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www.danielpandza.com · +521-331-2655131 DANIEL PANDZA INNOVATION-EFFECTIVENESS IN THEORY AND PRACTICE © Daniel Pandza, Innovation Effectiveness Consulting 2014

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Page 1: SIX-S-FUL Innovation Effectiveness Toolkit v5 · 2015-08-06 · In this short toolkit we will present a model that is guided by the life cycle stages of successful ... Cuáles son

www.danielpandza.com · +521-331-2655131

DANIEL PANDZAINNOVATION-EFFECTIVENESSIN THEORY AND PRACTICE

© Daniel Pandza, Innovation Effectiveness Consulting 2014

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COMPETING ON THE EDGE…

1

HOW TO SUSTAIN AND GROW PROFITS IN TIMES OF CHANGE?

We live in an age of short-lived competitive advantages. Managers all over the world are exploring the discipline of innovation in order to learn how to successfully create competitive solutions that differentiate their companies from the competition. Nevertheless, the competitive advantage period of innovative products is relatively short and will not provide the competitive edge that is expected by the top management.

P = R - CIn times of change, being fit in the discipline of innovation is becoming increasingly important, as smart players have expanded the innovation paradigm from patents, technologies and patents to more and more types of innovation that cover all areas of the business. !!Wether the goal is to find new sources of demand, generate new revenue streams for the organisation, create more differentiated produce or services, lock-out competitors, increase efficiencies, or reduce costs… The field of innovation can lead companies to systematically explore new opportunities and convert these into bottom line results.!

6S INNOVATION EFFECTIVENESS Assessment Scoreboard v2 - by Daniel Pandza ([email protected])

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THE 9 STAGES OF SUCCESSFUL INNOVATIONS

HOW TO DESIGN COMPETITIVE BUSINESS MODELS?

CHANGE

Over the recent years, the area of business model innovation has provided new insights to overcome a company´s innovation challenge. Thought leaders such as Alex Osterwalder (2004), Gary Hamel (2005), the team at IDEO (2009), Mark Johnson (2010), Eric Ries (2011) and Ash Maurya (2012) have all provided useful frameworks for understanding the key elements of business models. Nevertheless, the tools lack a systematic approach to successfully and effectively design profitable business models that create, communicate, deliver and capture significant value for customers, stakeholders and shareholders, because they fail to explicitly link their key elements to the life cycle stages of successful innovations (see image below).!!In this short toolkit we will present a model that is guided by the life cycle stages of successful innovations and can be used to effectively design competitive business models and the respective implementation strategy. In addition, we will provide a tool for systematically evaluating the 5 key elements of successful innovations. The assessment will provide guidance for further research of the environment and re-design of the business model.

16S INNOVATION EFFECTIVENESS Assessment Scoreboard v2 - by Daniel Pandza ([email protected])

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THE 9 STAGES OF SUCCESSFUL INNOVATIONS

CHANGE

What are the key capabilities that your team will need to develop in order to create significant innovations?

Consequently, how to structure the innovation process?

Can the model help us to identify the best innovation types, etc. according to the project stage?

Could we use this model in order you monitor your innovation project portfolio and innovation effectiveness?

How can an understanding of the complete innovation cycle improve the significance of your innovations?

26S INNOVATION EFFECTIVENESS Assessment Scoreboard v2 - by Daniel Pandza ([email protected])

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TOOLKITBy Daniel Pandza, NOV. 2014

INNOVATIONEFFECTIVENESS

V5

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BUSINESSDESIGN MATRIXby Daniel Pandza

www.danielpandza.com

DESIGN

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Cuáles son los costos más relevantes inherentes al modelo de negocios? Cuáles recursos clave son los más caros? Cualés son las actividades más caras?

Flujos de ingreso

Qué canales prefieren nuestros segmentosde clientes?Cómo estamos llegando a ellos?Cómo están nuestros canales integrados? Cuáles funcionan mejor?Cuáles son más eficientes en costo/beneficio? Cómo nos estamos integrando a la rutina de nuestros clientes?

Por qué valor están dispuestos a pagar nuestros clientes?Qué están pagando actualmente? Cómo están pagando? Cómo preferirían pagar? Cómo contribuye cada flujo de ingreso al total de ingresos?

Canales

Relación con el cliente Segementos de cliente

Fases del canal:1. Darse cuenta Cómo hacemos conocidos los productos y servicios de nuestra empresa?

2. Evaluación Cómo ayudamos a nuestros clientes a evaluar nuestra propuesta de valor?

3. Compra

4. Delivery Cómo llegamos con nuestra propuesta de valor a nuestros clientes?

5. Post Venta Cómo proveemos la post-venta a nuestros clientes?

Mercado masivoMercado de nichoSegmentado

Ejemplos:Asistencia personalizadaAsistencia personalizada dedicadaAuto servicioServicios automáticosComunidades (online, de práctica, club)Co-creación

A quién le estamos creando valor?Quiénes son nuestros clientes más importantes?

Propuesta de ValorActividades ClaveAliados/Partners Clave

Recursos Clave

Estructura de Costos

Qué valor le entregamos al cliente?Qué problema de nuestros cliente estamos solucionando? Qué tipología de producto o servicio estamos entregando a cada segmento de cliente?Qué necesidad estamos satisfaciendo?

Qué actividades clave requiere nuestra propuesta de valor?Nuestros canales de distribución? La relación con el cliente?Flujos de ingreso?

Quiénes son los partners? Quiénes son nuestros proveedores clave?Qué recursos clave requerimos de nuestros partners?Qué actividades clave realizan nuestros partners?

Qué recursos clave requiere nuestra propuesta de valor?Nuestros canales de distribución? La relación con el cliente?Los flujos de ingreso?

CaracterísticasNovedadPerformancePersonalizacion“Obtencion de resultados”DiseñoMarca/EstatusPrecioReducción de costosReducción de riesgosAccesibilidadConveniencia/Usabilidad

Categorías:ProducciónSolución de problemasPlataforma/Network

Tipos de recursos:FísicosIntelectuales (patentes de marca, copyrights, bases de datos)HumanosFinancieros

Motivación para la alianza:Optimización y economíasReducción del riesgo y la incertidumbreAdquisición de recursos y actividades específicas

Es el modelo de negocios más:Conducido por los costos (baja estructura de costos, propuesta de valor de bajo costo, máxima automatización, outsourcing extensive)Conducido por valor ( focalizado en la creación de valor, propuesta de valor premium)

Características tipo:Costos fijos (sueldos, renta, utilidades)Costos variablesEconomías de escala

Plantilla de Modelos de NegocioEn:

Iteración :

Diseñado por:Diseñada para:Día Mes Año

No.

Tipos:Venta de activosCobro por usoSuscripciónArriendo/LeasingLicenciaBrokerage feesPublicidad

Lista de PreciosDependiente de la caracterústica del productoDependiente del segmento de clientesDependiente del volumen

Precios dinámicos:Negociación ( regateo )Gestión del precio

This work is licensed under the Creative Commons Attribution-Share Alike 3.0 Unported License. To view a copy of this license, visit http://creativecommons.org/licenses/by-sa/3.0/

or send a letter to Creative Commons, 171 Second Street, Suite 300, San Francisco, California, 94105, USA.

Diversificado

Precios fijados:

Qué tipo de relación espera cada segmento de clientesque establezcamos y mantengamos con ellos?Cuáles hemos establecido? Cómo se integran con el resto del modelo de negocios?Qué tan costosas son?

Cómo facilitamos a nuestros clientes adquirir nuestros productos y servicios?

Aplicamos diseño a modelos de negocio

Desarrollado por Alex OsterwalderAdaptado por:

THE TRADITIONAL BUSINESS MODEL CANVAS by A. Osterwalder & Yves Pigneur

6S INNOVATION EFFECTIVENESS Assessment Scoreboard v2 - by Daniel Pandza ([email protected])

This tool has forced people to think beyond products when thinking about innovation. Where most people get stuck is defining the element that are critical for successfully implementing the business design.

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HOW CAN WE ASSURE THE EFFECTIVENESS

1

Based on our extensive experience in the field of business model innovation, we have integrated the best practices from different experts into one business-design matrix.!!The tool provides a systematic checklist for… !!1. align the innovation goals with the business model design challenge !2. converting your business model canvas into an implementation strategy!3. document the key success factors that must be in place in order for the business design to work

in real life!4. detect the specific variables that you must modify in order to increase the effectiveness of your

business design.!!In summary, the tools provides a systematic tool for documenting all the insights that you discover and decisions you must make in order to convert an innovation challenge (top left corner) into a profitable business model (bottom right corner).

OF OUR IMPLEMENTATION STRATEGY

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The BusinessDesign Matrix can be used to guide the innovation team through the 9-stage innovation process (page 1) and document the key assumptions, hypotheses, and insights in a systematic framework. !!(1) First, you start with defining your challenges, opportunities or problems. !(2) Then you must identify the key stakeholders & discover the value drivers. !(3) Based on your insights, you can start designing the value proposition,!(5) and figure out how you will build the relationships,!(5) which channels you have to use,!(5) and how you will generate revenues. !!(6) Once your have defined your go to market strategy and validated the key assumptions, you have to translate the strategy into concrete activities, resources and partners in order to identify the investment size and operating expenses. !!(7) Then you must evaluate the potential scale you can achieve with your innovation and (8) find the opportunities for maximising the efficiency of your BusinessDesign. Finally, you must assess (9) the profit potential and sustainability of your business-design.

INTRODUCTION TO THE BUSINESS DESIGN MATRIX

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SIX-S-FULLINNOVATIONby Daniel Pandza

www.danielpandza.com

EVALUATE

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IS YOUR INNOVATIONSIGNIFICANT?

SINCE ALEX OSTERWALDER AND YVES PIGNEUR PROPOSED THE BUSINESS MODEL CANVAS, EVERYBODY FOCUSED ON DESIGNING BUSINESS MODELS… !THE NEXT CHALLENGE, HOWEVER IS TO CREATE INNOVATIONS THAT ARE SIGNIFICANT?

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6S INNOVATION EFFECTIVENESS Assessment Scoreboard v2 - by Daniel Pandza ([email protected])

SIGNIFICANT INNOVATION PRINCIPLES

SIGNIFICANCE= SEXYNESS+ SIMPLICITY+ SYNERGY+ SCALABILITY+ SUSTAINABILITY

Based on our research and experience, we have found that the following six variables can predict the success of an innovation and guide the business-designer in the process of finding the right business model for the innovative product.

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6S INNOVATION EFFECTIVENESS Assessment Scoreboard v2 - by Daniel Pandza ([email protected])

360º ASSESSMENTSuccessful innovative business-designs consider the perspectives of different stakeholders who influence the adoption process. The business-design team must understand the key stakeholders´expectations and identify the allies and enemies.!Potential stakeholders could be society in general, your customers, suppliers, distribution partners and company internal stakeholders…

SIX-S · ASSESSMENTIn the following table you will find an assessment sheet for evaluating the significance of your business design on a 5 point scale. !!Reaching a high score, indicates that your team perceives that your idea is perfect. In our experience, however, this is very unlikely. Therefore, you must validate your perceptions in the field. !!Nevertheless,the variables and evaluations will help you to document your assumptions, identify gaps, and make adjustments in your business design as your innovation path increases in clarity…

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SEXyNESS SIMPLICITY SYNERGY SCALABILITY SUSTAINABILITYLOW HIGH

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CLIENT

OUR COMPANY

SUPPLY CHAIN

DISTRIBUT. CHANNELS

SOCIETY

INNOVATIONEFFECTIVENESSASSESSMENT6S

PROJECT:IDEA:EVALUATOR: DATE:

SCORE: /125 VERSION:

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6S INNOVATION EFFECTIVENESS Assessment Scoreboard v2 - by Daniel Pandza ([email protected])

DEEP DIVEEach of the 5 dimensions can be explored with more depth and breath.!therefore we propose that you document the 5 key variables in each dimension that you believe will determine successful adoption of your innovation strategy.

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INNOVATIONEFFECTIVENESSASSESSMENT6S

PROJECT:IDEA:EVALUATOR: DATE:

SCORE: /125 VERSION:

1. SEXYNESS With this concept we invite you to reflect about the levels of attractiveness of…

a). your current product, service or current business model on the one hand, b). and the innovation´s capacity to satisfy the needs of our customers and investors. !

If the current design of our BusinessDesign scores low on the “sexyness” scale, we should ask ourselves:

For which customer segment, channel partner, etc. might it be more sexy? How can we increase the “sexyness” of our innovation? When / where might it be perceived as more “sexy”?

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TARGET CUSTOMER SUPPLY CHAIN PARTNERS

DISTRIBUTION CHANNEL PARTNERS

LOW HIGH

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INNOVATIONEFFECTIVENESSASSESSMENT6S

1. SEXYNESS

PROJECT:IDEA:EVALUATOR: DATE:

SCORE: /25 VERSION:

OUR COMPANYSOCIETY

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OUR COMPANYTARGET CUSTOMER SUPPLY CHAIN PARTNERS

DISTRIBUTION CHANNEL PARTNERS

SOCIETYLOW HIGH

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RELATIVE ADVANTAGE

USABILITY

EMOTIONAL / SOCIAL

REDUCE RISK

REDUCE COSTS

INNOVATIONEFFECTIVENESSASSESSMENT6S

INCREASE VOLUME

REDUCE COSTS

REDUCE RISK

POSITION BRAND

XXXX

INCREASE VOLUME

REDUCE COST

REDUCE RISK

POSITION BRAND

XXXX

ECOLOGICAL

ECONOMIC

SOCIAL

POLITICAL

TECHNOLOGICAL

ATTRACT NEW CUSTOMERS

DRIVE NEW REVENUES

REDUCE COSTS

STRENGTHEN PORTFOLIO

INCREASE BONDING

1. SEXYNESS

PROJECT:IDEA:EVALUATOR: DATE:

SCORE: /25 VERSION:

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INNOVATIONEFFECTIVENESSASSESSMENT6S

PROJECT:IDEA:EVALUATOR: DATE:

SCORE: /125 VERSION:

2. SIMPLICITY The concept of “Simplicity” invites us to reflect about the level of complexity that our innovation contains and the implications this has for our clients, allies and company. For example, it could be that you have designed a “sexy” product, but the client does not perceive it, doesn't understand it, is not capable of taking advantage of it, or does not possess the competencies to leverage the innovation. !In case we identify the activities that are highly complex and therefor require lots of effort, time or money we can as ourselves: Are there other customer segments that do not find it complex? · Who can help us to decrease the complexity for our clients? · How could we re-design the innovation, service or business model in order to eliminate the complexity barriers?

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TARGET CUSTOMER SUPPLY CHAIN PARTNERS

DISTRIBUTION CHANNEL PARTNERS

LOW HIGH

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INNOVATIONEFFECTIVENESSASSESSMENT6S

2. SIMPLICITY

PROJECT:IDEA:EVALUATOR: DATE:

SCORE: /25 VERSION:

OUR COMPANYSOCIETY

6S INNOVATION EFFECTIVENESS Assessment Scoreboard v2 - by Daniel Pandza ([email protected]) 16

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INNOVATIONEFFECTIVENESSASSESSMENT6S

PROJECT:IDEA:EVALUATOR: DATE:

SCORE: /125 VERSION:

3. SYNERGY With the concept of synergy we invite you to reflect about the level of synergy that our innovation has with the market trends, distribution channels, consumer behaviour and customs and motivations of our own sales force, etc. In case you come to the conclusion that the level of synergy is low, you can be sure that adoption will require more resources or time for educating the stakeholders. Educating a market segments will postpone the successful diffusion & adoption even more. Therefore, you must take this into consideration at the time of defining the key performance metrics and measuring project progress. If synergy is low you might explore opportunities for increasing more synergies (align with market trends, find key partners, hire your own sales force, create own distribution channel. etc.

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TARGET CUSTOMER SUPPLY CHAIN PARTNERS

DISTRIBUTION CHANNEL PARTNERS

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INNOVATIONEFFECTIVENESSASSESSMENT6S

3. SYNERGY

PROJECT:IDEA:EVALUATOR: DATE:

SCORE: /25 VERSION:

OUR COMPANYSOCIETY

6S INNOVATION EFFECTIVENESS Assessment Scoreboard v2 - by Daniel Pandza ([email protected]) 18

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INNOVATIONEFFECTIVENESSASSESSMENT6S

PROJECT:IDEA:EVALUATOR: DATE:

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4. SCALABiLITY With this concept we invite you to reflect about the growth potential and growth speed of our business design. The growth will depend on 1st market size, 2nd the scalability of the product, 3rd the scalability of the service (whole product), 4th the scalability of the business model, 5th the stage of the category maturity life cycle, and 6th the power and resources our company possesses to gain market share from our competitors. !If we discover that the scalability of our business design is limited and the profit potential doesn´t compensate for the lack of volume we have to ask ourselves: How can we modify the design of our product, service or business model (incl. decisions about distribution channels, market segments, key partners, etc.) in order to maximise the profitability and growth? In which of the different innovation projects should I invest my resources? etc.

6S INNOVATION EFFECTIVENESS Assessment Scoreboard v2 - by Daniel Pandza ([email protected]) 19

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TARGET CUSTOMER SUPPLY CHAIN PARTNERS

DISTRIBUTION CHANNEL PARTNERS

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INNOVATIONEFFECTIVENESSASSESSMENT6S

4. SCALABILITY

PROJECT:IDEA:EVALUATOR: DATE:

SCORE: /25 VERSION:

OUR COMPANYSOCIETY

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INNOVATIONEFFECTIVENESSASSESSMENT6S

PROJECT:IDEA:EVALUATOR: DATE:

SCORE: /125 VERSION:

5. SUSTAINABILITY Finally, the concept of sustainability invites us to reflect about the relevance of the innovation project in the long term. !If we pursue this project, will we have the opportunity to leverage the new experiences, resources, channels, credibility, image, etc. in order to create the next-generation of our business that will assure our growth target in the long run? · Is is a project with short term potential that will have limited potential to create future business opportunities? !If you have not considered the long-term implications of your innovation efforts, this evaluation criteria should inspire you to imagine the long term potential of your innovation efforts.

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TARGET CUSTOMER SUPPLY CHAIN PARTNERS

DISTRIBUTION CHANNEL PARTNERS

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5. SUSTAINABILITY

PROJECT:IDEA:EVALUATOR: DATE:

SCORE: /25 VERSION:

OUR COMPANYSOCIETY

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DANIELPANDZA.COMPREACHING & TEACHING TEDxZAPOPANINNOVATION EFFECTIVENESS ABOUT

INNOVATION EFFECTIVENESS CONSULTING

NUEVE EXPERIENCIAS QUE DEBE DE SABER DE MI!1. Consejero y entrenador de equipos de innovación en empresas, gobierno y universidades. y para emprendedores en Mexico, Chile, República Dominicana, Honduras y Panamá, 2. Lideró más de 25 proyectos de innovación en diferentes industrias y empresas en una amplia gama de industrias y empresas (desde 2007). 3. Coach del equipo BioPhrame, ganador en IGEM 2014 en la categoría “Mejor Modelo de Negocios”. 4. Coach del equipo ganador del concurso global Dell Social Innovation Challenge 2013 en cuál el equipo Project Abby de México ganó el primer lugar de 800 competidores y $10,000 USD. 5. Coach del equipo ganador del concurso Cisco iPrize 2010. Rhinnovation de México ganó el primer lugar contra 3,000 competidores de todo el mundo y el premio de $250,000 USD. 6. Colaborador en el libro BusinessModel Generation de Alex Osterwalder & Yves Pigneur (2009) 7. Co-Diseñador del primer Certificado en Innovación para el ITESM Campus Guadalajara en 2007. 8. Productor del primer evento TEDx en Jalisco, TEDxZapopan en 2012. 9. Ha trabajado en entornos de trabajo emprendedores e innovadores desde 2000. (W.L. Gore & Associates, ITESM, Phanaint México, InterlubGroup, Intel) !!MI OBSESIÓN!Estoy obsesionado para mejorar la efectividad de equipos de innovación de alto rendimiento. En los últimos 10 años he explorado la disciplina de la innovación desde diferentes perspectivas y logrado sistematizar los procesos de descubrimiento de nuevos “insights”, diseñar modelos de negocio competitivos y asegurar la ejecución efectiva que lleva una empresa a elevar sus niveles de diferenciación, crecimiento y rentabilidad. !!MIS AREAS DE ENFOQUE: !Innovation Effectiveness & Capability Strategic Business Design & Innovation Exponential BusinessScaling Outcome-Driven Innovation

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Daniel [email protected] +521 (33)12655131