Orquestração de Recursos e Colaboração Cliente-Fornecedor em Projetos de Software Ágeis: Um Estudo de Caso no Setor Financeiro
DOI:
https://doi.org/10.20397/2177-6652/2025.v25i4.3304Resumo
Resumo
Objetivo: Investigar como práticas estruturadas de seleção e avaliação de fornecedores impactam a colaboração cliente–fornecedor no desenvolvimento de projetos de software ágeis.
Metodologia/procedimentos metodológicos: O estudo adota uma abordagem qualitativa, de natureza descritiva, estruturada em um estudo de caso único realizado em uma instituição financeira de grande porte no Brasil. Os dados foram coletados por meio de entrevistas semiestruturadas com dez profissionais, análise documental e observação não participante, sendo analisados com base no método Gioia.
Originalidade/Relevância: A pesquisa preenche uma lacuna teórica ao explorar empiricamente como práticas de seleção e avaliação de fornecedores funcionam como mecanismos de orquestração de recursos em projetos ágeis, tema ainda pouco investigado no setor financeiro.
Principais resultados: Os achados evidenciam que a ausência de critérios sistemáticos compromete o alinhamento estratégico, a integração cultural e técnica das equipes externas e a resiliência organizacional. Em contrapartida, mecanismos formais de governança favorecem a orquestração de recursos, reduzem riscos contratuais e fortalecem a colaboração em projetos ágeis.
Contribuições teóricas/metodológicas: O estudo contribui ao aplicar a Resource Orchestration Theory à gestão de fornecedores em projetos de software, propondo um modelo que integra dimensões contratuais, relacionais e processuais.
Contribuições sociais/para a gestão: Oferece subsídios práticos para gestores aprimorarem processos de governança e de colaboração com fornecedores, fortalecendo a resiliência organizacional em ambientes complexos.
Palavras-chaves: Colaboração cliente–fornecedor; Projetos ágeis de software; Seleção e avaliação de fornecedores; Orquestração de recursos; Setor financeiro.
Abstract
Objective: To investigate how structured supplier selection and evaluation practices affect client–supplier collaboration in the development of agile software projects.
Methodology/procedures: The study adopts a qualitative, descriptive approach, based on a single-case study conducted in a large financial institution in Brazil. Data were collected through semi-structured interviews with ten professionals, document analysis, and non-participant observation, and analyzed using the Gioia method.
Originality/Relevance: The research addresses a theoretical gap by empirically exploring how supplier selection and evaluation practices operate as mechanisms of resource orchestration in agile projects, a subject still underexplored in the financial sector.
Main results: Findings reveal that the absence of systematic criteria undermines strategic alignment, hinders technical and cultural integration of external teams, and limits organizational resilience. Conversely, formal governance mechanisms enhance resource orchestration, mitigate contractual risks, and strengthen collaboration in agile projects.
Theoretical/methodological contributions: The study applies Resource Orchestration Theory to supplier management in software projects, proposing a model that integrates contractual, relational, and process dimensions.
Social/managerial contributions: It provides practical insights for managers to improve governance and supplier collaboration processes, thereby strengthening organizational resilience in complex environments.
Keywords: Client–supplier collaboration; Agile software projects; Supplier selection and evaluation; Resource orchestration; Financial sector.
Resumen
Objetivo: Investigar cómo las prácticas estructuradas de selección y evaluación de proveedores impactan la colaboración cliente–proveedor en el desarrollo de proyectos de software ágil.
Metodología/procedimientos metodológicos: El estudio adopta un enfoque cualitativo, de carácter descriptivo, basado en un estudio de caso único realizado en una institución financiera de gran porte en Brasil. Los datos fueron recolectados mediante entrevistas semiestructuradas con diez profesionales, análisis documental y observación no participante, y analizados con el método Gioia.
Originalidad/Relevancia: La investigación aborda una brecha teórica al explorar empíricamente cómo las prácticas de selección y evaluación de proveedores funcionan como mecanismos de orquestación de recursos en proyectos ágiles, tema aún poco estudiado en el sector financiero.
Principales resultados: Los hallazgos muestran que la ausencia de criterios sistemáticos debilita el alineamiento estratégico, compromete la integración técnica y cultural de los equipos externos y limita la resiliencia organizacional. En cambio, los mecanismos formales de gobernanza favorecen la orquestación de recursos, reducen riesgos contractuales y fortalecen la colaboración en proyectos ágiles.
Contribuciones teóricas/metodológicas: El estudio contribuye al aplicar la Resource Orchestration Theory a la gestión de proveedores en proyectos de software, proponiendo un modelo que integra dimensiones contractuales, relacionales y procesales.
Contribuciones sociales/para la gestión: Ofrece orientaciones prácticas para que los gestores mejoren los procesos de gobernanza y colaboración con proveedores, fortaleciendo la resiliencia organizacional en entornos complejos.
Palabras clave: Colaboración cliente-proveedor; Proyectos de software ágiles; Selección y evaluación de proveedores; Orquestación de recursos; Sector financiero
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