We investigate the impact of Typhoon Lekima, a source of environmental uncertainty, on delivery performance, utilizing data from RiRiShun Logistics. We apply a staggered difference-in-differences model across low-complexity and high-complexity supply chains. The analysis uncovers distinct dynamics throughout the typhoon's forecast, active, and recovery phases. Notably, the active phase experiences less disruption in delivery performance compared to the forecast phase, owing to RiRiShun's wait-and-see policy. This approach leads to order accumulation but subsequently enables more effective resource allocation. In the recovery phase, high-complexity supply chains demonstrate significant improvements, surpassing pre-disaster performance levels. The study further emphasizes the critical role of two response mechanisms in managing high-complexity supply chains. Increasing throughput efficiencies at destination centers and implementing transfer centers prove effective in enhancing delivery performance during both the forecast and active phases. However, the simultaneous application of these response mechanisms during the forecast phase unexpectedly reduces performance.
{"title":"Steering through the storm: Environmental uncertainty and delivery performance","authors":"Joshua Ignatius, Rui Li, Yunqiang Yin, Kunze Jia","doi":"10.1002/joom.1331","DOIUrl":"10.1002/joom.1331","url":null,"abstract":"<p>We investigate the impact of Typhoon Lekima, a source of environmental uncertainty, on delivery performance, utilizing data from RiRiShun Logistics. We apply a staggered difference-in-differences model across low-complexity and high-complexity supply chains. The analysis uncovers distinct dynamics throughout the typhoon's forecast, active, and recovery phases. Notably, the active phase experiences less disruption in delivery performance compared to the forecast phase, owing to RiRiShun's wait-and-see policy. This approach leads to order accumulation but subsequently enables more effective resource allocation. In the recovery phase, high-complexity supply chains demonstrate significant improvements, surpassing pre-disaster performance levels. The study further emphasizes the critical role of two response mechanisms in managing high-complexity supply chains. Increasing throughput efficiencies at destination centers and implementing transfer centers prove effective in enhancing delivery performance during both the forecast and active phases. However, the simultaneous application of these response mechanisms during the forecast phase unexpectedly reduces performance.</p>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"70 8","pages":"1286-1309"},"PeriodicalIF":6.5,"publicationDate":"2024-09-17","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"142253054","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}
Sriram Thirumalai, Sarv Devaraj, Tyson R. Browning
We focus on two of the many sources of uncertainty in healthcare operations, mix uncertainty – the variation in the complexity of care required by the patient mix, and volume uncertainty – the variation in the volume of care demanded by the patient population. Using an interdisciplinary perspective, we study the impact of mix and volume uncertainties on two important healthcare outcomes, length of stay and number of procedures, along with the mitigation impacts of the operational concepts of related focus and utilization levels. Based on large dataset of 830,853 patient discharges in 26 clinical departments across 731 hospitals in five U.S. Midwest states, our results indicate that mix and volume uncertainties each have a significant impact on patient care. We also find that related focus and department utilization levels have a mitigating effect on uncertainty in healthcare settings. Lastly, we find considerable heterogeneity in the effects of uncertainty across hospital types and departments. We discuss key research and managerial implications of our findings.
{"title":"Uncertainty in healthcare operations: How hospitals weather the perfect storm","authors":"Sriram Thirumalai, Sarv Devaraj, Tyson R. Browning","doi":"10.1002/joom.1327","DOIUrl":"10.1002/joom.1327","url":null,"abstract":"<p>We focus on two of the many sources of uncertainty in healthcare operations, <i>mix uncertainty</i> – the variation in the complexity of care required by the patient mix, and <i>volume uncertainty</i> – the variation in the volume of care demanded by the patient population. Using an interdisciplinary perspective, we study the impact of <i>mix and volume uncertainties</i> on two important healthcare outcomes, <i>length of stay</i> and <i>number of procedures</i>, along with the mitigation impacts of the operational concepts of <i>related focus</i> and <i>utilization</i> levels. Based on large dataset of 830,853 patient discharges in 26 clinical departments across 731 hospitals in five U.S. Midwest states, our results indicate that <i>mix and volume uncertainties</i> each have a significant impact on patient care. We also find that related focus and department utilization levels have a mitigating effect on uncertainty in healthcare settings. Lastly, we find considerable heterogeneity in the effects of uncertainty across hospital types and departments. We discuss key research and managerial implications of our findings.</p>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"70 8","pages":"1194-1212"},"PeriodicalIF":6.5,"publicationDate":"2024-09-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1002/joom.1327","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"142193438","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}
As the world becomes increasingly reliant on open-source software (OSS) development platforms, collaborative communication networks are becoming more complex, resulting in non-trivial effects on project performance. This study examines the impact of communication network characteristics on project performance, measured in terms of the number of issues closed within OSS projects. Additionally, this research examines how this project outcome is affected by project managers' active participation in these communication networks. Using a panel dataset of 1599 projects spanning 104 weeks, with a total of 120,243 observations, we find that the density of communication network has an inverted U-shaped relationship with project performance, that is, as the density of the communication network formed by team member interactions increases, project performance initially increases but then starts to decrease. Meanwhile, a project manager's participation in the communication network has no direct positive impact on project performance, but it flattens the inverted U-shaped relationship, that is, it reduces the rate of decrease in project performance after the density of the communication network formed by project team members crosses the inflection point. These results provide valuable insights into the dynamics of communication networks in OSS projects and can help develop strategies for improving project performance.
随着全球越来越依赖开源软件(OSS)开发平台,协作通信网络也变得越来越复杂,从而对项目绩效产生了非同小可的影响。本研究以开放源码软件项目中关闭问题的数量为衡量标准,探讨了通信网络特征对项目绩效的影响。此外,本研究还探讨了项目经理积极参与这些交流网络对项目成果的影响。我们使用了一个包含 1599 个项目、跨度为 104 周、共 120,243 个观察值的面板数据集,发现沟通网络的密度与项目绩效呈倒 U 型关系,即随着团队成员互动形成的沟通网络密度的增加,项目绩效最初会增加,但随后开始下降。同时,项目经理参与沟通网络对项目绩效没有直接的积极影响,但会使倒 U 型关系趋于平缓,即在项目团队成员形成的沟通网络密度越过拐点后,会降低项目绩效的下降率。这些结果为了解开放源码软件项目中沟通网络的动态提供了有价值的见解,有助于制定提高项目绩效的策略。
{"title":"Collaborative dynamics in open source software development: Unveiling the influence of team interaction and the role of project manager","authors":"Sukrit Pal, Anand Nair, Zhiya Zuo","doi":"10.1002/joom.1324","DOIUrl":"10.1002/joom.1324","url":null,"abstract":"<p>As the world becomes increasingly reliant on open-source software (OSS) development platforms, collaborative communication networks are becoming more complex, resulting in non-trivial effects on project performance. This study examines the impact of communication network characteristics on project performance, measured in terms of the number of issues closed within OSS projects. Additionally, this research examines how this project outcome is affected by project managers' active participation in these communication networks. Using a panel dataset of 1599 projects spanning 104 weeks, with a total of 120,243 observations, we find that the density of communication network has an inverted U-shaped relationship with project performance, that is, as the density of the communication network formed by team member interactions increases, project performance initially increases but then starts to decrease. Meanwhile, a project manager's participation in the communication network has no direct positive impact on project performance, but it flattens the inverted U-shaped relationship, that is, it reduces the rate of decrease in project performance after the density of the communication network formed by project team members crosses the inflection point. These results provide valuable insights into the dynamics of communication networks in OSS projects and can help develop strategies for improving project performance.</p>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"70 7","pages":"1076-1099"},"PeriodicalIF":6.5,"publicationDate":"2024-08-31","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1002/joom.1324","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"142193439","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}
Peijian Song, Li Zuo, Xiaosong (David) Peng, Eric (Er) Fang
Brand retailers are increasingly offering product personalization to accommodate the requests of individual customers. While prior research has examined product personalization from a customer's or a manufacturer's perspective, this study focuses on product personalization from a brand retailer's perspective. Under product personalization, brand retailers that outsource production to upstream suppliers face two significant challenges: product returns from downstream customers, and personalization costs charged by upstream suppliers. Employing an analysis of transaction data from an online women's wedding dress firm, this study finds that as product requests increase (i.e., more product features must be modified), personalization costs increase, but the likelihood of product returns decreases. Additionally, as time requests increase (i.e., delivery is more urgent), the likelihood of product returns increases. Furthermore, relationship-specific process control exacerbates (i) the effect of product requests on personalization costs, and (ii) the effect of time requests on the likelihood of product returns. Finally, relationship-specific outcome control and transaction-specific control alleviate the impact of time requests on the likelihood of product returns while exacerbating the effect of product requests on personalization costs. The findings suggest that retailers can realize greater benefits from product personalization by selecting control mechanisms tailored to personalization requests.
{"title":"Product personalization and brand retailer performance: The critical role of brand retailer-upstream supplier control","authors":"Peijian Song, Li Zuo, Xiaosong (David) Peng, Eric (Er) Fang","doi":"10.1002/joom.1328","DOIUrl":"10.1002/joom.1328","url":null,"abstract":"<p>Brand retailers are increasingly offering product personalization to accommodate the requests of individual customers. While prior research has examined product personalization from a customer's or a manufacturer's perspective, this study focuses on product personalization from a brand retailer's perspective. Under product personalization, brand retailers that outsource production to upstream suppliers face two significant challenges: product returns from downstream customers, and personalization costs charged by upstream suppliers. Employing an analysis of transaction data from an online women's wedding dress firm, this study finds that as product requests increase (i.e., more product features must be modified), personalization costs increase, but the likelihood of product returns decreases. Additionally, as time requests increase (i.e., delivery is more urgent), the likelihood of product returns increases. Furthermore, relationship-specific process control exacerbates (i) the effect of product requests on personalization costs, and (ii) the effect of time requests on the likelihood of product returns. Finally, relationship-specific outcome control and transaction-specific control alleviate the impact of time requests on the likelihood of product returns while exacerbating the effect of product requests on personalization costs. The findings suggest that retailers can realize greater benefits from product personalization by selecting control mechanisms tailored to personalization requests.</p>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"70 7","pages":"1100-1125"},"PeriodicalIF":6.5,"publicationDate":"2024-08-29","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"142193440","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}
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
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, 2019). 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., 2021; Staats et al., 2017), retail operations (Chuang et al., 2016; Craig et al., 2016) and recycling (McKie et al., 2024). 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.
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., 2021; Anderson & Chandrasekaran, 2024; Shah & Ward, 2003; Sterman et al., 2002). 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.
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}