1. Introduction
We find ourselves in the age of intelligent machines and systems; from cars to computers, watches, thermostats, and light bulbs, these objects surround us. For the first time we have created something that thinks, evolves, and improves over time by observing the interaction of its surroundings, interconnecting them, and creating artificial intelligence (AI) (Hulten, 2019) [
1].
Spiro et al. (2017) [
2] note that AI has become an increasingly popular topic in both the technology and business worlds. However, similar to other general-purpose technologies, the full impact of AI will not be felt until several complementary advances have been created and put into use. Its costs, organizational changes, and new skills can all be viewed as a form of intangible but crucial capital.
Despite its existence for several decades, the increasing popularity of AI is due to three main factors: the growth of big data, the availability of cheap and scalable computing power, and the development of new AI techniques (Overgoor et al., 2019) [
3]. Another contribution is its significant benefits, as AI can reach well-founded conclusions, with the potential to exceed human capability with unmatched efficiency (Chang, 2016) [
4].
However, cognitive technologies are still maturing. Despite the benefits, there is still a lack of talent, integration with systems remains a major challenge, and many of the initiatives linked to the topic focus on the internal functions of companies, rather than on developing new products or improving the customer experience (Davenport et al., 2017) [
5,
6].
Coleman (2019) [
7] reflects that there has been less and less time for the human species to absorb, adjust, and incorporate new technologies. Intelligent systems have the potential for much more and could evolve exponentially. However, there is a large gap between what is considered achievable—and, in turn, aspired to—and what is feasible. Ransbotham et al. (2017) [
8] indicate that in a study where over 3000 executives were involved, three-quarters believe that AI will enable their companies to advance new businesses. Almost 85% believe that it will help their companies gain a competitive advantage; yet of the companies involved in the study, only 5% had seriously incorporated AI into their offerings and processes.
In this way, considering what was mentioned above and the relevance of technological monitoring by companies (Grover et al., 2020) [
9], it becomes important to address the interest and involvement of Portuguese companies in this issue.
Companies, by infusing artificial intelligence into systems and processes, may not only become more efficient but also improve their customer satisfaction, discover new business opportunities, and anticipate risks and threats, thus, having the opportunity to pre-empt or make the most of the circumstances provided by AI. To evolve and/or keep up, businesses need cognitive technologies that allow them to gather and integrate data from various types of sensors and other information sources, and, furthermore, to analyse, deduce, reason based on these data, and learn from their interactions with those sources (Mallick and Borah, 2019) [
10]. Taking this into account, the interest of companies in intelligent systems is fundamental and it is for this reason that this project intends to ascertain their level of interest, verifying if it differs between artificial intelligence and cognitive computing, since the different approaches that each one has can affect the perception of companies before intelligent systems, this being another factor that motivates the development of the project and the specific title.
Depending on how companies want to take advantage of intelligent systems, they must be aware that there are different types of solutions and that the decision between different intelligent systems may depend not only on the type of function they want to change and optimise with the help of these but also on other factors, such as the company’s culture and activity sector.
This study revolves around the differences between different types of intelligent systems, with artificial intelligence and cognitive computing being addressed and compared. The research focuses on assessing whether there is interest in intelligent systems by companies, how interest may vary between different types of systems and their attributes, and how the implementation and use of these systems vary between companies.
To better outline a plan to answer the question, the following objectives were set:
To analyse the level of interest of Portuguese companies in intelligent systems.
To identify patterns in the use of intelligent systems among companies and what functionalities of ISs are desired by firms.
To verify whether the intended functionalities and strands of ISs when coupled with AI and CC contributed to the decision between both technologies.
The investigation of the proposed theme was started begins in the literature review, discussing intelligent systems in their generality, which, consequently, led to the exploration of some of the main systems that fit into this class, also discovering their involvement in business environments.
After ascertaining the theme, we identified the acquired knowledge and the relevant variables to obtain answers to the research questions. These variables were the basis for the development of a questionnaire that seeks to obtain meaningful data for the study, data that once interpreted, revealed the results. In this way, the data that resulted from the sharing of the questionnaire was observed to identify the type of sample of respondents, making it clearer to interpret and compatible with the means of the analysis selected.
To answer RQ1, RQ2, and RQ3, the PLS-SEM (partial least squares structural equations modelling) conceptual model was used, which tested the contribution of the selected variables in determining the interest of companies in intelligent systems, using the SmartPLS3 software. Whereas to answer RQ4, RQ5, and RQ6, the data obtained were analysed using descriptive statistical techniques using Microsoft Excel. In the case of RQ4 and RQ5, an attempt was made to find aspects and patterns that differentiate based on the company’s sector and functionalities/benefits sought by intelligent systems. The answer to RQ6 required an adaptation to the research, taking into account that the answer to the said question is a gap in the literature, which led to the identification and differentiation of attributes and aspects of both artificial intelligence and cognitive computing, and these same attributes were evaluated via the questionnaire, corresponding to each’s level of importance, ultimately relating the data obtained to AI and CC attributes, attempting to reveal if there is a difference in interest in the attributes of one or the other IS.
3. Methodology
Research Model
In order to be able to work and extract results from this research, a series of questions and aspects concerning intelligent systems were initially investigated to obtain a general notion of how these systems are interpreted by employees and are inserted into companies, by deciphering the perception and interest of employees in relation to the corresponding factors. These factors are taken into consideration because they help understand if it is pertinent to study the research phases that follow, such as measuring the effects of ISs according to activity sectors and comparing different types of technologies, given that the possibility of respondents presenting a lack of interest in intelligent systems may condition the data obtained, concerning which benefits and aspects are considered most important and if there is a preference between different systems.
All the research questions (RQ) were derived by the defined objectives and are integrated with the variables from the literature. Each variable was defined by one or more construct from the literature that is established to develop the research model and prepare the research instrument. Finally, the hypotheses are proposed to evaluate the relationship between the variables using the mathematical model.
In order to answer the research questions, quantitative techniques were used, namely structural equations modelling (SEM) and descriptive statistics, to be addressed individually in the next sections.
Figure 1 illustrates the research model, which shows the three objectives (in a more compact format) referred to in the first chapter, showing how the different research questions contribute to the achievement of each objective and the selected indicators, with their respective bibliographic reference, and question posed in the questionnaire were based on them, which enabled the development of the questionnaire and, in turn, will be used to achieve the objectives by obtaining answers to the research questions. This same figure also illustrates the interconnection of the hypotheses of
Table 1 with their respective objectives and research questions.
The SEM model was proposed by Wright (1918, 1934) [
31,
32], who applies the method, based on the analysis of structural coefficient paths based on the correlation of observable variables. Spearman (1904, 1927) [
33,
34] became associated with the initial evolution of this analytical methodology by building the first factor analysis model, which later became a crucial piece in the development of SEM. According to Raykov and Marcoulides (2006) [
35], in recent decades the applications of the SEM model have become increasingly recurrent in social and behavioural sciences, helping to explain and predict behaviours of certain individuals, groups, and organisations in the study.
El-Sheikh et al. (2017) [
36] clarify that the SEM model refers to a series of equations, whose parameters are based on statistical observation. Structural questions refer to the equations that use parameters of analysis of observable or latent variables. SEM is viable as a statistical tool for exploring relationships of multiple variables. Giving answers with a comprehensive approach to research questions where it is necessary to measure and analyse theoretical models (Anderson and Gerbing, 1988) [
37].
Tarka (2018) [
38] mentions that the measurement of latent constructs is done indirectly, with the purpose of using a series of observable variables through the analysis of causality effects in SEM, along with the latent variables. Anderson and Gerbing (1988) [
37] suggest an approach consisting of two stages; in the first stage, the testing of the credibility of the factor loading and the quality of fit to a study scale is carried out. Additionally, there is a second stage, where the details of each in the model are described; this is identified as the structural model stage, which focuses on the relationship between constructs.
Haque et al. (2019) [
39] point out that because only factor analysis is used to evaluate a model it is not possible to establish casual relationships and, furthermore, that path analysis (even if it does establish casualness) does not measure the error of observable variables; SEM is presented as a superior tool in measuring the total effect (both direct and indirect) of the explanatory variable on the dependent variable. With this, Raykov and Marcoulides (2000) [
40] believe that there are two main reasons for the frequent use of this methodology: the first being its ability to provide researchers with a comprehensive ability to quantify and put theories to the test and the second reason is the fact that structural equation models evidently consider the measurement error, and this is quite observable in most cases.
SEM was used to test the developed conceptual model (
Figure 2), specifically through partial least squares (PLS), which is a variance-based structural equation modelling technique (Henseler et al., 2015) [
41]. To this end, the SmartPLS 3 software was used, which provides us with a means to answer research questions 1, 2, and 3.
The analysis and interpretation of the acquired data followed a two-stage approach. First, the reliability and validity of the measurement model was assessed and then the structural model was assessed. To perform the assessment of model quality, individual indicators of reliability, convergent validity, internal consistency reliability, and discriminant validity were analysed (Hair et al., 2017) [
42].
The research questions corresponding to the remaining objectives were answered using a quantitative methodology, namely descriptive statistics. According to Vilelas (2009) [
43], this methodology takes advantage of different analysis techniques, which use the presentation of the results obtained through charts and tables that summarise the information obtained from the questionnaires in the form of percentages, means, fashions, and counts. It also takes advantage of analytical statistical analysis techniques, which help deduce results as evidence of independence based on non-parametric tests.
The research questions that this methodology will be used to answer are RQ 4, 5, and 6, using Microsoft Excel software. In the case of research questions 4 and 5, the analysis, discussion of the data, and representation of what was observed was made possible through correlations created in pivot tables. For part of the answer to research question 4 and research question 6, we used the tool “Descriptive Analysis” available through Microsoft Excel’s “Analysis ToolPak” supplement, which calculates and compares a series of statistical data, among which the mean, median, mode, standard deviation, minimum, and maximum were extracted and used.
For the purpose of this quantitative study, the target population were professionals who have experience in the Portuguese labour market. For data collection, a questionnaire was created based on the literature review, from which a series of variables and respective relevant indicators were extracted to compose answers to the research questions. This questionnaire was validated by expert advisors who approved the content validity of the scales. The questionnaire was eventually made available online, accessible through a link and shared through e-mail and social networks.
The questionnaire was divided into three main parts. Initially, the topic was contextualised for the respondents in a brief manner. After this, they answered questions that help create a profile of the respondents, both to enable them to answer the questionnaire and to observe how the respondents may differ from each other and whether or not this divergence may have an impact on the answers obtained. They were, thus, asked about their occupation, age group, gender, and academic qualifications, as well as the sector of activity, type, and type of market (national/multinational) of the company in which they are located. Finally, questions were asked specifically to collect data based on the indicators in order to answer the research questions.
The questions in the questionnaire differed in terms of the method of response. In most cases, the answers only gave the respondent the chance to indicate their agreement, interest, or perceived importance based on their experience and opinion regarding a given statement or question, using a Likert-type scale from one to five. Thus, level 1 represents “Strongly disagree”, “Very uninterested”, or “Not important” and level 5 “Strongly agree”, “Very interested”, or “Very important”, respectively.
A total of 142 questionnaires were collected and answered between 12 and 18 July 2021, collecting data from the respondents that make the characterization of the sample possible, having been questioned about: demographics, academic background, sector of activity, and company typology. The collection of these data regarding the sample makes it possible to contextualise the nature, experience and professional knowledge (Freitas and Provdanov, 2013) [
44].
Of the 142 respondents, 124 had work experience no more than 5 years ago; this was somewhat conditioned to avoid responses based on experience that was not current. The details of the 124 respondents who have work experience were presented.
5. Conclusions
The development of this research was intended to expand the understanding regarding the different factors that influence the implementation of intelligent systems. This research also proposed to contribute to the acquisition of greater knowledge regarding the differences between types of intelligent systems, trying to provide a perspective on the possible existence of different preferences, regarding the aspects of the types of IS addressed (AI and CC), with it being implicit that there may be differences between the various technologies included in the branch of intelligent systems.
The first approach to the theme presented several characteristics, limits, and benefits of intelligent systems, understanding both their negative and positive aspects, with the gathering of several authors and references to represent different perspectives about them, where it was necessary to extract the essential information for the intended study.
The question of what framework is best for each type of system in order to get the most out of them arises, since intelligent systems encompass a wide range of technologies and their instrumentalization (Rodriguez et al., 2016). Therefore, the purpose of this study was to determine whether there is a preference between different technological features in a commercial setting based on the attributes of such technologies. This contributed to an interest in developing an investigation to test if there is interest for this type of technology and if there is divergence in interest and other conditioning factors concerning the implementation of intelligent systems according to the sector of activity of the companies. These are relevant factors to identify whether these technologies and their application only depend on the characteristics of the same factors or are also conditioned by external factors, such as sector, company size, and so many more, that were not possible to cover in this study, having been directed to focus on how the sector of activity can be impactful to facilitate or require the implementation of intelligent systems.
Given the growing use and interest in intelligent systems, the context of the previous paragraph is even more pertinent and reinforced because it is essential for organizations to stay up with technological advancements (Fast and Horvitz, 2017). It was interesting to note that respondents show a high interest in ISs and how the effect of their implementation can vary between sectors of activity.
Not only does the effect of IS vary between sectors but also the readiness of its effect, having been observed that in certain activity sectors the vast majority of employees believe that the adoption of IS already has an effect on both the processes and the offers of their companies, while in a large part of the activity sectors, more than half of the respondents indicate the adoption of IS will either have an effect within 5 years or will not have an effect so soon. It is important to mention that the number of respondents selecting each answer option varies greatly according to sector, with a difference of at least 42% observable in the choices from sector to sector, both in the question regarding the effect on processes and the question about company offerings, regardless of the choice.
With the third research objective it was sought to present evidence that AI and CC have different purposes, with one system being able to have stronger points than another; this is something that was ultimately revealed in the study, however, the difference observed was not of a substantial value (a 9% difference in favour of CC) between the degree of importance attributed on average, as we determined that one might be more beneficial than another, so as to facilitate the decision process and for it be clearly identifiable which one will have greater benefits when implemented. Furthermore, we highlighted a group of main strands and/or attributes for each technology, which, despite it not being possible to investigate whether the correspondence of each strand to a given system is confirmed, was extracted from the literature review. This cannot be ignored, especially when such differences, even if not discrepant, were observed in the results obtained, when testing the importance of each attribute of different technologies.
With this study it was possible to add some data to the empirical studies that address the effect, threat, and benefits of implementing ISs, highlighting in some cases what other authors had already indicated, and thus there is agreement between the results obtained in this research and in other studies.
This study tested a model created to assess the level of interest in ISs, based on three main factors, perception, utility, and need. This same model can be considered in future cases where it is intended to extract the level of interest in ISs.
According to the study’s third aim, the properties of each IS, which had been pre-identified based on the literature review, were used to interpret CC and AI. The selection and evaluation of the level of relevance of the traits that were thought to correlate to each technology were completed because no alternative method of linking the importance between them could be found (once again, based on the literature review). Since the associations between “X” attributes and “Y” technology were not tested in this study, it is interesting to assess how accurate this method of classification is. However, at least one additional case or example where this method of classification was used was obtained, which provides a platform for future studies to investigate the same.
Some data that can be considered by companies that use or seek to use intelligent systems was acquired, and it was confirmed that some sectors are more prone to the implementation of IS. This is a metric of comparison of the level of evolution of sectors, where companies of a sector that was identified as being quite prone to the adoption of ISs should consider, as soon as possible, if they are following the best path or whether they might really be losing out by not adopting these technologies.
Another piece of data that was contributed was the level of interest in benefits of ISs, where some disagreement was revealed between our data and that of another author, but results were achieved in the context of the respondents of this study, listing the benefits that appear to be most relevant to companies, something that companies can use as a basis for identifying the benefits that may be most important to them.
An inherent limitation is the fact that this is an investigation with a reduced sample size; the collection of more answers to the questionnaire could contribute to more robust results. It is important to mention that some answers that were sought throughout the study result from limitations identified within the theme, such as the level of interest of Portuguese companies in ISs and whether there are differences in the importance attributed to different ISs. These limitations lead to the absence of reference points for the discussion of results surrounding RQ6.
Although the present study reinforces the existing theoretical knowledge about companies’ interest in ISs, their impact according to the industry in which they are implemented, and different levels of importance per IS attributes, this was an exploratory study, which is why the results obtained should not be generalised to answer the research questions addressed.
The limitations of the previous point provide some possibilities for future research within this theme, and thus some suggestions are made. It is worth taking into consideration the hierarchical levels of respondents and verify whether the level of importance assigned to the benefits and attributes addressed in this research varies according to the burden of employees and how the priority given to the implementation of ISs may vary. Conducting interviews with employees may be important for obtaining more information about the respondents’ perspectives and for their answers to the different questions not to be so conditioned, giving them the opportunity to contribute with more relevant response options that have not been considered in this research.
Further analysis of the level of companies’ interest concerning intelligent systems, AI, and CC, individually but by means of another method, would be beneficial to verify the accuracy of the results obtained in this study. By contributing to this topic with more data and results, consideration could also be given to comparing the attributed levels of interest or importance of even more types of ISs.
Although the study findings will also be applicable to other countries in the future, there is good opportunity to replicate this study across multiple countries among companies of different sizes. The outcome will benefit businesses by assisting them in undergoing digital transformation utilizing tools, such as artificial intelligence, which will increase value for customers and other stakeholders.