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第2讲创新管理与战略分析,创新的风险与收益创新合作与战略联盟技术战略管理与典型的创新战略创新战略分析工具之一:产品生命周期创新战略分析工具之二:罗氏九方格法创新战略分析工具之三:技术路径图方法创新管理工具之一:产品平台与产品族方法创新管理工具之二:创新源与领先用户方法,技术创新的风险(1),创新的不确定性(uncertainty)(1)市场不确定性-潜在需求信息的不完全性-市场拉动型创新面临的市场不确定性大大低于技术推动型创新(2)技术不确定性-产品原型与工程化/规模生产之间的差距-新技术与现行技术系统之间的不兼容性-制造成本问题SPBlake(1978)(1)大约40%的RM.UzumeriandS.Sanderson(1995):Wedefineamodeltobeaproductdesignthatdifferssufficientlyfromotherdesignsthatthemanufacturerassignsitadistinctivecommercialdesignation.Similarly,aproductfamilyisasetofmodelsthatagivenmanufacturermakesandconsiderstoberelated.,产品族与产品平台(2),产品平台(productplatform/platformarchitecture)产品平台(productplatform):被定义成“产品族的技术基础”aproductplatformisthephysicalimplementationofatechnicaldesignthatservesasthebasearchitectureforaseriesofderivativeproducts。Theplatformalsoembracesthemanufacturingtechnologiesandprocessesemployedinproduction(Meyer,Terzakian,andUtterback,1997)。“产品平台”指一系列产品所共有的产品设计和产品构件(MeyerandUtterback,1993);产品平台(productplatform):asetofsubsystemsandinterfaces(betweensubsystemsandtheexternalenvironment)thatformacommonstructurefromwhichastreamofderivativeproductscanbeefficientlydevelopedandproduced(MarcH.MeyerandRobertSeliger,1998)。Platformarchitecturesforsoftwarefirmsarealsoabusinessmodel,allowingforrapiddevelopmentofmarketshareandrevenue(MarcH.MeyerandRobertSeliger,1998).,产品族与产品平台(3),产品族与产品平台概念的应用该概念不仅被运用于传统的产品,而且也被运用于软件产品(MeyerandLopez,1995)以及信息产品(MeyerandZack,1996)。那些生产无形产品(如软件和基于计算机的信息服务)的公司也可以运用产品族、产品平台和衍生产品的概念(MarcH.MeyerandRobertSeliger,1998)。Well-designedplatformforsoftwareproductscanprovidesubstantialRsuccessinoneisnotaguarantteeforachievingtheother.CASEIBMasystemintegratorinPCindustry:APPLE,技术领先者战略(technologicalpioneeringstrategy),AntecedentsandOutcomesofTechnologicalPioneering资料来源:ShakerA.Zahra,SarahNash,andDeborahJ.Bickford,Creatingacompetitiveadvantagefromtechnologicalpioneering,IEEEEMR,Spring1994,pp.76-85,RitscheapertoreachcustomersthroughtheWEBthanthroughcatalogs,whichareexpensivetoprintandmail,andalsocouldnotbecontinuallychanged;Awebtransactioncostshalfasmuchtoprocessasacatalogorder;forlargecontractcustomers,theauthorizationsystemeliminatespaperpurchaseorders,whichtypicallycostcorporationsanywherefrom$75to$200eachtogenerateandprocess.itismoreeasytoanalyzethecharacteristicsandtrendsincustomerspurchasingbehavior.,Barnes&Nobel-A,InordertocompetewithA,Barnes&Nobelestablishedacompletelyseparatedivision,B,whichultimatelyspunoffasastand-alonecompany.Bybreakingfreeoftheexistingorganization,theon-lineoutfitgainedmanyadvantage.Itwasableto:speedupitsdecisionmakingmaintainahighdegreeofflexibilitycreateanentrepreneurialcultureattractqualitymanagementtapintothevastpoolofcapitalavailabletoInternetstart-upsButdespitethosebenefits,Bhasstruggled.InJanuary2000,CEOJonathanBulkeleyresignedafteronlyayearonthejob.InFebruary,itsstockpricefelltoanall-timelowof7.5,downmorethan50%fromitsofferingpriceof18.,Dot-ComStrategy,Achievinglow-costdeliveryintheneweconomyrequiresthatcompaniescombinetheirtelecommunicationsandInternetinfrastructurewithaphysicallogisticsandserviceinfrastructure.EachtimeanAmazoncustomeraccessesthecompanyswebsite,theon-linebook-sellerprovidesrecommendationsbasednotonlyonthecustomerspreviouspurchasesbutalsoonthepurchasesofotherpeoplewhohaveboughtsimilarbooks.,FiveStepstoaDot-ComStrategy(1),STEP1:whatsyourstrategicvisionfortheDot-Comoperations?BuildoncurrentbusinessmodelcostleadershipenhancingservicesCreatenewbusinessmodel“newbusinessmodelsarethosethatoffer,onasustainedbasis,anorder-ofmagnitudeincreaseinvaluepropositionstothecustomerscomparedtocompanieswithtraditionalbusinessmodels”.CASE:Thebigfourinmusicmarketplace,Universal,BMG,WarnerEMI,andSony,nowcontrolabout80%ofindustrysales.ButMP3format()islikelytocreatemajordisruptionintheeconomiclandscape.AsmoreINTERNETsitssupportthedownloadingofmusicontomp3-compatibledevices,everymajorrecordlabelneedstorethinkitsbusinessmodels.Experimentwithscenarios,FiveStepstoaDot-ComStrategy(2),STEP2:Howtogovernthedot-combusiness?TwoendsofthegovernancecontinuumFIRST:decouplingdot-comoperationsandfinancesCONDITIONSThecompanyiswillingtoexplorenewbusinessmodelsapartfromtheconstraintsofcurrentoperationsthesubsidiaryorspin-offcanbecreatedwithoutbeingconstrainedbycurrenttechnologyandlegacyoperationsthecompanybestowsthesubsidiarywiththefreedomtoformalliances,raisecapital,andattractnewtalentsSECOND:morphingoldpracticesintonewonesthereisnomeaningfulwaytoseparatedigitalandphysicaloperationswithoutcreatingconfusioninthemindsofcustomersseniormanagementiscommittedtoembracingtheopportunitiesandchallengesoftheNETtoredefinethevaluepropositionaswellasaggressivelyreacttocompetitivemovestheentireorganizationcanbemobilizedtomigratetothedot-comworld,FiveStepstoaDot-ComStrategy(3),STEP2:Howtogovernthedot-combusiness?Financialleveragetransitionpathsissuingseparatestockthroughaninitialpublicoffering(IPO)ofthedot-comoperationsinfusionofexternalventurecapitalfundsRelationshipleveragetransitionpathinternalrestructuringallianceandpartnership,FiveStepstoaDot-ComStrategy(4),STEP3:Howdoyouallocateresourcesforthedot-combusiness?Awarforhuman,technological,andfinancialresourcesFIRST:placingstrategicbetsNIKEisbettingonsellingcustomizedshoesthroughNETSECOND:learninghowtoleverageyouralliancePEARSON,theUKsmediagiant,isformingastrategicrelationshipwithAOLTHIRD:outsourcingdot-comoperationsandmaintainingoperationalparity,FiveStepstoaDot-ComStrategy(5),STEP4:Whatstheoperatinginfrastructureofyourdot-combusiness?FIRST:attainingsuperiorfunctionality360-degreeinteractivevideotechnologySECOND:offeringpersonalizedinteractionsencourageeachvisitortoestablishaweb-basedpersonalidentitywithoutinvadingprivacy:MyYahoo!THIRD:streamliningtransactionsDELLalloweditscustomers
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