Felipe Alexandre de Lima, Evelyne Vanpoucke, Stefan Gold, Stefan Seuring
Agricultural commodity supply networks in the Global South are essential for securing the global supply of crops and livestock. However, they are challenged by power asymmetries, which cause injustice and jeopardize social equity, environmental stewardship, and economic viability for disadvantaged actors. To address this challenge, it is imperative to understand how power impacts justice and sustainability. To this end, we examined a supply network in Mato Grosso, Brazil, that faced power asymmetries through 49 semi-structured interviews, field observations, and archival data. The analysis unveiled three forms of power use—excessive, strategic, and balanced—and associated tactics, impacting justice and sustainability outcomes in various ways. We illustrate, for example, how excessive power manifested in traders' abusive tactics, who compelled farmers to accept quality discounts due to external factors, such as heavy rain or poor road conditions. In response to these injustices, farmers cascaded the pressure through the supply network, disproportionately affecting disadvantaged actors, for instance, by withholding rural workers' wages for low productivity or eradicating wildlife deemed detrimental to profitability. Based on these findings, we provide a set of six propositions and a theoretical model that elucidate how power can be leveraged to foster fairer and more sustainable agricultural commodity supply networks.
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<p>Empirically Grounding Analytics (EGA) in operations and supply chain management is a research area at the intersection of empirical and analytical studies. Spearman and Hopp (<span>2021</span>) identified it as an underserved research area with great opportunity for input. To clarify what EGA is, we use a quote provided in the JOM editorial on the subject (see de Treville et al. (<span>2023</span>)) as a definition: “an EGA paper combines mathematical, stochastic, and/or economic modeling with empirical data…. Empirically grounding an analytic model creates knowledge by linking analytical insights to what has been observed using empirical methods (such as case studies, action research, field experiments, interviews, or analysis of secondary data) to establish a theoretically and empirically relevant question.”</p><p>De Treville et al. (<span>2023</span>) propose a framework for discussing EGA research approaches and assessing contributions, summarized in Figure 1 of their editorial. We will refer to this framework rather extensively in our discussion of work in this Special Issue. We provide a “deconstructed” version of this figure, with some added details, in Figure 1.</p><p>Research in “empirical grounding” of analytical models can be conceptually viewed as offering two different ways to drive research and lead to impactful contributions. The “left side” approach has as its end goal to establish analytical models verifiably linked to data and observations reflecting the real operational setting. This approach contributes a “calibrated fit” of the model to the operational decision reality. It requires careful empirical justification of modeling assumptions and parameters. The calibration of model parameters involves collecting representative data from the realistic setting, with any remaining model assumptions and approximations well justified for the real situation. The expectation of these grounded models is a high quality of solutions for the approximated real decision problem.</p><p>The “right side” approach pursues empirical assessment of model results, solution quality, and applicability of insights in addressing issues encountered in real practice. It carefully verifies that (a) an effective implementation of the model reasonably and accurately depicts the operational setting and decision situation; (b) the obtained solutions lead to improved performance; and (c) incorporating analytical insights and tools leads to improved managerial practice for this setting.</p><p>In most cases, “left side” research leads to well-calibrated models with strong hints for improved solution quality and useful insights to be further tested in the real setting and actual practice. “Right side” research carefully tests and confirms the wisdom of new insights and tools, leading to improved practice in the operational setting. However, such testing and analytical insights may reveal irregularities and complexities not effectively depicted in the models, thus
运营与供应链管理中的实证基础分析(EGA)是实证与分析相结合的研究领域。Spearman和Hopp(2021)认为这是一个服务不足的研究领域,有很大的投入机会。为了澄清什么是EGA,我们引用了《JOM》关于这个主题的社论中的一段话(见de Treville等人(2023))作为定义:“EGA论文将数学、随机和/或经济模型与经验数据结合起来....基于经验的分析模型通过将分析见解与使用经验方法(如案例研究、行动研究、实地实验、访谈或二手数据分析)观察到的东西联系起来,建立理论和经验相关的问题,从而创造知识。”De Treville等人(2023)提出了一个讨论EGA研究方法和评估贡献的框架,总结在他们社论的图1中。我们将在本期特刊讨论工作时相当广泛地提到这个框架。我们在图1中提供了这个图的“解构”版本,并添加了一些细节。分析模型的“实证基础”研究在概念上可以被视为提供两种不同的方式来推动研究并导致有影响力的贡献。“左侧”方法的最终目标是建立可核实地与反映实际操作环境的数据和观察相联系的分析模型。这种方法为实际操作决策提供了模型的“校准拟合”。它需要对建模假设和参数进行仔细的实证论证。模型参数的校准包括从实际设置中收集有代表性的数据,任何剩余的模型假设和近似值对于实际情况都是合理的。这些扎根模型的期望是近似真实决策问题的高质量解。“右侧”方法追求对模型结果、解决方案质量的经验评估,以及在解决实际实践中遇到的问题时见解的适用性。仔细验证:(a)模型的有效实施合理、准确地描述了操作设置和决策情况;(b)获得的解决方案导致性能的改善;(c)结合分析的见解和工具可以改善这种情况下的管理实践。在大多数情况下,“左侧”研究导致校准良好的模型,强烈暗示提高解决方案质量和有用的见解,以便在实际环境和实际实践中进一步测试。“右侧”研究仔细测试并确认了新见解和工具的智慧,从而改进了操作环境中的实践。然而,这样的测试和分析见解可能会揭示模型中没有有效描述的不规则性和复杂性,从而推动对新的“左侧”研究和随后的“右侧”研究的需求,以进一步验证和测试。经过几次这样的健康迭代,我们期望这种EGA研究范式能够导致有充分基础的知识和经过良好测试的有影响力的理论的发展,从而增强运营和供应链管理实践。这种系统的迭代,“左边+右边”,就是我们所说的“闭环”方法。在这篇社论思想文章中,我们展示了上述方法(“左侧”,“右侧”和“闭环”)如何在经典的操作文献(例如,“牛鞭”研究),最近的论文(Turcic等人(2023),Wendt等人(2025))以及特刊接受的论文中使用。“牛鞭”研究文献在分析和实证研究方面都很丰富。在一篇经典论文中,对供应链中一个真实现象的观察导致了富有洞察力的建模工作,该工作确定了“牛鞭”效应的主要原因,并有助于量化它(Lee et al.(1997))。正如Cachon等人(2007)、Bray和Mendelson(2012)以及Yao等人(2021)在有影响力的论文中所描述的那样,在工业供应链中寻找“牛鞭”效应的明确证据的努力暴露了在使用措施和适当数据来验证它方面的挑战。模型研究的另一次迭代帮助解决了来自非季节性数据和测量差异的相互矛盾的证据,并有效地“闭环”建立了一个经过良好测试的、可信的供应链“牛鞭”理论。在我们看来,这是迄今为止在运营和供应链管理领域最好的高影响力的EGA研究实例。Spearman和Hopp(2021)以及de Treville等人(2023)表示,在一篇论文中既要对分析模型做出贡献,又要对所获得的见解进行严格的实证检验,这极具挑战性。尽管存在这些挑战,我们将证明一篇论文“闭环”是可能的。 在这些论文中,我们将使用更简洁的术语“综合EGA”进行研究。通过详细讨论Turcic等人(2023)的工作,我们提供了一个综合EGA工作的例子。作者通过创新和简约的采购合同模型,准确地描述了产业链内商品采购的独特复杂性。然后,他们使用一家广泛参与商品采购的主要汽车制造商提供的丰富数据集来测试他们的分析见解。“闭环”方法最终为这些产业链提供了一个久经考验的采购合同理论。正如我们之前提到的,大多数发表的EGA研究(见de Treville et al.(2023))要么有“左侧”贡献,要么有“右侧”贡献。虽然它被描述为很难完成(见Spearman和Hopp(2021)和de Treville等人(2023)),但我们在一篇论文中看到了最近对“闭环”研究的努力(“左侧”和“右侧”在同一篇论文中都有贡献),我们称之为“集成EGA”。Turcic等人(2023)在努力提出关于汽车(以及类似的其他行业)采购合同的完整理论的过程中,完成了一项艰巨的壮举,在同一篇论文中提出了采购合同过程的简约模型,该模型描述了之前工作中忽略的现实,并对模型生成的假设进行了实证验证。我们将使用它作为3.1节中描述的“综合EGA”研究的主要示例。我们在第3.2节中提出了容量交易策略综合研究的第二个例子(Wendt et al.(2025))。为“运营中的经验性基础分析(EGA)”特刊征集研究的动机“供应链管理”的目的是在操作环境的建模研究和使用实际操作环境的数据验证模型和理论的严格实证工作之间架起一座广泛观察到的桥梁。我们将de Treville et al.(2023)中被广泛引用的EGA框架视为一个机会,可以突出新的EGA研究,为有贡献的作者提供激励,将其应用于新的环境,然后根据框架的维度对新的贡献进行分类。通过本期特刊,我们希望进一步推动在运营和供应链管理领域进行良好的环境效益分析研究。此外,我们希望超越代表大多数已发表研究的“单边”(“右侧”或“左侧”)EGA贡献,并通过“综合EGA”研究范式强调贡献的机会和力量。我们认为在后一点上取得进展是我们特刊的一项重大成就。我们收到了22份关于环境影响评估特刊的申请。不幸的是,许多提交的论文,虽然代表了有价值的研究论文,由可靠的证书和专业知识的作者,误解了术语“经验基础分析”。一些论文在建模/分析方面很强,但缺乏研究问题的表述,适当的数据,以及在研究主题中使用实证研究方法的集中努力。其他贡献,虽然适合于经验基础分析范围,但他们缺乏在运营管理环境中为增强决策提供见解的重点。虽然我们知道其中一些可能听起来很主观,但所获得的见解的普遍性,新颖性和质量是入选本期特刊论文的主要标准。我们最后为特刊选了三篇论文。第一篇论文是Kouvelis等人(2025)的“猪场育肥期管理的经验基础分析(EGA)方法:深度强化学习作为决策支持和管理学习工具”。该研究考虑了农场主每周的计划决策,即如何将成品生猪出售给下游肉类包装商的长期合同市场和短期交易公开市场,目标是在给定的经营范围内实现农场价值最大化。作者使用深度强化学习(DRL) (Sutton和Barto(2018)中的演员-评论家概念)来解决问题的马尔可夫决策过程(MDP)模型。对于适合ega的“左侧”建模贡献,他们使用来自美国顶级养猪户之一的专有数据和芝加哥商品交易所和美国农业部(USDA)的价格数据来估计价格和库存分布。他们使用这些分布来生成广泛的综合训练数据,并应用训练好的DRL代理来演示近乎最优的决策。所提供的解决方案优于现有的实践(在20-25%
{"title":"Empirically Grounding Analytics (EGA) Research: Approaches, Contributions, and Examples","authors":"Arnd Huchzermeier, Panos Kouvelis","doi":"10.1002/joom.1373","DOIUrl":"https://doi.org/10.1002/joom.1373","url":null,"abstract":"<p>Empirically Grounding Analytics (EGA) in operations and supply chain management is a research area at the intersection of empirical and analytical studies. Spearman and Hopp (<span>2021</span>) identified it as an underserved research area with great opportunity for input. To clarify what EGA is, we use a quote provided in the JOM editorial on the subject (see de Treville et al. (<span>2023</span>)) as a definition: “an EGA paper combines mathematical, stochastic, and/or economic modeling with empirical data…. Empirically grounding an analytic model creates knowledge by linking analytical insights to what has been observed using empirical methods (such as case studies, action research, field experiments, interviews, or analysis of secondary data) to establish a theoretically and empirically relevant question.”</p><p>De Treville et al. (<span>2023</span>) propose a framework for discussing EGA research approaches and assessing contributions, summarized in Figure 1 of their editorial. We will refer to this framework rather extensively in our discussion of work in this Special Issue. We provide a “deconstructed” version of this figure, with some added details, in Figure 1.</p><p>Research in “empirical grounding” of analytical models can be conceptually viewed as offering two different ways to drive research and lead to impactful contributions. The “left side” approach has as its end goal to establish analytical models verifiably linked to data and observations reflecting the real operational setting. This approach contributes a “calibrated fit” of the model to the operational decision reality. It requires careful empirical justification of modeling assumptions and parameters. The calibration of model parameters involves collecting representative data from the realistic setting, with any remaining model assumptions and approximations well justified for the real situation. The expectation of these grounded models is a high quality of solutions for the approximated real decision problem.</p><p>The “right side” approach pursues empirical assessment of model results, solution quality, and applicability of insights in addressing issues encountered in real practice. It carefully verifies that (a) an effective implementation of the model reasonably and accurately depicts the operational setting and decision situation; (b) the obtained solutions lead to improved performance; and (c) incorporating analytical insights and tools leads to improved managerial practice for this setting.</p><p>In most cases, “left side” research leads to well-calibrated models with strong hints for improved solution quality and useful insights to be further tested in the real setting and actual practice. “Right side” research carefully tests and confirms the wisdom of new insights and tools, leading to improved practice in the operational setting. However, such testing and analytical insights may reveal irregularities and complexities not effectively depicted in the models, thus","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"71 4","pages":"418-425"},"PeriodicalIF":6.5,"publicationDate":"2025-05-06","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1002/joom.1373","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"144206518","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}
Timofey Shalpegin, Tyson R. Browning, Ajay Kumar, Guangzhi Shang, Jason Thatcher, Jan C. Fransoo, Matthias Holweg, Benn Lawson
{"title":"Generative AI and Empirical Research Methods in Operations Management","authors":"Timofey Shalpegin, Tyson R. Browning, Ajay Kumar, Guangzhi Shang, Jason Thatcher, Jan C. Fransoo, Matthias Holweg, Benn Lawson","doi":"10.1002/joom.1371","DOIUrl":"https://doi.org/10.1002/joom.1371","url":null,"abstract":"","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"71 5","pages":"578-587"},"PeriodicalIF":6.5,"publicationDate":"2025-05-05","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"144524522","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}