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Down the drain: The dynamic interplay of governance adjustments addressing setbacks in large public–private projects 流失:治理调整的动态相互作用解决了大型公私项目中的挫折
IF 7.8 2区 管理学 Q1 MANAGEMENT Pub Date : 2023-08-30 DOI: 10.1002/joom.1277
F. Fang, W. van der Valk, B. Vos, H. A. Akkermans

Large government projects involving public–private collaborations inherently suffer from setbacks such as delays, cost overruns, or failure to meet contracted performance. Such setbacks may effectively be addressed through adjustments to contractual and relational governance; yet to date, the dynamics of governance adjustments and their interplay in addressing setbacks is not well understood. This research presents a dynamic theory of how parties can effectively address project setbacks through adjustments to contractual and relational governance. The dynamic theory was generated using longitudinal case data from two large public–private projects in the Netherlands that faced comparable project setbacks but deployed opposing governance adjustments, leading to drastically different project outcomes (i.e., collapse vs. recovery). This theory was then elaborated through two more cases and evidence from the literature. A system dynamics simulation model was then built that reproduces the different governance adjustments and outcomes observed in the four projects and serves to extend theory building. The refined theory not only shows under what conditions adjustments to contractual or relational governance are most effective, but also that governance adjustment interplay may trigger unintended side effects. As such, the theory explains why the careful balancing of governance adjustments is critical to project outcomes.

涉及公私合作的大型政府项目必然会遭受诸如延误、成本超支或未能达到合同性能等挫折。这种挫折可以通过调整合同和关系治理得到有效解决;然而,迄今为止,治理调整的动态及其在应对挫折方面的相互作用还没有得到很好的理解。本研究提出了一个动态理论,说明各方如何通过调整契约和关系治理来有效地解决项目挫折。动态理论是利用荷兰两个大型公私项目的纵向案例数据生成的,这两个项目面临类似的项目挫折,但采用了相反的治理调整,导致了截然不同的项目结果(即崩溃与复苏)。然后通过两个案例和文献中的证据详细阐述了这一理论。然后建立了一个系统动力学仿真模型,该模型再现了在四个项目中观察到的不同治理调整和结果,并用于扩展理论构建。改进后的理论不仅表明在什么条件下对契约或关系治理的调整是最有效的,而且还表明治理调整的相互作用可能引发意想不到的副作用。因此,该理论解释了为什么治理调整的谨慎平衡对项目结果至关重要。
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引用次数: 0
Digital transformation in operations management: Fundamental change through agency reversal 运营管理中的数字化转型:代理逆转带来的根本性变革
IF 7.8 2区 管理学 Q1 MANAGEMENT Pub Date : 2023-08-13 DOI: 10.1002/joom.1271
Spyros Angelopoulos, Elliot Bendoly, Jan Fransoo, Kai Hoberg, Carol Ou, Antti Tenhiälä
<p>The emergence of digital technologies across all aspects of operations management (OM) has enabled shifts in decision making, shaping new operational dynamics and business opportunities. The associated scholarly discussions in information systems (IS) and OM span digital manufacturing (e.g., Roscoe et al., <span>2019</span>), the digitalization of OM and supply chain management (e.g., Holmström et al., <span>2019</span>), platform outcomes (e.g., Friesike et al., <span>2019</span>), and economies of collaboration (e.g., Hedenstierna et al., <span>2019</span>). For such changes to be successful, however, there is a need for organizations to go beyond the mere adoption of digital technologies. Instead, successful changes are transformational, delving into digital transformation (DT) endeavors (Vial, <span>2019</span>), which in turn can enable operational improvements in organizational performance (Davies et al., <span>2017</span>), lead to structural changes in operations processes, and may result in new business models being deployed.</p><p>Appropriately, DT endeavors are increasingly treated in both the IS and OM literature as an ongoing process rather than an isolated project with a clear start and finish (e.g., Struijk et al., <span>2022</span>). Here, we adopt this line of reasoning and specifically treat DT endeavors as: “<i>the use of digital technologies to evolve operational activities by creating new or transforming existing processes, cultures, and customer experiences to meet changing business and market requirements</i>.” Such a perspective is somewhat distinct from widely adopted definitions of DT in IS and OM (e.g., Vial, <span>2019</span>), as well as from the strict consideration of radical operational innovation (cf. Hammer, <span>2004</span>). Specifically, our perspective is neither predicated on “disruption” per se, nor limited by such transformations being fundamentally strategic ones for the focal organization. In other words, DT endeavors can (i) extend into the creation of new organizational processes, (ii) transform existing processes either incrementally or more substantially, (iii) shift decision making with regard to those processes, (iv) enable the consideration of new business models, and (v) largely serve as a source of facilitation and synergy in existing ones. In this special issue, we characterize the specific role of <i>DT in OM</i> as follows: <i>through DT endeavors, digital technologies have the potential to affect OM processes and decision-making with regard to finance, design, production, and the delivery of products, services, or combinations of them</i>.</p><p>The broader OM literature has already set the stage for the consideration of new business models and innovation tournaments that have been extensively influenced by DT endeavors, such as platform services, omnichannel retail, supply chain information exchange, and Internet of Things (IoT)-enabled operations. This line of research can contribute t
数字技术在运营管理(OM)各个方面的出现,使决策发生了转变,形成了新的运营动态和商业机会。信息系统(IS)和OM的相关学术讨论涵盖了数字制造(例如,Roscoe等人,2019)、OM和供应链管理的数字化(例如,Holmström等人,2019)、平台成果(例如,Friesike等人,2019)和协作经济(例如,Hedenstierna等人,2019)。然而,要使这些变化取得成功,组织需要超越仅仅采用数字技术。相反,成功的变革是变革性的,深入研究数字化转型(DT)的努力(Vial, 2019),这反过来又可以实现组织绩效的运营改进(Davies等人,2017),导致运营流程的结构变化,并可能导致部署新的业务模型。适当地,在IS和OM文献中,DT努力越来越被视为一个正在进行的过程,而不是一个具有明确开始和结束的孤立项目(例如,Struijk等人,2022)。在这里,我们采用这条推理线,并特别将DT努力视为:“使用数字技术通过创建新的或转换现有的过程、文化和客户体验来发展运营活动,以满足不断变化的业务和市场需求。”这种观点不同于is和OM中广泛采用的DT定义(例如,Vial, 2019),也不同于对激进运营创新的严格考虑(参见Hammer, 2004)。具体地说,我们的观点既不是基于“破坏”本身,也不受这种转变是核心组织的基本战略的限制。换句话说,DT的努力可以(i)扩展到创建新的组织流程,(ii)增量或更实质性地改造现有流程,(iii)改变与这些流程相关的决策制定,(iv)允许考虑新的商业模式,以及(v)在很大程度上作为现有流程的促进和协同的来源。在本期特刊中,我们将DT在OM中的具体作用描述如下:通过DT的努力,数字技术有可能影响OM的流程和决策,包括财务、设计、生产、产品交付、服务或它们的组合。更广泛的OM文献已经为考虑受到DT努力广泛影响的新商业模式和创新竞赛奠定了基础,例如平台服务、全渠道零售、供应链信息交换和支持物联网(IoT)的运营。这方面的研究有助于在更广泛的领域内进行当代和正在进行的讨论(例如,Holmström等人,2019),包括组织利用在一个市场的存在进入其他领域的机会;考虑到价值链中所有参与者的生态系统的出现;多方平台商业模式的吸引力,将不同的参与者聚集在一起;新数据源在服务新客户时的价值;以及人工智能(AI)以先进算法解决方案的形式作为组织竞争优势的重要性。这种学术讨论可以进一步考虑组织在DT努力过程中试图采取的行动的复杂性和综合性所导致的失败(Struijk et al., 2020, 2023)。因此,对DT努力的实证研究和理论见解可以挑战我们对OM理论和实践的既定理解,并强调组织动力学与更高层次交织在一起的重要性(Struijk et al., 2022)。因此,我们在这里的目标是提供一个认知平台,以促进我们对数字化创新的理解,包括数字技术的采用、商业模式的创新、协作机制和运营改进方法的创新,如何影响数字化管理的各个方面。在接下来的讨论中,我们概述了OM中DT的回顾和概念化,对该领域的主题进行了评估,并探索了超越炒作的前进途径。在此过程中,我们提请注意人类与技术之间关系的变化,在更广泛的信息系统理论和实践的演变中,代理人和委托人的角色首次被逆转。具体而言,我们认为数字化创新的变革本质在于受其影响的许多组织过程中的代理逆转。由于技术变革对组织、个人和整个社会的变革性影响,技术演变一直是更广泛的管理文献的中心主题(Grodal et al., 2023)。 技术是OM理论和实践中固有的,它在组织增值过程中的作用至关重要,以至于早期的管理理论家在讨论我们现在所知的OM时使用“技术”一词来代替“过程”(Thompson, 2017)。因此,从18世纪早期珍妮纺纱机的发明到现代先进的算法解决方案,人工智能的发展与物理技术和先进的信息系统的发展密切相关。我们的特刊重点关注后者,在DT和更广泛的数字技术消费化的背景下(Gregory等人,2018;Struijk et al., 2022)。尽管我们使用这个术语(DT),并认为这些技术的当代形式具有根本性变化的特殊潜力,但在组织信息系统演变的更大图景中看待当代技术仍然是有用的。在此过程中,我们看到了如表1所示的三个不同的发展阶段。这一观点与认为现代数字技术仅仅是技术进化的线性延伸的观点背道而驰,因为它们提供了与所有以前的技术类似的好处,例如降低数据收集、存储和处理的成本,并使决策更快、更好。相反,我们认为数字技术在OM中所扮演的角色的历史发展包括三个主要阶段:独立工具,集成工具,以及同时日益自治的工具,这些工具有可能在OM中的DT所处的人与技术关系中带来前所未有的变化。我们通过对当时领先技术的阐述进一步讨论了这三个阶段,简要概述了各种数字技术如何为OM实践做出贡献。从20世纪70年代,IBM开发了用于MRP的COPICS软件包,直到世纪之交,当像Manugistics和i2这样的供应商销售用于集成供应链优化的高级计划和调度(APS)系统时,OM领域在使用IS方面经历了爆炸式增长。在那些早期,MRP系统促进了制造活动的日常规划,而CAD工具的开发使复杂部件的设计具有前所未有的精度。为了完成这个循环,CIM系统出现了,以促进使用和监督由物理技术发展而产生的自动化生产工具。虽然这样的IS组合为OM的设计、规划和控制回路提供了支持,但每一个都是特定功能的。随着其他信息系统(包括销售支持和采购系统)的加入,这些工具固有的独立特性由于冗余的数据库、不兼容的协议和数据格式而产生了接口维护挑战和质量问题。这些挑战反过来又促使人们需要对IS的角色进行第一次根本性的改变,如表1所示。数字工具必须提供全面的过程范围的支持,而不是提供特定于功能的支持。这种集成的额外好处表面上包括减少数据和软件不兼容以及冗余(Jacobs &韦斯顿,2007)。新的IS供应商解决了这些组织和技术孤岛中的挑战。在20世纪90年代出现的客户机-服务器信息体系结构的帮助下,像SAP这样的公司接受了将以前特定于功能的工具的特性组合到单个公司范围的软件套件和数据库中的挑战。这些ERP系统的实施被证明充满了挑战,导致了许多众所周知的失败(达文波特,1998),然而,通过它们对业务范围集成的固有支持(Gattiker &Goodhue, 2005)和过程标准化(Cotteleer &Bendoly, 2006),它们最终为许多组织证明了它们的价值(Tenhiälä &Helkio, 2015)。然而,很明显,单一的ERP系统并不是每个人的最佳解决方案,对集成和标准化需求较少的组织可以使用独立工具表现良好(Tenhiälä等人,2018)。为了满足这些组织的需求,包括Appian和pegassystems在内的一组补充供应商出现了,他们使用一种名为iBPM系统的新数字工具来解决组织工作流中的接口和冗余问题。作为数字工具支持范围从单个业务功能扩展到整个业务流程的自然延伸,还出现了各种技术来支持跨越组织边界的流程,包括用于组织间产品跟踪的射频识别(Bendoly等)。 (Stadtler, 2005), APS系统具有组织间供应网络规划能力。到2015年
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引用次数: 3
We can work it out: A multilevel examination of relationships among group and individual technology workarounds, and performance 我们可以解决这个问题:对团队和个人技术解决方案以及性能之间的关系进行多层次检查
IF 7.8 2区 管理学 Q1 MANAGEMENT Pub Date : 2023-07-26 DOI: 10.1002/joom.1267
Shaobo Wei, Xiayu Chen, Ronald E. Rice

Despite the operational nature of enterprise system (ES) implementation and use, individual employees or work groups may deploy technology workarounds to circumvent inflexibility in or obstacles to using the ES. However, our understanding of the multilevel nature of technology workarounds and their performance implications remains limited. Drawing upon the multilevel theory of system usage and adaptive structuration theory, the current study examines the conditions under which group technology workarounds affect group performance, individual technology workarounds, and individual performance. Based on two studies with different research designs, we find that group technology workarounds have distinctive effects on short- and on long-term group performance. Specifically, while the impact of group technology workarounds on group performance is significantly positive in the short term, such effect diminishes over time. System failure and competition intensity strengthen the positive effect of group technology workarounds on short-term performance, whereas system failure and task nonroutineness lessen the negative effect of group technology workarounds on long-term performance. Our study further confirms the multilevel nature of technology workarounds, finding that group technology workarounds can influence individual technology workarounds and thereby individual performance. Our results support the view that technology workarounds as a group action should be considered alongside individual technology workarounds, as well as their positive and negative effects on both group and individual performance, in both the short- and long-term.

尽管企业系统(ES)的实现和使用具有操作性质,但个别员工或工作组可以部署技术解决方案,以规避使用ES的不灵活性或障碍。然而,我们对技术解决方案的多层次性质及其性能影响的理解仍然有限。利用多层次的系统使用理论和自适应结构理论,本研究考察了群体技术变通方法影响群体绩效、个体技术变通方法和个体绩效的条件。基于两项不同研究设计的研究,我们发现群体技术变通对短期和长期群体绩效有不同的影响。具体来说,虽然团队技术解决方案对团队绩效的影响在短期内显着积极,但这种影响会随着时间的推移而减弱。系统故障和竞争强度增强了群体技术变通对短期绩效的积极影响,而系统故障和任务非常规性则减弱了群体技术变通对长期绩效的负面影响。我们的研究进一步证实了技术解决方案的多层次性质,发现群体技术解决方案可以影响个人技术解决方案,从而影响个人绩效。我们的研究结果支持这样一种观点,即技术变通作为一种群体行为,应该与个人技术变通一起考虑,以及它们对短期和长期的群体和个人绩效的积极和消极影响。
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引用次数: 1
Customer base environmental disclosure and supplier greenhouse gas emissions: A signaling theory perspective 客户基础环境披露与供应商温室气体排放:信号理论视角
IF 7.8 2区 管理学 Q1 MANAGEMENT Pub Date : 2023-07-25 DOI: 10.1002/joom.1272
Sining Song, Jie Lian, Keith Skowronski, Tingting Yan

As suppliers' emissions contribute to a significant portion of the global environmental footprint, achieving supply chain wide carbon neutrality largely depends on suppliers' greenhouse gas (GHG) emissions reductions. Although suppliers' customers are increasingly signaling their commitment to tackling climate change through environmental disclosure, whether this signal contributes to supplier emissions reduction remains a question. Using signaling theory, this research proposes an emissions-reducing effect of customer base environmental disclosure on a supplier's GHG emissions level. Using a 2010–2017 panel dataset from multiple sources, we find empirical evidence supporting the upstream emissions-reducing effect of customer base environmental disclosure. Further, we identify two customer-base characteristics that affect this relationship: customer base climate innovation and competition. These findings contribute to the sustainable supply chain management literature by illustrating the effects of the customer base on supplier emissions performance. Specifically, customers could motivate a supplier's engagement in emissions reduction by collectively signaling their environmental commitment through enhanced disclosure. However, the effectiveness of this signaling effect can be contingent on the green innovation and competitive dynamics of the customer base.

由于供应商的排放占全球环境足迹的很大一部分,实现供应链范围内的碳中和在很大程度上取决于供应商的温室气体(GHG)减排。虽然供应商的客户越来越多地通过披露环境信息来表明他们对应对气候变化的承诺,但这种信号是否有助于供应商减排仍是一个问题。本研究利用信号传递理论,提出了客户群环境信息披露对供应商温室气体排放水平的减排效应。通过使用 2010-2017 年多个来源的面板数据集,我们发现了支持客户群环境信息披露的上游减排效应的经验证据。此外,我们还发现了影响这种关系的两个客户群特征:客户群气候创新和竞争。通过说明客户群对供应商排放绩效的影响,这些发现为可持续供应链管理文献做出了贡献。具体来说,客户可以通过加强信息披露来共同表明其环保承诺,从而激励供应商参与减排。然而,这种信号效应的有效性可能取决于客户群的绿色创新和竞争动力。
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引用次数: 0
Platform evolution in large inter-organizational collaborative research programs 大型组织间合作研究项目中的平台演变
IF 7.8 2区 管理学 Q1 MANAGEMENT Pub Date : 2023-07-22 DOI: 10.1002/joom.1273
Giovanni Radaelli, Dimitrios Spyridonidis, Graeme Currie

We examine the role of platform sponsors and program managers in evolving a platform to stimulate inter-organizational collaboration in large research programs. Through a 5-year longitudinal case study, we analyzed a large inter-organizational collaborative research program in England, underpinned by the CLAHRC platform, sponsored by the NIHR. The research program attracted clinical academics in universities and clinical practitioners in a range of healthcare providers to collaborate in an ensemble of projects to drive evidence-based care for patients with long-term health conditions. Program managers struggled to facilitate collaboration through the platform, despite a highly decentralized governance approach. Our study identifies three mechanisms through which the platform sponsor and program managers revised the platform's governance strategies to enhance collaboration: (i) they instituted “interruptive events,” which routinely stopped projects, and analyzed if and why organizations struggle to collaborate; (ii) they expanded, rather than restricted, access rules for collaboration through “platform renting”; (iii) they re-distributed, rather than re-centralized, governance, to reduce unnecessary interdependences across collaborators attracted by the platform.

我们研究了平台赞助商和项目经理在发展平台以促进大型研究项目中的组织间合作方面所扮演的角色。通过一项为期 5 年的纵向案例研究,我们分析了英国的一项大型跨组织合作研究计划,该计划由英国国立卫生研究院(NIHR)赞助,以 CLAHRC 平台为基础。该研究项目吸引了各大学的临床学者和一系列医疗机构的临床从业人员参与合作项目,以推动对长期健康状况患者的循证护理。尽管采用了高度分散的管理方法,但项目管理人员仍努力通过该平台促进合作。我们的研究发现了平台发起人和项目经理为加强合作而修改平台管理策略的三种机制:(i)他们实施了 "中断事件",即定期停止项目,并分析组织是否以及为何难以合作;(ii)他们通过 "平台租赁 "扩大而非限制合作的访问规则;(iii)他们重新分配而非重新集中管理,以减少平台吸引的合作者之间不必要的相互依赖。
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引用次数: 0
Vulnerability diffusions in software product networks 软件产品网络中的漏洞扩散
IF 7.8 2区 管理学 Q1 MANAGEMENT Pub Date : 2023-07-16 DOI: 10.1002/joom.1270
Martin Kang, Gary Templeton, SungYong Um

During software product development, the combination of digital resources (such as application programming interfaces and software development kits) establishes loose and tight edges between nodes, which form a software product network (SPN). These edges serve as observable conduits that may help practitioners and researchers better understand how vulnerabilities diffuse through SPNs. We apply network theory to analyze data from over 12 years of records extracted from the National Vulnerability Database. We contribute novel measures established using machine learning to gauge the properties influencing vulnerability diffusion within an SPN. We observed an SPN having a discernable shape that changed over time via network updates. We propose hypotheses and find empirical evidence that vulnerability diffusion is influenced by edge dynamics, developer responses, and their interaction. Implications for practice are that increased developer responses reduce software vulnerability diffusion attributed to edge dynamics.

在软件产品开发过程中,数字资源(如应用程序接口和软件开发工具包)的组合会在节点之间建立松紧边缘,从而形成软件产品网络(SPN)。这些边缘可以作为可观察的通道,帮助从业人员和研究人员更好地了解漏洞是如何通过 SPN 扩散的。我们运用网络理论分析了从国家漏洞数据库中提取的超过 12 年的记录数据。我们利用机器学习建立了新的测量方法,以衡量影响 SPN 内漏洞扩散的特性。我们观察到一个 SPN 具有可识别的形状,并随着时间的推移通过网络更新发生变化。我们提出假设并找到了经验证据,证明漏洞扩散受边缘动态、开发者响应及其相互作用的影响。对实践的启示是,开发人员响应的增加会减少边缘动态所导致的软件漏洞扩散。
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引用次数: 0
Reengineering professional services through automation, remote outsourcing, and task delegation 通过自动化、远程外包和任务委派重新设计专业服务
IF 7.8 2区 管理学 Q1 MANAGEMENT Pub Date : 2023-06-24 DOI: 10.1002/joom.1268
Scott E. Sampson, Rebecca Pires dos Santos

Digital technology has enabled significant productivity gains in many industries. Manufacturers have benefited from robotics, and service businesses have benefited from self-service technologies. An area that has seen only meager productivity gains is professional services, such as healthcare, consulting, legal services, and higher education. Despite the emergence of artificial intelligence (AI) and other new technologies, professional services continue to be labor intensive with high labor costs. In 2021, Sampson published an empirically-based framework suggesting that emerging technologies would allow professional services to improve productivity by automating some tasks with self-service technologies, outsourcing some tasks to remote professionals, and delegating some tasks to semiprofessional workers. The underlying theory was that this restructuring hinges on the creative and interpersonal skill requirements of various tasks. Our research builds on Sampson's framework by modeling a professional service operation and studying the influence of task offloading on costs and quality. Our model involves discrete event simulation parameterized by empirical data. We consider labor costs, managerial costs, delay costs (including customer balking), and assessment costs. Results show contexts wherein increased task offloading can reduce costs with negligible impact on quality, suggesting great opportunities for reengineering professional services through increased automation, offshore outsourcing, and task delegation.

数字技术使许多行业的生产率显著提高。制造商受益于机器人技术,服务企业受益于自助服务技术。只有医疗保健、咨询、法律服务和高等教育等专业服务领域的生产率增长甚微。尽管人工智能(AI)和其他新技术的出现,专业服务仍然是劳动密集型的,劳动力成本很高。2021年,Sampson发布了一个基于经验的框架,表明新兴技术将允许专业服务通过自助服务技术自动化一些任务,将一些任务外包给远程专业人员,并将一些任务委托给半专业人员,从而提高生产力。其基本理论是,这种重组取决于各种任务对创造力和人际交往能力的要求。我们的研究建立在Sampson的框架上,通过建模一个专业的服务运作,并研究任务卸载对成本和质量的影响。我们的模型涉及离散事件模拟,由经验数据参数化。我们考虑劳动力成本、管理成本、延迟成本(包括客户拒绝)和评估成本。结果显示,增加的任务卸载可以减少成本,而对质量的影响可以忽略不计,这表明通过增加自动化、离岸外包和任务授权来重新设计专业服务的巨大机会。
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引用次数: 1
Examining sharing economy operations: A process perspective 从过程视角审视共享经济运作
IF 7.8 2区 管理学 Q1 MANAGEMENT Pub Date : 2023-06-19 DOI: 10.1002/joom.1269
Alan Mackelprang, Sachin B. Modi, David D. Dobrzykowski, Paul C. Hong
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引用次数: 0
Consignment inventory shrinkage in general and physician preference medical supplies: An empirically-grounded analytical investigation 普通和医生偏好医疗用品的寄售库存萎缩:一项基于经验的分析调查
IF 7.8 2区 管理学 Q1 MANAGEMENT Pub Date : 2023-06-13 DOI: 10.1002/joom.1256
Claudia Rosales, Anand Nair, Sukrit Pal

The cost of medical supplies represents a significant portion of hospital spending. Hospitals manage different types of medical supplies, such as general medical supplies and physician preference items. General medical supplies tend to be numerous and relatively low cost, while physician preference items tend to be less numerous and more expensive. Strong physician preference for certain medical supplies can limit the options available to reduce inventory costs. The use of consignment inventory is one way in which hospitals seek to reduce inventory costs for both general supplies as well as physician preference items. However, the use of consignment reduces the level of oversight that hospitals have on consigned inventories, thereby potentially increasing the likelihood of shrinkage. The impact of consignment on shrinkage cost has received limited attention. We investigate this issue by drawing upon the precepts of agency theory and by analyzing hospital data that span multiple years. Our results suggest that the use of consignment increases shrinkage and spend. We develop empirically informed analytical models to better understand the impact of an unforeseen increase in shrinkage on the cost associated with general and physician preference items. The analytical investigation suggests that the impact on general and physician preference items differ depending on the type of consignment contract negotiated between a hospital and a vendor. We discuss the theoretical and managerial implications of our findings.

医疗用品费用在医院支出中占很大比重。医院管理着不同类型的医疗用品,如普通医疗用品和医生偏好用品。一般医疗用品往往数量较多,成本相对较低,而医生偏好的物品往往数量较少,价格较高。医生对某些医疗用品的强烈偏好会限制降低库存成本的选择。使用寄售库存是医院降低一般用品和医生偏好品库存成本的一种方法。然而,寄售的使用降低了医院对寄售库存的监督程度,从而有可能增加缩水的可能性。寄售对缩水成本的影响只得到了有限的关注。我们借鉴代理理论的原理,通过分析医院多年的数据,对这一问题进行了研究。我们的研究结果表明,使用寄售会增加缩水和支出。我们建立了基于经验的分析模型,以更好地理解不可预见的缩水增加对一般项目和医生偏好项目相关成本的影响。分析调查表明,医院与供应商之间协商的寄售合同类型不同,对普通项目和医生偏好项目的影响也不同。我们将讨论研究结果的理论和管理意义。
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引用次数: 0
Editorial: Toyota Production System practices as Fast-and-Frugal heuristics 社论:丰田生产系统的实践是快速和节俭的启发
IF 7.8 2区 管理学 Q1 MANAGEMENT Pub Date : 2023-06-12 DOI: 10.1002/joom.1266
Suzanne de Treville, Tyson R. Browning, Julian N. Marewski, Jordi Weiss
<p>Two Forum articles and an editorial in 2021 called for a rethink of how operations management (OM) scholars conceptualize the Toyota Production System (TPS) and Lean (the Western label given to certain elements of the TPS). In the lead article in that series, Hopp and Spearman (<span>2021</span>, pp. 10 and 11) observed that the evolution of Lean from a physics of flows to an organizational culture that supports “continual reduction of the cost of waste” requires us “to incorporate human behavior more scientifically.” They noted that “A more extensive, and largely untapped, resource is the wide array of cognitive research into heuristics and biases that has been developed by behavioral and decision scientists since the 1970s.” This brings to mind the description by Fujimoto (<span>1999</span>) of the TPS as a knowledge-management system, in contrast to the common understanding of the TPS (captured by the designation “Lean”) as buffer management. In this editorial, we continue the discussion started by Hopp and Spearman with a thought experiment in which we consider TPS practices as heuristics. An initial objective was to contribute to disentangling the TPS knowledge- and buffer-management roles, asking: Are buffer-management tools designed to support knowledge management, or do knowledge-management TPS tools exist to allow operations to run as lean as possible (i.e., manage buffers efficiently)? The heuristics lens revealed the mechanisms by which buffer removal can be used to create cues from the production environment that effectively inform decision making. More generally, we discovered that the exercise of interpreting TPS practices as heuristics provided insight into whether and how heuristics can contribute to an effective management of operations.</p><p>We analyzed a sample of common practices that have been observed to be used by Toyota as one approach to implementing the TPS: <i>jidoka</i>, <i>andon</i>, and <i>kanban</i>. These practices transform front-line employees into decision makers by clearly specifying the information to be considered and the decision rule to be followed in a precisely defined situation. The resulting heuristics can be described as “production” heuristics, as their objective is to contribute to the line running smoothly on a day-to-day basis. We then considered practices that Toyota has been observed to use to prepare the environment for the successful deployment of these production-heuristic practices, including, for example, respect for workers, <i>gemba</i>, <i>kaizen</i>, and “five whys”. These “exploration” heuristics are oriented toward problem solving through carving out regularities in what appears to be a chaotic landscape. Whereas the production heuristics use stopping rules to strictly limit the information to be considered and precisely define the decision rule, the exploration heuristics relax the search rules and strongly encourage the decision maker to maintain information in the decision proce
两篇论坛文章和2021年的一篇社论呼吁重新思考运营管理(OM)学者如何概念化丰田生产系统(TPS)和精益(西方给TPS某些要素的标签)。在该系列的第一篇文章中,Hopp和Spearman(2021年,第10页和第11页)指出,精益从一种流动物理到一种支持“持续降低浪费成本”的组织文化的演变要求我们“更科学地结合人类行为”。他们指出,“从20世纪70年代以来,行为和决策科学家们对启发式和偏见进行了广泛的认知研究,这是一个更广泛的、在很大程度上尚未开发的资源。”这让人想起藤本(1999)将TPS描述为一种知识管理系统,而不是将TPS(被称为“精益”)理解为缓冲管理。在这篇社论中,我们将继续Hopp和Spearman开始的讨论,通过一个思想实验,我们将TPS实践视为启发式。最初的目标是帮助理清TPS知识管理和缓冲区管理的角色,提出以下问题:缓冲区管理工具是为了支持知识管理而设计的,还是知识管理TPS工具的存在是为了允许操作尽可能精简(即有效地管理缓冲区)?启发式镜头揭示了缓冲移除可以用来从生产环境中创建线索的机制,从而有效地为决策提供信息。更一般地说,我们发现将TPS实践解释为启发式方法的练习提供了对启发式方法是否以及如何有助于有效管理运营的见解。我们分析了一个常见实践的样本,这些实践被观察到被丰田公司用作实现TPS的一种方法:jidoka、andon和看板。这些实践通过明确规定在精确定义的情况下需要考虑的信息和需要遵循的决策规则,将一线员工转变为决策者。由此产生的启发式方法可以被描述为“生产”启发式方法,因为它们的目标是使生产线在日常基础上顺利运行。然后,我们考虑了观察到丰田用来为成功部署这些生产启发式实践准备环境的实践,包括,例如,尊重工人,玄叶,改善和“五个为什么”。这些“探索”启发式是通过在看似混乱的环境中找出规律来解决问题的。生产启发式使用停止规则严格限制需要考虑的信息,精确定义决策规则,而探索启发式则放松搜索规则,强烈鼓励决策者在决策过程中保持信息。它们还允许决策过程的目标是灵活的。在生产环境中,人们可能会错误地认为信息越多越好。在探索环境中,人类可能会在信息太少的情况下做出决定。启发式可以帮助避免这两种类型的错误:我们认为TPS实践要么限制或增加要考虑的信息量,要么精确地指定或明确地拒绝指定决策的目标。与关键绩效指标相比,改善鼓励决策者思考让事情变得更好意味着什么。“五个为什么”指导决策者不断提出问题,即使他们认为自己已经知道答案。我们将介绍一些例子,其中TPS性能由于未能维护这些系统而下降,这些系统会导致探索启发式,以避免过早消除信息和灵活性。尽管传统智慧认为启发式总是显著减少使用中的信息,但我们对TPS的探索表明,启发式可能会指导决策者减少或扩大信息。TPS的成功可能部分归功于启发式的部署,这些启发式的设计目的要么是高效生产,要么是探索,探索启发式创造了一个生产启发式发挥作用的环境。Gigerenzer等人(1999)提出了一种启发式类型,首先根据理性是有界的还是无界的来划分“合理性”(理性决策)(Simon, 1955)。有限理性——本质上是所有商业决策的基础——要求决策者沿着Savage(1954)描述的小世界的路线减少所考虑的信息。在有限理性下做出的决策将其目标设定为满足(做出足够好的决策,Simon, 1956)而不是优化。 , 2011)有助于识别决策中存在的启发式,以及在特定决策环境中使这些启发式适合和表现良好的特征。当观察到使用中的启发式会产生有偏见的决策时,通过从启发式转向决策者所做的更全面的分析(即,沿着Little(1970)建议的路线向约束优化移动),通过重新校准启发式以提高其性能,还是通过在生产启发式和探索启发式之间移动来更好地实现去偏见?SIMON(1955,1956)发展了有限理性的思想,引入了满足的思想作为优化的替代方案。对于经济学家来说,Simon(1955)强调决策者的认知能力,对于心理学家来说(Simon, 1956)强调环境(参见Petracca, 2021,关于这一划分的讨论)。Simon (1990, p. 7)将这两个方面结合在一起,他写道:“人类的理性行为(以及所有物理符号系统的理性行为)是由一把剪刀塑造的,它的两个刀片是任务环境的结构和行动者的计算能力。”启发式是经验法则,通常可以分解为搜索、停止和决策规则。给定启发式的生态合理性取决于这些规则如何允许由任务环境和行动者的计算能力形成的“剪刀刃”一起操作。生产启发式通常强调搜索限制,而探索启发式可能鼓励在决策过程中保留更多信息:一个功能良好的启发式可能会根据上下文增加或减少使用中的信息。Daft和Weick(1984,第289页)将组织描述为“解释系统”,为理解启发式的搜索(环境)和停止(认知能力)维度之间的相互作用提供了有用的输入。Daft和Weick从以下方面定义了解释模式:(1)解释的目标是否为确定假设存在的正确答案,这决定了环境是否被视为“可分析的”;(2)组织与环境的关系是侵入性的还是被动的。得到的2 × 2矩阵再现于表1中。TPS于20世纪70年代末在日本兴起(例如,Sugimori et al., 1977),并迅速引起了全世界的关注。丰田克服了强大的竞争劣势(比如需要从日本运输汽车,以及用于研发的资源相当少),从通用汽车等公司手中夺取了市场份额。TPS和批量生产之间的一个关键区别在于如何调整上游生产速度以匹配生产线需要或能够处理的下游生产。考虑一个下游问题,该问题导致在制品库存累积。TPS实践旨在突出出现的问题,以便将注意力集中在解决问题上,同时将上游生产与下游产能相匹配。TPS不是设定一个目标,让员工在利用率或产量等传统绩效指标方面表现良好,而是设定一个目标,让员工在他们的直接环境中遇到生产问题,以避免库存积累,并有助于解决问题。相比之下,大规模生产是基于一项决策规则,即无论环境条件如何,都要求产量最大化。在大规模生产下,工人们被要求专注于自己的任务,而不是注意那些不能正常工作的机器。如果一个工人不能在一个周期内完成分配给他的任务,他就不得不离开工作不完整的地方,从而导致一个不符合规范的单元,而一个工人如果能够填补他们和相邻工作站之间的中间缓冲区,就被认为是一个优秀的表演者。我们在这里分析了三种TPS工具,它们被设计用来在下游需求减少时停止生产(要么是因为需求得到满足,要么是因为生产问题):jidoka(也称为“自动化”,或者人工操作的自动化)、andon和看板。Jidoka将人工干预与自动化相结合。当一台自动化机器出现问题时(例如,一个零件卡住了,没有材料了,或者没有对准),在jiidoka下,它被设计成自动停止并向附近的工人发出需要采取行动的信号。当信号发出时,工人要么解决问题,要么通知维修人员需要维修。与大规模生产的关键区别在于,工人亲自参与解决问题或沟通问题的存在,而不是忽视问题,专注于在工作站上最大化产出。 其次,这些经过精心校准的启发式方法产生了理性和有益的决策,为几十年后继续令人震惊的业绩水平做出了贡献。我们的思想实验是建立在这样一个理念之上的,即关键的TPS实践可以围绕启发式的选择、设计和校准进行概念化,以增加最终决策的生态合理性。我们上面的讨论
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引用次数: 1
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Journal of Operations Management
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