Organization Theory and Design 3rd Edition Solution



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CHAPTER FOUR

FUNDAMENTALS OF ORGANIZATION STRUCTURE


Purpose of This Chapter

This chapter introduces basic concepts of organization structure. Definitions of organizational structure and structure can help organizations achieve their goals are discussed. Strategies for grouping organizational activities into functional, divisional, matrix, horizontal, or hybrid structures are shown. Symptoms of misalignment are discussed. Some of the topics covered in this chapter are illustrated in the GM España case.


A LOOK INSIDE
Opel España

Opel España is the Spanish subsidiary of the global auto giant General Motors. The increasingly consumer expectation as well as demanding business environment is leading the car industry to adopt various new production models to fit individual needs and high quality at reasonable prices. As a result, Opel España has spent considerable time and effort tailoring its physical plant, equipment, organizational structure and management systems to meet these challenges and to allow continued growth and profitability. Its organizational design is centered around teamwork practices designed to build empowerment, involvement and motivation of employees, from top management to the shop floor. This teamwork approach extends into the manufacturing process.


Organization Structure

The definition of organization structure includes three key components pertaining to both vertical and horizontal aspects of organizing.
1.     It designates formal reporting relationships, including the number of levels in the hierarchy and the span of control of managers and supervisors;
2.     it identifies the grouping together of individuals into departments and of departments into the total organization;
3.     it includes the design of systems to ensure effective communication, coordination, and integration of effort across departments.

The first two elements are the structural framework, which include the vertical hierarchy. The third element refers to the pattern of interactions among organizational employees.



Organization structure represented visually in organization charts
The concept of an organization chart, showing what positions exist, how they are grouped and who reports to whom, has been around for centuries. It is the visual representation of underlying activities and processes.

COUNTERPOINT 4.1



The purpose of an organization chart is to provide a common frame of reference that, in general, asserts and reinforces a hierarchical relationship of domination between top management, middle management and workers at the base. The chart is not only a technical guideline to encourage people to work together but powerful political symbol whose acceptance implied deference to its demands.


COUNTERPOINT 4.2



Decentralized structures can improve organizational flexibility and productivity. Employee’s experience of this type of structure, however, may be mixed.


Information-Processing Perspective on Structure
An emphasis on control is associated with specialized tasks, a hierarchy of authority, rules and regulations, formal reporting systems, few teams or task forces and centralized decision making, which means problems and decisions are funnelled to top levels of the hierarchy for resolution. An emphasis on learning is associated with shared tasks, a relaxed hierarchy, few rules, face-to-face communication, many teams and task forces and informal, decentralized decision making, which means decision-making authority is pushed down to lower organizational levels.

BOOKMARK 4
The Future of Work
by Thomas W. Malone

Malone suggests in his book that organizations are experiencing tremendous change. He says, highly centralized vertical hierarchies will essentially be a thing of the past as organizations move to flexible decentralized forms of organizing based on horizontal work processes. Malone also listed a number of key points about the future of work. For example, information technology is the key driver of the transformation, managers will move from command-and-control to coordinate-and-cultivate, and every organization needs standards.





COUNTERPOINT 4.3



The division of labour is associated with control in the name of efficiency, and not necessarily with the delivery of enhanced efficiency or effectiveness. Highly centralized vertical hierarchies are likely to produce delayed decisions that are based on a distance and limited understanding of the specific circumstances at a lower level.



Vertical Information Linkages

Linkage is defined as the extent of communication and coordination among organizational elements. Vertical linkages are used to coordinate activities between the top and bottom of an organization and are designed primarily for control of the organization.

Hierarchical Referral: This vertical device is illustrated by the vertical lines in Exhibit 4.1. The lines of the organization chart act both up and down the chain as the communication channel.

Rules and Plans: For repetitious problems and decisions, a rule or procedure can be established so employees know how to respond without communicating on each separate issue. Rules provide a standard information course enabling employees to be coordinated without actually communicating about every task. A plan also provides standing information for employees. The budget is a good example.

Vertical information systems: This strategy to increase vertical information capacity includes periodic reports, written information and computer-based communications distributed to managers.

IN PRACTICE
Oracle Corporation
Larry Ellion, co-founder of Oracle and CEO for over a quarter-century, strongly believes in tight vertical control. Although many managers are not happy with the stronger top-down control, Ellison and other top managers have continued to focus on the use of vertical information system. The company’s new super-suite of software applications that combines the best features of products from Oracle is, however, suffered lengthy delays.
Point to Discuss: while the top-down control structure has its advantages, students are suggested to use this example to list several possible underline issues inherent in complete vertical structure. students can also refer to Counterpoint 4.3 for their discussion.

Horizontal Information Linkages

Horizontal communication overcomes barriers between departments and provides opportunities for coordination among employees to achieve unity of effort and organizational objectives. Horizontal linkage refers to the amount of communication and coordination horizontally across organizational departments. Horizontal linkage mechanisms often are not drawn on the organization chart, but they invariably form some elements of organization structure.

Information systems: Cross-functional information systems enable employees to routinely exchange information. It is a significant method of providing horizontal linkage in contemporary organizations.

Direct contact: Higher level horizontal linkage is direct contact between managers or employees affected by a problem. One way to promote direct contact is to create a special liaison role. A liaison person is located in one department but has the responsibility for communicating and achieving coordination with another department. Another approach is to locate people close together so they will have more direct contact on a regular basis.

Task forces: it is a temporary committee composed of representatives from each department affected by a problem, the group links several departments to solve common problems. Take forces can be an effective horizontal linkage device for temporary issues, and it is often disbanded after tasks are accomplished.

Full-time integrator: Usually with a title such as product manager, project manager, or brand manager, this full-time position outside the affected departments is created to achieve coordination between two or more departments. The integrator does not have formal authority over team members (because that rests with managers of the functional departments), but nevertheless the integrator has responsibility for the entire product (or project or brand).


Teams: project teams tend to be the strongest horizontal linkage mechanism. Teams are permanent task forces and are often used in conjunction with a full-time integrator. A virtual team is made up of organizationally or geographically dispersed members who are linked through advanced information and communications technologies.


Organization Design Alternatives

Required Work Activities
Departments are created to perform strategically important tasks. As organizations grow larger, their organizational structure often becomes more complex as more and more different functions are added.

Reporting Relationships
Hierarchical reporting relationships, often called the chain of command, are represented by vertical lines on an organization flow chart. The chain of command is typically an unbroken line of authority that links all people in an organization and shows who reports to whom.

Departmental Grouping Options           
Departmental grouping affects employees because they share a common supervisor and common resources, are jointly responsible for performance, and tend to identify and collaborate with one another. Options for departmental grouping including the following:

Functional grouping places together employees who perform similar functions or work processes or who bring similar knowledge and skills together.

Divisional grouping means people are organized according to what the organization produces. In many large organizations, some product or service lines have entirely separate identities from that of the parent company.

Multi-focused grouping means an organization embraces two structural grouping alternatives simultaneously. These structural forms are often called matrix or hybrid.

Horizontal grouping means employees are organized around core work processes, the end-to-end work, information and material flows that provide value directly to customers or support strategic development. Horizontal groupings are often implemented in addition to traditional vertical working relationships.

Virtual network grouping is one of the more recent approaches to departmental grouping. With this grouping, the organization is a loosely connected cluster of separate components. Departments can be spread all over the world rather than located together in one geographical location.

Functional, Divisional, and Geographical Designs
Functional grouping and divisional grouping are the two most common approaches to structural design.

Functional Structure
Functional structure consolidates human knowledge and skills with respect to specific activities in order to provide depth of expertise. This structure can be effective if there is low need for horizontal coordination between functional departments. The functional structure is centralized as it forces decisions all the way to the top before a problem affecting several functions can be resolved. Strengths include economies of scale within functional departments and weaknesses include a slow response time to environmental changes. The following table summarizes the strengths and weaknesses of the functional structure.


Strengths and Weaknesses of Functional Organization Structure

Strengths
Weaknesses
1.    Allows economies of scales within functional departments
2.    Enables in-depth knowledge and skill development
3.    Enables organization to accomplish functional goals
4.    Is best with only one or few products
1.    Slow response time to environmental changes
2.    May cause decisions to pile on top, hierarchy overload
3.    Leads to poor horizontal coordination
4.    Results in less innovation
5.    Involves restricted view of organizational goals




IN PRACTICE
The Real Hotel Company PLC

The Real Hotel Company is a British-headquartered company with its main business operating budget to mid-range hotels. Despite a number of attempts to sell out and even a near bankruptcy in 2001, the business never produced satisfactory results. When Michael Praeger took over in early 2007, he slimmed down the management structure, eliminating the geographic divisions in favour of functional divisions. The new structure seemed to be more manageable. Unfortunately, the efforts proved too little, and the company was forced to call in the administrators in 2009.
Point to Discuss: Was Praeger’s strategy flawed, or did the global economic situation mean that the turnaround never had much chance of success?
Although the company had a manageable portfolio of properties and a simple functional management structure. The newly adapted functional structure has a number of major weaknesses. For example, one key weakness of the functional structure is a slow response to environmental changes that require coordination across departments. In this case, the serious recession during 2008 has caused significant changes in terms of the hotel industry’s environment and customers’ needs accordingly.

Functional Structure with Horizontal Linkages
Functional structure with horizontal linkages reflects a shift toward flatter and more horizontal structures. Horizontal coordination can be improved with information systems, direct contact between departments, full-time integrators or project managers task forces, or teams. Horizontal linkages overcome some of the disadvantages of the functional structure.

Divisional Structure
Divisional structure, sometimes called product structure or strategic business units. With this structure, divisions can be organized according to individual products, service, product groups, major projects or programmes, divisions, business or profit centers. the distinctive feature of a divisional structure is that grouping is based on organizational outputs. Decision-making is decentralized. Strengths include a design suited to fast change in an unstable environment and. Weaknesses include the elimination of economies of scale and problems with cross-unit communication. The following table summarizes the strengths and weaknesses of the divisional structure.


Strengths and Weaknesses of Divisional Organization Structure

Strengths
Weaknesses
1.     Suited to fast change in unstable environment
2.     Leads to customer satisfaction because product responsibility and contact points are clear
3.     Involves high coordination across functions
4.     Allow units to adapt to differences in products, regions, customers
5.     Best in large organizations with several products
6.     Decentralizes decision making
1.     Eliminates economies of scales in functional departments
2.     Leads to poor coordination across product lines
3.     Eliminates in-depth competence and technical specialization
4.     Makes integration and standardization across product lines difficult




IN PRACTICE
Microsoft

Microsoft was co-founded in 1975 and built into the most profitable technology company in the world. In 2002 Microsoft’s structure was changed from a functional to a divisional structure in order to better respond to environmental changes. However, even though managers of the new divisions were ‘charged up’ by their new sense of responsibility and authority, Microsoft continues to lose ground to their competitors. Microsoft has found it difficult to break away from its reliance on the Windows PC platform and finds difficulty getting traction in product areas where others have already built a reputation and market dominance.
Point to Discuss: It is clear that, although corporate structure is important and needs to fit with the company’s competitive needs, it is only one determinant of success.

Geographical Structure
Geographical structure often groups the organization’s users or customers together by geographical area. Each geographic unit includes all functions required to produce and market products or services in that region. Strengths and weaknesses are similar to divisional structure. The organization can adapt to specific needs of its own region, and employees identify with regional goals. Horizontal coordination within a region is emphasized rather than linkages across regions.


Matrix Structure
Recall the multi-focused option for grouping departments that was introduced earlier in the chapter. Sometimes, a matrix structure is developed in order to give equal emphasis and attention to product and function, or product and geography. In principle, it enables two objectives to be pursued simultaneously. The matrix can be used when both technical expertise and product innovation and change are important. When the structure needs to be multi-focused for simultaneous emphasis on both product and function or product and geography, the matrix structure can be considered. In principle, a dual-authority structure can help ensure a balance between vertical and horizontal aspects of organizations.


Conditions for the Matrix
Matrix structure combines product and functional designs with its unique purposeful violation of unity of command. Three conditions are necessary for the matrix: 1) condition 1: pressure exists to share scarce resources across product lines; 2) condition 2: environmental pressure exists for two or more critical factors such as in-depth technical knowledge (functional structure) and frequent new products (division structure); and 3) condition 3: the environment is both complex and uncertain.

The matrix formalizes horizontal teams alone with the traditional vertical hierarchy and tries to give equal balance to both. However, the matrix may shift one way or the other. Consequently, two variations of matrix structure have evolved – the functional matrix and the product matrix. The functional matrix gives functional bosses primary authority, while project or product managers simply coordinate product activities. The product matrix gives the project or product managers primary authority, while the functional managers simply offer advisory expertise as needed for projects.

Strengths and Weaknesses
The matrix structure is best when environmental change is high and when goals reflect a dual requirement for both product and functional goals. Weaknesses include the fact that dual authority, particularly in the balanced matrix, can be frustrating and confusing to employees. The following table summarizes the strengths and weaknesses of the matrix structure.



Strengths and Weaknesses of Matrix Organization Structure

Strengths
Weaknesses
1.  Achieves coordination necessary to meet dual demands from customers
2.  Flexible sharing of human resources across products
3.  Suited to complex decisions and frequent changes in unstable environment
4.  Provides opportunity for both functional and product skill development
5.  Best in mudium-sized organizations with multiple products

1.  Causes participants to experience dual authority, which can be frustrating and confusing
2.  Means participants need good interpersonal skills and extensive training
3.  Is time consuming; involves frequent meetings and conflict resolution sessions
4.  Will not work unless participants understand it and adopt collegial rather than vertical type relationships
5.  Requires great effort to maintain power balance




IN PRACTICE
CNH Global NV

CNH is the world’s largest company in its market segment. Based on the company’s ‘multi-brank, multi-channel’ strategy, the company puts in place matrix structure to support the interactivity between the product and geographic managers. CNH has been largely successful in its efforts, despite facing challenging market conditions at times.
Point to Discuss: the case of CNH illustrates an example of a successful matrix design. Students are suggested to consider the advantages of a dual-authority structure. For example, its ability to assist communication and coordination to cope with rapid environmental change and enables an equal balance between product and functional managers. At the same time, students should also look at the disadvantages of the matrix. For example, employees sometimes experience dual-authority, reporting to two bosses and facing conflicting demands. This can be confusing, especially if roles and responsibilities are not clearly defined by top managers.

Horizontal Structure
A horizontal structure organizes employees around core processes. Organizations shift to a horizontal structure as a consequence of an intervention like total quality management or a procedure called reengineering. Reengineering, or business process reengineering, involves the redesign of a vertical organization along its horizontal workflows and processes. A process refers to a group of related tasks that transform inputs into outputs. The horizontal structure organizes employees around core processes by bringing together people who work on a common process so they can easily communicate and coordinate their efforts. The traditional vertical hierarchy with departmental boundaries is eliminated.

COUNTERPOINT 4.4



It would be misleading to suggest that organizational structure changes can be easily or smoothly introduced or that they are always welcomed by customers or employees.



Characteristics
An organization with a horizontal structure often has the following characteristics.
·         Structure created around cross-functional core processes rather than tasks, functions, or geography. Thus, boundaries between departments are obliterated.
·         Self-directed teams are the basis of organizational design and performance
·         Process owners have responsibility for each core process in its entirety
·         Team members are given the skills, tools, motivation and authority to make decisions central to the team’s performance
·         Teams have the freedom to think creatively and respond flexibly to new challenges that arise
·         Customers drive the horizontal corporation with effectiveness measured by performance objectives.

·         The culture is open, trustful and collaborative, with a focus on continuous improvement.


IN PRACTICE
Avaya Ireland


Avaya Ireland had a dual advantage of location (Ireland is one of the main European centres for the computer industry), and growing demand for its product sector. Despite this positive market position, the company did achieve satisfactory performance during 1980s and early 1990s. Furthermore, the company was run by a rigid functional hierarchy structure, with poor cross-functional communication. Realized the need for a significant change, top managers replaced the hierarchy structure with cross-functional team focused on core product, from conception, through production to end-user support. Benefiting from innovation and high customer service, the company has now moved strongly into the related high growth area of new products.
Point to Discuss: students can relate this case to counterpoint 3.4 and discuss the advantage of organizational structure change. Furthermore, students can also discuss the strengths and weaknesses of horizontal structure.

Strengths and Weaknesses
The most significant strength of the horizontal structure is that it can dramatically improve flexibility and responsiveness. Weaknesses include that the horizontal structure can harm rather than help organizational performance unless managers determine which core processes are critical for bringing value to customers. The following table summarizes the strengths and weaknesses of the horizontal structure.

















Strengths and Weaknesses of Horizontal Organization Structure

Strengths
Weaknesses
1.  Promotes flexibility and rapid response to changes in customer needs
2.  Directs the attention of everyone toward the production and


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