SYSTEMIC PRACTICE AND ACTION RESEARCH

Beyond Just Talking Strategy: Using Gaming Simulations to Catalyze Airline Managers' Buy-in to Novel Strategies that Can Shape or Adapt to Profit Cyclicality
Langley PA
This empirical qualitative study explores the role of gaming simulations in catalyzing changes to organization-wide management's perspectives on a novel strategy for aircraft orders and retirements. A large US airline developed the new strategy to tackle the pervasive problem of profit cyclicality, driving poor average profit performance across the cycle. Based on the dynamic model used to develop the strategy with senior management, a gaming simulation workshop was designed and delivered in groups of 20 to over 200 organization-wide managers. They tested various strategies for aircraft orders and retirements, under scenarios for market demand and conduct for competitors and regulators. A qualitative methodology was used to capture the workshop participants' perspectives on the efficacy of various capacity strategies, before, during and after the workshop. The findings are that managers experiment risk-free with innovations in strategies for capacity orders and retirements and they do indeed discover for themselves that there are counterintuitive alternatives that can achieve large and stable profitable growth. These strategies depend on competitors (role-played by workshops participants in the simulation) cooperating to create a win-win equilibrium. Performance far exceeds the industry benchmark profit cycle. The contribution is the empirical evidence of the effectiveness of gaming simulations to catalyze managers' shared beliefs and buy-in to a new strategy or business model. There are implications for practitioners in airlines and other sectors on the use of a gaming simulation workshop toolset, to help create such buy-in for an emerging strategy or business model. Protocols for best practice gaming simulation workshop design are discussed.
Advice as a Form of Structural Coupling: Intersystem Organizations and Scientific Communication in the Japanese Response to COVID-19
Sakai K
A critical issue in the study of scientific communication from a systems theoretical perspective is its role in multiple intersystem relationships. During COVID-19, politics has adopted scientific findings to inform political decisions. However, science has in response actively coordinated its operations for providing desired stimuli to politics. Luhmann identified advice as a form of structural coupling that links political and scientific systems. Advice is not a monolithic intervention by which one side acts on the other but is rather an interface that enables the two systems to relate through distancing. In this article, I empirically illustrate how the structural coupling of the political system and scientific system through advice manifests itself in an examination of the roles that various organizations (expert meeting and cluster task forces) have played in Japan's response to COVID-19. Through this analysis, I provide a theoretical insight regarding these organizations and a more detailed case analysis of the transformation of certain organizations to re-describe the system theoretical insights of advice in the form of scientific communication between politics and science.
A Systemic Perspective on Organizations: International Experience with the Systemic Constellation Method
Scholtens S, Boer H, Kiltz L and Fleer J
A systemic perspective is considered helpful when facing complex organizational challenges, but its practical implementation may be challenging. A potential effective method that facilitates the practical application of a systemic perspective may be the Systemic Constellation method. This method aims to raise individuals' awareness of their social context and to render explicit their tacit knowledge relating to this social context. In recent decades, consultants, coaches, and other professionals, worldwide, have adopted this method, acquired through self-education. However, thus far, this method received only little attention from the scientific community and scientific evidence on the effectiveness of the method is limited. There is currently almost no data on professionals using the Systemic Constellation method within organizations or on how and when they apply it. This lack of insights impedes its scientific evaluation and quality monitoring. We collected data from 273 professionals who use this method. Our results confirmed the existence of a diverse and growing international community. Respondents reported that the primary advantage of using this method is its perceived effectiveness. They felt that the method could benefit from a stronger scientific foundation. Our results shed light on a potentially effective and feasible method for applying a systemic perspective within organizations and suggest directions for future research.
Truth Tables, True Distinctions. Paradoxes of the Source Code of Science
Roth S
On the occasion of a growing popularity of paradox theory in management and organisation research, this article provides an introduction to the paradox of true distinctions, reports on its relevance to theory building, and presents a strategy to contain the paradox without resolving it. To this end, I draw on works by George Spencer Brown and Niklas Luhmann to contextualize theory within the paradox of observation in general and the paradox of scientific observation in particular. A special case of the paradox of scientific communication, paradox theory is then redefined as a scientific programme fascinated with the paradoxical nature of the basic operation of science. I conclude that further development work on the "source code" of science will provide "critical updates" on the opportunities and limits to metatheoretical extensions of theories of management, organisation, and society, including their digital transformation.
System Action Learning: Reorientating Practice for System Change in Preventive Health
Riley T, Hopkins L, Gomez M, Davidson S and Jacob J
It is now widely accepted that many of the problems we face in public health are complex, from chronic disease to COVID-19. To grapple with such complexity, researchers have turned to both complexity science and systems thinking to better understand the problems and their context. Less work, however, has focused on the nature of complex solutions, or intervention design, when tackling complex problems. This paper explores the nature of system intervention design through case illustrations of system action learning from a large systems level chronic disease prevention study in Australia. The research team worked with community partners in the design and implementation of a process of system action learning designed to reflect on existing initiatives and to reorient practice towards responses informed by system level insights and action. We were able to observe and document changes in the mental models and actions of practitioners and in doing so shine a light on what may be possible once we turn our attention to the nature and practice of system interventions.
Temporality in Co-generative Processes: Reframing Time in Territorial Complexity
Karlsen J and Hildebrandt C
Action research provides fertile grounds for co-generation of knowledge in complex contexts and to be present in the becoming of the process. Time and temporality warrant explanation and distinction, and in retrospective a process can be described with temporal phases, such as planning, observation, action, reflection, evaluation, and modification. Such a description may appear rational, sequential, and linear. However, an action research process is not that! This paper explores the various positionalities of the action researcher, as an insider in a process of becoming, showing how time and temporality can be made explicit in the evolution of an action research process. Our contributions to the action research literature concerning co-generation of knowledge when addressing territorial complexity are: (1) an explicit awareness of temporality provides the opportunity for research on evolvement of processes from the inside, (2) presence in the becoming of a process means there is a unique possibility for reflection and iteration, (3) research in the present tense allows for insight into unexpected developments that create the foundation for future action, as an alternative to retrospective process evaluation, and (4) modelling the process creates a narrative which tells the story of evolution of the process over time.
Environmental Education Performance Evaluation in a Higher Education Institution
Schlickmann A and Bortoluzzi SC
The performance evaluation models proposed in the scientific literature to support the decision-making process in the context of sustainability in Higher Education Institutions (HEIs) present gaps with respect to the design process. In relation, to the management of environmental education in HEIs, there is an absence of decision support models. In this context, the objective of the research is to build a model for evaluating the performance of environmental education for an undergraduate course at a public university. It is a case study, with data collection through interviews with the Course Coordinator, complemented by questionnaires and documental analysis. The intervention instrument used was the Multicriteria Methodology for Decision Aiding-Constructivist (MCDA-C). The main results were explored showing the process of building a performance evaluation model, considering the singularity of the context, the flexibility in the elaboration process and interactivity with different stakeholders. Additionally, efforts were focused on the presentation of the final assessment model, demonstrating the potential of the MCDA-C methodology as a practical tool to support the decision-making process, and on the discussion of the model developed in relation to the literature reviewed. The model built allows the decision maker to understand the environmental education intertwined with the course, to assess the current situation and the desired end state, as well as the necessary actions for its management. In addition to the constructivist perspective, the model meets the Stakeholder Theory; explains the advantages, using participatory approach methodologies and performance indicators have characteristics of a functional system.
Challenges of Implementing S&OP in a Mid-sized Automotive Components Company: An Action Research Approach
Rampon Neto J and Barcellos PFP
The purpose of this paper is to present an action research (AR) study of the Sales and Operations Planning (S&OP) implementation in a mid-sized automotive components company located in Brazil. This study provides a detailed empirical exploration of the S&OP implementation steps, challenges and results obtained in the researched context. An AR method was adopted in this work, seeking: (1) to find effective solutions to the dynamics of the specific context faced during the S&OP implementation, and (2) to promote large-scale changes through the engagement of the company and the researcher in the problem. The S&OP implementation presented significant results in the organization, streamlining inventory, and maintaining the service level desired by the company. The reactivity of the S&OP process also led to a quick adaptation to the COVID-19 challenges, which stands out in the operational key performance indicators (KPIs) analyzed in the period. This work contributes to theory and practice by reporting in-depth empirical research on S&OP implementation and its benefits. Practitioners and researchers can benefit from this research by understanding the best practices, challenges, and potential outcomes of implementing S&OP.
Complex Problems and Dealing with them on a Research Methods Course in a Business School
Harwood S
This study offers a conceptual explanation of a holistic methodology that has utility in how we engage with complex situations. This is the VIPLAN Methodology developed by Raul Espejo and first published in 1988. A case is presented that evaluates whether this methodology has impact when tacitly embedded in a postgraduate research methods course. The underlying argument is that research can be usefully viewed as a form of engagement in complex problem situations, with one challenge being to make sense of situational complexity and establish the question. Thus, it becomes appropriate to introduce the principles underpinning this methodology into a research methods course in order to develop student understanding of how to move from making sense of the situation to a clearly defined problem that is then handled. The study examines a research methods course delivered annually over a period of three years, but drawing upon data from the previous two years, permitting a five year perspective. The evidence from this study in the form of marks attained and proposal - dissertation topics, indicates that this more holistic approach to a research methods course has a positive impact, especially in terms of establishing a research question. It is concluded that the introduction of the principles underpinning this methodology into a research methods course does enhance the student ability to handle complex situations.
Social Network Analysis as a Cybernetic Modelling Facility for Participatory Design in Technology-Supported College Curricula
Tilak S, Evans M, Wen Z and Glassman M
Despite iterative learning design being increasingly implemented, such approaches are often delineated by well-defined periods of design/implementation. However, second-order cybernetics, which suggests a participatory approach to learning design, involves responsively adapting learning environments to meet students' needs, treating them as agentic participants in the classroom. In our mixed methods study, we investigate whether such a process can facilitate egalitarian participation and collaborative interactions in a technology-assisted classroom. We use the example of a graduate psychology class of 17 students and suggest that adaptation of live-chat activities by a participant observer on the Reddit social media platform that supplemented the in-person lecture dynamically, using a network analysis and qualitative ethnography as a modelling facility mimicked the ongoing feedback loops of social media platforms, enabling students to use social media with a critical eye, and engage in productive collaboration. Our quantitative results present network graphs for weekly eigen centrality to understand the egalitarian nature of the network, and transitivity to understand the likelihood for collaboration between more than two agents. Our qualitative results elaborate selected Reddit posts, and weekly field notes to explain how redesigning the chat weekly helped augment lecture-based discussion with the instructor and critique of student presentations, spurring egalitarian participation through a space-place dialectic. Students also provided end-semester feedback that was analyzed using inductive coding, to design future courseware.
Digitalization of the Logistics Process in Short Food Supply Chains. An online Viable System Model application during the COVID-19 pandemic
Vilalta-Perdomo E, Salinas-Navarro DE, Michel-Villarreal R and García Bustamante R
This paper reports an ongoing exercise concerning the design of a logistics App to support operations within Farmers' Markets in Mexico. This exercise is part of a wider research agenda focused on 'Supporting Alternative Food Networks' (SAFeNET). This is a research agenda to conceive, build, implement, and develop better-informing decision-making processes that support effective and efficient AFNs (also known as Short Food Supply Chains) logistics operations in a digital environment, through smooth flows of goods and information among producers, AFNs coordinators, and consumers. This view calls for taking a systemic approach to help collectives of people to improve their autonomy and viability. Initial plans were to conduct this collaborative design exercise, using the Viable System Model (VSM) as a conversational tool. Accordingly, a series of face-to-face interviews and a focus group were planned. However, the lockdown due to COVID-19 forced researchers to abandon the face-to-face option and conduct the primary data collection online. The VSM intervention had to be adapted for its use on an online platform, in such a way that the platform would support knowledge building interactively, with a series of participants. This paper describes the format and visual appearance of the online VSM framework, its application, and the lessons learned through this exercise. Two points deserve to be highlighted: First, although the exercise outcome was very valuable for the next stage of the design, the participants' capacity for collective and individual reflection during the workshop was limited. Second, participants continued adding comments via the adopted online visual collaboration platform after the workshop ended, showing an understanding of the process and commitment beyond the researchers' expectations. The outcomes from this experiment are promissory, suggesting that online Systems Thinking interventions deserve further development.
'Virtual' Action Research: Two examples
Stowell F and Kramarova P
Action research is the predominant approach for organisational inquiry, but it comes in many guises and in some cases ends up as all action and no research. A common feature of all action research is the necessity to meet stakeholders in person in order to gain an understanding 'from within', this is particularly the case where 'soft' action research is the basis of the inquiry. In this paper first, we reflect, briefly, upon the history of action research and second, upon the lessons leant from the outcomes from two projects. The first project was conducted 'virtually', between a college in the USA and one in the UK and the second undertaken during the disruption caused by the restrictions arising from the Covid-19 pandemic. The experiences gained from these two 'virtual' action research projects and the lessons learnt are of interest to both the 'traditional' and 'soft' action research community.
Entropy in Education System: Transformation of an Individual Through Meaningful Interactions in a Community of Inquiry
Ahmad MI, Khan IA, Ahmad M, Husain A and Jamaludin R
Every individual is unique and may serve a unique purpose in this life. Education is widely accepted to be the means of transformation of individuals so that they may achieve their unique success or create their own lives. However, not every individual seems to be realizing their true potential. This paper explores the concept of entropy in education system as a force that is usually imagined to oppose realization of potential of an individual during life in this phenomenal world. Alternatively, the same may provide an impetus that is necessary to bring in organization in oneself to realize the hidden potential. A one group Pretest-Posttest quasi-experimental design was used to draw the conclusions on data obtained from participants of workshops in three different modes, viz. face-to-face Pre COVID-19, face-to-face in COVID-19 with SOPs, and online in COVID-19. Realization of an individual's potential was represented as a dependent variable, i.e. transformation in cognition, skills, and attitude while the independent variables taken into account were the meaningful interactions of an individual with peers and advanced learners in a designed environment. It was inferred from the results that transformation in learners' cognition (6-30 %), skills (0-20 %), and attitude (5-32 %) occurred through human discourse, in a community of inquiry.
Institutional Divergence of Digital Item Bank Management in Bureaucratic Hybridization: An Application of SSM Based Multi-Method
Muhammaditya N, Hardjosoekarto S, Herwantoko O, Fany YG and Subangun MI
This study aims to analyze institutional divergence of Beckert (2010) by measuring the reframing of three constitutive principles of Digital Weberian Bureaucracy (DWB). In contrast to the studies by Gaus et al. (2017), Sofyani et al. (2018), Muellerleile and Robertson (2018), Turner et al. (2019), and Meilani and Hardjosoekarto (2020), this study explores normative and mimetic mechanisms resulting in the mixed pattern of public administration (Traditional Public Administration (TPA), New Public Management (NPM), and Post NPM), focusing on the transformation of Digital Era Governance (DEG). Employing Soft Systems Methodology (SSM) by Reynolds and Holwell (2010), combined with Text Network Analysis (TNA) by Segev (2020) and Social Network Analysis (SNA) by Borgatti et al. (2014), this study shows the micro dynamics of relationships between actors, the meso dynamics of organizations, and the absence of regulations at the macro level, all of which lead to institutional divergence in the form of fully hybrid governance (as proposed by De Waele et al. (2015)) that is also caused by normative and mimetic mechanisms. Complementing the study of DWB, this study suggests that computer literacy and programming languages are essential to be improved by future bureaucrats as social actors to achieve the success of digital transformation.
Cultural Challenges of ERP Implementation in Middle-Eastern Oil & Gas Sector: An Action Research Approach
Ali M, Edghiem F and Alkhalifah ES
The purpose of this paper was to examine the cultural barriers that existed at various stages of the Enterprise Resource Planning (ERP) implementation process, using the Middle-Eastern oil and gas sector as a case study. Due to a variety of cultural implications, ERP implementation rates in the oil and gas sector in Middle-Eastern developing countries are extremely low. Although the literature highlighted numerous ERP implementation theories that attempted to overcome the cultural complexities of ERP systems, there are few studies that have framed these complexities using action research theory in order to provide potential solutions to these challenges, particularly in Middle-Eastern developing countries where cultural settings are distinct from those in Western developed countries. Action research AR, in conjunction with documentation, observations, and interviews, aided in the exploration of the culturally complex barriers encountered during the pre-implementation (plan and propose), implementation (do), and post-implementation (assess and improve) stages of ERP projects conducted within a Middle-Eastern oil and gas organisation. This article confirms numerous cultural implications at each stage of the ERP implementation process, including team conflict, managerial authority, and a lack of an IT culture, all of which contributed to the project's delay. Other impediments, such as a lack of commitment to training and technophobia, persisted throughout the post-implementation phase and the subsequent follow-up experience under the recent COVID-19 pandemic. This article contributes to theory and practise by highlighting the culturally complex barriers that underpin many ERP implementations in the Middle Eastern oil and gas sector. This information can assist practitioners and researchers in developing future research and ideas to mitigate future ERP implementation challenges in this region.
The 'Covid-Trigger': New Light on Urban Agriculture and Systemic Approach to Urbanism to Co-Create a Sustainable Lisbon
Simon S
In 2018, Lisbon won the title of Green capital of Europe 2020. It was described by the Expert Panel as an inspirational city which had started its journey towards sustainability during a period of economic crisis. A year later, Covid-19 had become a global pandemic. Imposed confinements highlighted the extent to which globalisation has spread the virus, as well as the particular fragility of places like cities where people, living together, were asked to not physically interact anymore. Exploring further that very particular global crisis can help to identify the faults in our economic systems and to ask why Lisbon was neither resilient nor sustainable in the face of that adversity. In addition to highlighting how weak our health is, Covid-19 has exacerbated vulnerabilities in Lisbon such as job losses (especially in the touristic sector), food supply (Portugal imports 70% of its food) and food waste. This paper explores how the activity which, ', meets the most basic of our needs (food), through the example of Urban Agriculture (UA), could contribute to discussions on what makes a city sustainable. A literature review on UA in Lisbon highlights its various benefits, complemented by a broader literature review which converges to showing how UA can help to address the vulnerabilities generated or exacerbated by Covid. Having shown its potential contribution to addressing crises, this article then suggests to examine how systems approaches could help to incorporate UA further in a new type of more participatory urbanism aimed at creating sustainable cities.
A Hybrid Use of Soft Systems Methodology for Developing a Framework of Evidence-Based Teaching for Hospitality and Tourism Instructors in Vietnam
Luong TT, Huynh VN and Kim E
This paper adopts the hybrid use of (SSM) as a process of inquiry into understanding the lack of a framework for (EBT) in hospitality and tourism education in Vietnam. By combining SSM techniques with interview data, we also develop an EBT framework for the hospitality and tourism profession. The proposed framework addresses three essential sources of evidence for teaching: (1) research-based professional and pedagogical methods, (2) industry-based materials to ensure education-industry linkage, and (3) instructors' knowledge, experience and assumptions about their teaching roles in the classroom. This conceptual framework can be used as a guideline for conducting relevant curriculum renewal and pedagogical reforms in hospitality and tourism institutions in Vietnam.
The Art of Teaching Professional Practice: An Action Research Methodology Inspired by Ulrich's Systems Concepts
van der Linde S and Goede R
Learning the art of any professional practice like engineering design or computer programming is a challenge for students and adds to the complexity of teaching such a technical discipline. Institutional regulations, along with industry expectations, increase the burden on the educator to develop a successful instructional environment. Critical systems thinking provides practitioners, in general, with a framework for understanding interrelation and complexities in a variety of problem situations. The art of systems thinking requires discourse on both the interdependencies, and multiple perspectives present in a problem situation. However, little guidance exists for educators in applying the concepts of critical systems thinking in their everyday practice of teaching a professional practice module at university level. This paper suggests a methodology based on action research and critical systems thinking concepts, to incorporate the art of systems thinking in the teaching of a professional practice module. The phases of action research are described from the critical systems perspective of Ulrich, in order to provide guidelines for an educator to embrace the complexity of professional practice education. Programming is used as a demonstration of the proposed methodology. The methodology incorporates systems thinking aspects such as the totality of conditioned realities, boundary critique, and acting as a witness sensitive to polemical argumentation on behalf of the affected. It demonstrates how Ulrich's approach involves - and respects - all stakeholders in a system and guides the individual educator to excel in teaching a professional practice module. By making a conscious effort to listen to the affected and to incorporate as many conditioned realities as possible, the educator should be able to improve student engagement, resulting in better skills. We provide a demonstration of the art of teaching a professional practice module methodology which enables the educator to develop the programming skills of students in a complex environment.
Indigenous Sundanese Leadership: Eco-Systemic Lessons on Zero Emissions: A conversation with Indigenous leaders in Ciptagelar, West Java
Widianingsih I, McIntyre JJ, Rakasiwi US, Iskandar GH and Wirawan R
'Ecology of mind' (Bateson, 1972) is a key concept applied to this project engaged in by a social anthropologist, a policy researcher, and a Sundanese Chief. Together we explore how the agendas for COP 26 could be attained and to what extent the Nobel economist Elinor Ostrom's (2018) eight principles are relevant for managing the commons and key learnings that can be shared more broadly.The paper details the Sundanese forest community's organisational systems to support living in ways that re-generate and sustain the forest and the way that the community has connected with Universitas Padjadjaran and an NGO called the Common Room Networks (common room.id), in order to support and extend their learning with nature program within and beyond Indonesia. Decolonising and learning from Indigenous leadership can be fostered through forming communities of practice between universities and indigenous leaders. The paper discusses how the Ciptagelar community demonstrates low carbon living and how they have organised agriculture in terms of a seasonal calendar. It makes the case that sharing their agricultural methods and community lifestyle to lower emissions could help to inspire others to follow their re-generative approach to governance and their organisational strategies. The paper demonstrates the relevance of Ostrom's principles which are considered in relation to the case study. On the basis of a series of conversations held via zoom and email we make a case for learning from the leadership rooted in the Sundanese culture and demonstrated in West Java First Nations. It can be read as a twin paper with the paper on the Venda forest, titled 'Eco-centric living: a way forward towards zero carbon'.
Institutional Reconstruction of Promoting and Maintaining the Level of Compliance with Health Protocols in Indonesia during the Pandemic
Adnan RS, Harmadi SHB, Hardjosoekarto S and Muhammaditya N
This article aimed to observe the efforts of Indonesia and the problems faced in fighting the COVID-19 pandemic regarding the indecisive public policy and the reluctance of people from all walks of life to comply with the Health Protocols (HP) from the perspective of sociological institutionalism (Nee 2003; Nee and Opper 2015). A two-step variant of SSM-based multi method by Muhammaditya et al. (2021) was applied by inserting (1) Textual Network Analysis by Segev (2020) at stage 1 of SSM to obtain an insightful understanding of the problem situation and to enrich the rich picture, and (2) Social Network Analysis at stage 5 of SSM to expand a skillful discussion on the reality. The research novelty was elaborated in four main empirical facts: , government policies had initially faltered in dealing with the pandemic, reflected by the dissonance in the statements made by high-ranking state officials. , there was a great number of people disregarding HP and pandemic mitigation policies, particularly during annual rites, the end of year celebration, and Eid Al-Fitr. , the government encountered a dilemma in issuing policies, whether to remain encouraging economic growth, guarantee the continuity of economic activities, or end the spread of COVID-19. , the direct involvement of the president in handling COVID-19 had a significant impact in reducing active cases that no province was declared as alert areas in October 2021. Meanwhile, the methodological novelty reflected in broader data and analysis through SNA and TNA methods had enriched the practice of SSM in finding sharper conclusions.
Conducting Action Research to Improve Operational Efficiency in Manufacturing: The Case of a First-Tier Automotive Supplier
Tébar-Rubio JV, Ramírez FJ and Ruiz-Ortega MJ
Optimising available resources and minimising production costs and throughput time is vital for first-tier suppliers in the worldwide automotive sector. To develop this type of optimisation and efficiency, MAHLE applied Action Research (AR) in one of its factories located in Spain. A multidisciplinary collaborative work team was created with the aim of deploying the AR initiative in combination with Lean Manufacturing and Six Sigma tools. Four improvement and learning cycles were deployed and key performance metrics were defined to collect and measure data in order to analyse the improvements achieved. The application of the AR initiative in the production line of a power filter device enabled improvements in both production times and quality indicators in the manufacturing process. The most outstanding results were the improvements made in the decrease in initial throughput time (34.78%) and in average daily rejections (73.53%). In addition, the AR initiative generated practical and theoretical contributions for business and academia, allowing the AR initiative to be applied in other areas of the company, and contributing to the current state of the art in the industrial application of this methodology.