IRELAND | HOSKISSON | HITT THE MANAGEMENT OF STRATEGY CONCEPTS AND CASES 10E CHAPTER 4: BUSINESS-LEVEL STRATEGY THE STRATEGIC MANAGEMENT PROCESS KNOWLEDGE 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 businesslevel strategies. ● Use the five forces of competition model to explain how above-average returns can be earned through each business-level strategy. ● Describe the risks of using each of the business-level strategies. IMPORTANT DEFINITION BUSINESS–LEVEL STRATEGY: HOW TO COMPETE IN A SPECIFIC INDUSTRY ■ 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 ■ It is the core strategy ■ Every firm must form and use a business-level strategy for each one of its businesses ■ Business-level strategy choices matter because long-term performance is linked to a firm’s strategies BUSINESS-LEVEL STRATEGY ONE BUSINESSLEVEL STRATEGY SEVERAL BUSINESSLEVEL STRATEGIES •A single-product market/single geographic location firm employs one business-level strategy and one corporate-level strategy identifying what or which industry the firm will compete in •A diversified firm employs a separate business-level strategy for each product market area in which it competes and one or more corporate-level strategies dealing with product and/or geographic diversity CORE COMPETENCIES AND STRATEGY Core Competencies Strategy Business-level Strategy Resources and superior capabilities that are sources of competitive advantage over a firm’s rivals An integrated and coordinated set of actions taken to exploit core competencies and gain competitive advantage Providing value to customers and gaining competitive advantage by exploiting core competencies in individual product markets CUSTOMERS: THEIR RELATIONSHIP TO BUSINESS-LEVEL STRATEGIES Who will be served? KEY ISSUES in BUSINESSLEVEL STRATEGY What needs will be satisfied? How will those needs be satisfied? CUSTOMERS: THEIR RELATIONSHIP TO BUSINESS-LEVEL STRATEGIES EFFECTIVE GLOBAL COMPETITORS Adept at identifying customer needs across cultures and geography Quickly and successfully adapt products/services to meet those needs BUSINESS-LEVEL STRATEGIES FIVE COMPETITIVE FORCES GENERIC: Applicable to any organization in any industry VALUE CHAIN ACTIVITIES RISKS for each Strategy Effective STRUCTURE for each Strategy CUSTOMERS: THEIR RELATIONSHIP TO BUSINESS-LEVEL STRATEGIES SATISFYING CUSTOMERS IS THE FOUNDATION OF SUCCESSFUL BUSINESS STRATEGIES • Managing relationships with customers • Reach, richness, affiliation • Who will be served • What needs will be satisfied • How those needs will be satisfied CUSTOMERS: THEIR RELATIONSHIP TO BUSINESS-LEVEL STRATEGIES REACH EFFECTIVELY MANAGING RELATIONSHIPS WITH CUSTOMERS Access and Connection to Customers RICHNESS Depth and Detail of Two-Way Flow of Information Between the Firm and Customer AFFILIATION Facilitating Useful Interactions With Customers WHO: DETERMINING THE CUSTOMERS TO SERVE MARKET SEGMENTATION A PROCESS USED TO CLUSTER PEOPLE WITH SIMILAR NEEDS INTO INDIVIDUAL AND IDENTIFIABLE GROUPS Consumer Markets Industrial Markets MARKET SEGMENTATION: CONSUMER MARKETS 1. DEMOGRAPHIC FACTORS (age, income, sex, etc.) 2. SOCIOECONOMIC FACTORS (social class, stage in the family life cycle) 3. GEOGRAPHIC FACTORS (cultural, regional, and national differences) 4. PSYCHOLOGICAL FACTORS (lifestyle, personality traits) 5. CONSUMPTION PATTERNS (heavy, moderate, and light users) 6. PERCEPTUAL FACTORS (benefit segmentation, perceptual mapping) 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 ■ Successful firms learn how to deliver to customers what they want, when they want it Customers are the lifeblood of a firm CUSTOMERS: HOW ● WHAT ● WHO WHAT: Satisfy Customer Needs WHO: Target Group of Customers BUSINESS-LEVEL STRATEGY PURPOSE BUSINESS-LEVEL STRATEGIES are intended to create differences between the firm’s position relative to those of its rivals To position itself, the firm must decide whether it intends to: ● Perform activities differently, or ● Perform different activities as compared to its rivals BUSINESS-LEVEL STRATEGY PURPOSE BUSINESS-LEVEL STRATEGY is a deliberate choice about how the firm will perform the value chain activities to create unique value Southwest’s Competitive Advantages (rivals unable to imitate): ● Tight integration among activities ● Cost leadership strategy ● Unique culture and customer service BUSINESS-LEVEL STRATEGY PURPOSE Southwest Airlines Activity System SOURCES OF COMPETITIVE ADVANTAGE ■ Achieving LOWER OVERALL COSTS than rivals ■ Performing activities differently (reducing process costs) ■ Providing a low cost product that customers deem as ACCEPTABLE ■ Possessing the capability TO DIFFERENTIATE the firm’s product or service and command a premium price ■ Performing MORE HIGHLY VALUED activities FIVE GENERIC BUSINESS-LEVEL STRATEGIES Five Business Level Strategies TARGET MARKETS BROAD NARROW •Firms serving a broad market seek to use their capabilities to create value for customers on an industry-wide basis; competing in many customer segments •A narrow market segment means that the firm intends to serve the needs of a narrow customer group; tailoring its strategy to serving them at the exclusion of others BUSINESS-LEVEL STRATEGY EFFECTIVENESS ■ None of the five business-level strategies is inherently or universally superior to the others ■ The effectiveness of each strategy is contingent upon: ● External opportunities/threats ● Internal strengths/weaknesses ■ KEY: A successful business-level strategy must match external opportunities/threats with internal strengths, i.e., its core competencies COST LEADERSHIP STRATEGY An integrated set of actions taken to produce goods or services with features that are acceptable to customers at the lowest cost, relative to that of competitors with features that are acceptable to customers ■ Relatively standardized products ■ Features acceptable to many customers ■ Lowest competitive price COST LEADERSHIP STRATEGY: VALUE CHAIN ACTIVITIES ■ Value chain analysis identifies the parts of a firm’s operations that create value and those that do not ■ A competitive advantage in logistics creates more value for a cost leadership strategy than for a differentiation strategy Inbound logistics [materials handling, warehousing, and inventory control] Outbound logistics [collecting, storing, and distribution] COST LEADERSHIP STRATEGY: VALUE CHAIN ACTIVITIES Examples of Value-Creating Activities Associated with the CostLeadership Strategy VALUE-CREATING ACTIVITIES FOR COST LEADERSHIP RECONFIGURE THE VALUE CHAIN FOR COST ADVANTAGE • Cost-effective MIS • Monitor suppliers’ performances • Few management layers • • Simplified planning Link suppliers’ products to production processes • Consistent policies • Economies of scale • Effecting training • Efficient-scale facilities • Easy-to-use manufacturing technologies • Effective delivery schedules • Investments in technologies • Low-cost transportation • Finding low cost raw materials • Highly trained sales force • Proper pricing VALUE-CREATING ACTIVITIES FOR COST LEADERSHIP Alter production process New raw material Change in automation Forward integration New distribution channel Backward integration Change location relative to suppliers or buyers New advertising media Direct sales in place of indirect sales COST LEADERSHIP STRATEGY: RISKS • COMPETITIVE RISKS – OBSOLESCENCE: processes used to produce and distribute goods/services may become obsolete due to competitors’ innovations – COST REDUCTIONS: too much focus on cost reductions may occur at expense of customers’ perceptions of differentiation – IMITATION: competitors, using their own core competencies, may successfully imitate the cost leader’s strategy DIFFERENTIATION STRATEGY An integrated set of actions taken to produce goods or services (at an acceptable cost) that customers perceive as being different in ways that are important to them ■ Focus is on non-standardized products ■ Appropriate when customers value differentiated features more than they value low cost ■ Firms must still be able to produce differentiated products at competitive costs to reduce upward pressure on the price that customers pay DIFFERENTIATION STRATEGY: DISTINCTIVE ACTIONS Firms seek to be different from competitors on as many dimensions as possible Differentiation approaches ■ Unusual features ■ Responsive customer service ■ Rapid product innovations ■ Technological leadership ■ Perceived prestige and status ■ Different tastes ■ Engineering design and performance DIFFERENTIATION STRATEGY: VALUE CHAIN ACTIVITIES Examples of Value-Creating Activities Associated with the Differentiation Strategy VALUE-CREATING ACTIVITIES FOR DIFFERENTIATION • Highly developed MIS • High quality replacement parts • Emphasis on quality • • Worker compensation for creativity/productivity Superior handling of incoming raw materials • Attractive products • Use of subjective performance measures • Rapid response to customer specifications • Basic research capability • Order-processing procedures • Technology • Customer credit • High quality raw materials • Personal relationships • Delivery of products VALUE-CREATING ACTIVITIES FOR DIFFERENTIATION RECONFIGURE THE VALUE CHAIN FOR DISTINCTIVENESS Whereas cost leadership targets a specific industry, differentiation creates value by distinguishing products/services A firm must consistently upgrade differentiated features that customers value and/or create new valuable features (innovate) without significant cost increases Create sustainability through: Customer perceptions of distinctiveness Customer reluctance to switch to non-distinctive products DIFFERENTIATION STRATEGY: RISKS • COMPETITIVE RISKS – PRICE DIFFERENTIAL: between the differentiator’s and the cost leader’s products becomes too large – VALUE DIMINISHED: Differentiation ceases to provide value for which customers are willing to pay – EXPERIENCE: narrows customers’ perceptions of the value of differentiated features – COUNTERFEIT: goods replicate differentiated features of the firm’s products FOCUSED STRATEGIES An integrated set of actions taken to produce goods or services that serve the needs of a particular competitive segment Target markets include: ■ Particular buyer group (e.g., youths or senior citizens) a ■ Different segment of a product line (e.g., products for professional painters or the do-ityourself group) ■ Different geographic market (e.g., northern or southern Italy by using a foreign subsidiary) FOCUSED STRATEGIES Types of focused strategies: ■ Focused cost leadership strategy ■ Focused differentiation strategy To implement a focus strategy, firms must be able to: Complete various value chain activities in a competitively superior manner in order to develop and sustain a competitive advantage and earn above-average returns FACTORS THAT DRIVE FOCUSED STRATEGIES ■ Large firms may overlook small niches ■ A firm may lack the resources needed to compete in the broader market ■ A firm is able to serve a narrow market segment more effectively than its larger industry-wide competitors can ■ Focusing allows the firm to direct its resources to certain value chain activities to build competitive advantage FOCUSED COST LEADERSHIP STRATEGY A firm focuses on a niche market, adding value by leveraging value chain activities that allow valuecreation through the cost leadership strategy ■ Competitive advantage: low-cost ■ Competitive scope: narrow industry segment FOCUSED DIFFERENTIATION STRATEGY The value chain may be analyzed to determine if a firm is able to link the activities required to create value by using the focused differentiation strategy ■ Competitive advantage: differentiation ■ Competitive scope: narrow industry segment FOCUS STRATEGIES: RISKS • COMPETITIVE RISKS – OUTFOCUSED: a focusing firm may be “outfocused” by its competitors – COMPETITION: a large competitor may decide that the market segment served by the focus strategy firm is attractive and worthy of competitive pursuit – CHANGING PREFERENCES: customer preferences in the niche market may change to more closely resemble those of the broader market INTEGRATED COST LEADERSHIP/ DIFFERENTIATION STRATEGY Efficiently produce products with differentiated attributes: • EFFICIENCY: SOURCES OF LOW COST • DIFFERENTIATION: SOURCE OF UNIQUE VALUE ■ Readily adapts to external environmental changes ■ Concentrates simultaneously on TWO sources of competitive advantage: cost and differentiation ■ Competence and flexibility required in several value chain activities INTEGRATED COST LEADERSHIP/ DIFFERENTIATION STRATEGY Three sources of flexibility useful for this strategy: ■ Flexible manufacturing systems (FMS) ■ Information networks ■ Total quality management (TQM) systems INFORMATION NETWORKS Links companies electronically with their suppliers, distributors, and customers ■ Facilitates efforts to satisfy customer expectations in terms of product quality and delivery speed ■ Improves flow of work among employees in the firm and their counterpart suppliers and distributors ■ Requires customer relationship management (CRM)