НЕДОЛІКИ ІСНУЮЧИХ МОДЕЛЕЙ ОЦІНЮВАННЯ ЗРІЛОСТІ СИСТЕМ УПРАВЛІННЯ ЕНЕРГОЕФЕКТИВНІСТЮ ПІДПРИЄМСТВ ТА НАПРЯМИ ЇХ УДОСКОНАЛЕННЯ
DOI:
https://doi.org/10.46299/j.isjmef.20260505.04Keywords:
енергоефективність, енергоменеджмент, модель зрілості, ISO 50001, Industry 4.0, цифрова зрілістьAbstract
У статті систематизовано сім груп моделей оцінювання зрілості систем управління енергоефективністю підприємств (CMMI, DOE/SEP, ISO 50001, Industry 4.0, Smart Manufacturing, Digital Maturity, ESG), виявлено їхні спільні недоліки та запропоновано напрями створення інтегрованої моделі.
References
1) Hasan, A. S. M. M., & Trianni, A. (2020). A review of energy management assessment models for industrial energy efficiency. Energies, 13(21), 5713. https://doi.org/10.3390/en13215713
2) Prashar, A. (2017). Energy efficiency maturity (EEM) assessment framework for energy-intensive SMEs: Proposal and evaluation. Journal of Cleaner Production, 166, 1187–1201. https://doi.org/10.1016/j.jclepro.2017.08.116
3) Ngai, E. W. T., Chau, D. C. K., Poon, J. K. L., & To, C. K. M. (2013). Energy and utility management maturity model for sustainable manufacturing process. International Journal of Production Economics, 146(2), 453–464. https://doi.org/10.1016/j.ijpe.2012.12.018
4) Introna, V., Cesarotti, V., Benedetti, M., Biagiotti, S., & Rotunno, R. (2014). Energy Management Maturity Model: An organizational tool to foster the continuous reduction of energy consumption in companies. Journal of Cleaner Production, 83, 108–117. https://doi.org/10.1016/j.jclepro.2014.07.001
5) Antunes, P., Carreira, P., & Mira da Silva, M. (2014). Towards an energy management maturity model. Energy Policy, 73, 803–814. https://doi.org/10.1016/j.enpol.2014.06.011
6) Jovanović, B., & Filipović, J. (2016). ISO 50001 standard-based energy management maturity model – proposal and validation in industry. Journal of Cleaner Production, 112, 2744–2755. https://doi.org/10.1016/j.jclepro.2015.10.023
7) Finnerty, N., Sterling, R., Coakley, D., & Keane, M. M. (2017). An energy management maturity model for multi-site industrial organisations with a global presence. Journal of Cleaner Production, 167, 1232–1250. https://doi.org/10.1016/j.jclepro.2017.07.192
8) Weber, C. V., Curtis, B., & Chrissis, M. B. (1993). Capability Maturity Model, Version 1.1. IEEE Software, 10(4), 18–27. https://doi.org/10.1109/52.219617
9) Capability Maturity Model Integration. (n.d.). In Wikipedia. Retrieved August 30, 2026, from https://en.wikipedia.org/wiki/Capability_Maturity_Model_Integration
10) International Energy Agency. (n.d.). Superior Energy Performance (SEP) – Policies. IEA. https://www.iea.org/policies/830-superior-energy-performance-sep
11) Therkelsen, P., McKane, A., Sabouni, R., & Evans, T. (2014). Superior Energy Performance program demonstrates 1.7-year payback. Lawrence Berkeley National Laboratory, Energy Technologies Area. https://eta.lbl.gov/news/57582/superior-energy-performance-pro
12) U.S. Department of Energy, Office of Energy Efficiency and Renewable Energy. (2025). U.S. manufacturer going above and beyond with Superior Energy Performance. https://www.energy.gov/cmei/amo/articles/us-manufacturer-going-above-and-beyond-superior-energy-performance
13) International Organization for Standardization. (2018). ISO 50001:2018 — Energy management systems — Requirements with guidance for use. https://www.iso.org/standard/69426.html
14) Мінекономрозвитку України. (2014). ДСТУ ISO 50001:2014. Енергозбереження. Системи енергетичного менеджменту. Вимоги та настанова щодо використання (ISO 50001:2011, IDT). https://online.budstandart.com/ua/catalog/doc-page?id_doc=60876
15) Проєкт UNIDO/GEF «Впровадження стандарту систем енергоменеджменту в промисловості України». (2021). Керівництво з впровадження системи енергетичного менеджменту згідно стандарту ISO 50001:2018. http://www.ukriee.org.ua/wp-content/uploads/2021/03/EnMS-Practical-Guide-2021_Ukraine_ukr.pdf
16) Schumacher, J., & Gronau, N. (2025). Comparing Industry 4.0 maturity models. Industry-Science.com. https://industry-science.com/en/articles/industry-4-0-maturity-models/
17) Mittal, S., Romero, D., & Wuest, T. (2018). Towards a smart manufacturing maturity model for SMEs (SM3E). In IFIP Advances in Information and Communication Technology (Vol. 536, pp. 155–163). Springer. https://doi.org/10.1007/978-3-319-99707-0_20
18) Price, C., & Nimbalkar, S. U. (2023). Smart manufacturing maturity models and their applicability: A review. Journal of Manufacturing Technology Management. https://doi.org/10.1108/jmtm-03-2022-0103
19) Polyanska, A., Savchuk, S., Zapukhliak, I., Zaiachuk, Y., & Stankovska, I. (2022). Digital maturity of the enterprise as an assessment of its ability to function in Industry 4.0. In Advances in Manufacturing III (pp. 209–227). Springer. https://doi.org/10.1007/978-3-030-99310-8_17
20) Carvalhosa, S., Lucas, A., Neumann, C., & Turk, A. (2024). Review of digital transformation in the energy sector: Assessing maturity and adoption levels of digital services and products via fuzzy logic. IEEE Access, 12, 60513–60531. https://doi.org/10.1109/ACCESS.2024.3393610
21) Strategy& / PwC. (2023). Digital business maturity in the energy and utilities sector. https://www.strategyand.pwc.com/de/en/industries/energy-utilities/digital-business-maturity.html
22) CrossCountry Consulting. (2023). ESG maturity model: Making progress on your ESG journey. https://www.crosscountry-consulting.com/insights/blog/esg-maturity-model/
23) Novisto. (2026). What is ESG maturity? Stages, assessment & framework. https://novisto.com/knowledge-base/what-is-esg-maturity
24) Moeve Global. (2026). The sustainability maturity cycle: ESG and strategy. https://www.moeveglobal.com/en/planet-energy/2030-goals/sustainability-maturity-cycle-esg-strategy
Downloads
Published
How to Cite
Issue
Section
License
Copyright (c) 2026 Михайло Ганчук

This work is licensed under a Creative Commons Attribution 4.0 International License.




