A business model for medical subspecialty training in South Africa
- Dalmeyer, Johannes Paulus Franciscus
- Authors: Dalmeyer, Johannes Paulus Franciscus
- Date: 2015
- Subjects: Health care teams -- Training of -- South Africa , Medical care -- Needs assessment -- South Africa , Evidence-based medicine -- South Africa
- Language: English
- Type: Thesis , Doctoral , DPhil
- Identifier: http://hdl.handle.net/10948/3508 , vital:20437
- Description: The shortage of healthcare workers and doctors in the developing world compared to the developed world is a problem, and will continue to be so, due to the continual migration of qualified professionals and the inability of the state to remedy these shortfalls. A shortage of healthcare workers and specialist doctors will seriously hamper the Government’s National Health Insurance (NHI) plan, as well as the sustainability of the private health care sector. In addition, the duration of medical training in South Africa is exceptionally long. The three major hospital groups and other private corporates have over the last number of years taken limited initiative to fund education projects in conjunction with the academic institutions. However, these projects have been poorly focused and have been managed in an unstructured and detached manner. There is a desire from the private sector to get involved in these projects on a much larger scale through more formalised structures. Given this background, the primary objective of this research is to develop a business model for medical subspecialty training to complement the current academic subspecialty training in South Africa. A trial model for training subspecialists in reproductive medicine was developed as a first attempt to address the threatening shortages and training duration. This trial programme is the basis of this research. A two-phased process was used in collecting data. In Phase 1 data was collected from stakeholder groups. The results of this survey assisted in generating variables to include in the measuring instrument for the survey in Phase 2. In Phase 2 the perceptions and expectations of sub-specialists (reproductive subspecialists and cardiologists) regarding sub-specialty training was collected. The results of the demographic variables confirm the aging profile of subspecialist and the need to ensure succession. The results further showed that cardiologists and reproductive subspecialist expectations of the training of subspecialists are very similar except for their expectations on the training duration. Reproductive subspecialist respondents agreed more than cardiology subspecialist respondents that the training duration is too long. The biggest gap between perceptions and expectations is also with the factor training. The results showed that the expectations of subspecialists are not met for training. From these results a business model for the training of medical subspecialists is proposed. This proposed business model can play a complementary role to the existing state controlled system and form the bases of Public Private Partnerships (PPP) in medical training. This proposed business model will fit a developing country were the focus is on primary healthcare, with financial and capacity constraints. The proposed model would require role players to bring about change to accommodate a larger scale Public Private Partnership (PPP) to ensure the implementation of the model. The proposed decentralised business model for training subspecialists would allow the trainee subspecialist to practise as a specialist thus maintaining an acceptable income, and enable an expedited completion and lead to a wider dissemination of medical expertise that can be delivered in a wider national foot print. It further will provide for a structured Public Private Partnership.
- Full Text:
- Date Issued: 2015
- Authors: Dalmeyer, Johannes Paulus Franciscus
- Date: 2015
- Subjects: Health care teams -- Training of -- South Africa , Medical care -- Needs assessment -- South Africa , Evidence-based medicine -- South Africa
- Language: English
- Type: Thesis , Doctoral , DPhil
- Identifier: http://hdl.handle.net/10948/3508 , vital:20437
- Description: The shortage of healthcare workers and doctors in the developing world compared to the developed world is a problem, and will continue to be so, due to the continual migration of qualified professionals and the inability of the state to remedy these shortfalls. A shortage of healthcare workers and specialist doctors will seriously hamper the Government’s National Health Insurance (NHI) plan, as well as the sustainability of the private health care sector. In addition, the duration of medical training in South Africa is exceptionally long. The three major hospital groups and other private corporates have over the last number of years taken limited initiative to fund education projects in conjunction with the academic institutions. However, these projects have been poorly focused and have been managed in an unstructured and detached manner. There is a desire from the private sector to get involved in these projects on a much larger scale through more formalised structures. Given this background, the primary objective of this research is to develop a business model for medical subspecialty training to complement the current academic subspecialty training in South Africa. A trial model for training subspecialists in reproductive medicine was developed as a first attempt to address the threatening shortages and training duration. This trial programme is the basis of this research. A two-phased process was used in collecting data. In Phase 1 data was collected from stakeholder groups. The results of this survey assisted in generating variables to include in the measuring instrument for the survey in Phase 2. In Phase 2 the perceptions and expectations of sub-specialists (reproductive subspecialists and cardiologists) regarding sub-specialty training was collected. The results of the demographic variables confirm the aging profile of subspecialist and the need to ensure succession. The results further showed that cardiologists and reproductive subspecialist expectations of the training of subspecialists are very similar except for their expectations on the training duration. Reproductive subspecialist respondents agreed more than cardiology subspecialist respondents that the training duration is too long. The biggest gap between perceptions and expectations is also with the factor training. The results showed that the expectations of subspecialists are not met for training. From these results a business model for the training of medical subspecialists is proposed. This proposed business model can play a complementary role to the existing state controlled system and form the bases of Public Private Partnerships (PPP) in medical training. This proposed business model will fit a developing country were the focus is on primary healthcare, with financial and capacity constraints. The proposed model would require role players to bring about change to accommodate a larger scale Public Private Partnership (PPP) to ensure the implementation of the model. The proposed decentralised business model for training subspecialists would allow the trainee subspecialist to practise as a specialist thus maintaining an acceptable income, and enable an expedited completion and lead to a wider dissemination of medical expertise that can be delivered in a wider national foot print. It further will provide for a structured Public Private Partnership.
- Full Text:
- Date Issued: 2015
A critical assessment of responsible tourism practices: a case study of Stormsriver adventures
- Authors: Van Zyl, Shireen Rosemary
- Date: 2015
- Subjects: Sustainable tourism , Tourism -- Management , Economic development
- Language: English
- Type: Thesis , Doctoral , DPhil
- Identifier: http://hdl.handle.net/10948/4954 , vital:20770
- Description: The research problem was based on the private sector implementation of Responsible Tourism, since 1996, perceived to be slow and challenging (Frey & George, 2010: 107). The South Africa Government proposed Responsible Tourism as the guiding principle for sustainable tourism development (Goodwin, 2011: 138). The problem is compounded by shortcomings identified in the nature of the research conducted about tourism and communities and the methodologies used. Tourism-Community relationships Theory was applied as the conceptual framework of the study. This theory advocates a holistic approach when conducting research about the impacts of tourism, encompassing community perspectives, attitudes, reactions and considerations for the future development and control of tourism (Pearce, Moscardo & Ross, 1996: 2). The insights gained contributed an emic understanding of the keyinformants’ perspectives imparted in their own language. This study is located in the Interpretevist paradigm, underpinned by Constructivist philosophy. Meaning is created through the reality of key-informants, their perspectives and the interaction of individuals in a community (Cresswell, 2014: 8). The Instrumental Case Study Approach (Stake, 1995) contributed an etic perspective in terms of the researcher’s interpretations. The single, qualitative case was applied to gain deeper insights about the phenomenon of Responsible tourism. The case investigated was Stormsriver Adventures (SRA), an eco-adventure tourism business in the Tsitsikamma tourism destination in the Eastern Cape region of South Africa. SRA is reputed to be business best practice in its implementation of Responsible Tourism. Data triangulation was established through multiple methods of data collection, namely in-depth interviews with key-informants, documentation sourced from them and researcher observation. Data analysis methods, namely direct interpretation, categorical aggregation, pattern seeking and naturalistic generalisations (Stake, 1995), were used. The member checking process assisted with establishing data triangulation as keyinformants corroborated or dispelled the researcher’s interpretation of data. Findings were structured according to within-case themes, namely SRA’s perspective of its Responsible Tourism practices, the community’s perspective of SRA’s Responsible Tourism practices and perspectives about the future development and control of tourism. The study contributes new theoretical insights through applying the inductive approach to selected findings. Findings indicate that the perspectives of the community are divided. SRA keyinformants conveyed positive economic, social and environmental impacts of SRA’s Responsible Tourism practices. Key-informants not directly linked to SRA raised negative economic impacts and questioned the accuracy of SRA’s marketing messages. Within-case conclusions are that it is not the responsibility of one tourism business that practices Responsible Tourism to achieve sustainability within the tourism destination. To this end it is recommended that SRA and the community find common ground and that the misunderstandings that exist, be addressed. The study concludes that in order to achieve successful Responsible Tourism- Community Relationships, a holistically and integrated approach is required. To this end the recommendations made provide an implementation framework within the context of a tourism destination. The study adds value to the field knowledge about the implementation of Responsible Tourism by the private sector in South Africa and also contributes new knowledge to the field of tourism in terms of the particular methodology used.
- Full Text:
- Date Issued: 2015
- Authors: Van Zyl, Shireen Rosemary
- Date: 2015
- Subjects: Sustainable tourism , Tourism -- Management , Economic development
- Language: English
- Type: Thesis , Doctoral , DPhil
- Identifier: http://hdl.handle.net/10948/4954 , vital:20770
- Description: The research problem was based on the private sector implementation of Responsible Tourism, since 1996, perceived to be slow and challenging (Frey & George, 2010: 107). The South Africa Government proposed Responsible Tourism as the guiding principle for sustainable tourism development (Goodwin, 2011: 138). The problem is compounded by shortcomings identified in the nature of the research conducted about tourism and communities and the methodologies used. Tourism-Community relationships Theory was applied as the conceptual framework of the study. This theory advocates a holistic approach when conducting research about the impacts of tourism, encompassing community perspectives, attitudes, reactions and considerations for the future development and control of tourism (Pearce, Moscardo & Ross, 1996: 2). The insights gained contributed an emic understanding of the keyinformants’ perspectives imparted in their own language. This study is located in the Interpretevist paradigm, underpinned by Constructivist philosophy. Meaning is created through the reality of key-informants, their perspectives and the interaction of individuals in a community (Cresswell, 2014: 8). The Instrumental Case Study Approach (Stake, 1995) contributed an etic perspective in terms of the researcher’s interpretations. The single, qualitative case was applied to gain deeper insights about the phenomenon of Responsible tourism. The case investigated was Stormsriver Adventures (SRA), an eco-adventure tourism business in the Tsitsikamma tourism destination in the Eastern Cape region of South Africa. SRA is reputed to be business best practice in its implementation of Responsible Tourism. Data triangulation was established through multiple methods of data collection, namely in-depth interviews with key-informants, documentation sourced from them and researcher observation. Data analysis methods, namely direct interpretation, categorical aggregation, pattern seeking and naturalistic generalisations (Stake, 1995), were used. The member checking process assisted with establishing data triangulation as keyinformants corroborated or dispelled the researcher’s interpretation of data. Findings were structured according to within-case themes, namely SRA’s perspective of its Responsible Tourism practices, the community’s perspective of SRA’s Responsible Tourism practices and perspectives about the future development and control of tourism. The study contributes new theoretical insights through applying the inductive approach to selected findings. Findings indicate that the perspectives of the community are divided. SRA keyinformants conveyed positive economic, social and environmental impacts of SRA’s Responsible Tourism practices. Key-informants not directly linked to SRA raised negative economic impacts and questioned the accuracy of SRA’s marketing messages. Within-case conclusions are that it is not the responsibility of one tourism business that practices Responsible Tourism to achieve sustainability within the tourism destination. To this end it is recommended that SRA and the community find common ground and that the misunderstandings that exist, be addressed. The study concludes that in order to achieve successful Responsible Tourism- Community Relationships, a holistically and integrated approach is required. To this end the recommendations made provide an implementation framework within the context of a tourism destination. The study adds value to the field knowledge about the implementation of Responsible Tourism by the private sector in South Africa and also contributes new knowledge to the field of tourism in terms of the particular methodology used.
- Full Text:
- Date Issued: 2015
A proposed framework for mentoring in black-owned small businesses in South Africa
- Authors: Matabooe, Makatleho Julia
- Date: 2015
- Subjects: Mentoring in business -- South Africa , Small business -- South Africa
- Language: English
- Type: Thesis , Doctoral , DPhil
- Identifier: http://hdl.handle.net/10948/6520 , vital:21101
- Description: In view of the important role that small businesses play in the economic development of most economies in the world, including South Africa (Adeniran & Johnston, 2012:4088; Kongolo, 2010:2290), as well as the survival challenges that they face, the purpose of this study was to propose a framework for effective mentoring. This framework can be used to develop the business management skills of black small business owner–managers which will eventually increase the survival of small businesses in South Africa. As such, the primary objective of this study was to gain an understanding of the conditions required for effective mentoring of black-owned small businesses by empirically identifying the factors that influence effective mentoring of these businesses. If mentoring programmes for black-owned small businesses can be effective, the high failure rate of these businesses could be reduced, which may influence the South African economy positively. This study sought to review previous findings and theories on mentoring and small business development, and then contextualise these to black-owned small businesses. A comprehensive literature review revealed potential factors which could influence the effectiveness of mentoring of black-owned small businesses. Four categories of these factors were identified, namely relational-based, non-relational based, cultural and demographical factors. These factors guided the collection of primary data in this study.
- Full Text:
- Date Issued: 2015
- Authors: Matabooe, Makatleho Julia
- Date: 2015
- Subjects: Mentoring in business -- South Africa , Small business -- South Africa
- Language: English
- Type: Thesis , Doctoral , DPhil
- Identifier: http://hdl.handle.net/10948/6520 , vital:21101
- Description: In view of the important role that small businesses play in the economic development of most economies in the world, including South Africa (Adeniran & Johnston, 2012:4088; Kongolo, 2010:2290), as well as the survival challenges that they face, the purpose of this study was to propose a framework for effective mentoring. This framework can be used to develop the business management skills of black small business owner–managers which will eventually increase the survival of small businesses in South Africa. As such, the primary objective of this study was to gain an understanding of the conditions required for effective mentoring of black-owned small businesses by empirically identifying the factors that influence effective mentoring of these businesses. If mentoring programmes for black-owned small businesses can be effective, the high failure rate of these businesses could be reduced, which may influence the South African economy positively. This study sought to review previous findings and theories on mentoring and small business development, and then contextualise these to black-owned small businesses. A comprehensive literature review revealed potential factors which could influence the effectiveness of mentoring of black-owned small businesses. Four categories of these factors were identified, namely relational-based, non-relational based, cultural and demographical factors. These factors guided the collection of primary data in this study.
- Full Text:
- Date Issued: 2015
A proposed theory of war economies and supporting policy framework for dismantling war economies in Sub-Saharan Africa
- Liebenberg, Frederick Sybert
- Authors: Liebenberg, Frederick Sybert
- Date: 2015
- Subjects: Africa, Sub-Saharan -- Economic policy , Military occupation -- Economic aspects -- Africa, Sub-Saharan , War-time economies
- Language: English
- Type: Thesis , Doctoral , DPhil
- Identifier: http://hdl.handle.net/10948/3235 , vital:20414
- Description: Utilising the Grounded Theory Research Method, this study identified a range of open, axial and selective codes, through a literature review, which resulted in the formulation of a proposed theory of how war economies are formed and maintained. Based on the theoretical proposition of the proposed theory, a policy framework for dismantling such war economies was also developed and presented. The proposed theory of war economies essentially argues that war economies are formed in post-colonial sub-Saharan Africa because of the existence of an artificial state. The existence of an artificial state is ascribed to the emerging legacies of colonial state formation processes, which created failed state entities which are unable to produce public goods for all its citizens because of its inability to maintain a monopoly of violence whilst maintain full administrative control over its territory. This inability results in an increase in the vulnerability of state and non-state actors. In response to these vulnerabilities, both state and non-state actors established a range of parallel political, economic and military structures. These structures in turn made use of both network and resource capacities to create an environment where politics are economised and conflict is commercialised, in order to mitigate the impacts of state failure and the inability to produce public goods. The result of the creation of an environment where politics are economised and conflict is commercialised, is the creation of incentives, structures and processes to ensure that conflict and associated conditions of instability are sustained in order to ensure primitive accumulation of wealth and resources. Based on the core theoretical proposition of the proposed theory, the study also presents a broad policy framework for dismantling war economies. In broad terms the framework proposes an integrated state-building process, based on a range of policy mechanisms aimed at maintaining a monopoly over violence, increasing administrative control, dismantling conflict networks and ensuring effective and efficient resource management.
- Full Text:
- Date Issued: 2015
- Authors: Liebenberg, Frederick Sybert
- Date: 2015
- Subjects: Africa, Sub-Saharan -- Economic policy , Military occupation -- Economic aspects -- Africa, Sub-Saharan , War-time economies
- Language: English
- Type: Thesis , Doctoral , DPhil
- Identifier: http://hdl.handle.net/10948/3235 , vital:20414
- Description: Utilising the Grounded Theory Research Method, this study identified a range of open, axial and selective codes, through a literature review, which resulted in the formulation of a proposed theory of how war economies are formed and maintained. Based on the theoretical proposition of the proposed theory, a policy framework for dismantling such war economies was also developed and presented. The proposed theory of war economies essentially argues that war economies are formed in post-colonial sub-Saharan Africa because of the existence of an artificial state. The existence of an artificial state is ascribed to the emerging legacies of colonial state formation processes, which created failed state entities which are unable to produce public goods for all its citizens because of its inability to maintain a monopoly of violence whilst maintain full administrative control over its territory. This inability results in an increase in the vulnerability of state and non-state actors. In response to these vulnerabilities, both state and non-state actors established a range of parallel political, economic and military structures. These structures in turn made use of both network and resource capacities to create an environment where politics are economised and conflict is commercialised, in order to mitigate the impacts of state failure and the inability to produce public goods. The result of the creation of an environment where politics are economised and conflict is commercialised, is the creation of incentives, structures and processes to ensure that conflict and associated conditions of instability are sustained in order to ensure primitive accumulation of wealth and resources. Based on the core theoretical proposition of the proposed theory, the study also presents a broad policy framework for dismantling war economies. In broad terms the framework proposes an integrated state-building process, based on a range of policy mechanisms aimed at maintaining a monopoly over violence, increasing administrative control, dismantling conflict networks and ensuring effective and efficient resource management.
- Full Text:
- Date Issued: 2015
An international study on the influence of intrinsic rewards on the intrinsic motivation, work engagement and retention of employees in non-profit organisations
- Authors: Renard, Michelle
- Date: 2015
- Subjects: Employee motivation , Achievement motivation , Organisational behaviour
- Language: English
- Type: Thesis , Doctoral , DPhil
- Identifier: http://hdl.handle.net/10948/5148 , vital:20815
- Description: The primary objective of this thesis was to investigate whether intrinsic rewards play a role in the intrinsic motivation, work engagement and retention of employees working within non-profit organisations in Australia, Belgium, South Africa and the United States of America. It therefore served to form a cross-cultural comparison between employees from these four geographically dispersed yet culturally similar countries. A further aim was to determine whether demographic differences occurred across the four constructs studied. In order to achieve these objectives, a theoretical model was constructed to highlight the relationships between the constructs under study. The study made use of both qualitative and quantitative research to achieve the above-mentioned objectives. As a result of the data obtained from 15 qualitative interviews conducted with non-profit employees in Belgium and South Africa, two measuring instruments, namely the Intrinsic Work Rewards Scale and the Intrinsic Work Motivation Scale, were developed to assess intrinsic rewards and intrinsic motivation respectively. These measuring instruments were qualitatively piloted on a sample of academics and non-profit employees, and were translated from English into Dutch for use on the Belgian sample. Once these instruments had been refined, they were combined with instruments to measure work engagement and intention to quit to form a composite questionnaire. This questionnaire was completed electronically by 587 non-profit employees from the four countries under study. Data analysis was conducted in the form of descriptive and inferential statistics, including frequency tables, Cronbach’s alpha testing, exploratory and confirmatory factor analysis, Pearson’s Product Moment Correlations, chi-square tests, t-tests, analysis of variance and structural equation modelling. The quantitative findings showed that intrinsic rewards lead to higher levels of intrinsic motivation, which in turn causes higher levels of work engagement and lower levels of intention to quit. Intrinsic rewards were also found directly to predict a reduction in employees’ intentions to quit their non-profit organisations, and work engagement directly predicted an increase in intention to quit. From a cross-cultural perspective, practically significant inter-country differences were discovered across the intrinsic rewards of meaningful work and challenging work; across intrinsic motivation and its three dimensions (personal connection to one’s work, personal desire to make a difference, and personal desire to perform); and across work engagement and its three factors (absorption, dedication and vigour). In addition to these inter-country results, age and job level differences were discovered across the four constructs under study, together with significant correlations between the four constructs. The Intrinsic Work Rewards Scale and the Intrinsic Work Motivation Scale were successfully validated in both English and Dutch in this study, with a number of forms of validity being confirmed through factor analyses and correlations. Reliability was proven through satisfactory Cronbach’s alpha values being obtained for both language versions of the instruments. These results theoretically contribute to literature pertaining to intrinsic rewards and intrinsic motivation as a result of the development of two measuring instruments that were empirically validated to assess these constructs. Furthermore, the results make a valuable contribution to the field of rewards management globally. This study’s findings provide evidence for causal relationships between four constructs not previously tested empirically, specifically within Australia, Belgium, South Africa and the United States of America. Consequently, this study’s results hold important implications for the management of non-profit employees worldwide.
- Full Text:
- Date Issued: 2015
- Authors: Renard, Michelle
- Date: 2015
- Subjects: Employee motivation , Achievement motivation , Organisational behaviour
- Language: English
- Type: Thesis , Doctoral , DPhil
- Identifier: http://hdl.handle.net/10948/5148 , vital:20815
- Description: The primary objective of this thesis was to investigate whether intrinsic rewards play a role in the intrinsic motivation, work engagement and retention of employees working within non-profit organisations in Australia, Belgium, South Africa and the United States of America. It therefore served to form a cross-cultural comparison between employees from these four geographically dispersed yet culturally similar countries. A further aim was to determine whether demographic differences occurred across the four constructs studied. In order to achieve these objectives, a theoretical model was constructed to highlight the relationships between the constructs under study. The study made use of both qualitative and quantitative research to achieve the above-mentioned objectives. As a result of the data obtained from 15 qualitative interviews conducted with non-profit employees in Belgium and South Africa, two measuring instruments, namely the Intrinsic Work Rewards Scale and the Intrinsic Work Motivation Scale, were developed to assess intrinsic rewards and intrinsic motivation respectively. These measuring instruments were qualitatively piloted on a sample of academics and non-profit employees, and were translated from English into Dutch for use on the Belgian sample. Once these instruments had been refined, they were combined with instruments to measure work engagement and intention to quit to form a composite questionnaire. This questionnaire was completed electronically by 587 non-profit employees from the four countries under study. Data analysis was conducted in the form of descriptive and inferential statistics, including frequency tables, Cronbach’s alpha testing, exploratory and confirmatory factor analysis, Pearson’s Product Moment Correlations, chi-square tests, t-tests, analysis of variance and structural equation modelling. The quantitative findings showed that intrinsic rewards lead to higher levels of intrinsic motivation, which in turn causes higher levels of work engagement and lower levels of intention to quit. Intrinsic rewards were also found directly to predict a reduction in employees’ intentions to quit their non-profit organisations, and work engagement directly predicted an increase in intention to quit. From a cross-cultural perspective, practically significant inter-country differences were discovered across the intrinsic rewards of meaningful work and challenging work; across intrinsic motivation and its three dimensions (personal connection to one’s work, personal desire to make a difference, and personal desire to perform); and across work engagement and its three factors (absorption, dedication and vigour). In addition to these inter-country results, age and job level differences were discovered across the four constructs under study, together with significant correlations between the four constructs. The Intrinsic Work Rewards Scale and the Intrinsic Work Motivation Scale were successfully validated in both English and Dutch in this study, with a number of forms of validity being confirmed through factor analyses and correlations. Reliability was proven through satisfactory Cronbach’s alpha values being obtained for both language versions of the instruments. These results theoretically contribute to literature pertaining to intrinsic rewards and intrinsic motivation as a result of the development of two measuring instruments that were empirically validated to assess these constructs. Furthermore, the results make a valuable contribution to the field of rewards management globally. This study’s findings provide evidence for causal relationships between four constructs not previously tested empirically, specifically within Australia, Belgium, South Africa and the United States of America. Consequently, this study’s results hold important implications for the management of non-profit employees worldwide.
- Full Text:
- Date Issued: 2015
Countertrade as a development tool: a comparative analytical approach
- Authors: Van Dyk, Johannes Jacobus
- Date: 2015
- Subjects: Countertrade , Countertrade -- South Africa
- Language: English
- Type: Thesis , Doctoral , DPhil
- Identifier: http://hdl.handle.net/10948/5054 , vital:20795
- Description: This study explores the consequences of defence countertrade arrangements for national development based on the South African experience in comparative perspective. Although defence countertrade has been controversial in many contexts, it is concluded that it may play a positive developmental role. This is premised on the central role governments can play in ensuring that countertrade's role in national economic development – global pressures and neo-liberalism notwithstanding – remains an important tool through which active industrial policy may be pursued. This can include developing and maintaining a defence industrial base (DIB) in those countries that have such capabilities. Countertrade occurs under two kinds of market conditions. The one is where there is a natural need for trading but it is constrained in some way, for example, by an absence of currency or an oversupply. Under these conditions countries can resort to bartering, which involves a commodity for commodity exchange and no money. The second market condition is one where countertrade is purposefully structured to secure reciprocal benefits as a condition of a commercial sales transaction - defence or civil in nature. This is referred to as leveraged procurement and manifests primarily as defence offsets involving the defence industrial base, which is the concern of this study. Around 40 per cent of countries, including South Africa, use various purposely structured government procurement programmes when procuring goods and services abroad. These programmes apply the principle of reciprocity through the use of internationally accepted countertrade practices that manifest in many diverse ways. Although „countertrade‘ is the collective term, it is regularly referred to as „offsets‘. Procurement leverage is used to secure some reciprocal benefit from the foreign seller (benefits sought vary from country to country). Countertrade-related practices occur widely despite the fact that the World Trade Organisation's (WTO) Agreement on Government Procurement (GPA6) rules out the use of offsets. Their use is viewed as a discriminatory procurement practice that interferes with free trade. However, the WTO allows for exceptions in the case of developing countries and also for national security and public health contracts. It is important to note that countertrade (and offset) practices, valued in billions of US Dollars, are applicable mostly to defence contracts, although becoming increasingly relevant in non-defence (i.e. civil) government procurements. This research systematically interrogated and investigated issues surrounding the origins and subsequent popular and increased use of countertrade since the 1980s. The purported negative impact of defence-related offsets on the defence industrial base (i.e. the loss or gain of jobs, technology and market share) of both the exporting and receiving countries is of particular concern to the US government and the European Union (EU). My exploratory mixed method research, together with practitioner (insider) and reflexive research approaches, culminated in a primarily descriptive, qualitative, analytical narrative. The research is further founded on structured survey questionnaires. These specific research approaches are known to be subjective and biased and I thus needed to take extra care to prevent emotive subjectivities, primarily through triangulating my findings against a variety of other views and arguments pertaining to the research question. This was done to provide for a holistic overview, and in consideration of the case study, in particular. It must be noted that South Africa has two sets of industrial participation policies and practices. One is Defence Industrial Participation (DIP) managed exclusively by Armscor, South Africa's acquisition agency, which favours pursuing defence industry development objectives. The other is the National Industrial Participation Programme (NIPP), managed independently by the Department of Trade and Industry (DTI). The NIPP is primarily focused on the civil industry with a bias towards manufacturing, investments and exports. The DIP is the focus of the case study element of this research. Since its inception in 1968, Armscor has been tasked with establishing a DIB. Until the late 1980s, this DIB made huge strides in developing unique defence equipment to cater for the harsh Southern African environment and its military operational conditions. The DIB's development was enhanced further by the various UN embargoes imposed on the former South African apartheid government. Owing to these embargoes, Armscor dealt with all its defence imports (and exports) in a clandestine manner. Armscor was the only government entity that applied countertrade from around 1988 until 1996 when the DTI introduced NIPP. During the latter part of 1996, Armscor redrafted its countertrade policy with the new DIP policy approved in early 1997. This policy was applied during the biggest arms transaction in South Africa‟s history, namely, the Strategic Defence Package (SDP). A DIP commitment of circa R15 billion resulted from the equipment bought under the SDP. This study investigated how the DIP manifested in practice from 2000 to 2012 within the DIB that involved numerous South African Defence Industry (SADI) entities. The study considered the DIB, its growth and decline, and to what extent the DIP assisted it to retain its capabilities and capacities, including the retention of jobs. Hence, parts of the case study cover issues related to the South African military complex and the SDP‟s selection process. Subsequent investigations into alleged acts of misconduct and maladministration in the selection process, fraud and corruption are also covered, although not in detail, since this matter is sub judice the outcome of the 2011 presidential appointed Arms Procurement Commission (APC) of inquiry that is anticipating completing its investigations in 2015. Although there are many derivative views on the actual defence equipment needs of the South African National Defence Force (SANDF), the study did not endeavour to analyse these views in depth as they are adequately covered in the 1996 Defence Review. Similarly, there are views expressed that South Africa paid much more for its equipment compared with similar types of equipment bought by other countries. A cost comparative analysis was not performed as the exact configuration of each type of equipment can differ substantially due to the unique operational needs of the various defence forces – the exact configuration of such equipment is not in the public domain, since it is a sovereign security concern. Despite many opposing views, it is concluded that DIP (also referred to as defence offsets) has worked for South Africa: in many ways the South African DIP practice compares favourably with internationally accepted best practices. The research‟s postulation that countertrade can be used as a possible development mechanism is therefore supported by the findings of this study that showed that DIP had a positive retention impact on the DIB, and jobs, and made a positive contribution to Gross National Product (GNP7). The study found that the 1997 DIP policy needed to be much better aligned with the broader strategic national industrial development aims and objectives, including better corroboration with the NIPP. In this respect critical inferences are made that the DIP policy primarily focused on the SADI and its capabilities, without considering its wider application in a broader industrial sense. However, in the context of the Armscor legal mandate (i.t.o. Act 57 of 1968) ensuring the establishment of a DIB in South Africa, the DIP policy was clear in its intent to specifically further the interests of only the SADI. However, the 2014 Defence Review recommends that the DIP policy should be much more focused and even prescriptive when considering specific strategic defence needs. Although DIP policy directives contain requirements for establishing strategic local capabilities and capacities that could adequately cater for logistic support, repair and maintenance of foreign produced defence equipment, this aspect was not well contracted in the 1999 SDP. There is also general consensus that foreign obligors should in future not be allowed the freedoms of choice evident in the SDP‟s DIP process, which resulted in numerous smaller companies not benefitting as was generally anticipated. Future defence contracts should not be signed without an appropriate DIP business plan. Hence, all indications are that the DIP regime in South Africa is set to become much more stringent in its application and subsequent discharge administration.
- Full Text:
- Date Issued: 2015
- Authors: Van Dyk, Johannes Jacobus
- Date: 2015
- Subjects: Countertrade , Countertrade -- South Africa
- Language: English
- Type: Thesis , Doctoral , DPhil
- Identifier: http://hdl.handle.net/10948/5054 , vital:20795
- Description: This study explores the consequences of defence countertrade arrangements for national development based on the South African experience in comparative perspective. Although defence countertrade has been controversial in many contexts, it is concluded that it may play a positive developmental role. This is premised on the central role governments can play in ensuring that countertrade's role in national economic development – global pressures and neo-liberalism notwithstanding – remains an important tool through which active industrial policy may be pursued. This can include developing and maintaining a defence industrial base (DIB) in those countries that have such capabilities. Countertrade occurs under two kinds of market conditions. The one is where there is a natural need for trading but it is constrained in some way, for example, by an absence of currency or an oversupply. Under these conditions countries can resort to bartering, which involves a commodity for commodity exchange and no money. The second market condition is one where countertrade is purposefully structured to secure reciprocal benefits as a condition of a commercial sales transaction - defence or civil in nature. This is referred to as leveraged procurement and manifests primarily as defence offsets involving the defence industrial base, which is the concern of this study. Around 40 per cent of countries, including South Africa, use various purposely structured government procurement programmes when procuring goods and services abroad. These programmes apply the principle of reciprocity through the use of internationally accepted countertrade practices that manifest in many diverse ways. Although „countertrade‘ is the collective term, it is regularly referred to as „offsets‘. Procurement leverage is used to secure some reciprocal benefit from the foreign seller (benefits sought vary from country to country). Countertrade-related practices occur widely despite the fact that the World Trade Organisation's (WTO) Agreement on Government Procurement (GPA6) rules out the use of offsets. Their use is viewed as a discriminatory procurement practice that interferes with free trade. However, the WTO allows for exceptions in the case of developing countries and also for national security and public health contracts. It is important to note that countertrade (and offset) practices, valued in billions of US Dollars, are applicable mostly to defence contracts, although becoming increasingly relevant in non-defence (i.e. civil) government procurements. This research systematically interrogated and investigated issues surrounding the origins and subsequent popular and increased use of countertrade since the 1980s. The purported negative impact of defence-related offsets on the defence industrial base (i.e. the loss or gain of jobs, technology and market share) of both the exporting and receiving countries is of particular concern to the US government and the European Union (EU). My exploratory mixed method research, together with practitioner (insider) and reflexive research approaches, culminated in a primarily descriptive, qualitative, analytical narrative. The research is further founded on structured survey questionnaires. These specific research approaches are known to be subjective and biased and I thus needed to take extra care to prevent emotive subjectivities, primarily through triangulating my findings against a variety of other views and arguments pertaining to the research question. This was done to provide for a holistic overview, and in consideration of the case study, in particular. It must be noted that South Africa has two sets of industrial participation policies and practices. One is Defence Industrial Participation (DIP) managed exclusively by Armscor, South Africa's acquisition agency, which favours pursuing defence industry development objectives. The other is the National Industrial Participation Programme (NIPP), managed independently by the Department of Trade and Industry (DTI). The NIPP is primarily focused on the civil industry with a bias towards manufacturing, investments and exports. The DIP is the focus of the case study element of this research. Since its inception in 1968, Armscor has been tasked with establishing a DIB. Until the late 1980s, this DIB made huge strides in developing unique defence equipment to cater for the harsh Southern African environment and its military operational conditions. The DIB's development was enhanced further by the various UN embargoes imposed on the former South African apartheid government. Owing to these embargoes, Armscor dealt with all its defence imports (and exports) in a clandestine manner. Armscor was the only government entity that applied countertrade from around 1988 until 1996 when the DTI introduced NIPP. During the latter part of 1996, Armscor redrafted its countertrade policy with the new DIP policy approved in early 1997. This policy was applied during the biggest arms transaction in South Africa‟s history, namely, the Strategic Defence Package (SDP). A DIP commitment of circa R15 billion resulted from the equipment bought under the SDP. This study investigated how the DIP manifested in practice from 2000 to 2012 within the DIB that involved numerous South African Defence Industry (SADI) entities. The study considered the DIB, its growth and decline, and to what extent the DIP assisted it to retain its capabilities and capacities, including the retention of jobs. Hence, parts of the case study cover issues related to the South African military complex and the SDP‟s selection process. Subsequent investigations into alleged acts of misconduct and maladministration in the selection process, fraud and corruption are also covered, although not in detail, since this matter is sub judice the outcome of the 2011 presidential appointed Arms Procurement Commission (APC) of inquiry that is anticipating completing its investigations in 2015. Although there are many derivative views on the actual defence equipment needs of the South African National Defence Force (SANDF), the study did not endeavour to analyse these views in depth as they are adequately covered in the 1996 Defence Review. Similarly, there are views expressed that South Africa paid much more for its equipment compared with similar types of equipment bought by other countries. A cost comparative analysis was not performed as the exact configuration of each type of equipment can differ substantially due to the unique operational needs of the various defence forces – the exact configuration of such equipment is not in the public domain, since it is a sovereign security concern. Despite many opposing views, it is concluded that DIP (also referred to as defence offsets) has worked for South Africa: in many ways the South African DIP practice compares favourably with internationally accepted best practices. The research‟s postulation that countertrade can be used as a possible development mechanism is therefore supported by the findings of this study that showed that DIP had a positive retention impact on the DIB, and jobs, and made a positive contribution to Gross National Product (GNP7). The study found that the 1997 DIP policy needed to be much better aligned with the broader strategic national industrial development aims and objectives, including better corroboration with the NIPP. In this respect critical inferences are made that the DIP policy primarily focused on the SADI and its capabilities, without considering its wider application in a broader industrial sense. However, in the context of the Armscor legal mandate (i.t.o. Act 57 of 1968) ensuring the establishment of a DIB in South Africa, the DIP policy was clear in its intent to specifically further the interests of only the SADI. However, the 2014 Defence Review recommends that the DIP policy should be much more focused and even prescriptive when considering specific strategic defence needs. Although DIP policy directives contain requirements for establishing strategic local capabilities and capacities that could adequately cater for logistic support, repair and maintenance of foreign produced defence equipment, this aspect was not well contracted in the 1999 SDP. There is also general consensus that foreign obligors should in future not be allowed the freedoms of choice evident in the SDP‟s DIP process, which resulted in numerous smaller companies not benefitting as was generally anticipated. Future defence contracts should not be signed without an appropriate DIP business plan. Hence, all indications are that the DIP regime in South Africa is set to become much more stringent in its application and subsequent discharge administration.
- Full Text:
- Date Issued: 2015
Determinants of internet banking adoption by banks in Ghana
- Authors: Bart-Williams, Edem
- Date: 2015
- Subjects: Internet banking -- Ghana , Banks and banking -- Ghana , Banks and banking -- Automation
- Language: English
- Type: Thesis , Doctoral , DPhil
- Identifier: http://hdl.handle.net/10948/3715 , vital:20457
- Description: Growth in information and communication technology (ICT) is drastically changing the way businesses, especially in the service industries, are conducted. The financial services industry and banking in particular, is not excluded from this technology explosion. Internet banking, even though not new in advanced countries, is a new transaction channel being used by banks in some parts of Africa, especially Ghana, to offer various products and services to their customers. However, this medium has not been fully exploited by these banks as there are many hurdles the banks must triumph over. In deploying this technology and these systems, there are several factors which banks must take into consideration before fully deploying such a system to their customers, hence the motivation for this study. The absence of suitable and sufficient knowledge on this topic also exposes a “rhetoric versus reality” argument of whether the intention to adopt Internet banking is critical to the strategies and ultimate success of banks in Ghana. For banks to stay ahead of competition as well as to attract and maintain their clientele, it is of paramount importance to gather and link the perspectives of both clients and bank managers in order for banks to ensure that they perform according to the needs and expectations of their clients. In order to achieve the intended results, an empirical study was conducted by taking into consideration the viewpoints of both bank clients and bank managers in determining the factors that customers take into consideration before adopting the Internet banking medium. The primary aim of this study was to quantify significant relationships between the selected variables. Therefore the positivism research paradigm was used, while the phenomenological paradigm was employed for the measuring instruments. Because multiple sources of data were used, from the perspectives of banking clients and managers in Ghana, methodological triangulation was adopted for this study. The results of the empirical investigation showed that both groups (clients and managers) considered the variables of market share, technology acceptance, diffusion of innovation, organisational variables, organisational efficiency, and business strategy to have direct influence on the adoption of Internet banking. However, they differed in opinion concerning the degree of influence of these variables. The bank managers’ responses leaned more towards strong agreement with the importance of these variables than did those of the bank clients. Thus, for bank clients to readily adopt the Internet banking medium for their banking transactions, bank managers must take a closer look at these determinant factors described in the study. The study showed that the population group, educational and income levels exerted an influence on the perceptions clients have regarding Internet banking adoption factors. It was found that the higher the education and income levels of the clients, the easier it was for them to adopt Internet banking. Also, the male group dominated the use of the Internet banking. This is supported by the fact that there is a growing middle class in Ghana that falls within this category of banking clients.
- Full Text:
- Date Issued: 2015
- Authors: Bart-Williams, Edem
- Date: 2015
- Subjects: Internet banking -- Ghana , Banks and banking -- Ghana , Banks and banking -- Automation
- Language: English
- Type: Thesis , Doctoral , DPhil
- Identifier: http://hdl.handle.net/10948/3715 , vital:20457
- Description: Growth in information and communication technology (ICT) is drastically changing the way businesses, especially in the service industries, are conducted. The financial services industry and banking in particular, is not excluded from this technology explosion. Internet banking, even though not new in advanced countries, is a new transaction channel being used by banks in some parts of Africa, especially Ghana, to offer various products and services to their customers. However, this medium has not been fully exploited by these banks as there are many hurdles the banks must triumph over. In deploying this technology and these systems, there are several factors which banks must take into consideration before fully deploying such a system to their customers, hence the motivation for this study. The absence of suitable and sufficient knowledge on this topic also exposes a “rhetoric versus reality” argument of whether the intention to adopt Internet banking is critical to the strategies and ultimate success of banks in Ghana. For banks to stay ahead of competition as well as to attract and maintain their clientele, it is of paramount importance to gather and link the perspectives of both clients and bank managers in order for banks to ensure that they perform according to the needs and expectations of their clients. In order to achieve the intended results, an empirical study was conducted by taking into consideration the viewpoints of both bank clients and bank managers in determining the factors that customers take into consideration before adopting the Internet banking medium. The primary aim of this study was to quantify significant relationships between the selected variables. Therefore the positivism research paradigm was used, while the phenomenological paradigm was employed for the measuring instruments. Because multiple sources of data were used, from the perspectives of banking clients and managers in Ghana, methodological triangulation was adopted for this study. The results of the empirical investigation showed that both groups (clients and managers) considered the variables of market share, technology acceptance, diffusion of innovation, organisational variables, organisational efficiency, and business strategy to have direct influence on the adoption of Internet banking. However, they differed in opinion concerning the degree of influence of these variables. The bank managers’ responses leaned more towards strong agreement with the importance of these variables than did those of the bank clients. Thus, for bank clients to readily adopt the Internet banking medium for their banking transactions, bank managers must take a closer look at these determinant factors described in the study. The study showed that the population group, educational and income levels exerted an influence on the perceptions clients have regarding Internet banking adoption factors. It was found that the higher the education and income levels of the clients, the easier it was for them to adopt Internet banking. Also, the male group dominated the use of the Internet banking. This is supported by the fact that there is a growing middle class in Ghana that falls within this category of banking clients.
- Full Text:
- Date Issued: 2015
The contribution of guest houses to economic growth and employment as key components of local economic development in the Eden District Area
- Authors: Ramukumba, Takalani
- Date: 2015
- Subjects: Economic development -- South Africa -- Western Cape , Sustainable tourism -- South Africa -- Western Cape
- Language: English
- Type: Thesis , Doctoral , DPhil
- Identifier: http://hdl.handle.net/10948/5214 , vital:20821
- Description: Tourism has come to be seen as a key driver for local economic development in South Africa, as it provides opportunities for pro-poor and community-based initiatives. On a global scale, the challenges of confronting poverty and unemployment continue to dominate the development agenda. The ability of Local Economic Development (LED) to empower local people has earned favour with national governments and development theorists. The imperative facing South Africa to achieve a more equitable and sustainable economy is essentially the challenge to adopt and implement a development approach that will reduce poverty and unemployment (which are the two key objectives of LED) to the greatest extent. It is within this context that the South African government has sought to incorporate LED into their economic development framework, predominantly through the decentralisation of development control and planning to the local government level. This study examined the contribution of guest houses to economic growth and employment as key components of LED in a sustainable manner. The study revealed that guest houses are playing a key role in the development of the local economy in the Eden district region. Guest houses are providing employment opportunities to the local residents both on a full-time and part-time basis. Further to this, guest houses are buying many locally-produced products and services from local suppliers and this contributes to economic growth of the local economy. However, this study also found that many of the guest houses in the area are not aware of government incentives available to support them and very few of them have made use of these services. This is something that needs to be addressed if these guest houses are to continue to strengthen the local economy and provide employment opportunities in a sustainable manner. The study revealed that many of the guest houses are operating in an environmentally friendly manner and this will ensure their future sustainability. The broader situation and the contribution of the accommodation sector as critical assets in local and national tourism economies has been thoroughly researched in tourism research around the world. Existing work on the accommodation sector in the South African tourism economy is mainly urban-focused and indicates that its local development impacts can be positive albeit not always maximised through local linkages, however, only a limited amount of academic investigations examines the contribution of tourism sub-sectors to economic growth and employment. The authenticity of this study is based on Its contribution which must be viewed in relation to the relatively limited body of literature in the contribution of tourism sub-sectors to economic growth and employment and in this case guest houses as one type of accommodation sub-sector.
- Full Text:
- Date Issued: 2015
- Authors: Ramukumba, Takalani
- Date: 2015
- Subjects: Economic development -- South Africa -- Western Cape , Sustainable tourism -- South Africa -- Western Cape
- Language: English
- Type: Thesis , Doctoral , DPhil
- Identifier: http://hdl.handle.net/10948/5214 , vital:20821
- Description: Tourism has come to be seen as a key driver for local economic development in South Africa, as it provides opportunities for pro-poor and community-based initiatives. On a global scale, the challenges of confronting poverty and unemployment continue to dominate the development agenda. The ability of Local Economic Development (LED) to empower local people has earned favour with national governments and development theorists. The imperative facing South Africa to achieve a more equitable and sustainable economy is essentially the challenge to adopt and implement a development approach that will reduce poverty and unemployment (which are the two key objectives of LED) to the greatest extent. It is within this context that the South African government has sought to incorporate LED into their economic development framework, predominantly through the decentralisation of development control and planning to the local government level. This study examined the contribution of guest houses to economic growth and employment as key components of LED in a sustainable manner. The study revealed that guest houses are playing a key role in the development of the local economy in the Eden district region. Guest houses are providing employment opportunities to the local residents both on a full-time and part-time basis. Further to this, guest houses are buying many locally-produced products and services from local suppliers and this contributes to economic growth of the local economy. However, this study also found that many of the guest houses in the area are not aware of government incentives available to support them and very few of them have made use of these services. This is something that needs to be addressed if these guest houses are to continue to strengthen the local economy and provide employment opportunities in a sustainable manner. The study revealed that many of the guest houses are operating in an environmentally friendly manner and this will ensure their future sustainability. The broader situation and the contribution of the accommodation sector as critical assets in local and national tourism economies has been thoroughly researched in tourism research around the world. Existing work on the accommodation sector in the South African tourism economy is mainly urban-focused and indicates that its local development impacts can be positive albeit not always maximised through local linkages, however, only a limited amount of academic investigations examines the contribution of tourism sub-sectors to economic growth and employment. The authenticity of this study is based on Its contribution which must be viewed in relation to the relatively limited body of literature in the contribution of tourism sub-sectors to economic growth and employment and in this case guest houses as one type of accommodation sub-sector.
- Full Text:
- Date Issued: 2015
The effects of outsourcing practices conducted by organisations in Nairobi
- Authors: Wachira, Wanjungu
- Date: 2015
- Subjects: Contracting out , Industrial management
- Language: English
- Type: Thesis , Doctoral , DPhil
- Identifier: http://hdl.handle.net/10948/4988 , vital:20775
- Description: The purpose of this study is to investigate the relationship between outsourcing and development in Nairobi. The key research question for this study is what are the impacts of outsourcing practices conducted by organisations in Nairobi? Data were obtained from questionnaires distributed in December 2010. A total of 85 profit-making firms in Nairobi with a sample of 165 management employees were selected for this study. The empirical findings obtained relate to four outsourcing theories. Transaction Cost Analysis (TCA) Theory focuses on the cost savings that result from outsourcing. Agency Outsourcing Theory centres on outsourcing firms hiring agents to achieve productivity. Hiring agents may result in permanent staff being retrenched and additional outsourcing personnel being contracted and job creation and/or job loss results. Expectation Confirmation Theory (ECT) emphasises the importance of an outsourcing provider conforming to quality management principles. Resource Based Theory (RBT) proposes that organisations need a collection of resources and capabilities to execute outsourcing successfully. Findings further suggested that outsourcing can yield positive and/or negative outcomes depending on risks encountered, the business environment, company policies, function/s to be outsourced, and the competence and commitment of an outsourcing vendor. To further enhance the positive impact of outsourcing three improvements need to be executed: formulation of standard policies, price regulations, and commitment of outsourcing firms in adhering to set contract deadlines. It is suggested that the following would allow organisations to gain more from outsourcing in the future: the adoption of international/offshore outsourcing practices, more commitment by outsourcing consultants, the standardisation of charges for outsourcing contracts, and the use of new technology that would improve how outsourcing is conducted. It is concluded that the positive impacts of outsourcing would foster development to some extent while the possible negative impact of outsourcing would impede development.
- Full Text:
- Date Issued: 2015
- Authors: Wachira, Wanjungu
- Date: 2015
- Subjects: Contracting out , Industrial management
- Language: English
- Type: Thesis , Doctoral , DPhil
- Identifier: http://hdl.handle.net/10948/4988 , vital:20775
- Description: The purpose of this study is to investigate the relationship between outsourcing and development in Nairobi. The key research question for this study is what are the impacts of outsourcing practices conducted by organisations in Nairobi? Data were obtained from questionnaires distributed in December 2010. A total of 85 profit-making firms in Nairobi with a sample of 165 management employees were selected for this study. The empirical findings obtained relate to four outsourcing theories. Transaction Cost Analysis (TCA) Theory focuses on the cost savings that result from outsourcing. Agency Outsourcing Theory centres on outsourcing firms hiring agents to achieve productivity. Hiring agents may result in permanent staff being retrenched and additional outsourcing personnel being contracted and job creation and/or job loss results. Expectation Confirmation Theory (ECT) emphasises the importance of an outsourcing provider conforming to quality management principles. Resource Based Theory (RBT) proposes that organisations need a collection of resources and capabilities to execute outsourcing successfully. Findings further suggested that outsourcing can yield positive and/or negative outcomes depending on risks encountered, the business environment, company policies, function/s to be outsourced, and the competence and commitment of an outsourcing vendor. To further enhance the positive impact of outsourcing three improvements need to be executed: formulation of standard policies, price regulations, and commitment of outsourcing firms in adhering to set contract deadlines. It is suggested that the following would allow organisations to gain more from outsourcing in the future: the adoption of international/offshore outsourcing practices, more commitment by outsourcing consultants, the standardisation of charges for outsourcing contracts, and the use of new technology that would improve how outsourcing is conducted. It is concluded that the positive impacts of outsourcing would foster development to some extent while the possible negative impact of outsourcing would impede development.
- Full Text:
- Date Issued: 2015
The impact of domain knowledge-driven variable derivation on classifier performance for corporate data mining
- Authors: Welcker, Laura Joana Maria
- Date: 2015
- Subjects: Data mining , Business -- Data processing , Database management
- Language: English
- Type: Thesis , Doctoral , DPhil
- Identifier: http://hdl.handle.net/10948/5009 , vital:20778
- Description: The technological progress in terms of increasing computational power and growing virtual space to collect data offers great potential for businesses to benefit from data mining applications. Data mining can create a competitive advantage for corporations by discovering business relevant information, such as patterns, relationships, and rules. The role of the human user within the data mining process is crucial, which is why the research area of domain knowledge becomes increasingly important. This thesis investigates the impact of domain knowledge-driven variable derivation on classifier performance for corporate data mining. Domain knowledge is defined as methodological, data and business know-how. The thesis investigates the topic from a new perspective by shifting the focus from a one-sided approach, namely a purely analytic or purely theoretical approach towards a target group-oriented (researcher and practitioner) approach which puts the methodological aspect by means of a scientific guideline in the centre of the research. In order to ensure feasibility and practical relevance of the guideline, it is adapted and applied to the requirements of a practical business case. Thus, the thesis examines the topic from both perspectives, a theoretical and practical perspective. Therewith, it overcomes the limitation of a one-sided approach which mostly lacks practical relevance or generalisability of the results. The primary objective of this thesis is to provide a scientific guideline which should enable both practitioners and researchers to move forward the domain knowledge-driven research for variable derivation on a corporate basis. In the theoretical part, a broad overview of the main aspects which are necessary to undertake the research are given, such as the concept of domain knowledge, the data mining task of classification, variable derivation as a subtask of data preparation, and evaluation techniques. This part of the thesis refers to the methodological aspect of domain knowledge. In the practical part, a research design is developed for testing six hypotheses related to domain knowledge-driven variable derivation. The major contribution of the empirical study is concerned with testing the impact of domain knowledge on a real business data set compared to the impact of a standard and randomly derived data set. The business application of the research is a binary classification problem in the domain of an insurance business, which deals with the prediction of damages in legal expenses insurances. Domain knowledge is expressed through deriving the corporate variables by means of the business and data-driven constructive induction strategy. Six variable derivation steps are investigated: normalisation, instance relation, discretisation, categorical encoding, ratio, and multivariate mathematical function. The impact of the domain knowledge is examined by pairwise (with and without derived variables) performance comparisons for five classification techniques (decision trees, naive Bayes, logistic regression, artificial neural networks, k-nearest neighbours). The impact is measured by two classifier performance criteria: sensitivity and area under the ROC-curve (AUC). The McNemar significance test is used to verify the results. Based on the results, two hypotheses are clearly verified and accepted, three hypotheses are partly verified, and one hypothesis had to be rejected on the basis of the case study results. The thesis reveals a significant positive impact of domain knowledge-driven variable derivation on classifier performance for options of all six tested steps. Furthermore, the findings indicate that the classification technique influences the impact of the variable derivation steps, and the bundling of steps has a significant higher performance impact if the variables are derived by using domain knowledge (compared to a non-knowledge application). Finally, the research turns out that an empirical examination of the domain knowledge impact is very complex due to a high level of interaction between the selected research parameters (variable derivation step, classification technique, and performance criteria).
- Full Text:
- Date Issued: 2015
- Authors: Welcker, Laura Joana Maria
- Date: 2015
- Subjects: Data mining , Business -- Data processing , Database management
- Language: English
- Type: Thesis , Doctoral , DPhil
- Identifier: http://hdl.handle.net/10948/5009 , vital:20778
- Description: The technological progress in terms of increasing computational power and growing virtual space to collect data offers great potential for businesses to benefit from data mining applications. Data mining can create a competitive advantage for corporations by discovering business relevant information, such as patterns, relationships, and rules. The role of the human user within the data mining process is crucial, which is why the research area of domain knowledge becomes increasingly important. This thesis investigates the impact of domain knowledge-driven variable derivation on classifier performance for corporate data mining. Domain knowledge is defined as methodological, data and business know-how. The thesis investigates the topic from a new perspective by shifting the focus from a one-sided approach, namely a purely analytic or purely theoretical approach towards a target group-oriented (researcher and practitioner) approach which puts the methodological aspect by means of a scientific guideline in the centre of the research. In order to ensure feasibility and practical relevance of the guideline, it is adapted and applied to the requirements of a practical business case. Thus, the thesis examines the topic from both perspectives, a theoretical and practical perspective. Therewith, it overcomes the limitation of a one-sided approach which mostly lacks practical relevance or generalisability of the results. The primary objective of this thesis is to provide a scientific guideline which should enable both practitioners and researchers to move forward the domain knowledge-driven research for variable derivation on a corporate basis. In the theoretical part, a broad overview of the main aspects which are necessary to undertake the research are given, such as the concept of domain knowledge, the data mining task of classification, variable derivation as a subtask of data preparation, and evaluation techniques. This part of the thesis refers to the methodological aspect of domain knowledge. In the practical part, a research design is developed for testing six hypotheses related to domain knowledge-driven variable derivation. The major contribution of the empirical study is concerned with testing the impact of domain knowledge on a real business data set compared to the impact of a standard and randomly derived data set. The business application of the research is a binary classification problem in the domain of an insurance business, which deals with the prediction of damages in legal expenses insurances. Domain knowledge is expressed through deriving the corporate variables by means of the business and data-driven constructive induction strategy. Six variable derivation steps are investigated: normalisation, instance relation, discretisation, categorical encoding, ratio, and multivariate mathematical function. The impact of the domain knowledge is examined by pairwise (with and without derived variables) performance comparisons for five classification techniques (decision trees, naive Bayes, logistic regression, artificial neural networks, k-nearest neighbours). The impact is measured by two classifier performance criteria: sensitivity and area under the ROC-curve (AUC). The McNemar significance test is used to verify the results. Based on the results, two hypotheses are clearly verified and accepted, three hypotheses are partly verified, and one hypothesis had to be rejected on the basis of the case study results. The thesis reveals a significant positive impact of domain knowledge-driven variable derivation on classifier performance for options of all six tested steps. Furthermore, the findings indicate that the classification technique influences the impact of the variable derivation steps, and the bundling of steps has a significant higher performance impact if the variables are derived by using domain knowledge (compared to a non-knowledge application). Finally, the research turns out that an empirical examination of the domain knowledge impact is very complex due to a high level of interaction between the selected research parameters (variable derivation step, classification technique, and performance criteria).
- Full Text:
- Date Issued: 2015
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