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- New Ways to Deal with Omni-Channel Services: Opening the Door to Synergies, or Problems in the Horizon?Publication . Reis, João Carlos Gonçalves dos; Amorim, Marlene Paula Castro; Melão, Nuno Filipe RosaThis article aims to investigate organizational synergies in the omnichannel service context. In doing so, it discloses new omni-channel trends and discusses its implications for managers and academics. It uses a qualitative multimethod approach, which includes more than one method of collecting data to generate comprehensiveness and rich knowledge, namely: a systematic literature review and a case study. The transition to an omni-channel service requires companies to overcome many organizational challenges and is compelling academics and practitioners to focus on its operations management. The results indicate that organizational synergies are changing the omni-channel landscape and may provide several opportunities for gaining competitive advantages by implementing new technologies (e.g. m-payments), and anticipating customer needs (e.g. multi-brand experience). It is possible that these organizational synergies are transcending the omni-channel concept, creating new trends, but to confirm this hypothesis further investigation is needed.
- Breaking Barriers with Qualitative Multi-method Research for Engineering Studies: Pros, Cons and IssuesPublication . Reis, João Carlos Gonçalves dos; Amorim, Marlene Paula Castro; Melão, Nuno Filipe RosaThe purpose of this article is to investigate how contemporary studies about engineering are breaking down boundaries of knowledge. This study uses a systematic literature review to show how the application of qualitative multi-method approaches may offer reliable results and provide greater emphasis to the dimensions of development, triangulation and complementarity. The article offers new insights on the role of qualitative researches for the engineering domain, an area which has been largely unaddressed in the literature.
- Research Opportunities in Multi-channel Services: A Systematic ReviewPublication . Reis, João Carlos Gonçalves dos; Amorim, Marlene Paula Castro; Melão, Nuno Filipe RosaThe present study presents the results of a systematic review on multi-channel services, to synthesize the existing body of knowledge and propose avenues for further research. We present theories that are widely corroborated, as well as suggestions presented by scholars that represent research opportunities. Towards this aim, using a comprehensive review of 118 peer-reviewed articles, the results suggest that existing studies are mainly focused on the analysis of consumer interactions with multi-channel front-office services, whereas the management of back-office processes and control aspects remain largely undressed. These topics represent strategic challenges and opportunities for future research.
- Desenho e controlo de serviços multicanal: Um estudo de caso de um banco portuguêsPublication . Reis, João Carlos Gonçalves dos; Melão, Nuno Filipe RosaApesar de as organizações utilizarem cada vez mais múltiplos canais para prestarem serviços, pouco se sabe como estes serviços são concebidos e controlados na realidade. O objetivo deste artigo é explorar os processos e práticas de desenho e controlo de serviços multicanal. A metodologia baseia-se num estudo de caso único, de natureza qualitativa, exploratória e representativa, de um banco português, e recorre a entrevistas, observação e documentos internos. Os resultados sugerem que os processos de desenho e controlo possuem uma natureza semi- estruturada e estruturada, respetivamente, e mostram que se empregam práticas para promover a sua melhoria contínua. A principal conclusão é que a consistência entre canais é crucial no desenho e controlo de serviços multi- canal, devendo as organizações desenvolver mecanismos de integração como é exemplificado neste estudo de caso.
- Disclosing paths for multi-channel service research: A contemporaneous phenomenon and guidelines for future investigationsPublication . Reis, João Carlos Gonçalves dos; Amorim, Marlene Paula Castro; Melão, Nuno Filipe RosaThe present paper reports on the findings of a systematic literature review on multi-channel services. In doing so, it uses an affinity diagram to show the results of a content analysis regarding the issues addressed by the existing literature in the field. This enables to understand areas of interest in the contemporary subject of research, find gaps in the literature and, lastly, to uncover guidelines for future research. The results suggest that future investigations should focus on the integration of traditional and virtual services, on quality issues and customer behaviour towards the use of multi-channel services. Previous research also suggests that multi-channel services are largely unaddressed, regarding issues as back-office processes, within the scope of operations management. Subsequently, since multi-channel services are multidisciplinary in nature, these guidelines represent a fruitful opportunity for future research to involve other disciplines.
- Serviço multi-canal: uma estratégia para o futuroPublication . Reis, João Carlos Gonçalves dos; Melão, Nuno Filipe RosaDesde o seu aparecimento, os serviços têm assumido um papel vital nas nossas vidas. Recentemente, com o despoletar das novas tecnologias e com a difusão da Internet, os serviços multicanal obtiveram uma atenção considerável no relacionamento entre clientes e organizações. Este artigo fornece uma síntese de literatura sobre os serviços multicanal, com especial destaque para as suas vantagens e limitações e para as questões de qualidade. Conclui-se que em geral os benefícios ultrapassam as suas limitações e que as questões de qualidade estão inerentemente ligadas ao desenho e controlo de serviços multicanal. Este artigo é também um convite para investigação adicional nesta área.
- Guidelines for Qualitative Case Research in Operations Management: A Banking Service Industry PerspectivePublication . Reis, João Carlos Gonçalves dos; Amorim, Marlene Paula Castro; Melão, Nuno Filipe RosaThis paper provides useful recommendations that may help researchers to effectively conduct their case studies in the banking service industry. This paper uses a qualitative multi-method research strategy, which combines different qualitative research methods. It contains two main sections, a systematic literature review and the authors’ experience in the banking industry over the course of eight years of in-depth research in a Portuguese private bank. The results indicate that some sampling strategies are being neglected in the literature. The snowball sampling may become a useful strategy to build up samples from an initial small pool of informants and, thereby, mitigate the effect of banking data inaccessibility. Building upon Yin’s (2003) guidelines, we recommend four sources of data collection, which fit well the banking industry research. Due to space limitations, we had to leave aside such important areas as data analysis, validity or ethics, but we hope this can instigate other researchers to conduct further research and, therefore, contribute to the management literature.
- Multichannel service failure and recovery in a O2O era: A qualitative multi-method research in the banking services industryPublication . Reis, João Carlos Gonçalves dos; Amorim, Marlene Paula Castro; Melão, Nuno Filipe RosaThis article aims to investigate how service providers are employing their channels to support the handling of customer complaints in an online to offline era. It provides a timely contribution by characterizing multichannel recovery practices, discussing its implications for customers, and discovering new trends. The study employs a qualitative multi-method research, which includes not only more than one method of collecting data, but also more than one method of analyzing data. Data collection involved 50 records of customer complaints, 10 semi-structured interviews, direct observation and internal bank reports. The results suggest that multichannel customers are not willing to interact with a large number of channels to solve their problems leading to a high number of interactions. Customers expect a complex recovery not in terms of interactivity but in terms of depth. Recovery solutions, such as apologizing and monetary compensations are non-permanent solutions, that are inefficient in the long term and imply financial losses. Despite the investment that is required, this investigation advocates for permanent solutions. To avoid service failures and complex recovery processes, it is possible that companies are improving their operations management in search of new strategies that are blurring the boundaries of O2O into a mix of offline and online channels (O2).
- Omni-channel Services Failure and Recovery: A Case Study ResearchPublication . Reis, João Carlos Gonçalves dos; Amorim, Marlene Paula Castro; Melão, Nuno Filipe RosaThis study investigates the way service providers are employing their channels to support the handling of customer complaints, using a qualitative case study research approach in a Portuguese private bank. It characterizes the omni-channel recovery practices and discusses its implications for customer satisfaction. The results suggest that the degree of customers ́(dis)satisfaction is not directly linked to the nature nor the severity of the existing failure, but rather with the service recovery process. This area represents a key research opportunity regarding the customer complaint in the contemporary service industry.
- Industrial Engineering and Operations Management IPublication . Reis, João Carlos Gonçalves dos; Pinelas, Sandra; Melão, Nuno Filipe RosaBased on the 2018 International Joint Conference on Industrial Engineering and Operations Management (IJCIEOM) conference that took place in Lisbon, Portugal, this proceedings volume is the first of two focusing on mathematical applications in digital transformation. The different contributions in this volume explore topics such as modelling, simulation, logistics, innovation, sustainability, health care, supply chain, lean manufacturing, operations management, quality and digital. Written by renowned scientists from around the world, this multidisciplinary volume serves as a reference on industrial engineering and operations management and as a source on current findings for researchers and students aiming to work on industrial-related problems.