Integrating the Data Envelopment Analysis and the Balanced Scorecard approaches for enhanced performance assessment

This article presents the development of a conceptual framework which aims to assess Decision Making Units (DMUs) from multiple perspectives. The proposed conceptual framework combines the Balanced Scorecard (BSC) method with the non-parametric technique known as Data Envelopment Analysis (DEA) by using various interconnected models which try to encapsulate four perspectives of performance (financial, customers, internal processes, learning and growth).The practical relevance of the conceptual model has been tested by using it to assess the performance of DMUs in a multinational company which operates in two business areas. Various models were developed with the collaboration of the directors of the company in order to conceive an appropriate and consensual framework, which may provide useful information for the company. The application of the conceptual framework provides structured information regarding the performance of each DMU (from multiple perspectives) and ways to improve it. By integrating the BSC and the DEA approaches this research helps to identify where there is room for improving organisational performance and points out opportunities for reciprocal learning between DMUs. In doing so, this article provides a set of recommendations relating to the successful application of DEA and its integration with the BSC, in order to promote a continuous learning process and to bring about improvements in performance.     

Information systems and occupational stress: a theoretical framework

The information systems (IS) profession is a stressful profession. However, there is little theoretical or empirical research on the effects of occupational stress on IS professionals. A major reason is because IS professionals and researchers are unaware of the consequences of occupational stress and unfamiliar with the occupational stress literature. The purpose of this paper is to propose a theoretical framework of occupational stress for IS professionals. Based on a review of the IS, psychology, and general management literature, 12 occupational stress models are identified. These stress models are analyzed along the two dimensions of focus and theoretical foundation. The analysis shows that most of the occupational stress models consider stress to be the consequence of the interaction between an environmental stimulus and the idiosyncratic response of the individual. Further analysis of these models suggests that nine key points are critical in developing a theoretical framework of occupational stress for IS professionals. A mapping of how the existing stress models incorporate the nine key points is also presented. The findings of this paper can provide a theoretical basis for further research on the occupational stress of IS professionals. Finally, an agenda for further research into this issue is presented.     

SME manager development in virtual learning communities and the role of trust: A conceptual study

Small and medium-sized enterprises (SMEs) are seen as vital to economic development. However, managers in these organizations generally have fewer opportunities for training and development than their counterparts in larger organizations. In this paper, the authors argue the need for development opportunities based around ‘virtual’ learning and develop a conceptual framework. The increasing penetration of broadband technologies offers the opportunity to create learning communities to engage SME managers with peers facing similar challenges. For a meaningful experience to be achieved in a virtual community, the role of the facilitator is established as important; however, an area largely overlooked in prior research into networked learning is that of the role of trust and how facilitators can generate it. In order to develop the framework for this paper, the authors review prior research into trust, learning, facilitation and virtual learning communities – the main aim being the identification of those aspects of the facilitator intervention that are most likely to engender trust and participation. Finally, areas for further research are identified.     

Finding and Implementing Energy Efficiency Projects in Industrial Facilities

This study addresses the challenges of finding and implementing profitable energy efficiency (EE) projects, a critical foundation for sustainable operations. We focus on manufacturing enterprises, but many of our findings apply also to the back office of service operations. Our starting point is that, in nearly every industrial enterprise, there are many profitable EE projects that could be implemented but are not. An oft‐cited hindrance to implementation is the lack of an internal management framework in which to find, value, and execute these projects. Using a conceptual approach, we rely on proven sustainable operations tools to develop such a framework. We identify three major value drivers of EE projects: savings intensity, “green” image, and project complexity. We then describe a framework for understanding the context of EE projects in industry, with an underlying analytic foundation in optimal portfolio analysis. A case study of a large manufacturing site is used to illustrate emerging best practices—based on Kaizen management principles—for integrating EE project management with operations, engineering, and strategy.     

Giving as Good as They Get? Organization and Employee Expectations of Ethical Business Practice

Corporate malpractice and malfeasance on an unprecedented scale have brought ethical issues to the fore and accentuated demands from activists, governments, and the public for greater corporate social responsibility (CSR). The predominant response of researchers and policymakers has been to focus on the external impact of business operations and the merits of regulation or persuasion in achieving more responsible practice in these areas. In this article, we focus on a less well explored aspect of CSR, namely the evaluation of an organization's CSR activities by its internal stakeholders (i.e., employees). Salient CSR literature is reviewed to differentiate between CSR and ethical business practice (EBP), conceptualizing the latter as the internal manifestation of CSR as represented by an organization's values and vision, strategy and policy, systems and procedures, and people management practices. This article assesses organizational espousal of EBP in three ways: how successfully it is communicated to employees, how closely espousal aligns with employee expectation, and how this evaluation impacts on employee commitment. Our research approach aligns with and extends previous work in this area that identifies the likelihood of a “false consensus bias” by managers in assuming congruence between organization espousal of EBP and employee expectation. A conceptual model is offered to explain possible employee responses to an organization's EBP. This relates organization espousal of EBP to employee assessment of its salience to identify three positions on commitment that employees can adopt—abrogated, continuance, and affective commitment—together with their likely behavioral implications. The analysis generates a series of research questions and related areas of exploration to empirically test the conceptual model.     

Knowledge retention in ERP implementations: the context of UK SMEs

Abstract

Knowledge retention (k-retention) is vital for various enterprise resource planning (ERP) implementations in small and medium-sized enterprises (SMEs), though it is a highly demanding and challenging task. The aim of this paper is to investigate different types of approaches to k-retention and factors influencing k-retention in SMEs. Our study adopts a grounded theory approach with cases based on 12 ERP implementations in UK SMEs. We analyze our data using thematic analysis. The findings reveal specific elements that support the k-retention of ERP package knowledge and business process knowledge. These elements are: k-retention tools, documentation, human capital and the understanding of k-retention challenges. In addition to insights from these aspects, our study reveals two additional factors (project management and organizational culture) that influence ERP package k-retention and business process k-retention. Based on these findings, we develop an ERP k-retention (EKR) framework that can be utilized by SMEs which are considering implementing ERP systems, to facilitate knowledge retention during implementation.     

A framework for production control in health care organizations

The paper presents a hierarchical framework for production control of hospitals which deals with the balance between service and efficiency, at all levels of planning and control. The framework is based on an analysis of the design requirements for hospital production control systems. These design requirements are translated into the control functions at different levels of planning required for hospital production control. The framework consists of five levels of planning and control: patient planning and control, patient group planning and control, resources planning and control, patient volumes planning and control and strategic planning, though this last level does not make part of production control as such. Each of the levels of the framework is further elaborated in terms of the decisions made regarding patient flows and resources, and the co-ordination of the different planning levels. Implications of the framework are discussed by describing some points where current practice deviates from assumptions made in our approach. Recommendations for future research and development of the planning framework are formulated.     

A Unified Approach for Calculating Core Melt Frequency Caused by Internal and External Initiating Events

A unified approach for calculating the core melt frequency of a specific reactor caused by both internal and external accident initiators is demonstrated. Two classes of internal initiators are examined: transients, of which turbine trip is the chosen example, and loss-of-coolant events of various sizes. The concepts of hazard and fragility analysis first proposed for seismic risk analysis are linked to the frequencies of internal initiating events, and to the plant response as a function of the event intensity. Uncertainties are propagated using discrete probability distribution (DPD) arithmetic. Advantages of this approach include mathematical and conceptual consistency, and an improved uncertainty analysis, which are important considerations if risk studies are to be utilized in decision-making based on quantitative safety goals.     

Longitudinal data analysis: Applications of random coefficient modeling to leadership research

Understanding how leaders develop, adapt, and perform over time is central to many theories of leadership. However, for a variety of conceptual and methodological reasons, such longitudinal research remains uncommon in the leadership domain. The purpose of this paper is to introduce the leadership scholar to conceptual issues involved in longitudinal design and analysis, and then demonstrate the application of random coefficient modeling (RCM) as a framework capable of modeling longitudinal leadership data. The RCM framework is an extension of the traditional regression model, so many readers will already have the fundamental knowledge required to use RCM. However, RCM has the additional capability of analyzing the kinds of data commonly found in longitudinal studies, including correlated observations, missing data, and heterogeneity over time. Further, the RCM allows for testing predictors of change over time. Thus, we introduce conceptual issues related to longitudinal research, discuss RCM within the context of regression, and conclude with an application of the RCM approach. We use a common substantive example throughout the paper to facilitate our discussion of the RCM.     

Corporate planning—A systems view

This paper examines the, often disregarded, fact that the very inprecision of language often obscures basic underlying conceptual differences between corporate planning as expressed in theory and in practice. Few of the claims that confusions result both from a lack of explicit definitions and from the lack of differentiation between ‘theories of planning’ and ‘theories in planning’.

The purpose of this paper is to propose such a theory of corporate planning through discussion of the following topics: (1) Problems in concepts of corporate planning; (2) The concept of an approach of corporate planning; (3) Propositions that form the basis of a theory or model of planning, relying heavily on a systems framework; and (4) a proposed corporate planning system.     

An exact semidefinite programming approach for the max-mean dispersion problem

This paper proposes an exact algorithm for the Max-Mean dispersion problem (\(Max-Mean DP\)), an NP-Hard combinatorial optimization problem whose aim is to select the subset of a set such that the average distance between elements is maximized. The problem admits a natural non-convex quadratic fractional formulation from which a semidefinite programming (SDP) relaxation can be derived. This relaxation can be tightened by means of a cutting plane algorithm which iteratively adds the most violated triangular inequalities. The proposed approach embeds the SDP relaxation and the cutting plane algorithm into a branch and bound framework to solve \(Max-Mean DP\) instances to optimality. Computational experiments show that the proposed method is able to solve to optimality in reasonable time instances with up to 100 elements, outperforming other alternative approaches.     

A NEW PARADIGM FOR TEACHING INTRODUCTORY PRODUCTION/OPERATIONS MANAGEMENT

This paper postulates that the perception among students that operations management is a tedious, irrelevant subject is a symptom of the lack of a conceptual framework that effectively communicates the importance and relevance of the operations function in a firm. The first half of this paper discusses traditional frameworks, those most frequently found in introductory production and operations management (pom) textbooks, and several alternative approaches to teaching an introductory POM course. The discussion questions whether any of these existing frameworks is sufficient to meet the challenges faced while teaching POM in today's environment and identifies what characteristics an effective framework should possess. These characteristics include defining the scope and bounds of the field, capturing its integrative and system aspects, providing a visible depiction of the framework to aid comprehension, and promoting higher-level thinking (i.e., analysis, synthesis, and criticism) to deepen understanding. This discussion concludes that no current framework meets all of these criteria, therefore there remains a need for a more effective approach for introducing POM. The remainder of the paper describes one approach to conceptualizing the field that satisfies these criteria.     

Airline corporate planning— a conceptual framework

In the current economic recession, efficient planning is of paramount importance. This paper constructs a conceptual framework for the long term corporate planning of an airline: the framework suggested is an integrated approach rather than the divisional one that is widespread in the industry. The paper attempts to identify the long-term objectives of an airline, the various types of constraints under which it must operate, and the decision variables that are under its control.     

A Framework and Case Study for Exposure Assessment in the Voluntary Children''s Chemical Evaluation Program

A conceptual framework is presented for conducting exposure assessments under the U.S. EPA's Voluntary Children's Chemical Evaluation Program (VCCEP). The VCCEP is a voluntary program whereby companies that manufacture chemicals of potential concern are asked to conduct hazard, exposure, and risk assessments for the chemicals. The VCCEP is unique in its risk-based, tiered approach, and because it focuses on children and requires a comprehensive consideration of all reasonably foreseeable exposure pathways for a particular chemical. The consideration of all potential exposure pathways for some commonly used chemicals presents a daunting challenge for the exposure assessor. This article presents a framework for managing this complicated process, and illustrates the application of the framework with a hypothetical case study. The framework provides guidance for interpreting multiple sources of exposure information and developing a plausible list of exposure pathways for a chemical. Furthermore, the framework provides a means to process all the available information to eliminate pathways of negligible concern from consideration. Finally, the framework provides guidance for utilizing the tiered approach of VCCEP to efficiently conduct an assessment by first using simple, screening-level approaches and then, if necessary, using more complex, refined exposure assessment methods. The case study provides an illustration of the major concepts.     

The Creation of Output and Quality in Services: A Framework to Analyze Information Technology‐Worker Systems

Information technology has profoundly impacted the operations of firms in the service industry and service environments within manufacturing. Two models are introduced that establish a conceptual framework linking firm profit to attributes of the IT‐worker system. The framework considers the impact of IT capabilities (such as functionality and ease‐of‐use) and worker skill as drivers of output volume and quality. The framework contrasts attributes of the IT‐worker systems when services are mass‐produced (flow shop) versus customized (job shop). Mathematical models are introduced to formalize the conceptual framework. Numerical examples are presented that illustrate the types of insights that can be obtained from the models.     

Spatial planning in small islands: the need to discuss the concept of ecological structure

The concepts of green infrastructure and ecological structure (ES) are current topics of discussion among the scientific community and spatial planners. ES is mandatory in Portugal in land-planning, such as municipal master plans, but no consensus has been reached on how to implement it. The concept has not yet been implemented in the Azores, a Portuguese autonomous region, even though the Region has the responsibility of adapting legislation or accomplishing the Portuguese legislature. This study presents a critical analysis of the available literature about ES and proposes a conceptual framework to define ES for small islands, which have unique characteristics, focusing on the Azorean archipelago. The conceptual framework meets the requirements of local legislation and uses an ecological function approach that is increasingly advocated in recent European recommendations. This framework is presented as a strategic and flexible way to identify both the important elements (recognized in current legislation) in a territory and the remaining potential of the territory. The framework also supports decision-making by allowing the identification of integrated solutions, decreasing trade-offs as much as possible and reconciling the needs of nature conservation and socioeconomic development. This framework could be applied to other small islands and other territories, with local adaptations.     

Intrinsic motivation: the case for healthcare systems in Malaysia and globally

The intrinsic motivational aspects that improve the psychological well-being of health practitioners have been usurped by an insulated reliance on financial incentives and other external factors. This paper examines issues pertinent to the motivation of doctors in the healthcare system in Malaysia. The article also attempts to identify problem areas that could benefit from interventions focusing on intrinsic motivation. Financial incentives and the deterioration in intrinsic motivation levels partly influence the exodus of healthcare workers from public healthcare organizations to private practice. A multidimensional approach is required to improve intrinsic motivation amongst healthcare workers. Leadership strength, organizational citizenship, modification of job design, career management, and a democratized work environment are seen as crucial factors to remedy work morale in healthcare systems. A prospective conceptual framework described in this article could serve as the foundation to analyse motivational outcomes through research in the future.     

Empowerment fördern,neue Firmenkultur etablieren,Nachhaltigkeit sichern

In contrast to many other change processes that are often led by a defined process architecture with clear targets and a strategic framework that mainly addresses company leaders, this systemic approach within a medium-sized company fostered high participation and an organically growing change management. Focusing on the empowerment of employees from the start serves two parallel objectives: the development of a new organization and the transfer of the experience from the existing organization. In the following example, this dialectic challenge is targeted by an iterative process. The organic intertwining of operative and change specific tasks enables a participative target frame that step by step includes and fuels a new culture, modern leadership principles, and contribution.     

APPLICATION OF A PRODUCTIVITY MODEL FOR COMPUTER SYSTEMS*

The performance evaluation of computer systems as they impact on final user requirements for services is a complex task. A management-oriented approach to the issue based on conventional economic theory was described in a previous report as an outgrowth of a joint university-industry research project. In this sequel we report our experience in estimating, testing, and applying this conceptual model.     

Urban and regional planning—A systems view

The most interesting developments in the search for new planning procedures are in the areas of ecology, as an eco system with the matrix structure of environmental impact analysis, and Ekistics, the science of human settlement. The grid system developed in this approach combined with the environmental impact analysis model, provides a complete systems approach. The problem is to relate this to systems dynamics and to integrate this approach with the concept of society as a dynamic social system. The literature review highlights key works which lead to or use the systems approach. By attempting to identify a systems approach many planning techniques and concepts are not included. However, if one adopts this approach it is possible to test the use of any technique within a recognized framework and not on the piecemeal basis which is used at present.