中国企业管理案例与质性研究论坛（2019）

2019年11月8-10日

中国•杭州

重要学术报告

主题报告1

报告人Speaker：Dennis A. (Denny) Gioia

题目Title：Doing Rigorous Qualitative Research: Developing a Data Structure

摘要Abstract：Despite its richness and potential for discovery qualitative research has been critiqued as too often lacking in rigor. I summarize a systematic approach to doing qualitative research, focusing especially on how to analyze qualitative data for the purpose of developing a data structure and how to convert the static data structure into a dynamic grounded theoretical model.

报告人简介Biography：Dennis A. (Denny) Gioia is the Robert and Judith Auritt Klein Professor of Management and the Chair of the Department of Management and Organization in the Smeal College of Business at the Pennsylvania State University. He holds degrees in both Engineering Science and Management from Florida State University. In former lives, he worked as an engineer for Boeing Aerospace at Cape Kennedy on the build and launch teams for the Apollo 11, 12 and 13 missions to the moon and for Ford Motor Company as corporate recall coordinator in the ‘70’s. In his academic life, his research and writing interests focus on the ways in which organizational identity, image, learning, and knowledge are involved in sensemaking, sensegiving and organizational change. His work spans the spectrum from the philosophical, theoretical, and empirical to the methodological, educational and practical, and has appeared in many of the top journals in management, as well as in numerous book chapters and proceedings.

主题报告2

报告人Speaker：吕源（Lu Yuan）

题目Title：质性研究中的概念形成与概念创新（Concept formation and concept innovation in Qualitative Research）

摘要Abstract：概念（concept）是以词的形式代表客观事物并反映对象或/以及现象的特征和本质。概念是假设、命题的基本单元，是逻辑推理和判断的起点，也是理论构建的基石（basic block）。相对定量研究而言，质性研究为研究者在概念形成和概念创新方面有更多自由空间，但是也对研究者从研究现场（field）收集的数据中提取概念和开发新概念的能力提出更高和更严格的要求。本报告从概念的定义、种类以及概念形成和发展等方面入手，讨论在质性研究中如何提取和发展概念以及研究者在概念化过程中面对的挑战。

Concept represents an object by a form of word and mirrors the characteristics as well as the essence of the object. Concept is the formation unit of hypothesis and/or proposition, the starting point of logic inference, followed by reasoning and judgement, and the basic blocks of theory construction. In a comparison to quantitative research, qualitative research offers scholars more freedom for concept formation and concept innovation, as well as more challenges concerning the capabilities of extracting and developing concepts. This lecture will introduce a concept’s definition, categories, and how concepts are established and developed in qualitative research.

报告人简介Biography：吕源教授现为华南理工大学商学院讲座教授（客座），香港中文大学兼职教授及浙江工业大学管理学院客座教授。其研究领域包括战略管理，中小企业国际化，话语分析和家族企业传承。他的研究成果发表在Organization Science, Organization Studies, Journal of Management Studies, Journal of International Business Studies及《管理世界》。

Professor Lu Yuan is now a Chair Professor in Business School of South China University of Technology, adjunct professor in Department of Management, Chinese University of Hong Kong, and Management School of Zhejiang University of Technology. His research areas cover strategic management, internationalization of small and medium enterprises, discourse analysis, and succession of leadership in family business. His research outcomes have been published on Organization Science, Organization Studies, Journal of Management Studies, Journal of International Business Studies, and Management World.

主题报告3

报告人Speaker：杜宇

题目Title：企业数字化的思考与实践

摘要Abstract：当前企业数字化转型已经进入到了深水区，很多企业已经由概念期，纷纷走向实践期。企业迫切希望通过数字化来实现提升管理、改善经营、变革模式，但又苦于没有一套可行的方法论来支撑。用友通过31年企业信息化领域的积累和近年服务企业数字化的实践经验，总结了一套从目标、路径、蓝图到技术支撑的数字化转型方法。此次会议给大家分享其对企业数字化的理解，介绍知名企业的数字化转型实践，从而为更多企业的数字化转型赋能。

报告人简介Biography：用友网络科技股份有限公司高级副总裁，中国电子商会自主可控委员会副理事长，主管用友集团云业务、推动企业数字化落地。

杜宇先生于1996年加入用友，曾任用友软件股份有限公司大客户总部售前总监、战略客户经营部总经理、北京用友移动商务科技有限公司副总经理、北京伟库电子商务科技有限公司副总裁、用友网络科技股份有限公司副总裁、高级副总裁等职务，在企业管理、电子商务、数字营销、数字化、云业务发展等方面积淀了丰富经验。

杜宇先生是新经济时代企业营销模式变革研究理论的倡导者、先行者。多年来，一直致力于企业上云和企业数字化的普及和落地，并在2018年任编委会副主任、组织编撰出版《企业数字化：目标、路径与实践》一书，全面阐述并推动中国企业通过企业上云、实现数字化转型升级。

主题报告4

报告人Speaker：Carol Hsu

题目Title：Criteria for Evaluating Qualitative Case Study Research

摘要Abstract：In this talk, I will focus on the evaluative criteria for qualitative case study research. I will explain for the criteria for multiple case studies and single case research with examples, and will share some guidelines when conducting the empirical work and writing-up.

报告人简介Biography：许玮元教授，同济大学经济与管理学院，管理科学与工程系特聘教授，博士生导师，上海千人学者。英国伦敦政治与经济学院信息系统专业博士学位毕业。研究主要专注于：1)信息安全管理系统的导入与采纳研究；2)企业数字化转型。研究成果已发表信息系统(IS)领域顶级期刊MIS Quarterly, Information Systems Research, Journal of Management Information Systems以及其他国际杰出信息管理期刊。目前担任Journal of Strategic Information Systems与Information Systems Journal资深主编以及Information & Management 副主编，Journal of the Association for Information Systems编辑委员会与2020亚太讯息管理年会会议议程共同主席 (PACIS 2020 Conference Program Co-Chair).

工作坊1

报告人Speaker：Dennis A. (Denny) Gioia

题目Title：Leveraging a Recessive Narrative to Transform Public Image:

Media Sensebreaking, Sensemaking, & Sensegiving during Scandal

摘要Abstract：In the modern era, image can be rapidly transformed because the media exerts a strong influence on image construction processes. To better understand these processes, we analyzed media accounts concerning Penn State head football coach Joe Paterno in the immediate aftermath of the Jerry Sandusky child sexual abuse scandal at the university. For decades, the media had portrayed Paterno as a moral beacon who personified “success with honor.” When the Sandusky scandal erupted, however, the media rapidly (within five days) transformed Paterno’s image from moral beacon to moral disgrace. Our findings identify key media sensebreaking, sensemaking, and sensegiving processes that help to explain how this swift media image transformation occurred. Especially distinctive is a finding that the media leveraged a pre-existing negative recessive narrative into a dominant narrative to quickly and dramatically transform image.

工作坊2

报告人Speaker：毛基业、苏芳

题目Title：案例研究论文的写作问题和改进策略（The writing of case study research: problems and solutions）

摘要Abstract：论文是研究者与审稿人/读者之间的对话渠道，好的论文写作架起双方之间的桥梁，让对话变得顺畅；相反，不清晰的写作则会加剧双方的沟通障碍，为论文发表带来重重阻力。本次工作坊以历年案例论坛稿件为对象，分析稿件论文中存在的一般性的写作问题，并以几篇发表在国际顶级期刊的案例研究论文为范本，介绍案例研究论文各部分的写作策略。