Evaluación y clasificación de las técnicas utilizadas por las organizaciones, en las últimas décadas, para seleccionar proyectos

  1. Fernández Carazo, Ana
  2. Gómez Núñez, Trinidad
  3. Guerrero Casas, Flor María
  4. Caballero Fernández, Rafael
Revue:
Revista de métodos cuantitativos para la economía y la empresa

ISSN: 1886-516X

Année de publication: 2008

Volumen: 5

Pages: 67-115

Type: Article

D'autres publications dans: Revista de métodos cuantitativos para la economía y la empresa

Résumé

La metodología empleada por las organizaciones empresariales para distribuir su presupuesto y seleccionar que proyectos, entre todos los posibles candidatos, deben ser ejecutados para cubrir sus necesidades ha evolucionado mucho desde que dichas organizaciones empezaron a apoyar sus decisiones de selección en algún modelo matemático. El propósito de este trabajo es realizar un análisis descriptivo y comparativo de las diferentes técnicas empleadas a lo largo del tiempo, incorporando un pequeño ejemplo que clarifique su funcionamiento y poniendo de manifiesto tanto sus ventajas como sus inconvenientes. En alguna medida, estos inconvenientes fueron motivando su evolución hacia técnicas cada vez más complejas y completas hasta llegar a nuestros días. Nuestro estudio ha permitido observar, por un lado, que la evolución de las organizaciones ha llevado a que cambie sustancialmente el problema de selección, pasando de seleccionarse proyectos a seleccionarse y planificar carteras de proyectos y, por otro lado, que el problema aún no está solucionado, ya que es necesario lograr un modelo global que resuelva cualquier problema de selección y planificación temporal de cartera de proyectos

Références bibliographiques

  • Apperson, C., Arefzadeh, F., Dinsmore, A., Grabowskki, R., May, D., Morandi, K, Tawney, B. y White, KP. (2005). "Project selection for technology investment", IEEE Conference Proceedings of the 2005 Systems and Information Engineering Design Symposium, 151-157.
  • Archer, N.P. y Ghasemzadeh, F. (1999). "Project portfolio selection techniques: a review and suggested integrated approach", En: Dye, L.D. y Pennypacker, J.S., editores. Project Portfolio Management: selecting and prioritizing projects for competitive advantage, West Chester, PA, USA: Center for Business, 207-237.
  • Baker, N.R. y Pound, W.H. (1964). "R&D project selection: where we stand", IEEE Transactions on Engineering Management, 11, 4, 124-134.
  • Baker, N.R. (1974). "R&D project selection models: an assessment", IEEE Transactions on Engineering Management, EM-21, 4, 165-171.
  • Baker, N.R y Freeland, J. (1975). "Recent advances in R&D benefit measurement and project selection methods", Management Science, 21, 10, 1164-1175.
  • Ballestero, E. y Romero, C. (1998). Multiple Criteria Decision Making and its Applications to Economic Problems, Kluwer, Boston.
  • Barba-Romero, S. y Pomerol, J.C. (1997). Decisiones multicriterio, fundamentos teóricos y utilización práctica, Colecciones de Economía. Servicio de Publicaciones Universidad de Alcalá, Madrid.
  • Brans, J.P., Vincke, B.H. y Mareschal, B. (1986). "How to select and how to rank projects. the PROMETHEE method", European Journal of Operational Research, 24, 228-238.
  • Caballero, R., Gómez, T., Molina, J., Carazo, A.F. y Hernández-Díaz, A.G. (2007). "A general model for multi-objetive project portfolio selection", 19th International Conference on Multiple Criteria Decision Making. MCDM for Sustainable Energy and Transportation Systems, Auckland (Nueva Zelanda).
  • Carazo, A.F. (2007). "Selección y planificación temporal de una cartera d e proyectos bajo un enfoque multicriterio", Tesis Doctoral, Universidad Pablo de Olavide, Sevilla.
  • Carazo, A.F., Gómez T., Molina, J., Hernández-Díaz, A, Caballero, R. y Guerrero, F. (2007). "Selección y planificación de cartera de proyectos: formalización de un modelo genérico", RECT" Revista Electrónica de Comunicaciones y Trabajos de ASEPUMA.
  • Charnes, A., Cooper, W. W. y Rhodes, E. (1978). "Measuring the efficiency of decision making units", European Journal of Operational Research, 2, 3, 429-444.
  • Chien, C. (2002). "A portfolio-evaluation framework for selecting R&D projects", R&D Managent, 32, 4, 359-368.
  • Chiou, H-K. y Tzeng, G-H. (2004). "DEA with imprecise data for R&D project evaluation in Taiwan", En MOPGP 04, 6th Multi Objective Programming and Goal Programming Conference. New Trends and Applications.
  • Cho, K.T. y Kwon, C.S. (2004). "Hierarchies with dependence of technological alternatives: a cross-impact hierarchy process", European Journal of Operational Research, 156, 2, 420-432.
  • Cleland, D.I. y Irelano, L.R. (2002). Project management strategic design and implementation. McGraw-Hill Professional, New York.
  • Coldrick, S., Lawson, C.P., Lockwood, C. y Ivey, P.C. (2002). "A decision framework for R&D project selection", Engineering Management Conference, IEEE International, 1, 413-418.
  • Coldrick, S., Longhurst, P., Ivey, P.C. y Hannis, J. (2005). "An R&D options selection model for investment decisions", Technovation, 25, 3, 185-193.
  • Cook, W.D. (2004). "Qualitative data in DEA", En: Cooper, W.W., Seifor, L.M. and Zhu, J., editores. Envelopment Analysis, Kluwer Acadenic Publishers, London, 153-176.
  • Cooper, W.W., Park, K.S. y Yu, G. (1999b). "IDEA and AR-IDEA: models for dealing with imprecise data in DEA", Management Science, 45, 4, 597-607.
  • Cooper, R.G., Edgett, S.J. y Kleinschmidt, E.J. (2001). "Portfolio management for new product development: results of an industry practices study", R&D Management, 31, 4, 361-378.
  • Czajkowski, A.F. y Jones, S. (1986). "Selecting interrelated R&D projects in space technology planning", IEEE Transactions on Engineering Management, EM-33, 1, 17-24.
  • Duarte, B.P.M. y Reis, A. (2006). "Developing a project evaluation system based on multiple attribute value theory", Computers & Operations Research, 33, 5, 1488-1504.
  • Dye, L.D. y Pennypacker, J.S. (1999). "An introduction to project portfolio management", En: Dye, L.D. y Pennypacker, J.S., editores. Project Portfolio Management: selecting and prioritizing projects for competitive advantage, West Chester, PA, USA: Center for Business Practices. XI-XVI.
  • Easton, A. (1973). Complex managerial decisions involving multiple objectives, Jonh Wiley and Sons, New York.
  • Eilat, H., Golany, B. y Shtub, A. (2006). "Constructing and evaluating balanced portfolios of R&D projects with interactions: a DEA based methodology", European Journal of Operational Research, 172, 1018-1039.
  • Ellis, L.W. (1984). "Viewing R&D project financially", Research Management, 7, 2, 29-34.
  • Fernández, E. y Navaro, J. (2005). "Computer-based decision models for R&D project selection in public organizations", Foundations of Computing and Decision Sciences, 30, 2, 103-131.
  • Fox, G.E., Baker, N.R. y Bryant, J.L. (1984). "Economic models for R&D project selection in the presence of project interactions", Management Science, 30, 890-902.
  • Freeman, C. (1982). The Economics of industrial Innovation, Frances Printer, London.
  • Gear, A.E. y Lockett, A.G. (1973). "A dynamic model of multistage aspects of research and development portfolios", IEEE Transactions on Engineering Management, EM20, 1, 22-29.
  • Gear, A.E. (1974). "A review of some recent developments in portfolio modelling in applied research and development", IEEE Transactions on Engineering Management, 21, 3, 119-125.
  • Graves, S.B. y Ringuest, J.L. (1991). "Evaluating competing R&D investments", Research Technology Management, 34, 4, 32-35.
  • Graves, S.B. y Ringuest, J.L. (2003). Models & methods for project selection: concepts from management science, finance and information technology, Kluwer Academic Publishers, Boston.
  • Gustafsson, J. y Salo, A. (2005). "Contingent portfolio programming for the management of risk project", Informs, 53, 6, 946-956.
  • Hall, D.L. y Nauda, A. (1990). "Interactive approach for selecting IR&D projects", IEEE Transaction on Engineering Management, 37, 2, 126-131.
  • Hartmann, M. y Hassan, A. (2006). "Application of real options analysis for pharmaceutical R&D project valuation-empirical results from a survey", Research Policy, 35, 343-354.
  • Heidenberger, K. (1996). "Dynamic project selection and funding under risk: a decision tree based MILP approach", European Journal of Operational Research, 95, 2, 284-298.
  • Heidenberger, K. y Stummer, C. (1999). "Research and development project selection a nd resource allocation: a review of quantitative modelling approaches", International Journal of Management Reviews, 1, 197-224.
  • Henriksen, A.D. y Traynor, J.A. (1999). "A practical R&D project selection scoring tool", IEEE Transactions on Engineering Management, 46, 2, 158-170.
  • Hess, S.W. (1993). "Swinging on the branch of a tree: project selection applications", Interfaces, 23, 6, 5-12.
  • Howard, R.A. y Metheson, J.E. (1984). "Influence diagrams", En: Howard, R.A. y Metheson, J.E., editores. Readings on the Principles and Applications of Decision Analysis, Vol. II: Professional Collection, Strategic Decision Group, Menlo Park, CA, 719-762.
  • Jackson, B. (1983). "Decision methods for selecting a portfolio of R&D projects", Research Management, 26, 5, 21-26.
  • Keeney, R.L. y Raiffa, H. (1976). Decision with multiple objectives: preferences and value tradeoffs, John Wiley and Sons, New York.
  • Kimms, A. (2001). Mathematical Programming and Financial Objectives for Scheduling Projects, Kluwer, Boston.
  • Lawson, C.P., Longhurst, P.J. y Ivey, P.C. (2006). "The application of a new research and development project selection model in SMEs", Technovation, 26, 2, 242-250.
  • Lee, J.W. y Kim, S.H. (2001). "An integrated approach for interdependent information system project selection", International Journal of Project Management, 19, 2, 111-118.
  • Liberatore, M.J. y Titus, G.J. (1983). "The practice of Management Science R&D Project Management", Management Science, 29, 8, 962-974.
  • Liberatore, M.J. (1987). "An extension of the analytic hierarchy process for industrial R&D project selection and resource allocation", IEEE Transactions on Engineering Management, 34, 4, 12-18.
  • Linton, J.D., Walsh, S.T. y Morabito, J. (2002). "Analysis, ranking and selection of R&D projects in aportfolio", R&D Management, 32, 2, 139-148.
  • Lockett, G., Hetherington, B. y Yallup, P. (1986). "Modeling a research portfolio using AHP: a group decision process", R&D Management, 16, 2, 151-160.
  • Lorie, J.H. y Savage, L.J. (1955). "Three problems in Rationing Capital", Journal of Business, 28, 229-239.
  • Lucas, H. y Moore, J. (1976). "A multiple-criterion scoring approach to information system project selection", Infor, 14, 1, 1-12.
  • Martino, J.P. (1995). Research and development project selection. Wiley Series in Engineering & Technology Management, New York.
  • Mathieu, R.G. y Gibson, J.E. (1993). "A methodology for large-scale R&D planning based on cluster analysis", IEEE Transactions on Engineering Management, 40, 3, 283-292.
  • Mavrotas, G., Diakoulaki, D. y Capros, P. (2003). "Combined MCDA-IP approach for project selection in the electricity market", Annals of Operations Research, 120, 159-170.
  • Mavrotas, G., Diakoulaki, D. y Caloghirou, Y. (2006). "Project prioritization under policy restrictions. A combination of MCDA with 0-1 programming", European Journal of Operational Research 171, 1, 296-308.
  • Meredith, J.R. y Mantel, S.J. (1999). "Project Selection", En: Dye, L.D. y Pennypacker, J.S., editores. Project Portfolio Management: selecting and prioritizing projects for competitive advantage, West Chester, PA, USA: Center for Business Practices, 135-167.
  • Molina, J., Hernández-Díaz, A., Carazo, A.F., Caballero, R. y Gómez, T. (2007). "Instance generator for a Multi-Objetive project porfolio selection problem". EURO XXII. 22nd European Conference On Operacional Research. Prague (Czech Republic).
  • Moore, J.R. y Baker, N.R. (1969). "An analytical approach to scoring model design-application to research and development project selection", IEEE Transactions on Engineering Management, 16, 3, 90-98.
  • Oral, M., Kettani, O. y Lang, P. (1991). "A methodology for collective evaluation and selection of industrial R&D project", Management Science, 37, 7, 871-885.
  • Ormala, E. (1986). Analysis and supporting R&D project evaluation, Technical Research Centre of Finland, Espoo.
  • Paralera, C. (2005). Localización de incineradoras de materiales específicos de riesgo en Andalucía bajo un enfoque multicriterio", Tesis Doctoral, Universidad Pablo de Olavide, Sevilla.
  • Pessemier, E.A. y Baker, N.D. (1971). "Project and program decisions in research development", R&D Management, 2, 1, 3-14.
  • Ringuest, J.L. y Graves, S.B. (1989). "The linear multi-objetive R&D project selection problem", IEEE Transactions on Engineering Management, 36, 1, 54-57.
  • Ringuest, J.L. y Graves, S.B. (1990). "The linear R&D project selection problem. An alternative to net present value", IEEE Transactions on Engineering Management, 37, 2, 143-146.
  • Ríos, S., Bielza, C. y Mateos, A. (2002). Fundamentos de los Sistemas de Ayuda a la Decisión, RA-MA, Madrid.
  • Romero, C. (1993). Teoría de la decisión multicriterio: conceptos, técnicas y aplicaciones, Alianza editorial, Madrid.
  • Saaty, T.L. (1980). The analytic hierarchy process: planning, priority, setting resource allocation, McGraw-Hill, New York.
  • Santhanam, R. y Kyparisis, J. (1995). "A multiple criteria decision model for information system project selection", Computers Operations Research, 22, 8, 807-818.
  • Savage, L.J. (1954). The Foundations of Statistics, John Wiley, New York. Schniederjans, M.J. y Wilson, R.L. (1991). "Using the analytic hierarchy process and goal programming for information system project selection", Information & Management, 20, 5, 333-342.
  • Spradlin, C.T. y Kutoloski D.M. (1999). "Action-oriented portfolio management", Research Technology Management, 42, 2, 26-32.
  • Smith, S. y Baker, J. (1999). "Benefit-cost ratio: selection tool or trap", En: Dye, L.D. y Pennypacker, J.S., editores. Project Portfolio Management: selecting and prioritizing projects for competitive advantage, West Chester, PA, USA: Center for Business Practices, 281-285.
  • Weingartner, H.M. (1966). "Capital budgeting of interrelated projects: survey and synthesis", Management Science, 12, 485-516.