A Qualitative Constructivist Framework for Assessing Knowledge Transfer in Enterprise System Projects: Insights from Expert Interviews

Abstract

Effective Knowledge Transfer (KT) is widely recognized as a cornerstone of success in Enterprise System Projects (ESPs). However, despite its critical role, many ESPs continue to suffer from poor KT practices, resulting in delays, cost overruns, and suboptimal system adoption. This study aims to develop a qualitative constructivist framework for assessing knowledge transfer in ESPs to advance the ESPs' success. This study introduces the Transfer Success Self-Assessment Framework (KTSSAF), a theoretically grounded and empirically validated framework designed to systematically evaluate KT effectiveness across ESP phases. Drawing upon the Information Systems (IS) Success Theory, the KTSSAF is built around the Project Management Process Groups (PMPG), enabling organizations to assess KT at granular levels within the pre-, during-, and post-implementation stages of ESPs. The development of KTSSAF was guided by a qualitative constructivist methodology, combining insights from semi-structured interviews with domain experts and a comprehensive literature review, an assessment kit, and a scoring mechanism tailored to enterprise-specific knowledge clusters and project phases. The framework supports ESP stakeholders in identifying KT gaps, forecasting KT success, and implementing targeted improvements. Empirical validation through expert reviews and pilot studies demonstrates the framework's practical utility and theoretical contributions. KTSSAF empowers organizations to make informed decisions regarding knowledge management strategies, facilitating improved knowledge retention, enhanced system use, and increased stakeholder engagement. By addressing longstanding gaps in KT evaluation within ESPs, this study contributes a structured, repeatable approach for practitioners and researchers to enhance KT outcomes and overall ESP success.