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Investigação Operacional

versão impressa ISSN 0874-5161

Inv. Op. v.28 n.1 Lisboa jun. 2008

 

Validación del intervenciones ‘SOFT OR’

 

Carlos Raúl Navarro González †

Sara Ojeda Benítez ‡

 

† Universidad Autónoma de Baja California

Mexico

carlos_raul_n@hotmail.com

‡ Universidad Autónoma de Baja California

Mexico

sara@iing.mxl.uabc.mx

                                           

 

Title: Hard validation of soft methodologies

Abstract

In order to subsist and be successful in this environment with greater complexity and competition, any organization is urged to start and keep a inquiry-learning-improvement cycle; Establish and increase this cycle is the objective of the soft systems approach –also know as ‘soft operations research’ ‘Soft OR’ or ‘soft system methodology’ ‘SSM’–. The big benefits of “Soft OR’ and SSM is recognized by many authors, unfortunately any soft approach has an inherent difficulty to be validate in an objectivity way; thus, in many cases, it’s application not produces the expected cycle of inquiry-learning-improvement or worse only in isolated interventions that not always achieve success. In this way, this work gives a proposal methodology to evaluate in an objective manner the ‘Soft or’ approach trough the measurement of the organizational achieved; also to identify and evaluate elements (from organization, team members, or methodologist) than may limit the obtained success. An application case was provided and strong and weak elements from it’s applications was discussed.

Keywords: System approach, Soft system, Soft OR, validation, evaluation

 

Resumo

Para subsistir e ser bem sucedido neste ambiente de crescente complexidade e de competição, qualquer organização é convidada a iniciar e manter um do ciclo de inquérito-melhoria-aprendizagem; Estabelecer e aumentar este ciclo é o objetivo do soft-sistemas abordagem também conhecida como 'Soft OR' ou 'soft system methodology’ (SSM). As grandes vantagens do "Soft Or" é reconhecido por muitos autores, infelizmente, tem uma abordagem suave qualquer dificuldade inerente ao ser validar uma objetividade em curso; assim, em muitos casos, é pedido que não produz o esperado ciclo de inquérito - -melhoria da aprendizagem ou pior só em intervenções isoladas que não semper alcançar o sucesso. Desta forma, este trabalho apresenta uma metodologia proposta para avaliar de forma objectiva "Soft OR" abordagem vale a medição da organização alcançados; também para identificar e avaliar elementos (da organização, os membros da equipa, ou metodologia) que podem limitar ou condição o nível de sucesso. Um caso é apresentado de uma forma objectiva de avaliar o impacto alcançado organizacional e identifica os pontos fortes e fracos da metodologia que a interferência deve ser melhorado.

 

Resumen

Para que una organización pueda subsistir y tener éxito en este entorno de creciente complejidad y competencia requiere iniciar cuanto antes y mantenerse en una espiral de indagación, aprendizaje y mejoría; cuya instauración y acrecentamiento es el objetivo del pensamiento de sistemas suaves, representado por la investigación operativa suave (‘Soft OR’) y la metodología de sistemas suaves (‘SSM’). La gran utilidad de la ‘Soft OR’ y la ‘SSM’ ha sido documentada por múltiples autores, desgraciadamente cualquier intervención suave mantiene una dificultad inherente para valorarse objetivamente; por lo que en ocasiones su aplicación puede no redundar en un ciclo, sino más bien en intervenciones aisladas y que no siempre conducen al éxito. Este trabajo, presenta una propuesta para la evaluación objetiva de una intervención metodológica suave mediante la medición del impacto organizacional logrado; y con la identificación y valoración de aspectos propios de la organización, del equipo de trabajo y de la propia metodología que podrían impulsar o condicionar el nivel de éxito obtenido. Se presenta un caso que evalúa de manera objetiva el impacto organizacional logrado e identifica aspectos fuertes y débiles de la injerencia metodológica que conviene mejorar.

 

 

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