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The case study approach has been widely used in management studies and the social sciences more generally. However, there are still doubts about when and how case studies should be used. This paper aims to discuss this approach, its various uses and applications, in light of epistemological principles, as well as the criteria for rigor and validity.

This paper discusses the various concepts of case and case studies in the methods literature and addresses the different uses of cases in relation to epistemological principles and criteria for rigor and validity.

The use of this research approach can be based on several epistemologies, provided the researcher attends to the internal coherence between method and epistemology, or what the authors call “alignment.”

This study offers a number of implications for the practice of management research, as it shows how the case study approach does not commit the researcher to particular data collection or interpretation methods. Furthermore, the use of cases can be justified according to multiple epistemological orientations.

The purpose of this paper is to investigate the international market development process in small- and medium-sized exporting firms (SMEs) and to examine the influence of “unexpected market events” in relation to actual market activities.

The discussion is illustrated with a multiple case study. The data in the cases were collected by using secondary data, but also through face-to-face interviews with export executives in the firms. The cases for this research were selected on the basis of suggestions from the Swedish Export Council who applied their own interpretations of firms that have shown rapid export development.

SMEs are becoming more involved in international activities and exhibiting market behaviours not previously seen. The recognition that internationalization is affected by multiple influences has led to a growing interest in contingency approaches. The findings in the study are illustrated by a typology of international market behaviour.

The study is limited to a few exporting firms within the manufacturing industry so the results of the study can only be tentative.

The number of SME firms operating in international markets has grown. The findings in this paper emphasize the importance of the fact that management has the interest, experience and commitment necessary for international activities.

The interest in the study is focused on capturing the steps in the development process that diverts internationalization in a firm from the traditional path of exporting in SMEs. The multiple case studies illustrate the fact that unexpected market events can influence the firm’s marketing behaviour and the international marketing strategy.

The purpose of this study is to explore warehouse configuration in omni-channel retailing.

A multiple case study is conducted with six large omni-channel retailers from three different sectors.

The study shows an increase in the number, variation and frequency of flows passing through omni-channel warehouses. Along with an increased variety of stock keeping units (including singles vs multipacks), there is an increase in the complexity of planning and coordination of order fulfillment. Retailers test a mix of different solutions for storage and picking and partly shift focus to advanced sorting operations. The companies already have or plan to invest in substantial automation systems, which emphasize the importance of capturing and using accurate master data.

The study highlights the need to understand the interrelations and co-development of configuration elements in omni-channel warehousing. The findings also suggest that a successful transformation requires increased collaboration with upstream and downstream partners. Conceptual models are developed to illustrate strategies and development paths in omni-channel warehousing, and suggestions for future research are summarized in a research agenda. A research limitation is the focus on Swedish retailers in three sectors (fashion, consumer electronics and DIY/construction material). Future studies can include additional sectors, extend the geographical scope and explore cross-regional differences.

As one of the few deeper case studies on omni-channel warehousing, practitioners will find new configurations described and analyzed here. Along with conceptual models, a synthesis of challenges and potential solutions are presented to support retailers’ practical analysis and decision making.

This is one of the first multiple case studies that go deeper into omni-channel warehouse configuration, which is of increasing importance to both scholars and practitioners in the field.

Improved performance in operational (lean) and environmental (green) dimensions has been extremely critical to the global competitiveness of organizations. As the performance of small- and medium-sized enterprises (SMEs) is influenced by various external and internal factors, the purpose of this paper is to analyze the lean–green performance of Indian manufacturing SMEs by investigating the influential relationships of various factors along with the set of lean and green practices adopted by the firms.

The study employs a holistic approach by integrating multiple case study and data envelopment analysis (DEA) in eight manufacturing SMEs to verify a set of five propositions relating issues such as organizational factors, quality and environmental management certifications, implementation of lean and green practices with operational and environmental performance in Indian SMEs. Within-case analysis and cross-case analysis are used for a qualitative investigation of cases while DEA with four input variables, two desirable output variables and one undesirable output variable, is used for quantitative investigation with returns to scale (RTS) and damages to scale (DTS) analysis.

The RTS/DTS results suggest that Indian SMEs exhibit decreasing RTS and increasing DTS, implying that they need to decrease their operational sizes in order to improve the operational and environmental performance. The possible alternative and more practical strategy could be to introduce new technology innovation and holistic adoption of manufacturing excellence initiatives such as lean and green.

The research findings provide insights into the lean and green performance enhancement approach in the context of SMEs. The study extends key managerial implications and policy-related guidelines.

INTRODUCTION This paper examines some of the issues which arise from management research which develops theory from case studies. It first raises some fundamental questions which arise when case material is used in management research. For example, confusion surrounds the distinctions between qualitative data, inductive logic and case study research. Further, the processes of building theory from case studies lacks clarity. To help clear up some of these matters several research programmes are described in which the author has been personally involved and which developed theory from case studies. These case studies are used as illustrations of the multiple ways that case material might be used. Although every researcher has his/her preferred approach, it is concluded that case studies may be built up in a number of ways from, on the one hand, deep single case studies to multiple case studies using comparative logic, on the other. Between these two extremes are a number of hybrid methods which use both approaches.

The purpose of this paper is to increase productivity through smart maintenance planning by including productivity as one of the objectives of the maintenance organization. Therefore, the goals of the paper are to investigate existing machine criticality assessment and identify components of the criticality assessment tool to increase productivity.

An embedded multiple case study research design was adopted in this paper. Six different cases were chosen from six different production sites operated by three multi-national manufacturing companies. Data collection was carried out in the form of interviews, focus groups and archival records. More than one source of data was collected in each of the cases. The cases included different production layouts such as machining, assembly and foundry, which ensured data variety.

The main finding of the paper is a deeper understanding of how manufacturing companies assess machine criticality and plan maintenance activities. The empirical findings showed that there is a lack of trust regarding existing criticality assessment tools. As a result, necessary changes within the maintenance organizations in order to increase productivity were identified. These are technological advancements, i.e. a dynamic and data-driven approach and organizational changes, i.e. approaching with a systems perspective when performing maintenance prioritization.

Machine criticality assessment studies are rare, especially empirical research. The originality of this paper lies in the empirical research conducted on smart maintenance planning for productivity improvement. In addition, identifying the components for machine criticality assessment is equally important for research and industries to efficient planning of maintenance activities.

The purpose of this paper is to present relationship between operation and management practices analyzing the results achieved by both public organizations prone to deploy Lean Six Sigma (LSS) and public organizations that have already implemented the method. The goal is to support the start of method deployment by public managers and the creation of more efficient and effective processes in public organizations.

An analysis of synergies between findings in the multiple case study carried out in Brazilian public organizations from health and education sectors and successful implementations found in the LSS literature is made.

The fact that this research comprised organizations from different segments allowed good practices and difficulties to be identified in a unique way, adding more value to the research carried out and increasing the potential of support to the public manager. In addition, it was possible to map the most mentioned benefits of LSS deployment in both health and education sectors and link them to systematized LSS practices.

The presenting research should initiate a scientific discussion on public sector areas more prone to LSS and guide researchers in the development of case studies aimed at the application of this method in public organizations in general.

This paper can assist public managers to become aware of the potential of the organization they manage in the adoption of LSS principles and practices enabling a better quality of services provided to citizens.

The finding that public health organizations are more likely to implement LSS principles and practices when compared to public organizations from other segments can guide more in-depth studies that justify why some organizations would be better able to implement the LSS method and others would face more difficulties in a hypothetical deployment.

The global demand for food is expected to increase by 60 percent by 2050 when the world’s population reaches 9.1 billion. To meet this challenge significant investment in the agricultural sector is required to embrace innovative financing mechanisms that can benefit sustainable agricultural development, food security and nutrition. The purpose of this paper is to analyze the agricultural value chain (AVC) financing approaches and tools in India. It presents a proper understanding of the different case studies of Indian AVC financing models and related instruments. It also offers some useful recommendations to improve their efficiency.

The authors employ the multiple case studies approach to research which allows for a purposive sample and the potential for generalizability of findings. This provides a more rigorous and inclusive approach than a single case study research due to the triangulation of evidence. Subsequently, the authors offer an explicit description of AVC financing models. In the next phase, a thorough assessment of these models is made. Finally, the authors formulate some useful policy recommendations based on the findings of the analysis.

There is a need to review the value chain models that exist in the context of – lead actors, business model and sustainability strategy. Determining actual and critical points of finance such as the current flows of funds and their sources of financing, what is needed and in what point in time is significant to enhance the effectiveness of the models. Further, there is a need to analyze and compare financing options such as their relative strengths, risks and costs of financing for each level of participant in the chain. The authors observe that rather than investing in one component of the chain, the financial institution can grow expertise in the chain, share this knowledge and provide financing to support services. This not only benefits clients, but also expands lending opportunities while lowering the risks.

The study primarily focusses on AVC financing approaches and tools in India and attempts to analyze the inadequacies in the value chain models. The case study approach is adopted as the accurate data on value chain financing are not available for the analysis.

The study has come out with the following policy recommendations: the governments (union government as well as state governments) – in partnership with the private sector need to spearhead and develop measures aimed at making the operation of the value chain efficient, fair, profitable and sustainable; governments have to focus on creating an enabling policy and regulatory environment and, providing the necessary support services in order to attract more investments. These will lower the transaction costs, facilitate the smooth flow of finance along the chain and ultimately increase value-added; financing for processing and marketing is particularly crucial for growth and expansion of the chain; bank finance should not be limited to short-term production loans, but also include big-ticket loans with longer maturities to finance investments in farming equipment and machinery, transportation, storage, mills and other processing/post-harvest facilities.

This study is the first of its kind as it is based on a multiple case studies approach in understanding and analyzing the efficiency and effectiveness of AVC financing models in India by evaluating eight of such models. Besides, it offers quite useful policy recommendations to improve their efficiency.

The purpose of this paper is to present multiple case studies of women in leadership roles in India with a view to identifying inhibitors, facilitators and the strategies adopted by them to mitigate the challenges in their odyssey to these positions. The paper contributes to the pivotal subject of under-representation of women in apex positions, which has garnered the attention of researchers in recent years grappling with the identification of the underlying causes. Thus, with a view to narrowing the gender gap in leadership positions, a greater understanding of this phenomenon is called for.

The paper adopts exploratory case study method using multiple case studies. Empirical data were gathered using in-depth semi-structured interviews and personality test (NEO FFI) from women in leadership positions. The qualitative data were analysed using thematic analysis.

The analysis of data has led to the identification of challenges faced by the women that were categorised as personal, professional, organisational and social issues. Further, six themes emerged as the strategies adopted by the women leaders to overcome the challenges. The paper also highlights the critical social, behavioural and organisational facilitators that played an important role in their leadership journey. The paper also includes context-specific findings of women leaders from Indian industry.

The paper would have relevance for researchers and practitioners in the field of gender diversity, leadership, organisational behaviour and human resource management. The findings of this paper can be leveraged by organisations to retain and manage female talent, which is a focal area in the present dynamic business environment, when a need for gender diversity is widely acknowledged by the top management in organisations. The exploratory case studies provide vistas for gender-based context-specific and cross-cultural research on the challenges faced by women executives in their leadership journey and the strategies adopted to mitigate these.

Though a great deal has been written about the barriers to women’s career advancement, less is known about the facilitators of women’s advancement. Also, women in the Asian context face unique challenges which present a major problem for multinational companies whose hopes for growth are pinned on emerging markets. The paper has identified new emergent themes, which have not been mentioned in the extant literature nationally or globally. The findings provide inputs to companies to adopt policies and practices to facilitate gender equality in leadership. The paper bridges the knowledge gap and makes conceptual contributions for future research.

The purpose of this paper is to explore different drivers and volume flexibility strategies employed in manufacturing firms. It also examines contingent factors, which determine volume flexibility requirement in manufacturing firms.

Using a multi-case study approach, the study examines and analyses drivers, strategies and contingent factors that affect volume flexibility in four Indian manufacturing plants belonging to automobiles, auto ancillary, fashion apparel and electrical industry.

The empirical analysis suggests various drivers of volume flexibility and different strategies employed by firms to enhance flexibility. The study also illustrates various contingent factors that determine the need of volume flexibility in firms.

The sample of the study is majorly confined to the northern region of India. Methodologically, the analysis is solely based on the qualitative data.

The study suggests practitioners to consider a range of contingent factors, while evaluating the need of volume flexibility in manufacturing plants. Rather than relying on a single strategy, a mix of strategies should be used to develop volume flexibility in firms.

The identification of a range of strategies employed by volume flexible firms as well as contingent factors that need to be evaluated before employing volume flexibility are the major contributions of this study.