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02-01-2021
Management research methods
Yang Guoging
Hebei University, China
IMANE ATWANI
Qualitative Research Methods: Applying a Case
Study in Supply Chain Management
Abstract
Nowadays with the advance in technology and world-changing especially with the influence
of the internet, research in any field has become crucial, in this paper we will focus on the
application of qualitative research method in supply chain management, this paper aims to
examine the process of research in business, besides, we present in brief a summary of the
management research methods courses. As a second part, we will analyze the qualitative
‘method and present the general concept about it, by citing the relative characteristics of data
collection methods and the origins and history of qualitative research, also a review
application of the case study as an approach in the supply chain management and the
combination of methods that can be used, and finally, the different recent issues that this
metho
facing especially with the case study approach.
Keywords: Research process, qualitative research, case study approach, methods of data
collection,02-01-2021
Introduction
For those who plan to pursue their further education such as a Master's or Ph.D. field, they
must know that research is the backbone of these degrees and especially if you want to pursue
your career in higher education, research will be part and parcel of your life, However, the
research is very important for those who are inspired to be managers in a non-academic sector
in any area in business. especially with the management paradigm shift and how the world is
changing with the advance in technology. In this paper, we will focus on the research process
as a whole and the major stages from identifying the management dilemma to gathering and
analyzing the data and making a decision about the problem, by presenting a summary
patagraph about management research course where the purpose is to understand how good
research is conducted and how it should be done. The second part of the paper focuses on a
discussion about the qualitative methods where we present the main aspects with the point of
views of different authors, the methods of data collection in the qualitative research which are
used in the majority of the researches we will approach four methods of data collection that
are mostly used; interviews focus group observations and the case study as an approach to
conduct the research. There is a discussion about the origins and the history of the qualitative
method and the case study. Since we are studying the research method in business I choose
supply chain management as a topic to review how the case study is conducted with the
research process. Finally, the current problems and issues that this qualitative research method
is facing, the conclusion will summarize the paper and the important points discussed in the
case study.02-01-2021
I- Summary of classes
The first part of our classes gives an introduction to business research, The purpose of
business research is to reduce the risk in managerial decision making and to solve specific
problems. With the new environmental measurements, several factors influence research one
of these factors may be Information overload, and Greater computing power and speed.
Therefore, business research is becoming a fundamental step in decision making which will
be very valuable in many strategies and tactics. There are two categories of research applied
and basic research and 4 types of research reporting, descriptive, explanatory, or predictive,
and each one of them is conducted depending on the phenomena studied.
Another important point is ethics in research, the goal of no harm should be achieved and the
participants should be aware of the benefits expected from the study and explain their rights
and protection, and make sure that the participant has given full consent to participation.
Like participants, sponsors also have the right to confidentiality; a code of ethies is required to
avoid any unethical behavior. Then we discussed the languages in research and the
terminology used by researchers, several terms have been introduced such as Concepts,
constructs, and variables (may be classified as explanatory, independent, dependent,
moderating, extraneous, and intervening.) operational definition, hypothesis theory and
models, and we illustrated that sound reasoning is essential for producing scientific results in
business research, In the other part, we introduced the sequential research process that is
formed from 6 stages, the first stage consists of clarifying the research question, beginning
with discovering the management dilemma and then defining the management question which
is translated into the research question by using the exploratory research and that is called
“management-research question hierarchy”. The purpose of The exploratory research is to
have a better understanding of the existing problem. moving from the management question
to the research question, the researcher uses both internal and external secondary sources
which include published studies, document analysis, expert interviews. with individuals
involved with the problem(IDIs).
The second stage is proposing research The first step of this stage is budgeting. It is important
to budget the research limit the costs of this research, after that the research must be
evaluated, the proposal can be oral -if the manager directs his own research —but it's
preferable to be @ written proposal because it set the outlines to follow such as methods of
investigation, the extent of analysis, and the timing of each phase as well as of delivery of
results and each of sponsor and researcher can refer to the document to see whether w1
planned is done or not.
Stage 3 is about the research design than the phase of data collection that can be conducted by
approaches qualitative or quantitative and sometimes they can be combined with the data
collection there are several methods such as interviews, surveys, observation, focus group,
and many others. After this, there is the stage of analyzing the data and finally taking the
management decision.
Besides, we had a lecture about data mining (SPSS modeler software) that can be used in
business areas. Moreover, we introduced the method of rebuts optimization which aims to
deal with uncertainty and choose the better solution,02-01-2021
II-Qualitative research methods
1, What is qualitative research?
There is no doubt that the qualitative research method is very important in the research
process especially in business research. there is a numerous definition of the qualitative
method of them says that “Qualitative researchers are interested in understanding the meaning
people have constructed, that is, how people make sense of their world and the experiences
they have in the world.” (Merriam, 2009, p. 13) that depends in the first place on people’s
insights and choices and reasons of thinking that way It consists of gathering the primary data
by using various methodologies to understand in depth the people behavior and insights
basically it is designed to answer the questions “how” and “why”, the sources of the data
collected can be generally gathered from people, organization or texts, either the type of
gathered data are various it could be images texts records audios or videos depending on the
phenomena studied.
2. Methods of Data Collection
‘There are several qualitative methods but the most common and used are cited as follow:
© Interview
an interview is an “open-ended questions and probes yielding in-depth responses about
people’s experiences, perceptions, opinions, feelings, and knowledge. Data consists of
verbatim quotations and sufficient content/context to be interpretable” (Patton,2002.), the
interview can be conducted by different ways, structured, unstructured, or semi-structured
interview approach, Structured interviews are based on a predetermined list of algorithmically
framed questions to guide the interviewer. This approach resists improvisation and the
tracking of intuitions but has the advantage of facilitating consistency between participants. In
contrast, unstructured or semi-structured interviews can start with defined questions, but the
interviewer has considerable latitude to tailor the questions to the specific direction of the
responses, to allow for more intuitive and natural conversations. between researchers and
participants. As a general rule, you should keep interviewing other participants until you have
saturated your area of interest, that is until you hear nothing new. The number of participants
therefore depends on the wealth of data.
© Focus group
Focus group is considered as unstructured interviews with numerous participants, is used to
explore specific questions. It consists of bringing together a group of individuals who have a
specific profile corresponding to the objectives of the research. In this sense, it differs from
the interview, However, it comes close to it in that it leaves more room for the voices of the
participants. The interaction between the different participants is considered, in certain
circumstances, to be superior to the individual interview. Defining the objectives of such an
approach, informing participants of the expectations that researchers have of them, and
leading these meetings to raise various scientific and ethical questions. They are of the same
order as those present in the interview.02-01-2021
© Observation
method of collecting data from the perspective of a situation, The objective is to observe
practices as closely as possible, with the minimum of filters and without the situation being
modified as a result of the observation.
© Case study
Case study -also called case history —is considered more as an approach than a method, it’s a
combination of qualitative methods, now is widely recognized as a management research
strategy it is considered as the in-depth study of one or a few research objects, which allows
obtaining a broad and detailed knowledge of these last. The basic idea of the case study is that
if we study carefully any unit of a certain phenomenon, we will be in the conditions to know
some general aspects of it or we will have, at least, a perspective that will guide further
research, Normally, case studies focus on several specific cases or projects from which the
evaluator hopes to derive information about the entire program. It is therefore very important
to choose the cases wisely so that the conclusions drawn from them can be applied to the
entire target population,
3. History of qualitative methods
To understand where qualitative research is going, it helps to take a quick look at its origin.
qualitative research emerged in the early 20th century as the influence of psychoanalysis
began to enter the commercial world. In 1945, the father of qualitative research, Paul Felix
lazarsfeld, had shown how psychology could provide a framework for interpreting human
behavior. He introduced the world to unstructured interviews and group discussions, and
stressed the importance of answering the important question "why?"
More famous than Lazersfield was his pupil, Emest Dichter, the "Freud of the supermarket
age"(Oli Conner). Dichter developed his ideas in a prosperous postwar America when mass
production and abundance of consumer goods meant companies began to rely on branding to
differentiate themselves (Oli Conner). Arguing that people didn't know why they made their
buying decisions, he began to uncover the personality behind brands and the hidden desires
and drives behind buying decisions.
During the 1960s and 1970s, projective techniques such as word associations, sentence
completion, all began to gain traction. This also saw the “qual vs quant" debate intensify as
qualitative methods began to take hold. Until this period, scientific, provable and quantitative
research was the dominant paradigm.
And that will be so until the 1980s when qualitative research really started to deliver what
customers wanted. The explosion of qualitative research throughout this decade encouraged
people with different skills to add to the mix, and it was no longer necessary to have a
psychology degree to be a qualitative researcher.
If-Application of qualitative methods in supply chain
1- Case study research
In the field of supply chain management SCM, the prospect of complex reactive processes
could advance the meaning, explanation, and understanding of how the relationships between
people involved in various activities in logistics-oriented organizations affect patterns of02-01-2021
action. Logistics and SCM are about how one can add value to a product in the flow of
materials, services, and information. It is about knowing how a product is transformed, stored,
transported, sold and recycled.
Because the qualitative approach aims to "understand the phenomenon in its own terms"
(Hirshman, 1986), the first step in the qualitative research method is the collection of data,
In general, the researcher makes several field visits to observe the phenomenon in a natural
setting to begin to frame an understanding. Researchers who adopt the qualitative approach
are interested in directly learning from daily experiences from the perspective of the
participants
The researcher should choose the research approach depending on the phenomena studied in
supply chain management.
Either to choose the quantitative approach for a narrow understanding or qualitative approach
for a focused understanding in accordance with the variables. Conceming the common
‘methods used in the research, many papers emphasize the case study method as the most used
methodology in SCM research; it provides a flexible data collection. Stuart et al (2002)
suggest that case studies are an appropriate research methodology to map the field of supply
chain management, as they allow identification and description of critical variables, the
analysis of a supply chain and managerial issues therein are highly unstructured problems
which can be dealt with in an exploratory research design using case studies (Yin, 2003)
There are several purposes of using a case study. Yin (2003: 3) distinguishes three types of
case studies:
- An exploratory case study is aimed at defining the questions and hypotheses of a
subsequent study or at determining the feasibility of the desired research procedure.
- A descriptive case study presents a complete description of a phenomenon within its
context.
-An explanatory case study comprises data bearing on cause-effect relationships explaining
how events happened. besides there are a single case and multiple cases.
2- Research process
The research process for a case study in CSM is conducted in 5 stages but the insurance of the
validity and reliability of the research for a better quality
|-iterature review
One of the crucial steps in the research process is the literature review, it consists of gathering
information from existing research, reading some articles related to the phenomena to study.
This step is important throughout the research period and it gives a pre-understanding of the
issues in supply chain management.
2- Research question
starting by identifying a research question that deserves to carry out research about it by
making sure that the variables are understood and the questions are narrow and searchable.
It is essential to be able to formulate a convincing research question with regard to the state of
knowledge on the topic and to verify the relevance of the case to this topic, Each case must be
clearly defined, in its nature, space, and time, which means that the temporal (beginning and
end of the case) and spatial (geographical area, organization, social group), as well as the
types of data and the priorities and challenges of data collection and analysis, must be known
in order to choose the appropriate methodological approach.
3-Choose the Case02-01-2021
After clarifying the research question and reviewing some literature it’s time to choose the
case and the companies, in this step the type of the case should be determined rather choose
the single case or the multiple cases to noted that the research should take under consideration
the application of multiple case study is more difficult and require the experience at the same
time is more expensive also the type of the case (exploratory, explanatory, description).
4-Data collection
‘The researcher has a variety of methods to collect the primary data such as the interview
observation focus group which is considered as an advantage in the case study to capture a
variety of insights and perspectives. For example, if the researcher will use the interview they
should set the interview questions and they should be valid the interview time and length and
the interviewer should have the required skills in addition there is a specific characteristic
when choosing the sample, Whether to conduct a face-to-face interview, structured or
unstructured interview
5-Data analysis
This step should be done precisely and it may be time-consuming; it consists of converting
the raw data to classified and categorized data by using a various number of methods
depending on the case studies and the methods of data collection. coding is the most common
method to categorize the data in qualitative analysis, it involves assigning some symbols or
names to regroup the answer the coding can be done manually or by using the specific
computer software the recorded data should be labeled with the time, to mention that data
analysis should be in parallel with data collection and the entire research process, not until the
end of collecting data
6-Report findings
The report of the case study aims to describe the study (o give an interpretation of the
analyzed data, it involves to analyze the findings and introduce some recommendations, The
goal is to make the reader understand the study as if he was a member of the research that’s
why it should outline all the details about the research with respecting the structure of the
report,
3-the issues and limitations of ease study.
Despite that it has many advantages, case studies have received criticism. Yin (1984)
discusses three types of arguments against case study research.
- First, case studies are often accused of a lack of rigor. Yin (1984:21) notes that “too many
times, the case study investigator has been sloppy, and has allowed equivocal evidence or
biased views to influence the direction of the findings and conclusions”.
- Second, case studies provide very little basis for scientific generalization since they use a
small number of subjects, some conducted with only one subject. The question commonly
raised is “How can you generalize from a single case?” (Yin, 1984:21),
- Third, case studies are often labeled as being too long, difficult to conduct, and producing a
massive amount of documentation (Yin, 1984), In particular, case studies of ethnographic or
longitudinal nature can elicit a great deal of data over a period of time.
The danger comes when the data are not managed and organized systematically. A common
criticism of the case study method is its dependency on a single case exploration making it
difficult to reach a generalizing conclusion (Tellis, 1997). Yin (1993) considered case
methodology ‘microscopic’ because of the limited sampling cases. To Hamel et al. (1993) and
Yin (1994), however, parameter establishment and objective setting of the research are far
more important in the case study method than a big sample size.02-01-2021
Conclusion
In this paper we discussed qualitative research and various methods to collect the data by
introducing the case study, the approach of the case study is a research methodology
mobilized to study phenomena in real situations, whether they are new or complex, or to
extend knowledge on phenomena already investigated. The case studies thus provide a
detailed and in-depth analysis on a limited number of topics, as an approach that combines
different methods for a depth understanding, it makes it possible to collect various data and to
make them analytically converge to highlight the lessons of the case. It is not a research
method focused only on the exploration of a phenomenon but on a better understanding of the
behavior of the subjects studied. in the case study the research process in the supply chain
management start a literature review, determining a research question determining the case or
the multiple cases collect the data by using in most the research the interviews with all his
types the observation and the focus group by making attention that the data is analyzed from
the beginning of the data collection and final draw a conclusion about the research. A good
case study in qualitative research uses different methods and aims to achieve the goal of
validity and reliability. however, it is often the subject of criticism concerning the
generalization of the results obtained due to the small number of cases studied, or the lack of
objectivity of the researchers which would bias the results. However, it remains a method
widely used by social science researchers who publish case studies with all the care and rigor
required.02-01-2021
References
1-Assessing the rigor of case study research in supply chain management Stefan A. Seuring,
2-Conducting a Case Study in Supply Management OPERATIONS AND SUPPLY CHAIN
MANAGEMENT Vol. 4, No. 1, January 2011,
Conducting Case Study Research SUZANNE CAMP!
hhttp://hwmaint.clsjournal.asels.org!
4-Environmental analysis of a cotton yam supply chain, Article in Journal of Cleaner
Production - November 2014
5-Herbert Kotzab Stefan Seuring Martin Miiller Gerald Reiner (Editors) Research
Methodologies in Supply Chain Management 2005 (616 pages)
6-Hirshman, E. (1986): Humanistic Inquiry in Marketing Research: Philosophy, Method and
Criteria, in: Journal of Marketing Research, 23(3): 237-249
7-Qualitative Research in Logistics and Supply Chain Management: Beyond the Justification
for Using Qualitative Methods Article in International Journal of Physical Distribution &
Logistics Management * August 2012
8- Patton M. Qualitative research and evaluation methods. Thousand Oaks (CA): Sage
Publications Ltd; 2002.
9-Yin, R. K. (2003): Case Study Research — Design and Methods, 3rd edition, Sage,
Thousand Oaks.
10-Yin, R., (1994). Case study research: Design and methods (2nd ed.). Beverly Hills, CA:
Sage Publishing.