Reflections on qualitative research in business/Consideracoes sobre pesquisa qualitativa em administracao/Consideraciones sobre investigacion cualitativa en administracion.
Ikeda, Ana Akemi
1. INTRODUCTION
When one imagines an archeologist conducting research work, one
often thinks about digs, paint brushes and other artifacts. An
anthropologist brings to mind living among peoples and specific ethnic
groups. Research methods and techniques in research studies on business
are not predominant. There is a wide range of alternatives, making it a
challenge to understand the situations in which a specific method or
technique can be used. For example, although qualitative research has
flourished in many fields of the social sciences, at the same time its
use has become fragmented and incoherent (ATKINSON, 2006). On one hand,
the proliferation of qualitative research methods can be confusing; on
the other hand, it can unveil new and different forms of conducting
research. There are so many ways of conducting research that the
researcher must carefully analyze the conditions and the resources to
extract as much useful information as possible for the purpose of
acquiring knowledge.
This paper focuses on an initial discussion on qualitative research
by exploring and discussing its main aspects. This is done by means of a
bibliography, weighting and collating the points of view of different
authors. The paper is divided into two main parts: the first part
analyzes research in the general context of business: the purpose of
research; discussion on induction and deduction; differences between
methodology, method, technique and procedure; and the differences
between positivism and interpretivism. The second part focuses on the
qualitative paradigm, and contains a discussion on the origins of
qualitative research, on the field of qualitative research, validity and
reliability, and on triangulation. Finally, there is mention of several
critiques regarding qualitative research.
2. RESEARCH IN THE FIELD OF BUSINESS
This part examines research in the field of business by focusing on
the following aspects: purpose; induction and deduction; methodology,
method, technique and procedure; and positivism versus interpretivism.
2.1. The purpose of a research study
All business management professionals will resort to research as a
source of information at one time or another in the course of their
professional career. Research results can be a precious source of
information to improve the decisionmaking process. Research studies do
not actually solve problems or make the decisions. They generate
information that can guide management decisions and actions. Research
has different meanings, depending on the public. However, among several
definitions, there seems to be a consensus that research (MILIKEN,
2001): (i) is an investigation and inquiry process; (ii) is systematic
and methodical; (iii) increases knowledge. Remenyi (1996) emphasizes
that there are some leading questions to be asked at the beginning of a
research study: (i) Why conduct research? This is linked to the fact
that there are many issues and subjects on which knowledge is
incomplete; (ii) What to research? (and where)? These two questions are
closely related. The objective is to find the specific topic and
interest, considering time and money constraints; (iii) How to conduct a
research study? There are several appropriate techniques and
methodologies for each topic. The technique must be aligned with the
issue and the skill of the researcher; (iv) When to research? When it is
timely to conduct the research. Ethics in research is another issue. How
should one conduct a research project without affecting the principles
of the researcher and his/her research object? In the business field,
many issues remain unanswered because of the constantly changing nature
of the business environment. Hussey and Hussey (1997) state that the
purpose of research can be summarized as follows:
* Revise and synthesize existing knowledge,
* Investigate an existing situation or problem,
* Provide solutions to a problem,
* Explore and analyze general issues,
* Build or create a new system or procedure,
* Explain a phenomenon,
* Generate new knowledge, and
* Any combination of the above.
It is necessary to clarify that one can unfold these items into
others, for example: understand a problem more thoroughly; help
decision-making; acquire in-depth knowledge about a topic; or broaden
existing knowledge. To achieve a result, the researcher has different
options, both in terms of a project and in terms of methods and
techniques. The research project can be of an academic nature, and can
be developed, for example, by means of monographs, master's degree
dissertations, doctoral theses, scientific or commercial books, and
articles (prepared by research or consulting firms). The objectives,
methodology, time, and cost have to be aligned to make the project
feasible. According to Remenyi (1996), most academic research projects
comprise five general phases: revision of the literature, formalization of the research topic, gathering of evidence (qualitative and/or
quantitative), analysis of the evidence, and development of the
conclusions. The researcher must choose a set of research tools that
will help him/her collect evidence, analyze it and produce important
findings to increase knowledge about a specific topic. The initial point
of any research study is to focus clearly on the fact that its purpose
is to add something valuable to the existing knowledge of the topic.
This means that an unanswered question or an unresolved problem will be
identified and studied and the researcher will try to produce a suitable
answer to the question or an appropriate solution for the problem.
Hussey and Hussey (1997) emphasize that it is important to consider the
researcher's experience and skills in developing research. Indeed,
it is common to come across studies that contain errors and omissions,
mainly because of the author's lack of knowledge. Statistical
errors are common in quantitative research and lack of depth and
analytical competency are common in qualitative research, to name just a
few examples.
As stated by Amaratunga et al. (2002), research must be conducted
in a spirit of investigation that is based on facts, experience and
data, concepts and constructions, hypotheses and conjectures, principles
and laws.
It is important to emphasize that a research study often has both
quantitative and qualitative characteristics. Parry (1998) gives some
examples of this interconnection between qualitative and quantitative
data and analyses, illustrated in Figure 1.
The analytical focus of this paper is qualitative research in the
academic field rather than commercial research, although this discussion
is also useful for the latter. Kekale (2001) states that science is
basically pursued in two ways: by induction or deduction, the subjects
of the next item's analysis.
2.2. Induction and deduction
Andreani and Conchon (2005) emphasize that the induction-deduction
debate is important for qualitative studies because it is the essence of
the scientific method. Inductive reasoning involves the development
process of a theory. It begins with observations of specific examples
and seeks to establish generalizations on the phenomenon being
investigated; in other words, it moves from the particular to the
general. Inductive research is a study in which the theory is developed
from the observation of empirical reality; thus, general inferences are
induced on the basis of specific examples (HUSSEY; HUSSEY, 1997). In
contrast, the deductive process involves the testing of the theory,
i.e., it begins with a theory or generalization and seeks to verify
whether the theory is applicable to specific cases (HYDE, 2000). Thus,
specific cases are deducted from general inferences. The deductive
method is often described as moving from the general to the particular.
Those who favor the inductive approach want qualitative research to
assure the comings and goings between data collection and analysis,
between the field and the theory. In their opinion, the inductive method
responds to scientific rules and is able to generate theories (Glaser,
Strauss, 1967). Figure 2 summarizes and illustrates this reasoning.
[FIGURE 2 OMITTED]
Andreani and Conchon (2005) illustrate inductive and deductive
methodology during the several phases of a research study (Chart 1).
While inductive methodology works best with qualitative research
techniques, deductive methodology works best with quantitative research
techniques because it requires statistics to test the hypotheses.
More than four decades ago, Machlup (1963) already criticized the
confusion and the misuse of words related to research, such as
methodology, method and techniques. Thus, the next topic attempts to
clarify and organize the meanings of such research.
2.3. Methodology, method, technique and procedure
Turato (2003) explains that methodology "is the discipline
that seeks to study and organize (whenever possible) the many methods
that we create--beyond their historical origins -, their
paradigm-related grounds, their theoretical relations, their structural
characteristics and the specificities of their targets" (p. 153).
Hussey and Hussey (1997, p. 20) define methodology as "the approach
to the entire process of a research study. " Thus, research
methodology refers to the structure of procedures whereby research is
conducted, and describes an approach to a problem that can be made
operational in a research program, i.e., an operating structure in which
the facts are placed in such as way that meanings can be seen more
clearly. It contemplates a critical evaluation of alternative research
strategies and methods (REMENYI et al., 1995). One must keep in mind
that methodologies provide guidelines rather than prescriptions on how
research studies should be conducted.
Method, in turn, derives from the Latin methodus and from the Greek
methodos, where the prefix meta means "by means of", and hodos
means "way, road", thus etymologically expressing the way
whereby one seeks to attain something or a way of doing something
(WEBSTER, 1997). Jolivet (1975, p. 144) defines method as an
"organized set of procedures to discover what one ignores or to
prove what one already knows." Alves (2000, p. 10) states that the
scientific method belongs to the field of theory, it is an act of
contemplation by the researcher, whereas technique is the transformation
of contemplative knowledge into a recipe on how to make things by hand.
Thus, technique in the field of research is the use of instruments that
allow the researcher to make and observe the emergence of data to be
registered in notes that will then be studied and organized in light of
theoretical references.
The word procedure comes from the Latin pro "to the
front", and cedere "advance," which implies the steps to
be followed and the operating measures (TURATO, 2003). Hence, the method
makes a research project feasible; the technique makes the method
feasible; and the procedures make the technique feasible; this means
that the scope also varies, as one can see in Figure 3. However, it is
important to emphasize that it is not always easy or possible to see the
boundaries that separate these concepts and controversies, and questions
about these terms will always persist.
[FIGURE 3 OMITTED]
The 1980s and the 1990s witnessed the increasing application of
qualitative methods in consumer behavior studies. This fact led to a
split among researchers whose approach was based on methodological
guidance and to a division between the positivism and interpretivism
approaches. The next topic discusses and compares both views.
2.4. Positivism versus interpretivism
Scientific philosophers and researchers have engaged in long
epistemological debates on how best to conduct research studies. This
debate has been based fundamentally on two schools of thought. On one
side are the logical positivists who use quantitative methods and
experiments to test hypothetic-deductive generalizations. One of the
strongest implications of this approach is the need for the observer to
be independent vis-a-vis the subject being observed, and the need to
formulate hypotheses for subsequent verification or testing. The
positivists seek cause/effect explanations and basic laws; they
generally reduce everything to the utmost simplicity to facilitate
analyses. On the other side are the interpretivists, who use qualitative
and naturalistic approaches, based on an inductive and holistic form, to
understand the human experience in a given context. The interpretivist
approach seeks to understand and explain a phenomenon instead of looking
for external reasons or basic laws. The interpretivist also rejects the
belief that events are independent (AMARATUNGA et al., 2002).
According to Baker (2001), the distinction between the two
approaches is based on the personal philosophy of each researcher on how
to conduct the research. The positivists emphasize deductive or
hypothetical-deductive procedures to establish and explain behavior
patterns; in other words, this involves establishing a hypothesis and a
conclusion based on the hypothesis, the collection of appropriate data
to test the conclusion, and the rejection or assertion of this
conclusion. The point is to identify patterns or relationships. The
interpretivists seek to establish the reasons and actions that lead to a
given pattern of behavior. The selection of a research strategy is
strongly influenced by the researcher's preference. The
interpretivists argue that statistical patterns or correlations are not
comprehensible in themselves. It is necessary to discover the meanings
(reasons) that people give to the actions that lead to such patterns.
Although the confrontation between "positivism" and
"interpretivism" is an exaggerated simplification, it is
useful to notice the differences, some of which are shown on Chart 2.
Based on this setting, the next item will focus specifically on the
qualitative paradigm, analyzing origins, field, validity, reliability
and triangulation; and, finally, mention will be made of criticism.
3. THE QUALITA TIVE PARADIGM
The enhancement of the nature of qualitative research has varied
greatly throughout time. Qualitative research was quite popular at the
beginning of the century, then it became less popular as quantitative
statistics and measurements were increasingly employed. Now quantitative
research seems to have emerged with renewed strength, employing methods
and techniques stemming from several fields, such as anthropology,
sociology, and psychology, among others. Gummesson (2000) argues that
qualitative methodologies are still not used to great extent, even
though they provide powerful tools for research in the different fields
of business. Universities and business schools are often resistant to
qualitative research and classify it belonging to a lesser category. On
the other hand, authors such as Belk (1995), Malhotra and Peterson
(2001), Goulding (2005), and Levy (2005) point out that consumer
behavior studies tend to use qualitative paradigms that recognize the
wealth of information and detail in the universe of groups and
individuals. Sutton (1997) also states that now, after much resistance,
qualitative research is being widely acknowledged by organizational
researchers as having broad legitimacy.
3.1. The origins of qualitative research
References on the origins of qualitative research are fairly
recent. Hamilton (1994), according to Miliken (2001), argues that the
book Discourse on the Method (1637) by Descartes (1596-1650) launched
the field of qualitative research, with the discourse on the method of
rightly conducting one's reason and of seeking the truth in
science. This was followed by the work of Kant (17241804), Critique of
Pure Reason (1781), in which the philosopher revived the Aristotelian
distinction between practical and theoretical knowledge. In the early
twentieth century, the Chicago School had a strong influence in the
1920s and 1930s, seeking to develop an interpretative methodology. The
"slice of life" approach viewed the city of Chicago as a
social laboratory that contained a heterogeneous community with
different characteristics. The objective was to conduct in-depth studies
of specific groups that could provide a social kaleidoscope. This
approach was quite popular for some time, yet it was overshadowed by
quantitative approaches, as the US government needed statistical
information with the advent of the Second World War.
Denzin and Lincoln (2000) presented a historical analysis of
qualitative research, covering the 20th century and the USA
specifically. They referred to this analysis as the seven moments of
qualitative research.
The date on which qualitative research was born, however, is
questionable because in fields such as anthropology, archeology,
sociology and others, the essence of the research is qualitative, and
this has existed since man began to seek knowledge. At any rate, the
historical perspective of qualitative research shows that it had a
strong influence on the progress of the field of business. The studies
on times and movements of Frederick Taylor, the Gilberts, and the
studies of Elton Mayo at Western Electric in Hawthorne, near Chicago,
also resorted to qualitative techniques to achieve results that
characterized the general management theory.
3.2. The field of qualitative research
Qualitative research is a field in itself; it cuts across
disciplines, scopes and topics. It is surrounded by a complex family of
interconnected terms, concepts and assumptions. It has separate and
distinct histories in education, communication, social sciences,
communications, psychology, medicine, anthropology, and sociology
(DENZIN; LINCOLN, 2000). Any definition of qualitative research would be
incomplete, because it operates in several contexts and moments. Denzin
and Lincoln (2000) suggest a generic definition:
Qualitative research is a situated activity that places the
observer in the world. It is a set of interpretive, material
practices that make the world visible. These practices
transform the world. They modify the world in a series of
representations, including field notes, interviews,
conversations, photographs, recordings, and memorandums.
At this level, qualitative research involves an interpretive
and natural approach to the world. This means that
researchers study things in their natural places, attempting
to provide meaning or interpret phenomena in terms of the
meanings that people attribute to them (p. 3).
The authors also point out that the word qualitative implies an
emphasis on the qualities of the entities and processes and meanings
that are not examined experimentally or measured in terms of quantity,
amount, intensity or frequency. The researchers reinforce the nature of
the socially constructed reality, the intimate relationship between the
researcher and that which is being studied, and the situation-related
restrictions that shape the investigation.
In Silverman's (1998) opinion, qualitative research:
* Is not defined as a set of loose techniques but is based on some
analytically defined perspective;
* Its specific strong point is the ability to focus on real
practice in situ by observing how organizations are represented;
* Exposes how people "do things" in a better way instead
of how people "see things;"
* Is not only exploratory or a narrated story.
Bogdan and Biklen (1982) point out the main features of qualitative
research: (i) the data is usually collected in a natural setting and the
researcher is the key instruments of data gathering; (ii) it is
descriptive; (iii) it is concerned about the process instead of being
merely concerned with results or products; (iii) tends to analyze data
inductively; (iv) it emphasizes the "meaning." In addition,
they use qualitative research as an "umbrella term" covering
several research strategies that share certain characteristics. They
state that the collected data is rich in terms of describing people,
places and conversations and that it is difficult to submit it to
statistical procedures. They add that research topics are not shaped by
operating variables but rather formulated to investigate their full
complexity, within a context.
Although researchers who conduct qualitative research may re-focus
as they collect data, they do not approach research with specific issues
to be answered or specific hypotheses to be tested. They are concerned
about the comprehension of the behavior, based on the reference system
of the individual himself. External causes are of secondary importance.
There is plenty of literature that deals with methods and
approaches. Qualitative research is inherently multimethod, which
ensures a better understanding of the phenomenon under analysis. Flick
(2004) argues that the combination of multiple methodological practices
in a study could be understood as a strategy that adds exactness,
broadness, complexity, wealth and depth to any investigation.
According to Baker (2001), qualitative research is useful in the
following situations:
* Traditional preliminary exploring;
* Choice and filtering of ideas;
* Exploring of complex behavior;
* Development of explanatory behavior models;
* To train the researcher to see the world from the point of view
of the respondent;
* Identification of unfulfilled needs and the means to satisfy
them.
Snow (1999) identifies three ways for the development of a theory
within the context of qualitative research: (i) discovery of the theory,
involving the total emergence of the theory as advocated by Glaser and
Strauss (1967); (ii) extension of the theory, instead of the development
of a theory, to thus expand the existing theory or concept into new,
different categories, contexts, processes or even to other levels of the
given theory; and (iii) refining of the theory, which involves the
modification of existing perspectives through the extension or
inspection of the theory, or aspects of the theory, with new material.
In regard to two methodological traditions, Wilson (1982),
according to Flick (2004), emphasizes that qualitative and quantitative
approaches are complementary and should support each other instead of
competing with each other or being mutually exclusive. The use of a
specific method should be based on the nature of the research topic,
i.e., "the topic guides the method and not the other way
around." It is fair to state that qualitative research is no longer
viewed as being "speculative" or "soft" as it was in
the past. However, some of the criticism of qualitative research is not
entirely groundless (GOULDING, 2005); the same holds true for
quantitative studies, which are subject to many restrictions concerning
statistical and project issues.
Sandelowski (1997) states that qualitative research is a term that
designates a variety of practices that proclaim differences and make
differences trivial at the same time. It is used to describe or mean:
(i) certain investigation paradigms (such as naturalist, constructivist,
phenomenological, or, usually, anything non-positivist); (ii) types and
sources of data (such as stories, reports, field notes, behavior,
photographs, artifacts, and documents); (iii) research methods (such as
grounded theory, phenomenology and ethnography); (iv) data gathering
techniques (such as interviews and observation); (v) data analysis
techniques (such as constant comparison, content, narrative,
phenomenological theme, or, generally, any non-statistical analysis);
and (vi) interpretation techniques (such as hermeneutics and the
construction of grounded theory). Moreover, the term is also used to
mean an alternative to or an auxiliary of quantitative research, as well
as to define any non-quantitative thing and a remedy for all the evils
of the investigations of the quantitative/positivist approach to
research.
Gilgun (2006) refers to the four pillars of qualitative research as
follows: (i) research findings, theory and methodological principles.
They comprise a broad range of perspectives and information that are
widely available to researchers who choose them selectively; (ii) the
researcher's specialty. This is achieved through experience,
education and formal training, the follow-up on and study of research
projects, theories and methodologies; (iii) informants or respondents
preferences, desires, cultures, values, and any issue that is important
to them. Knowing and understanding them makes research findings useful;
and (iv) the researcher personal values and experiences.
3.3. Validity and reliability in qualitative research
In quantitative terms, validity means "determining whether a
measuring instrument actually measures what it is supposed to
measure" or the "degree to which a measuring instrument
measures what it intends to measure" (LONG; JOHNSON, 2000, p. 31).
The root of the word comes from Latin, form the word validus, which
means robust, and valere, which means being strong. Thus, Aldridge and
Aldridge (1996) propose that the validity of qualitative research is
based on strong, robust arguments. The power of such arguments is to
establish the premises on which they are based, i.e., to show that the
arguments are well supported, lead the premises that are being employed,
develop a set of relevant interpretations and observations and make
these interpretations credible. Validity is a term generally used in
research to establish the veracity of the work. In qualitative projects,
the word validity means credibility and authenticity (KOCH, 1994).
According to Hammersley's views (1992, p. 69) "a report is
valid or true if it accurately represents the characteristics of a
phenomenon that it intends to describe, explain or theorize." He
states that validity is the truth, interpreted as the extent to which
the report accurately represents the social phenomenon being studied.
Some authors, such as Guba and Lincoln (1989), insist on the use of
terms that are alternative to validity in qualitative research; they
suggest the use of the term credibility. They argue that validity refers
to the naive reality of positivism, which attempts to establish
isomorphism between the findings and objective reality.
Validity is broader than credibility and, according to Andreani and
Conchon (2005, p. 6), "a qualitative study is reliable if the
methodology allows for the observation of a given reality;" they
argue that reliability is the first step towards validity. The point is
to know if the script of the interview is free of biases and errors and
if the information is stable (will the same information be obtained if
the study is repeated). Therefore, this depends on the respondents and
on the data gathering methods. According to the same authors, the
reliability of the qualitative research in the sense of comparative
reproduction is always questioned, but the flexibility is a clear
advantage of qualitative research and is much more important than
reliability in the sense of reproduction. In the opinion of Hammersley
(1992, p. 67) reliability "refers to the degree of consistency with
which examples are classified under the same category by different
observers or by the same observer on different occasions."
In the opinion of Stenbacka (2001), reliability, as traditionally
used, i.e., the method's ability to repeatedly produce the results
of a research study, is not important in qualitative research. As for
validity, the power to generalize and carefulness have distinct meanings
in this context:
* The understanding of the phenomenon is valid if the chosen
informants are part of the area of the problem and if the interaction
between the researcher and the informants provides the latter with the
opportunity to speak freely according to their own knowledge structures.
* A full description of the entire process, making
"conditional inter-subjectivity" possible, which indicates the
good quality of the qualitative method being used.
* Analytical generalization is important in qualitative research;
this is achieved through the strategic choice of informants important
for the study and not through statistical samples. * The systematic and
careful description of the entire interaction process with the reality
being studied is an indicator of the qualitative method's good
quality (p. 555).
Validity in qualitative research is related to description and
explanation and whether the explanation fits the description.
Researchers in the field of qualitative research also agree that there
is no single way to interpret an event and that there is no
"correct" interpretation (JANESICK, 2000).
The next section analyzes the concept of triangulation. Many
authors, including Jick (1979), Hall and Rist (1999), Kekale (2001),
Whittemore, Chase and Mandle (2001), and Andreani and Conchon (2005),
state that validation in qualitative research is achieved through
triangulation, which is often mentioned in literature.
3.4. Triangulation
The potential to know more about a phenomenon by means of research
methods in an empirical investigation is frequently discussed under the
item "triangulation." In such discussions, the method-related
terms "integration," "combination" and
"mixture" tend to be used interchangeably, suppressing the
triangulation concept. According to Moran-Ellis (2006), this is
problematic because it obscures an essential difference between the
result of the combined methods (claimed from triangulation) and the
process whereby different methods and data bases relate.
According to Decrop (1999), triangulation implies that a single
point is considered, starting from three different, independent
processes, and is based on an analogy with the triangle. It derives from
topography and was initially used in navigation and military sciences,
having then been adapted to social science investigations. The measurer
uses two places as a point of reference to identify his site--the third
position (HALL; RIST, 1999). Campbell and Fiske (1959) introduced this
concept as a synonym of converging validity in the presentation of the
Multitrait-Multimethod Matrix. Webb et al. (1966) and Jick (1979)
refined the concept by defining it as a combination of quantitative and
qualitative methods, arguing that they should be considered
complementary rather than rivaling with each other. Subsequently, the
triangulation concept was given more attention in qualitative research
as a means of gaining acceptance.
Triangulation means looking at the same phenomenon, or research
topic, from more than one source of data. Information coming from
different angles can be used to corroborate, prepare or enlighten the
research problem. Triangulation limits personal and methodological
biases and increases the extent to which a study can be generalized
(DECROP, 1999).
Denzin (1978) identifies four kinds of triangulation: data
triangulation, investigator triangulation, theory triangulation, and
methodological triangulation:
* Data triangulation means gathering data at different times and
from different sources.
* Investigator triangulation is the use of several researchers to
study the same research topic or the same structure, under the
assumption that different researchers will provide different
perspectives, reflections and analyses.
* Theory triangulation emphasizes that research must examine the
phenomenon from different theoretical points of view, to see which would
be the most robust to help clarify and explain what is being studied.
* Methodological triangulation refers to the use of multiple
methods to obtain the most complete and detailed data on the phenomenon.
Thus, researchers can improve the accuracy of their judgments by
collecting different kinds of data, guided by the same phenomenon (JICK,
1979), "increasing the belief that the results are valid and not a
methodological artifact" (BOUCHARD, 1976, p. 268). Studies that
employ only one method are more vulnerable to errors linked to that
specific method than studies that resort to multiple methods, in which
different kinds of data allow for the investigation of cross data
validity (PATTON, 1990). Triangulation provides a more comprehensive,
general, and holistic view plus different angles and perspectives of the
same phenomenon, thus improving the researcher's analysis and
decision-making ability.
3.5. Criticism of qualitative research
Qualitative research has always been criticized, according to
certain authors, who point out the following weaknesses: (i) lack of
clarity; (ii) methodological restrictions; (iii) combination of methods
with no clear justification and explanation of the " why" and
the " how" (GOULDING, 1999); (iv) lack of exactness and
validity (DECROP, 1999; SANTIAGO-DELEFOSSE, 2004); (v) lack of sampling
exactness; (vi) little reliability and data constancy; (vii)
impossibility of reproduction (SANTIAGO-DELEFOSSE, 2004).
Sharts-Hopko (2002) claims that since qualitative research
respondents are less numerous and recruited according to convenience, or
on purpose, rather than randomly, the possibility that the
researcher's personal values and attitudes will influence research
results is great, and is one of the leading criticisms of any project of
a qualitative research nature. According to Stern (1994), the methods
are personal; people think differently and have their own methods of
investigation. Choosing a method is time-consuming; it is a personal and
reflexive process; it requires self-evaluation in terms of convictions,
beliefs, and interests. It means being honest about what one believes in
and about what one knows and what one imagines can be known, besides
requiring commitment to the principles of a paradigm once a decision has
been made or, in other words, the establishment of a relationship
between individual paradigms, ontology, epistemology, and methodology
(GOULDING, 1999).
Research methods are merely a means to an end. Researchers must be
careful not to get entangled in details of methods to the point of
losing control of their main objective. It is important to know the
technical procedures; however, the selection and application of the
correct method for the research topic at hand basically depends on the
researcher's intelligence, imagination, and creativity (LA SALLE,
1959).
4. FINAL COMMENTS
Undoubtedly, there are many methods and techniques to be developed
in qualitative research, whether borrowed or not from other
fields--which is already being done regarding anthropology, sociology,
psychology and medicine. It does not matter which technique or method is
used; the important factors are the usefulness and the content of the
information that will help the decisionmaking process or that will
expand knowledge of a specific topic. Many researchers err when they pay
more attention to the tool than to the usefulness of the information,
because they get lost in the procedures.
Denzin and Lincoln, (2000) point out that the researcher that uses
qualitative research is often referred to as bricoleur or " the
patchwork maker," because he or she borrows methods and procedures
from various disciplines, in the manner of a film in which images are
spliced together. As Hussey and Hussey (1997, p. 58) emphasize,
"the phenomenology paradigm wants to capture the essence of the
phenomenon and extract data full of explanations and analyses. The
researcher's objective is to have total access to knowledge and to
the meaning of that which is involved in the phenomenon."
Malhotra and Peterson (2001) believe that research studies centered
on human aspects, such as ethnography, will be employed to gain a better
understanding of behavioral issues, not as a substitute of quantitative
techniques, but rather as their complement.
In light of what was discussed above, the conclusion is that
qualitative research involves concepts, methods, techniques and
procedures that are combined and become rather unclear to the
researcher. On the other hand, qualitative research offers excellent
opportunities to develop research for the business sector, especially in
the area of behavior studies. Because of the nature of business
problems, it seems clear that the potential of qualitative research is
yet to be explored to its fullest extent, in terms of application and
use and in terms of the discussion of its scope.
For the business environment, it is timely to expose the ideas of
Partington (2002, p. 114-115), who lists the main reasons for conducting
qualitative research:
Complex, confused situations; with ambiguous cause/effect
relationships; unfamiliar situations.
* Normally, qualitative research is descriptive or comparative, but
it can also be prescriptive.
* It is conducted from the point of view of the informant and the
essence of success is the high level of rapport with the
informant's world. Most of the data gathering provides a wealth of
information.
* The consequences of this wealth of information are numerous
interpretations resulting from several points of view.
* Qualitative data gathering and analysis rely on the development
of skills to aid, extract and obtain indepth information and revelations
that are hidden in the data.
The author hopes that this paper will be useful to researchers, as
it collates and organizes several qualitative research topics; its main
limitations, however, are: it is based on existing work that has already
been published; and the general nature of the topic prevents an in-depth
exploration of specific aspects. These limitations could be reduced in
future studies by interviewing specialists in this field and by the
production of academic studies that investigate, in greater depth,
topics such as triangulation; which fields of business resort to
qualitative research more often or more appropriately; and qualitative
research tendencies.
Recebido em: 7/8/2008
Aprovado em: 18/8/2009
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Ana Akemi Ikeda
Professor of Marketing at Faculdade de Economia, Administracao e
Contabilidade da Universidade de Sao Paulo (FEA-USP)--School of
Economics, Administration and Accounting of the University of Sao Paulo
Vice-coordinator of Marketing MBA at FIA--Fundacao Instituto de
Administracao (Administration Institute Foundation)
E-mail: anikeda@usp.br
Chart 1: Inductive and deductive methodology
Methods Inductive Deductive
(understanding new (testing the
ways) hypotheses)
Phase 1 Define the situation Establish the
Design of research and the case to be research structure
project studied empirically. on the basis of
existing theories
and concepts.
Phase 2 Prepare the research Prepare theoretical
Preparation of the instrument according hypotheses to be
research instrument to an adaptive and tested before going
creative methodology. to the field.
Phase 3 Explore the situation Test the hypotheses
Gathering of and learn about by means of field
information the client through interviews.
interview or by
observation.
Phase 4 Analysis of ideas, Verification of the
Analyses research of new hypotheses by
information, study means of the
of cause/effect statistical analysis
relationships, of the research
generation of findings.
hypotheses.
Phase 5 Confrontation of Statistical analysis
Validation information from of margins of
different sources, error.
cross-reference
research on Empirical
interviews, demonstration
validation by of the validity
means of of the results.
triangulation.
Source: ANDREANI; CONCHON, 2005.
Chart 2: Positivist and interpretivist approaches to research
Positivist Interpretivist
Reference Galileo Galilei (1564-1642) Wilhelm Dilthey (1833-
1912)
Authors Rene Descartes (1596-1650) Franz Brentano
(1838-1917)
Auguste Comte (1798-1857) Edmund Husserl
(1859-1938)
Claude Bernard (1813-1878) Sigmund Freud (1856-1939)
Ivan Pavlov (1849-1936) Bronislaw Malinowski
(1884-1942)
Emile Durkheim (1858-1912) Margareth Mead
(1901-1978) Claude
Levi-Strauss (1908-)
Major field Nature sciences Human sciences
of study
Concepts Structure, social and Meanings and social
natural facts. developments Learned
human phenomena
Methods Quantitative Qualitative
Statistical Inference Generation of hypotheses,
(hypotheses testing) speculative
Cause/effect relationships Interactions
Measurement Processes
Scope Seeks explanations for Seeks to understand Man
things
Context-free Context-dependent
Generalizations, laws Discernment
Considers reality as being Socially constructed and
objective, tangible and multiplied reality.
unique. Interest is focused on
Interest is focused on that that which is specific
which is general, and unique
average and
representative so that
statistical
generalization and
forecasting is possible.
Researcher's Uninvolved observer. Actively involved.
role Researcher is objective Researcher is not
analyst and interpreter independent from that
of a tangible social which is being
reality. researched, but is
intrinsically linked to
it.
Analysis Objective Abstract Subjective Grounded
Fixed Flexible
Value-free Political
Source: Based on DECROP, 1999; SILVERMAN, 1998; TURATO, 2003.
Figure 1: Examples of the relationship between qualitative and
quantitative data and analyses
Analise Qualitativa Analise Quantitativa
Dados Quantitativos * Analise qualitativa de * Surveys
retorica quantitativa * Experimentos
* Etnoestat istica * Entrevistas
(argumentos baseados estruturadas
em dados quantitativos) * Observa cao
estruturada
Dados Qualitativos * Observa cao * Analise de conte
participante udo
* Historia de vida
* GroundedTheory
Qualitative Analysis Qualitative Analysis
Quantitative Data * Qualitative analysis * Surveys
of the quantitative * Experiments
rhetoric * Structured
* Ethno-statistics interviews
(arguments based on * Structured
quantitative data) observation
Qualitative Data * Participating * Content analysis
observation
* Life story
* Grounded Theory