Abstract
Drawing on postcolonial studies of management, this article highlights the importance of adopting a contextualized approach to hybridization processes that, first, takes into account the importance of the historical and cultural contexts from which hybridity emerges and, second, helps to identify the elements that change as well as those that persist when western management practices are imported into developing countries. Using a discursive analysis, this article shows the ambivalent nature of the accounts given by managers (trained in western traditions) of the Tunisian company Poulina as they explain how they modernized their company through the implementation of a US management model. The managers’ ambivalence takes on two distinct forms. First, while they seem to have internalized the rhetoric of modernization in insisting on how they used the US management model to overcome the ‘dysfunctional’ family-based organizational system, they simultaneously express resistance by detaching themselves from the French colonial organizational model. Second, when they describe the implementation of the US management practices and how workers resisted them, it seems that they have implicitly negotiated and reinterpreted these practices via a local cultural framework of meaning. Based on these findings, I argue that hybridity is best understood as an interweaving of two elements – the transformation of practices and cultural continuity – in which identity construction, local power dynamics and cultural frameworks of meaning jointly shape the hybridization process of management practices.
What about identity? I asked.
He said: It’s self-defence…Identity
is the child of birth, but
at the end, it’s self-invention, and not
an inheritance of the past. I am multiple…
Within me an ever new exterior. And
I belong to the question of the victim. Were I not
from there, I would have trained my heart
to nurture there deers of metaphor… (Darwish, 2004,
used with permission, University of Minnesota Press.)
Introduction
The importation of western management knowledge is often considered to be the only means of strengthening ‘developing’ 1 countries’ economies, and improving the productivity of local firms (Alcadipani, Khan, Gantman, & Nkomo, 2012). With the success of the US industrial system following the Second World War and its subsequent international proliferation, Americanization has become a synonym for modernization, and the US style of management has been naturalized into the discourse and practice of development (Cooke, 2005; Djelic, 1998; Kipping, Engwall, & Üsdiken, 2008; Mir, 2003; Westwood & Jack, 2007). In line with the convergence theory, this view holds that the very adoption of the US management model in developing countries should lead to an increase in homogenization, not only with regard to practices but also on a cultural level (Farmer & Richman, 1965; Kiggundu, 1989).
However, postcolonial studies of management have revealed that hybridity is a common occurrence when US management knowledge is confronted with local realties (Alcadipani & Rosa, 2011; Frenkel, 2005). In contrast with translation (Czarniawska & Sevón, 1996; Doorewaard & Van Bijsterveld, 2001), neo-institutional (Kostova & Roth, 2002; Zeitlin & Herrigel, 2000) and cross-cultural approaches (Jackson, 2002; Tayeb, 2001), which have contributed in different ways to the questioning of the homogenization view, the postcolonial perspective has the great merit of being able to address the unequal relationships within the world system when dealing with the challenges of western management production and diffusion in developing countries (Cooke, 2005; Prasad, 2003). Largely inspired by the seminal work of Homi Bhabha (1984, 1994, 1996), the terms ‘hybridity’ and ‘hybridization’ have become key concepts in postcolonial discourse, and are increasingly used in organization literature to examine the effect that the colonial encounter has on the transformation of management practices in developing countries (Frenkel & Shenhav, 2003). However, the dominant focus in such literature is on the hybridity of management knowledge and representations rather than on the hybridization process of practices and identities (Srinivas, 2013). Moreover, the specific features of the hybridization process in developing countries remain largely unexplored (Gantman & Parker, 2006).
On the other hand, while ‘hybridity’ is attractive because it offers a framework that has radically re-examined cross-cultural relationships (replacing domination and cultural essentialism by mutual contamination, subversion and ambivalence), its uncritical, decontextualized transposition could be problematic, as it runs the risk of overlooking the impact of the historical and cultural contexts from which hybridity emerges (Lo, Khoo, & Gilbert, 2000; Werbner, 2001). In this respect, an interrogation of local historical colonial power dynamics and of local frameworks of meaning that shape unique and culturally meaningful hybrid knowledge, identities and practices becomes critical in understanding the diverse models and experiences of hybridization processes.
In what follows, by ‘hybridization’, I will refer to the process of mixing practices and knowledge of the West with those of developing countries, which simultaneously indicates the effects of the dominating force and resistance to it. By taking a more complex and contextualized view of the hybridization process, this paper aims to make contributions at two levels. On a theoretical level, I will argue that the stress that hybridity theory places on the perpetual construction of cultures fails to consider the fact that national cultures produce their own forms of domination, transgression and resistance that are underpinned by more stable cultural frameworks of meaning. Therefore, hybridization perspectives should be improved in order to account for the interplay between: (1) the conscious, inter-subjective processes of reinterpretation and negotiations of the imported practices; and (2) the less negotiable and more stable local schemes of cultural interpretation. On an empirical level, I will detail the hybridization process in a Tunisian company, through which I aim to show that hybridization is a multi-layer process in which identity construction, the dynamics of local power relationships and the cultural framework of meaning jointly shape the hybridization process of management practices.
I begin by critically examining the postcolonial discourse on hybridity and its tensions in dealing with cultural challenges of the importation of western management practices in developing countries. I then show how d’Iribarne’s conceptualization of culture (1989, 2009) could offer a complementary engagement with postcolonial studies of hybridity by highlighting how more stable cultural frameworks of meaning can interfere with the hybridization process. Next, by drawing on a study of the Tunisian company, Poulina, I examine the discourse produced by the managers in order to explain how they modernized their company by implementing an ‘American management model’. 2 The specificity of the Tunisian context (a former French colony whose model of business education and management practices have been highly influenced by the French system) offers a particular historical context that allows us to question the limits of casting the Americanization of management in the developing world as a unique hegemonic phenomenon. Subsequently, I focus on two specific empirical issues: How and to what extent do Tunisian managers succumb to the mimicry of US management practices? To what extent does local cultural context influence the adoption and adjustment of these imported practices? Finally, I conclude by highlighting how this study contributes to a broader understanding of the hybridization processes of management practices in developing countries.
Hybridity and Cultural Challenges in Importing Western Management in Developing Countries: Potentials and Tensions
I will explore in this section how hybridity is investigated in relation to the imposition of western management knowledge and practices in developing countries. Then, by importing d’Iribarne’s conceptualization of culture, I will highlight the importance of contextualizing the hybridization process when accounting for the diversity of colonial experiences and national cultures.
The most controversial theme in postcolonial studies of management can be articulated in the following way: How can we acknowledge cultural roots while avoiding essentialism, and how can we account for cultural mixture but avoid imposing colonial categories when considering different ways of organizing and working in developing countries (Islam, 2012; Nkomo, 2011)?
In order to answer to this multi-layered question, researchers in postcolonial studies (primarily in Asian, Anglophone and Francophone Caribbean contexts) have concentrated on the processes of racial and cultural mixture, which are usually referred to using terms such as hybridity (Bhabha, 1996; Gilroy, 1991) mixture, syncretism, mestizaje (Wade, 2005), melange and creolisation (Glissant & Dash, 1992). Homi Bhabha’s work (1994) in this field, born of literary and cultural theory, has been particularly important for researchers describing the construction of culture and identity within conditions of colonial encounters. Unlike Said (1979), who makes a sharp distinction between the colonizer and the colonized, Bhabha takes into consideration mutual effects of the colonizer and the colonized within the colonial encounter. His concept of the ‘third space of enunciation’ positions Hybridity as a transformative site in which the colonizer and colonized are offered new possibilities of describing the identity of the Self and the Other in addition to new forms of political agency and subversion (Parry, 1994). In fact, Bhabha claims that new hybrid identities emerge from the interweaving of elements of the colonizer and colonized, a position that challenges the validity and authenticity of any essentialist view of cultural identity.
Quoted by Bennita Parry (1994), Bhabha goes on to claim: Hybridity is the revaluation of the assumption of colonial identity through the repetition of identity effects. It displays the necessary deformation and displacement and domination … For the colonial hybrid is the articulation of the ambivalent space where the rite of power is enacted on the site of desire, making its objects at once disciplinary and disseminatory. (Bhabha, 1994, p. 112)
In the same way, Pnina Werbner (2001) explains that, in the colonial encounter, both the colonized and colonizers are transformed: while the former are subjected to western practices, they also rely on borrowed forms in telling their own unique narratives, which effectively and implicitly unsettle and subvert the colonizers’ cultural authority. These hybridization processes are considered to be emancipating forces that develop non-essentialist and inclusive identities, which in turn break down colonial and neocolonial categorizations of ethnicity and race (Bhabha, 1994; Nandy, 1983). Such processes are also intended to destabilize hierarchical relations of power and purity, creating a ‘third space’ that lies outside binary oppositions and offers a potential site for resistance and autonomy (Loomba, 1998). This said, it is worth noting that within postcolonial studies of management, research exploring the importation of management ideas and practices in developing countries that has employed the concept of hybridity has focused on either the hybridization process of management knowledge or on the hybridization process of identities.
Postcolonial studies of management have considered the Americanization of management practices in developing countries under the banner of ‘modernization’ to be a process of colonialism (Alcadipani et al., 2012; Caldas & Wood, 1997; Frenkel & Shenhav, 2003). These studies have considered that imported US management and education models in developing countries contribute to the undermining of local management practices as well as to the legitimization of the cultural and global US hegemony (Mir, 2003; Mir, Banerjee, & Mir, 2008; Mir & Mir, 2009; Neal & Finlay, 2008; Srinivas, 2009; Usdiken, 2004). While acknowledging that the imposition of US management knowledge and practices is a new form of colonialism, studies considering processes of local hybridization have revealed that this hegemonic discourse should not be considered as being absolute (Alcadipani & Caldas, 2012; Frenkel, 2008, 2006; Kamoche, 2002; McKenna, 2011; Mignolo, 2000). These studies have uncovered a complex interplay that exists between imported and local knowledge. More specifically, the imposed western knowledge is combined with a different, indigenous one, leading to the creation of a hybrid version that simultaneously indicates the effect of the dominating force and resistance to it. In this, the colonized do not simply import western management knowledge but are able to creatively resist and consciously subvert the knowledge that is imposed by the colonizers, thereby blurring the distinctions between western and local discourse.
On the other hand, other studies have pointed to how managers from local elites in developing countries have widely contributed to the diffusion of western practices by accepting the imported knowledge and the resulting cultural subordinations brought about by such knowledge. Socialized within the colonial educational and bureaucratic systems, colonized elites are often seen internalizing the colonizers’ point of view and thereby defending ‘modernization’ and depreciating local knowledge. These managers tend to view their affiliation with the ‘modernity’ as a source of material and symbolic independence from a supposedly conservative and traditional culture (Alcadipani & Rosa, 2011; Mitchell, 2000). For managerial elites in developing countries, this has led to a conflict between local values and contemporary global management thinking as taught by both international and local business schools (Murphy, 2008).
Yet, while mimicry and imitation have often been viewed as evidence of the colonizer’s hegemony and of the dependency of the colonized (Fanon & Maspero, 1994; Memmi, 1957), studies that have mobilized a Bhabhian perspective have postulated that mimicry is the space of resistance that destabilizes and undermines colonial authority, leading to hybridity and indeterminate identities and subjects (Özkazanç-Pan, 2008, Prasad, 2003). In particular, Bhabha’s notion of ambivalence highlights the contradictory nature of mimicry and the development of the hybridized ‘in-between’ spaces as discursive constructions of identities and cultures. Relatedly, resistance is perceived as the effect of the ambivalence produced within the recognition of dominating discourses rather than an oppositional act of political attention (Parry, 1994). For instance, Ghazi Islam (2012) has used the metaphor of anthropophagy to analyse the ambivalent Brazilian elites’ attitude of admiration and aggression towards western references that discursively lies between being the affirmation of native roots and an appropriation of a foreign reference. In a similar vein, Jonathan Murphy (2008) has detailed the hybridity of the emerging economic managerial class in the context of globalization. He has shown that, in India, globalization does not cause ‘traditional’ values to be replaced with ‘modern’ ones, but rather that it creates hybrid relationships of domination in which an emergent global managerial class is built and intertwined with pre-existing class and caste hierarchies.
Thus, the concept of hybridity has provided a means of understanding the more subtle implications of the spread of western management practices in developing countries. It allows us to explore the hybridization process through the ongoing process of both the colonizers’ efforts to impose their culture as well as the resistance of the colonized to this domination. While the hybridization of identities is disconnected from the hybridization of management knowledge in organization literature, this paper aims at connecting the different layers of hybridity by showing the interplay between the hybridization of management knowledge and practices, and managers’ identity construction in Tunisia.
Yet, as valuable as this framework could be in understanding the hybridization process of management practices in developing countries, I argue that an uncritical celebration of hybridity runs the risk of conflating the diversity of experiences that exists within the context of the hegemonic spread of US ideology. A contextualized approach to the hybridization process in developing countries should take into account that Americanization process was preceded by earlier European colonial efforts to introduce their own models of productivity as part of the colonial mission. Hence, the question of hybridity should consider how former colonial experiences interfere with the importation of US management practices (Frenkel & Shenhav, 2003).
Moreover, as in postcolonial discourse, the idea that any culture or identity is pure or fixed is disputable; hybridity is primarily positioned as an antidote to essentialism. Cultural hybridity moves away from the assumption that culture and the nation-state are synonymous, and conveys the idea that identity formation is not limited to the distinctions presupposed by national or other demarcations. From this perspective, the idea of a national culture must be rejected, and could even be suspected of masking domination and rival social groups’ cultural values behind the guise of unity (Alvesson, 2002). Subsequently, a new conceptualization of culture emerges from this, which considers culture as a malleable, heterogeneous and negotiated phenomenon rather than a stable and fixed fact (Westwood & Jack, 2010).
This has led postcolonial scholars to focus on power dynamics inherent in the hybridization process of imported practices and to overlook the national cultural context within which such hybridization takes place. In contrast with cross-cultural management transfer studies which focus on how national culture influences the transfer of management practices, for the postcolonial studies of management the question becomes: How does the introduction of imported practices challenge power relationships and contribute to the reformulation of national identities and cultural beliefs (Frenkel, 2008)?
By considering culture as a largely narrative construction, the emergent framework of hybridity seeks to implicitly (and paradoxically in accordance with the modernization theory) do away with any kind of cultural continuity that might be suspected of essentialism or that could compromise the realization of progress and emancipation (Yousfi, 2010a). But if ‘culture’ is merely an artificial intellectual bricolage, actors are subsequently left without tools that might allow them to assess what is legitimate and what is not, as well as what is acceptable and what is not (d’Iribarne, 2003). Theories that celebrate hybridity as an antidote to cultural essentialism ignore that national cultures are also, for actors themselves, the matrices of ethical values and shared references that shape the way that they perceive and might resist domination (Werbner, 2001). They also fail to consider the fact that, although cultures change over time, certain forms of continuity associated with what today seem rather old-fashioned concepts such as ‘the spirit of a nation’ (Montesquieu, 1748) or ‘national character’ (Weber, 1905) or ‘ world of avatars’ (Geertz, 1973) can persist and might be critical to a deeper understanding of hybridization processes (d’Iribarne, 2009).
By considering companies as privileged sites of investigation, Philippe d’Iribarne (1989, 2009; d’Iribarne et al. 1998) provides an alternative conceptualization of culture that could help us to take into account how national culture may shape the way that managers resist, adopt or adjust to imported practices. Following Geertz (1973), d’Iribarne (1989) defines culture as a framework of meaning that enables actors to make sense of both the world in which they live and their own actions. He then takes this argument further by defining two dimensions that enable us to grasp how change and continuity can simultaneously occur in modern societies and how diversity can coexist with unity. In describing how a culture that could be labelled as ‘national’, d’Iribarne (2009) argues that one should bring to light: (1) the ideal representations of social life to which, in practice, reality can conform more or less strictly; and (2) the threats that these visions dismiss.
Every society is confronted with certain irreducible tensions (such as the need to conciliate between individual freedom and collective order), and ultimately conceives its own way of dealing with them. d’Iribarne (2009) argues that, across cultures, in representations of relations between individuals and groups, legitimate means of exerting power and methods of cooperation vary noticeably. Such conceptions, which are largely implicit, form the foundations of the image of a ‘well-ordered society’, but also serve as reference points, a framework of meaning for actors in their actions. In every society, a specific network of real or mythical figures and narratives highlights the principles of classification through which society deals with the tensions it faces and dismisses the fundamental threats that it fears most (d’Iribarne, 2011). Words are associated with these classifications, such as ‘purity’ in India, ‘witchcraft’ in Cameroon, the ‘loss of freedom’ in the United States and ‘unity’ in Lebanon (d’Iribarne, 2003a; Yousfi, 2010b). These classifications provide interpretative systems that ascribe meaning to the problems of existence, portraying them as elements in a given configuration that shapes the relationships between individuals within that same society. They provide references for the actors belonging to a specific society to interpret situations and events, the taken-for-granted assumptions that form the basis of their judgements and the categories used to describe their daily reality.
While acknowledging the diversity of organizational models that can exist within a single country, d’Iribarne (1989) argues that companies are necessarily affected by a more or less homogeneous framework of meaning of acceptable ways of organizing and regulating social life. These implicit representations underlie the way the members of organizations – belonging to a specific society – give meaning to what they experience at work: hierarchical functioning, with the procedures of decentralization, control and performance evaluation; cooperation among different departments, setting up codes of conduct, and so on. For instance, d’Iribarne (1989) shows that the US organizational model – used as a reference throughout the world – is rooted in a specifically American culture, reflecting the political ideal of a society based on contracts freely entered into by equals (Tocqueville, 1856). This contract-based ideal is associated with great mistrust of the arbitrariness of power and great faith in the recourse to law as a means of avoiding this problem. One can find traces of this ideal in attempts to organize work relations via contracts that define as precisely as possible the rights and obligations of the parties involved, be they for the relations between superiors and their subordinates, between supplier and client departments or, in unionized companies, between corporations and unions (Foner, 1998; Singh, 2003).
Similarly, d’Iribarne describes how an altogether different perspective concerning the proper way to live and work together can be found in France. When the French speak of their work, they rely on omnipresent reference points concerning the rights and duties associated with a specific profession held in the company and with the rank associated with this position. Without any reference to instructions from superiors or to contracts, these traditions define how to recognize an ‘acceptable’ way of working, what is the ‘normal’ thing to do, and things individuals should not do as production engineers, marketing managers, accountants, and so on. This can be regarded as reflective of a society whose governance relies on a conception of freedom, attached to rights and obligations specific to a given social position. This conception is linked to the notion of nobility and status prevailing in French society (Montesquieu, 1748; Tocqueville, 1856).
In sum, each society’s ideal vision of social life – whether it conforms (or not) to everyday life – is constantly present in the background for actors who recount their experiences, be they positive or negative. This vision does not directly determine practices, which can deviate considerably from it; however, more or less successful efforts are made to configure daily reality using this vision as a reference point (d’Iribarne, 2009). The question is: To what extent does this conceptualization of culture differ from other approaches and could it help us to better understand the influence of national culture while avoiding essentialism?
In contrast to the dominant approach to national cultures (Hofstede, 1984), which defines culture as a set of values and norms that can be measured and that have predictable impacts on behaviour, when one considers culture referred to as a framework of meaning, it is then possible to account for a diversity of behaviours. Within a society, attitudes and subcultures vary considerably. It is not just that individuals with a wide variety of attitudes can be found but, more radically, that the same individual can have sharply differing attitudes according to the context. When national culture is seen as a framework of meaning, this does not mean that every individual within that culture acts similarly or gives exactly the same meaning to a given situation. Rather, it means that they share a number of references used for giving meaning to their experience and actions, even if they use them differently. In other words, people may have different opinions; but the patterns in their expression of these opinions tend to have manifest similarities within national contexts due to the fact that such individuals were socialized within the same cultural context (Chevrier, 2009; d’Iribarne, Henry, Segal, Chevrier, & Globokar, 1998).
This approach to national culture stands in clear contrast to previous interpretive studies inspired by the works of Berger and Luckmann (1967) or Staber (2006) which have defined and investigated culture as a collection of shared meanings. These studies emphasize actors’ role in sensemaking, and consider culture as a fundamentally constructed phenomenon that arises and that is sustained or adjusted through social interaction. Such a constant renegotiation of meanings can only be conducted at an organizational level, and does not allow one to examine what can be sustained on a national scale (Brannen & Salk, 2000; Sackmann & Phillips, 2004; Soderberg & Holden, 2002). In line with this perspective, the aim of translation studies that have quite extensively dealt with hybridization processes is not to highlight the supposedly persistent national cultural references, but rather to analyse how at an organizational level individual actors and social networks continuously reshape and negotiate the implementation of new management practices along with the social meaning accompanying them (Czarniawska & Sevón, 1996).
The aim of the conceptualization of culture as a framework of meaning is to counteract the views that privilege either social determinism or individual agency in understanding cultural processes. This perspective reveals how groups of people that have been socialized within a specific national context select specific references to make sense of past, future or new situations, and how they equally use them to enhance social transformation. In contrast with Ann Swidler (1986), who argues that culture influences action by shaping a repertoire or ‘tool kit’ of habits, skills and styles from which people construct ‘strategies of action’, d’Iribarne’s conceptualization of culture points to the more stable implicit framework of meaning which casts the worldview of members in a given society and shapes the matrix according to which the habits, skills, styles and practices evolve and change. The members of a given society are themselves not aware of the particular representations that shape their worldview, but these representations provide a shared and remarkably stable framework for sensemaking over time. Each culture’s enduring and shared framework of meaning is not at all incompatible with individual differences or with the fact that practices can change considerably over time.
Yet, while d’Iribarne (2009) acknowledges that the ideal representations of a well-ordered society can evolve in the long term, certain ambiguities remain when it comes to delimiting or defining a common framework of meaning and how it might evolve within modern societies (Dupuis, 2004). Moreover, while the cultural references underlying appropriate ways of living and working are widely shared in strongly integrated, older nation-states, this is not necessarily the case for newer nations created following a colonial divide in which the ideal representations of social life as well as the local ways of organizing were heavily distorted by the colonial enterprise (Ahiauzu, 1986; Ali, 1995). Still, as the aim is this paper is not to describe the uniqueness of the Tunisian culture, but rather to identify the stability of specific cultural references that might influence imported US management practices; d’Iribarne’s conceptualization of culture is indeed useful. It brings depth to the debate concerning hybridization processes within the context of the importation of management practices in developing countries by deciphering what represents classic processes of resistance and appropriation inherent in this type of encounter and what is locally specific and stable (d’Iribarne, 2003a).
In order to better explain how the hybridization process is articulated with a more stable framework of meaning, it may be worthwhile to engage in more descriptive research. As such, two research questions drive our study: First, how and to what extent do managers succumb to mimicry of US management practices? Second, to what extent does national cultural context influence the adoption and adjustment of these imported practices?
Methodology
The research context
Tunisia: from French colonization to the revolution of dignity
Tunisia is the northernmost country in Africa: bordering the Mediterranean, it occupies a strategic position with direct links to Europe, the Arab world and sub-Saharan Africa. Tunisia was a French protectorate from 1881 until its independence in 1956, and still has strong political, economic and cultural ties with France. France had a unique model of colonialism. Where other countries, such as Great Britain, attempted to use their influence in their colonies to create profitable and dependent territories behind a façade of autonomy, France established and maintained its power through assimilation. Consequently, both French language and culture were forced upon the indigenous populations of its colonies. French became the official language of Tunisia and the only language taught in schools. In addition, Islam was not forbidden, but it was implicitly positioned as an inferior religion. On an economic level, France’s colonization of Tunisia created a territory that was almost entirely dependent on the French government. Correspondingly, capitalism in Tunisia was not developed to satisfy Tunisian needs, but rather to meet the requirements of the French colonialist project. Tunisia was transformed into a country that exported agricultural and mining products and imported manufactured products from France and Europe. This model of capitalism, which was imposed from outside, has created an economic, political, social and cultural duality between the modern colonial structures, on one hand, and the traditional structures that were altered but never totally replaced, on the other. For instance, this colonial rule maintained the traditional Ottoman state apparatus while simultaneously creating a parallel civil and military organization that is officially under the control of the Ottoman Bey, but that is practically managed by the French authorities. This policy has created a clear divide between the urban and administrative Tunisian elite who collaborated with the French and the rural regions which remained largely conservative and poor (Timoumi, 2011).
President Habib Bourguiba, who had been one of the leaders of the independence movement, proclaimed Tunisia a republic in 1957, ending the nominal rule of the Ottoman Beys. In June 1959, Tunisia adopted a constitution modelled after the French system, which established the basic framework of the highly centralized presidential system. However, Tunisia faced a formidable challenge with the arabization of its administrative and educational system (Achour, 1995). Although Arabic was declared the official language, French was maintained both as a foreign language and as a medium of instruction for mathematics and science, while the humanities and social sciences were arabized in primary and secondary education.
Habib Bourguiba, the ‘enlightened despot’, led Tunisia for three decades. He carried the ‘Tunisian modernist project’, which was developed in the early twentieth century by urban elites influenced by the European Enlightenment philosophy and the French republican model. This project advanced secular ideas, including emancipation for women (women’s rights in Tunisia remain among the most advanced in the Arab world), the abolition of polygamy, and compulsory, free education. While acknowledging Islam and Arabic as key factors in the identity formation of Tunisia, this project put the emphasis on the existence of a ‘Tunisian nation’ whose cultural heritage reflected a mix of significant religious and ethnic origins. By claiming that Tunisia was neither Western nor Oriental, the ambition was to link Tunisia’s political and economic future to the West. Traditions and religion were implicitly identified as reactionary forces and violently rejected by proponents of the authoritarian modernization of society. This trend resulted in a very significant consolidation of the divide between the holders of western values, called ‘francophone elite’, and those claiming the Arabic and Muslim identity (Timoumi, 2011). However, by employing an effective strategic vision of social and economic development, Bourguiba managed to ensure a politically stable system centred on a relatively solid state, while at the same time increasing his authoritarian power. In 1987, Bourguiba was dismissed on grounds of senility, and Zine al-Abidine Ben Ali became president. He continued Bourguiba’s modernization rhetoric and bolstered the authoritarian nature of the regime. Today, although France is officially uninvolved with the government of Tunisia, it is still very influential, and the North African region is very important to France’s trade and economic structure.
International institutions have often described Tunisia’s economic development since the late 1980s as an economic miracle. However, the country’s economic policy during the last five decades has witnessed a number of important changes, ranging from liberalism (1956–60), to socialism (1961–69), to a market economy with high protection (1970–85). Moreover, following a severe balance of payments crisis in 1986, Tunisia adopted a structural adjustment programme under the supervision of the International Monetary Fund (IMF). The liberal policies that were implemented under this framework were strengthened with the signing of the Association Agreement with the European Union in 1995, stipulating the establishment of a free trade area within 12 years (Bechri & Naccache, 2003). According to the UN Development Program (UNDP), Tunisia has achieved an average economic growth rate of nearly 5 percent during the last decade, outpacing other Middle Eastern, North African and lower middle-income countries’ averages. Tunisia has made substantial progress in terms of poverty alleviation, universal primary education and health.
Despite the progress that has been made, the revolution of dignity that started on 17 December 2010 revealed that Tunisia was not entirely a success story by unmasking the country’s structural weaknesses: regional disparities, unemployment among young graduates, and corruption. Tunisia’s growth model suffers from excessive specialization and overdependence on one market – the European Union, mainly France – that has not matched Tunisia’s supply with demand. Tunisia has based its growth strategy on low-skill sectors that depend on cheap labour, such as textiles and clothing manufacture, as well as mass coastal tourism. These sectors do not provide enough job opportunities for highly educated individuals in the labour market (Mouhoud, 2012). Moreover, the recent uprisings point to the limits of the mimicry-based attitude that the Tunisian elites had adopted. These elites, backed by western countries and international institutions, have provided a ‘modernity smokescreen’ by claiming the values of secularism, democracy and equal rights, but has ultimately failed to implement them. They have only succeeded in maintaining their status and privilege by perpetuating clientelism and corruption. This system was relatively weak during the Ben Ali era, a period that saw the circle of elites increase amid economic liberalization. The paradox here is that the slogans of the Tunisian revolution – ‘work’, ‘national dignity’, ‘freedom’ – which were supposed to be part of the modernity project that these elites had claimed to promote, ended up bringing the Islamic movement to power. The historical debate in Tunisia opposing the modernizers with the conservatives is being reborn, making Tunisia a particularly relevant context for studying the challenges of the hybridity from a postcolonial perspective.
Management practices in Tunisia
Describing management practices in Tunisia is problematic due to the scarcity of local production of knowledge regarding management and the lack of connections between business schools and companies. Private companies managed by nationals only emerged after the country’s independence in 1956. The management styles adopted in Tunisia were therefore not built by means of innovation, trial and error, but rather on two organizational models: first, the French colonial administrative system (with a formal hierarchy and impersonal authority based on a set of rules and competencies) which influenced the functioning of public companies; and second, the family-based model inherited from the traditions of handicraft and small shopkeeping (Yagoubi, 2004; Zghal, 1994). This duality, which came as a result of the colonial project, led to a distortion of traditional craftsmanship, the displacement of the traditional work force, and serious managerial problems.
The majority of Tunisian companies are family-owned, making it difficult to differentiate between family and professional relationships. Organizations are understood as systems of relationships in which personal networks and social positioning are essential. Relational logic thus takes precedence over formal task definitions, leading to a general reluctance to establish strict formal rules for dealing with certain problems. When formal rules are put in place, they are deliberately vague and subject to various interpretations, and their definition of individual responsibilities remains ambiguous, ultimately leading to uncompetitive business practices. Ever since the Association Agreement with the European Union in 1995, Tunisian companies have been urged to change their organizational structure in order to be able to compete with foreign companies. More recently, a large number of companies have tended to buy management ‘recipes’ proposed by consultants. In particular, these consultants have established formal universally applicable rules, claiming the method to be the only way to free people from the ‘traditional’ ties and to implement effective management practices. This has perpetuated the disconnection between local ways of organizing and models imported from outside.
In Tunisia, the business education system is built on the French model and is largely public. IHEC (Institut des hautes études commerciales), the first business school in Tunisia, was created in 1942 as a local version of HEC France in order to train local managers. Alongside the economic liberalization and the privatization of higher education, English-speaking schools are emerging as another option that challenges the hegemonic status of the French model. 3 Moreover, the Tunisian government sends students to Europe in order to emulate European methods and to modernize the country according to what is perceived to be technological and scientific progress. In addition to scholarship holders, a large number of Tunisian management students study abroad in France and Canada, and increasingly in the United States. This state of affairs has not only deepened the gap between westernized managerial elites and local ways of working but also has hindered the development of local indigenous management knowledge. In cases when companies have recorded substantial technical and financial successes, the majority of observers only see them as the results of universal methods. Few question the concrete aspects of these singular successes and how they were achieved. Drawing on the case of Poulina, a Tunisian company which implemented US management practices, I will explore the hybridization process that took place between what is considered as universal in the ‘modernization’ of management practices, and what in fact reflects the unique features of the particular context in which they came into being.
Poulina: the largest business group in Tunisia
Poulina is one of the largest private companies in North Africa, ranking among the forty leading African companies, according to the Boston Consulting Group (2010). It reflects the successful transformation of a small, ten-employee company to a group of seventy-five companies employing 15,000 people. Since its creation by a handful of visionary businessmen led by Abdel Waheb Ben Ayed in 1967, the Poulina Group’s operations include agriculture, construction, tourism and many other activities both inside Tunisia and abroad, mainly in Libya, Algeria, France and China. Poulina once had a centralized structure that was controlled by Ben Ayed and his collaborators; however, at the beginning of the 1990s, Poulina’s top managers decided to support the group’s growth by ‘modernizing’ their company though the decentralization of decision-making and the introduction of what they called the ‘American management model’. Two of the top five managers, all trained in the United States, were in charge of this project. They first decided to decentralize the management decision-making process using a matrix-based organizational model. This consisted of dividing the company into operating divisions, each representing a separate business centre in which the top corporate officers would delegate responsibility for day-to-day operations and business unit strategy to division managers. Second, they introduced management by objectives and contractual relationships between managers and workers as well as between organizational units. This contractual logic was Poulina’s main mobilization of the ‘American management model’. Employees who were hired by Poulina were given contracts based on four elements: a job description, which the employees discussed with their boss, work objectives, a reporting system and remuneration based on the reporting system and the objectives achieved.
In 2004, the research department of AFD (the French Development Agency), which funded this study, decided to investigate the case of Poulina. The goal of the study was to understand how and to what extent culture had influenced the modernization process. The passage of Poulina from a centralized company to a holding group with a US management model made the company an ideal setting for studying the challenges involved in hybridization.
Data collection and analysis
To address these issues, I carried out thirty-eight interviews between May and June 2004 at Poulina’s head office and at two of its subsidiaries. I started by interviewing Poulina’s chairman as well as four top managers and six middle managers at the head office; I re-interviewed them at the end of the field study. Sixteen interviews were also conducted at two different subsidiaries. At each subsidiary, I carried out interviews with the head manager, five middle managers and two low-skilled workers. In total, I held thirty-eight one-hour interviews with twenty-seven people. 4
The interviews were semi-structured and used a flexible interview guide which, while tailored to the interviewee and the situation, was typically centred around three main themes: (1) the perceptions of the impact of the imported management practices on the functioning of Poulina; (2) assessment of the strategies adopted in implementing these practices and the difficulties involved; and (3) comments about the conditions that might determine the appropriateness and effectiveness of this transformation. It is worth noting that the cultural dimension was not originally envisaged as a main theme of the interviews, but it was implicit in how the respondents commented on various issues. Due to their different ways of expressing their opinions, the interviews with the workers shed light on the specific issues raised by some managers about the implementation of new practices. The back-and-forth process between the head office and the subsidiaries enabled me to distinguish between ‘the managerial jargon’ and the concrete adaptations that were undertaken on the ground. It is worth noting that, for this type of investigation, the categories that structure the discourse of ‘the outer form’ are just as important as the ‘content’ (d’Iribarne, 2011). Thus, the interviews were recorded and then transcribed. All quotations below are the respondents’ comments, which I have deliberately chosen to be descriptive in presenting the findings. Extracts from their interviews have been selected according to the themes that were prevalent and recurrent in interviewees’ comments. 5
Discourse analysis was used in order understand how the interviewees interpreted the new practices and subsequently implemented them. As my research goal is to explore the interplay between action and cultural shared frames of meanings in the hybridization process, I used an interpretive approach that considers discourse as being constructive of social and organizational reality (Abdallah & Langley, 2013; Heracleous & Hendry, 2000; Langley & Abdallah, 2011). Moreover, I follow Alvesson and Deetz’s (2000) and d’Iribarne’s (2011) suggestions by providing interpretations of the various ways that the interviewees’ accounts might be used for research purposes. I focus here on three interconnected levels of interpretations. First, I consider the surface level of communicative actions, as statements say something about the norms of managerial jargon and the production of effects, such as impressions and identity work. Second, I highlight the implicit cultural references. In doing so, I use statements in order to uncover shared frames of meaning that both constrain and enable actors by providing them with the symbolic resources needed for social interaction and the appropriation of the imported management practices. Third, I consider that action is intimately connected to interpretation. As my interviewees were encouraged to talk about how and what they did in practice, I use their statements to establish their understanding of the concrete transformations brought about by the imported practices. The ‘what’ of their answers enables me to describe their actions and the ‘why’ gave way to the interpretations underpinning these actions (Rouleau & Balogun, 2011). This type of discourse analysis allowed me to move between different lines of interpretation, which confronted an earlier vocabulary with a line of interpretation offering a different perspective, and with a different vocabulary. This enabled me to analyse the interrelated action/interpretation cycles and to offer a more sophisticated view of the hybridization process.
I free-coded the interview data following a three-stage procedure that was associated with the research goals. First, I focused on eliciting the modernization rhetoric and how managers used it in constructing the context in which they implemented the US management model. I was able to observe how managers used managerial jargon to position themselves and to construct their identity in relation to the challenges involved in implementing the imported practices. Second, I identified a specific incident in the data – the implementation of management by objectives – in order to examine the managerial rhetoric in context. I juxtaposed the managers’ accounts with those of the workers and analysed how different actors reacted consciously to the imported practice, how they conceptualized their role in resisting or adopting it, and how they negotiated its implementation. This led me to identify the process of reinterpretation and adjustments of the imported practice. Third, following d’Iribarne (1998), I explored how the local framework of meaning underlay interviewees’ perceptions and strategies. I paid attention to the stories and anecdotes used by the interviewees in order to suggest what constitutes both an ideal boss–worker relationship and good cooperation. This included identifying how metaphors, words, expressions, repetition and emphasis were used to formulate comments and opinions about the various changes brought about by the US management practices. The process was used for each interview, and was then extended on a much larger scale. The overlapping stories and expressions provided clues as to how the imported practices took on meaning in the Tunisian context.
In this way, the aim was not to discover whether the interviewees had positive or negative opinions of what they were talking about, or even whether or not they were telling the truth. The goal was to assess the common criteria that my interviewees used to express their opinions, regardless of differences in opinion or points of view. When mentioning a particular reaction to the new management practices, all the interviewees implicitly described similar ideal ways for organizing and working, which prevails in the Tunisian context. Finally, the analysis presented in this article does not aim to exhaustively establish every reference point involved in determining the Tunisian context of meaning, or to give a detailed description of Poulina management practices. Instead, it aims to show the way in which certain particular elements of cultural representations can influence the implementation of US management practices in a Tunisian context. The constant interplay between the negotiation processes shaping the hybridization process and the implicit cultural references underlying it constitutes the basic articulation of this analysis.
Findings
In this section, I highlight the ambivalence of the accounts produced by Poulina’s managers in order to explain how they modernized their company through the implementation of a US management model. First, I demonstrate the ambivalent nature of managers’ identity construction through the contextualization of the colonial experience of Tunisia. Second, I use the example of management by objectives (‘mise à mille’) to illustrate the power relationships between managers and workers that led to the negotiation and reinterpretation of US practices. I show that while the hybridization process might be the outcome of power dynamics and identity construction, it had meaning because it echoed local expectations of what a good boss–worker relationship should be. Finally, I use the example of the ‘code of honour’ as a shared frame of meaning that implicitly influenced the adoption as well as the adjustment of the US management model to the Tunisian context.
When Poulina’s managers embrace ‘modernity’
Interviewees were unanimous in pointing out that the successful implementation of modern management methods was the key reason for Poulina’s success. The question is: What do Poulina’s managers mean by modern? To what extent has their identification with ‘modernity’ influenced their identity formation?
Their accounts reveal that this modernity is made up of two aspects: universal values and the acquisition of management techniques. Interviewees evoked the concepts of ‘transparency’, ‘accountability’, ‘rigour’ and ‘meritocracy’ in explaining Poulina’s modernization process. Top managers reported that the ‘American’ model largely inspired the quest to implement such values. A top manager (4) commented: We [top management] are adopting the American management system that allows each employee to be responsible for his work and to see his objectives … People are judged on the basis of their achievements. If they cannot fulfil their objectives, they are held responsible.#
A head manager (1) pointed out: The most important asset of Poulina is the rigour in management secured by well-defined procedures … We make the rules, we follow the rules and we take measures against people that do not respect the rules.#
Interviewees stated that management tools (such as management by objectives) and programs (such as HR access) were critical in concretizing the sought-after modernity. A head manager (2) explained: We wanted to make the organization more rational and modern, so we introduced modern tools everywhere. What we aim at is to achieve equity and equality by establishing a meritocracy based system. Now we have transparent and clear procedures everywhere.#
A middle manager (3) added: We will be able, with this tool HR Access, to face all the challenges of managing human resources across the whole group. We will be able to do things more efficiently and in a more modern way.#
Moreover, the introduction of the US management model – considered modern and objective by our interviewees – was depicted as an effective way to mitigate confusing or arbitrary situations that tend to prevail in other Tunisian companies. Indeed, interviewees viewed Poulina’s explicit formalized procedures and the rules particular to the US management model as a means of alleviating the ‘dysfunction’ found in the family-based model. ‘Dysfunction’ refers to how personal relationships interfere with work, which gives way to a great deal of confusion and ambiguity when managing work relationships. Interviewees spoke of these procedures as ‘solutions’ to identified ‘dysfunctions’. A middle manager (9) highlighted the issue: ‘Poulina’s strong point is to have neutralized the dysfunctions of a family-based model that prevails in Tunisian companies.’ Poulina’s managers’ main concern was getting rid of ‘the paternalist management model’ prevalent in Tunisia, in which the boss is a company’s sole decision-maker. Poulina also prohibited the recruitment of shareholders’ ‘close relatives’ as a means of managing family co-optation, relying instead on competence as its main criterion. A top manager (2) explained: We have neutralized the dysfunctions of a family-based system. What I appreciate at Poulina is the way the management encourages the added value and the promotion of its workers. Transparency is important, there is no clan, no more baronies and everybody does their job. The most important thing is to achieve the annual objectives, everything is organized.*
According to Poulina’s managers, workers welcomed the explicit, formalized and standardized processes of the ‘American’ management model because they perceived them as safeguards against managerial favouritism and corruption. As a middle manager (11) commented: The watchwords here are rigour and discipline. Here we manage figures, not feelings. The system is strong because people prefer to work here rather than in a family structure where the CEO’s son goes around with the checkbook and interferes with all the decisions. At Poulina, we don’t have a patriarchal system.
From a postcolonial perspective, one could argue that these narratives are a perfect illustration of the spread of the colonizing ideology of managerialism founded on western (American) rationality and scientism being imposed on local knowledge systems and practices. Poulina’s managers seemed to have internalized the superiority of US practices that promote individuality and meritocracy over the local Tunisian methods of organizing and working (Chio, 2004; Dar, 2008; Gantman & Parker, 2006). The fascination that Poulina’s managers expressed about the US management model exemplifies the process of whitewashing (to use Fanon’s expression). Trained in a western education system, such individuals copy everything from the dominant ideology and adopt a discourse of mimicry that dictates all interpretations and representations of organizing and managing (Bhabha, 1984; Dabashi, 2011; Lazarus, 2004; Memmi, 1957). Their attempts to dismantle existing traditional working relations based on blood or friendship and to replace them with new ways of organizing based on individual performance liken them to the definition of ‘compradors’ (literally, ‘buyers’) used by Gantman and Parker (2006), which denotes a native of a country who acts as an agent of the colonizer. This was exemplified by the chairman’s quote: ‘I have simple ideas, I am pragmatic, but I have also an ambition: I want to prove that we can do as well as Europeans.’
Yet, I advocate that other quotes offer a different interpretation that extends this analysis beyond the simple process of internalizing the hegemonic dominant view. Many accounts suggest that the reference to the US management model helped the Tunisian managers to distance themselves from the domination of the French model. As a top manager (3) explained: ‘Everybody knows that the American system is the best. We wanted to be the best and to free ourselves from our dependence on the French model.’ The reference to the ‘American’ management system serves as a means of emancipation rather than of simple subjugation. On the same topic, a middle manager (12) commented: I did my studies in the 90s in a business school in United States, I got access to many interesting articles and books, I learnt how to master tools such as board management intelligence or management by objectives; at that time these tools didn’t even exist in France. I can say proudly that Poulina surpasses French companies – we are at the same level as American companies. #
Taking into account the history of French colonialism in Tunisia, Albert Memmi suggests that when assimilation fails ‘the day has come when it is the colonized who must refuse the colonizer’ (Memmi, 1957, p. 180). This led us to conclude that, through the process of importing the US management (often qualified as modern and universal), Tunisian managers relocate their identity by freeing themselves from the domination of the French system. The internalization of the US discourse is compounded with an emancipation narrative which creates a hybrid version, simultaneously indicating the effect of the (American) dominating force and resistance to French domination (Bhabha, 1994). By openly revealing their appropriation of the US management model and its emancipative potential, Tunisian managers engage with a new identity without taking on a subaltern position. As an illustration of this, a middle manager (15), while acknowledging the hybridity of his knowledge and practices by indicating the persistence of the French influence, explains what he appreciates most in the ‘American’ system: I think the French influence is still there, it is really anchored in our way of privileging the global picture rather than focusing on the details or in the importance attached to the hierarchical status. What I appreciate most in the American system is its sophisticated control system, they control everything so that you can trace the problems – that is the main difference.*
Therefore, while US hegemony is often portrayed as a total and absolute phenomenon, the contextualization of the Tunisian colonial experience allows us to better understand the ambivalent nature of mimicry in managers’ identity construction. The mimicry of the US management model does not preclude the possibility of opening up a space for Tunisian managers that could entertain difference, and disrupt the asymmetrical authority with the French model. In addition, the identity formation was intimately linked to Tunisian managers’s hybrid knowledge, who themselves navigate between local knowledge management, be it Tunisian and/or French, and the imported management knowledge in presenting their identity.
Moreover, it is easy to infer that, if the Poulina managers had succeeded in setting up an effective management system, it was because they had moved away from prevalent traditional Tunisian practices by applying US management formulas. This would confirm the assumption that the only condition required for modernizing management in developing countries is to replace the local ways of organizing with the so-called ‘best practices’, which are seen as ‘universal wisdom’. However, this assumption does not hold if one considers the interviewees’ comments, which recount the difficulties faced in introducing the new practices and how managers motivated people to accept them. In what follows, I will use the example of mise à mille (MAM) to explore the hybridization process of imported practices inherent in the resistance and negotiation processes at work.
Management by objectives in the face of what a good performance appraisal should be
The dominant influence of US managerial thinking can be found is the notion of management by objectives, whereby individuals are rewarded according to their individual contributions, and if they fail to perform are prepared to move on (Schneider & Jean-Louis Barsoux, 2003). As mentioned above, management by objectives was Poulina’s main borrowing from the US management model. The underlying assumption was that bosses and subordinates would be expected to engage in a two-way dialogue in order to agree on what had to be done, by what date, and how. This assumed that power differences were not an issue, and that employees had the right to make input in order to determine their goals. The top managers at Poulina who embraced these ideas used these assumptions to emphasize the relevance of adopting a management by objectives system known as mise à mille (MAM). 6 Mise à mille is an evaluation system based on a scale of 1,000, which determines the variable part of one’s salary. However, several comments revealed that MAM was not implemented spontaneously. The resistance expressed by many workers to the idea of establishing individual objectives forced top management to adapt the MAM to local expectations. While I acknowledge the universal dimension of resistance to individual assessment that could be found elsewhere outside Tunisia, I focus here on how local expectations of what a good performance appraisal system should be interfered with the process by which the MAM was implemented.
Those who welcomed the new tool explained that they had adopted it because it ‘made them feel secure’ by ensuring an objective evaluation of their performance and thus mitigating the risk of an arbitrary hierarchical evaluation. Under the old system, many workers were convinced that they worked harder than their colleagues without getting anything in return for their extra efforts and competence. The top management was often held responsible for the unfairness of the wage system. As a worker (1) explained: MAM can never be exhaustive but it makes the person who uses it feel secure; this makes communication much more objective, it is not like before when you constantly heard: ‘I feel that my boss is not happy with my work!’*
A middle manager (8) commented: Nobody wanted to be evaluated, this was a very sensitive topic, people felt highly questioned when the topic of evaluation was brought up, people didn’t accept to be evaluated because it was subjective … Now, with MAM, I was surprised, there are people who are glad to be assessed because they know on what basis they are being assessed … If you give them elements that they accept, they are willing to play the game.*
From this perspective, MAM helped to clarify responsibilities and made it possible to evaluate people using well-established criteria. As a middle manager (12) commented: Generally speaking in Tunisia, people systematically seek excuses to get rid of their responsibility, when there is a problem it might be the fault of the market or the rate of exchange but never their own responsibility. MAM helps people to be committed because they sign a paper, otherwise they wouldn’t respect their obligations.*
Once again, these quotes seem to confirm that the modernization process, which introduces formal rules and clarifies responsibilities, is the only way to break away from the supposedly ineffective ‘traditional’ local practices. Yet, other workers showed resistance towards this system by emphasizing its penalizing aspects. MAM was perceived as a tool to penalize those who fail to reach their objectives rather than being an incentive-based system. As a middle manager (2) pointed out: The aim of la mise à mille is to set up objective criteria for evaluation, but some workers don’t see the incentive side of this tool, this system is paradoxically blocking team work, the workers tend to reject any kind of individual responsibility because they are afraid that their mise à mille will decline or their bonus decrease … Instead of motivating them, I find myself penalizing them, I have more deadlines to manage and I become unpleasant with them.#
A worker (4) commented: ‘Some call it mise à pied [punitive layoff/suspension] rather than mise à mille.’ Another worker (2) mentioned: ‘MAM is a clever way to block our salaries if we don’t achieve the objectives; it is a way of exploiting us.’
The resistance of some workers to this performance appraisal system led the Poulina’s mangers to renegotiate the MAM. The implementation of mise à mille went through a trial-and-error period, during which workers and managers reconstructed the transferred practices according to local expectations. As a top manager (3) commented: In our work, we are faced with many unanticipated questions; some workers used the MAM system to simply refuse to do anything that was not written into their contract. We then realized that the philosophy of management by objectives had not been understood and we realized that we needed to reflect on how to adapt it to the local context.#
Similarly, a middle manager (13) explained: The implementation of MAM takes time, we went through a period where we asked ourselves many questions: How should we set up the objectives? Should we start with the workers and then go up in the hierarchy? Or should we start at the top and then go down? We started with the workers; it didn’t work out, so we adjusted the process by setting up objectives for the managers. We set up objectives for the heads of the subsidiaries, they were the first to be assessed, their objectives were very clear and then broken down into different objectives for different hierarchical levels.*
Thus, instead of establishing individual objectives, Poulina’s management established team objectives. The bosses’ MAMs were the sum of their employees’ MAMs, thus guaranteeing team cohesion and implicitly maintaining the bosses’ responsibility. As a middle manager (5) pointed out: My performance appraisal is the sum of the performance appraisals of all my collaborators. It is not individualized. Everyone knows their responsibilities and the tasks they have to execute but there is a collective solidarity thanks to collective objectives that reinforce the team spirit.*
The new adapted performance appraisal system places emphasis on the process that is used to achieve the result, rather than on the outputs. As a middle manager (6) explained: It was vital for us to change our way of looking at the MAM. We privileged the process that allowed us to achieve the results, a process based on teamwork where individual objectives are linked to collective ones. We also allowed for flexibility by offering the possibility of renegotiating the objectives between bosses and subordinates.*
A worker (2) commented: ‘MAM is useful in maximizing the person’s output. I am not focused on achieving objectives. MAM is a way to orientate or to correct people.’*
Obviously, Poulina’s managers were not simply incorporating practices and procedures defined by prevailing concepts of US management model. As the interviews indicate, the translation of MAM at Poulina reveals the power relations between managers and workers. The differences between the ideal of an US management model and the negotiation of MAM confirm the power dynamic inherent in the hybridization process as exposed by the postcolonial perspective (Prasad, 2003). More than a selective adaptation of MAM to fit the local context (Kostova & Roth, 2002), the new organizational practice can be understood as a product of resistance and enforcement. Yet, it is worth noting that management by objectives is not implemented in its original form in the US either. Robert Jackall (1988) demonstrates that this system is political and thus prone to resistance, even in the US. He points out that in the US, individual commitments made by subordinates are collated and locked into the commitments made by their immediate superiors, and that this process of interlocking goal commitments continues all the way up to the divisional president’s commitments to the CEO. However, one question remains: If there is anything specific about the Tunisian context, how can one capture it? The following quotes add a layer to the analysis suggesting that local meanings may have influenced the negotiations over the adaptation of the imported practices by providing criteria for assessing what a good performance appraisal should be.
The interviewees interpreted MAM in terms of the rewards attached to the duties vis-a-vis the boss, demonstrating the persistence of a paternalistic leadership style. As a worker (1) explained: ‘MAM means that if you have accomplished your duties, that the boss will be happy with you and will increase your wage.’ Similarly, certain workers’ references to Islamic concepts showed that the new appraisal system was reinterpreted according to local and specific frames of meaning. A worker (3) drew on the concept of ‘Ijtihad’, which means the interpretation of the Islamic law (sharia) through one’s personal effort rather than through following the decisions made by a religious expert: ‘What does MAM mean for me? It means I have a fixed salary and also bonuses. What is needed is Ijtihad to achieve a result.’* Another worker (4) used the metaphor of the prayer to make sense of MAM: ‘MAM is like the five prayers, the prayers are here to remind us of our duties, we make an effort to accomplish our duties and then we receive a judgment: a penalty or a bonus.’*
One might argue that, the local cultural symbols that accompanied these adaptations are manifestations of a socio-political dynamic by which the most powerful actors respond to the resistance of workers by intentionally manipulating the prevalent cultural references in order to legitimize the enactment of the imported practices (Ozen & Berkman, 2007; Saka, 2004). Yet, a closer examination of the interviews shows that what is a stake is much more than a simple ideological device being used to make sense of the enactment of the imported practice. Instead, these local meanings provide a shared ideal of a good working relationship against which the new, imported practice is assessed and hybridized. Similarly, in what follows, I will focus on how the ‘code of honour’ has influenced the hybridization process of the imported US practices.
A system that preserves honour
One of the most striking aspects when conducting my interviews was that, even though I asked the questions in a Tunisian dialect, the top managers used English and/or French when they described Poulina’s management system, reflecting their training in France or in the United States. This is consistent with Jackall’s (1988) findings that suggest that corporate management uses sophisticated managerial vocabulary to gain legitimacy. Yet, the interviewees automatically switched to the native Tunisian dialect when asked to comment on the implementation process of the US management practices, using their own language to describe their own experiences in different terms, a far cry from the classic managerial jargon. These switches implied the mobilization of local references and local metaphors in giving meaning to the imported practices (Yousfi, 2011). In this, interviewees’ native dialect can be seen as a vehicle for the continued transmission of culture: it ensures the continuity of national thought, but also maintains and reinforces cultural identity. As such, interviewees’ use of their native dialect altered the western managerialist discourse and ensured the reconnection with the local ideal of a good working relationship. Following Bloom (1996) and Ricoeur (1978), I paid particular attention to metaphors, viewing them as a bridge between the material and the ideal and/or the conceptual, finding that they recreated reality by adding a sense of materiality to abstract concepts. The expressions, metaphors and repetitions that I detected in the interviews revealed managers’ and workers’ primary concern, which was how to solve the dilemma of working for others (considered as alienating and often compared to slavery) while maintaining a feeling of dignity. Interviewees manifested this concern in their redefinition and reinterpretation of the imported US contract-based model through their recurrent references to the ‘code of honour’. As mentioned in the Poulina Group’s official ‘vision’, modernity goes hand-in-hand with honour: The Poulina Group Holding is a group of men and women who are working together to accomplish a common ambition: the building of a modern company that gives honour to our country and that is on par in terms of quality management and efficiency with the companies of even the most developed countries.#
This ‘code of honour’ has been seen as the quintessential moral code of the Mediterranean and is a defining feature of the region (Pitt-Rivers, 1997). The Arab word sharaf (honour) comes from a root verb signifying ‘highness’, both in terms of physical position and social status. It determines people’s trustworthiness and therefore their status as good and reliable patrons or clients. All good achievements, be they the result of personal accomplishments or the arduous efforts of other members of the kin-group to which a man belongs, constitute his sharaf, or at least contribute to it. Thus, honour is not simply related to the social standing of individuals, but also to the standing of the social groups to which they belong (Khaldûn, 1377). Interviewees often referred to Poulina’s management system as a system that preserves ‘the honour’ of those that adhere to it: ‘Everyone is responsible and aziz (honourable),’ a middle manager (10) commented. Moreover, the system’s formality allows for equal treatment for everyone: ‘Everyone is subject to the same rules.’ Consequently, employees preserve their ‘honour’ and are still shielded from their boss’s arbitrary use of power. At the same time, they cannot do whatever they want due to the fact that procedures define what they can and cannot do. The word aziz, which literally means honourable and dignified, perfectly illustrates this morale. To be aziz implies being independent, free and respectful with reference to the fundamental principle of equality. An illustration of this came from Poulina’s chairman, who exemplified the link between equality and dignity through the analogy between compliance with the procedures and the relationships between God and Muslims: Procedures help people preserve their honour. On one hand, they are committed, responsible; they do not have a boss looking over their shoulder dictating what they must do. On the other hand, they can lose face if they do not achieve written objectives … If somebody says ‘No, I do not agree with something,’ we tell him ‘OK, go ahead, suggest something else.’ If he doesn’t succeed in proving he is right, he will end up submitting himself to the rule … The procedures make the relationship between superiors and their subordinates impersonal; you do not have anybody looking over your shoulder telling you what you should do … Muslims do not have an intermediary with God, there is no hierarchy, and they are not at ease with a boss who is on top of them, controlling them. With a procedure, they can self-check everything, and so they preserve their honour.*
The important distinction underlying the interviewees’ accounts lies between the work of slaves and the work of free men or men of honour. As Zghal (1994) pointed out, dignity is highly valued in Tunisian culture; it plays a role of defiance against the social hierarchy, and it shields against exploitation. Different metaphors were used to symbolically overcome the otherwise humiliating subordinate role. They also help to ease and smooth the workers’ submission to impersonal, cold rules. By using the metaphor of the craftsman, workers underlined that they adhered to strict rules, but in independent ways that preserve their dignity. A middle manager (5) explained this balance as follows: Working for others is considered as degrading in Tunisia [slavery is the metaphor most often used to describe a subordinate’s situation]. As soon as someone starts to succeed in his work, his circle of family and friends pushes him to work for himself. The term zoufri, from the French word ouvrier (worker) means ‘thug’ in Tunisian dialect … That’s why I think the craftsman is happier than the worker. The procedures help people preserve their honour: they are working autonomously, like craftsmen; they are committed, responsible, they do not have a ‘boss’ who controls them and who dictates to them what they have to do. At the same time, they can lose their ‘honour’ if they do not achieve their written objectives.*
Poulina’s chairman further elaborated this theme: We are inspired by the model of a craftsman working for himself. SNA [a Poulina subsidiary] had 62 employees; today they have 50. The other employees became associates or subcontractors. The craftsman is happier than the worker because he has the feeling he is working for himself and not for an anonymous shareholder. For instance, we give our drivers ownership of their vehicles so they can feel free, and then they do a better job for us. They repay the debt on the vehicle whenever they can. Thus, they manage the vehicles as good fathers and they do their best to deserve our trust. The same things applies to our shops under the Poulina brand; we give ownership of the shop to the manager and so on and so forth.*
It is this ideal of a craftsman’s autonomy – more than the actual reproduction of an old artisan model – that gives meaning to the system of relationships between subsidiaries and the head office, as well as to those between superiors and subordinates. This model expresses the autonomy required to escape ‘servile’ docility to a boss or to an anonymous ruler. It provides workers with the autonomy required to develop their capacities and to set up their own businesses, while at the same time guaranteeing reliable relationships with managers who become subcontractors. As a worker (4) put it: With a contract, I don’t see myself as a worker, I am almost a boss with all the rights accompanying this status, I am free to do whatever I want and I am only constrained by my capacities.*
Similarly, it is instructive to read the definition of a contract in Poulina’s internal documents: The contract between Poulina and its employees is more than a simple legal contract that governs the work relationship, it is a contract of honour. The worker prides himself by achieving the objectives and fulfilling the mission of his job.*
The second metaphor used to overcome the subordination status is that of the family. Paternalism or brotherhood eclipses servitude, and the boss–worker relationship is defined in terms of ‘father–son’ rather than slave–master. As a middle manager (16) explained: I try to be a brother for my collaborators, the atmosphere is very important, the way we speak to people is very important, people are very sensitive and we have to cope with this sensitiveness. It is very important to accompany them and to educate them.
Other responses repeatedly mentioned the positive image of the head office as a ‘caring father’ that helps his companies and supports them when they perform well. A middle manager (1) explained: The role of the head office is to push the subsidiary companies to do their best, to advise them, but the last word is their word: if they perform well, we tell them sahiit (well done), if not we will ask them to be ‘careful’.*
The boss was also portrayed in a more negative way as an ‘authoritarian’ father, which paradoxically lent him an increased level of legitimacy. As top manager (2) put it: If we notice one of our companies deviating from the plan, we put verbal pressure on the director for one year, then we put the director under supervision, like a child is under supervision: he will only ‘sign papers’ (just execute tasks) until he adjusts his behaviour, and if not, he will step down.*
The paternalism evoked by the interviewees is a form of supervision that allows workers to symbolically overcome an otherwise humiliating subordinate role. It also allows for a charismatic style of leadership, which is preferred in cases where authority must be exerted. The stress on the image of the ‘good father’ and the family metaphor enabled workers to manage the formal constraints of imported practices while at the same time maintaining their dignity. As mentioned above, this metaphor was also the backdrop against which workers resisted the establishment of individual objectives and negotiated the MAM adjustment.
To sum up, the ‘code of honour’ altered the US managerialist discourse, which itself imposes a vocabulary, style and language of its own. The code of honour also largely influenced interviewees’ reinterpretation of the imported practices as well as the local hybridization of these practices. The same managers who consciously adopted the modernization rhetoric in constructing their identity and in explaining the relevance of adopting the new US management model spontaneously referred to local shared frames of meanings in order to describe the process by which they managed to transform Poulina’s practices. The underlying assumption here is that Poulina’s workers were willing to adhere to the new management practices only because they felt that they were being treated in accordance with their ideal of a work relationship that respected their honour, a fact that was illustrated by the metaphors seen in their accounts.
One might argue that the notion of honour exists in virtually all cultures; however, when compared to other (both past and present) Mediterranean societies, honour still plays a dominant role (Pitt-Rivers, 1997). The specificity of the code of honour in Tunisia manifests itself in a particular constellation of references (such as Islam) and metaphors (such as the family or craftsman), giving actors locally rooted criteria with which they assess whether or not the boss–worker relationship is respectful of their dignity. Moreover, the reference to dignity is not only prevalent outside Poulina, it has also remained stable throughout history (Khaldûn, 1377), allowing us to distinguish the national context from the organizational one (Zghal, 1994). For example, one can find traces of this shared frame of meaning in popular proverbs (Khmiri, 1967) such as: ‘An olive tree is wealth, working for other men is self-abasement’ or ‘Only misery pushes a free man to work for another man’ as well as in the Tunisian literature or in the political slogan ‘dignity before bread’, which has been chanted by Tunisian workers during various social movements.
This said, however, it is also easy to argue that the ‘code of honour’ may be the result of compromises with national culture made by top managers in legitimizing the implementation of the US management model (Ozen & Berkman, 2007). As we cannot concretely assess whether or not and to what extent the workers were manipulated, the importance of this kind of shared frame of meaning lies in its symbolic value. It shows that for imported management practices to be accepted they must appeal (at least symbolically) to local meanings of what a good relationship between bosses and subordinates should be. More than a simple outcome of a socio-political dynamic involving managers and workers, or a cultural device used to legitimize the imported practice, the code of honour was the local shared frame of meaning that enabled the different actors to reconstruct their identities, the local strategies of resistance and the new ways of working that would correspond to their ideal of the boss–worker relationship.
Discussion and Concluding Remarks
The case of Poulina examines the extent to which local managers resisted mimicking US management. It strengthens a claim that has been formulated in recent years in postcolonial literature, which holds that when the imposition of western management practices in developing countries is combined with an indigenous one, a hybrid version is created, simultaneously indicating the effect of the dominating force and resistance to it (Frenkel, 2008; Nkomo, 2011). Furthermore, this study emphasizes an aspect that has not been sufficiently discussed in the literature: the importance of adopting a contextualized approach to hybridization processes in developing countries that takes into account how former colonial experiences as well as local cultural context can interfere with the importation of US management practices. Additionally, the Poulina example provides useful insights regarding the ambivalent nature of the hybridization process of management practices in developing countries by identifying the different layers and forms through which it manifests itself. Here, the hybridization process involves a dynamic interplay between three aspects: identity construction, local power relationships and the local framework of meaning.
First, the findings uncover the ambivalent nature of management identity construction. They show that the modernization framework was so powerful that it was taken for granted by Tunisian managers trained in western traditions (Gantman & Parker, 2006; Murphy, 2008). These managers seemed convinced by the primacy of the US management model and stressed how they used it to overcome the dysfunctional family-based organizational system. Yet, these same managers tended to see the ‘American model’ as providing material and cultural independence from not only a conservative family-based model but also from the domination of the French colonial one. While there may be truth in analyses that portray elites from developing countries as mere victims of a servile submission to imperialist practices, the Poulina case suggests that it is necessary to move beyond this unidimensional framework. This study reveals the ambivalent dimension of this visible submission and also highlights that the elites’ internalization of such representations can signify both an acceptance and the challenging of these representations, which together constitute hybrid forms of identity presentation (Islam, 2012). By openly revealing their appropriation of the US management model and its emancipative potential, Tunisian managers engage with the adoption process without taking on a subaltern position. This analysis encourages us to move beyond binary conceptualizations that consider elites’ identity construction in developing countries in terms of either an acceptance or a rejection of modernity. It also questions the limits of casting the diffusion of US ideology as a unique and absolute hegemonic phenomenon by highlighting the importance of the local colonial experience as well as local knowledge management in managers’ identity construction.
Second, once the managers interviewed moved away from the abstract level and described the process by which they implement the supposedly universal US recipes, there was a remarkable dissonance between US managerialist discourse (which imposes a language on identity construction) and what they experienced with workers outside this discourse. While the transformation of the imported practices seemed to be the output of classic power dynamics between managers and workers, certain accounts revealed that adjustments and reinterpretations were made in order to meet local expectations of an ideal boss–worker relationship (d’Iribarne, 2003b). The example of mise à mille is particularly enlightening: the resistance that workers expressed and their reinterpretations of MAM forced managers to adapt the imported practice in a way that echoed the local shared conception of what an acceptable performance appraisal system should be. More than a simple blending of ‘new’ practices with existing ones, this emergent appraisal performance system was the outcome of a process driven by power dynamics through which workers and managers implicitly negotiated the implementation of the imported practices as well as their interpretations against the local cultural background of what a good boss–worker relationship should be.
Third, the interviewees’ persistent references to the ‘code of honour’ alters the western managerialist discourse and invites us to reconsider hybridity as being separate from the hegemonic conceptualization found in translation and postcolonial studies, which considers culture as an ideological device that actors strategically exploit in order to resist, legitimize their positions and/or to promote an imported practice to the public (Frenkel, 2005; Frenkel & Shenhav, 2003; Ozen & Berkman, 2007; Saka, 2004). The value of this code of honour (as it is framed in the Tunisian context) was mainly its capacity to create a distinction between what was or was not legitimate, which largely influenced the implementation of the US management model. Far from imposing a direction on each individual, the code of honour implicitly influenced the particular transformation that Poulina’s managers and workers negotiated as they defended both their strategies and their convictions. This was not a case of a pure adoption of a US management model or a legitimating process independent from the meanings attached to the stakes involved in the transformation process. Rather, it was as if the importation of the US management model served as a medium that implicitly revealed the local expectations of a good boss–worker relationship (critical to the hybridization process) by creating an environment in which workers and managers were able to confront one another. Thus, Poulina’s importation of a US management model had unintended and unwanted consequences including the ultimate and paradoxical reconnection (at least symbolically) with local expectations of what a good boss–worker relationship should be.
In sum, when we understand culture as shared framework of meaning, the tendency to assign it immutable, inert or mechanical effects is eliminated. In the case of Poulina, the cultural continuity manifested in the use of the code of honour did not prevent the emergence of new practices at Poulina from being different from the old prevailing ones. Rather than a compromise or negotiation between the two cultures, this hybridization process reflected the fact that the cultural framework of meaning within the transformation took on signification, and is much more stable than the changes themselves. As such, the hybridization process should be examined not only against the background of power dynamics dictated by the colonial encounter but also against the new space it could open to reinvent alternative ways of organizing that are coherent with the local socio-cultural context. Whether the actors succumb to or resist the mimicry of western management practices, the way that they react to the imported practices and legitimize their resistance strategies is implicitly embedded in the cultural context that provides meaning to their actions, a context that varies from country to country (d’Iribarne, 2003b).
This kind of study rehabilitates the importance of the historical and cultural contexts from which hybridity emerges and makes it possible to identify the elements that change as well as those that persist when western management practices are imported into developing countries. Here, hybridity is best understood as the interweaving of two processes – practices transformation and cultural continuity – both of which hold a symbolic and structural reality in which dialectical and complex linkages between identity construction, local power dynamics and the specific cultural framework of meaning shape the implementation of the imported practices. In this way, this article contributes to the field of management and organization, as it opens new spaces and possibilities for deepening the debate around hybridity and the importation of management practices into developing countries. Such a contribution will allow us to move beyond the authentic/colonial dilemma when representing the challenges in hybridization by accounting for the interplay between the conscious intersubjective process of reinterpretation and adjustments of the imported practices, and the more stable locally shared frameworks of meaning.
This approach does not lead to complete relativism but, rather, enables us to place the lessons from certain valuable cultural and postcolonial theories into a more grounded, contextualized sociological framework. It also creates specific relationships between cultural continuity and hybridization in which exogenous practices and principles are incorporated and intertwined with pre-existing, durable conceptions of what a well-ordered society should be. This aspect of hybridization is poorly understood and highlights the need to develop an innovative postcolonial management discourse that is underpinned by solid comparative methods and not by simple analogies. The proposals and implications of this study could be further elaborated through comparative studies of the modernization processes within the same country or between multiple countries to explore how, why and to what extent the so-called ‘US management model’ is seen as desirable, as well as the broader social and political impact of this discourse on work identity and the transformation of management practices in developing countries.
Footnotes
Acknowledgements
An earlier version of this article was presented at the 28th EGOS colloquium, 2–7 July 2012. I would like to thank Philippe d’Iribarne, Jean Pierre Segal, Jean François Chanlat, Chahrazad Abdallah, Laurence Romani and the anonymous reviewers for their insightful comments on earlier drafts.
Funding
This research was supported by a grant from the French Development Agency.
