ORGANIZATIONAL INTERVENTION EFFECTIVENESS...

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ORGANIZATIONAL INTERVENTION EFFECTIVENESS ON END USER INFORMATION TECHNOLOGY ACCEPTANCE by Brian D. Otte JOHN C. HANNON, DBA, Faculty Mentor and Chair HENRY J. LINDBORG, PhD, Committee Member BERNARD J. SHARUM, PhD, Committee Member Raja K. Iyer, PhD, Dean, School of Business and Technology A Dissertation Presented in Partial Fulfillment of the Requirements for the Degree Doctor of Philosophy

Transcript of ORGANIZATIONAL INTERVENTION EFFECTIVENESS...

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ORGANIZATIONAL INTERVENTION EFFECTIVENESS ON END USER

INFORMATION TECHNOLOGY ACCEPTANCE

by

Brian D. Otte

JOHN C. HANNON, DBA, Faculty Mentor and Chair

HENRY J. LINDBORG, PhD, Committee Member

BERNARD J. SHARUM, PhD, Committee Member

Raja K. Iyer, PhD, Dean, School of Business and Technology

A Dissertation Presented in Partial Fulfillment

of the Requirements for the Degree

Doctor of Philosophy

Capella University

Add Month Year (of conference approval)

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© Brian D. Otte, 2010

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Abstract

Information technology (IT) enables productivity, defines part of the culture for a social

group, and enables both IT strategy and business strategy. IT end users who choose not to

accept and utilize the available IT within an organization fail to take advantage of the

productivity that technology offers. Businesses have multiple organizational interventions

that address end user IT acceptance. Multiple field experiments will be conducted to

measure end user perception changes in IT ease of use and IT usefulness enabled through

training and incentivizing IT system utilization. A survey that contains scales on

perceived ease of use, perceived usefulness, and communication perceptions will capture

the training and incentive effectiveness. Training and incentive effectiveness at adjusting

end user IT acceptance will be determined by comparing pretreatment and posttreatment

survey results. Organizations may look to the results of this research effort when

selecting specific preimplementation or postimplementation organizational interventions.

Measuring the effectiveness of two specific interventions in a practitioner environment

lays the groundwork for additional research surrounding organizational intervention

effectiveness. The intervention effectiveness informs the practitioner concerning

intervention selection and timing when implementing IT within a business environment.

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Dedication

To be added.

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Acknowledgments

I would like to thank Barb Elwert for detailed editorial suggestions.

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Table of Contents

Acknowledgments iv

List of Tables viii

List of Figures ix

CHAPTER 1. INTRODUCTION 1

Introduction to the Problem 1

Background of the Study 5

Statement of the Problem 8

Purpose of the Study 9

Rationale 10

Research Questions and Hypotheses 11

Significance of the Study 12

Definitions of Terms 14

Assumptions and Limitations 15

Nature of the Study 16

Summary 16

Organization of the Remainder of the Study 17

CHAPTER 2. LITERATURE REVIEW 18

Introduction 18

Business Strategy 18

Institutional Culture 25

Interventions and IT System Implementation 32

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Preimplementation Interventions 35

Postimplementation Intervention 42

End User IT Acceptance 45

Summary 48

CHAPTER 3. METHODOLOGY 50

Introduction 50

Research Design 51

Sample 53

Intervention Effectiveness 56

Access to Site 56

Setting 58

Instrumentation and Measures 59

Data Collection 61

Organizational Intervention Training: Phase 1 62

Organizational Intervention Incentives: Phase 2 63

Data Analysis 64

Validity and Reliability 67

Limitations 72

Ethical Considerations 73

REFERENCES 75

APPENDIX A. INTERVENTIONS FOR PRE-IT SYSTEM IMPLEMENTATION 82

APPENDIX B. INTERVENTIONS FOR POST-IT SYSTEM IMPLEMENTATION 83

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APPENDIX C. TECHNOLOGY ACCEPTANCE MODEL 84

APPENDIX D. TECHNOLOGY ACCEPTANCE MODEL 3 85

APPENDIX E. SURVEY INSTRUMENT 86

APPENDIX F. SURVEY INSTRUMENT SCALES 90

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List of Tables

Table 1. Perceived Usefulness Determinants Presented in TAM-3 15

Table 2. Perceived Ease of Use Determinants Presented in TAM-3 16

Table 3. Facility Name and Employee E-Mail Status 54

Table 4. Phase 1: Training 63

Table 5. Phase 2: Incentives 64

Table 6. Survey Instrument Measurement Scales 66

Table A1. Determinants of Perceived Usefulness 82

Table A2. Determinants of Perceived Ease of Use 82

Table B1. Determinants of Perceived Usefulness 83

Table B1. Determinants of Perceived Ease of Use 83

Table F1. Perceived Usefulness Scales 90

Table F2. Perceived Ease of Use Scales 90

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List of Figures

Figure 1. SDLC phases with implementation phase highlighted. 3

Figure 2. Conceptual framework used during literature review. 19

Figure 3. Strategy relationships enabled through organizational interventions. 48

Figure 4. Project phases, facility sequencing, and experimental framework. 52

Figure C1. Technology acceptance model. 84

Figure D1. TAM–3. 85

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CHAPTER 1. INTRODUCTION

Introduction to the Problem

Businesses worldwide increased their percentage of revenue spent on information

technology (IT) from 3.5% in 2000 to 3.54% in 2001 and 3.57% in 2002 (David, Schuff,

& St. Louis, 2002). The increasing investments in IT have fostered short-term

productivity growth by introducing IT and long-term productivity growth through

strategic organizational change (Brynjolfsson & Hitt, 2003). As Lucas (1999) pointed

out, although IT provides tools to increase data management productivity and efficiency,

productivity can be realized only when the deployed IT actually is used. Increases in

efficiency and productivity expected from deploying an IT system cannot be realized if

end users choose not to use the IT system. As Mathieson (1991) asserted, voluntary IT

systems are particularly prone to this problem. Organizations that implement IT, even if

the user community views the IT system as effective, will not realize full IT system

benefits if the user community does not use the IT system (Bierstaker, Brody, & Pacini,

2006).

Organizational leadership faced with an unaccepted or underused IT system

presents a problem for organizational management regarding ways to modify end user

community perspectives targeting IT system acceptance. Schein (2004) asserted that an

organization might purpose the IT implementation process itself as a mechanism to

enable cultural change. Organizational interventions during IT system implementation

enable efficiency and increase productivity through IT system use (Lucas, 1999) while

enabling cultural changes within the organization (Schein, 2004). Venkatesh and Bala

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(2008) postulated that introducing organizational interventions designed to address

specific end user IT acceptance determinants (see Appendices A & B) can increase IT

system use. Increased end user IT acceptance facilitates an increase in productivity while

achieving beneficial cultural changes by fostering IT system use.

Hoffer, George, and Valacich (2008) described multiple implementation

methodologies (IMs) that organizations can employ to install and replace information

systems (ISs). One such commonly used IM is the systems development life cycle

(SDLC; see Figure 1). The SDLC is characterized by multiple stages in which an IT

system phases into or out of an organization (Hoffer et al., 2008). Ward and Peppard

(2002) explained that organizational leadership choices, computing system, culture, and

business process must align with an overarching business strategy. A business strategy

aligns actions with the desired results and requires that organizational leadership be

mindful of the organizational environment.

An analysis by organizational leadership of user expectations, project

commitment, and change commitment may determine that end user IT acceptance is less

than acceptable. These organization-wide issues need enterprise-wide activities that

address identified shortcomings in end user IT acceptance throughout the IT system

implementation phase. The quantitative effectiveness of organizational intervention

options before and after the IT system implementation phase provides organizational

leadership with insight during selection of the best organizational interventions. Because

the chosen IM depends on the implementation purpose and function, organizations need

multiple SDLC-based organizational interventions to best align end user IT acceptance

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(Venkatesh & Bala, 2008). This study will focus attention on the SDLC implementation

phase by empirically testing two organizational interventions.

Figure 1. SDLC phases with implementation phase highlighted.

Gulliksen et al. (2003); Martinko, Henry, and Zmud (1996); McAllister (2006);

and Schenk, Vitalari, and Davis (1998) attested to the importance of involving the end

users early in the SDLC phases, highlighting the importance of involving end users

throughout the SDLC process. Early end user involvement in the SDLC phases enables

the system implementers and end users to form a common understanding surrounding IT

that controls implementation cost and time (McAllister, 2006). Other factors critical to

successful IT implementations are user expectations (Ginzberg, 1981a) and change

commitment (Ginzberg, 1981b). Training and incentives acting as organizational

Planning

Analysis

DesignImplementation

Maintenance

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interventions involve and inform the end user community of the importance of the IT

system while informing organizational leadership about end user IT acceptance.

Organizational interventions before system implementation inform the end user

community and prepare it for changes that the IT system will impart to the enterprise

(Venkatesh & Bala, 2008). Organizational interventions after implementation address

unanticipated results and offer the organization the opportunity to address end user

acceptance results that do not meet organizational leadership expectations.

Training is one frequently used intervention to introduce new information to a

community, but Kang and Santhanam (2003) indicated that more than preimplementation

training is required. For example, an organization that has completed the implementation

of an IT system and is faced with end user acceptance issues cannot offer

preimplementation training. Organizational leadership determining less than acceptable

end user IT acceptance need enterprise-wide actions that address end user IT acceptance

surrounding system implementation. Businesses need additional options beyond

interventions applicable only during specific SDLC phases that address end user IT

acceptance.

In lieu of only a training option, Venkatesh and Bala (2008) suggested multiple

interventions that adjust end user IT acceptance and ensure increased system usage.

Though the topic has received little attention, Venkatesh and Bala called for research that

determines the effectiveness of and optimal timing for interventions. Two organizational

interventions that are the focus of this study are training the end user community about

the IT system and offering incentives to use the IT system. Training informs the end user

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community about the IT system within the organizational context, and incentives require

actual IT system use over time. Both training and incentives involve the end user

community early and throughout the IT implementation phase. Introducing training and

utilizing incentives as well as measuring the resulting effect on end user IT acceptance

through perceived ease of use and perceived usefulness variables may address the void in

the literature.

Background of the Study

Royce (1998) and Ward and Peppard (2002) suggested that the metrics that gauge

IT implementation success include on-time system delivery and within-budget

installation. However, truly successful IT system implementations involve more than on-

time access and within-budget installation. End user IT acceptance and actual IT system

use are vital because obtaining results from an unused resource is difficult (Mathieson,

1991). Organizations invest in IT to increase productivity and enable within-business

change (Brynjolfsson & Hitt, 2003), yet the pressure to deliver IT projects on time and

installed within budget has led to such temporary measures as implementation

outsourcing and third-party contracting (Ward & Peppard, 2002). The basic premise for

this study is that what is needed to truly assess successful IT implementation are metrics

beyond time and budget that include end user IT acceptance.

Determining IT implementation success via time and budget metrics alone does

not consider other IT implementation benefits. IT implementations are approved and

funded based upon realizable increased organizational efficiency (Ward & Peppard,

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2002); productivity gains (Brynjolfsson & Hitt, 2003); and their ability to enable positive

organizational/cultural changes (Cameron & Quinn, 2006; Schein, 2004). Taylor-

Cummings (1998) indicated that positive social change requires a positive socialization

environment that reinforces areas among organizational and work group arrangements,

which then results in improved IT system integration and group effectiveness.

IT system implementations that concentrate on end user community acceptance

and use attend to the end user community and foster the reinforcing environment that

Taylor-Cummings (1998) advocated. Why? Businesses require actual IT system use to

achieve desired results from the IT installation, and as Mathieson (1991) contended,

obtaining results from an unused resource is difficult. Metrics that focus on time and

budget need to be augmented with metrics that focus the IT system implementation on

end user IT acceptance. Forging the path toward this area of inquisition included research

by Davis, Bagozzi, and Warshaw (1989) on end user IT acceptance that was extended by

Venkatesh and Bala (2008), who looked at the interaction of preimplementation and

postimplementation organizational interventions and end user IT acceptance. These

foundational studies pointed to increasing the role of end users in the IT implementation

process.

Sharma and Yetton (2003, 2007) suggested an increased role for end users during

the implementation process. Mathieson (1991) argued that the implementation team IT

acceptance level is relevant to IT acceptance levels with the broader institutional users,

signifying that if the system implementers themselves do not accept the system, the

organization may abandon hope that the end users accept the system. If the organizational

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leadership determine that IT system acceptance is unacceptable, they can implement

initiatives within an organization that influence IT system acceptance (Cohen, 2005). A

need for interventions might occur anywhere within the SDLC, including before and after

system implementation.

The extant social group culture informs administration of the levers and

implementation modes that align with the current organization (Cameron & Quinn,

2006), yet the intervention that an organization uses is its choice, derived from its own

metrics and informed by research. A business interested in productivity and efficiency

might look to research that details organizational intervention effectiveness within

specific phases of the SDLC to make its decisions.

Collaborative IT systems, in which system use is not mandated, benefit from

increases in end user acceptance and actual system use because the increasing work

performed through the IT system intrinsically enforces business rules and processes by

using the IT system organizationally (Kang & Santhanam, 2003). End users who do not

accept or use a collaborative system add little interaction value with other end users; they

do not increase adoption rates, and they minimize any adaptation that is required (Kang

& Santhanam, 2003). Restated simply, an IT system that is not used cannot be realized

(Mathieson, 1991). Lack of end user IT acceptance, especially in a collaborative

environment, means that the system becomes increasingly nonrelevant to the users in the

performance of their jobs.

The technology acceptance model (TAM; see Appendix C) indicates that

perceived ease of use and perceived usefulness of technology predict actual system

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utilization (Davis, 1986, 1989; Venkatesh & Morris, 2000). Venkatesh and Bala (2008)

extended the TAM with the TAM-3 by identifying and linking perceived ease of use and

perceived usefulness to specific organizational interventions (see Appendix D). However,

TAM-3 literature has provided little evidence on the effectiveness of organizational

interventions.

Statement of the Problem

The problem that this study will address is the lack of empirical evidence

indicating the effectiveness of TAM-3-based organizational interventions at adjusting end

user IT acceptance during specific SDLC phases. At the core of the TAM-3 is the TAM.

Davis (1986) introduced the TAM to enhance the understanding of end user IT

acceptance. Davis et al. (1989) found that the TAM can predict and explain IT use by

measuring the variables of perceived ease of use and perceived usefulness, which can

then predict end user IT acceptance (Davis, 1986). The benefit of increased end user IT

acceptance is that it enables greater technology utilization (Adams, Nelson, & Todd,

1992) and increased IT integration within the implementing organization (Kang &

Santhanam, 2003). The TAM has received much research attention, and Venkatesh and

Bala (2008) extended the TAM by introducing the TAM-3.

Venkatesh and Bala (2008) extended the TAM by defining and testing the

determinants of perceived ease of use and perceived usefulness through the TAM-3.

Their study consisted of a literature review and four longitudinal field studies structured

to identify antecedent factors that adjusted the TAM’s perceived ease of use and

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perceived usefulness variables. However, the effectiveness of different TAM-3

organizational interventions during specific SDLC phases has received little attention.

The problem is that empirical evidence supporting use of the TAM-3 model in specific

SDLC phases has been lacking. This research will add to the body of knowledge that

TAM-3 practitioners can use to select the best intervention and the best timing to apply

an intervention within the SDLC implementation phase to address end user IT acceptance

by measuring different organizational interventions and varying the timing of a TAM-3

organizational intervention.

Purpose of the Study

This study addresses the lack of empirical evidence for TAM-3 practitioners

detailing TAM-3 organizational intervention effectiveness. The study has four purposes:

1. Determine within the systems installation environment the effectiveness of

different IT-based TAM-3 organizational interventions.

2. Determine whether one TAM-3 intervention (i.e., IT training) is more

effective than another IT TAM-3 intervention (i.e., incentives).

3. Determine whether perceived ease of use and perceived usefulness vary based

upon the timing of IT training.

4. Add to the body of TAM-3 knowledge about IT organizational interventions

as they relate to perceived ease of use and perceived usefulness.

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Rationale

Multiple organizational interventions can adjust end user perceptions toward IT

acceptance. This study will inform the organizational intervention selection process. An

organizational intervention may occur at any time. This study will inform the timing for

an organizational intervention. Multiple phases exist within the SDLC, so it is the intent

of this study to indicate whether one of two organizational interventions, namely, training

or incentives, has a greater effect than the other.

Beyond the empirical evidence that organizational leadership and IT system

implementers will receive from this research, past experiences, such as bad system

implementations, can influence future expectations from end users (Ramlall, 2004).

Increasing practitioner understanding of the effectiveness of an IT implementation can

improve the intervention selection process. Understanding intervention effectiveness

allows businesses to focus on specific interventions that have been shown to be effective,

which then facilitates user acceptance of the current implementation and may benefit

future implementations.

Finally, one option available to organizational leadership is to manage end user IT

acceptance through mandates because top-management support is critical to IS success

(Sabherwal, Jeyaraj, & Chowa, 2006). Mandates are an option for organizational

leadership that reflect management support (Sharma & Yetton, 2003; Venkatesh & Bala,

2008). Taylor-Cummings (1998) pointed out that end user compliance with mandates

does not increase organizational support for an IS from its members. Overt coercion such

as mandates may facilitate short-term system utilization, but individual usage will vary

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(Martins & Kellermanns, 2004). End users who voluntarily choose to use a collaborative

system exploit the efficiencies offered through its use and embrace the changes in process

and culture that the system enables (Kang & Santhanam, 2003).

Research Questions and Hypotheses

The study will be guided by eight research questions and hypotheses:

1. Is an end user’s IT system ease of use perception dependent on the training

timing and IT system availability?

H01: IT system perceived ease of use is not dependent on the training timing and

IT system availability.

Ha1: IT system perceived ease of use is dependent on the training timing and IT

system availability.

2. Is an end user’s IT system usefulness perception dependent on the training

timing and IT system availability?

H02: IT system perceived usefulness perception is not dependent on the training

timing and IT system availability.

Ha2: IT system perceived usefulness perception is dependent on the training timing

and IT system availability.

3. Does training increase end user IT system ease of use perception?

H03: Training does not increase IT system perceived ease of use.

Ha3: Training increases IT system perceived ease of use.

4. Does training increase end user IT system usefulness perception?

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H04: Training does not increase IT system perceived usefulness.

Ha4: Training increases IT system perceived usefulness.

5. Do incentives increase end user IT system ease of use perception?

H05: Incentives do not increase IT system perceived ease of use.

Ha5: Incentives increase IT system perceived ease of use.

6. Do incentives increase end user IT system usefulness perception?

H06: Incentives do not increase IT system perceived usefulness.

Ha6: Incentives increase IT system perceived usefulness.

7. Does training increase end user IT system perceived ease of use more than

incentives?

H07: Training does not increase IT system perceived ease of use more than

incentives.

Ha7: Training increases IT system perceived ease of use more than incentives.

8. Does training increase end user IT system perceived usefulness more than

incentives?

H08: Training does not increase IT system perceived usefulness more than

incentives.

Ha8: Training increases IT system perceived usefulness more than incentives.

Significance of the Study

This study will provide evidence for practitioners interested in the effectiveness of

two interventions within an organization. The study also will inform the practitioners

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about the optimal timing to deliver training to harness the maximum intervention effect.

A system implementer may add an additional system implementation tool that enables

successful IT system implementation by involving the end user community. The end user

community will then gain from increased collaborative system use and related

productivity and efficiency because organizational value increases as each member

increases system use. Additional IT system utilization increases end user information

sharing and enables the end user community to exploit additional IT system features.

Increasing system utilization by getting users to engage the system increases productivity,

enables cultural changes, and expands these benefits for the organization, subsequently

enabling strategic benefits beyond using the IT system.

The study context surrounds the IT system implementation process and is

significant because the study creates knowledge within the IT discipline for TAM-3

practitioners and scholars. The results of this study also will provide business

management with mechanisms that facilitate business strategies and cultural changes

within the organizational environment. Scholars may benefit from linking theory to

practice by testing and measuring the results previously postulated by Venkatesh and

Bala (2008). Practitioners who are implementing IT, as well as business executives,

administrators, and management, may benefit from the quantitative results that indicate

the effectiveness of specific interventions. The results may inform the decision makers

who are responsible for constructing and selecting specific interventions.

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Definitions of Terms

Incentive. “A thing that motivates or encourages one to do something” (Oxford

American College Dictionary, 2002, p. 676).

Perceived ease of use. “The degree to which the prospective user expects the

target system to be free of effort” (Davis et al., 1989, p. 985).

Perceived usefulness. “The prospective user’s subjective probability that using a

specific application system will increase his or her job performance within an

organizational context” (Davis et al., 1989, p. 985).

Systems development life cycle (SDLC). “A common methodology for system

development in many organizations; it features several phases that mark the progress of

the system analysis and design effort” (Hoffer et al., 2008, p. 9).

Technology acceptance model (TAM). Davis sought to apply the TAM to predict

IT system user acceptance through two variables, namely, perceived ease of use and

perceived usefulness (as cited in Davis et al., 1989). Davis (1986) adapted the theory of

reasoned action introduced by Fishbein and Ajzen in 1975.

Technology acceptance model 3 (TAM-3). Venkatesh and Bala (2008) extended

TAM research detailing perceived ease of use determinants and perceived usefulness

determinants, and they linked the identified determinants to specific organizational

interventions believed effective in adjusting perceived ease of use and perceived

usefulness variables (see Table 1 & Table 2). TAM-3 guides the organizational

intervention design in this study that will address end user IT acceptance.

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Assumptions and Limitations

This study will measure the effectiveness of two interventions captured through

the variables of perceived ease of use and perceived usefulness. The TAM indicates that

perceived ease of use and perceived usefulness of IT predict actual system usage (Davis,

1986, 1989; Venkatesh & Morris, 2000). This study will draw upon previously published

research indicating that perceived ease of use and perceived usefulness are antecedents of

IT end user acceptance and actual IT system usage (Venkatesh & Bala, 2008). Additional

variables may be involved.

Table 1. Perceived Usefulness Determinants Presented in TAM-3

Determinants DefinitionsPerceived ease of use

The degree to which the end user “expects the target system to be free of effort” (Davis et al., 1989, p. 985).

Subjective norm The degree to which the end user perceives “that most people who are important to him think he should or should not perform the behavior in question” (Fishbein & Ajzen, 1975, p. 302).

Image The degree to which “use of an innovation is perceived to enhance one’s image or status in one’s social system” (Moore & Benbasat, 1992, p. 195).

Job relevance “An individual’s perception regarding the degree to which the target system is applicable to his or her job” (Venkatesh & Davis, 2000, p. 191).

Output quality “People will take into consideration how well the system performs those tasks, which we refer to as perceptions of output quality” (Venkatesh & Davis, 2000, p. 191).

Result demonstrability

“The degree to which an individual believes that the results of using a system are tangible, observable, and communicable” (Venkatesh & Bala, 2008, p. 277).

*Note. Adapted from “Technology Acceptance Model 3 and a Research Agenda on Interventions,” by V. Venkatesh and H. Bala, 2008, Decision Sciences, 39(2), p. 277.

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Table 2. Perceived Ease of Use Determinants Presented in TAM-3

Determinants DefinitionsComputer anxiety “The fear or apprehension felt by an individual when using computers, or

when considering the possibility of computer utilization” (Maurer & Simonson, 1984, p. 321).

Computer playfulness “The degree of cognitive spontaneity in microcomputer interactions” (Webster & Martocchio, 1992, p. 204).

Computer self-efficacy “An individual's perception of his or her ability to use a computer in the accomplishment of a job task” (Compeau & Higgins, 1995, p. 193).

Objective usability A “comparison of systems based on the actual level (rather than perceptions) of effort required to completing specific tasks” (Venkatesh, 2000, pp. 350-351).

Perceived enjoyment “The activity of using a specific system is perceived to be enjoyable in its own right, aside from any performance consequences resulting from system use” (Venkatesh, 2000, p. 351).

Perception of external control

“Perceptions of external control are related to individuals’ control beliefs regarding the availability of organizational resources and support structure to facilitate the use of a system” (Venkatesh & Bala, 2008, p.278)

*Note. Adapted from “Technology Acceptance Model 3 and a Research Agenda on Interventions,” by V. Venkatesh and H. Bala, 2008, Decision Sciences, 39(2), p. 279.

Nature of the Study

This exploratory, quantitative study will use a field experiment to determine

intervention effectiveness on an end user community surrounding an IT system

implementation. End user IT system acceptance will be determined by measuring the

perceived ease of use and perceived usefulness variables, which predict end user

technology acceptance detailed in the TAM (Davis, 1986, 1989; Venkatesh & Bala,

2008).

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Summary

This chapter introduced a problem that exists in a business environment, where

either the end user community underutilizes an available IT system or the business seeks

to maximize end user community productivity through increased IT usage. The context of

this problem surrounds the implementation phase within the SDLC and presents two

organizational interventions that Venkatesh and Bala (2008) posited address end user

acceptance. Organizations seeking to increase end user IT system acceptance may look to

specific organizational interventions that facilitate increased IT acceptance by the end

user community. TAM-3-based organizational interventions theorized to increase end

user IT acceptance have received little research attention, even though the research

results may directly relate to the practitioner conducting IT system implementation and

business management within any organization.

Organization of the Remainder of the Study

The comprehensive literature review in chapter 2 frames and contextualizes the

study. Chapter 3 details the methodology and the rationale for using the field experiment

methodology. Chapter 4 details the results of the study, followed by a discussion of the

results, implications, and recommendations in chapter 5.

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CHAPTER 2. LITERATURE REVIEW

Introduction

The literature review includes a discussion of research on business strategy,

derived from institutional executives, as well as institutional culture, which defines

potential organizational interventions that address end user IT acceptance. Figure 2

depicts the narrowing focus of the literature review from the business strategy outer ring

to the central ring, which is end user IT acceptance. The literature review provides an

understanding of the influences that guide decision makers when implementing IT and

formulating actions that enable successful IT implementation. The literature review

indicated that the business strategy and culture of the participating organization favored

specific interventions. The literature review results in two organizational interventions

that adjust end user IT acceptance during IT system implementation.

Business Strategy

Ward and Peppard (2002) conceptualized three IT eras, each with different

objectives within the computing discipline that include data processing, management ISs,

and strategic ISs. Ward and Peppard asserted that the computing discipline functionality

has changed, suggesting that IT selection offers the business mechanisms that enable

competitive forces when they strategically select, implement, and use IT. How IT is

pressed into service within an organization and the reasons for selecting IT have changed

from simply using IT to increase efficiencies to increasing management effectiveness to

improve competitiveness (Ward & Peppard, 2002). Ward and Peppard also predicted a

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fourth IT era, where focused IT investments enable a business strategy through the

organizational change that the IT investments create through the IT implementation

process and actual IT system utilization. The business strategically aligns the changes

inherent in implementing and using IT with the institutional strategy. Through continual

strategic IT investments and an eye on the business strategy, the institution gains a

competitive advantage that derives value.

Figure 2. Conceptual framework used during literature review.

IT is a broad discipline that encompasses networks, hardware, software, and data

(O’Brien & Marakas, 2008). The IT system central to this study is e-mail, delivered from

the manufacturer and bundled as a collaboration application suite that includes

Business strategy

Institutional culture

Organizational interventions

Communication

Training

Incentives

End user IT acceptance

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calendaring, contact manager, task manager, note manager, personal journal manager,

and e-mail application. The literature review focused on the e-mail application. End users

use software to process data (O’Brien & Marakas, 2008). Application software enables

computer end users to get data into a computer, facilitates data retrieval from the

computer, stores the data for later retrieval, and facilitates data movement from one

individual to others who can use the data. The e-mail application facilitates

communication through a computer and is the most fundamental and ubiquitous

application system on a computer within a business context.

Businesses generally improve efficiency through implementing IT, but calculating

the actual return on investment is less clearly understood (Ward & Peppard, 2002). Much

of the literature has focused on the difficulty associated with implementing complex

systems within the organization. Depending on the IT system customization levels, the

organization might expend significant effort to implement and require business process

redesigns (Hoffer et al., 2008). The customization occurs within the IT system software

and also requires changes within the business and social group concerning procedures

and processes (Ward & Peppard, 2002).

During IT system implementations, complex systems like Enterprise Resource

Planning (ERP) may receive customization, the business process may change, and the

employees may need to adapt their interactions within the social group and business. ERP

implementations are so large and complex that significant customization and budgeting

occur, and organizations typically augment their staff during implementations with

consultant experts (Lucas, 1999). Basic systems that require minimal customization may

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not require an outside consultant or additional budgeting for implementation, yet they

offer organizational leadership mechanisms that enable change.

Implementing an IT system within an organization has various complexities that

influence the cost associated with implementing the system. Implementing an IT system

has some degree of cost and benefit, but the IT implementation also facilitates

organizational changes (Ward & Peppard, 2002). The changes that occur by

implementing an IT system offer business leadership the ability to facilitate strategic

change. The end user community may choose not to accept the IT system because its

members do not understand the system and may not understand how their individual

actions disrupt the organization (Kang & Santhanam, 2003). Teo and Ang (2001) found

that “people at all levels must understand and accept the change process” (p. 462). The

strategic changes desired by introducing the IT system within the business cannot occur if

the end users do not accept and use the installed system.

Decision makers may specifically purpose IT system implementation to enable

change within their organizations (Glen, 2003; Lucas, 1999; Schein, 2004, 2009; Senge,

2006; Ward & Peppard, 2002). Business executives may confront barriers to their

strategic plans during IT system implementation. Teo and Ang (2001) separated IS

planning into three implementation phases and indicated that the greatest problems

surrounding IS strategy involve top management support, involvement, and commitment.

A barrier exists for successfully implementing an IT system if organizational leaders

refuse to embrace and accept such an implementation. Furthermore, any business process

redesign that accompanies IT system implementation adds an additional barrier if the

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organizational leaders are not supportive, involved, or committed to such an

implementation (Teo & Ang, 2001).

A benefit exists for organizations to use system implementers who are familiar

with the system implementation process (Lucas, 1999). Business use metrics that indicate

IT system implementation success (Freedman, 2003). Time and budget are metrics used

during system implementation (Taylor-Cummings, 1998), but these metrics fail to

capture other quantifiable metrics available during system implementation. Aligning IT

system changes, the organization changes, and the social group processes during IT

system implementation enables a business strategy (Ward & Peppard, 2002). Yet the

metrics upon which the system implementation experts are measured are on-time system

delivery and within-budget installation (Taylor-Cummings, 1998), both of which indicate

system implementation success (Freedman, 2003). Research has supported including end

users throughout the IT system implementation process (David et al., 2002; Freedman,

2003; Martinko et al., 1996; Sabherwal et al., 2006; Sharma & Yetton, 2003), yet end

user involvement is not captured through on-time system delivery and within-budget

installation metrics.

Other hurdles exist for IT system implementers, including incorrect job

perceptions or job idealizations that result in misaligned organization changes from

misaligned interactions between users and system implementers (Lyytinen & Hirschheim,

1987). Strategic IT use involves aligning continued IT use with the business (Ward &

Peppard, 2002). Metrics such as on-time system delivery and within-budget installation

marginalize concerns such as individual acceptance issues and training during system

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implementation for the user community. On-time system delivery and within-budget

installation overlook the end user community, not capturing end user metrics such as the

end user perceptions surrounding the technology ease of use or usefulness while

implementing a system, even with overwhelming evidence indicating early and

continuous end user involvement (Gulliksen et al., 2003; Martinko et al., 1996;

McAllister, 2006; Schenk et al., 1998).

Viewing system implementation from the end user perspective, it appears that

multiple little problems with IT are associated with the IT system and are not separate

problems. Ward and Peppard (2002) expanded on system implementation failures within

the user domain, indicating that many system implementations result in progressive

system use decreases because of systemic inadequacies in end user training. Ward and

Peppard posited that organizations receive additional value through increased

productivity as each individual increases system use, while simultaneously enabling

change.

Factors crucial during IT system implementation are system modification to fit

the organization (Kang & Santhanam, 2003); business processes adaptation (Ward &

Peppard, 2002); and installed system end user acceptance and utilization (Adams et al.,

1992). On-time system delivery and within-budget installation do not capture the metrics

associated with end user involvement, even though they are vital to IT system

implementation. Metrics such as on-time system delivery and within-budget installation

only measure and reward successful timing and budgets, not the desired business and

strategic changes that result from actual IT system utilization.

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Lacking individual end user acceptance threatens the business changes and

strategic changes enabled through implementation of the IT system. As more

organization members accept and engage the IT system, the institutional body of

knowledge increases, but with limited or no actual IT system utilization, there is no body

of knowledge or common understanding of how the implemented IT system fits within

the business (Ward & Peppard, 2002). IT implementations are successful if they meet

implementation metrics within an environment, but organizationally, the system

implementation is a failure if end users within the organization fail to understand the

relationship between organizational procedures and the installed system (Ward &

Peppard, 2002). Lacking system use by the end user community limits the results sought

by a strategic IT system implementation.

Bartlett, Ghoshal, and Birkinshaw (2004) noted that “the influence of culture can

also be seen in organizational processes such as the nature of policies and procedures,

planning and control, information processing and communication, and decision-making”

(p. 168). The business strategy manifests within the social group culture as policies and

procedures. Implementing an IT system within an organization initiates change, just as

planning an intervention initiates change. Either using or not using an IT system reflects

the organizational culture. If business management choose an IT system to enable a

competitive or a business advantage, as Ward and Peppard (2002) suggested, system

utilization is required because without actual system utilization, the IT can add little

value.

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When the business characteristics change or when the current business strategy is

no longer the best fit for the business, the institution can adopt a new business strategy.

The cultural maturities of an organization inform organizational leadership about the

malleability of culture and firm performance. Adaptable cultures exist in high-performing

organizations, but strong cultured organizations exist in low-performing firms (Heskett,

Sasser, & Schlesinger, 1997). Ward and Peppard (2002) argued that the business IT

strategy extends beyond determining what technology can do for the organization and

that the business strategy includes more than aligning IT and business objectives. Ward

and Peppard suggested that strategic IT use includes aligning business and IT, as well as

defining, communicating, and understanding the reasons specific IT deployment choices

and methods are used. Delivering value through IT requires coupling the business

strategy with strategic changes that an IT implementation enables, delivering value

through strategic IT selection, implementation, and utilization (Lucas, 1999; Ward &

Peppard, 2002; Schein, 2009).

Institutional Culture

Implicit in an intervention is that change will occur in a measurable way. The

desired effect is that the change enables movement from a less desirable state toward a

more desirable state. How organizational leadership present and implement change

depends on the existing culture. This means that when organizational leadership select an

intervention, they reflect on the people involved and where the organization has been,

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and they also consider the current culture while determining a new directed vision where

the organization will move.

The business strategy that the institution embraces defines and influences the

culture because different business strategies employ different mechanisms that influence

behavior. Ward and Peppard (2002) detailed three general business strategies: low cost,

differentiation, and niche focused. An institution that embraces a differentiation business

strategy focuses on people and their creativity or market orientation rather than on

management controls, and it also utilizes incentive schemes that are not production based

(Ward & Peppard, 2002). Within a differentiation business strategy, an incentive

reinforces preferred activities, such as creativity, or deemphasizes other activities that are

not preferred, such as production quotes. Conversely, within a low-cost business strategy,

an incentive reinforces production quotas as a preferred activity and deemphasizes

creativity. An organizational executive who is contemplating business strategy changes

or cultural changes must consider the current business strategy and current culture (Ward

& Peppard, 2002) while favoring change activities that achieve an alignment between

business strategy and institutional culture.

The message that makes change possible requires communication, but within an

organization, barriers or boundaries can impede communication (Schein, 2009).

Executives might communicate desired change by imposing rules and regulations on IT

system utilization. Mandating IT system utilization is an option, but Schein (2009)

indicated that before change can occur, the driving force for change must be greater than

the restraining force against change and the organizational intervention selected must fit

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the organizational culture. Ward and Peppard (2002) noted that a business strategy that

pursues a low-cost strategy seeks structure and conformity, and in such an environment,

mandates are culturally agreeable. Conversely, an organization whose business strategy

embraces differentiation or a niche-focused strategy may encourage workforce creativity

and may find that mandates are not aligned with their culture and business strategy.

Administration might select mandates as the best choice for their business

environment. Mandating IT system utilization, where IT system use is up to end user

discretion, is problematic and points to management issues. Baum and Kling (2004)

stressed that mandating IT system utilization not based upon real and meaningful values

has implications for corporate government effectiveness. Administration need additional

methods to enable cultural change within their environment beyond mandates. Business

executives who attempt to achieve strategic alignment between culture and strategy need

mechanisms to change the culture by instilling meaning and meaningful values in its

members.

The business strategy and the organizational culture are executive responsibilities.

Organizational leadership create the business strategy, and the business strategy informs

the business culture (Baum & Kling, 2004; Cameron & Quinn, 2006; Schein, 2004,

2009). Before implementing any change, organizational management must understand

what will work within their environment. The leaders need to know their constituents’

thoughts and feelings (Kouzes & Posner, 2007). Change through strategic IT utilization

allows administration to shape change through IT implementation within the business

(Ward & Peppard, 2002). Strategic change is possible if organizational leadership are

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aware of the current culture, understand what change means to the constituents who

comprise the social group, and maintain a clear view of the resulting culture and business

strategy.

Different mechanisms that enable cultural change are available for different

organizational maturities (Schein, 2004). If a misalignment exists between culture and the

organization’s mission and goals, a cultural change process could be implemented

(Knowles, Holton, & Swanson, 2005). As an example, Schein (2004) cited technological

seduction as a cultural change mechanism, explaining that the organization introduces

technology and develops the organization through an educational intervention. Cultural

change mechanisms are effective for midlife and early growth organizations, but not for

stabilized cultures (Schein, 2004). Multiple cultural change mechanisms exist, even

though they may not be effective. Schein indicated that culture ranges from malleable to

fixed, depending on the organization’s evolutionary stage.

Using IT to enable change at an organization that is mature or in decline may

result in a reaction from the end user community that is not the desired effect. Schein

(2004) described the results from introducing IT on silo cultures where the implemented

system met end user resistance, subversion, and refusal to engage the system. Positive

cultural change or any other desired change is unlikely if the end user community meets

the change with resistance, subversion, and refusal. Organizational leadership faced with

these issues need methods to mitigate the issues and create a positive environment for the

envisioned change.

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IT enables a business strategy when the end user community uses the IT system

because the technology emplaces a common frame of reference throughout the

organization (Schein, 2004). Low acceptance or low utilization by the end user

community is problematic for the business if organizational leadership have strategically

chosen IT implementation to enable change. Obtaining results from an unused resource is

difficult (Mathieson, 1991). Cultural changes occur only when the end user community

adopts the common reference and assumptions using IT (Schein, 2004). Action is

required if end user acceptance and system utilization are less than desired, suggesting

that the resulting cultural change envisioned through IT system implementation is in

jeopardy.

Senge (2006) developed the learning organization concept, which includes

systems thinking, personal mastery, mental models, a shared vision, and team learning,

all suggesting business strategy and cultural alignment. Senge described systems thinking

in an organization as “bound by invisible fabrics of interrelated actions” (p. 7); personal

mastery that infers “dominance over people or things” (p. 7); and mental models of

“deeply ingrained assumptions, generalizations, or even pictures or images that influence

how we understand the world and how we take action” (p. 8). Senge and Schein (2004)

viewed culture from similar perspectives. Senge believed that organizational learning

occurs through teams, not individuals. This view advocates that although individuals

comprise the team and each individual retains knowledge, the institutional knowledge

itself comprises culture and exists within individual team members.

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IT system implementation offers an organization the ability to incorporate a

“managed change program” (Schein, 2009, p. 152) that enables cultural change. Central

to enabling change and successful IT system implementation is that necessity for the end

user community to accept and utilize the implemented IT to enable the envisioned

changes and strategy. Schein (2004) indicated that educational interventions enable

cultural change. Team learning (Senge, 2006) is one organizational intervention that may

address end user IT acceptance. Education communicates information about the IT

system. Training provided to the end user community addresses perceived ease of use and

perceived usefulness determinates (Venkatesh & Bala, 2008).

Organizations with adaptable cultures outperform organizations with strong

cultures (Heskett et al., 1997), but confronted with either culture, administration must

select and implement an intervention appropriate for the culture by weighing the business

strategy and understanding possible changes within the social group culture and the

desired effects of introducing the IT within the environment.

Cultural Interventions

Within a business context, Daft (2004) argued that some resistance to change is

good. Daft suggested using strategies that overcome resistance, including training and

communication, participation and involvement, creation of a psychological safe

environment, and forcing and coercion. Open communication is required for people to

understand the reasons for change, and coping, participation, employee involvement, and

a psychologically safe environment imply that a culture of trust exists between employees

and leadership (Daft, 2004).

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Daft (2004) noted that even though force and coercion have been used

successfully to adjust business processes, these strategies to overcome resistance may

have unforeseen and deleterious effects such as employee interpretations and sabotage;

consequently, they are not advised. Open communication, participation, and employee

involvement, while creating a psychologically safe environment, are positive intervention

mechanisms. Force and coercion are not intervention mechanisms considered useful at

the target association.

Organizational Interventions

The interventions that are selected create a psychologically safe environment

while ensuring employee involvement and participation. Training and incentives foster

open communication. The training intervention design introduces the IT system, informs

the user community about possible uses of the IT system, and communicates how the IT

system addresses the strategic needs of the organization. The participating association

maintains a culture that is familiar with training.

Another intervention that fosters open communication, and addresses employee

involvement and participation while creating a psychologically safe environment utilizes

incentives to engage the installed IT system. The culture of the participating association

is familiar with competition and rewards as an intervention mechanism. Determining

system implementation success and linking system implementation success to the two

selected interventions occurs next.

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Interventions and IT System Implementation

During IT system implementation, the system implementers integrate the IT

within the environment. Metrics used to determine successful system implementation

include on-time system delivery and within-budget installation (Royce, 1998), which has

led to increased pressure to deliver IT on time and within budget (Ward & Peppard,

2002). On-time system delivery and within-budget installation metrics do not capture

metrics surrounding the end user community acceptance or intention to utilize the IT

system.

IT implementation failures are normally attributable to unresolved organizational

or cultural issues (Ward & Peppard, 2002). Implementing an IT system within an

environment merges the organizational processes, the IT, and the application system end

users within the environment. The implementation processes and changes required

suggest that the metrics used to determine implementation success involve including the

end user community. Hoffer et al. (2008) contended that a common and serious problem

in IT system development is limited user involvement. Applying interventions and then

measuring end user IT acceptance levels offers the organization a mechanism that

measures and adjusts end user IT acceptance. The process keeps the end user involved

throughout the SDLC and results in quantifiable information that informs the

implementation process.

End user IT acceptance, increased technology utilization, and increased IT

integration within the implementing organization result from technology being perceived

as aligned with the business needs. Venkatesh and Bala (2008) suggested specific

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organizational interventions in the TAM-3, including training and incentives, which they

posited adjust end user IT acceptance and increase IT system use. Research has not

indicated whether one TAM-3 intervention is more effective at addressing end user IT

acceptance. This study will address that void by measuring two TAM-3 interventions and

measuring their effectiveness in addressing end user IT acceptance.

Segmenting of Organizational Interventions Within the SDLC

Interventions can occur whenever organizational leadership determine that they

are required, including events surrounding the SDLC implementation phase. The SDLC

has five phases that cycle from one phase to the next phase. The context of this research

effort surrounds the implementation phase in the SDLC, including before, during, and

after the implementation phase.

Research consistently has called for the involvement of end users in multiple

functions and perspectives during all SDLC phases (Adams et al., 1992; David et al.,

2002; Sharma & Yetton, 2003; Venkatesh & Bala, 2008). The five basic SDLC phases

include planning, analysis, design, implementation, and maintenance (Hoffer et al.,

2008). Specific interventions have an affinity for either preimplementation or

postimplementation based upon administrative considerations or current implementation

status (Venkatesh & Bala, 2008). This choice is arbitrary and assigned to the business

executive, but measuring one intervention against another intervention informs the

decision process.

Throughout the SDLC, different interventions have different effects on the end

users’ IT system perceptions because some interventions are less effective during specific

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SDLC phases. As an example, introducing an IT system through a live demonstration

preview or introducing the system with a hands-on, live demonstration does not make

sense postimplementation because the end user already has had extensive exposure to the

IT system. Grouping interventions as preimplementation or postimplementation

(Venkatesh & Bala, 2008) separates the interventions within the SDLC and enables

specific IT system implementation milestones while giving the end user community a real

stake in the system implementation process.

Venkatesh and Bala (2008) listed organizational interventions associated with

preimplementation, including design characteristics, user participation, management

support, and incentive alignment. Interventions associated with postimplementation

includes training, organizational support, and peer support. The TAM-3 links perceived

usefulness determinates with subjective norm, image, job relevance, output quality, and

result demonstrability, while linking perceived ease of use determinates with computer

self-efficacy, perceptions of external control, computer anxiety, computer playfulness,

perceived enjoyment, and objective usability (Venkatesh & Bala, 2008).

The TAM-3 extended the TAM. Although the TAM is widely accepted within the

technology adoption field (Bagozzi, 2007), it is not without its detractors. As Bagozzi

(2007) indicated, most TAM research has extended perceived ease of use or perceived

usefulness antecedents, but it has not detailed how perceived ease of use or perceived

usefulness produce their effects. Venkatesh and Bala (2008) indicated the organizational

interventions act on perceived ease of use and perceived usefulness. These determinates

are used to construct interventions that attempt to adjust end user perceptions about an IT

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system. Within this research effort, the changes in perceived ease of use and perceived

usefulness indicate the intervention effectiveness.

Bagozzi (2007) called for research on specific linkages detailing how perceived

ease of use or perceived usefulness produce effects. When designing interventions to

employ the determinants of perceived ease of use and perceived usefulness, as identified

by Venkatesh and Bala (2008), the results begin to address the questions presented by

Bagozzi, and begin informing how perceived ease of use or perceived usefulness produce

their effects. Intervention effectiveness speaks to how specific organizational

interventions produce their effects, which was the larger dialogue posited by Bagozzi.

Preimplementation Interventions

Venkatesh and Bala (2008) indicated that training occurs as either a

preimplementation or a postimplementation intervention. Several factors rationalize using

training as a preimplementation intervention. End users with varied computer proficiency

levels comprise the target association, ranging from computer inexperienced to expert.

Preimplementation is appropriate to adjust perceptions before the end users have a chance

to form their own perceptions within the organizational context (Martinko et al., 1996).

The organizational training focuses on training adults and presenting the application

system functional aspects, including how the existing culture will change. The training

communicates how each person plays a part in those changes. After the training, the end

users gain application system access and begin using the new system. Adult learners want

to know “how the learning will be conducted, what will be learned, and why it will be

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valuable” (Knowles et al., 2005, p. 201). The preceding factors indicated that

preimplementation training is the appropriate time for training.

Training Focus and Design

Daft (2004) listed training and communication, participation and involvement,

and a psychologically safe environment as ways to overcome resistance. The training

design in this research effort includes addressing computer functionality for the end user

community and communicating envisioned business process changes as well as the

resulting cultural changes through implementing the IT system. The training also includes

informing the end user community why the changes are occurring and the rationale for

the choices. Within a training or classroom environment, Brookfield (2006) advocated

communicating the rationale for the decisions so that the learners understand that the

decisions are based upon experience. Conveying information to the end user community

about the IT system implementation and the strategic rationale for installing the system

informs the end user community why the changes are occurring, thus relaying the

business need for the changes.

Knowles et al. (2005) espoused a view of teaching as “the management of

procedures that will assure specified behavioral changes” (p. 84). Through training, the

organization conveys to the end user community how the new system enables changes

and how the changes are dependent on end user acceptance and system utilization. Within

the target association, adults comprise the end user community, and adults are motivated

to learn when they can link the learning tasks to problems in their lives (Knowles et al.,

2005). Tailoring the instruction design with the recommendations from Daft (2004) and

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Knowles et al. relays the training information to the learner in a way that overcomes

resistance to change in the business context and presents the adults in the organization

with training that relates to their daily lives by contextualizing the IT system in their task

performance.

Using training to overcome change resistance (Daft, 2004) informs the end user

community and orients the learners, thus enabling an examination of biases, habits, and

new approaches (Knowles et al., 2005). Adult learning is motivated through the

perception that the learning will help adults deal with real-life situations by using the IT

system (Knowles et al., 2005). Training as a preimplementation intervention paves the

way for implementing an IT system and informs those involved about the business

changes that accompany the implementation.

Training Within the SDLC

Hoffer et al. (2008) described an SDLC as having five phases: planning, analysis,

design, implementation, and maintenance. Training is considered as supporting the IT

system implementation (Hoffer et al., 2008). Training enables the end user community to

understand the business purpose and cultural changes (Schein, 2004) facilitated through

system implementation. Training is a form a communication (Kouzes & Posner, 2007;

Senge, 2006) that informs and relates how the IT system enables the end user community

to accomplish tasks (Knowles et al., 2005).

Lacking organizational support such as training for an IT system requires that end

users look for answers from available resources, such as coworkers, who may know how

to complete a process within a system (Hoffer et al., 2008). End users who are not

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informed harbor negative IT system perceptions; those who entertain incorrect

perspectives about the appropriate method to complete a task may communicate

information that perpetuates mental models that are incorrect (Senge, 2007). Presenting

the IT system accurately is important during preimplementation so that end users hold

accurate IT system perceptions and minimize initial resistance (Venkatesh & Bala, 2008).

Training is a preimplementation intervention.

Training Components

As an intervention, the training design requires that the training target what the

organization wants to change. The IT system central to this study is e-mail that is

delivered from the manufacturer and bundled as a collaboration application suite that

includes calendaring, contact manager, task manager, note manager, personal journal

manager, and e-mail application. Kang and Santhanam (2003) found that during a

collaboration system implementation, task-focused training resulted in end users not

having the information they needed to engage the system, requiring information beyond

system task functionality. Knowles et al. (2005) commented that because adults perceive

learning as life centered, they orient learning to their own lives and experiences. This

finding indicated that task-oriented information by itself is inadequate. Training for adult

learners presents the end users with information about how their system utilization fits

into their lives and within their social group and the organization. The training includes

conveying the business rationale with the reasons supporting any process changes (Kang

& Santhanam, 2003).

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Adult education, or andragogy, has a different approach from educating children,

as Knowles et al. (2005) indicated. Adults resist situations of imposed will from others.

Rather than lecture-based training, the training involves a dialogue that involves the end

user community. Training is designed to link the IT benefits to the end user interaction.

Kouzes and Posner (2007) showed that an above-average investment on training

benefits organizations through higher employee involvement, more commitment, and

increased customer service levels. The investment in employees fosters increased end

user community involvement. Leaders are responsible for creating an environment where

all organizational members are empowered to voice their views and take initiatives

(Kouzes & Posner, 2007). Involving end users during the SDLC extends beyond

performing tasks during development and system implementation; it also includes full

end user involvement in the project, including participation and involvement (Sabherwal

et al., 2006). Freedman (2003) found that a lack of end user involvement during the IT

implementation project “is the key cause of resistance, sniping, rumor, and sabotage”

(p. 106). Training facilitates a psychologically safe environment where difficult topics

such as change and what the change means for the individual and the organization

receives adequate attention. Training gives the end user community a voice in the

implementation process.

Delivering information on functional tasks while fostering an environment where

the adult end user community relates the IT system to their daily lives informs the end

user community about the stakes involved and gives the adult learners a stake in the

process. Adult learners maintain shared experiences that enable learning (Knowles et al.,

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2005). An open dialogue environment gives the training attendees the ability to ask

questions that lead to a better IT system understanding, more participation in the

implementation process, and an increase in their stake in the implementation success.

Kouzes and Posner (2007) asserted that people “want to know what they do

matters” (p. 134) and what they do has an impact to others in their lives. The end users

should feel free to participate, ask questions, and receive realistic answers. Training

enables the end users to contextualize their role with respect to other end users, the social

group, the organization, and the IT system. Through training, the end users gain a real

stake in the IT system.

Communication is not a one-way operation. Glen (2003) stated, “Effective

communication occurs when a thought of one person is translated into words, expressed,

heard, and translated back into an identical thought in the mind of another” (p. 35). After

communication, the next logical step is taking action based upon the communicated

message. Follow-through processes must accompany any communication of change,

which end users can witness through evidence of money and materials (Kouzes & Posner,

2007). The training orients the end user community with IT system tasks, and informs the

process changes within the environment through the IT system implementation. The end

user community can rationalize the changes with the changes supported by observed

institutional support for the IT system implementation within the organization. The

learners thus receive the information they need to contextualize the information,

understand what it means for them within their job, and perceive the institutional

commitment from the institutional hierarchy within their organization.

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Organizations might use IT implementation as a mechanism that enables change

within the environment (Schein, 2004). Surprisingly, even as organizations invest more in

IT systems (David et al., 2002), organizational members are unable to explain the

business benefits that the IT system offers (Faguet, 2003). If the institutional power

structure choose to implement the new IT system without understanding why they are

implementing it, communicating the reasons for implementation cogently to the end user

community is unlikely. Leaders should communicate with their employees (Kouzes &

Posner, 2007). From a strategic perspective, leaders must know their environment and

create a dialogue with members by connecting with information sources (Kouzes &

Posner, 2007). Through communication, organizational leadership builds culture, which

then informs and conveys the existing business culture (Baum & Kling, 2004).

“Communication plays a major role in promoting a transparent culture, and doing

it frequently is important” (Baum & Kling, 2004, p. 20). Similar to resistance to change

within organizations, Brookfield (2006) discussed resistance to learning, suggesting that

teachers determine resistance sources. Resistance to change in the organizational context

(Baum & Kling, 2004) or the training context (Brookfield, 2006) requires action to

reduce the effect of the sources of resistance. Protecting desirable traits within the

corporate culture means that organizational leaders can neutralize existing cultural threats

(Baum & Kling, 2004). Communication that details organizational leadership vision

informs the end user community about the changes required during IT system

implementation and addresses change resistance.

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Postimplementation Intervention

Venkatesh and Bala (2008) suggested that different interventions are applicable

during preimplementation and postimplementation. Venkatesh and Bala summarized

postimplementation organizational interventions that address design characteristics, user

participation, management support, incentive alignment, training, institutional support,

and peer support. The postimplementation intervention selected utilizes incentives.

Incentives

Change by aligning the business process and the organizational culture requires

coordination. Coordination requires communication and motivation (D. E. Campbell,

2006). One way to motivate individuals is by offering incentives. Incentives have such a

profound impact on motivation that Martins and Kellermanns (2004), who investigated

acceptance of a web-based application, found that just the perception of incentives was a

motivating factor. Not all incentives are monetary; some incentives include public

recognition of an accomplishment. Ramlall (2004) referenced Champagne and McAfee,

who indicated that praise and awards can address employees’ esteem and their need for

psychological security. Lindborg (1997) indicated that within the team environment, it is

important to recognize the contributions of individual team members. Utilizing rewards

and praise incentives influence employees’ actions in a positive way.

Other literature on incentive effectiveness has been conflicting. Todd and

Benbasat (1999) analyzed strategy selection choices and incentives, finding that

employees who were incentivized were not influenced, hinting that offering incentives

alone is not entirely effective. Just as training requires communication to convey the

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message, incentives must use communication so that the incentive intent is understood

(D. E. Campbell, 2006). This means that the end user community must understand the

incentives purposes so that they can align actions with incentive. Communication in

conjunction with incentives fosters coordinated action and creates motivation (D. E.

Campbell, 2006). The information communicated to the end user community guides the

choices surrounding desirable actions, but the end user community must have the

capability to choose from and possess knowledge about the available options surrounding

the incentivized action (Todd & Benbasat, 1999). Training enables the employees by

informing and presenting options that give the employee task choices to enable change.

Research on incentives has indicated that rewards can be used to increase and

decrease interest in tasks (Eisenberger & Cameron, 1996). Eisenberger and Cameron

(1996) found that task interest increases with quality dependent rewards and that

completion-dependent rewards and performance-independent rewards are unreliable.

Increasing the end users’ interest in IT system use is the goal of the incentive, suggesting

that quality dependent rewards are prudent.

Businesses goals, the recognition and rewards that the business embraces, and the

methods businesses use to measure employee performance are reflected in their business

culture (Baum & Kling, 2004). Designing incentives that overcome resistance requires

careful consideration (Cameron & Quinn, 2006), and the incentives used should be

central to reinforcing the culture selected (Kouzes & Posner, 2007). Communication to

the end user community about the new culture and the incentives ensures that the new

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methods and the rewards for embracing the new methods are common knowledge within

the environment.

Eisenhardt (1985) merged organizational literature and agency theory, explicitly

adding reward as a control mechanism for organizations. Eisenhardt found that when

organizations apply rewards as a form of control, the rewards are more effective as the

task becomes simpler and the measurement is easier and cheaper. Conversely, Eisenhardt

also noted that reward effectiveness decreases as the task becomes more complex and

measurement becomes increasingly difficult with associated higher costs. Reward

effectiveness is optimal when rewards are comprised of simple tasks that are easy and

low cost to measure.

The intent of this study is to determine incentive effectiveness at addressing end

user IT acceptance, as measured through perceived ease of use and perceived usefulness

variables. Davis (1989) theorized in the TAM that end user IT system use is predicted by

two variables, namely, perceived ease of use and perceived usefulness. Incentives offer

organizations a venue to both communicate the desired changes and reward desirable

actions, which reinforces the new culture (Cameron & Quinn, 2006). Eisenhardt (1985)

suggested designing an incentive system that is easy to observe and rewards employees

based upon behaviors. A postimplementation incentive requiring actual e-mail system

interaction by the end user community includes the incentive design suggestions from

Eisenhardt: requires simple behavior, is easy to observe, and can be measured through

low cost. The incentive will offer a voluntary multipart quiz delivered through e-mail and

responded through e-mail over multiple days. The users who voluntarily choose to take

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part in the multipart quiz will engage the IT system and interact with the system to

answer the questions. The reward taking part in the research is a chance to win a $50.00

gift card prize.

Research Informing Incentives From Prior Research

Incentives research has spanned different disciplines, including management for

control (Eisenhardt, 1995); management support (Sharma & Yetton, 2003); and IS

management used as coordination mechanisms (Sherif, Zmud, & Browne, 2006).

Applying incentives within these management support activities will enable IT system

acceptance and cultural changes at the target environment. Schein (2009) indicated that

determining rewards and punishments is difficult. This research effort will use a

monetary reward as an incentive to enable IT system utilization. The incentive enables IT

system use because it requires an e-mail-delivered quiz and e-mail-delivered response.

The incentive is a game designed with content that informs the end user community about

e-mail security and e-mail features while requiring interaction with the e-mail system.

End User IT Acceptance

Davis (1986) introduced the TAM, which adapts the theory of reasoned action to

explain computer usage behavior (Davis et al., 1989). New models have extended the

TAM to include the TAM-2 (Venkatesh & Davis, 2000) and the TAM-3 (Venkatesh &

Bala, 2008). TAM constructs are perceived ease of use and perceived usefulness (Davis

et al., 1989). Determinates of perceived ease of use and perceived usefulness detailed in

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the TAM-3 are the basis for selecting the two organizational interventions employed in

this study.

Venkatesh and Bala (2008) presented a view of end user IT system acceptance,

including specific attributes associated with the IT system implementation that influence

end user acceptance. The organizational interventions, highlighted in Venkatesh and

Bala, are designed to modify end user IT acceptance. The intervention effectiveness is

unknown at addressing end user IT acceptance. The two interventions used in this

research are training and incentives. Training is a preimplementation organizational

intervention and incentives occur postimplementation. This study will measure changes

in perceived ease of use and perceived usefulness to indicate the effectiveness of the

intervention. Measuring different interventions effectiveness originated from suggestions

by Venkatesh and Bala (2008).

End User IT Acceptance Cost and Benefit

Dholakia, Bagozzi, and Gopinath (2007) suggested that experiences derived from

past system implementations are easier to envision than new implementation plans.

Dholakia et al. suggested that past failed IT system implementations influence current or

future implementations and also limit or interfere with decisions about current or future

implementations. Integrating interventions throughout the IT system implementation

enables mechanisms to measure end user acceptance throughout the IT system

implementation process. The measures, mechanisms, and metrics quantify end user

acceptance and giving organizational leadership the tools to monitor and react to end user

IT acceptance.

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Mandates

Mandates are an option for organizational leadership to enable IT system

utilization as well as negotiation, persuasion, motivation, and support (Sharma & Yetton,

2003). Venkatesh and Davis (2000) indicated that over time, mandates become less

effective. Carlson (2000) believed that top down-mandates create workforce resistance.

Venkatesh and Davis suggested that alternatives to mandates are more effective as work

environments move toward worker empowerment. Maintaining good morale and creating

a new culture through voluntary IT system usage are incongruent with institutional

mandates. Even though mandates are an option available to businesses, research has

indicated that mandates are not preferred and do not enable a positive working

environment when addressing end user IT acceptance.

McAllister (2006) stated, “A system delivered on time by developers but that fails

to do what is needed by the users is a failed system, providing no value to the business”

(p. 156). End users who are given access to an IT system that they do not accept may

resist the new IT, but through increasing end user involvement during the

implementation, the resistance can be addressed (O’Brien & Marakas, 2008). User

resistance to the IT system limits the IT system’s effectiveness within the organization.

Top challenges involved in developing and implementing systems include getting the

employees to use it and making it easy to use (O’Brien & Marakas, 2008). Once the

organization realizes that it has issues with end user IT acceptance, it must take action to

adjust end user IT perceptions.

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Summary

This literature review presented a path through the existing literature on

management strategy, business strategy, and IT strategy. An IT system implementation

that is introduced to enable change requires IT system utilization by the end user

community (see Figure 3).

Figure 3. Strategy relationships enabled through organizational interventions.

End user IT acceptance is important and relevant in determining actual IT system

utilization (Joshi, 2005). Organizational interventions occur throughout the IT system

implementation phase. Determining intervention effectiveness and determining which

interventions are more effective at addressing end user IT acceptance informs the

Management Strategy

Business Strategy

IT Strategy

End User IT Use

End User IT Acceptance

InterventionsTrainingIncentives

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practitioner when selecting and implementing organizational interventions. Chapter 3

details the methodology and the rationale for using the field experiment methodology.

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CHAPTER 3. METHODOLOGY

Introduction

Siponen and Oinas-Kukkonen (2007) extended the framework presented by

Järvinen (2000) that maps the research design to the research question within IS research.

This study will use the framework detailed by Siponen and Oinas-Kukkonen with an

approach that centers on artifact utility. This study will focus on the artifact of

organizational interventions, and the intervention effectiveness on positively adjusting

end user IT acceptance is the artifact evaluation, as measured through surveys that

capture end user perceptions on perceived ease of use and perceived usefulness. The

TAM indicates that perceived ease of use and perceived usefulness of an IT system

predict actual system utilization (Davis, 1986, 1989; Venkatesh & Morris, 2000).

Venkatesh and Bala (2008) extended the TAM with the TAM-3, which identifies and

links the determinants of perceived ease of use and perceived usefulness with specific

organizational interventions. TAM-3 literature has provided little evidence of the

effectiveness of organizational interventions on end user IT system acceptance. This

study seeks to determine the organizational intervention effectiveness on end user IT

acceptance.

Järvinen (2008) identified the links between IS research questions and research

methods. Yin (2009) indicated that an exploratory experiment and an exploratory survey

are both appropriate for testing, noting that survey methods are beneficial when capturing

the “prevalence of a phenomenon” (p. 9). Surveys and field experiments are theory-

testing devices (Järvinen, 2008), and this study is interested in determining the

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intervention effectiveness on end user IT acceptance. Measuring the intervention

effectiveness will be done using a survey instrument.

Research Design

The research design for this study is a field experiment. A pre- and posttreatment

survey will measure the treatment effectiveness. D. T. Campbell and Stanley (1963)

presented multiple designs for experimental and quasi-experimental designs. This

research effort adopts the conventions presented by D. T. Campbell and Stanley for

depicting an experiment: X for exposure to treatment, O for observation through

measurement, and R for random assignment.

The target association in this research is comprised of eight separate facilities.

Two experiment phases will occur (see Figure 4). Phase 1 involves conducting one

experiment at each facility before IT system implementation. The Phase 1 experiments

will be conducted sequentially at each of the eight facilities. Phase 2 will involve one

association-wide experiment occurring postimplementation. An experiment determines

the treatment effect by manipulating variables and measuring the effect on other variables

(D. T. Campbell & Stanley, 1963).

R is an individual random assignment predetermined using specific methods

described in the Sample section. During Phase 1, the X is training. End users in the

treatment group will receive training designed to focus on addressing perceived ease of

use and perceived usefulness of an e-mail system, which is the target IT system. During

Phase 2, the X offers an incentive to utilize the IT system. End users in the treatment

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group will take part in a 5-part quiz that will be delivered through e-mail each day, with a

chance to win a prize for correctly answering the most questions. The prize is either a $50

gift card to a national submarine sandwich chain or a national coffeehouse chain. End

users who return the top scoring quizzes will be entered into a draw for the gift card. One

winner will receive the incentive gift card.

Figure 4. Project phases, facility sequencing, and experimental framework.

Creswell (2009) recommended a process for designing quantitative research that

is accomplished through a survey and experimental research. The experiment captures the

treatment effect on end user IT acceptance, and the survey captures comparable

information across the derived sample (Cooper & Schindler, 2008). Based upon the data

Phase II--Incentives

OrganizationRO1 X O2

RO3 O4

Phase I--Training

Field testRO1 X O2

RO3 O4

Optional field test(s)RO1 X O2

RO3 O4

Facility ARO1 X O2

RO3 O4

Facility BRO1 X O2

RO3 O4

Facility CRO1 X O2

RO3 O4

Facility DRO1 X O2

RO3 O4

Facility ERO1 X O2

RO3 O4

Time

Training (Phase I) Finished

Tim

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collected, the measured difference between the treatment group and the control group is

the treatment effect.

A survey instrument can employ multiple modes, including the Internet and paper

to deliver the questions (Dillman, Smyth, & Christian, 2009). In this study, two data

collection modes will be used because the treatment will enable computer access within

the organization. Before the first treatment, not all individuals at the target association

will have access to computers; some individuals will have minimal computer experience.

After the new IT system is introduced, all members will have access to computers and

will have received preliminary training on basic computer functions, gaining access and

the skills required to take a computer survey.

Sample

A true experiment requires random assignment of the participants to a control

group or a treatment group (Creswell, 2009). Before randomly assigning individuals to

either the control group or the treatment group, the organizational landscape will be

detailed. Each participant in this study is assigned to one of eight facilities. It is where the

participant primarily works. All eight facilities, when combined, comprise the target

organization. Table 3 presents the facility initials, the research name, the number of

assigned employees, and the number of organizationally provided e-mail assignments at

each facility. Two field experiment phases will occur to capture information. During

Phase 1, each facility will participate in its own experiment. The sample frame will be

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one facility. During Phase 2, the association as a whole will receive one experiment, with

all facilities combined as the sample frame.

Table 3. Facility Name and Employee E-Mail Status

Real facility name CLC ACY* CORP* NABS* FW HVY NMY APY

Research facility name

Field Test A

Field Test B* or Facility (A)

Field Test C* or Facility (A)

Field Test D* or Facility (A)

Facility B

Facility C

Facility D

Facility E

Employee numbers 60 39 22 8 384 120 358 629

Employees with association-provided e-mail

3 5 7 1 17 20 19 31

Employees with some e-mail address

20 33 22 3 325 80 250 434

Note. * Facility scheduled as field test site if required. If not required, the remaining field test facilities will be combined as one facility and the data used as research data.

During Phase 1, the participants in the sample will be from the target population

of all employees at the target facility. Each employee assigned to the target facility will

have an opportunity to participate in the study. During Phase 2, the participants in the

sample will be from the target population of all employees at the participating

organization. All employees will have an opportunity to participate in each phase of the

study. The whole association employee total is approximately 1,600. Random assignment

to the treatment group or the control group will be based upon the suggestions from

Norušis (2008), who supported assigning random numbers to the individuals, sorting the

random numbers, and assigning the top half to one group and the bottom half to another

group. A sort from smallest to largest on the random number assigned to each employee

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results in a random employee arrangement. The top half of the list becomes Group Zero,

and the bottom half of the list becomes Group 1. Kerlinger and Lee (2000) suggested

tossing a coin when assigning individuals to groups. A coin toss assigns the group

attributed with a zero to either treatment or control. The group attributed with a 1 fills the

other role.

During Phase 1, all facility employees will have a nonzero chance of assignment

to the control group or the treatment group. Random assignment to the treatment group or

the control group will be determined before the research begins. An announcement

mailed through the post office to all employees at the target organization will introduce

the e-mail access project to them. The mailings will occur at one facility at a time in

sequence. The same events will occur at each facility, but the intervention timing will

change relative to IT system implementation. In addition to announcing the e-mail access

project, the message will convey that before e-mail system access, mandatory training

must occur, which the user must sign up for. The research consists of a pre- and

posttreatment survey. Each end user will be given the same survey at two points in time.

Those members in the treatment group receive training between the surveys, and those in

the control group do not receive training.

During Phase 2, all organization employees have a nonzero chance for assignment

to the control group or the treatment group. Random assignment to either group will be

determined before Phase 2 research begins. The research consists of a pre- and

posttreatment survey. Each end user will be given the same survey at two points in time,

with those members in the treatment group receiving e-mailed quizzes for 1 week, and if

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they are among those who successfully answer the most questions correctly, also being

eligible for a reward incentive. Those in the control group will not receive the e-mailed

quizzes and will not be eligible for a reward incentive.

Intervention Effectiveness

An experiment methodology will be used to understand the effectiveness of an

intervention. The experiment will measure the observed difference between a treatment

group that received training or incentives and a control group that did not receive the

treatment. During Phase 1, the sample frame will be one facility. During Phase 2, the

sample frame will be the whole organization. The sample methods or the selection

criteria for participants will be different, depending on the research phase.

During Phase 1, the training lead time relative to IT system implementation will

be altered to determine whether there is an optimal effective training lead time. System

access time is controlled by username and password assignment by the organization. The

facilities are numbered by e-mail rollout order, that is, the first facility is Facility A, the

second facility is Facility B, and so on. The resulting facility research names are A, B, C,

D, and E. Facility A is the first rollout facility, and Facility E is the last rollout facility.

Access to Site

Determining candidate organizations interested in participating in this study

occurred by sending letters to geographically local organizations meeting specific

researcher-defined attributes. Initial contact with 259 candidate sites occurred through

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mailing a one-page letter to the chief executive officer, the human resources officer, any

training or development personnel, and key IT individuals identified at businesses that

employ more than 250 people. A starting point identified one city in Wisconsin where the

researcher lives. Then a selection of counties occurred by drawing successively larger

circles on a Wisconsin county map surrounding the origin. If a circle touched a county,

that county was included in the weekly mailing.

With the target county list, identifying institutions that meet the 250-employee

research requirement occurred by combining two methods. The Wisconsin Department of

Workforce Development (2007) detailed the largest employers in each county in

Wisconsin. This list details the employer name, the industry type, and the employee size

range. The selection criteria included organizations that employed more than 250

employees. This resulted in an institution list within one Wisconsin county that employs

more than 250 employees. With this institution list, a search in the LexisNexis database

using the company name derived from the Wisconsin Department of Workforce

Development revealed the mailing addresses, executive names, and other personnel

positions targeted. Organizations with multiple locations had their company headquarters

selected to limit the selection.

This methodology resulted in a list that did not include companies known to the

researcher that fit the selection criteria in the local area. Therefore, an additional step

bolstered the results. Consulting the information published by the Wisconsin Department

of Workforce Development Office of Economic Advisors (2008), this researcher selected

targeted county profiles that revealed the 10 largest towns in each county. Using these

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town names, a LexisNexis database search for all employers that employ 250 or more

employees resulted in a satisfactory institution list when coupled with the first method.

A letter mailed through the post office facilitated initial contact. Stage 1 included

163 initial letters. Stage 2 included 273 initial letters. Stage 3 included 173 letters. And

Stage 4 included 36 letters. A total of 645 letters were mailed to 259 companies in 14

counties. Letter mailing lasted 4 weeks. On average, each company contacted received

nearly 2.5 letters of invitation. However, the researcher received 18 letters from the post

office as undeliverable. Ten institutions responded and indicated interest in participating

in this study. After a phone interview with each interested responding organization, an

ideal candidate emerged that fit the research requirements.

Setting

The target organization is a nonprofit that provides various hobby and sporting

activities for individuals and families. The target organization has eight separate facilities

located in southeastern Wisconsin. The facilities comprise one organization, which itself

is a subsidiary of a nationwide entity, the Young Men’s Christian Association (YMCA).

The target organization has approximately 1,600 staff. During the data collection phase,

the organization will implement e-mail at each facility. Before implementing e-mail at

the target organization, the organization must use expensive post office mailings and

make announcements on community bulletin boards. They cannot use e-mail as the

primary vehicle because few staff members have an institutionally provided e-mail

service.

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Instrumentation and Measures

Venkatesh and Bala (2008) validated the scales that measure TAM constructs,

which include perceived ease of use and perceived usefulness. Both Venkatesh and Bala

gave this researcher permission to use the survey scales used in their research. Beyond

perceived ease of use and perceived usefulness information, the survey also captures

demographic and communication metrics that this researcher incorporated into the survey

instrument. The scales presented by Venkatesh and Bala are not changed, but the

instrument has demographic information merged and communication scales added, which

requires a field test for the instrument at the first few smaller facilities. A scale internal

consistency assessment will occur, and the derived Cronbach’s alpha will be reported.

During the field tests, if the survey instrument requires changes, the researcher will make

the changes before administering the survey beyond the field test environment. Because

this instrument requires validation and a field test, the scale internal consistency findings

will be reported within the Results section.

The changes in perceived ease of use and perceived usefulness from pretreatment

and posttreatment surveys will be measured. The same survey administered pretreatment

and posttreatment will capture perceived communication levels and demographic

information. The demographic information includes age, gender, education, years using

computers, and self-reported proficiency with computers. Survey instrument facilitation

will occur through paper or an online medium. Perceived ease of use and perceived

usefulness are fundamental to the TAM and will help to predict and explain IT use (Davis

et al., 1989).

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During Phase 1, participants in the treatment group and the control group will

receive the same instrument twice. During Phase 2, participants in the treatment group

and the control group will receive the same instrument twice. In both research phases, the

survey will be delivered pretreatment to participants in the treatment group and the

control group. Then the treatment group will receive the treatment, but the control group

will not. Then the delivery of the same instrument will occur to participants in the

treatment group and the control group.

The TAM, which was developed to predict actual system use, suggests that

perceived ease of use and perceived usefulness determine end user behavioral intention to

utilize an IT system (Venkatesh & Bala, 2008). Perceived ease of use and perceived

usefulness changes will be measured by comparing before and after surveys using

previously validated scales that measure perceived ease of use and perceived usefulness

variables from Venkatesh and Bala (2008). The scales validated by Venkatesh and Bala

are included in the survey instrument. Fowler (2009) indicated that a survey instrument

requires validation through a field pretest before implementation of the actual data

collection.

The target organization has no organizational supplied e-mail, but is interested in

the effect of organizational supplied e-mail on enabling communication within each

facility, between facilities, and with overall association communication. An additional

scale that measures end user communication perception before and after system

implementation will be added to the survey. Capturing information surrounding

communication aids in determining the changes in communication perceptions within the

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organizational context and highlights any communication enhancements attributable to IT

system implementation.

In Phase 1, the first facility scheduled is relatively small and will serve as the field

test location for the survey instrument. The next facilities also are available as potential

field test locations if required. If no changes to the instrument are required, and if the

internal consistency of the instrument is higher than .7, they will participate with Facility

A, and their data will be used within the research. The development of the survey

instrument scales and their reported reliability and validity are discussed (Creswell,

2009).

Data Collection

Data collection will occur through various methods. The first survey, which will

be a paper copy, will be delivered via the mail service. The rationale for manual survey

and data entry is because some respondents have limited access to computers. The

surveys will be collected, hand entered into SPSS, and verified that the data have been

entered correctly. The posttest survey will be administered electronically because the

treatment enables computer access to all end users. This survey will utilize a survey

services such as SurveyMonkey, Zoomerang, or another survey provider that the YMCA

prefers. Data analysis will be conducted using SPSS.

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Organizational Intervention Training: Phase 1

The treatment in Phase 1 is training. Two training modes give the end users a

choice of preferred training mode. In Phase 1, all individuals at one facility will receive a

random assignment to either the treatment group or the control group. During Phase 1, an

instrument will measure perceived ease of use and perceived usefulness. The instrument

also will measure end user perspectives of organizational communication levels and

demographic information.

The treatment group will select one of two training modes, each of which has the

same information but a different delivery mechanism. One mode will be face-to-face

training delivered by an instructor in a classroom setting; the other mode will include

training recordings, including video and audio presentations, that will be available online.

The material covered in either training mode is the same, but one is a recording and the

other is instructor led. The control group will receive no training. Each individual has an

equal chance of being assigned to either the treatment group or the control group (see

Table 4). This sampling method is simple random sampling (Trochim & Donnelly, 2008).

The training design addresses two TAM constructs: perceived ease of use and

perceived usefulness. In a true experiment, measuring the control and treatment group is

the same, but the treatment group gets something that the control group does not;

therefore, if everything else is controlled, the only difference between the control group

and the treatment group is the treatment (D. T. Campbell & Stanley, 1963). In Phase 1, an

independent variable is the variation in training time relative to IT system

implementation. Measuring the effect of training lead time occurs by measuring the

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change in perceived ease of use and perceived usefulness variables because the training

lead time varies per facility.

Table 4. Phase 1: Training

End user community (facility wide) completes survey(O1 treatment and O3 control)

(R) Research variablesEnd user selects

preferred training method

Training is derived from focusing on perceived ease of use and

perceived usefulness(X)

End

user

rand

omly

ass

igne

d to

tre

atm

ent o

r con

trol g

roup

Inde

pend

ent V

aria

bles

Less than 14 days but greater than 7 days before

implementation

Online recorded presentation

TrainingLess than 7 days before implementation Instructor facilitated

classroom presentation

Same day as implementation

Control group-No training

End user community (facility wide) completes survey(O2 treatment and O4 control)

Organizational Intervention Incentives: Phase 2

Postimplementation, all employees will have e-mail system access during Phase

2. Incentives will be the intervention in Phase 2. In this phase, all individuals in the

organization will be randomly assigned to either the treatment group or the control group.

During Phase 2, the same instrument used in Phase 1 will be employed to again measure

end user IT system perceived ease of use and perceived usefulness. The instrument also

will capture demographic information and measure end user conceptions of existing

organizational communication levels.

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The treatment group will receive a daily quiz through e-mail. The e-mail system

facilitates delivery and completed quiz return, requiring interaction with the system for

quiz delivery and response. Those employees who successfully return and answer the

treatment quizzes with the highest correct answers receive a chance to receive a $50.00

gift card to either a national submarine sandwich shop or a national coffeehouse chain

(see Table 5).

Table 5. Phase 2: Incentives

End user community (organization wide) completes survey(O1 treatment and O3 control)

(R) Research variables

End user community participates in a 5 day, once daily online quiz on computer security

and e-mail use(X)

End

user

rand

omly

as

sign

ed to

tre

atm

ent o

r con

trol

Inde

pend

ent

Var

iabl

es

Incentive to utilize system

Chance to win a $50.00 gift card to a national submarine shop or a national

coffee house

Incentive to utilize system

Control group-No incentives to utilize systemEnd user community (organization wide) completes survey

(O2 treatment and O4 control)

Data Analysis

Creswell (2009) guided the researcher in the development of plans for the data

analysis. Creswell suggested reporting descriptive statistics about the survey response

rates, indicating that graphs are appropriate. Creswell also suggested determining whether

response bias exists. The survey instrument uses scales from previously published

research. The instrument has not been validated, and Fowler (2009) noted that the

instrument requires field testing. The scale internal consistency for this instrument will be

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determined using Cronbach’s alpha (Creswell, 2009). The survey instrument contains two

sections. The first part collects demographic information, and the second part collects

scales on perceived ease of use, perceived usefulness, and communication perceptions on

a 5-point Likert scale (see Appendix E). Creswell offered suggestions on statistical tests

that depend on data normality, and the statistical choices used depend on the results

received.

The researcher will use SPSS to process the data. A preimplementation

intervention trains the end user community, whereas varying the lead time for training

with the actual IT system implementation adjusts the time between training and IT

system implementation. A postimplementation intervention incentivizes the end user

community to use the implemented system. Measuring the results occurs through surveys

administered pre- and posttreatment.

Phase 1 and Phase 2 data will determine the amount of change that is attributable

to treatment. The instrument will capture changes in perceived ease of use, perceived

usefulness, and communication perceptions between pretreatment and posttreatment that

will indicate the treatment effect. A data analysis through descriptive means will occur,

and depending on the data distribution, either parametric analysis or nonparametric

analysis will occur. Statistical resources will aid the specific method used depending on

the nature of the data (Cooper & Schindler, 2008; Creswell, 2009; Kerlinger & Lee,

2000; Norušis, 2008).

A nonparametric test for Research Questions 1 and 2 will test the hypotheses

using chi-square (Norušis, 2008). The data used to test these hypotheses will be from the

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treatment group. The test variable list includes Questions 17 to 20 for Research Question

1 and Questions 13 to 16 for Research Question 2 (see Table 6). The grouping variables

used within SPSS are the different training groups whose training timing varies with

system implementation.

Table 6. Survey Instrument Measurement Scales

Question Measurement scale type1,7,8,9,28 Scale2 Nominal3-6;10-27 Ordinal1-12 Demographic3-4 Computer skill perceptions9-11 Educational attributes13-16 Perceived usefulness scale (PU1;PU2;PU3;PU4)17-20 Perceived ease of use scale (PEOU1; PEOU2; PEOU3; PEOU4)21,23,25,27 E-mail communication enable scale (EC1, EC2, EC3, EC4)22;24;26 Association awareness (AA1,AAE 2, AAE 3)28 Self-reported system utilization (USE1)

A parametric test for Research Questions 3 to 6 will test the hypothesis using one-

way ANOVA (Norušis, 2008). The dependent list for Research Questions 3 and 5

includes Questions 17 to 20, and the dependent list for Research Questions 4 and 6

includes Questions 13 to 16. Research Questions 3 and 4 are interested in comparing the

amount of change end users experience from training. For Phase 1, two groups comprise

the training, that is, participants in the treatment group or those in the control group. For

Phase 2, the incentive phase has two groups, namely, those in the treatment group or

those in the control group. The result will be four total groupings, two from Phase 1 and

two from Phase 2. A value comparison derived from this procedure using ANOVA will

answer Research Questions 3 to 6. Post hoc analysis using the Bonferroni test (Norušis,

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2008) will address Research Questions 7 and 8. The procedures used to test these

hypotheses will follow and reference Norušis as a guide.

Validity and Reliability

Reliability deals with consistency and dependability, and validity refers to the

standards to judge research quality (Trochim & Donnelly, 2008). The research design

will embrace a positivistic research paradigm (Gephart, 1999). Validity and reliability

have threats associated with them, which the research design will attempt to address.

Taken together, validity and reliability define the quality and accuracy of the procedure

used in the research. The research method used is a true experiment. Cooper and

Schindler (2008) discussed validity in experimentation and indicated that there are two

major validity varieties: internal and external. An experimental design addresses internal

validity (Trochim & Donnelly, 2008). Controlling internal and external validity increases

the research value.

Internal Validity and Research Design

Creswell (2009) categorized internal validity threats as threats that involve

participants, researcher manipulations, and procedures used in the experiment. Threats to

internal validity are history, maturation, testing, instrumentation, regression, selection,

mortality, selection interaction and maturation (Cooper & Schindler, 2008; D. T.

Campbell & Stanley, 1963). Russ-Eft and Hoover (2005) suggested three methods to

address internal validity as individual random assignment, management of confounding

factors, and use of multiple measurement methods. However, each method has a cost

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associated with addressing the threat. Cooper and Schindler (2008) suggested seeking

internal validity and then external validity to balance the ideal scientific method with

what the target environment allows.

A true experimental design, such as presented in the research of D. T. Campbell

and Stanley (1963), allows the researcher to control for internal validity threats. The

research method uses a pretest-posttest control group design, which D. T. Campbell and

Stanley indentified as a true experimental design. Individual random assignment to the

treatment and control group then occurs. Russ-Eft and Hoover (2005) suggested

identifying, measuring, and controlling confounding factors. Reporting any relevant

confounding factors identified during the research effort informs future research.

Utilizing one instrument means that multiple measurement methods (Russ-Eft & Hoover,

2005) are not employed, which is a threat to internal validity.

There are costs associated with exercising too much control to increase internal

validity, including loss of external validity (Cone & Foster, 2006; Russ-Eft & Hoover,

2005). The ideal research design is strong in internal and external validity (D. T.

Campbell & Stanley, 1963). Cone and Foster (2006) offered the researcher advice when

they stated, “Remember that no research is perfect” (p. 280).

Data collection will occur through one instrument, but survey delivery will occur

through paper or an online survey delivery service. Using the same survey instrument to

measure the treatment effectiveness fails to offer converging evidence (Russ-Eft &

Hoover, 2005), which is a threat to internal validity. However, the survey instrument uses

scales to measure the variables, which address the same question in different forms

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(Fowler, 2009). Checking each scale for internal consistency post hoc addresses

instrument internal validity.

External Validity

Generalizability refers to the ability to extend the research to other locations and

other venues. D. T. Campbell and Stanley (1963) detailed four threats to external validity

in an experiment, which are interaction of testing and X, interaction of selection and X,

reactive arrangements, and multiple X interference. Kerlinger and Lee (2000) asserted,

“The fact that one is participating in an experimental study may alter one’s normal

behavior” (pp. 477-478). Random assignment places the participants in either the

treatment group or the control group. The experiment will not overwhelm the end user

community, will sample the entire end user community, and will avoid obtrusive

measures (Russ-Eft & Hoover, 2005) by focusing the research on the e-mail system

installation process. All end users have an equal chance of assignment to either the

control group or the treatment group.

Creswell (2009) detailed three threats to external validity, namely, selection

interaction, setting interaction, and history interaction. D. T. Campbell and Stanley

(1963) called for greater external validity by maximizing experimental similarity.

Addressing the external validity threats that Creswell presented requires conducting

multiple experiments at different settings and different times, which will be accomplished

during Phase 1.

Generalizability to other places and other contexts require framing the current

context and describing the current organization, thus enabling the reader to determine

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similar generalizability to other places and contexts. Trochim and Donnelly (2008)

discussed two methods to address threats to external validity: sampling model and

proximal similarity. Trochim and Donnelly noted that through proximal similarity, the

researcher presents similarity gradients with different contexts in terms of similarities.

Trochim and Donnelly suggested using proximal similarity by “describing the ways your

contexts differ from others by providing data about the degree of similarity between

various groups of people, places, and even times” (p. 36). Through proximal similarity,

detailing organizational traits present in the current study allows the reader to determine

other similar and comparable contexts that have similar traits. This presents the reader an

opportunity to find similar attributes within the research context that are applicable to

other contexts, external to the current research effort. Trochim and Donnelly suggested

conducting the study “in a variety of places, with different people, and at different times”

(p. 36). The Phase 1 experiment will occur across different facilities, at different times,

and with different individuals. Cooper and Schindler (2008) suggested, “Secure as much

external validity as is compatible with the internal validity requirements by making

experimental conditions as similar as possible to conditions under which the results will

apply” (p. 256).

Threats to Reliability

Threats to reliability include the survey questions, survey instrument, and research

methods. Reliability threats identified and the steps used to address the reliability issues

are discussed. Fowler (2009) stated, “Reducing measurement error through better

question design is one of the least costly ways to improve survey estimates” (p. 112). An

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instrument field test determines internal consistencies. The questions focus on

demographic attributes, measure communication perceptions, perceived ease of use, or

perceived usefulness. Fowler reminded the researcher to be cognizant of educational and

cultural backgrounds of the population. Question design focuses on asking one question

of the respondent and keeping questions simple (Fowler, 2009).

Cooper and Schindler (2008) advocated survey instrument internal validity to add

to overall research reliability. Perceived ease of use and perceived usefulness survey

questions used exist in other previously published research. Venkatesh and Bala (2008)

reported internal consistencies of .92 for perceived ease of use and .93 for perceived ease

of use (see Appendix F). Cameron and Quinn (2006) cited similar results.

Reliability estimating is the degree or the confidence in the reliabilities (Trochim

& Donnelly, 2008). Perceived ease of use and perceived usefulness scales exist within the

survey, and the rollout plan incorporates a research field test at the first facilities. Hinkin

(2005) stressed the importance of reporting internal consistency reliability. Evidence has

not supported one specific value for reliability, but researchers have used the .7 cutoff

(Kerlinger & Lee, 2000). The cutoff for reliability used here is .7. During the field test,

the survey instrument scale internal consistency reliabilities will be reported.

The survey instrument is reliable if it consistently measures something precisely,

but Kerlinger and Lee (2000) indicated that if it is not measuring what it is supposed to

be measuring, it is not valid. The survey focus is to determine end user community

perceptions of the IT system’s perceived ease of use and perceived usefulness. According

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to Venkatesh and Bala (2008), the scales have high internal consistency, which are the

same scales used here.

Phase 1 will be conducted preimplementation to measure the effectiveness of

training to address end user IT acceptance, which will be assessed through perceived ease

of use and perceived usefulness. Phase 2 will be conducted postimplementation with the

whole organization to measure the incentive effectiveness to enable IT system utilization,

which will be assessed through perceived ease of use and perceived usefulness. Gephart

(1999) indicated that reliability is a criterion for assessing positivism research. Crow,

Davis, and Maxfield (1960) discussed experimental conclusions and stated that the

“reliability of experimental conclusions can also be increased by refining the

experimental technique” (p. 110). An instrument gathers pretreatment and posttreatment

end user perceptions on end user IT acceptance. Holton and Burnett (2005) discussed

reliable measures, noting “[a] reliable measure is one that yields consistent results” (p.

35). Through iterating the first experiment five times, any experimental refinements

techniques incorporated will be included in the methodology section, and anomalies

found in the data that require explanation receive attention in the results section.

Limitations

Two phases will comprise the research effort. During Phase 1, each facility will

receive training as an intervention and delivered in an experiment. After completing the

posttest data collection for one facility, each control group at the target facility will

receive training previously offered to the treatment group so that all members will receive

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training on the e-mail application. Also during Phase 1, multiple training modes and

methods are available for members in the treatment group so that they can choose their

preferred training method. The training presented to respondents includes handouts, with

the training delivered through different venues such as self-paced, online, and face to

face. The training design addresses e-mail ease of use and e-mail usefulness. During

Phase 2, measuring incentive effectiveness at adjusting end user IT acceptance captured

through perceived ease of use and perceived usefulness variables will occur after all

individuals have completed Phase 1 training. Incentives have different effects on different

populations, and the incentive selected may not appeal to all people or appeal to all

people equally.

Ethical Considerations

There are minimal potential risks involved in participating in this study. The

survey captures demographic information, which presents a very small risk that the

questionnaire can link the respondents to specific survey responses. The researcher will

keep the paper surveys in a secure location external to the organization. After entering the

data into the computer, the researcher will keep the data in a locked, fireproof cabinet. A

biometrically secured laptop will maintain data file security. Endpoint security exists on

the laptop, and both the operating system and the endpoint security regularly receive

updates. A locked, fireproof cabinet also houses the data file backups. After publishing

the results, the researcher will destroy all paper surveys, data files, and backup data.

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The survey captures demographic information, communication perceptions within

the organization, IT perceived ease of use, and IT perceived usefulness. These measures

contain no inherent concerns or risks associated with answering the survey questions.

Maintaining confidentiality surrounding respondents, surveys, and respondent anonymity

is highly valued, and data reporting will occur through aggregated results only.

Utilizing the Belmont Report as a guide will help the researcher to address and

remediate ethical concerns. The Belmont Report is concerned with respect for persons,

beneficence, and justice (National Institutes of Health, 1979). The principles within the

Belmont Report will guide the research by focusing on the participants’ well-being

throughout any activities.

All participants will receive an informed consent form, which they must sign

before taking part in any research. It provides information about the study and the

voluntary nature of participation. A locked, fireproof cabinet will hold the informed

consent forms. There are no foreseeable risks inherent with participating in this research

for the participants, each facility, or the target organization. Benefits exist for the

individual, facility, and the target organization from the results derived from this

research.

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APPENDIX A. INTERVENTIONS FOR PRE-IT SYSTEM IMPLEMENTATION

Table A1. Determinants of Perceived Usefulness

Determinates of perceived usefulness

Design characteristics

User participation

Management support

Incentive alignment

Subjective norm   X* X XImage     X XJob relevance X X X XOutput quality X X X XResult demonstrability X X X X*X indicates a particular intervention can potentially influence a particular determinant of perceived usefulness or perceived ease of use.**Note. Adapted from “Technology Acceptance Model 3 and a Research Agenda on Interventions,” by V. Venkatesh and H. Bala, 2008, Decision Sciences, 39(2), p. 293.

Table A2. Determinants of Perceived Ease of Use

Determinants of perceived ease of use

Design characteristics

User participation

Management support

Incentive alignment

Computer self-efficacy        Perceptions of external control   X* X  Computer anxiety   X    Computer playfulness   X    Perceived enjoyment X X   XObjective usability X X    *X indicates a particular intervention can potentially influence a particular determinant of perceived usefulness or perceived ease of use.**Note. Adapted from “Technology Acceptance Model 3 and a Research Agenda on Interventions,” by V. Venkatesh and H. Bala, 2008, Decision Sciences, 39(2), p. 293.

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APPENDIX B. INTERVENTIONS FOR POST-IT SYSTEM IMPLEMENTATION

Table B1. Determinants of Perceived Usefulness

Determinates of Perceived Usefulness Training Organizational support Peer supportSubjective norm     X*Image     XJob relevance X X XOutput quality X X XResult demonstrability X X X*X indicates a particular intervention can potentially influence a particular determinant of perceived usefulness or perceived ease of use.**Note. Adapted from “Technology Acceptance Model 3 and a Research Agenda on Interventions,” by V. Venkatesh and H. Bala, 2008, Decision Sciences, 39(2), p. 293.

Table B1. Determinants of Perceived Ease of Use

Determinants of perceived ease of use Training Organizational support Peer supportComputer self-efficacy X*    Perceptions of external control   X XComputer anxiety X X  Computer playfulness X    Perceived enjoyment X    Objective usability X    *X indicates a particular intervention can potentially influence a particular determinant of perceived usefulness or perceived ease of use.**Note. Adapted from “Technology Acceptance Model 3 and a Research Agenda on Interventions,” by V. Venkatesh and H. Bala, 2008, Decision Sciences, 39(2), p. 293.

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External Variables

Perceived Usefulness

Perceived Ease of Use

Behavioral Intention Use Behavior

APPENDIX C. TECHNOLOGY ACCEPTANCE MODEL

Figure C1. Technology acceptance model.Note. Adapted from “Technology Acceptance Model 3 and a Research Agenda on Interventions,” by V. Venkatesh and H. Bala, 2008, Decision Sciences, 39(2), p. 276.

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APPENDIX D. TECHNOLOGY ACCEPTANCE MODEL 3

Figure D1. TAM–3.Note. Adapted from “Technology Acceptance Model 3 and a Research Agenda on Interventions,” by V. Venkatesh and H. Bala, 2008, Decision Sciences, 39(2), p. 280.

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APPENDIX E. SURVEY INSTRUMENT

Before completing this survey, I would like to thank you for taking the time to respond to this survey. This survey is important for understanding how effective events that the association organizes are at addressing end user IT acceptance. Your help is greatly appreciated.

SURVEY INSTRUCTIONS:

• Do not write any personally identifiable information on the survey, as your answers are anonymous and confidential.

• There is no right or wrong question answers on this survey. This survey is exploring your computer application perceptions. Based on your experience with computer applications, choose the appropriate response.

• Be sure to mark your answers carefully. Most questions ask you to circle one value, which best matches the description of how you feel about the item. As an example, if you were asked how much you agree with the statement, “Winters are cold in Wisconsin”, and you feel you agree, you would circle the item “Agree” like this:

A. Winters are cold in Wisconsin.

1Strongly Disagree

2Disagree

3Neutral

4Agree

5Strongly Agree

• Note that throughout the survey the scale descriptions change. As an example, the sample asked whether you agree or disagree. In another question, the question may ask how useful something is. The special instructions will highlight these. Please read the instructions.

• This survey should take less than 7 minutes to complete and is voluntary.

• Thank you for your time and cooperation.

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Section 1: Demographics. This information will allow comparisons among different groups of people. Your responses are anonymous and confidential. Please answer below each question the answer that best describes you.

1. What was your age (in years) on your last birthday?

2. Are you (circle one). Male Female

3. Described your computer skills (circle one).Extremely

usefulOf considerable

use Of use Not very useful Of no use

4. Describe how people who know you would rate your computer skills (circle one).Very

satisfactory Satisfactory Borderline Unsatisfactory Very Unsatisfactory

5. Describe your proficiency with computers (circle one).Very

satisfactory Satisfactory Borderline Unsatisfactory Very Unsatisfactory

6. Describe your comfort level with computers (circle one).Very good Good Borderline Poor Very Poor

7. Roughly, how many years have you have been using computers?

8. As of January 1, 2011 the number of years you have worked at the YMCA of the Fox cities. (Estimations are o.k.).

9. Total years receiving formal education. (Only count complete years).

10. Select highest degree completed (circle one).Did not graduate

Grade School

High School

Associate degree

Bachelor’s degree

Master’s or higher degree

11. Select highest degree started (circle one).Grade School High School Associate degree Bachelor’s degree Master’s degree PhD

12. Indicate your job level, which best describes you (circle one).

EmployeeTeam

leader/supervisor

Mid-level manager Manager Executive Not

employed

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Section 2: Using your perceptions of e-mail, answer the following questions. Circle one response that best describes your answer.

13. Using e-mail improves my performance in my job.1

Strongly disagree

2Disagree

3Neutral

4Agree

5Strongly agree

14. Using e-mail in my job increases my productivity.1

Strongly disagree

2Disagree

3Neutral

4Agree

5Strongly agree

15. Using e-mail enhances my effectiveness in my job.1

Strongly disagree

2Disagree

3Neutral

4Agree

5Strongly agree

16. I find e-mail to be useful in my job.1

Strongly disagree

2Disagree

3Neutral

4Agree

5Strongly agree

17. My interaction with e-mail is clear and understandable.1

Strongly disagree

2Disagree

3Neutral

4Agree

5Strongly agree

18. Interacting with e-mail does not require a lot of my mental effort.1

Strongly disagree

2Disagree

3Neutral

4Agree

5Strongly agree

19. I find e-mail to be easy to use.1

Strongly disagree

2Disagree

3Neutral

4Agree

5Strongly agree

20. I find it easy to get e-mail to do what I want it to do.1

Strongly disagree

2Disagree

3Neutral

4Agree

5Strongly agree

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21. E-mail increases my ability to communicate1

Strongly disagree

2Disagree

3Neutral

4Agree

5Strongly agree

22. I know what is going on within the association.1

Strongly disagree

2Disagree

3Neutral

4Agree

5Strongly agree

23. I believe that e-mail enables communication within the organization.1

Strongly disagree

2Disagree

3Neutral

4Agree

5Strongly agree

24. I know what is going on at my branch facility1

Strongly disagree

2Disagree

3Neutral

4Agree

5Strongly agree

25. I believe that e-mail enables communication at my branch facility.1

Strongly disagree

2Disagree

3Neutral

4Agree

5Strongly agree

26. I know what is going on within my department.1

Strongly disagree

2Disagree

3Neutral

4Agree

5Strongly agree

27. I believe that e-mail enables communication within my department.1

Strongly disagree

2Disagree

3Neutral

4Agree

5Strongly agree

28. On average, how much time do you spend using e-mail each day?

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APPENDIX F. SURVEY INSTRUMENT SCALES

Scales used with permission from Venkatesh and Bala.

Table F1. Perceived Usefulness Scales

Using the system improves my performance in my job.Using the system in my job increases my productivity.Using the system enhances my effectiveness in my job.I find the system to be useful in my job.

Table F2. Perceived Ease of Use Scales

My interaction with the system is clear and understandable.Interacting with the system does not require a lot of my mental effort.I find the system to be easy to use.I find it easy to get the system to do what I want it to do.

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