Business Scientist. PhD (2019) and Academic Master (2015), approved with distinction, in Business Administration (Management Information Systems) by FGV EAESP (Fundação Getulio Vargas - School of Business Administration of São Paulo). Prof. Dr. José Favaretto also held a Post-Doctoral Internship (2021) in Business Administration (Diffusion of Innovations) at ESPM (Escola Superior de Propaganda e Marketing) in São Paulo - these two Brazilian business schools are effective members of the AACSB (Association to Advance Collegiate School of business).
His current research interests (academic and applied) are grouped into two study fronts:
• 1.) Business Analytics, Data Science & Analytics, Artificial Intelligence, Diffusion of Innovations and Technologies | Data Science for Organizational Decision Making (Quantitative Modeling, Data Analytics, Scraping, Data Exploration and Visualization); Artificial Intelligence in Global Markets; Diffusion of Technology and Global Innovation; Technology and Innovation Management; Stage Level Measurement of Data Analytics in Organizations;
• 2.) Education and Popularization of Science & Technology (S&T) | Productivity, Rigor, Relevance and Impact on Scientific Research; Internationalization of Scientific Research; Scientific Thinking Methodology; Bibliometric Studies; Bibliographical compilation; Assessment and Indicators of Scientific Production.
Prof. Dr. José Favaretto - Professor and Researcher (FGV and ESPM)
As a scientific researcher in the field of Technology and Innovation Management (TIM), belonging to Management knowledge Area [of the major Area of Applied Social Sciences], Prof. Dr. José Favaretto has interest in the research themes (academic and applied) addressed to 1.) Business Analytics, Data Science & Analytics, Artificial Intelligence, Diffusion of Innovations and Technologies, and 2.) Education and Popularization of Science & Technology (S&T).
Scientific research based on the Innovation Diffusion Theory (IDT), coming from the Sociology knowledge area (Rogers, 2003), with the use of mathematical / quantitative modeling (Bass, 1969; Gompertz, 1825; Verhulst, 1838), for the observation and assessment of the adjustment of the S-curve or sigmoid (technological adoption / diffusion curve), and their comparison, analysis and future performance prediction (forecast) among models discussed in the academic literature (Bass, Gompertz, Logistic e outros). Time series are used to analyze the diffusion of technological products in the world Telecommunications sector, as well as new global technologies based on Artificial Intelligence (AI), Blockchain, Data Analytics, and Internet of Things (IoT).
Analyze the global connection networks formed by the theme of Artificial Intelligence (AI), with regard to: the group of researchers who study and discuss this theme; the identification of the different higher education institutions in the world where these researchers are linked; the main applications of AI discussed in articles obtained in international journals with a high impact factor, in the field of Technology and Information Management (TIM). Investigate the diffusion of AI in different countries around the world, as well as identify the AI applications already developed and those that are under development, both in academia and professionally.
Construction of quantitative models using differential equations, multivariate statistical techniques (multiple regression, binary logistic regression, factor analysis, cluster analysis, PCA, etc.), modeling with structural equations (PLS-SEM) and panel data analysis. Data scraping (selection of primary / secondary data sources, collection, filtering and integration), exploratory analysis, graphical / visual analysis, Social Network Analysis and Text Mining techniques, interpretation of results and strategic use of Data Analytics for organizational decision making.
Academic research based on the Stages of Growth Theory and the study field of Management Information Systems (MIS), from the seminal article of Richard Nolan (Nolan, 1973). It seeks to identify the Stage Level of Information and Communication Technology/Information Systems (ICT/IS) initiatives in contemporary Organizations (Favaretto, 2019; Favaretto, 2015; Favaretto & Meirelles, 2015). It allows the issuing of an informative Report and Diagnostic in real time, containing 6 pages (A4 format) for the respondents. Participation in this survey is restricted to guests only.
Improve reliability, efficiency and effectiveness in the development of scientific research. Improvement of key elements of the scientific procedure: method, reproducibility, organization of bibliographic references, correct use of scientific databases, generation of reports. Structuring of qualified research, with ethics, rigor (theoretical and methodological robustness), academic relevance (research generated with real contribution to the field / study community, seeking a high number of citations) and applied relevance (generate some direct benefit for people, organizations or governments, reflecting on impact for society).
Study of the dimensions of internationalization of research (Diniz, Favaretto, Oliveira, Brólio, 2017a, 2017b; Diniz, Oliveira, Favaretto, e Brólio, 2018a, 2018b, 2019) and internationalization indicators that guide the characteristics of the profile of researchers and research with high academic / scientific impact. The teaching-research dichotomy observed by institutional variables [of Higher Education Institutions (HEI)] and by individuals (teachers / researchers). The worldwide comparison of personal characteristics and the incentives promoted and / or financial investments offered by HEIs, by agencies that promote scientific research (in Brazil: CAPES, CNPq, FAPESP, etc.) and by the governments of the world, in the development of actions of Education and Popularization of Science & Technology (S&T).
Bibliometric studies using secondary databases / open data, collections of journals, scientific publications [with DOI] in academic sources recognized by the community (Web of Science, Scopus, InCites, Crossref, Spell, SCielo, etc.). Collection, data extraction, data cleaning, insertion of filters (keywords chosen by the researcher), identification of academic impact according to national and international scientific ranking / classifiers. Analysis and discussion of the results obtained, using multivariate statistical techniques, Social Network Analysis (SNA), Text Mining, among others. Bibliographical compilation executed by order (tailor-made), according to the defined criteria and choice of the database and / or research theme to be explored by the interested party.
Study of indicators for the measurement and assessment of Scientific Production / Productivity of academic groups (teachers and / or researchers; national or international), or of Post-Graduate Programs (PPGs) in Brazil. Conception and permanent development of an on-line system [in the cloud], which uses task automation to facilitate the recurring execution of this procedure by PPGs. Continuous and in-depth study of Scientific Methodology to disseminate scientific publications of high quality and impact. Main focus centered on the structure of Science paradigms according to the vision of Thomas Kuhn (Kuhn, 1970) and identification and exploration of Scientific Thought (regulated, grounded, without using adjectives).
Disciplines with content directed to Postgraduate stricto sensu courses (Academic or Professional Master / Doctorate), or Postgraduate lato sensu courses (MBA, Executive Postgraduate courses, Master in Business and Management, Specialization). The meetings of the courses can be delivered in-person mode or remotely (distance learning, live), and the contents can also be adapted to the Training, Workshop or Minicourse format.
Content designed to organize the proper formatting of scientific projects , being discussed briefly in three blocks: 1.) Format of academic projects; 2.) Access and use of scientific databases; 3.) Integration with Mendeley.
To know the access to the structural document of Thesis, Dissertation, Scientific Article, etc., with the provision of a 'pre-formatted mask' (MS-Word file) in the standard required by the School or Journal / Conference. To know and access [with hands-on and examples] scientific databases (i.e: subscription to CAPES journals and others), identifying searchers, classifiers and Publishers that are recognized by the academic community. To know the management / organization of references and PDF files with Mendeley (materials of your research that is in progress), integrating it with the scientific databases and with the automated maintenance of citations and reference list, via structured document of MS-Word.
Theoretical and practical content to support processes and activities necessary for carrying out scientific research (academic or applied), with the objective of stimulating productivity in repetitive tasks, and taking advantage of the researcher's time to deepen the rigor, relevance and quality of the content ("filling") of scientific projects. To Know and use a set of tools for productivity management and good practices in scientific research, composed of software and services available in the cloud (reference managers, impact indexers / classifiers, academic searchers / scientific databases, researcher registration platforms / academic social networks, etc.), and rules for conducting research activities with ethics, rigor (theoretical, structural and methodological), in addition to the search for relevance and academic / applied impact. Also learn about scientific indicators/qualifiers (H-index, impact factor, rankings, etc.) and how to identify relevant journals in your field of study.
Expository classes bringing step-by-step to build the outline / chapters ("backbone") of scientific projects (Thesis, academic or professional Dissertation, Academic or applied Project, Scientific article, analytical Project, etc.), obligatorily making use of Scientific Thinking .
Study and practice the construction / structuring of the steps / blocks that integrate a scientific project: Identification of the Paradigm & Scientific Community. Plagiarism - rules and considerations. ABNT and APA standards for the correct use of Citations and References. Introduction - Theme, Research Question, Justifications (of the Phenomenon / scientific problem and the Context / 'piece trimmed' and context of the research), Objectives (General and Specific). Literature review (theoretical body or state-of-the-art theoretical basis / updated). Method (step-by-step performed in the research). Results, Analysis and Discussion. Limitations of Research / Future Studies. Conclusion - Contribution and Implications. Appendix / Annexes.
Understand the principles of Data Science and Analytics, using different approaches to subjects, concepts, techniques and data analysis, establishing relationships with their applicability in business and / or marketing. Understand the complete cycle of data analytics stages, to transform datasets from primary and / or secondary sources, into useful information and new knowledge for decision making in organizations. Teacher lectures, with Data Science & Analytics software tool hands-on bringing examples of practical applications with various analytical approaches (GeoAnalytics, ImageAnalytics, TextAnalytics, Sentiment Analysis, Clustering, Social Network Analysis, among others). Practice the investigative and interpretative perception of the results obtained in the process of data analysis. Softwares used in the analysis: R, Python, Orange and Julia.
Follow a complete methodological roadmap to structure an applied Analytical Project - projects that are mandatorily guided by an analytical cycle, that is: they adopt a quantitative method, use some technique / statistical approach, and deliver some applied / practical / managerial contribution. Systematization of the four-stage cycle in the execution of the Analytical Project: Problem to be investigated; Contribution that is expected; Method and Results obtained; Analysis & Discussion / Implications. This course also seeks to understand the interrelationships between each of these four stages [in academic, applied and critical aspects], with the exploration of a real (true) dataset in the empirical / analytical stage of the study proposed in the project.
This course seeks to study and understand the thematic of Artificial Intelligence (AI) and its potential uses in global markets, with a view to the research field of Technology and Innovation Management (TIM). Unlike AI studies that emphasize statistical techniques and mathematical approaches, or highlighting a specific solution obtained with a sophisticated algorithm, the main focus of this discipline is not based on these pillars. The use of AI as a technology to influence the way we live, communicate, work, learn, interact, etc., whether through applications we already know today, for example: credit / risk analysis, health diagnosis, recognition facial or photo / image patterns, legal analysis, or those that we have no idea that will emerge.
The general objective of this course is to understand the principles of Data Science and Business Intelligence, with the study of concepts, data analysis structures, construction and visualization of charts, dashboards, the use of statistical techniques, as well as their relationships with the analytical approaches applied to business. Lectures by the teacher, including hands-on software tools in all classroom meetings, to support the practical activities proposed by the discipline (individual or in groups). The course also brings applied examples of immediate use in organizational activities, extensive discussion of learned subjects, exchanges of experiences and interactions between students and teachers, in order to generate the (re)construction of knowledge collectively. Software used in classes: Orange and Tableau Desktop.
This course discusses the topics of transactional data warehousing, relational database modeling, SQL (Structured Query Language) statements, data visualization, chart construction and dashboards. Practical notions of conceptual, logical and physical data modeling and the use of ER (Entity-Relationship) model diagrams are presented. Creation of tables, their relationships and integration with relational database. Practice of basic statements with SQL commands to create structures for storing, exploring, handling and querying data. Business case analysis with applied database examples, for the control and operation of various types of businesses. Data visualization resources, covering concepts and practical examples. Creation of data dashboard for decision making and strategic business analysis. Software used in classes: MySQL server, MySQL Workbench and Tableau Desktop.
Explore the construction of scientific thinking, or how to think like a scientist. Scientific literacy - the act of thinking and questioning. Researcher's Assumptions. Science paradigms. Common sense (vulgar knowledge) vs Scientific knowledge (scientific method). The life cycle of science. How science is disseminated. Differences between opinion articles, white papers and scientific articles (papers). Where scientific papers are published. Structures to be identified when reading a scientific article. Know the access to academic search engines and scientific databases. Know the steps of conducting research activities focusing on rigor and relevance. The course encourages students to adopt critical reflection in their current and future work practices, or to think critically, in addition to understanding the use of the foundation of concepts, subjects and contents used in the methodology for structuring scientific projects.
Understand and practice investigative activities using datasets to discover patterns, detect anomalies, test hypotheses and verify assumptions, with the help of graphical representations and basic statistical techniques. Types of variables and distributions. Descriptive measures of position (mean; percentiles) and dispersion (standard deviation; variance). Identification and treatment of outliers and missing values. Visualization of data with graphical representations (barplot, box plot, scatter plot, histogram, etc.) and their appropriate uses. Correlation of variables: conceptual understanding and use of diagrams / correlation matrix. Simple and multiple linear regression. Cluster Analysis. Classes with hands-on dataset and analytical structures bringing examples of practical cases to be applied in business environments. Software used in classes: R and Orange.
Understand the thematic of Business Analytics, considering its conceptual (theoretical) and applied (practical) aspects, and establishing relationships with its applicability in business. Know the levels of use of data analytics, and their relationship with analytical techniques & approaches to transform data into information / knowledge; identify the ways that Business Analytics can assist in organizational management, in the most varied areas of a business; study alternative frameworks, models and methodologies for managing Business Analytics activities in organizations; reflect on the use of Business Analytics as a strategic tool for business decision-making, and build data visualization structures, graphs and dashboards (data panel), with an approach to concepts and practical examples, aimed at decision making and analysis business strategy. Software used in classes: R, Orange and Tableau Desktop.
Recognize the impacts and changes in business provided by the digital environment. The Big Data Era, its fields of study and its applications. Digital innovation: main theoretical frameworks and the measurement of organizational maturity level. Evaluation and development of new data-driven business models (supported by Analytics, Data Science, Machine Learning and Artificial Intelligence). Business Analytics and Data-Driven Culture. Current & emerging technologies (Internet of Things, Network Games, Blockchain, 5G, 6G, Wearables, Virtual Reality, Augmented Reality, etc.) and their applications in business. Technologies applied to Industry 4.0, logistics systems, retail, services and the financial system. Cyber security and potential risks in the digital business universe (phishing, fake news, data privacy, etc.). Understand the main aspects of the General Data Protection Law (LGPD).
How can strategy-as-practice enable innovation under the influence of environmental dynamism?
Are Incentives for Internationalization Appropriate? Perception of Researchers in Information Systems
The Digital Transformation Capability and Organizational Performance: empirical study of the multiple combinations of Environmental Uncertainty
Stage level measurement of Information Systems and Analytics diffusion in Organizations
Incentivos Institucionais Internos e Externos para Internacionalização da Pesquisa em Administração da Informação
The Influences of Strategic Information Systems on the Relationship between Innovation and Organizational Performance
Academic productivity and neocolonial effects of incentive mechanisms
Alignment between Innovation and Strategic Information Systems: An empirical study of exploration, exploitation, and ambidexterity on corporate performance
Academic Education, Research Dissemination and Collaboration: Internationalization in Management Information Systems
Os efeitos do Strategic Information Systems (SIS) na Inovação de Exploration e Exploitation: Um estudo empírico sobre a incerteza ambiental.
Internacionalização da pesquisa em Administração de Sistemas de Informação (ADI) e apoio institucional: visão dos pesquisadores
Exploring the archive of RAE-Revista de Administração de Empresas (1961 - 2016) in the light of bibliometrics, text mining, social network and geoanalysis
Exploration, Exploitation and Organizational Performance: The effects of moderation in the effective use of Strategic Information Systems Planning
Inserção Internacional do Campo de Administração da Informação (ADI): Análise da Formação, Publicação e Participação em Redes de Pesquisa
Nolan´s Stage Level Measurement of Information and Communication Technology in Modern Organizations
Stage Level Measurement of Information and Communication Technology in Organizations
Bass, F. M. (1969). A new product growth for model consumer durables. Management Science, 15 (5), 215–227. https://doi.org/10.1287/mnsc.15.5.215
Diniz, E. H., Oliveira, H. P. G., Favaretto, J. E. R., Brolio, D. R. (2019). Are Incentives for Internationalization Appropriate? Perception of Researchers in Information Systems. RAC-Revista de Administração Contemporânea, 23(4), 520-542. https://doi.org/10.1590/1982-7849rac2019180232
Diniz, E. H., Oliveira, H. P. G., Favaretto, J. E. R., Brolio, D. R. (2018a). Incentivos Institucionais Internos e Externos para Internacionalização da Pesquisa em Administração da Informação In: XLII Encontro da Associação Nacional de Pós-Graduação e Pesquisa em Administração - EnANPAD, outubro, 2018, Curitiba, PR.
Diniz, E. H., Oliveira, H. P. G., Favaretto, J. E. R., Brolio, D. R. (2018b). Academic productivity and neocolonial effects of incentive mechanisms. In: 8th Organizations, Artifacts & Practices (OAP) Workshops, 82-86, June 2018. Amsterdam, Netherlands.
Diniz, E. H., Favaretto, J. E. R., Oliveira, H. P. G., Brolio, D. R. (2017a). Academic Education, Research Dissemination and Collaboration: Internationalization in Management Information Systems. RAC-Revista de Administração Contemporânea, 21(6), 811-831. https://doi.org/10.1590/1982-7849rac2017160319
Diniz, E. H., Favaretto, J. E. R., Oliveira, H. P. G., Brolio, D. R. (2017b). Internacionalização da pesquisa em Administração de Sistemas de Informação (ADI) e apoio institucional: visão dos pesquisadores. In: XLI Encontro da Associação Nacional de Pós-Graduação e Pesquisa em Administração - EnANPAD, outubro, 2017. São Paulo, SP.
Diniz, E. H., Favaretto, J. E. R., Oliveira, H. P. G., & Brólio, D. V. R. (2016). Inserção Internacional do Campo de Administração da Informação (ADI): Análise da Formação, Publicação e Participação em Redes de Pesquisa. In: XL Encontro da Associação Nacional de Pós-Graduação e Pesquisa em Administração - EnANPAD, outubro, 2016. Costa do Sauípe, BA.
Photo: Cycle of the Scientific Publication. Credit: Prof. Dr. Eduardo Diniz, Disciplina de Oficina de Pesquisa (FGV-EAESP), 10/october/2013.
Favaretto, J. E. R. (2019). Stage level measurement of Information Systems and Analytics diffusion in Organizations. Academic Doctoral Thesis. Fundação Getulio Vargas, Escola de Administração de Empresas de São Paulo (FGV EAESP). Sao Paulo, Brazil. https://doi.org/10.13140/RG.2.2.15082.16328
Favaretto, J. E. R. (2015). Stage Level Measurement of Information and Communication Technology in Organizations. Academic Dissertation. Fundação Getulio Vargas, Escola de Administração de Empresas de São Paulo (FGV EAESP). Sao Paulo, Brazil. https://doi.org/10.13140/RG.2.2.16844.82562
Favaretto, J. E. R., & Francisco, E. R. (2017). Exploring the archive of RAE-Revista de Administração de Empresas (1961 - 2016) in the light of bibliometrics, text mining, social network and geoanalysis. RAE-Revista de Administração de Empresas, 57(4), 365-390. https://doi.org/10.1590/S0034-759020170407
Favaretto, J. E. R., & Meirelles, F. S. (2015). Nolan´s stage level measurement of Information and Communication Technology in modern organizations. In: 46th Annual Southwest Decision Sciences Institute (SWDSI) Conference, 410-418. Houston, USA.
Gompertz, B. (1825). On the nature of the function expressive of the law of human mortality, and on a new mode of determining the value of Life Contingencies. Philosophical Transactions of the Royal Society of London, 115, 513–583. https://doi.org/10.1098/rstl.1825.0026
Kuhn, T. S. (1970). The Structure of Scientific Revolutions. Chicago: University of Chicago Press.
Nolan, R. L. (1973). Managing the computer resource: A stage hypothesis. Communications of the ACM, 16(7), 399-405. https://doi.org/10.1145/362280.362284
Rogers, E. M. (2003). Diffusion of Innovations. Fifth ed. Free Press, New York NY.
Verhulst, P. F. (1838). Notice sur la loi que la population poursuit dans son accroissement. Correspondance Mathématique et Physique, 10, 113–121.
Yoshikuni, A. C., Favaretto, J. E. R., Albertin, A. L., & Meirelles, F. S. (2022). How can Strategy-as-Practice Enable Innovation Under the Influence of Environmental Dynamism?. Revista de Administração Contemporânea, 26(1), e200131. https://doi.org/10.1590/1982-7849rac2022200131.en
Yoshikuni, A. C., Favaretto, J. E. R., Albertin, A. L., & Meirelles, F. S. (2019). The Digital Transformation Capability and Organizational Performance: empirical study of the multiple combinations of Environmental Uncertainty. In: 16th International Conference On Information Systems & Technology Management - CONTECSI. AIS Brazil Chapter Official Conference. Sao Paulo, Brazil.
Yoshikuni, A. C., Favaretto, J. E. R., Albertin, A. L., & Meirelles, F. S. (2018a). The Influences of Strategic Information Systems on the Relationship between Innovation and Organizational Performance. Brazilian Business Review, 15(5), 444-459. https://doi.org/10.15728/bbr.2018.15.5.3
Yoshikuni, A. C., Favaretto, J. E. R., Albertin, A. L., & Meirelles, F. S. (2018b). Alinhamento entre a Inovação e os Sistemas de Informação Estratégicos: Um estudo empírico nas abordagens de exploration, exploitation e ambidestralidade no desempenho corporativo. In: 15th International Conference On Information Systems & Technology Management - CONTECSI. AIS Brazil Chapter Official Conference, 3243-3260. São Paulo, Brasil. https://doi.org/10.5748/9788599693148-15CONTECSI/PS-5826
Yoshikuni, A. C., Favaretto, J. E. R., Albertin, A. L., & Meirelles, F. S. (2017a). Os efeitos do Strategic Information Systems (SIS) na Inovação de Exploration e Exploitation: Um estudo empírico sobre a incerteza ambiental. In: XLI Encontro da Associação Nacional de Pós-Graduação e Pesquisa em Administração - EnANPAD, outubro, 2017, São Paulo, SP. EnANPAD, 2017.
Yoshikuni, A. C., Favaretto, J. E. R., Albertin, A. L., & Meirelles, F. S. (2017b). Exploration, Exploitation and Organizational Performance: The effects of moderation in the effective use of Strategic Information Systems Planning. In: 14th International Conference On Information Systems & Technology Management - CONTECSI. AIS Brazil Chapter Official Conference, 3925-3950. Sao Paulo, Brazil. https://doi.org/10.5748/9788599693131-14CONTECSI/PS-4838