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essential-guide-to-qualitative-in-organizational-research

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340 –––––––––– QUALITATIVE METHODS IN ORGANIZATION STUDIES ––––––––––––––––––system <strong>in</strong> an eng<strong>in</strong>eer<strong>in</strong>g company. The <strong>research</strong>ers worked with the company from 1988until 1990, mak<strong>in</strong>g two sets of recommendations (<strong>in</strong> 1989 and 1990). A follow-up visit wasundertaken <strong>in</strong> 1996. (A fuller account of this study is given <strong>in</strong> Symon and Clegg, 1991.) The<strong>research</strong>ers used SSA as a means of organiz<strong>in</strong>g and <strong>in</strong>tegrat<strong>in</strong>g some complex data, and as avehicle for recommend<strong>in</strong>g how the implementation process could be better managed. Forillustrative purposes the project is described chronologically us<strong>in</strong>g the stages of SSA.Stage 1: the problem situation or ‘mess’The study was undertaken <strong>in</strong> an aerospace eng<strong>in</strong>eer<strong>in</strong>g company employ<strong>in</strong>g around 2,000people. The company is part of a multi-national corporation and has a good reputation forthe design and manufacture of high precision, small batch, eng<strong>in</strong>eer<strong>in</strong>g products. Thecompany has a complex <strong>organizational</strong> structure. Of particular relevance here are three majorfunctions: design, manufacture and corporate eng<strong>in</strong>eer<strong>in</strong>g. The design function is split <strong>in</strong><strong>to</strong>different product groups. The manufactur<strong>in</strong>g department has a traditional organization basedon mach<strong>in</strong><strong>in</strong>g process. It manufactures for all the design product groups, and the productsflow through the production process from one mach<strong>in</strong>e area <strong>to</strong> another. The corporateeng<strong>in</strong>eer<strong>in</strong>g function is a central head office group which provides specialist eng<strong>in</strong>eer<strong>in</strong>gsupport <strong>to</strong> the whole company. His<strong>to</strong>rically the company has been good at <strong>in</strong>novativeeng<strong>in</strong>eer<strong>in</strong>g. Typically the design eng<strong>in</strong>eers take pride <strong>in</strong> design<strong>in</strong>g new products <strong>to</strong> meetthe needs and specification of their cus<strong>to</strong>mers. They then hand over the design <strong>to</strong> themanufactur<strong>in</strong>g department who are responsible for mak<strong>in</strong>g the product. These two functionsoperate relatively au<strong>to</strong>nomously and there has been little success at improv<strong>in</strong>g <strong>in</strong>tegrationbetween the two functions.Senior managers <strong>in</strong> corporate eng<strong>in</strong>eer<strong>in</strong>g decided <strong>to</strong> <strong>in</strong>vest <strong>in</strong> an advanced CADCAMsystem. The ma<strong>in</strong> objectives for this <strong>in</strong>vestment <strong>in</strong>cluded: reduced lead times for meet<strong>in</strong>gcus<strong>to</strong>mer demand; improved quality; reduced cost; <strong>in</strong>creased <strong>in</strong>tegration between design andmanufacture; and improved design for manufacturability. The <strong>in</strong>itial direct cost of the newsystem was around £3m and this <strong>in</strong>cluded 55 CADCAM term<strong>in</strong>als.To manage the purchase and implementation of the new system, the direc<strong>to</strong>r ofeng<strong>in</strong>eer<strong>in</strong>g set up a project management team supervised by a project board. The projectteam was led by a full-time project manager from corporate eng<strong>in</strong>eer<strong>in</strong>g (whose title wasproject manager of computer aided design). He was assisted by a specialist <strong>in</strong> <strong>in</strong>formationtechnology (on part-time secondment from the management services department, also located<strong>in</strong> head office). The project board was chaired by a senior manager from corporateeng<strong>in</strong>eer<strong>in</strong>g and <strong>in</strong>cluded representatives from eng<strong>in</strong>eer<strong>in</strong>g, management services, design andmanufacture (all on a part-time basis).The role of the <strong>research</strong>ers was <strong>to</strong> <strong>in</strong>vestigate the implementation process and <strong>to</strong> makerecommendations for improvement from an <strong>organizational</strong> (as opposed <strong>to</strong> technical)perspective.Stage 2: the rich pictureSymon and Clegg gathered data us<strong>in</strong>g a variety of <strong>research</strong> methods over 18 months, <strong>in</strong>clud<strong>in</strong>g<strong>in</strong>terviews, participant observation, a tracer study, and questionnaires. They found that theimplementation of the CADCAM was led by headquarters staff <strong>in</strong> corporate eng<strong>in</strong>eer<strong>in</strong>g and

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