A maturity model of occupational safety and health in industry 4.0: An analysis in Brazilian organizations

Verônica Venturini Kusma , Bruna Maria Gerônimo , Fernanda Cavicchioli Zola , Franciely Veloso Aragão , Daiane Maria De Genaro Chiroli , João Luiz Kovaleski
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Abstract

The Industry 4.0 paradigm reshapes labor dynamics, substituting human activities with efficient machines and interconnecting systems into complex networks. This transformation challenges workers' health and occupational safety. Technical adaptation is crucial for market competitiveness amidst this evolving landscape. At the same time, investment in training is imperative for a successful transition into this new industrial era. Nonetheless, many enterprises still need a comprehensive understanding of Industry 4.0 concepts and their relevance to occupational safety. To address this gap, this study proposes a maturity model (MM) for evaluating occupational safety in the context of Industry 4.0. The model was developed through a three-step process: development, application, and validation. It incorporates a framework of seven analysis groups: strategy, leadership, operations, organizational culture, people, governance, and technology. Criteria for each group were established based on current Brazilian regulatory standards (ISO 45001) and recent literature. The best-worst method (BWM) was employed to assign weights to these criteria and evaluate the model's effectiveness. Testing and validation of the model were carried out in two chemical industries in Brazil. The results indicate that the proposed model effectively aids organizations in assessing their maturity level in health and occupational safety amidst Industry 4.0 challenges. It provides valuable insights for aligning organizational strategies with best practices in occupational safety and Industry 4.0 integration.
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工业4.0中职业安全与健康的成熟度模型:对巴西组织的分析
工业4.0范式重塑了劳动动态,用高效的机器取代了人类活动,并将系统互连成复杂的网络。这种转变对工人的健康和职业安全构成挑战。在这种不断变化的环境中,技术适应对市场竞争力至关重要。与此同时,对培训的投资对于成功过渡到这个新的工业时代至关重要。尽管如此,许多企业仍然需要全面了解工业4.0概念及其与职业安全的相关性。为了解决这一差距,本研究提出了一个成熟度模型(MM)来评估工业4.0背景下的职业安全。该模型是通过三个步骤开发的:开发、应用和验证。它结合了七个分析组的框架:战略、领导、运营、组织文化、人员、治理和技术。每个组的标准是根据现行巴西监管标准(ISO 45001)和最近的文献建立的。采用最佳-最差法(best-worst method, BWM)对这些指标进行权重分配,并对模型的有效性进行评价。该模型在巴西的两个化学工业中进行了测试和验证。结果表明,该模型有效地帮助组织评估其在工业4.0挑战下的健康和职业安全成熟度水平。它为将组织战略与职业安全和工业4.0集成的最佳实践相结合提供了有价值的见解。
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