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This chapter describes two change efforts involving participatory action research within the pharmacy operations division of Kaiser Permanente. Focus is on a parallel learning mechanism that has been used to support communications and change during two large-scale information technology interventions. It begins with basic background information on participatory action research in organizations. Since the case setting is Kaiser Permanente, the chapter provides some information on the U.S. healthcare industry context and then shifts to Kaiser’s communication forum, a learning mechanism that has been in place for 35 years. Cognitive, structural, and procedural aspects of the learning mechanism are explored, and the chapter features interviews with some of the key forum players. Both in the forum’s infancy and in its current more institutionalized state, the pharmacy organization has been in crisis. Implications for the use of parallel learning structures on a long-term basis to support long-term participatory action research are explored along with contributions to theory on insider/outsider action research.

Since 1973, the pharmacy operations division of the Kaiser Permanente Medical Care Program (KPMCP) has used long-term action research programs as the principal method for orchestrating change. This chapter covers the evolution of action research theory within large, complex organizations, with particular attention to health care organizations. Four case examples from KPMCP are discussed in depth and mapped to the recently advanced Roth model of insider action research. This model considers external and internal business context, the perceived need to create new organizational capabilities, as well as insider action research theory and learning mechanisms used in change programs. Issues posed by the Roth model are explored, and new theory is advanced regarding the need for a long-term perspective, the advantages and difficulties posed when managers act as insider action researchers, and the quality of data gathering that takes place during insider action research change programs.

The present study sets out to understand how a manufacturing company in the maritime industry utilized creative design principles and developed service design routines to advance digital servitization (i.e. the transition to offering smart product-service-software systems–PSS) and realize subsequent positive growth outcomes.

We build upon a longitudinal single case of a marine solution provider. Using an action research approach, we collected data through in-depth interviews and informal conversations involving senior managers, project members and customer representatives over a three and a half-year period. In addition, secondary data such as documentary data, service design tools and visualization were utilized.

The inductive analysis highlights the underlining role of four service-design routines that drive creativity and an innovative approach to digital servitization transformation. More specifically, we identify (a) user insights through creative customer data acquisition, (b) smart PSS collaboration through co-creation across departments, (c) smart PSS ideation through creative forms of collaboration and (d) effective smart PSS delivery and commercialization through creative concept design as the drivers of the case company digital servitization transformation.

We encourage senior managers within large manufacturing companies to promote the development of service design routines as these promote the transformation process from being a product-centric to service-centric firm. The four service design routines are built on a set of service design sub-activities providing concrete actions that can be applied by senior managers to successfully develop and deliver smart PSS offerings and achieve growth outcomes.

This study contributes by integrating digital servitization and service design literatures. We illustrate how manufacturing firms can drive a transition to digital servitization through service design activities and routines development for smart PSS strategy implementation.

This paper aims to revisit the debate on the insider-outsider positionality of the researcher in conducting qualitative research by highlighting the challenges of researching sexual harassment and harassment among stigmatized or hidden groups of individuals in a culturally value-laden backdrop in South Asia.

The authors drew on a bricolage of methods to analyze and write this paper. First, the authors borrowed from the case study approach to select three research projects that would shed light on the argument raised in the study. Then, narratives, together with self and critical reflexivity were used to write reflective narratives, which served as data for this paper. Next, the authors used the thematic analysis method to analyze the reflective narratives. Finally, the authors drew from literature and the experiences to provide recommendations for the challenges thus identified.

The critical reflections highlight three overarching challenges the authors encountered as insider-outsiders in researching a sensitive topic among stigmatized/hidden groups in a value-laden cultural backdrop: 1) difficulty in recruitment, 2) internalized gender norms and 3) unconscious biases. Based on these challenges, the authors posit that what is pertinent is not whether a researcher is an insider, outsider or in-betweener per se, but how to maximize benefits and minimize pitfalls of being an insider or outsider and employing other means of overcoming the drawbacks. The authors also claim that being more sensitive to the culture, reflexive, flexible and experienced would help overcome challenges faced when conducting research of this nature as insiders-outsiders.

There appears to be little empirically derived inquiry on the insider-outsider positionality of the researchers at the intersection of sensitive topics, stigmatized participants and culture. Our reflections and suggestions address this lacuna while revisiting the simplistic use of insider-outsider dichotomy and proposing other means to overcome the drawbacks brought on by the researcher positionality.

The purpose of this paper is to draw on the direct experience of a practitioner undertaking real-time research in his organization to offer insights into the dual role of practical insider and theoretical outsider. The duality helps the researcher to live “in” and think “out” of the research context to develop a theory for practice and then transpose it to a practice for theory through the collaboration of an external theoretical insider.

This is a theoretical account of the reflexive experience of the practitioner reintroducing relational ethnography, where the researcher regards processes and spaces as the objects of analysis rather than bounded groups and places. It emphasizes the relational significance of the researcher, researched, and theoretical insider in exploring the structures of relations and meanings in the field of professional practice.

The paper argues that understanding the complementariness and paradoxes of the dual role helps the researcher to identify knowledge gaps and contest commonsense knowledge in search of critical knowledge and theoretical insights. The transition between the bounded (restrained) and unbounded (unrestrained) selves occurs in the holding space of research, influencing the position from which the researcher views himself, his subjects, and his social world.

The paper extends the dimension of ethnographic research, which de-centers the authority and control of the researcher to that of the relationship between the researcher and informants, by focusing on the relational significance between the researcher, researched, and theoretical insider. This perspective gives rise to a deeper understanding of relational ethnography, seen largely in sociological research, as relevant to organizational research, where structures of relations and actions explored in real time could account for the configuration, conflict, and coordination of work practices.

The purpose of this paper is to explore the relatively hidden phenomenon of researchers who not only study dirty work but who also occupy the position of dirty workers. Drawing on the sociological debate on insider-outsider categories in research, this paper describes how these types of “dirty work/er researchers” understand and negotiate their occupational subjectivity and the methodological and epistemological resources they bring to their research practice.

Two biographical narratives from different types of “dirty work/er researchers” are analysed using a feminist epistemology of corporeality, social difference and power.

Ambivalence is an underlying dynamic of the narratives which indicate that the stigma attached to certain types of dirty work histories act to both facilitate and constrain research practice. Ambivalence disrupts strict binary categories often relied on in research such as insiders and outsiders, empowered and powerless and researcher and Other.

The experiences of “dirty work/er researchers” indicate a need to reconsider ethical, methodological, epistemological issues within social research.

Participatory research frameworks such as peer research should pay closer attention to issues of professional status, power and risk. Further research is required on what happens after peer researchers leave the field.

This paper contributes to the knowledge of the relatively hidden world of the “dirty work/er researcher”, their occupational experiences and the methodological and epistemological resources they bring to their job.

I provide an exploration and critique of reflexive research practice, which explores the nature of reflexivity, its relevance to and influence on accounting academic identity formation.

The paper gives detailed explanations of three different approaches to reflexivity dependent on perspectives on reality and exemplifies the chosen approach – intersubjective reflexivity. It draws from three personal experiences to illustrate intersubjective reflexive practice in action and its impact on academic identity, including my own identity as a feminist accounting academic. The examples involve the process of reflexively “being struck” regarding voice and representation; addressing power, privilege and decolonisation in knowledge production; and negotiating insider/outsider academic identities.

I reconceptualise and illustrate reflexivity as academic identity formation that enables transformative experience and more reflexive academic praxis within a turbulent academic context. Reflexive academic identity formation will resonate with accounting academics who are reflecting on the role and purpose of the accounting academy and their identity within it.

The paper provides a significant contribution into understanding intersubjective reflexivity, by reconceptualising intersubjective reflexivity beyond research and applying it to the identity formation of accounting academics. I identify the process of reflexive identity transformation through active engagement in identity work and emotion work, which transforms academic praxis. I argue for a broader more nuanced and power-laden perspective on reflexivity and academic praxis, which moves us to consider the responsibility of our academic identity and actions as accounting academics.

The scholarly conversation about insider and outsider positionality in observational research is long, rich, and often contentious. Debates about the benefits and challenges of studying sites where researchers share insider identities with participants, in particular, have yielded insights about power, inequality, and the uniquely relational character of observational research. In this chapter, we enter this conversation by relating our experiences with outsider-ness and insider-ness while studying social movements. We draw on two ethnographic case studies of social movement organizations within higher education settings. We identify some of the challenges faced while qualitatively studying identity-based movements embedded within institutions, specifically (1) being mindful of and negotiating the impact of researcher identity and how it relates to those of the subjects; (2) determining one's level of participation within the movement being studied; and (3) securing research approval and access to data. We offer suggestions for how researchers might think through these challenges in their own work.

The paper is based on a doctoral action research project in which three ESL teachers and the author in one secondary school in the Seychelles focused on strategy instruction in the process approach to writing instruction with the aim of helping students become effective writers. The project enabled the author to establish relationships with the participating teachers as educator, facilitator and collaborator. To ensure the trustworthiness of the research, the author needed to clarify and explore the complex relationships to the setting and participants being studied. The paper aims to discuss these issues.

In this paper, the author reflexively discusses the development nature of my research: language learning strategies (LLS) and draw upon my experience of working with three ESL Seychellois teachers in the reflection and planning stage of the Core Action Research project to critically reflect on the negotiation of my position in practice.

Reflecting on the author’s positionality in relation to how the teacher participants constructed the identity has helped the author to be more reflexive and engage with the research process in a more meaningful way.

The author’s experience suggests that one’s positionality is never fixed and stable, but rather may be characterized as changing and fluctuating according to the context, content, feelings and ideas expressed.

The paper aims to show the impact of insider/outsider researcher positionality and the lessons from researching the social construction of HIV stigma and sexual health-seeking behaviour within black sub-Sahara African communities (BSSA).

The paper is a reflection on the impact of researcher positionality based on lessons learnt following a research study on the social construction of HIV stigma and sexual health-seeking behaviour within BSSA communities.

Researcher positionality has a direct impact on the quality and nature of study outcomes. Depending on the nature and circumstances of a given research study, the researcher status in terms of position (insider or outsider) can be dynamic and instrumental in the level of participation by research participants. In this paper, the authors consider three important interdependent aspects central to conducting research including researcher identity, research participants and the research topic to assess the impact of researcher status on the quality and nature of the information provided by the research participants.

A researcher who is viewed as both an insider/outsider can either positively or negatively influenced the quality and nature of the information given by the research participants.