research

Research grounded
in real operations.

My research covers enterprise AI, industrial knowledge systems and operations management. It starts from what real deployments deal with: scattered data, old infrastructure, governance rules and decisions with physical consequences.

3research areas
2papers
5research essays
2available to download
focus

Research areas

Industry 5.0 reframes the goals of industrial transformation — from pure efficiency and automation to a model where technology serves human capabilities, builds organisational resilience, and supports sustainable operations at enterprise scale.

Where Industry 4.0 asked "how do we automate this?", Industry 5.0 asks "how do we make this human-AI collaboration work reliably, at scale, under real operational constraints?" That requires rethinking operating models, knowledge structures, and AI governance from the ground up.

research threads

  • Collaboration architectures for human-AI decision-making in industrial settings
  • Operating model design for AI-augmented, people-centred enterprises
  • Governance frameworks for responsible AI deployment in operations
  • Transition pathways from automation-first to augmentation-first industrial systems

Most enterprise AI underperforms because the knowledge it needs is missing. Rules, constraints and working knowledge sit in documents, systems and people's heads, where an AI system can't reach them when a decision comes up.

A knowledge graph is the enterprise written down as things and the relationships between them (this pump feeds that vessel, this procedure governs that step) in a form software can query. I work on knowledge graphs that cope with how companies actually are: messy data, old systems, few people who know semantic tools, and governance rules that can't be skipped.

research threads

  • File-based knowledge graph architectures for practical enterprise adoption
  • Ontology governance and versioning in multi-team environments
  • Retrieval-augmented generation (RAG) that draws on a structured knowledge graph
  • Knowledge graph design patterns for manufacturing, construction, and retail
  • Provenance, traceability, and explainability in KG-backed AI systems

Operations systems are being redesigned, and adding AI to existing workflows only gets you so far. I'm interested in systems where the process, the software and human judgement are designed together, with clear handoffs between them and governance built in from the start.

This domain addresses the engineering and organisational design of next-generation Human-Cyber-Physical Systems — plants, sites, and supply chains where the machines, the software, and the people working them form one system rather than three. The physical and the digital are tightly coupled, human agency is preserved by design, and operational decisions carry consequences that demand auditability and resilience.

Prefabricated & Panelised Construction

Construction 5.0 demands reconfigurable production systems where design intent, manufacturing logic, logistics coordination, and assembly execution must remain coherent across long, multi-stakeholder project lifecycles.

Smart Retail Operations

Retail intelligence requires synthesising demand signals, inventory positions, pricing rules, and supplier constraints in real time. The focus: operational context layers that make AI pricing, allocation, and procurement decisions reliable and auditable.

Advanced Manufacturing

Deeply integrated production environments where quality, scheduling, knowledge management, and human oversight operate as a unified system rather than separate applications.

longer work

Papers

Papers published elsewhere link to the publisher. For work I can share myself, leave your email and the PDF is sent to you.

Book chapterpublishedAPMS 2025 · Springer, Cham

Robotic Process Automation: A Qualitative Journey Through RPA's Impacts on Company Employees

abstract

Robotic process automation is usually justified in headcount terms, which is the least interesting thing about it. This study takes a qualitative route instead: thirteen semi-structured interviews with RPA practitioners across four multinational companies, asking what automation actually did to the people around it. The finding is that RPA does not straightforwardly displace employees, but it does reshape their work and the governance around it — and how much it reshapes depends on which automation strategy the organisation chose. Task-oriented programmes lean on citizen developers and move quickly at the cost of a coherent process view; process-oriented programmes rely on professional developers and demand far more structured governance. The chapter draws these threads into an integrated framework linking automation strategy, governance model, upskilling, and employee adaptation.

authors

Edgar Simões, Ana Correia Simões, José Coelho Rodrigues, Pedro Miguel Lourenço

Robotic Process AutomationDigital TransformationGovernanceWorkforce AdaptationQualitative Research

key contributions

01
Strategy shapes impact
Task-oriented and process-oriented automation produce different effects on work
02
Governance requirements
What each automation strategy demands of the operating model around it
03
Citizen vs professional developers
Where each model accelerates delivery and where it accrues debt
04
Integrated framework
Automation strategy, governance, upskilling, and employee adaptation as one system
Read the published version →
Conference paperin progress

Reconfigurable Smart Production System for Prefabricated Panelised Construction

abstract

Prefabricated panelised construction offers significant efficiency gains but requires production systems that can adapt to multiple product variants without costly process redesign. Traditional fixed-sequence production lines struggle with design variability, leading to bottlenecks and rework. This paper presents a reconfigurable production architecture that maintains production coherence across variant design spaces while coordinating fabrication sequences, logistics constraints, and multi-site assembly workflows. The approach is grounded in a real industrial deployment and demonstrates how structured ontology-driven production planning can enable factory-level flexibility without sacrificing traceability or quality control.

authors

Pedro Miguel Lourenço

Prefabricated ConstructionReconfigurable ProductionIndustry 5.0Smart Manufacturing

key contributions

01
Reconfigurable architecture
Design framework for production systems that adapt to multiple product variants without process redesign
02
Production-logistics integration
Methods to maintain coherence between design intent, manufacturing sequences, and logistics constraints
03
Multi-site coordination
Governance model for coordinating fabrication, assembly, and site delivery across distributed teams
04
Knowledge traceability
Systems approach to capturing and reusing production knowledge across the project lifecycle
The paper is not available yet
shorter work

Essays

Essays work through a single problem in the space between a research note and a full paper.

Research essaypublished

File-Based Knowledge Graphs and Retrieval-Augmented AI for Complex Project Delivery

abstract

Complex engineering and transformation projects generate heterogeneous knowledge that is difficult to integrate, trace, and reuse across multi-year lifecycles. Although knowledge graphs (KGs) and retrieval-augmented generation (RAG) have independently matured, many teams still lack a practical path from fragmented documents to explainable AI-assisted decision support. This paper develops an end-to-end design pattern for file-based project knowledge graphs: KGs whose canonical representation resides in structured files (Markdown + YAML + explicit links), rather than in dedicated graph databases. It is based on a prototype built for a real-case, multi-year, multi-site industrial MES implementation project, and presents a detailed design that covers ontology governance, graph encoding patterns, agentic retrieval loops, provenance rules, human-in-the-loop write controls, and production-oriented cost optimisation.

authors

Pedro Miguel Lourenço

Knowledge GraphsRAGComplex Project DeliveryMESOntologyAgentic AI

key contributions

01
File-based KG architecture
Markdown + YAML + explicit links as canonical graph representation
02
Agentic retrieval loops
RAG pipelines grounded in structured project knowledge graphs
03
Ontology governance
Versioned ontology management for multi-year project contexts
04
Provenance & explainability
Human-in-the-loop write controls and traceable AI decisions
05
Cost optimisation
Production-oriented strategies for sustainable enterprise RAG
Research essaypublished

Beyond Speech-to-Text: Preserving Meaning in Clinical Transcription

abstract

This research essay examines AI-assisted clinical transcription as a problem of meaning preservation rather than speech recognition alone. A transcript can read perfectly and still be clinically wrong: "no fracture" becomes "fracture", a decimal shifts, left becomes right, a small finding disappears. The essay sets out what has to survive the journey from dictation to report — findings and negation, anatomy and laterality, numbers and units, uncertainty, and report structure — and proposes a human-in-the-loop workflow in which AI prepares and checks a draft while the physician keeps final validation and release authority. It develops a controlled semantic post-processing layer that corrects recurring ASR errors where the source supports the correction and flags them where it does not, a risk-based review taxonomy that directs attention without letting the system decide clinical truth, and the surrounding platform — workflow states, versioned report models, audit trail — that makes any of it accountable. The work combines solution design with early qualitative exploration; it is explicitly not a completed clinical-validation study, and it states where that boundary falls.

authors

Pedro Miguel Lourenço

Clinical DocumentationSpeech-to-TextHuman-in-the-LoopSemantic RecoveryQuality AssuranceHealthcare AI

key contributions

01
Semantic fidelity map
What must survive transcription intact — findings and negation, anatomy and laterality, numbers and units, uncertainty, report structure
02
Accountable workflow
AI drafts and flags; the physician validates and releases, with a temporary transcriptionist gate and defined criteria for retiring it
03
Semantic recovery layer
Controlled post-processing after ASR that corrects what the source supports and flags what it does not, rather than guessing
04
Risk-based review
A critical-to-low triage that directs human attention without letting the system determine clinical truth
05
An explicit evidence boundary
What is designed, what early exploration suggests, and what a controlled clinical pilot still has to establish
Research essayin progress

Ontology Alignment Patterns for Manufacturing ERP Integration

abstract

Every enterprise ontology project eventually collides with the ERP. The data is there, the semantics are not, and a full schema migration is never on the table. This essay works through the practical design patterns for mapping ERP data structures onto a domain ontology without rewriting either — where to put the mapping layer, how to version it as the ERP configuration drifts, and which classes of semantic mismatch are worth modelling versus worth ignoring.

authors

Pedro Miguel Lourenço

OntologyERPSemantic IntegrationManufacturing

key contributions

01
Mapping layer placement
Where the ontology-to-ERP mapping should live, and what it must not own
02
Drift management
Versioning the mapping as ERP configuration changes underneath it
03
Mismatch triage
Which classes of semantic mismatch justify modelling effort and which do not
The essay is not available yet
Research essayin progress

Human-AI Decision Handoff Models in Industrial Operations

abstract

When should an agent escalate to a person? Most deployments answer this with a confidence threshold, which is the wrong instrument — confidence measures the model's certainty, not the cost of being wrong. This essay formalises the conditions, triggers, and interface patterns for reliable human-in-the-loop operation in settings where a bad automated decision has physical consequences, and argues for handoff rules grounded in consequence and reversibility rather than model self-report.

authors

Pedro Miguel Lourenço

Human-AI CollaborationIndustry 5.0AI GovernanceOperations

key contributions

01
Handoff triggers
Escalation conditions grounded in consequence and reversibility, not confidence
02
Interface patterns
How an escalation should be presented for a person to act on it quickly
03
Accountability boundaries
Who owns the decision at each stage of an assisted workflow
The essay is not available yet
Research essayin progress

Cost Optimisation Strategies for Enterprise RAG Pipelines

abstract

A retrieval pipeline that is correct but uneconomical does not reach production. This essay collects the techniques that reduce inference cost in production RAG systems without giving up retrieval quality or explainability: routing by task rather than by default, caching at the semantic layer instead of the prompt layer, structuring retrieval so that the expensive model sees less but better context, and measuring the whole thing in cost-per-answered-question rather than cost-per-token.

authors

Pedro Miguel Lourenço

RAGEnterprise AICost OptimisationLLM Architecture

key contributions

01
Task-based routing
Matching model capability to task difficulty instead of defaulting to the largest model
02
Semantic-layer caching
Caching where meaning is stable rather than where prompt strings match
03
Cost-per-answer metrics
Measuring pipelines by answered question, not by token
The essay is not available yet
approach

How the research is done

01

Primary research

Original design patterns, prototypes, and frameworks developed from real project contexts — not retrospective literature reviews.

02

Applied prototyping

Ideas are validated through working prototypes built on real operational environments, not toy examples.

03

Industry validation

Findings are tested where they are hardest to defend: inside live programmes, under audit requirements, against data nobody cleaned first.

04

Open publication

I publish what I find and make it available to the wider community of practitioners and researchers.

Want to work on this together?

I'm open to research partnerships with companies and universities working on the same problems.

Get in touch →