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MGMT 490

Week 4

Global Strategic Management

Professor Ranfeng Qiu

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Professor Ranfeng Qiu

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Studying this chapter should provide you with
the strategic management knowledge needed to:

Learning Objectives

Define business-level strategy.

Discuss the relationship between customers and business-level strategies in terms of who, what, and how.

Explain the differences among business-level strategies.

Use the five forces of competition model to explain how above-average returns can be earned through each business-level strategy.

Define the sustainable competitive advantage

Understand how a business may achieve sustainable competitive advantage – the three order fit model

Use the three-order-fit model to explain how above-average returns can be earned.

Professor Ranfeng Qiu

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Professor Ranfeng Qiu

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Business-Level Strategy (Defined)

  • An integrated and coordinated set of commitments and actions the firm uses to gain a competitive advantage by exploiting core competencies in specific product markets.

Professor Ranfeng Qiu

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Professor Ranfeng Qiu

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Customers: Their Relationship
with Business-Level Strategies

Professor Ranfeng Qiu

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Key Issues
in
Business-level

Strategy

Who will be
served?

What needs will
be satisfied?

How will those
needs be satisfied?

Professor Ranfeng Qiu

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Who: Determining the Customers
to Serve

  • Market segmentation

A process used to cluster people with similar needs into individual and identifiable groups.

Professor Ranfeng Qiu

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All Customers

Industrial/business

Markets

Consumer

Markets

Professor Ranfeng Qiu

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  • Consumer Markets

Demographic factors

Socioeconomic factors

Geographic factors

Psychological factors

Consumption patterns

Perceptual factors

  • Industrial Markets

End-use segments

Product segments

Geographic segments

Common buying factor segments

Customer size segments

Market Segmentation

Professor Ranfeng Qiu

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Professor Ranfeng Qiu

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What: Determining Which
Customer Needs to Satisfy

  • Customer needs are related to a product’s benefits and features.
  • Customer needs are neither right nor wrong, good nor bad.
  • Customer needs represent desires in terms of features and performance capabilities.

Professor Ranfeng Qiu

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Professor Ranfeng Qiu

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How: The Purpose of a
Business-Level Strategy

  • Business-Level Strategies

Are intended to create differences between the firm’s competitive position and those of its competitors.

  • To position itself, the firm must decide whether it intends to:

Perform activities differently or

Perform different activities as compared to its rivals.

Professor Ranfeng Qiu

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Professor Ranfeng Qiu

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Business-level strategy

  • Competitive parity

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  • No firm brings anything (unique) to the game
  • No firm has added value. How do firms compete?

Intense price-based rivalry drives profits down to 0

Professor Ranfeng Qiu

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Business-level Strategy

Professor Ranfeng Qiu

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Increase WtP:

Differentiation Strategy

Lower O.C:

Low Cost Strategy

Both:

DualStrategy

1. Differentiation

2. Low costs

3. Dual advantage

  • Competitive advantage

a wider wedge = Max (WtP – Cost)

Professor Ranfeng Qiu

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Types of Business-Level Strategies

Professor Ranfeng Qiu

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Lowest Cost

Distinctiveness

Basis for Customer Value

**In the textbook, there are also focused low cost and focused differentiation strategies. To me, there is no need to differentiate between the focused or general strategies.

Differentiation

Cost Leadership

Integrated Cost Leadership/ Differentiation

Professor Ranfeng Qiu

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Low Cost Strategy

Professor Ranfeng Qiu

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  • A “quality-effective” way to economize on resources

Professor Ranfeng Qiu

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Professor Ranfeng Qiu

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Value Chain Analysis

Professor Ranfeng Qiu

Professor Ranfeng Qiu

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  • Cost-effective MIS
  • Few management layers
  • Simplified planning
  • Consistent policies
  • Effecting training
  • Easy-to-use manufacturing technologies
  • Investments in technologies
  • Finding low-cost raw materials
  • Monitor suppliers’ performances
  • Link suppliers’ products to production processes
  • Economies of scale
  • Efficient-scale facilities
  • Effective delivery schedules
  • Low-cost transportation
  • Highly trained sales force
  • Proper pricing

Value-Creating Activities
for Cost Leadership

Professor Ranfeng Qiu

2–*

Professor Ranfeng Qiu

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**Value Chain Analysis on Automobile Industry

Professor Ranfeng Qiu

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Stage 1. Identify the principle activities and allocate the total cost

Purchasing

Parts

Inventory

R&D

Design

Comp prod

Assembly

Testing

Qlty

Control

Prod.

Invt

Sales

Mrkt

Distribution

Dealer

After-

sales

The above value chain chart illustrates the value chain activities of an auto industry. Please use this and the next slide as references for your “Discussion forum 4”.

Professor Ranfeng Qiu

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**Value Chain Analysis on Automobile Industry

Professor Ranfeng Qiu

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Stage 2. Identify cost driver for each activity

The above value chain chart illustrates the value chain activities of an auto industry. Please use this and the next slide as references for your “Discussion forum 4”.

Purchasing Parts inventory R&D Design Components prod. Assembly Testing Qlty control Products inventory Sales & mrkt Distribution Dealer & after sales

Professor Ranfeng Qiu

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Low cost strategy

  • Trade-offs

Professor Ranfeng Qiu

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a loss of competitive advantage to newer technologies

Neglect changes in customers’ needs

Competitors imitate the cost leader’s competitive advantage

Professor Ranfeng Qiu

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Low Cost Strategy

  • Low cost = low price???
  • Low cost = low WtP???

Professor Ranfeng Qiu

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Challenger has no advantage, but charges a lower price.

Can it survive?

Challenger is lower costs – and lower WtP.

Can it survive?

Professor Ranfeng Qiu

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Low cost strategy

Professor Ranfeng Qiu

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Low Cost Differentiation Dual
Strategic focus O.C
Product Standardized
Customers Typical
Driving factors Scale Efficiency
Value chain activities Operation, production and logistic technologies

Professor Ranfeng Qiu

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Low Cost Strategy and FF

Professor Ranfeng Qiu

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Low Cost Differentiation
Supplier Absorb cost increase or force suppliers hold down their prices Pass cost increase to customers
Customer Retain customers with low prices Maintain high price with high WtP
New Entrants Significant barriers Barriers to entry with high switching costs
Substitutes Defend against substitutes with low price Provide high price/quality tradeoffs
Rivals Defend again rivals Stay away from price war

Professor Ranfeng Qiu

Differentiation Strategy

  • Differentiate Strategy

Professor Ranfeng Qiu

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  • Better meet customers’ needs.
  • Raise customer WtP  Sold at a premium price

Professor Ranfeng Qiu

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Customers: who?

Professor Ranfeng Qiu

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For consumer markets:

Demographic factors

Socioeconomic factors

Geographic factors

Psychological factors

Consumption patterns

Perceptual factors

For industrial markets:

End-use segments

Product segments

Geographic segments

Common buying factor segments

Customer size segments

Professor Ranfeng Qiu

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Differentiation Strategy

Professor Ranfeng Qiu

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  • Quantify WtP?

“Middle-market consumers - 20%-200% premiums for

well-designed

well engineered

and well-crafted (traditional luxury goods)

not before found in the mass middle market”.

  • Is there WtP calculator?

intangible factors and perceptions (nonlinear)

Professor Ranfeng Qiu

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Differentiation Strategy

Professor Ranfeng Qiu

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Professor Ranfeng Qiu

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  • Highly developed MIS
  • Emphasis on quality
  • Worker compensation for creativity/productivity
  • Use of subjective performance measures
  • Basic research capability
  • Technology
  • High quality raw materials
  • Delivery of products
  • High quality replacement parts
  • Superior handling of incoming raw materials
  • Attractive products
  • Rapid response to customer specifications
  • Order-processing procedures
  • Customer credit
  • Personal relationships

Value-Creating Activities
and Differentiation

Professor Ranfeng Qiu

2–*

Professor Ranfeng Qiu

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Differentiation strategy

Professor Ranfeng Qiu

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Low Cost Differentiation Dual
Strategic focus O.C WtP
Product Standardized Differentiated
Customers Typical Specific (Niche)
Driving factors Scale Efficiency Quality Features Service Innovation, design Prestige image
Value chain activities Operation, production and logistic technologies R&D (design and innovation) Marketing

Professor Ranfeng Qiu

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Differentiation Strategy and FF

Professor Ranfeng Qiu

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Low Cost Differentiation
Supplier Absorb cost increase or force suppliers hold down their prices Pass cost increase to customers
Customer Retain customers with low prices Maintain high price with high WtP
New Entrants Significant barriers Barriers to entry with high switching costs
Substitutes Defend against substitutes with low price Provide high price/quality tradeoffs
Rivals Defend again rivals Stay away from price war

Professor Ranfeng Qiu

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Differentiation Strategy

  • Difficulties

Professor Ranfeng Qiu

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a higher price

not sufficiently differentiate

Competitors offer similar products at a lower cost

Counterfeiters offer a differentiated good or service.

Professor Ranfeng Qiu

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Dual Strategy

Professor Ranfeng Qiu

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Professor Ranfeng Qiu

Dual Strategy

  • Dual advantage

Relatively low cost products with valued differentiated features.

Use primary and support activities to produce differentiated products at relatively low costs.

Professor Ranfeng Qiu

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  • Risks

Lack sufficient low cost

Lack differentiation.

Professor Ranfeng Qiu

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Competitive advantages

  • The tension between O.C and WtP
  • Widening the wedge is difficult

What to compare?

Professor Ranfeng Qiu

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Small premium

coffee shops

Mom & Pop shops

Gas station coffee

McDonald’s

Professor Ranfeng Qiu

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Dual Strategy

Professor Ranfeng Qiu

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Professor Ranfeng Qiu

Dual Strategy

  • Dual advantage (strategy)

Relatively low cost products with valued differentiated features.

Use primary and support activities to produce differentiated products at relatively low costs.

Professor Ranfeng Qiu

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  • Risks

Lack sufficient low cost

Lack differentiation.

Professor Ranfeng Qiu

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Competitive advantages

  • The tension between O.C and WtP
  • Widening the wedge is difficult

What to compare?

Professor Ranfeng Qiu

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Small premium

coffee shops

Mom & Pop shops

Gas station coffee

Starbucks Coffee

McDonald’s

Professor Ranfeng Qiu

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What is strategy?

  • Strategy: the creation of a unique and valuable position, involving a different set of activities (Porter, 1996).

Position

  • Sustainability - “Fit” of activities

“Fit” – internally consistent activities

What not to be, and what not to be

tradeoffs

Professor Ranfeng Qiu

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Professor Ranfeng Qiu

A strategy that creates value in one position may create less value in a different position

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Positioning (strategy)

  • Short-lived advantages: “operational effectiveness is not strategy”

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  • When firms move away from each other in product/technology/taste space.

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Positioning

  • The U.S PC industry (1976-1988)

The IBM-clone PC model.

Differentiation index decline (>37%).

Margins fell (56%, $2.95billion).

“Brand” effect was eroded.

(Mckinsey Quartly, 2000, 2)

Professor Ranfeng Qiu

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Professor Ranfeng Qiu

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Strategic herding

Positioning

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Position (different)

New market

Same market, new activities

few needs of many customers

broad needs of few customers

broad needs of many customers in a narrow market (ex. specific location)

Cola drinks and soda

Professor Ranfeng Qiu

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Segmented markets – more profitable position

Undifferentiated market – price-based competition

The attractiveness of the market

The crowdedness of the market?

Or the size of the market?

Sustainable Strategy – “Fit”

  • Strategic “fit”

choosing a position,

commitment to position

Market-based (external)

Organizational resources (internal).

Professor Ranfeng Qiu

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Professor Ranfeng Qiu

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acties tailored towards a particular position

Without continuity, difficult to develop unique skills and assets and build reputations

A strategic action or a strategic response is a market-based move that involves a significant commitment of organizational resources and is difficult to implement and reverse.

Consistency – first order “fit”

  • First order fit:

Activity (function) - the overall strategy.

  • (Value adding) activities

Directly affecting WtP and O.C

Firms make choice

A source of sustainable advantage

Activities are interlocked

Can be difficult to copy - sustainable

Professor Ranfeng Qiu

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Professor Ranfeng Qiu

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acties tailored towards a particular position

Without continuity, difficult to develop unique skills and assets and build reputations

A strategic action or a strategic response is a market-based move that involves a significant commitment of organizational resources and is difficult to implement and reverse.

Consistency – first order “fit”

Professor Ranfeng Qiu

*

http://www.youtube.com/watch?v=hpVCH-SPKlc

http://www.denverpost.com/breakingnews/ci_18330433

Professor Ranfeng Qiu

*

acties tailored towards a particular position

Without continuity, difficult to develop unique skills and assets and build reputations

A strategic action or a strategic response is a market-based move that involves a significant commitment of organizational resources and is difficult to implement and reverse.

Consistency – first order “fit”

Professor Ranfeng Qiu

*

  • Ikea

Position:

young furniture buyers, stylish at low cost.

Activities:

Limited sale associates;

Packaging

Modulized designs, long-term suppliers

Labeling, European designers

Ready to transport and assemble

Displays in room-like setting

On-site inventory

Professor Ranfeng Qiu

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acties tailored towards a particular position

Without continuity, difficult to develop unique skills and assets and build reputations

A strategic action or a strategic response is a market-based move that involves a significant commitment of organizational resources and is difficult to implement and reverse.

Complementarity of activities – second order “fit”

  • Second order fit:

Activities are reinforcing each other.

Activity – activity – activity

Higher level “fit”, more sustainable

Ikea

  • Activity system

Professor Ranfeng Qiu

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Professor Ranfeng Qiu

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Customers self-serve, no sale associates, ready to assembly, own pick-up and delivery,

Professor Ranfeng Qiu

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Ikea’s Activity System

Limited
Customer
Service

Modular
Designs

Low Mfg
Cost

Self-service
Selection

Self-transport

Limited
sales staff

Customer loyalty

Self -assembly

Suburban Location

Most items in stock

Design focused on low cost

Explanatory labeling

Easy transport

Flat packing kits

Wide variety

Long-term suppliers

Year-round stocking

On-site inventory

Impulse buying

High-traffic store layout

Easy to make

Professor Ranfeng Qiu

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Complexity and History – third order “fit”

  • Complexity, and tacit knowledge

the system - too complex to fully appreciate and copy.

not codified but embedded in unstated routines, implicit.

  • History:

Typically result from a long process of trail-and-error experimentation.

Professor Ranfeng Qiu

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  • 1960s, Swedish adopted a program to build 1 million new apartments in 10 years.
  • Mail-order, catalogue since 1951

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Complexity and History – third order “fit”

  • The importance of small decisions

“success does not depend on doing a few big things, but on doing lots of little things right.”

“Imitators will not have to imitate just a few internal attributes; they will have to imitate thousands, or even hundreds of thousands of such attributes – a daunting task indeed.”

(Barney)

Professor Ranfeng Qiu

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Professor Ranfeng Qiu

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Starbucks’ value-adding activities

  • What is Starbucks’ business-level strategy?

Professor Ranfeng Qiu

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Professor Ranfeng Qiu

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Starbucks

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Few rivals/substitutes create high WtP

Standard supplies and formats lower costs

Good quality and efficiency lead to high satisfaction

High demand and loyalty

experience effects and economies of scale

Expand

Scope and geographic

Costs fall

First mover advantage to negate competition and imitation from rivals and substitutes

Professor Ranfeng Qiu