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Uncovering Key Features for Model-Driven Engineering of Complex Performance Indicators: A Scoping Review

Published 7 May 2025 in cs.SE, cs.IT, and math.IT | (2505.04498v1)

Abstract: This paper addresses challenges of designing and managing Complex Performance Indicators (CPI), which amalgamate individual indicators to measure latent, yet crucial business factors like customer satisfaction or sustainability indices. Despite their significant value, designing and managing CPI is intricate; they evolve with rapidly changing business contexts and present comprehension and explanation challenges for end-users. Model-Driven Engineering (MDE) emerges as a potent solution to overcome these hurdles and ensure CPI adoption, though its application to CPI remains an understudied research area. While prior efforts targeted specific CPI modeling objectives, a comprehensive overview of literature advancements is lacking. This study addresses this gap by conducting a scoping review yielding dual outcomes: (1) a comprehensive mapping of modeling features in the literature and (2) a comparative analysis of the coverage offered by the modeling frameworks. These outcomes enhance CPI understanding in academic and practitioner circles and offer insights for future MDE CPI advancements.

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Summary

Overview of the Scoping Review on Model-Driven Engineering of Complex Performance Indicators

The paper "Uncovering Key Features for Model-Driven Engineering of Complex Performance Indicators: A Scoping Review" presents an exhaustive analysis of the challenges and methodologies associated with designing and managing Complex Performance Indicators (CPIs) using Model-Driven Engineering (MDE). CPIs are pivotal for evaluating essential yet latent business factors, such as customer satisfaction and sustainability indices. However, the intricacy of CPIs arises from their dynamic nature and the difficulty of conveying their significance to end-users—a challenge addressed through MDE.

This research emphasizes the inadequacies in existing literature concerning comprehensive CPI modeling frameworks. A scoping review was conducted to address this gap, detailing two primary outcomes: a comprehensive mapping of existing modeling features and a comparative analysis of the coverage provided by different modeling frameworks. The review identifies critical aspects in academic and practitioner circles that facilitate understanding and future development of MDE in the context of CPIs.

Key Findings

The scoping review identifies several significant features needed for MDE approaches to effectively support CPI design and implementation. These features fall into three major categories corresponding to the main challenges in MDE: language expressiveness, business user empowerment, and capabilities/support for MDE:

  1. Language Expressiveness: Essential language constructs for CPI modeling are identified, such as indicator attributes, formulae, business rules, and relationships. The analysis outlines features that capture the comprehensive process of CPI modeling, facilitating clear mathematical representation and traceability.
  2. Business User Empowerment: The review highlights features that bridge the gap between technical CPI modeling and business artifacts. This includes mapping CPIs to business goal models, process models, conceptual models, and organizational structures. Such connections foster a better understanding and increased accessibility for business users, allowing them to design and manage CPIs effectively.
  3. Capabilities and Support for MDE: The frameworks are assessed in terms of their ability to compute, visualize, and transform CPIs into usable business intelligence components. Features related to runtime, query languages, and graphical notation are particularly noteworthy, indicating a need for robust tool support to empower end-users.

Implications and Future Directions

The paper’s findings suggest several implications for both research and practice. Despite the variety of frameworks examined, no single framework achieves full coverage of all identified features, revealing substantial room for improvement in MDE applied to CPIs.

Practically, the comprehensive feature list provides a guideline for developing more effective MDE tools and techniques that could better serve businesses. Practitioners and tool developers might leverage these insights to enhance user empowerment, ensuring that CPIs are not only a technical construct but also a strategic asset easily understood and manipulated by non-technical business users.

Theoretically, this scoping review sets the foundation for further research to fill identified gaps, focusing on integrating empirical insights from practitioners to complement the literature-driven perpective. Future works should explore establishing the relative importance of these features and investigate methodologies for a unified framework that addresses all identified modeling challenges.

In conclusion, this paper lays the groundwork for the evolution of robust, user-centric, and comprehensive CPI frameworks within the MDE paradigm. By aligning more closely with the dynamic needs of businesses, future research and development can significantly enhance the contribution of CPIs to strategic decision-making and competitive advantage.

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