Privilegiar os inputs sobre os outputs (parte II)

Parte I.

"Prime Movers, by reconfiguring, draw new boundaries thereby erasing old system definitions. ... moving from narrow and traditional competences to mobilizing broader (and developing new) competences, and from accepting the existing business definitions and rules of the game to imposing new rules of the game that transcend traditional industry boundaries and business system definitions.
…
Prime Movership not only as a set of objective, observable behaviors, but also as a mode of being, a mind-set.
…
Companies with a strong identification with their product (or production process) rarely become reforming Prime Movers although it is not uncommon for them to think of themselves as such. Those who do typically have a mental orientation more related to a broader notion of value creation. They look at the overall functioning and the larger, overall system in which they themselves are a part. We will refer to this as upframing.
…
A company that wants to expand its notion of the Value-creating System in which it works may start by systematically looking at the life cycles of the products and the total value-creation contexts of the customers with which it works.
…
A particularly fruitful way of reframing, in our experience, is to focus on the customer of the company as the major stakeholder, and to mentally frame oneself as part of the customer’s business. [Moi ici: Pensar nos inputs em vez de começar pelos outputs] … A major conceptual implication of doing so is to move away from the traditional industrial view of the customer offering as an output of one’s production system to a view in which the customer offering is seen as an input in the customer’s value creating process.  [Moi ici: Tremendo insight!!!] This requires the company to understand the customer’s business and value-creating process and use that as the basic framework within which one defines one’s business."

Tremendo este Richard Normann e o seu "Reframing Business"!!!

Mensagem deste Verão

"Value over volume"

Há dias criticavam a União Europeia por esta querer relacionar o aumento do número de professores com a melhoria dos resultados dos alunos.

Onde é que já se viu tamanha enormidade?! (Estou a ser irónico)

Eis o futuro na saúde, também:

"Doctors and hospitals are increasingly being paid not for the quantity of care they provide, but for the outcome or quality of care patients receive. The emerging trend in health care is about rewarding value, rather than volume. This is the future, where there is less focus on the number of tests or treatments a patient receives and more focus on whether a patient’s health is improving.
...
Roughly 20 agreements have been announced in recent months, and each is developed with differing details. For example, some result in larger rebates or lower prices if a drug does not lead to its intended results. Other arrangements let patients “try before you buy” and only require payment if the therapy works. Still others promote “pay for performance” in which a drug’s cost is tied to its effectiveness....While nearly 90 percent of all drugs on the market are low-cost generic medicines, roughly 5 percent of patients take so-called “specialty” drugs to treat serious or life-threatening diseases. These drugs represent one-third of all drug spending, and this trend is expected to continue with the discovery of new treatments for rare diseases and other highly personalized medicines."

Trechos retirados de "The future of drug pricing: Value over volume"

Privilegiar os inputs sobre os outputs

Pessoalmente uso o termo "pivô". Recordar "Primeiro, quem é o pivô da vossa procura?"

"I will reserve the term ‘Prime Movers’ for reconfigurers who do not just base themselves on a historical imperfection, and where the reconfiguration does not only come as a result of technological breakthroughs.
…
Prime Movers create cases of reconfiguration which seem to stem from a new design vision of an 'industry' or broader system of value creation. The design vision seldom is clear-cut from the start; rather, it has emergent characteristics. Prime Movers rend to envision a broader Value-creating System (as opposed to a technological innovation, a new product, or the simple exploitation of an economic imperfection) as the outcome of their strategy.
…
Prime movers … they move away from focusing on the competences required to manufacture and sell a product to a focus on the much broader set of competences related to the design and functioning of a Value-creating System. [Moi ici: Outra forma de dizer, privilegiar os inputs sobre os outputs]
…
The Prime Movers listen to the war cries and live up to them in the sense that they have only a limited number of competences and activities inside themselves. Instead, they develop another specific competence, namely the competence to mobilize and manage external actors and their competences which are outside the Prime Mover company.
…
While retaining and nurturing their own specific generic competences which they add to the totality of the Value-creating System, each of these Prime Movers adds a unique competence to the whole: a vision-based network pattern, and the ability to actually bring players with disparate assets and competence, together into forming a new, functioning Value-creating System. The end result is that Prime Movers move from focusing on a traditional and narrow (often production- and commodity-based) set of competence, to a much broader and partly new set of competences and users, which they are able to mobilize and coordinate (but not necessarily or even generally own) to that the result becomes a shift of focus from a product or service to a Value-creating System."

Gosto de despertar esta capacidade em empresários e gestores.

Fugir da armadilha afuniladora do "old focus" e abrir a mente para o manancial de oportunidades criativas que se podem abrir com o "new focus".

Ver o mundo através de um novo ponto de vista.

Trechos retirados de "Reframing Business" de Normann

"Small brands are stealing share from big brands" (parte II)

Parte I.

"WHY DAVID IS WINNING [Moi ici: Curiosa este recurso à metáfora de David e Golias. Quem estará a fazer o papel de Saúl?]
.
For the past five decades or more, multinational FMCG companies strengthened their brands, expanded their portfolios, steadily increased share and revenues, and created strong shareholder value. It was an era of big media, big retailers, and big brands. [Moi ici: E depois ...] But about five years ago, smaller companies and brands began to take share from their much larger rivals for the first time.
...

...
[Moi ici: Segue-se algo com o que não concordamos] Consumer Demand.
The belief that consumers’ preferences have shifted is understandable but misplaced. On the basis of our research in this area and our work over the past five years with global FMCG companies competing against smaller rivals in more than 20 categories, we have concluded that the fundamental drivers of consumer demand have remained consistent over time. [Moi ici: Continuem a laborar nesse erro para que as PME possam continuar a aproveitar]"

No caminho da "magia" (parte II)

Parte I que cita "Conseguem imaginar os job-to-be-done?".

Apreciar esta inovação:

This glove can give the disabled working hands pic.twitter.com/kuEbPArfXL

— Vala Afshar (@ValaAfshar) October 15, 2017

Não consigo deixar de pensar nos Golias do sector, mais interessados em aumentarem a quota de mercado através de aquisições e fusões, mais interessados no output do que no input, incapazes de calçarem os sapatos do cliente e verem o mundo de oportunidades a partir dessa perspectiva. Recordar também este postal, "Cuidado com a absolutização do que a nossa empresa produz".

"it took a holistic approach towards how to play"

Retirei a figura que se segue do livro "Reframing Business" de Richard Normann:

Figura fácil de relacionar com esta estória:

"Where to play: Instead of thinking about existing customers, Pro 7 asked itself, who is not buying TV advertising and why not? The answer: Start ups and small and medium enterprises (SMEs). Why don’t they buy? They usually don’t have the money. If they have the money, they don’t want to spend it on something like TV advertising with an uncertain outcome. And even if they were interested in buying TV advertising, they didn’t have the experience and skills to plan and execute a TV media campaign.
.
How to play: Instead of simply thinking about how to make the existing product, TV advertising, available to start ups and SMEs, Pro 7 took a more holistic approach, thinking about the products, services, the customer experience, but also the business and revenue models required to turn these noncustomers into customers, while at the same time making sure Pro 7 would not sacrifice its margins. The initial answer was to give away advertising minutes for free and in turn receive a share of the revenues created by its advertising. Along with this new revenue model, Pro 7 took care of media strategy and planning, spot production and execution, offering the new customers a holistic customer experience. Since its origins in 2012, the model has evolved into media-for-revenue-share and media-for-equity, making Pro 7 the first company in the world investing with its media power into start ups.
.
How to win: The change in the revenue model occurred only after some time. The initial media-for-revenue-share model made a lot of sense for the customers, but not for Pro 7. Only after offering media-for-equity did the new strategy create value not only for the customers, but also for Pro 7, and other equity partners, who had complained about the revenue-share model, as Pro 7 was taking cash out of the business.
.
So in other words, Pro 7 asked about noncustomers and what their barriers to consumption were; it took a holistic approach towards how to play, crafting a comprehensive offering, business model, and revenue model; and it thought about how to create value not only for its customers, but also itself, and its ecosystem partners."

Calçar os sapatos do cliente, ou do não cliente, e ver o mundo pelos seus olhos. O truque é deixar de pensar em despachar os outputs que se produzem e pensar nos inputs na vida do cliente. Como ele pensa, como ele opera, que medos, que preocupações, que aspirações...

Há dias li este trecho:

"Think “input before output”"

E dei-lhe uma outra interpretação, mais em linha com este slide:

 Pensar em output é pensar em despachar o que se produz, o que no limite significa tentar impingir o vómito que se produz, o "old focus" da 1ª figura.

Pensar em input é pensar no "new focus" da 1ª figura e perceber que o que damos numa relação B2B é um input para ser processado na relação que interessa ao cliente, a sua relação com o seu cliente.

Trecho retirado de "What’s the focus of your strategy conversations?"

Acerca da globalização

"According to Mr. Ghemawat, a globalization strategy should be based on three interrelated options: adaptation, aggregation, and arbitrage.
.
Adaptation means responding to differences among countries by tailoring products and services to suit local tastes and needs. However, each such local variation adds costs and complexity, thus reducing the benefits of aggregation and economies of scale. Smart adaptation requires limiting the amount of local variations as well as finding the most efficient ways of introducing such variations. [Moi ici: Conversa para entreter Golias... presos entre a espada e a parede. Por um lado a eficiência, o querer aproveitar a vantagem da escala, por outro a incapacidade de servir todas as tribos] Platforms offer a good way forward, offering the aggregation benefits of a common platform foundation, while each country or region can develop its own ecosystem of platform partners, whose product and services are adapted to local requirements.
.
Aggregation is used to deliver economics of scale and scope by expanding operations across national borders. Aggregation drives efficiencies and productivity and is one of the most common justification for having a global R&D, manufacturing and logistics strategy. “Those advantages normally have to be pretty large in order to overcome the home court advantage of local competitors… Companies that have operations in markets where they’re only marginally successful, on the other hand, may need to retrench.”
.
Arbitrage leverages economic differences between national and regional markets, such as labor costs and tax incentives. Arbitrage opportunities have somewhat narrowed in recent years, given the rising prosperity of several emerging markets.
...
Companies should consider regional strategies, as a reasonable compromise between a one-size-fits-all global strategy that ignores local differences, and an inefficient and costly highly localized strategy. Such strategies would allow them to take advantage of similarities between neighboring countries in the same region.  “An analysis of 29 distance variables shows that in almost all cases countries from the same region average higher similarity scores than countries from different regions – and often by very wide margins.” Another pragmatic variant is to localize the customer-facing, front end parts of the strategy, while centralizing the back-end platforms that support R&D, production and other operational functions.[Moi ici: Golias a avançarem para plataformas de produção por grandes regiões económicas]
.
The article points out that “the backlash against globalization is also, in part, a backlash against big business.
...
What went wrong? Part of the problem is that global firms have generally responded to this challenging economic environment by focusing primarily on reducing their overall operational costs. Despite dramatic advances in technology, companies have mostly ignored the opportunities to pursue growth through innovative new products and markets."

Trechos retirados de "The True State of Globalization: Not Dead, Not Completely OK"

Ver também "Globalization in the Age of Trump"

"Small brands are stealing share from big brands"

"Small brands are stealing share from big brands. [Moi ici: Em linha com a nossa metáfora de Mongo]
...
Conventional wisdom says that today’s consumers want healthy, natural food and personal-care options, and millennials, in particular, prefer authentic to mass-produced goods. To win back this new breed of consumer, the thinking goes, fast-moving consumer goods (FMCG) companies have few options. Either they can launch small brands, at the risk of fragmenting attention and resources, or they can try to increase earnings through deep cost cutting, emulating the approach the private equity firm 3G Capital has taken in its acquisitions of large consumer brands. In short, many believe organic growth from the core is over.
.
We disagree. Goliath can defeat David. Consumers’ tastes have changed, but their underlying needs and desires have not.  [Moi ici: Não consigo concordar com esta afirmação. Os consumidores já não sãos os mesmos, já não estão prisioneiros do que o industrialismo criou para eles. Em vez de massa passiva e obediente, tribos cada vez mais apaixonadas e intransigentes] What has fundamentally changed is the economics of supply. [Moi ici: Só isto é muito pouco, é verdade mas não é tudo] Scale was once all important. On its own, however, it no longer guarantees competitive advantage. [Moi ici: Verdade que muitos Sarumans na academia por cá ainda não descobriram] Even so, large FMCG companies can prevail over their supposedly nimbler foes. But they need a new playbook.
...
they need to engage with consumers in new ways, accelerating adoption of the viral, personalized, and experience- based methods that small brands have exploited.
.
Third, rather than fearing the complexity that comes with creating and marketing a wider variety of brands and products, they need to embrace it strategically. In a fragmenting world, the ability to serve a wide range of demand effectively and efficiently can be a competitive advantage.
.
Finally, they need to emulate the focus, coordination, and speed of their upstart rivals. Those companies rely on the agile principles, popular in entrepreneurial hubs around the world, of rapid prototyping, testing, and learning in continual cycles."

Acredito que é muito mais do que uma alteração na estrutura económica do fornecimento. Acredito que é muito mais radical e profundo e não creio que no longo prazo a maioria das empresas grandes subsista como tal. Mesmo que queiram mudar estão prisioneiras da necessidade de grandes séries para justificar as taxas de retorno exigidas pelos accionistas.

Trechos retirados de "How Big Consumer Companies Can Fight Back"

ISO 9001 e ecossistemas

O @pauloperes remeteu-me para esta apresentação onde entre outras coisas fixei este ecossistema:

Quem trabalha com a ISO 9001:2015 pode facilmente identificar um, ecossistema da procura, conjunto de partes interessadas relevantes e dos seus requisitos relevantes.

Acerca das exportações YTD - mês 8 (2017)

Com base nos dados das exportações que o INE publicou na semana que agora termina é possível perceber algumas coisas boas.

O acelerar das exportações das máquinas eléctricas.
O bom desempenho da agricultura, a começar pela fruta.

Bom motivo para recordar um tweet desta semana:

A competitividade da economia nacional melhorou muito nos últimos anos e a economia está mais aberta. pic.twitter.com/e6ysmwkv4C

— Alvaro SantosPereira (@santospereira_a) October 12, 2017

Por onde andarão os que acusavam o euro de nos impedir de ser competitivos?

Curiosidade do dia

"A globalização actual, como as anteriores, não tem um autor nem é uma opção que possa ser rejeitada. É uma dinâmica que se estabelece entre factores e estes são independentes das vontades - em especial, não podem ser travados pelas escolhas dos eleitores. Quando os responsáveis políticos permitem que os eleitores confundam o que é um processo com o que pode ser determinado por uma opção dos eleitores, abrem o caminho para o fracasso estratégico."

Trecho retirado de "As escolhas dos eleitores"

Agricultura por gente com skin-in-the-game (parte II)

Interessante esta evolução "Febre dos frutos secos contagia planície alentejana".

Como não recordar os tweets deste postal "Agricultura por gente com skin-in-the-game":

Pena os actores ainda não terem tomado consciência a sério de que têm de assumir o futuro por si e não ficar à espera do papá-Estado. Por um lado temos os produtores que estão a fazer a parte inicial no terreno. No entanto, já poderiam estar a movimentar-se para subir na escala de valor e, por exemplo, equacionar a produção de manteiga de amêndoa. E já poderiam estar a criar uma marca para a região para fugir do granel comoditizado e vender a marca Portugal.

Para reflexão

Há dias ao conversar com o director comercial experimentado de empresa que está a fazer o caminho das pedras para convergir para o omnicanal apanhei um pormenor interessante.

A empresa tem uma vasta gama de clientes que que colocam os seus produtos em lojas onde os consumidores de todo o mundo, literalmente, vão comprar no retalho físico.

A empresa também tem vendido através da internet directamente ao consumidor final, embora em quantidades que não se comparam.

Os lojistas, ou porque são muito conservadores, ou porque as cores escuras ficam melhor nas lojas, preferem encomendar artigos em preto e cinza. Os consumidores, talvez porque seja a sua preferência, ou porque a prateleira virtual saliente mais a cor, preferem de muito longe as cores garridas.

Um choque!

Um choque!

Perceber que na Alemanha e no todo poderoso sector da engenharia também se verifica, e com números impressionantes, o fenómeno dos clientes não rentáveis:

• "To what degree are suppliers aware of the profitability of customer relationships?

• Are unprofitable customer relationships a common phenomenon among business-to-business suppliers?

• To what degree does profitability influence customer management strategies?

• Are suppliers ready to terminate unprofitable customer relationships or are there differences in their willingness to make the final move?

...
Empirical data were gathered among sales managers in the German mechanical
engineering industry.
...
Still, being in charge of managing customer relationships, we expected our respondents to at least intuitively know, which relationships are profitable, regardless of the measurement techniques they apply. On average, respondents estimated 75 per cent of their customer relationships to be profitable. As shown in Figure 2, unprofitable relationships are a common phenomenon among the responding firms. Nearly a fifth of respondents (17.5 per cent) claim that more than half of their customer portfolio is not profitable.
It appears that few firms have a systematic approach to managing unprofitable customers. Only a third (33.7 per cent) uses minimum requirements concerning the profitability of customers such as minimum gross margins. Only a fifth (21.2 per cent) claims to have guiding principles on the handling of unprofitable customers.

...

In order to learn more about suppliers’ motivation not to end unprofitable customer relationships, the respondents were asked to rate several predefined statements on a Likert-type scale ranging from 1 to 7.
...
The vast majority of respondents regard possible future contributions of the customer as a main reason not to terminate currently unprofitable relationships (statement 1). The fact that the majority of respondents agree with the statement that “it is always more expensive to attract a new customer than to keep an old customer” (statement 10) suggests that they have a rather cautious or passive view concerning the issue of ending unprofitable business relationships.
...
Information on customer profitability is scarce in the industry and the methods we examined to measure it are not commonly applied. As knowledge of methods to evaluate customers and their implications is incomplete, firms and their staff have only modest or no reliable knowledge about the value and profitability of their customers. ... very few marketing practitioners are able to provide meaningful estimates of the profitability of their individual customers.
Most respondents confirm that unprofitable relationships are a common feature of the market. Nearly a fifth of respondent firms have to cope with a customer base more than half of which is not (yet) profitable. This means that the other half has to cover up for losses to ensure the supplier’s overall profitability. This might be particularly difficult to achieve during an economic downturn. Given the striking number of unprofitable customer relationships, we have to consider the possibility that industries such as mechanical engineering might often be faced with relatively low profitability. This industry revolves around high capital investments, high costs to serve individual customers, and the need to establish long-term relationships."

Como será por cá? Quando uma empresa não tem uma estratégia clara, quando uma empresa não comunica essa estratégia, quando uma empresa não tem uma estrutura de capital saudável cai nesta armadilha da incapacidade para dizer não, para receber no curto prazo algum dinheiro para se manter à tona e, acaba por se enterrar ainda mais no médio prazo.


Trechos retirados de Sabrina Helm Ludger Rolfes Bernd Günter, (2006),"Suppliers' willingness to end unprofitable customer relationships", European Journal of Marketing, Vol. 40 Iss 3/4 pp. 366 - 383

"achieving strategic resonance"

"Whilst it has been argued by others that manufacturing strategy is the ‘missing link’ in corporate strategy, the gap between the two has widened, rather than narrowed since it was identified. This gap in the literature is true both in mainstream strategy (where manufacturing strategy remains an undeveloped theme and is lost in its critical importance to resource-led and competence based literature) as well as within manufacturing strategy where the root cause of exclusion of manufacturing personnel in the main stream strategy process has not been developed.
.
The reasons for this gap, we suggest, have not been explored sufficiently to date. We suggest the key issue is that, although the change from craft production has often been explained in terms of changes within manufacturing processes, this transition has not been developed in terms of the fundamental impact upon the strategic decision process within firms. Strategic resonance is difficult to achieve in the internal strategy process of the firm whose processes often remain rooted in hierarchical settings fraught with conflicting demands between top levels (strategic) and lower levels (operations) of management. The growth of large, multi-divisional enterprises, particularly within the United States during the emergence of mass production, brought with it the creation of increased levels of hierarchy within the firm. The exclusion of operations personnel from the strategic direction of the firm had enormous impact because now, in contrast to craft enterprises, there could be conflict and tension between conflicting goals within the firm resulting in strategic dissonance.
However, whilst achieving strategic resonance is a profoundly difficult task, it will be a necessary requirement in the continuing highly competitive arena."

Trechos retirados de "Aligning Manufacturing Strategy and Business- Level Competitive Strategy in New Competitive Environments: The Case for Strategic Resonance" de Steve Brown e Kate Blackmon, publicado por Journal of Management Studies · June 2005

"Focus on Problems, Not Ideas"

"1. Don’t Get Trapped in Your P&L
For any business to succeed over the long term, it must earn a return that exceeds its cost of capital. That’s why good managers put so much focus on measuring and managing return on investment (ROI) as a basic operational practice. It is through continuously making incremental progress in lowering costs and increasing revenues that firms achieve competitive advantage in their industry.
.
Yet every enterprise is essentially a square-peg business waiting for a round-hole world. Unexpected changes in technology, customer preferences, and regulation can disrupt even the best-run operation. When that happens, traditional practices will only lead to getting better and better at things people care about less and less.
...
2. Focus on Problems, Not Ideas
Another common misconception about innovation is that it is about ideas. It’s not. The truth is nobody cares about what ideas you have. They care about what problems you can solve.
.
While brainstorming about ideas can be helpful in an operational context, because problems are front and center, for innovation identifying a meaningful problem is half the job."

Trechos retirados de "4 Ways Leaders Can Get More from Their Company’s Innovation Efforts"

"impede que mais valor seja gerado"

Engraçado como ainda ontem ao almoço conversamos sobre um tema parecido com este. Gente que tem um script e não foge dele por nada deste mundo. E com isso, algumas vezes, destrói valor, ou impede que mais valor seja gerado.

"most leaders and organizations tend to focus on just one type of performance. But there are two types that are important for success.
.
The first type is known as tactical performance. Tactical performance is how effectively your organization sticks to its strategy. It is the driver of focus and consistency. It allows organizations to increase strength by directing limited resources to the fewest targets. In Precision’s case, good tactical performance required developing rules, checklists, and standard operating procedures and then following them closely. Similarly, when Starbucks baristas make your latte the same way across cafés, or when a software engineer delivers the expected features each sprint, you are witnessing tactical performance.
.
The second type, known as adaptive performance, is how effectively your organization diverges from its strategy. Adaptive performance manifests as creativity, problem solving, grit, innovation, and citizenship. It allows organizations to create value in a world filled with, as the U.S. military says, volatility, uncertainty, complexity, and ambiguity, where technology and strategy changes rapidly. At Precision, good adaptive performance would have included every line worker coming up with new ideas and then teaching them to their colleagues. If you’ve ever seen a Starbucks barista adapt their greeting to make you feel personally welcome, or an engineer lean over to help a colleague solve an unexpected problem, you’re witnessing adaptive performance.
.
Essentially, tactical performance is how well you stick to your plan, and adaptive performance is how well you diverge from your plan. Every high performer needs both. A great salesperson will operate much more efficiently with a defined process for reaching out to prospects. They will represent the products more consistently. But they must also adapt the standard approach based on each customer’s unique needs. The same is true for any team or organization."

Trecho retirado de "There Are Two Types of Performance — but Most Organizations Only Focus on One"

"algo que a empresa já tem no seu ADN "

Há dias num e-mail tentei descrever de modo sucinto a metodologia que sigo para facilitar a formulação da estratégia numa PME. Escrevi, entre outras coisas, este trecho:

"Normalmente trabalho com PME. E partimos do princípio de que uma PME não tem a veleidade de mudar o mundo nem tem capital suficiente para mudar radicalmente de vida. Assim, procuro que seja feita uma reflexão acerca do ADN da empresa.
.
O que trouxe a empresa até aqui? O que pode servir de ponto de apoio para alavancar uma hipótese de futuro? Onde é que a empresa dá cartas, tem uma vantagem competitiva, pode diferenciar-se? Com que produtos/marcas e clientes consegue melhores margens ou tem menos concorrência?
.
Assim, partindo de algo que a empresa já tem no seu ADN e que a diferencia ou dá potencial de diferenciação peço que desenhemos o ecossistema da procura para a sua oferta futura. Por ecossistema da procura entendo o desenho das entidades externas que a empresa deve privilegiar para criar o futuro modelo de negócio."

Algo que se sintoniza bastante bem com algo que leio em "Strategy is the story":

"Frank Martin, who as a CEO orchestrated the revival of the British model-train maker, Hornby, by turning it from a toy company into a hobby company, put his strategy story in just 15 words. “We make perfect scale models for adult collectors, which appeal to some sense of nostalgia.” He decided to focus on making perfect scale models because that is what collectors look for. Moreover, people would usually specifically collect the Hornby brand because it reminded them of their childhood, and with it a nostalgic, foregone era. Frank Martin’s choices were not just a bunch of disconnected strategic decisions; they hung together, and, combined, made for a logical story.
.
Second, the story must tie to the company’s resources. Importantly, the set of choices has to be clearly linked to the company’s unique resources, those that can give them a competitive advantage in an attractive segment of the market. Although Hornby had been hovering on the brink of bankruptcy for a decade, it still had some valuable resources. First of all, it possessed a valuable brand that was very well-known and appreciated by people who had owned a Hornby train as children.
.
Additionally, the company had a great design capability in its hometown of Margate. However, these resources weren’t worth much when competing with the cheaper Chinese toy makers. The children who wanted a toy train for their birthday didn’t know (and could care less) about the Hornby brand. The precision modelling skills of the engineers in Margate weren’t of much value in the toy segment, where things mostly had to be robust and durable. However, these two resources — an iconic brand and a design capability — were of considerable value when making ‘perfect scale models for adult collectors’. It was a perfect match of existing resources to strategy."

Um bom exemplo do racional que procuro seguir no exercício. O que é que há no nosso CV que possa ser usado para fazer a diferença a trabalhar para outros clientes-alvo com outra proposta de valor?

Acerca do pensamento sistémico

Outro tema relacionado com os ecossistemas da procura:

"The circular economy uses understanding the system to give a better overall result. You can’t ignore the feedback, it’s real. Just because it is not in your model or idea – doesn’t take away the issue. So, systems thinking really is understanding bigger contexts over longer periods and looking at the connections, not the parts, for insights. We are looking for patterns not certainty, because certainty does not exist, but the pattern gives us insight about which direction to move in. A circular economy reflects this more contemporary scientific understanding of how the world works.
...
Lou: So how can people know where to start when it comes to systems thinking? How do we break free from habitual thinking and take things forward?
.
Ken: This indirect causation makes it difficult to know where to intervene in the system, because people expect visible action. They are used to reacting to cause and effect. Having a different perspective on how the world works doesn’t sound like taking action"

Trechos retirados de "What is systems thinking? And why does it matter for a circular economy?"

"dealing with unprofitable customers" (parte II)

Parte I.

Gosto desta linguagem da SDL para explicar o fenómeno dos clientes que destroem valor:

"By identifying and considering a range of stakeholders, firms can gain competitive advantage by engaging not only with customers but also other partners to encourage intergroup engagement [Moi ici: Ecossistema]
...
The SDL literature states that value is created within a service system. The firm uses its operant resources to interact with other actors in the service system and, in particular, engages with customers’ value creation as actor-to-actor. These interactions, providing they are positive, lead to an improvement in the well-being of the service system as a whole, wherein the customer and value co-creation become embedded.
.
Value destruction, however, arises from incongruent elements of practice, which depart from the shared understandings of practice among firm, customer and service system. If these understandings are not shared, value is destroyed rather than created and leads to the decline in the well-being of at least one of the systems and brings about an asymmetry in the service system. Instead of gaining competitive advantage through the action of the actors, the firm and the wider system are placed at a disadvantage.
...
Although it has been suggested that the firm thinks of its consumers as equipped with the full range of operant resources to co-create value, it may only be ‘good’ customers who are able and willing to apply the specialized skills and knowledge to gain value-in-use. The firm has customers or prospective customers who are unwilling to provide reciprocal resources who fail to understand the reciprocity of the value proposition, who are unable to acquire the skills and resources to be effective resource integrators or, who ‘may botch...’. All of these suggest that in terms of value co-creation, customer operant resources may not necessarily interact beneficially with the operand resources of the firm as required by SDL. In these circumstances, these customers may not gain value-in-use so that the firm’s service propositions will have negative value for them, both experiencing a loss. If certain customers are unwilling or unable to use their operant resources to co-create value, they cannot act as the fundamental units of exchange and hence collaborative value-creating partners. The firm may provide opportunities for these customers to learn how to develop their operant resources to co-create, but if it encounters repeated instance of value destruction, it may have to discontinue further investment in that customer and discourage further interactions.
...
The destruction of value is not limited to the firm/customer dyad but resonates throughout the service system."

Continua.

Trechos retirados de "Selective demarketing: When customers destroy value" publicado por Marketing Theory 1–18, 2016

Curiosidade do dia

À atenção dos fragilistas, "L’affondo di Schäuble: «Insolvenza automatica per i Paesi in difficoltà
che chiedono aiuto»":

"Era la sua ultima occasione e non l’ha sprecata. Nel gesto, prima ancora che nel suo contenuto, è racchiuso il messaggio che Wolfgang Schäuble ha voluto lasciare al resto d’Europa: io vado, ma le mie politiche restano. Le presento da solo, senza aspettare neppure la Francia. E prevarranno.
...
La differenza è che stavolta il «non paper» di Schäuble ha il pieno appoggio della cancelliera, anche nel prossimo mandato da leader. Washington, sotto Donald Trump, è presa da troppi problemi per notare cosa fa la Germania in Europa. E quel testo uscito ieri dalla cartella di Schäuble non è molto meno radicale di quello che, espellendo la Grecia, avrebbe trasformato l’area euro in un club in cui un Paese può sanzionarne un altro nel modo finanziariamente più duro.
...
L’obiettivo esplicito per la Germania è introdurre un fattore di disciplina che spingerebbe i governi a ridurre i debiti. L’obiettivo implicito sembra invece di ridurre l’esposizione tedesca a futuri salvataggi simili a quelli di Grecia, Spagna, Portogallo, Irlanda e Cipro. Berlino prevede infatti che i rimborsi dei titoli di Stato siano rinviati se un governo chiede aiuto all’Europa. Quindi, «gli investitori dovrebbero contribuire» (cioè subire perdite esplicite sui titoli di Stato) se l’emergenza non passasse."

Um pouco de estratégia na agricultura pode fazer toda a diferença

Há dias aproveitei passar perto de Estarreja e passei pelo casal de lavradores que me vende ovos caseiros de contrabando e sem factura (pica especial por chatear a ASAE e a AT em simultâneo). O lavrador contou-me que este ano foi um ano excepcional para a produção de milho. Há muito milho e, por isso, o máximo que consegue é que o comprem a 0,20 € por kilo. Daí que já tenha decidido usar o milho na alimentação dos seus animais.

Enquanto o ouvia pensei logo que ele deveria optar por outras culturas e abandonar o que não faz sentido para um pequeno produtor de um país com fronteiras abertas. Aposto que há muitas culturas alternativas, não tradicionais, que lhe dariam muito mais rendimento.

Voltei a recordar-me deste episódio quando ontem à noite descobri que o amigo Graça me tinha enviado este texto, "New England Is Cracking the Code to Farming — All Year-Long". Texto que me diz muito porque também faço parte de uma "community-supported agriculture, or CSAs", a AMAP Gaia.

Um pouco de estratégia na agricultura pode fazer toda a diferença:

"The community-focused process is especially fruitful in pastoral New England, which has a higher proportion of small operators and family farms than anywhere else in the country. The region doesn’t have a single representative in the U.S. Department of Agriculture’s top 10 agriculture-producing states. “You’re never going to convince really large farmers to get away from the monoculture of planting 1,000 acres of corn,” says Greg Noden, USDA farm operations manager in Geneva, New York. But for a midsize or beginning farmer, it’s a viable shift. And that class of farmer, Noden adds, is “more prevalent in the Northeast than anywhere else.”
.
There are financial benefits for those who change up the typical farming equation. “If you can get people greens in December, not only will you have plenty of demand but you will be able to charge a premium,” says Jim Hafner, executive director of the Keene, New Hampshire–based nonprofit Land for Good. “That’s why you also see people moving into non-land-based farming, such as hydroponics.”"

Estas CSAs permitem:

• assegurar clientes-alvo;
• assegurar prateleira;
• assegurar mecanismo de desenvolvimento da relação;
• mudar de proposta de valor;
• mudar de preço;
• mudar de ecossistema da procura. 

"dealing with unprofitable customers"

Para quem descobriu as curvas de Stobachoff em 2011. Para quem acredita no tecto de vidro, para quem usa o marcador "clientes-alvo" desde 2007, é claro que o desafio de lidar com clientes que destroem valor é aliciante. Não esquecer Byrnes.

"Selective demarketing is a strategic option for a firm to manage customers who are or are likely to be a poor fit with its offering.
...
these customers effectively destroy value by misusing or misunderstanding how to integrate their operant resources with those of the firm.
...
A firm interacts with selected customers to co-construct a consumption experience from which the customer gains value-in-use or co-creates value. The firm directs its marketing efforts at identifying new customers with whom it may be able to co-create value and seeks to extend value co-creation opportunities with existing customers. However, the business environment is far from static; changes occur for the firm, its customers and members of its network. The firm, as a result, may decide to withdraw from existing markets and/or to prioritize new customer groups. Such actions have been labelled selective demarketing, the aim of which is to reduce demand from certain classes of customer. These segments or customer classes may be considered relatively unprofitable or undesirable in terms of their impact on other valued segments of the market, becoming candidates for selective demarketing.
...
some customers effectively destroy value by misusing or misunderstanding how to integrate their operant resources with those of the firm. By destroying value, these customers may be suitable for selective demarketing.
...
Serving some customers may engender high psychological as well as financial costs such as disruptive or aggressive customers encountered by airlines prompting firms to seek ways of encouraging them to go elsewhere. Firms may have up to 30% of their customers making a negative contribution in B2C situations, rising to a half of customers, in a study of German engineering firms.
...
It has been asserted that resource allocation decisions at the market or segment level can result in suboptimal strategies; therefore, firms should allocate resources at the individual customer level instead
...
The firm can then identify those customers who do not generate a desired level of return and may encourage these customers to spend more or reduce the quantity of sales communications
...
By not dealing with unprofitable customers, the firm is failing to optimize its resources. This failure is likely to affect its stakeholders – it has already been noted that serving unprofitable customers raises costs for profitable customers – with costs resonating within the stakeholder system. Although the mandate for selective demarketing is increasingly being accepted, firms are caught in something of a dilemma. On one hand, they have a proportion of customers who generate insufficient revenue and affect stakeholders as well as the firm itself. On the other hand, the repercussions of eliminating these customers either directly or indirectly damages the firm’s reputation. It is, therefore, not surprising that firms may hang back from selectively demarketing but at the same time, the decision not to take action against unprofitable customers is damaging to the firm and its system."

Continua.

Trechos retirados de "Selective demarketing: When customers destroy value" publicado por Marketing Theory 1–18, 2016

Foco e mosaico de actividades (parte IV)

Parte I e parte II e parte III.

"The final two categories depict companies that are living a coherent identity:
.
10. Coherent companies have a powerful value proposition and a system of a few differentiating capabilities that support that value proposition. Their portfolio of products and services grows successfully because of the strengths they consistently bring to bear.
.
11. Supercompetitors use their coherence to shape their future. They apply their capabilities to a broader range of challenges and loftier goals, serve the fundamental needs and wants of their customers, and ultimately lead their industries. These companies are not just playing the game of business well — they’re changing the rules."[Moi ici: Recordar scripting markets, performativity, mercados como configurações]

Trechos retirados de "11 Types of Strategic Maturity: Which One Describes Your Company?"

"There is no silver bullet"

"That’s the problem with patterns. It is beyond our human capacity to swallow them whole, so we curate them to make them more comprehensible. In doing so, we eliminate important context and overfit selected elements of the past onto the future. That makes for a nice story, but fails to take into account the messy details of reality.
.
The truth is that patterns can never be validated backward, only forward. So it doesn’t matter how many success stories we can database and then squeeze into snazzy little graphs. The ugly little secret of business strategy is that you need to make your best guess in an uncertain context, manage resources wisely and see what works. There is no silver bullet."

Trecho retirado de "Don’t Bet On Someone Else’s Success Story"

Olhar para o ecossistema (parte II)

Parte I.

Pensar a nível de ecossistema passa por perceber que os mercados não existem, os mercados são seres vivos que vão existindo e evoluindo:

"the starting point is to view markets as emerging outcomes best understood by following the process of their practical realization
...
the idea of markets as plastic entities that are continously ‘in the making’
...
markets as ‘on-going socio-material enactments that organize economized exchanges’
...
by conceptualizing markets as continuous enactments rather than ready-made, CMS goes beyond simplistic stage models of market emergence, for example, formation–stability– change–dissolution. It stresses that markets are continuously shaped both by explicit efforts to create new markets or change existing ones, and by the everyday activities of buyers and sellers. This allows us to explore how users exert influence over markets beyond the initial commercialization of an offering."

Por exemplo:

"We conceptualize market shaping as five interrelated subprocesses in which users may be involved as agents: qualifying goods, fashioning modes of exchange, configuring actors, establishing market norms and generating market representations." 

Fundamental perceber que se pode ser um arquitecto de paisagens competitivas.

Trechos retirados de "How users shape markets" publicado por Marketing Theory 1–24, 2016

Foco e mosaico de actividades (parte III)

Parte I e parte II.

"Four archetypes refer to companies that have developed a coherent strategy but struggle to execute it:
.
6. Distracted companies have defined a coherent identity for their company, but they have a hard time resisting diversions. They pursue market opportunities that aren’t in line with their strategy.
.
7. Resource-constrained companies struggle to find the funds to execute their strategy. Building differentiating capabilities is difficult and expensive, and the executives at these companies don’t think their financial situation allows them to make the bold moves they need.
.
8. Capability-constrained companies lack the knowledge, skills, or technology needed to build out their capabilities to a world-class level, or to scale them throughout the organization.
.
9. Overstretched companies have defined a coherent identity for themselves, but it is so far away from the company’s current status — and their ability to enlist customers, employees, and investors on their behalf — that they can’t successfully realize their goals."

4 pecados capitais!

Qual será pior, a incapacidade de ter disciplina, muitas vezes por causa da inveja sobre o que outros estão a conseguir, ou o desenho de uma estratégia que não tem em conta a realidade de uma organização.



Trechos retirados de "11 Types of Strategic Maturity: Which One Describes Your Company?"

Olhar para o ecossistema

E volto a "Strategy for a Networked World" de Ramírez & Mannervik para olhar para esta figura.

Várias unidades de negócio da mesma entidade (Scania, a azul).

Compradores do serviço realizado pelos veículos da Scania.

Operadores do serviço realizado pelos veículos da Scania.

Fornecedores e concorrentes de peças para veículos da Scania.

Oficinas que intervêm nos veículos da Scania.

Distribuidores de veículos da Scania e de concorrentes.

Fabricantes de carroçarias.

...

Tal como Normann escreveu...

"take stock of what (one has), yet distance (oneself) from it and explore new territory"

Olhar para o ecossistema actual ou desenhar um ecossistema potencial para subir na escala do valor.

Está tudo relacionado

Está tudo relacionado.

Este texto, "Starbucks Closes Online Store to Focus on In-Person Experience", tem tudo a ver com "How Not to Fail at Retail" e com perceber o papel das interacções e da co-criação de valor.

Tudo o que, por exemplo, o jornalismo mainstream nunca percebeu.

Se os "chineses" do retalho, as lojas online, têm preços e diversidade de oferta imbatível, não adianta tentar competir com eles nesse campeonato (good old Kasparov), não adianta entrar numa guerra entre cães, mais vale mudar para gato.

"O truque está no jogador reconhecer aquilo que faz melhor. Se é melhor na espera e numa estratégia de paciência, então é esse o caminho que deve seguir; se é melhor num ataque poderoso, deve criar condições para o fazer. O elemento chave para uma estratégia de sucesso é assegurar que, no ambiente que está criado, somos muito melhores do que o nosso concorrente. Trata-se de forçá-lo a cometer erros.
...
é preciso conhecer a nossa natureza e a do nosso adversário. Reconhecer as forças e as fraquezas de cada um. E assegurar que a luta se processa num território no qual as nossas fraquezas são menos importantes, enquanto que as do adversário são flagrantes.
...
Se o meu exército tem cavalaria, convém que a batalha seja num vale; mas se a cavalaria for do adversário é melhor que o confronto seja nos montes. Trata-se de encontrar o campo de batalha que potencia a nossa vantagem competitiva e no qual as potenciais vantagens do adversário encontrem contrariedades. Acredito que a maioria das batalhas - na história militar, nos negócios ou no xadrez - são decididas por manobras prévias e que as grandes vantagens competitivas são acumuladas antes da batalha propriamente dita." [Moi ici: Claro que há que dar um desconto à visão dos negócios como uma guerra ou um jogo. Não devemos ser como o Dick Dastardly e darmos demasiada importância à concorrência. Nos negócios o objectivo não é eliminar o concorrente, o objectivo é  seduzir de forma sustentada um cliente]

Por um lado:

"“Every retailer that is going to win in this new environment must become an experiential destination,” Mr. Schultz told investors in April." [Moi ici: O mais provável é que o máximo que o comércio online possa fazer seja "permutar". O comércio online é muito bom para artigos padrão, é muito bom para artigos permutados, não é bom para quem procura algo à sua medida, para quem procura algo que ainda não existe, para quem não sabe o que procura]

Acerca da evolução da vantagem competitiva

Este artigo "Pay Attention To Your ‘Extreme Consumers’" aparece-me numa altura em que ando a fermentar uma ideia.

Neste postal recente apresentei um insight poderoso:

"Customers often think we are different not because we are different, but because we recognize what makes them different."

 Há dias num artigo qualquer alguém recordava a falência da Monitor fundada por Porter e declarava-a como sinal do fim das vantagens competitivas. No entanto, não consigo engolir essa afirmação.

Acredito é que o material das vantagens competitivas agora é outro. No apogeu do século XX a grande massa de plankton estava disposta a comprar o que a produção lhes oferecia. A competição era pela eficiência, a vantagem competitiva era o preço.

Há medida que convergimos para Mongo e que a massa de plankton diminui para dar lugar a cada vez mais tribos apaixonadas, e se a vantagem competitiva passa agora pela capacidade de co-criar valor através de interacções preciosas? E se a vantagem competitiva passa agora não pelo que cada um tem mas pelo que resulta da interacção entre o que cada um tem?

O artigo inicial remete-me para o número crescente de tribos de consumidores extremistas, os tais assimétricos de que falava Taleb, gente que valoriza uma interacção com gente do mesmo sangue.

o potencial de subida na escala de valor ...

Um título que diz tudo "The World's Worst Pricing Model":

". . . is also one of the world’s most popular. It is cost-plus. I’m talking about anything where the price is based on a mark-up applied to costs.
...
Cost-plus pricing has many apparent advantages. It is simple to use, appears systematic, even “scientific” and can be easily audited. It avoids the need to get to grips with the psychology of pricing. On the debit side, though, it can leave huge amounts of money on the table and in some cases destroy a business.
...
you need to understand what value you actually provide to customers. This can surprisingly hard because if you have been operating cost-plus you have been able to avoid thinking about it. It needs an understanding of context.
...
Secondly, you need to be sufficiently different from your competitors that they will pay for the value you create. If you are just one of the crowd, it makes no difference how much value you create; one of your competitors will be stupid enough to quote a daily rate or other cost-plus amount and you will have to match it. All that extra value you create is captured by the customer.
.
So there are the two things you need to do:
.
Develop distinctive skills;
Understand and communicate the full value of what you do.
It’s surprisingly rare to find businesses that are really good at this, but if you could develop these two skills maybe you also could raise your margins from 25% to 70%."

E este é o método mais usado em todo o mundo... o potencial de subida na escala de valor

A experiência é o truque

"Whoever gets the experience right will be the winner, because people don't always want the least expensive thing, and early majority and late adopter customers don't appreciate the newest technology, but everyone wants a great experience. Since experience can be improved in any product or service, in any industry or situation, the opportunities to improve customer experience are virtually unlimited, and simply waiting for the right entrepreneur or innovator to come along."

Trecho retirado de "Why You Should Spend Bigger on Customer Experience Innovation"

Foco e mosaico de actividades (parte II)

Parte I.

"Two archetypes describe companies that aspire to a coherent strategy but struggle to develop one:
.
4. Portfolio-constrained companies offer a diverse group of products and services, which makes it very difficult to agree on company-wide priorities (although they’d like to do so).
.
5. Unfocused companies are pretty good at a lot of things, but not great at anything [Moi ici: Como não recordar Bruce Jenner] — and thus, although they value coherence, they struggle to choose which capabilities to prioritize."

O medo de deixar alguns clientes para a concorrência... ai a curva de Stobachoff


Trechos retirados de "11 Types of Strategic Maturity: Which One Describes Your Company?"

Curiosidade do dia aka Não perca o "The making of: O próximo enorme aumento de impostos"

Ao que acrescento, retirado de "O adeus de Passos Coelho":

"Vivemos numa embriaguez pós-crise que pode sair-nos cara mas que parece impossível de evitar. Quem estiver sóbrio será sempre acusado dos mais variados defeitos. São assim as euforias, tal e qual como nos mercados financeiros, enquanto a música estiver a tocar todos terão que dançar.
...
Hoje podíamos escolher a forma de resolver alguns desses problemas, controlar a solução, minimizar os danos. Mas ninguém quer. Tal como no passado quisemos acreditar que estávamos ricos e podíamos encher o país de auto-estradas e viver de crédito bancário, hoje voltamos à mesma crença do crescimento infinito de rendimentos, sem que se diga que para isso é preciso produzir mais e melhor.
...
Ninguém quer saber do passado como também dizia esta semana na SIC Pedro Santana Lopes. Como também ninguém quer saber do futuro. Cansados de crise, queremos viver o presente. A história agradecerá a Passos o que fez pelo país. Esperemos que os portugueses não tenham também de se lembrar dos avisos que fez. Porque os problemas estão lá, à espera de serem resolvidos para não empobrecermos. Com esta solução governativa, já percebemos, não serão resolvidos, não existem condições políticas para isso. António Costa sabe isso como saberá também o novo líder do PSD. Até à formação de uma maioria diferente desta continuaremos nesta ilusão de infinita reposição de rendimentos que levou ao adeus de Passos Coelho."

O povo gosta de fragilistas. Espero que o próximo "Passos" deixe o regime rebentar antes de começar a reconstrução.

BTW:

• Hospitais deixaram mais 307 milhões por pagar até Julho
• Bruxelas diz que é preciso compensar em 2018 custo com reformas antecipadas

Já imagino o Cortes a pedir mais impostagem para salvar a sua milionária pensão. eheheh Vai ter azar, vai tudo ser corrido a Rendimento Básico Universal e a esquerda ainda não percebeu o que anda a cavar.

Foco e mosaico de actividades

"We equate maturity with progress on the path to coherence. Companies are coherent when they align their value proposition and distinctive capabilities system with the right marketplace opportunities — and their whole portfolio of products and services. This typically means identifying the few things your company needs to be really good at, and then developing those few complex capabilities until they’re world-class and interlocking. [Moi ici: Recordar os mosaicos de actividades] If you can do this, the market rewards you with outsize returns.
.
These days, most companies recognize the value of this strategic approach, but it isn’t always easy to get from today’s incoherence to tomorrow’s focused strategy.
...
The first three archetypes represent companies that are not concerned about coherence at all. They have not tried to establish focus and consistency in their portfolio of products and services, their capabilities, or value propositions, and they are not visibly moving in that direction:
.
1. Strategically adrift companies are either failing or lucky. They don’t have a meaningful strategic direction or a clear view of how they create value. The market generally does not perceive them as being advantaged.
.
2. Undifferentiated companies have products and services that compete effectively, but they lack a focused identity that sets them apart. Because individual products are relatively easy to copy, their advantage generally isn’t sustainable.
.
3. Underleveraged companies have a relevant strategic direction and good execution; they do many things right. But their strategy lacks coherence — it is based on following multiple directions, even if they fit together poorly. These companies risk losing to more focused competitors."

Até dói. Todos os meses encontro empresas que cabem nestes três grupos... o potencial de valor destruído.

Continua.

Trechos retirados de "11 Types of Strategic Maturity: Which One Describes Your Company?"

Permutar não é arte

"It’s no secret that the world of in-person, store-based retail is losing a major portion of its business to online retailing.  This isn’t surprising. Any store can lose business when competitive stores open up, especially when those competitors offer advantages it can’t offer, such as breadth of selection, price and convenience.
.
But online retailing doesn’t hold all of the advantages. If brick and mortar retailers want to survive – and even thrive – in this new marketplace, it’s important they play to their strengths and not to the strengths of their online competitors.
Let’s start with in-person retailing most important competitive advantage: It’s in person.
...
A store sales person has the opportunity to engage a customer, learn about them, and customize the dialogue in way that is personally relevant to that customer.  An amazon.com page may be able to offer a buyer products that are relevant based on past browsing or purchases, but amazon.com is unable to help the customer form a nuanced, personalized, meaningful story about how a certain product is a great choice for them. [Moi ici: Daí a importância das interacções essa magia que sublinhamos vezes sem conta nesta vida] As amazing as it is, amazon.com is essentially the world’s biggest, most high-powered vending machine.
...
This is the first element that can distinguish an in-person store experience: the feeling that a real person is working with you to accomplish what you are trying to accomplish. [Moi ici: E com uma "real person" há a possibilidade de criar algo de novo, há a possibilidade da arte. Customização matemática, permutar materiais e cores, não é o mesmo que arte]
...
Brick and mortar retailers have lost many of the advantages they once had, including providing better access to products and the convenience of “location, location, location.” But they still have the advantage of proximate, meaningful human contact, which, in many situations, is a competitive advantage that can win the love – and loyalty – of customers."

Trechos retirados de "How Not to Fail at Retail"

Quantos decisores corariam?

1º Considerar a transição para aquilo a que chamamos de Mongo, a evolução para o Estranhistão = um mundo com cada vez mais tribos apaixonadas e menos gente dentro da caixa da normalidade. Cada vez mais gente que não quer ser tratada como mais um, como plankton.

2º Há anos que escrevo aqui e prego, muitas vezes no deserto, acerca das consequências desta evolução para as empresas, um perigo para as empresas grandes, uma exigência crescente para mais empresas mais pequenas para serem focadas num grupo específico de clientes. Pois, salami slicers em vez de Bruce Jenner! E recordar este insight poderoso:

"Customers often think we are different not because we are different, but because we recognize what makes them different"

O trecho que se segue encaixa-se perfeitamente nesta linha de raciocínio:

"Customers are often more heterogeneous than the companies that serve them. Trying to be a one-stop shop and attempting to appeal to a wide spectrum of customers, isn’t necessarily a smart strategy."[Moi ici: Quantos decisores corariam se lessem este trecho e intuissem o que é que ele significa?]

Poucos acreditam num engenheiro da província que faz previsões sobre um futuro a que apelida de Mongo. No entanto, ... muito à frente.

"If you are in an industry where most firms are alike, and the norm is to offer value to a wide spectrum of customers, I predict that at some point – maybe not too far into your future – someone will disrupt your industry by developing a superior value proposition for a very particular customer segment. It’s in those industries where innovation is most feasible and plausible.
...
Focusing your value proposition – whether it is the one for customers or the one for employees – on a specific group of people can empower you to make innovative trade-offs. It can enable you to eliminate traditional trappings that are no longer to everyone’s liking and do a better job across different dimensions.
.
In this way, homogeneity in your industry allows you to stop doing certain things that have become outdated. It frees you up to stop offering services and products that target everyone. This opportunity for innovation is not about emulating the awe-inspiring, hi-tech Silicon Valley firms, instead, it’s about making smarter use of the heterogeneity in your business."

Isto é tão claro, tão inevitável para mim...

Imaginem o impacte que isto terá para as empresas grandes...

Pensem nos hummer da Volvo.

Trechos retirados de "Strategy - stop doing what everyone does"

Estas coisas não lembram à corte lesboeta (parte II)

Parte I.

Outro exemplo avançado do futuro que nos espera, a falta de mão-de-obra, "Calçado tem mais de 800 empregos aprovados no 2020 e queixa-se de falta de trabalhadores".

Veremos isto generalizar-se cada vez mais.

Estratégia, modelo de negócio e táctica

"Business Model refers to the logic of the firm, the way it operates and how it creates value for its stakeholders; and
.
􏰛Strategy refers to the choice of business model through which the firm will compete in the marketplace; while
.
Tactics refers to the residual choices open to a firm by virtue of the business model it chooses to employ.
...

...
Business models are made of concrete choices and the consequences of these choices. different designs have different specific logics of operation and create different value for their stakeholders.
...
Tactics - the residual choices open to a firm after choosing its business model - are crucial in determining firms’ value creation and capture.
...
strategy refers to a firm’s contingent plan as to which business model it will use. It is im- portant to note the word ‘contingent’ - strategies should contain provisions against a range of environmental contingencies, whether they take place or not. An outside observer will only be able to observe the realized strategy, rather than the entire contingent plan.
...

...
the set of strategy choices made in setting the business model up are not easily reversible . tactical choices are relatively easy to change."

Trechos e imagens retiradas de "From Strategy to Business Models and onto Tactics" de Ramon Casadesus-Masanell & Joan Enric Ricart, publicado por Long Range Planning 43 (2010).

Curiosidade do dia

Schadenfreude perfeito, "Bruxelas ameaça levar Portugal a tribunal devido aos atrasos nos pagamentos"

Make my day!

Imagino as dores de crescimento que estão a ser vividas...

Quando o mundo muda a tendência dos governos é para apoiarem o status-quo à espera que o modelo anterior regresse.

A verdade é que quando esse apoio à manutenção dos modelos existentes desaparece, as empresas têm de fuçar em busca de alternativas:

• Joalharia portuguesa quer conquistar a América Latina
• Exportações de relógios crescem 25% ao ano
• Exportações de frutas, legumes e flores sobem 23% até junho
• A lei da rolha está para durar

Imagino as dores de crescimento que estão a ser vividas...

Estruturas hierárquicas feitas para um ritmo de negócio, processos que emergiram para um outro mundo que desapareceu mas que estão enraizados e já não servem para a nova realidade.

"Customers often think we are different not because we are different"

Trecho tremendo:

"if you not only know your customer really well, but ensure your customer recognizes that you know them really well, your customer will appreciate you more than the competition. This is due to my differentiation paradox: Customers often think we are different not because we are different, but because we recognize what makes them different."

Tão bom, tão cheio de sumo, tão adequado a Mongo e às suas tribos apaixonadas que valorizam o sangue.

Agora imaginem o quanto é preciso conhecer os clientes-alvo para que eles reconheçam esta diferença.

Trecho retirado de "Your Most Powerful Competitive Advantage"