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Friday, 14 March 2014

Strategic management: achieving a competitive advantage

Achieving competitive Advantage:

When developing a corporate strategy, the organization must decide upon which basis it is going to compete in its markets. This involves decisions on whether to compete across the whole market place or only in certain segments this is referred to as competitive scope). A further consideration is the way in which the organization can gain competitive advantage, that is anything that gives on organization an edge over its rivals and which can be sustained over time. To be sustainable, organizations must seek to identify the activities that competitors cannot easily copy and imitate (we will return to this later in this chapter when the resource-based view to strategy is introduced).

Organizations must assess why customers chose to use one organization over another. The answer to this question can be broadly categories into two reasons:

1.         The price of the product/ service is lower.
2.         The product/ service is perceived to provide better ‘added value’.

Decisions on the above questions will determine the generic strategy options for achieving competitive advantage- Known as generic because they are widely applicable to firms of all sizes and in all industries. The two types of generic competitive strategies that enable organizations to achieve competitive advantage are referred to as low-cost strategies or differentiation strategies. For example, organizations can compete on price-based strategies serving prices to sensitive segments of the market place or they can choose to purpose a differentiation strategy which seeks to be unique on dimensions valued by buyers, such as product design, branding, product performance and service levels.
           
            Strategic Direction

The organization also has to decide how it might develop in the future to exploit strengths and opportunities or minimize threats and weaknesses. There are various options that could be followed, including:

n     Market Penetration. This is where the organization seeks to maintain or increase its share of existing markets with existing products.

n     Product development. Strategies are based on launching new products or making product enhancement which are offered to its existing markets.

n     Market development. Strategies are based on finding new markets for existing products. This could involve identifying new markets geographically or new market segments.

n     Diversification. Strategies are based on launching new products into new markets and is the most risky strategic option.

Strategic Methods


Not only must the organization consider on what basis to compete and the direction of strategic development, it must also decide what methods it could use. The options are:

q  Internal development. Where the organization uses it own internal resources to pursue its chosen strategy. This may involve the building up a business from scratch.

q  Take over/acquisitions or mergers. An alternative would be to acquire resources by taking over or margining with another organization, in order to acquire knowledge of a particular product/market area. This might be to obtain a new product range or market presence or as a means of eliminating competition.

q  Strategic alliances. This route often has the aim of increasing exposure to potential customers or gaining access to technology. There are a variety of arrangements for strategic alliances, some of which are very formalized & some, which are much looser arrangements.

The evaluation stage considers each strategic option in detail for its feasibility and fit with the mission and circumstances of the business. By the end of this process, management will have decided on a shortlist of options that will be carried forward to the strategy implementation stage. The various options must be evaluated against each other with respect to their ability to achieve the overall goals. Management will have a number of ideas to improve the competitive position of the business.


Strategy implementation

The strategy sets the broad direction and methods for the business to reach its objectives. However, none of it will happen without more detailed implementation. The strategy implementation stage involves drawing up the detailed plans, policies and programmes necessary to make the strategy happen. It will also involve obtaining the necessary resources and committing them to the strategy. These are commonly called tactical and operational decisions:

q  Tactical programmes and decisions are medium-term policies designed to implement some of the key elements of the strategy such as developing new products, recruitment or downsizing of staff or investing in new production capacity. Product appraisal and project management techniques are valuable at this level.

q  Operational programmes and decisions cover routine day-to-day matters such as meeting particular production, cost and revenue targets. Conventional budgetary control is an important factor in controlling these matters.
 
Review and control

This is a continuous process of reviewing both the implementation and the overall continuing suitability of the strategy. It will consider two aspects:

1.     Does performance of the strategy still put the business on course for reaching its strategic objectives?

2.     Are the forecasts of the environment on which the strategy was based still accurate, or have unforeseen threats or opportunities arisen subsequently that might necessitate a reconsideration of the strategy?

A formal top-down strategy process
 Large organizations will often formalize process of strategy formulation. The following are typical features of the process:

1.     A designated team responsible for strategy development: there are several groups of actors in this process:


      a)       A permanent strategic planning unit reporting to top management and consisting of expert staff collecting business intelligence, advising divisions on formulating strategy and monitoring results.


      b)      Groups of managers, often the management teams of the SBUs meeting periodically to monitor the success of the present strategies and to develop new ones. These are sometimes referred to as strategy away days because they often take place away from the office to avoid the interruptions day-to-day functioning.


      c)       Business consultants acting as advisers and facilitators to the process by suggesting models and techniques to assist managers in understanding their business environments and the strategic possibilities open to them. You will be reading about many of these models and technique later.


2.    Formal collection of information for strategy purposes. The management team will call upon data from within and outside the firm to understand the challenges they face and the resources at their disposal. This information can include:

      a)       Environmental scanning reports complied by the business intelligence functions within the firm, including such matters as competitor behaviour, market trends and potential changes to laws.

      b)      Specially commissioned reports on particular markets, products or competitors.

a)         Management accounting information on operating costs and performance, together with financial forecasts.

b)        Research reports from external consultancies on market opportunities and threats.

3.    Collective decision-taking by the senior management team. This involves the senior management team working together to develop and agree business strategies. Techniques such as brainstorming ideas on flip charts and using visual graphical models to summaries complex ideas will assist this process. Also, arriving at a decision will involve considerable conflict as particular managers are reluctant to see their favoured proposal rejected and a different strategy adopted.

4.    A process of communicating and implementing the business strategy. This can be accomplished using a combination of the following methods:

      (a)      Writing a formal document summarizing the main elements of the plan. This will be distributed on a confidential basis to other mangers and key investors, and also perhaps to other key stakeholders such as labour representatives, regulatory bodies, major customers and key suppliers.

      (b)     Briefing meetings and presentations to the stakeholders mentioned above. Frequently, reporters from the business press will be invited to ensure that the information reaches a broader public. Naturally, the fine detail will remain confidential.

      (c)      The development of detailed policies, programmes and budgets based on achieving the goals laid out in the business strategy.

      (d)     The development of performance targets for managers and staff. These ensure that everyone plays their part in the strategy (and perhaps receiving financial rewards for doing so).

5.    Regular review and control of the strategy. Management will monitor the success of the strategy by receiving regular reports on performance and on environmental changes. Today, the sophisticated competitive strategies of many firms have necessitated the development of more complex performance measurement systems to supplement traditional budgetary control information. These are variously termed enterprise resource management systems and balanced scorecards. There has also been an increased emphasis on competitor and other environmental information to assist managers in steering their businesses.


Economic Profit

Both sets of strategy writers take an economic view of competitive advantages, seeing it as something enabling the firm to generate a superior return on shareholders’ investment through time.

Economic Profit is essentially the excess of the firm’s earnings over the opportunity costs of the capital it employs. In other words, for an economic profit to be recorded, the returns to the shareholder must exceed the rate of return the shareholder could have obtained by investing the same funds in the next best alternative.

For example, consider this simple investment situation:

Marsh Hall plc has net assets of Rs. 520 lakhs. Its profits last year were Rs. 62. lakhs. Its direct rival Jevons plc has net assets of Rs. 780 lakhs and earnings of Rs. 70.2 lakhs. Advise the investors in Marsh Hall plc and jevons plc on the economic performance of the firms. We need to calculate the economic profit earned by the two firms:

q   Marsh Hall plc is making a return on net assets of 12% (Rs. 62.4/ Rs. 520).
q   Jevons plc is making a return on net assets of 9% (Rs. 702/ Rs. 780).

q   Investors in Marsh Hall plc are therefore enjoying a positive economic profit of Rs. 15.6 lakhs, calculated as (12%- 9%) ´520 lakhs. In other words, they are Rs. 15.6 lakhs better off by investing in Marsh Hall plc than if they had invested in the next-best alternative, Jevons plc.

q   Investors in Jevons plc are suffering a negative economic profit of Rs. 23.4 lakhs (i.e. 3% of Rs. 780 lakhs) because they chose not to invest in Marsh Hall plc.



Investors should switch their investments from Jevons plc to Marsh Hall plc to gain a better return. The effect of this would be to reduce the share price of Jevons plc and raise the share price of Marsh Hall plc. The market value of Jevons plc would fall and the market value of Marsh Hall plc will rise. In a simple way this illustrates the link between economic profit and shareholder value.

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