Business Commons^™

A Proposed Theoretical Foundation For The Information Systems Discipline (Version 1. 1), Steven Alter

Business Analytics and Information Systems

“Rethink the theoretical foundations of the IS discipline” is one of the grand challenges for IS research identified in a Delphi study in Business Information Systems Engineering (Becker et al., 2015). This draft addresses that challenge directly through an integrated approach to the operation and evolution of systems. Almost any attempt to articulate a theoretical foundation for IS (a TFIS) would need to cover that topic although other attempts might emphasize other topics and other viewpoints.

The proposed Theoretical Foundation for IS (TFIS) has three main goals:

1) Integration. Build outward from an integrated core. Do not accept the excuse …

Ten Lightweight Sa&D Tools Based On Work System Theory And Its Extensions, Steven Alter

Business Analytics and Information Systems

This paper illustrates ten lightweight SA&D tools that could support initial deliberations about system requirements and subsequent sanity checking for high-level designs and for proposed functions and features. The tools are as relevant to agile development as to other approaches related to work systems in organizations. A brief introduction to the work system perspective leads to a section that illustrates ten SA&D tools based directly on work system theory or its extensions. The tools are applied to the same situation, a hiring system at a technical firm. These tools are not part of established SA&D pedagogy or practice. This paper’s …

How Facets Of Work Illuminate Sociotechnical Challenges Of Industry 5.0, Steven Alter

Business Analytics and Information Systems

This conceptual contribution explains how the idea of “facets of work” can refocus traditional sociotechnical concerns to increase their relevance in increasingly automated and digitalized workplaces far removed from situations studied by early sociotechnical researchers. A background section summarizes how the sociotechnical approach seems pervasive but possibly outdated in some ways. It explains how the idea of “facets of work” emerged from attempting to bring richer, more evocative ide-as to systems analysis and design. Focusing on facets of work during initial discussions of requirements could provide guidance without jumping prematurely to precision and notation needed for producing technical artifacts. Tables …

How Well Do Service Concepts Apply To Digital Services And Service Digitalization?, Steven Alter

Business Analytics and Information Systems

This paper explores the extent to which typical service concepts apply to digital service (DS) and service digitalization. It defines service, service systems, digital, digitalization, digital objects, digital agents, digital service, and service digitalization. Application of those definitions to four real world cases explores how well concepts from the service literature describe DS and service digitalization.

Applying Facets Of Work As A Source Of Knowledge And Insight For Requirements Determination, Steven Alter

Business Analytics and Information Systems

This conceptual contribution explains how the idea of “facets of work” can bring more knowledge and richer, more evocative ideas to the development of system requirements in organizational settings. Focusing on facets of work potentially provides useful guidance without requiring unnecessary details, precision, and notation. A background section summarizes how the current research emerged from partial overlaps between separate research efforts. Table 1 identifies 18 facets of work. Five other tables look at a subset of the facets to illustrate concepts associated with specific facets, common success factors and tradeoffs, sub-facets and other topics. Use of the same subset of …

A Work System Front End For Object-Oriented Analysis And Design, Steven Alter, Narasimha Bolloju

Business Analytics and Information Systems

This paper proposes that basic ideas from the work system theory (WST) and the work system method (WSM) might serve as a front end to object-oriented analysis and design (OOAD), thereby providing a path from business-oriented descriptions to formal, technical specifications. After describing the background motivation and summarizing work system concepts, the paper uses a hiring system example to show how two tools from WSM can be used as a front end for OOAD, in effect, a step before creating use case diagrams and other types of Unified Modeling Language (UML) artifacts. Potential benefits of this approach stem from a …

A Work System Perspective On Adoption Entities, Adoption Processes, And Post-Adoption Compliance And Noncompliance, Steven Alter

Business Analytics and Information Systems

This conceptual contribution responds to the invitation to the DIGIT 2015 Call for Papers “to reflect on and move forward from the dominant stream of research work on technology acceptance.” The dominant stream of research is basically about antecedents and correlates of adoption and continuation of use for hardware/software artifacts. This paper uses work system theory and several of its extensions to identify directions for adoption research that have been realized partially, but not nearly to the extent possible. It focuses on three general issues:

1) what adoption means in the context of work systems,

2) how adoption occurs, and …

Five Seemingly Insurmountable Challenges Related To Attaining Long-Term Value From Theorizing About Information Systems, Steven Alter

Business Analytics and Information Systems

Recent articles such as Avison and Malaurent (2014) and Grover and Lyytinen (2015) question taken-for-granted assumptions about the centrality of theory in research published in leading journals and the near necessity of following repetitive scripts that sometimes are an obstacle to creativity. This paper goes a step further by providing examples and observations that illustrate five seemingly insurmountable challenges related to attaining long-term value from theorizing about information systems.

1) Divergent definitions of basic terms makes it extremely difficult to accumulate IS knowledge.

2) The IS discipline seems to take for granted that knowledge must take the form of theory. …

Using A Work System Metamodel And Usdl To Build A Bridge Between Business Service Systems And Service Computing, Steven Alter, Alistair Barros

Business Analytics and Information Systems

This paper explores the support for more comprehensive modeling of service systems than that possible through modeling methods developed through partial perspectives, with uncertainties about their wider suitability and need for integration with other methods in this domain. It responds to a Dual Call for Papers from INFORMS Service Science and IEEE Transactions on Service Computing requesting contributions that address the barely explored challenge of establishing links between business views of service systems and more technical views from service computing. Competing definitions of service reveal that most business views of service emphasize acts or outcomes produced for others, whereas a …

Beneficial Noncompliance And Detrimental Compliance: Expected Paths To Unintended Consequences, Steven Alter

Business Analytics and Information Systems

This paper explores the possibility that compliance and noncompliance to process specifications, software usage procedures, business rules, and best practices could be beneficial or detrimental. After introducing different types of compliance and noncompliance, it uses a simple 2 x 2 matrix to postulate four types of situations: beneficial compliance, detrimental compliance, beneficial noncompliance, and detrimental noncompliance. It provides examples that illustrate subcategories within all four possibilities, thereby bringing into question the common assumption that compliance is beneficial and noncompliance is detrimental. It presents a model that explains decisions related to intentions toward compliance and noncompliance. It concludes with implications for …

Overcoming Silo Thinking In The Is Discipline By Thinking Differently About Is And It, Steven Alter

Business Analytics and Information Systems

This essay challenges fundamental, silo-oriented assumptions about the IS discipline. It shows how work system theory and its extensions form a potential basis for overcoming that silo-orientation and finding and exploiting areas of overlap with other disciplines. Within the IS discipline, this paper shows how WST and extensions provide a basis for thinking differently about fundamental topics including the following: IS as a system-related discipline, system usage, sociotechnical systems, planned and emergent change in systems, system development and systems analysis and design, user participation and IS/IT projects, attaining value from IS and IT, IS success, business/IT alignment, and IS theories …

Sociotechnical Systems Through A Work System Lens :A Possible Path For Reconciling System Conceptualizations, Business Realities, And Humanist Values In Is Development, Steven Alter

Business Analytics and Information Systems

This position paper describes an approach that might increase the likelihood that the sociotechnical perspective will take its proper place in today’s world. This paper questions the clarity of the traditional STS notion of joint optimization of a social system and technical system. It explains how the integrated system view in work system theory (WST) and the work system method (WSM) might provide a more straightforward way to describe, discuss, and negotiate about sociotechnical systems. Using WST/WSM to bypass the effort of separately describing and jointly optimizing social and technical systems might make it easier to engage effectively in discussions …

A Workaround Design System For Anticipating, Designing, And/Or Preventing Workarounds, Steven Alter

Business Analytics and Information Systems

Idealized system design produces requirements reflecting management intentions and “best practices.” This paper proposes a workaround design system (WDS) for anticipating, designing, and/or preventing workarounds that bypass systems as designed. A WDS includes a process and an interactive “workaround design tool” (WDT) for identifying and evaluating foreseeable workarounds based on work system theory and a theory of workarounds. This paper summarizes the conceptual background and explains the form, use, and implications of the proposed WDS and WDT.

The idea of WDS addresses significant gaps in practice and research. Designers should have methods for identifying likely obstacles and anticipating and evaluating …

Risk Decomposition For Fund Managers, Matthew Dixon

Business Analytics and Information Systems

This paper describes a methodology extension for decomposing non-linear portfolio risk by fund manager which we refer to as "Manager Component Value-at-Risk". The approach is well suited to funds holding any asset class or instrument type including derivatives. This decomposition approach is additive and fully captures the correlations between instrument returns and thus is well suited for decomposing risk by manager. We provide an example from a representative CTA portfolio that demonstrates superiority of the decomposition approach over other common practices for risk decomposition. The core methodology is implemented in R and made available to readers.

How Should Business Informatics Integrate Service, Process, Work System, And Enterprise Orientations?, Steven Alter

Business Analytics and Information Systems

Current research related to the subject matter of business informatics reflects divergent orientations that are fundamentally about representing, analyzing, and designing services or processes or work systems or enterprises. After summarizing those four orientations and citing typical exemplars, this paper identifies a variety of paths toward greater integration between different orientations within business informatics. It identifies central topics for each orientation along with areas in which each orientation provides ideas that complement other orientations and reveal possible synergies. Both the approach for identifying potential synergies and the proposed synergies themselves could encourage greater integration within business informatics.

Incorporating More System-Related Knowledge Into Systems Analysis And Design, Steven Alter

Business Analytics and Information Systems

This paper introduces a new, intuitively straightforward approach for thinking about important aspects of systems that are being analyzed, designed, and constructed. Building on past research highlighting metaphors related to organizations, IS, and projects, it shows how considering common, broadly applicable types of subsystems (not standard IS categories such as MIS and DSS) might provide direction, insight, and useful methods for analysis and design practitioners and researchers. A conceptual model identifies eight types of subsystems that are relevant to most systems in organizations. For each subsystem type, this paper identifies relevant metaphors, concepts, theories, methodologies, success criteria, design tradeoffs, and …

Value Blueprint And Service Design Space For Facilitating Value Creation, Steven Alter

Business Analytics and Information Systems

A new operational perspective on fundamental concepts related to customers, service, and value differs from service-dominant logic in its approach to service systems, value creation, value co-creation, service interactions, value facilitation, and value constellations. This perspective leads to two new tools for supporting service system design: 1) A “value blueprint” uses a swimlane representation to identify where value creation occurs, recognizing that parts of value creation may occur long after service providers have produced their contributions to customer value. 2) A multidimensional design space for value facilitation identifies design dimensions that can be used for characterizing current or proposed approaches …

Work System Theory: Overview Of Core Concepts, Extensions, And Challenges For The Future, Steven Alter

Business Analytics and Information Systems

This paper presents a current, accessible, and overarching view of work system theory. WST is the core of an integrated body of theory that emerged from a long-term research project to develop a systems analysis and design method for business professionals called the work system method (WSM). After discussing WST’s basic premises and its two central frameworks, this paper summarizes the relationship between WST and WSM. It shows how experience with early versions of WSM led to three extensions of WST that addressed limitations-in-use in one of the central frameworks in WST. After comparisons with related theories, this paper closes …

Long Live Design Science Research! .... And Remind Me Again About Whether It Is A New Research Paradigm Or A Rationale Of Last Resort For Worthwhile Research That Doesn't Fit Under Any Other Umbrella, Steven Alter

Business Analytics and Information Systems

There is broadening and increasingly unquestioned acceptance of design science research (DSR). Recently, DSR may have provided an important bridge for overcoming or bypassing artificial barriers to accepting the legitimacy of certain types of research, but in some cases it is not obvious how DSR actually contributed to the research. Perhaps it is time to retire the assumption that DSR is somehow a new and different paradigm for doing research and to move on. Recognizing that the information-systems discipline is quintessentially rooted in design, this panel examines whether we actually need DSR to legitimize research that produces interesting and valuable …

Exploring The Temporal Nature Of Sociomateriality From A Work System Perspective, Steven Alter

Business Analytics and Information Systems

This paper uses work system theory (WST) to explore the temporal nature of sociomateriality. It summarizes concepts related to WST and sociomateriality, and notes sociomaterial aspects of WST. It uses static and dynamic views of a work system toexamine six examples that can be classified in one of three time frames, minutes-to-hours, days-to-weeks, and months-to years. The result is a straightforward interpretation of systems and related events across all of the time frames, which exhibit different types of phenomena related to adaptations, workarounds, emergence of informal work patterns, and sequences of formal projects. After approaching sociomateriality from a perspective not …

Genuinely Service-Oriented Enterprises: Using Work System Theory To See Beyond The Promise Of Efficient Software, Steven Alter

Business Analytics and Information Systems

The concept of service-oriented enterprise has great potential. Taken literally, however, it raises many issues, including practical difficulties of creating a service-oriented enterprise in the computer science sense and the huge leap from flexible IT infrastructure to an enterprise that is genuinely oriented toward providing services for customers and employees. This paper is a conceptual contribution showing how work system theory can help in seeing analysis and design issues beyond technical architectures that have dominated research to date. After summarizing background concepts related to service, service systems, and the vision of service-oriented enterprises, this paper explains how work system theory …

Challenges For Service Science, Steven Alter

Business Analytics and Information Systems

Service science is still in a formative stage, with many basic ideas still in flux and significant disagreements about definitions and implications of basic concepts. This paper suggests directions for progress in relation to eight problematic areas within service science. It uses five typical medical services to question typical definitions of service and service system. It suggests that service science should not privilege servitizing over productizing; that a series of design dimensions whose end-points are often associated with products or with services are more useful than yes/no distinctions between products and services; that the concept of "the customer" should be …

The Knowledge Cube: Scaffolding For A Body Of Knowledge About Information Systems, Steven Alter

Business Analytics and Information Systems

This paper answers calls for a body of knowledge (BoK) for the IS field. Its new approach for thinking about a BoK provides a path for addressing a longstanding problem in the IS discipline. The paper proposes organizing knowledge as a three dimensional "knowledge cube" that goes beyond compilations of categories of knowledge, sets of generalizations, and sets of documents. The structure of the knowledge cube is based on recognition that "work system in general" is a general case whose subordinate cases include information system in general and project in general. In turn, the special cases have their own special …

A Work System Front End For Object-Oriented Analysis And Des, Steven Alter

Business Analytics and Information Systems

This paper proposes that basic ideas from the work system theory (WST) and the work system method (WSM) might become a front end to object-oriented analysis and design (OOAD). After describing the background motivation and summarizing work system concepts, it uses a hiring system example to show how two tools from WSM can be used as a front end for OOAD, in effect, a step before creating use case diagrams. Potential benefits of this approach stem from a business-oriented question, "how can we improve this work system's performance," rather than an IT-oriented question, "how can we create an IT artifact …

Metamodel For Service Analysis And Design Based On An Operational View Of Service And Service Systems, Steven Alter

Business Analytics and Information Systems

This paper presents a metamodel that addresses service system analysis and design based on an operational view of service that traverses and integrates three essential layers, service activities, service systems, and value constellations. The metamodel's service-in-operation perspective and underlying premises diverge from a view of service systems as systems of economic exchange that has appeared a number of times in the journal Service Science.

In addition to the metamodel itself, this paper's contributions include an explanation of eight premises on which it is based plus clarifications concerning concepts such as service, service system, customer, product/service, co-production and co-creation of value, …

Using The Work System Method With Freshman Information System Students, Steven Alter

Business Analytics and Information Systems

To date, the use of the work system method in information systems curricula has demonstrated that postgraduate students can benefit from this approach when examining a business situation involving an information system. To contrast the experiences of post-graduate students with work experiences, in this paper we report on use of a simplified version of the Work System Method in a freshman Information Systems course and study how students without work or technical knowl-edge performed when analyzing IT-reliant work systems in business settings. We reflect on an introductory information systems course that included a work system analysis assignment, and we examine …

Making A Science Of Service Systems Practical: Seeking Usefulness And Understandability While Avoiding Unnecessary Assumptions And Restrictions, Steven Alter

Business Analytics and Information Systems

This book’s theme is “The Science of Service Systems,” yet there is substantial question about whether the definition and nature of service systems have been articulated adequately. This paper examines definitions of service and service system that could frame or otherwise influence future developments in service science and could have implications for what should and should not be included within service science. It argues that the initial development of service science should use straightforward definitions that are understandable, useful, broadly applicable, and teachable. It proposes a definition of service system that is different from the definition proposed in this book’s …

The Work System Method: Systems Thinking For Business Professionals, Steven Alter

Business Analytics and Information Systems

No abstract provided.

Extending A Systems Analysis Method For Business Professionals, Steven Alter

Business Analytics and Information Systems

Despite having been explored, described, theorized, and measured in hundreds of IS research articles, frequent difficulties related to user participation and business/IT communication persist in relation to project management, specification of requirements, implementation in organizations, business/IT alignment, and IS failures. We report on an extension of a long term design sci-ence research project that previously demonstrated a possible path toward ad-dressing these longstanding problems by empowering business professionals to analyze systems in business terms rather than in formalisms for IT specialists. Previous research demonstrated that most of 75 working business professionals with extensive business experience were able to use the …

Reconciling The Social/Human And Technical/Material In Is Research Without Trying Too Hard, Steven Alter

Business Analytics and Information Systems

This contribution to the SIGPHIL workshop on reconciling the social and technical in IS research proposes a sociotechnical approach that addresses many issues related to the long-standing duality of the social/human versus the technical/material. It shows that a sociotechnical approach based on work system concepts 1) highlights and potentially bypasses extremely basic ontological stumbling blocks in IS research, 2) incorporates many of the topics and concerns of the original sociotechnical school, 3) illuminates issues related to the duality of the social/human versus the technical/material, and 4) addresses these topics using concepts and terminology that are much easier to understand than …