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To Fill a Hollow Core: Roles of Firm Knowledge When Outsourcing Core Component During Technological Change
IF 6.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2025-02-17 DOI: 10.1002/joom.1349
Woo-Yong Park, Faisal Khurshid, Chanchai Tangpong

The innovation literature has been marked by contrarian views regarding the roles of firms' knowledge accumulation with regards to outsourced core components. To reconcile these views, we draw on the behavioral theory of the firm and the technological evolution literature in hypothesizing firms' local search as a mechanism by which firms' accumulated knowledge affects their product performance. Firms' in-house knowledge can expose them to an accumulated knowledge trap, as firms' accumulated knowledge tends to escalate their local search for a solution to a new technological challenge, but the impact of the local search on performance is unlikely to be materialized. We maintain that firms' accumulated knowledge can make them more prone to the accumulated knowledge trap before rather than after the dominant technology has emerged. We further hypothesize that prior exploratory experiences and suppliers' outsourced component knowledge can reduce firms' susceptibility to such a knowledge trap before the dominant technology emergence, but their moderating roles fade away after the dominant technology emergence. Data from the U.S. Hybrid Electric Vehicle drivetrain market support our hypotheses. Our findings enrich the current literatures on the behavioral theory of the firm and technological evolution while reconciling the contrarian views in the innovation literature.

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引用次数: 0
Correction to “An Investigation of Corporate Social Responsibility Conformity: The Roles of Network Prominence and Supply Chain Partners”
IF 6.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2025-01-23 DOI: 10.1002/joom.1350

E. C. Falcone and J. W. Ridge, “An Investigation of Corporate Social Responsibility Conformity: The Roles of Network Prominence and Supply Chain Partners,” Journal of Operations Management 70, no. 4 (2024): 600–629.

In the second paragraph on page 616, the text “The results are consistent with H3 as the coefficient of the interaction term Network prominence 2 * SC industry CSR congruence shows a positive and significant effect (β = 0.313; p < 0.01).” This is incorrect. The β = 0.313 should be β = 0.640.

We apologize for these errors.

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引用次数: 0
Meaningful Theoretical Pathways for Research Contributions
IF 6.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2025-01-22 DOI: 10.1002/joom.1348
Elliot Bendoly, Rogelio Oliva
<p>Across fields of scholarship, ever since scholarship has existed, there have been numerous discussions opining on what theory is, why it is useful and how best to craft theoretical arguments and frameworks. Every few years, a new discussion particularly relevant to a domain of study emerges. Often the intention of such discussions is to reiterate critical points made in the past as still applicable. In other instances, the discussions attempt to recast and reshape perspectives on theory. Both reiteration and alternate perspectives can prove valuable, as new scholars enter the field and as priorities for journals, editors and review teams evolve.</p><p>These points are also of interest to contemporary discussions at the <i>Journal of Operations Management (JOM)</i>. As an outlet long regarded for impactful empirical work in the field, we have long been interested in the appropriate use of theory and have also had a long history of intervening in our field to re-emphasize the ‘what’, ‘why’ and ‘how’ of meaningful theoretical structures and argumentation. As editors of the journal, we believe it is valuable to reiterate what is well-accepted regarding the role and nature of effective theory in research, whether we are discussing grand theories, theoretical frameworks, mid-range theory or theoretical arguments for specific mechanisms. However, we also strongly believe that it is critically valuable to outline how theoretical contributions may differ, while still offering considerable value to a research effort and the field.</p><p>What is core to the substantive nature of theoretical contributions, of course, must be driven by priorities regarding its role; just as the selection of empirical methods must be driven by the claims emerging from theoretical arguments (even nascent ones), and insights for future scholars driven by observation and analysis. By outlining contemporary priorities that define meaningful theory we are in a far better position to simultaneously expand perspectives on how theoretical contributions can be made, as well as challenge or dispel some often difficult-to-justify criticisms that scholars (authors, reviewers and editors) confront regarding what is ‘good’ theory.</p><p>According to Fried (<span>2020</span>), this “statistical equivalency” is one of the fundamental reasons that we cannot escape the need for well-reasoned theoretical arguments, designed to help us make sense of highly complex settings, in which a wealth of observed signals is accompanied by a wealth of unobserved signals. It is exactly when phenomena are <i>not</i> straightforward and mechanisms are <i>not</i> obvious, where sensemaking, and associated deliberate research inquiry, is critical.</p><p>In the same vein, a ‘complete theory’, akin to a physical law, doesn't present much of a motivator for research—if there is no uncertainty regarding cause and effect, there is little reason to expect that an inquiry into such phenomena would be of interest to
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引用次数: 0
When Complexity Meets Complexity: COVID-19-Induced Supply Chain Disruptions and Strategy Portfolio Efficiency
IF 6.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-12-29 DOI: 10.1002/joom.1347
Hakan Yildiz, Tingting Yan, Marc Hatton, John Fowler, Thomas J. Kull, Lori Sisk

Due to the COVID-19 pandemic, global supply chains have experienced sustained impacts from unprecedented complex disruptions in different combinations and at different times. From an efficiency perspective, do these complex supply chain disruptions call for more complex risk management strategies? To answer this, we built an empirically grounded discrete event simulation model, the results of which were analyzed using data envelopment analysis. Results show that with unprecedented complex disruption patterns, a multi-strategy portfolio approach is usually less efficient than a single-strategy or a do-nothing approach unless the strategy portfolio has certain characteristics. The most efficient strategy portfolios typically consist of a moderate number of diverse strategies. Too many strategies in a portfolio can be problematic, leading to increased costs that outpace improvement in revenue and service level. Results illustrate that even a strategy that generally performs poorly can be part of a very good strategy portfolio and vice versa. This study provides nuanced and novel findings that contribute to the resolution of the literature debate about the value of multi-strategy portfolios in addressing complex disruption patterns. Highlighting the value of a strategy portfolio view, these insights help firms better prepare for the next complex and sustained global supply chain disruptions.

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引用次数: 0
Innovation intermediation in supply networks: Addressing shortfalls in buyer and supplier capabilities for collaborative innovation
IF 6.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-12-19 DOI: 10.1002/joom.1345
Kostas Selviaridis, Martin Spring

We investigate how innovation intermediaries address shortfalls in the capabilities that buyers and suppliers must have to access each other's knowledge for innovation purposes, also referred to as indirect capabilities. Prior research on supplier-enabled innovation has identified various capabilities that buyers need in order to collaborate with innovative suppliers. It recognizes that suppliers also require capabilities to access buyer knowledge. However, we still know little about the role of innovation intermediaries—actors who are neither buyers nor suppliers, but still influence innovation processes and outcomes in supply networks. Our case-based research shows that intermediaries create workspaces for R&D and experimentation, help to refine definitions of requirements and de-risk novel solutions, support contracting, and facilitate solution implementation. We contribute to research on supplier innovation by developing a model of intermediaries' activities and underlying capabilities, and their impact on innovation sourcing outcomes. We elaborate the indirect capabilities theoretical perspective by introducing additional types of indirect capabilities for collaborative innovation in supply chains, and showing how these capabilities interrelate. We furthermore extend the literature on innovation intermediaries by elucidating hitherto unexplored capabilities for intermediation and adding insights regarding the contribution of intermediaries to open innovation processes.

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引用次数: 0
The point of no return? Restrictive changes to lenient return policies and consumer reactions to them
IF 6.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-12-15 DOI: 10.1002/joom.1346
Huseyn Abdulla, Michael Ketzenberg, James D. Abbey, Gregory R. Heim

Retailers face a challenging trade-off in maintaining versus restricting long-established lenient return policies. On the one hand, lenient return policies have become an important part of retailers' value propositions and play a significant role in stimulating consumer purchases. On the other hand, lenient return policies increase the volume of product returns, which hurts profitability. Motivated by observing an increase in restrictive changes to long-established lenient return policies, we investigate consumer reactions to such changes and their managerial implications. Through a series of experiments with diverse consumer samples, we find that restrictive changes, such as shortening return time windows or introducing restocking fees, decrease consumer trust in retailers and lead to lowered purchase, positive word-of-mouth, and loyalty intentions. We also find that providing managerial transparency, in the form of communicating the rationale for restrictive changes, can attenuate the negative consumer reactions to such changes. Moreover, rationales that emphasize the cost of handling returns versus blaming opportunistic and abusive returners are similarly effective. Our findings contribute to the growing academic literature on consumer return policy design and provide actionable insights to retail managers.

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引用次数: 0
Possibility theory: A foundation for theoretical and empirical explorations of uncertainty 可能性理论:对不确定性进行理论和实证探索的基础
IF 6.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-12-10 DOI: 10.1002/joom.1341
Frits K. Pil, Stephen M. Disney, Jan Holmström, Benn Lawson, Christopher Tang
<p>The field of operations and supply chain management (OSCM) has a long history of identifying and engaging with risk and uncertainty in operational practices.<sup>1</sup> We provide a brief review of uncertainty in the OSCM domain, alongside an overview of our special issue (SI) call and accepted manuscripts. This serves as a starting point for the introduction of a new theoretical framework that reframes uncertainty as unresolved states of <i>possibility</i>. In this framework, the term <i>possibility</i> can refer to a broad array of OSCM actions and solutions including the novel application of existing approaches or technology as well as completely novel practices that enhance organizational outcomes. We illustrate the path-dependent evolution in these possibilities, alongside the limitations and opportunities imposed on the set of available possibilities resulting from concurrent evolution in the broader socio-technical system. We present the benefits of deploying a broader array of methodologies in the empirical study of what is, and is not, possible at discrete points in time, as well as the dual process of constraint and expansion in possibilities over time. The resulting empirical efforts to understand possibilities in turn enable novel theory development, elaboration of existing OSCM theory, and opportunities for bridging to other disciplines.</p><p>Much of the OSCM literature views uncertainty through the lens of risk (real and probabilistic, or perceived). Other areas of management examine uncertainty from the perspective of available solutions and possible alternatives, as well as <i>opportunity by design</i> (e.g. in entrepreneurial ventures, strategic decision making, and policy), see Alvarez and Barney (<span>2007</span>), Dimov (<span>2016</span>), and McBride and Wuebker (<span>2022</span>). This latter framing shifts uncertainty away from a troublesome factor to be mitigated and towards a source of potential value creation and progress. We conceptualize economic activity and operations as part of a larger, nearly decomposable, evolving structure (Simon, <span>1962</span>, <span>2002</span>). This offers the opportunity to redirect OSCM uncertainty research towards a deeper reflection on what actions and solutions are <i>possible</i> or <i>impossible</i> in an evolving socio-technical system—a system in which OSCM is deeply embedded (Arthur, <span>2009</span>; Simon, <span>2002</span>). Artificial systems evolve not just through competition and selection but also through purposeful cultivation and design (Simon, <span>1996</span>). Thus, with technology in the socio-economic context of a complex system, OSCM is part of this larger autopoietic<sup>3</sup> system—continuously regenerating itself, from itself (Holland, <span>1995</span>). This centres our attention on the temporal aspect of our work. Specifically, it requires a consideration of how the world is, how it can and cannot be in the future, alongside how it could have b
运营和供应链管理(OSCM)领域在识别和处理运营实践中的风险和不确定性方面有着悠久的历史我们简要回顾了OSCM领域的不确定性,同时概述了我们的特刊(SI)呼吁和接受的手稿。这是引入一个新的理论框架的起点,该框架将不确定性重新定义为未解决的可能性状态。在这个框架中,“可能性”一词可以指一系列广泛的OSCM行动和解决方案,包括对现有方法或技术的新颖应用,以及增强组织成果的全新实践。我们在这些可能性中说明了路径依赖的进化,以及在更广泛的社会技术系统中并发进化对可用可能性集施加的限制和机会。我们展示了在离散时间点上可能和不可能的实证研究中部署更广泛的方法的好处,以及随时间推移可能性的约束和扩展的双重过程。由此产生的理解可能性的经验努力反过来使新的理论发展,现有的OSCM理论的细化,以及与其他学科的桥梁的机会。许多OSCM文献通过风险(真实的和概率的,或感知的)的视角来看待不确定性。其他管理领域从可用的解决方案和可能的替代方案以及设计的机会(例如在创业企业,战略决策和政策中)的角度审视不确定性,参见Alvarez和Barney (2007), Dimov(2016)和McBride和Wuebker(2022)。后一种框架将不确定性从需要减轻的麻烦因素转移到潜在价值创造和进步的来源。我们将经济活动和运营概念化为一个更大的、几乎可分解的、不断发展的结构的一部分(Simon, 1962, 2002)。这提供了一个机会,将OSCM不确定性研究转向更深层次的反思,即在一个不断发展的社会技术系统中,哪些行动和解决方案是可能的,哪些是不可能的——在这个系统中,OSCM被深深嵌入(Arthur, 2009;西蒙,2002)。人工系统的进化不仅通过竞争和选择,而且通过有目的的培育和设计(Simon, 1996)。因此,在复杂系统的社会经济背景下的技术,OSCM是这个更大的自创生系统的一部分——不断地自我再生(Holland, 1995)。这使我们的注意力集中在我们工作的时间方面。具体来说,它需要考虑世界是怎样的,未来会怎样,不可能怎样,以及过去会怎样(欣蒂卡&amp;Hintikka, 1989;冯·赖特,1951)。如前所述,可能性可能涉及广泛的OSCM行动和解决方案。它们包括新的技术、实践和程序,以及对现有做事方式的重新设想的应用。可能性包括技术的部署(例如人工智能、无人机、虚拟现实)、管理政策和实践的变化(例如TQM)、运营流程基础设施(例如数字供应链)、呈现新工作方式的战略(平台、共享经济)以及算法的应用(预测机制、补货政策、供应商管理库存- vmi)。如果这个概念看起来很宽泛,那是因为它确实是。机会不仅在于确定解决方案,还在于随着时间的推移,可能性集如何扩大或受到限制。视角,如约束理论(Goldratt &amp;Cox, 1984)提供逻辑驱动的思维过程和解决问题的工具,也可以支持发现和绘制更广泛的可能的操作场景(例如Groop等人,2017;Öhman et al., 2021)。然而,为一个动态发展的社会技术系统制定方案是具有挑战性的。尽管我们对技术进化的本质有一个大致的了解(Arthur, 2009),但我们缺乏描述和调查它的方法。工业4.0说明了在OSCM环境下方法论上的挑战。尽管有大量的研究努力来理解技术在制造业中展开的机会,但文献缺乏对可能的操作和机会如何随时间变化的详细研究。虽然研究人员没有完全了解该领域,但我们认为其中一个挑战是我们对推论统计和理论检验的偏好。这些工具的回顾焦点意味着它们对于发展我们对新兴实践领域的经验和理论理解并不理想。 表1简要概述了随着研究重点从(a)对开放系统中可知和不可知事件的缓解和响应转向(b)对限制和扩大我们操作实践可能性集的因素的理解,研究前景如何发生变化。这种新视角包括开发框架,以理解企业可以选择的可能性集如何产生(演变),并可能在更有限(和可知)的社会技术系统中积极丰富或增强。将可能和不可行的可能性纳入我们的研究工作,以及社会技术系统施加的进化限制和机会,为开发理解不确定性的新理论镜头提供了重要机会。它也为丰富我们所借鉴的方法论提供了一条宝贵的途径。我们关于如何从可能性的有利位置处理不确定性的建议如图1所示。在可能性和未实现可能性的框架内,不确定性表现为在已实现/未实现可能性和可用/受限可能性之间的未解决状态。从左到右看,该框架类似于技术漏斗,具有比实际实现的可能性更多的可行可能性。不确定性涉及什么是可行的新组合,以及可能性的出现或消除。这是一种具有实践和理论意义的不确定性:企业如何识别和制定理想的可能性,并避免不理想的可能性?从右到左,新技术和实践的出现扩大了可能性。此外,时间本身扩大了组织可用的可能性集。例如,随着一个人的时间范围延伸到未来,管理意外需求的可能性就会增加(例如,通过需要一些时间来建立的库存缓冲或库存)。同样,时间可能导致出现新的和不可预见的可能性,它可能导致出现使可能性得以实现的有利因素。例如,VMI被概念化为一种通过赋予供应商补货责任来为其提供生产和交付灵活性的手段,这种做法在20世纪80年代被公司采用几十年前(迪士尼&amp;Towill, 2003;麦基,1958)。使它真正可行的技术变革需要时间来实现。由于路径依赖,从右到左也会出现限制。例如,VMI被基于预测的补充解决方案所取代。然而,退出VMI意味着供应商失去了供应交付的灵活性和对客户需求的实时可视性,从而限制了他们可用的可能性。实现的可能性和未实现的可能性都可以通过增加和减少可用的可能性和可行的可能性来驱动进化变化。因此,我们的框架将可能性描述为一种进化过程,将不确定性描述为一种未解决的可能性。在任何时间点,总是有比实际实现更多的可行和可用的可能性。不确定性体现在可能性的本质上(例如,未来可行/不可行,当前可用/受限,以及先前实现/未实现)。当我们无法从先验知识中确定可能性序列的下一个状态时,就会出现不确定性。不确定性的原因因可能性的类型而异。例如,它可能是未实现的先前可能性的延迟影响,或者是对可能使未来可能性不可行的广泛因素的不完全了解。调查和解决这些差异需要部署适当的方法和研究设计。我们的理论框架也可以区分可能与不可能。注意,这个数字不包括确定的东西。例如,物理定律肯定地规定过去不能改变,许多可以说的事情是不可能的当然,由于自然的认知限制,管理人员和工人可能会对什么是可能的,什么是不可能的持相反的看法,但这是OSCM研究人员和实践者的一个单独的(尽管是关键的)讨论。进一步考虑我们前面管理意外需求和库存缓冲的可能解决方案的示例。如果上游供应商没有在较早的时间点为制造提供资源,就没有缓冲库存可以在紧急情况下减少,因此将库存作为一种可能的解决方案(Durach et al., 2024)。实现的可能性同样会产生新的可能性。例如,Dube等人。 (2024)展示了为一种环境开发的操作实践和系统如何使组织有可能重新利用这些系统来响应意想不到的环境背景。同样,随着外部技术转变的发生,以前不可行的可能性可能在以后变得可行,从而扩大了可能解决方案的范围。例如,尽管对VMI的兴趣已经减弱,但监测和诊断方面的改进使得供应商管理的基于状态的备件更换解决方案成为可能
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引用次数: 0
Examining the role of single versus dual decision-making approach for patient care: Evidence from cardiology patients
IF 6.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-11-17 DOI: 10.1002/joom.1340
Deepa Goradia, Aravind Chandrasekaran

Research in healthcare suggests that repeated interaction between a provider and a patient can support better decision-making, resulting in improved efficiencies. To date, these repeated interactions enabling continuity of care have not been studied in hospital inpatient settings. During a hospital stay, decisions related to patient treatment are usually made by two key decision-makers: the attending physician (AP) and the operating physician (OP). Under the single decision-making approach (S-DMA), the AP and OP are the same; in contrast, under the dual decision-making approach (D-DMA), the AP and OP are different. In recent years, there has been an increasing trend toward the use of D-DMA over S-DMA across U.S. hospitals owing to scheduling conflicts. Although research outside healthcare operations management has argued for benefits from both approaches, their impacts on a patient's hospital stay are unclear. In this study, we address this gap by investigating the effects of S-DMA and D-DMA on patient care outcomes in terms of patient length of stay (LOS), treatment cost, and mortality. Data for our study come from the state of Florida and involve 520,554 cardiology patients treated by 9483 APs and 18,398 OPs at 241 hospitals between 2014 and 2016. We account for both patient and physician selection issues when choosing a particular decision-making strategy. Our results suggest that, on average, using S-DMA is associated with reduced patient LOS and treatment cost but has no effect on mortality. We also find that S-DMA is more beneficial for patients with low comorbidity and low process uncertainty, whereas D-DMA is more beneficial for patients with high comorbidity and high process uncertainty. Our results are robust to alternative explanations. We demonstrate that a single decision-maker offers benefits in the context of healthcare delivery, but dual decision-makers may yield benefits when caring for patients with high comorbidity and high process complexity. We discuss the implications of these findings for appropriately deploying S-DMA and D-DMA in inpatient services.

医疗保健领域的研究表明,医疗服务提供者与患者之间的重复互动有助于做出更好的决策,从而提高效率。迄今为止,还没有人在医院住院环境中研究过这些可实现连续性护理的重复互动。在住院期间,与病人治疗相关的决策通常由两个关键决策者做出:主治医生(AP)和手术医生(OP)。在单一决策法(S-DMA)下,主治医生和手术医生是相同的;相反,在双重决策法(D-DMA)下,主治医生和手术医生是不同的。近年来,由于排班冲突,美国医院越来越倾向于使用 D-DMA 而不是 S-DMA。尽管医疗运营管理之外的研究认为这两种方法都有好处,但它们对患者住院时间的影响尚不明确。在本研究中,我们通过调查 S-DMA 和 D-DMA 在患者住院时间(LOS)、治疗成本和死亡率方面对患者护理结果的影响来填补这一空白。我们的研究数据来自佛罗里达州,涉及 2014 年至 2016 年间 241 家医院的 9483 名 AP 和 18398 名 OP 治疗的 520554 名心脏病患者。在选择特定决策策略时,我们考虑了患者和医生的选择问题。我们的结果表明,平均而言,使用 S-DMA 可缩短患者的住院时间并降低治疗成本,但对死亡率没有影响。我们还发现,S-DMA 对低并发症和低过程不确定性的患者更有利,而 D-DMA 对高并发症和高过程不确定性的患者更有利。我们的结果经得起其他解释的检验。我们证明,在医疗保健服务中,单一决策者能带来益处,但在护理高并发症和高流程复杂性患者时,双决策者可能会带来益处。我们讨论了这些发现对在住院服务中适当部署 S-DMA 和 D-DMA 的影响。
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引用次数: 0
When does it pay to be green? The strategic benefits of adoption speed 什么时候需要绿色环保?采用速度的战略效益
IF 6.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-10-29 DOI: 10.1002/joom.1337
Hung-Chung Su, Wayne Fu, Kevin Linderman

Does the speed of adopting environmental practices impact financial benefits? The strategy literature discusses the contingencies under which firms can gain an early-mover advantage or a late-mover advantage. This research examines the effect of adoption speed on two types of environmental practices: environmental innovation practices (EIP) and environmental management practices (EMP). The results show that early adoption of EIP increases competitive advantage when firms face intense competition. In comparison, we show that early adoption of EMP increases competitive advantage when firms face extremely low competition or have moderate to high levels of slack resources. The study contributes to the literature by revealing the nuances, contingencies, and boundary conditions of when it pays to be green. Prior research shows mixed results when studying firms' decisions to implement environmental practices, which implies that it may not pay to be green. This study shows that firms can get an early mover advantage from environmental practices, but it depends on the type of environmental practices, the firm's internal slack resources, and the firm's external competitive environment.

采用环保措施的速度是否会影响经济效益?战略文献讨论了企业在哪些情况下可以获得先行者优势或后来者优势。本研究探讨了采用速度对两类环境实践的影响:环境创新实践(EIP)和环境管理实践(EMP)。结果表明,当企业面临激烈竞争时,尽早采用环境创新实践会增加竞争优势。相比之下,我们发现,当企业面临极度激烈的竞争或拥有中高水平的闲置资源时,尽早采用 EMP 会增加竞争优势。本研究揭示了绿色经济的细微差别、偶然性和边界条件,为相关文献做出了贡献。以往的研究表明,企业实施环保措施的决策结果好坏参半,这意味着企业可能不会为环保买单。本研究表明,企业可以从环保实践中获得先发优势,但这取决于环保实践的类型、企业的内部闲置资源以及企业的外部竞争环境。
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引用次数: 0
Registered reports review for field experiments 实地实验注册报告审查
IF 6.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-10-15 DOI: 10.1002/joom.1336
Huseyn Abdulla, Rafael Escamilla, Rogelio Oliva
<p>In this editorial, we build upon the increased attention of the operations management (OM) community toward field experiments and the recent publication of the Pre-Approved Research Designs Special Issue that provided an initial test of Registered Reports as a novel review process for field experiments in OM. Addressing lingering concerns voiced by the editorial team and learning from the experiences of journals from other disciplines that implemented Registered Reports, we introduce a new initiative and outline a new review process in the <i>Journal of Operations Management</i> (<span></span><math> <mrow> <mi>JOM</mi> </mrow></math>) to motivate theory-focused field experiments in OM.</p><p>Empirical research in OM strives to uphold two key virtues: providing managerially relevant insights and making meaningful theoretical contributions. Field experiments<sup>1</sup>—testing treatments in controlled digital and physical field settings—tend to possess the managerial relevance virtue because of their strong engagement with key stakeholders and the practical problems that they face. By contrast, the theoretical contributions of a field experiment depend on the extent to which its insights enrich our causal understanding of real-world phenomena. Critically, the degree to which scientific research based on field experiments in OM can be distinguished from consulting engagements and industrial experiments depends on the extent of its contributions to theory. Indeed, there are many different ways of contributing and forms of contribution to OM theory; however, they all serve a common purpose: to build a <i>causal</i> understanding of relevant OM phenomena. Field experiments can most decisively establish this causal understanding in the complexity of real-world operations (Ibanez & Staats, <span>2019</span>). Thus, OM research that tests <i>theoretically</i> motivated treatments in field settings and provides sufficiently deep causal explanations for the observed effects, while also opening a door for future inquiry, possesses both virtues of empirical research. Consequently, we believe that the field of OM can benefit significantly from such research.</p><p>Despite the fact that empirical research employing field experiments as the main methodological approach is on the rise in OM, it has traditionally lagged other disciplines such as economics, marketing, and information systems (Gao et al., <span>2023</span>). For example, Simester (<span>2017</span>) reports that 37 field experiments were published in the top five marketing journals between 2010 and 2014, a period in which OM published a total of five field experiments in its top five journals (Gao et al., <span>2023</span>). Between 2005 and 2021, only 31 research articles with field experiments were published in three top-tier OM journals: <i>JOM</i>, <i>Manufacturing & Service Operations Management</i> (<i>MSOM</i>), and <i>Production and
在这篇社论中,我们以运营管理(OM)界对现场实验的日益关注以及最近出版的 "预批准研究设计特刊"(Pre-Approved Research Designs Special Issue)为基础,该特刊对注册报告(Registered Reports)作为运营管理领域现场实验的新型审稿流程进行了初步测试。为了解决编辑团队提出的遗留问题,并借鉴其他学科期刊实施注册报告的经验,我们在《运营管理杂志》(JOM)上推出了一项新举措,并概述了新的审稿流程,以激励运营管理领域以理论为重点的现场实验。运营管理领域的实证研究努力坚持两个关键优点:提供与管理相关的见解,并做出有意义的理论贡献。现场实验1 - 在受控的数字和物理现场环境中测试处理方法 - 往往具有与管理相关的优点,因为它们与主要利益相关者及其面临的实际问题密切相关。相比之下,实地实验的理论贡献取决于其见解在多大程度上丰富了我们对现实世界现象的因果理解。至关重要的是,基于 OM 实地实验的科学研究能在多大程度上区别于咨询参与和工业实验,取决于其对理论的贡献程度。事实上,有许多不同的方法和形式可以为 OM 理论做出贡献;但是,它们都有一个共同的目的:建立对相关 OM 现象的因果理解。实地实验可以在现实世界的复杂运作中最果断地建立这种因果理解(Ibanez &amp; Staats, 2019)。因此,在实地环境中测试理论上的处理方法,并为观察到的效果提供足够深入的因果解释,同时也为未来的探索打开一扇门的 OM 研究,同时具备实证研究的两种优点。尽管采用现场实验作为主要方法论的实证研究在人力资源管理领域呈上升趋势,但它在传统上一直落后于经济学、市场营销和信息系统等其他学科(Gao 等,2023 年)。例如,Simester(2017)报告称,2010 年至 2014 年间,前五大市场营销期刊共发表了 37 篇现场实验论文,而在此期间,OM 在其前五大期刊中共发表了 5 篇现场实验论文(Gao 等人,2023 年)。2005 年至 2021 年间,OM 三大顶级期刊仅发表了 31 篇带有现场实验的研究文章:JOM, Manufacturing &amp; Service Operations Management (MSOM) 和 Production and Operations Management (POM)。这些文章探讨了与运营有关的有趣研究问题,测试了管理处理对运营结果的因果影响,并就如何改进运营流程提出了见解。然而,这些论文中很少有论文是出于理论考虑而发表的,运营管理文献中此类现场实验相对较少,这表明人们错失了利用现场实验做出理论贡献的机会。事实上,在进行现场实验时,OM 现场实验中的处理方法有可能主要以解决问题为导向,缺乏理论建设、阐述或检验重点(Fisher &amp; Aguinis, 2017)。从我们自身的经验来看,当研究伙伴已经有了实施特定疗法以改善组织成果的意图,而研究人员又以严格的方式为测试该疗法做出了贡献时,实地实验合作就更有可能得到实施。这并不是说,测试以解决问题为重点而设计的干预措施就不能带来重要的理论贡献。这种情况在以干预为基础的研究中很常见,研究者在其中扮演了支持变革努力的积极角色(Chandrasekaran 等人,2023 年;Oliva,2019 年)。然而,我们认为,如果在基于实地实验的研究中将解决问题作为优先重点,那么在事前很少考虑重点处理方法的理论背景和意义、其因果影响以及潜在边界条件的情况下,理论贡献可能会不足。此外,现场实验作为一种研究设计,牺牲了背景的普遍性,以便在研究感兴趣的现象时获得更大的现实性(McGrath,1981 年)。
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引用次数: 0
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Journal of Operations Management
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