Multilevel methodological approach to the comprehensive assessment of the eff ectiveness of innovation implementation in retail companies

The purpose of this paper is to develop a multilevel methodological approach to the comprehensive assessment of the effectiveness of innovation implementation in retail companies.  The objectives were to systematize existing assessment approaches, distinguish implementation conditions, resources, actual use, and outcomes, and develop rules for selecting and aggregating indicators. Based on an integrative literature review, the paper systematizes resource–outcome, process, customer, organizational capability, and strategic approaches, supplemented by financial methods of project evaluation.

The proposed model comprises eight analytical blocks: organizational readiness, resource provision, implementation quality, actual use, and customer, operational, financial, and strategic outcomes. The first four blocks describe the conditions and mechanism through which an effect is generated, while the remaining four represent achieved performance. The system of indicators follows a modular principle and combines a universal core with digital, omnichannel, logistics, marketing, and organizational modules. The digital module covers data quality, automation, and technology use, whereas the omnichannel module reflects channel integration and changes in customers’ cross-channel behaviour.

Performance and resource intensity are calculated separately: the integral performance index is based on customer, operational, financial, and strategic outcomes, while the resources committed to the project are measured by a separate index. The paper proposes procedures for normalizing and aggregating indicators, assigning weights, and conducting sensitivity analysis of the final assessment. The approach can be used to compare innovation projects, monitor their implementation, diagnose insufficient returns, and support scaling decisions. The main limitation is that the model has not yet been tested using data from specific retail companies.

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