Phenomenology‐Based Ethnography for Management Studies and Organizational Analysis

This paper introduces phenomenology‐based ethnography as a novel ethnographic approach for research in management studies and organizational analysis and describes three methods that have been developed from this approach: life‐world analytical ethnography, focused ethnography and go‐along ethnography. Phenomenology‐based ethnography has emerged from developments in sociology that draw on ‘social phenomenology’ developed by Alfred Schütz. These developments involve the use of phenomenology‐based ethnographic methods that shift the focus of research onto participants’ subjective experiences of the field further than has been required by other ethnographic approaches. This paper uses a set of dimensions that allow a comparison of these phenomenology‐based methods’ aims, techniques of data collection and analysis, and required effort. These three methods are then compared with current ethnographic methods used in organizational research and management studies. The paper concludes with a discussion that explores and addresses the critique of how phenomenology‐based ethnography conceives the relationship between the researcher and the research subject.     

Theory as Fantasy: Emotional Dimensions to Grounded Theory

In this paper we discuss emotions and fantasies that inform and influence the project of theory building. Our argument is that theory building can be improved by engaging directly with emotions and with fantasies that are defensively and creatively generated by the researcher. Once acknowledged, these can be transformed into ideas and insights. We provide an example of the emotional dynamics surrounding a novice researcher's use of grounded theory within her doctoral research. We highlight three distinctive researcher fantasies of containment, coherence and purity associated with her experience of the method. We discuss how engagement with these fantasies deepened the researcher's analysis and thereby enhanced the process of building theory from the data. Therefore, our paper contributes to an understanding of how fantasies mobilized by such an open‐ended research method can help to refine our thinking about emerging theory.     

Paradoxes and Dual Processes: A Review and Synthesis

Paradox and dual‐process theories are used by management and organization researchers in studying a variety of phenomena across a wide range of management sub‐fields. Cognition is a focal point of both of these theories. However, despite their growing importance and shared areas of inquiry, these two theories have developed largely in isolation from each other. To address this lack of integration, the authors conducted a review and synthesis of relevant aspects of the paradox and dual‐process literatures. Focusing bidirectionally on how paradox theory informs dual‐process theory and how dual‐process theory informs paradox theory, they highlight the ‘nestedness’ of intuition and analysis in paradox (a paradox within paradoxical thinking). On the basis of the review and synthesis, they identify four themes (epistemological and ontological assumptions in the relationship between intuition and analysis; psychological and psychometric issues in the relationships between intuition and analysis; managers’ experiences of tensions between intuition and analysis; managers’ approaches to tensions between intuition and analysis) and introduce an integrative framework that assimilates these two perspectives and sets out an agenda for future research and implications for management.     

Putting Process (Back) In: Research on the Internationalization Process of the Firm

This paper provides a critique of existing research on the internationalization process of the firm and proposes an agenda for future inquiry. In recent years, process approaches have received increasing attention in management research, leading to a more refined understanding of the distinction between process and variance paradigms. We apply a process lens to a well‐established sub‐field of international business, namely the internationalization process of the firm. We review how this research tradition has evolved over four decades. The review commences with a reassessment of the seminal ‘stage models’ that date back to the 1970s. It then proceeds to classify subsequent research on the basis of whether it includes process data and/or process theorizing. It is found that the majority of studies in this review do not combine process data with process theorizing. We show how, even in studies that contain some process elements, a process approach is not always sustained throughout the paper. On the basis of this review, six research themes are proposed, which would form the basis for a process agenda for future research.     

Is it Just Me? Exploring Perceptions of Organizational Culture Change

A review of the literature on organizational culture change suggests that the field might benefit from studies combining both etic (researcher) and emic (employee) perspectives to examine individuals’ views regarding how and why their culture has changed. This paper seeks to deepen researchers’ knowledge of how individuals perceive organizational culture change by undertaking a two‐part study within an organization that has undergone planned cultural change initiatives. More specifically survey (i.e. etic view) data and interview (i.e. emic view) data are used to explore: (1) factors associated with (a) whether an individual will perceive that culture change has occurred, and (b) whether they categorize this change as for the better, for the worse or one that could not be categorized using these two labels; and (2) individuals’ rationales for why the culture has changed. The findings are mixed regarding the extent to which they support or refute existing research on organizational culture change.     

Eliciting Metaphor through Clean Language: An Innovation in Qualitative Research

This paper shows how an innovative method of questioning called Clean Language can enhance the authenticity and rigour of interview‐based qualitative research. We investigate the specific potential of Clean Language as a method for eliciting naturally occurring metaphors in order to provide in‐depth understanding of a person's symbolic world; despite substantial interest in metaphors in the field of organizational and management research there is a lack of explicit, systematic methods for eliciting naturally occurring metaphors. We also demonstrate how Clean Language can improve qualitative research more widely by addressing the propensity for researchers inadvertently to introduce extraneous metaphors into an interviewee's account at both data collection and interpretation stages. Data are presented from a collaborative academic–practitioner project in which Clean Language was used as a method of interviewing to elicit the metaphors of six mid‐career managers, relating to the way they experienced work–life balance. The first contribution of this paper is to demonstrate the potential of Clean Language for eliciting naturally occurring metaphors in order to provide in‐depth understanding of a person's symbolic world. The second contribution is to show how Clean Language can enhance the rigour and authenticity of interview‐based qualitative research more widely.     

The Management of Circulations: Biopolitical Variations after Foucault

This paper provides a review of the reception of Foucault's later work on biopolitics within management and organization studies and contrasts this with the reception of these ideas in sister fields of research in the social sciences. In his later work, Foucault developed original conceptions of power, including ‘biopolitics’, ‘the apparatus of security’ and ‘neo‐liberal governmentality’, which marked a departure from his conception of disciplinary power. This paper explores these concepts and elaborates the implications of these ideas for management studies. The structure of this argument is divided as follows. The first section outlines Foucault's concept of biopolitics and neo‐liberal governmentality, distinguishing these systems of control clearly from the concept of disciplinary power. The second section then undertakes a synthesis and evaluation of the extent to which these ideas have been developed within the field of management and organization studies. The final section provides a discussion of how these concepts have been used within other social sciences, distinguishing between three key approaches to their development in terms of: (a) the concept of governmentality; (b) the concept of immaterial labour; and (c) the concept of biocapital. Based on this analysis, a framework is developed which can serve as a basis for future research into the significance of these new biopolitical systems of control for management studies.     

Relativity Without Relativism: Reflexivity in Post-Paradigm Organization Studies

This paper shows how organization studies controls the subject through its use of representational devices. Different theoretical and methodological approaches may appear to offer epistemological guarantees concerning the validity of data about the research subject but they remain representations, beyond which we can know nothing except through representation. Research is not about wrenching truth from a recalcitrant 'reality': the devices it uses to represent its research subject create and control in the way they silence to give voice to aspects of that subject. All data are 'collaborative products' created in accordance with 'the practical procedures and background assumptions of the participating actors' (Knorr-Cetina, 1981). Thus the relations between research subject, researcher and the protocols that comprise the research process both embody and obscure power. For this reason, it is important that theory strives for a high degree of reflexivity (Marcus, 1994) in accounting for its own theorizing, as well as whatever it is that it theorizes about.
In this paper, we critically examine different research approaches, including those of Aston, to show the dangers that can arise when research is carried out without regard to reflexivity. We offer some criteria for carrying out reflexive research which, we believe, is one of the major challenges facing post-paradigm organization studies. As we shall see, reflexivity shows us how far we have come in the thirty years since Aston.     

Reinvigorating Research on Gender in the Workplace Using a Positive Work and Organizations Perspective*

Gender inequality is a widespread organizational challenge, however, research on gender in the workplace suffers from stagnation in mainstream management research. A positive work and organizations perspective has the capacity to augment problem‐focused gender research with new approaches to boosting gender equity. Yet, contributions that utilize such a perspective are sparsely spread across nearly two decades’ time and dozens of journals with differing disciplinary foci. This paper aims to reinvigorate gender research in management research by consolidating insights that have emerged through the application of a positive perspective. Therefore, we systematically review articles published in 21 management and psychological journals between 2001 and 2016. Four main themes emerged as drivers of gender research from a positive perspective: performance, social integration, well‐being, and justice/moral matters. The contributions within these themes highlight pathways to organizational flourishing through positive diversity and inclusion behaviors and practices. Thus, this paper provides a conceptual map for navigating and planning further research.     

Call My Bluff: Multiple Interpretations of an Organizational Process

This paper attempts to illustrate the value of interpreting organizational processes from a variety of perspectives. It demonstrates that this approach reflects the natural richness of organization and avoids the rather blinkered search for single-paradigm explanations. It does not seek to offer the answer, but rather some possible insights. By combining both actor and researcher frames, it sheds light upon a particular process of social interaction within an organization. Both the context, an NHS trust hospital, and the content, a significant change scenario, brings richness and relevance to the debate.
The paper outlines the macro and micro context before focusing on the interpretative methodological approach. The research involved collecting and analysing over thirty hours of taped, semi-structured interview discourse with senior and middle management and some junior staff. After describing the change initiative, an attempt at multi-skilling and the response of recipient actors to the proposals, the paper outlines three readings which seek to explain the events that occurred. The reader is invited to play the game 'Call my Bluff' and to choose the scenario that represents the most plausible explanation. The three interpretative frames employed are a managerial, a cultural and a political perspective. The paper concludes by raising some important issues in research, organizational change and the NHS.     

Evidence‐based Management in Practice: Opening up the Decision Process,Decision‐maker and Context

Evidence‐based management (EBM) has been subject to a number of persuasive critiques in recent years. Concerns have been raised that: EBM over‐privileges rationality as a basis for decision‐making; ‘scientific’ evidence is insufficient and incomplete as a basis for management practice; understanding of how EBM actually plays out in practice is limited; and, although ideas were originally taken from evidence‐based medicine, individual‐situated expertise has been forgotten in the transfer. To address these concerns, the authors adopted an approach of ‘opening up’ the decision process, the decision‐maker and the context (Langley et al. ( 1995 ). ‘Opening up decision making: the view from the black stool’, Organization Science, 6, pp. 260–279). The empirical investigation focuses on an EBM decision process involving an operations management problem in a hospital emergency department in Australia. Based on interview and archival research, it describes how an EBM decision process was enacted by a physician manager. It identifies the role of ‘fit’ between the decision‐maker and the organizational context in enabling an evidence‐based process and develops insights for EBM theory and practice.     

Decision-making Autonomy in UK International Equity Joint Ventures

This paper investigates approaches to decision making in international joint ventures (IJVs) from the perspectives of the transactions cost and resource‐based theories of the firm. In particular, the concept of autonomy in decision‐making in a sample of UK‐European equity joint ventures is examined. The study adopts a multi‐method personal interview and self‐administered questionnaire approach to examine managerial perceptions of decision‐making and autonomy in the parent firms and the joint venture. The findings show that there are differences in the perception of autonomy between each of the parent firms, and between the parent firms and the IJV management. When we unpack the nature of autonomy in detail, it is found that IJV managers have greater degrees of operational autonomy than strategic autonomy and that decision making by IJV managers takes place within the context of constraints set within the IJV's business plan. This confirms the transaction cost theory which posits that key internal markets (for management, technology and capital) will be under parent control and also supports the resource based view that key capabilities are protected under the business plan established by the parent firms. The influence on IJV autonomy of the moderating variables IJV performance and IJV duration are also examined.     

Gay Male Academics in UK Business and Management Schools: Negotiating Heteronormativities in Everyday Work Life

This paper contributes to a neglected topic area about lesbian, gay, bisexual and trans people's employment experiences in UK business and management schools. Drawing on queer theory to problematize essentialist notions of sexuality, we explore how gay male academics negotiate and challenge discourses of heteronormativity within different work contexts. Using in‐depth interview data, the paper shows that gay male academics are continually constrained by heteronormativity in constructing viable subject positions as ‘normal’, often having to reproduce heteronormative values that squeeze opportunities for generating non‐heteronormative ‘queer’ sexualities, identities and selves. Constructing a presence as an openly gay academic can invoke another binary through which identities are (re)constructed: as either ‘gay’ (a cleaned up version of gay male sexuality that sustains a heteronormative moral order) or ‘queer’ (cast as radical, disruptive and sexually promiscuous). Data also reveal how gay men challenge organizational heteronormativities through teaching and research activities, producing reverse discourses and creating alternative knowledge/power regimes, despite institutional barriers and risks of perpetuating heteronormative binaries and constructs. Study findings call for pedagogical and research practices that ‘queer’ (rupture, destabilize, disrupt) management knowledge and the heterosexual/homosexual binary, enabling non‐heteronormative voices, perspectives, identities and ways of relating to emerge in queer(er) business and management schools.     

Boardroom Operational and Financial Control: an Insider View*

This study examines the control processes and their dynamics at the board level of two non‐profit organizations with a view to penetrating and exploring directors' control orientations, discourse and decisions in their holistic context. In comparison with the predominantly survey‐ and interview‐based prior research on board‐level control, this study offers a distinctly processual view through its employment of a longitudinal complete member researcher participant observer methodology. Three primary themes of boardroom control focus are identified and analysed. These are control reporting, director's control orientation and the board's budgetary control approach. Directors' strategic orientation is found to be the primary driver of their exercise of control, with reporting systems and routine monitoring emerging as adjuncts to their primary strategic control focus. Strategy‐triggered control activity exhibits itself largely via directors' cost–benefit and risk management analyses communally developed in the course of board meeting exchanges.     

A conceptual framework for evaluating designs for corporate innovation

Innovation is becoming mandatory for an increasing number of organizations in order to sustain competitive advantage. This paper explores how designs for corporate entrepreneurship fit within other dimensions of a strategy configuration. To do this, first, seven innovation-related problems are diagnosed. The specific problem patterns arising in three representative approaches to corporate innovation efforts (internal research and development, joint ventures, and acquisition) are discussed. Next, issues related to strategy configuration are examined. The problem-accommodating characteristics associated with specific environmental domain choices and with two routes to competitive advantage are proposed. Hypotheses that reflect the problem characteristics of innovation approaches with the problem propensities resulting from organizational choices of domain and competitive advantages are offered. Specific directions for future research, as well as the practical applications of these concepts, are discussed.     

Boards of Directors in Family Businesses: A Literature Review and Research Agenda

This paper offers a review of the theoretical and empirical literature addressing boards of directors within the unique organizational setting of family businesses. By reviewing and structuring past research, this paper aims to improve the understanding of how family involvement in firms affects the roles and behaviours of boards. The review of the literature is structured according to the family business board's two primary tasks as an internal administrative body, namely the exercise of control and the provision of advice. For both board tasks, theoretical perspectives and the match between theory and empirical findings will be discussed. The review concludes by offering an integrative discussion of the relevant theories and by highlighting the need for multi‐theoretic, process and contextualized approaches in future research on boards of directors in family businesses.     

Exploring the use of QPID: A collaborative study of B2B in the automotive industry

Deep and grounded understanding of complex socio-technical phenomena, such as business-to-business (B2B) information systems, requires a collaborative process of enquiry where the researcher works with practitioners to make sense and establish meaning. This suggests the need for interventionary approaches, such as action research and action case, supported by a method of notation for describing a co-constructed reality to make sense of inter-organizational settings and to undertake cross-case comparisons. This paper tests the conjecture that systems thinking and the qualitative politicized influence diagram (QPID) are an appropriate lens through which to study B2B information systems. It demonstrates how the QPID workshop is valuable in inter-organizational studies as a practical and appropriate method of collaborative investigation. The paper concludes by raising issues for research methodology in terms of limitations of the research method, recommendations for further development, and future plans for incorporating multiple partners in industry-level research.     

Search and Recombination Process to Innovate: A Review of the Empirical Evidence and a Research Agenda

The view of innovation as a process of searching and recombining existing knowledge elements has been adopted in several industries. The innovation management literature has recognized the fundamental role that search and recombination play in innovation development. However, the relevant research has provided complex, fragmented and mixed results. The authors aim to identify areas of convergence and provide directions for future research by collecting empirical evidence regarding how firms conduct the search and recombination process. They conducted a systematic literature review of 87 empirical articles in the innovation management field. The review reveals differences among the solutions adopted both within and across organizational boundaries. Specifically, it shows that the variety and diversity of knowledge elements are critical in creating breakthrough innovations. Therefore, this paper discusses how to provide access to a variety of knowledge elements. It also highlights other fundamental questions calling for further investigation, such as how scientific knowledge elements are successfully recombined and how recombination and search dynamics occur in small and medium‐sized firms. The review concludes by summarizing the current state of affairs and suggests promising directions for future investigation.     

Perceived Value of the Mass‐Customized Product and Mass Customization Experience for Individual Consumers

The operations management literature on mass customization mainly focuses on the questions of whether and how manufacturers can efficiently deliver customization. Researchers have analyzed the trade‐offs between customization and dimensions of operational performance such as delivery times, quality, and costs. However, we argue that providing efficient customization is not sufficient per se to assess the value of mass customization. From this perspective, this paper focuses on complementary mechanisms for creating value: the benefits perceived by individual consumers. Two global components of perceived value within the context of mass customization are identified: mass‐customized product, with three dimensions, and mass customization experience, with two dimensions. The Consumer‐Perceived Value Tool (CPVT) is proposed to empirically measure the five perceived benefits related to the mass‐customized product and to the codesign process from the consumer viewpoint. The psychometric properties of the CPVT are assessed using three samples. The implications of this approach are discussed, along with directions for further research.     

Knowledge Management in Strategic Alliances: A Review of Empirical Evidence

Knowledge‐related and organizational learning processes in alliances have received much attention throughout the last 25 years. The field has generated a rapidly growing body of empirical evidence on how knowledge is managed in alliances. However, the sphere is highly complex, fragmented, incoherent, and heterogeneous in terms of the theoretical approaches applied. This paper presents an integrative and organizing framework for the empirical literature on knowledge management in strategic alliances. It illustrates how the knowledge management outcomes of knowledge creation, transfer and application are determined by four distinct sets of factors: knowledge characteristics, partner characteristics, partner interaction, and active knowledge management. Based on this framework, this review analyses and integrates empirical evidence in order to identify where findings converge and where results conflict. So far, research has focused strongly on singular interrelations between these four sets of factors and the transfer of knowledge. Conversely, the questions of how knowledge is created, retained, retrieved and applied and how the interplay of the different factors affects knowledge management in strategic alliances remain widely unexplored. The review concludes with a summary of the current state of the art in empirical research and discusses some promising avenues for future investigation.