Operational challenges arising from public utility obstacles are widespread globally, leading to production disruptions, decreased sales, and escalated logistics costs, ultimately contributing to a decline in firm labor productivity growth. Despite the criticality of this issue, there is a scarcity of studies in the field of operations management that investigate factors capable of mitigating these adverse impacts. Taking power outages and transportation obstacles as pivotal examples, our study aims to examine whether national culture can moderate the impact of public utility obstacles on firm labor productivity growth. To achieve this objective, we conduct an empirical analysis using a multi-country dataset from the World Bank Enterprises Survey, which covers detailed firm-level information across 28 industries in 41 countries, with a total of 17,227 firm-year observations. Our findings indicate that the detrimental effects of power outages and transportation obstacles on firm labor productivity growth are contingent on various dimensions of national culture. Specifically, cultural power distance and uncertainty avoidance would amplify the negative impact of power outages, whereas long-term orientation would alleviate this impact. Meanwhile, individualism and masculinity can help mitigate the adverse effects of transportation obstacles. Our results provide valuable insights for managers.
{"title":"Public utility obstacles and labor productivity growth: The moderating effect of national culture","authors":"Shenyang Jiang, Huan He, Xiaowei Liu, Baofeng Huo","doi":"10.1002/joom.1329","DOIUrl":"https://doi.org/10.1002/joom.1329","url":null,"abstract":"<p>Operational challenges arising from public utility obstacles are widespread globally, leading to production disruptions, decreased sales, and escalated logistics costs, ultimately contributing to a decline in firm labor productivity growth. Despite the criticality of this issue, there is a scarcity of studies in the field of operations management that investigate factors capable of mitigating these adverse impacts. Taking power outages and transportation obstacles as pivotal examples, our study aims to examine whether national culture can moderate the impact of public utility obstacles on firm labor productivity growth. To achieve this objective, we conduct an empirical analysis using a multi-country dataset from the World Bank Enterprises Survey, which covers detailed firm-level information across 28 industries in 41 countries, with a total of 17,227 firm-year observations. Our findings indicate that the detrimental effects of power outages and transportation obstacles on firm labor productivity growth are contingent on various dimensions of national culture. Specifically, cultural power distance and uncertainty avoidance would amplify the negative impact of power outages, whereas long-term orientation would alleviate this impact. Meanwhile, individualism and masculinity can help mitigate the adverse effects of transportation obstacles. Our results provide valuable insights for managers.</p>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"70 6","pages":"904-932"},"PeriodicalIF":6.5,"publicationDate":"2024-08-16","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"142158620","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Henk Akkermans, Wendy van der Valk, Luk N. Van Wassenhove, Finn Wynstra
<p>Without well-functioning public utilities, our society breaks down. They are the organizations that facilitate or provide infrastructure-based services, such as basic amenities (power, water, and sanitation), public transportation, and communication. They are either state-owned or at least tightly regulated, due to their natural monopoly character: there are substantial economies of scale and large capital requirements involved, and given their typical network-based operations, having multiple parallel systems is inefficient (McNabb, <span>2016</span>). Managing the operations of public utilities is vital for safe, reliable, affordable, and sustainable functioning of the physical assets, the infrastructure, through which key services are provided (De Bruijn & Dicke, <span>2006</span>; Wilkeshuis, <span>2010</span>) and, thus, for the security, economic prosperity, and social well-being of all citizens (Rinaldi et al., <span>2001</span>). Furthermore, effective management of public utilities is—either directly or indirectly—imperative for meeting the United Nations' Sustainable Development Goals. Consider, for example, the centrality of water and energy networks for access to clean water (SDG 6) and energy (SDG 7) as well as for good health and well-being (SDG 3) and sustainable cities and communities (SDG 11). In light of the efforts to transition to a socially just and sustainable society, one would expect the operations of utilities to feature prominently in state-of-the-art operations and supply chain management (OSCM) research. So far, this is only partly the case. For example, Joglekar et al. (<span>2016</span>) found that of all the industry-specific studies in OSCM, only a small proportion covered public utilities, such as the energy sector and transportation. As we will elaborate, review of the literature for the purpose of this special issue still reveals only a limited number of contributions.</p><p>The operational and supply chain aspects of public utilities manifest in different but highly related sets of processes. The first and probably most visible set of processes relates to how the <i>services</i> facilitated by the public utility assets are being designed and delivered. Literature within the operations management and operations research domains has addressed this topic in diverse areas, such as public transport services (Dollevoet et al., <span>2014</span>), drinking water access (Zhai et al., <span>2023</span>), and electric vehicle (EV) charging services (Guillet & Schiffer, <span>2023</span>). The second set of processes pertains to <i>asset operations</i> and the life cycle of the physical assets that the utilities own—that is, how these assets are acquired, operated, maintained, and ultimately disposed or refurbished/recycled. Compared with the literature on service operations for utilities, the literature on asset operations for utilities is rather scant. Such studies of asset management, including utility asset
{"title":"All along the asset life cycle: Research opportunities for operations and supply chain management","authors":"Henk Akkermans, Wendy van der Valk, Luk N. Van Wassenhove, Finn Wynstra","doi":"10.1002/joom.1326","DOIUrl":"10.1002/joom.1326","url":null,"abstract":"<p>Without well-functioning public utilities, our society breaks down. They are the organizations that facilitate or provide infrastructure-based services, such as basic amenities (power, water, and sanitation), public transportation, and communication. They are either state-owned or at least tightly regulated, due to their natural monopoly character: there are substantial economies of scale and large capital requirements involved, and given their typical network-based operations, having multiple parallel systems is inefficient (McNabb, <span>2016</span>). Managing the operations of public utilities is vital for safe, reliable, affordable, and sustainable functioning of the physical assets, the infrastructure, through which key services are provided (De Bruijn & Dicke, <span>2006</span>; Wilkeshuis, <span>2010</span>) and, thus, for the security, economic prosperity, and social well-being of all citizens (Rinaldi et al., <span>2001</span>). Furthermore, effective management of public utilities is—either directly or indirectly—imperative for meeting the United Nations' Sustainable Development Goals. Consider, for example, the centrality of water and energy networks for access to clean water (SDG 6) and energy (SDG 7) as well as for good health and well-being (SDG 3) and sustainable cities and communities (SDG 11). In light of the efforts to transition to a socially just and sustainable society, one would expect the operations of utilities to feature prominently in state-of-the-art operations and supply chain management (OSCM) research. So far, this is only partly the case. For example, Joglekar et al. (<span>2016</span>) found that of all the industry-specific studies in OSCM, only a small proportion covered public utilities, such as the energy sector and transportation. As we will elaborate, review of the literature for the purpose of this special issue still reveals only a limited number of contributions.</p><p>The operational and supply chain aspects of public utilities manifest in different but highly related sets of processes. The first and probably most visible set of processes relates to how the <i>services</i> facilitated by the public utility assets are being designed and delivered. Literature within the operations management and operations research domains has addressed this topic in diverse areas, such as public transport services (Dollevoet et al., <span>2014</span>), drinking water access (Zhai et al., <span>2023</span>), and electric vehicle (EV) charging services (Guillet & Schiffer, <span>2023</span>). The second set of processes pertains to <i>asset operations</i> and the life cycle of the physical assets that the utilities own—that is, how these assets are acquired, operated, maintained, and ultimately disposed or refurbished/recycled. Compared with the literature on service operations for utilities, the literature on asset operations for utilities is rather scant. Such studies of asset management, including utility asset","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"70 6","pages":"864-874"},"PeriodicalIF":6.5,"publicationDate":"2024-08-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1002/joom.1326","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"141882521","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Millions of mom-and-pop nanostores dominate the grocery retail landscape in emerging markets. As nanostores are cash and storage space constrained, their suppliers tend to visit them with a high frequency, causing high operational costs. It is unclear if credit could mitigate such costs by allowing for a lower visit frequency. To investigate this, we conduct a randomized field experiment on nanostores that have not made recent use of supplier credit, with the objective to uncover how trade credits interact with the visit frequency and with the available storage space to shape shopkeepers' ordering behavior. We find that trade credits moderate the positive relationship between visit frequency and bi-weekly order size, with credit effects being salient under low frequency visits. Storage space, by contrast, does not directionally shape shopkeepers' ordering behavior. While trade credits may more than offset the negative effect of low frequency visits among adopting nanostores, credit adoption remains challenging, with only 24% of nanostores assigned to the credit condition actually adopting the credit. Remarkably, not a single credit line was defaulted over the entire duration of the intervention. In terms of assortment, trade credit is mostly used to acquire nanostores' core assortment of popular, low-price items with low physical volume. We contribute to the extant literature by showing that the gesture by the supplier to extend trade credit may only partly legitimize a reduction of the visit frequency.
{"title":"Trade credits and visit frequency: The role of order financing on logistics efficiency in the nanostore setting","authors":"Rafael Escamilla, Jan C. Fransoo, Marcos Mogollon","doi":"10.1002/joom.1323","DOIUrl":"https://doi.org/10.1002/joom.1323","url":null,"abstract":"<p>Millions of mom-and-pop nanostores dominate the grocery retail landscape in emerging markets. As nanostores are cash and storage space constrained, their suppliers tend to visit them with a high frequency, causing high operational costs. It is unclear if credit could mitigate such costs by allowing for a lower visit frequency. To investigate this, we conduct a randomized field experiment on nanostores that have not made recent use of supplier credit, with the objective to uncover how trade credits interact with the visit frequency and with the available storage space to shape shopkeepers' ordering behavior. We find that trade credits moderate the positive relationship between visit frequency and bi-weekly order size, with credit effects being salient under low frequency visits. Storage space, by contrast, does not directionally shape shopkeepers' ordering behavior. While trade credits may more than offset the negative effect of low frequency visits among adopting nanostores, credit adoption remains challenging, with only 24% of nanostores assigned to the credit condition actually adopting the credit. Remarkably, not a single credit line was defaulted over the entire duration of the intervention. In terms of assortment, trade credit is mostly used to acquire nanostores' core assortment of popular, low-price items with low physical volume. We contribute to the extant literature by showing that the gesture by the supplier to extend trade credit may only partly legitimize a reduction of the visit frequency.</p>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"70 5","pages":"733-755"},"PeriodicalIF":6.5,"publicationDate":"2024-07-17","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1002/joom.1323","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"141730085","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
The operations management community has recognized operational excellence as a contemporary arena comprising a full spectrum of research paradigms. However, there is a dearth of theoretical development aimed at understanding and unpacking operational excellence and its strategic implications for competitiveness. Much of the existing research focuses on siloed operational improvement practices rather than on inherent capabilities. In this paper, we conceptualize operational excellence from a capabilities perspective. We derive our findings from within- and cross-case analyses based on data gathered from four global banks with varying competitive positions. We posit the microfoundations of operational excellence in services by demonstrating how the cumulative aggregation of constituent capabilities leads to higher competitiveness in firms. We enhance the external validity of the emergent theory by showing its applicability in another service setting (healthcare). Our study demonstrates the importance of shifting managerial thinking from individual operational improvement practices to long-term capability building through the microfoundations of operational excellence.
{"title":"Explicating the microfoundations of operational excellence in services: A capabilities perspective","authors":"Vijaya Sunder M, Kevin Linderman","doi":"10.1002/joom.1325","DOIUrl":"10.1002/joom.1325","url":null,"abstract":"<p>The operations management community has recognized operational excellence as a contemporary arena comprising a full spectrum of research paradigms. However, there is a dearth of theoretical development aimed at understanding and unpacking operational excellence and its strategic implications for competitiveness. Much of the existing research focuses on siloed operational improvement practices rather than on inherent capabilities. In this paper, we conceptualize operational excellence from a capabilities perspective. We derive our findings from within- and cross-case analyses based on data gathered from four global banks with varying competitive positions. We posit the microfoundations of operational excellence in services by demonstrating how the cumulative aggregation of constituent capabilities leads to higher competitiveness in firms. We enhance the external validity of the emergent theory by showing its applicability in another service setting (healthcare). Our study demonstrates the importance of shifting managerial thinking from individual operational improvement practices to long-term capability building through the microfoundations of operational excellence.</p>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"70 7","pages":"1048-1075"},"PeriodicalIF":6.5,"publicationDate":"2024-07-14","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"141649528","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Aravind Chandrasekaran, Rogelio Oliva, Bradley R. Staats
<p>Field experiments involve the practice of conducting controlled interventions wherein researchers collaborate with practicing managers to study the effects of such interventions on a subset of subjects, processes or entities (Ibañez & Staats, <span>2019</span>). In recent years, Operations Management (OM) as a field has seen significant interest to conducting field experiments as evidenced by studies in healthcare delivery (Anand et al., <span>2021</span>; Staats et al., <span>2017</span>), retail operations (Chuang et al., <span>2016</span>; Craig et al., <span>2016</span>) and recycling (McKie et al., <span>2024</span>). While there are several benefits to conducting field experiment such as improved external validity, reduced observer bias and improved causal inference, field experiments require considerable relational investments, often require substantial time in data collection, and carry significant risks such as loss of access to participant sites through attrition. Given these points, OM researchers often shy away from field experiments as primary research method. By doing so, however, they miss an opportunity to ask and answer bold questions that can challenge existing OM theories and offer richer insights.</p><p>As an illustrative example, consider the age-old question on why operational excellence initiatives (e.g., Lean/Six Sigma, Process Management) fail to sustain themselves over time. There have been many studies exploring the factors that influence the adoption and use of operational excellence in a variety of industry contexts (e.g., Anand et al., <span>2021</span>; Anderson & Chandrasekaran, <span>2024</span>; Shah & Ward, <span>2003</span>; Sterman et al., <span>2002</span>). These studies have capitalized on several research methods including case studies, surveys, analytical models, and econometric methods. Yet, the explanations delivered from these studies leave important questions unanswered. One way to address this gap would involve the use of carefully constructed field experiments, with specific sets of interventions supporting operational excellence initiatives adopted by organizations or their units, with some controls for otherwise confounding factors, and with monitoring in place to observe their impacts over time. Unfortunately, the challenges of recruiting enough firms to secure an adequate sample size, controlling for potential spillover effects and attrition, and ensuring compliance in the experimental protocol, renders a potential research project with lead time that could run into years and with significant risk and uncertainty. Accordingly, given time pressures on faculty publishing, the paucity of such rich studies into these complex settings is far from surprising. Instead, we continue to make incremental knowledge creation through alternative research designs.</p><p>For this special issue, we were particularly motivated by the prospect of supporting authors interested in questions that requi
我们如何解释该实验的无效结果?"和 "对阳性结果是否有其他解释?"这两个问题始终引领着审查小组。评审过程通常会要求研究问题更加具体,对实验或样本随机化进行额外控制,或对样本的功率分析进行估算。当然,这种提问是作者团队应该/可以自己完成的,或者是通过同事的友好审查完成的。不过,我们认为,将实验方案正规化并记录在案,以便于审查和改进,是实验过程中的一个重要环节,也许并不是所有的作者团队都愿意这样做。虽然我们没有证据表明被否决的建议的结果如何,但我们相信,对这些建议提供的反馈意见应该会让作者们暂停下来,重新设计他们的实验处理方法或调整他们研究的预期主张。通过降低无结果的风险和/或提高无结果将被该领域考虑而非忽视的可信度,我们认为预审程序有效地实现了特刊的目的,即鼓励质疑现状理论或提出替代解释的实验。这些结果的风险较低,可信度较高,应能鼓励与企业开展更多合作,并鼓励该领域进一步开展参与性学术研究(van de Ven,2007 年)。从根本上说,PARD 方法帮助作者在相关性和严谨性之间进行了权衡(Keiser & Nicolai, 2005),同时确保审稿人和编辑对这些选择感到满意,从而使稿件不仅能推进我们的理论知识,而且对参与研究的研究机构来说也是有意义的。由于无法轻易地重新进行实地实验,而且没有适当的研究设计会带来很高的风险,因此有理由对提案进行额外的审查。不过,我们确实看到了该领域在推进此类评审时所面临的两个重大挑战。首先,作为编辑,我们对理论内容或贡献稀少的投稿数量感到惊讶。我们可能遇到了一些选择上的偏差,因为特刊的论文征集偏向于野外实验的建议,而野外实验最重要的是能进入研究现场。然而,实验的主要目的是确定某一特定因果机制是否对某一结果负责,即明确检验某一假设。理论的发展或检验应该是进行实验的主要动机,而进入研究场所也是必要的。然而,由于缺乏与理论的明确联系,该特刊一半以上的投稿最终被拒。我们认为,这些 "无理论 "的提案可能是由于我们目前的博士课程侧重于方法培训,而忽视了对海洋管理基本理论或理论发展和测试过程本身的深入理解。作为一个领域,我们应该深入了解拥有不断发展的运营管理理论意味着什么(Spearman & Hopp, 2021),并让社区变得具有理论意识,而不仅仅是精通方法。虽然我们并不认为这是一个严格的要求,但我们意识到,在信任和长期关系的背景下,推迟执行和/或在最初提案后调整研究设计的可能性要容易得多。事实上,由于作者团队无法调整实验环境以解决评审人的顾虑,我们失去了几项提案。这是该领域面临的一个挑战,因为学术界目前的激励机制不一定适合建立这种长期合作关系,也不一定适合那些为发展这种合作关系而投资的人分享使用权。我们认为,降低现场实验的成本和风险的可能性可以改变这种计算方法,并鼓励与产业界加强合作。从过程的角度来看,要成功地维持对实验设计的评审,有几个问题尚未解决。首先,第一阶段审查过程的 "停止规则 "尚不明确。
{"title":"Registered reports in operations management: Lessons from an experimental trial","authors":"Aravind Chandrasekaran, Rogelio Oliva, Bradley R. Staats","doi":"10.1002/joom.1322","DOIUrl":"10.1002/joom.1322","url":null,"abstract":"<p>Field experiments involve the practice of conducting controlled interventions wherein researchers collaborate with practicing managers to study the effects of such interventions on a subset of subjects, processes or entities (Ibañez & Staats, <span>2019</span>). In recent years, Operations Management (OM) as a field has seen significant interest to conducting field experiments as evidenced by studies in healthcare delivery (Anand et al., <span>2021</span>; Staats et al., <span>2017</span>), retail operations (Chuang et al., <span>2016</span>; Craig et al., <span>2016</span>) and recycling (McKie et al., <span>2024</span>). While there are several benefits to conducting field experiment such as improved external validity, reduced observer bias and improved causal inference, field experiments require considerable relational investments, often require substantial time in data collection, and carry significant risks such as loss of access to participant sites through attrition. Given these points, OM researchers often shy away from field experiments as primary research method. By doing so, however, they miss an opportunity to ask and answer bold questions that can challenge existing OM theories and offer richer insights.</p><p>As an illustrative example, consider the age-old question on why operational excellence initiatives (e.g., Lean/Six Sigma, Process Management) fail to sustain themselves over time. There have been many studies exploring the factors that influence the adoption and use of operational excellence in a variety of industry contexts (e.g., Anand et al., <span>2021</span>; Anderson & Chandrasekaran, <span>2024</span>; Shah & Ward, <span>2003</span>; Sterman et al., <span>2002</span>). These studies have capitalized on several research methods including case studies, surveys, analytical models, and econometric methods. Yet, the explanations delivered from these studies leave important questions unanswered. One way to address this gap would involve the use of carefully constructed field experiments, with specific sets of interventions supporting operational excellence initiatives adopted by organizations or their units, with some controls for otherwise confounding factors, and with monitoring in place to observe their impacts over time. Unfortunately, the challenges of recruiting enough firms to secure an adequate sample size, controlling for potential spillover effects and attrition, and ensuring compliance in the experimental protocol, renders a potential research project with lead time that could run into years and with significant risk and uncertainty. Accordingly, given time pressures on faculty publishing, the paucity of such rich studies into these complex settings is far from surprising. Instead, we continue to make incremental knowledge creation through alternative research designs.</p><p>For this special issue, we were particularly motivated by the prospect of supporting authors interested in questions that requi","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"70 5","pages":"678-685"},"PeriodicalIF":6.5,"publicationDate":"2024-07-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1002/joom.1322","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"141529232","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
John Lowrey, Aravind Chandrasekaran, Amy Headings, Ayaz Hyder
Health promotion and disease prevention requires health systems address the patients' social needs using new care delivery models. Yet, research in this area has stalled for several reasons. We study a partnership model of care that couples clinical care delivered by primary care providers and social services delivered by community-based organizations, and its impact on patients' preventive health outcomes and behaviors. We use data from the Mid-Ohio Farmacy, which is a collaboration across the Mid-Ohio Food Collective (MOFC), a network of 650+ affiliated food pantries, and a large federally qualified health center (FQHC). The FQHC offers primary and preventative healthcare services across eight free clinics, which are co-located with the MOFC-affiliated food pantries. Patients were screened for food insecurity during their clinic visit and, if positive, were referred to the Farmacy. Compliers made at least one visit to the food pantry after referral, while noncompliers did not. Using difference-in-differences, we find that compliers had no discernible change in their body mass index (BMI, kg/m2), which we refer to as a BMI stabilization effect. Noncompliers' BMI increased after referral. High comorbid and high pantry use compliers experienced a significant reduction in their BMI and a marginally significant reduction in glycated hemoglobin (HbA1c, %). These patients had unique compliance behaviors, including greater search, frequency, and consistency of food pantry use. Travel costs suggests that high comorbid patients ascribed a greater value to the Farmacy program. In terms of primary care utilization, we find that compliers' clinic visit patterns after referral were consistent with the visit patterns observed in the food secure cohort, suggesting that the Farmacy program may have helped compliers address competing demands that are known to inhibit health behaviors.
{"title":"Toward health promotion and prevention: Evidence from a food and health partnership model of care","authors":"John Lowrey, Aravind Chandrasekaran, Amy Headings, Ayaz Hyder","doi":"10.1002/joom.1321","DOIUrl":"10.1002/joom.1321","url":null,"abstract":"<p>Health promotion and disease prevention requires health systems address the patients' social needs using new care delivery models. Yet, research in this area has stalled for several reasons. We study a partnership model of care that couples clinical care delivered by primary care providers and social services delivered by community-based organizations, and its impact on patients' preventive health outcomes and behaviors. We use data from the Mid-Ohio Farmacy, which is a collaboration across the Mid-Ohio Food Collective (MOFC), a network of 650+ affiliated food pantries, and a large federally qualified health center (FQHC). The FQHC offers primary and preventative healthcare services across eight free clinics, which are co-located with the MOFC-affiliated food pantries. Patients were screened for food insecurity during their clinic visit and, if positive, were referred to the Farmacy. Compliers made at least one visit to the food pantry after referral, while noncompliers did not. Using difference-in-differences, we find that compliers had no discernible change in their body mass index (BMI, kg/m<sup>2</sup>), which we refer to as a BMI stabilization effect. Noncompliers' BMI increased after referral. High comorbid and high pantry use compliers experienced a significant reduction in their BMI and a marginally significant reduction in glycated hemoglobin (HbA1c, %). These patients had unique compliance behaviors, including greater search, frequency, and consistency of food pantry use. Travel costs suggests that high comorbid patients ascribed a greater value to the Farmacy program. In terms of primary care utilization, we find that compliers' clinic visit patterns after referral were consistent with the visit patterns observed in the food secure cohort, suggesting that the Farmacy program may have helped compliers address competing demands that are known to inhibit health behaviors.</p>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"70 6","pages":"1007-1038"},"PeriodicalIF":6.5,"publicationDate":"2024-07-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1002/joom.1321","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"141512342","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Renate Taubeneder, Jens K. Roehrich, Beverly B. Tyler, Brian Squire, Devi R. Gnyawali
Multiparty alliances (MPAs) are increasingly used to deliver large utilities infrastructure projects on-time, on-budget, and to specified quality. In theory, MPAs should help buyers to coordinate suppliers, enable concurrent scheduling, and create process innovations. On the other hand, these governance structures are inherently less stable than dyadic relationships due to their additional complexity and greater opportunities for free riding. We conduct a multi-source, longitudinal study, investigating how a buyer actively manages the dynamics between competition and cooperation during the formation of an MPA consisting of a lead organization and directional relationships between all partners. We contribute to MPA and coopetition literature by exploring cooperation and competition dynamics that are associated with the MPA structure that would largely be absent in dyads, and unpack the process by which a buyer orchestrates these dynamics by sequentially introducing new initiatives that seek to balance coopetition. MPAs have been recommended by governments and industry bodies as one solution for time and cost overruns in the utilities infrastructure sector, our study also provides guidance to buyers on the management of the alliance during the critical formation stage of the relationship lifecycle.
{"title":"Managing coopetition dynamics: A longitudinal study of a multiparty alliance formation in a large utilities project","authors":"Renate Taubeneder, Jens K. Roehrich, Beverly B. Tyler, Brian Squire, Devi R. Gnyawali","doi":"10.1002/joom.1320","DOIUrl":"10.1002/joom.1320","url":null,"abstract":"<p>Multiparty alliances (MPAs) are increasingly used to deliver large utilities infrastructure projects on-time, on-budget, and to specified quality. In theory, MPAs should help buyers to coordinate suppliers, enable concurrent scheduling, and create process innovations. On the other hand, these governance structures are inherently less stable than dyadic relationships due to their additional complexity and greater opportunities for free riding. We conduct a multi-source, longitudinal study, investigating how a buyer actively manages the dynamics between competition and cooperation during the formation of an MPA consisting of a lead organization and directional relationships between all partners. We contribute to MPA and coopetition literature by exploring cooperation and competition dynamics that are associated with the MPA structure that would largely be absent in dyads, and unpack the process by which a buyer orchestrates these dynamics by sequentially introducing new initiatives that seek to balance coopetition. MPAs have been recommended by governments and industry bodies as one solution for time and cost overruns in the utilities infrastructure sector, our study also provides guidance to buyers on the management of the alliance during the critical formation stage of the relationship lifecycle.</p>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"70 6","pages":"875-903"},"PeriodicalIF":6.5,"publicationDate":"2024-06-29","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1002/joom.1320","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"141505390","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Övünç Yılmaz, Yoonseock Son, Guangzhi Shang, Hayri A. Arslan
The majority of recent empirical papers in operations management (OM) employ observational data to investigate the causal effects of a treatment, such as program or policy adoption. However, as observational data lacks the benefit of random treatment assignment, estimating causal effects poses challenges. In the specific scenario where one can reasonably assume that all confounding factors are observed—referred to as selection on observables—matching methods and synthetic controls can assist researchers to replicate a randomized experiment, the most desirable setting for drawing causal inferences. In this paper, we first present an overview of matching methods and their utilization in the OM literature. Subsequently, we establish the framework and provide pragmatic guidance for propensity score matching and coarsened exact matching, which have garnered considerable attention in recent OM studies. Following this, we conduct a comprehensive simulation study that compares diverse matching algorithms across various scenarios, providing practical insights derived from our findings. Finally, we discuss synthetic controls, a method that offers unique advantages over matching techniques in specific scenarios and is expected to become even more popular in the OM field in the near future. We hope that this paper will serve as a catalyst for promoting a more rigorous application of matching and synthetic control methodologies.
最近,运营管理(OM)领域的大多数实证论文都采用了观察数据来研究处理方法(如采用项目或政策)的因果效应。然而,由于观察数据缺乏随机治疗分配的优势,因此对因果效应的估算面临挑战。在可以合理假定所有混杂因素都被观察到的特定情况下,即对可观察因素的选择,匹配方法和合成控制可以帮助研究人员复制随机实验,这是得出因果推论最理想的环境。在本文中,我们首先概述了匹配方法及其在 OM 文献中的应用。随后,我们建立了倾向得分匹配和粗化精确匹配的框架,并为其提供了实用指导,这两种方法在最近的定向测量研究中得到了广泛关注。随后,我们进行了一项全面的模拟研究,比较了各种情况下的不同匹配算法,并从我们的研究结果中提出了实用的见解。最后,我们讨论了合成控制,这种方法在特定情况下比匹配技术具有独特的优势,预计在不久的将来会在 OM 领域变得更加流行。我们希望本文能成为促进更严格地应用匹配和合成控制方法的催化剂。
{"title":"Causal inference under selection on observables in operations management research: Matching methods and synthetic controls","authors":"Övünç Yılmaz, Yoonseock Son, Guangzhi Shang, Hayri A. Arslan","doi":"10.1002/joom.1318","DOIUrl":"10.1002/joom.1318","url":null,"abstract":"<p>The majority of recent empirical papers in operations management (OM) employ observational data to investigate the causal effects of a treatment, such as program or policy adoption. However, as observational data lacks the benefit of random treatment assignment, estimating causal effects poses challenges. In the specific scenario where one can reasonably assume that all confounding factors are observed—referred to as <i>selection on observables</i>—matching methods and synthetic controls can assist researchers to replicate a randomized experiment, the most desirable setting for drawing causal inferences. In this paper, we first present an overview of matching methods and their utilization in the OM literature. Subsequently, we establish the framework and provide pragmatic guidance for <i>propensity score matching</i> and <i>coarsened exact matching</i>, which have garnered considerable attention in recent OM studies. Following this, we conduct a comprehensive simulation study that compares diverse matching algorithms across various scenarios, providing practical insights derived from our findings. Finally, we discuss <i>synthetic controls</i>, a method that offers unique advantages over matching techniques in specific scenarios and is expected to become even more popular in the OM field in the near future. We hope that this paper will serve as a catalyst for promoting a more rigorous application of matching and synthetic control methodologies.</p>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"70 5","pages":"831-859"},"PeriodicalIF":6.5,"publicationDate":"2024-06-19","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"141505357","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Embedded in networks of relationships, firms are who they buy from and sell to. As a result, a firm's corporate social responsibility (CSR) practices can be influenced by CSR practices of its customers and suppliers—known as CSR diffusion. This study examines how CSR diffuses in a supply chain that encompasses a focal firm, its suppliers, and customers. Adopting a relational view, this research hypothesizes that a firm's CSR is influenced by its customer-base CSR differently than its supply-base CSR. By analyzing panel data consisting of 1972 firm-year observations integrated from multiple data sources, the results offer evidence for a positive impact of customer-base CSR and a negative impact of supply-base CSR on firm CSR. Interestingly, when customers and suppliers of a focal firm establish direct business connections (i.e., customer–supplier closure), the positive follow-suit effect of customer-base CSR is enhanced. In contrast, the negative free-ride effect of supply-base CSR is diminished. This suggests that a focal firm is more likely to embrace CSR practices from CSR-active supply chain partners when embedded in closed triads. This research shows the need to consider the directionality and closure of relationships in understanding the diffusion of voluntary, ill-defined, costly operational practices within a supply chain.
{"title":"Follow-suit or free-ride? A relational view of CSR diffusion in a supply chain with customer–supplier closure","authors":"Ellie C. Falcone, Tingting Yan, Brian S. Fugate","doi":"10.1002/joom.1319","DOIUrl":"10.1002/joom.1319","url":null,"abstract":"<p>Embedded in networks of relationships, firms are who they buy from and sell to. As a result, a firm's corporate social responsibility (CSR) practices can be influenced by CSR practices of its customers and suppliers—known as CSR diffusion. This study examines how CSR diffuses in a supply chain that encompasses a focal firm, its suppliers, and customers. Adopting a relational view, this research hypothesizes that a firm's CSR is influenced by its customer-base CSR differently than its supply-base CSR. By analyzing panel data consisting of 1972 firm-year observations integrated from multiple data sources, the results offer evidence for a positive impact of customer-base CSR and a negative impact of supply-base CSR on firm CSR. Interestingly, when customers and suppliers of a focal firm establish direct business connections (i.e., customer–supplier closure), the positive follow-suit effect of customer-base CSR is enhanced. In contrast, the negative free-ride effect of supply-base CSR is diminished. This suggests that a focal firm is more likely to embrace CSR practices from CSR-active supply chain partners when embedded in closed triads. This research shows the need to consider the directionality and closure of relationships in understanding the diffusion of voluntary, ill-defined, costly operational practices within a supply chain.</p>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"70 6","pages":"979-1006"},"PeriodicalIF":6.5,"publicationDate":"2024-06-09","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"141367009","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
Hospital administrators are shifting care delivery models toward an approach that uses more caregivers in the form of mid-level providers (MLPs), such as nurse practitioners, physician assistants, and clinical nurse specialists. To date, however, healthcare operations management (OM) literature remains ambiguous about longitudinal empirical associations between mid-level providers and hospital costs, quality, and other performance measures. We analyze how the extent of MLP employment used by a hospital is associated with hospital operational outcomes, as reflected by hospital cost per discharge and Triple Aim Performance (TAP) efficiency metrics. Our findings indicate percent MLP usage is positively associated with efficiency metrics for hospital clinical quality, technical efficiency, and patient experience, but not associated with hospital costs. We also find percent MLP usage is associated with the likelihood that hospitals excel on all TAP metrics simultaneously. Post-hoc exploratory analyses suggest the associations exhibit differential outcomes across hospital efficiency quantiles, while sub-sample analyses motivate boundary conditions for some hypothesized MLP associations. We contribute to healthcare OM research by providing one of the first panel data analyses of MLPs, improving insights relative to extant work. By giving key stakeholders useful findings about outcomes associated with hospital staffing trends, our managerial contribution helps hospital administrators understand empirical consequences of the increasing use of MLPs.
{"title":"Do mid-level providers enhance hospital cost per discharge or triple aim performance efficiency? An exploratory analysis","authors":"Aaron W. Bonnett, Gregory R. Heim","doi":"10.1002/joom.1307","DOIUrl":"10.1002/joom.1307","url":null,"abstract":"<p>Hospital administrators are shifting care delivery models toward an approach that uses more caregivers in the form of mid-level providers (MLPs), such as nurse practitioners, physician assistants, and clinical nurse specialists. To date, however, healthcare operations management (OM) literature remains ambiguous about longitudinal empirical associations between mid-level providers and hospital costs, quality, and other performance measures. We analyze how the extent of MLP employment used by a hospital is associated with hospital operational outcomes, as reflected by hospital cost per discharge and Triple Aim Performance (TAP) efficiency metrics. Our findings indicate percent MLP usage is positively associated with efficiency metrics for hospital clinical quality, technical efficiency, and patient experience, but not associated with hospital costs. We also find percent MLP usage is associated with the likelihood that hospitals excel on all TAP metrics simultaneously. Post-hoc exploratory analyses suggest the associations exhibit differential outcomes across hospital efficiency quantiles, while sub-sample analyses motivate boundary conditions for some hypothesized MLP associations. We contribute to healthcare OM research by providing one of the first panel data analyses of MLPs, improving insights relative to extant work. By giving key stakeholders useful findings about outcomes associated with hospital staffing trends, our managerial contribution helps hospital administrators understand empirical consequences of the increasing use of MLPs.</p>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"70 5","pages":"793-830"},"PeriodicalIF":6.5,"publicationDate":"2024-05-26","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"141172303","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}