|сгенерировать QR код
Открытый доступ
Только для подписчиков
Оценка снижения эффективности российских компаний от ухода зарубежных вендоров ИТ-продуктов
https://doi.org/10.32609/0042-8736-2023-8-100-122
Аннотация
На информации о деятельности 6 тыс. российских компаний за 15 лет (2007—2021 гг.) оценены их потери в результате применения санкций против России и ухода части иностранных вендоров ИТ-продуктов. Моделирование производственной функции выявило, что российские фирмы в среднем примерно одинаково зависят от отечественных и зарубежных цифровых продуктов, что говорит о среднем уровне риска, но влияние неоднородное. Иностранные продукты имеют нелинейный (убывающий) эффект, а российские влияют линейно. Отдача от ИТ и риск потери эффективности существенно меняются во времени и варьируют между отраслями. Можно предположить, что экономика страны сохранит эффективность в ближайшей перспективе, но уход зарубежных вендоров создает угрозы для ее долгосрочного развития.
Об авторах
Ю. Н. Найденова
Национальный исследовательский университет «Высшая школа экономики»
Россия
Россия
Найденова Юлия Николаевна, кандидат экономических наук, замзаведующего Международной лаборатории экономики нематериальных активов
Пермь
Г. В. Теплых
Национальный исследовательский университет «Высшая школа экономики»
Россия
Россия
Теплых Григорий Васильевич, младший научный сотрудник Международной лаборатории экономики нематериальных активов
Пермь
Список литературы
1. Ackerberg D. A., Caves K., Frazer G. (2015). Identification properties of recent production function estimators. Econometrica, Vol. 83, No. 6, pp. 2411—2451. https://doi.org/10.3982/ECTA13408
2. Amid A., Moalagh M., Zare Ravasan A. (2012). Identification and classification of ERP critical failure factors in Iranian industries. Information Systems, Vol. 37, No. 3, pp. 227—237. https://doi.org/10.1016/j.is.2011.10.010
3. Antràs P., Chor D. (2021). Global value chains. NBER Working Paper, No. 28549. https://doi.org/10.3386/w28549
4. Barney J. (1991). Firm resources and sustained competitive advantage. Journal of Management, Vol. 17, No. 1, pp. 99—120. https://doi.org/10.1177/014920639101700108
5. Beji R., Yousfi O., Loukil N., Omri A. (2021). Board diversity and corporate social responsibility: Empirical еvidence from France. Journal of Business Ethics, Vol. 173, pp. 133—155. https://doi.org/10.1007/s10551-020-04522-4
6. Bharadwaj A. S. (2000). A resource-based perspective on information technology capability and firm performance: An empirical investigation. MIS Quarterly, Vol. 24, No. 1, pp. 169—196. https://doi.org/10.2307/3250983
7. Bloom N., Sadun R., Reenen J. V. (2012). Americans do it better: US multinationals and the productivity miracle. American Economic Review, Vol. 102, No. 1, pp. 167—201. https://doi.org/10.1257/aer.102.1.167
8. Blundell R., Bond S. (2000). GMM estimation with persistent panel data: Аn application to production functions. Econometric Reviews, Vol. 19, No. 3, pp. 321—340. https://doi.org/10.1080/07474930008800475
9. Bøler E. A., Moxnes A., Ulltveit-Moe K.H. (2015). R&D, international sourcing, and the joint impact on firm performance. American Economic Review, Vol. 105, No. 12, pp. 3704—3739. https://doi.org/10.1257/aer.20121530
10. Brynjolfsson E., Hitt L. (1996). Paradox lost? Firm-level evidence on the returns to information systems spending. Management Science, Vol. 42 , No. 4, pp. 541—558. https://doi.org/10.1287/mnsc.42.4.541
11. Brynjolfsson E., Hitt L. M. (2003). Computing рroductivity: Firm-level evidence. Review of Economics and Statistics, Vol. 85, No. 4, pp. 793—808. https://doi.org/10.1162/003465303772815736
12. Chae H.-C., Koh C. E., Park K. O. (2018). Information technology capability and firm performance: Role of industry. Information & Management, Vol. 55, No. 5, pp. 525—546. https://doi.org/10.1016/j.im.2017.10.001
13. Chatterjee S., Rana N. P., Dwivedi Y. K. (2021). How does business analytics contribute to organisational performance and business value? A resource-based view. Information Technology & People, https://doi.org/10.1108/ITP-08-2020-0603
14. Christensen C. M., McDonald R., Altman E. J., Palmer J. E. (2018). Disruptive innovation: An intellectual history and directions for future research. Journal of Management Studies, Vol. 55, No. 7, pp. 1043—1078. https://doi.org/10.1111/joms.12349
15. Christoffersen J. (2013). A review of antecedents of international strategic alliance performance: Synthesized evidence and new directions for core сonstructs. International Journal of Management Reviews, Vol. 15, No. 1, pp. 66—85. https://doi.org/10.1111/j.1468-2370.2012.00335.x
16. Chun H., Kim J.-W., Lee J. (2015). How does information technology improve aggregate productivity? A new channel of productivity dispersion and reallocation. Research Policy, Vol. 44, No. 5, pp. 999—1016. https://doi.org/10.1016/j.respol.2014.11.007
17. Chwelos P., Ramirez R., Kraemer K. L., Melville N. P. (2010). Research note—Does technological progress alter the nature of information technology as a production input? New evidence and new results. Information Systems Research, Vol. 21, No. 2, pp. 392—408. https://doi.org/10.1287/isre.1090.0229
18. Coşkun E., Gezici B., Aydos M., Tarhan A. K., Garousi V. (2022). ERP failure: A systematic mapping of the literature. Data & Knowledge Engineering, Vol. 142, article 102090. https://doi.org/10.1016/j.datak.2022.102090
19. Craighead C. W., Ketchen D. J. Jr., Darby J. L. (2020). Pandemics and supply chain management research: Toward a theoretical toolbox. Decision Sciences, Vol. 51, No. 4, pp. 838—866. https://doi.org/10.1111/deci.12468
20. Dedrick J., Kraemer K. L., Shih E. (2013). Information technology and productivity in developed and developing countries. Journal of Management Information Systems, Vol. 30, No. 1, pp. 97—122. https://doi.org/10.2753/MIS0742-1222300103
21. Dehning B., Richardson V. J., Stratopoulos T. (2005). Information technology investments and firm value. Information & Management, Vol. 42, No. 7, pp. 989—1008. https://doi.org/10.1016/j.im.2004.11.003
22. Dewan S., Min C. (1997). The substitution of information technology for other factors of production: A firm level analysis. Management Science, Vol. 43, No. 12, pp. 1660—1675. https://doi.org/10.1287/mnsc.43.12.1660
23. Elnahass M., Trinh V. Q., Li T. (2021). Global banking stability in the shadow of Covid-19 outbreak. Journal of International Financial Markets, Institutions and Money, Vol. 72, article 101322. https://doi.org/10.1016/j.intfin.2021.101322
24. Fawcett S. E., Wallin C., Allred C., Fawcett A. M., Magnan G. M. (2011). Information technology as an enabler of supply chain collaboration: A dynamic-capabilities perspective. Journal of Supply Chain Management, Vol. 47, No. 1, pp. 38—59. https://doi.org/10.1111/j.1745-493X.2010.03213.x
25. Giuri P., Torrisi S., Zinovyeva N. (2008). ICT, skills, and organizational change: Evidence from Italian manufacturing firms. Industrial and Corporate Change, Vol. 17, No. 1, pp. 29—64. https://doi.org/10.1093/icc/dtm038
26. Gupta S., Kumar S., Singh S. K., Foropon, C., Chandra C. (2018). Role of cloud ERP on the performance of an organization: Contingent resource-based view perspective. The International Journal of Logistics Management, Vol. 29, No. 2, pp. 659—675. https://doi.org/10.1108/IJLM-07-2017-0192
27. Hendricks K. B., Singhal V. R., Stratman J. K. (2007). The impact of enterprise systems on corporate performance: A study of ERP, SCM, and CRM system implementations. Journal of Operations Management, Vol. 25, No. 1, pp. 65—82. https://doi.org/10.1016/j.jom.2006.02.002
28. Hitt L.M., Brynjolfsson E. (1996). Productivity, business profitability, and consumer surplus: Three different measures of information technology value. MIS Quarterly, Vol. 20, No. 2, pp. 121—142. https://doi.org/10.2307/249475
29. Iammarino S., Jona-Lasinio C. (2015). ICT production and labour productivity in the Italian regions. European Urban and Regional Studies, Vol. 22, No. 2, pp. 218—237. https://doi.org/10.1177/0969776412464504
30. Jansen J. J. P., Van Den Bosch F. A. J., Volberda H. W. (2006). Exploratory innovation, exploitative innovation, and performance: Effects of organizational antecedents and environmental moderators. Management Science, Vol. 52, No. 11, pp. 1661—1674. https://doi.org/10.1287/mnsc.1060.0576
31. Jorgenson D. W., Vu K. M. (2010). Latin America and the world economy. In: M. Cimoli, A. A. Hofman, N. Mulder (eds.). Innovation and economic development. Cheltenham: Edward Elgar, pp. 19—43. https://doi.org/10.4337/9781849806558.00007
32. Karimi-Alaghehband F., Rivard S. (2019). Information technology outsourcing and architecture dynamic capabilities as enablers of organizational agility. Journal of Information Technology, Vol. 34, No. 2, pp. 129—159. https://doi.org/10.1177/0268396218816271
33. Krishnan T., Scullion H. (2017). Talent management and dynamic view of talent in small and medium enterprises. Human Resource Management Review, Vol. 27, No. 3, pp. 431—441. https://doi.org/10.1016/j.hrmr.2016.10.003
34. Kwahk K.-Y., Ahn H. (2010). Moderating effects of localization differences on ERP use: A socio-technical systems perspective. Computers in Human Behavior, Vol. 26, No. 2, pp. 186—198. https://doi.org/10.1016/j.chb.2009.10.006
35. Lavie D., Miller S. R. (2008). Alliance portfolio internationalization and firm performance. Organization Science, Vol. 19, No. 4, pp. 623—646. https://doi.org/10.1287/orsc.1070.0341
36. Liang T., You J., Liu C. (2010). A resource-based perspective on information technology and firm performance: А meta analysis. Industrial Management & Data Systems, Vol. 110, No. 8, pp. 1138—1158. https://doi.org/10.1108/02635571011077807
37. Liu H., Ke W., Wei K. K., Hua Z. (2013). The impact of IT capabilities on firm performance: The mediating roles of absorptive capacity and supply chain agility. Decision Support Systems, Vol. 54, No. 3, pp. 1452—1462. https://doi.org/10.1016/j.dss.2012.12.016
38. Lu H., Zhang Q., Cui Q., Luo Y., Pishdad-Bozorgi P., Hu X. (2021). How can information technology use improve construction labor productivity? An empirical analysis from China. Sustainability, Vol. 13, No. 10, article 5401. https://doi.org/10.3390/su13105401
39. Mikalef P., Pateli A. (2017). Information technology-enabled dynamic capabilities and their indirect effect on competitive performance: Findings from PLS-SEM and fsQCA. Journal of Business Research, Vol. 70, pp. 1—16. https://doi.org/10.1016/j.jbusres.2016.09.004
40. Mittal N., Nault B.R. (2009). Research note: Investments in information technology: Indirect effects and information technology intensity. Information Systems Research, Vol. 20, No. 1, pp. 140—154. https://doi.org/10.1287/isre.1080.0186
41. Molodchik M., Shakina E., Bykova A. (2012). Intellectual capital transformation evaluating model. Journal of Intellectual Capital, Vol. 13, No. 4, pp. 444—461. https://doi.org/10.1108/14691931211276089
42. Mukhopadhyay T., Javier Lerch F., Mangal V. (1997). Assessing the impact of information technology on labor productivity. A field study. Decision Support Systems, Economics of Information Systems, Vol. 19, No. 2, pp. 109—122. https://doi.org/10.1016/S0167-9236(96)00044-9
43. Nguyen T. H. H., Elmagrh M. H., Ntim C. G., Wu Y. (2021). Environmental performance, sustainability, governance and financial performance: Evidence from heavily polluting industries in China. Business Strategy and the Environment, Vol. 30, No. 5, pp. 2313—2331. https://doi.org/10.1002/bse.2748
44. Olesen O. B., Petersen N. C. (2016). Stochastic data envelopment analysis—A review. European Journal of Operational Research, Vol. 251, No. 1, pp. 2—21. https://doi.org/10.1016/j.ejor.2015.07.058
45. Pfeffer J., Salancik G. R. (1978). The external control of organizations: A resource dependence approach. New York: Harper and Row Publishers.
46. Relich M. (2017). The impact of ICT on labor productivity in the EU. Information Technology for Development, Vol. 23, No. 4, pp. 706—722. https://doi.org/10.1080/02681102.2017.1336071
47. Rivard S., Raymond L., Verreault D. (2006). Resource-based view and competitive strategy: An integrated model of the contribution of information technology to firm performance. Journal of Strategic Information Systems, Vol. 15, No. 1, pp. 29—50. https://doi.org/10.1016/j.jsis.2005.06.003
48. Shakina E., Barajas A. (2012). The relationship between intellectual capital quality and corporate performance: An empirical study of Russian and European companies. Economic Annals, Vol. 57, pp. 79—97. https://doi.org/10.2298/EKA1292079B
49. Shakina E., Barajas A., Molodchik M. (2017). Bridging the gap in competitiveness of Russian companies with intangible bricks. Measuring Business Excellence, Vol. 21, No. 1, pp. 86—100. https://doi.org/10.1108/MBE-03-2016-0017
50. Shakina E., Naidenova I., Barajas A. (2022). Shadow prices for intangible resources. Journal of Intellectual Capital, Vol. 23, No. 3, pp. 666—686. https://doi.org/10.1108/JIC-02-2020-0031
51. Sher P. J., Lee V. C. (2004). Information technology as a facilitator for enhancing dynamic capabilities through knowledge management. Information & Management, Vol. 41, No. 8, pp. 933—945. https://doi.org/10.1016/j.im.2003.06.004
52. Son I., Lee D., Lee J.-N., Chang Y. B. (2014). Market perception on cloud computing initiatives in organizations: An extended resource-based view. Information & Management, Vol. 51, No. 6, pp. 653—669. https://doi.org/10.1016/j.im.2014.05.006
53. Teece D. J. (2018). Profiting from innovation in the digital economy: Enabling technologies, standards, and licensing models in the wireless world. Research Policy, Vol. 47, No. 8, pp. 1367—1387. https://doi.org/10.1016/j.respol.2017.01.015
54. Wixom B. H., Watson H. J. (2001). An empirical investigation of the factors affecting data warehousing success. MIS Quarterly, Vol. 25, No. 1, pp. 17—41. https://doi.org/10.2307/3250957
55. Wu F., Yeniyurt S., Kim D., Cavusgil S. T. (2006). The impact of information technology on supply chain capabilities and firm performance: A resource-based view. Industrial Marketing Management, Vol. 35, No. 4, pp. 493—504. https://doi.org/10.1016/j.indmarman.2005.05.003
56. Xue Y., Liang H., Boulton W. R., Snyder C. A. (2005). ERP implementation failures in China: Case studies with implications for ERP vendors. International Journal of Production Economics, Vol. 97, No. 3, pp. 279—295. https://doi.org/10.1016/j.ijpe.2004.07.008
Дополнительные файлы
Рецензия
Для цитирования:
Найденова Ю.Н., Теплых Г.В. Оценка снижения эффективности российских компаний от ухода зарубежных вендоров ИТ-продуктов. Вопросы экономики. 2023;(8):100-122. https://doi.org/10.32609/0042-8736-2023-8-100-122
For citation:
Naidenova I.N., Teplykh G.V. Evaluation of losses in the efficiency for Russian companies due to the foreign IT vendors withdrawal from the market. Voprosy Ekonomiki. 2023;(8):100-122. (In Russ.) https://doi.org/10.32609/0042-8736-2023-8-100-122
Просмотров:
456
Послать статью по эл. почте 
