THEORETICAL AND METHODOLOGICAL FOUNDATIONS OF ASSESSING INNOVATIVE DEVELOPMENT OF ENTERPRISES

Abstract

The article explores the theoretical and methodological foundations for assessing the innovative development of enterprises. It synthesizes contemporary scientific approaches (indicator-based, integrated, and functional), identifies requirements for the practical implementation of assessment methodologies, and considers spatial and sectoral specificities. Furthermore, the study substantiates the scientific and practical basis for supporting managerial decision-making and strategic planning of innovative activities.

Based on the analysis of existing interpretations, the study defines the innovative development of an enterprise as an integrated, multidimensional process. This process encompasses not only technical modernization and the implementation of innovations but also the transformation of organizational structures, management practices, and social components to enhance enterprise viability and sustainable growth in the modern economy.

A comparative analysis of modern methodological approaches to assessing innovative development (specifically indicator-based, integrated, and functional) is conducted based on criteria such as «essence», «object of assessment» and «type of result.» The article examines the characteristics of indicators used in these methodologies, analyzes their advantages and disadvantages, and specifies their application features. The study justifies the directions for adapting assessment methods to the sectoral and spatial characteristics of enterprises to ensure the accuracy and relevance of the results.

The requirements for the practical implementation of assessing the level of innovative development are analyzed, including the clarity and measurability of indicators, comparability of results across enterprises and time periods, and alignment with the enterprise's strategic goals. The research highlights the scientific and practical significance of developing comprehensive assessment systems to support managerial decisions, strategic planning, performance forecasting, and, if necessary, the adjustment of innovation policy. An effective methodology for evaluating innovative development must be grounded in computational accuracy and strategic relevance. Serving as an analytical foundation for decision-making, it becomes a prerequisite for sustained competitiveness and sustainable development.

The research findings can be utilized to create adapted methodologies for assessing innovative development across various industries and regions, as well as for implementing digital tools for analytics and modeling.


References

1. Kashchena N.B., Chmilʹ YE.L. Teoretyko- metodychni zasady analizu innovatsiynoho rozvytku pidpryyemstva [Theoretical and methodological principles of analyzing the innovative development of an enterprise]. Ekonomika ta suspilʹstvo, 2022, Vypusk 43, DOI: https://doi.org/10.32782/2524-0072/2022-43-56 Theoretical and methodological principles of analyzing the innovative development of an enterprise
2. Todorov Lyubomir, Shopova Margarita, Marinova Panteleeva Iskra, Todorova Lyubomira Innovation Metrics: A Critical Review. Economies, 2024, 12(12) DOI 10.3390/economies12120327 [in English].
3. Mikityuk V. Otsenivaniye effektivnosti innovatsionnoy deyatel'nosti predpriyatiy na skladakh. (Assessing the effectiveness of innovative activities of enterprises behind their warehouses) Vísnik Ternopol'skogo natsional'nogo ekonomicheskogo universiteta, 2017 r., № 4, S. 105-116. https://doi.org/10.35774/visnyk2017.04.105 [in Ukrainian].
4. Yarmus S. Sysytema pokaznykiv otsinyuvannya stanu innovatsiynoho potentsialu promyslovykh pidpryyemstv (System of indicators for assessing the state of the innovative potential of industrial enterprises). Ekonomichnyy prostir, 2024 (191), S.256-263.https://doi.org/10.32782/2224-6282/191-42 [in Ukrainian].
5. Verbovsʹkyy I., Kysla, O. Kompleksne otsinyuvannya efektyvnosti innovatsiynoyi diyalʹnosti pidpryyemstva (orhanizatsiyi) (Comprehensive assessment of the effectiveness of the innovative activity of an enterprise (organization).). Adaptyvne upravlinnya: teoriya i praktyka. Seriya Ekonomika, 2024, 19(38).https://doi.org/10.33296/2707-0654-19(38)-24 [in Ukrainian].
6. Dykyy YU.O., Yuryk N.YE. Metodychni pidkhody do otsinyuvannya efektyvnosti innovatsiynoyi diyalʹnosti pidpryyemstva v konteksti formuvannya ta vyboru stratehiyi innovatsiynoho rozvytku (Methodological approaches to assessing the effectiveness of an enterprise's innovative activity in the context of forming and choosing an innovative development strategy.). Naukovi innovatsiyi ta peredovi tekhnolohiyi. 2025, № 2(42) 2025. S. 325-344 https://doi.org/10.52058/2786-5274-2025-2(42)-325-344 [in Ukrainian].
7. Mayovetsʹ YA.M. Doslidzhennya efektyvnosti innovatsiynoho rozvytku ahrarnoho pidpryyemnytsyva v Ukrayini (Research on the effectiveness of innovative development of agricultural entrepreneurship in Ukraine). Innovatsiyna ekonomika, 2018, №1-2, S.60-69 [in Ukrainian].
8. Yemelʹyanov O., Petrushka T., Symak A. Innovatsiynistʹ ekonomichnoho rozvytku pidpryyemstv: sutnistʹ, vydy ta osoblyvosti otsinyuvannya (Innovativeness of economic development of enterprises: essence, types and features of assessment). Ekonomika ta suspilʹstvo, 2022 (37). https://doi.org/10.32782/2524-0072/2022-37-44 [in Ukrainian].
9. Pilyavoz T.M. Metodolohichni pidkhody shchodo otsinyuvannya innovatsiynoho rozvytku pidpryyemstva (Methodological approaches to assessing the innovative development of an enterprise). Efektyvna ekonomika № 4, 2012,http://www.economy.nayka.com.ua/?op=1&z=1085 [in Ukrainian].
10. Grechan P.YU. Innovatsiyna aktyvnistʹ v systemi rozvytku pidpryyemstva (Innovative activity in the enterprise development system Entrepreneurship and Innovatio) Pidpryyemnytstvo ta innovatsiyi, vypusk 13, 2020, s.29-33 https://doi.org/10.37320/2415-3583/13.5 [in Ukrainian].
11. Grechan A.P., Babych L.M. Innovatsiyno-investytsiyna diyalʹnistʹ yak bazova peredumova staloho rozvytku subʺyektiv hospodaryuvannya (Innovation and investment activity as a basic prerequisite for sustainable development of economic entities), Naukovyy visnyk Khersonsʹkoho derzhavnoho universytetu. 2019, Vypusk 34. S.26-31. [in Ukrainian].
12. Naidiuk, V. The nature and preconditions of enterprises’ innovative development. Marketing and Management of Innovations, 2013, 3, 251-263. https://doi.org/10.21272/mmi.2013.3-22 [in English].
13. Hrynʹko T.V., Kozik V.A. Problemy upravlinnya innovatsiynym rozvytkom promyslovykh pidpryyemstv v Ukrayini (Problems of managing the innovative development of industrial enterprises in Ukraine). Ekonomichnyy prostir, 2019 (151), S.148-157.https://doi.org/10.32782/2224-6282/151-13 [in Ukrainian].
14. Doroshkevych K., Kolinko N., Dzvonyk R. Innovatsiynyy rozvytok pidpryyemstva: sutnistʹ znachennya ta vizualizatsiya skladovykh (Innovative development of the enterprise: the essence of the meaning and visualization of the components). Ekonomichnyy prostir, 2024 (190), S.8-14.https://doi.org/10.32782/2224-6282/190-2 [in Ukrainian].
15. Andrusiv U.YA. Metodychnyy pidkhid do otsinyuvannya rivnya innovatsiynoho rozvytku zalizorudnykh pidpryyemstv (Methodological approach to assessing the level of innovative development of iron ore enterprise). Ekonomichnyy prostir, 2019 (145), S.115-127. https://prostir.pdaba.dp.ua/index.php/journal/article/view/10715
16. Hudzʹ P.V., Nechayeva I.A., Lukʺyanenko M.O. Otsinyuvannya innovatsiynosti ta kreatyvnosti v diyalʹnosti metalurhiynoho pidpryyemstva (Assessment of innovativeness and creativity in the activities of a metallurgical enterprise), Ekonomichnyy visnyk Donbasu. 2024. № 1-2 (75-76). S. 84-91. https://nasplib.isofts.kiev.ua/handle/123456789/199661 [in Ukrainian].
17. Ishchuk S.O., Sozansʹkyy L. Y. Porivnyalʹna statystychna otsinka innovatsiynoyi diyalʹnosti promyslovoho sektoru ekonomiky Ukrayiny (rehionalʹnyy rozriz) (Comparative statistical assessment of innovation activity of the industrial sector of the economy of Ukraine (regional breakdown). Statystyka Ukrayiny, 2022, 96(1), S.74-58. https://doi.org/10.31767/su.1(96)2022.01.05 [in Ukrainian].