Monday, 30 May 2016

Case Research Center (CRC) Case study

INTRODUCTION

It was almost the start of December 2014 when Mr. Shafqat Bhatti, the senior manager of Case Research Centre, was thinking about the arrangements of the upcoming conference in Malaysia.
He was going over the problems that were faced by the delegates in the earlier conference held at Bangalore (India) and wondered how to go about avoiding these troubles in the upcoming conference.

BACKGROUND

Ranked as one of the top business schools in the region, SDSB LUMS does not only focus on the pedagogical techniques of the faculty but also encourages them to be involved in academic and applied research globally. For the latter purpose, SDSB has three research centers working namely Strategic Sectors Research Centre (SSRC), Case Research Centre (CRC) and Social Enterprise Development Centre (SEDC). This case will be focusing on the Case Research Centre of SDSB.
Essentially, the CRC plays the role of a coordinator and editor in the development of wellresearched case studies written by the SDSB faculty. The CRC has also been granted access to the teaching material produced by business schools in North America, Europe and the Asia Pacific region and it manages an inventory of cases, research papers and other teaching material for the LUMS faculty. One of the regular case research journal published by CRC bi-annually is called the "Asian Journal of Management Cases". Over the past 28 years, CRC has banked in its database of more than 450 cases written by the faculty of LUMS from many different disciples. There are approximately hundred more cases in the pipeline for approval. The unique thing about these cases is that they are drawn by the faculty of SDSB from real-life issues of the organizations in Pakistan.
The Case Research Center has a very important role to play in accomplishing the mission of SDSB which is:
1.      To develop individuals with the integrity and intellectual capacity to assume a leadership role in society.
2.      To impact the practice of management.
3.      To contribute to knowledge generation and dissemination.
The CRC contributes towards the three-fold mission stated above. The functions of CRC include the reviewing process of cases/research papers, arranging training sessions, workshops, and monthly SDSB Faculty Case round table, publish cases in Asian Journal of Management Cases (AJMC), maintaining database of cases and arranging conferences. The knowledge generation is done through the Case Roundtables that facilitate the development of case studies by encouraging discussion and peer-review of work-in-progress. The dissemination of this knowledge is done through conferences that are held by the CRC.
Previously, the CRC had two conferences, namely AJMC (Asian Journal of Management Cases) and IRMC (International Research Conference on Contemporary Management Practices). They have now been combined under the name of SAMRC after the international collaboration with IIMB (Indian Institute of Management Bangalore).

South Asian Management Research and Case Conference

3rd South Asian Management Research and Case Conference 2013 (SAMRC) was held in IIMB,
Bangalore, India on December 27-29, 2013. The theme of the conference was “Celebrating South Asia: Explorations of the Contributions to Global Economy.”
The vision of the conference was to “Increase the strategic role of South Asia in the global economy, especially in the context of other emerging economies”. Moreover, the conference aimed to “Bring together scholars engaged in research and case writing on the unique business models and practices prevalent in South Asia” in the context of management research and education.
Given the theme of the conference, academic contributions were invited on the following tracks:
1.      Teaching cases
2.      Research papers
3.      Panel proposals
4.      Proposals for doctoral colloquia
Important deadlines for the conference were following:
1.       Submission deadline - August 15, 2013
2.       Review decision - September 05, 2013
3.       Early bird registration date - September 30, 2013
4.       Regular registration date - November 30, 2013
5.       Doctoral colloquia date - December 26, 2013
6.       Conference date - December 27-29, 2013

The detailed conference schedule is attached (Exhibit 1).
Basic criterion for accepting submissions was based on their “originality, rigor, and relevance to the conference theme”. Being a host, IIMB was responsible for issuing the call for submissions globally. However, conference committee members from LUMS also sent call for submissions to related universities in Pakistan. The call for submissions states what sort of papers the conference committee is looking for, the conference agenda and the schedule.  Refer to Exhibit 2 for a sample call for papers sent by Dr. Junaid Ashraf to Dr. Farooq-e-Azam, Dean Faculty of Management Sciences, IBT Karachi.
Submissions were made on the conference website. According to Abdul Karim, member of the conference committee, IIMB sent the Pakistani articles to CRC. CRC filtered out the ones which were not aligned with the conference’s main theme and then sent the rest to blind reviewers for reviewing. Blind reviewers accepted, rejected or granted conditional acceptance to the article along with feedback to the author via the CRC. The author makes the necessary changes after which the CRC sends the review form back to IIMB. IIMB then communicates the final decision to author via email. 
In total 150 submissions were received out of which 51 were from Pakistan and 15 were from LUMS. A total of 94 submissions were accepted out of which 42 were from Pakistan. It is notable that all 15 papers from LUMS were accepted. Only 88 people were present in the conference, either physically or virtually via Skype. 

Conference fee for delegates from South Asian countries (India, Pakistan, Nepal, Sri Lanka, and Bangladesh) was 3000 Indian Rupees and for delegates from all other nations was US$75.

The Conference managing committee comprised of renowned Professors from LUMS and IIMB:
      Abdul Karim Khan, Lahore University of Management Sciences
      Anjula Gurtoo, Indian Institute of Science, Bangalore
      Ganesh N Prabhu, Indian Institute of Management Bangalore
      Junaid Ashraf, Lahore University of Management Sciences (Conference Chair)
      Muhammad Naiman Jalil, Lahore University of Management Sciences
      R Srinivasan, Indian Institute of Management Bangalore (Conference Chair)
      Shazib E. Shaikh, Lahore University of Management Sciences
This event was organized by the research committee which made all the policies and supervised the organization process while the administrators (e.g. directors and editors) implemented those policies and organized the conference. The focus of the conference and content of papers was decided by the research committee.  The conference secretariat comprised four members from each university. Junaid Ashraf was the conference chair from LUMS and he had three faculty members namely Shazib E. Sheikh, Abdul-Karim and Abdul Rehman Malik to assist him. R Srinivasan was the conference chair from IIMB. Ayesha was the administrative editor (she looked after issues like publishing and conference proceedings and proofreading) mainly but she also made academic decisions (which mainly involved making sure that the theme of the papers is aligned to the theme of the conference.) She acted as the first buffer check in the system. Academic decisions were mainly done by the associate dean (Junaid Ashraf). The conference was financed by various sponsors including SAGE and the fee submitted by delegates. The logistics were handled by IIMB. 

CHALLENGES AND HURDLES

The conference fell short in some areas due to certain short comings in the planning, management, and the communication strategies employed by CRC and the organizing committee. Following are some of the problems that were identified with regard to their communication strategy; 

Communicate to Legitimize?

Once a conference is planned with its theme decided, CRC announces a call for papers from scholars and institutes around the world.  It aims at attracting a global audience, however most of the time it fails. One major reason is the absence of legitimacy for LUMS in general and the SAMRC as a conference amongst the international community. People would not want to pay and travel halfway around the world for a conference if they are not sure that it is going to be worth the effort. “No one knows about SAMRC”, said Shoaib-ul-Haq, a teacher at LUMS and a former participant in the 2013 SAMRC conference.
Moreover, the fields of study covered by the conference are limited and many people are turned down due to the fact that their area of specialization is not relevant to the conference theme. Similarly the issue of legitimacy arises when CRC is trying to convince experts of different fields to review the research articles on a volunteer basis. Most of the participants in the conference are Indians and Pakistanis. There is a need to attain global acceptability by ensuring attendance and participation of a diverse group of renowned scholars from around the globe. For this, CRC needs more resources and a larger budget to expand and modernize itself but at the same time there is a need to effectively communicate the true worth, the mission, vision and objectives of the conference to the general public to gain legitimacy. 

Communication of criteria for evaluation:

The initial call for papers sent out by the CRC to institutions all around the globe contains a brief description of the kind of papers it is looking for the purpose of the SAMRC (Exhibits 3). It states that “management issues for sustainable business, especially in the context of emerging markets” are the focus of this conference. It also states that “submissions may take the form of research papers or teaching case studies” and that all submissions will be reviewed based on “originality, rigor, and relevance to the conference theme”. The call for papers contains insufficient information to communicate effectively to the delegates what the submissions should actually look like. In contrast, the call for submissions for the Academy of Management- one of the leading global conferences for Management (Exhibit 4) contains detailed information about subject divisions and interest groups, code of ethics, program session types and other relevant topics. Communication of insufficient information about proper guidelines is a hindrance to the development of trust and confidence among potential delegates and reduces the likelihood of them to register and pay for the event. 

Visa issue and contingency plan (Skype):

A major stumbling block for the success of SAMRC 2013 was the non-issuance of visas by the Indian embassy. Many delegates from Pakistan, most of which were from LUMS, did not get their visas issued on time and so they could not attend the conference. As LUMS was a co-host of the event, the non-issuance of visa became a greater problem. According to CRC, the Indian embassy does not respond to telephone calls at all, so it was no use trying to contact it to speed up the visa process. 
A similar problem arose during the previous conference (AJMC, January 2013) which was held in Pakistan. Eleven people from India were supposed to attend it but only six people got their visas and the rest were unable to attend. When asked about their opinion on the thought that the
Indian government had denied the Pakistani delegates’ visas in retaliation to this, the CRC officials appeared to be divided over the issue. “It is always a mutual game”, said Mr. Shafqat while Mr. Shoaib maintained a more optimistic stance and said, “I don’t think it was reciprocated”. The CRC appeared to be convinced that IIMB tried its best to negotiate with the Indian government to process the visas on time. “Indo-Pak relations have always been very volatile. When the Pakistani government denied/delayed the visas for the Indian delegates, the Indian government had to reciprocate the gesture and deny our delegates Indian visas in the subsequent conference. But if we had anticipated earlier we could have worked on a Plan B instead”, said Abdul-Rehman Malik, a professor at LUMS and one of the delegates of the conference who did not get their visas. 
The delegates who did not get visas participated in the conference via a Skype session that was organized by CRC at LUMS. However a major failure on the part of CRC was that although a similar disaster had occurred only a year ago and they had every reason to believe that it would happen again they had failed to communicate this effectively to the delegates and mentally prepare them for the fact that they might not be able to attend the conference at all. Further, they had not thought of a plan B beforehand, should such a situation arise, and so they had to plan the Skype session on the eleventh hour. Only delegates from LUMS were able to attend the Skype session because the details could not be communicated to participants from other institutes in Pakistan. “When we did eventually encounter the issue, conducting a virtual conference was one of the solutions but that did not work out as well as it could have. We could have publicized the virtual conference beforehand, for greater audience involvement. Advertisement would have been done on a larger scale”, said Abdul-Rehman Malik. 
Up to the date of the conference in India, the situation was very ambiguous. CRC wasn’t clear on whether or not the visas would be issued or not, so were the delegates. There was a grey area with regard to the issuance. This highlights the extent of the communication gap between the event organizers and the external parties vital to the success the event, in this case the Indian Embassy. 

Delay of Review?

The delegates have to first send in their case/ research paper entries via the online portal. Once they are received by the Indian Institute of Management Bangalore (IIMB), the IIMB is responsible for filtering the papers in accordance with their alignment with the conference themes and the respective conference agenda. Once they have been filtered, they are sent back to the CRC for further review, the CRC then assigns blind reviewers, mostly instructors who further check for formatting. This paper will then be sent back to the author of the paper for rectification of any errors.  
Some faculty members do not review cases on time, so some articles have to be submitted without the necessary changes.  One reason for this is that reviewing takes time. To give a constructive feedback instructors need time for review. Some cases are received ahead of time; however some are submitted on deadlines which give insufficient time for review.
According to Muhammad Asim, one of the faculty members, “CRC sends polite reminders, which may not always be enough.”
This reflects how the CRC’s communication with the delegates and reviewers via emails is not effective enough. 

Review Status:

Usually the case processing works in such a way that after the applicant submits his case an acknowledgement email is received which states the review stage of the case. The delegates do not know whether the case review has progressed or it is still with the desk editor. This reflects badly on the CRC as many delegates who are participating from universities other than LUMS may have difficulty in contacting the CRC. This might even be a hassle for LUMS instructors who are already pre-occupied with their own work. As Adnan Zahid mentioned; “The least effective way of communication is via email, and the most effective, is, of course personal (faceto-face) interaction.”
After the paper has been reviewed and accepted, an email is sent to the participants stating the due date for registration and the requirements for acquiring a visa. The applicants then have to carry out visa processing on their own. 
Many delegates do not even check their emails; some delete their emails before even skimming through them. The CRC does conduct a follow up after emails on registration, but this is also feasible for only those delegates situated at LUMS. For others, phone calls are made.
The SAMRC website was one of the tools used for conference management; however, it lacked the kind of robustness which is required of a web-portal which should be self-sufficient in guiding and facilitating the conference delegates. Adnan Zahid compared the site for Harvard
Business Review with that of SAMRC, stating that there is a ‘Chicken & Egg difference’. Such websites are expected to have proper review progress for each participant, rankings for different case papers, top researches as well as a user friendly interface. The AMRC website is not as effective as a communication tool.

Live Updates:

In order to facilitate delegates who are on their way to the conference, a conference schedule is drawn up which lists down activities for the entire conference period. This, of course, is a tentative plan as not everything can go as planned.
According to Naiman Jalil, who was also one of the members of the organizing committee, many conferences have a separate communications department that broadcasts the various happenings. CRC lacks this kind of communication. A schedule is available on the web portal (Exhibit 1) which specifies the venues and the schedule. However, due to unforeseen circumstances changes may have to be made and if all the delegates aren’t present at the same place, these changes may be impossible to communicate at a moment’s notice; resulting in slow and ineffective transmission of information to the delegates.
Such changes in schedule and venues by various media (including blogs and twitter) for the participants as well as the general public are available on other international conference portals, but was lacking on SAMRC web site. 

Development of Brand Identity:

The CRC had two conferences, namely AJMC (Asian Journal of Management Cases) and IRMCP (International Research Conference on Contemporary Management Practices). AJMC focused mainly on case studies while IRMCP focused on research papers. In 2013, they were combined under the name of SAMRC after the international collaboration with IIMB (Indian Institute of Management Bangalore).
The next conference is a collaboration with another institute from Malaysia namely UniversitiSains Malaysia (USM). Since Malaysia is not a part of South Asia, the name of the conference to be held in January 2015 has been decided to be AMRC (Asian Management Research and Case Conference). This constant changing of name of conference must have stunted the development of a brand identity for these conferences. The basic elements, such as the name, of an academic event identify and distinguish the brand in a participant’s mind. The absence of a consistent name for the conference must have caused the global perceptions of the conference to suffer by hindering the development of reputation of the conference. 

ALTERNATIVES

To help build awareness of their conference, increase paid attendance and boost advertising, CRC needs to improve their promotion and communication plan. Mr. Shafqat could consider many alternatives to solve the problems faced in SAMRC 2013 for future success.

Objectives

The objectives of developing a communication strategy would be as follows;
      Improve feedback mechanism with stakeholders
      Increase incoming audience and legitimize the conference 
      Avoid obstacles through development of contingency plan

Stakeholders:

Major stakeholders in SAMRC 2013 could be divided into mainly three categories:
1.  Partners: This conference was a result of a joint collaboration between SDSB and IIMB and both were under constant communication. The internal Departments managed responsibilities independently and then discussed with HOD. Another partner was HEC Pak (Higher Education Commission), which was also sponsoring the event.
2.  Interested Bodies and Individuals
i.               MNC’s executives: Research papers document a phenomenon and add to the body of knowledge. Papers submitted for this conference would be grounded in established management theory and would pertain to any of the following disciplines, including strategy, organization behavior, human resources management, marketing, finance, accounting, operations management, information systems, entrepreneurship, economics and social sciences, public policy, corporate social responsibility, and natural environment. Furthermore brief (executive) cases were also included. They are explicitly focused on the decision to be made and therefore, these cases are structured with just the exposition of the problem at hand, with a passing reference to the context. Managers who are exposed to the research are eager to learn the practical implications
of the knowledge being offered and therefore focus their attention on the search for improvements.
ii.             Business Management Students: Teaching cases developed for the conference are targeted at business management undergraduate/graduate students in South Asia and elsewhere. These cases provide students with an opportunity to work with a range of evidence, and improving their ability to apply the vocabulary, theory and methods they have learned in the course. It enables them to devise and defend solutions to the problems at the heart of each case.

3.  Staff: This includes the internal department staff of CRC and the organizing committee. The organizing committee comprises of conference chairs from both LUMS and IMBB and other faculty members.
4.  Others: Moreover CRC was in constant contact with the Indian Embassy through intermediaries; they hired agents in American Express who would communicate with Indian High Commission for visas status update.

Strategic options and Outline of approach

Legitimacy
To substantiate their conference and increase incoming global audience CRC should be acquainted with what is current in management research to keep their conference up to date. Mr.
Shoaib-ul-Haq, a former SAMRC participant, suggested, “CRC should invite popular researchers who can provide legitimacy to the conference”. However to improve their promotion and invite researchers, more resources would be required. The conference’s goal of contribution and dissemination of knowledge should be effectively communicated to the global audience to substantiate the legitimacy of the conferences. 
External Communication
Another important consideration for CRC in external communication is the development of the current CRC website. Proper search tools, ratings, new articles, top researches and review progress should be incorporated. The name of the conference should remain consistent with a constant URL, which would improve brand identity and make it easier for participants to refer to it. 
The organizing committee should have a separate Communication & Public Relations Chair, responsible for publicity and public relations for the conference. Managing lists of media contacts and past and potential attendees should be efficiently handled. Key messages created beforehand along with, press releases and other written material should keep LUMS branding guideline under consideration in all the communication. CRC should work with journalists and news outlets to publicize the conference. Schedules for contacting media, sharing information and delivering key messages and important points about the conference should all be arranged in time and with collaboration with the host country.
IEEE, an association of technical professionals, uses an e-Notice service to send e-mails to the entire IEEE membership database. IEEE e-Notice is an electronic newsletter subscription service, which facilitates e-mail distribution of newsletters, meeting notices, social events, and IEEE conference materials.[1] Likewise CRC should maintain a database of past participants and should keep them in touch with new ongoing events. A similar service should be introduced, which would aid in communication and retention of participants.
The publicity and communication plan of the conference should be segregated in terms of Preconference and Post-conference. The post-conference communication should aim at highlighting the success of the conference and the main events so that readers and participants will be motivated to attend the next conference.
CRC should designate a photographer for its conferences. Pictures from technical sessions, social gatherings, etc. should be used as a publicity tool to communicate the legitimacy of the conference, to attract a global audience.
The call for papers should contain sufficient information about proper guidelines to develop trust and curtail confusions among potential delegates and increase their likelihood to register and pay for the event. Like the Academy of Management, CRC should also include the details of the various subject categories that branch from the main theme of the conference. (Exhibit 4) Communication in a crisis
If CRC had foreseen the potential issue of visa, LUMS could have used some direct resources and contacts. For instance, Syed Babar Ali, one of the co-founders of LUMS has links in the Indian High Commission. Hence, something could have been done and a proper strategy could have been devised to operationalize these resources to resolve the issue. CRC should have probed the host, IMBB, to converse to the government and exploit the situation.
CRC should create an emergency response plan beforehand, which defines who is responsible and what should be done if a crisis occurs. There should be a contingency plan in place for situations such as visa issuance. A Skype conference could be one of the alternatives; however the time, venue and arrangements of a Skype conference should be planned and communicated to participants in advance. CRC could have publicized the virtual conference beforehand, for greater audience involvement. If CRC could introduce a service like IEEE e-notice, last minute changes can be communicated easily to the audience.
Delayed review
A few reviewers are not able to review cases on time due to late submission of papers from participants and consequently from CRC. Reviewers who do not have time to review on an urgent basis can ask CRC to send cases in advance. A reviewer advised that editing should be done on an earlier basis to minimize the delay. There should be an open feedback mechanism through which reviewers can propose recommendations either through personal contact or through online suggestion survey. 
Resources
The delivery of the strategy would be dealt by conference chairs of the organizing committee and Mr. Shafqat from CRC. 
       Dr Junaid Ashraf (LUMS Conference Chair)
       Dr R. Srinivasan (IIMB Conference Chair)
The increased costs associated would be of inviting renowned researchers, improving quality of website, increasing publicity through press release and journalists and developing an E-notice service.
The following table summarizes the projected costs and time line for the implementation of the communication strategy.
Audience
Communication Activity
Objective
Cost
Timeframe
Participants/ prospective participants
§  Maintaining social network presence
§  Photographs
Legitimacy

Negligible

After one conference ends-call for papers for next conference
Participants/ prospective participants
§  Website quality: search tools, ratings, top researches, review progress
§  Suitable Call for papers
Legitimacy, external communication
Negligible

Pre-conference, initial stage
Participants/ prospective participants
§  Media coverage
§  Press Release
§  Working with journalists
Legitimacy
Hiring,
Publishing
During event
Reviewers
§  Feedback session
§  Blind online suggestions survey
Become aware of issues and improvements
Negligible

One month after conference ends
Participants
§ E-notice service
Communicate
live updates, contingency plans
Software development

During and after conference

CONCLUSION

Considering the issues faced in SAMRC 2013, Mr. Shafqat knew that the alternatives needed to be reflected on to avoid similar challenges in the future and to make the Asian Management Research and Case Conference (AMRC) 2015 a success.


Communication at YLES (case study)

INTRODUCTION

The Young Leaders’ Entrepreneurial Summit (Y’LES), the flagship event of the LUMS Entrepreneurial society was four days away.  The General Secretary of LES (LUMS Entrepreneurial Society), Ozair Haseeb sat in his dorm room at 4 am, consistently calling his core team to ensure everything was on track.

He called the Director of Operations, Ahsan, for an update on the delivery of supplies.  “Ozair, we went to the procurement office today to check, they said they’re handling it and will take an update from the vendor and let us know.” Ozair looked visibly anxious, “Let us know? How? We will have to go to their office again, please go tomorrow again and check.” 

Ozair had no way to check whether the required material was according to their specifications and if the order was to be delivered on time. After months of planning, sleepless nights and sacrifices, the events success lay on the procurement department’s capabilities. Ozair had placed the order well before time, he knew how things worked here but fearful doubt still nagged at him.

“You never know with these guys… better send Ahsan again”, he thought.

Ahsan went to the procurement office for the third time within 2 days. “You’re here again? The delivery date is after 2 days, on the 18th right? Let me call the vendor and take an update from them.” said the procurement officer.  After twenty minutes of waiting in the office, he responded, “The vendor will deliver on the 18th as decided, nothing to worry about. I called him.”  Ahsan sighed with relief.  “That should pacify Ozair for a while!”

On went the preparations, and soon the event was just round the corner. It was the evening of January 18th, and the supplies had not arrived yet. Ozair, trying to remain calm, contacted the procurement department again and told them that the supplies had not been delivered, and reiterated the fact that the event was just 2 days away. The procurement manager called the vendors to inquire the reason for the delay and found out that there had been a shortage of one of the items they had ordered. However, he was certain that the order will be received the next day. Ozair was not so sure.

 It was 19th January 2014 when the order was finally delivered. As Ozair opened the boxes, he realized the tent was not of the color they had ordered originally (which were based on the color theme of their award ceremony at the end of the event) coupled with the issue that the stationary and miscellaneous items ordered were not of the brand originally mentioned.

Ozair, through no fault of his own was left visibly disappointed. He visited the procurement officer to understand what went wrong. “The order isn’t according to your requirements? Here is the email we sent to the vendor, exactly the specifications you submitted.”  Ozair, even more surprised replied “Yes, sir. The email mentions the things ordered but not the exact color of the tent or the brand of stationary ordered. Our event is tomorrow and we don’t have any time to send it back.  We explained everything to you in person.” The procurement ended the conversation by saying “Yes, and I forwarded all the specific details to the vendor over the phone, either I can inform the vendors about this issue or you can proceed with this order. Your call.”

Ozair was left helpless. What disappointed him the most was the unfortunate turn out of the tent color. The society had decided that they would end the event with a bang and would go with a color themed closing ceremony. Everything was planned to be in accordance with the green and gold theme. The tables, the décor, the lighting, even the china. It would be next to impossible to incorporate the greenish tents they now had at their disposal. This was not what he had in mind at all.

 However, with the event happening the next day, Ozair realized there was not much he could do at this point in time. He decided to keep the unsatisfactory delivery and carry on with the event. The procurement officer went ahead with the payment process for the vendor, least bothered by the disappointed faces.

“Business as usual”, said Ozair.

BACKGROUND

The Young Leaders' and Entrepreneurs' Summit is a nation-wide event hosted by Lahore University of Management Sciences (LUMS), one of the most prestigious universities of Pakistan which prides itself on Business Studies being it’s unique selling proposition. YLES is an event where participants from all over Pakistan come to share their ideas for sustainable and innovative business start-ups. Its primary aim is to bring the idea of entrepreneurship to the youth of today, and encourage them to break out of their bubble, color outside the lines, and build something new from the ground up. Through this summit, ideas which have the potential flourish into successful business ventures are recognized and rewarded.

The process of procuring any item by the student run societies starts with the submission of indent forms to Mr. Ali Shah at the office of extracurricular activities (Refer to Exhibit C). The indent form consists of the items to be procured and their costs. He approves the indent and sends a purchase requisition to the procurement. A Purchase Requisition (PR) number is then issued to the societies. The society then contacts the Procurement department, regarding the requirements, a considerable time prior to the event itself, for large, flagship events this is usually 2 to three months. As soon as the procurement department receives the purchase requisition, they contact their external vendors (RFQ), who give the department various sales offers. The department chooses the vendors that provides the requirements at the lowest price in the lowest time without compromising on quality. Each member of the department deals with different audience. For the student-run societies, it is Mr. Waqar. After choosing the vendors, Mr. Ateeq-ur-Rehman at the office of extracurricular activities issues the societies a Service Inquisition Request (SIR) form. The department receives the products from the vendors and stores them in the a warehouse behind the School of Science and Engineering, where the inspection report is generated and forwarded to the user through SAP. All the transactions done are system generated via this software. The end user verifies the inspection report after inspecting the product. After the product is verified, the GRN (good receipt note) is generated. The vendor then sends the invoice which is sent to the finance department for the payment process. The payment is made through the finance department. Procurement department gets the intimation that check has been delivered to the vendor and the process gets completed from PR to GRN. This process is summarized in Exhibit A.

Ozair was not the only one dealing with the procurement department. The department plays an integral role in ensuring that supplies, equipment and services are available for all the departments and societies at LUMS.  The department has a list of approved vendors it is responsible for dealing with. However, like in the case of Y’LES, things rarely go as planned.

Y’LES was a three day event where participants from all over Pakistan participated. In order to execute such a large scale event, several supplies were required and a request was placed 2 months before the event was to occur. Despite the organizing team’s excessive work and diligence, there were apparent issues of miscommunication in placing the order.

THE CORE ISSUE

The extensive process and the long chain of command in communicating a decision is perhaps one of the primary reasons behind the problems Ozair and his team faced. When a purchase order is made, it is required to be first signed by the purchase officer, the deputy manager and then the Head of the procurement Department. With the various chains of command in place, the time needed for a request to be processed is extensively increased.  This results in unnecessary delays, as the team’s regular visits and frequent emails (Exhibit D) to the procurement department prove. Refer to Exhibit B for the communication hierarchy.

The issue of communicating with the extra-curricular activities department initially and waiting for them to forward their response to the procurement department is an immensely frustrating and unreliable process.  The LES team had to repeatedly visit the procurement office after they submitted a request, in order for the procurement officers to pay attention to them. The long chain of communication results in a process of “Chinese whispers” where messages may be subjected to distortions and delays. In a nutshell, this is a huge barrier to effective communication.

What concerned Ozair the most was how the sponsors would react to this. The main sponsor for the event was Mountain Dew, who had requested the green and gold theme. The red tents were horribly clashing with the rest of the décor, and Ozair knew they were not going to be happy about this. They had been extremely specific about the type of promotion they required YLES to do for them. He shuddered, thinking about the long term impact of this. Will other sponsors back out from our future events? Will our reputation be affected by this? To some, it was simply a difference of color or the shortage of a few miscellaneous items. But Ozair knew what it meant to the stakeholders involved in the event. This is not what they signed up for. Moreover, what about the participants, who were one of the primary stakeholders in this situation? Lastly, Ozair also wondered how the procurement department could implement a software without training their employees. Something wasn’t right.

PROCEDURES OVER COMMUNICATION

The deputy manager for the procurement department, Mr. Muhammad Iqbal, points out that the type of work they do is more “technical”. Technical mechanisms therefore play a much greater role than communication. The focus of their operations is mainly on policies and procedures for procurement of particular items rather than on communicating, be it internally or externally, to the vendors and the end users such as other departments or societies of LUMS.

The issue of the long chain of communication and the inertia it produces is sidelined.  Their deputy manager admits that the use of emails has been encouraged as a form of communication, despite the fact that vendors are sometimes unable to effectively decode instructions through emails, and thus require personal calls or in person meetings. But he believes that emails are important in retaining evidence of a conversation taking place, filing a record of instructions given and thus, it supersedes other forms of communication.

This tedious process thus reinforces red tape and procedural emphasis, and has hijacked personal relationship building, with a reduction in personal meetings and phone calls, occurring within the procurement department.


BROKEN TRIANGLE OF COMMUNICATION

Currently, with the dense structure of communication channels established by them, the procurement department believes it is equipped to deal with the vendors directly and the role of the end users in forming a triangle of communication with the vendor and the procurement department is undermined.

There was no mechanism in place for Ozair to directly communicate with the vendor and explain his requirements as the procurement department played the middle-man in communicating these specificities which did not end well for the society.

The focus on improvement as their deputy manager points out is based on, “…working on our weaknesses and trying to fill the gaps in communication between the vendors and the procurement department.” There is little emphasis on completing a network of communication between the three parties involved. This can be shown in Exhibit E.

PROCUREMENT AND THE ECA (Extra-Curricular Activities Department)

There are designated members of the procurement department for dealing with each department at LUMS. However, just like Ozair and his team, for student societies at LUMS to proceed with the procurement process, they must submit a request through the ECA department.

The ECA works under the Office of Student Affairs, and maintains a weak communication link with the procurement department. With a weak follow up mechanism in place, the procurement department struggles to deal with the inflow of individual requests coming in. Communication with these students is done on an individual basis, rather than through an official channel.  This leads to delays and miscommunication.




ERP SOFTWARE

The ERP software does not keep a record of quality of the product ordered as well as the time the vendor took to deliver it. As seen in Ozair’s case, the quality of the products ordered was not up to the mark mainly nor was the color of the tent equivalent to what was ordered. This lack of quality, accuracy and time delay is not specifically configured by this software, hence making it difficult for the management to assess and select new vendors accordingly.

More importantly, when the ERP software was installed last year, the employees were not given any training on how to operate it. Without sufficient training and knowledge on how to use the software, the employees had no option but to either avoid using it, or to learn themselves. Most of the work was hence still being done manually. This lead to inefficiency in running the software along with the increasing risks of mistakes while operating it. The software has the ability to combine all of the data of the order thus making it easier for the management to keep a record of the order placed and the processes done. But unfortunately, maximum benefit from this system could not be reaped.

When asked, Muhammad Iqbal stated on this issue “The ERP software is just an identification of the process that has been completed. The quality assurance of the order is made by the students themselves, who are placing and receiving the order, via the good receipt note”. However, due to the long process of communication and the extent of burden on the society’s president to plan, organize and run the event, the concept of good receipt note does not happen practically. Even if there is a gap in the product quality, the end user compromises with it because the product is usually delivered at the end date and they are unable to take the risk to send the products back and ask for a replacement as it would take time.




CONTINGENCY PLAN

The procurement department does not have a contingency plan in place in case there is an error made during the process of procurement. The long chain of command ensures that errors are made during communication, and products are not made according to exact specifications. However, the only route to make the correction is through returning the products, which is a time consuming process. 

CONCLUSION


A vicious cycle of stagnation resides, where the complex communication channels continually ensure that the process for change is ineffective within the department. Even simple changes in procedures or standard operations need to be approved through various channels as well, and the inertia continues to survive. Ozair had no choice but to try and put the disappointment behind him, and do his best to make sure nothing else goes wrong. The show must go on.