• Find My Rep

You are here

Qualitative Research in Business and Management

Qualitative Research in Business and Management

  • Michael D Myers - University of Auckland, New Zealand
  • Description

This accessible and expansive, yet remarkably concise textbook is designed to help readers with their research project. As well as guiding them through the key methods of collecting and analysing qualitative data, this book provides invaluable information on writing up their research and how to get published.

Now in its third edition,  Qualitative Research in Business and Management  has been fully updated to include a range of recent examples of aspects of qualitative research in action, and a new look at the methods and ethics of using social media data.

Supplements

The online resources featured are further reading, weblinks and powerpoint slides.

Qualitative Research in Business and Management is an accessible and well-structured introduction in qualitative research. Myers clearly explains the main concepts and principles of qualitative research, illustrating them with recent examples from top journals. Being concise and comprehensive, I consider this the best textbook in the field.

Perfect for Dissertation support

Great book, well written

This is one of few books on qualitative research method in business. The coverage is extensive. It includes both the design and data analysis of qualitative research. Although the author is a scholar in information systems, he managed to include all the business and management sub-areas in the book. The explanation is also very easy to follow.

A good book to invite students to prepare for theses using qualitative methods. The book covers the essential in an abordable way.

a useful text aimed at Business and management students which will provide a useful source of advice and guidance as well as introducing the basics.

Well explained qualitative research concepts and the exercise sections are useful.

Currently this book is still in the university (building). Due to Covid 19 I was not able to collect it.

It is a clear and concise volume that summarises many of the issues my students face in conducting their qualitative research.

Preview this book

For instructors.

Please select a format:

Select a Purchasing Option

  • Electronic Order Options VitalSource Amazon Kindle Google Play eBooks.com Kobo

Related Products

Qualitative Methods in Business Research

The Power of Online Qualitative Research: A Boon for Businesses

Introduction:

In the ever-evolving landscape of business, staying ahead of the competition requires adaptability and an acute understanding of consumer behavior. As businesses strive to enhance their products and services, the importance of research cannot be overstated. Traditional methods of qualitative research have been effective, but the digital age has ushered in a new era with online qualitative research taking center stage. In this blog, we delve into the significant benefits that businesses can reap from embracing online qualitative research .

Understanding Online Qualitative Research:

Online qualitative research involves the collection and analysis of non-numerical data through digital platforms. This method enables businesses to gather insights into consumer opinions, perceptions, and preferences. As technology advances, the advantages of conducting qualitative research online become increasingly apparent.

Benefits of Online Qualitative Research for Businesses:

Global reach and diversity:.

One of the primary advantages of online qualitative research is the ability to connect with a diverse range of participants from around the world. This global reach allows businesses to gain insights into culturally diverse perspectives, ensuring a more comprehensive understanding of their target audience.

Cost-Efficiency:

Traditional qualitative research methods often involve significant expenses related to participant recruitment, travel, and venue bookings. Online qualitative research eliminates these costs, making it a more cost-effective option for businesses, particularly for those operating on tight budgets.

Real-Time Data Collection:

In the fast-paced business environment, timely information is crucial. Online qualitative research provides the benefit of real-time data collection, allowing businesses to adapt quickly to changing market trends and consumer preferences.

Enhanced Participant Comfort:

Conducting research online offers participants the convenience of engaging from the comfort of their own homes. This can lead to more open and honest responses, as individuals may feel less pressured compared to face-to-face interactions.

Flexibility and Accessibility:

Online qualitative research offers flexibility in terms of scheduling, making it easier to accommodate participants from different time zones. Additionally, the use of various digital tools enhances accessibility, allowing participants to engage through multiple devices.

Rich Multimedia Data:

Traditional qualitative research often relies on text-based responses. Online platforms enable the collection of diverse multimedia data, including images, videos, and audio recordings. This rich data can provide deeper insights into consumer emotions and experiences.

Improved Analysis and Reporting:

Digital tools and software streamline the analysis process for online qualitative research. Businesses can use advanced analytics to identify patterns and trends efficiently, facilitating more informed decision-making.

Conclusion:

Online qualitative research adoption becomes a strategic necessity as companies negotiate the ever-changing digital market. The aforementioned advantages highlight the possibility for companies to obtain insightful knowledge that can spur innovation, raise client happiness, and eventually aid in long-term success. Accepting the potential of online qualitative research is a revolutionary step towards a future where people are better educated and able to compete. It's not just a decision.

Recent Posts

The Paramount Importance of Customer Satisfaction: Unveiling the Core Reasons

In the dynamic landscape of modern business, customer satisfaction stands as the cornerstone of success. As businesses strive to thrive in an increasingly competitive market, understanding the importa

Market Segmentation: Unlocking Opportunities to Find New Customers

Introduction: In the dynamic landscape of business, finding new customers is a perpetual challenge. In a sea of diverse preferences, needs, and behaviors, a one-size-fits-all approach seldom resonates

Unraveling the Essence: Key Factors in Qualitative Market Research

Introduction: In the ever-evolving landscape of business, understanding consumer behavior and market dynamics is paramount for success. Qualitative Market Research (QMR) emerges as a vital tool, provi

  • Tools and Resources
  • Customer Services
  • Business Education
  • Business Law
  • Business Policy and Strategy
  • Entrepreneurship
  • Human Resource Management
  • Information Systems
  • International Business
  • Negotiations and Bargaining
  • Operations Management
  • Organization Theory
  • Organizational Behavior
  • Problem Solving and Creativity
  • Research Methods
  • Social Issues
  • Technology and Innovation Management
  • Share This Facebook LinkedIn Twitter

Article contents

Qualitative designs and methodologies for business, management, and organizational research.

  • Robert P. Gephart Robert P. Gephart Alberta School of Business, University of Alberta
  •  and  Rohny Saylors Rohny Saylors Carson College of Business, Washington State University
  • https://doi.org/10.1093/acrefore/9780190224851.013.230
  • Published online: 28 September 2020

Qualitative research designs provide future-oriented plans for undertaking research. Designs should describe how to effectively address and answer a specific research question using qualitative data and qualitative analysis techniques. Designs connect research objectives to observations, data, methods, interpretations, and research outcomes. Qualitative research designs focus initially on collecting data to provide a naturalistic view of social phenomena and understand the meaning the social world holds from the point of view of social actors in real settings. The outcomes of qualitative research designs are situated narratives of peoples’ activities in real settings, reasoned explanations of behavior, discoveries of new phenomena, and creating and testing of theories.

A three-level framework can be used to describe the layers of qualitative research design and conceptualize its multifaceted nature. Note, however, that qualitative research is a flexible and not fixed process, unlike conventional positivist research designs that are unchanged after data collection commences. Flexibility provides qualitative research with the capacity to alter foci during the research process and make new and emerging discoveries.

The first or methods layer of the research design process uses social science methods to rigorously describe organizational phenomena and provide evidence that is useful for explaining phenomena and developing theory. Description is done using empirical research methods for data collection including case studies, interviews, participant observation, ethnography, and collection of texts, records, and documents.

The second or methodological layer of research design offers three formal logical strategies to analyze data and address research questions: (a) induction to answer descriptive “what” questions; (b) deduction and hypothesis testing to address theory oriented “why” questions; and (c) abduction to understand questions about what, how, and why phenomena occur.

The third or social science paradigm layer of research design is formed by broad social science traditions and approaches that reflect distinct theoretical epistemologies—theories of knowledge—and diverse empirical research practices. These perspectives include positivism, interpretive induction, and interpretive abduction (interpretive science). There are also scholarly research perspectives that reflect on and challenge or seek to change management thinking and practice, rather than producing rigorous empirical research or evidence based findings. These perspectives include critical research, postmodern research, and organization development.

Three additional issues are important to future qualitative research designs. First, there is renewed interest in the value of covert research undertaken without the informed consent of participants. Second, there is an ongoing discussion of the best style to use for reporting qualitative research. Third, there are new ways to integrate qualitative and quantitative data. These are needed to better address the interplay of qualitative and quantitative phenomena that are both found in everyday discourse, a phenomenon that has been overlooked.

  • qualitative methods
  • research design
  • methods and methodologies
  • interpretive induction
  • interpretive science
  • critical theory
  • postmodernism
  • organization development

Introduction

Qualitative research uses linguistic symbols and stories to describe and understand actual behavior in real settings (Denzin & Lincoln, 1994 ). Understanding requires describing “specific instances of social phenomena” (Van Maanen, 1998 , p. xi) to determine what this behavior means to lay participants and to scientific researchers. This process produces “narratives-non-fiction division that link events to events in storied or dramatic fashion” to uncover broad social science principles at work in specific cases (p. xii).

A research design and/or proposal is often created at the outset of research to act as a guide. But qualitative research is not a rule-governed process and “no one knows” the rules to write memorable and publishable qualitative research (Van Maanen, 1998 , p. xxv). Thus qualitative research “is anything but standardized, or, more tellingly, impersonal” (p. xi). Design is emergent and is often created as it is being done.

Qualitative research is also complex. This complexity is addressed by providing a framework with three distinct layers of knowledge creation resources that are assembled during qualitative research: the methods layer, the logic layer, and the paradigmatic layer. Research methods are addressed first because “there is no necessary connection between research strategies and methods of data collection and analysis” (Blaikie, 2010 , p. 227). Research methods (e.g., interviews) must be adapted for use with the specific logical strategies and paradigmatic assumptions in mind.

The first, or methods, layer uses qualitative methods to “collect data.” That is, to observe phenomena and record written descriptions of observations, often through field notes. Established methods for description include participant and non-participant observation, ethnography, focus groups, individual interviews, and collection of documentary data. The article explains how established methods have been adapted and used to answer a range of qualitative research questions.

The second, or logic, layer involves selecting a research strategy—a “logic, or set of procedures, for answering research questions” (Blaikie, 2010 , p. 18). Research strategies link research objectives, data collection methods, and logics of analysis. The three logical strategies used in qualitative organizational research are inductive logic, deductive logic and abductive logic (Blaikie, 2010 , p. 79). 1 Each logical strategy makes distinct assumptions about the nature of knowledge (epistemology), the nature of being (ontology), and how logical strategies and assumptions are used in data collection and analysis. The task is to describe important methods suitable for each logical strategy, factors to consider when selecting methods (Blaikie, 2010 ), and illustrates how data collection and analysis methods are adapted to ensure for consistency with specific logics and paradigms.

The third, or paradigms, layer of research design addresses broad frameworks and scholarly traditions for understanding research findings. Commitment to a paradigm or research tradition entails commitments to theories, research strategies, and methods. Three paradigms that do empirical research and seek scientific knowledge are addressed first: positivism, interpretive induction, and interpretive abduction. Then, three scholarly and humanist approaches that critique conventional research and practice to encourage organizational change are discussed: critical theory and research, postmodern perspectives, and organization development (OD). Paradigms or traditions provide broad scholarly contexts that make specific studies comprehensible and meaningful. Lack of grounding in an intellectual tradition limits the ability of research to contribute: contributions always relate to advancing the state of knowledge in specific unfolding research traditions that also set norms for assessing research quality. The six research designs are explained to show how consistency in design levels can be achieved for each of the different paradigms. Further, qualitative research designs must balance the need for a clear plan to achieve goals with the need for adaptability and flexibility to incorporate insights and overcome obstacles that emerge during research.

Our general goal has been to provide a practical guide to inspire and assist readers to better understand, design, implement, and publish qualitative research. We conclude by addressing future challenges and trends in qualitative research.

The Substance of Research Design

A research design is a written text that can be prepared prior to the start of a research project (Blaikie, 2010 , p. 4) and shared or used as “a private working document.” Figure 1 depicts the elements of a qualitative research design and research process. Interest in a topic or problem leads researchers to pose questions and select relevant research methods to fulfill research purposes. Implementation of the methods requires use of logical strategies in conjunction with paradigms of research to specify concepts, theories, and models. The outcomes, depending on decisions made during research, are scientific knowledge, scholarly (non-scientific) knowledge, or applied knowledge useful for practice.

Figure 1. Elements of qualitative research design.

Research designs describe a problem or research question and explain how to use specific qualitative methods to collect and analyze qualitative data that answer a research question. The purposes of design are to describe and justify the decisions made during the research process and to explain how the research outcomes can be produced. Designs are thus future-oriented plans that specify research activities, connect activities to research goals and objectives, and explain how to interpret the research outcomes using paradigms and theories.

In contrast, a research proposal is “a public document that is used to obtain necessary approvals for a research proposal to proceed” (Blaikie, 2010 , p. 4). Research designs are often prepared prior to creating a research proposal, and research proposals often require the inclusion of research designs. Proposals also require greater formality when they are the basis for a legal contract between a researcher and a funding agency. Thus, designs and proposals are mutually relevant and have considerable overlap but are addressed to different audiences. Table 1 provides the specific features of designs and proposals. This discussion focuses on designs.

Table 1. Decisions Necessitated by Research Designs and Proposals

Source: Based on Blaikie ( 2010 ), pp. 12–34.

The “real starting point” for a research design (or proposal) is “the formulation of the research question” (Blaikie, 2010 , p. 17). There are three types of research questions: “what” questions seek descriptions; “why” questions seek answers and understanding; and “how” questions address conditions where certain events occur, underlying mechanisms, and conditions necessary for change interventions (p. 17). It is useful to start with research questions rather than goals, and to explain what the research is intended to achieve (p. 17) in a technical way.

The process of finding a topic and formulating a useful research question requires several considerations (Silverman, 2014 , pp. 31–33, 34–40). Researchers must avoid settings where data collection will be difficult (pp. 31–32); specify an appropriate scope for the topic—neither too wide or too narrow—that can be addressed (pp. 35–36); fit research questions into a relevant theory (p. 39); find the appropriate level of theory to address (p. 42); select appropriate designs and research methods (pp. 42–44); ensure the volume of data can be handled (p. 48); and do an effective literature review (p. 48).

A literature review is an important way to link the proposed research to current knowledge in the field, and to explain what was previously known or what theory suggests to be the case (Blaikie, 2010 , p. 17). Research questions can used to bound and frame the literature review while the literature review often inspires research questions. The review may also provide bases for creating new hypotheses and for answering some of the initial research questions (Blaikie, 2010 , p. 18).

Layers of Research Design

There are three layers of research design. The first layer focuses on research methods for collecting data. The second layer focuses on the logical frameworks used for analyzing data. The third layer focuses on the paradigm used to create a coherent worldview from research methods and logical frameworks.

Layer One: Design as Research Methods

Qualitative research addresses the meanings people have for phenomena. It collects narratives of organizational activity, uses analytical induction to create coherent representations of the truths and meanings in organizational contexts, and then creates explanations of this conduct and its prevalence (Van Maanan, 1998 , pp. xi–xii). Thus qualitative research involves “doing research with words” (Gephart, 2013 , title) in order to describe the linguistic symbols and stories that members use in specific settings.

There are four general methods for collecting qualitative data and creating qualitative descriptions (see Table 2 ). The in-depth case study approach provides a history of an event or phenomenon over time using multiple data sources. Observational strategies use the researcher to observe and describe behavior in actual settings. Interview strategies use a format where a researcher asks questions of an informant. And documentary research collects texts, documents, official records, photographs, and videos as data—formally written or visually recorded evidence that can be replayed and reviewed (Creswell, 2014 , p. 190). These methods are adapted to fit the needs of specific projects.

Table 2. Qualitative Data Collection Methods

The in-depth case study method.

The in-depth case study is a key strategy for qualitative research (Piekkari & Welch, 2012 ). It was the most common qualitative method used during the formative years of the field, from 1956 to 1965 , when 48% of qualitative papers published in the Administrative Science Quarterly used the case study method (Van Maanen, 1998 , p. xix). The case design uses one or more data collection strategies to describe in detail how a single event or phenomenon, selected by a researcher, has changed over time. This provides an understanding of the processes that underlie changes to the phenomenon. In-depth case study methods use observations, documents, records, and interviews that describe the events in the case unfolded and their implications. Case studies contextualize phenomena by studying them in actual situations. They provide rich insights into multiple dimensions of a single phenomenon (Campbell, 1975 ); offer empirical insights into what, how, and why questions related to phenomena; and assist in the creation of robust theory by providing diverse data collected over time (Gephart & Richardson, 2008 , p. 36).

Maniha and Perrow ( 1965 ) provide an example of a case study concerned with organizational goal displacement, an important issue in early organizational theorizing that proposed organizations emerge from rational goals. Organizational rationality was becoming questioned at the time that the authors studied a Youth Commission with nine members in a city of 70,000 persons (Maniha & Perrow, 1965 ). The organization’s activities were reconstructed from interviews with principals and stakeholders of the organization, minutes from Youth Commission meetings, documents, letters, and newspaper accounts (Maniha & Perrow, 1965 ).

The account that emerged from the data analysis is a history of how a “reluctant organization” with “no goals to guide it” was used by other aggressive organizations for their own ends. It ultimately created its own mission (Maniha & Perrow, 1965 ). Thus, an organization that initially lacked rational goals developed a mission through the irrational process of goal slippage or displacement. This finding challenged prevailing thinking at the time.

Observational Strategies

Observational strategies involve a researcher present in a situation who observes and records, the activities and conversations that occur in the setting, usually in written field notes. The three observational strategies in Table 2 —participant observation, ethnography, and systematic self-observation—differ in terms of the role of the researcher and in the data collection approach.

Participant observation . This is one of the earliest qualitative methods (McCall & Simmons, 1969 ). One gains access to a setting and an informant holding an appropriate social role, for example, client, customer, volunteer, or researcher. One then observes and records what occurs in the setting using field notes. Many features or topics in a setting can become a focus for participant observers. And observations can be conducted using continuum of different roles from the complete participant, observer as participant, and participant observer, to the complete observer who observes without participation (Creswell, 2014 , Table 9.2, p. 191).

Ethnography . An ethnography is “a written representation of culture” (Van Maanen, 1988 ) produced after extended participation in a culture. Ethnography is a form of participant observation that focuses on the cultural aspects of the group or organization under study (Van Maanen, 1988 , 2010 ). It involves prolonged and close contact with group members in a role where the observer becomes an apprentice to an informant to learn about a culture (Agar, 1980 ; McCurdy, Spradley, & Shandy, 2005 ; Spradley, 1979 ).

Ethnography produces fine-grained descriptions of a micro-culture, based on in-depth cultural participation (McCurdy et al., 2005 ; Spradley, 1979 , 2016 ). Ethnographic observations seek to capture cultural members’ worldviews (see Perlow, 1997 ; Van Maanen, 1988 ; Watson, 1994 ). Ethnographic techniques for interviewing informants have been refined into an integrated developmental research strategy—“the ethno-semantic method”—for undertaking qualitative research (Spradley, 1979 , 2016 ; Van Maanen, 1981 ). The ethnosemantic method uses a structured approach to uncover and confirm key cultural features, themes, and cultural reasoning processes (McCurdy et al., 2005 , Table 3 ; Spradley, 1979 ).

Systematic Self-Observation . Systematic self-observation (SSO) involves “training informants to observe and record a selected feature of their own everyday experience” (Rodrigues & Ryave, 2002 , p. 2; Rodriguez, Ryave, & Tracewell, 1998 ). Once aware that they are experiencing the target phenomenon, informants “immediately write a field report on their observation” (Rodrigues & Ryave, 2002 , p. 2) describing what was said and done, and providing background information on the context, thoughts, emotions, and relationships of people involved. SSO generates high-quality field notes that provide accurate descriptions of informants’ experiences (pp. 4–5). SSO allows informants to directly provide descriptions of their personal experiences including difficult to capture emotions.

Interview Strategies

Interviews are conversations between researchers and research participants—termed “subjects” in positivist research and informants in “interpretive research.” Interviews can be conducted as individual face-to-face interactions (Creswell, 2014 , p. 190) or by telephone, email, or through computer-based media. Two broad types of interview strategies are (a) the individual interview and (b) the group interview or focus group (Morgan, 1997 ). Interviews elicit informants’ insights into their culture and background information, and obtain answers and opinions. Interviews typically address topics and issues that occur outside the interview setting and at previous times. Interview data are thus reconstructions or undocumented descriptions of action in past settings (Creswell, 2014 , p. 191) that provide descriptions that are less accurate and valid descriptions than direct, real-time observations of settings.

Structured and unstructured interviews. Structured interviews pose a standardized set of fixed, closed-ended questions (Easterby-Smith, Thorpe, & Jackson, 2012 ) to respondents whose responses are recorded as factual information. Responses may be forced choice or open ended. However, most qualitative research uses unstructured or partially structured interviews that pose open-ended questions in a flexible order that can be adapted. Unstructured interviews allow for detailed responses and clarification of statements (Easterby-Smith et al., 2012 ; McLeod, 2014 )and the content and format can be tailored to the needs and assumptions of specific research projects (Gephart & Richardson, 2008 , p. 40).

The informant interview (Spradley, 1979 ) poses questions to informants to elicit and clarify background information about their culture, and to validate ethnographic observations. In interviews, informants teach the researcher their culture (Spradley, 1979 , pp. 24–39). The informant interview is part of a developmental research sequence (McCurdy et al., 2005 ; Spradley, 1979 ) that begins with broad “grand tour” questions that ask an informant to describe an important domain in their culture. The questions later narrow to focus on details of cultural domains and members’ folk concepts. This process uncovers semantic relationships among concepts of members and deeper cultural themes (McCurdy et al., 2005 ; Spradley, 1979 ).

The long interview (McCracken, 1988 ) involves a lengthy, quasi-structured interview sessions with informants to acquire rapid and efficient access to cultural themes and issues in a group. Long interviews differ ethnographic interviews by using a “more efficient and less obtrusive format” (p. 7). This creates a “sharply focused, rapid and highly intense interview process” that avoids indeterminate and redundant questions and pre-empts the need for observation or involvement in a culture. There are four stages in the long interview: (a) review literature to uncover analytical categories and design the interview; (b) review cultural categories to prepare the interview guide; (c) construct the questionnaire; and (d) analyze data to discover analytical categories (p. 30, fig. 1 ).

The active interview is a dynamic process where the researcher and informant co-construct and negotiate interview responses (Holstein & Gubrium, 1995 ). The goal is to uncover the subjective meanings that informants hold for phenomenon, and to understand how meaning is produced through communication. The active approach is common in interpretive, critical, and postmodern research that assumes a negotiated order. For example, Richardson and McKenna ( 2000 ) explored how ex-patriate British faculty members themselves interpreted and explained their expatriate experience. The researchers viewed the interview setting as one where the researchers and informants negotiated meanings between themselves, rather than a setting where prepared questions and answers were shared.

Documentary, Photographic, and Video Records as Data

Documents, records, artifacts, photographs, and video recordings are physically enduring forms of data that are separable from their producers and provide mute evidence with no inherent meaning until they are read, written about, and discussed (Hodder, 1994 , p. 393). Records (e.g., marriage certificate) attest to a formal transaction, are associated with formal governmental institutions, and may have legally restricted access. In contrast, documents are texts prepared for personal reasons with fewer legal restrictions but greater need for contextual interpretation. Several approaches to documentary and textual data analysis have been developed (see Table 3 ). Documents that researchers have found useful to collect include public documents and minutes of meetings; detailed transcripts of public hearings; corporate and government press releases; annual reports and financial documents; private documents such as diaries of informants; and news media reports.

Photographs and videos are useful for capturing “accurate” visual images of physical phenomena (Ray & Smith, 2012 ) that can be repeatedly reexamined and used as evidence to substantiate research claims (LeBaron, Jarzabkowski, Pratt, & Fetzer, 2018 ). Photos taken from different positions in space may also reveal different features of phenomena. Videos show movement and reveal activities as processes unfolding over time and space. Both photos and videos integrate and display the spatiotemporal contexts of action.

Layer Two: Design as Logical Frameworks

The second research design layer links data collection and analysis methods (Tables 2 and 3 ) to three logics of enquiry that answer specific questions: inductive, deductive, and abductive logical strategies (see Table 4 ). Each logical strategy focuses on producing different types of knowledge using distinctive research principles, processes, and types of research questions they can address.

Table 3. Data Analysis and Integrated Data Collection and Analysis Strategies

Table 4. logical strategies for answering qualitative research questions with evidence.

Based in part on Blaikie ( 1993 ), ch. 5 & 6; Blaikie ( 2010 ), p. 84, table 4.1

The Inductive Strategy

Induction is the scientific method for many scholars (Blaikie, 1993 , p. 134), and an essential logic for qualitative management research (Pratt, 2009 , p. 856). Inductive strategies ask “what” questions to explore a domain to discover unknown features of a phenomenon (Blaikie, 2010 , p. 83). There are four stages to the inductive strategy: (a) observe and record all facts without selection or anticipating their importance; (b) analyze, compare, and classify facts without employing hypotheses; (c) develop generalizations inductively based on the analyses; and (d) subject generalizations to further testing (Blaikie, 1993 , p. 137).

Inductive research assumes a real world outside human thought that can be directly sensed and described (Blaikie, 2010 ). Principles of inductive research reflect a realist and objectivist ontology. The selection, definition, and measurement of characteristics to be studied are developed from an objective, scientific point of view. Facts about organizational features need to be obtained using unbiased measurement. Further, the elimination method is used to find “the characteristics present in all the positive cases, which are absent in all the negative cases, and which vary in appropriate degrees” (Blaikie, 1993 , p. 135). This requires data collection methods that provide unbiased evidence of the objective facts without pre-supposing their importance.

Induction can establish limited generalizations about phenomena based solely on the observations collected. Generalizations need to be based on the entire sample of data, not on selected observations from large data sets, to establish their validity. The scope of generalization is limited to the sample of data itself. Induction creates evidence to increase our confidence in a conclusion, but the conclusions do not logically follow from premises (Blaikie, 1993 , p. 164). Indeed, inferences from induction cannot be extended beyond the original set of observations and no logical or formal process exists to establish the universality of inferences.

Key data collection methods for inductive designs include observational strategies that allow the researcher to view behavior without making a priori hypotheses, to describe behavior that occurs “naturally” in settings, and to record non-impressionistic descriptions of behavior. Interviews can also elicit descriptions of settings and behavior for inductive qualitative research. Data analysis methods need to describe actual interactions in real settings including discourse among members. These methods include ethnosemantic analysis to uncover key terms and validate actual meanings used by members; analyses of conversational practices that show how meaning is negotiated through sequential turn taking in discourse; and grounded theory-based concept coding and theory development that use the constant comparative method.

Facts or descriptions of events can be compared to one another and generalizations can be made about the world using induction (Blaikie, 2010 ). Outcomes from inductive analysis include descriptions of features in a limited domain of social action that are inferred to exist in other similar settings. Propositions and broader insights can be developed inductively from these descriptions.

The Deductive Strategy

Deductive logic (Blaikie, 1993 , 2010 ) addresses “why” questions to explain associations between concepts that represent phenomena of interest. Researchers can use induction, abduction, or any means, to develop then test the hypotheses to see if they are valid. Hypotheses that are not rejected are temporarily corroborated. The outcomes from deduction are tested hypotheses. Researchers can thus be very creative in hypothesis construction but they cannot discover new phenomena with deduction that is based only on phenomena known in advance (Blaikie, 2010 ). And there is also no purely logical or mechanical process to establish “the validity of [inductively constructed] universal statements from a set of singular statements” from which deductive hypotheses were formed (Hempel, 1966 , p. 15 cited in Blaikie, 1993 , p. 140).

The deductive strategy uses a realist and objectivist ontology and imitates natural science methods. Useful data collection methods include observation, interviewing, and collection of documents that contain facts. Deduction addresses the assumedly objective features of settings and interactions. Appropriate data analysis methods include content coding to identify different types, features, and frequencies of observed phenomena; grounded theory coding and analytical induction to create categories in data, determine how categories are interrelated, and induce theory from observations; and pattern recognition to compare current data to prior models and samples. Content analysis and non-parametric statistics can be used to quantify qualitative data and make it more amenable to analysis, although quantitative analysis of qualitative data is not, strictly speaking, qualitative research (Gephart, 2004 ).

The Abductive Strategy

Abduction is “the process used to produce social scientific accounts of social life by drawing on the concepts and meanings used by social actors, and the activities in which they engage” (Blaikie, 1993 , p. 176). Abductive reasoning assumes that the socially meaningful world is the world experienced by members. The first abductive task is to discover the insider view that is basic to the actions of social actors (p. 176) by uncovering the subjective meanings held by social actors. Subjective meaning (Schutz, 1973a , 1973b ) refers to the meaning that actions hold for the actors themselves and that they can express verbally. Subjective meaning is not inexpressible ideas locked in one’s mind. Abduction starts with lay descriptions of social life, then moves to technical, scientific descriptions of social life (Blaikie, 1993 , p. 177) (see Table 4 ). Abduction answers “what” questions with induction, why questions with deduction, and “how” questions with hypothesized processes that explain how, and under what conditions, phenomena occur. Abduction involves making a logical leap that infers an explanatory process to explain an outcome in an oscillating logic. Deductive, inductive, and inferential processes move recursively from actors’ accounts to social science accounts and back again in abduction (Gephart, 2018 ). This process enables all theory and second-order scientific concepts to be grounded in actors’ first-order meanings.

The abductive strategy contains four layers: (a) everyday concepts and meanings of actors, used for (b) social interaction, from which (c) actors provide accounts, from which (d) social scientific descriptions are made, or theories are generated and applied, to interpret phenomena (Blaikie, 1993 , p. 177). The multifaceted research process, described in Table 4 , requires locating and comprehending members’ important everyday concepts and theories before observing or creating disruptions that force members to explain the unstated knowledge behind their action. The researcher then integrates members’ first-order concepts into a general, second-order scientific theory that makes first-order understandings recoverable.

Abduction emerged from Weber’s interpretive sociology ( 1978 ) and Peirce’s ( 1936 ) philosophy. But Alfred Schutz ( 1973a , 1973b ) is the contemporary scholar who did the most to extend our understanding of abduction, although he never used the term “abduction” (Blaikie, 1993 , 2010 ; Gephart, 2018 ). Schutz conceived abduction as an approach to verifiable interpretive knowledge that is scientific and rigorous (Blaikie, 1993 ; Gephart, 2018 ). Abduction is appropriate for research that seeks to go beyond description to explanation and prediction (Blaikie, 1993 , p. 163) and discovery (Gephart, 2018 ). It employs an interpretive ontology (Schutz, 1973a , 1973b ) and social constructionist epistemology (Berger & Luckmann, 1966 ), using qualitative methods to discover “why people do what they do” (Blaikie, 1993 ).

Dynamic data collection methods are needed for abductive research to capture descriptions of interactions in actual settings and their meanings to members. Observational and interview approaches that elicit members’ concepts and theories are particularly relevant to abductive understanding (see Table 2 ). Data analysis methods must analyze situated, first-order (common sense) discourse as it unfolds in real settings and then systematically develop second-order concepts or theories from data. Relevant approaches to produce and validate findings include ethnography, ethnomethodology, and grounded theorizing (see Table 3 ). The combination of what, why, and how questions used in abduction produces a broader understanding of phenomena than do what and why deductive and inductive questions.

Layer Three: Paradigms of Research

Scholarly paradigms integrate methods, logics, and intellectual worldviews into coherent theoretical perspectives and form the most abstract level of research design. Six paradigms are widely used in management research (Burrell & Morgan, 1979 ; Cunliffe, 2011 ; Gephart, 2004 , 2013 ; Gephart & Richardson, 2008 ; Hassard, 1993 ). The first three perspectives—positivism, interpretive induction, and interpretive abduction—build on logics of design and seek to produce rigorous empirical research that constitutes evidence (see Table 5 ). Three additional perspectives pursue philosophical, critical, and practical knowledge: critical theory, postmodernism, and organization development (see Table 6 ). Tables 5 and 6 describe important features of each research design to show similarities and differences in the processes through which theoretical meaning is bestowed on research results in management and organization studies.

Table 5. Paradigms, Logical Strategies, and Methodologies for Empirical Research

Sources: Based on and adapted and extended from Blaikie ( 1993 , pp. 137, 145, & 152); Blaikie ( 2010 , Table 4.1, p. 84); Gephart ( 2013 , Table 9.1, p. 291) and Gephart ( 2018 , Table 3.1, pp. 38–39).

Table 6. Alternative Paradigms, Logical Strategies, and Methodologies

Based in part on Gephart ( 2004 , 2013 , 2018 ).

The Positivist Approach

The qualitative positivist approach makes assumptions equivalent to those of quantitative research (Gephart, 2004 , 2018 ). It assumes the world is objectively describable and comprehensible using inductive and deductive logics. And rigor is important and achieved by reliability, validity, and generalizability of findings (Kirk & Miller, 1986 ; Malterud, 2001 ). Qualitative positivism mimics natural science logics and methods using data recorded as words and talk rather than numerals.

Positivist research (Bitektine, 2008 ; Su, 2018 ) starts with a hypothesis. This can, but need not, be based in data or inductive theory. The research process, aimed at publication in peer-reviewed journals, requires researchers to (a) identify variables to measure, (b) develop operational definitions of the variables, (c) measure (describe) the variables and their inter-relationships, (d) pose hypotheses to test relationships among variables, then (e) compare observations to hypotheses for testing (Blaikie, 2010 ). When data are consistent with theory, theory passes the test. Otherwise the theory fails. This theory is also assessed for its logical correctness and value for knowledge. The positivist approach can assess deductive and inductive generalizations and provide evidence concerning why something occurs—if proposed hypotheses are not rejected.

Positivists view qualitative research as highly subject to biases that must be prevented to ensure rigor, and 23 methodological steps are recommended to enhance rigor and prevent bias (Gibbert & Ruigrok, 2010 , p. 720). Replicability is another concern because methodology descriptions in qualitative publications “insufficiently describe” how methods are used (Lee, Mitchell, & Sablynski, 1999 , p. 182) and thereby prevent replication. To ensure replicability, a qualitative “article’s description of the method must be sufficiently detailed to allow a reader . . . to replicate that reported study either in a hypothetical or actual manner.”

Qualitative research allows positivists to observe naturally unfolding behavior in real settings and allow “the real world” of work to inform research and theory (Locke & Golden-Biddle, 2004 ). Encounters with the actual world provide insights into meaning construction by members that cannot be captured with outsider (etic) approaches. For example, past quantitative research provided inconsistent findings on the importance of pre- and post-recruitment screening interviews for job choices of recruits. A deeper investigation was thus designed to examine how recruitment impacts job selection (Rynes, Bretz, & Gerhart, 1991 ). To do so, students undergoing recruitment were asked to “tell us in their own words” how their recruiting and decision processes unfolded (Rynes et al., 1991 , p. 399). Using qualitative evidence, the researchers found that, in contrast to quantitative findings, “people do make choices based on how they are treated” (p. 509), and the choices impact recruitment outcomes. Rich descriptions of actual behavior can disconfirm quantitative findings and produce new findings that move the field forward.

An important limitation of positivism is its common emphasis on outsiders’ or scientific observers’ objective conceptions of the world. This limits the attention positivist research gives to members’ knowledge and allows positivist research to impose outsiders’ meanings on members’ everyday behavior, leading to a lack of understanding of what the behavior means to members. Another limitation is that no formal, logical, or proven techniques exist to assess the strength of “relationships” among qualitative variables, although such assessments can be formally done using well-formed quantitative data and techniques. Thus, qualitative positivists often provide ambiguous or inexplicit quantitative depictions of variable relations (e.g., “strong relationship”). Alternatively, the analysts quantify qualitative data by assigning numeric codes to categories (Greckhamer, Misngyi, Elms, & Lacey, 2008 ), using non-parametric statistics, or quantitative content analysis (Sonpar & Golden-Biddle, 2008 ) to create numerals that depict associations among variables.

An illustrative example of positivist research . Cole ( 1985 ) studied why and how organizations change their working structures from bureaucratic forms to small, self-supervised work teams that allow for worker participation in shop floor activities. Cole found that existing research on workplace change focused on the micropolitical level of organizations. He hypothesized that knowledge could be advanced differently, by examining the macropolitical change in industries or nations. Next, a testable conclusion was deduced: a macro analysis of the politics of change can better predict the success of work team implementation, measured as the spread of small group work structures, than an examination of the micropolitics of small groups ( 1985 ). Three settings were selected for the research: Japan, Sweden, and the United States. Japanese data were collected from company visits and interviews with employment officials and union leaders. Swedish documentary data on semiautonomous work groups were used and supplemented by interviews at Volvo and Saab, and prior field research in Sweden. U.S. data were collected through direct observations and a survey of early quality circle adopters.

Extensive change was observed in Sweden and Japan but changes to small work groups were limited in the United States (Cole, 1985 ). This conclusion was verified using records of the experiences of the three nations in work reform, compared across four dimensions: timing and scope of changes, managerial incentives to innovate, characteristics of mobilization, and political dimensions of change. Data revealed the United States had piecemeal experimentation and resistance to reform through the 1970s; diffusion emerged in Japan in the early 1960s and became extensive; and Swedish workplace reform started in the 1960s and was widely and rapidly diffused.

Cole then answered the questions of “why” and “how” the change occurred in some countries but not others. Regarding why Japanese and Swedish managers were motivated to introduce workplace change due to perceived managerial problems and the changing national labor market. Differences in the political processes also influenced change. Management, labor, and government interest in workplace change was evident in Japan and Sweden but not in the United States where widespread resistance occurred. As to how, the change occurred through macropolitical processes (Cole, 1985 , p. 120), specifically, the commitment of the national business leadership to the change and whether or not the change was contested or uncontested by labor impacted the adoption of change. Organizational change usually occurs through broad macropolitical processes, hence “the importance of macro-political variables in explaining these outcomes” (p. 122).

Interpretive Induction

Two streams of qualitative research claim the label of “interpretive research” in management and organization studies. The first stream, interpretive induction, emphasizes induction as its primary logical strategy (e.g., Locke, 2001 , 2002 ; Pratt, 2009 ). It assumes a “real world” that is inherently objective but interpreted through subjective lenses, hence different people can perceive or report different things. This research is interpretive because it addresses the meanings and interpretations people give to organizational phenomena, and how this meaning is provided and used. Interpretive induction contributes to scientific knowledge by providing empirical descriptions, generalizations, and low-level theories about specific contexts based on thick descriptions of members’ settings and interactions (first-order understandings) as data.

The interpretive induction paradigm addresses “what” questions that describe and explain the existence and features of phenomena. It seeks to uncover the subjective, personal knowledge that subjects have of the objective world and does so by creating descriptive accounts of the activities of organizational members. Interpretive induction creates inductive theories based on limited samples that provide low-scope, abstract theory. Limitations (Table 5 ) include the fact that inductive generalizations are limited to the sample used for induction and need to be subjected to additional tests and comparisons for substantiation. Second, research reports often fail to provide details to allow replication of the research. Third, formal methods for assessing the accuracy and validity of results and findings are limited. Fourth, while many features of scientific research are evident in interpretive induction research, the research moves closer to humanistic knowledge than to science when the basic assumptions of inductive analysis are relaxed—a common occurrence.

An illustrative example of interpretive induction research . Adler and Adler ( 1988 , 1998 ) undertook a five-year participant-observation study of a college basketball program (Adler, 1998 , p. 32). They sought to “examine the development of intense loyalty in one organization.” Intense loyalty evokes “devotional commitment of . . . (organizational) members through a subordination that sometime borders on subservience” (p. 32). The goal was to “describe and analyze the structural factors that emerged as most related” to intense loyalty (p. 32).

The researchers divided their roles. Peter Adler was the active observer and “expert” who undertook direct observations while providing counsel to players (p. 33). Patricia Adler took the peripheral role of “wife” and debriefed the observer. Two research questions were posed: (a) “what” kinds of organizational characteristics foster intense loyalty? (b) “how” do organizations with intense loyalty differ structurally from those that lack intense loyalty?

The first design stage (Table 5 ) recorded unbiased observations in extensive field notes. Detailed “life history” accounts were obtained from 38 team members interviewed (Adler & Adler, 1998 , p. 33). Then analytical induction and the constant comparative method (Glaser & Strauss, 1967 ) were used to classify and compare observations (p. 33). Once patterns emerged, informants were questioned about variations in patterns (p. 34) to develop “total patterns” (p. 34) reflecting the collective belief system of the group. This process required a “careful and rigorous means of data collection and analysis” that was “designed to maximize both the reliability and validity of our findings” (p. 34). The study found five conceptual elements were essential to the development of intense loyalty: domination, identification, commitment, integration, and goal alignment (p. 35).

The “what” question was answered by inducing a generalization (stage 3): paternalistic organizations with charismatic leadership seek people who “fit” the organization’s style and these people require extensive socialization to foster intense loyalty. This description contrasts with rational bureaucratic organizations that seek people who fit specific, generally known job descriptions and require limited socialization (p. 46). The “how” question is answered by inductive creation of another generalization: organizations that control the extra-organizational activities of members are more likely to evoke intense loyalty by forcing members to subordinate all other interests to those of the organization (p. 46).

The Interpretive Abduction Approach

The second stream of interpretive research—interpretive abduction—produces scientific knowledge using qualitative methods (Gephart, 2018 ). The approach assumes that commonsense knowledge is foundational to how actors know the world. Abductive theory is scientifically built from, and refers to, everyday life meanings, in contrast to positivist and interpretive induction research that omits concern with the worldview of members. Further, interpretive abduction produces second-order or scientific theory and concepts from members’ first-order commonsense concepts and meanings (Gephart, 2018 , p. 34; Schutz, 1973a , 1973b ).

The research process, detailed in Table 5 (process and stages), focuses on collecting thick descriptive data on organizations, identifying and interpreting first-order lay concepts, and creating abstract second-order technical constructs of science. The second-order concepts describe the first-order principles and terms social actors use to organize their experience. They compose scientific concepts that form a theoretical system to objectively describe, predict, and explain social organization (Gephart, 2018 , p. 35). This requires researchers to understand the subjective view of the social actors they study, and to develop second-order theory based on actors’ subjective meanings. Subjective meaning can be shared with others through language use and communication and is not private knowledge.

A central analytical task for interpretive abduction is creating second-order, ideal-type models of social roles, motives, and interactions that describe the behavioral trajectories of typical actors. Ideal-type models can be objectively compared to one another and are the special devices that social science requires to address differences between social phenomena and natural phenomena (Schutz, 1973a , 1973b ). The models, once built, are refined to preserve actors’ subjective meanings, to be logically consistent, and to present human action from the actor’s point of view. Researchers can then vary and compare the models to observe the different outcomes that emerge. Scientific descriptions can then be produced, and theories can be created. Interpretive abduction (Gephart, 2018 , p. 35) allows one to addresses what, why, and how questions in a holistic manner, to describe relationships among scientific constructs, and to produce “empirically ascertainable” and verifiable relations among concepts (Schutz, 1973b , p. 65) that are logical, hold practical meaning to lay actors, and provide abstract, objective meaning to interpretive scientists (Gephart, 2018 , p. 35). Abduction produces knowledge about socially shared realities by observing interactions, uncovering members’ first-order meanings, and then developing technical second-order or scientific accounts from lay accounts.

Interpretive abduction (Gephart, 2018 ) uses well-developed methods to create, refine, test, and verify second-order models, and it provides well-developed tools to support technical, second-level analyses. Research using the interpretive abduction approach includes a study of how technology change impacts sales automobile practices (Barley, 2015 ) and an investigation study of how abduction was used to develop new prescription drugs (Dunne & Dougherty, 2016 ).

An illustrative example of the interpretive abduction approach . Perlow ( 1997 ) studied time management among software engineers facing a product launch deadline. Past research verified the widespread belief that long working hours for staff are necessary for organizational success. This belief has adversely impacted work life and led to the concept of a “time bind” faced by professionals (Hochschild, 1997 ). One research question that subsequently emerged was, “what underlies ‘the time bind’ experienced by engineers who face constant deadlines and work interruptions?” (Perlow, 1997 , p. xvii). This is an inductive question about the causes and consequences of long working hours not answered in prior research that is hard to address using induction or deduction. Perlow then explored assumption underlying the hypothesis, supported by lay knowledge and management literature, that even if long working hours cause professionals to destroy their life style, long work hours “further the goals of our organizations” and “maximize the corporation’s bottom line” (Perlow, 1997 , p. 2).

The research commenced (Table 5 , step 1) when Perlow gained access to “Ditto,” a leader in implementing flexible work policies (Perlow, 1997 , p. 141) and spent nine months doing participant observation four days a week. Perlow collected descriptive data by walking around to observe and converse with people, attended meetings and social events, interviewed engineers at work and home and spouses at home, asked participants to record activities they undertook on selected working days (Perlow, 1997 , p. 143), and made “thousands of pages of field notes” (p. 146) to uncover trade-offs between work and home life.

Perlow ( 1997 , pp. 146–147) analyzed first-order concepts uncovered through his observations and interviews from 17 stories he wrote for each individual he had studied. The stories described workstyles, family lives, and traits of individuals; provided objective accounts of subjective meanings each held for work and home; offered background information; and highlighted first-order concepts. Similarities and differences in informant accounts were explored with an empirically grounded scheme for coding observations into categories using grounded theory processes (Gioia, Corley, & Hamilton, 2012 ). The process allowed Perlow to find key themes in stories that show work patterns and perceptions of the requirements of work success, and to create ideal-type models of workers (step 3). Five stories were selected for detailed analysis because they reveal important themes Perlow ( 1997 , p. 147). For example, second-order, ideal-type models of different “roles” were constructed in step 3 including the “organizational superstar” (pp. 15–21) and “ideal female employee” (pp. 22–32) based on first-order accounts of members. The second-order ideal-type scientific models were refined to include typical motives. The models were compared to one another (step 4) to describe and understand how the actions of these employee types differed from other employee types and how these variations produced different outcomes for each trajectory of action (steps 4 and 5).

Perlow ( 1997 ) found that constant help-seeking led engineers to interrupt other engineers to get solutions to problems. This observation led to the abductively developed hypothesis that interruptions create a time crisis atmosphere for engineers. Perlow ( 1997 ) then created a testable, second-order ideal-type (scientific) model of “the vicious working cycle” (p. 96), developed from first-order data, that explains the productivity problems that the firm (and other research and development firms)—commonly face. Specifically, time pressure → crisis mentality → individual heroics → constant interruptions of others’ work to get help → negative consequences for individual → negative consequences for the organization.

Perlow ( 1997 ) then tested the abductive hypothesis that the vicious work cycle caused productivity problems (stage 5). To do so, the vicious work cycle was transformed into a virtuous cycle using scheduling quiet times to prevent work interruptions: relaxed work atmosphere → individuals focus on own work completion → few interruptions → positive consequences for individual and organization. To test the hypothesis, an experiment was conducted (research process 2 in Table 5 ) with engineers given scheduled quiet times each morning with no interruptions. The experiment was successful: the project deadline was met. The hypothesis about work interruptions and the false belief that long hours are needed for success were supported (design stage 6). Unfortunately, the change was not sustained and engineers reverted to work interruptions when the experiment ended.

There are three additional qualitative approaches used in management research that pursue objectives other than producing empirical findings and developing or testing theories. These include critical theory and research, postmodernism, and change intervention research (see Table 6 ).

The Critical Theory and Research Approach

The term “critical” has many meanings including (a) critiques oriented to uncovering ideological manifestations in social relations (Gephart, 2013 , p. 284); (b) critiques of underlying assumptions of theories; and (c) critique as self-reflection that reflexively encapsulates the investigator (Morrow, 1994 , p. 9). Critical theory and critical management studies bring these conceptions of critical to bear on organizations and employees.

Critical theory and research extend the theories Karl Marx, and the Frankfurt School in Germany (Gephart & Kulicki, 2008 ; Gephart & Pitter, 1995 ; Habermas, 1973 , 1979 ; Morrow, 1994 ; Offe, 1984 , 1985 ). Critical theory and research assume that social science research differs from natural science research because social facts are human creations and social phenomena cannot be controlled as readily as natural phenomena (Gephart, 2013 , p. 284; Morrow, 1994 , p. 9). As a result, critical theory often uses a historical approach to explore issues that arise from the fundamental contradictions of capitalism. Critical research explores ongoing changes within capitalist societies and organizations, and analyzes the objective structures that constrain human imagination and action (Morrow, 1994 ). It seeks to uncover the contradictions of advanced capitalism that emerge from the fundamental contradiction of capitalism: owners of capital have the right to appropriate the surplus value created by workers. This basic contradiction produces further contradictions that become sources of workplace oppression and resistance that create labor issues. Thus contradictions reveal how power creates consciousness (Poutanen & Kovalainen, 2010 ). Critical reflection is used to de-reify taken-for-granted structures that create power inequities and to motivate resistance and critique and escape from dominant structures (see Table 6 ).

Critical management studies build on critical theory in sociology. It seeks to transform management and provide alternatives to mainstream theory (Adler, Forbes, & Willmott, 2007 ). The focus is “the social injustice and environmental destruction of the broader social and economic systems” served by conventional, capitalist managers (Adler et al., 2007 , p. 118). Critical management research examines “the systemic corrosion of moral responsibility when any concern for people or for the environment . . . requires justification in terms of its contribution to profitable growth” (p. 4). Critical management studies goes beyond scientific skepticism to undertake a radical critique of socially divisive and environmentally destructive patterns and structures (Adler et al., 2007 , p. 119). These studies use critical reflexivity to uncover reified capitalist structures that allow certain groups to dominate others. Critical reflection is used to de-reify and challenge the facts of social life that are seen as immutable and inevitable (Gephart & Richardson, 2008 , p. 34). The combination of dialogical inquiry, critical reflection, and a combination of qualitative and quantitative methods and data are common in this research (Gephart, 2013 , p. 285). Some researchers use deductive logics to build falsifiable theories while other researchers do grounded theory building (Blaikie, 2010 ). Validity of critical research is assessed as the capability the research has to produce critical reflexivity that comprehends dominant ideologies and transforms repressive structures into democratic processes and institutions (Gephart & Richardson, 2008 ).

An illustrative example of critical research . Barker ( 1998 , p. 130) studied “concertive control” in self-managed work teams in a small manufacturing firm. Concertive control refers to how workers collaborate to engage in self-control. Barker sought to understand how control practices in the self-managed team setting, established to allow workers greater control over their work, differed from previous bureaucratic processes. Interviews, observations, and documents were used as data sources. The resultant description of work activities and control shows that rather than allowing workers greater control, the control process enacted by workers themselves became stronger: “The iron cage becomes stronger” and almost invisible “to the workers it incarcerates” (Barker, 1998 , p. 155). This study shows how traditional participant observation methods can be used to uncover and contest reified structures and taken-for-granted truths, and to reveal the hidden managerial interests served.

Postmodern Perspectives

The postmodern perspective (Boje, Gephart, & Thatchenkery, 1996 ) is based in philosophy, the humanities, and literary criticism. Postmodernism, as an era, refers to the historical stage following modernity that evidences a new cultural worldview and style of intellectual production (Boje et al., 1996 ; Jameson, 1991 ; Rosenau, 1992 ). Postmodernism offers a humanistic approach to reconceptualize our experience of the social world in an era where it is impossible to establish any foundational underpinnings for knowledge. The postmodern perspective assumes that realities are contradictory in nature and value-laden (Gephart & Richardson, 2008 ; Rosenau, 1992 , p. 6). It addresses the values and contradictions of contemporary settings, how hidden power operates, and how people are categorized (Gephart, 2013 ). Postmodernism also challenges the idea that scientific research is value free, and asks “whose values are served by research?”

Postmodern essays depart from concerns with systematic, replicable research methods and designs (Calas, 1987 ). They seek instead to explore the values and contradictions of contemporary organizational life (Gephart, 2013 , p. 289). Research reports have the character of essays that seek to reconceptualize how people experience the world (Martin, 1990 ; Rosenau, 1992 ) and to disrupt this experience by producing “reading effects” that unsettle a community (Calas & Smircich, 1991 ).

Postmodernism examines intertextual relations—how texts become embedded in other texts—rather than causal relations. It assumes there are no singular realities or truths, only multiple realities and multiple truths, none of which are superior to other truths (Gephart, 2013 ). Truth is conceived as the outcome of language use in a context where power relations and multiple realities exist.

From a methodological view, postmodern research tends to focus on discourse: texts and talk. Data collection (in so far as it occurs) focuses on records of discourse—texts of spoken and written verbal communication (Fairclough, 1992 ). Use of formal or official records including recordings, texts and transcripts is common. Analytically, scholars tend to use critical discourse analysis (Fairclough, 1992 ), narrative analysis (Czarniawska, 1998 ; Ganzin, Gephart, & Suddaby, 2014 ), rhetorical analysis (Culler, 1982 ; Gephart, 1988 ; McCloskey, 1984 ) and deconstruction (Calais & Smircich, 1991 ; Gephart, 1988 ; Kilduff, 1993 ; Martin, 1990 ) to understand how categories are shaped through language use and come to privilege or subordinate individuals.

Postmodernism challenges models of knowledge production by showing how political discourses produce totalizing categories, showing how categorization is a tool for social control, and attempting to create opportunities for alternative representations of the world. It thus provides a means to uncover and expose discursive features of domination, subordination, and resistance in society (Locke & Golden-Biddle, 2004 ).

An illustrative example of postmodern research . Martin ( 1990 ) deconstructed a conference speech by a company president. The president was so “deeply concerned” about employee well-being and involvement at work that he encouraged a woman manager “to have her Caesarian yesterday” so she could participate in an upcoming product launch. Martin deconstructs the story to reveal the suppression of gender conflict in the dialogue and how this allows gender conflict and subjugation to continue. This research established the existence of important domains of organizational life, such as tacit gender conflict, that have not been adequately addressed and explored the power dynamics therein.

The Organization Development Approach

OD involves a planned and systematic diagnosis and intervention into an organizational system, supported by top management, with the intent of improving the organization’s effectiveness (Beckhard, 1969 ; Palmer, Dunford, & Buchanan, 2017 , p. 282). OD research (termed “clinical research” by Schein, 1987 ) is concerned with changing attitudes and behaviors to instantiate fundamental values in organizations. OD research often follows the general process of action research (Lalonde, 2019 ) that involves working with actors in an organization to help improve the organization. OD research involves a set of stages the OD practitioner (the leader of the intervention) uses: (a) problem identification; (b) consultation between OD practitioner and client; (c) data collection and problem diagnosis; (d) feedback; (e) joint problem diagnosis; (f) joint action planning; (g) change actions; and (h) further data gathering to move recursively to a refined step 1.

An illustrative example of the organization development approach . Numerous OD techniques exist to help organizations change (Palmer et al., 2017 ). The OD approach is illustrated here by the socioeconomic approach to management (SEAM) (Buono & Savall, 2007 ; Savall, 2007 ). SEAM provides a scientific approach to organizational intervention consulting that integrates qualitative information on work practices and employee and customer needs (socio) with quantitative and financial performance measures (economics). The socioeconomic intervention process commences by uncovering dysfunctions that require attention in an organization. SEAM assumes that organizations produce both (a) explicit benefits and costs and (b) hidden benefits and costs. Hidden costs refer to economic implications of organizational dysfunctions (Worley, Zardet, Bonnet, & Savall, 2015 , pp. 28–29). These include problems in working conditions; work organization; communication, co-ordination, and co-operation; time management; integrated training; and strategy implementation (Savall, Zardet, & Bonnet, 2008 , p. 33). Explicit costs are emphasized in management decision-making but hidden costs are ignored. Yet hidden costs from dysfunctions often greatly outstrip explicit costs.

For example, a fishing company sought to protect its market share by reducing the price and quality of products, leading to the purchase of poor-quality fish (Savall et al., 2008 , pp. 31–32). This reduced visible costs by €500,000. However, some customers stopped purchasing because of the lower-quality product, producing a loss of sales of €4,000,000 in revenue or an overall drop in economic performance of €3,500,000. The managers then changed their strategy to focus on health and quality. They implemented the SEAM approach, assessed the negative impact of the hidden costs on value added and revenue received, and purchased higher-quality fish. Visible costs (expenses) increased by €1,000,000 due to the higher cost for a better-quality product, but the improved quality (performance) cut the hidden costs by increasing loyalty and increased sales by €5,000,000 leaving an increased profit of €4,000,000.

SEAM allows organizations to uncover hidden costs in their operations and to convert these costs into value-added human potential through a process termed “qualimetrics.” Qualimetrics assesses the nature of hidden costs and organizational dysfunctions, develops estimates of the frequencies and amounts of hidden costs in specific organizational domains, and develops actions to reduce the hidden costs and thereby release additional value added for the organization (Savall & Zardet, 2011 ). The qualimetric process is participative and involves researchers who use observations, interviews and focus groups of employees to (a) describe, qualitatively, the dysfunctions experienced at work (qualitative data); (b) estimate the frequencies with which dysfunctions occur (quantitative data); and (c) estimate the costs of each dysfunction (financial data). Then, strategic change actions are developed to (a) identify ways to reduce or overcome the dysfunction, (b) estimate how frequently the dysfunction can be remedied, and (c) estimate the overall net costs of removing the hidden costs to enhance value added. The economic balance is then assessed for changes to transform the hidden costs into value added.

OD research creates actionable knowledge from practice (Lalonde, 2019 ). OD intervention consultants use multistep processes to change organizations that are flexible practices not fixed research designs. OD plays an important role in developing evidence-based practices to improve organizational functioning and performance. Worley et al. ( 2015 ) provide a detailed example of the large-scale implementation of the SEAM OD approach in a large, international firm.

Here we discuss implication of qualitative research designs for covert research, reporting qualitative work and novel integrations of qualitative and quantitative work.

Covert Research

University ethics boards require researchers who undertake research with human participants to obtain informed consent from the participants. Consent requires that all participants must be informed of details of the research procedure in which they will be involved and any risks of participation. Researchers must protect subjects’ identities, offer safeguards to limit risks, and insure informant anonymity. This consent must be obtained in the form of a signed agreement from the participant, obtained prior to the commencement of research observations (McCurdy et al., 2005 , pp. 29–32).

Covert research that fails to fully disclose research purposes or practices to participants, or that is otherwise deceptive by design or tacit practice, has long been considered “suspect” in the field (Graham, 1995 ; Roulet, Gill, Stenger, & Gill, 2017 ). This is changing. Research methodologists have shown that the over/covert dimension is a continuum, not a dichotomy, and that unintended covert elements occur in many situations (Roulet et al., 2017 ). Thus all qualitative observation involves some degree of deception due practical constraints on doing observations since it is difficult to do fully overt research, particularly in observational contexts with many people, and to gain advance consent from everyone in the organization one might encounter.

There are compelling benefits to covert research. It can provide insights not possible if subjects are fully informed of the nature or existence of the research. For example, the year-long, covert observational study of an asylum as a “total institution” (Goffman, 1961 ) showed how ineffective the treatment of mental illness was at the time. This opened the field of mental health to social science research (Roulet et al., 2017 , p. 493). Covert research can also provide access to institutions that researchers would otherwise be excluded from, including secretive and secret organizations (p. 492). This could allow researchers to collect data as an insider and to better see and experience the world from members’ perspective. It could also reduce “researcher demand effects” that occur when informants obscure their normal behavior to conform to research expectations. Thus, the inclusion of covert research data collection in research designs and proposals is an emerging trend and realistic possibility. Ethics applications can be developed that allow for aspects of covert research, and observations in many public settings do not require informed consent.

The Appropriate Style for Reporting Qualitative Work

The appropriate style for reporting qualitative research has become an issue of concern. For example, editors of the influential Academy of Management Journal have noted the emergence of an “AMJ style” for qualitative work (Bansal & Corley, 2011 , p. 234). They suggest that all qualitative work should use this style so that qualitative research can “benefit” from: “decades of refinement in the style of quantitative work.” The argument is that most scholars can assess the empirical and theoretical contributions of quantitative work but find it difficult to do so for qualitative research. It is easier for quantitatively trained editors and scholars “to spot the contribution of qualitative work that mimics the style of quantitative research.” Further, “the majority of papers submitted to . . . AMJ tend to subscribe to the paradigm of normal science that aims to find relationships among valid constructs that can be replicated by anyone” (Bansal, Smith, & Vaara, 2018 , p. 1193). These recommendations appear to explicitly encourage the reporting of qualitative results as if they were quantitatively produced and interpreted and highlights the advantage of conformity to the prevailing positivist perspective to gain publication in AMJ.

Yet AMJ editors have also called for researchers to “ensure that the research questions, data, and analysis are internally consistent ” (Bansal et al., 2018 , p. 1193) and to “Be authentic , detailed and clear in argumentation” (emphasis added) (Bansal et al., 2018 , p. 1193). These calls for consistency appear to be inconsistent with suggestions to present all qualitative research using a style that mimics quantitative, positivist research. Adopting the quantitative or positivist style for all qualitative reports may also confuse scholars, limit research quality, and hamper efforts to produce innovative, non-positivist research. This article provides six qualitative research designs to ensure a range of qualitative research publications are internally consistent in methods, logics, paradigmatic commitments, and writing styles. These designs provide alternatives to positivist mimicry in non-positivist scholarly texts.

Integrating Qualitative and Quantitative Research in New Ways

Qualitative research often omits consideration of the naturally occurring uses of numbers and statistics in everyday discourse. And quantitative researchers tend to ignore qualitative evidence such as stories and discourse. Yet knowledge production processes in society “rely on experts and laypeople and, in so doing, make use of both statistics and stories in their attempt to represent and understand social reality” (Ainsworth & Hardy, 2012 , p. 1649). Numbers and statistics are often used in stories to create legitimacy, and stories provide meaning to numbers (Gephart, 1988 ). Hence stories and statistics cannot be separated in processes of knowledge production (Ainsworth & Hardy, 2012 , p. 1697). The lack of attention to the role of quantification in everyday life means a huge domain of organizational discourse—all talk that uses numbers, quantities, and statistics—is largely unexplored in organizational research.

Qualitative research has, however, begun to study how words and numbers are mutually used for organizational storytelling (Ainsworth & Hardy, 2012 ; Gephart, 2016 ). This focus offers the opportunity to develop research designs to explore qualitative features and processes involved in quantitative phenomena such as financial crises (Gephart, 2016 ), to address how stories and numbers need to work together to create legitimate knowledge (Ainsworth & Hardy, 2012 ), and to show how statistics are used rhetorically to convince others of truths in organizational research (Gephart, 1988 ).

Ethnostatistics (Gephart, 1988 ; Gephart & Saylors, 2019 ) provides one example of how to integrate qualitative and quantitative research. Ethnostatistics examines how statistics are constructed and used by professionals. It explores how statistics are constructed in real settings, how violations of technical assumptions impact statistical outcomes, and how statistics are used rhetorically to convince others of the truth of research outcomes. Ethnostatistics has been used to reinterpret data from four celebrated network studies that themselves were reanalyzed (Kilduff & Oh, 2006 ). The ethnostatistical reanalyses revealed how ad hoc practices, including judgment calls and the imputation of new data into old data set for reanalysis, transformed the focus of network research from diffusion models to structural equivalence models.

Another innovative study uses a Bayesian ethnostatistical approach to understand how the pressure to produce sophisticated and increasingly complex theoretical narratives for causal models has impacted the quantitative knowledge generated in top journals (Saylors & Trafimow, 2020 ). The use of complex causal models has increased substantially over time due to a qualitative and untested belief that complex models are true. Yet statistically speaking, as the number of variables in a model increase, the likelihood the model is true rapidly decreases (Saylors & Trafimow, 2020 , p. 3).

The authors test the previously untested (qualitative) belief that complex causal models can be true. They found that “the joint probability of a six variable model is about 3.5%” (Saylors & Trafimow, 2020 , p. 1). They conclude that “much of the knowledge generated in top journals is likely false” hence “not reporting a (prior) belief in a complex model” should be relegated to the set of questionable research practices. This study shows how qualitative research that explores the lay theories and beliefs of statisticians and quantitative researchers can challenge and disrupt conventions in quantitative research, improve quantitative practices, and contribute qualitative foundations to quantitative research. Ethnostatistics thus opens the qualitative foundations of quantitative research to critical qualitative analyses.

The six qualitative research design processes discussed in this article are evident in scholarly research on organizations and management and provide distinct qualitative research designs and approaches to use. Qualitative research can provide research insights from several theoretical perspectives, using well-developed methods to produce scientific and scholarly insights into management and organizations. These approaches and designs can also inform management practice by creating actionable knowledge. The intended contribution of this article is to describe these well-developed methods, articulate key practices, and display core research designs. The hope is both to better equip researchers to do qualitative research, and to inspire them to do so.

Acknowledgments

The authors wish to acknowledge the assistance of Karen Lund at The University of Alberta for carefully preparing Figure 1 . Thanks also to Beverly Zubot for close reading of the manuscript and helpful suggestions.

  • Adler, P. A. , & Adler, P. (1988). Intense loyalty in organizations: A case study of college athletics. Administrative Science Quarterly , 401–417.
  • Adler, P. A. , & Adler, P. (1998). Intense loyalty in organizations: A case study of college athletics. In J. Van Maanen (Ed.), Qualitative studies of organizations (pp. 31–50). Thousand Oaks, CA: SAGE.
  • Adler, P. S. , Forbes, L. C. , & Willmott, H. (2007). Critical management studies. Academy of Management Annals , 1 (1), 119–180.
  • Agar, M. H. (1980). The professional stranger: An informal introduction to ethnography . New York, NY: Academic Press.
  • Ainsworth, S. , & Hardy, C. (2012). Subjects of inquiry: Statistics, stories, and the production of knowledge. Organization Studies , 33 (12), 1693–1714.
  • Akeson, C. (2005). Getting the truth: The police detective and the art of interviewing. In D. W. McCurdy , J. P. Spradley , & D. J. Shandy (Eds.), The cultural experience: Ethnography in complex society (2nd ed., pp. 103–111). Long Grove, IL: Waveland Press.
  • Avenier, M.-J. , & Thomas, C. (2015). Finding one’s way around various methodological guidelines for doing rigorous case studies: A comparison of four epistemological frameworks. Systèmes d’information & Management , 20 (1), 61–98.
  • Bansal, P. , & Corley, K. (2011). From the editors—The coming of age for qualitative research: Embracing the diversity of qualitative methods. Academy of Management Journal , 54 (2), 233–237.
  • Bansal, P. , Smith, W. K. , & Vaara, E. (2018). From the editors: New ways of seeing through qualitative research. Academy of Management Journal , 61 (4), 1189–1195.
  • Barker, J. R. (1993). Tightening the iron cage: Concertive control in self-managing teams. Administrative Science Quarterly , 38 (3), 408–437.
  • Barker, J. (1998). Tightening the iron cage: Concertive control in self-managing teams. In J. Van Maanen (Ed.), Qualitative studies of organizations (pp. 126–158). Thousand Oaks, CA: SAGE.
  • Barley, S. R. (2015). Why the internet makes buying a car less loathsome: How technologies change role relations. Academy of Management Discoveries , 1 (1), 31–60.
  • Beckhard, R. (1969). Organization development: Strategies and models . Boston, MA: Addison-Wesley.
  • Berger, P. L. , & Luckmann, T. (1966). The social construction of reality: A treatise in the sociology of knowledge . New York, NY: Doubleday.
  • Bhaskar, R. (1978). A realist theory of science . Sussex: Harvester Press; Atlantic Highlands, NJ: Humanities Press.
  • Bitektine, A. (2008). Prospective case study design: Qualitative method for deductive theory testing. Organizational Research Methods , 11 (1), 160–180.
  • Blaikie, N. (1993). Approaches to social enquiry (1st ed.). Cambridge, UK: Polity Press.
  • Blaikie, N. (2010). Designing social research: The logic of anticipation (2nd ed.). Cambridge, UK: Polity Press.
  • Boje, D. M. (2001). Narrative methods for organizational and communication research . Thousand Oaks, CA: SAGE.
  • Boje, D. M. (2008). Storytelling organizations . Thousand Oaks, CA: SAGE.
  • Boje, D. M. , Gephart, R. P., Jr. , & Thatchenkery, T. J. (Eds.). (1996). Postmodern management and organization theory . Thousand Oaks, CA: SAGE.
  • Boje, D. M. , & Saylors, R. (2014). Quantum storytelling: An ontological perspective on process. In F. Cooren , E. Vaara , A. Langley , & H. Tsoukas (Eds.), Language and communication at work: Discourse, narrativity, and organizing (pp. 197–217). Oxford, UK: Oxford University Press.
  • Buono, A. F. , & Savall, H. (Eds.). (2007). Socio-economic intervention in organizations: The intervener-researcher and the SEAM approach to organizational analysis . Charlotte, NC: Information Age.
  • Burrell, G. , & Morgan, G. (1979). Sociological paradigms and organisational analysis: Elements of the sociology of corporate life . London, UK: Heinemann.
  • Calás, M. B. (1987). Organizational science/fiction: The postmodern in the management disciplines (Unpublished doctoral dissertation). University of Massachusetts, Amherst.
  • Calás, M. B. , & Smircich, L. (1991). Voicing seduction to silence leadership. Organization Studies , 12 (4), 567–601.
  • Campbell, D. T. (1975). Degrees of freedom and the case study. Comparative Political Studies , 8 (2), 178–193.
  • Cicourel, A. V. (1980). Three models of discourse analysis: The role of social structure. Discourse Processes , 3 (2), 101–132.
  • Cole, R. E. (1985). The macropolitics of organizational change: A comparative analysis of the spread of small-group activities. Administrative Science Quarterly , 30 (4), 560–585.
  • Coulon, A. (1995). Ethnomethodology . Thousand Oaks, CA: SAGE.
  • Creswell, J. W. (2014). Research design: Qualitative, quantitative, and mixed methods approaches (4th ed.). Thousand Oaks, CA: SAGE.
  • Culler, J. (1982). On deconstruction: Theory and criticism after structuralism . Ithaca, NY: Cornell University Press.
  • Cummings, T. G. , & Worley, C. G. (2015). Organization development and change (10th ed.). Stamford, CT: Cengage Learning.
  • Cunliffe, A. L. (2010). Retelling tales of the field: In search of organizational ethnography 20 years on. Organizational Research Methods , 13 (2), 224–239.
  • Cunliffe, A. L. (2011). Crafting qualitative research: Morgan and Smircich 30 years on. Organizational Research Methods , 14 (4), 647–673.
  • Czarniawska, B. (1998). A narrative approach to organization studies . Thousand Oaks, CA: SAGE.
  • de Rond, M. , & Tuncalp, D. (2017). Where the wild things are: How dreams can help identify countertransference in organizational research. Organizational Research Methods , 20 (3), 413–437.
  • Denzin, N. K. , & Lincoln, Y. S. (1994). Introduction: Entering the field of qualitative research. In N. K. Denzin & Y. S. Lincoln (Eds.), Handbook of qualitative research (1st ed., pp. 1–7). Thousand Oaks, CA: SAGE.
  • Dunne, D. D. , & Dougherty, D. (2016). Abductive reasoning: How innovators navigate in the labyrinth of complex innovation. Organization Studies , 37 (2), 131–159.
  • Duriau, V. J. , Reger, R. K. , & Pfarrer, M. D. (2007). A content analysis of the content analysis literature in organization studies: Research themes, data sources, and methodological refinements. Organizational Research Methods , 10 (1), 5–34.
  • Dutton, J. E. , Workman, K. M. , & Hardin, A. E. (2014). Compassion at work. Annual Review of Organizational Psychology and Organizational Behavior , 1 (1), 277–304.
  • Easterby-Smith, M. , Thorpe, R. , & Jackson, P. (2012). Management research (4th ed.). Thousand Oaks, CA: SAGE.
  • Fairclough, N. (1992). Discourse and social change . Cambridge, UK: Polity Press.
  • Ganzin, M. , Gephart, R. P., Jr. , & Suddaby, R. (2014). Narrative and the construction of myths in organizations. In F. Cooren , E. Vaara , A. Langley , & H. Tsoukas (Eds.), Language and communication at work: Discourse, narrativity, and organizing (pp. 219–260). Oxford, UK: Oxford University Press.
  • Garfinkel, H. (1964). Studies of the routine grounds of everyday activities. Social Problems , 11 (3), 225–250.
  • Garfinkel, H. (1967). Studies in ethnomethodology . Englewood Cliffs, NJ: Prentice-Hall.
  • Gephart, R. P., Jr. (1978). Status degradation and organizational succession: An ethnomethodological approach. Administrative Science Quarterly , 23 (4), 553–581.
  • Gephart, R. P. (1986). Deconstructing the defense for quantification in social science: A content analysis of journal articles on the parametric strategy. Qualitative Sociology , 9 (2), 126–144.
  • Gephart, R. P., Jr. (1988). Ethnostatistics: Qualitative foundations for quantitative research . Thousand Oaks, CA: SAGE.
  • Gephart, R. P., Jr. (1993). The textual approach: Risk and blame in disaster sensemaking. Academy of Management Journal , 36 (6), 1465–1514.
  • Gephart, R. P., Jr. (1997). Hazardous measures: An interpretive textual analysis of quantitative sensemaking during crises. Journal of Organizational Behavior , 18 (S1), 583–622.
  • Gephart, R. P., Jr. (2004). From the editors: Qualitative research and the Academy of Management Journal . Academy of Management Journal , 47 (4), 454–462.
  • Gephart, R. P., Jr. (2013). Doing research with words: Qualitative methodologies and industrial/organizational psychology. In J. M. Cortina & R. S. Landis (Eds.), Modern research methods for the study of behavior in organizations (pp. 265–317). New York, NY: Routledge.
  • Gephart, R. P., Jr. (2016). Counter-narration with numbers: Understanding the interplay of words and numerals in fiscal storytelling. European Journal of Cross-Cultural Competence and Management , 4 (1), 21–40.
  • Gephart, R. P., Jr. (2018). Qualitative research as interpretive social science. In C. Cassell , A. L. Cunliffe , & G. Grandy (Eds.), The SAGE handbook of qualitative business and management research methods: History and traditions (pp. 33–53). Thousand Oaks, CA: SAGE.
  • Gephart, R. P., Jr. , & Kulicki, M. (2008). Environmental ethics and business: Toward a Habermasian perspective. In D. M. Boje (Ed.), Critical theory ethics for business and public administration (pp. 373–393). Charlotte, NC: Information Age.
  • Gephart, R. P., Jr. , & Pitter, R. (1995). Textual analysis in technology research: An investigation of the management of technology risk. Technology Studies , 2 (2), 325–354.
  • Gephart, R. P., Jr. , & Richardson, J. (2008). Qualitative research methodologies and international human resource management. In M. M. Harris (Ed.), Handbook of research in international human resource management (pp. 29–52). New York, NY: Erlbaum.
  • Gephart, R. P., Jr. , & Saylors, R. (2019). Ethnostatistics . In P. Atkinson , S. Delamont , A. Cernat , J. W. Sakshaug , & R. A. Williams (Eds.), SAGE research methods foundations . Thousand Oaks, CA: SAGE.
  • Gephart, R. P., Jr. , Topal, C. , & Zhang, Z. (2010). Future-oriented sensemaking: Temporalities and institutional legitimation. In T. Hernes & S. Maitlis (Eds.), Process, sensemaking, & organizing (pp. 275–311). Oxford, UK: Oxford University Press.
  • Gibbert, M. , & Ruigrok, W. (2010). The “what” and “how” of case study rigor: Three strategies based on published work. Organizational Research Methods , 13 (4), 710–737.
  • Gill, G. J. (2017). Dynamics of democratization: Elites, civil society and the transition process . New York, NY: Macmillan International Higher Education.
  • Gioia, D. A. , Corley, K. G. , & Hamilton, A. L. (2012). Seeking qualitative rigor in inductive research: Notes on the Gioia methodology. Organizational Research Methods , 16 (1), 15–31.
  • Glaser, B. G. , & Strauss, A. L. (1967). The discovery of grounded theory: Strategies for qualitative research . Chicago, IL: Aldine.
  • Goffman, E. (1961). Asylums: Essays on the social situation of mental patients and other inmates . New York, NY: Anchor Books.
  • Graham, L. (1995). On the line at Subaru-Isuzu: The Japanese model and the American worker . Ithaca, NY: Cornell University Press.
  • Greckhamer, T. , Misangyi, V. F. , Elms, H. , & Lacey, R. (2008). Using qualitative comparative analysis in strategic management research: An examination of combinations of industry, corporate, and business-unit effects. Organizational Research Methods , 11 (4), 695–726.
  • Greenwood, M. , Jack, G. , & Haylock, B. (2019). Toward a methodology for analyzing visual rhetoric in corporate reports. Organizational Research Methods , 22 (3), 798–827.
  • Habermas, J. (1973). Legitimation crisis ( T. McCarthy , Trans.). Frankfurt, Germany: Suhrkamp Verlag.
  • Habermas, J. (1979). Communication and the evolution of society ( T. McCarthy , Trans.). Boston, MA: Beacon Press.
  • Hansen, H. , & Trank, C. Q. (2016). This is going to hurt: Compassionate research methods. Organizational Research Methods , 19 (3), 352–375.
  • Hassard, J. (1993). Sociology and organization theory: Positivism, paradigms and postmodernity . Cambridge, UK: Cambridge University Press.
  • Hempel, C. (1966). Philosophy of natural science . Upper Saddle River, NJ: Prentice-Hall.
  • Hochschild, A. R. (1997). The time bind: When work becomes home and home becomes work . New York, NY: Metropolitan Books.
  • Hodder, I. (1994). The interpretation of documents and material culture. In N. K. Denzin & Y. S. Lincoln (Eds.), Handbook of qualitative research (1st ed., pp. 393–402). Thousand Oaks, CA: SAGE.
  • Holstein, J. A. , & Gubrium, J. F. (1995). The active interview . Thousand Oaks, CA: SAGE.
  • Jameson, F. (1991). Postmodernism, or, the cultural logic of late capitalism . Durham, NC: Duke University Press.
  • Kelle, U. (Ed.). (1995). Computer-aided qualitative data analysis: Theory, methods and practice . London, UK: SAGE.
  • Kilduff, M. (1993). Deconstructing organizations. Academy of Management Review , 18 (1), 13–31.
  • Kilduff, M. , & Oh, H. (2006). Deconstructing diffusion: An ethnostatistical examination of Medical Innovation network data reanalyses. Organizational Research Methods , 9 (4), 432–455.
  • Kirk, J. , & Miller, M. L. (1986). Reliability and validity in qualitative research . Beverly Hills, CA: SAGE.
  • Lalonde, C. (2019). The development of actionable knowledge in crisis management. In R. P. Gephart, Jr. , C. C. Miller , & K. Svedberg Helgesson (Eds.), The Routledge companion to risk, crisis and emergency management (pp. 431–446). New York, NY: Routledge.
  • LeBaron, C. , Jarzabkowski, P. , Pratt, M. G. , & Fetzer, G. (2018). An introduction to video methods in organizational research. Organizational Research Methods , 21 (2), 239–260.
  • Lee, T. W. , & Mitchell, T. R. (1994). An alternative approach: The unfolding model of voluntary employee turnover. Academy of Management Review , 19 (1), 51–89.
  • Lee, T. W. , Mitchell, T. R. , & Sablynski, C. J. (1999). Qualitative research in organizational and vocational psychology, 1979–1999. Journal of Vocational Behavior , 55 (2), 161–187.
  • Lee, T. W. , Mitchell, T. R. , Wise, L. , & Fireman, S. (1996). An unfolding model of voluntary employee turnover. Academy of Management Journal , 39 (1), 5–36.
  • Locke, K. (2001). Grounded theory in management research . Thousand Oaks, CA: SAGE.
  • Locke, K. (2002). The grounded theory approach to qualitative research. In F. Drasgow & N. Schmitt (Eds.), Measuring and analyzing behavior in organizations: Advances in measurement and data analysis (pp. 17–43). San Francisco, CA: Jossey-Bass.
  • Locke, K. , & Golden-Biddle, K. (2004). An introduction to qualitative research: Its potential for industrial and organizational psychology. In S. G. Rogelberg (Ed.), Handbook of research methods in industrial and organizational psychology (pp. 99–118). Oxford, UK: Blackwell.
  • Malterud, K. (2001). Qualitative research: Standards, challenges, and guidelines. The Lancet , 358 (9280), 483–488.
  • Maniha, J. , & Perrow, C. (1965). The reluctant organization and the aggressive environment. Administrative Science Quarterly , 10 (2), 238–257.
  • Martin, J. (1990). Deconstructing organizational taboos: The suppression of gender conflict in organizations. Organization Science , 1 (4), 339–359.
  • McCall, G. J. , & Simmons, J. L. (1969). (Eds.). Issues in participant observation: A text and reader . Reading, MA: Addison-Wesley.
  • McCloskey, H. J. (1984). Ecological ethics and politics .Lanham, MD: Rowman and Littlefield
  • McCloskey, D. N. (1985). The rhetoric of economics (1st ed.). Madison: University of Wisconsin Press.
  • McCracken, G. (1988). The long interview . Thousand Oaks, CA: SAGE.
  • McCurdy, D. , Spradley, J. , & Shandy, D. (2005). The cultural experience: Ethnography in complex society (2nd ed.). Long Grove, IL: Waveland Press.
  • McLeod, S. A. (2014, February 5). The interview research method . Simply Psychology.
  • Mills, A. J. , Durepos, G. , & Wiebe, E. (Eds.). (2010). Encyclopedia of case study research (Vol. 1). Thousand Oaks, CA: SAGE.
  • Morgan, D. L. (1997). Focus groups as qualitative research (2nd ed.). Thousand Oaks, CA: SAGE.
  • Morrow, R. A. (with Brown, D. D. ). (1994). Critical theory and methodology (1st ed.). Thousand Oaks, CA: SAGE.
  • Offe, C. (1984). Das Wachstum der Dienstleistungsarbeit: Vier soziologische Erklärungsansätze. In C. Offe (Ed.), Arbeitsgeselleschaft. Strukturprobleme und Zukunftsperspektiven (pp. 291–319). Frankfurt am Main, Germany: Campus Verlag.
  • Offe, C. (1985). New social movements: Challenging the boundaries of institutional politics. Social Research , 52 (4), 817–868.
  • Palmer, I. , Dunford, R. , & Buchanan, D. A. (2017). Managing organizational change: A multiple perspectives approach (3rd ed.). New York, NY: McGraw-Hill Education.
  • Perlow, L. A. (1997). Finding time: How corporations, individuals, and families can benefit from new work practices . Ithaca, NY: Cornell University Press.
  • Piekkari, R. , & Welch, C. (2012). Pluralism in international business and international management research: Making the case. In R. Piekkari & C. Welch (Eds.), Rethinking the case study in international business and management research (pp. 3–23). Cheltenham, UK: Edward Elgar.
  • Peirce, C. S. (1936). The Collected Papers . Eds. Charles Hartshorne and Paul Weiss . Cambridge M.A.: Harvard University Press.
  • Pollach, I. (2012). Taming textual data: The contribution of corpus linguistics to computer-aided text analysis. Organizational Research Methods , 15 (2), 263–287.
  • Poutanen, S. , & Kovalainen, A. (2010). Critical theory. In A. J. Mills , G. Durepos , & E. Wiebe (Eds.), Encyclopedia of case study research (Vol. 1, pp. 260–264). Thousand Oaks, CA: SAGE.
  • Pratt, M. G. (2009). For the lack of a boilerplate: Tips on writing up (and reviewing) qualitative research. Academy of Management Journal , 52 (5), 856–862.
  • Ray, J. L. , & Smith, A. D. (2012). Using photographs to research organizations: Evidence, considerations, and application in a field study. Organizational Research Methods , 15 (2), 288–315.
  • Richardson, J. , & McKenna, S. (2000). Metaphorical “types” and human resource management: Self-selecting expatriates. Industrial and Commercial Training , 32 (6), 209–218.
  • Rodriguez, N. , & Ryave, A. (2002). Systematic self-observation . Thousand Oaks, CA: SAGE.
  • Rodriguez, N. , Ryave, A. , & Tracewell, J. (1998). Withholding compliments in everyday life and the covert management of disaffiliation. Journal of Contemporary Ethnography , 27 (3), 323–345.
  • Rosenau, P. M. (1992). Post-modernism and the social sciences: Insights, inroads, and intrusions . Princeton, NJ: Princeton University Press.
  • Rosile, G. A. , Boje, D. M. , Carlon, D. M. , Downs, A. , & Saylors, R. (2013). Storytelling diamond: An antenarrative integration of the six facets of storytelling in organization research design. Organizational Research Methods , 16 (4), 557–580.
  • Roulet, T. J. , Gill, M. J. , Stenger, S. , & Gill, D. J. (2017). Reconsidering the value of covert research: The role of ambiguous consent in participant observation. Organizational Research Methods , 20 (3), 487–517.
  • Rynes, S. L. , Bretz, R. D. , & Gerhart, B. (1991). The importance of recruitment in job choice: A different way of looking. Personnel Psychology , 44 (3), 487–521.
  • Savall, H. (2007). ISEOR’s socio-economic method: A case of scientific consultancy. In A. F. Buono & H. Savall (Eds.), Socio-economic intervention in organizations: The intervener-researcher and the SEAM approach to organizational analysis (pp. 1–31). Charlotte, NC: Information Age.
  • Savall, H. , & Zardet, V. (2011). The qualimetrics approach: Observing the complex object . Charlotte, NC: Information Age.
  • Savall, H. , Zardet, V. , & Bonnet, M. (2008). Releasing the untapped potential of enterprises through socio-economic management . Geneva, Switzerland: International Labour Organization.
  • Saylors, R. , & Trafimow, D. (2020). Why the increasing use of complex causal models is a problem: On the danger sophisticated theoretical narratives pose to truth . Organizational Research Methods , 1094428119893452.
  • Schein, E. H. (1987). The clinical perspective in fieldwork . Thousand Oaks, CA: SAGE.
  • Schutz, A. (1973a). Common-sense and scientific interpretation of human action. In M. Natanson (Ed.), Collected papers, volume I: The problem of social reality (pp. 3–47). The Hague, The Netherlands: Martinus Nijhoff.
  • Schutz, A. (1973b). Concept and theory formation in the social sciences. In M. Natanson (Ed.), Collected papers, volume I: The problem of social reality (pp. 48–66). The Hague, The Netherlands: Martinus Nijhoff.
  • Silverman, D. (2014). Interpreting qualitative data (5th ed.). Thousand Oaks, CA: SAGE.
  • Smith, A. (2015). What grounded theory is . . . Organizational Research Methods , 18 (4), 578–580.
  • Sonpar, K. , & Golden-Biddle, K. (2008). Using content analysis to elaborate adolescent theories of organization. Organizational Research Methods , 11 (4), 795–814.
  • Spradley, J. P. (1979). The ethnographic interview . Belmont, CA: Wadsworth.
  • Spradley, J. P. (2016). Participant observation . Long Grove, IL: Waveland Press.
  • Stake, R. E. (2005). Qualitative case studies. In N. K. Denzin & Y. S. Lincoln (Eds.), The SAGE handbook of qualitative research (3rd ed., pp. 443–466). Thousand Oaks, CA: SAGE.
  • Su, N. (2018). Positivist qualitative methods. In C. Cassell , A. L. Cunliffe , & G. Grandy (Eds.), The SAGE handbook of qualitative business and management research methods: History and traditions (pp. 17–32). Thousand Oaks, CA: SAGE.
  • Van Maanen, J. (1973). Observations on the making of policemen. Human Organization , 32 (4), 407–418.
  • Van Maanen, J. (1981, March). Fieldwork on the beat: An informal introduction to organizational ethnography . Paper presented at the workshop on Innovations in Methodology for Organizational Research, Center for Creative Leadership, Greensboro, NC.
  • Van Maanen, J. (1988). Tales of the field: On writing ethnography . Chicago, IL: University of Chicago Press.
  • Van Maanen, J. (1998). Different strokes: Qualitative research on the Administrative Science Quarterly from 1956 to 1996. In J. Van Maanen (Ed.), Qualitative studies of organizations (pp. ix–xxxii). Thousand Oaks, CA: SAGE.
  • Van Maanen, J. (2010). A song for my supper: More tales of the field. Organizational Research Methods , 13 (2), 240–255.
  • Walsh, I. , Holton, J. A. , Bailyn, L. , Fernandez, W. , Levina, N. , & Glaser, B. (2015). What grounded theory is . . . A critically reflective conversation among scholars. Organizational Research Methods , 18 (4), 581–599.
  • Watson, T. J. (1994) . In search of management: Culture, chaos, and control in managerial work . London, UK: Routledge.
  • Weber, M. (1978). Economy and society: An outline of interpretive sociology . Berkeley: University of California Press.
  • Whittle, A. (2018). Ethnomethodology. In C. Cassell , A. L. Cunliffe , & G. Grandy (Eds.), The SAGE handbook of qualitative business and management research methods: History and traditions (pp. 217–232). Thousand Oaks, CA: SAGE.
  • Worley, C. G. , Zardet, V. , Bonnet, M. , & Savall, A. (2015). Becoming agile: How the SEAM approach to management builds adaptability . Hoboken, NJ: Jossey-Bass.
  • Yan, A. , & Gray, B. (1994). Bargaining power, management control, and performance in United States-China joint ventures: A comparative case study. Academy of Management Journal , 37 (6), 1478–1517.
  • Ybema, S. , Yanow, D. , Wels, H. , & Kamsteeg, F. (2009). Organizational ethnography: Studying the complexity of everyday life . Thousand Oaks, CA: SAGE.

1. The fourth logic is retroduction. This refers to the process of building hypothetical models of structures and mechanisms that are assumed to produce empirical phenomena. It is the primary logic used in the critical realist approach to scientific research (Avenier & Thomas, 2015 ; Bhaskar, 1978 ). Retroduction requires the use of inductive or abductive strategies to discover the mechanisms that explain regularities (Blaikie, 2010 , p. 87). There is no evident logic for discovering mechanisms and this requires disciplined scientific thinking aided by creative imagination, intuition, and guesswork (Blaikie, 2010 ). Retroduction is likr deduction in asking “what” questions and differs from abduction because it produces explanations rather than understanding, causes rather than reasons, and hypothetical conceptual mechanisms rather than descriptions of behavioral processes as outcomes. Retroduction is becoming important in the field but has not as yet been extensively used in management and organization studies (for examples of uses, see Avenier & Thomas, 2015 ); hence, we do not address it at length in this article.

Related Articles

  • Agency Theory in Business and Management Research
  • Assessing the State of Top Management Teams Research
  • Case Study Research: A State-of-the-Art Perspective
  • Advances in Team Creativity Research

Printed from Oxford Research Encyclopedias, Business and Management. Under the terms of the licence agreement, an individual user may print out a single article for personal use (for details see Privacy Policy and Legal Notice).

date: 07 May 2024

  • Cookie Policy
  • Privacy Policy
  • Legal Notice
  • Accessibility
  • [66.249.64.20|195.158.225.230]
  • 195.158.225.230

Character limit 500 /500

qualitative research about online business

Online Market Research

Online Qualitative Research Basics

What is online qualitative research.

In essence, online qualitative research is a digital research method that involves collecting the thoughts, opinions, attitudes and impressions that people give regarding products or services that they share with researchers — most commonly through live, virtual discussions. Qualitative research conducted through online conversations can involve focus groups, in-depth interviews (IDIs), self-directed journal entries, market research online communities (MROCs), self-captured surveys and other forms of qualitative feedback.

See our glossary of research terms for more information about qualitative research methods.  In a world of big, quantitative data that only captures actions and behaviors (the “what”), qualitative research and data is distinguished by its focus on the “why” of those actions and behaviors. Quantitative research has its place, as it can generate large scale, reliable insights regarding cause-and-effect relationships. Traditionally, insights teams have split this research, with 80% quantitative and 20% qualitative analysis. Times have changed, however, with researchers now conducting a 50/50 spli t on quantitative and qualitative research. While qualitative research methods have historically taken place in-person or via phone conversations, the online research approach offers many significant advantages in terms of saving time and resources compared to more traditional methods. For example, instead of spending time and money on recruitment, travel logistics and costs, online qualitative researchers can utilize virtual recruitment hubs and streamline workflows to complete projects in record time.

Online qualitative research also provides greater access and convenience for participants, researchers and even observers. Through online customer feedback sessions, researchers are now able to connect with people in more difficult-to-reach locations and during times that fit into their lifestyles better. By removing barriers to access respondents where they are, online qualitative research has become a great equalizer in terms of sourcing more diverse consumer voices. 

Many organizations, for example consumer packaged goods businesses, find that the ability to access a window into a consumer’s home and lifestyle provides a more intimate perspective o n buying motivations and decisions. This insight advantage can give critical context to researchers that can then benefit everything from R&D, concept and product development, packaging development, customer closeness, empathy and more.

The rise of online qualitative research platforms

Several persistent market research trends have contributed to the rise of online platforms for conducting sessions with consumers. Even before the global pandemic ushered in a digital transformation of the way people connected, worked and shopped, online market research tools were evolving to not only replicate in-person interactions, but to add more value to the respondent experience. 

Online qualitative research platforms for virtual customer feedback.

Like telehealth and online education, online market research plat forms provide a range of both live and asynchronous ways to connect with people. Leveraging a smart video, qualitative research platform like Discuss.io also automates workflows for everything from recruitment to scheduling, privacy and security compliance, to insight extraction, reporting and sharin g.

Online market research platforms have also evolved to feature AI-driven functions, such as Discuss.io’s Augmented Insights — a suite of tools like Sentiment Analysis and Theme Finder, that are driven by Natural Language Processing (NLP). As NLP expands to other languages beyond English and in primarily western markets, more agile technology, harnessing NLP, will evolve to serve researchers around the world.

Another effect that the global pandemic had on people is mobile phone use. In the US, mobile use increased by 31 minutes per adult on average after the pandemic, and nearly a third of all media time was spent on mobile devices.  For qualitative researchers looking to better understand mobile user experiences (UX), online research platforms such as Discuss.io offer mobile screen sharing functionality in order to truly see what the consumer sees in their consideration, comparison and purchasing stages. 

To see how Unilever leveraged the Discuss.io mobile screen share app to understand the user journey, in this case for shopping on Amazon and other e-commerce sites, view the video case study .

How to conduct online qualitative research now

As previously noted, a lot has changed in the past few years in terms of online adoption of qualitative research methods. With so many new platforms and applications to choose from, it can be difficult to navigate which options are best suited for insights, CX and UX teams — whether for in-house or agency researchers.     

Before beginning any online qualitative research project, it is critical to find a solution that meets the following criteria to stay competitive in an increasingly unpredictable business environment:

1. Make research agile

Traditional methods of qualitative research can no longer keep up with the dynamic nature of modern consumer demands. Leading insights teams take a cue from agile software development, looking at customer and user feedback as part of an iterative concept and product development process. Agile research methods imply that a customer feedback loop is baked in to the process, leveraging the voice of the consumer (VoC) to provide directional guidance. In addition, CX, UX, and insights teams cite their ability to include stakeholders in this process as among the most helpful parts of development and iteration.

Agile market research technologies offer the following benefits:

  • Enable short, iterative market research sprints
  • Provide a full suite of services (recruitment, moderation translation, etc.)
  • Tech that supports engaging sessions that captures ‘aha’ moments quickly and easily
  • Embedded analytics capabilities that cut the time to insights in half
  • Creation and sharing of experience highlight reels that enables more informed decisions quicker**Teams that use qualitative research platforms like Discuss.io to these ends often claim they reduce their time-to-market by as much as one full fiscal quarter as a result of features such as Augmented Insights, easily shareable highlight reels, a respondent management hub and other benefits.

2. Mind the gap in security

Privacy and security compliance isn’t just a concern for healthcare and financial sectors. While researchers that work in highly regulated, privacy-forward industries or countries must be mindful of such policies, managing hundreds if not thousands of people’s personally identifiable information (PII) online should be handled with great care no matter which sector a researcher is in.

As in-person qualitative research accelerated its migration online in the past few years, managing respondent data has become cumbersome — a patchwork of solutions across multiple databases can become unwieldy if not well organized. That is where online insights platforms have filled in the gap in handling PII.

Online qualitative researchers should look for a workhorse of an insights platform to streamline their respondent management workflow, with features that provide:

  • GDPR Compliance for handling Personally Identifiable Information (PII)
  • NDAs for pre-release products or services – especially helpful when product placement or pre-session homework is involved
  • Consent forms for pre-session work or in-session conversations to be used for marketing or promotional purposes

Discuss.io’s platform provides all of the above, more information can be found here .

3. Democratize insights

With online qualitative research, technology has advanced to enable the voice of the customer to really drive outcomes across an organization. Yet the voice of the consumer (VoC) is only powerful if it’s being heard across all levels of the business. 

Researchers should explore solutions that provide easily shareable video clips and highlight reels to bring their consumer research to life. Giving multiple stakeholders direct access to hearing people’s voices can validate hypotheses, illuminate key themes and sentiments, and inspire action to all members of an organization.

What’s more, when CX, UX and insights teams are pressed for time and running up against a tight deadline, a strong insights platform enables them to easily share a few highlights while larger projects are still underway, providing teasers or snackable insights to buy more time.

4. Make customer centricity a reality 

‘Customer centricity’ isn’t just a buzz term, it’s the only way that organizations win against their competitors. Leading global brands around the world have one simple thing in common: they are constantly moving the needle when it comes to understanding and catering to the needs of the customer. Data proves the importance of being close to customers and providing them strong experiences. Customer-centric organizations are able to:

  • Become more profitable – by 60%+ ( Deloitte and Touche )
  • Outperform competitors – by 85% in sales growth ( McKinsey )
  • Increase customer retention – over 80% of customers become brand loyalists ( Epsilon )

With traditional, in-person qualitative research, outdated processes can inhibit connections between customers and the broader team. Newer models of online qualitative research not only bridge the customer connection gap, but unlock further empathy for customers; their experiences and their insights.

Yet gaining true customer centricity requires new tools and frameworks in order to be successful. People experience platforms like Discuss.io are uniquely positioned to combine smart video feedback functionality with a supportive framework and system to enable access to customers to better inform decisions across all teams.

Customer expectations are increasing at exceptionally high rates across all businesses and sectors, while traditional qualitative processes are failing to keep pace with this change. Today’s customers expect customization and personalization, along with relevant products and content. That’s where online qualitative research is playing a critical role, breathing new life into big data and developing stronger connections between researchers and the people they hold online conversations with. 

Online qualitative research is custom-suited to today’s changing customer needs and agile development cycles. Speed and respondent access are intrinsic to the online qualitative research process, as is simplifying logistics and workflows for researchers. As qualitative research data collection is harnessed even more, R&D teams will innovate faster, marketing teams will produce ads and campaigns that resonate, eCommerce and tech teams will ensure amazing experiences by improving touch points, and organizations will uncover game-changing ideas.

To learn more about agile online qualitative research, read the ebook : “Principles of building a World-Class Agile Qualitative Research Program.” 

Sign Up for our Newsletter

Related articles.

qualitative research about online business

Qualitative Research Platforms: Top 8 Features and Considerations for Choosing the Right Partner

Insights for Selecting the Right Vendor to Drive Your Research Initiatives In the realm of market…

Top 4 Must-Haves of an All-in-One Qualitative Research Platform

Top 4 Must-Haves of an All-in-One Qualitative Research Platform

Conduct human-centric qualitative market research at scale in a single, multifunctional platform In the ever-evolving landscape…

qualitative research about online business

Advantages of Comprehensive Qualitative Studies for In-Depth Understanding

Qualitative studies offer a rich, detailed view into people’s experiences and perceptions. It’s like unveiling a…

  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • QuestionPro

survey software icon

  • Solutions Industries Gaming Automotive Sports and events Education Government Travel & Hospitality Financial Services Healthcare Cannabis Technology Use Case NPS+ Communities Audience Contactless surveys Mobile LivePolls Member Experience GDPR Positive People Science 360 Feedback Surveys
  • Resources Blog eBooks Survey Templates Case Studies Training Help center

qualitative research about online business

Home Market Research

Top 8 Online Qualitative Research Tools for Business Success

Online Qualitative Research Tools

Have you ever wondered how businesses truly understand their customers beyond the numbers and statistics? The answer lies in online qualitative research tools, the storytellers of the business world.

When it comes to understanding the world around us, numbers don’t always tell the whole story. That’s where qualitative research tools step in. These tools are the guiding lights for researchers, instrumental in collecting, analyzing, and interpreting non-numerical data.

It is like having a conversation to understand what someone thinks or feels truly. It moves beyond numbers, focusing on words and experiences to reveal the rich and interesting parts of life.

In this blog, we will explore the top 8 qualitative research tools that will help you to analyze your qualitative data in the best way.

What is Qualitative Research?

Qualitative research is a way of learning about customers and their stories. Instead of using numbers, like counting or measuring, it focuses on words and experiences. It’s like having a conversation to really understand what a customer thinks or feels. 

This kind of research helps us see the rich and interesting parts of life that can’t be captured by just looking at numbers. This approach involves various online qualitative research methods such as interviews, online focus groups, observations, and content analysis. These methods explore the depth of user experiences, providing an excellent understanding beyond numerical data.

What are Qualitative Research Tools?

Qualitative research tools are instruments or methods used to collect, analyze, and interpret non-numerical data in qualitative research. These tools help researchers explore and understand the richness and complexities of human experiences, behaviors, and social phenomena.

These tools are chosen based on the research objectives, the nature of the data, and the preferred methods for gathering and analyzing qualitative information. Researchers often use a combination of these tools to gain a comprehensive understanding of the subject under investigation.

Why Do You Need Qualitative Research Tools?

Qualitative research tools play a crucial role in gaining deeper insights into human experiences, behaviors, and social phenomena. Here’s why you need qualitative research tools:

Diving into the Details

Quantitative research might tell you how many people like a new gadget, but it won’t reveal why. Qualitative research tools, like interviews and an online focus group. It allows researchers to dive deep into the details. It’s like turning on a spotlight in a dim room, illuminating the ‘whys’ and ‘hows’ behind people’s thoughts and actions.

Getting Personal

Numbers can be cold and impersonal. These tools bring warmth to the process by engaging directly with people. Through methods like interviews, researchers create a space for participants to share their unique perspectives. It provides a personal touch to the data.

Context is Key

Imagine trying to understand a joke without knowing the context – it just wouldn’t make sense. Qualitative tools emphasize the importance of context. Whether through observations or participant diaries, these tools help researchers study people in their natural settings, capturing the context that shapes their experiences.

Flexibility in Exploration

Life is complex and ever-changing, and so is qualitative analysis. These tools offer flexibility, allowing researchers to adapt their approach as they learn more. It’s like adjusting the sails on a ship to navigate through uncharted waters. It ensures the research stays relevant and insightful.

Making Sense of the Story

Life is a story, and qualitative research tools help researchers read between the lines. Techniques like coding and thematic analysis help make sense of the narrative. It identifies patterns and themes that might be easily overlooked with purely quantitative methods.

Turning Data into Insights

These tools aren’t just about collecting data; they’re about turning that data into meaningful insights. By employing structured methods, researchers enhance the validity and reliability of their findings. It ensures that the conclusions drawn are robust and trustworthy.

Features of A Good Qualitative Research Software

Having the right tools is like having a trustworthy guide on a journey. When it comes to software, there are certain features that make the exploration of data smoother and more insightful. Here, let’s unravel the key features of good qualitative data analysis software, making your research journey more efficient and enjoyable.

User-Friendly Interface

A user-friendly interface makes navigation smooth, allowing researchers to focus on their study rather than getting lost in a complex tool. Simple menus, clear icons, and intuitive design are the markers of user-friendly software.

Data Organization and Management

Like folders keep your documents tidy, good qualitative research software helps organize and manage your data effectively. It should offer features like easy categorization, tagging, and sorting, making it a breeze to locate specific information within your sea of data.

Powerful Search Capabilities

Imagine trying to find a needle in a haystack without a magnet. Similarly, good qualitative research software should provide powerful search capabilities. Researchers should be able to quickly locate specific keywords, phrases, or themes, saving time and effort.

Support for Various Data Types

It involves diverse data types – from text and audio to images and videos. Good software should be versatile, supporting multiple data formats. This ensures that no matter what type of data you gather, the software can handle and analyze it effectively.

Coding and Analysis Tools

Coding is like decoding a secret message within your data. Good qualitative research software provides robust coding and analysis tools. Researchers should be able to apply codes to segments of data, identify patterns, and extract meaningful insights, making the analysis process more systematic and efficient.

Collaboration Features

Research is often a team effort, and collaboration is key. Good software should facilitate collaboration among researchers, allowing them to work on the same project seamlessly. Features like shared access, comments, and version control contribute to a smoother collaborative experience.

Compatibility and Integration

A good qualitative research software plays well with others. It should be compatible with various operating systems and integrate smoothly with other tools commonly used in the research process. This ensures a seamless workflow without unnecessary hurdles.

Top 8 Online Qualitative Research Tools

Whether you’re a seasoned researcher or just dipping your toes into the world of online qualitative research, these top eight tools are here to guide you through the digital landscape.

01. QuestionPro

QuestionPro is more than just surveys. It’s a comprehensive platform for creating both qualitative and quantitative research needs. From versatile survey design to real-time analytics, QuestionPro has your research journey covered.

Best Features:

  • Coding and Analysis: Robust coding features for in-depth analysis.
  • Interactive Reporting: Visualize data through charts and graphs.
  • Sentiment Analysis: Understand participant sentiments in responses.
  • Mixed-Methods Analysis: Supports both qualitative and quantitative data analysis.
  • Real-time Analytics: Obtain instant insights with live tracking.
  • Easy to use, even for beginners.
  • Versatile survey options for qualitative research.
  • Affordable pricing plans.
  • Robust analytics and reporting features.
  • Good customer support.
  • Pricing may be higher for some users.

NVivo is a qualitative data analysis powerhouse. It organizes, analyzes, and extracts insights from diverse data sources. It makes it a go-to choice for researchers delving deep into qualitative exploration.

  • Visualization Tools: Create visual models to understand complex relationships.
  • Team Collaboration: Collaborate with team members in real-time.
  • Coding and Analysis : Robust coding features for in-depth analysis .
  • Powerful and comprehensive data analysis capabilities.
  • Extensive training resources are available.
  • Excellent customer support.
  • Regular updates and improvements.
  • Compatibility issues with certain file types.

03. Qualtrics

Qualtrics is a versatile online survey and market research tool used for quantitative and qualitative research needs. Automated analysis and multimedia integration make it a one-stop shop for researchers.

  • Survey Building: Easily create surveys with a drag-and-drop interface.
  • Automated Analysis: Advanced analytics tools for insightful results.
  • Multimedia Integration: Include various media types in your surveys.
  • Panel Management: Access a diverse panel of participants for research.
  • Real-time Reporting: Track responses and insights in real-time.
  • Versatility in survey design.
  • Extensive customization options.
  • Robust security measures.
  • Active community and support resources.
  • Advanced features may require training.

04. Thematic

Thematic stands out with its AI-driven analysis tools. It helps researchers uncover patterns and sentiments within qualitative data. It’s an efficient and cost-effective choice for those embracing automation.

  • Automated Coding: AI-driven coding for efficiency.
  • Interactive Visualization: Visual representation of themes and patterns.
  • Collaboration Features: Share findings and collaborate with team members.
  • Efficient Data Processing: Speeds up the data analysis process.
  • Quick and efficient analysis with AI capabilities.
  • No need for extensive coding knowledge.
  • Real-time collaboration features.
  • Cost-effective compared to some alternatives.
  • Limited customization options.

05. FocusVision

FocusVision offers a comprehensive suite of online qualitative research tools, including live video interviews, discussion boards, and advanced analytics. It’s a solution for researchers looking for diverse qualitative methods.

  • Live Video Interviews: Conduct real-time video interviews.
  • Discussion Boards: Facilitate asynchronous discussions.
  • Survey Integration: Combine quantitative and qualitative methods.
  • Participant Engagement: Tools to keep participants engaged.
  • Comprehensive suite for various online methods.
  • Engaging and interactive tools.
  • Real-time collaboration with participants.
  • Limited customization in discussion boards.

06. Discuss.io

Discuss.io specializes in video interviews and qualitative discussions with participants worldwide. It’s a global platform for qualitative insights with features like live interviews, translation services, and real-time collaboration.

  • Live Video Interviews: Conduct one-on-one or group interviews.
  • Translation Services: Supports interviews in multiple languages.
  • Screen Sharing: Participants can share screens for more interactive discussions.
  • Real-time Collaboration: Collaborate with team members during interviews.
  • Advanced tools for efficient analysis.
  • Secure and compliant with privacy regulations.
  • Some users report occasional platform glitches.

Delve is a qualitative research platform emphasizing collaboration, data synthesis, and insights generation. It’s designed for teams working together to derive meaningful insights from qualitative data.

  • Project Collaboration: Facilitates collaboration among team members.
  • Data Synthesis: Gathers and synthesizes data from various sources.
  • Visualization Tools: Create visual representations of data.
  • Centralized Data Repository: All data is stored in one accessible location.
  • Streamlined collaboration for research teams.

08. ATLAS.ti

ATLAS.ti is a robust qualitative research tool that focuses on data management, coding, and analysis. It provides a structured environment for researchers to navigate and analyze qualitative data.

  • Powerful Coding Tools: Robust tools for coding and analysis.
  • Data Visualization: Visual representations of coded data.
  • Mixed-Methods Support: Suitable for both qualitative and quantitative data.
  • Limited in-built survey capabilities.
  • Large datasets may slow down performance.

Why Choose QuestionPro as the best online qualitative research tool?

Choosing the best online qualitative research tool involves considering a range of factors that align with your specific research needs. QuestionPro stands out among its peers for several compelling reasons, making it a strong choice for researchers:

Versatile Survey Options for Varied Needs

Your research questions are unique, and QuestionPro gets that. Choose from a range of survey options, tailor-made for both qualitative and quantitative needs. It’s about flexibility that aligns with your research goals.

Responsive Support When You Need It

Stuck in a research roadblock? QuestionPro has your back with responsive customer support. Get the help you need when you need it, ensuring that your research journey stays smooth.

Robust Analytics for Insightful Interpretations

Your data deserves more than a glance. With QuestionPro, dive deep into your qualitative data using advanced analytics and reporting features. It’s about extracting meaningful insights that go beyond the surface.

Affordable Plans for Every Budget

Research doesn’t have to break the bank. QuestionPro offers pricing plans that create various budgets, ensuring that research is accessible to all, be it a seasoned researcher or a student on a tight budget.

Visual Storytelling with Interactive Reporting

Numbers and text can only say so much. QuestionPro stands out with interactive reporting features that turn your qualitative data into engaging charts and graphs, helping you tell a compelling visual story.

Versatility That Speaks Your Language

QuestionPro goes beyond the usual survey tools. It’s designed for the unique demands of this research, allowing you to create surveys that dive deep into participant experiences.

The blog has explored the top eight online qualitative research tools, each offering unique features to enhance the analytical process. The importance of these tools lies in their ability to bring a personal touch to the research process.

Out of all the choices, QuestionPro stands out as a great option. It offers different types of surveys, helpful customer support, powerful data analysis, budget-friendly plans, and features that make reports interactive. 

QuestionPro platform is versatile, which means it understands what researchers need, especially in qualitative research. So, contact QuestionPro if you are thinking of conducting qualitative research for your business!

LEARN MORE         FREE TRIAL

MORE LIKE THIS

employee engagement software

Top 20 Employee Engagement Software Solutions

May 3, 2024

customer experience software

15 Best Customer Experience Software of 2024

May 2, 2024

Journey Orchestration Platforms

Journey Orchestration Platforms: Top 11 Platforms in 2024

employee pulse survey tools

Top 12 Employee Pulse Survey Tools Unlocking Insights in 2024

May 1, 2024

Other categories

  • Academic Research
  • Artificial Intelligence
  • Assessments
  • Brand Awareness
  • Case Studies
  • Communities
  • Consumer Insights
  • Customer effort score
  • Customer Engagement
  • Customer Experience
  • Customer Loyalty
  • Customer Research
  • Customer Satisfaction
  • Employee Benefits
  • Employee Engagement
  • Employee Retention
  • Friday Five
  • General Data Protection Regulation
  • Insights Hub
  • Life@QuestionPro
  • Market Research
  • Mobile diaries
  • Mobile Surveys
  • New Features
  • Online Communities
  • Question Types
  • Questionnaire
  • QuestionPro Products
  • Release Notes
  • Research Tools and Apps
  • Revenue at Risk
  • Survey Templates
  • Training Tips
  • Uncategorized
  • Video Learning Series
  • What’s Coming Up
  • Workforce Intelligence
  • Technical Support
  • Find My Rep

You are here

Qualitative Research Methods for Business Students

Qualitative Research Methods for Business Students A Global Approach

  • Kingsley O. Omeihe - University of Aberdeen, UK
  • Christian Harrison - University of Bolton, UK
  • Description

Qualitative Research Methods for Business Students: A Global Approach  provides a practical and accessible overview of qualitative research methods and their philosophical underpinnings. The textbook will empower you with the knowledge and skills needed to navigate the dynamic landscape of qualitative research.  

Key features include:

  • Case Studies which showcase how qualitative research has been instrumental in shaping business decisions and strategies.
  • Exercises and Activities that give you the opportunity to apply your learning.

Suitable for undergraduate and postgraduate students interested in using qualitative methods in their research project or dissertation.

Dr Kingsley O. Omeihe  is an Associate Professor for Marketing and Small Business at the University of the West of Scotland

Prof Christian Harrison  is a Professor of Leadership and Enterprise at the University of Bolton.

See what’s new to this edition by selecting the Features tab on this page. Should you need additional information or have questions regarding the HEOA information provided for this title, including what is new to this edition, please email [email protected] . Please include your name, contact information, and the name of the title for which you would like more information. For information on the HEOA, please go to http://ed.gov/policy/highered/leg/hea08/index.html .

For assistance with your order: Please email us at [email protected] or connect with your SAGE representative.

SAGE 2455 Teller Road Thousand Oaks, CA 91320 www.sagepub.com

Supplements

Preview this book, for instructors, select a purchasing option, related products.

Qualitative Research in Business and Management

IMAGES

  1. Types Of Qualitative Research Design With Examples

    qualitative research about online business

  2. Qualitative Research

    qualitative research about online business

  3. Understanding Qualitative Research: An In-Depth Study Guide

    qualitative research about online business

  4. Qualitative Research: Definition, Types, Methods and Examples

    qualitative research about online business

  5. 5 Qualitative Research Methods Every UX Researcher Should Know [+ Examples]

    qualitative research about online business

  6. Quantitative and Qualitative research: Everything You Need to Know

    qualitative research about online business

VIDEO

  1. Online Qualitative Research

  2. How To Start An Online Business: A Simple Breakdown of the Step-by-Step Process

  3. Understanding Quantitative and Qualitative Research Method

  4. Qualitative and quantitative research part 2

  5. Quantitative and Qualitative research in research psychology

  6. Ethical Online Interview Research

COMMENTS

  1. (PDF) Online Sellers' Lived Experiences and Challenges: A Qualitative

    Moreover, three major. conclusions emerged from this study's findings: (1) online sellers faced psychological and physical difficulties. in managing their online business during the pandemic, (2 ...

  2. Conducting Qualitative Research Online: Challenges and Solutions

    The increasing centrality of online environments to everyday life is driving traditional qualitative research methods to online environments and generating new qualitative research methods that respond to the particularities of online worlds. With strong design principles and attention to ethical, technical and social challenges, online methods ...

  3. Case Study Method: A Step-by-Step Guide for Business Researchers

    Case study method is the most widely used method in academia for researchers interested in qualitative research (Baskarada, 2014).Research students select the case study as a method without understanding array of factors that can affect the outcome of their research.

  4. It's More Complicated Than It Seems: Virtual Qualitative Research in

    COVID-19 has necessitated innovation in many parts of our lives—and qualitative research is no exception. Interviews are often the cornerstone of qualitative research and, historically, conducting them in person has been considered the "gold standard" (Novick, 2008; Opdenakker, 2006; Sy et al., 2020).Yet, in the COVID-19 era, in-person data collection—for semi-structured interviews ...

  5. Online Qualitative Research: What it is + How to Conduct It?

    Qualitative Research: Objective: Explores subjective experiences, meanings, and interpretations. It aims for an in-depth understanding of social phenomena. Data Type: This research involves non-numerical data, such as text, audio, and images. Emphasizes open-ended and flexible data collection.

  6. Qualitative Research in Business and Management

    Qualitative Research in Business and Management is an accessible and well-structured introduction in qualitative research. Myers clearly explains the main concepts and principles of qualitative research, illustrating them with recent examples from top journals. Being concise and comprehensive, I consider this the best textbook in the field.

  7. PDF Conducting Qualitative Research Online: Challenges and Solutions

    Conduct evaluation, and research online qualitative research Consider including questions about the use of the technology and online platform in post‐research evalua‐ tions; feedback can not only be used to refine design and processes in future research but can also support methodo‐ logical research.

  8. The Power of Online Qualitative Research: A Boon for Businesses

    Introduction:In the ever-evolving landscape of business, staying ahead of the competition requires adaptability and an acute understanding of consumer behavior. As businesses strive to enhance their products and services, the importance of research cannot be overstated. Traditional methods of qualitative research have been effective, but the digital age has ushered in a new era with online ...

  9. Doing Qualitative Research Online

    This book will give you the foundation you need to confidently design and conduct a project using internet methods. First providing an overview of online qualitative research, it then provides how-to guidance for studying the ways we use diverse technologies to communicate with words and images. It covers a well-established methods, from ...

  10. Qualitative Designs and Methodologies for Business, Management, and

    But qualitative research is not a rule-governed process and "no one knows" the rules to write memorable and publishable qualitative research (Van Maanen, 1998, p. xxv). Thus qualitative research "is anything but standardized, or, more tellingly, impersonal" (p. xi). Design is emergent and is often created as it is being done.

  11. Online Qualitative Research in 2022

    In essence, online qualitative research is a digital research method that involves collecting the thoughts, opinions, attitudes and impressions that people give regarding products or services that they share with researchers — most commonly through live, virtual discussions. Qualitative research conducted through online conversations can ...

  12. Qualitative Methods in Business Research

    Second Edition. This pragmatic, applied textbook showcases the potential and impact of qualitative research in business and management. Using case studies and a global approach it provides you with an overview of the philosophies, methodologies and methods you will need to research in this field. Demystifying the whole process, it walks you ...

  13. What Is Qualitative Research?

    Qualitative research involves collecting and analyzing non-numerical data (e.g., text, video, or audio) to understand concepts, opinions, or experiences. It can be used to gather in-depth insights into a problem or generate new ideas for research. Qualitative research is the opposite of quantitative research, which involves collecting and ...

  14. Planning Qualitative Research: Design and Decision Making for New

    While many books and articles guide various qualitative research methods and analyses, there is currently no concise resource that explains and differentiates among the most common qualitative approaches. We believe novice qualitative researchers, students planning the design of a qualitative study or taking an introductory qualitative research course, and faculty teaching such courses can ...

  15. Qualitative Research in Business and Management

    Qualitative Research in Business and Management is an accessible and well-structured introduction in qualitative research. Myers clearly explains the main concepts and principles of qualitative research, illustrating them with recent examples from top journals. Being concise and comprehensive, I consider this the best textbook in the field.

  16. The Definitive Guide to Online Qualitative Research

    The qualitative research analysis is often inductive where the research builds theories, concepts and summary descriptions of the data gathered. The analysis often involves the categorization of data into patterns. Video or audio data may be transcribed to text to allow for easier analysis, searching and categorization of data.

  17. Qualitative Research Methods Course by University of Amsterdam

    Qualitative Research Methods. This course is part of Methods and Statistics in Social Sciences Specialization. Taught in English. 22 languages available. Some content may not be translated. Instructor: Gerben Moerman. Enroll for Free. Starts May 1. Financial aid available.

  18. Conducting Qualitative Research Online: Challenges and Solutions

    The increasing centrality of online environments to everyday life is driving traditional qualitative research methods to online environments and generating new qualitative research methods that respond to the particularities of online worlds. With strong design principles and attention to ethical, technical and social challenges, online methods ...

  19. Top 8 Online Qualitative Research Tools for Business Success

    03. Qualtrics. Qualtrics is a versatile online survey and market research tool used for quantitative and qualitative research needs. Automated analysis and multimedia integration make it a one-stop shop for researchers. Best Features: Survey Building: Easily create surveys with a drag-and-drop interface.

  20. General Considerations for Conducting Online Qualitative Research and

    Traditionally face-to-face interview methods have been used to generate qualitative interview data (Creswell, 2013).However, with the catalyst of the global pandemic (COVID-19), more researchers are being forced to utilize online data collection methods due to social distancing regulations (Lobe et al., 2020).This option is especially important within disability research, as people with ...

  21. Qualitative Research Methods for Business Students

    The textbook will empower you with the knowledge and skills needed to navigate the dynamic landscape of qualitative research. Key features include: Case Studies which showcase how qualitative research has been instrumental in shaping business decisions and strategies. Exercises and Activities that give you the opportunity to apply your learning.

  22. Key Features of Online Focus Group Platforms for Business

    Choosing the right online focus group platform is crucial for qualitative research in business development. Look for user-friendly design, technical reliability, data security, interactive tools ...

  23. Best Qualitative Research Methods Courses Online with Certificates

    In business, you can use qualitative research to develop marketing strategies and perform product testing. You might work for focus group companies, as part of a team within a business or scientific/medical practice, or on your own as a consultant. ... Online Qualitative Research Methods courses offer a convenient and flexible way to enhance ...