Chapter 3 Matching Firm Capabilities with Opportunities by Robert Pitts & David Lei Slides prepared by John P. Orr Webster University Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-1 What you will learn… Slide 1 of 2 • The strategic tool known as the value chain • The use of the value chain in evaluating an organization’s internal strengths and weaknesses • The difference between primary and supporting value-adding activities Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-2 What you will learn… Slide 2 of 2 • The concept of competitive advantage • The concept of distinctive competence • Some important economic sources of competitive advantage Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-3 Strategic Snapshot 1 Pizza Hut vs. Domino’s Pizza These competitors can be compared on the following key advantages: • • • • • • Location Reputation Purchase discounts Interrelationships First-mover advantages Location advantage Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-4 Strategic Snapshot 2 General Motors Corporation • Major push to “reinvent itself” • Seeks productivity gains through… – – – – Design Operations Inbound and outbound logistics Procurement initiatives Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-5 The Value Chain • An analytical tool that describes all activities that make up the economic performance and capabilities of the firm. • It is used to analyze and examine activities that create value for a given firm. Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-6 SUPPORT ACTIVITIES Exhibit 3-1 The Value Chain Infrastructure Human Resource Management Technology Development Procurement PRIMARY ACTIVITIES Inbound Logistics Operations Outbound Logistics Marketing / Sales Service Reprinted/Adapted with the permission of The Free Press, a division of Simon & Shuster, Inc., from COMPETITIVE ADVANTAGE: Creating and Sustaining Superior Performance, by Michael E. Porter. Copyright ©1985 by Michael E. Porter. Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-7 The Value Chain • Primary Activities – Activities which relate directly to the actual creation, manufacture, distribution, and sale of a product or service to the firm’s customers. • Secondary Activities – Economic activities which assist the firm’s primary activities. Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-8 The Value Chain • Upstream Activities – Economic activities that occur close to the firm’s suppliers but far away from the customers. • Downstream Activities – Economic activities that occur close to the customer but far away from the firm’s suppliers. Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-9 Primary Activities • • • • • Inbound logistics Operations Outbound logistics Marketing/sales Service Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-10 Secondary Activities • • • • Procurement Technology development Human resources Firm infrastructure Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-11 Technology Development • Product Development – The conception, design, and commercialization of new products. • Process Development – The design and use of new procedures, technologies, techniques, and other steps to improve the value-adding process. Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-12 Exhibit 3-2 SUPPORT ACTIVITIES Pizza Restaurant Industry Value Chain Infrastructure Human Resource Management Technology Development Procurement PRIMARY ACTIVITIES Acquire capital, perform accounting, legal and administrative tasks for each activity Supervise warehouse or facilities/shipping personnel Improve supply chain to cut costs of ingredients Lease space: restaurants or delivery facilities Transport ingredients to restaurants & delivery facilities Inbound Logistics Supervise kitchen personnel/ training Develop new menu items, improve oven design Supervise drivers/ ensure safety Develop new ordering systems; cut delivery time Purchase ingredients & other supplies Purchase or lease phone or online order systems Deliver pizzas to ordering customers Prepare pizzas, salads, other food items Operations Outbound Logistics Copyright Copyright ©2006 ©2006 by by South-Western, South-Western, aa division division of of Thomson Thomson Learning. Learning. 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Oversee marketing personnel Develop new promotional materials/ media Buy TV time Develop advertising copy, programs, promotions Marketing / Sales Develop service personnel, waiters Develop new restaurant formats/ layouts Purchase furniture, tableware Serve food in restaurants Service Slide 3-13 Exhibit 3-3 Automotive Industry Value Chain Acquire capital, perform accounting, legal and administrative tasks for each activity SUPPORT ACTIVITIES Infrastructure Human Resource Management Technology Development Procurement PRIMARY ACTIVITIES Oversee warehouse, transport personnel Supervise workforce, union relations Oversee warehouse, transport personnel Work with suppliers to develop more efficient means to transport parts Improve product design & manufacturing processes; quality programs Work with distributors, logistics firms to raise quality Negotiate with suppliers to cut costs and improve quality Transport components to assembly facilities Buy components, assembly equipment Make and assemble components into autos Negotiate with suppliers to cut costs and improve quality Transport autos to dealers Inbound Logistics Operations Outbound Logistics Copyright Copyright ©2006 ©2006 by by South-Western, South-Western, aa division division of of Thomson Thomson Learning. Learning. All All rights rights reserved. reserved. Supervise advertising & sales personnel Improve selling methods Supervise maintenance personnel Improve maintenance procedures Hire advertising Buy tools for agency, buy maintenance media time personnel Advertise, promote, and sell autos Marketing / Sales Maintain and repair autos Service Slide 3-14 Exhibit 3-4A Pizza Hut’s Business System SUPPORT ACTIVITIES Infrastructure Administrative, legal and accounting tasks managed systemwide Performed by external suppliers Supervise kitchen personnel, training Supervise drivers, ensure safety Oversee marketing personnel Technology Development Outsourced to software companies Develop new menu items; improve oven design Develop new ordering systems to service callers; cut delivery times Develop new Develop new promotions on restaurant a regular basis formats Procurement Performed by external suppliers Purchase ingredients and other supplies Purchase or lease phone or Buy TV time online ordering systems Purchase furniture, tableware Performed by external suppliers Prepare pizzas, salads and other foods Deliver pizza to ordering customers Serve food in restaurants Human Resource Management PRIMARY ACTIVITIES Inbound Logistics Operations Outbound Logistics Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Develop ad copy, programs, promotions Marketing / Sales Oversee waiters, service personnel Service Slide 3-15 Exhibit 3-4B Domino’s Pizza Business System SUPPORT ACTIVITIES Infrastructure Human Resource Management Technology Development Procurement PRIMARY ACTIVITIES Administrative, legal and accounting tasks managed systemwide Performed by external suppliers Supervise kitchen personnel, training Supervise drivers, ensure safety Oversee marketing personnel Outsourced to software companies Develop new menu items; speed up oven design Develop new ordering systems to service callers; cut delivery times Develop new promotions on a regular basis Lease space for cooking facilities Purchase ingredients and other supplies Purchase or lease phone or Buy TV time online ordering systems Performed by external suppliers Prepare pizzas, salads and other foods Deliver pizza to ordering customers Inbound Logistics Operations Outbound Logistics Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. No restaurant service Develop ad copy, programs, promotions Marketing / Sales Service Slide 3-16 Exhibit 3-5 General Motors’ Business System SUPPORT ACTIVITIES Infrastructure Administrative, legal and accounting tasks managed systemwide Human Resource Management Oversee supplier management personnel Technology Development Streamline turnaround time with suppliers to ship parts Procurement PRIMARY ACTIVITIES Oversee personnel involved in distribution Oversee marketing personnel Invest in new engine designs, car models; develop new factories, tooling Streamline shipping time; web-based inventory tracking Work with dealers to improve selling, product mix Streamline ordering and documentation systems Source parts, components; partner with key suppliers Purchase Buy media capacity on time; work railroads/trucks with advertisers Adopt faster means to order and receive components Make and assemble components into autos Ship to dealers using railroads/ trucks; deliver vehicles Inbound Logistics Develop new virtual teams; union relations; oversee workers Operations Outbound Logistics Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. No direct service to customers Advertise, promote product to public; work with dealerships Marketing / Sales Service Slide 3-17 Exhibit 3-6 Common First-Mover Advantages Patents Channel Access License Supply Access Location Reputation Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-18 Exhibit 3-7 Cost per unit of output Economies of Scale A Scale of activity (plant size, sales volume.) Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-19 Exhibit 3-8 Major Contributors to Economies of Scale Specialization Purchase Discounts Fixed-Cost Spreading Vertical Integration Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-20 Exhibit 3-9 Cost per unit of output Economies of Experience Cumulative volume * * Number of unit produced (or sold, serviced, developed, etc.) since commencing an activity. Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-21 Exhibit 3-10 Major Contributors to Experience Benefits Employee learning Product redesign Process improvement Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-22 Strategic Competency in action Creating Distinctive Value: Toyota Motor of Japan • Becomes world’s No. 2 automaker • Engineer Ohno and kaizan • Poke-yoke and synchronization • CCC21 trims $2.6 billion in costs • Second-generation hybrid Prius Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-23 Exhibit 3-11 SUPPORT ACTIVITIES Activities Frequently Benefiting From First-Mover Advantage Infrastructure Human Resource Management Technology Development Procurement Hiring creative personnel Reputation Patent protection; license; innovative design Creative marketing Supply access Proprietary License processes; patent protection, license PRIMARY ACTIVITIES Inbound Logistics Operations Outbound Logistics Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Location, channel access, reputation Marketing / Sales Reputation; license Service Slide 3-24 Exhibit 3-12 Requirements for Achieving Scale and Experience Advantage • Centralization - Activity must be centralized • Susceptibility - Activity must be susceptible to to the processes which produce scale and experience benefits • Implementation - Activity must be properly implemented • Proprietary - Benefits of scale and experience must be proprietary Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-25 Internet Growth and Competitive Advantage • Compressing the value chain • Building extended, Internet-driven supply chains • Competitive dynamics and the Internet Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-26 Exhibit 3-13 SUPPORT ACTIVITIES Pizza Hut’s Sources of Competitive Advantage Infrastructure Human Resource Management Technology Development Procurement of food (S) Procurement Procurement of TV time (S, I) Reputation (FM): advertising (S,I) PRIMARY ACTIVITIES Inbound Logistics Operations Outbound Logistics Marketing / Sales Service Key: FM = First Mover Advantages; S = Scale Advantage; I = Interrelationship Advantage Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-27 Exhibit 3-14 Comparative Financial Analysis: Key Ratios Type Examples Measures Indicators Productivity of Profitability Return on Equity (ROE) Profit after taxes firm’s value-adding Shareholder’s equity activities Liquidity Current Ratio Current Assets Current Liabilities Measure of financial solvency Asset Turnover Sales_________ Total Assets Asset use efficiency Activity Inventory Turnover Sales_________ Inventory Leverage Debt/Equity Ratio Turnaround of inventory Corporate Liabilities______ financing; financial Shareholders’ equity risk; default risk Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-28 Ethical Issues: Assessing Rivals • Examining competitors’ products • Questioning competitors’ employees • Using consultants • Engaging in industrial espionage • ‘Raiding’ employees Copyright ©2006 by South-Western, a division of Thomson Learning. All rights reserved. Slide 3-29