Measurement Equivalence Using Generalizability Theory: An Examination of Manufacturing Flexibility Dimensions

As the field of decision sciences in general and operations management in particular has matured from theory building to theory testing over the past two decades, it has witnessed an explosion in empirical research. Much of this work is anchored in survey‐based methodologies in which data are collected from the field in the form of scale items that are then analyzed to measure latent unobservable constructs. It is important to assess the invariance of scales across groups in order to reach valid, scientifically sound conclusions. Because studies have often been conducted in the field of decision sciences with small sample sizes, it further exacerbates the problem of reaching incorrect conclusions. Generalizability theory can more effectively test for measurement equivalence in the presence of small sample sizes than the confirmatory factor analysis (CFA) tests that have been conventionally used for assessing measurement equivalency across groups. Consequently, we introduce and explain the generalizability theory (G‐theory) in this article to examine measurement equivalence of 24 manufacturing flexibility dimension scales that have been published in prior literature and also compare and contrast G‐theory with CFA. We show that all the manufacturing flexibility scales tested in this study were invariant across the three industry SIC groups from which data were collected. We strongly recommend that G‐theory should always be used for determining measurement equivalence in empirical survey‐based studies. In addition, because using G‐theory alone does not always reveal the complete picture, CFA techniques for establishing measurement equivalence should also be invoked when sample sizes are large enough to do so. Implications of G‐theory for practice and its future use in operations management and decision sciences research are also presented.     

Manufacturing Practices and Strategy Integration: Effects on Cost Efficiency,Flexibility, and Market‐Based Performance

Manufacturing plant managers have sought performance improvements through implementing best practices discussed in World Class Manufacturing literature. However, our collective understanding of linkages between practices and performance remains incomplete. This study seeks a more complete theory, advancing the idea that strategy integration and enhanced manufacturing capabilities such as cost efficiency and flexibility serve as intermediaries by which practices affect performance. Hypotheses related to this thesis are tested using data from 57 North American manufacturing plants that are past winners and finalists in Industry Week's“America's Best” competition ( Drickhamer, 2001 ). The results suggest that strategy integration plays a strong, central role in the creation of manufacturing cost efficiency and new product flexibility capabilities. Furthermore, strategy integration moderates the influences of product‐process development, supplier relationship management, workforce development, just‐in‐time flow, and process quality management practices on certain manufacturing capabilities. In turn, manufacturing cost efficiency and new product flexibility capabilities mediate the influence of strategy integration on market‐based performance. These findings have implications for practice and for future research.     

地方性知识：通往学术自主性的自由之路——“管理学在中国”之我见

管理学在中国实际上是有关中国社会科学自主性在管理学界的体现。随着中国社会经济的迅速发展和国家地位的提高,有关管理学地方性知识已成为中国管理学者必须认真考虑和对待的科学研究任务,但该门知识的科学化、规范化程度很低,尚停留在经验式的水准,所以应提倡对中国管理现象的研究,相应地需要改变现有的管理学学术研究制度和考核方式,鼓励中年尤其是青年研究者从事较为长期的研究工作。     

中国管理实践导向的管理科学与工程理论与方法

本文通过文献评述、专家调查和典型案例分析,试图解释中国管理实践导向的管理科学与工程学科学术研究的基本特点和发展趋势。结果表明,近年来基于中国数据、中国案例和中国经验的管理学术研究成果越来越多。这些研究考虑了中国国情、国家战略、制度和文化等因素,也反映出中国情景下管理科学与工程研究的复杂性和学科交叉性等特点。同时,针对“基于我国领跑工程的管理科学与工程研究”、“面向‘卡脖子’技术的管理科学与工程研究”两个领域的关键科学问题和未来发展进行了初步探讨。     

创业研究回顾与展望

创业实践因新兴技术驱动的经济社会环境变革而发生了重大变化,涌现出了不少组织和战略理论甚至是创业研究也难以回答的新现象和新问题,这些现象和问题在中国情境下表现得非常突出,但并没有引起学者们的足够重视。基于此,本文采用扎根理论的编码设计,开展2008~2018年间发表的1842篇国际顶级创业研究文献的统计分析,在描述和评价研究主题发展态势和进展基础上,归纳出以创业前因、创业实施、创业结果与创业情境为体系的创业研究主题框架,进一步提出未来研究趋势和中国情境下开展创业研究的建议。研究结果对于推动我国创业研究的深化发展并开展具有国际学术影响力的高水平研究有着重要的理论价值。     

Supplier‐Switching Inertia and Competitive Asymmetry: A Demand‐Side Perspective*

Building on strategic management, operations strategy, and supplier management literatures, this article presents a framework for supplier selection from the demand‐side perspective. We highlight the role of a purchasing firm's switching inertia in the supplier‐selection process and demonstrate the usefulness of our framework for the industrial automation industry. Empirical data for this study was collected from 171 corporate and plant‐level executives in pharmaceutical, chemical, and paper‐and‐pulp manufacturing industries in the United States. A series of Web‐based individually customized discrete choice experiments asked the respondents to either switch to the new supplier or stay with the existing supplier. Based on the results of these experiments, we demonstrate the existence of switching inertia in the supplier‐selection process and discuss the managerial implications for incumbent and challenger supplier firms.     

The Financial Impact of FSC Certification in the United States: A Contingency Perspective

This article focuses on an important and emergent standard for sustainable operations management: the Forest Stewardship Council (FSC) certification. Unlike similar certifications, its focus is on the entire upstream supply chain, reflecting the criticality of supply chain management to ensure sustainable products. We investigate the financial impact from FSC certification, offering valuable decision support for managers considering this certification. Taking a contingency perspective, we view a firm's supply chain position and its prior certification to the ISO 14001 standard as influencing the results. Drawing on signaling theory, we suggest that firms farther downstream in the supply chain realize significantly greater abnormal financial performance benefits than firms upstream in the supply chain. We further hypothesize that firms that were not ISO 14001 certified at the time of FSC certification realize significantly greater abnormal financial performance benefits than firms that did have the ISO 14001 certification. To test these hypotheses, we utilize financial data of all publicly traded firms in the United States that have obtained the FSC certification, and assess whether FSC certification leads to abnormal performance benefits considering the above contingencies. Data collected from the FSC Certificate Database and Compustat, employed in an event study, provide support for our hypotheses. Overall, our findings contribute to research on decision making in the context of sustainable operations management, and offer a plausible explanation for contradictory results in prior studies. We highlight the applicability of signaling theory to decision sciences research, and stress the need to consider contingencies in sustainability management research.     

The Effect of Geographic Proximity to Unconventional Oil and Gas Development on Public Support for Hydraulic Fracturing

With the rapid growth of unconventional oil and natural gas development transforming the U.S. economic and physical landscape, social scientists have increasingly explored the spatial dynamics of public support for this issue—that is, whether people closer to unconventional oil and gas development are more supportive or more opposed. While theoretical frameworks like construal‐level theory and the “Not in My Backyard” (or NIMBY) moniker provide insight into these spatial dynamics, case studies in specific locations experiencing energy development reveal substantial variation in community responses. Larger‐scale studies exploring the link between proximity and support have been hampered by data quality and availability. We draw on a unique data set that includes geo‐coded data from national surveys (nine waves; n  = 19,098) and high‐resolution well location data to explore the relationship between proximity and both familiarity with and support for hydraulic fracturing. We use two different measures of proximity—respondent distance to the nearest well and the density of wells within a certain radius of the respondent's location. We find that both types of proximity to new development are linked to more familiarity with hydraulic fracturing, even after controlling for various individual and contextual factors, but only distance‐based proximity is linked to more support for the practice. When significant, these relationships are similar to or exceed the effects of race, income, gender, and age. We discuss the implications of these findings for effective risk communication as well as the importance of incorporating spatial analysis into public opinion research on perceptions of energy development.     

Bridging Practice and Theory: A Design Science Approach

Despite ambitious efforts in various fields of research over multiple decades, the goal of making academic research relevant to the practitioner remains elusive: theoretical and academic research interests do not seem to coincide with the interests of managerial practice. This challenge is more fundamental than knowledge transfer, it is one of diverging knowledge interests and means of knowledge production. In this article, we look at this fundamental challenge through the lens of design science, which is an approach aimed primarily at discovery and problem solving as opposed to accumulation of theoretical knowledge. We explore in particular the ways in which problem‐solving research and theory‐oriented academic research can complement one another. In operations management (OM) research, recognizing and building on this complementarity is especially crucial, because problem‐solving–oriented research produces the very artifacts (e.g., technologies) that empirical OM research subsequently evaluates in an attempt to build explanatory theory. It is indeed the practitioner—not the academic scientist—who engages in basic research in OM. This idiosyncrasy prompts the question: how can we enhance the cross‐fertilization between academic research and research practice to make novel theoretical insights and practical relevance complementary? This article proposes a design science approach to bridge practice to theory rather than theory to practice.     

Stakeholder Actions and Their Impact on the Organizational Cultures of Two Tobacco Companies

We link the behaviors of executives and lawyers in two tobacco companies, in defending their tobacco products to the actions of stakeholders (e.g., the U.S. Government and Congress, medical researchers, consumers, public‐health organizations, tobacco‐control advocates, and insiders who have spoken out). Included in our analysis, which is based on publicly available documents spanning over a period of almost six decades, are critical incidents in which moral disengagement tactics were applied in the decision‐making process. We infer that the disengagement tactics applied by tobacco decision makers are indicative of what Schein and other organizational scientists describe as organizational culture. We equate the critical incidents to the espoused beliefs and values and underlying assumptions which comprise organizational culture and explain that the cultures of these two tobacco companies are not consistent with the stakeholder theory of management. We conclude that the critical incidents we analyze were immoral and the representatives were indeed accountable for these behaviors. From an organizational change perspective, we discuss how analyzing these critical incidents can serve to assess the extent to which an organizational culture is ethical. Furthermore, these critical incidents can be fed back to organizational decision makers and can then be used to initiate organizational changes.     

A Decisional Framework of Offshoring: Integrating Insights from 25 Years of Research to Provide Direction for Future*

Mirroring the growing trend for firms to support their operations by locating activities abroad, research on the practice of offshoring has increased considerably in recent years. However, despite the mounting research, understanding of the key factors influencing decision‐making for offshoring remains surprisingly limited due to fragmentation. In this study, we synthesize and integrate insights from different research domains in order to develop a comprehensive decisional framework for key offshoring decisions. The integrative decisional framework is based on a systematic review of offshoring research published in the most influential management and business journals in the past 25 years. In addition to providing a snapshot of the state of research on decision‐making for offshoring, this study aims to stimulate future research by identifying promising research opportunities. In particular, we propose that future research should use alternative theories to incorporate overlooked aspects of decision‐making, integrate different theories to account for the interdependencies between decisions, and adopt a portfolio perspective that considers each decision as part of an overall offshoring strategy.     

Electronic Intermediary Functional Roles and Profitability

Internet start‐ups and traditional firms expanding existing offerings and services through the Net have seen both success and failure. For such business model pursuits, electronic intermediation possesses the ability to cultivate new marketplaces and restructure supply chains. The economic literature identifies four distinct intermediary roles, specifically: (i) information and (ii) logistics management, (iii) transaction securitization, as well as (iv) insurance/market‐making and liquidity management. Research notes that electronic intermediaries, while possessing clear advantages in their ability to manage information, face greater challenges in allowing parties to benefit from the facilitation of more complex coordination activities, namely transaction securitization in addition to insurance/market‐making and liquidity management. In an effort to better understand pursuit of functional intermediary roles, our analysis of data collected on 182 electronic intermediaries explores relationships between intermediation roles and profitability. Business models relying solely upon the provision of information management are likely to realize lower levels of profitability. Alternately, the intermediary roles of logistics management as well as insurance/market‐making and liquidity management realize higher levels of profitability. Moreover, when comparing commodity‐ and service‐based intermediaries, the provision of logistics management on the part of commodity‐based firms sees higher levels of profitability, with insurance and liquidity provisions associated with greater profitability for both commodity‐ and service‐based firms. Finally, when contrasting traditional firms expanding operations in digital markets with Internet pure‐plays, we find transaction securitization functions increase the likelihood of realizing greater profitability for non‐Internet pure‐plays.     

The Use of Latent Semantic Analysis in Operations Management Research

In this article, we introduce the use of Latent Semantic Analysis (LSA) as a technique for uncovering the intellectual structure of a discipline. LSA is an emerging quantitative method for content analysis that combines rigorous statistical techniques and scholarly judgment as it proceeds to extract and decipher key latent factors. We provide a stepwise explanation and illustration for implementing LSA. To demonstrate LSA's ability to uncover the intellectual structure of a discipline, we present a study of the field of Operations Management. We also discuss a number of potential applications of LSA to show how it can be used in empirical Operations Management research, specifically in areas that can benefit from analyzing large volumes of unstructured textual data.     

Special Research Focus on Supply Chain Linkages: Challenges for Design and Management in the 21st Century*

Supply chain management is a central and important area for academic research due to its impact on firms competing in today's global economy. Managing the flow of materials from supply sources to the ultimate customer represents a major challenge for today's managers. To assist managers, the concept of supply chain management has been adopted by many business leaders as an important way to assist in designing, planning, and controlling the network of facilities and tasks that comprise the many stages of the supply chain. In turn, the flow of academic research in the area has increased to provide a better set of guidelines for effective implementation and execution. This article sets the stage for recently completed research concentrating on supply chain management issues. First, a definition of supply chain management is provided and compared to recent usage in this area and logistics management. Also, a framework is provided that structures this dynamic and complex management task. Second, a review of past research is presented to illustrate the many paths supply chain management has traveled, and important contributions to supply management understanding and decision making. Third, recently completed research articles are introduced that have been selected to be part of this special issue of Decision Sciences. And fourth, future research directions for supply chain management that need to be pursued by interested investigators are discussed.     

An empirical study of transformational leadership,team performance and service quality in retail banks

The discipline of operations management (OM) has long been offering differing quantitative techniques for improving the efficiency of banking operations. However, there has been a trend in recent years that operations and services of the banking industry are becoming more diverse and unstructured, rendering many traditional OM quantitative techniques less effective in performance improvement. By integrating the literature on banking operations, service quality, leadership style and work teams, we argue that leadership style and team performance are crucial concerns determining the service quality performance of today's banking operations in a team setting. Using data collected from 192 employees from 32 operational teams (a leader and five members in each team) in 15 retail banks in Macau, China, we investigated whether the five dimensions of transformational leadership have an impact on team performance with respect to team cohesion, team leader job satisfaction and team competence; and whether the dimensions of team performance have an impact on such service quality dimensions as reliability and responsiveness. We found that one of the dimensions of transformational leadership and two of the dimensions of team performance have a significant impact on service quality. We discuss the implications of the findings for research and practise.     

管理科学基金项目申请增长情况与原因分析

进入新世纪以来,管理科学部基金申请和资助项目数量连续快速增长,但在学科各领域的增长速率是不均衡的,前30名的依托单位承担了超过40%的申请和50%以上的受资助项目.申请项目连续增长既有社会需求强烈、学科本身发展成长的原因,也有部分申请者对学科界限认识不清的问题.今后应在基金管理工作中更加注重规范和质量,加强学科宣传和项目后期管理,完善科学基金特别是对管理科学的资助政策.     

Theory Development in Operations Management: Extending the Frontiers of a Mature Discipline via Qualitative Research

This invited paper discusses theory development in operations management. Many stellar researchers have made excellent contributions to theory development in our field. Operations management is a maturing discipline. Recently, theory driven empirical research has become common in top‐tier journals in our field. Impelled by this trend and due to the path dependency of research, in general, researchers have examined operations phenomena using theories from management and organizational science. How do we extend the frontiers of knowledge in our maturing discipline? How do we develop theories within the field of operations management? In examining some of the seminal ideas that have shaped our field, a common characteristic is that they relied on observational studies and conceptual reasoning. Is it time for us to stress the usefulness of qualitative research methods in our field? Could this lead to an intellectual renewal in our field and extend the frontier of a maturing discipline? This paper explores these questions and advances the notion that qualitative analysis needs to be emphasized more than it has been in recent past. This paper is meant to provoke discussion among empirical researchers in operations management.