Total systems intervention and human inquiry: The search for a common ground

Total Systems Intervention (TSI) is an approach to intervening in problem situations which has much to offer where complex interacting issues need to be addressed by the complementary use of intervention methodologies. That such an approach has much in common with Action Research (AR) has been recognized, with much recent effort being devoted to the relationship between AR and Critical Systems Thinking (CST), the theoretical endeavor underpinning TSI. This paper further develops this line of debate and relates AR or Human Inquiry (HI) more directly to TSI, using an information systems intervention to enhance the study. The outcome is a demonstration of how TSI implicitly uses techniques informed from the field of Action Research, and how a more thorough synthesis of HI with TSI might serve to improve the overall intervention process.     

Emancipation and truth in critical systems methodologies

This paper deals with the need for stakeholders to participate actively in organizations, so that systems methodologies can be applied in a critical fashion with the objective of arousing the emancipatory interest. It discusses the meaning of emancipation in the labor movement tradition and the emergence of the apathy of working people toward it. Critical Systems Thinking is obliged to face this apathy in its attempt to motivate the emancipatory interest.     

Critical Systems Thinking and “new social movements”: A perspective from the theory of communicative action

The purpose of this paper is to review recent developments in critical theory on the political function of the public sphere and the emancipatory potential of new social movements. This work is shown to be relevant to systemic decisions made under conditions of public conflict. Normative models for the self-understanding of actors engaged in self-limiting emancipatory struggles in modern societies are reviewed and related to the concerns of Critical Systems Thinking.     

Developing the methodology of TSI: From the oblique use of methods to creative design

During the last 13 years, a dialogue has been conducted in the Critical Systems literature on the subject of choice betwen methods. However, in the late 1980s and early 1990s, researchers went in two separate directions. One direction involved an exploration of the “creative design of methods.” This is when the problem situation is understood in terms of a series of systemically interrelated research questions, each of which might need to be addressed using a different method, or part of a method. A synthesis is generated that allows each individual research question to be addressed as part of a whole system of questions. The other research direction involved the development of “Total Systems Intervention” (TSI), a meta-methodology that, amongst other things, encourages the creative exploration of the problem situation prior to the choice of methods. One of the latest innovations in TSI is a theory of the “oblique” use of methods. This is the use of methods for purposes other than those they were originally designed for. However, it is argued here that all the case studies that have been subject to an “oblique” interpretation can be better explained if they are seen as examples of the creative design of methods. We can therefore bring together the two strands of research that have hitherto been pursued separately in the Critical Systems literature. it is suggested that TSI can be enhanced by an understanding of the creative design of methods because the latter allows us to explain the purposive, flexible, and responsive way in which TSI is most successfully used in practice.     

Enhancing the process of methodology choice in total systems intervention (TSI) and improving chances of tackling coercion

The process of Choice in TSI is reexamined in this paper. Previously, methods² have been understood to have a given and immediate purpose and are employed when this is judged to be most suitable in the circumstances. In this paper we suggest that methods can be operated in ways that meet purposes not provided by their founding theoretical underpinnings. We develop this argument by pointing to cases where cybernetic or soft methods are driven by purposes and principles given to emancipatory methodology—in a quest to address more effectively issues of coercion. This may be necessary when explicit and direct employment of emancipatory methodology is not sensitive enough to political dynamics, where certain people may feel overly threatened by its language and consequently feel the need to subvert its use. We develop a defence for thisoblique use of cybernetic and soft methods in coercive contexts, and extend the argument to suggest that all methods can be employed in such a way.     

The road to emancipation is through organizational development: A critical evaluation of total systems intervention

Total Systems Intervention (TSI) has been claimed to be the practical face of critical systems thinking. This article reviews the central principles of TSI, describes its theoretical base, and outlines its logic. It is argued that, far from being the way forward for management science, as its supporters claim, TSI is beset by logical and conceptual problems which render its use problematic. More specifically, TSI appears to confuse logical types; its use of metaphors tends to be circular and unnecessary; and its avowed complementarism is insufficiently thought out. It is also argued that TSI is only contingently linked to critical systems thinking and that the latter's assumptions are not followed through in practice. TSI, in the final analysis, appears to be relying on commonsense, eclectically drawing on other problem-solving methods, but in itself unable to present a distinctively new, theoretically sound, and methodologically consistent approach.     

Rationalization of Metaphorical Exploration: Improving the Creativity Phase of Total Systems Intervention (TSI) on the Basis of Theory and Practice

Metaphors play a significant role in the creativity phase of Total Systems Intervention (TSI). They help managers and other stakeholders to think creatively about their organizations and to highlight their organizational problems. However, in the current form of the creativity phase of TSI there are no explicit criteria in the selection of metaphors or in the disclosure and prioritization of organizational issues. This paper seeks to open a dialog with management consultants who might be interested in the consulting meta-methodology called TSI. It proposes the creativity phase of TSI to management consultants along with the theoretical improvements, as well as the context-dependent and conditional practical innovations. It emphasizes my reflections about the potential of this stage in the appreciation of organizational problems and invites new modifications. To reach this aim, the paper initially gives a brief account of the creativity phase of TSI, deals with its shortcomings, highlights its theoretical improvements and empirical findings in the PALMEK manufacturing company, Turkey, and then rationalizes this phase through proposing an appropriate method for its implementation. This method, on the whole, facilitates systematic and comprehensive analyses of problem situations, characterization of organizational issues, and disclosure and prioritization of concealed organizational problems in a structured and democratic conversational setting.     

Total systems intervention: A practical face to critical systems thinking

This is the first exposition of a new methodology (or perhaps meta-methodology) for systems practice known as Total Systems Intervention (TSI). Designed to overcome the weaknesses of hard, cybernetic, and soft systems approaches and build on their strengths, TSI represents a practical face of critical systems thinking. It advocates combining three building blocks-systems metaphors, system of systems methodologies, and individual systems methodologies—in an interactive manner which is deemed to be particularly powerful and fruitful. In this paper the philosophy, principles, and phases of the TSI methodology are set out and two very different examples of its use are provided.     

Action Research for Emancipation Informed by Habermas and Hierarchy of Systems: Case Study on Environmental Education and Management of Water Resources in Brazil

Technology is used in order to emancipate. Emancipation for social and environmental justice ought to shape the way technology is designed and used. The relationships across action research, action research spiral, and the General Systems Theory was investigated. The case study refers to environmental education activities as part of a participative management approach to water resources on the Hydrographic Basin of the Upper Maranhão River (Brazil). By introducing action research spiral as a search of rationality in social practices, and describing the nature of lower and higher hierarchical level in General Systems Theory, the higher hierarchical level was associated with Habermasian emancipatory interest, whereas lower hierarchic levels were associated with the specific instrumental concern. To conclude, it is said that the articulation between action research spiral and General System Theory can be the means to strengthen the dialectical potential of the action research spiral in order to achieve both individual and collective empowerment.     

Developing total systems intervention (TSI): The critical review mode

Total systems intervention (TSI) is a meta-methodology which interprets and brings into action a range of problem solving methodologies, viewing problem solving as a process of intervention where practitioners can learn about and manage complex interacting issues. When first presented, TSI was the framework that evolved from one of many possible operationalisations of critical systems thinking. From these beginnings, TSI (as one practical implementation of the principles of CST) now continues its development into a methodology for use by problem solvers in all situations, not just the organisational-enterprise setting. This paper presents a detailed operationalisation of the critical review mode, the framework of which may also be of use in the operationalisation of the other modes in TSI.     

Intersections of Critical Systems Thinking and Community Based Participatory Research: A Learning Organization Example with the Autistic Community

Critical systems thinking (CST) and community based participatory research (CBPR) are distinct approaches to inquiry which share a primary commitment to holism and human emancipation, as well as common grounding in critical theory and emancipatory and pragmatic philosophy. This paper explores their intersections and complements on a historical, philosophical, and theoretical level, and then proposes a hybrid approach achieved by applying CBPR’s principles and considerations for operationalizing emancipatory practice to traditional systems thinking frameworks and practices. This hybrid approach is illustrated in practice with examples drawn from of the implementation of the learning organization model in an action research setting with the Autistic community. Our experience of being able to actively attend to, and continuously equalize, power relations within an organizational framework that otherwise has great potential for reinforcing power inequity suggests CBPR’s principles and considerations for operationalizing emancipatory practice could be useful in CST settings, and CST’s vocabulary, methods, and clarity around systems thinking concepts could be valuable to CBPR practitioners.     

Negotiation,Management, and Systems Thinking

The mutual apartness of negotiation, management, and systems thinking and practice is highlighted, and a reflection on a systemic view of negotiation is presented. An overview of negotiation studies is given, as well as practical comments on the pursuit of win-win to achieve the general satisfaction of the parties and lasting relationships; the importance of everybody's participation; different views and facets of negotiation and of conflict; the basic variables of power, time, and information; and the basic points for a methodic negotiation process. Some aspects of negotiation have been selected from the management literature. Systems approaches that could contribute to negotiation and benefit from its findings are recalled, integrated into TSI/ LSI, which seems to offer a conceptual and procedural guide to a systemic view of negotiation as a wheel for management, as suggested in the final section.     

Social Systems Design as a Vehicle Towards Local Public e-Services for and by Citizens

The need for increased user participation and involvement in the process of designing and developing public e-Services has been emphasized in recent years. User involvement is critical to success in the development and implementation of public e-Services, and many visions and efforts are focused on citizen participation in the design and development process. In this article, concepts of Social Systems Design are analysed in the context of local public e-Services in order to improve potential to meet the requirements for user participation and involvement. Results show that the ideas of Social Systems Design, where applicable, can contribute to user-centred development of local public e-Services, and can form a foundation for the development of methods that utilize user participation and involvement. However, further research requires empirical studies.     

Total systems intervention: A practitioner's critique

An earlier paper in this journal described an intervention in North Yorkshire Police using the TSI meta-methodology. This Research Note draws upon the experience gained from that intervention to provide a critique of TSI. The critique is informed by Flood and Jackson's foundational work but is intended to be pitched more at the practical, rather than the theoretical, level.     

The Relevance of Systems Thinking in the Quest for Multifinal Social Enterprises

Human deprivation and suffering around the world are increasing despite the efforts of traditional aid-based approaches focused on alleviating poverty and improving the quality of life for marginalized communities. There is ample evidence that billions of dollars in aid money have been expended on development projects that are fundamentally unsustainable. On the other hand, social enterprises, which improve lives and livelihoods through practical market-based approaches, are growing in number. Systems Thinking can be especially helpful in navigating the complexity and chaos inherent in social ventures in developing communities. Lack of clarity in the roles, responsibilities, and returns for the various stakeholders epitomizes this chaos and is a major contributor to the failure of such projects. By employing Systems Thinking, entrepreneurs can establish accountability mechanisms, ensure equity for all stakeholders, and facilitate system sustainability. Though much research exists on both Systems Thinking and social enterprise, few sources discuss how Systems Thinking can be practically applied to conceptualize, build, and sustain social enterprises in an easy-to-understand manner. This paper synthesizes definitions of the tenets of Systems Thinking including interdependence, holism, multifinality, equifinality, differentiation, regulation, abstraction, and leverage points. The relevance of each of these tenets to social entrepreneurship is described, and further reinforced, with examples. A practical understanding of these tenets can empower entrepreneurs as they navigate chaotic environments in the quest for social enterprises that create win–win situations for all stakeholders.     

The Ontological Status of Critique

Two previous papers by the author are summarized in order to provide the context for the arguments and results of the present paper. The author's previous research has identified the exact place where critique is epistemologically actioned and this enables the present paper to argue for the attribution of ontological status to critique. Since it is commonly acknowledged that a lack of critique results in dogmatism or bounded rationality, these latter two are investigated—in greater depth than previously considered in the literature—and, though they are shown to be inescapable, they provide a route toward a fundamental principle which systemically brings together ontological, epistemological, ethical, and emancipatory concerns. The principle can be stated as follows: One is more or less emancipated depending upon the extent to which one is aware of critique-bounded emancipation as an ontological necessity and thus to the degree to which one ceases to attempt escaping from practical critique into the realms of dogmatic emancipation and rationally bounded emancipation. The paper provides accurate definitions of critique and emancipation, showing that one cannot be considered without the other, thus framing the manner in which further discussion of these two intimately related issues can be continued. In keeping with the author's previous published research, the relevance of von Bertalanffy's deliberations to Critical Systems Thinking, as well as Sartre's philosophy to systems thinking in general, is upheld.     

Human inquiry: Steps towards emancipatory practice

In this paper we explore the contribution of work in Human Inquiry to the debate about what might constitute authentic emancipatory practice and about how such an ideal might be approached. We beghin by considering some key values, issues, and commitments which characterise this work and distinguish it from other established research traditions. A number of distinct approaches to the practice of human inquiry have been articulated. These are referred to but it is not our purpose to review particular approaches in detail here. Rather our aim is to move from this overview of human inquiry to consider some important implications for practice. In particular, we look at Bateson's theory of levels of learning and explore ways in which both the intellectual and the more personal frameworks of participants can contribute to, and at times impede, the kinds of mutual learning with which human inquiries are concerned. We illustrate this discussion by drawing on examples from our own work in human inquiry. Here we aim to highlight particular implications and issues that might arise within human inquiries. One source of illustrations is Peter's work with general and complementary practitioners in a primary health care centre, the other is Anne's work with UWE student groups acting as consultants for local community organisations. In each case we consider some origins, forms, and expressions of power differences and show how empowerment can occur as participants learn within and across Bateson's levels as inquiries progress. We conclude by summarising the evidence of and opportunities for empowerment in each case and by showing how a deeper appreciation of Bateson's levels of learning can further understanding of the nature of emancipatory practice. Finally, we make more general suggestions about the role of approaches to Human Inquiry in future emancipatory practice.     

SUPPORTING SALESPERSONS＇ CRM EFFORTS THROUGH LOCATION-BASED MOBILE SUPPORT SYSTEMS

This paper aims at assessing how location-based mobile support systems can support salespersons‘ CRM efforts when they are operating within a highly mobile work environment. After briefly discussing the state-of-the-art issues associated with mobile location technologies, the paper conceptualizes key dimensions for location-based mobile support systems. The paper then discusses the dual role of salespersons in CRM. A fourth section suggests a categorization of salespersons‘ CRM tasks based on both properties of location-based mobile support and the areas of salespersons‘ CRM-related tasks that may be affected by mobile location technologies. Finally, the paper suggests potential mobile location services and applications that can help salespersons perform effectively their everyday CRM tasks and link such applications to the determinant of salespersons““ performance. The paper concludes with a discussion of some critical issues and suggests areas for further research.