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Generalists and Specialists in Collaboration
An Agent-Based Simulation Model
Junyi Li
January 9, 2023
Department of Information Systems and Analytics
National University of Singapore
Outline
1. Introduction
2. Theoretical Foundations
3. Simulation Model
4. Results
5. Conclusion
1 / 21
Introduction
Context
1. Solving problems with insufficient knowledge is ubiquitous in organizations.
2. Preference between knowledge scope and knowledge depth.
• Generalist
• Specialist
2 / 21
Research Gap
Empirical evidence highlighting the superior performance of both specialists and
generalists suggests that each has its own advantages and limitations that make
it easier for them to cope with different circumstances [6, 8, 7, 3, 17].
1. Task Requirements [2]
2. Performance Measurement [7]
3. Complexity [16, 1]
However, little is known about why generalists and specialists perform differently,
namely the behavioral differences they exhibit.
3 / 21
Research Question
How do generalists and specialists search differently?
4 / 21
Research Question
Individually, how do generalists and specialists search differently?
5 / 21
Research Question
Collectively, how do generalists and specialists search differently?
6 / 21
Theoretical Foundations
Problem-Solving as Landscape Search
The rugged landscape metaphor of the NK fitness landscapes model [9] has been
a useful theoretical and analytical instrument to model complex problem-solving
processes.
Conceptualizing problem-solving as a system of actions, we assume that an
individual has to make decisions concerning N actions to generate one solution.
A performance landscape thus is a mapping of any possible set of solutions of
individual actions d =< d1, d2, . . . , dN > to performance values F(d).
However, prior computational models [10, 14, 15] implicitly assume that
collaborating solvers deal with problems at the same level of granularity.
7 / 21
Problem-Solving as Landscape Search
We extend the traditional binary NK fitness landscape model toward a
multi-state one.
8 / 21
Cognitive Representation in Problem-Solving
1. A simplified cognitive representation [13, 5, 4], although crude, is useful for
examining experiential search in complex environments.
2. Because of the lack of knowledge, solvers can only perceive and propose
solutions from a cognitively simplified landscape [5], to which penalties of
uncertainty are attached.
3. Average pooling algorithms [11, 5, 12] are used to model cognitive
ambiguity such that the average of all alternatives in the refined space is
used to calculate the payoff of a coarse solution.
9 / 21
Simulation Model
Multi-State Landscape Model
10 / 21
Cognitive Representation
11 / 21
Local Search
12 / 21
Collaboration
For simplicity, we consider a two-member team. To collaborate, the agents need
to align their cognition. We adopt four collaboration patterns proposed by
Gavetti [4]—autonomy, coordination, cognitive control, and circulation of
cognition
13 / 21
Collaboration
1. Autonomy
• No Alignment
• Imitate the unknown domains from teammates’ solution
2. Coordination
• Partial Alignment
• Imitate elements based on self-evaluation
3. Cognitive Control
• Mutual Alignment
• Anyone can visit and revise the elements
4. Cognitive Circulation
• Directed Alignment
• One can circulate elements onto the other
14 / 21
Results
Independent Search
A narrow but refined solution is better than a broad but coarse one when agents
with insufficient knowledge are dealing with the problem.
15 / 21
Sequential Search
1. For generalists: under low complexity, G benefits from collaboration with G.
Under high complexity, G benefits from collaboration with S.
2. For specialists: under conditions of low complexity, specialists benefit from
collaboration with G/S.
16 / 21
Collective Search: Autonomy
Solvers cannot benefit from the autonomy pattern.
17 / 21
Collective Search: Coordination
1. Generalists can benefit from collaboration, especially when collaborating
with specialists. This is because generalists’ unknown domains may be
refined by the specialists and adopted by generalists.
2. In the case of specialists, such complementary knowledge cannot be observed
18 / 21
Collective Search: Cognitive Control
The mutually imposed, instead of self-selected alignment undermines not only
the collaboration efficiency but also what could have been achieved without
heavy-handed interventions. (premature convergence)
19 / 21
Collective Search: Circulation
1. Generalists benefit from recombining the existing element circulated by
specialists.
2. Specialists lose their advantage in refining solutions since the finest solutions
could be easily replaced by coarse ones.
20 / 21
Conclusion
Conclusion
Knowledge Structure Problem-Solving Capability Solution Contribution
Generalist Broad yet shallow knowledge Bias toward interdependency percep-
tion;
Broad repositioning
Specialist Narrow yet deep knowledge Bias toward subtlety perception Local refinement
21 / 21
Questions?
Outline
Key Parameters
N = 12, K varies from 0 to 11, agent number n = 100, landscape repetition is
500. Generalists are modeled as Kb = 6, Kd = 1, while specialists are modeled as
Kb = 3, Kd = 2. N = 12 is preferred because two generalists each specializing in
6 domains would require 12 domains in total if the two generalists did not
overlap in their expertise, as one of the possible cases.
Binary Landscapes
1. An individual has to make decisions concerning N actions to generate one
solution. A performance landscape thus is a mapping of any possible set of
solutions of individual actions d =< d1, d2, . . . , dN > to performance values
F(d).
2. Each element di makes a fitness contribution ci to the overall fitness F(d).
3. the fitness contribution ci for ith design element can be represented as
ci = ci(di|K other dj’s). The overall fitness value F(d) is the average of all
fitness contributions, that is, F(d) = 1
N
PN
i=1 ci.
Multi-State Landscape
The fitness contribution of the coarse granularity is calculated by taking an
average of the finest alternatives. For example, a fitness contribution of state A
is calculated as the average of two alternatives 1
: state 0 and 1, that is,
ci(di = A) =
ci(di=0|K other dj’s)+ci(di=1|K other dj’s)
2
1Average pooling is well-adopted in the literature [11, 5, 12].
Contingency of Knowledge Overlap
Contingency of Knowledge Overlap
Contingency of Knowledge Overlap
Contingency of Knowledge Overlap
References
References i
[1] Cláudia Custódio, Miguel A. Ferreira, and Pedro Matos.
Do General Managerial Skills Spur Innovation?
Management Science, 65(2):459–476, February 2019.
[2] Miguel Espinosa.
Labor Boundaries and Skills: The Case of Lobbyists.
Management Science, 67(3):1586–1607, March 2021.
[3] Erin Fahrenkopf, Jerry Guo, and Linda Argote.
Personnel Mobility and Organizational Performance: The Effects of
Specialist vs. Generalist Experience and Organizational Work
Structure.
References ii
Organization Science, 31(6):1601–1620, November 2020.
Publisher: INFORMS.
[4] Giovanni Gavetti.
Cognition and Hierarchy: Rethinking the Microfoundations of
Capabilities’ Development.
Organization Science, 16(6):599–617, December 2005.
[5] Giovanni Gavetti and Daniel Levinthal.
Looking Forward and Looking Backward: Cognitive and Experiential
Search.
Administrative Science Quarterly, 45(1):113–137, 2000.
References iii
[6] Greta Hsu.
Jacks of All Trades and Masters of None: Audiences’ Reactions to
Spanning Genres in Feature Film Production.
Administrative Science Quarterly, 51(3):420–450, September 2006.
[7] Elina H. Hwang, Param Vir Singh, and Linda Argote.
Jack of All, Master of Some: Information Network and Innovation
in Crowdsourcing Communities.
Information Systems Research, 30(2):389–410, June 2019.
References iv
[8] R Kassen.
The Experimental Evolution of Specialists, Generalists, and the
Maintenance of Diversity.
Journal of Evolutionary Biology, 15(2):173–190, 2002.
[9] Stuart A. Kauffman.
The Origins of Order: Self-organization and Selection in Evolution.
Oxford University Press, 1993.
[10] Thorbjørn Knudsen and Kannan Srikanth.
Coordinated Exploration: Organizing Joint Search by Multiple
Specialists to Overcome Mutual Confusion and Joint Myopia.
Administrative Science Quarterly, 59(3):409–441, 2014.
References v
[11] Daniel A. Levinthal.
Adaptation on Rugged Landscapes.
Management Science, 43(7):934–950, July 1997.
[12] Daniel A. Levinthal and Maciej Workiewicz.
When Two Bosses Are Better Than One: Nearly Decomposable
Systems and Organizational Adaptation.
Organization Science, 29(2):207–224, 2018.
[13] James G. March.
Exploration and Exploitation in Organizational Learning.
Organization Science, 2(1):71–87, February 1991.
References vi
[14] Hart E. Posen and Daniel A. Levinthal.
Chasing a Moving Target: Exploitation and Exploration in Dynamic
Environments.
Management Science, 58(3):587–601, March 2012.
Publisher: INFORMS.
[15] Marlo Raveendran, Phanish Puranam, and Massimo Warglien.
Division of Labor Through Self-Selection.
Organization Science, 33(2):810–830, March 2022.
References vii
[16] Svenja C. Sommer, Elliot Bendoly, and Stylianos Kavadias.
How Do You Search for the Best Alternative? Experimental
Evidence on Search Strategies to Solve Complex Problems.
Management Science, 66(3):1395–1420, March 2020.
[17] Vangelis Souitaris, Bo Peng, Stefania Zerbinati, and Dean A. Shepherd.
Specialists, Generalists, or Both? Founders’ Multidimensional
Breadth of Experience and Entrepreneurial Ventures’ Fundraising at
IPO.
Organization Science, March 2022.

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Brownbag_The_Role_of_Generalists_and_Specialists.pdf

  • 1. Generalists and Specialists in Collaboration An Agent-Based Simulation Model Junyi Li January 9, 2023 Department of Information Systems and Analytics National University of Singapore
  • 2. Outline 1. Introduction 2. Theoretical Foundations 3. Simulation Model 4. Results 5. Conclusion 1 / 21
  • 4. Context 1. Solving problems with insufficient knowledge is ubiquitous in organizations. 2. Preference between knowledge scope and knowledge depth. • Generalist • Specialist 2 / 21
  • 5. Research Gap Empirical evidence highlighting the superior performance of both specialists and generalists suggests that each has its own advantages and limitations that make it easier for them to cope with different circumstances [6, 8, 7, 3, 17]. 1. Task Requirements [2] 2. Performance Measurement [7] 3. Complexity [16, 1] However, little is known about why generalists and specialists perform differently, namely the behavioral differences they exhibit. 3 / 21
  • 6. Research Question How do generalists and specialists search differently? 4 / 21
  • 7. Research Question Individually, how do generalists and specialists search differently? 5 / 21
  • 8. Research Question Collectively, how do generalists and specialists search differently? 6 / 21
  • 10. Problem-Solving as Landscape Search The rugged landscape metaphor of the NK fitness landscapes model [9] has been a useful theoretical and analytical instrument to model complex problem-solving processes. Conceptualizing problem-solving as a system of actions, we assume that an individual has to make decisions concerning N actions to generate one solution. A performance landscape thus is a mapping of any possible set of solutions of individual actions d =< d1, d2, . . . , dN > to performance values F(d). However, prior computational models [10, 14, 15] implicitly assume that collaborating solvers deal with problems at the same level of granularity. 7 / 21
  • 11. Problem-Solving as Landscape Search We extend the traditional binary NK fitness landscape model toward a multi-state one. 8 / 21
  • 12. Cognitive Representation in Problem-Solving 1. A simplified cognitive representation [13, 5, 4], although crude, is useful for examining experiential search in complex environments. 2. Because of the lack of knowledge, solvers can only perceive and propose solutions from a cognitively simplified landscape [5], to which penalties of uncertainty are attached. 3. Average pooling algorithms [11, 5, 12] are used to model cognitive ambiguity such that the average of all alternatives in the refined space is used to calculate the payoff of a coarse solution. 9 / 21
  • 17. Collaboration For simplicity, we consider a two-member team. To collaborate, the agents need to align their cognition. We adopt four collaboration patterns proposed by Gavetti [4]—autonomy, coordination, cognitive control, and circulation of cognition 13 / 21
  • 18. Collaboration 1. Autonomy • No Alignment • Imitate the unknown domains from teammates’ solution 2. Coordination • Partial Alignment • Imitate elements based on self-evaluation 3. Cognitive Control • Mutual Alignment • Anyone can visit and revise the elements 4. Cognitive Circulation • Directed Alignment • One can circulate elements onto the other 14 / 21
  • 20. Independent Search A narrow but refined solution is better than a broad but coarse one when agents with insufficient knowledge are dealing with the problem. 15 / 21
  • 21. Sequential Search 1. For generalists: under low complexity, G benefits from collaboration with G. Under high complexity, G benefits from collaboration with S. 2. For specialists: under conditions of low complexity, specialists benefit from collaboration with G/S. 16 / 21
  • 22. Collective Search: Autonomy Solvers cannot benefit from the autonomy pattern. 17 / 21
  • 23. Collective Search: Coordination 1. Generalists can benefit from collaboration, especially when collaborating with specialists. This is because generalists’ unknown domains may be refined by the specialists and adopted by generalists. 2. In the case of specialists, such complementary knowledge cannot be observed 18 / 21
  • 24. Collective Search: Cognitive Control The mutually imposed, instead of self-selected alignment undermines not only the collaboration efficiency but also what could have been achieved without heavy-handed interventions. (premature convergence) 19 / 21
  • 25. Collective Search: Circulation 1. Generalists benefit from recombining the existing element circulated by specialists. 2. Specialists lose their advantage in refining solutions since the finest solutions could be easily replaced by coarse ones. 20 / 21
  • 27. Conclusion Knowledge Structure Problem-Solving Capability Solution Contribution Generalist Broad yet shallow knowledge Bias toward interdependency percep- tion; Broad repositioning Specialist Narrow yet deep knowledge Bias toward subtlety perception Local refinement 21 / 21
  • 29. Key Parameters N = 12, K varies from 0 to 11, agent number n = 100, landscape repetition is 500. Generalists are modeled as Kb = 6, Kd = 1, while specialists are modeled as Kb = 3, Kd = 2. N = 12 is preferred because two generalists each specializing in 6 domains would require 12 domains in total if the two generalists did not overlap in their expertise, as one of the possible cases.
  • 30. Binary Landscapes 1. An individual has to make decisions concerning N actions to generate one solution. A performance landscape thus is a mapping of any possible set of solutions of individual actions d =< d1, d2, . . . , dN > to performance values F(d). 2. Each element di makes a fitness contribution ci to the overall fitness F(d). 3. the fitness contribution ci for ith design element can be represented as ci = ci(di|K other dj’s). The overall fitness value F(d) is the average of all fitness contributions, that is, F(d) = 1 N PN i=1 ci.
  • 31. Multi-State Landscape The fitness contribution of the coarse granularity is calculated by taking an average of the finest alternatives. For example, a fitness contribution of state A is calculated as the average of two alternatives 1 : state 0 and 1, that is, ci(di = A) = ci(di=0|K other dj’s)+ci(di=1|K other dj’s) 2 1Average pooling is well-adopted in the literature [11, 5, 12].
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