. 22, No. 1-2., pp. 25-35.

Esteves, José,Where is Your Blog?. Business Strategy Review, Vol. 19, Issue 4, pp. 62-70, Winter 2008.

Bohorquez V., Esteves J. (2008) “Analyzing SMEs size as a moderator of ERP impact in SMeS productivity”, Communications of the IIMA, Vol. 8, issue 3, pp. 67-80.

Esteves J. (2008). “Blogging Inc.”, Harvard Business Review America Latina, p. 12.

Esteves J., Joseph, R.C. (2008). “A Comprehensive Framework for the Assessment of eGovernment Projects” Government Information Quarterly, 25(1), pp. 118‐132.

Bohorquez V., Esteves J. (2008). “Towards the analysis of the effect of blogs
and online communities on business innovation”, IFIP 8.2 Organizations and
Society in Information Systems (OASIS) 2008 Workshop, Paris, France.

Esteves J., Bohorquez V., Souza L. (2008) “The Impact of Cultural and Social
Attitude in Business Information Technology Knowledge Sharing; A Gender
Perspective”, 5th International conference on Intellectual Capital and Knowledge
Management, New York, EUA.

Esteves J., Bohorquez V. (2008) “Analyzing Gender Discourse in Corporate
Blogs using Content and Correspondence Analysis”, 19th annual conference of
the International Information Management Association, San Diego, EUA.

Esteves J., Bohorquez V. (2008) “Analyzing the Topics Discussed in CEO
Blogs: A Content Analysis Approach”, 2nd European Conference on
Information Management and Evaluation, London, UK.

Bohorquez V., Esteves J. (2008). “Assessing ERP Impact in Manufacturing
SMEs Productivity: Does the size matters?”, 5th International Conference on
Enterprise Systems, Accounting and Logistics 2008 (ICESAL 2008).

Esteves J., Bohorquez V. (2008). “ERP Impact on number of employees and
Personnel costs in Small and medium sized Enterprises: A Panel Data
Approach”, International Conference in Enterprise Information Systems,
Barcelona, Spain.

Esteves J., Bohorquez V. (2008). “Using Virtual Techniques in Research: The
Case of Correspondence Analysis”, European conference on Business Research
Methods, London, UK.

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2007

Esteves J. 2007. "TOWARDS A BENEFITS REALIZATION ROADMAP FOR ERP USAGE IN SMALL AND MEDIUM-SIZED ENTERPRISES ", Americas Conference on Information Systems, August 2007.

Abstract: ERP vendors and implementers usually emphasize a positive impact of their ERP products and projects in company performance. However, the existent ERP literature and research did not attempt to establish the link between benefits of and reasons for ERP implementation, nor the attempt to determine at what point in time the various benefits are expected to materialize. Based in a pilot survey administered to a group of MBA students, we tentatively define a benefits realization roadmap for ERP usage in the context of Small and Medium Enterprises (SME). The ERP benefits roadmap suggests that a long-term vision is required in order to obtain a successful realization of the potential benefits that ERP could bring.

Esteves J., Bohorquez V. 2007. "AN UPDATED ERP ANNOTATED BIBLIOGRAPHY: 2001-2005 ", Communication of AIS, April 2007.

Abstract: The goal of this study is to provide an updated annotated bibliography of ERP publications published in the main IS conferences and journals during the period 2001-2005, categorizing them through an ERP lifecycle based framework that is structured in phases. The first version of this bibliography was published in 2001 (Esteves and Pastor, 2001c). However, so far, we have extended the bibliography with a significant number of new publications in all the categories used in this paper. We also reviewed the categories and some incongruities were eliminated. Furthermore, we present topics for further research in each phase.

______________________________________________________________________________________

2005

- Esteves J. 2005. "ADDRESSING THE JUSTIFICATION OF ENTERPRISE SYSTEMS BENEFITS: A DESIRES AND EXPECTANCY DISCONFIRMATION MODEL", Americas Conference on Information Systems.

Abstract: This research-in-progress study proposes a research model to analyze the benefits of Enterprise Systems (ES), by using disconfirmation theory as a theoretical basis. We review and extend previous models by including the needs/desires of users as a disconfirmation construct and by separating needs/desires and expectations of the ES from the information provided by the ES. We suggest that both elements have an impact on the overall perceived net benefits of the ES used within an organization. Furthermore, dimensions of equity and attribution theories are explored as a process mediating the effects of these variables on satisfaction with the employee and the organization.

- Esteves J. 2005. "UNDERSTANDING THE RELATIONSHIP BETWEEN ENTERPRISE SYSTEMS BENEFITS, BUSINESS COMPLEXITY, AND BUSINESS ALIGNMENT IN SMES", Decision Sciences annual meeting, San Francisco, USA.

Abstract: The adoption and usage of enterprise systems pose new challenges and provide new competitive opportunities, especially for small and medium-sized enterprises (SMEs). Yet, SMEs are only just beginning to embrace these new opportunities. Thus, this study attempts to test the influence of business complexity on enterprise systems, and business alignment and the achievement of enterprise systems benefits in SMEs.

2004

- Esteves J., Pastor J. 2004. "Towards a Stakeholder Analysis of an ERP Adoption in a Higher Education Institution", 1st international workshop on information, knowledge and management: Re-assessing the value of ICT in public and private organizations, Bologna (Italy), March 2004.

Abstract: This study presents a case study carried out in a public Higher Education Institution HEI) that adopted an ERP solution for its economic management processes. The objective of this study is twofold. First, we attempt to understand how the process of selection, implementation, use and maintenance of the ERP have evolved in the HEI. Second, we attempt to analyze how the different employee roles changed along the whole process and how they perceived the process. The research methodology is a combination of different research methods and techniques. Next we will explain in detail the case study background and the research methodology. Finally, we present the key aspects that we will present in the workshop.

- Esteves J., Pastor J. 2004. "Organizational and Technological Critical Success Factors Behavior Along the ERP Implementation Phases", International Conference on Enterprise Information Systems (ICEIS), Porto (Portugal), April 2004.

- Esteves J., Pastor J. 2004. "A Multimethod Research Approach to Study Critical Success Factors in ERP Implementations", European conference on Research Methods (ECRM), Reading (UK), April 2004.

Abstract: This paper explores the use of multimethod research design. With the development and legitimacy of both qualitative and quantitative research the combination of both types is expanding. In this paper we present how we have explored the multimethod approach by using an example domain in a step-by-step manner, learning about the strengths and weaknesses of this approach. The context is a doctoral research project whose aim is to study critical success factors for Enterprise Resource Planning (ERP) implementation projects.

- Esteves J., Rodriguez N., Pastor J. 2004. "Applying and Extending the SEI Continuos Risk Management Model", 9th Annual European Systems & Software engineering Process Group (SEPG), London (UK), June 2004.

Abstract

This presentation focuses on the adapted and extended implementation of the SEI Continuous Risk Management method within a higher education institution software project unit. Our results show that although the SEI method is valuable it benefits from its extension with organizational risks. We extended the method with a list of organizational risks based in a model of critical success factors for ERP implementations. We also developed a risk management support system that helps risk management team to track and monitor these activities.

- Esteves J., Pastor J. 2004. "Proyectos ERP exitosos como base de ventajas competitivas", Revista de empresa, num. 9, Jul-Sept 2004, pp. 32-44.

Abstract

Este artículo presenta un modelo de FCE unificado para proyectos de implantación de sistemas ERP desarrollado mediante la aplicación del procedimiento de codificación del método de investigación Grounded Theory usando un conjunto de listas de FCE anteriores a la nuestra. Hemos hallado un gran número de FCE, que hemos dividido en cuatro perspectivas: estratégica, táctica, organizacional y tecnológica. Cabe destacar que la mayoría de los factores establecidos pueden considerarse «clásicos», ya que no son exclusivos de los proyectos de implantación de sistemas ERP. Sin embargo, dada la complejidad de estos proyectos, aquí cada factor «cobra un mayor significado». El análisis de la documentación disponible sobre FCE muestra que el apoyo de la alta dirección es el factor más citado en un proceso de implantación de ERP, seguido de la gestión del cambio organizacional. Ninguno de ellos guarda relación con la tecnología, pero sí con las personas y el proceso, dado el trabajo que toda la empresa debe invertir en acometer un proyecto de esta naturaleza.

 

- Esteves J., Pastor J. 2004. "Using a Multimethod Research Approach to Research Enterprise Systems Implementations", Electronic Journal of Business Research Methods (EJBRM)

 

2003

- Esteves J., Chan R., Pastor J., Rosemann M 2003."An exploratory Study of Knowledge Types Relevance along Enterprise Systems Implementation Phases", The fourth European Conference on Organizational Knowledge, Learning and Capabilities, April 2003.

Abstract: Enterprise Systems (ES) are now established business operating systems in many organizations worldwide. Knowledge management research in ES has been significantly focused on the creation, sharing and storage of knowledge. However, it is often not clear what type of ‘knowledge’ has to exactly managed. Therefore, there is a need to address the epistemological domain of knowledge along the implementation phases of the market leading Enterprise Systems SAP R/3. This exploratory study attempts to identify and analyze the different types of knowledge along the implementation phases of a SAP system. Through an analysis of knowledge types and critical success factors along the phases of SAP’s implementation methodology, it is possible to gain insights into the relevance of knowledge types required for implementing an ES.

- Esteves J., Pastor J., Casanovas J. 2003. "A Goal/Question/Metric Research Proposal to Monitor User Involvement and Participation in ERP Implementation Projects", Information resources management association (IRMA) conference, Philadelphia (USA), May 2003, pp. 325-327.

Abstract: ERP implementation project success is influenced by a large number of factors, which most of the time are difficult to measure objectively. User involvement and participation is one of the most cited critical success factors in ERP implementation projects, and one of the most critical ones for their satisfactory outcome. This study attempts to define a set of metrics for monitoring user involvement and participation within ERP implementation projects by using the Goals/Questions/Metrics method. The results of this work are twofold. First, a literature review is presented on the user involvement and participation topic as related with ERP implementation projects. And second, the use of the Goals/Questions/Metrics method is proposed to develop a metrics plan to monitor and control user involvement and participation within ERP implementation projects.

- Esteves J., Pastor J., Carvalho J. 2003. "Organizational and National Issues of an ERP Implementation in a Portuguese Company",  IFIP (w8.2+w9.4), Athens (Greece), June 2003, pp. 139-153

Abstract: This paper describes a case of an Enterprise Resource Planning (ERP) implementation in a Portuguese SME. We focused on the identification of organizational factors that affected the ERP implementation project. We also analyze the ERP implementation project from a national cultural perspective using Geert Hofstede’s dimensions. These dimensions are used to explain some of the attitudes and behaviours during the ERP implementation project. Our findings enforce that some of the problems in ERP implementation projects are not of technological nature but may be attributed to organizational factors while some issues are related to national culture.

- Esteves J., Casanovas J., Pastor J. 2003. "Modelling with Partial Least Squares Critical Success Factors Interrelationships in ERP Implementations", AMCIS 2003, Tampa(USA), August 2003.

Abstract: This research-in-progress paper proposes the use of a statistical approach named Partial Least squares (PLS) to define the relationships between Critical Success Factors (CSFs) for ERP implementation projects. Some researchers have noted that there are relationships between these CSFs. However, no one has yet tried to define in a formal way these relationships. In this paper we present an overview of the PLS approach and provide an application example of the PLS method where we use two CSFs: those related to project sponsor role and project manager role. However, our research is being extended to all of the CSFs within our own CSFs unified model.

- Esteves J., Pastor J. 2003. "Publishing Grounded Theory Research Studies: Are IS Journals and Conferences Ready for Them? International symposium on Research Methods (ISRM), Tampa (USA) August 2003.

- Esteves J., Pastor J., Casanovas J. 2003. "The Importance of Timeframe and Advertisement in Internet surveys: An exploratory Analysis", 54th International Statistics Institute Conference (ISI), Berlin (Germany), 2003.

- Esteves J., Pastor J. 2003. "Strategic and Tactical Critical Success Factors Behavior Along the ERP Implementation Phases", European Conference on Information Technology Evaluation (ECITE), Madrid (Spain), September 2003.

Abstract: During the last years some researchers have studied the topic of critical success factors in ERP implementations. Up to this moment, there is not enough research on the management and operationalization of critical success factors within ERP implementation projects. The identification of factors leading to success or failure of ERP systems is an issue of increasing importance, since the number of organizations choosing the ERP path keeps growing. In this paper, we analyzed the evolution of strategic and tactical factors along the ERP implementation phases. Our findings suggest that while both good strategy and tactics are essential for a successful ERP implementation project, their importance shifts as the project moves through its lifecycle.

- Pastor J., Esteves J. 2003. "Organizational and Technological Critical Success Factors Behavior Along the ERP Implementation Phases", Projects & Profits, December 2003.

Abstract: Though the implementation of an ERP project reaps, it does not come without risks. During ERP implementation, project managers usually focus more on technical and financial aspects than the non-technical issues. This article presentes a unified critical success factors model for ERP implementation projects.

2002

- Esteves J., Pastor J., Casanovas J. 2002. "Using the Partial Least Squares (PLS) Method to Establish the Critical Success Factors Interdependence in ERP Implementation Projects", Technical Research Report, Universidad Politecnica de Catalunya, LSI-02-23-R, March 2002.

Abstract: This technical research report proposes the usage of a statistical approach named Partial Least squares (PLS) to define the relationships between critical success factors for ERP implementation projects. In previous research work, we developed a unified model of critical success factors for ERP implementation projects. Some researchers have evidenced the relationships between these critical success factors, however no one has defined in a formal way these relationships. PLS is one of the techniques of structural equation modelling approach. Therefore, in this report is presented an overview of this approach. We provide an example of PLS method modelling application; in this case we use two critical success factors. However, our project will be extended to all the critical success factors of our unified model. To compute the data, we are going to use PLS-graph developed by Wynne Chin.

- Esteves J., Pastor J. 2002. "A Framework to Analyse Most Critical Work Packages in ERP Implementation Projects", International conference on enterprise information systems (ICEIS), Spain, April 2002. 

Abstract:In order to achieve success in a software project, it is important to define and analyze the most critical processes within the project. A common approach to define most critical processes is the Process Quality Management (PQM) method. However, the process structure of the PQM method is too simple since it only provides one level of process analysis. Real cases imply project process structures that are more complex. We have improved the PQM analysis section to provide more depth to real project structures. This study attempts to analyze this issue in a specific type of software projects: Enterprise Resource Planning (ERP) implementation projects. We present a framework to analyze most critical work packages in ERP implementation projects. We then apply the result of the analysis to SAP implementation projects. The result is a list of critical work packages in each phase of a SAP implementation project. These results show the higher importance of work packages related with organizational and project management aspects compared with the technical ones. Therefore, these results evidence the need of project managers to focus on these work packages.

- Esteves J., Pastor J. 2002. "Understanding the ERP Project Champion Role and its Criticality", European Conference on Information Systems (ECIS), Poland, June 2002.

Abstract:Existence of an adequate project champion role has been identified as a critical success factor in ERP implementation projects. However, the figure of the project champion is not yet quite well understood. Some authors relate it with the project sponsor figure while others relate it with the project manager figure. This paper tries to clarify these concepts. Our research framework has been based upon an extensive ERP literature review and a web survey. The findings of this survey show that the adequate project champion role is that of the project sponsor; respondents also think that both project manager and project sponsor are critical to the success of an ERP implementation project and not merely the project champion figure. We also show the interdependence between project sponsor role, project manager role and ERP project success, for which we present an interdependence model.  

- Esteves J., Ramos I., Carvalho J. 2002. "Use of Grounded Theory in Information Systems Area: An Exploratory Analysis", European Conference on Research Methods (ECRM), Reading (UK), April 2002.

Abstract: Lately, Grounded Theory method is gaining importance as a method for theory building. However, its application is not free of criticism due to lack of rigour and formality in research procedures and description of results. We analysed four cases were Grounded Theory method was used and, for each case, we identified several issues to the use of this research method. A number of recommendations and a list of critical success factors for practitioners has been generated as a result of the findings of this study. We think that this information might be useful for people that is starting a research project and want to use Grounded Theory method.  

- Esteves J., Pastor J., Casanovas J. 2002. "Monitoring and Evaluating Training in ERP Implementation Projects", European conference on Information Technology Evaluation, (ECITE), Paris, July 2002.

Abstract: During the last years some researchers have studied the topic of critical success factors in ERP implementations, out of which 'training' is cited as one of the most ones. Up to this moment, there is not enough research on the management and operationalization of critical success factors within ERP implementation projects. This paper presents a proposal for monitoring training in ERP implementations. In order to develop a set of metrics for such a monitoring task, we have used the Goals/Questions/Metrics (GQM) approach. The GQM approach is a mechanism for defining and interpreting operational, measurable goals. Because of its intuitive nature the approach has gained widespread appeal. As a result, we propose a GQM preliminary plan with different metrics to monitor and control training while implementing an ERP system.

- Esteves J., Pastor J., Casanovas J. 2002. "Monitoring Business Process Redesign in ERP Implementation Projects", Americas Conference on Information Systems (AMCIS), Dallas (USA), August 2002.

Abstract: ERP implementation success is influenced by a large number of factors, which most of the times are difficult to measure objectively. Adequate Business Process Redesign (BPR) is one of the most cited critical success factors in ERP implementation projects, and one of the most critical ones for the their satisfactory outcome. This study attempts to define a set of metrics for monitoring BPR within ERP implementation projects by using the Goals/Questions/Metrics method. The results of this work are twofold. First, a literature review on the BPR topic as related with ERP implementation projects is presented. And second, a Goals/Questions/Metrics preliminary plan to monitor and control BPR within ERP implementation projects is proposed.

- Esteves J., Pastor J., Casanovas J. 2002. "Measuring Sustained Management Support in ERP Implementation Projects: A GQM Approach", Americas Conference on Information Systems (AMCIS), Dallas (USA), August 2002.

Abstract: Some researchers have studied the critical success factors in ERP implementations, out of which sustained management support is cited as the most one. Up to this moment, there is not enough research on the management and operationalization of critical success factors within ERP implementation projects. This paper presents a proposal for monitoring sustained management support in ERP implementations. In order to develop a set of metrics for such a monitoring task, we have used the goals/questions/metrics approach. As a result, we propose a GQM preliminary plan with different metrics to monitor and control sustained management support while implementing an ERP system.

- Esteves J., Pastor J., Casanovas J. 2002. "A Framework Proposal for Monitoring and Evaluating Training in ERP Implementation Projects", Technical Research Report, July 2002

Abstract: During the last years some researchers have studied the topic of critical success factors in ERP implementations, out of which 'training' is cited as one of the most ones. Up to this moment, there is not enough research on the management and operationalization of critical success factors within ERP implementation projects. This technical research report proposes a framework for monitoring and evaluating training in ERP implementation projects. In order to develop a set of metrics for such monitoring and evaluating tasks, we have used the Goals/Questions/Metrics (GQM) approach. The GQM approach is a mechanism for defining and interpreting operational, measurable goals. Because of its intuitive nature the approach has gained widespread appeal. As a result, we propose a GQM preliminary plan with different metrics to monitor, control and evaluate training while implementing an ERP system. We also propose a three dimensional framework to interpret the metrics defined.

- Esteves J., Pastor J., Casanovas J 2002."A Metric Plan Proposal to Monitor User Involvement and Participation in ERP Implementation Projects",  3º. Conference of Associação Portuguesa de sistemas de informação (APSI), Portugal, November 2002.

Abstract: ERP implementation success is influenced by a large number of factors, which most of the times are difficult to measure objectively. User involvement and participation is one of the most cited critical success factors in ERP implementation projects, and one of the most critical ones for the their satisfactory outcome. This study attempts to define a set of metrics for monitoring user involvement and participation within ERP implementation projects by using the Goals/Questions/Metrics method. The results of this work are twofold. First, a literature review is presented on the user involvement and participation topic as related with ERP implementation projects. And second, a Goals/Questions/Metrics preliminary plan is proposed to monitor and control user involvement and participation within ERP implementation projects.

- Esteves J., Pastor J., Casanovas J. 2002. "Web Surveys for IS: Opportunities and Hindrances",International Symposium on Research Methods, Barcelona, December  2002.

2001

- Esteves J., Carvalho J., Santos A. 2001. "Towards an ERP life-cycle Costs Model", Information Resources Management Association (IRMA) international conference, Toronto, 20-23 May 2001.

Abstract:Many organizations have adopted ERP systems, but most of them are not aware of the total costs associated with them, and they only consider the costs related with the software acquisition. This article is an exploratory study that sets out to identify other costs related to ERP systems during their life-cycle. Through the different phases of the life-cycle we define and categorize the various costs. The costs were classified as tanglible and intangible. We also describe a case study where the costs related to the three initial phases of the life-cycle were analyzed: acquistion, implementation, and usage and maintenance. Finally, some conclusions are drawn and we pose some research questions for further work.

- Esteves J., Pastor J. 2001. "Analysis of the ERP Project Champion Role and Criticality", Technical Research Report, LSI-01-33-R, Universidad Politecnica de Catalunya, June 2001.

- Esteves J., Pastor J. 2001. "Establishing the Importance of ERP Implementation Critical Success Factors Along ASAP Methodology Processes", International conference on enterprise information systems (ICEIS), vol 1, Portugal, 2001, pp. 182-187

- Esteves J. Pastor J. 2001. "Analysis of Critical Success Factors Relevance along SAP Implementation Phases", Americas Conference on Information Systems (AMCIS), 2001.

Abstract: This paper seeks to analyze the relevance of critical success factors along SAP implementation phases. The ASAP implementation methodology is used as the SAP implementation reference model. Applying a process quality management method and the grounded theory method, we derive a matrix of critical success factors versus ASAP processes. Then, we evaluate the relevance of critical success factors along the five phases of ASAP, specifically of those ones related with organizational perspective. These findings will help managers to develop better strategies for supervising and controlling SAP implementation projects.  

- Esteves J., Pastor J. 2001. "Enterprise Resource Planning Systems Research: An Annotated Bibliography", Communications of the Association for Information Systems (CAIS), vol. 7, article 8, August 2001.

Abstract: Despite the growing interest on ERP systems, publications on these systems within the academic Information Systems community, as reflected by contributions to international conferences and journals is only emerging. The goal of this study is to provide an annotated bibliography of the ERP publications published in the main Information Systems conferences and journals and to review the state of art in this area. The surveyed publications are categorized through an ERP life-cycle based framework that is structured in phases. The phases are the different stages of an ERP system life-cycle within an organization.  Furthermore, we present topics for further research in each phase.

- Esteves J., Jorje J. 2001. "Comparative Analysis of SAP Implementation Methodologies" (in portuguese), 2º. Conference of Associação Portuguesa de sistemas de informação (APSI), Portugal, November 2001.

- Esteves J., Pastor J. 2001. "Goals/Questions/Metrics (GQM) Method and SAP Implementation Projects", Technical Research Report, LSI-01-49-R, Universidad Politecnica de Catalunya, November 2001.

Abstract:  During the last years some researchers have studied the critical success factors (CSFs) in ERP implementations. However, until now, no one has studied how these CSFs should be put in practice to help organizations achieve success in ERP implementations. This technical research report attempts to define the usage of Goals/Questions/Metrics (GQM) approach in the definition of a measurement system for ERP implementation projects. GQM approach is a mechanism for defining and interpreting operational, measurable goals. Lately, because of its intuitive nature the approach has gained widespread appeal. We present a metrics overview and a description of GQM approach. Then we provide an example of GQM application for monitoring sustained management support in ERP implementations. Sustained management support is the most cited critical success factor in ERP implementation projects.

2000

- Esteves J., Carvalho J., Santos A. 2000. "An ERP System Lifecycle Costs Model" (in portuguese), VII congresso nacional de custos, Recife, Brasil, August 2000.

- Esteves J., Pastor J. 2000a. "Towards a  Unified ERP Implementation Critical Success Factors Model", first conference of portuguese association of information systems, Portugal, p. 39., October 2000.

- Esteves J., Pastor J. 2000b. "Towards the Unification of Critical Success Factors for ERP Implementations", 10th Annual BIT conference, Manchester, UK., November 2000. (see html version)

Abstract: Despite the benefits that can be achieved from a successful ERP system implementation, there is already evidence of high failure risks in ERP implementation projects. Too often, project managers focus mainly on the technical and financial aspects of the implementation project, while neglecting or putting less effort on the nontechnical issues. Therefore, one of the major research issues in ERP systems today is the study of ERP implementation success. Some authors have shown that ERP implementation success definition and measurement depends on the points of view of the involved stakeholders. A typical approach used to define and measure ERP implementation success has been critical success factors approach.Along this line, in this research we seek to contribute to our understanding of the critical success factors of ERP implementations and how these factors can be put into practice to help the process of project management in ERP implementations. We attempt to build a consensus from previous research and to derive a unified model of critical success factors in ERP implementations.For this purpose we apply grounded theory as our main research method. We have collected all the relevant research material and we have coded it. To increase the validity and reliability of the study, the several information sources have been triangulated and inconsistencies have been clarified with additional documentation. This study provides the results of the open coding process from our application of the grounded theory method. After the coding step, we obtain an initial unified model of the critical success factors in ERP implementations. We then map these critical success factors in a matrix with four perspectives: organisational, technological, strategic and tactical.

- Esteves J., Pastor J. 2000c. "ERP Systems: Overview and Research Issues", technical research report, LSI-00-4-R, Universidad Politecnica de Catalunya ,  January 2000.

- Pastor J. Esteves J. 2000d. " Enterprise Resource Planning : An Annotated Bibliography", technical research report, Universidad Politecnica de Catalunya, November 2000.

- Esteves J., Pastor J. 2000e. "Applying Grounded Theory to Create a Unified Critical Success Factors Model for ERP Implementations", technical research report, LSI-00-58-R, Universidad Politecnica de Catalunya, October 2000.

1999

- Esteves J., Pastor J. 1999. "An ERP Life-cycle-based Research Agenda". 1º International Workshop on Enterprise Management Resource and Planning Systems (EMRPS), Venice, Italy, pp. 359-371.

Abstract. Since the study of ERP systems is a new area, there is very little theoretical or empirical research on the topic. Limited studies have been conducted in the past, but now, due to the magnitude of the ERP phenomenom, the need for such studies has become very important. With regard to research on ERP-related topics, we have found a large scope of research issues and a great number of influencing variables, which we have here attempted to organize into a framework. Thus, this initial position paper sets out to list, define and categorize the research issues relating to ERP systems within an ERP life-cycle process framework. The framework is structured in phases and dimensions. The phases are the different stages of an ERP system life-cycle within an organization, and the dimensions are the different viewpoints by which the phases could be analyzed.

Pastor J., Esteves J. 1999. "The ERP life-cycle"(in spanish), Datamation Magazine, spanish version, December 1999.