Methodological Approaches to Managerial Diagnostics and Expert Analytics in Corporate Governance
DOI:
https://doi.org/10.58423/2786-6742/2025-8-105-115Keywords:
management diagnostics, expert analytics, analysis, diagnostic methods, economic research, management decisionsAbstract
In today's environment, businesses are forced to respond quickly to numerous external and internal factors that affect their operations. Management diagnostics and expert analytics play an important role in the management process, providing managers with the necessary information to make informed decisions and assess the prospects of the enterprise. However, the absence of a clear methodological basis and differentiation of these approaches complicates their effective use in enterprise management.
The article examines the conceptual foundations and methodological approaches to management diagnostics and expert analytics as tools for effective enterprise management. Management diagnostics is defined as a systematic process of research and evaluation of enterprise functioning aimed at analyzing economic, financial and organizational indicators, which is based on the study of actual performance results, internal and external factors of influence, as well as other relevant information with a view to identifying problems, determining reserves for improvement, assessing the effectiveness of management decisions and formulating recommendations for the future development of an enterprise. Instead, expert analytics is focused on long-term forecasting, analyzing the relationships between internal and external factors, and forming the basis for strategic decisions. The article highlights the main differences between these approaches in terms of such characteristics as purpose, objectives, methods, subject and object of research, as well as the results of their application Management diagnostics is aimed at analyzing current processes and effectively solving operational problems, while expert analytics forms the information basis for long-term decision-making, taking into account macroeconomic and industry changes.
Particular attention is paid to the complementarity of these approaches in modern management, which allows creating a holistic analysis system aimed at maintaining the efficiency of the enterprise in the short and long term. It is established that the integration of management diagnostics and expert analytics allows managers to get a clear picture of the state of the enterprise, potential threats and opportunities for development
References
Wiener, N. (1948). Cybernetics or Control and Communication in the Animal and the Machine. Paris: Cambridge, Mass.
Shannon, C. E., & Weaver, W. (1949). The Mathematical Theory of Communication. Urbana, IL: University of Illinois Press.
Simon, H. A. (1965). The architecture of complexity. General Systems, 10, 63–76.
Toffler, R., & Tishaw, H. (1977). Going, going, gone – Four factors which predict. Accountancy, March, 50–54.
Gordon, L. V. Springate. (1978). Predicting the possibility of failure in a Canadian firm: A discriminant analysis. Unpublished M.B.A. Research Project, Simon Fraser University.
Ohlson, J. A. (1980). Financial ratios and the probabilistic prediction of bankruptcy. Journal of Accounting Research, 18(1), 109–138. DOI: https://doi.org/10.2307/2490395
Altman, E. I. (2006). Corporate Financial Distress and Bankruptcy: Predict and Avoid Bankruptcy, Analyze and Invest in Distressed Debt. John Wiley & Sons. DOI: https://doi.org/10.1002/9781118267806
Adizes, I. (2004). Managing Corporate Lifecycles: How to Get to and Stay at the Top. Santa Barbara: Adizes Institute Publications.
Ansoff, H. I. (1979). Strategic Management. London; Basingstoke: Macmillan. DOI: https://doi.org/10.1007/978-1-349-02971-6
Ansoff, H. I. (1980). Strategic issue management. Strategic Management Journal, 1(2), 131–148. DOI: https://doi.org/10.1002/smj.4250010204
Savchuk, V., & Derii, V. (2023). Relevanta analityka – vyznachalnyi chynnyk efektyvnoho upravlinnia diialnistiu pidpryiemstva [Relevant analytics as a key factor in effective management of enterprise activities]. Visnyk Ekonomiky – Bulletin of Economics, 4, 104–117. DOI: https://doi.org/10.35774/visnyk2023.04.104 [in Ukrainian]. DOI: https://doi.org/10.35774/visnyk2023.04.104
Petrenko, I. I. (2012). Typy, funktsii, instrumentarii ta pryntsypy ekspertnо-analitychnoi diialnosti [Types, functions, tools, and principles of expert and analytical activities]. Visnyk Kyivskoho Natsionalnoho Universytetu imeni Tarasa Shevchenka. Filosofiia. Politolohiia – Bulletin of Taras Shevchenko National University of Kyiv. Philosophy. Political Science, 109, 61–66 [in Ukrainian].
Andrushkiv, B. M., & Pikhurko, A. I. (2015). Upravlinska diahnostyka yak sposib poshuku napriamiv pokrashchennia systemy menedzhmentu na pidpryiemstvi [Management diagnostics as a way to improve management systems at the enterprise]. Proceedings of the IV International Scientific and Technical Conference of Young Scientists and Students “Current Challenges of Modern Technologies” (Vol. 2, pp. 168–169). Ternopil: TNTU [in Ukrainian].
Holei, Yu. M. (2023). Sutnist, zavdannia ta metody diahnostyky ekonomichnoi diialnosti pidpryiemstva [Essence, tasks, and methods of diagnosing the economic activity of enterprises]. Derzhava ta Rehiony. Seriia: Ekonomika ta pidpryiemnytstvo – State and Regions. Series: Economy and Entrepreneurship, 4(130), 58–64. DOI: https://doi.org/10.32782/1814-1161/2023-4-9 [in Ukrainian]. DOI: https://doi.org/10.32782/1814-1161/2023-4-9
Dovbnia, S. B. (2015). Metodolohiia formuvannia dvoryvnevoi systemy upravlinskoi diahnostyky [Methodology for forming a two-level management diagnostics system]. Ekonomichnyi Visnyk Natsionalnoho Hirnychoho Universytetu – Economic Bulletin of the National Mining University, 1, 118–123 [in Ukrainian].
Terletska, Yu. (2024). Upravlinska diahnostyka: kontseptualni polozhennia ta priorytety optymizatsii [Management diagnostics: Conceptual provisions and priorities for optimization]. Naukovi Innovatsii ta Peredovi Tekhnolohii – Scientific Innovations and Advanced Technologies, 2(30). DOI: https://doi.org/10.52058/2786-5274-2024-2(30)-553-561 [in Ukrainian]. DOI: https://doi.org/10.52058/2786-5274-2024-2(30)-553-561
Telin, S. V. (2012). Zastosuvannia ekspertnykh metodiv diahnostyky kryzovykh symptomiv rozvytku pidpryiemstva [Application of expert methods for diagnosing crisis symptoms in enterprise development]. Ekonomichnyi Visnyk Zaporizkoi Derzhavnoi Inzhenernoi Akademii – Economic Bulletin of Zaporizhzhia State Engineering Academy, 3, 110–119 [in Ukrainian].
Mnykh, Ye. V. (2013). Efektyvnist intehruvannia oblikovo-analitychnykh system [Effectiveness of integrating accounting and analytical systems]. Visnyk KNTEU – Bulletin of KNTEU, 1, 109–116 [in Ukrainian].
Pavlovskii, H. (2017). Upravlinska diahnostyka v systemi tsilei ekonomichnoi diahnostyky pidpryiemstva [Management diagnostics in the system of economic diagnostics goals]. Investytsii: praktyka ta dosvid – Investments: Practice and Experience, 7, 66–73 [in Ukrainian].
Tomchuk, O. F., & Hradomska, I. O. (2020). Vykarystannia metodiv stratehichnoho upravlinskoho analizu pid chas pryiniattia upravlinskykh rishen [Use of strategic management analysis methods in decision-making]. Infrastruktura Rynku – Market Infrastructure, 41, 307–312 [in Ukrainian].
Putsenteilo, P. R. (2015). Analitychne zabezpechennia diialnosti pidpryiemstva [Analytical support for enterprise activities]. Stalyi Rozvytok Ekonomiky – Sustainable Development of the Economy, 1(26), 168–174 [in Ukrainian].
Yakymchuk, T., & Lysenko, O. (2022). Mistse analizu v systemi menedzhmentu pidpryiemstva [The role of analysis in enterprise management systems]. Ekonomika ta Suspilstvo – Economy and Society, 42. URL: https://economyandsociety.in.ua/index.php/journal/article/view/1598/1537 [in Ukrainian].
Skrynkovskyi, R. M., & Pavlovskii, H. (2016). Diahnostyka v systemi menedzhmentu pidpryiemstva [Diagnostics in the enterprise management system]. Problemy Ekonomiky – Problems of Economy, 3, 199–205 [in Ukrainian].
Cherchyk, L. M. (2017). Diahnostyka v systemi stratehichnoho menedzhmentu pidpryiemstva [Diagnostics in the strategic management system of an enterprise]. Naukovyi Visnyk Polissia – Scientific Bulletin of Polissia, 2(10), 150–155 [in Ukrainian]. DOI: https://doi.org/10.25140/2410-9576-2017-2-2(10)-150-155
Zaika, S. O., Sahachko, Y. M., & Kuskova, S. V. (2024). Management diagnostics as a tool for making effective decisions. Ekonomika Rozvytku System – System Development Economics, 6(2), 98–106. DOI: https://doi.org/10.32782/2707-8019/2024-2-14. DOI: https://doi.org/10.32782/2707-8019/2024-2-14
Zaika, S. O., Hridin, O. V., & Sahachko, Y. M. (2024). The role of management diagnostics in justifying operational decisions. Modern Engineering and Innovative Technologies, 34(2). DOI: 10.30890/2567-5273.2024-34-00-002. DOI: https://doi.org/10.30890/2567-5273.2024-34-00-002
Zaika, S. O. (2023). Upravlinska diahnostyka: Kurs lektsii dlia zdobuvachiv vyshchoi osvity dennoi ta zaochnoi formy navchannia [Management Diagnostics: Lecture Course for Higher Education Students]. Kharkiv: DBTU. URL: https://repo.btu.kharkov.ua/bitstream/123456789/41884/1/KL_Upravlins_ka_diahnostyka_23.pdf [in Ukrainian].
Sahachko, Y. M., Zaika, S. O., & Hridin, O. V. (2024). The role of expert analytics in administrative and operational management. Advances in Science, 6(6), 585–594. DOI: https://doi.org/10.52058/3041-1254-2024-6(6)-585-594. URL: http://perspectives.pp.ua/index.php/sas/article/view/14282/14352.
Downloads
Published
Issue
Section
License
Copyright (c) 2025 Svitlana Zaika
This work is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License.
Authors retain copyright and grant the journal right of first publication with the work simultaneously licensed under a Creative Commons CC BY-NC License.
