Organizational Human Capital Retention: A Qualitative Study of HRM as a Mechanism for Long-term Knowledge Retention Author: Linnea Björk Supervisor: Richard Nakamura Master’s Thesis in International Business and Trade, Spring 2025 Graduate School, School of Business, Economics and Law, University of Gothenburg Abstract This study examines the extent to which human resource management (HRM) can contribute to the long-term organizational retention of human capital, specifically in the form of employee knowledge, within multinational corporations (MNCs). While the existing HRM literature has not explicitly addressed human capital retention, it has done so implicitly by focusing on employee retention. This study, however, aims to make that connection more explicit by exploring whether HRM can support knowledge retention beyond individual tenure, thereby contributing to a more long-term preservation of employee knowledge. In doing so, it integrates concepts from previously distinct bodies of literature, including knowledge identification, the routinization of knowledge and the practical enactment of routines. A qualitative multiple-case study design was employed, with semi-structured interviews conducted across several MNCs. This approach made it possible to assess whether certain similarities or differences in practices existed between cases, thereby contributing to an understanding of how knowledge retention is supported within organizations. The findings indicate that HRM can play a partial role in supporting long-term organizational knowledge retention. More specifically, it does so through the proactive identification of employee knowledge, particularly via in-person mechanisms and the involvement of line management and higher organizational levels. However, limited empirical evidence was found for the routinization of knowledge and the support for practical enactment of routines. As a result, the findings suggest that knowledge retention remains largely dependent on individual employees as carriers of knowledge, rather than being structurally embedded within organizations. Consequently, the extent to which HRM can contribute to long-term organizational human capital retention, in the form of knowledge, within MNCs, appears to be limited. Keywords: Human resource management, Knowledge management, Human capital retention, Knowledge retention, Routines, Multinational corporations, Multiple-case study Preface Before officially commencing this thesis, I would like to take a moment to express my deepest gratitude to everyone who has contributed to this journey over the past months. First and foremost, I wish to extend my sincerest thanks to my supervisor, Richard Nakamura, for his invaluable guidance throughout the entire process. Your support and encouragement have been deeply appreciative during moments of uncertainty, and I am truly grateful for your insight and direction. I would also like to thank all the participants who generously took time out of their busy schedules to speak with me. Without your willingness to share your experiences, this study would not have seen the light of day. I am sincerely grateful for your kindness and openness, given so freely and without expecting anything in return. On a personal note, writing this thesis has been one of the most intense and rewarding undertakings I have brought to completion insofar. From the initial idea to its finalization, it has been a journey filled with learning, growth, and discovery. While there were certainly moments of challenge, there was never a dull one. With this in mind, I hope that my curiosity and dedication are evident throughout these forthcoming pages, and that you, the reader, find the subject as fascinating as I have. Now, as I reach the end of this two-year journey, I do so with a mixture of pride and nostalgia. This thesis not only marks the closing of one chapter but also the beginning of an entirely new one. While the path ahead may feel daunting, I look to the future with hope and optimism as I take on new endeavors. Thank you to everyone, once again. And to you, the reader, I truly hope you find this subject as engaging and thought-provoking as I have. Sincerely, Linnea Björk 2025.06.26 List of Figures Figure 1 Conceptual Model 11 Figure 2 Outline of a Deductive Research Approach 14 Figure 3 Outline of the General Purposive Sampling Methodology 15 Figure 4 Sampling Methodology for Phase 2 and 3 18 Figure 5 Themes of the Interview Guide 21 Figure 6 Outline of the Systematic Approach to Data Analysis 36 Figure 7 Thematic Analysis of the Theme ‘Knowledge Identification’ 72 Figure 8 Thematic Analysis of the Theme ‘Routinization of Knowledge’ 76 Figure 9 Thematic Analysis of the Theme ‘Practical Enactment of Routines’ 79 Figure 10 Revised Conceptual Framework 81 List of Tables Table 1 List of Interviewees 19 Table 2 Outline of Table Supporting First-order Codes 37 Table of Content 1. Introduction 1 1.1 Background 1 1.2 Problem Discussion 2 1.3 Delimitations 3 2. Literature Review 6 2.1 HRM as a Mechanism for Human Capital Retention 6 2.2 Organizational Memory as a Mechanism for Human Capital Retention 8 2.3 Practical Enactment as a Mechanism for Human Capital Retention 9 2.4 Conceptual Model 10 3. Method 13 3. 1 Research Approach 13 3. 2 Data Collection 14 3.2.1 Sampling 14 3.2.1.1 The First Phase of Sampling 16 3.2.1.2 The Second and Third Phase of Sampling 17 3.2.2 Sample Size 19 3.2.3 Interview Guide 20 3.2.3.1 Central Themes of Interview Guide 20 3.2.3.2 Operationalization of the Interview Questions 22 3.2.4 Semi-structured Interviews 23 3.2.4.1 The Actual Interviews 24 3.2.4.2 In-person vs Digital Interviews 26 3.2.5 Critical Reflection of the Methods used for Data Collection 27 3.2.6 Transcriptions 29 3.2.7 Ethical Considerations in the Data Collection 30 3.2.7.1 Pre-interviews 30 3.2.7.2 During Interview Sessions 32 3.2.7.3 Post-Interviews 32 3.3. Data Analysis 34 3.3.1 Thematic Analysis 34 3.4 Quality Criteria 38 3.4.1 Credibility 38 3.4.2 Transferability 39 3.4.3 Dependability and Confirmability 40 4. Results 42 4.1 Identification of Employee Knowledge 42 4.1.1 HR Systems 42 4.1.2 In-person Knowledge Identification 45 4.1.3 Knowledge Identification through Line Management 47 4.1.4 Organizational Coherence in Knowledge Identification 53 4.2 Retention of Knowledge 54 4.2.1 In-person Knowledge Sharing 54 4.2.2 Knowledge Transfers through Digital Platforms 56 4.2.3 Challenges in Small-scale Knowledge Transfers 57 4.2.4 Transboundary Scaling of Knowledge 60 4.2.5 Challenges to Transboundary Scaling of Knowledge 64 4.3 Support for the Practical Implementation of Knowledge 67 5. Analysis 70 5.1 Knowledge Identification 70 5.2 Routinization of Knowledge 73 5.3 Support for the Practical Enactment of Routines 78 5.4 Revised Conceptual Model 80 6. Conclusions 82 6.1 Conclusion 82 6.2 Theoretical Implications 84 6.3 Practical Implications 85 6.4 Future Research 86 References 88 Appendix 94 Appendix 1 94 Appendix 2 98 Appendix 3 107 Appendix 4 116 1. Introduction 1.1 Background To remain competitive in an increasingly dynamic and globalized economy, human capital has become critically important for organizations (Aguinis & Kraiger, 2009: 452). In general, human capital can be considered an umbrella term for a variety of different ‘competencies’ possessed by individuals within organizations. Although this study focuses exclusively on knowledge, it is important to acknowledge that other related concepts, such as skills and abilities, also fall under this broader framework (Laroche et al., 1999: 89; Wright et al., 1994: 304). Whereas one may misconceive such competencies as being trivial at first glance, it is not until upon further scrutiny that they reveal themselves fundamentally important to organizations (Barney, 1991: 101). This rings particularly true in today’s dynamic and knowledge-driven economy, where human capital, in the form of knowledge, is increasingly considered one of the most valuable assets a firm can possess (Jessop, 1999: 1). Specifically, what makes knowledge strategically important is its underlying potential to drive incremental improvements and continuous renewals, enabling firms to better respond to emerging changes in the external environment (Agarwal & Helfat, 2009: 283; Daghfous et al., 2013: 639). In this way, employee knowledge can constitute a source of differentiation, allowing firms to perform key activities more effectively or uniquely than their competitors, thereby positioning themselves more favorably within the market (Porter, 1985, p. 33). As a result, knowledge becomes a necessary means for organizations to both survive and thrive in today’s global economy. Thus, it is as important for firms to preserve valuable employee competencies, such as knowledge, as it is to acquire them in the first place. However, because these competencies are inherently embedded within individuals (Cairó Battistutti & Bork, 2017: 461; Nonaka, 1994: 16), they are notoriously difficult for others to access and make practical use of. As a result, there are no guarantees that that human capital will remain within the organization after its bearers decide to depart. In fact, such loss is inevitable, as employees will eventually come to 1 leave their workplaces for various reasons. Even if individuals remain loyal to the same company throughout their entire professional careers, they will eventually face retirement and depart the organization (Daghfous et al., 2013: 641). In less dramatic cases, transitions into new roles or transfers to other departments can pose similar risks of knowledge loss (Mariano, 2023: 874). Collectively, these scenarios highlight the inherent vulnerability organizations face to the loss of critical knowledge in the wake of both external mobility (i.e., employee departures) and internal mobility (e.g., role changes or departmental transfers). 1.2 Problem Discussion A common strategy to retain human capital has primarily involved reactive approaches, such as offering incentives to encourage employees to remain within organizations (Daghfous et al., 2013: 642). These measures have typically taken the form of human resource management (HRM) practices, such as compensation, training, and development, all of which aim to attract, retain, and motivate personnel (Porter, 1985: 42; Schuler & McMillan, 1984: 242). While these practices may offer a temporary solution, they fall short of addressing long-term organizational human capital retention, as they rely on individuals as the primary carriers of knowledge. As such, these shortcomings reveal both practical and academic limitations inherent to the current approaches. From an academic perspective, the literature has offered inadequate insight into how organizations can retain human capital through HRM, beyond simply incentivizing individuals to stay (e.g., Gaertner & Nollan, 1989: 986-987; Grover & Crooker, 1995). As a result, it fails to explain how such competencies can prevail over time within organizations once employees become subject to mobility. In turn, this points to a broader practical implication, namely, the difficulty for organizations to engage more meaningfully and strategically with their human capital in the long run. This is particularly detrimental to organizations, as employee mobility not only results in significant losses of organizational knowledge and subject-matter expertise (Daghfous et al., 2013: 641; Mariano, 2023: 874), but also incurs substantial costs in terms of 2 time, money, and resources (Laroche et al., 1999: 89-90; Mariano, 2023: 872). Furthermore, it risks eroding potential sources of competitive advantage. This concern arguably becomes even more pronounced in a transboundary context, where multinational corporations (MNCs) operate across geographically dispersed locations, particularly since the scale of such operations tends to promote employee mobility, as global work arrangements creates cross-boundary opportunities within the firm (Reiche et al., 2019: 360). Not only does this increase the likelihood of internal movement alongside external mobility, but it also raises the risk of valuable knowledge being lost in the process. This discussion leads us to the question whether HRM can support long-term organizational human capital retention, in the form of knowledge, not only by extending employee tenure, but by enabling processes that allow knowledge to decouple from individuals and persist independently within organizations over the long-term. It also raises the question whether the contemporary understanding of HRM can be conceptually expanded to include additional practice which support such long-term retention. Accordingly, this study seeks to contribute to the HRM literature by examining the extent to which HRM can be extended to include practices that promote long-term organizational retention of knowledge as a form of human capital. To explore this, the following research question is posed: - RQ: To what extent can HRM contribute to long-term organizational retention of human capital, in the form of employee knowledge, in MNCs? 1.3 Delimitations To lay the foundation for the rest of the study, this preliminary section outlines several deliberate choices made to delimit the scope of the research. The first delimitation concerns the type of employee mobility under consideration. While knowledge loss can occur through both internal and external mobility, this study focuses specifically on the latter. This choice is guided by prior research on HRM and employee retention, which has implicitly examined knowledge loss in the context of employee departures (e.g., 3 Goldberg et al., 1989: 34-35; Lähteenmäki & Paalumäki, 1993: 399). Moreover, this study focuses exclusively on firm-specific employee knowledge, even though human capital is commonly divided into two categories: general and firm-specific (Barney & Wright, 1998: 37-38; Laroche et al., 1999: 8-90). The rationale behind this choice lies in the strategic value of the former compared to the latter. Unlike general competencies, which are widely applicable and easily transferable across organizations without any significant loss of value, firm-specific human capital is inherently contextual (Barney & Wright, 1998: 37). As a result, this type of employee knowledge is particularly critical for organizations to retain, as it can result in a significant loss of valuable knowledge that is not easily replaceable (Laroche et al., 1999: 90). Another key delimitation is the decision to examine HRM primarily through the lens of the HR department and line managers. This focus enables the research to assess whether organizations’ actual practices align with those outlined in the proposed conceptual framework. Although HRM is a broad and multifaceted concept, comprising various meanings, this study focuses exclusively on its more performative aspects, understood as the practices used for personnel management (Storey, 1992, p. 24). Given the HR department’s prominent role in performing and coordinating such activities (Morley et al., 2006: 610), along with the growing involvement of line managers in personnel-related responsibilities (Storey, 1992: 189), these two organizational actors serve as accessible and relevant units of analysis. It is important to note, however, that this delimitation was later broadened to also include individuals in senior roles, due to methodological constraints. Lastly, due to the transboundary nature of the research, this study also focuses on examining multinational corporations (MNCs) operating in Sweden, including both Swedish-based and foreign owned entities. More specifically, the study adopts McCormick’s (2018: 134) definition of an MNC as “a private enterprise that has facilities and income-generating assets in two or more countries”. Furthermore, based on the assumption that all organizations, irrespective of industry, possess employee knowledge, no 4 delimitations were placed on the type of company. Accordingly, the research includes a mix of companies from different industries, reflecting the diverse organizational contexts in which knowledge retention is strategically relevant. 5 2. Literature Review 2.1 HRM as a Mechanism for Human Capital Retention As previously stated, human resource management (HRM) practices, such as compensation, training and development, have been widely recognized as key instruments for retaining personnel (Porter, 1985: 42; Schuler & McMillan, 1984: 242). This assertion is not merely grounded in theory, but is also empirically supported by a range of studies. For instance, Lähteenmäki and Paalumäki (1993: 404) found that HRM plays a significant role in reducing employee mobility by providing adequate opportunities for career development. Their research showed that employees who experienced dissatisfaction with their occupation, whether in terms of their daily tasks or long-term career progression, were more likely to consider leaving the company, as such dissatisfaction increased mobility motivation (Lähteenmäki & Paalumäki, 1993: 399). Even more striking, however, was the earlier finding of Gaertner and Nollan (1989: 986-987), which showed that employees exhibited higher organizational commitment merely from the perception of internal career opportunities, such as internal mobility and training. This finding was later reinforced by Meyer and Smith (2000: 28), whose study on career development opportunities reached a similar conclusion. While training and development play an important role in HRM’s implicit contribution to human capital retention, another key mechanism is employee benefits, which fall under the broader category of compensation. For instance, Goldberg et al. (1989: 23) conducted a study on the effects of child care benefits on employee retention. Their findings indicated that HRM practices, such as those related to subsidies and near-site child care centers, significantly influenced employees’ decisions to either remain with their current employer or seek new opportunities elsewhere, often with companies offering more comprehensive benefits (Goldberg et al., 1989: 34-35). This conclusion was later reinforced by Grover and Crooker (1995: 283), whose study on family-responsive benefits observed a positive correlation between benefits and employees’ organizational commitment. More specifically, the authors observed that 6 employees demonstrated higher commitment to their workplaces and a reduced inclination to leave the organization when such compensation was made available, regardless of whether they were direct beneficiaries of it or not (Grover & Crooker, 1995: 283-284). It is important to note, however, that while some scholars (e.g., Gaertner & Nollen, 1989: 986; Grover & Crooker, 1995: 284; Meyer & Smith, 2000: 328) distinguish between different forms of commitment (e.g., affective, normative and continuance), this study does not seek to delve into its underlying psychological causes. Instead, it adopts a broader view, aligning with Lähteenmäki and Paalumäki (1993: 404), who treat commitment as a general indicator of employees’ intention to remain within the organization. Accordingly, no distinctions are made between its different forms. Rather, the concept is instead referred to in general terms, even when cited authors differentiate between them in their original work. Nevertheless, what emerges from these findings is a strong empirical foundation supporting the implicit relationship between HRM and employee retention, measured through both employee commitment and mobility intentions. However, as previously noted, a key caveat of HRM lies in its heavy reliance on employee retention as a proxy for retaining human capital. As a result, the preservation of organizational competencies becomes entirely contingent upon the continued employment of individuals. While this approach may serve as a temporary measure to human capital retention, it overlooks the substantial risk of losing such competencies when employees inevitably depart the organization. This reveals a critical limitation of HRM, in its existing form, with regard to its inability to contribute to long-term organizational human capital retention. 7 2.2 Organizational Memory as a Mechanism for Human Capital Retention While the HRM literature implicitly addresses human capital retention by illustrating its relationship with employee commitment and reduced mobility motivation, it falls short of explaining how such competencies can be kept beyond simply encouraging employees to stay. This is where the literature on organizational memory offers a valuable and complementary perspective, which helps explain how human capital, particularly knowledge, can be preserved over time, even in the face of employee turnover. Organizational memory refers to the process through which information can be stored within organizations, similar to that of actual individuals’ memory (Walsh & Ungson, 1991: 60). Although scholars have proposed different ways in which this can be achieved, such as through the use of routines or organizational structures (Argote, 2013: 106; Levitt & March, 1988: 326; Rao & Argote, 2006: 77), this study adopts the view of Argote (2013: 106) and Hodgson (2008: 25), who argue that routines function as key repositories of human capital, in the form of knowledge. This conceptualization positions routines not merely as patterns of repetitive behavior, but also as vessels through which individual knowledge can become structurally embedded in organizations. Argote (2013: 88-89) illustrates this process through two empirical examples, showing how tacit employee know-how can become embedded in organizational routines, allowing it to persist independently of its original source. In both cases, the discovery of improved working methods led to their codification into routines, which were subsequently disseminated across the organization and adopted by employees as the new standard way of working (Argote, 2013: 89). Not only do these cases illustrate how employee-generated knowledge can drive meaningful improvement and continuous renewal, both of which are essential for maintaining competitiveness, but they also underscore the importance of the codification process itself. As Argote (2013: 107) emphasizes, such codification is a critical step in converting knowledge into a routine, as it must be articulated in a way that makes it understandable, accessible, and transferable to others. This aligns with the concept of knowledge 8 externalization, in which tacit knowledge is transformed into an explicit format, thereby facilitating its dissemination throughout the organization (Cairó Battistutti & Bork, 2017: 464; Nonaka, 1994: 24). By codifying individual know-how into a more comprehensible and unambiguous format, organizations can ensure that such knowledge can be retained and utilized by others, even after individuals who originally possessed it have left the organization (Gherardi, 2000: 213). In this way, critical human capital can be preserved over extended periods of time, independent of its originator. In fact, this has been empirically shown to be an effective way to alleviate the risk of knowledge loss within organizations (Daghfous, 2013: 655). Essentially, the literature on organizational memory challenges the dominant HRM logic that human capital retention depends solely on the continued employment of individuals. Instead, it argues that organizations can preserve valuable competencies by embedding them into organizational routines. This idea forms the foundation of the proposed conceptual framework, which posits that HRM can contribute to long-term organizational human capital retention by facilitating and supporting such routinization. 2.3 Practical Enactment as a Mechanism for Human Capital Retention Whereas the concept of organizational memory demonstrates that knowledge can be structurally retained within organizations, it is important to recognize that the embedding of knowledge into routines does not necessarily guarantee its longevity over time. Succinctly put by Miner et al. (2008: 156), the mere existence of a routine does not automatically ensure its enactment in practice. Instead, for it to be sustained and perpetuated over time within an organization, it must be practically employed. This aligns with Feldman and Pentland’s (2003: 95) conceptualization of routines as comprising both a structural (i.e., ostensive) and practical (i.e., performative) dimension. Without both elements, routines lack both the structural framework needed to guide behavior and the performative action to bring them to life. As Gherardi (2000: 215, 218) argues, it is the performative dimension of routines that connects ‘knowing’ with ‘doing,’ which, in turn, enables knowledge to be preserved not only structurally over time, but also 9 practically. In other words, unless routines are enacted in practice, they fail to retain knowledge in any meaningful sense, reducing them to mere structures without relevance or application. Traditionally, HRM has supported the practical enactment of knowledge through training. Although the effectiveness of this approach has been widely debated (Grossman & Salas, 2011: 104; Renta-Davis et al., 2014: 728-729), research suggests that it can yield positive outcomes when certain conditions are met. Specifically, scholars have found that the practical implementation of knowledge is more likely to occur when training content is perceived as relevant and applicable to employees’ actual workplace tasks (Burke & Hutchins, 2007: 274; Grossman & Salas, 2011: 112). Given HRM’s established role in facilitating such an application of knowledge in practice, this raises the question whether it could also serve as a potential enabler for the practical enactment of organizational routines. 2.4 Conceptual Model To address the limitations of existing HRM approaches to human capital retention, and to examine the extent to which HRM can contribute to its long-term preservation, this study proposes a conceptual model that builds upon the aforementioned literature. Beyond synthesizing these literatures, the framework also draws upon a relatively under-researched function of HRM, namely, its potential contribution to the identification of employee knowledge. While HRM has been recognized as an instrument for knowledge identification, most notably through exit interviews, its use has primarily been reactive in nature, aimed at mitigating knowledge loss in anticipation of employee departures (Daghfous et al., 2013: 643; Serrat, 2017: 1023-1024). This suggests that organizations are often more concerned with responding to knowledge loss than with proactively identifying and capturing knowledge in advance of such occurrences. To address this gap, the conceptual model seeks to explore whether HRM can also play a more proactive role in identifying and capturing valuable employee knowledge. 10 Figure 1 Conceptual Model Note. Author’s own Illustration. As illustrated in Figure 1, the conceptual model primarily proposes that HRM can contribute to long-term organizational human capital retention by supporting (1) the proactive identification of employee knowledge, (2) the codification of employee knowledge into organizational routines and (3) the practical enactment of such routines. Specifically, the framework suggests that the routinization of knowledge facilitates its longevity within the organization by embedding it into a durable and easily transferable format, allowing it to persist independently of any individual. As a result, even when the employees who originally possessed that knowledge leave the organization, it remains accessible to others who may benefit from it. Additionally, the conceptual model recognizes that codification alone is not sufficient to ensure long-term organizational knowledge retention. Rather, routines must be actively implemented in practice to bring these structures to life. This reasoning is based on the understanding that actual retention depends on the active use of knowledge, and that practical enactment is what gives routines their relevance and sustained application over time. Without continued use, routines risk becoming hollow structures, present in form but absent in function, thereby failing to support meaningful retention. For that reason, support for the practical enactment of routines can be seen as a key facilitator of long-term knowledge retention. Likewise, the identification of knowledge serves a similar function, facilitating the 11 start of the process by laying its necessary foundation. Logically, knowledge can neither be routinized nor practically perpetuated if it has not first been identified. In summary, the conceptual model not only challenges the contemporary understanding of HRM, but also expands the concept by synthesizing insights from multiple, previously distinct literatures. In doing so, it explores the extent to which human capital, in the form of knowledge, can be retained within organizations over the long term and despite employee turnover, through the use of human resource management (HRM). 12 3. Method 3. 1 Research Approach Given the exploratory nature of the research question, a quantitative approach was deemed inadequate for gaining a nuanced understanding of the phenomenon The inquiry instead required rich descriptions from participants in order to adequately assess whether the practices proposed in the conceptual model could be supported in practice. A qualitative approach was therefore deemed the most appropriate of the two research methods, as it provided precisely that, descriptively rich accounts from participants that enabled a deeper understanding of the phenomena under investigation (Bryman & Bell et al., 2019: 29). In more detail, a multiple-case study research design was employed to facilitate cross-case comparisons across different organizational contexts (Bell et al., 2019: 67). This approach made it possible to examine whether respondents actually adhered to the practices proposed in the conceptual model, and to what extent these practices were prevalent across cases. In doing so, the study indirectly addressed the extent to which HRM could be expanded to include practices that support the long-term organizational retention of knowledge, beyond relying on individual employee tenure. From this perspective, the research was primarily guided by a deductive logic consistent with the structure illustrated in Figure 2. While a deductive approach is traditionally associated with quantitative research, there are exceptions where qualitative researchers draw on existing theoretical frameworks and concepts to guide data collection and analysis (Bell et al., 2019: 2019: 36). This was particularly the case in the present study, which sought to test the conceptual framework developed from the literature in order to answer the research question. As a result, although the study aligned with the broader goals of qualitative research, it was not primarily concerned with generating theory inductively. Instead, theory was used from the outset to guide the exploration of the phenomenon, rather than being constructed from the findings (Bell et al., 2019: 360). 13 Figure 2 Outline of a Deductive Research Approach Note. Adapted from Business Research Methods (5th ed., p. 21), by E. Bell, A. Bryman, and B. Harley, 2019, Oxford University Press. Copyright 2019 by Oxford University Press. 3. 2 Data Collection 3.2.1 Sampling The sampling process was divided into three distinct stages. Specifically, the first two stages followed a purposive criterion sampling approach, whereby participants were included based on their alignment with the predetermined selection requirements (Bell et al., 2019: 390). For this study, these criteria included: (1) physical presence abroad, aligning with the definition of a MNC; and (2) operations in Sweden. Once a company met these a priori conditions, the sampled respondent was preferably (3) someone working in the HR department, or alternatively, (4) a person in a senior or managerial role. While the initial aim was to examine the phenomenon through the lens of HR, practical constraints during the second round required a broadening of the criteria to include participants in other relevant roles. Nonetheless, these individuals were still considered relevant for the study, as their positions were likely to be involved in, or 14 aware of, knowledge retention practices, even if they did not formally work within HR. However, because the final sample was contingent upon the identified candidates’ willingness to participate, the last stage of sampling relied on convenience sampling, based on the accessibility of participants at the time of selection (Bell et al., 2019: 197). As a result, individuals who did not respond to the request or declined to participate were effectively excluded from the final sample, even if they met all prior selection criteria. Figure 3 Outline of the General Purposive Sampling Methodology Note. Author’s own Illustration. As demonstrated in Figure 3, the sampling of interviewee candidates followed a sequential process, where candidates were filtered out in each consecutive phase, leaving a selected few as the final sample. 15 3.2.1.1 The First Phase of Sampling Given the transboundary nature of this study, in terms of its aim to examine MNCs, the primary requirement was that participating companies have a physical presence in one or more foreign markets. As a result, companies who did not have any operations abroad or those whose international presence rested upon alternative operational models, such as through indirect exporting, were excluded from the study entirely. In practice, this was easily determined by reviewing company websites, where such information was typically available. In addition to this criterion, the scope of potential candidates was also nationally confined to companies operating in Sweden, whether Swedish-based or foreign-owned entities. This approach allowed the study to capture the essence of MNCs, while doing so in a more accessible and contextually manageable manner. The motivation behind this nationally confined sampling strategy stemmed from the belief that it would significantly reduce initial barriers to establishing contact with potential participants, compared to what sampling abroad might have otherwise entailed. By speaking the same language and sharing a common cultural understanding, it was hoped that this approach would ease any initial hesitation participants might have had about taking part in the study. This aligns with Dwyer and Buckle’s (2009: 58) research on insidership, which suggests that researchers who share a common identity, language, or set of experiences with participants often gain more immediate acceptance. By virtue of a perceived mutual understanding and belonging, a shared membership can naturally foster a greater trust and openness, which in turn may contribute to the generation of richer and more in-depth data. Beyond these core sampling requirements, other aspects were more loosely defined. For instance, no specific delimitations were imposed with regard to industry. This was a deliberate choice, as the focus of the study is not on the content of knowledge itself, but rather on the processes that contribute to its retention. As such, the types of products or services offered by the sampled companies were considered irrelevant to the study’s purpose, based on the assumption that all companies, regardless of industry, 16 possess some degree of employee knowledge that would benefit from being retained. As a result, there were no explicit delimitations imposed on this aspect. However, as several knowledge-intensive companies declined requests to participate in the study, citing concerns over security and confidentiality, the sampling process naturally shifted away from targeting additional companies within such industries. Consequently, a degree of sampling bias may have occurred unintentionally. 3.2.1.2 The Second and Third Phase of Sampling As previously mentioned, the second phase of sampling required that participants either worked within the company’s HR department or held a senior or managerial position. The latter two criteria were added at a later stage to expand the sampling scope, following a persistently low response rate from HR personnel. As a result, some companies were contacted on multiple occasions and through various channels. In cases where no response was received, additional HR employees within the same organization were contacted, as well as individuals in other relevant roles. This part of the sampling process was carried out in a less structured manner, as follow-up contact was initiated based on the availability of contact information from potential participants. After key personnel had been identified and contacted, the third sampling phase came to a beginning. At this particular stage, most candidates were filtered out due to either a non-response or an unwillingness to partake in the research. Consequently, only those who were willing and interested in participating comprised the final sample. 17 Figure 4 Sampling Methodology for Phase 2 and 3 Note. Author’s own Illustration. To provide a more nuanced account of how the second and third sampling phases were practically carried out, the entire process is visually presented in Figure 4. Initially, potential participants were contacted via LinkedIn (5). However, when this approach proved unsuccessful, the sourcing of candidates shifted to calling and emailing corporate offices instead. If a company’s website listed a number for its corporate headquarters or a regional office in Sweden, an initial attempt was made to call its national corporate switchboard. This was done to increase the likelihood of being connected with a relevant individual. In most cases, this resulted in a referral to a specific person within the HR department via email (2), while in a few instances, the call was directly forwarded to a contact person (3). Occasionally, the switchboard was unable to provide information about employees and therefore referred inquiries to customer service via email, which then initiated a separate referral process to identify appropriate contact persons (1), thereby restarting the process from the beginning. In the vast majority of cases, however, both approaches ultimately lead the sampling process to a dead end (6). Yet, in a few rare instances, someone expressed interest in participating, which allowed the sampling to progress to the third phase, in which candidates 18 voluntarily chose to be part of the final sample (7). This meant that if a person accepted the request (10), they were included in the final sample, whereas those who declined (9) or did not respond (8) were excluded. These became the most common methods for reaching potential participants. However, exceptions occurred in cases where participants were contacted through personal connections, which allowed some of the earlier intermediary steps to be bypassed (4). 3.2.2 Sample Size Despite having contacted 104 companies in total, all aligning with the sampling criteria, some on multiple occasions and through various channels, only seven participants ultimately comprised the final sample. As this ratio indicates, the response rate was proven to be one of the greatest challenges in the sampling process. While a low response-rate was anticipated to some extent, its magnitude was not fully expected. Table 1 List of Interviewees Respondent Role Date Duration Type R1 Learning & Development 2025-03-13 30 min Microsoft Teams Manager R2 HR Manager 2025-03-17 25 min In-person R3 HR Executive 2025-03-19 20 min In-person R4 HR Administrator 2025-03-21 25 min In-person R5 HR Specialist 2025-03-25 35 min Microsoft Teams Learning & Development R6 Senior Market Analyst 2025-03-31 25 min Microsoft Teams R7 Production Manager 2025-04-01 25 min In-person 19 As shown in Table 1, the final sample consisted of a combination of various HR representatives, in addition to two other personnel in a senior and managerial role. 3.2.3 Interview Guide 3.2.3.1 Central Themes of Interview Guide While the exact structure of each interview could vary slightly as a natural part of conversing with different individuals, an interview guide was employed throughout the data collection process to ensure a relatively high level of coherence and consistency across all interviews (Bell et al., 2019: 436). It was centered around five main themes: (1) knowledge accumulation, (2) knowledge retention, (3) knowledge retention through routines, (4) international embeddedness and (5) challenges and improvements, all of which are illustrated in Figure 5. The questions varied in depth and specificity, reflecting the diverse types of questions that can be used in qualitative interviewing, as outlined by Bell et al. (2019: 441-442). While some inquiries were more direct, others tended to be more open-ended, each serving specific purposes in seeking to understand the participants’ perspectives. For instance, each theme was deliberately introduced with a relatively open-ended question to encourage broader reflection on different aspects of the research topic. This was followed by a series of more specific or closed-ended follow-up questions aimed at clarifying or elaborating on what had already been said (see Appendix 1). 20 Figure 5 Themes of the Interview Guide Note. Author’s own Illustration. The first theme, that was, knowledge accumulation, sought to explore how companies internally identify employee knowledge. This raised the question whether there were specific strategies in place to ensure that such knowledge was proactively captured in earlier stages, as well as who within the organization held responsibility for this process. These questions naturally led the conversation into the second theme of the interview guide, which was knowledge retention. At this stage, the inquiries remain relatively general, allowing interviewees to describe their approach to retaining knowledge, without necessarily delving into the specificities of routines. As a result, it was not until the next theme, knowledge retention through routines, that routines began to permeate the questions more explicitly. At that point, the guide enabled a deeper exploration of the role that routines played in knowledge retention. This allowed interviewees to more directly reflect on their use, or non-use, of routines, while also providing an 21 additional opportunity to share any alternative approaches to achieving knowledge retention. Additionally, this theme also encompassed questions about the support for the practical enactment of routines. The fourth theme, international embeddedness, brought the interview questions closer to the core of the research question, which focused on how knowledge is scaled across the organizational boundaries. This theme was particularly relevant given the study’s transboundary nature. It explored how routines may be used to disseminate knowledge across the organization, as well as alternative mechanisms for doing so. In other words, it addressed how knowledge could be transferred from employees in local units to personnel abroad. Including this aspect in the interview guide was essential in determining whether the international dimension of the conceptual framework could be empirically supported, that is, whether knowledge, in the form of routines, facilitates its dissemination across the organization. Ultimately, the interview guide concluded by prompting interviewees to reflect on potential challenges in their current approach and whether any improvements could be made. These questions provided a final opportunity for participants to offer concluding remarks regarding future approaches to address ongoing challenges with knowledge retention, potentially also shedding light on possible changes related to the themes discussed. For instance, even if companies were not currently making use of routines, it could be something that they deemed important to implement in the future, thereby offering additional valuable insights related to the study’s core themes. 3.2.3.2 Operationalization of the Interview Questions In addition to structuring the interview guide around the aforementioned themes, the questions were also curated in a way to ensure that they were free from any ambiguity, to not obscure participants’ understanding of what was being asked. As a result, any potential terminology which could be perceived as confusing or complex to the interviewees were deliberately replaced. For example, instead of asking about knowledge accumulation or knowledge retention, such phrases were intentionally substituted with 22 more easily-understood conceptualizations of the same thing. This included asking interviewees about how they ‘captured’, or ‘preserved’ knowledge. By articulating the questions in a clear and accessible way, the intention was to help participants more easily understand the underlying intent behind the question. This reflects Bearman’s (2019: 7) emphasis on the importance of phrasing phenomena in ways that resonate with those being studied. For instance, by saying that something is ‘captured’ or ‘preserved’, most people would likely associate it with someone figuratively taking something into possession or storing something for a long time. Thus, it was considered fundamentally important to use universally understandable representations of key concepts in order to more effectively communicate the intended meaning of the questions. Another example of this included the concept of international embeddedness, which referred to the ways in which knowledge can be disseminated and standardized throughout the organization. To express this colloquially, participants were simply asked how knowledge from one location could be made into a standard throughout the organization. This approach allowed the questions to more effectively convey the underlying purpose of each theme, while avoiding confusion that might arise from the use of complex or technical jargon (Bell et al., 2019: 261). 3.2.4 Semi-structured Interviews For the data collection phase, a semi-structured interview design was employed. The rationale behind this choice stemmed from the desire to provide participants with sufficient flexibility to express themselves unencumbered, while still keeping a structure to the conversation. Compared to a more structured interview format, which risks aligning more closely with a quantitative research design, unstructured interviews allow for more open conversations that better capture the perspectives of those being studied (Bell et al., 2019: 369). As a result, while semi-structured interviews share some structural characteristics traditionally associated with quantitative interviewing, they remain grounded in quantitative research, as they still allow participants to fully express their world views freely (Bell et al., 2019: 436). By not 23 straying too far from the predetermined interview guide, which reflected the main themes of the study, the semi-structured interview design ensured that the data collected would be sufficient to adequately answer the research question at a later stage. 3.2.4.1 The Actual Interviews Interviews were conducted either in-person, frequently at the participants’ corporate offices, or online via Microsoft Teams. The respective choice of format was primarily based on the preferences of each interviewee. However, exceptions to this were made when it was geographically impractical to conduct in-person interviews. All interviews were also audio-recorded with the participants’ permissions. Consent for this was requested both during the email correspondence prior to the interview, and once again immediately before the session began. In this way, interviewees were rendered an additional opportunity to reconsider their decision in case they no longer felt comfortable being recorded. While this did not pose an issue to the present study, as all participants were very accommodating, it is important to acknowledge that concerns about being recorded are a common reason why some participants will decline such a request (Bell et al., 2019: 445). The interviews also followed the same outline put forward by the predetermined interview guide, which provided a sense of direction throughout the conversations. While it was important to allow data to emerge organically (Bell et al., 2019: 445), the use of an interview guide proved useful in redirecting the discussion back to the main themes whenever necessary. As a result, the interview sessions still allowed for considerable flexibility to diverge from the set questions when participants introduced relevant subtopics or when it was appropriate to ask follow-up questions that were not included in the guide. Moreover, the interviews were conducted in Swedish, the native-language of all participants. This decision was driven by both practical and strategic considerations, as it enabled participants to express themselves fully and freely, without any linguistic impediments, potentially contributing to deeper reflections. This aligns with the findings of Welch and Piekkari (2006: 425, 428) who reported that many researchers perceived the use of interviewees’ native languages as facilitating trust and enabling richer, 24 more nuanced descriptions during interviews. Similarly, contextualization was frequently also used to elicit richer descriptions. For example, when a question appeared ambiguous or unclear for participants, it was contextualized by either offering a fictitious example or referencing a situation that they had previously described. This approach helped interviewees better understand the nature of the inquiry. Finally, the interview sessions formally ended once the recording had ceased. However, a brief post-interview discussion, in the form of a debrief, would invariably follow. This off-record conversation gave participants the opportunity to share any concluding reflections or inquiries regarding the themes that were discussed. During this stage, interviewees were also informed about the next-coming steps in the research process, such how the material will be processed, and their inherent rights as participants. In general, the interviews lasted approximately 25-35 minutes, excluding the debriefing. While this may be perceived as relatively short, it is important to note that none of the respondents were able to answer questions related to the use of routines. As illustrated in Appendix 1, several questions were dedicated to this theme, indicating that the limited responses were not a result of a lack of inquiry. Although participants’ answers became less nuanced, or altogether absent, when the discussion shifted toward the later themes, they were diligent in responding to those addressed earlier. This reinforces Bell et al.’s (2019: 448) argument that the length of an interview should not be assumed to determine its quality. Although it may be met with criticism that greater efforts were not made to address the lack of responses on certain themes, it was evident that pressing further would have offered little added value. Continued persistence in probing, particularly regarding topics such as routines, would likely have resulted in overly leading questions. This, in turn, could have negatively affected the study’s credibility, as such questions would risk steering interviewees toward directions they were not naturally inclined to explore on their own (Bell et al., 2019, p. 260). As a result, this approach would potentially undermine the core aim of qualitative research by distorting participants’ real perspectives (Bell et al., 2019: 366). Consequently, no follow-up correspondence was initiated regarding any theme. Rather than viewing this as a limitation, the 25 absence of responses may, in fact, offer a more revealing indication of the gap between theory and practice in knowledge retention. 3.2.4.2 In-person vs Digital Interviews As previously mentioned, the interviews were either held in-person or online via Microsoft Teams, depending on interviewees’ own preferences and the geographical feasibility of a face-to-face meeting. One apparent advantage of the latter, which Bell et al. (2019: 453) also notes, is the significant time and cost savings incurred from not having to travel to geographically distant participants. In fact, it was very convenient to use Microsoft Teams, as the interviewees were already familiar with the software through their workplaces. While the platform offers a video recording function, it was deemed unnecessary to include visual representations of the interview, as this could have made some participants uncomfortable. Instead, all interviews were audio-recorded using external recording equipment. Although there is limited empirical evidence suggesting that online interviews pose any significant disadvantages compared to in-person meetings (Bryman & Bell, 2019: 259), an issue that did arise was the tendency to accidentally interrupt interviewees too hastily, particularly when a natural pause in their speech was misinterpreted as the end of a response. Unlike in-person interviews, it was more difficult to identify social cues, such as body language or verbal signals, that might otherwise indicate when an interviewee intends to continue speaking after a moment of reflection. However, this appears to be a common issue with online interviews, as both interviewers and interviewees often find it difficult to recognize visual or auditory cues of the other person (Bryman & Bell, 2019: 259). One strategy used to address this issue was to respond cautiously, allowing a brief pause before replying to ensure that interviewees had fully completed their thoughts. This approach helped avoid unintentionally speaking over participants who may have needed a moment of reflection before continuing. While it was not a perfect solution, it was considered better to adopt a mindset of speaking too little rather than too much, in order to give participants the space to share deeper insights. 26 3.2.5 Critical Reflection of the Methods used for Data Collection While the chosen methods enabled a nuanced understanding of participants’ perspectives, consistent with the objective of qualitative research, they were not without limitations. A classic critique of qualitative research is that its findings are considered too limited in its application beyond the unique contexts of the selected samples. More specifically, critics often question the generalizability of the findings due to the typically smaller sample sizes used (Bell et al., 2019: 374). Although this is a valid concern, it arguably misunderstands the intent of qualitative research, which is not to produce empirically generalizable results, but rather to generate theoretical generalizations (Bell et al., 2019: 375). In fact, empirical generalizability is not guaranteed even in quantitative research, despite the use of traditional probability sampling methods (Bell et al., 2019: 201). As succinctly put by Bell et al. (2019: 201), regardless of the chosen research approach, whether it may be qualitative or quantitative, the empirical findings can never be assumed to be applicable beyond the sampled population. In other words, while this is indeed a limitation, it is not necessarily inherent to the chosen research approach alone. While it may be easy to justify certain methodological limitations, it is equally important to be fully candid about what could have been improved, in order to critically evaluate the methodological choices in a genuinely reflective manner. For that reason, it is worthwhile to consider the potential limitations of a deductively oriented research approach and the use of semi-structured interviews. Starting with the former, as previously discussed in section 3.1, qualitative research can certainly adopt a more deductive orientation (Bell et al., 2019: 36). However, a notable caveat of this, especially combined with the chosen interview method, is the risk of losing part of what constitutes the core essence of qualitative research. Succinctly put by Bell et al. (2019: 437-438), If it is important to the researcher to gain a genuine understanding of the world views of members of a social setting or people sharing common attributes, an unstructured interviewing approach may be preferable. With a more unstructured approach, the researcher is less likely to come at 27 participants’ world views with presuppositions or expectations and is more likely to see things as the participants see them. While both methodological choices were appropriate for the specific purpose of the present study, a notable constraint lies in the degree of structure imposed. By having established a research agenda early on, consistent with the deductive approach, and employing a relatively structured interview format for data collection, there was an inherent risk of limiting the depth of understanding of participants’ social worlds. This raises the question whether the methods fully succeeded in capturing participants’ worldviews in their entirety. That said, efforts were made to mitigate this limitation. For instance, by including various open-ended questions in the interview guide, participants were given the opportunity to elaborate freely and provide rich, in-depth answers. To counterbalance these limitations, it is worth noting that, although the semi-structured interview format has certain shortcomings, it also serves as a significant strength. In fact, according to Bell et al. (2019: 438), If the researcher is beginning the investigation with a fairly clear focus, rather than a very general notion of wanting to do research on a topic, it is likely that the interviews will be semi-structured ones, so that the more specific issues can be addressed. Since the study began with a well-established idea of what it sought to investigate, rather than allowing the data to entirely dictate the direction of the research, the semi-structured interview format was well aligned with the study’s purpose and objective. Another strength inherent in the methodological choices was the use of a purposive sampling approach. While probability sampling is indubitably valued for its use of random participant selection (Bell et al., 2019: 193), the sampling approach used in this study allowed for the strategic selection of individuals that were deemed relevant to the research aim. However, a trade-off of this choice was that the identification of relevant cases was largely contingent on companies that were already known, either for their public visibility or their geographical proximity. This 28 demonstrates that there are both strengths and limitations inherent in all methods, regardless of which methodological strategies are employed. Ultimately, what matters the most is that the chosen methods are well-aligned with the nature and objectives of the research. This is where their true strength lies. 3.2.6 Transcriptions After the interviews were conducted, the recorded material was transcribed into written form. Each audio file was initially processed via Microsoft Word, through its automatic transcription function, which generated a rough draft of a verbatim account of the interview. Although this provided a useful starting point, in the form of a semi-finished transcript, it still required extensive manual refinement through repeated comparison between the audio recordings and its written form. As with any transcription process, this was a rather time-intensive phase of the research (Bell et al., 2019: 446). However, to work more time-efficiently, any irrelevant parts of the interview were deliberately omitted from being further transcribed in more detail, per the recommendation of Bell et al. (2019: 448). This included any redundancies, in the form of long tangents, filler words, false starts or instances of unfinished sentences made during the interview. Indubitably, this significantly improved the readability and clarity of the transcripts, while still preserving the original intentions of the participants’ responses. In fact, this is a common practice aimed at ensuring both conciseness and comprehensibility (Bell et al., 2019: 447). Once the transcriptions were completed, the material was sent to the interviewees for review, along with the audio recording. If any follow-up questions arose during the transcription process, typically to clarify some parts of the interview, they were also included in the correspondence. Participants were then given the opportunity to review the edited interview transcripts and approve of their content. If any incongruence was identified between what was stated during the interview and what written in the transcripts, revisions were made accordingly. This was a crucial step to ensure that any potential quotation would succeed in accurately capturing the insights of the participants. Following this approval, relevant 29 excerpts from the transcripts were then translated into English for use in the results section. All translations were the author’s own. In general, participants were contacted again approximately two weeks after their respective interviews, although this varied depending on when the interview was conducted. Naturally, the first interviews had longer processing times, as other interviews were conducted concomitantly. Similarly, the time required for transcription varied depending on differences in interview duration, redundancy, and clarity, all of which influenced the extent of manual refinements needed. 3.2.7 Ethical Considerations in the Data Collection As researchers, there is a great responsibility toward those who entrust them with their insights. It is therefore of paramount importance to ensure that this trust is not taken advantage of in any way. This holds true regardless of what research method may be employed. Indeed, it would be incorrect to assume that certain methods would be more immune to ethical concerns than others (Bell et al., 2019: 111). While ethical research principles are most prominently applied during the data collection stage, this study has consistently adhered to ethical standards throughout all phases of the research process. Specifically, participants were always given agency to decide upon their own conditions of participation, from the initial point of contact to the final phase of their involvement. 3.2.7.1 Pre-interviews Upon initial contact with potential interview candidates, they were provided with a general introduction to the researcher, the overarching purpose of the study and key information regarding the conditions of participation. To avoid overwhelming them at this early stage, the focus was primarily on communicating the general scope of the research and informing them about their right to anonymity. Ensuring the confidentiality of the research participants was a central ethical consideration, aimed at protecting both their identities and their respective workplaces (Bryman & Bell, 2019: 57). It also served as an indirect 30 means of enhancing the overall quality of the research. By guaranteeing anonymity, participants were given the opportunity to speak more freely, without fear that sensitive information could be traced back to them by external actors. This reflects a commonly applied ethical practice in qualitative research, as illustrated by Bell et al. (2019: 116), where participant anonymity is seen as essential to creating an environment free from the fear of identification that might otherwise lead to self-censorship. To also ensure that all candidates received the same core information, a standardized template was employed to maintain consistency. However, slight alterations were made depending on the context of each interaction. For instance, when contacting someone for the first time, the template was used extensively, whereas it was followed more modestly in cases where a prior conversation had already taken place. This ensured a consistent standard of communication across all candidates. In other words, no participant received an alternative version of the information that could have influenced their understanding of the study or their decision to participate. Whenever interviewees progressed to the second stage of the email correspondence, they were provided with more detailed information regarding their participation along with the interview guide. This included information about their right to withdraw from the study at any time and their ability to amend, elaborate on and retract statements made during the interview. They were also informed about how the collected material would be handled and asked if they consented to the interview being audio recorded. As aforementioned, the interview guide was also attached to the email at this point in time, offering a transparent overview of the questions they could expect. In doing so, the participants were rendered adequate information to make an informed decision regarding their involvement. As Bryman and Bell (2019: 52-53) emphasize, this is a fundamental component of respecting the rights of research participants. 31 Although there was a clear personal interest in securing interviews, considerable efforts were made to avoid projecting any expectations onto potential participants. At no point was it the intention to make them feel pressured to accept the request. On the contrary, it was consistently emphasized that their decision, regardless of outcome, would be fully respected and understood. There was also a conscious choice to always respond to all candidates, even in cases where they declined participation after the initial contact. This was done to ensure that their decision was acknowledged and not invalidated through silence. In this sense, participation in the study was always on the interviewees’ own terms. Additionally, no further contact was made with individuals who had not responded after the initial attempt of communication. Having said this, a follow-up message was only sent to those who had previously expressed an interest in scheduling an interview, serving as a friendly reminder rather than a form of pressure. 3.2.7.2 During Interview Sessions During the interview sessions, whether this would be on-site or online, the interviewees would once again be asked to confirm their consent to the recording of the conversation. If this was allowed by the participants, the interview would proceed to get audio recorded. Upon completion of all questions, each session would be concluded by reiterating some of the key information they already had been informed of on previous occasions, as a part of the debriefing. This included their rights to amend, elaborate on, or entirely withdraw any statements made during the interview. 3.2.7.3 Post-Interviews After the interviews had been transcribed, each interviewee would receive the transcription of their respective session via email. Along with the message, they were once again informed of their rights to amend, elaborate on, or withdraw statements. At this stage, participants were given the opportunity to correct any inconsistencies in the interpretation of their statements. This ensured that the material did not unintentionally misrepresent what the interviewees had conveyed during the interviews, rather than being 32 true to the nature of their accounts. However, if there were any feedback pertaining to the transcription, appropriate revisions would be made accordingly. It was not until participants had approved the transcriptions that it proceeded to be used in the research. Moreover, the interviewees were granted full confidentiality, as promised in advance. In alignment with the ethical guidelines outlined by Bryman and Bell (2019: 57), each participant was assigned a unique code name to protect their anonymity throughout the research process. Only their professional titles were included, solely to provide transparency regarding the types of individuals who were interviewed. As a final ethical consideration, the completed thesis was shared with all participants. Providing them with this opportunity enabled participants to see the outcomes of their contributions and, potentially, benefit from the insights generated. This was regarded as a meaningful gesture of respect and appreciation for their involvement. In conjunction with this, participant data, such as audio recordings, were also deleted, with the exception of anonymized transcripts, which were retained to enhance the dependability of the research and to allow for potential audit, if deemed necessary. In conclusion, participants were given multiple opportunities to provide their ongoing consent throughout the entire research process. As a researcher, it is crucial to not risk treating ethical considerations as a one-time obligation, but rather as a continuous responsibility. This approach aligns with the perspective of Bell et al. (2019: 112), who has called into question the more lax positioning to ethical research. Guided by this view, ethical reflection was present at every stage involving the participants. This ensured that ethics remained embedded throughout the research process, rather than being neglected along the way. Participants were also transparently informed about the study’s purpose, how the collected material would be handled and their rights as participants. By being sincere and transparent about these aspects from the outset, participants were able to make well-informed decisions regarding their involvement (Bell et al., 2019: 118). Taking all this into account, the research can be considered to have adhered to high ethical 33 standards, in the sense that it was grounded in informed, voluntary and continuous consent from the participants throughout the entire process. 3.3. Data Analysis 3.3.1 Thematic Analysis Once the empirical data had been collected, it was analyzed using a thematic approach. The rationale for this methodological choice was based on its aptness in regard to the research aim. As the purpose of the study was not to inductively develop a new theory, but to examine whether the empirical findings could support the proposed extension of HRM theory, this method for data analysis was deemed the most appropriate. While thematic analysis is broad in terms of how themes can emerge from the empirical data, this study employed a theory-driven approach, wherein themes derived directly from the conceptual framework (Bell & Bryman, 2019: 519). Accordingly, the analysis was guided by these predetermined conceptual themes, which were explicitly drawn from the framework and its underlying literature. Unlike more common approaches to thematic analysis, such as identifying themes based on repetition across cases, this theory-driven approach ensured that the analysis remained focused and anchored in the research objective (Bell & Bryman, 2019: 519). Consequently, only the most relevant empirical findings were analyzed through the conceptual themes, rather than extending the scope to include arbitrary or thematically irrelevant data that merely occurred frequently across the cases. In this way, the analysis remained consistently aligned with the research purpose. In practice, the analysis began by identifying themes that corresponded to the conceptual model and its underlying theoretical concepts. For each body of literature synthesized in the conceptual framework, a corresponding theme was developed. Given the study’s clearly defined focus from the outset, in line with its deductive orientation, this process was largely intuitive. As a result, the final themes, which included knowledge identification, routinization of knowledge, and support for the practical enactment of routines, 34 emerged organically and were well-aligned with the purpose of the study. In more detail, the data analysis was inspired by Endenich et al. (2022: 573-574), who employed a structured and sequential method for analyzing interview data. Their process followed a multi-level approach, characterized by the progressive refinement of raw data, from concrete respondent quotes to increasingly abstract and conceptually sophisticated interpretations at each stage of the coding process. While this approach served as a valuable source of inspiration to guide the data analysis, it was not followed rigidly. Instead, it was adapted to better suit the specific aims and empirical context of the present study. Consequently, two notable differences emerged between the two approaches. First, unlike Endenich et al.’s (2022: 573-574) inductive approach to data analysis, this study adopted a more deductive process. While codes were still generated inductively from the empirical material, this was done in relation to the predetermined themes developed from the conceptual model. As such, the analytical interpretations of the material were in turn generated deductively. Second, the analytical process was not as elaborate as that of Endenich et al. (2022: 573-574), who triangulated primary and secondary data in order to expand or substantiate the inductively developed codes. This was primarily because the study did not rely on secondary data as part of its data collection strategy, and thus could not engage in triangulation in the same way. As a result, the analysis concluded once the first-order codes had been interpreted through the lens of the conceptual themes. In this sense, the approach represents a simplified adaptation of the method employed by Endenich et al. (2022: 573-574). 35 Figure 6 Outline of the Systematic Approach to Data Analysis Note. Figure inspired by “Wait-and-see-ism as partial adoption of management practices: The rise and stall of integrated reporting,” by C. Endenich, R. Hahn, D. Reimsbach, and C. Wickert, 2023, Strategic Organization, 21(3), pp. 566-595. As visually illustrated in Figure 6, the first step in the data analysis involved developing first-order codes inductively from the empirical material (1). As previously noted, these codes were not generated through open coding in a strict sense, but were guided by their relevance to the study’s predetermined conceptual themes. Following this step, the first-order codes were filtered through the predefined themes (2), which in turn formed the foundation for the final thematic analysis of the findings (3). While this represents the 36 final outcome of the analysis, it is important to acknowledge that the verbatim quotes, which form the basis for the first-order codes, serve as an essential antecedent, illustrating the empirical grounding of the findings. Table 2 Outline of Table Supporting First-order Codes First-order Code Verbatim Quote 1st Inductively Generated Code Verbatim Quote Supporting the from Empirical Data Generated First-order Code 2nd Inductively Generated Code Verbatim Quote Supporting the from Empirical Data Generated First-order Code 3rd Inductively Generated Code Verbatim Quote Supporting the from Empirical Data Generated First-order Code Note. Adapted from Business Research Methods (5th ed., p. 155), by E. Bell, A. Bryman, and B. Harley, 2019, Oxford University Press. Copyright 2019 by Oxford University Press. As shown in Table 2, the first-order codes were developed based on representative quotes from the participants. This process began with a manual review of the empirical material, particularly the results section. Since the empirical results were already organized thematically, based on inductively generated themes, it was only natural to begin the coding process there. This step was relatively straightforward, as the results were already rich in participant quotations and structured according to thematic relevance. However, to identify additional supporting quotes that were not included in the results section, the 37 original transcripts were revisited to identify additional relevant excerpts. Despite the fact that Endenich et al. (2022: 574) employed a more elaborate table to illustrate the progressive refinement of the empirical data through multiple coding layers, the nature of the study’s analysis was considerably simpler. For this reason, the format proposed by Bell et al. (2019: 155) was more suitable, as it better aligned with the level of analytical complexity in this study, in contrast to the multi-layered explanation used by Endenich et al. 3.4 Quality Criteria Traditionally, reliability and validity have served as the primary benchmarks for assessing research quality. However, as many qualitative researchers have questioned the applicability of these criteria to their work, alternative approaches for evaluation have consequently emerged (Bryman & Bell, 2019: 204). One of such alternatives is the concept of trustworthiness, which comprises four key elements, namely, credibility, transferability, dependability and confirmability (Bell et al., 2019: 363). 3.4.1 Credibility Credibility refers to the extent to which research accurately reflects the experiences and perspectives of participants (Bell et al., 2019: 363). Given that phenomena can be experienced and interpreted in various ways, the understanding of the social world is intrinsically subjective. Researchers must therefore strive to provide a truthful and faithful representation of the individuals involved in the study (Bryman & Bell, 2019: 204-205). A common practice to enhance the credibility is to seek confirmation from participants regarding the researcher’s interpretation of their statements. If the researcher has failed to properly capture their perspectives, participants are given the opportunity to voice those inaccuracies (Bryman & Bell, 2019: 205). This process, commonly referred to as respondent validation or member validation, enables the researcher to make necessary revisions to the material, thereby helping to ensure that the final account remains consistent with the participants’ understanding of the phenomenon under investigation (Bell et al., 2019: 363). In practice, credibility was strengthened by applying this very approach. 38 By allowing participants to review their interview transcripts before the material was used in the study, it was possible to ensure that their perspectives were accurately represented. This gave them the opportunity to clarify, elaborate on or retract any statements made during the interview. If the participants perceived the transcriptions as inadequate in capturing their intended meaning, appropriate revisions were made accordingly. This feedback loop ensured that the research findings were grounded in an accurate interpretation of the participants’ perspectives. However, a potential limitation of the chosen methods was that the transcripts were edited into a clean verbatim format. While this enhanced the clarity and coherence of the material by removing a lot of redundancies, it may have unintentionally altered the nuances of participants’ expressions, thereby risking distorting aspects of the original content. Another factor that may have affected the authenticity of the respondents’ accounts was the translation of certain quotations into English. Since all interviews were conducted in Swedish, the native-language of participants, certain nuances may have been lost in translation, particularly in cases where no direct equivalents existed for specific terms or expressions. 3.4.2 Transferability Transferability refers to the extent to which research findings can be applied to other cases beyond the original study. For such transfers to be possible, researchers must provide so-called thick descriptions of participants’ contextual backgrounds, allowing others to decide for themselves if the findings are relevant to their specific circumstances (Bell et al., 2019: 365). As Lincoln and Guba (1985: 316) point out, the extent to which findings may be applicable in other contextual settings is largely dependent on the degree of similarity between the original case and those who seek to apply the findings anew. Although thick descriptions are fundamental to enhancing transferability, this conflicted with the ethical commitments of the study. Because the research was guided by a deliberate decision to maintain a high level of confidentiality for all participants from the outset, the study refrained from providing any 39 contextual information that could risk revealing identifying characteristics. This ethical stance was important to honor, as all participants had agreed to take part in the research under the assurance that their anonymity would be protected throughout the process. The overall aim was to ensure that nothing in the data could be traced back to individual participants or their respective workplaces. In retrospect, this ethical consideration may have limited the ability for others to assess whether, and to what extent, the findings are applicable to their own contexts. Nonetheless, this was considered a necessary trade-off to maintain a high standard of ethical integrity. 3.4.3 Dependability and Confirmability Dependability is closely linked to the overall trustworthiness of qualitative research and can be strengthened by making all documentation related to the research process available for external scrutiny (Bell et al., 2019, p. 365). This is often facilitated by a use of a so-called inquiry auditor, who examines the researcher’s procedures and assesses whether the findings, interpretations, and recommendations are supported by the underlying data (Lincoln & Guba, 1985, p. 318). While a formal audit was not conducted as a precautionary measure, all phases of the research process were nonetheless extensively documented in case such a review should ever be deemed necessary. Confirmability, on the other hand, refers to the researcher’s objectivity. While complete objectivity is unattainable (Bell et al., 2019: 37), regardless of research approach, researchers are nonetheless expected to act in good faith and minimize any personal biases that may influence the research (Bell et al., 2019: 365). As Bell et al. (2019: 38-39) succinctly explain, it is natural to carry a range of subconscious values and biases shaped by one’s life experiences, which likely influence not only how we see things, but also what we see in the first place. As a result, it can often be difficult to detect when such biases may arise. One measure that was actively followed throughout the research process, however, was the consistent reflection on the choices and interpretations that were made. By becoming more aware of the reasoning behind these decisions, greater confidence could be placed in the belief that they, to a large extent, were 40 not shaped by any personal bias. While it is not possible to entirely eliminate subjectivity, this practice indubitably contributed to enhancing the overall confirmability of the research. 41 4. Results 4.1 Identification of Employee Knowledge 4.1.1 HR Systems One way in which the organizations identified employee knowledge was through the use of HR systems. For both R3 and R5, such software served as an effective tool for locating relevant expertise across the organization for various projects and vacancies. In this sense, HR systems functioned as repositories of employee competencies, making it easy to search for specific knowledge when needed. Once we manage to enter […] [the information] into the HR system, it will be there[,] and we will be able to search in many different ways. For example, if I need someone who speaks … [a certain] language[,] I can search on language. Then we can find the person who can help us with translation[,] or if we need someone skilled in project management to start a new project[,] […] we have someone internally we can utilize. (R3) Such a capability was also highlighted as particularly important for R5 in identifying employee knowledge within the organization’s international workforce. By having an accessible system, knowledgeable employees could be distinguished from the broader employee pool and selected for positions where their expertise would be especially valuable. We have a lot of ongoing projects, both locally and globally[,] that people are involved in[.] [By using the HR system] […] it becomes easier for everyone to search for specific competencies. [...] The ambition is to be able to retrieve that kind of information across different areas. We have started, for example, with some leadership programs. We register participants there, which means that when we have international positions to fill, we can see what strengths we can draw from this 42 pool. This way, you can be more spot-on in selecting who you would like to interview or headhunt. (R5) Notably, this approach to identifying knowledge was relatively new to both respondents, as they had only been using their HR systems for about two years. While the system was a recent addition for both, R3 noted that they had used a different system prior to implementing the current one. R3 also emphasized that their “HR system [...] is relatively new [...] so it is continuously being developed ”. This sentiment was echoed by R5, who similarly disclosed that they were still in the process of becoming accustomed to the system. Our HR system has been in use for almost two years now, which means it still feels somewhat new and complicated[,] [people] are not yet fully accustomed to it, so we need to teach the organization that this is the platform they should be using. [...] So we are also facing a small change journey. [...] In the long run, I believe we will use it more effectively and that it will become established as a natural part of our work. (R5) Similar to R5, R3 was still in the early stages of utilizing the HR system. The novelty of the system was evident, as R3 repeatedly indicated that they had not yet fully explored how it could be used to identify knowledge across the organization. For example, when asked what types of knowledge were registered in the system, R3 admitted that they had not yet decided what information to enter. As R3 summarized, they “were not there right now”. While R5 had come a bit further in their implementation process, they still faced challenges with the system: “I would also say that [our] systems are […] a bit rigid and clunky, which means they [have not] […] become as dynamic as we would like them to be”. While the respondents resembled one another in some respects, their approaches to the HR systems differed in terms of accessibility and responsibility. Within R5’s organization, employees could independently add their 43 competencies into the system, making them visible to others and directly searchable. In this way, the responsibility was delegated to the employees themselves. [W]e have a HR system where you actually can add the skills and competencies you possess. It is absolutely not a demand, rather you can if you want to. [...] It is based upon voluntary initiative and willingness to share from employees. [...] It is up to the individual to make that decision[.] It’s not something we force, but some people engage more and think it is really exciting. Others might be more reserved. It could also be competencies that you have but simply do not want to work with, which means that you choose to not showcase them there. (R5) In contrast, R3 reported that competencies, including knowledge, were instead added by the HR department, based on information accumulated from employees’ performance reviews with managers. HR has now access to the employee performance reviews, so the first step is probably to read the final question from […] [them], which specifically concerns what knowledge we have. I think that is where we can capture knowledge. (R3) A commonality between both respondents was their use of HR systems to locate employee knowledge within the organizations, primarily for identifying suitable individuals for specific projects and positions. What distinguished the two, however, was the way knowledge was entered into the systems, and consequently, who held the responsibility for ensuring that this process was carried out. Both respondents were also in the early stages of their implementation process, which presented distinct challenges related to the novelty of the systems. 44 4.1.2 In-person Knowledge Identification Another way of identifying knowledge, beyond the use of HR systems, was through various in-person forums. When asked whether there were specific occasions for capturing employee knowledge, R3 responded that they did so through physical meetings. All departments also have weekly meetings. We always start the week on Monday with a meeting where we discuss various things that are happening. We talk about what is coming up that week[,] and it is an excellent opportunity to reflect on questions [on how to improve][.] [...] We engage in a lot of discussions[,] often through in-person meetings. Our management and different levels of leadership also have external meetings. They spend several days together in workshops specifically to plan how we should move forward or which processes we need to change. [...] From experience[,] such matters tend to emerge during meetings. (R3) Physical meetings were not unique to R3, but were also identified as a primary approach by R7. They disclosed that meetings served as their main method for identifying employee knowledge. While these meetings provided an opportunity for employees to share their expertise with others, the approach relied heavily on employees’ own initiative to actively do so. We always have a sheet hanging in the production area for questions to bring up at the next group meeting[.] [Employees] [...] write down their [suggestions] [...] there, and then we raise the questions when everyone is gathered[.] In production[,] everything is about timing. It is often small details [stemming from such suggestions] [...] that can make a big difference for the final product. [...] [Otherwise] [...] we do not have a good system for capturing things that come up from [those that are working]. (R7) 45 In contrast to the others, R1 explained that employee knowledge was captured within departments on a country-by-country basis through district representatives. Within each district, employees could share their knowledge within so-called reference groups, and each representative would then relay this information with the broader group of representatives through meetings. In this way, knowledge could be identified and shared across the organization within each respective department. [We] have various [...] reference groups across the entire country and across the company. For example[,] within reception there is a reference group for [all] receptionists [in Sweden] [which comprises] [...] four districts each [...] having one representative. [The representatives] meet regularly, [...] but they also meet within their districts. These meetings are [...] opportunities to capture new knowledge and new ideas[.] (R1) Additionally, respondents also captured knowledge through employee performance reviews. Rather than relying on initiative-based sharing, employees were directly encouraged to make their knowledge known. For R3, this process took place annually, where targeted questions during the review helped uncover important knowledge that employees had not yet shared. We capture knowledge within our organization through employee performance reviews. We have a set of questions that are asked every year[,] and one of them specifically addresses what additional skills or knowledge an employee has beyond their current role. [This helps us identify] [...] if someone might be interested in doing something else or has particular expertise in another area. (R3) By combining initiative-based knowledge sharing with a direct prompting approach, R4 employed a mix of the strategies described by previous respondents. Specifically, R4 relies on mandatory employee 46 performance reviews, where employees are directly asked about their expertise, as well as on more informal conversations where such knowledge may emerge naturally. [W]e also have annual employee performance reviews[,] which are mandatory. But I know that most managers also have more continuous conversations[,] [which constitute] [...] forums for capturing knowledge as well. In the appraisal templates, there are also questions [regarding] [...] what we can improve[.] So that is another forum where knowledge can be captured[.] [There are also] [...] staff meetings with different focus areas. So there are forums in place. Employees do not necessarily have to actively approach their manager, there are established meetings where they can raise such matters. (R4) Based on respondents’ answers, it was evident that physical forms of knowledge identification, primarily through various types of meetings, were commonly used. Although these in-person meetings served the same purpose, namely capturing employee knowledge, their design and structure varied. While some organizations had implemented scheduled meetings specifically for this purpose, in others, knowledge capture occurred more spontaneously, as the need naturally emerged. 4.1.3 Knowledge Identification through Line Management A common denominator across the majority of cases was that various forms of line management were reported to play a role in the identification of knowledge. The role of line managers was stated, both directly and indirectly, as an essential part of enabling the capture of employee knowledge. While the extent of this involvement varied across cases, R4 reported that the responsibility was explicitly placed on managers. We have almost 3,000 employees, and it is hard to capture everyone’s knowledge[,] so the responsibility has to be placed on the managers. [W]hen it comes to the employees[,] our role [as 47 HR] is more about providing the managers with the right tools on how to build a learning organization, or how to work to capture knowledge and identify competent individuals. [However] [t]hey are the ones working closely with their teams. (R4) Similarly, R2 highlighted the role and responsibility of managers in identifying knowledge within the organization. In their case, managers were regarded as essential for unveiling tacit employee knowledge as such knowledge risked being lost without their active efforts to capture it. [K]nowledge that comes from experience, from having worked for a long time, it is harder to identify and extract I think[,] unless the manager actively identifies it and then works to encourage that person to share their knowledge [with others]. (R2) Instead of actively seeking to capture employee knowledge, R7 emphasized the importance of creating an appropriate work environment where employees feel free and motivated to share what they know. In contrast to the more hands-on approach, this method relies on creating a workplace that is conducive to knowledge sharing. In this way, the respondent was able to indirectly contribute to the same outcome. [Y]ou also have to actively encourage that kind of culture, it is my job to make sure that everyone dares to say what they are thinking and what they are reflecting on. There are no bad suggestions. It is about creating a culture where people feel free to throw out any ideas[,] and it’s my responsibility to ensure that this culture exists. [...] I frequently encourage employees to express what they would like to do, and then we can see what we can do about it. (R7) On the other hand, some respondents indicated that the responsibility for knowledge identification was shared across multiple departments, extending beyond just line management. For R5, much of the employees’ knowledge was naturally identified by recruiters through their first-hand experience with 48 them. By way of recalling employees’ competencies from memory, knowledgeable individuals could be selected when needed. There is also a lot of knowledge [about employees] held by the recruiters who have reviewed [their] CVs, meaning much of it remains stored in their muscle memory. For example, they might remember that a particular person possesses certain [competencies][.] [...] Then there are also the managers[,] who are a great asset if you need [to identify] something specific. (R5) In another case, for R3, it was ambiguous whether the responsibility currently fell on both HR and line managers, or whether this was merely an aspiration for the future. The respondent was unsure how the division of responsibility might develop going forward. The HR system has just launched a new feature called ‘skills’. It is specifically about how we should collect [knowledge][.] [W]e have discussed whether HR should manage it or whether the immediate manager should handle it. [...] That’s where we are at the moment, figuring out how to start. I believe it should be a shared responsibility between HR and the managers. (R3) Meanwhile, R1 reported that the responsibility for capturing knowledge also rested at higher organizational levels, specifically with country-level heads of departments, beyond line management. Although, the respondent did not explicitly say that it is further delegated to managers, it was implicitly suggested. When asked if the responsibility to identify knowledge was placed on each respective employee, R1 explained: [T]he main responsibility always lies with the person who owns the delivery[.] [F]or example [we have a] […] a dedicated person who is responsible for Food and Beverage in Sweden[,] and there is someone in a similar position in each country where we operate[,] but then it is broken down at 49 the departmental level. [.] It is their ultimate responsibility to ensure that what is posted in the community is relevant information and knowledge. So it is their responsibility [to capture employee knowledge]. (R1) Beyond the different structures of responsibility, the respondents also varied in the degree of structure surrounding the forums for knowledge capture. Some followed a more routine-based approach, with scheduled opportunities for sharing, while others allowed it to occur more spontaneously, whenever employees felt they had knowledge worth sharing. In the case of R5, knowledge sharing took place through routine-based instances, once again with an emphasis on the role of line managers in facilitating the process. We have a team that runs Educational Thursdays[,] every other Thursday[,] where the team members take turns sharing what they know and what they are good at with the rest of the team[.] This helps [identify] [and] spread knowledge throughout the team and makes it less vulnerable. It is a fantastic way of working, but it is more of an initiative-driven approach within that particular group, that team, and with the manager. (R5) As a production manager, R7 described organizing multiple, regularly scheduled opportunities for knowledge sharing, tailored to the varying schedules of shift-based employees. I have the entire group, with all shifts included, every other week. Then[,] once a month[,] I meet only with those who work shifts, and once a month I meet only with those who work regular weekdays. We have one shift that only works daytime[,] and another shift that rotates between day and evening hours[,] so there are slightly different group constellations. (R7) 50 This routine-based approach was also applied by R6’s organization, where daily morning meetings created a structured time and space in which knowledge could be identified by the responsible manager. For them, these occasions enabled managers to recognize and capture operational insights as part of everyday practice. Let us say someone works with cranes, specifically in crane production, [and they uncover that] [...] it is very inconvenient [...] to turn counterclockwise instead of clockwise [with the crane], because it takes three minutes longer to go counterclockwise. They [can then] raise that issue during their morning meeting, and then the responsible manager takes that point with them and checks whether they have the mandate to change that working situation, or whether it needs to be escalated further up in the organization. (R6) Although respondents recognized the role of line managers to varying degrees, the structure was not without its challenges, particularly in terms of limited time and resource constraints. In the case of R2, knowledge identification was framed as a question of leadership potential that remained unrealized due to managers’ lack of time to actively lead. When it comes to capturing knowledge[,] it is a matter of leadership and it requires that leaders have the time to actually lead in their daily work[,] which I believe we often lose sight of. There needs to be a clear focus on knowledge capture. However, the current focus has largely been on simply getting through the day. Providing managers with greater opportunities to truly exercise leadership throughout the year, [...] is a crucial [aspect] [...] that we hope to achieve if we manage to bring more stability to our operations. (R2) On the other hand, R4 highlighted the large number of employees as a major organizational challenge, noting that the organization currently lacked the capacity to keep up. It was implied that there was an 51 insufficient number of managers available to adequately address the organization’s need for capturing knowledge. These insights also collectively pointed to a broader issue of both time and resource constraints. I believe that our biggest challenge is that we have so many employees[,] and that we don’t have the [...] capacity to keep up. A lot of the responsibility falls on the managers[,]and they are very capable[,] but a great deal is placed on them, which is of course a challenge. (R4) A remedy proposed by R2 was to give line managers more time to invest in employees’ knowledge. By relieving them of certain burdens, they could be given sufficient time to actively capture employee know-how. This emerged as a potential solution to the question of whether it would be beneficial to facilitate a greater presence of line managers on the floor. Absolutely I really do believe that [...] certain tasks should be removed from them so that they have time to do this. I also think it is important to take stock of what the leaders actually do, because a lot of time is spent on administrative tasks and all these systems that are supposed to work. (R2) The findings show that line managers were often involved in the identification of employee knowledge. While some respondents relied primarily on managers to perform this function, others described arrangements in which additional organizational actors were involved to support this procedure. However, the process was not without complications, as some respondents noted time and resource constraints that limited managers’ ability to actively identify employee know-how. 52 4.1.4 Organizational Coherence in Knowledge Identification When asked whether respondents’ approaches to knowledge identification were coherently applied across the organization, responses were mixed. R5 did not believe that one of their practices was implemented consistently, citing the novelty of the approach as a major contributor to this, and explaining that the main ambition was simply to get things started. Likewise, R7 described the current practices as more intuitive than formalized, explaining: “I think it is just a way we do things. I probably brought a lot of that with me from my previous workplace”. This sentiment was also shared by R2, who disclosed that their location did not apply the exact same approaches as other parts of the organization. Some also work with competency mapping, we do not do that here yet, but many stores do[,] and it is probably something we will start with as well. [The idea is to] [...] try to identify the skills and competencies each employee has[,] in order to determine where additional competence is needed or who could share their expertise with others. We do not do it here yet, but there is such a tool [available]. (R2) By contrast, other respondents described a more consistent and structured approach to knowledge identification. For example, both R3 and R6 indicated that standardized procedures were followed across the organization. I would say so[,] because our operations are a bit like a franchise, like McDonald’s, it should be the same all over the world. Whether you visit a unit in Aarhus, Denmark, or go to Barcelona[,] it should be the same. It is a concept that is meant to work consistently across the entire organization. (R6) The responses indicate that there was not always organizational coherence in the approaches applied across different units for knowledge identification. Rather, those who reflected on this aspect largely 53 agreed that discrepancies existed between their own unit and other parts of the organization. This was the most commonly described pattern among respondents, although some, such as R3 and R6, provided accounts that suggested otherwise. 4.2 Retention of Knowledge 4.2.1 In-person Knowledge Sharing In terms of knowledge retention, R2 describes it as something that frequently occurs from person to person. One example is the use of assigned buddies, where new employees learn the ropes by spending time with more experienced colleagues. While this form of local, small-scale knowledge transfer is part of the onboarding process, it also takes place continuously at the departmental level through everyday collaboration. R2 emphasizes that it is natural to learn from colleagues who have been with the organization longer, and that this approach also helps prevent situations where a single individual becomes solely responsible for knowing about certain areas. Such in-person knowledge sharing is also something that R5 sees potential in, although, in contrast to R2, the respondent does not currently work in this way. In the system there is, for example, the option to offer your services such as sharing your expertise[,] acting as a mentor[,] or simply being someone others can turn to. [However][,] we have not worked with that at all yet, because we are not at that stage. (R5) Another form of small-scale knowledge dissemination is a broader version of the one-to-one interactions described by R2, involving the transfer of knowledge to a larger group. R5 notes that this kind of dissemination occurs when knowledgeable employees are invited to various meetings to present the knowledge they possess. For R6, a similar process takes place, albeit more informally, throughout the work shift rather than through a formal meeting. Akin to R5, R6 emphasizes a more collective approach to in-person knowledge sharing. 54 [I]t is important that all teams work in the same way[.] So it becomes the responsibility of[,] for example[,] the shift manager to bring this forward and ensure that all day shifts adopt the new process, and that those working night shifts and evening shifts also receive the same information. It is about making sure everyone is informed. (R6) Some forms of in-person knowledge dissemination also appeared to reach a regional and national level. For example, R1 described how knowledge was shared through reference groups, where representatives would transfer insights from the regional to the national level and vice versa. Similarly, R2 notes that it was not unusual to contact other units for advice or suggestions on how to solve specific issues. However, these exchanges also seemed to take place within the national context rather than across borders. This form of national in-person dissemination is also something that R4 made use of. I believe they work a lot within their regions, they have meetings either monthly or quarterly where they discuss things[,] and I think they collaborate quite closely. Knowledge can be shared in that way[.] [...] The regional managers also have close cooperation[,] so I believe a lot of knowledge flows through those channels. So if someone has come up with a really great idea that has been successful, I think those are the forums where it gets spread. (R4) What becomes clear from the respondents is that the majority of them apply various in-person channels to share knowledge, whether through one-to-one interactions or from an individual to a collective. One of the most common approaches was to hold different types of meetings where knowledge could be exchanged in person. Although this form of knowledge sharing did not extend beyond national boundaries into an international, cross-organizational context. 55 4.2.2 Knowledge Transfers through Digital Platforms While other respondents, such as R2 and R4, mentioned having access to an intranet, only R1 used it as a primary means of knowledge retention. By using this platform, employees were able to share department-specific knowledge with others in similar roles across the organization. [W]e have an intranet where knowledge sharing takes place to a large extent. [...] Depending on what you work with[,] you can be part of different communities. [W]e have communities for Sweden, but also general ones for the whole firm, where we encourage knowledge sharing. For example[,] [...] everyone working in the restaurant operations [...] has their own community. So when someone comes up with a smart idea, such as reusing the oatmeal from the morning, which is a typical idea, [by] [f]or example making oat cookies or by making granola[,] [...] [i]t gets shared there through videos, pictures, or text. This is one way for us to facilitate the sharing of good ideas[,] which at its core is knowledge. (R1) R1 emphasized their intranet’s user-friendliness as a key advantage. Its intuitive design made it accessible to most employees, as it required no prior technical skills. The threshold for usage was therefore low, requiring nothing more than a phone. R1 even compared it to Facebook, explaining that sharing knowledge was just as simple as posting an update. [I]t is a good and simple platform, because it is so easy to use. If I[,]for example[,] have refined something related to making oatmeal porridge[,] I can just take my phone, film it, upload a recipe[,] and publish it. It is like Facebook, it is that simple because it is user-friendly. So that is a positive thing[.] [...] When our colleagues share on the intranet[,] it does not have to be important knowledge[,] rather it can be something fun or a creative idea, for example[,] this is how I did it. It is much more about inspiration, but that in itself also builds knowledge. (R1) 56 Similarly, R2 also made use of digital tools, however, primarily through Microsoft Teams. This allowed colleagues to stay in contact in real time and share knowledge effectively. However, this form of communication appeared to take place mostly at the regional or national level, rather than beyond national borders. It involved not only employees within departments but also managers across units. This platform thus provided an informal channel for small-scale knowledge sharing. On the other hand[,] we also have Teams forums for many different topics. For example, those working with product quality have a Teams forum that includes everyone in Sweden working with that area[,] and [t]here is a lot of activity there. All department managers also have a Teams chat with others in similar roles[,] so I think we constantly share with each other informally. (R2) Out of all the respondents, only R1 and R2 reported actively using digital tools, such as a corporate intranet and Microsoft Teams, as means of sharing knowledge. While other respondents, including R2 and R4, mentioned having access to an intranet, R1 was the only one who relied on it as a primary channel for relaying knowledge. 4.2.3 Challenges in Small-scale Knowledge Transfers Irrespective of the respondents’ approach to knowledge dissemination, whether this would occur on a smaller scale, either locally, regionally, or even nationally, this was not without its own set of challenges and impediments. These obstacles were often as subjective as the respondents themselves. For example, when asked how others within the organization could access the identified knowledge, specifically via the HR system, R3 admitted to not knowing, as they had not yet familiarized themselves with the system. For R1, the issue was different. Once knowledge was shared on the intranet, there was no control over what happened to it, nor any organized process to ensure it was put to good use. As R1 noted, they ultimately “do not know where [they] end up”. In this sense, the knowledge shared by employees into the organization is without any guarantee that those insights or expertise will be retained or applied 57 meaningfully. Alternatively, R5 pointed to a lack of time for knowledge sharing among colleagues as a major barrier to its realization by explaining that: The problem is that everyone who holds this kind of competency has daily operational work to attend to, which means we cannot expect them to constantly go out and inform[,] or train [others]. So[,] it becomes a matter of demand versus how much time this person actually has[,] and from there[,] you just have to try to manage it as best you can. (R5) R5 also disclosed another challenge inherent to the matter which was the willingness and motivation of employees, but also the time-consuming and exhausting nature of knowledge sharing. There was also a pedagogical aspect involved that further seemed to affect the process of knowledge dissemination. It is really about finding the right balance between obligation and willingness. Sharing one’s expertise can also become very exhausting if I am expected to do it all the time. There needs to be a sense of motivation and willingness involved, and there also needs to be some level of pedagogical approach to how it is done. (R5) Another challenge highlighted by R1, is that the voluntary nature of sharing is equally important as the reciprocity involved. In this sense, knowledge sharing is a reciprocal process between both the sender and the recipient. Since the respondent’s organization had not made the implementation of shared knowledge mandatory, participation remained voluntary on both ends. [W]e cannot ensure that everyone actually does it[,] and I can say with certainty that not everyone does. It is also about taking the time to do it[,] and about feeling comfortable being on camera. There are many barriers. But our intranet is one way for us to share the knowledge that emerges. However[,] nothing is mandatory, we cannot guarantee that it will happen[,] [a]nd we also cannot 58 guarantee that people will go in and look at it. [...] But it is also not something that we[,] as an organization and company[,] have made a formal requirement. We have not required that people must take this inspiration or knowledge and make it their own. (R1) In a similar vein to R1, R2 also disclosed that the implementation of shared knowledge was contingent upon the recipient. However, they also note that, in certain cases, implementation became mandatory when decisions were made at higher organizational levels. In such instances, the shared knowledge is required to be adopted by all organizational units. [U]sually, when I share something like, this is how we did it, it is up to each store to decide for themselves [if they want to implement it]. Unless it is something that gets picked up by the Service Office[,] who feel that this was a great idea and decide that everyone should do it[,] and they send it out through that channel. But most of the time[,] it is voluntary[,] or it is up to each unit to decide whether it is useful or not. (R2) Although small-scale knowledge transfers entailed various challenges, they were still considered extremely important for the retention of knowledge. This particularly pertained to employees with many years of experience within the company and tremendous organizational knowledge. R5 shared that their organization would face significant knowledge loss if a select few employees were to leave. It was therefore crucial to attempt to share that knowledge with others. We have an example where there is someone here who holds an enormous amount of knowledge, if that person were to leave[,] it would be very difficult for us. But since we are aware of this[,] that person needs to share their knowledge with others in the team. [...] We have people [...] with enormous experience and knowledge[,] accumulated over many years. That in itself is a unique competence[,] that all of that knowledge is stored is one person[.] [N]ot many people are capable 59 of that[,] which is why we see the need to distribute that knowledge across maybe five individuals[,] so that each of them takes on a part[.] [B]ut these are quite special situations. We have some [individuals] [...] that if they were to leave[,] we would be in real trouble. It will be business-crucial [...] to preserve that knowledge, but by distributing it among different individuals. (R5) R2 also recognized this issue as a selected few within the organization carried a great amount of knowledge independently. The organization attempted to address this organizational risk by broadening the knowledge of such individuals by ensuring that it was carried by many instead of by a few. If the responsibility [of knowing] always rests on the one person who knows the most[,] and that person is gone[,] then everything falls apart. So I think we could become much better at broadening knowledge[.] [W]e should not rely on a few people who know a lot[,] instead[,] we should have many people who know a fair amount about a wide range of things. (R2) Regardless of the channels through which respondents chose to retain their knowledge, whether digital tools or in-person methods, there were nonetheless impediments to its realization. Despite these challenges, the respondents emphasized the importance of sharing knowledge to prevent it from remaining confined to a limited group of employees, which could pose a considerable risk of knowledge loss if those individuals were to leave the organization. 4.2.4 Transboundary Scaling of Knowledge When asked how local knowledge was scaled across the organization to other units beyond the national context, R2 explained that such knowledge transfer occurs only occasionally. For them, one approach was to share locally developed solutions, based on employee know-how, through their organizational matrix, 60 enabling the dissemination of these insights to other parts of the organization globally. To illustrate how this materialized, R2 provided an example of such a success story: [A]n employee who has worked here for many years, [...] came up with the idea[,] some years ago[,] that it is smarter to lift a product above the picking location rather than lifting it to another aisle and then going to retrieve it. [...] [H]e is also very technical[,] so he calculated it and realized that he could work within the system to ensure that a pallet was always lifted much closer [to its picking location]. That made the handling faster[.] [...] And then[,] via the matrix in Sweden[,] it became a working method that all the warehouses around the world now use. (R2) R2 also disclosed that the organization utilized both an internal magazine and a dedicated section of its corporate website to support internal knowledge sharing. The former, was a previously used method that had recently been reinvigorated, which served as a platform where various units could share information about their operations globally. The same applied to the latter, with the distinction that it enabled online sharing. It was a magazine that existed before, which was sent out either once a month or four times a year. It featured reports from different stores around the world that had undertaken various initiatives[,] where they described the initiative and the solution. It has just recently come back, and our store is featured in a report where we shared information about our operations. They send it out worldwide[,] so in that way[,] knowledge is shared globally[.] [A]dditionally[,] there is a function on the internal website where good ideas are shared. For example[,] if I wanted to do something related to reducing waste [...] I could go onto the website and see if there are any good ideas[.] [M]aybe there are three different ideas available, [...] and [I] think [...] one is smart. They have done [a certain solution] [...] in Zagreb, and [if] there is a contact person listed for who came 61 up with the idea, you can email him or her. So, that is how we share ideas. I believe that at our store, we also have a few things uploaded on the internal website. (R2) Conversely, according to R6, when a new method of working was identified at the local level, the knowledge was typically managed by the respective department’s unit at headquarters, which then facilitated its dissemination and scaling across the organization to relevant recipients. It is often via email that success stories are shared. [I]t is usually sent to the headquarters[,] and then the headquarters distributes it to other [units]. […] Some initiatives become mandatory, while others are [...] [voluntary] to implement if you want to. [...] So, it is a mix of both. [The process] [...] is highly segmented. For example[,] if it is something related to Commercial, it gets sent to their part of the headquarters, whereas if it is [related to] HR, it goes to theirs. (R6) Similar to R6, knowledge dissemination within R4’s organization was largely delegated to higher levels. However, unlike R6, the HR department played a more active role by supporting the scaling of knowledge toward what is presumed to be the headquarters, rather than escalating it directly. Sometimes it does happen, but it is up to the managers, or the employees themselves if they choose to reach out to us. If they do, then of course we take it further. [...] [B]ut if they do not[,] it might not be captured from HR’s side, except perhaps through employee surveys or similar channels. (R4) In contrast to the other respondents, R7 described a more hands-on approach to knowledge transfer beyond national borders. This was achieved through short-term assignments, in which an employee was deployed to another location to implement a newly developed working method. 62 The production that I am responsible for exists only in Sweden at our company, but we have two other departments that have production abroad. [...] A few years ago[,] the production manager traveled abroad to implement the working method we had developed in Sweden in order to increase efficiency. [...] They first tested it here, worked it in[,] and then transferred the working method to the other locations. (R7) Among the cases that reported scaling knowledge across borders, a common pattern was that knowledge was more likely to be scaled from the local level when it had greater magnitude and broader applicability across the organization. Admittedly, for R2, such scaling did not occur frequently, but it was more likely to transpire when the knowledge concerned initiatives of significant magnitude or organizational importance. I think when it is a larger or more innovative initiative[,] people usually share it through the matrix. I work a lot with certain other HR departments within the company[,] where we constantly share good examples on a smaller scale. For instance[,] we did something in a certain way, and then they took that idea and did exactly the same thing. It depends on the magnitude of the initiative. [i]f someone comes up with a smart idea related to how we work with the checklist on a daily basis[,] [...] that probably does not go any further, possibly just to a nearby warehouse. (R2) Conversely, R6 and R7 attributed the scaling of employee knowledge to its perceived relevance and applicability to other parts of the organization. For R7, transboundary knowledge transfers were targeted toward those parts of the organization where the knowledge was deemed applicable. Similarly, when employee know-how was considered too context-specific, R6 noted that its potential for broader application was perceived as limited. Consequently, this type of knowledge was often regarded as too 63 narrowly applicable and was therefore frequently overlooked or deprioritized in efforts to disseminate it more widely across the organization. I think things that are very locally adapted are usually not shared as often [across the organization]. [This includes] [t]hings that are highly specific to the local context. On the other hand, initiatives that are scalable, that is, where you can use them elsewhere[,] are more commonly shared. [...] It is rare that something developed locally is scalable, unfortunately, so it does not happen very often[,] [p]erhaps only a few times per year. (R6) Beyond nationally confined, small-scale knowledge sharing, some respondents also managed to scale knowledge to other units in more remote locations. This was achieved through various means. However, the realization of such international scaling was not always as straightforward as it might seem. Rather, the transfer of knowledge across borders was often conditional on the perceived magnitude of the initiative and its relevance to other units. As a result, international scaling did not always occur whenever knowledge had been identified. 4.2.5 Challenges to Transboundary Scaling of Knowledge Similar to small-scale knowledge transfers, large-scale knowledge dissemination was not without challenges. In fact, responses regarding impediments to transboundary knowledge scaling reflected a diverse range of experiences and obstacles. For instance, R1 identified language barriers as a key obstacle to effective cross-border knowledge dissemination. We have the intranet in all countries. We started in 2017[,] and at that time there was an ambition, [that departments] [...] across the entire organization would share with one another. But we said that it would not happen[,] because then we would have to share in English[,] and not everyone is 64 comfortable with that[,] so we have these country-specific forums and country-specific communities on the intranet. (R1) Alternatively, R6 highlighted the absence of a clearly defined organizational actor, responsible for disseminating knowledge across the organization, as an impediment. Accordingly, no individual or function was explicitly tasked with ensuring that this occurs. In addition, the respondent also pointed to organizational politics and the resulting lack of trust within the organization as further impediments to the successful implementation of scaled knowledge. [T]here is often a certain level of mistrust[.] [S]ometimes someone has a very specific agenda. In large companies[,] there is often a lot of politics[,] so it might be that someone has personal interests at stake[.] So unfortunately[,] it is always quite difficult to apply it. It is not entirely easy. (R6) According to R7, the organization is relatively fragmented and operates with a high degree of autonomy. This structural separation was identified as a key reason why knowledge is not consistently shared across units. Consequently, the various parts of the organization tend to function more as independent entities than as components of an integrated whole. If there is something to say about the two different companies, it is that within our operations each production unit is much more closed off within its own area. Even though we are located together and all report to the same manager, there is not the same focus on improvements as there used to be. Instead, it is more that everyone works on their own tasks individually. (R7) For R2, an impediment to scaling knowledge was the inconspicuous nature of the tool intended to facilitate such dissemination. Time constraints and the absence of established routines for sharing further 65 contributed to its infrequent use. Since knowledge sharing across the organization was neither widely known nor commonly remembered as part of regular work practices, it was often overlooked. [T]he problem is that we could probably upload a lot more there, which we do not really have the time or remember to do. It is a great tool[,] but the question is how many people actually use it[.] [Y]ou also need to get the word out that it exists so that everyone knows about it. (R2) Despite the various impediments and challenges inherent to knowledge transfers across organizations, respondents still acknowledged the importance of sharing experiences and knowledge with one another. According to R1, fostering an organizational unity was essential not only for delivering a quality service to customers but also to more effectively leverage existing in-house knowledge and avoid the repeated reinvention of solutions. It is about being effective, to ensure that we deliver the right experience to the customer[,] that is our core delivery[,] but also about becoming more efficient, to not reinvent the wheel over and over again. If we have a good way of doing something in for example Denmark[,] we need to adopt that across all countries[.] [...] A unified organization is what we have been working with for almost a year now. It is [...] not about each country individually, but involving everyone. It is highly relevant for us. (R1) R2 also recognized this issue, noting that a select few individuals within the organization carried an immense amount of knowledge. To address this, the respondent described efforts to broaden the distribution of that knowledge by ensuring it is shared among many, rather than being concentrated in only a few individuals. 66 It can be a matter of identifying a need, realizing that we have a specific requirement and asking whether there is something available centrally or in other countries that we could benefit from[.] It can also involve drawing on experiences from previous workplaces. Because currently operations are highly localized and everyone is essentially running their own race[.] However[,] we also need to establish some degree of streamlining, ensuring that we offer the same resources and support across all roles. (R5) Although sharing knowledge with other organizational members on a larger scale was clearly relevant and important to the organizations, a variety of diverse and context-specific factors made this difficult to achieve. The findings indicate that several counterforces hinder the transboundary dissemination of knowledge within organizations, stemming either from structural impediments or from situational circumstances. 4.3 Support for the Practical Implementation of Knowledge To better support employees in the practical enactment of knowledge, R2 noted that an area for improvement in their organization would be to more actively place employees in situations where their knowledge can be applied. This would create greater opportunities for them to actively use their expertise in relevant contexts and unlock their full potential. I think there is much more that could be done [...] to unleash more potential in people who may not have the opportunity to use their knowledge because they are not placed in a context where that knowledge can be applied. So I definitely believe more can be done there [in terms of] [...] working with areas of responsibility [...] to help people feel that they can contribute more. [...] For example[,] if we are planning a rebuild, and you know that certain employees have experience with that, bring them in, because then they can contribute their knowledge in the best possible way. (R2) 67 Alternatively, R4 took a different approach to supporting the practical application of knowledge by being actively involved in the post-training phase. Through surveys administered after training sessions, the HR department could assess whether the knowledge acquired was being applied in practice. If knowledge gaps were identified, HR took active measures to allocate resources and close those gaps. The actual competence development initiative is the training itself[,] and then we will follow up on it [...] by sending out surveys asking how they have worked after the training[.] [T]hat way[,] we can capture whether they have changed the way they work[.] [...] [W]e will also follow up using statistics [...] to see whether this learning, this knowledge[,] has resulted in any measurable outcomes. [...] [For example][,] [d]o people know this or not? And if they do not, then action needs to be taken. (R4) R4 also expanded on this by explaining that they supported the practical implementation of employee knowledge by adapting and updating their training content based on employee feedback. In this way, new knowledge related to the training could be incorporated and applied in practice whenever relevant input was provided. If we were to make a major change, like if there was a factual error or something similar, then we would probably send out an email about it. But if it is something minor, like something that could be clearer[,] or improved[,] or something we think you should spend more time on[,] [t]hen we just update and change it. [A]nd the next time we run the training[,] since we do them regularly[,] we include the change then. (R4) On the other hand, R2 emphasized the importance of planning and dedicating time for training, describing how mandatory sessions are now scheduled to ensure they are carried out and not 68 deprioritized. Although the respondent did not explicitly address whether or how the training supports the practical application of knowledge within the organization, such efforts may be seen as an initial step toward connecting knowing with doing. In recent years[,] we have started linking more to training by scheduling it in advance to ensure it actually happens. Otherwise, what often happens is that after a few months[,] there are no hours left[,] and the training gets dropped. So now we have certain mandatory sessions that are always scheduled[,] to make sure they are carried out and not deprioritized. (R2) While only a minority of respondents explicitly mentioned mechanisms supporting the practical enactment of knowledge, such enactment occurred to varying degrees and through different means. Although R2 and R4 approached this differently, both demonstrated a hands-on orientation. R2 focused on manually matching employee competencies to specific tasks or situations, whereas R4 supported knowledge enactment by allocating resources wherever gaps were identified. 69 5. Analysis 5.1 Knowledge Identification The empirical findings demonstrate that all participating organizations employ proactive measures to identify and capture employee knowledge. However, the frequency and combination of practices suggest that some constitute more central channels for knowledge identification, while others play a more peripheral role. While several key practices were shared across cases, it was clear that some were more consistently used than others. For all respondents, the involvement of line management was identified as a primary mechanism for facilitating proactive knowledge identification within organizations. Other practices, such as in-person meetings, HR systems and the involvement of higher organizational levels were also mentioned, but these were invariably used in tandem with line management, not as standalone practices. Specifically, less than half of the respondents mentioned using HR systems or higher organizational levels in combination with line management, and only one organization reported employing all identified practices. These findings provide two key insights. First, they challenge the traditional view of HRM as primarily reactive by demonstrating that HRM practices can also play a proactive role in knowledge identification. Second, they suggest that not all practices are equally central, as some were less prevalent and played a more supporting role. However, while line management was the most frequently cited mechanism for identifying knowledge, some respondents highlighted challenges related to time and resource constraints. This demonstrates that while line management plays a central role in knowledge identification, the effectiveness of this approach depends on the active engagement of managers, which in turn is contingent upon the time and resources they have available. Without these conditions, HRM’s potential to proactively identify knowledge remains limited. 70 Focusing more closely on specific practices, the data reveal that knowledge identification is a multifaceted process, varying not only in the type of practices used but also in their nature and scope. For example, in-person meetings took on multiple formats, ranging from one-on-one sessions to group constellations, through which knowledge could be surfaced and identified. These also varied in nature as some were more structured, in terms of being scheduled in advance, whereas others occurred spontaneously in the course of day-to-day interactions. Furthermore, some relied on initiative, where employees would share their knowledge, while others involved a more explicit encouragement to do so. A similar nuance was observed for line management, where knowledge identification either involved the active efforts of managers to seek out knowledge or their support in encouraging employees to make their knowledge known. Furthermore, the findings demonstrate that knowledge identification is distributed across different organizational levels, as it also occurs in a top-down manner. This shows that the identification of employee knowledge is not as fixed or one-dimensional as proposed in the conceptual framework. Rather, it emerges as a multifaceted phenomenon, taking place across organizational levels and varying in both scope and nature. 71 Figure 7 Thematic Analysis of the Theme ‘Knowledge Identification’ Note. Based on data from Appendix 2. While the empirical findings pointed to an overall positive support for the notion of proactive knowledge identification by organizations, it is important to note that there was one instance where a practice appeared proactive but, upon closer scrutiny, did not function as such. As illustrated in Figure 7, although HR systems were referenced by a minority of respondents as useful tools for identifying knowledge, they did not fulfill this role in practice. Rather, the systems were instead used as databases for retrieving information about employee competencies. While they allowed users to identify specific competencies, such as language proficiency or leadership experience, this was only possible once that information had 72 already been entered into the system. As a result, this process was reliant on prior data input and therefore does not constitute knowledge identification in a proactive sense. For this reason, HR systems were not classified as mechanisms of proactive knowledge identification, despite being mentioned by some respondents. In summary, the empirical findings confirm that HRM can play a proactive role in knowledge identification. Unlike more widely acknowledged HRM approaches, such as exit interviews, that primarily rely on reactive strategies to mitigate knowledge loss (Daghfous et al., 2013: 643; Serrat, 2017: 1023-1024), the organizations in this study were found to employ several practices aimed at identifying employee knowledge at earlier stages. These include the use of in-person meetings, and the involvement of both line management and higher organizational levels, each serving as key channels through which knowledge could be identified. Collectively, these findings demonstrate that organizations are not only concerned with responding to knowledge loss when it is at risk of occurring, but also actively engaged in proactively identifying and capturing knowledge before such risk materializes. In doing so, they challenge the prevailing assumption that HRM engages in knowledge identification primarily in tandem with employee exit, thereby substantiating the conceptual model’s proposition that HRM can assume a more proactive role in organizational knowledge identification. Furthermore, the findings add nuance to the conceptual framework by showing that practices vary not only in scope and character but also in their prevalence. 5.2 Routinization of Knowledge Contrary to the conceptual model, most participating organizations did not employ routinization as a means for retaining knowledge. In fact, it was only one respondent who described a process similar to the externalization of tacit knowledge as outlined by the literature (Cairó Battistutti and Bork, 2017: 464; Nonaka, 1994: 24), in which knowledge is converted into a more easily comprehensible format. More specifically, in that particular case, the employee-generated knowledge was embedded into the specific 73 unit’s organizational matrix, which then served as a structural template that could be disseminated globally across the organization. While a matrix does not, in itself, constitute a routine in the strict sense, its role in guiding repeated actions and facilitating the transfer of knowledge suggests that it may function as a routine-like mechanism within the organization. However, even if this case lends some support to the notion of routines as repositories of knowledge (Argote, 2013: 106; Hodgson, 2008: 25), the dissemination of the matrix did not appear to be the result of deliberate intent, but rather emerged from arbitrary circumstances. This, in turn, may reflect a lack of strategic maturity or organizational awareness in relation to knowledge management, thereby calling into question the extent to which the conceptual proposition can be fully substantiated. Indeed, rather than aligning with what the literature on organizational memory suggests, namely, that employee knowledge is retained and disseminated through its codification into routines (Argote, 2013: 88-89), most of the respondents described entirely different ways of retaining knowledge within their organizations. As a result, this approach seems to be an exception rather than the norm among the cases. This finding implies a theoretical implication for the proposed conceptual framework, as this proposition received only partial empirical support. Instead, when asked how knowledge was retained within their organizations, respondents described alternative approaches that did not involve codification into routines. Locally, these included one-on-one formats such as onboarding buddy systems and mentorship opportunities, where expertise from more experienced employees could be transferred to colleagues. Such informal knowledge transfers also occurred as a natural part of everyday collaboration within departments. However, each of these practices was mentioned only once, and mentorship had not yet been fully implemented, according to the respondent who described it. This suggests that such practices may not always be deliberately implemented as structured retention mechanisms, but are often taken for granted to occur naturally within teams, which may explain why so few respondents explicitly mentioned them. In contrast, the findings 74 revealed that in-person knowledge transfer in the form of person-to-group formats was often more structured and deliberately designed. One example of such collective knowledge dissemination was locally conducted meetings. These took both formal and informal forms, ranging from structured sessions where knowledgeable employees were given a platform to share their expertise, with small groups of colleagues, to more spontaneous exchanges embedded in daily workplace interactions. While many of these in-person knowledge transfers remained at the local level, some efforts transcended such micro-level dissemination by taking place at a regional and even national scale. For example, in one case, knowledge initially shared at the local level was scaled regionally through district-level units and then disseminated nationally via district representatives. Other forms of knowledge transfers occurred through various communication channels, including personal voice calls and digital platforms such as organizational intranets, and software systems like Microsoft Teams. In all cases, knowledge was transferred between organizational units and among employees working in similar roles across the country. However, when it came to transboundary knowledge dissemination, this was primarily facilitated by higher organizational levels in a top-down manner. As illustrated in Figure 8, this occurred through the involvement of the HR department and specific units at corporate headquarters, to coordinate the transfer of knowledge across organizational boundaries. In a more unconventional case, this also included the use of an internal magazine and corporate website that enabled organizational units to share their practices and insights with each other globally. Additionally, one respondent also described a case in which local knowledge was transferred to a foreign organizational unit abroad through the physical deployment of an employee. 75 Figure 8 Thematic Analysis of the Theme ‘Routinization of Knowledge’ Note. Based on data from Appendix 3. Although knowledge was occasionally scaled beyond national borders, it was not described as a common practice. On the contrary, it occurred rather rarely and typically only in special cases when the knowledge was considered universally relevant to the organization. This suggests that the current approaches to knowledge retention, as described by respondents, may be insufficient in supporting the needs of MNCs. Moreover, the findings indicate that knowledge transfer within these organizations is distance-dependent, occurring more frequently between employees in proximity. This limits the extent to which knowledge can be shared across geographically dispersed units. In turn, this suggests that although routinization was 76 not reported as a common practice, it could serve as an effective mechanism for disseminating knowledge to more distant parts of the organization. In this way, the findings point to a potential gap between current practices and what may be required to support knowledge flows in structurally multinational organizations. Additionally, routines may help mitigate several of the organizational challenges related to knowledge dissemination that were mentioned by respondents in Figure 8. While not all challenges can be addressed through the use of routines, some are likely to be alleviated in this way. For instance, by embedding employee knowledge into routines, time constraints that limit active knowledge sharing could be alleviated by decoupling knowledge from the individual. In this way, knowledge could be transferred independently of the person. Similarly, routinization may help address the limited capacity of recipients to absorb extensive knowledge from highly experienced colleagues, as well as language barriers commonly encountered in transboundary knowledge transfers, by codifying tacit knowledge into a more accessible and standardized format. As a result, recipients become less reliant on their own absorptive capacity and language proficiency when acquiring knowledge, as the codified format is designed to be more easily understood. In conclusion, the empirical findings do not fully align with the proposition outlined in the conceptual framework, as most respondents did not follow the intermediary step of codifying identified employee knowledge into routines. Instead, knowledge was often transferred directly between individuals, without being embedded into a more accessible and durable format, a step that, according to Argote (2013: 107), is crucial for ensuring long-term knowledge retention. However, this does not mean that routines should be ruled out entirely. In fact, the findings also suggest that the current practices used for retaining knowledge within organizations may be insufficient to support the transboundary knowledge flows required by the multinational structures. As such, MNCs may indeed benefit from the routinization of knowledge to enable more consistent knowledge transfers across organizational units. This not only 77 implies that knowledge is not structurally stored within organizations (Walsh & Ungson, 1991: 60), but also suggests that long-term knowledge retention may be difficult to achieve, as it remains dependent on individual employees as the primary carriers of knowledge, and thus conditional on their continued tenure. Consequently, the absence of routines raises important questions about whether individual know-how can truly persist beyond the tenure of those who possess it, and whether organizations can effectively mitigate knowledge loss without the structural mechanisms to sustain it. These findings underscore the need for MNCs to consider routinization as a strategy for long-term organizational knowledge retention. 5.3 Support for the Practical Enactment of Routines As shown in Figure 9, although some sort of support for practical knowledge enactment within organizations was suggested by the empirical evidence, this support was not explicitly linked to the use of routines as postulated in the conceptual model. This is unsurprising, as respondents did not describe routines as a means for retaining knowledge, but instead relied on alternative approaches. For instance, one respondent described a process in which follow-up surveys were administered after training sessions to evaluate the extent to which the acquired knowledge had been implemented in practice. If the responses indicated insufficient implementation, the organization would respond by providing what seemed to be additional resources. This approach appeared to focus primarily on general knowledge, such as mandatory organizational training, rather than on insights captured from individual employees. In contrast, another respondent described an alternative approach in which individuals were manually placed in situations where their competence could be applied. However, as in the previous case, the connection to routines was not made explicit. The empirical findings clearly point to a gap between the conceptual model, and the way knowledge implementation was supported in practice within organizations. They also offer some indication that it may not be a strategically or deliberately pursued process, but rather something that transpires as a 78 by-product of other activities. However, because knowledge carried by individuals is inherently vulnerable to loss through employee turnover, its practical application becomes particularly critical. In the absence of such practical support, especially in cases where approaches to knowledge retention are already weak, organizations risk struggling to retain knowledge even during employees’ tenure. Together, these findings suggest that organizations face fundamental challenges in sustaining knowledge, not only over the long term, but also in the short term, even while employees remain within the organization. Figure 9 Thematic Analysis of the Theme ‘Practical Enactment of Routines’ Note. Based on data from Appendix 4. 79 5.4 Revised Conceptual Model Based on the empirical findings, the conceptual model has been revised to incorporate three key changes. The first revision concerns the proactive identification of knowledge, which is conceptualized as a facilitating precursor to routinization. This element has been refined to reflect a more multi-dimensional understanding of how knowledge identification occurs in practice. Rather than viewing it as an abstract process, the revised model incorporates concrete mechanisms through which identification takes place, such as various forms of in-person meetings and the involvement of both line management and higher organizational levels. Secondly, the support for the practical enactment of routines and the routinization of knowledge have been removed from the conceptual model, as they were not sufficiently supported by the empirical data. This decision was primarily based on the partial support for routinization and the lack of evidence for the organizational support of practical enactment of routines. Consequently, the revised model more accurately reflects how knowledge is retained within MNCs in practice. As a result, the assumed longevity of knowledge retention was adjusted from the sustained, long-term knowledge retention originally envisioned to a more conditional and short-term view. This shift was largely attributed to the fact that knowledge remained tied to the individuals who possessed it, making it difficult for organizations to retain knowledge over time. Accordingly, the conceptual model in Figure 10 reflects a revised understanding of both the assumed longevity of knowledge retention, but also the practices that support it. 80 Figure 10 Revised Conceptual Framework Note. Author’s own Illustration. 81 6. Conclusions 6.1 Conclusion This study set out to examine the extent to which HRM can contribute to long-term organizational retention of human capital, in the form of employee knowledge, in MNCs. In doing so, it addressed two key research gaps within the existing HRM literature. First, it reframes continued employment as a mechanism for retaining human capital, rather than viewing it purely through the lens of staffing. Second, it extends the contemporary understanding of HRM by proposing that it can support long-term organizational human capital retention through the integration of previously distinct bodies of literature. This includes the incorporation of new conceptual elements such as the routinization of knowledge and the practical enactment of routines, alongside the relatively underexplored notion of proactive knowledge identification. While the conceptual model provided an ambitious theoretical foundation for addressing the research question, the empirical findings revealed an entirely different reality. In many respects, the findings diverged from what was originally envisioned. First, they nuanced the understanding of knowledge identification by demonstrating that it occurred proactively within organizations. The findings also revealed that these practices varied in scope and nature, particularly in terms of their structure, format, importance, and the organizational levels at which they occurred. Together, these insights not only nuance the conceptual model but also expand the existing HRM framework by demonstrating that knowledge identification is not limited to reactive methods, but also involves proactive practices. Second, there was limited evidence of organizational efforts to routinize knowledge. As a result, knowledge retention remains dependent on the continued presence of employees, who serve as the primary carriers of knowledge, rather than being structurally embedded into routines that would allow it to persist independently within organizations. In turn, this suggests that long-term organizational 82 knowledge retention may be difficult for organizations to achieve, particularly since employee knowledge was primarily transferred to colleagues in close physical proximity. This indicates that current organizational approaches to knowledge retention may be insufficient for supporting the transboundary structure of MNCs, and that routines may represent a more effective approach to transferring knowledge within geographically dispersed organizations. Therefore, while routines were not widely used as a knowledge retention mechanism, the findings suggest that organizations may nonetheless benefit from using them to codify knowledge into a more transferable format. Third, the empirical findings diverged from the conceptual model by demonstrating that support for the practical enactment of routines was lacking. While there was some evidence of supporting practices for knowledge application, these were not explicitly linked to routines. Overall, this suggests that the assumed role of practical support in knowledge retention may not be as strategically important or deliberately pursued by organizations as initially envisioned. Consequently, given their current practices, organizations risk losing knowledge not only after employee departure but also during employee tenure, as organizational support for practical implementation was generally limited, not only in terms of routines, but also more broadly. In direct response to the research question, the empirical findings suggest that HRM can contribute to the long-term organizational retention of human capital, in the form of employee knowledge, in MNCs, but only to a limited extent. While the proactive identification of knowledge was supported by the findings, there was little to no empirical evidence for the routinization of knowledge or for organizational support of the practical enactment of routines. As a result, knowledge retention remains highly dependent on individual employees as carriers of knowledge, making it conditional and short-term, particularly since organizations also lacked support for its practical application. Therefore, although HRM holds potential for supporting long-term organizational human capital retention, in the form of employee knowledge, the current empirical findings provide only limited support for the conceptual model. 83 6.2 Theoretical Implications As evidenced by the empirical findings, the conceptual model received only partial support, as not all of its propositions could be empirically validated. Specifically, the routinization of knowledge was only partially employed as a mechanism for knowledge retention, as there was only one mentioned practice that resembled a routine. While it fulfilled many of the functions typically associated with a routine, such as making knowledge independent of its original bearer by codifying it into a more accessible and transferable format (Argote, 2013: 107; Gherardi, 2000: 213), it was not a routine in the strict sense. This limited the extent to which this aspect of the conceptual framework could be confidently affirmed. While this aspect was at least partially reflected in practice, the support for practical enactment of routines was more directly challenged by the empirical findings, as none of the respondents described practices aligned with that proposition. Given that routines were not extensively employed for the purpose of human capital retention, it was perhaps unsurprising that practices concerning their practical implementation were largely absent in the data. On the other hand, the findings provided a more nuanced understanding of HRM’s role in the identification of knowledge by illustrating how this function was proactively achieved through various channels and across multiple organizational levels. While this was accounted for in the conceptual model, the multifaceted ways in which this process unfolds in practice were not. In this regard, respondents’ insights contributed to a more detailed and layered understanding of how knowledge identification occurs within organizations, beyond the use of reactive methods such as exit interviews (Daghfous et al., 2013: 643; Serrat, 2017: 1023-1024). By doing so, it expands the conceptualization of HRM to include the proactive identification of knowledge through practices such as in-person meetings and line management and higher organizational levels. Collectively, these findings suggest that while the proposed framework holds conceptual ambition, its assumptions about how knowledge is retained and practically supported require further empirical testing 84 to determine their practical application. More specifically, it remains uncertain whether the distinct literatures integrated in the conceptual model can be fully synthesized in a way that reflects the practical realities of how organizations actually approach knowledge management. As such, the framework provides a valuable starting point for future theoretical development that may more accurately capture the complexity of knowledge retention in organizations. 6.3 Practical Implications A direct practical implication of the study’s findings is the risk of knowledge loss within organizations. Since the respondents generally did not employ routinization as a deliberate strategy for retaining employee knowledge, many organizations may not yet be at a stage of development where such practices are systematically implemented. This indirectly creates several challenges for their ability to preserve human capital over the long run. In the absence of routines, knowledge remains tied to the continued presence of employees within organizations, making it contingent upon their ongoing tenure. Although all forms of knowledge must be utilized to be sustained, the inability to decouple knowledge from the individuals who possess it prevents that knowledge from persisting independently when those employees either change roles or leave the organization. As a result, organizations are likely to achieve only short-term solutions to organizational human capital retention, as the underlying issue remains unresolved. This highlights the inherent relevance of routines as a mechanism for mitigating knowledge loss by embedding knowledge long-term within organizations. While routines are not entirely immune to degradation (Daghfous et al., 2013: 641), their key advantage lies in their ability to exist independently of the individual, thereby increasing the likelihood that knowledge can persist over time without relying on employees’ continued tenure. T his means that when individuals who possess valuable knowledge leave the organization, that knowledge can still be transferred to others who may benefit from it. In this way, knowledge is retained not only structurally, but also practically through its continued enactment by employees. Although the approaches described by 85 respondents may help prolong knowledge retention, sustaining such knowledge remains difficult, both in the long term and even while the employees who carry it remain, due to the limited support for its practical enactment. This suggests that although routines and the mechanisms to support their practical enactment are currently lacking in organizations, they may nonetheless hold strategic value for achieving long-term knowledge retention. Ultimately, the risk of knowledge loss raises questions about organizations’ ability to leverage human capital that may form the foundation to their competitive advantage. This issue is particularly relevant in today’s increasingly competitive global environment in which MNCs operate, where knowledge remains a decisive factor in their ability to survive and thrive long-term (Jessop, 1999: 1). It is therefore strategically crucial for all organizations to consider the routinization of knowledge, along with the support for its practical enactment, as a deliberate strategy for sustaining organizational performance and long-term success. 6.4 Future Research While the revised conceptual model more accurately reflects the findings of this study, the original framework remains of interest for future testing, particularly as additional insights may yield stronger empirical support for its theoretical propositions. As a result, future research may proceed in several directions. Given that this study employed a qualitative, theory-driven approach, a logical next step for future research could be to adopt a more theory-testing orientation in order to evaluate the original conceptual model across a broader range of organizational contexts. This may involve sampling organizations with greater variation in industry, organizational maturity, and levels of strategic awareness. While the current findings offer partial support for the proposed framework, a larger-scale, quantitative research design could also provide a more robust assessment of its theoretical generalizability and the strength of the relationships between long-term organizational knowledge retention and the extended HRM practices. 86 Two distinct research directions may emerge, depending on whether future empirical findings validate the remaining parts of the conceptual model, namely, the routinization of knowledge and the organizational support for its practical enactment. If the original conceptual model continues to receive empirical validation, future research could explore the organizational conditions that facilitate the emergence of routinization and its practical implementation. Such investigation would offer valuable insights into how these conditions can be fostered within organizations. This line of inquiry may also benefit from a longitudinal research design to examine whether routines actually remain stable and effective over time, as is often assumed in theory. Alternatively, if the proposed model is not substantiated by future findings, scholars may instead explore alternative theoretical extensions of HRM that support human capital retention beyond individual employee tenure. 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Are other departments involved? - If so, how do they contribute? 6. Do you perceive the existing methods for capturing knowledge as sufficient? - If so, in what ways? - If not, what limitations exist? 7. Are there areas where the organization could improve its approach to capturing employee 94 knowledge? - If so, what improvements would you suggest? Knowledge Retention 8. Once knowledge has been captured, how is it maintained within the organization? - Are there specific processes or mechanisms in place? 9. Is this process applied consistently across the organization, or does it vary by location? 10. How does the company measure whether the knowledge is actually being used? - If there is no measurement, how does the company ensure the knowledge does not become forgotten? 11. Does this process help preserve knowledge within the company after employees depart? 12. Who is responsible for maintaining employee knowledge? - Is it primarily HR’s responsibility, or are there other departments involved? 13. Can you share an example where employee knowledge was successfully maintained within the company? - What factors contributed to its success? Maintaining Knowledge through Routines 14. Does the company use routines to maintain employee knowledge? - If so, what does this process look like? 95 If the company does not use Routines 15. If routines are not used, how is employee knowledge maintained instead? 16. Are routines never used at all, or are they used only in certain cases? 17. Is this knowledge retention process applied consistently across the organization, or does it vary by location? If the company uses Routines 18. How does the company ensure that employees follow newly standardized routines over time? - Are there specific strategies in place to support this? - Or is it assumed that employees will naturally adopt the new routines? 19. Would you say that routines are the primary method for maintaining knowledge within the organization? 20. Can you share an example of when a routine was successfully implemented to preserve employee knowledge? - What factors contributed to its success? - Was this applied only in one location or across the organization? 96 International Embeddedness 21. How does the organization ensure that new routines are shared across different locations, including international operations? - Are there specific processes used to ensure consistency? 22. Does the organization always share new routines across different locations? - When is it shared and when is it not shared? 23. How does the organization ensure that shared routines are actually followed after their implementation? 24. Is this responsibility handled by the HR department, or do other departments play a role? 25. What challenges arise when sharing routines globally? - Can you provide an example of such a challenge? Challenges and Improvements 26. In your experience, what are the biggest challenges in preserving employee knowledge within the organization? 27. If you could improve the way the company preserves employee knowledge, what changes would you suggest? 97 Appendix 2 Data Supporting the Theme ‘Identification of Knowledge’ First-order Code Verbatim Quote HR Systems Once we manage to enter […] [the information] into the HR system, it will be there[,] and we will be able to search in many different ways. For example, if I need someone who speaks … [a certain] language[,] I can search on language. Then we can find the person who can help us with translation[,] or if we need someone skilled in project management to start a new project[,] […] we have someone internally we can utilize. (R3) We have a lot of ongoing projects, both locally and globally[,] that people are involved in[.] [By using the HR system] […] it becomes easier for everyone to search for specific competencies. [...] The ambition is to be able to retrieve that kind of information [from the system] across different areas. We have started, for example, with some leadership programs. We register participants there, which means that when we have international positions to fill, we can see what strengths we can draw from this pool. This way, you can be more spot-on in selecting who you would like to interview or headhunt. (R5) 98 In-person Knowledge Identification All departments also have weekly meetings. We always start the week on Monday with a meeting where we discuss various things that are happening. We talk about what is coming up that week[,] and it is an excellent opportunity to reflect on questions [on how to improve][.] [...] We engage in a lot of discussions[,] often through in-person meetings. Our management and different levels of leadership also have external meetings. They spend several days together in workshops specifically to plan how we should move forward or which processes we need to change. [...] From experience[,] such matters tend to emerge during meetings. (R3) We always have a sheet hanging in the production area for questions to bring up at the next group meeting[.] [Employees] [...] write down their [suggestions] [...] there, and then we raise the questions when everyone is gathered[.] In production[,] everything is about timing. It is often small details [stemming from such suggestions] [...] that can make a big difference for the final product. [...] [Otherwise] [...] we do not have a good system for capturing things that come up from [those that are working]. (R7) 99 [We] have various [...] reference groups across the entire country and across the company. For example[,] within reception there is a reference group for [all] receptionists [in Sweden] [which comprises] [...] four districts each [...] having one representative. [The representatives] meet regularly, [...] but they also meet within their districts. These meetings are [...] opportunities to capture new knowledge and new ideas[.] So, physical forums do exist and have always existed. (R1) We capture knowledge within our organization through employee performance reviews. We have a set of questions that are asked every year[,] and one of them specifically addresses what additional skills or knowledge an employee has beyond their current role. [This helps us identify] [...] if someone might be interested in doing something else or has particular expertise in another area. (R3) [W]e also have annual employee performance reviews[,] which are mandatory. But I know that most managers also have more continuous conversations[,] [which constitute] [...] forums for capturing knowledge as well. In the appraisal templates, there are also questions [regarding] [...] what we can improve[.] So 100 that is another forum where knowledge can be captured[.] [There are also] [...] staff meetings with different focus areas. So there are forums in place. Employees do not necessarily have to actively approach their manager, there are established meetings where they can raise such matters. (R4) Line Management We have almost 3,000 employees, and it is hard to capture everyone’s knowledge[,] so the responsibility has to be placed on the managers. [W]hen it comes to the employees[,] our role [as HR] is more about providing the managers with the right tools on how to build a learning organization, or how to work to capture knowledge and identify competent individuals. [However] [t]hey are the ones working closely with their teams. (R4) [K]nowledge that comes from experience, from having worked for a long time, it is harder to identify and extract I think[,] unless the manager actively identifies it and then works to encourage that person to share their knowledge [with others]. (R2) [Y]ou also have to actively encourage that kind of culture, it is my job to make sure that everyone dares to say what they are thinking and what they are reflecting 101 on. There are no bad suggestions. It is about creating a culture where people feel free to throw out any ideas[,] and it’s my responsibility to ensure that this culture exists. [...] I frequently encourage employees to express what they would like to do, and then we can see what we can do about it. (R7) There is also a lot of knowledge [about employees] held by the recruiters who have reviewed [their] CVs, meaning much of it remains stored in their muscle memory. For example, they might remember that a particular person possesses certain [competencies][.] [...] Then there are also the managers[,] who are a great asset if you need [to identify] something specific. (R5) The HR system has just launched a new feature called ‘skills’. It is specifically about how we should collect [knowledge][.] [W]e have discussed whether HR should manage it or whether the immediate manager should handle it. [...] That’s where we are at the moment, figuring out how to start. I believe it should be a shared responsibility between HR and the managers. (R3) [T]he main responsibility always lies with the person who owns the delivery[.] [F]or example [we have a] […] a dedicated person who is responsible for Food and 102 Beverage in Sweden[,] and there is someone in a similar position in each country where we operate[,] but then it is broken down at the departmental level. [.] (R1) We have a team that runs Educational Thursdays[,] every other Thursday[,] where the team members take turns sharing what they know and what they are good at with the rest of the team[.] This helps [identify] [and] spread knowledge throughout the team and makes it less vulnerable. It is a fantastic way of working, but it is more of an initiative-driven approach within that particular group, that team, and with the manager. (R5) I have the entire group, with all shifts included, every other week. Then[,] once a month[,] I meet only with those who work shifts, and once a month I meet only with those who work regular weekdays. We have one shift that only works daytime[,] and another shift that rotates between day and evening hours[,] so there are slightly different group constellations. (R7) Let us say someone works with cranes, specifically in crane production, [and they uncover that] [...] it is very inconvenient [...] to turn counterclockwise instead of clockwise [with the crane], because it takes three minutes longer to go counterclockwise. They [can then] 103 raise that issue during their morning meeting, and then the responsible manager takes that point with them and checks whether they have the mandate to change that working situation, or whether it needs to be escalated further up in the organization. (R6) Top-down Knowledge Identification There is also a lot of knowledge [about employees] held by the recruiters who have reviewed [their] CVs, meaning much of it remains stored in their muscle memory. For example, they might remember that a particular person possesses certain [competencies][.] (R5) The HR system has just launched a new feature called ‘skills’. It is specifically about how we should collect [knowledge][.] [W]e have discussed whether HR should manage it or whether the immediate manager should handle it. [...] That’s where we are at the moment, figuring out how to start. I believe it should be a shared responsibility between HR and the managers. (R3) [T]he main responsibility always lies with the person who owns the delivery[.] [F]or example [we have a] […] a dedicated person who is responsible for Food and Beverage in Sweden[,] and there is someone in a similar 104 position in each country where we operate[,] but then it is broken down at the departmental level. [.] It is their ultimate responsibility to ensure that what is posted in the community is relevant information and knowledge. So it is their responsibility [to capture employee knowledge]. (R1) Challenges to Knowledge Identification When it comes to capturing knowledge[,] it is a matter of leadership and it requires that leaders have the time to actually lead in their daily work[,] which I believe we often lose sight of. There needs to be a clear focus on knowledge capture. However, the current focus has largely been on simply getting through the day. Providing managers with greater opportunities to truly exercise leadership throughout the year, [...] is a crucial [aspect] [...] that we hope to achieve if we manage to bring more stability to our operations. (R2) I believe that our biggest challenge is that we have so many employees[,] and that we don’t have the [...] capacity to keep up. A lot of the responsibility falls on the managers[,]and they are very capable[,] but a great deal is placed on them, which is of course a challenge. (R4) 105 I think it is just a way we do things. I probably brought a lot of that with me from my previous workplace. (R7) Our HR system has been in use for almost two years now, which means it still feels somewhat new and complicated[,] [people] are not yet fully accustomed to it, so we need to teach the organization that this is the platform they should be using. [...] So we are also facing a small change journey. [...]. In the long run, I believe we will use it more effectively and that it will become established as a natural part of our work. (R5) I would also say that [our] systems are […] a bit rigid and clunky, which means they [have not] […] become as dynamic as we would like them to be. (R5) I do not know. We have not come far enough to know what we are going to import into the system. We are not at that stage right now. (R3) Some also work with competency mapping, we do not do that here yet, but many stores do[,] and it is probably something we will start with as well. [The idea is to] [...] try to identify the skills and competencies each employee has[,] in order to determine where additional competence is needed or who could share their expertise with others. We do not do it here yet, but there is such a tool [available]. (R2) 106 Appendix 3 Data Supporting the Theme ‘Routinization of Knowledge’ First-order Code Verbatim Quote In-person Knowledge Dissemination Something I just thought of is that we work with buddies, that is a way of sharing knowledge. When someone is new[,] they get a buddy to hang out with and learn from. (R2) [W]hen you are working together with someone, like in my department, there are lots of things a colleague knows just because they have worked here much longer. Of course[,] they try to teach those things so that we can do them too. In that way[,] she does not have to do it every time. It is also about self-interest in wanting to teach others [...] so you are not alone in that. (R2) In the system there is, for example, the option to offer your services such as sharing your expertise[,] acting as a mentor[,] or simply being someone others can turn to. [However][,] we have not worked with that at all yet, because we are not at that stage. (R5) Currently[,] it is largely based on prior knowledge that this person is really good at something[,] and then they are often invited to various team meetings[,] or 107 whatever the setting may be where they share that knowledge. (R5) [I]t is important that all teams work in the same way[.] So it becomes the responsibility of[,] for example[,] the shift manager to bring this forward and ensure that all day shifts adopt the new process, and that those working night shifts and evening shifts also receive the same information. It is about making sure everyone is informed. (R6) [W]e have various [...] physical forums, reference groups across the entire country and the whole company. If we take[,] for example[,] the reception, there is a reference group for receptionists[,] and we have four districts in Sweden[,] each with its own representative. They meet regularly within Sweden, and also within their districts. These meetings are also used to capture new knowledge and ideas[,] and then decisions are made about what to do with them. For example[,] ‘That was a good idea,’ or ‘We have identified this need in the reception now that we are changing the check-in system, how can we solve it?’ That feedback is then passed back into the organization, through discussions in groups and then down to the 108 local units. So[,] physical forums exist too, and have always existed. (R1) That is how we work[,] because we want to get quick solutions from each other. People are happy to ask, call and ask, ‘Do you have a good solution for this?’ and so on. (R2) I believe they work a lot within their regions, they have meetings either monthly or quarterly where they discuss things[,] and I think they collaborate quite closely. Knowledge can be shared in that way[.] [...] The regional managers also have close cooperation[,] so I believe a lot of knowledge flows through those channels. So if someone has come up with a really great idea that has been successful, I think those are the forums where it gets spread. (R4) The production that I am responsible for exists only in Sweden at our company, but we have two other departments that have production abroad. [...] A few years ago[,] the production manager traveled abroad to implement the working method we had developed in Sweden in order to increase efficiency. [...] They first tested it here, worked it in[,] and then transferred the working method to the other locations. (R7) 109 Digital Knowledge Dissemination [W]e have an intranet where knowledge sharing takes place to a large extent. [...] Depending on what you work with[,] you can be part of different communities. [w]e have communities for Sweden, but also general ones for the whole firm, where we encourage knowledge sharing. For example[,] [...] everyone working in the restaurant operations [...] has their own community. So when someone comes up with a smart idea, such as reusing the oatmeal from the morning, which is a typical idea, [by] [f]or example making oat cookies or by making granola[,] [...] [i]t gets shared there through videos, pictures, or text. This is one way for us to facilitate the sharing of good ideas[,] which at its core is knowledge. (R1) On the other hand[,] we also have Teams forums for many different topics. For example, those working with product quality have a Teams forum that includes everyone in Sweden working with that area[,] and [t]here is a lot of activity there. All department managers also have a Teams chat with others in similar roles[,] so I think we constantly share with each other informally. (R2) [A]dditionally[,] there is a function on the internal website where good ideas are shared. For example[,] if I 110 wanted to do something related to reducing waste [...] I could go onto the website and see if there are any good ideas[.] [M]aybe there are three different ideas available, [...] and [I] think [...] one is smart. They have done [a certain solution] [...] in Zagreb, and [if] there is a contact person listed for who came up with the idea, you can email him or her. So, that is how we share ideas. I believe that at our store, we also have a few things uploaded on the internal website. (R2) Structural Knowledge Dissemination [A]n employee who has worked here for many years, [...] came up with the idea[,] some years ago[,] that it is smarter to lift a product above the picking location rather than lifting it to another aisle and then going to retrieve it. [...] [H]e is also very technical[,] so he calculated it and realized that he could work within the system to ensure that a pallet was always lifted much closer [to its picking location]. That made the handling faster[.] [...] And then[,] via the matrix in Sweden[,] it became a working method that all the warehouses around the world now use. (R2) Top-down Knowledge Dissemination It was a magazine that existed before, which was sent out either once a month or four times a year. It featured reports from different stores around the world that had undertaken various initiatives[,] where they described 111 the initiative and the solution. It has just recently come back, and our store is featured in a report where we shared information about our operations. They send it out worldwide[,] so in that way[,] knowledge is shared globally[.] (R2) It is often via email that success stories are shared. [I]t is usually sent to the headquarters[,] and then the headquarters distributes it to other [units]. […] Some initiatives become mandatory, while others are [...] [voluntary] to implement if you want to. [...] So, it is a mix of both. [The process] [...] is highly segmented. For example[,] if it is something related to Commercial, it gets sent to their part of the headquarters, whereas if it is [related to] HR, it goes to theirs. (R6) Sometimes it does happen, but it is up to the managers, or the employees themselves if they choose to reach out to us. If they do, then of course we take it further. [...] [B]ut if they do not[,] it might not be captured from HR’s side, except perhaps through employee surveys or similar channels. (R4) 112 Challenges to Knowledge Dissemination [T]hat is a good question. And I do not know how to answer it because I have not familiarized myself with the system enough yet. At each unit[,] a lot of smart things happen that we do not know where they end up. The problem is that everyone who holds this kind of competency has daily operational work to attend to, which means we cannot expect them to constantly go out and inform[,] or train [others]. So[,] it becomes a matter of demand versus how much time this person actually has[,] and from there[,] you just have to try to manage it as best you can. (R5) It is really about finding the right balance between obligation and willingness. Sharing one’s expertise can also become very exhausting if I am expected to do it all the time. There needs to be a sense of motivation and willingness involved, and there also needs to be some level of pedagogical approach to how it is done. (R5) [W]e cannot ensure that everyone actually does it[,] and I can say with certainty that not everyone does. It is also about taking the time to do it[,] and about feeling comfortable being on camera. There are many barriers. But our intranet is one way for us to share the 113 knowledge that emerges. However[,] nothing is mandatory, we cannot guarantee that it will happen[,] [a]nd we also cannot guarantee that people will go in and look at it. [...] But it is also not something that we[,] as an organization and company[,] have made a formal requirement. We have not required that people must take this inspiration or knowledge and make it their own. (R1) [U]sually, when I share something like, this is how we did it, it is up to each store to decide for themselves [if they want to implement it]. Unless it is something that gets picked up by the Service Office[,] who feel that this was a great idea and decide that everyone should do it[,] and they send it out through that channel. But most of the time[,] it is voluntary[,] or it is up to each unit to decide whether it is useful or not. (R2) We have an example where there is someone here who holds an enormous amount of knowledge, if that person were to leave[,] it would be very difficult for us. But since we are aware of this[,] that person needs to share their knowledge with others in the team. [...] We have people [...] with enormous experience and knowledge[,] accumulated over many years. That in itself is a unique competence[,] that all of that knowledge is stored is one 114 person[.] [N]ot many people are capable of that[,] which is why we see the need to distribute that knowledge across maybe five individuals[,] so that each of them takes on a part[.] [B]ut these are quite special situations. We have some [individuals] [...] that if they were to leave[,] we would be in real trouble. It will be business-crucial [...] to preserve that knowledge, but by distributing it among different individuals. (R5) We have the intranet in all countries. We started in 2017[,] and at that time there was an ambition, [that departments] [...] across the entire organization would share with one another. But we said that it would not happen[,] because then we would have to share in English[,] and not everyone is comfortable with that[,] so we have these country-specific forums and country-specific communities on the intranet. (R1) [T]here is often a certain level of mistrust[.] [S]ometimes someone has a very specific agenda. In large companies[,] there is often a lot of politics[,] so it might be that someone has personal interests at stake[.] So unfortunately[,] it is always quite difficult to apply it. It is not entirely easy. (R6) 115 If there is something to say about the two different companies, it is that within our operations each production unit is much more closed off within its own area. Even though we are located together and all report to the same manager, there is not the same focus on improvements as there used to be. Instead, it is more that everyone works on their own tasks individually. (R7) [T]he problem is that we could probably upload a lot more there, which we do not really have the time or remember to do. It is a great tool[,] but the question is how many people actually use it[.] [Y]ou also need to get the word out that it exists so that everyone knows about it. (R2) Appendix 4 Data Supporting the Theme ‘Identification of Knowledge’ First-order Code Verbatim Quote Managerial Knowledge Activation I think there is much more that could be done [...] to unleash more potential in people who may not have the opportunity to use their knowledge because they are not placed in a context where that knowledge can be applied. So I definitely believe more can be done there 116 [in terms of] [...] working with areas of responsibility [...] to help people feel that they can contribute more. [...] For example[,] if we are planning a rebuild, and you know that certain employees have experience with that, bring them in, because then they can contribute their knowledge in the best possible way. (R2) Monitoring of Practical Enactment The actual competence development initiative is the training itself[,] and then we will follow up on it [...] by sending out surveys asking how they have worked after the training[.] [T]hat way[,] we can capture whether they have changed the way they work[.] [...] [W]e will also follow up using statistics [...] to see whether this learning, this knowledge[,] has resulted in any measurable outcomes. [...] [For example][,] [d]o people know this or not? And if they do not, then action needs to be taken. (R4) Scheduled Learning Sessions In recent years[,] we have started linking more to training by scheduling it in advance to ensure it actually happens. Otherwise, what often happens is that after a few months[,] there are no hours left[,] and the training gets dropped. So now we have certain mandatory sessions that are always scheduled[,] to make sure they are carried out and not deprioritized. (R2) 117