1. 需求激增下的叫车平台商业模式研究

原标题：A Study of Ride-Hailing Platforms’ Business Models in the Presence of Surge Demand

期刊：Information Systems Research

作者：Haiyang Feng, Nan Feng, Ling Zhang, Zhengrui Jiang, Minqiang Li

出版时间：2025-03-13

DOI：10.1287/isre.2022.0695

摘要：

叫车市场需求旺盛，让叫车平台可以尝试不同的商业模式。本研究分析了一个叫车平台是应该采用封闭的商业模式，即只使用平台自有车辆服务乘客，还是开放的商业模式，即允许私家车利用平台提供服务。特别关注一天内需求不均的影响；因此，我们开发的博弈论模型具有正常期和激增期的两阶段框架。分析结果显示，开放商业模式导致激增期服务供给增加（供给增强效应）和价格上涨降低（价格歧视——阻碍效应），均惠及乘客。也减少了正常时期的闲置车辆数量，从而使车辆资源得到更高效的利用。这些效应共同带来了开放商业模式下更高的社会福利。有趣的是，平台并不总是受益于采用开放商业模式，更高水平的需求激增对这种模式的最优性有非单调影响。综上所述，开放的商业模式总是让乘客、私人司机、整个社会受益，但对平台来说可能不会更赚钱。这一有趣的结果呼吁政策制定者对平台进行激励，使其采用开放的商业模式，而不是封闭的商业模式。

Abstract: 

Booming demand in the ride-hailing market allows ride-hailing platforms to experiment with different business models. This study analyzes whether a ride-hailing platform should adopt a closed business model, that is, serving riders only with platform-owned vehicles, or an open business model, that is, allowing private vehicles to utilize the platform to provide services. Special attention is paid to the impact of uneven demand during a day; thus, the game-theoretical model we develop features a two-period framework with normal and surge periods. Analytical results reveal that the open business model leads to more service supply (supply-augmenting effect) and a lower price increase (price discrimination–hindering effect) in the surge period, both benefiting riders. It also reduces the number of idle vehicles in the normal period, thus resulting in more efficient utilization of vehicle resources. These effects jointly lead to higher social welfare under the open business model. Interestingly, the platform does not always benefit from adopting the open business model, and a higher level of demand surge has nonmonotonic impacts on the optimality of this model. In sum, the open business model always benefits the riders, private drivers, and the society as a whole, but it may not be more profitable for the platform. This interesting result calls for policymakers to incentivize the platform so that it adopts the open business model instead of the closed one.

2. 群体消费如何影响优惠券获取和赎回：线上团购中线下集聚的调节作用

原标题：How Group Consumption Affects Coupon Acquisition and Redemption: The Moderating Role of Offline Agglomeration in Online Group Buying

期刊：Journal of Operations Management

作者：Xiayu Chen, Ruolin Ding, Shaobo Wei, Guanyi Lu

出版时间：2025-03-19

DOI：10.1002/joom.1357

摘要：

当地商家纷纷实施优惠券促销，吸引消费流量，提升产品销量。借助信号传递理论，本文考察了优惠券（即群体消费）的社会特征如何影响优惠券获取和后续优惠券赎回，以及这种关系如何进一步受到线下集聚（即密度和产品集聚）的影响。具体而言，我们认为，群体消费增加了优惠券获得，进而增加了优惠券赎回，优惠券获得在关系中起到了中介作用。然而，这些关系取决于线下集聚信号。利用一个著名团购平台的大型面板数据集，我们收集了121909个观察数据来检验我们的理论模型。研究结果显示，群体消费与优惠券获取正相关，优惠券获取与赎回正相关，而群体消费与优惠券赎回的关系完全由优惠券获取中介。此外，我们发现群体消费对优惠券获取的影响因密度集聚而增强，但因产品集聚而减弱。购票对赎回的影响因密度集聚而增强。这些发现为寻求优化优惠券促销的当地商家提供了有价值的启示。

Abstract: 

Local merchants have implemented coupon promotions to attract consumer traffic and improve product sales. Drawing upon signaling theory, this paper examines how a social characteristic of a coupon (i.e., group consumption) influences coupon acquisition and subsequent coupon redemption, along with how such relationships are further influenced by offline agglomeration (i.e., density and product agglomeration). Specifically, we argue that group consumption increases coupon acquisition, which in turn increases coupon redemption, with coupon acquisition serving as a mediator in the relationship. These relationships, however, are contingent upon offline agglomeration signals. Using a large panel data set from a prominent group buying platform, we collect 121,909 observations to test our theoretical model. The findings reveal a positive relationship between group consumption and coupon acquisition and a positive relationship between coupon acquisition and redemption, while the relationship between group consumption and coupon redemption is fully mediated by coupon acquisition. Furthermore, we find that the effect of group consumption on coupon acquisition is strengthened by density agglomeration but attenuated by product agglomeration. The effect of coupon acquisition on redemption is reinforced by density agglomeration. These findings offer valuable implications for local merchants who are seeking to optimize their coupon promotions.

3. 企业制度常规创新运用：变革管理杠杆错综复杂、制度特色、监管重点

原标题：Routine and Innovative Use of Enterprise System: Intricacy of Change Management Levers, System Characteristics, and Regulatory Focus

期刊：Information Systems Research

作者：Shaobo Wei, Weiling Ke, Chuan-Hoo Tan

出版时间：2025-03-07

DOI：10.1287/isre.2022.0160

摘要：

企业系统（ESs）的成功取决于员工将这些系统集成到日常任务中的能力，包括常规和创新用途。本研究提出了一个基于情境特定理论框架的模型，该模型考察了使用情境（领导风格和支持结构）、系统特征（模块化和复杂性）和用户特征（情境监管重点）在塑造员工使用（常规和创新使用）方面的相互作用。利用一家实施以客户关系为中心的ES的大型公司员工和经理的纵向实地调查数据，我们确定了三个关键发现。首先，领导风格（交易型与转型型）和支持结构（非个人型与个人型）通过情境监管重点（预防与促进）影响ES使用，形成了不同的路径。其次，系统特征表现出不同的调节效应：系统模块化加强了预防重点与常规ES使用之间的关系。然而，它对推广重点与创新ES使用之间的关系没有显著影响。相比之下，系统复杂性弱化了预防重点与常规ES使用之间的关系，同时强化了推广重点与创新ES使用之间的关系。第三，常规和创新型ES使用对工作结果的影响存在差异，包括领导者评价的工作绩效和员工自我评价的工作满意度。总之，组织应该定制变革管理杠杆，考虑系统设计的细微差别，并承认个人监管重点，以最大限度地发挥ES潜力，改善员工成果。文中讨论了理论贡献和管理启示。

Abstract: 

The success of enterprise systems (ESs) hinges on employees’ ability to integrate these systems into their daily tasks, encompassing both routine and innovative uses. This study proposes a model based on the context-specific theorization framework that examines the interplay between usage context (leadership styles and support structures), system characteristics (modularity and complexity), and user characteristics (situational regulatory focus) in shaping employees’ ES usage (routine and innovative uses). Using longitudinal field survey data from employees and managers at a large company implementing a customer-relationship-centric ES, we identify three key findings. First, distinct paths emerge from leadership styles (transactional versus transformational) and support structures (impersonal versus personal) that influence ES use through situational regulatory focus (prevention versus promotion). Second, system characteristics exhibit varying moderating effects: system modularity strengthens the relationship between prevention focus and routine ES use. However, it has no significant effect on the relationship between promotion focus and innovative ES use. In contrast, system complexity weakens the relationship between prevention focus and routine ES use while strengthening the relationship between promotion focus and innovative ES use. Third, routine and innovative ES use differentially influence job outcomes, including leader-rated job performance and employee self-evaluated job satisfaction. In summary, organizations should tailor change management levers, consider system design nuances, and acknowledge individual regulatory focus to maximize ES potential and improve employee outcomes. Theoretical contributions and managerial implications are discussed.

4. 样本选择偏差下的在线学习

原标题：Online Learning with Sample Selection Bias

期刊：Operations Research

作者：Divya Singhvi, Somya Singhvi

出版时间：2025-03-19

DOI：10.1287/opre.2023.0223

摘要：

我们考虑在线平台个性化推荐的问题，用户偏好未知，用户通过一系列顺序决策（如视频平台点击观看或捐赠平台点击捐赠）与平台互动。该平台旨在最大化最终结果（如视频平台观看时长或捐赠平台捐赠）。但平台只对完成第一阶段的用户（点击推荐）观察最终结果。对于未完成第一阶段（未点击推荐）的用户，最终结果仍未被观察到（也称为漏斗）。这种对结果的审查造成了选择偏差问题，因为在不同阶段观察到的结果往往是相关的。我们证明，不考虑这种选择偏差会导致偏差估计和次优建议。事实上，性能良好的个性化学习算法表现不佳，在这种情况下会招致线性遗憾。因此，我们提出了样本选择bandit（SSB）算法，该算法将Heckman的两步估计与“不确定性下的乐观主义”原则相结合，以解决样本选择偏差问题。我们证明了SSB算法实现了的速率最优后悔率（可达对数项）。此外，我们还对从GoFundMe（众筹平台）收集的合成数据和真实捐赠数据进行了广泛的数值实验，证明在这种环境下，相对于基准的最新学习算法有显著的改进。

Abstract: 

We consider the problem of personalized recommendations on online platforms, where user preferences are unknown, and users interact with the platform through a series of sequential decisions (such as clicking to watch on video platforms or clicking to donate on donation platforms). The platform aims to maximize the final outcome (e.g., viewing duration on video platforms or donations on donation platforms). However, the platform only observes the final outcome for users who complete the first stage (clicking on the recommendation). The final outcome for users who do not complete the first stage (not clicking on the recommendation) remains unobserved (also referred to as funneling). This censoring of outcomes creates a selection bias issue, as the observed outcomes at different stages are often correlated. We demonstrate that failing to account for this selection bias results in biased estimates and suboptimal recommendations. In fact, well-performing personalized learning algorithms perform poorly and incur linear regret in this setting. Therefore, we propose the sample selection bandit (SSB) algorithm, which combines Heckman’s two-step estimator with the “optimism under uncertainty” principle to address the sample selection bias issue. We show that the SSB algorithm achieves a rate-optimal regret rate (up to logarithmic terms) of. Furthermore, we conduct extensive numerical experiments on both synthetic data and real donation data collected from GoFundMe (a crowdfunding platform), demonstrating significant improvements over benchmark state-of-the-art learning algorithms in this setting.

5. 赞助搜索广告是否增强了有机搜索？来自电商平台的证据

原标题：Does Sponsored Search Advertising Augment Organic Search? Evidence from an E-Commerce Platform

期刊：Management Science

作者：Sarah Moshary

出版时间：2025-03-28

DOI：10.1287/mnsc.2024.04792

摘要：

本文以一家未具名电商平台为例，对赞助搜索广告的表现提供了实证证据。我利用了一项实地实验，阻止了3%网站访问者的所有赞助搜索广告。实验表明，赞助搜索广告既从有机挂牌中窃取业务，也降低了平台中介的交易总量。然而，在这个案例研究中，我发现赞助搜索对平台来说仍然是有利可图的，因为广告收入超过了平台在交易中赚取的佣金减少的补偿。

Abstract: 

This paper provides empirical evidence on the performance of sponsored search advertising in a case study of an unnamed e-commerce platform. I leverage a field experiment that blocks all sponsored search advertising for 3% of site visitors. The experiment shows that sponsored search advertising both steals business from organic listings and also reduces the total volume of transactions intermediated by the platform. However, in this case study, I find that sponsored search is nonetheless profitable for the platform because ad revenue more than compensates for the reduction in commissions that the platform earns on transactions.

6. 区块链技术提供商的成败：创始人的力量，超越区块链探索和集中决策

原标题：Success and Failure of Blockchain Technology Providers: Founders’ Power, Beyond-Blockchain Exploration and Centralized Decision-Making

期刊：Journal of Operations Management

作者：Yuanzhu Zhan, Andy C. L. Yeung, Kim Hua Tan, Yu Xiong, Xinjie Xing, Fei Ye

出版时间：2025-03-25

DOI：10.1002/joom.1364

摘要：

尽管越来越关注运营和供应链内部的区块链采用，但这些举措表现出极高的失败率，许多未能实现可持续的成功。为什么企业区块链采用很容易失败？在我们对五家为运营和供应链提供区块链服务的技术供应商的归纳案例研究中，我们研究了创始人的权力（即专家、声望和所有权）如何塑造管理行为，从而建立区块链认知，并影响利益相关者采取战略。我们的研究结果显示，高业绩案例积极寻求区块链生态系统之外的服务设计灵感，采用集中决策方式，关键战略决策由内部做出。相比之下，由于区块链内探索和分散决策，表现不佳的案例举步维艰，导致实施较慢，可扩展性有限。此外，我们发现创始人在区块链采用中的行为，通过业绩评估和互动，被公司成员接纳，塑造组织实践和文化，最终决定区块链技术提供商的成败。本研究扩展了前人在创始人权力与区块链文献交叉点的研究，提出了关于不同创始人权力来源如何导致不同管理行为、影响区块链采用结果成败的命题。

Abstract: 

Despite a growing focus on blockchain adoption within operations and supply chains, these initiatives exhibit an exceedingly high failure rate, with many failing to achieve sustainable success. Why are enterprise blockchain adoptions highly susceptible to failure? In our inductive case study of five technology providers offering blockchain services for operations and supply chains, we examine how founders' power (i.e., expert, prestige, and ownership) shapes management behaviors that build blockchain perceptions and influence stakeholders toward strategic adoption. Our findings reveal that high-performing cases actively seek inspiration beyond the blockchain ecosystem for service designs and adopt a centralized decision-making approach where key strategic decisions are made internally. In contrast, low-performing cases struggle due to within-blockchain exploration and decentralized decision-making, leading to slower implementation and limited scalability. Furthermore, we find that founders' behaviors in blockchain adoption are embraced by firm members through performance evaluation and interactions, shaping organizational practices and culture, ultimately determining the success or failure of blockchain technology providers. This study extends previous research at the intersection of founders' power and blockchain literature by developing propositions about how different sources of founders' power lead to distinct management behaviors, influencing the success or failure of blockchain adoption outcomes.

7. 全渠道履行绩效的演进：杂货零售业的深度案例研究

原标题：Evolutions of Omni-Channel Fulfillment Performance: An In-Depth Case Study in Grocery Retailing

期刊：Journal of Operations Management

作者：Stuart Milligan, Iain Davies, Baris Yalabik, Melih Celik, Brian Squire

出版时间：2025-03-21

DOI：10.1002/joom.1362

摘要：

全渠道策略的迅速采用，促使杂货零售商重新配置后端履行业务，高效、有效地满足线上线下零售渠道的需求。我们将全渠道杂货零售中的后端履行操作视为一个复杂的适应系统，对全球领先的杂货零售商在英国的运营进行了为期八年的多方法案例研究。在此期间，在线销售额占总销售额的比例显著增长。我们观察到后端履行复杂适应系统中的四种演变，以响应与在线销售增长相关的运营需求。复杂适应系统理论认为，这种进化最终应该导致一种均衡状态，在这种状态下，系统被重新配置以有效和高效地响应市场。然而，我们观察到这一平衡从未实现，并提出这一结果来自两种对立且不可调和的环境能量，阻止了最佳适应。我们利用深度访谈和来自该组织的专有实践数据集，揭示了从环境中输入冲突能量的含义，并根据悖论理论提出了三种策略，以在复杂适应系统中协调这些能量。

Abstract: 

The rapid adoption of omni-channel strategies has prompted grocery retailers to reconfigure their back-end fulfillment operations to efficiently and effectively meet the demands of online and offline retail channels. Viewing back-end fulfillment operations in omni-channel grocery retail as a complex adaptive system, we present an eight-year multi-method case study of the UK operations of a leading global grocery retailer. Over this period the share of online sales significantly grew as proportion of overall sales. We observe four evolutions in the back-end fulfillment complex adaptive system to respond to the operational demands associated with increasing online sales. Complex adaptive systems theory suggests that such evolutions should eventually lead to a state of equilibrium, where the system is reconfigured to effectively and efficiently respond to the market. However, we observe that this equilibrium was never achieved and propose this results from two opposing and irreconcilable environmental energies preventing optimal adaptation. Drawing on both in-depth interviews and a proprietary fulfillment dataset from the organization, we expose the implications of conflicting energies being imported from the environment, and propose three strategies, drawn from paradox theory, for reconciling these energies within a complex adaptive system.