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Survey of Qualitative Research © 2014 MDI
SAGE Publications
Sandip Mukhopadhyay
Rajen K. Gupta
Abstract
The purpose of this article is to review the acceptance and popularity of qualitative research designs in contrast to quantitative
research designs in strategic management domain. The researchers also make a case for accommodating more qualitative research
methods in strategic management research and identify the areas where qualitative research methods would be highly useful.
In terms of research design for this survey, all peer-reviewed academic papers published in top three journals of strategic and
general management (Strategic Management Journal, Academy of Management Journal and Administrative Science Quarterly) and published
between 2007 and 2012 were covered for this survey. Those papers that have used qualitative methods are selected for further
detailed analysis.
The finding suggests that, in terms of actual number of published articles, the qualitative methodology is far behind dominant quan-
titative methodology. Out of 847 empirical research articles published in the above three journals, only 9 per cent used qualitative
research design, while 7 per cent used mixed method, but overwhelming 84 per cent uses quantitative research designs. There is
variation among the three journals surveyed on their approach towards qualitative articles, while Administrative Science Quarterly and
Academy of Management Journal provided more coverage for qualitative research articles; 14 per cent of total empirical research arti-
cles are qualitative. Strategic Management Journal has published least in terms of percentage; only 4 per cent of total empirical research
articles are qualitative. Within qualitative methodology, case study is found to be most popular method among the researchers across
all the three journals. In terms of paradigm, though interpretive paradigm is used for 75 per cent of the research design, positivist
paradigm is used for half of the case study-based research design.
Key Words
Strategic Management, Qualitative Methods, Research Design, Paradigms, Positivist, Interpretive, Case Study
and rigour in qualitative research (Flick, 2007; Frankel, would be more suitable for strategy researchers and
1999; Gibbert et al., 2008; Seale, 1999). particularly in the context of Indian business.
The most important concerns among them are as
follows: Research Paradigms and Methods
• Lack of rigour: Many hold the view that non- For any researcher of social science, the first major step is
positivist inquiry is more craftsman-like and less to select a paradigm and method to conduct his research.
scientific. To avoid this criticism, there is increasing Clearly, the research subject or phenomena will determine
focus on improving quality on both data collection the selection of research paradigm. Once the paradigm is
and data analysis (Ridder and Hoon, 2009). To boost identified, the research subject and paradigm jointly
the data collection process, researchers are focused influence the selection of research method. Before getting
on enhancing the quality of single data collection any further, we have decided to define paradigms and
techniques as well as possibility of using comple- methods.
mentary data collection procedures (Flick, 2007; Though there are many definitions of paradigms and
Seale et al., 2007). Data analysis helps the research- methods, for our analysis we have referred to the following
ers to reach theoretical contribution from raw data definition:
by transforming, interpreting or making sense of
qualitative data (Mahoney, 2004). The inadequate First popularized by Thomas Kuhn (1970) and later by Burrell
and Morgan (1979), paradigm is often used to designate a
development in this field, particularly in respect to
shared set of ontological and epistemological assumptions
techniques and procedures for analyzing data is a that unite a community of scholars and prescribe specific
significant barrier in theorizing with qualitative data guidelines for conducting researches. The concept of method
(Gephart, 2004), refers in general to the appropriate use of techniques of data
• Little basis for generalization: Qualitative researches collection and analysis. (Prasad, 1999, pp. 7–8)
are embedded in the context; hence, many assume
that it would be difficult to generalize. The qualita Research Paradigms Used in Social Sciences
tive researchers also work with a very small data-
base. Thus, moving from that data to general theory Most contemporary quantitative social research and several
often elicits a ‘So What?’ or ‘What Else?’ response qualitative researches are based on positivism or post-
(Stake, 2005). positivism. Post-positivism assumes ‘the existence of a
• Practical difficulties: Qualitative research is time reality that can be apprehended accurately but also imper-
consuming when it comes to data collection, data fectly and probabilistically’ (Alvesson and Karreman,
analysis and creating research reports. It also calls 2011). In our analysis for this article, positivist and
for extended field work, getting access to site, han- post-positivist are combined and termed as positivist.
dling massive documentation and significant time The field of qualitative research accommodates
commitment compared to either survey or secondary multiple and different research traditions and is very plu-
data source-oriented positivist quantitative enquiry ralistic in its outlook. The key research traditions within
(Atkinson and Delamont, 2006). qualitative methodology are indicated in Figure 1 and they
are positivist, interpretive, structuralist and critical
With the above background, we have been able to theories.
establish the key arguments in favour of and against both Among the four paradigms, the two most important
the methodologies. The purpose of this article is to review ones followed in qualitative strategy research are positivist
the following: and interpretive. Therefore, it is important to understand
the differences between these two paradigms.
• First, the distribution of qualitative and quantitative Lincoln and Guba (1985) developed a system of
methodologies based on the number of articles pub- comparing different types of paradigms. Based on their
lished in top strategy and general management
journals.
Figure 1. Overview of Major Qualitative Traditions
• Second, as qualitative methodology is pluralistic,
conducting an in-depth analysis of evolution of
methodologies and trends in qualitative research dur-
ing this period.
Figure 2. Differences between Positivist and Interpretive explains that methodological diversity has allowed strate-
Paradigms gic management to achieve significant theory development
and theory testing in short span of time. There are a signifi-
Positivist/Post-
positivist Interpretive cant number of researchers with economics background in
strategy research, and most of them have quantitative lean-
Ontology Single reality or can Reality is constructed
ings. But many of the seminal contributions such as
be apprehended and can be multiple
probabilistically Chandler’s work on strategy and structure, Mintzberg’s
Epistemology Knower and known Knower and known study on the role of top management and Eisenhardt’s work
are independent are inseparable on strategic decision making have mostly evolved from
Axiology Inquiry is value-free Inquiry is value-driven qualitative research. Innovation researchers such as
Inductive/ Deductive Inductive Christensen, Von Hippol and Rogers have used qualitative
Deductive methods extensively in their research along with quantita-
Generalization Time and context Generalization is tive methods. Figure 4 highlights the major theoretical
free not possible; hence,
developments in strategy research.
Generalization the focus is on
is possible understanding
Research Design
systems, the key difference between positivist and The research design for this survey involves identifying
interpretive paradigms is provided in Figure 2. top rated strategy and general management journals and
reviewing the published empirical articles for diversity and
Research Methods evolution related to paradigms and methods. For identify-
ing journals, time frame and actual paper, we have opted
In quantitative research, the most commonly used data for the structured selection approach that was used by
collection methods are survey and making use of Dibbern et al. (2004) in their article ‘Information Systems
existing secondary data sources. Compared to quantitative Outsourcing: A Survey and Analysis of the Literature’ for
method, qualitative method allows the researcher to be selecting the research articles for this study. According to
more creative both in terms of data collection and analysis. them, the ‘selection process’, that is, how the research
Figure 3 lists few of the popular data collection and analysis papers were chosen, had three phases: journal selection,
methods in qualitative tradition, which highlight the variety time frame selection and paper selection.
in this field. We have identified interview, observation,
case study, ethnographic study, action research, archival or
document as primary research methods used in qualitative Journal Selection
research designs, but the above list is not exhaustive. In 1997, Lohrke and Bruton (1997) completed a compre-
hensive analysis of the International Strategic Management
Important Theoretical Developments Literature. Lohrke and Bruton classified strategic manage-
ment journals in three categories, that is, ‘Outstanding
in Strategic Management Quality’, ‘Significant Quality’ and ‘Appropriate Quality’.
This section describes in chronological order the important They found that the journals of outstanding quality do not
research and theoretical developments that have taken change their rating significantly over time. The six journals
place in the domain of strategic management. This section of ‘Outstanding Quality’ identified based on the above
study were Academy of Management Journal, Academy of three journals is in sync with the definition of strategic
Management Review, Administrative Science Quarterly, management as given by the Academy of Management:
Harvard Business Review, Management Science and
Strategic Management Journal. As our study is about Roles and problems of general managers—those who manage
methodology and paradigms, we have excluded Harvard multi-business or multifunctional business units. Major topics
Business Review from our analysis. Similarly, Management include: strategic formulation and implementation; strategic
Science is also left out as it publishes highly quantitative planning and decision processes; strategic control and reward
and statistical articles. We have decided to focus on three systems; resource allocation; diversification and portfolio
journals, Academy of Management Journal (AMJ), strategies; competitive strategy; selection and behavior of
Strategic Management Journal (SMJ) and Administrative general managers; and the composition of top management
Science Quarterly (ASQ). Henceforth, we have mentioned teams.
the three journals as AMJ, SMJ and ASQ.
The position of AMJ, ASQ and SMJ, as frontrunners in
the field of strategy and general management, has also
Time Frame Selection
been confirmed by many other studies. The most promi- The researchers started the work with a view to review
nent among them are the studies published by Ian five years of publications in the above journals. This was
MacMillan (1989, 1991) and the Social Science Citation done so that it would provide a snapshot of contemporary
Index (SSCI) (1990 onwards). Macmillan’s study from trends and research approaches. It was also done because
1986 found these three journals consistently positioned at we believe that a five-year period is sufficient to cover
the top of strategic management research journals. publication time lags and to give a representative sample of
Similarly, based on SSCI index from 1990, ASQ, AMJ and published papers over recent years. Initially, 2007–2011
SMJ have retained its place in the top 10 most influential was chosen as the period for analysis. Later, we wanted to
business journals. extend this analysis to cover current publications and hence
Among the three journals, while content of SMJ is the timeline is extended to 2012. The publications for 2013
focused on strategic management, the other journals have were not possible to include in this analysis, as the content
broader interests, encompassing interdisciplinary articles of SMJ is made available in scholarly databases after a gap
such as organization science. The research published in the of one year from its publication.
Figure 5. Flow Chart of Systematic Literature Review Conducted for This Article
while quantitative methodology was used by 84 per cent. this six year time frame, this percentage figure (qualitative
Thus, it can be seen that quantitative methodology articles as percentage of total empirical articles) has moved
dominates the researcher’s selection by a huge margin. up from 8.06 in 2007 to 22 in 2012.
Researchers who have used mixed methods have also Out of the three journals, ASQ publishes least number
used qualitative methodology as part of their research. of research articles, around 16 articles in a year. Due to
Therefore, an additional 7 per cent of researchers have this less number of research articles published in ASQ,
used qualitative methodology along with quantitative the percentage of qualitative articles with respect to
methodology. If we combine both the qualitative and mixed overall empirical articles varies and it does not show any
methods, we find that roughly 16 per cent of researchers significant trend.
have used qualitative method, which is significant. In terms of total number as well as percentage, 2010 has
The trends for each of the journal as well as the seen maximum amount of qualitative publications. This
aggregated data are provided in Tables 1–12. can be attributed largely to a special issue (research forum)
Other than 2011, in percentage term, the no of qualitative of AMJ, which focuses on organizations and their institu-
articles has increased consistently in AMJ, year-on-year. In tional environments. This December 2010 issue examines
Total Total No. of No. of No. of Mixed MM as % No. of Quality as % No. of Quantity as %
No. of Non-empirical Empirical Method of Empirical Qualitative of Empirical Quantitative of Empirical
Year Articles Articles Articles Articles Articles Method Articles Articles Method Articles Articles
2007 92 30 62 6 9.68 5 8.06 51 82.26
2008 55 1 54 0 0.00 5 9.26 49 90.74
2009 57 0 57 3 5.26 8 14.04 46 80.70
2010 64 0 64 1 1.56 11 17.19 52 81.25
2011 55 1 54 1 1.85 6 11.11 47 87.04
2012 60 1 59 4 6.8 13 22 42 72.2
Total 383 33 350 15 4.28 48 13.72 287 82
Total Total No. of No. of No. of Mixed MM as % No. of Quality as % No. of Quantity as %
No. of Non-empirical Empirical Method of Empirical Qualitative of Empirical Quantitative of Empirical
Year Articles Articles Articles Articles Articles Method Articles Articles Method Articles Articles
2007 17 2 15 1 6.67 2 13.33 12 80.00
2008 21 3 18 2 11.11 4 22.22 12 66.67
2009 17 2 15 2 13.33 0 0.00 13 86.67
2010 16 0 16 4 25.00 6 37.50 6 37.50
2011 18 2 15 1 6.67 2 13.33 12 80.00
2012 16 0 16 2 12.5 0 0.00 14 87.5
Total 105 9 95 12 12.63 14 14.74 69 72.63
Total Total No. of No. of No. of Mixed MM as % No. of Quality as % No. of Quantity as %
No. of Non-empirical Empirical Method of Empirical Qualitative of Empirical Quantitative of Empirical
Year Articles Articles Articles Articles Articles Method Articles Articles Method Articles Articles
2007 73 9 64 6 9.38 5 7.81 53 82.81
2008 76 6 70 6 8.57 1 1.43 63 91.43
2009 71 6 65 12 18.46 0 0.00 53 81.54
2010 74 8 66 3 4.55 2 3.03 61 92.42
2011 75 11 64 2 3.13 5 7.81 57 89.06
2012 79 6 73 0 0.00 4 5.48 69 94.52
Total 448 46 402 29 7.21 17 4.23 356 88.56
Total Total No. of No. of No. of Mixed MM as % No. of Quality as % No. of Quantity as %
No. of Non-empirical Empirical Method of Empirical Qualitative of Empirical Quantitative of Empirical
Year Articles Articles Articles Articles Articles Method Articles Articles Method Articles Articles
2007 182 41 141 13 9.22 12 8.51 116 82.27
2008 152 10 142 8 5.63 10 7.04 124 87.32
2009 145 8 137 17 12.41 8 5.84 112 81.75
2010 154 8 146 8 5.48 19 13.01 119 81.51
2011 148 14 133 4 3.01 13 9.77 116 87.22
2012 155 7 148 6 4.05 17 11.49 125 84.46
Total 936 88 847 56 6.61 79 9.33 712 84.08
organization and symbolic aspect of institutionalization. In Table 7. The Paradigm Distribution for ASQ
tune with its research theme, the issue has eight qualitative
Paradigm (ASQ) Count Percentage
articles. Similarly, in 2007, significant number of non-
empirical articles were published; this was also due to Positivist 2 14.29
four special issues or research forum published in 2007 Interpretative 10 71.43
Structuralist 2 14.29
by AMJ. Each of those issues had a number of conceptual
Total 14 100
articles providing direction and guidance for research
methodology, research trends and impact of research on
practice. Table 8. The Consolidated Paradigm Distribution across Three
Journals
Table 11. The Distribution of Research Method in ASQ ASQ have published more number of qualitative research
articles. Fourteen per cent of their total empirical
Research Method (ASQ) Count Percentage
research articles are qualitative. In AMJ, the coverage of
Case Study 6 42.85 qualitative article has consistently increased during this
Interview 1 7.14 time span of 2007–2012, if we ignore the deviation of
Documents 1 7.14
2011. Other than the increasing number of qualitative arti-
Ethnography 4 28.57
Multiple 2 14.29 cles in AMJ, articles having qualitative research design
Total 14 100 were awarded AMJ best article awards thrice (2007, 2009
and 2012) during this 6-year time span. Best article awards
in AMJ are awarded to outstanding article that make strong
Table 12. The Consolidated Distribution of Research Method empirical and theoretical contribution, so high concentra-
across Three Journals
tion of qualitative research designs in best article awards
Research Method (Consolidated) Count Percentage shows the tremendous scholarly impact of qualitative
Case Study 44 55.70 articles. On the other hand, Strategic Management Journal
Interview 12 15.19 has published least number of qualitative articles in terms
Documents 6 7.59 of percentage, only 4 per cent of total empirical research
Ethnography 10 12.66 articles in SMJ are qualitative.
Action Research 2 2.53 In terms of methodological diversity in these three
Multiple 5 6.33 journals, SMJ differs significantly from AMJ and ASQ in
Total 79 100.00
terms of its marked preference towards quantitative and
positivist research. Due to the dominance of positivist
paradigm, the articles in SMJ spend far less time in articu-
Key Inferences lating their paradigm and methodology as compared to the
The finding indicates that, even though there is growing other two journals. While analyzing the diversity in
interest in qualitative research methodology, in terms of research designs for the qualitative research articles, we
articles published in leading journals, the numbers are still found that SMJ provides very little diversity in terms of
few. It can be said, while there is significant and increasing methods. Most of the qualitative research article published
mind share about qualitative research methods, the leading in SMJ have used case study as their underlying method;
journals still prefer studies that use quantitative and 15 out of 17 qualitative research articles in SMJ have used
positivist paradigm. case study method. But the advocates of qualitative
Symon and Cassell (1999) have identified a number of research would be glad to find the co-existence of many
barriers that restrict publication of qualitative research different methods such as ethnography, action research,
articles in leading journals. Many of those barriers are still interview along with case study in the 62 published articles
very much valid and can explain the low usage of qualitative in AMJ and ASQ.
methodology. The most important among them are as Generally, interpretive is associated closely with
follows: qualitative research, the way positivist is associated with
quantitative research designs. But the qualitative research
• Difficult to get accepted by epistemological gate- tradition is more pluralistic and our research finding
keepers (journal editors and reviewers). confirms that it has accommodated positivist and other
• Journal editorial criteria were set as per positivist tradition along with the dominant interpretive paradigm.
standard and mostly remain unchanged. Frequently, If we refer to the overall preference of qualitative
the qualitative researchers need to justify their researchers across the three journals in terms of method,
research method in line with positivist tradition. case study being used in 50 per cent of the total published
• The negligible exposure to qualitative research articles is the most preferred and accepted method. With
methodologies by all stakeholders. their seminal work, Yin (2003) and Eisenhardt (1989a)
have redefined rigour in case-based research and have
The research finding supports a noteworthy trend in made it one of the most accepted qualitative research
the last five years that shows an increase in publication of methods. Their guidelines and recommendations are very
articles with qualitative methodology in AMJ. But if we frequently cited by researchers. We have come across two
consolidate our finding across three journals, we do not see variants of case study-based research: case study involving
increase or decrease of any one type of methodologies. single case or multiple cases. Researchers using multiple
There is variation among the three journals surveyed case design have used the option of both within and cross-
on their approach towards qualitative articles; AMJ and case analysis. Researchers using multiple case-based
researches are in better position to address the problem of From our literature survey, other than the numerical
generalization as they can do a cross-case analysis. In distribution of methodology, paradigms and methods, we
terms of paradigm followed for case study-based research have tried to identify the researcher’s specific objectives
design, a little more than half of them followed positivist or purpose for designing qualitative research in all these
paradigm, those research designs can be termed as ‘qualita- 79 articles. The first and foremost among them, researchers
tive positivist’ (Prasad and Prasad, 2002). Here, the have used qualitative research more for theory develop-
researchers have collected qualitative or non-quantitative ment, expansion and elaboration purposes than for the
data, but their overall assumption about reality remains purpose of theory testing. Qualitative research is also being
positivist. used where the researcher is interested in heterogeneity of
While reviewing the formal process for developing firms instead of only focusing on commonalities and statis-
research design, data collection and data analysis used in tical averages. In the third case, researchers have designed
these articles, we have found that researchers have access qualitative research, where research questions need to be
to abundant literature and numerous guidelines for qualita- contextualized, and the researcher wants to use experience/
tive research design and data collection. But at the same perspectives of the different individuals in that particular
time, qualitative data analysis techniques are not as organization or phenomenon. Besides, we have found that
codified as quantitative techniques and still less matured. qualitative research articles, which are produced as a result
The data coding and analysis technique are still very of long-term projects and engagement; bring more insight
much dependent on the individual researcher. The research- and authenticity to the topic as compared to articles which
ers mostly have not used any qualitative data analysis are done as a one-off exercise. So, we can hypothesize that
software tools or have not mentioned explicitly about researchers would be able to make effective use of qualita-
the software tools they have used for data analysis. The use tive researches for these four scenarios: researches related
of a software tool provides a more systematic way of study to theory development, expansion, elaboration; researchers
ing relationships among data and helps to avoid biases in interested in heterogeneity of firms, researches trying
data analyses (Barry, 1998; Markus, 1989; Miles and to find answers to contextualized research problems
Huberman, 1994; Pettigrew, 1985). So, definitely qualita- and where the researcher has the option of designing a
tive researchers in present days can use one of the software long-term research engagement.
data analysis tool to bring more rigour and system to data
analysis.
Implications for India Specific Research
By building on the above finding, we have argued that
Conclusions
managers and researchers in India would have three distinct
Though there has been considerable progress in the last six reasons for accommodating more of qualitative research
decades, strategic management as a discipline is still very designs.
young and has not reached the maturity level of other social Theory development opportunity in a younger manage-
science disciplines. Kuhn (1996) has suggested that new ment domain: For theory development, qualitative metho
disciplines have generally low levels of paradigm dology is more appropriate as it provides rich knowledge
development. We can interpret this by saying that strategic about the phenomenon and explains why some patterns are
management research methodologies are highly influenced observed or expected (Shah and Corley, 2006). Strategic
by more mature disciplines such as economics, organization management is a newer field as compared to other matured
science and marketing. social science fields and the tradition of management
Borrowing methodologies from the more matured research in India is also new. While in other matured
disciplines has helped strategic management researchers streams of social science, the main activity would be
to achieve more in a short span of time. For the next testing of theory; in strategic management discipline,
level of methodological development, strategic manage- Indian researchers would have more scope for researches
ment researchers need to evolve and create a methodo- focusing on new theory development and elaboration.
logy that is specific to strategic management domain. This Non-existence of credible and extensive secondary
would mean methodological innovation exclusively targe data: Most of the strategic management theories used by
ted to strategic management domain as well as adaption researchers as well as managers in India have their
of methodology borrowed from economics, marketing, origins in the western countries. Those theories need to
organization science to suit strategy domain. This would be tested and adapted in a complex country like India.
be only possible, when researchers remain open to using Unlike in the western countries, researchers in India do not
multiple and mixed methods, instead of focusing on only have access to credible and extensive secondary data
quantitative method. sources. The lack of secondary data limits the researcher’s
ability to go for complex quantitative analysis and might existence of a matured domestic mobile service market in
compel them to evaluate qualitative methods as an terms of high tele-density, low cost of services, high level
alternative. of competition and existence of multiple, large telecom
India’s vast technology industry: India’s economic service providers. The second advantage is that, India
growth in the last few decades can be attributed to its stellar has large number of large, medium, small IT service
performance in technology-intensive industries, such as organization, many of them over a period of time has
information technology, telecommunication and mobile moved from doing routine software maintenance work to
services. In today’s world, the telecommunication industry highly innovative service and product development. All
and particularly the mobile industry, is very dynamic and a these organizations have huge potential in developing and
hot-bed for innovation. Sabat (2002) observed: ‘confluence selling content, application, platform, either by directly
of technological leaps in devices, networks, and applica reaching to subscribers in India or abroad or partnering
tions is setting the stage for wireless to change our lives the with leading telecom operators and device players. The
way personal computers (PCs) did in the 1980s and Internet traditional key concepts in strategy such as value-chain,
in the late 1990s’. Mobile services due to its rapid diffusion network, governance, organizational control, diffusion,
has become an huge industry in itself, according to different business model need to be revisited and adapted for mobile
market researches, the market size for mobile content and services industry. The Indian researchers might find
application would be in excess of US$ 1 trillion by 2015. qualitative methods to be more appropriate due to the
At the same time, mobility has been identified as the most following two reasons: in a new and contemporary industry,
important technological factor impacting organization the researchers would be interested more in explaining a
competitiveness (The Global CEO study, IBM Institute of how or why question and it would be difficult to access
Business Value, 2012). India has two distinct competitive enough quantitative data till this phenomenon is diffused
advantages in this industry. The first among them is the further.
Appendix
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(Appendix continued)
(Appendix continued)
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SAGE Publications. create and apply ideas which are suited to Indian culture
Seale, C., Gobo, G., Gubrium, J.F., & Silverman, D. (2007). and context. He would like to see Indian organizations
Introduction: Inside qualitative research. In Clive Seale, achieve world class effectiveness¸ and see MNCs to adapt
Giampetro Gobo, Jaber F. Gubrium & David Silverman well to the Indian context. He would also like to collabo-
(Eds), Qualitative Research Practice (pp. 1–12). London: rate in experimenting with new ideas to create new and
SAGE Publications. better organizations.