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Transforming Energy Management with an AI-Enabled Digital Twin
MIS Quarterly Executive (2025)

Transforming Energy Management with an AI-Enabled Digital Twin

Hadi Ghanbari, Petter Nissinen
This paper reports on a case study of how one of Europe's largest district heating providers, called EnergyCo, implemented an AI-assisted digital twin to improve energy efficiency and sustainability. The study details the implementation process and its outcomes, providing six key recommendations for executives in other industries who are considering adopting digital twin technology.

Problem Large-scale energy providers face significant challenges in managing complex district heating networks due to fluctuating energy prices, the shift to decentralized renewable energy sources, and operational inefficiencies from siloed departments. Traditional control systems lack the comprehensive, real-time view needed to optimize the entire network, leading to energy loss, higher costs, and difficulties in achieving sustainability goals.

Outcome - The AI-enabled digital twin provided a comprehensive, real-time representation of the entire district heating network, replacing fragmented views from legacy systems.
- It enabled advanced simulation and optimization, allowing the company to improve operational efficiency, manage fluctuating energy prices, and move toward its carbon neutrality goals.
- The system facilitated scenario-based decision-making, helping operators forecast demand, optimize temperatures and pressures, and reduce heat loss.
- The digital twin enhanced cross-departmental collaboration by providing a shared, holistic view of the network's operations.
- It enabled a shift from reactive to proactive maintenance by using predictive insights to identify potential equipment failures before they occur, reducing costs and downtime.
Digital Twin, Energy Management, District Heating, AI, Cyber-Physical Systems, Sustainability, Case Study
How a Utility Company Established a Corporate Data Culture for Data-Driven Decision Making
MIS Quarterly Executive (2024)

How a Utility Company Established a Corporate Data Culture for Data-Driven Decision Making

Philipp Staudt, Rainer Hoffmann
This paper presents a case study of a large German utility company's successful transition to a data-driven organization. It outlines the strategy, which involved three core transformations: enabling the workforce, improving the data lifecycle, and implementing employee-centered data management. The study provides actionable recommendations for industrial organizations facing similar challenges.

Problem Many industrial companies, particularly in the utility sector, struggle to extract value from their data. The ongoing energy transition, with the rise of renewable energy sources and electric vehicles, has made traditional, heuristic-based decision-making obsolete, creating an urgent need for a robust corporate data culture to manage increasing complexity and ensure grid stability.

Outcome - A data culture was successfully established through three intertwined transformations: enabling the workforce, improving the data lifecycle, and transitioning to employee-centered data management.
- Enabling the workforce involved upskilling programs ('Data and AI Multipliers'), creating platforms for knowledge sharing, and clear communication to ensure widespread buy-in and engagement.
- The data lifecycle was improved by establishing new data infrastructure for real-time data, creating a central data lake, and implementing a strong data governance framework with new roles like 'data officers' and 'data stewards'.
- An employee-centric approach, featuring cross-functional teams, showcasing quick wins to demonstrate value, and transparent communication, was crucial for overcoming resistance and building trust.
- The transformation resulted in the deployment of over 50 data-driven solutions that replaced outdated processes and improved decision-making in real-time operations, maintenance, and long-term planning.
data culture, data-driven decision making, utility company, energy transition, change management, data governance, case study
How the Odyssey Project Is Using Old and Cutting-Edge Technologies for Financial Inclusion
MIS Quarterly Executive (2024)

How the Odyssey Project Is Using Old and Cutting-Edge Technologies for Financial Inclusion

Samia Cornelius Bhatti, Dorothy E. Leidner
This paper presents a case study of The Odyssey Project, a fintech startup aiming to increase financial inclusion for the unbanked. It details how the company combines established SMS technology with modern innovations like blockchain and AI to create an accessible and affordable digital financial solution, particularly for users in underdeveloped countries without smartphones or consistent internet access.

Problem Approximately 1.7 billion adults globally remain unbanked, lacking access to formal financial services. This financial exclusion is often due to the high cost of services, geographical distance to banks, and the requirement for expensive smartphones and internet data, creating a significant barrier to economic participation and stability.

Outcome - The Odyssey Project developed a fintech solution that integrates old technology (SMS) with cutting-edge technologies (blockchain, AI, cloud computing) to serve the unbanked.
- The platform, named RoyPay, uses an SMS-based chatbot (RoyChat) as the user interface, making it accessible on basic mobile phones without an internet connection.
- Blockchain technology is used for the core payment mechanism to ensure secure, transparent, and low-cost transactions, eliminating many traditional intermediary fees.
- The system is built on a scalable and cost-effective infrastructure using cloud services, open-source software, and containerization to minimize operational costs.
- The study demonstrates a successful model for creating context-specific technological solutions that address the unique needs and constraints of underserved populations.
financial inclusion, fintech, blockchain, unbanked, SMS technology, mobile payments, developing economies
Leveraging Information Systems for Environmental Sustainability and Business Value
MIS Quarterly Executive (2024)

Leveraging Information Systems for Environmental Sustainability and Business Value

Anne Ixmeier, Franziska Wagner, Johann Kranz
This study analyzes 31 articles from practitioner journals to understand how businesses can use Information Systems (IS) to enhance environmental sustainability. Based on a comprehensive literature review, the research provides five practical recommendations for managers to bridge the gap between sustainability goals and actual implementation, ultimately creating business value.

Problem Many businesses face growing pressure to improve their environmental sustainability but struggle to translate sustainability initiatives into tangible business value. Managers are often unclear on how to effectively leverage information systems to achieve both environmental and financial goals, a challenge referred to as the 'sustainability implementation gap'.

Outcome - Legitimize sustainability by using IS to create awareness and link environmental metrics to business value.
- Optimize processes, products, and services by using IS to reduce environmental impact and improve eco-efficiency.
- Internalize sustainability by integrating it into core business strategies and decision-making, informed by data from environmental management systems.
- Standardize sustainability data by establishing robust data governance to ensure information is accessible, comparable, and transparent across the value chain.
- Collaborate with external partners by using IS to build strategic partnerships and ecosystems that can collectively address complex sustainability challenges.
Information Systems, Environmental Sustainability, Green IS, Business Value, Corporate Strategy, Sustainability Implementation
The Hidden Causes of Digital Investment Failures
MIS Quarterly Executive (2024)

The Hidden Causes of Digital Investment Failures

Joe Peppard, R. M. Bastien
This study analyzes hundreds of digital projects to uncover the subtle, hidden root causes behind their frequent failure or underachievement. It moves beyond commonly cited symptoms, like budget overruns, to identify five fundamental organizational and structural issues that prevent companies from realizing value from their technology investments. The analysis is supported by an illustrative case study of a major insurance company's large-scale transformation program.

Problem Organizations invest heavily in digital technology expecting significant returns, but most struggle to achieve their goals, and project success rates have not improved over time. Despite an abundance of project management frameworks and best practices, companies often address the symptoms of failure rather than the underlying problems. This research addresses the gap by identifying the deep-rooted, often surprising causes for these persistent investment failures.

Outcome - The Illusion of Control: Business leaders believe they are controlling projects through metrics and governance, but this is an illusion that masks a lack of real influence over value creation.
- The Fallacy of the “Working System”: The primary goal becomes delivering a functional IT system on time and on budget, rather than achieving the intended business performance improvements.
- Conflicts of Interest: The conventional model of a single, centralized IT department creates inherent conflicts of interest, as the same group is responsible for designing, building, and quality-assuring systems.
- The IT Amnesia Syndrome: A project-by-project focus leads to a collective organizational memory loss about why and how systems were built, creating massive complexity and technical debt for future projects.
- Managing Expenses, Not Assets: Digital systems are treated as short-term expenses to be managed rather than long-term productive assets whose value must be cultivated over their entire lifecycle.
digital investment, project failure, IT governance, root cause analysis, business value, single-counter IT model, technical debt
The Promise and Perils of Low-Code AI Platforms
MIS Quarterly Executive (2024)

The Promise and Perils of Low-Code AI Platforms

Maria Kandaurova, Daniel A. Skog, Petra M. Bosch-Sijtsema
This study investigates the adoption of a low-code conversational Artificial Intelligence (AI) platform within four multinational corporations. Through a case study approach, the research identifies significant challenges that arise from fundamental, yet incorrect, assumptions about low-code technologies. The paper offers recommendations for companies to better navigate the implementation process and unlock the full potential of these platforms.

Problem As businesses increasingly turn to AI for process automation, they often encounter significant hurdles during adoption. Low-code AI platforms are marketed as a solution to simplify this process, but there is limited research on their real-world application. This study addresses the gap by showing how companies' false assumptions about the ease of use, adaptability, and integration of these platforms can limit their effectiveness and return on investment.

Outcome - The usability of low-code AI platforms is often overestimated; non-technical employees typically face a much steeper learning curve than anticipated and still require a foundational level of coding and AI knowledge.
- Adapting low-code AI applications to specific, complex business contexts is challenging and time-consuming, contrary to the assumption of easy tailoring. It often requires significant investment in standardizing existing business processes first.
- Integrating low-code platforms with existing legacy systems and databases is not a simple 'plug-and-play' process. Companies face significant challenges due to incompatible data formats, varied interfaces, and a lack of a comprehensive data strategy.
- Successful implementation requires cross-functional collaboration between IT and business teams, thorough platform testing before procurement, and a strategic approach to reengineering business processes to align with AI capabilities.
Low-Code AI Platforms, Artificial Intelligence, Conversational AI, Implementation Challenges, Digital Transformation, Business Process Automation, Case Study
Combining Low-Code/No-Code with Noncompliant Workarounds to Overcome a Corporate System's Limitations
MIS Quarterly Executive (2024)

Combining Low-Code/No-Code with Noncompliant Workarounds to Overcome a Corporate System's Limitations

Robert M. Davison, Louie H. M. Wong, Steven Alter
This study explores how employees at a warehouse in Hong Kong utilize low-code/no-code principles with everyday tools like Microsoft Excel to create unofficial solutions. It examines these noncompliant but essential workarounds that compensate for the shortcomings of their mandated corporate software system. The research is based on a qualitative case study involving interviews with warehouse staff.

Problem A global company implemented a standardized, non-customizable corporate system (Microsoft Dynamics) that was ill-suited for the unique logistical needs of its Hong Kong operations. This created significant operational gaps, particularly in delivery scheduling, leaving employees unable to perform critical tasks using the official software.

Outcome - Employees effectively use Microsoft Excel as a low-code tool to create essential, noncompliant workarounds that are vital for daily operations, such as delivery management.
- These employee-driven solutions, developed without formal low-code platforms or IT approval, become institutionalized and crucial for business success, highlighting the value of 'shadow IT'.
- The study argues that low-code/no-code development is not limited to formal platforms and that managers should recognize, support, and govern these informal solutions.
- Businesses are advised to adopt a portfolio approach to low-code development, leveraging tools like Excel alongside formal platforms, to empower employees and solve real-world operational problems.
Low-Code/No-Code, Workarounds, Shadow IT, Citizen Development, Enterprise Systems, Case Study, Microsoft Excel
Governing Citizen Development to Address Low-Code Platform Challenges
MIS Quarterly Executive (2024)

Governing Citizen Development to Address Low-Code Platform Challenges

Altus Viljoen, Marija Radić, Andreas Hein, John Nguyen, Helmut Krcmar
This study investigates how companies can effectively manage 'citizen development'—where employees with minimal technical skills use low-code platforms to build applications. Drawing on 30 interviews with citizen developers and platform experts across two firms, the research provides a practical governance framework to address the unique challenges of this approach.

Problem Companies face a significant shortage of skilled software developers, leading them to adopt low-code platforms that empower non-IT employees to create applications. However, this trend introduces serious risks, such as poor software quality, unmonitored development ('shadow IT'), and long-term maintenance burdens ('technical debt'), which organizations are often unprepared to manage.

Outcome - Citizen development introduces three primary risks: substandard software quality, shadow IT, and technical debt.
- Effective governance requires a more nuanced understanding of roles, distinguishing between 'traditional citizen developers' and 'low-code champions,' and three types of technical experts who support them.
- The study proposes three core sets of recommendations for governance: 1) strategically manage project scope and complexity, 2) organize effective collaboration through knowledge bases and proper tools, and 3) implement targeted education and training programs.
- Without strong governance, the benefits of rapid, decentralized development are quickly outweighed by escalating risks and costs.
citizen development, low-code platforms, IT governance, shadow IT, technical debt, software quality, case study
What it takes to control Al by design: human learning
AI & SOCIETY (2025)

What it takes to control Al by design: human learning

Dov Te'eni, Inbal Yahav, David Schwartz
This study proposes a robust framework, based on systems theory, for maintaining meaningful human control over complex human-AI systems. The framework emphasizes the importance of continual human learning to parallel advancements in machine learning, operating through two distinct modes: a stable mode for efficient operation and an adaptive mode for learning. The authors demonstrate this concept with a method called reciprocal human-machine learning applied to a critical text classification system.

Problem Traditional methods for control and oversight are insufficient for the complexity of modern AI technologies, creating a gap in ensuring that critical AI systems remain aligned with human values and goals. As AI becomes more autonomous and operates in volatile environments, there is an urgent need for a new approach to design systems that allow humans to effectively stay in control and adapt to changing circumstances.

Outcome - The study introduces a framework for human control over AI that operates at multiple levels and in two modes: stable and adaptive.
- Effective control requires continual human learning to match the pace of machine learning, ensuring humans can stay 'in the loop' and 'in control'.
- A method called 'reciprocal human-machine learning' is presented, where humans and AI learn from each other's feedback in an adaptive mode.
- This approach results in high-performance AI systems that are unbiased and aligned with human values.
- The framework provides a model for designing control in critical AI systems that operate in dynamic environments.
Human-AI system, Control, Reciprocal learning, Feedback, Oversight
Design Knowledge for Virtual Learning Companions from a Value-centered Perspective
Communications of the Association for Information Systems (2024)

Design Knowledge for Virtual Learning Companions from a Value-centered Perspective

Ricarda Schlimbach, Bijan Khosrawi-Rad, Tim C. Lange, Timo Strohmann, Susanne Robra-Bissantz
This study develops design principles for Virtual Learning Companions (VLCs), which are AI-powered chatbots designed to help students with motivation and time management. Using a design science research approach, the authors conducted interviews, workshops, and built and tested several prototypes with students. The research aims to create a framework for designing VLCs that not only provide functional support but also build a supportive, companion-like relationship with the learner.

Problem Working students in higher education often struggle to balance their studies with their jobs, leading to challenges with motivation and time management. While conversational AI like ChatGPT is becoming common, these tools often lack the element of companionship and a holistic approach to learning support. This research addresses the gap in how to design AI learning tools that effectively integrate motivation, time management, and relationship-building from a user-value-centered perspective.

Outcome - The study produced a comprehensive framework for designing Virtual Learning Companions (VLCs), resulting in 9 design principles, 28 meta-requirements, and 33 design features.
- The findings are structured around a “value-in-interaction” model, which proposes that a VLC's value is created across three interconnected layers: the Relationship Layer, the Matching Layer, and the Service Layer.
- Key design principles include creating a human-like and adaptive companion, enabling proactive and reactive behavior, building a trustworthy relationship, providing supportive content, and fostering a motivational and ethical learning environment.
- Evaluation of a coded prototype revealed that different student groups have different preferences, emphasizing that VLCs must be adaptable to their specific educational context and user needs to be effective.
Conversational Agent, Education, Virtual Learning Companion, Design Knowledge, Value
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