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Dr. Miles Weaver,
Andrea Bonfiglioli
School of Management,
Edinburgh Napier University,
E: m.weaver@napier.ac.uk
T: @DrMilesWeaver
YOR18 KEYNOTE
Embedding Sustainability into Strategy:
Assessing the OR Society Contribution
Presentation Outline
… Getting here Later today …
• Invitation to participate in
a round-table discussion
on ‘Embedding
Sustainability: An OR
Society Perspective’
• Led by Dr. Joao
Quariguasi Frota Net,
Manchester University
• Establishing a „Sustainability and
OR‟ project team for YOR18 and
beyond …
• What is the „sustainability‟
challenge? How might
„Sustainability‟ be defined?
• What contributions have been
made in ORS journals in response to
this challenge? During this stream?
• What implications can be drawn
„towards a „call for action‟ by the
ORS community?
Today we ask ….
What responses have
been made in
Operations Research
Society (ORS)
journals on the
sustainability
challenge?
OR for Sustainability team
• Andrea Bonfiglioli, Edinburgh Napier
University
• Dr. Joao Quariguasi Frota Net,
Manchester University
• Altea Lorenzo Aribas, Biomathematics
and Statistics Scotland
• Dr. Miles Weaver, Edinburgh Napier
University
… Before we do
London 2012 opening ceremony showed us ….
London Olympics said a lot about our past …
London Olympics said a lot about our past …
Plotted some grand challenges faced …
Most notably …
On the pursuit of growth ….
We began to question the role of business in
society ….
… further social change
…. We questioned ourselves and our social norms
Used the past to hint at our
future …
Be not afeard; the isle is full of noises,
Sounds, and sweet airs, that give
delight and hurt not.
Sometimes a thousand twangling
instruments
Will hum about mine ears, and
sometime voices,
That if I then had wak'd after long
sleep,
Will make me sleep again, and then in
dreaming,
The clouds methought would open
and show riches
Ready to drop upon me, that when I
wak'd,
I cried to dream again.

William Shakespeare, The
Tempest, III.ii.135-43
And more recently ….
But now … today?
… the greatest of a lifetime
Today‟s „grand‟ challenges …
“For even as we celebrate tonight, we know the
challenges that tomorrow will bring are the greatest of
our lifetime - two wars, a planet in peril, the worst
financial crisis in a century”.
– Barack Obama Victory Speech (2008)
"Increasingly, the world around us looks
as if we hated it.“
- Alan Watts
Sketching today‟s canvas:
• We are off on a
safari, get your
binoculars ready.
• Write down three
animals and what
they may represent
on the sustainability
debate
On canvas:
The sustainability debate
Business and Society
Embedding Sustainability
into Practice
Business and Society
Q. What is the role of business in society?
“the business of business is business”
– To increase profits as long as it stays within the rules
of the game (no deception or fraud) (Freidman, 1962)
= Ought to be little consideration beyond profit and
shareholder return
Or
2. Prospects for social responsibility and for business to play a
critical and positive role in society
= Business must consider it‟s responsibility in society
Embedding sustainability into practice
Q. Why, what, how can business
embed sustainability into strategy,
operations and supply?
– Source of business opportunity (Ghobidian et al.,
1995)
• Cost e.g. eliminate waste
• Quality e.g. underpins trust
– ‘The next big …’ competitive advantage? (Laszlo
and Zhexembayeva, 2011)
Corporate Responsibility:
the emerging agenda
The UN Global Compact makes this explicit:
• Never before has there been a greater alignment
between the objectives of the international community
and those of the business world. Common goals, such
as building markets, combating corruption, safeguarding
the environment and ensuring social inclusion, have
resulted in unprecedented partnerships and openness
between business, governments, civil society, labour and
the United Nations‟.
Catalysts for change
Recent sustainability (and governance)
failures
Recent sustainability (and governance)
failures
Not all so bad …
M&S: Response to
this challenge
Who is following
suit?
“To be the worlds most
sustainable major retailer by
2015”
“But we can only make that
happen with your continued
support”
M&S Plan A
Defining sustainability
“meeting present needs without compromising the ability of
future generations to meet their own needs”
•
(Sanders, 2012)
OrganisationInputs Outputs
All issues involved in
resource consumption
All issues involved with
pollutant emissions
Assessing impacts along the value chain
Laszlo (2008)
Corporate responsibility to sustainability (I)
• Research has tended to focus on „green‟ issues
– Cleaner production, pollution prevention, pollution control, minimisation of resource
usage, eco-design and others (Glavic and Lukman, 2007)
• Different cultural and economic influences on the definition
(Dahlsrud, 2006 – reviewed 37 definitions)
• Common in the definition is philanthropic responsibilities: ethical,
legal and economical (Caroll, 1991) with an emphasis on an
organisation obligation to constituent organisations other than
shareholders – „stakeholder theory‟ as well as the natural
environment
• Understand environmental „harms‟/ „impacts‟ and „contributions‟
made by stakeholders to successful business operations
Corporate responsibility to sustainability (II)
• Triple bottom line
approach (Elkington,
1998)
• Sustainable development
– Development that meets the
needs of the present without
compromising the ability of
future generations to meet
their own needs (Brundtland
Commission for the United
Nations, 1987)
Sustainability and competitive advantage
• „few‟ or „many‟?
• The „next de facto standard‟ – a „threshold
capability‟?
Hart (2005) proposed:
– One of the most important drivers of new
resources and capability development for
firms will be the constraints and challenges
posed by the natural environment
– Competitive advantage, is to be rooted in
capabilities that facilitate environmentally
sustainable activity
– It appears inevitable that business (markets)
will be constrained by and dependent upon
ecosystems (nature).
Assessing OR society response to the
sustainability challenge
What responses have been made
in ORS publications on the
sustainability challenge to date?
• Draw on some comparisons with:
– systems/OR research in general (to
be extended)
– Research in supply chain
management journals (See Ashby et
al., 2012)
– Stream contributions
No. of papers per journal title using pre-
defined search terms
Journal Title ABS ranking (2010)
No. of papers
All terms
Supply chain
related
European Journal of
Information Systems
3 0 0
Health Systems (launched in 2012) 0 0
Journal of Simulation - 0 0
Journal of the Operational
Research Society
3 26 15
Knowledge Management
Research & Practice
1 1 1
OR Insight 1 2 0
Total N/A 29 16
No. of OR society reviewed papers per
year (all search terms)
0 1 2 3 4 5 6 7 8
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
Search terms
Boundary Search terms
No of papers in
operations and
supply journals
noted in Ashby et
al., (2012)
No of
papers
in IAOR
No of papers
in OR society
specific
journals
Organisational
Sustainability
16
60 8
sustainable development* 33 4
Corporate social responsibility 8 2 0
Social sustainability 7 4 0
Life cycle analysis (LCA) 3 8 1
Supply
Green supply chains 35 15 1
Sustainable supply chain
management (SSCM)
14 1 0
Closed loop supply chains 7 23 1
Integrated supply chain 1 10 0
* The term sustainable development was searched with sustainability by Ashby et al., (2012). For
the purposes of this review the terms are split to ensure that no papers are omitted from the
search.
Occurrences in the ORS literature per
sustainability dimension
N° Paper 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 TOTAL
Dimensions
Environmental / green • • • • • • • • • • • 11
Social • • • • • • • • • • • 11
Economic • • • • • • • • 8
Governance • • • • • 5
Snapshots (all OR ABS ranked journals):
Tools discussed in 172 papers …
No. of OR ABS ranked journals reviewed
papers per year (all search terms)
Making connections: Sustainability and
OR
• OR have been slow to define and claim a strategic role for OR (Bell,
1998).
– May help explain lack of research on sustainability?
– Community should discuss OR as a strategic asset
– Exciting future to provide a vision
• OR/MS retains the ability to do high stake work and capable of high
level interventions (Lane, 2010)
• Both do not cite the sustainability challenge
• Just as „strategic OR‟ is not oxymoronic, same is true for
„sustainability and OR‟
Towards a call for action
• White et al., (2009) the „OR‟ label appears to have a low profile in the
discourse and appropriate methodologies and methods in
sustainability
• Midgley and Reynolds (2004) suggested an agenda for systems/OR
research
– OR has considerable scope to address to address sustainability issues, citing three
essential characteristics of OR:
• OR has a systems orientation | boundary setting – who „controls‟ / „governs‟ a supply
chain? How are „relationships‟ forged and managed?
• Being of an interdisciplinary nature
• Being explicitly purposeful
• Lack of concentration of research activity (i.e. conference streams,
special interest group, special issues in OR journals) except narrower
streams (e.g. greening)
Implications for the OR community
• Lane (2010) argues, so do we, that OR research has considerable
advantages to deal with strategic issues and grand challenges
“There is no limit, just give me somewhere to stand,
and I shall move the Earth”
Drachmann (1958, p. 281)
… in terms of sustainability?
• across the EESG dimensions
• Use of OR methodologies, methods and tools
Opportunity for future research activity
Systematic literature review and survey of ORS members
– How has sustainability been represented in
OR/systems research to date?
– What are the key similarities and differences in focus
and findings/outputs?
– What research methodologies, OR/systems methods
and tools have been used, which dominate and why?
– What contribution can the OR community offer in the
future?
I came to your door as a stranger,
I lived in your house as a guest,
I leave your door as a friend,
• My earth
Rabindranath Tagore,
- 1st non-European to be awarded a Nobel prize for literature in 1913,
- Bengali poet, novelist, musician, playwright.
• Towards a „Call for action‟ – Participate in today
round-table discussion to find out more.
Any questions?

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Sustainability and OR keynote for YOR18 (OR society) 2013

  • 1. Dr. Miles Weaver, Andrea Bonfiglioli School of Management, Edinburgh Napier University, E: m.weaver@napier.ac.uk T: @DrMilesWeaver YOR18 KEYNOTE Embedding Sustainability into Strategy: Assessing the OR Society Contribution
  • 2. Presentation Outline … Getting here Later today … • Invitation to participate in a round-table discussion on ‘Embedding Sustainability: An OR Society Perspective’ • Led by Dr. Joao Quariguasi Frota Net, Manchester University • Establishing a „Sustainability and OR‟ project team for YOR18 and beyond … • What is the „sustainability‟ challenge? How might „Sustainability‟ be defined? • What contributions have been made in ORS journals in response to this challenge? During this stream? • What implications can be drawn „towards a „call for action‟ by the ORS community?
  • 3. Today we ask …. What responses have been made in Operations Research Society (ORS) journals on the sustainability challenge?
  • 4. OR for Sustainability team • Andrea Bonfiglioli, Edinburgh Napier University • Dr. Joao Quariguasi Frota Net, Manchester University • Altea Lorenzo Aribas, Biomathematics and Statistics Scotland • Dr. Miles Weaver, Edinburgh Napier University
  • 5. … Before we do London 2012 opening ceremony showed us ….
  • 6. London Olympics said a lot about our past …
  • 7. London Olympics said a lot about our past …
  • 8. Plotted some grand challenges faced …
  • 10. On the pursuit of growth ….
  • 11. We began to question the role of business in society ….
  • 12. … further social change …. We questioned ourselves and our social norms
  • 13. Used the past to hint at our future … Be not afeard; the isle is full of noises, Sounds, and sweet airs, that give delight and hurt not. Sometimes a thousand twangling instruments Will hum about mine ears, and sometime voices, That if I then had wak'd after long sleep, Will make me sleep again, and then in dreaming, The clouds methought would open and show riches Ready to drop upon me, that when I wak'd, I cried to dream again.  William Shakespeare, The Tempest, III.ii.135-43
  • 15. But now … today? … the greatest of a lifetime
  • 16. Today‟s „grand‟ challenges … “For even as we celebrate tonight, we know the challenges that tomorrow will bring are the greatest of our lifetime - two wars, a planet in peril, the worst financial crisis in a century”. – Barack Obama Victory Speech (2008) "Increasingly, the world around us looks as if we hated it.“ - Alan Watts
  • 17. Sketching today‟s canvas: • We are off on a safari, get your binoculars ready. • Write down three animals and what they may represent on the sustainability debate
  • 18.
  • 19. On canvas: The sustainability debate Business and Society Embedding Sustainability into Practice
  • 20. Business and Society Q. What is the role of business in society? “the business of business is business” – To increase profits as long as it stays within the rules of the game (no deception or fraud) (Freidman, 1962) = Ought to be little consideration beyond profit and shareholder return Or 2. Prospects for social responsibility and for business to play a critical and positive role in society = Business must consider it‟s responsibility in society
  • 21. Embedding sustainability into practice Q. Why, what, how can business embed sustainability into strategy, operations and supply? – Source of business opportunity (Ghobidian et al., 1995) • Cost e.g. eliminate waste • Quality e.g. underpins trust – ‘The next big …’ competitive advantage? (Laszlo and Zhexembayeva, 2011)
  • 22. Corporate Responsibility: the emerging agenda The UN Global Compact makes this explicit: • Never before has there been a greater alignment between the objectives of the international community and those of the business world. Common goals, such as building markets, combating corruption, safeguarding the environment and ensuring social inclusion, have resulted in unprecedented partnerships and openness between business, governments, civil society, labour and the United Nations‟.
  • 24. Recent sustainability (and governance) failures
  • 25. Recent sustainability (and governance) failures
  • 26. Not all so bad … M&S: Response to this challenge Who is following suit? “To be the worlds most sustainable major retailer by 2015” “But we can only make that happen with your continued support” M&S Plan A
  • 27. Defining sustainability “meeting present needs without compromising the ability of future generations to meet their own needs” • (Sanders, 2012) OrganisationInputs Outputs All issues involved in resource consumption All issues involved with pollutant emissions
  • 28. Assessing impacts along the value chain Laszlo (2008)
  • 29. Corporate responsibility to sustainability (I) • Research has tended to focus on „green‟ issues – Cleaner production, pollution prevention, pollution control, minimisation of resource usage, eco-design and others (Glavic and Lukman, 2007) • Different cultural and economic influences on the definition (Dahlsrud, 2006 – reviewed 37 definitions) • Common in the definition is philanthropic responsibilities: ethical, legal and economical (Caroll, 1991) with an emphasis on an organisation obligation to constituent organisations other than shareholders – „stakeholder theory‟ as well as the natural environment • Understand environmental „harms‟/ „impacts‟ and „contributions‟ made by stakeholders to successful business operations
  • 30. Corporate responsibility to sustainability (II) • Triple bottom line approach (Elkington, 1998) • Sustainable development – Development that meets the needs of the present without compromising the ability of future generations to meet their own needs (Brundtland Commission for the United Nations, 1987)
  • 31. Sustainability and competitive advantage • „few‟ or „many‟? • The „next de facto standard‟ – a „threshold capability‟? Hart (2005) proposed: – One of the most important drivers of new resources and capability development for firms will be the constraints and challenges posed by the natural environment – Competitive advantage, is to be rooted in capabilities that facilitate environmentally sustainable activity – It appears inevitable that business (markets) will be constrained by and dependent upon ecosystems (nature).
  • 32. Assessing OR society response to the sustainability challenge What responses have been made in ORS publications on the sustainability challenge to date? • Draw on some comparisons with: – systems/OR research in general (to be extended) – Research in supply chain management journals (See Ashby et al., 2012) – Stream contributions
  • 33. No. of papers per journal title using pre- defined search terms Journal Title ABS ranking (2010) No. of papers All terms Supply chain related European Journal of Information Systems 3 0 0 Health Systems (launched in 2012) 0 0 Journal of Simulation - 0 0 Journal of the Operational Research Society 3 26 15 Knowledge Management Research & Practice 1 1 1 OR Insight 1 2 0 Total N/A 29 16
  • 34. No. of OR society reviewed papers per year (all search terms) 0 1 2 3 4 5 6 7 8 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
  • 35. Search terms Boundary Search terms No of papers in operations and supply journals noted in Ashby et al., (2012) No of papers in IAOR No of papers in OR society specific journals Organisational Sustainability 16 60 8 sustainable development* 33 4 Corporate social responsibility 8 2 0 Social sustainability 7 4 0 Life cycle analysis (LCA) 3 8 1 Supply Green supply chains 35 15 1 Sustainable supply chain management (SSCM) 14 1 0 Closed loop supply chains 7 23 1 Integrated supply chain 1 10 0 * The term sustainable development was searched with sustainability by Ashby et al., (2012). For the purposes of this review the terms are split to ensure that no papers are omitted from the search.
  • 36. Occurrences in the ORS literature per sustainability dimension N° Paper 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 TOTAL Dimensions Environmental / green • • • • • • • • • • • 11 Social • • • • • • • • • • • 11 Economic • • • • • • • • 8 Governance • • • • • 5
  • 37. Snapshots (all OR ABS ranked journals): Tools discussed in 172 papers … No. of OR ABS ranked journals reviewed papers per year (all search terms)
  • 38. Making connections: Sustainability and OR • OR have been slow to define and claim a strategic role for OR (Bell, 1998). – May help explain lack of research on sustainability? – Community should discuss OR as a strategic asset – Exciting future to provide a vision • OR/MS retains the ability to do high stake work and capable of high level interventions (Lane, 2010) • Both do not cite the sustainability challenge • Just as „strategic OR‟ is not oxymoronic, same is true for „sustainability and OR‟
  • 39. Towards a call for action • White et al., (2009) the „OR‟ label appears to have a low profile in the discourse and appropriate methodologies and methods in sustainability • Midgley and Reynolds (2004) suggested an agenda for systems/OR research – OR has considerable scope to address to address sustainability issues, citing three essential characteristics of OR: • OR has a systems orientation | boundary setting – who „controls‟ / „governs‟ a supply chain? How are „relationships‟ forged and managed? • Being of an interdisciplinary nature • Being explicitly purposeful • Lack of concentration of research activity (i.e. conference streams, special interest group, special issues in OR journals) except narrower streams (e.g. greening)
  • 40. Implications for the OR community • Lane (2010) argues, so do we, that OR research has considerable advantages to deal with strategic issues and grand challenges “There is no limit, just give me somewhere to stand, and I shall move the Earth” Drachmann (1958, p. 281) … in terms of sustainability? • across the EESG dimensions • Use of OR methodologies, methods and tools
  • 41. Opportunity for future research activity Systematic literature review and survey of ORS members – How has sustainability been represented in OR/systems research to date? – What are the key similarities and differences in focus and findings/outputs? – What research methodologies, OR/systems methods and tools have been used, which dominate and why? – What contribution can the OR community offer in the future?
  • 42. I came to your door as a stranger, I lived in your house as a guest, I leave your door as a friend, • My earth Rabindranath Tagore, - 1st non-European to be awarded a Nobel prize for literature in 1913, - Bengali poet, novelist, musician, playwright. • Towards a „Call for action‟ – Participate in today round-table discussion to find out more. Any questions?

Hinweis der Redaktion

  1. Named after the 16th Century inventor of logarithms, John Napier. 1964: Napier Technical College 1971: First Degree Offered 1993: Napier Polytechnic – became a University Modern University with a focus on vocational careers. 17,246 students (2012/13 academic year) 1,644 staff (2012/13 academic year)Edinburgh is a world class centre of education.Around 450,000 residents in Edinburgh. Large University population (around 80,000).Our work is on-going, holistic, sustained and a sustainable approach to reducing the environmental footprint of Edinburgh Napier University. New University and new to looking at our environmental footprint throughout the institution. Through this presentation the achievements of the University will be highlighted. But more importantly, our future plans, including developing an all-encompassing communication strategy will be shown.Coat of arms from the wooden roof of the 5th Century tower at Merchiston.“NISI SAPIENTIA FRUSTRA” – Without wisdom, all is in vain.Links into the structure of the presentation. Wisdom, knowledge and confidence when investigating and progressing through positive environmental change.Thread of communication and engagement throughout the presentation. Embedding personal responsibility. Keen to empower people to change positively on their own.
  2. Constrained by:Reality of the funds, time and ideas that business contributes to a host of charitable, social, and quasi-governmental platforms
  3. Add economic (shareholder) value, but should acknowledge that such benefits may potentially be, at least partially, offset by negative social and environmental (stakeholders) goalsPeople: Address Social issues and impactPlanet: Address environmental issues and impact