Cited by 2Open Source Software InnovationsSoftware Engineering Techniques and PracticesSoftware Engineering Research

Workflow Automation in Open-Source Software Development: Accelerating Innovation Through Mechanization and Orchestration

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Huang, Ao, Huang, Ni, Hong, Yili·2026·Information Systems Research

Abstract

This study develops a conceptual framework distinguishing two mechanisms of workflow automation: mechanization and orchestration. Mechanization automates discrete, self-contained, repeatable tasks through standardized execution to enhance consistency, reliability, and efficiency, while orchestration automates the communication between tasks, workers, and stages, which facilitates information flow and coordination. We theorize that these mechanisms differentially affect incremental versus substantive innovation. Using a multimethod approach integrating machine learning and econometrics, we analyze the effects of workflow automation in open-source software development, demonstrating that mechanization accelerates maintenance-oriented exploitative innovation, whereas orchestration accelerates development-oriented explorative innovation. This mechanization-orchestration distinction extends beyond software contexts. For practitioners, aligning automation strategies with innovation goals is essential: deploy mechanization to enhance operational efficiency and support incremental improvements in stable environments; and implement orchestration to enable adaptive coordination in exploratory, high-velocity development requiring creativity and flexibility. For policymakers, understanding this distinction informs workforce development and technology adoption policies, as automation reshapes work by shifting human contribution from routine execution toward coordinated problem solving and strategic decision making.

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Crossref · 10.1287/isre.2024.1551

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Authors
Huang, A., Huang, N., & Hong, Y.
Affiliations
University of Miami (US)
Corresponding author
Huang, Ni
Venue
Information Systems Research
Published
2026-09
Volume
37
Issue
3
Pages
1643-1662
ISSN
  • 1047-7047 (ISSN-L)
  • 1526-5536
OpenAlex
W7122787564
Cited by
2
References
10
Citations by year
2026: 2
FWCI
9.53
Type
journal article
Language
en
Open access
Locations
  • Information Systems Research (publishedVersion)
  • SSRN Electronic Journal (acceptedVersion)
Topics
  • Physical Sciences › Computer Science › Computer Science Applications › Open Source Software Innovations
  • Physical Sciences › Computer Science › Information Systems › Software Engineering Techniques and Practices
  • Physical Sciences › Computer Science › Information Systems › Software Engineering Research
Keywords
workflow automation, mechanization, orchestration, open source software development, incremental innovation, substantive innovation, exploitative innovation, exploratory innovation, software maintenance, task coordination

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