OR/MS methodology—A conceptual framework

Many authors deal, explicitly or implicitly, with OR/MS methodology and the term ‘methodology’ has gained such an inclusive connotation that it comes to denote nothing in particular. This has diluted the analytical precision of OR/MS ‘methodology’ as well as its practicability. Therefore an attempt to form a conceptual framework for OR/MS methodology will be presented. This framework consists of seven components addressing specific methodological aspects: each component has specific properties which distinguish it from the others; all of them together form a consistent hierarchy suitable to aid the successful development and implementation of OR/MS methods.     

The status of the systems approach

This paper is an assessment of the attempts by Ackoff, Beer and Churchman to provide a justification for the claim that OR is a science. These writers tackle the problem using the philosophies of positivism, pragmatism and conventionalism/idealism in an attempt to build an ideal scientific methodology for OR. The conclusions reached are that no such methodology can exist and that philosophy confuses rather than clarifies the nature of OR as a science. The weakness of the philosophical approach to some of the problems faced by OR is demonstrated through a discussion of Ackoff and Emery's analysis ‘On Purposeful Systems’. An outline is given of an alternative framework through which the problems of practising OR can more fruitfully be viewed.     

Mapping the changes in management science: A review of ‘soft’ OR/MS articles published in Omega (1973–2008)

The paper proposes a framework to map the development of management science (MS) and uses it to survey the MS literature published in Omega, the International Journal of Management Science. The management science discourse over the last 35 years is mapped in four paradigms: (1) optimisation/normative; (2) interpretative/learning; (3) critical; and (4) a post-modern management science approach. Using a set of keywords and authors’ names associated with the main features of each MS discourse, articles published between 1973 and 2008 are grouped. Results seem to suggest that Omega, a US-based journal, has been mainly developing publications under the optimisation paradigm; only very few papers adhering to the interpretative/learning and critical paradigms have been given space in Omega. The handful of papers from the interpretative paradigm are seen as attempts of UK-based academics to open some space for ‘soft’ operational research (OR) or ‘problem structuring methods’ in a positivistic outlook that seems to pervade US management science practice. Results of the survey and features of MS literature published in Omega are discussed. The paper aims to raise awareness amongst management scientist, systems and operational researchers of the differences between the MS/OR practice in both countries.     

DESIGN OF AN M.B.A. SEMINAR ON THE IMPLEMENTATION OF OPERATIONS RESEARCH/MANAGEMENT SCIENCE *

This paper reports on an innovative seminar in which implementation of operations research and management science was the primary theme. Traditional educational strategies have sought to improve OR/MS acceptance by further exposing managers and management scientists to OR/MS techniques and management problems respectively. The present approach assumes that an understanding of the barriers to successful implementation and a knowledge of possible strategies for overcoming them are potentially more productive than the study of more OR/MS techniques. The seminar was designed to combine straightforward reading and discussion with empirical research on actual implementation situations. It is suggested that educators consider the value of this type of educational exercise in OR/MS curricula and M.B.A. programs.     

Action learning and control theory

The essay is a kind of ‘product mix’ of two separate concepts, manifestly quite different but found ultimately to blend into a common message. The author found management literature over the past two decades somewhat difficult to assimilate, due perhaps to an engineering training where problems are always simplified into tangible models and laws. Control theory (or cybernetics), however, seemed to offer a way out of the difficulty, especially as psychologists were using control theory to take them beyond the range of the ‘conditioned reflex’, and the author was encouraged to try out cybernetic ideas in terms of human problems in management and industry. The development of ‘action learning’ as a pragmatic yet sophisticated technique has provided a challenge for the cybernetic model. It is thought that many readers, particularly those with an engineering or scientific background, might find this exposition in social cybernetics helpful in getting a comprehensive grasp of action learning.     

Doing something about the weather

Recent developments in weather forecasting have created the potential for the operations research and management science (OR/MS) community to have a tremendous impact in distilling weather information into valuable decision tools. Weather-sensitive applications include transport, electric utilities, agriculture, and public emergency management. This article surveys existing research and practice using OR/MS tools to integrate weather forecasts in decision-making. Because the conditions that created the potential for OR/MS contributions—in particular an explosion in the amount of relevant forecast data—are quite recent, the amount of existing OR/MS work is modest. This article also describes promising but unexplored research opportunities for the OR/MS community.     

Voices and values: Linking values with participation in OR/MS in public policy making

It is now widely accepted that public policy development requires both an appreciation of public values and an ability to involve insights from local people. Operational research (OR) has made some contributions to public policy development, and there has been a call to use problem-structuring methods (PSM) in this environment. This growing need for greater use of OR/management science (MS) in policy making is due to its ability to work with insights that are sometimes hard to pin down. This paper presents some research about values and local people's voices in public policy making, which the authors believe present a challenge to OR/MS and to the use of PSM. The paper will describe a framework for understanding values and exploring insights into including local voices in policy making using PSMs. Key to the framework is in the emphasis on differences, rather than similarities, in value priorities. A case study in which local people as well as decisions makers and politicians were engaged in a process to decide the future of a local hospital will be described.     

Building cultural intelligence: insights from project management job advertisements

This paper examines how organisations that conduct worldwide recruitment of project management professionals can derive insight from the cultural preferences stated within project management job advertisements. Drawing on project management practitioner job advertisements placed by 2040 organisations across seven countries and seven industries, we employ Hofstede’s national cultural framework to categorise cultural preferences which the organisations persistently replicate in their specifications of desired candidate project management practitioner competency. To map global trends and national variations, data analysis is undertaking and utilising exploratory data analysis, Poisson regression and negative binomial regression are used. The paper finds that specific national cultural dimensions – ‘Collectivism’, ‘Uncertainty Avoidance’ and, to a lesser extent, ‘Power Distance’ – are the most salient cultural denominators for advertised project management positions, while this is not the case with ‘Masculinity’ and ‘Individualism’. The findings raise issues about which organisations should seek to become more culturally intelligent, and which relate to the adaptiveness of the cultural preferences that they articulate through their job advertisements, both to project tasks and to cultural contexts for projects.     

Safety culture: under-specified and overrated?

Is the measurement of ‘safety culture’ a valid management tool in the effort to reduce accident rate and improve safety performance, or is it a fuzzy academic concept, lacking empirical validation? The answer to this question seems to depend on whom one asks. The UK Health and Safety Commission has encouraged companies to improve their safety performance through the development of a ‘positive safety culture’. However, academic discussions in this area suggest that the concept remains vague, lacks empirical validation and is used as an ‘umbrella term’ for all the social and organizational factors that affect accident rate. This paper reviews the existing literature on safety culture and provides some clarification in terms of definition, empirical evidence and theoretical development. A theoretical framework of the mechanisms by which safety culture affects safety behaviours in organizations is proposed. The implications for practical management issues are discussed and future challenges and areas for further research are identified.     

INTRODUCING OR/MS INTO ORGANIZATIONS: NORMATIVE IMPLICATIONS OF SELECTED INDIAN EXPERIENCE*

There is considerable evidence that firms and institutions that have adopted and utilized operations research and related management sciences (OR/MS) experience severe internal disruptions and changes as the new technology is introduced. In some cases the reactions have been adverse enough to result in temporary rejection of the technology and a period of three to five years has been necessary for reintroduction of OR/MS. Such lags represent lost opportunities with attendant costs that firms and institutions can ill afford. There is obvious need to manage the introduction of OR/MS into organizations to minimize the inevitable resistances to change and to expedite institutional acceptance and practice. This paper presents a normative framework for this purpose based on four case studies of Indian implementation experience. The selected firms, which represent different sectors of industry, adopted different strategies for introduction and diffusion of OR/MS. The authors have noted several points of similarity between the Indian experience and the experience of U.S. organizations which indicate a fair measure of general validity for the proposed normative framework.     

A Manifesto for Information Management Research

This paper calls for major rethinking in information management research as we enter the second half of the 1990s and approach the 21st century. It argues that, should we not take up the challenges identified herein, it is likely that what little remains of the discipline ‘information management’ will be subsumed into the realms of computer science/engineering at one end of the spectrum, and strategic management and organizational behaviour at the other. It argues that while it is no bad thing that aspects of the topic are dealt with in these related fields, it is important that information management should be seen as a discipline in its own right. In order to achieve this recognition – indeed, in order to earn this recognition – major restoration is required. The paper seeks to begin a debate on this topic by presenting a manifesto¹ for reform in the field of information management by discussing a series of concerns regarding the focus, methods and quality of research in this field; its reference disciplines, and its international and cross-cultural considerations. This is not meant to be a comprehensive treatment of the issues by any means, but an attempt to present aspects of the topic that are of importance. By commencing the debate, it is hoped that the issues will become clearer, and action can begin to be taken. The list will doubtless be refined as the debate ensues.     

Present positions and future prospects in management science

This paper offers some thoughts on the present state of management science as a discipline and a profession, and considers possible developmental strategies. The growth of management science, and the optimism this engendered, was largely premised on the successful use of scientific methodology and quantitative techniques to solve a relatively narrow range of management problems. In the 1970s, however, this positivist/quantitative ‘traditional management science’ became subject to increasing critical assault from those who wanted to broaden the impact of the discipline. Alternative management science approaches were born—soft systems thinking, organisational cybernetics, critical management science—and succeeded in establishing themselves. The existence of these alternative strands of work, alongside traditional management science, raises important questions about the future development of the discipline and profession. In this paper four developmental possibilities are set down and examined to see what future prospects they hold out for management science. It is argued that three of these—the isolationist, imperialist and pragmatist strategies—would lead the discipline into a dead end. A pluralist option, however, offers excellent opportunities for successful, future development.     

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.     

Education CREATIVE THINKING AND INNOVATIVE EDUCATION IN THE DECISION SCIENCES

Creative problem solving is seldom addressed directly in the decision sciences literature. The first half of this paper reviews current thinking about creativity and its educational importance. The remainder addresses creative problem-solving processes and, in particular, the process developed by Parnes, Noller and Biondi [24] and Osborn [23]. This process has been integrated into an OR/MS problem-solving course which is described. Conclusions and implications for decision sciences education and practice in general are discussed.     

Top management support for management science

Two aspects of the relation between top managers and in-house management science units are considered in this paper. First, the impact of top management sponsorship and support on the progress and success of management science (MS) activities is considered. Secondly, the impact that an MS activity has had on the thinking and activities of top managers is discussed. The question of the role of the “professional” in an organization and the implications for client-professional perceptions of trust as these are influenced by the top manager are explored. Top management awareness and utilization of the management sciences are also reviewed.     

Understanding Business Process Management: Implications for Theory and Practice

This paper presents an empirically validated framework of business process management (BPM) to enable the pursuit of BPM theory. Phase 1 of the research focused on the development of an initial framework of BPM, derived from a synthesis of current literature. This comprised five key themes, subsequently categorized as ‘application components’ of BPM. The empirical validation of the framework was approached through case‐based research, utilizing semi‐structured interviews with managers of a large financial services organization, to explore the dimensions of the framework. The results suggest that, in addition to confirming the five ‘application components’ of the initial framework, three additional ‘conceptual components’ are important. These concepts differentiate BPM from other process management activities, and suggest that developing a prerequisite ‘process mindset’ is a fundamental component of a BPM approach.     

Promoting Scholarship that Matters: The Uselessness of Useful Research and the Usefulness of Useless Research

Our ambition in this essay is to challenge received wisdoms about the importance of ‘useful’ management scholarship. Suggesting that usefulness and uselessness are contingent on issues of temporality and power, we advocate caution in assigning terms such as useful and relevant – they are inherently problematic, we argue, and should be viewed more as ideology than as empirical statements. We conclude by a call for reflexivity about what it is we are doing when we do ‘useful’ research, along with a greater concern for the values for which business schools stand.     

Sensitivity Analysis in Linear Programming Models with Common Inputs

The importance of sensitivity analysis information in linear programming has been stressed in the management science literature for some time. Indeed, Gal [3] has devoted an entire text to just this issue. Linear programs with common inputs (cost coefficients or right-hand-side values) present a problem in that classical sensitivity analysis does not allow for the simultaneous changes required to determine the sensitivity of these models to common inputs. We first survey the approaches previously developed for simultaneous-change sensitivity analysis and cast them in the framework of the special common input case. These general techniques are compared to a simple aggregate variable technique that has not received attention in the literature.