ROADMAP:
An article
in the Journal of Operations Management, "Behavior
in Operations Management: Assessing Recent Findings and Revisiting
Old Assumptions", provides a framework for considering
the application of behavioral theory towards behavioral-assumption
clarifications across a variety of traditional operations management
contexts from project management to procurement. It also emphasizes
the severe gaps that still remain in the literature at this interface.
The inadequacy of support for existing assumptions, and the attempts
of models to nevertheless make claims based on such limitations remains
problematic in terms of the true practicality of such models. This
weakness is echoed in Sterman's prize winning lecture titled poignantly
"All
Models are Wrong".
Behavioral
research in OM is certainly not new (as exemplified by Hill's
1982 work on scheduling heuristics), yet it remains underexamined
and underutilized to the detriment of the entire OM community. To
help further facilitate research interest at the Human Behavior and
Operations interface, and in an attempt to appeal to both OR modelers
and OM empiricists, the following integrated roadmap for exploration
is posited:
Behavioral Explication / Refinement
Theorize and empirically test for the codifiable nature of specific
aspects of human behavior (which are otherwise simply assumed by OR
models) in operational work settings. Such explication will by necessity
involve some level of empirical work, with the knowledge of existing
math-theoretic assumptions in OR models. Ideally such work would involve
the joint efforts of OM empiricists guided by OR modelers.
Robustness Confirmation / Validation
Confirm both existing and recent explications / codifications of human
behavior (as applied in OR models) through retesting. Such work will
not only ensure that the behavior can in fact be better modelled by
specific codified forms than by alternate assumptions (which may have
neglected its consideration entirely), but it will also allow for
testing of the robustness of such explications across various OM settings
and work scenarios. Mainly empirically focused work, and likely aided
by human laboratory work in particular. A primer for OM researchers
interested in laboratory work is provided in the attached
brief.
Explicit Integration of Behavior
Integrate empirically confirmed codified models into
OR models to test for major deviations from past math-modelling findings.
Identify new nuances or other areas for neeeded empirical clarification.
Such an effort will likely be best promoted by OR modelers guided
by the sincere interest of applying realistic codifications of behavior
to better inform the operations community. It's findings will likely
lead to further work in Behavioral Explication.
Mechanistic Enrichment
Integrate math-theoretic dynamics in a predictive sense with
OB models of performance and subsequent empirical work (almost entirely
based on assumed linear relationships of causality and association
at this point). As with Behavior Explication this will necesarilly
require joint efforts by both OR modelers familiar with mechanistic
phenomena and empirical researchers familiar with both empirical methods
and micro-behavioral theory. Such work would actually help clarify
observed dynamics and filter out extraneous non-behavioral issues.
It would ultimately lend to the sharpening of codifications of behavior.
The structure
of this roadmap is not unlike that recently proposed by Marshall
Fisher in his plenary talk at POMS 2005 {empiricism and
validation followed by model application}. It is also indicative of
the criticality of viewing human behavior as an element of economic
and management models (c.f. Alvin Roth's article on "Experimental
Economics"). Having presented this roadmap, it is
the current interest not only to help guide interests but also provide
interested individuals with links to related work that appears to
fall along these lines.