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Qualitative Comparative Analysis (QCA), initiated by Charles C. Ragin, is a research strategy with distinctive added value for organization studies. QCA constitutes in essence two configurational approaches, each grounded in set theory. One approach uses crisp-sets (dichotomous variables) to analyze cases. The other approach uses fuzzy-sets. While the use of fuzzy-sets has been increasing over the last few years, the crisp-set (csQCA) approach is still used in a majority of empirical applications. This chapter discusses in-depth the application of csQCA in organization studies. This chapter starts with a stylized presentation of two dominant research strategies, case-based research and variable-based research, and how csQCA relates to them. Subsequently, csQCA is further introduced and the different applications in organization studies are discussed. This section ends with a brief step-wise “how to” presentation. The chapter then turns to a presentation of the main distinctive strengths of the approach. In the final part, the chapter discusses extensively the main criticisms which have been raised with regard to (cs)QCA and draws out some of the main implications of this discussion.

Research in entrepreneurship is increasingly exploring how archetypes, taxonomies, typologies, and configurations can help scholars understand complex entrepreneurial phenomena. We illustrate the potential for set-theoretic methods to inform this literature by offering best practices regarding how qualitative comparative analysis (QCA) can be used to explore research questions of interest to entrepreneurship scholars. Specifically, we introduce QCA, document how this approach has been used in management research, and provide step-by-step guidance to empower scholars to use this family of methods. We put a particular emphasis on the analytical procedures and offer solutions to dealing with potential pitfalls when using QCA-based methods and highlight opportunities for future entrepreneurship research.

The aim of this chapter is to introduce a methodology that enables researchers to employ a set of systematic comparative tools and techniques in their multiple case study research that allow them to move from drawing loose comparisons towards a more formalised type of analysis, while simultaneously paying attention to within-case complexities. This methodology stands between the qualitative and the quantitative methods and helps researchers to build middle-range theories (Mjoset, 2001) from small to intermediate numbers of cases. This methodology encompasses a number of techniques including crisp and fuzzy set-theoretic qualitative comparative analyses, which have been used in a wide range of social science disciplines. However, these techniques have not received sufficient attention from higher education scholars.

Extant literature highlights the inadequacy of using just four domains – leadership, strategy, structure, and environment – for identifying firms’ configurations. The purpose of this paper is to answer the questions – what firm-level and external elements should be used to identify young firms’ configurations? Which among these is the core element?

This paper relies on literatures on configuration approach and entrepreneurial orientation (EO) to build the assertions concerning the issue of theoretical specification used for generating young firms’ configurations, and its core element. Crisp-set qualitative comparative analysis (CS-QCA) of the data collected from 70 young firms supports the arguments. Various robustness analyses reaffirm these assertions.

Literature review reveals that EO represents a firm’s decision-making proclivity concerning new entry and proactive risk-taking. CS-QCA supports the assertions that: inclusion of EO improves the configurational explanation of young firms’ performance; EO is the core element of young firms’ configurations; and market orientation or social capital cannot substitute EO in configurational studies of young firms’ performance. CS-QCA serves as a tool to support an alternative theoretical stance that questions the adequacy of extant domains used to identify configurations.

This paper theorizes for inclusion of EO as an additional domain for identifying young firms’ configurations, and exploits novel capability of set theoretic methods of CS-QCA to explore the issues of model specification and conjunctural causation, and ascertain the core element of configurations.

Purpose – This chapter examines the potential of qualitative comparative analysis (QCA) for strategy research.

Methodology/approach – We introduce the set-theoretic framework of QCA and provide an overview of recent methodological developments.

Findings – We utilize a variety of examples relevant to strategy research to illustrate the action steps and key concepts involved in conducting a QCA study.

Originality/value of paper – We develop examples from core research areas in strategic management to illustrate QCA's potential for examining issues of causality and diversity in strategy research, and in settings involving medium-N samples. We conclude by emphasizing that QCA offers an alternative mode of inquiry to open and redirect important lines of strategy research.

With the increasing use of crowdfunding platforms in raising funds, it has become an important and oft-researched topic to analyze the critical factors associated with successful or failed crowdfunding. However, as a major subject of crowdfunding, medical crowdfunding has received much less scholarly attention. The purpose of this paper is to explore how contingency factors combine and casually connect in determining the success or failure of medical crowdfunding projects based on signal theory.

The paper adopts the crisp-set qualitative comparative analysis to analyze the causal configurations of 200 projects posted on a leading medical crowdfunding platform in China “Tencent Donation.” Five anecdotal conditions that could have an impact on the outcome of medical crowdfunding campions were identified. Three relate to the project (funding duration, number of images and number of updates) and two relate to the funding participants (type of suffer and type of fund-raiser).

The results show that diversified configurations of the aforementioned conditions are found (six configurations for successful medical crowdfunding projects and four configurations for failed ones).

Despite the fact that there are a considerably large number of medical crowdfunding projects, relatively few researches have been conducted to investigate configurational paths to medical crowdfunding success and failure. It is found that there are certain combinations of conditions that are clearly superior to other configurations in explaining the observed outcomes.

Due to the frequent occurrence of data breaches, managing the cost of these events has become one of the biggest challenges confronting modern businesses. Firms urgently require strong security and effective event response strategies to tackle data breaches.

This study first quantified the cost of 196 data breach events between 2016 and 2019 using the event study method and then utilized the crisp-set qualitative comparative analysis (csQCA) method to investigate the influencing mechanisms of the data breach cost from the configured perspectives of firm, event and response strategy.

The results of the event study revealed significant differences in the cost of data breaches and their influencing factors between traditional and Internet-based firms. While Internet-based firms tended to experience a negative market reaction following a data breach, traditional firms did not show the same pattern. Based on the configuration analysis, six different strategies for cost control were identified, including mitigation and apology strategies for internet-based firms and indifference, fact-statement, silence-keeping and reputation-building strategies for traditional firms.

The findings of this study can provide deeper insights into the market reaction to data breach events as well as their influencing mechanisms. Furthermore, this study offers practical suggestions for corporations to manage and control the strikes of data breach incidents.

Literature on eco-innovation brings insights that help to understand which factors trigger innovation focused on sustainability in companies. However, when analyzing the studies that comprise such drivers, it appears that most of them were focused only on describing them in isolation. Therefore, this study aims to understand which are the combinations of drivers that favor the adoption of eco-innovation in slaughterhouses located in the Brazilian state of Rio Grande do Sul.

This study has used the crisp-set qualitative comparative analysis (csQCA) as the data analysis technique, in addition to the previous application of Most Similar Different Outcome/Most Different Same Outcome (MSDO/MDSO).

This study identified eight internal and external drivers that explain the differences in performance of eco-innovative and non-innovative slaughterhouses. These drivers generate 13 combinations of factors capable of favoring the adoption of five types of eco-innovation.

A limitation identified was the difficulty to obtain information held by companies on environmental issues. In addition, in each company the authors only approached one respondent.

The use of combinations is identified by companies and governmental and non-governmental organizations to promote eco-innovation in slaughterhouses.

This study may be considered original for its contribution to the improvement of eco-innovation literature by describing how the drivers identified combine to favor the adoption of certain types of eco-innovation. In addition, the authors also made an original use of csQCA, linked with MSDO/MDSO, in the field of eco-innovation.

This research aims to explore retail managers' views on how food waste (FW) management activities contribute to sustainable value creation and how the customer value proposition (CVP) for a given food retailer interacts with their approaches to FW management.

A three-stage exploratory qualitative approach to data collection and analysis was adopted, involving in-depth interviews with retail managers, documentary analysis of multiple years of relevant corporate reports and email validation by seven major UK grocery retailers. Thematic content analysis supplemented by word similarity cluster analysis, two-step cluster analysis and crisp-set qualitative comparative analysis was undertaken.

FW management practices have been seen by retail managers to contribute to all forms of sustainable value creation, as waste reduction minimises environmental impact, saves costs and/or serves social needs, whilst economic value creation lies at the heart of retail FW management. However, retail operations are also framed by CVP and size of a retailer that enable or inhibit the adoption of certain FW management practices. Low-price retailers were more likely to adopt practices enabling them to save costs. Complicated cost-incurring solutions to FW were more likely to be adopted by retailers associated with larger size, high quality and a range of services.

This study is the first of its kind to empirically explore retail managers' perception of sustainable value creation through FW management activities and to provide empirical evidence of the linkages between retail CVP and sustainable value creation in the context of retail FW management.

The purpose of this study is to examine the factors influencing the transaction costs (TCs) in megaprojects to provide a basis for controlling project costs.

This study selects six factors influencing the TCs in megaprojects from the perspective of TC theory and relational contract theory (RCT) through literature review. On the basis of crisp-set qualitative comparative analysis (QCA), this study tests combined factors influencing the TCs and the interaction between them.

Results show that in megaprojects, TCs are affected by combination factors. The combination of asset specificity, uncertainty, transaction frequency and trust and the combination of asset specificity, reputation and trust will control TCs in certain situations. In the configuration leading to high project TCs, the combination of environmental and behavioral uncertainties is a necessary condition.

This paper fills up the research gap in the field of megaproject TCs, and researchers can focus on this field in the future.