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Information Technology
and Organizational

Learning
Managing Behavioral Change

in the Digital Age
Third Edition

http://taylorandfrancis.com

Information Technology
and Organizational
Learning
Managing Behavioral Change

in the Digital Age
Third Edition

Arthur M. Langer

CRC Press
Taylor & Francis Group
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Boca Raton, FL 33487-2742

© 2018 by Taylor & Francis Group, LLC

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V

  • Contents
  • Foreword
  • xi
    Acknowledgments xiii
    Author xv
    IntroductIon xvii

    chApter 1 the “rAvell” corporAtIon

    1

  • Introduction
  • 1
    A New Approach 3

    The Blueprint for Integration 5
    Enlisting Support 6
    Assessing Progress 7

    Resistance in the Ranks 8
    Line Management to the Rescue 8
    IT Begins to Reflect 9
    Defining an Identity for Information Technology 10
    Implementing the Integration: A Move toward Trust and
    Reflection 12
    Key Lessons 14

    Defining Reflection and Learning for an Organization 14
    Working toward a Clear Goal 15
    Commitment to Quality 15
    Teaching Staff “Not to Know” 16
    Transformation of Culture 16

    Alignment with Administrative Departments 17
    Conclusion 19

    VI Contents

    chApter 2 the It dIlemmA 21
    Introduction 21
    Recent Background 23
    IT in the Organizational Context 24
    IT and Organizational Structure 24
    The Role of IT in Business Strategy 25
    Ways of Evaluating IT 27
    Executive Knowledge and Management of IT 28
    IT: A View from the Top 29

    Section 1: Chief Executive Perception of the Role of IT 32
    Section 2: Management and Strategic Issues 34
    Section 3: Measuring IT Performance and Activities 35
    General Results 36

    Defining the IT Dilemma 36
    Recent Developments in Operational Excellence 38

    chApter 3 technology As A vArIAble And responsIve
    orgAnIzAtIonAl dynAmIsm 41
    Introduction 41
    Technological Dynamism 41
    Responsive Organizational Dynamism 42

    Strategic Integration 43
    Summary 48

    Cultural Assimilation 48
    IT Organization Communications with “ Others” 49
    Movement of Traditional IT Staff 49
    Summary 51

    Technology Business Cycle 52
    Feasibility 53
    Measurement 53
    Planning 54
    Implementation 55
    Evolution 57
    Drivers and Supporters 58

    Santander versus Citibank 60
    Information Technology Roles and Responsibilities 60
    Replacement or Outsource 61

    chApter 4 orgAnIzAtIonAl leArnIng theorIes And
    technology 63
    Introduction 63
    Learning Organizations 72
    Communities of Practice 75
    Learning Preferences and Experiential Learning 83
    Social Discourse and the Use of Language 89

    Identity 91
    Skills 92

    VIIContents

    Emotion 92
    Linear Development in Learning Approaches 96

    chApter 5 mAnAgIng orgAnIzAtIonAl leArnIng And
    technology 109
    The Role of Line Management 109

    Line Managers 111
    First-Line Managers 111
    Supervisor 111

    Management Vectors 112
    Knowledge Management 116
    Ch ange Management 120
    Change Management for IT Organizations 123
    Social Networks and Information Technology 134

    chApter 6 orgAnIzAtIonAl trAnsFormAtIon And the
    bAlAnced scorecArd 139
    Introduction 139
    Methods of Ongoing Evaluation 146
    Balanced Scorecards and Discourse 156
    Knowledge Creation, Culture, and Strategy 158

    chApter 7 vIrtuAl teAms And outsourcIng 163
    Introduction 163
    Status of Virtual Teams 165
    Management Considerations 166
    Dealing with Multiple Locations 166

    Externalization 169
    Internalization 171
    Combination 171
    Socialization 172
    Externalization Dynamism 172
    Internalization Dynamism 173
    Combination Dynamism 173
    Socialization Dynamism 173

    Dealing with Multiple Locations and Outsourcing 177
    Revisiting Social Discourse 178
    Identity 179
    Skills 180
    Emotion 181

    chApter 8 synergIstIc unIon oF It And
    orgAnIzAtIonAl leArnIng 187
    Introduction 187
    Siemens AG 187

    Aftermath 202
    ICAP 203

    VIII Contents

    Five Years Later 224
    HTC 225

    IT History at HTC 226
    Interactions of the CEO 227
    The Process 228
    Transformation from the Transition 229
    Five Years Later 231

    Summary 233

    chApter 9 FormIng A cyber securIty culture 239
    Introduction 239
    History 239
    Talking to the Board 241
    Establishing a Security Culture 241
    Understanding What It Means to be Compromised 242
    Cyber Security Dynamism and Responsive Organizational
    Dynamism 242
    Cyber Strategic Integration 243
    Cyber Cultural Assimilation 245
    Summary 246
    Organizational Learning and Application Development 246
    Cyber Security Risk 247
    Risk Responsibility 248
    Driver /Supporter Implications 250

    chApter 10 dIgItAl trAnsFormAtIon And chAnges In
    consumer behAvIor 251
    Introduction 251
    Requirements without Users and without Input 254
    Concepts of the S-Curve and Digital Transformation
    Analysis and Design 258
    Organizational Learning and the S-Curve 260
    Communities of Practice 261
    The IT Leader in the Digital Transformation Era 262
    How Technology Disrupts Firms and Industries 264

    Dynamism and Digital Disruption 264
    Critical Components of “ Digital” Organization 265
    Assimilating Digital Technology Operationally and Culturally 267
    Conclusion 268

    chApter 11 IntegrAtIng generAtIon y employees to
    AccelerAte competItIve AdvAntAge 269
    Introduction 269
    The Employment Challenge in the Digital Era 270
    Gen Y Population Attributes 272
    Advantages of Employing Millennials to Support Digital
    Transformation 272
    Integration of Gen Y with Baby Boomers and Gen X 273

    IXContents

    Designing the Digital Enterprise 274
    Assimilating Gen Y Talent from Underserved and Socially
    Excluded Populations 276
    Langer Workforce Maturity Arc 277

    Theoretical Constructs of the LWMA 278
    The LWMA and Action Research 281

    Implications for New Pathways for Digital Talent 282
    Demographic Shifts in Talent Resources 282
    Economic Sustainability 283
    Integration and Trust 283

    Global Implications for Sources of Talent 284
    Conclusion 284

    chApter 12 towArd best prActIces 287
    Introduction 287
    Chief IT Executive 288
    Definitions of Maturity Stages and Dimension Variables in
    the Chief IT Executive Best Practices Arc 297

    Maturity Stages 297
    Performance Dimensions 298

    Chief Executive Officer 299
    CIO Direct Reporting to the CEO 305
    Outsourcing 306
    Centralization versus Decentralization of IT 306
    CIO Needs Advanced Degrees 307
    Need for Standards 307
    Risk Management 307

    The CEO Best Practices Technology Arc 313
    Definitions of Maturity Stages and Dimension Variables in
    the CEO Technology Best Practices Arc 314

    Maturity Stages 314
    Performance Dimensions 315

    Middle Management 316
    The Middle Management Best Practices Technology Arc 323

    Definitions of Maturity Stages and Dimension Variables in
    the Middle Manager Best Practices Arc 325

    Maturity Stages 325
    Performance Dimensions 326

    Summary 327
    Ethics and Maturity 333

    chApter 13 conclusIons 339
    Introduction 339

    glossAry 357
    reFerences

    363

    Index 373

    http://taylorandfrancis.com

    XI

    Foreword

    Digital technologies are transforming the global economy. Increasingly,
    firms and other organizations are assessing their opportunities, develop-
    ing and delivering products and services, and interacting with custom-
    ers and other stakeholders digitally. Established companies recognize
    that digital technologies can help them operate their businesses with
    greater speed and lower costs and, in many cases, offer their custom-
    ers opportunities to co-design and co-produce products and services.
    Many start-up companies use digital technologies to develop new prod-
    ucts and business models that disrupt the present way of doing busi-
    ness, taking customers away from firms that cannot change and adapt.
    In recent years, digital technology and new business models have dis-
    rupted one industry after another, and these developments are rapidly
    transforming how people communicate, learn, and work.

    Against this backdrop, the third edition of Arthur Langer’ s
    Information Technology and Organizational Learning is most welcome.
    For decades, Langer has been studying how firms adapt to new or
    changing conditions by increasing their ability to incorporate and use
    advanced information technologies. Most organizations do not adopt
    new technology easily or readily. Organizational inertia and embed-
    ded legacy systems are powerful forces working against the adoption
    of new technology, even when the advantages of improved technology
    are recognized. Investing in new technology is costly, and it requires

    XII Foreword

    aligning technology with business strategies and transforming cor-
    porate cultures so that organization members use the technology to
    become more productive.

    Information Technology and Organizational Learning addresses these
    important issues— and much more. There are four features of the new
    edition that I would like to draw attention to that, I believe, make
    this a valuable book. First, Langer adopts a behavioral perspective
    rather than a technical perspective. Instead of simply offering norma-
    tive advice about technology adoption, he shows how sound learn-
    ing theory and principles can be used to incorporate technology into
    the organization. His discussion ranges across the dynamic learning
    organization, knowledge management, change management, com-
    munities of practice, and virtual teams. Second, he shows how an
    organization can move beyond technology alignment to true technol-
    ogy integration. Part of this process involves redefining the traditional
    support role of the IT department to a leadership role in which IT
    helps to drive business strategy through a technology-based learn-
    ing organization. Third, the book contains case studies that make the
    material come alive. The book begins with a comprehensive real-life
    case that sets the stage for the issues to be resolved, and smaller case
    illustrations are sprinkled throughout the chapters, to make concepts
    and techniques easily understandable. Lastly, Langer has a wealth of
    experience that he brings to his book. He spent more than 25 years
    as an IT consultant and is the founder of the Center for Technology
    Management at Columbia University, where he directs certificate and
    executive programs on various aspects of technology innovation and
    management. He has organized a vast professional network of tech-
    nology executives whose companies serve as learning laboratories for
    his students and research. When you read the book, the knowledge
    and insight gained from these experiences is readily apparent.

    If you are an IT professional, Information Technology and Organi­
    zational Learning should be required reading. However, anyone who
    is part of a firm or agency that wants to capitalize on the opportunities
    provided by digital technology will benefit from reading the book.

    Charles C. Snow
    Professor Emeritus, Penn State University

    Co­Editor, Journal of Organization Design

    XIII

    Acknowledgments

    Many colleagues and clients have provided significant support during
    the development of the third edition of Information Technology and
    Organizational Learning.

    I owe much to my colleagues at Teachers College, namely, Professor
    Victoria Marsick and Lyle Yorks, who guided me on many of the the-
    ories on organizational learning, and Professor Lee Knefelkamp, for
    her ongoing mentorship on adult learning and developmental theo-
    ries. Professor David Thomas from the Harvard Business School also
    provided valuable direction on the complex issues surrounding diver-
    sity, and its importance in workforce development.

    I appreciate the corporate executives who agreed to participate
    in the studies that allowed me to apply learning theories to actual
    organizational practices. Stephen McDermott from ICAP provided
    invaluable input on how chief executive officers (CEOs) can success-
    fully learn to manage emerging technologies. Dana Deasy, now global
    chief information officer (CIO) of JP Morgan Chase, contributed
    enormous information on how corporate CIOs can integrate tech-
    nology into business strategy. Lynn O’ Connor Vos, CEO of Grey
    Healthcare, also showed me how technology can produce direct mon-
    etary returns, especially when the CEO is actively involved.

    And, of course, thank you to my wonderful students at Columbia
    University. They continue to be at the core of my inspiration and love
    for writing, teaching, and scholarly research.

    http://taylorandfrancis.com

    XV

    Author

    Arthur M. Langer, EdD, is professor of professional practice
    of management and the director of the Center for Technology
    Management at Columbia University. He is the academic direc-
    tor of the Executive Masters of Science program in Technology
    Management, vice chair of faculty and executive advisor to the dean
    at the School of Professional Studies and is on the faculty of the
    Department of Organization and Leadership at the Graduate School
    of Education (Teachers College). He has also served as a member of
    the Columbia University Faculty Senate. Dr. Langer is the author
    of Guide to Software Development: Designing & Managing the Life
    Cycle. 2nd Edition (2016), Strategic IT: Best Practices for Managers
    and Executives (2013 with Lyle Yorks), Information Technology and
    Organizational Learning (2011), Analysis and Design of Information
    Systems (2007), Applied Ecommerce (2002), and The Art of Analysis
    (1997), and has numerous published articles and papers, relating
    to digital transformation, service learning for underserved popula-
    tions, IT organizational integration, mentoring, and staff develop-
    ment. Dr. Langer consults with corporations and universities on
    information technology, cyber security, staff development, man-
    agement transformation, and curriculum development around the
    Globe. Dr. Langer is also the chairman and founder of Workforce
    Opportunity Services (www.wforce.org), a non-profit social venture

    XVI Author

    that provides scholarships and careers to underserved populations
    around the world.

    Dr. Langer earned a BA in computer science, an MBA in
    accounting/finance, and a Doctorate of Education from Columbia
    University.

    XVII

    Introduction

    Background

    Information technology (IT) has become a more significant part of
    workplace operations, and as a result, information systems person-
    nel are key to the success of corporate enterprises, especially with
    the recent effects of the digital revolution on every aspect of business
    and social life (Bradley & Nolan, 1998; Langer, 1997, 2011; Lipman-
    Blumen, 1996). This digital revolution is defined as a form of “ dis-
    ruption.” Indeed, the big question facing many enterprises today is,
    How can executives anticipate the unexpected threats brought on by
    technological advances that could devastate their business? This book
    focuses on the vital role that information and digital technology orga-
    nizations need to play in the course of organizational development
    and learning, and on the growing need to integrate technology fully
    into the processes of workplace organizational learning. Technology
    personnel have long been criticized for their inability to function as
    part of the business, and they are often seen as a group outside the
    corporate norm (Schein, 1992). This is a problem of cultural assimila-
    tion, and it represents one of the two major fronts that organizations
    now face in their efforts to gain a grip on the new, growing power of
    technology, and to be competitive in a global world. The other major

    XVIII IntroduCtIon

    front concerns the strategic integration of new digital technologies
    into business line management.

    Because technology continues to change at such a rapid pace, the
    ability of organizations to operate within a new paradigm of dynamic
    change emphasizes the need to employ action learning as a way to
    build competitive learning organizations in the twenty-first century.
    Information Technology and Organizational Learning integrates some
    of the fundamental issues bearing on IT today with concepts from
    organizational learning theory, providing comprehensive guidance,
    based on real-life business experiences and concrete research.

    This book also focuses on another aspect of what IT can mean to
    an organization. IT represents a broadening dimension of business life
    that affects everything we do inside an organization. This new reality is
    shaped by the increasing and irreversible dissemination of technology.
    To maximize the usefulness of its encroaching presence in everyday
    business affairs, organizations will require an optimal understanding
    of how to integrate technology into everything they do. To this end,
    this book seeks to break new ground on how to approach and concep-
    tualize this salient issue— that is, that the optimization of information
    and digital technologies is best pursued with a synchronous imple-
    mentation of organizational learning concepts. Furthermore, these
    concepts cannot be implemented without utilizing theories of strategic
    learning. Therefore, this book takes the position that technology liter-
    acy requires individual and group strategic learning if it is to transform
    a business into a technology-based learning organization. Technology­
    based organizations are defined as those that have implemented a means
    of successfully integrating technology into their process of organiza-
    tional learning. Such organizations recognize and experience the real-
    ity of technology as part of their everyday business function. It is what
    many organizations are calling “ being digital.”

    This book will also examine some of the many existing organi-
    zational learning theories, and the historical problems that have
    occurred with companies that have used them, or that have failed
    to use them. Thus, the introduction of technology into organizations
    actually provides an opportunity to reassess and reapply many of the
    past concepts, theories, and practices that have been used to support
    the importance of organizational learning. It is important, however,
    not to confuse this message with a reason for promoting organizational

    XIXIntroduCtIon

    learning, but rather, to understand the seamless nature of the relation-
    ship between IT and organizational learning. Each needs the other to
    succeed. Indeed, technology has only served to expose problems that
    have existed in organizations for decades, e.g., the inability to drive
    down responsibilities to the operational levels of the organization, and
    to be more agile with their consumers.

    This book is designed to help businesses and individual manag-
    ers understand and cope with the many issues involved in developing
    organizational learning programs, and in integrating an important
    component: their IT and digital organizations. It aims to provide a
    combination of research case studies, together with existing theories
    on organizational learning in the workplace. The goal is also to pro-
    vide researchers and corporate practitioners with a book that allows
    them to incorporate a growing IT infrastructure with their exist-
    ing workforce culture. Professional organizations need to integrate
    IT into their organizational processes to compete effectively in the
    technology-driven business climate of today. This book responds to
    the complex and various dilemmas faced by many human resource
    managers and corporate executives regarding how to actually deal
    with many marginalized technology personnel who somehow always
    operate outside the normal flow of the core business.

    While the history of IT, as a marginalized organization, is rela-
    tively short, in comparison to that of other professions, the problems
    of IT have been consistent since its insertion into business organiza-
    tions in the early 1960s. Indeed, while technology has changed, the
    position and valuation of IT have continued to challenge how execu-
    tives manage it, account for it, and, most important, ultimately value
    its contributions to the organization. Technology personnel continue
    to be criticized for their inability to function as part of the business,
    and they are often seen as outside the business norm. IT employees
    are frequently stereotyped as “ techies,” and are segregated in such a
    way that they become isolated from the organization. This book pro-
    vides a method for integrating IT, and redefining its role in organiza-
    tions, especially as a partner in formulating and implementing key
    business strategies that are crucial for the survival of many companies
    in the new digital age. Rather than provide a long and extensive list of
    common issues, I have decided it best to uncover the challenges of IT
    integration and performance through the case study approach.

    XX IntroduCtIon

    IT continues to be one of the most important yet least understood
    departments in an organization. It has also become one of the most
    significant components for competing in the global markets of today.
    IT is now an integral part of the way companies become successful,
    and is now being referred to as the digital arm of the business. This
    is true across all industries. The role of IT has grown enormously in
    companies throughout the world, and it has a mission to provide stra-
    tegic solutions that can make companies more competitive. Indeed,
    the success of IT, and its ability to operate as part of the learning
    organization, can mean the difference between the success and failure
    of entire companies. However, IT must be careful that it is not seen as
    just a factory of support personnel, and does not lose its justification
    as driving competitive advantage. We see in many organizations that
    other digital-based departments are being created, due to frustration
    with the traditional IT culture, or because they simply do not see IT
    as meeting the current needs for operating in a digital economy.

    This book provides answers to other important questions that have
    challenged many organizations for decades. First, how can manag-
    ers master emerging digital technologies, sustain a relationship with
    organizational learning, and link it to strategy and performance?
    Second, what is the process by which to determine the value of using
    technology, and how does it relate to traditional ways of calculating
    return on investment, and establishing risk models? Third, what are
    the cyber security implications of technology-based products and
    services? Fourth, what are the roles and responsibilities of the IT
    executive, and the department in general? To answer these questions,
    managers need to focus on the following objectives:

    • Address the operational weaknesses in organizations, in
    terms of how to deal with new technologies, and how to bet-
    ter realize business benefits.

    • Provide a mechanism that both enables organizations to deal
    with accelerated change caused by technological innovations,
    and integrates them into a new cycle of processing, and han-
    dling of change.

    • Provide a strategic learning framework, by which every new
    technology variable adds to organizational knowledge and
    can develop a risk and security culture.

    XXIIntroduCtIon

    • Establish an integrated approach that ties technology account-
    ability to other measurable outcomes, using organizational
    learning techniques and theories.

    To realize these objectives, organizations must be able to

    • create dynamic internal processes that can deal, on a daily
    basis, with understanding the potential fit of new technologies
    and their overall value within the structure of the business;

    • provide the discourse to bridge the gaps between IT- and non-
    IT-related investments, and uses, into one integrated system;

    • monitor investments and determine modifications to the life
    cycle;

    • implement various organizational learning practices, includ-
    ing learning organization, knowledge management, change
    management, and communities of practice, all of which help
    foster strategic thinking, and learning, and can be linked to
    performance (Gephardt & Marsick, 2003).

    The strengths of this book are that it integrates theory and practice
    and provides answers to the four common questions mentioned. Many
    of the answers provided in these pages are founded on theory and
    research and are supported by practical experience. Thus, evidence of
    the performance of the theories is presented via case studies, which
    are designed to assist the readers in determining how such theories
    and proven practices can be applied to their specific organization.

    A common theme in this book involves three important terms:
    dynamic , unpredictable , and acceleration . Dynamic is a term that rep-
    resents spontaneous and vibrant things— a motive force. Technology
    behaves with such a force and requires organizations to deal with its
    capabilities. Glasmeier (1997) postulates that technology evolution,
    innovation, and change are dynamic processes. The force then is tech-
    nology, and it carries many motives, as we shall see throughout this
    book. Unpredictable suggests that we cannot plan what will happen
    or will be needed. Many organizational individuals, including execu-
    tives, have attempted to predict when, how, or why technology will
    affect their organization. Throughout our recent history, especially
    during the “ digital disruption” era, we have found that it is difficult,
    if not impossible, to predict how technology will ultimately benefit or

    XXII IntroduCtIon

    hurt organizational growth and competitive advantage. I believe that
    technology is volatile and erratic at times. Indeed, harnessing tech-
    nology is not at all an exact science; certainly not in the ways in which
    it can and should be used in today’ s modern organization. Finally, I
    use the term acceleration to convey the way technology is speeding up
    our lives. Not only have emerging technologies created this unpre-
    dictable environment of change, but they also continue to change it
    rapidly— even from the demise of the dot-com era decades ago. Thus,
    what becomes important is the need to respond quickly to technology.
    The inability to be responsive to change brought about by technologi-
    cal innovations can result in significant competitive disadvantages for
    organizations.

    This new edition shows why this is a fact especially when examining
    the shrinking S-Curve. So, we look at these three words— dynamic,
    unpredictable, and acceleration— as a way to define how technology
    affects organizations; that is, technology is an accelerating motive
    force that occurs irregularly. These words name the challenges that
    organizations need to address if they are to manage technological
    innovations and integrate them with business strategy and competi-
    tive advantage. It only makes sense that the challenge of integrating
    technology into business requires us first to understand its potential
    impact, determine how it occurs, and see what is likely to follow.
    There are no quick remedies to dealing with emerging technologies,
    just common practices and sustained processes that must be adopted
    for organizations to survive in the future.

    I had four goals in mind in writing this book. First, I am inter-
    ested in writing about the challenges of using digital technologies
    strategically. What particularly concerns me is the lack of literature
    that truly addresses this issue. What is also troublesome is the lack
    of reliable techniques for the evaluation of IT, especially since IT
    is used in almost every aspect of business life. So, as we increase
    our use and dependency on technology, we seem to understand less
    about how to measure and validate its outcomes. I also want to
    convey my thoughts about the importance of embracing nonmon-
    etary methods for evaluating technology, particularly as they relate
    to determining return on investment. Indeed, indirect and non-
    monetary benefits need to be part of the process of assessing and
    approving IT projects.

    XXIIIIntroduCtIon

    Second, I want to apply organizational learning theory to the field
    of IT and use proven learning models to help transform IT staff into
    becoming better members of their organizations. Everyone seems to
    know about the inability of IT people to integrate with other depart-
    ments, yet no one has really created a solution to the problem. I find
    that organizational learning techniques are an effective way of coach-
    ing IT staff to operate more consistently with the goals of the busi-
    nesses that they support.

    Third, I want to present cogent theories about IT and organiza-
    tional learning; theories that establish new ways for organizations to
    adapt new technologies. I want to share my experiences and those of
    other professionals who have found approaches that can provide posi-
    tive outcomes from technology investments.

    Fourth, I have decided to express my concerns about the valid-
    ity and reliability of organizational learning theories and practices as
    they apply to the field of IT. I find that most of these models need to
    be enhanced to better fit the unique aspects of the digital age. These
    modified models enable the original learning techniques to address
    IT-specific issues. In this way, the organization can develop a more
    holistic approach toward a common goal for using technology.

    Certainly, the balance of how technology ties in with strategy is
    essential. However, there has been much debate over whether tech-
    nology should drive business strategy or vice versa. We will find that
    the answer to this is “ yes.” Yes, in the sense that technology can affect
    the way organizations determine their missions and business strate-
    gies; but “ no” in that technology should not be the only component
    for determining mission and strategy. Many managers have realized
    that business is still business, meaning that technology is not a “ sil-
    ver bullet.” The challenge, then, is to determine how best to fit tech-
    nology into the process of creating and supporting business strategy.
    Few would doubt today that technology is, indeed, the most signifi-
    cant variable affecting business strategy. However, the most viable
    approach is to incorporate technology into the process of determin-
    ing business strategy. I have found that many businesses still formu-
    late their strategies first, and then look at technology, as a means to
    efficiently implement objectives and goals. Executives need to better
    understand the unique and important role that technology provides
    us; it can drive business strategy, and support it, at the same time.

    XXIV IntroduCtIon

    Managers should not solely focus their attention on generating
    breakthrough innovations that will create spectacular results. Most
    good uses of technology are much subtler, and longer-lasting. For this
    reason, this book discusses and defines new technology life cycles
    that blend business strategy and strategic learning. Building on this
    theme, I introduce the idea of responsive organizational dynamism as
    the core theory of this book. Responsive organizational dynamism
    defines an environment that can respond to the three important
    terms (dynamic, unpredictable, and acceleration). Indeed, technology
    requires organizations that can sustain a system, in which individu-
    als can deal with dynamic, unpredictable, and accelerated change, as
    part of their regular process of production. The basis of this concept
    is that organizations must create and sustain such an environment to
    be competitive in a global technologically-driven economy. I further
    analyze responsive organizational dynamism in its two subcompo-
    nents: strategic integration and cultural assimilation, which address
    how technology needs to be measured as it relates to business strategy,
    and what related social– structural changes are needed, respectively.

    Change is an important principle of this book. I talk about the
    importance of how to change, how to manage such change, and why
    emerging technologies are a significant agent of change. I support
    the need for change, as an opportunity to use many of the learning
    theories that have been historically difficult to implement. That is,
    implementing change brought on by technological innovation is an
    opportunity to make the organization more “ change ready” or, as we
    define it today, more “ agile.” However, we also know that little is
    known about how organizations should actually go about modifying
    existing processes to adapt to new technologies and become digital
    entities— and to be accustomed to doing this regularly. Managing
    through such periods of change requires that we develop a model that
    can deal with dynamic, unpredictable, and accelerated change. This is
    what responsive organizational dynamism is designed to do.

    We know that over 20% of IT projects still fail to be completed.
    Another 54% fail to meet their projected completion date. We now sit
    at the forefront of another technological spurt of innovations that will
    necessitate major renovations to existing legacy systems, requiring that
    they be linked to sophisticated e-business systems. These e-business
    systems will continue to utilize the Internet, and emerging mobile

    XXVIntroduCtIon

    technologies. While we tend to focus primarily on what technology
    generically does, organizations need urgently to prepare themselves
    for the next generation of advances, by forming structures that can
    deal with continued, accelerated change, as the norm of daily opera-
    tions. For this edition, I have added new sections and chapters that
    address the digital transformation, ways of dealing with changing
    consumer behavior, the need to form evolving cyber security cultures,
    and the importance of integrating Gen Y employees to accelerate
    competitive advantage.

    This book provides answers to a number of dilemmas but ultimately
    offers an imbricate cure for the problem of latency in performance and
    quality afflicting many technologically-based projects. Traditionally,
    management has attempted to improve IT performance by increasing
    technical skills and project manager expertise through new processes.
    While there has been an effort to educate IT managers to become
    more interested and participative in business issues, their involvement
    continues to be based more on service than on strategy. Yet, at the
    heart of the issue is the entirety of the organization. It is my belief that
    many of the programmatic efforts conducted in traditional ways and
    attempting to mature and integrate IT with the rest of the organiza-
    tion will continue to deliver disappointing results.

    My personal experience goes well beyond research; it draws from
    living and breathing the IT experience for the past 35 years, and
    from an understanding of the dynamics of what occurs inside and
    outside the IT department in most organizations. With such experi-
    ence, I can offer a path that engages the participation of the entire
    management team and operations staff of the organization. While
    my vision for this kind of digital transformation is different from
    other approaches, it is consistent with organizational learning theo-
    ries that promote the integration of individuals, communities, and
    senior management to participate in more democratic and vision-
    ary forms of thinking, reflection, and learning. It is my belief that
    many of the dilemmas presented by IT have existed in other parts of
    organizations for years, and that the Internet revolution only served
    to expose them. If we believe this to be true, then we must begin
    the process of integrating technology into strategic thinking and
    stop depending on IT to provide magical answers, and inappropriate
    expectations of performance.

    XXVI IntroduCtIon

    Technology is not the responsibility of any one person or depart-
    ment; rather, it is part of the responsibility of every employee. Thus,
    the challenge is to allow organizations to understand how to modify
    their processes, and the roles and responsibilities of their employees,
    to incorporate digital technologies as part of normal workplace activi-
    ties. Technology then becomes more a subject and a component of
    discourse. IT staff members need to emerge as specialists who par-
    ticipate in decision making, development, and sustained support of
    business evolution. There are also technology-based topics that do
    not require the typical expertise that IT personnel provide. This is
    a literacy issue that requires different ways of thinking and learning
    during the everyday part of operations. For example, using desktop
    tools, communicating via e-mail, and saving files and data, are inte-
    gral to everyday operations. These activities affect projects, yet they
    are not really part of the responsibilities of IT departments. Given
    the knowledge that technology is everywhere, we must change the
    approach that we take to be successful. Another way of looking at this
    phenomenon is to define technology more as a commodity, readily
    available to all individuals. This means that the notion of technology
    as organizationally segregated into separate cubes of expertise is prob-
    lematic, particularly on a global front.

    Thus, the overall aim of this book is to promote organizational
    learning that disseminates the uses of technology throughout a busi-
    ness, so that IT departments are a partner in its use, as opposed to
    being its sole owner. The cure to IT project failure, then, is to engage
    the business in technology decisions in such a way that individuals
    and business units are fundamentally involved in the process. Such
    processes need to be designed to dynamically respond to technology
    opportunities and thus should not be overly bureaucratic. There is a
    balance between establishing organizations that can readily deal with
    technology versus those that become too complex and inefficient.

    This balance can only be attained using organizational learning
    techniques as the method to grow and reach technology maturation.

    Overview of the Chapters

    Chapter 1 provides an important case study of the Ravell Corporation
    (a pseudonym), where I was retained for over five years. During this

    XXVIIIntroduCtIon

    period, I applied numerous organizational learning methods toward
    the integration of the IT department with the rest of the organiza-
    tion. The chapter allows readers to understand how the theories of
    organizational learning can be applied in actual practice, and how
    those theories are particularly beneficial to the IT community. The
    chapter also shows the practical side of how learning techniques can
    be linked to measurable outcomes, and ultimately related to business
    strategy. This concept will become the basis of integrating learning
    with strategy (i.e., “ strategic learning” ). The Ravell case study also
    sets the tone of what I call the IT dilemma, which represents the
    core problem faced by organizations today. Furthermore, the Ravell
    case study becomes the cornerstone example throughout the book and
    is used to relate many of the theories of learning and their practical
    applicability in organizations. The Ravell case has also been updated
    in this second edition to include recent results that support the impor-
    tance of alignment with the human resources department.

    Chapter 2 presents the details of the IT dilemma. This chapter
    addresses issues such as isolation of IT staff, which results in their
    marginalization from the rest of the organization. I explain that while
    executives want technology to be an important part of business strat-
    egy, few understand how to accomplish it. In general, I show that
    individuals have a lack of knowledge about how technology and busi-
    ness strategy can, and should, be linked, to form common business
    objectives. The chapter provides the results of a three-year study of
    how chief executives link the role of technology with business strat-
    egy. The study captures information relating to how chief executives
    perceive the role of IT, how they manage it, and use it strategically,
    and the way they measure IT performance and activities.

    Chapter 3 focuses on defining how organizations need to respond
    to the challenges posed by technology. I analyze technological dyna-
    mism in its core components so that readers understand the different
    facets that comprise its many applications. I begin by presenting tech-
    nology as a dynamic variable that is capable of affecting organizations
    in a unique way. I specifically emphasize the unpredictability of tech-
    nology, and its capacity to accelerate change— ultimately concluding
    that technology, as an independent variable, has a dynamic effect on
    organizational development. This chapter also introduces my theory
    of responsive organizational dynamism, defined as a disposition in

    XXVIII IntroduCtIon

    organizational behavior that can respond to the demands of tech-
    nology as a dynamic variable. I establish two core components of
    responsive organizational dynamism: strategic integration and cultural
    assimilation . Each of these components is designed to tackle a specific
    problem introduced by technology. Strategic integration addresses the
    way in which organizations determine how to use technology as part
    of business strategy. Cultural assimilation, on the other hand, seeks
    to answer how the organization, both structurally and culturally, will
    accommodate the actual human resources of an IT staff and depart-
    ment within the process of implementing new technologies. Thus,
    strategic integration will require organizational changes in terms of
    cultural assimilation. The chapter also provides a perspective of the
    technology life cycle so that readers can see how responsive organi-
    zational dynamism is applied, on an IT project basis. Finally, I define
    the driver and supporter functions of IT and how these contribute to
    managing technology life cycles.

    Chapter 4 introduces theories on organizational learning, and
    applies them specifically to responsive organizational dynamism. I
    emphasize that organizational learning must result in individual, and
    organizational transformation, that leads to measurable performance
    outcomes. The chapter defines a number of organizational learning
    theories, such as reflective practices, learning organization, communi-
    ties of practice, learning preferences and experiential learning, social
    discourse, and the use of language. These techniques and approaches
    to promoting organizational learning are then configured into various
    models that can be used to assess individual and organizational devel-
    opment. Two important models are designed to be used in responsive
    organizational dynamism: the applied individual learning wheel and
    the technology maturity arc. These models lay the foundation for my
    position that learning maturation involves a steady linear progression
    from an individual focus toward a system or organizational perspec-
    tive. The chapter also addresses implementation issues— political
    challenges that can get in the way of successful application of the
    learning theories.

    Chapter 5 explores the role of management in creating and sustain-
    ing responsive organizational dynamism. I define the tiers of middle
    management in relation to various theories of management partici-
    pation in organizational learning. The complex issues of whether

    XXIXIntroduCtIon

    organizational learning needs to be managed from the top down,
    bottom up, or middle-top-down are discussed and applied to a model
    that operates in responsive organizational dynamism. This chapter
    takes into account the common three-tier structure in which most
    organizations operate: executive, middle, and operations. The execu-
    tive level includes the chief executive officer (CEO), president, and
    senior vice presidents. The middle is the most complex, ranging from
    vice president/director to supervisory roles. Operations covers what is
    commonly known as “ staff,” including clerical functions. The knowl-
    edge that I convey suggests that all of these tiers need to participate in
    management, including operations personnel, via a self-development
    model. The chapter also presents the notion that knowledge manage-
    ment is necessary to optimize competitive advantage, particularly as
    it involves transforming tacit knowledge into explicit knowledge. I
    view the existing theories on knowledge management, create a hybrid
    model that embraces technology issues, and map them to responsive
    organizational dynamism. Discussions on change management are
    included as a method of addressing the unique ways that technol-
    ogy affects product development. Essentially, I tie together respon-
    sive organizational dynamism with organizational change theory, by
    offering modifications to generally accepted theories. There is also a
    specific model created for IT organizations, that maps onto organi-
    zational-level concepts. Although I have used technology as the basis
    for the need for responsive organizational dynamism, I show that the
    needs for its existence can be attributed to any variable that requires
    dynamic change. As such, I suggest that readers begin to think about
    the next “ technology” or variable that can cause the same needs to
    occur inside organizations. The chapter has been extended to address
    the impact of social networking and the leadership opportunities it
    provides to technology executives.

    Chapter 6 examines how organizational transformation occurs.
    The primary focus of the chapter is to integrate transformation theory
    with responsive organizational dynamism. The position taken is that
    organizational learning techniques must inevitably result in orga-
    nizational transformation. Discussions on transformation are often
    addressed at organizational level, as opposed to focusing on individual
    development. As in other sections of the book, I extend a number
    of theories so that they can operate under the auspices of responsive

    XXX IntroduCtIon

    organizational dynamism, specifically, the works of Yorks and Marsick
    (2000) and Aldrich (2001). I expand organizational transformation
    to include ongoing assessment within technology deliverables. This
    is accomplished through the use of a modified Balanced Scorecard
    originally developed by Kaplan and Norton (2001). The Balanced
    Scorecard becomes the vehicle for establishing a strategy-focused and
    technology-based organization.

    Chapter 7 deals with the many business transformation projects
    that require outsource arrangements and virtual team management.
    This chapter provides an understanding of when and how to consider
    outsourcing and the intricacies of considerations once operating with
    virtual teams. I cover such issues as management considerations and
    the challenges of dealing in multiple locations. The chapter extends the
    models discussed in previous chapters so that they can be aligned with
    operating in a virtual team environment. Specifically, this includes
    communities of practice, social discourse, self-development, knowl-
    edge management, and, of course, responsive organizational dyna-
    mism and its corresponding maturity arcs. Furthermore, I expand the
    conversation to include IT and non-IT personnel, and the arguments
    for the further support needed to integrate all functions across the
    organization.

    Chapter 8 presents updated case studies that demonstrate how my
    organizational learning techniques are actually applied in practice.
    Three case studies are presented: Siemens AG, ICAP, and HTC.
    Siemens AG is a diverse international company with 20 discrete
    businesses in over 190 countries. The case study offers a perspec-
    tive of how a corporate chief information officer (CIO) introduced
    e- business strategy. ICAP is a leading international money and secu-
    rity broker. This case study follows the activities of the electronic trad-
    ing community (ETC) entity, and how the CEO transformed the
    organization and used organizational learning methods to improve
    competitive advantage. HTC (a pseudonym) provides an example of
    why the chief IT executive should report to the CEO, and how a
    CEO can champion specific projects to help transform organizational
    norms and behaviors. This case study also maps the transformation of
    the company to actual examples of strategic advantage.

    Chapter 9 focuses on the challenges of forming a “ cyber security”
    culture. The growing challenges of protecting companies from outside

    XXXIIntroduCtIon

    attacks have established the need to create a cyber security culture.
    This chapter addresses the ways in which information technology
    organizations must further integrate with business operations, so
    that their firms are better equipped to protect against outside threats.
    Since the general consensus is that no system can be 100% protected,
    and that most system compromises occur as a result of internal expo-
    sures, information technology leaders must educate employees on
    best practices to limit cyberattacks. Furthermore, while prevention is
    the objective, organizations must be internally prepared to deal with
    attacks and thus have processes in place should a system become pen-
    etrated by third-party agents.

    Chapter 10 explores the effects of the digital global economy on
    the ways in which organizations need to respond to the consumeriza-
    tion of products and services. From this perspective, digital transfor-
    mation involves a type of social reengineering that affects the ways in
    which organizations communicate internally, and how they consider
    restructuring departments. Digital transformation also affects the
    risks that organizations must take in what has become an accelerated
    changing consumer market.

    Chapter 11 provides conclusions and focuses on Gen Y employ-
    ees who are known as “ digital natives” and represent the new supply
    chain of talent. Gen Y employees possess the attributes to assist com-
    panies to transform their workforce to meet the accelerated change in
    the competitive landscape. Most executives across industries recog-
    nize that digital technologies are the most powerful variable to main-
    taining and expanding company markets. Gen Y employees provide a
    natural fit for dealing with emerging digital technologies. However,
    success with integrating Gen Y employees is contingent upon Baby
    Boomer and Gen X management adopting new leadership philoso-
    phies and procedures suited to meet the expectations and needs of
    these new workers. Ignoring the unique needs of Gen Y employees
    will likely result in an incongruent organization that suffers high
    turnover of young employees who will ultimately seek a more entre-
    preneurial environment.

    Chapter 12 seeks to define best practices to implement and sus-
    tain responsive organizational dynamism. The chapter sets forth a
    model that creates separate, yet linked, best practices and maturity
    arcs that can be used to assess stages of the learning development

    XXXII IntroduCtIon

    of the chief IT executive, the CEO, and the middle management. I
    discuss the concept of common threads , by which each best practices
    arc links through common objectives and outcomes to the responsive
    organizational dynamism maturity arc presented in Chapter 4. Thus,
    these arcs represent an integrated and hierarchical view of how each
    component of the organization contributes to overall best practices. A
    new section has been added that links ethics to technology leadership
    and maturity.

    Chapter 13 summarizes the many aspects of how IT and organi-
    zational learning operate together to support the responsive organi-
    zational dynamism environment. The chapter emphasizes the specific
    key themes developed in the book, such as evolution versus revolu-
    tion; control and empowerment; driver and supporter operations; and
    responsive organizational dynamism and self-generating organiza-
    tions. Finally, I provide an overarching framework for “ organizing”
    reflection and integrate it with the best practices arcs.

    As a final note, I need to clarify my use of the words information
    technology, digital technology, and technology. In many parts of the book,
    they are used interchangeably, although there is a defined difference.
    Of course, not all technology is related to information or digital; some
    is based on machinery or the like. For the purposes of this book, the
    reader should assume that IT and digital technology are the primary
    variables that I am addressing. However, the theories and processes
    that I offer can be scaled to all types of technological innovation.

    1

    1
    The “Ravell” CoRpoRaTion

    Introduction

    Launching into an explanation of information technology (IT),
    organizational learning, and the practical relationship into which I
    propose to bring them is a challenging topic to undertake. I choose,
    therefore, to begin this discussion by presenting an actual case study
    that exemplifies many key issues pertaining to organizational learn-
    ing, and how it can be used to improve the performance of an IT
    department. Specifically, this chapter summarizes a case study of
    the IT department at the Ravell Corporation (a pseudonym) in New
    York City. I was retained as a consultant at the company to improve
    the performance of the department and to solve a mounting politi-
    cal problem involving IT and its relation to other departments. The
    case offers an example of how the growth of a company as a “learn-
    ing organization”—one in which employees are constantly learning
    during the normal workday (Argyris, 1993; Watkins & Marsick,
    1993)— utilized reflective practices to help it achieve the practical stra-
    tegic goals it sought. Individuals in learning organizations integrate
    processes of learning into their work. Therefore, a learning organiza-
    tion must advocate a system that allows its employees to interact, ask
    questions, and provide insight to the business. The learning organiza-
    tion will ultimately promote systematic thinking, and the building
    of organizational memory (Watkins & Marsick, 1993). A learning
    organization (discussed more fully in Chapter 4) is a component of
    the larger topic of organizational learning.

    The Ravell Corporation is a firm with over 500 employees who,
    over the years, had become dependent on the use of technology to
    run its business. Its IT department, like that of many other compa-
    nies, was isolated from the rest of the business and was regarded as
    a peripheral entity whose purpose was simply to provide technical
    support. This was accompanied by actual physical isolation—IT was

    2 INFORMATION TECHNOLOGY

    placed in a contained and secure location away from mainstream
    operations. As a result, IT staff rarely engaged in active discourse
    with other staff members unless specific meetings were called relat-
    ing to a particular project. The Ravell IT department, therefore, was
    not part of the community of organizational learning—it did not
    have the opportunity to learn along with the rest of the organiza-
    tion, and it was never asked to provide guidance in matters of gen-
    eral relevance to the business as a whole. This marginalized status
    resulted in an us-versus-them attitude on the part of IT and non-IT
    personnel alike.

    Much has been written about the negative impact of marginal-
    ization on individuals who are part of communities. Schlossberg
    (1989) researched adults in various settings and how marginal-
    ization affected their work and self-efficacy. Her theory on mar-
    ginalization and mattering is applied to this case study because of
    its relevance and similarity to her prior research. For example, IT
    represents similar characteristics to a separate group on a college
    campus or in a workplace environment. Its physical isolation can
    also be related to how marginalized groups move away from the
    majority population and function without contact. The IT direc-
    tor, in particular, had cultivated an adversarial relationship with his
    peers. The director had shaped a department that fueled his view of
    separation. This had the effect of further marginalizing the posi-
    tion of IT within the organization. Hand in hand with this form of
    separatism came a sense of actual dislike on the part of IT personnel
    for other employees. IT staff members were quick to point fingers
    at others and were often noncommunicative with members of other
    departments within the organization. As a result of this kind of
    behavior, many departments lost confidence in the ability of IT to
    provide support; indeed, the quality of support that IT furnished
    had begun to deteriorate. Many departments at Ravell began to hire
    their own IT support personnel and were determined to create their
    own information systems subdepartments. This situation eventually
    became unacceptable to management, and the IT director was ter-
    minated. An initiative was begun to refocus the department and its
    position within the organization. I was retained to bring about this
    change and to act as the IT director until a structural transforma-
    tion of the department was complete.

    3the “rAvell” CorporAtIon

    A New Approach

    My mandate at Ravell was initially unclear—I was to “fix” the
    problem; the specific solution was left up to me to design and imple-
    ment. My goal became one of finding a way to integrate IT fully into
    the organizational culture at Ravell. Without such integration, IT
    would remain isolated, and no amount of “fixing” around this issue
    would address the persistence of what was, as well, a cultural prob-
    lem. Unless IT became a true part of the organization as a whole,
    the entire IT staff could be replaced without any real change having
    occurred from the organization’s perspective. That is, just replacing
    the entire IT staff was an acceptable solution to senior management.
    The fact that this was acceptable suggested to me that the knowledge
    and value contained in the IT department did not exist or was mis-
    understood by the senior management of the firm. In my opinion,
    just eliminating a marginalized group was not a solution because I
    expected that such knowledge and value did exist, and that it needed
    to be investigated properly. Thus, I rejected management’s option and
    began to formulate a plan to better understand the contributions that
    could be made by the IT department. The challenge was threefold: to
    improve the work quality of the IT department (a matter of perfor-
    mance), to help the department begin to feel itself a part of the orga-
    nization as a whole and vice versa (a matter of cultural assimilation),
    and to persuade the rest of the organization to accept the IT staff as
    equals who could contribute to the overall direction and growth of the
    organization (a fundamental matter of strategic integration).

    My first step was to gather information. On my assignment to the
    position of IT director, I quickly arranged a meeting with the IT
    department to determine the status and attitudes of its personnel.
    The IT staff meeting included the chief financial officer (CFO), to
    whom IT reported. At this meeting, I explained the reasons behind
    the changes occurring in IT management. Few questions were asked;
    as a result, I immediately began scheduling individual meetings with
    each of the IT employees. These employees varied in terms of their
    position within the corporate hierarchy, in terms of salary, and in
    terms of technical expertise. The purpose of the private meetings was
    to allow IT staff members to speak openly, and to enable me to hear
    their concerns. I drew on the principles of action science, pioneered

    4 INFORMATION TECHNOLOGY

    by Argyris and Schö n (1996), designed to promote individual self-
    reflection regarding behavior patterns, and to encourage a produc-
    tive exchange among individuals. Action science encompasses a range
    of methods to help individuals learn how to be reflective about their
    actions. By reflecting, individuals can better understand the outcomes
    of their actions and, especially, how they are seen by others. This was
    an important approach because I felt learning had to start at the indi-
    vidual level as opposed to attempting group learning activities. It was
    my hope that the discussions I orchestrated would lead the IT staff to
    a better understanding than they had previously shown, not only of
    the learning process itself, but also of the significance of that process.
    I pursued these objectives by guiding them to detect problem areas in
    their work and to undertake a joint effort to correct them (Argyris,
    1993; Arnett, 1992).

    Important components of reflective learning are single-loop and
    double-loop learning. Single-loop learning requires individuals to
    reflect on a prior action or habit that needs to be changed in the future
    but does not require individuals to change their operational proce-
    dures with regard to values and norms. Double-loop learning, on the
    other hand, does require both change in behavior and change in oper-
    ational procedures. For example, people who engage in double-loop
    learning may need to adjust how they perform their job, as opposed to
    just the way they communicate with others, or, as Argyris and Schö n
    (1996, p. 22) state, “the correction of error requires inquiry through
    which organizational values and norms themselves are modified.”

    Despite my efforts and intentions, not all of the exchanges were
    destined to be successful. Many of the IT staff members felt that the
    IT director had been forced out, and that there was consequently
    no support for the IT function in the organization. There was also
    clear evidence of internal political division within the IT department;
    members openly criticized each other. Still other interviews resulted
    in little communication. This initial response from IT staff was disap-
    pointing, and I must admit I began to doubt whether these learning
    methods would be an antidote for the department. Replacing people
    began to seem more attractive, and I now understood why many man-
    agers prefer to replace staff, as opposed to investing in their transfor-
    mation. However, I also knew that learning is a gradual process and
    that it would take time and trust to see results.

    5the “rAvell” CorporAtIon

    I realized that the task ahead called for nothing short of a total cul-
    tural transformation of the IT organization at Ravell. Members of the
    IT staff had to become flexible and open if they were to become more
    trusting of one another and more reflective as a group (Garvin, 2000;
    Schein, 1992). Furthermore, they had to have an awareness of their
    history, and they had to be willing to institute a vision of partnering
    with the user community. An important part of the process for me
    was to accept the fact that the IT staff were not habitually inclined to
    be reflective. My goal then was to create an environment that would
    foster reflective learning, which would in turn enable a change in
    individual and organizational values and norms (Senge, 1990).

    The Blueprint for Integration

    Based on information drawn from the interviews, I developed a pre-
    liminary plan to begin to integrate IT into the day-to-day operations
    at Ravell, and to bring IT personnel into regular contact with other
    staff members. According to Senge (1990), the most productive learn-
    ing occurs when skills are combined in the activities of advocacy and
    inquiry. My hope was to encourage both among the staff at Ravell. The
    plan for integration and assimilation involved assigning IT resources
    to each department; that is, following the logic of the self-dissemina-
    tion of technology, each department would have its own dedicated IT
    person to support it. However, just assigning a person was not enough,
    so I added the commitment to actually relocate an IT person into each
    physical area. This way, rather than clustering together in an area of
    their own, IT people would be embedded throughout the organiza-
    tion, getting first-hand exposure to what other departments did, and
    learning how to make an immediate contribution to the productiv-
    ity of these departments. The on-site IT person in each department
    would have the opportunity to observe problems when they arose—
    and hence, to seek ways to prevent them—and, significantly, to share
    in the sense of accomplishment when things went well. To reinforce
    their commitment to their respective areas, I specified that IT person-
    nel were to report not only to me but also to the line manager in their
    respective departments. In addition, these line managers were to have
    input on the evaluation of IT staff. I saw that making IT staff offi-
    cially accountable to the departments they worked with was a tangible

    6 INFORMATION TECHNOLOGY

    way to raise their level of commitment to the organization. I hoped
    that putting line managers in a supervisory position, would help build
    a sense of teamwork between IT and non-IT personnel. Ultimately,
    the focus of this approach was to foster the creation of a tolerant and
    supportive cultural climate for IT within the various departments; an
    important corollary goal here was also to allow reflective reviews of
    performance to flourish (Garvin, 1993).

    Enlisting Support

    Support for this plan had to be mustered quickly if I was to create an
    environment of trust. I had to reestablish the need for the IT func-
    tion within the company, show that it was critical for the company’s
    business operations, and show that its integration posed a unique
    challenge to the company. However, it was not enough just for me
    to claim this. I also had to enlist key managers to claim it. Indeed,
    employees will cooperate only if they believe that self-assessment and
    critical thinking are valued by management (Garvin, 2000). I decided
    to embark on a process of arranging meetings with specific line man-
    agers in the organization. I selected individuals who would represent
    the day-to-day management of the key departments. If I could get
    their commitment to work with IT, I felt it could provide the stimulus
    we needed. Some line managers were initially suspicious of the effort
    because of their prior experiences with IT. However, they generally
    liked the idea of integration and assimilation that was presented to
    them, and agreed to support it, at least on a trial basis.

    Predictably, the IT staff were less enthusiastic about the idea. Many
    of them felt threatened, fearing that they were about to lose their
    independence or lose the mutual support that comes from being in a
    cohesive group. I had hoped that holding a series of meetings would
    help me gain support for the restructuring concept. I had to be care-
    ful to ensure that the staff members would feel that they also had an
    opportunity to develop a plan, that they were confident would work.
    During a number of group sessions, we discussed various scenarios of
    how such a plan might work. I emphasized the concepts of integra-
    tion and assimilation, and that a program of their implementation
    would be experimental. Without realizing it, I had engaged IT staff
    members in a process of self-governance. Thus, I empowered them

    7the “rAvell” CorporAtIon

    to feel comfortable with voicing new ideas, without being concerned
    that they might be openly criticized by me if I did not agree. This pro-
    cess also encouraged individuals to begin thinking more as a group.
    Indeed, by directing the practice of constructive criticism among
    the IT staff, I had hoped to elicit a higher degree of reflective action
    among the group and to show them that they had the ability to learn
    from one another as well as the ability to design their own roles in the
    organization (Argyris, 1993). Their acceptance of physical integration
    and, hence, cultural assimilation became a necessary condition for
    the ability of the IT group, to engage in greater reflective behavior
    (Argyris & Schö n, 1996).

    Assessing Progress

    The next issue concerned individual feedback. How was I to let each
    person know how he or she was doing? I decided first, to get feedback
    from the larger organizational community. This was accomplished
    by meeting with the line managers and obtaining whatever feed-
    back was available from them. I was surprised at the large quantity
    of information they were willing to offer. The line managers were not
    shy about participating, and their input allowed me to complete two
    objectives: (1) to understand how the IT staff was being perceived in
    its new assignment and (2) to create a social and reflective relation-
    ship between IT individuals and the line managers. The latter objec-
    tive was significant, for if we were to be successful, the line managers
    would have to assist us in the effort to integrate and assimilate IT
    functions within their community.

    After the discussions with managers were completed, individual
    meetings were held with each IT staff member to discuss the feedback.
    I chose not to attribute the feedback to specific line managers but rather
    to address particular issues by conveying the general consensus about
    them. Mixed feelings were also disclosed by the IT staff. After convey-
    ing the information, I listened attentively to the responses of IT staff
    members. Not surprisingly, many of them responded to the feedback
    negatively and defensively. Some, for example, felt that many technology
    users were unreasonable in their expectations of IT. It was important for
    me as facilitator not to find blame among them, particularly if I was to
    be a participant in the learning organization (Argyris & Schö n, 1996).

    8 INFORMATION TECHNOLOGY

    Resistance in the Ranks

    Any major organizational transformation is bound to elicit resistance
    from some employees. The initiative at Ravell proved to be no excep-
    tion. Employees are not always sincere, and some individuals will
    engage in political behavior that can be detrimental to any organiza-
    tional learning effort. Simply put, they are not interested in partici-
    pating, or, as Marsick (1998) states, “It would be naï ve to expect that
    everyone is willing to play on an even field (i.e., fairly).” Early in the
    process, the IT department became concerned that its members spent
    much of their time trying to figure out how best to position themselves
    for the future instead of attending to matters at hand. I heard from
    other employees that the IT staff felt that they would live through my
    tenure; that is, just survive until a permanent IT director was hired. It
    became difficult at times to elicit the truth from some members of the
    IT staff. These individuals would skirt around issues and deny making
    statements that were reported by other employees rather than con-
    front problems head on. Some IT staff members would criticize me in
    front of other groups and use the criticism as proof that the plan for
    a general integration was bound to fail. I realized in a most tangible
    sense that pursuing change through reflective practice does not come
    without resistance, and that this resistance needs to be factored into
    the planning of any such organizationally transformative initiative.

    Line Management to the Rescue

    At the time that we were still working through the resistance within
    IT, the plan to establish a relationship with line management began
    to work. A number of events occurred that allowed me to be directly
    involved in helping certain groups solve their IT problems. Word
    spread quickly that there was a new direction in IT that could be
    trusted. Line management support is critical for success in such trans-
    formational situations. First, line management is typically comprised
    of people from the ranks of supervisors and middle managers, who are
    responsible for the daily operations of their department. Assuming
    they do their jobs, senior management will cater to their needs and
    listen to their feedback. The line management of any organiza-
    tion, necessarily engaged to some degree in the process of learning

    9the “rAvell” CorporAtIon

    (a “learning organization”), is key to its staff. Specifically, line manag-
    ers are responsible for operations personnel; at the same time, they
    must answer to senior management. Thus, they understand both exec-
    utive and operations perspectives of the business (Garvin, 2000). They
    are often former staff members themselves and usually have a high
    level of technical knowledge. Upper management, while important
    for financial support, has little effect at the day-to-day level, yet this is
    the level at which the critical work of integration and the building of
    a single learning community must be done.

    Interestingly, the line management organization had previously
    had no shortage of IT-related problems. Many of these line managers
    had been committed to developing their own IT staffs; however, they
    quickly realized that the exercise was beyond their expertise, and that
    they needed guidance and leadership. Their participation in IT staff
    meetings had begun to foster a new trust in the IT department, and
    they began to see the possibilities of working closely with IT to solve
    their problems. Their support began to turn toward what Watkins and
    Marsick (1993, p. 117) call “creating alignment by placing the vision
    in the hands of autonomous, cross-functional synergetic teams.” The
    combination of IT and non-IT teams began to foster a synergy among
    the communities, which established new ideas about how best to use
    technology.

    IT Begins to Reflect

    Although it was initially difficult for some staff members to accept,
    they soon realized that providing feedback opened the door to the
    process of self-reflection within IT. We undertook a number of exer-
    cises, to help IT personnel understand how non-IT personnel per-
    ceived them, and how their own behavior may have contributed to
    these perceptions. To foster self-reflection, I adopted a technique
    developed by Argyris called “the left-hand column.” In this technique,
    individuals use the right-hand column of a piece of paper to transcribe
    dialogues that they felt had not resulted in effective communication.
    In the left-hand column of the same page, participants are to write
    what they were really thinking at the time of the dialogue but did not
    say. This exercise is designed to reveal underlying assumptions that
    speakers may not be aware of during their exchanges and that may be

    10 INFORMATION TECHNOLOGY

    impeding their communication with others by giving others a wrong
    impression. The exercise was extremely useful in helping IT personnel
    understand how others in the organization perceived them.

    Most important, the development of reflective skills, according to
    Schö n (1983), starts with an individual’s ability to recognize “leaps
    of abstraction”—the unconscious and often inaccurate generalizations
    people make about others based on incomplete information. In the
    case of Ravell, such generalizations were deeply entrenched among its
    various personnel sectors. Managers tended to assume that IT staffers
    were “ just techies,” and that they therefore held fundamentally differ-
    ent values and had little interest in the organization as a whole. For
    their part, the IT personnel were quick to assume that non-IT people
    did not understand or appreciate the work they did. Exposing these
    “leaps of abstraction” was key to removing the roadblocks that pre-
    vented Ravell from functioning as an integrated learning organization.

    Defining an Identity for Information Technology

    It was now time to start the process of publicly defining the identity
    of IT. Who were we, and what was our purpose? Prior to this time,
    IT had no explicit mission. Instead, its members had worked on an
    ad hoc basis, putting out fires and never fully feeling that their work
    had contributed to the growth or development of the organization as
    a whole. This sense of isolation made it difficult for IT members to
    begin to reflect on what their mission should or could be. I organized
    a series of meetings to begin exploring the question of a mission, and I
    offered support by sharing exemplary IT mission statements that were
    being implemented in other organizations. The focus of the meetings
    was not on convincing them to accept any particular idea but rather to
    facilitate a reflective exercise with a group that was undertaking such
    a task for the first time (Senge, 1990).

    The identity that emerged for the IT department at Ravell was dif-
    ferent from the one implicit in their past role. Our new mission would
    be to provide technical support and technical direction to the organi-
    zation. Of necessity, IT personnel would remain specialists, but they
    were to be specialists who could provide guidance to other depart-
    ments in addition to helping them solve and prevent problems. As
    they became more intimately familiar with what different departments

    11the “rAvell” CorporAtIon

    did—and how these departments contributed to the organization as a
    whole—IT professionals would be able to make better informed rec-
    ommendations. The vision was that IT people would grow from being
    staff who fixed things into team members who offered their expertise
    to help shape the strategic direction of the organization and, in the
    process, participate fully in organizational growth and learning.

    To begin to bring this vision to life, I invited line managers to
    attend our meetings. I had several goals in mind with this invita-
    tion. Of course, I wanted to increase contact between IT and non-IT
    people; beyond this, I wanted to give IT staff an incentive to change
    by making them feel a part of the organization as a whole. I also got
    a commitment from IT staff that we would not cover up our prob-
    lems during the sessions, but would deal with all issues with trust
    and honesty. I also believed that the line managers would reciprocate
    and allow us to attend their staff meetings. A number of IT indi-
    viduals were concerned that my approach would only further expose
    our problems with regard to quality performance, but the group as
    a whole felt compelled to stick with the beliefs that honesty would
    always prevail over politics. Having gained insight into how the rest of
    the organization perceived them, IT staff members had to learn how
    to deal with disagreement and how to build consensus to move an
    agenda forward. Only then could reflection and action be intimately
    intertwined so that after-the-fact reviews could be replaced with peri-
    ods of learning and doing (Garvin, 2000).

    The meetings were constructive, not only in terms of content issues
    handled in the discussions, but also in terms of the number of line
    managers who attended them. Their attendance sent a strong message
    that the IT function was important to them, and that they under-
    stood that they also had to participate in the new direction that IT
    was taking. The sessions also served as a vehicle to demonstrate how
    IT could become socially assimilated within all the functions of the
    community while maintaining its own identity.

    The meetings were also designed as a venue for group members to
    be critical of themselves. The initial meetings were not successful in
    this regard; at first, IT staff members spent more time blaming oth-
    ers than reflecting on their own behaviors and attitudes. These ses-
    sions were difficult in that I would have to raise unpopular questions
    and ask whether the staff had truly “looked in the mirror” concerning

    12 INFORMATION TECHNOLOGY

    some of the problems at hand. For example, one IT employee found
    it difficult to understand why a manager from another department
    was angry about the time it took to get a problem resolved with his
    computer. The problem had been identified and fixed within an hour,
    a time frame that most IT professionals would consider very respon-
    sive. As we looked into the reasons why the manager could have been
    justified in his anger, it emerged that the manager had a tight deadline
    to meet. In this situation, being without his computer for an hour was
    a serious problem.

    Although under normal circumstances a response time of one hour
    is good, the IT employee had failed to ask about the manager’s par-
    ticular circumstance. On reflection, the IT employee realized that
    putting himself in the position of the people he was trying to support
    would enable him to do his job better. In this particular instance, had
    the IT employee only understood the position of the manager, there
    were alternative ways of resolving the problem that could have been
    implemented much more quickly.

    Implementing the Integration: A Move toward Trust and Reflection

    As communication became more open, a certain synergy began to
    develop in the IT organization. Specifically, there was a palpable rise
    in the level of cooperation and agreement, with regard to the over-
    all goals set during these meetings. This is not to suggest that there
    were no disagreements but rather that discussions tended to be more
    constructive in helping the group realize its objective of providing
    outstanding technology support to the organization. The IT staff
    also felt freer to be self-reflective by openly discussing their ideas and
    their mistakes. The involvement of the departmental line manag-
    ers also gave IT staff members the support they needed to carry out
    the change. Slowly, there developed a shift in behavior in which the
    objectives of the group sharpened its focus on the transformation of
    the department, on its acknowledgment of successes and failures, and
    on acquiring new knowledge, to advance the integration of IT into
    the core business units.

    Around this time, an event presented itself that I felt would allow
    the IT department to establish its new credibility and authority to
    the other departments: the physical move of the organization to a

    13the “rAvell” CorporAtIon

    new location. The move was to be a major event, not only because
    it represented the relocation of over 500 people and the technologi-
    cal infrastructure they used on a day-to-day basis, but also because
    the move was to include the transition of the media communications
    systems of the company, to digital technology. The move required
    tremendous technological work, and the organization decided to
    perform a “technology acceleration,” meaning that new technology
    would be introduced more quickly because of the opportunity pre-
    sented by the move. The entire moving process was to take a year, and
    I was immediately summoned to work with the other departments in
    determining the best plan to accomplish the transition.

    For me, the move became an emblematic event for the IT group at
    Ravell. It would provide the means by which to test the creation of,
    and the transitioning into, a learning organization. It was also to pro-
    vide a catalyst for the complete integration and assimilation of IT into
    the organization as a whole. The move represented the introduction
    of unfamiliar processes in which “conscious reflection is … necessary
    if lessons are to be learned” (Garvin, 2000, p. 100). I temporarily
    reorganized IT employees into “SWAT” teams (subgroups formed
    to deal with defined problems in high-pressure environments), so
    that they could be eminently consumed in the needs of their com-
    munity partners. Dealing with many crisis situations helped the IT
    department change the existing culture by showing users how to bet-
    ter deal with technology issues in their everyday work environment.
    Indeed, because of the importance of technology in the new location,
    the core business had an opportunity to embrace our knowledge and
    to learn from us.

    The move presented new challenges every day, and demanded
    openness and flexibility from everyone. Some problems required that
    IT listen intently to understand and meet the needs of its commu-
    nity partners. Other situations put IT in the role of teaching; assess-
    ing needs and explaining to other departments what was technically
    possible, and then helping them to work out compromises based on
    technical limitations. Suggestions for IT improvement began to come
    from all parts of the organization. Ideas from others were embraced
    by IT, demonstrating that employees throughout the organization
    were learning together. IT staff behaved assertively and without fear
    of failure, suggesting that, perhaps for the first time, their role had

    14 INFORMATION TECHNOLOGY

    extended beyond that of fixing what was broken to one of helping
    to guide the organization forward into the future. Indeed, the move
    established the kind of “special problem” that provided an opportunity
    for growth in personal awareness through reflection (Moon, 1999).

    The move had proved an ideal laboratory for implementing the
    IT integration and assimilation plan. It provided real and important
    opportunities for IT to work hand in hand with other departments—
    all focusing on shared goals. The move fostered tremendous cama-
    raderie within the organization and became an excellent catalyst for
    teaching reflective behavior. It was, if you will, an ideal project in
    which to show how reflection in action can allow an entire organiza-
    tion to share in the successful attainment of a common goal. Because
    it was a unique event, everyone—IT and non-IT personnel alike—
    made mistakes, but this time, there was virtually no finger-pointing.
    People accepted responsibility collectively and cooperated in finding
    solutions. When the company recommenced operations from its new
    location—on time and according to schedule—no single group could
    claim credit for the success; it was universally recognized that success
    had been the result of an integrated effort.

    Key Lessons

    The experience of the reorganization of the IT department at Ravell
    can teach us some key lessons with respect to the cultural transforma-
    tion and change of marginalized technical departments, generally.

    Defining Reflection and Learning for an Organization

    IT personnel tend to view learning as a vocational event. They gener-
    ally look to increase their own “technical” knowledge by attending
    special training sessions and programs. However, as Kegan (1998)
    reminds us, there must be more: “Training is really insufficient as a
    sole diet of education—it is, in reality a subset of education.” True
    education involves transformation, and transformation, according to
    Kegan, is the willingness to take risks, to “get out of the bedroom of
    our comfortable world.” In my work at Ravell, I tried to augment this
    “diet” by embarking on a project that delivered both vocational train-
    ing and education through reflection. Each IT staff person was given

    15the “rAvell” CorporAtIon

    one week of technical training per year to provide vocational develop-
    ment. But beyond this, I instituted weekly learning sessions in which
    IT personnel would meet without me and produce a weekly memo of
    “reflection.” The goal of this practice was to promote dialogue, in the
    hope that IT would develop a way to deal with its fears and mistakes
    on its own. Without knowing it, I had begun the process of creating
    a discursive community in which social interactions could act as insti-
    gators of reflective behavior leading to change.

    Working toward a Clear Goal

    The presence of clearly defined, measurable, short-term objectives
    can greatly accelerate the process of developing a “learning organiza-
    tion” through reflective practice. At Ravell, the move into new physi-
    cal quarters provided a common organizational goal toward which
    all participants could work. This goal fostered cooperation among IT
    and non-IT employees and provided an incentive for everyone to work
    and, consequently, learn together. Like an athletic team before an
    important game, or even an army before battle, the IT staff at Ravell
    rallied around a cause and were able to use reflective practices to help
    meet their goals. The move also represented what has been termed an
    “eye-opening event,” one that can trigger a better understanding of a
    culture whose differences challenge one’s presuppositions (Mezirow,
    1990). It is important to note, though, that while the move accelerated
    the development of the learning organization as such, the move itself
    would not have been enough to guarantee the successes that followed
    it. Simply setting a deadline is no substitute for undergoing the kind
    of transformation necessary for a consummately reflective process.
    Only as the culmination of a process of analysis, socialization, and
    trust building, can an event like this speed the growth of a learning
    organization.

    Commitment to Quality

    Apart from the social challenges it faced in merging into the core
    business, the IT group also had problems with the quality of its out-
    put. Often, work was not performed in a professional manner. IT
    organizations often suffer from an inability to deliver on schedule,

    16 INFORMATION TECHNOLOGY

    and Ravell was no exception. The first step in addressing the qual-
    ity problem, was to develop IT’s awareness of the importance of the
    problem, not only in my estimation but in that of the entire company.
    The IT staff needed to understand how technology affected the day-
    to-day operations of the entire company. One way to start the dia-
    logue on quality is to first initiate one about failures. If something was
    late, for instance, I asked why. Rather than addressing the problems
    from a destructive perspective (Argyris & Schö n, 1996; Schein, 1992;
    Senge, 1990), the focus was on encouraging IT personnel to under-
    stand the impact of their actions—or lack of action—on the company.
    Through self-reflection and recognition of their important role in the
    organization, the IT staff became more motivated than before to per-
    form higher quality work.

    Teaching Staff “Not to Know”

    One of the most important factors that developed out of the process
    of integrating IT was the willingness of the IT staff “not to know.”
    The phenomenology of “not knowing” or “knowing less” became the
    facilitator of listening; that is, by listening, we as individuals are better
    able to reflect. This sense of not knowing also “allows the individual
    to learn an important lesson: the acceptance of what is, without our
    attempts to control, manipulate, or judge” (Halifax, 1999, p. 177). The
    IT staff improved their learning abilities by suggesting and adopting
    new solutions to problems. An example of this was the creation of a
    two-shift help desk that provided user support during both day and
    evening. The learning process allowed IT to contribute new ideas to
    the community. More important, their contributions did not dramat-
    ically change the community; instead, they created gradual adjust-
    ments that led to the growth of a new hybrid culture. The key to
    this new culture was its ability to share ideas, accept error as a reality
    (Marsick, 1998), and admit to knowing less (Halifax, 1999).

    Transformation of Culture

    Cultural changes are often slow to develop, and they occur in small
    intervals. Furthermore, small cultural changes may even go unnoticed
    or may be attributed to factors other than their actual causes. This

    17the “rAvell” CorporAtIon

    raises the issue of the importance of cultural awareness and our ability
    to measure individual and group performance. The history of the IT
    problems at Ravell made it easy for me to make management aware of
    what we were newly attempting to accomplish and of our reasons for
    creating dialogues about our successes and failures. Measurement and
    evaluation of IT performance are challenging because of the intrica-
    cies involved in determining what represents success. I feel that one
    form of measurement can be found in the behavioral patterns of an
    organization. When it came time for employee evaluations, reviews
    were held with each IT staff member. Discussions at evaluation
    reviews focused on the individuals’ perceptions of their role, and how
    they felt about their job as a whole. The feedback from these review
    meetings suggested that the IT staff had become more devoted, and
    more willing to reflect on their role in the organization, and, gen-
    erally, seemed happier at their jobs than ever before. Interestingly,
    and significantly, they also appeared to be having fun at their jobs.
    This happiness propagated into the community and influenced other
    supporting departments to create similar infrastructures that could
    reproduce our type of successes. This interest was made evident by
    frequent inquiries I received from other departments about how the
    transformation of IT was accomplished, and how it might be trans-
    lated to create similar changes in staff behavior elsewhere in the com-
    pany. I also noticed that there were fewer complaints and a renewed
    ability for the staff to work with our consultants.

    Alignment with Administrative Departments

    Ravell provided an excellent lesson about the penalties of not align-
    ing properly with other strategic and operational partners in a firm.
    Sometimes, we become insistent on forcing change, especially when
    placed in positions that afford a manager power—the power to get
    results quickly and through force. The example of Ravell teaches us
    that an approach of power will not ultimately accomplish transforma-
    tion of the organization. While senior management can authorize and
    mandate change, change usually occurs much more slowly than they
    wish, if it occurs at all. The management ranks can still push back
    and cause problems, if not sooner, then later. While I aligned with
    the line units, I failed to align with important operational partners,

    18 INFORMATION TECHNOLOGY

    particularly human resources (HR). HR in my mind at that time
    was impeding my ability to accomplish change. I was frustrated and
    determined to get things done by pushing my agenda. This approach
    worked early on, but I later discovered that the HR management was
    bitter and devoted to stopping my efforts. The problems I encountered
    at Ravell are not unusual for IT organizations. The historical issues
    that affect the relationship between HR and IT are as follows:

    • IT has unusual staff roles and job descriptions that can be
    inconsistent with the rest of the organization.

    • IT tends to have complex working hours and needs.
    • IT has unique career paths that do not “fit” with HR standards.
    • IT salary structures shift more dynamically and are very sen-

    sitive to market conditions.
    • IT tends to operate in silos.

    The challenge, then, to overcome these impediments requires IT to

    • reduce silos and IT staff marginalization
    • achieve better organization-wide alignment
    • develop shared leadership
    • define and create an HR/IT governance model

    The success of IT/HR alignment should follow practices similar
    to those I instituted with the line managers at Ravell, specifically the
    following:

    • Successful HR/IT integration requires organizational learn-
    ing techniques.

    • Alignment requires an understanding of the relationship
    between IT investments and business strategy.

    • An integration of IT can create new organizational cultures
    and structures.

    • HR/IT alignment will likely continue to be dynamic in
    nature, and evolve at an accelerated pace.

    The oversight of not integrating better with HR cost IT dearly at
    Ravell. HR became an undisclosed enemy—that is, a negative force
    against the entire integration. I discovered this problem only later, and
    was never able to bring the HR department into the fold. Without
    HR being part of the learning organization, IT staff continued to

    19the “rAvell” CorporAtIon

    struggle with aligning their professional positions with those of the
    other departments. Fortunately, within two years the HR vice presi-
    dent retired, which inevitably opened the doors for a new start.

    In large IT organizations, it is not unusual to have an HR member
    assigned to focus specifically on IT needs. Typically, it is a joint position
    in which the HR individual in essence works for the IT executive. This
    is an effective alternative in that the HR person becomes versed in IT
    needs and can properly represent IT in the area of head count needs and
    specific titles. Furthermore, the unique aspect of IT organizations is in
    the hybrid nature of their staff. Typically, a number of IT staff members
    are consultants, a situation that presents problems similar to the one I
    encountered at Ravell—that is, the resentment of not really being part
    of the organization. Another issue is that many IT staff members are
    outsourced across the globe, a situation that brings its own set of chal-
    lenges. In addition, the role of HR usually involves ensuring compliance
    with various regulations. For example, in many organizations, a con-
    sultant is permitted to work on site for only one year before U.S. gov-
    ernment regulations force the company to hire them as employees. The
    HR function must work closely with IT to enforce these regulations.
    Yet another important component of IT and HR collaboration is talent
    management. That is, HR must work closely with IT to understand new
    roles and responsibilities as they develop in the organization. Another
    challenge is the integration of technology into the day-to-day business
    of a company, and the question of where IT talent should be dispersed
    throughout the organization. Given this complex set of challenges, IT
    alone cannot facilitate or properly represent itself, unless it aligns with
    the HR departments. This becomes further complex with the prolifera-
    tion of IT virtual teams across the globe that create complex structures
    that often have different HR ramifications, both legally and culturally.
    Virtual team management is discussed further in the book.

    Conclusion

    This case study shows that strategic integration of technical resources
    into core business units can be accomplished, by using those aspects of
    organizational learning that promote reflection in action. This kind of
    integration also requires something of a concomitant form of assimila-
    tion, on the cultural level (see Chapter 3). Reflective thinking fosters the

    20 INFORMATION TECHNOLOGY

    development of a learning organization, which in turn allows for the
    integration of the “other” in its various organizational manifestations.
    The experience of this case study also shows that the success of organi-
    zational learning will depend on the degree of cross fertilization achiev-
    able in terms of individual values and on the ability of the community
    to combine new concepts and beliefs, to form a hybrid culture. Such a
    new culture prospers with the use of organizational learning strategies
    to enable it to share ideas, accept mistakes, and learn to know less as a
    regular part their discourse and practice in their day-to-day operations.

    Another important conclusion from the Ravell experience is that
    time is an important factor to the success of organizational learning
    approaches. One way of dealing with the problem of time is with
    patience—something that many organizations do not have. Another
    element of success came in the acceleration of events (such as the relo-
    cation at Ravell), which can foster a quicker learning cycle and helps
    us see results faster. Unfortunately, impatience with using organiza-
    tional learning methods is not an acceptable approach because it will
    not render results that change individual and organizational behavior.
    Indeed, I almost changed my approach when I did not get the results
    I had hoped for early in the Ravell engagement. Nevertheless, my per-
    sistence paid off. Finally, the belief that replacing the staff, as opposed
    to investing in its knowledge, results from a faulty generalization. I
    found that most of the IT staff had much to contribute to the orga-
    nization and, ultimately, to help transform the culture. Subsequent
    chapters of this book build on the Ravell experience and discuss spe-
    cific methods for integrating organizational learning and IT in ways
    that can improve competitive advantage.

    Another recent perception, which I discuss further in Chapter 4,
    is the commitment to “complete” integration. Simply put, IT cannot
    select which departments to work with, or choose to participate only
    with line managers; as they say, it is “all or nothing at all.” Furthermore,
    as Friedman (2007, p. 8) states “The world is flat.” Certainly, part of
    the “flattening” of the world has been initiated by technology, but it
    has also created overwhelming challenges for seamless integration of
    technology within all operations. The flattening of the world has cre-
    ated yet another opportunity for IT to better integrate itself into what
    is now an everyday challenge for all organizations.

    363

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    • Cover
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    • Contents
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