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Operations Management
Journal of Operations Management 20 (2002) 419–433

Effective case research in operations management: a process perspective
I. Stuart∗ , D. McCutcheon, R. Handfield, R. McLachlin, D. Samson
Faculty of Business, University of Victoria, P.O. Box 1700, Victoria, BC, Canada V8W 2Y2
Received 8 August 2001; received in revised form 26 October 2001; accepted 11 March 2002

Abstract
Despite many calls for case-based operations management research, the successful publication rate of such articles in top-tier journals has been less than stellar. A five step case-based research and dissemination process is presented. Guidance is given to future researchers for each step in the process. In addition, areas of weakness are examined and discussed in detail. Future potential research questions in operations management considered to be appropriate for the case-based method are highlighted.
© 2002 Elsevier Science B.V. All rights reserved.
Keywords: Case study research; Measurement and methodology

1. Introduction
Despite numerous calls over the years for case research (Meredith et al., 1989; Ebert, 1991;
McCutcheon and Meredith, 1993; Samson and
Terziovski, 1999; Meredith and Samson, 2001), few case studies appear to be getting published in the primary operations management (OM) research journals. For example, Wacker (1998) assessed and classified the predominant research methodology of over 2000 OM articles published over the previous
5-year-period; only 8% of them were case-based studies. A principal criticism from reviewers and associate editors is the papers’ lack of rigor in the case research process. Typically, a paper reports on a few interactions with field sites and then sums up the observations and impressions, much as a consulting report might summarize a team’s findings in a client
∗ Corresponding author. Tel.: +1-250-721-2414; fax: +1-250-721-6067.
E-mail address: istuart@business.uvic.ca (I. Stuart).

firm. Notably missing from the paper



References: Ashby, W.R., 1963. Introduction to Cybernetics. Wiley, New York. Chandler, A.D., 1962. Strategy and Structure: Chapters in the History of the American Industrial Enterprise Cook, T.D., Campbell, D.T., 1979. Quasi Experimentation: Design and Analysis for Field Settings Denzin, N.K., 1978. The Research Act, 2nd Edition. McGraw-Hill, New York. Ebert, R., 1991. Statement on empirical/field-based methodologies in JOM Eisenhardt, K.M., 1989. Building theories from case study research Fielding, N.G., Fielding, J.L., 1986. Linking Data. Sage, Newbury Park, CA. Geertz, C., 1983. Local Knowledge: Further Essays in Interpretive Anthropology Glaser, B.G., Strauss, A.L., 1967. The Discovery of Grounded Theory Gubrium, J., 1988. Analyzing Field Reality: Qualitative Research Methods Series 8 Handfield, R., Melynk, S., 1998. The scientific theory-building process: a primer using the case of TQM Hayes, R.H., Clark, K.B., 1986. Why some factories are more productive than others Jick, T.D., 1979. Mixing qualitative and quantitative methods: triangulation in action Johnson, D.M., Parrott, G.L., Stratton, R.P., 1968. Production and judgement of solutions to five problems: part 2 Kaplan, A., 1964. The Conduct of Inquiry. Chandler, San Francisco, CA. Kidder, L.H., Judd, C.M., 1986. Research Methods in Social Relations, 5th Edition Lee, A.S., 1989. A scientific methodology of MIS case studies. Leenders, M.R., Erskine, J.A., Mauffette-Leenders, L., 1989. Case Research: The Case Writing Process, 3rd Edition McCutcheon, D., Meredith, J., 1993. Conducting case research in operations management Meredith, J., 1993. Theory building through conceptual modeling. Meredith, J., 1998. Building operations management theory through case and field research Meredith, J., Samson, D., 2001. Call for papers: special issue of journal of operations management on case study and field Miles, M.B., Huberman, A.M., 1994. Qualitative Data Analysis: A Sourcebook of New Methods Nagel, E., 1961. The Structure of Science: Problems in the Logic of Scientific Exploration Osborn, A.F., 1963. Applied Imagination, 3rd Edition. Scribner, New York. Raturi, A.S., Meredith, J.R., McCutcheon, D.M., Camm, J.D., 1990 Roethlisberger, F.J., Dickson, W.J., 1930. Management and the Worker Samson, D., Terziovski, M., 1999. The relationship between total quality management practices and operational performance. Samson, D., Whybark, D.C., 1998. Guest editorial. Journal of Operations Management 17 (1), 3–5. Schein, E.H., 1967. Process Consultation. Vol. 1, Addison-Wesley, Reading, MA. Schein, E.H., 1986. The Clinical Perspective in Fieldwork. Sage, Newbury Park, CA. Schein, E.H., 1987. Process Consultation. Vol. 2, Addison-Wesley, Reading, MA. Schmenner, R.W., Swink, M.L., 1998. On theory in operations management Schonberger, R.J., 1982. Some observations on the advantages and implementation issues of just-in-time production systems. Stuart, I., Deckert, P., McCutcheon, D., Kunst, R., 1998. A leveraged learning network Stuart, I., Mueller, P., 1994. Total quality management and supplier partnerships: a case study Thomas, W.I., 1966. In: Janowitz, M. (Ed.), On Social Organization and Social Personality

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