Abstract
A successful indirect method to calculate the importance of the attributes in services is that of correlation between the performance of attributes and the overall satisfaction such as they are perceived by customers. Often, in practice, the input data must be considered as fuzzy numbers, therefore it is completely justified our aim in the present paper, to give an indirect method of calculation of the importance of attributes in the fuzzy case, based on the correlation coefficient. The main benefits are related especially with the importance-performance analysis and multicriteria decision making methods. The effective computation is based on the Zadeh’s extension principle. The expected value, as a very simple and with suitable properties characteristic associated to a fuzzy number, is used for defuzzification and an immediate interpretation of the results. A practical method, algorithms and illustrative examples are given. The results of a survey with respect to the quality of hotel services in Oradea (Romania) are processed in accordance with our method.
Introduction
Fuzzy numbers or generalizations of fuzzy numbers are successful used for solving real life problems (see, e.g., [2, 54]). Due to the subjectivity and fuzziness of human perceptions, fuzzy numbers are considered more suitable than crisp numbers to represent the customer’s opinions related with the performance and importance of service attributes (see, e.g., [16, 53]).
The determination of the importance of attributes is an essential step in importance-performance analysis and multicriteria decision making methods. A multicriteria decision making method is a procedure for evaluating/ranking some alternatives, under a number of attributes, by a committee of decision-makers, a set of customers, visitors, etc. (see, e.g., [7, 53]). Importance-performance analysis is a simple and effective technique which can assist practitioners in identifying improvement priorities and direct quality-based marketing strategies (see, e.g., [1, 33]). The measurement of the importance of attributes can be obtained by direct or indirect methods. Even if the direct methods (by surveys or conjoint analysis) are still widely used, they have some disadvantages: they become unfeasible when more than few attributes are implied, the scores have a very small inter-itemic variation - with scores uniformly high, they increase the dimension of the survey or are influenced by the punctual performance of the products or services, etc. (see, e.g., [1, 20]). Over the past few decades, many authors consider that the importance of attributes can be inferred through mathematical methods (see [32]). The most appropriate method to obtain derived importance of attributes is still subject to continuous debates (see [28]).
The calculation of the importance of attributes as the correlation coefficient between performance of attributes and the overall customer satisfaction is between the most popular (see [22, 41–43]). The method is shortly described in Section 3. The correlation coefficient of fuzzy numbers as a fuzzy number was introduced in [40]. In the present paper we benefit from this contribution and we propose an indirect method for computing the fuzzy importance of attributes following the idea in the crisp case (Section 4). The effective calculation is based on the Zadeh’s extension principle, recalled in Section 2. The numerical results are obtained by working on different α-cuts, taking into account that an analytical solution is difficult to be given. Even so, the amount of calculation is not very short, so that the practical method described in Section 5 is preferable when the number of customers and/or attributes is large. The practical method has another important advantage: furnish us trapezoidal fuzzy numbers which can be easily compared, interpreted and handled in subsequent processing of data. For an easy implementation of the proposed method two algorithms are given in Section 6. They also make possible an immediate interpretation of the results, based on the expected value. In addition to the examples given in the previous sections, in Section 7 a complete application of our method is presented. It is based on a survey regarding the quality of hotel services, applied to four 4-stars hotels from Oradea, Romania.
Fuzzy numbers and linguistic variables
We begin by recalling some basic notions and notations used in this paper, especially related with fuzzy numbers.
The fuzzy numbers generalize the real numbers. They are fuzzy subsets of the real line with some additional properties.
A is normal (i. e. there exists such that A (x0) = 1); A is fuzzy convex (i. e. A (λx1 + (1 - λ) x2) ≥ min(A (x1) , A (x2)) , for every and λ ∈ [0, 1]); A is upper semicontinuous on (i. e. ∀ɛ > 0, ∃ δ > 0 such that A (x) - A (x0) < ɛ, whenever);
is compact, where, for a set M, cl (M) denotes the closure of that set.
The α-cut, α ∈ (0, 1], of a fuzzy number A is a crisp set defined as
Fuzzy numbers with simple membership functions are preferred in practice. The most often used are so-called trapezoidal fuzzy numbers, that is fuzzy numbers with α-cuts given by
Throughout this paper we denote by the set of all fuzzy numbers.
The Zadeh extension principle ([59, 60], see also the recent book [12]) allows to extend real functions, particularly the basic operations, for fuzzy numbers. We have the following definition of the extension principle (see, e.g., [34], p. 41):
From practical point of view, the following result, which gives sufficient conditions for closed operations on fuzzy numbers, is very important.
Taking into account Theorem 4, the addition, scalar multiplication, difference, product and division of fuzzy numbers can be introduced starting from addition, difference, product and division of real numbers. The expected value EV (A) of a fuzzy number A is a very important characteristic especially in the ranking of fuzzy numbers (see [8]). It is given by [26, 35]
We immediately obtain
The linguistic variables are useful in the description of the situations where the classical quantitative expressions are inadequate. Most often, the answers to questions in a survey are expressed by linguistic variables. For example, if we opt for a 7-level scale in a survey then we may consider the linguistic variables for the rating by customers of the performance of the given attributes in the set {very poor, poor, medium poor, medium, medium good, good, very good} and their representations as trapezoidal fuzzy numbers in Table 1 (see [23]).
Of course, other linguistic variables and/or fuzzy numbers can be subjectively chosen too (see, e.g., [9, 54]). We point out here that in [21] the fuzzy numbers representing the linguistic variables are decided by customers, taking into account their responses regarding the range of each linguistic variable. Some tentatives to assign fuzzy numbers to linguistic variables in an objective way are presented in [39, 58].
A successful indirect method to calculate the importance of the attributes is that of correlation between the performance perceived for each attribute and the overall customer satisfaction (see, e.g., [22, 43]). The results obtained in this way are fructified especially related with the importance-performance analysis ([41], see also [21, 43]). The approach based on the correlation coefficient as an indirect method of computation of the importance of attributes has some advantages which are pointed out in the literature [10, 30].
In statistical analysis, the strength of the relationship between two variables is measured by the correlation coefficient. Given X = (X1, . . . , X
p
) and Y = (Y1, . . . , Y
p
), the correlation coefficient between X and Y, denoted by rX,Y, is introduced as (see, e.g., [48])
It is well-known that rX,Y ∈ [- 1, 1], therefore w j ∈ [- 1, 1]. Negative values of the importance of attributes are obtained by applying other indirect methods (multiple regression, partial least squares, principal components regression, etc.) too (see [28, 37]). The researchers do not discriminate the negative values of importance and continue their study (see [10, 38]), or put the negative values of importance equal to 0, that is ignore the corresponding attributes (see [51]), or consider that the negative values of importance do not make sense and/or they are difficult to interpret (see [30, 46]), or explain them as a consequence of complex interrelationship among attributes that are examined concurrently [1, 18], or they do not obtain negative values in their empirical studies and avoid any discussion on this possibility [21, 41–43]. Even if sometimes other methods are preferred because they avoid negative values, the regression analysis and correlation coefficient are considered the most suitable methods for deriving importance measures. The negativity of the importance measures is not a problem when the results have subsequent employments, between these the best example being the importance-performance analysis.
Following the idea in the crisp case (Equation (8)), in this section we propose an indirect method for calculating the importance of attributes when the input data are expressed by fuzzy numbers.
In many papers ([15, 56]) the correlation coefficient of fuzzy data is considered to be crisp, contradicting our intuition. When the observations are fuzzy, the correlation coefficient should be fuzzy as well. For the first time, in [40], the correlation coefficient for a sample of p pairs of observations , given as fuzzy numbers, is introduced such that the result is a fuzzy number too. It is given by
All the premises to extend Equation (8) to fuzzy numbers are fulfilled. We introduce
As in the definition of the fuzzy correlation coefficient introduced in [40], formula (10) is rather formal, the effective calculus of the fuzzy number is based on the Zadeh’s extension principle, in fact on the result in Theorem 4. According with Theorem 4 (see also [40]), we find and , for every α ∈ [0, 1], by solving the following pair of crisp mathematical programs:
for every j∈ { 1, . . . , n }. We can reconstitute the fuzzy number from the Negoiţă-Ralescu characterization theorem [44].
It is difficult to give analytical solutions of the systems given by Equations (11)–(13) and Equations (14)–(16) even if the constrained variable method and reduced gradient method could be useful. Nevertheless, numerical solutions can be easily obtained by finding a finite set of α-cuts, α∈ { α0 = 0 < α1 < . . . < αr-1 < α r = 1 }, for every . The idea was launched in [40] related with the calculation of the fuzzy correlation coefficient. Of course, we obtain a good solution by choosing small differences αk+1 - α k for any k∈ { 0, . . . , r - 1 } and a large r, but we pay a better quality by an increasing volume of computation.
In the sequel we illustrate the above theoretical development by the following example.
As a basis for the demonstration of the feasibility of the proposed method, we consider . Let us denote (see Equation (17))
for finding the α
k
-cuts of , the importance of the attribute C1. Taking into account Equations (12), (13) and the representations as trapezoidal fuzzy numbersof the linguistic variables in Table 1, we get as the minimum of the function f1 in (18) under conditions
Then, taking into account Equations (15) and (16) we get
We obtain that the most important attribute is C3 and the least important is C2. On the other hand, it seems that the performance of C1, C2 and C5 has a negative correlation with the overall customers satisfaction. From the mathematical point of view this means that an improvement of the performance with respect to C1, C2 and C5 do not grow up the overall satisfaction (see also the comments at the end of Section 3).
In Example 7 the importance of attributes is rather negative (at least for C1, C2 and C5). This is not at all surprising because the input data are theoretical. The relationship between the performance of attributes and the overall customer satisfaction is not of the same kind as in a real situation. As we prove in the below example, if we increase the relationship between the performance of attributes and the overall satisfaction, by our method we obtain positive values for the importance of attributes, in concordance with our intuition.
We apply again our method and the program of computation of the fuzzy importance of an attribute as the correlation coefficient between the performance of the attribute and the overall satisfaction. We obtain the results in Table 6.
The most important attribute seems to be C4 and the least important seems to be C5. The support of each is rather positive. As an immediate conclusion, by a natural defuzzification of the fuzzy numbers , we obtain positive real numbers, our intuition being confirmed in this way. In Section 6 we will return to the discussion on the defuzzification and an easy interpretation of the results obtained by our method.
By analyzing the method described in the previous section we observe that an analytical solution cannot be given for the problems in Equations (11)–(13) and Equations (14)–(16). An approximate solution based on α-cuts (see Examples 7 and 8) is difficult to be obtained in the case of many attributes and/or customers because the time of work increases too much. In addition, any solution which is not a fuzzy number with a simple form leads to sophisticated subsequent calculations. An idea to overcome this situation could be based on the recent proposed approximations of fuzzy numbers (see, e.g., [5, 55]). Nevertheless, the best idea seems to be based on the naive method of approximation of fuzzy numbers (see e.g. [29]). Namely, to keep the fuzzy framework, the essence of information and for an easy subsequent handling, the trapezoidal fuzzy number (A
L
(0) , A
L
(1) , A
U
(1) , A
U
(0)) as the approximation of , is a good choice. With the same notations as in Section 4, instead to solve the parametric mathematical programs given in Equations (11)–(13) and Equations (14)–(16), it is enough to solve the following four problems to find the fuzzy importance
The benefits of the practical method are illustrated by the following example.
On the same idea as in Example 8, we modify the input data to see the relevance of the relationship between the performance of the attributes and the overall satisfaction in the calculation of the fuzzy importance of attributes.
Algorithms and interpretation of the results
The results obtained by fuzzy methods can be easily interpreted after defuzzification. There are many possibilities to defuzzify a fuzzy number, based on the center of area, mean of maxima, expected value, etc. Because the expected value is very simple and has suitable properties [35], it is often used in applications (see [7, 49], etc.). On the other hand, sometimes it is more important to obtain an ordering of the fuzzy numbers, in our case a hierarchy of the importance of attributes. It is proved (see [8]) that a simple and effective ranking index is given by the expected value (see Equation (5)), that is, for
Let and α
k
∈ [0, 1] , α0 = 0 < α1 < . . . < αr-1 < α
r
= 1, r ≥ 2. Because can be approximated by
In the remaining case r = 1, corresponding to the practical method in Section 5, we obtain the expected value of the naive trapezoidal approximation (A
L
(0) , A
L
(1) , A
U
(1) , A
U
(0)) of , that is (see Equation (6))
If are obtained by the practical method described in Section 5 then, by considering the results in Example 9 and Equation (28), we obtain
Summarizing the theoretical development in the present paper, the following algorithms can be applied to give a numerical solution for the fuzzy importance of the attribute C j , j∈ { 1, . . . , n }, with asthe performance of the attribute C j , j∈ { 1, . . . , n } in theopinion of the customer D i , i∈ { 1, . . . , m } and the overall satisfaction in the opinion of the customer D i , i∈ { 1, . . . , m }. An ordering of the importance of attributes is obtained too.
The first algorithm is dedicated to the case when we find out for the α k -cuts of the fuzzy importance of attributes,
let r ≥ 2
for
for
for
compute
compute
compute
compute
find by solving Equations (11)–(13) for
find by solving Equations (14)–(16) for
end for
compute
order , using the increasing sequence of the values , .
If r = 1 and we consider Equation (28) instead of Equation (27) (that is we keep only the first and the second term in the sum in Equation (29)) then we obtain the following algorithm corresponding to the practical method described in Section 5.
for
for
compute
compute
compute
compute
compute
compute
compute
compute
end for
find by solving Equations (11)–(13) for α : =0
find by solving Equations (11)–(13) for α : =0
find by solving Equations (14)–(16) for α : =1
find by solving Equations (11)–(13) for α : =1
compute
order , using the increasing sequence of the values , .
In this section an example case is presented to prove the implementation of the proposed method.
During two weeks in June 2012 a number of 125 questionnaires was applied to customers of four 4-stars hotels from Oradea, Romania. For the establishment of the attributes (see Table 7), the SERVQUAL scale was considered. The Internet access was added as a specific attribute for urban tourism. The complete list of attributes was included in Table 7.
The validity of the questionnaire was verified with the α-Cronbach coefficient, the value obtained, 0.827, being a satisfactory one (see [11]). The data regarding the performance of attributes and the overall customer satisfaction (OCS) are summarized in the first columns of Table 9. They are measured on a five Likert scale, the possible answers being in the set {Very poor (VP), Poor (P), Medium (M), Good (G), Very good (VG)}. The corresponding trapezoidal fuzzy numbers to linguistic variables are indicated in Table 8.
We apply Algorithm 2 to calculate the importance of attributes in the fuzzy case and their crisp values obtained by defuzzification with the expected value. The results are shown in the last two columns of Table 9. The decreasing ordering of the importance of attributes is the following: 4 > 9 >8 > 2 >6 > 10 > 5 >14 > 3 >16 > 17 > 18 > 1 >11 > 13 > 21 > 15 > 7 >12 > 19 > 20.
The results on the importance of attributes in Table 9 may be useful in many subsequent studies, the most important being related with crisp or fuzzy multicriteria decision making methods and importance-performance analysis.
On the other hand, let us point out that the choosing of a suitable set of attributes is a very important step in any analysis related with different areas in the services industries (see, e.g., [38]). In our empirical study, the importance of eleven of the attributes (2 - 6, 8 - 10, 14, 16, 17) is greater than average and the importance of six of the attributes (2, 4, 6, 8 - 10) is significantly greater than average. This means that the number of attributes may be reduced to eleven, or, more drastic, to six, for any subsequent study implying the 4-stars hotels in Oradea, with obviousbenefits.
Conclusions
The correct determination of the importance of attributes is an essential step in decision theory. In the present paper we propose an indirect method of calculation of the importance of attributes in a fuzzy environment. It is based, as in the crisp case, on the calculation of the correlation coefficient between the performance of attributes, from the point of view of the customers, and the overall customers satisfaction. The benefits are important (they are pointed out in thepaper) even if the using of the Zadeh extension principle generates some handling problems. In fact, for large dimensional problems (many attributes and/or customers) and for an easy interpretation, the practical method given in Section 5 is more suitable to be applied. The paper is a part of the development of an importance-performance analysis in a fuzzy environment, the existing papers (see [14, 21]) assuming a premature defuzzification of data.
AcknowledgmentS
The work of the first author was supported by a grant of the Romanian National Authority for Scientific Research, CNCS–UEFISCDI, project number PN-II-ID-PCE-2011-3-0861.
