Thursday, November 28, 2013

(3.2) Prioritizing new market investments

Corporate decision makers often have to deal with making choices based on priorities. In which country or segment will  we invest? Where do we put our sales people and our marketing budget for a maximal return? In which markets will we introduce our new product or service first? These are often tough choices since they need to take into account many parameters, while not all of them are necessarily known or available.

While I was working as a Market and Business Intelligence manager at an American multinational, I received plenty of such type of questions. I remember one of them very clearly, since it posed some very particular challenges. It was on a Friday late afternoon when a colleague called me for an urgent question –I found out most of the urgent questions tend to be asked on a Friday afternoon, strangely enough. My colleague has just been appointed to head a team that would introduce a new product on the European market. Nice challenge, except that he was given only two sales people and a very limited marketing budget. You can probably guess what his question to me was: which countries should he focus on to maximize the success of this introduction.

Oh, I forgot to mention: he needed to take the decision the next Tuesday, and he had no particular budget to spend on getting data to support this decision.  

The technology being too new, we could obviously not rely on any existing market research to help us out. So what could we base our decision on? Actually, there were a couple of things we did know, and could use to build our market insights on. For instance, the new technology was specifically relevant for only a number of industries, and we did have some good insights in the IT budgets of these industries. Based on our previous experience, we also knew in which countries our sales channels were best prepared to introduce new technologies to their clients. Based on the same experience from past introductions of new technologies, we had a good knowledge of which countries were fastest in adopting new technologies.

Very soon we came to the conclusion that the information we did have available could be categorized in three types. The first category, let’s call it ‘Business Context’, contained information about the business environment of the European countries, like economic growth projections, addressable market growth for our existing technologies and  IT budget spending. The second category, let’s call it the ‘Internal Readiness’, contained internal information that provided indications of how successful the introduction of a new technology could be in the European countries, like the pace at which previous technologies were adopted by the countries, or how many sales channels we could leverage to introduce the new technology. The third category, let’s call it the ‘Industry Relevance’ contained information about the potential of the industries for which the new technology was designed for.


We ended up with following list of metrics we could use:



(‘Technology X’ in the list designs the technology we needed to introduce. The technology was already available in the US and, while there was no special emphasis on it, already sold in the European markets. So we had some insights in the early adoption of the technology)
These three categories answered three crucial questions we had to answer to make our prioritization question:
  • Which markets have the most favorable business environment in which the introduction of our new technology would be successful?
  • Which markets have shown in the past to be the quickest adopters of new technologies?
  • In which markets are the industries we focus on the biggest and most promising?

But how could we use all the metrics above in order to answer these three questions? It is important to keep in mind here that our single aim was to prioritize the countries in which to introduce our new technology. In other words: we were trying to measure their relative attractiveness for this technology. Hence, in the initial stage at least, we could rank the countries for each of these metrics.


For the first category for instance, this provided us with following view:



This table compared countries to one another based on how well they scored on the business environment metrics. It is a ranking, so a ‘1’ indicates the best performing country. For instance: Germany is the biggest European economy and hence had the score of 1. The composite Leading Indicator of the OECD (an indication of how well the economies will perform in the near future) indicated that Greece had the best economic growth prospects, hence Greece was given a score of 1. Before you ask: this analysis was performed well before the 2008 financial crisis and its subsequent economic troubles.


By taking the averages of the scores for the three categories, we obtained a solid view of the different countries’ attractiveness for the new technology, and where our investments would have the highest return. At this point, each country had three scores, which we could then map on a single chart, for instance a bubble chart (ideal when working with three dimensions). For instance, we could map the scores for the business environment in the X-axis, the scores related to the internal readiness on the Y axis, and the bubble size could represent the industry relevance metric. This would provide  us with a view in which we can recognize four country segments, each with their specific conclusion for how to go-to-market with our new technology:



“Ideal world”
Countries in this segment are ideally suited to introduce the new technology in. They have a promising economic climate and have proven in the past to be eager adopters of new technologies. To realize their full potential these markets need to be addressed with sufficient focus and, eventually, budget. In our case, this would mean putting our sales resources on these markets.

“Seed”
The countries in the top –left segment need a different approach. These are countries that benefit from a favorable business environment, but have proven to be slow adopters of new technologies (at least ours). Sales activities in these countries are not likely to succeed quickly, at least not in comparison to the countries in the “ideal world” segment. We should rather sell the bigger picture in these markets, trying to evangelize the need for and the benefits of new technologies, and investigate which arguments might make them more favorable to these new technologies. One could argue this is a challenge for the marketing department, so perhaps we should reserve some of the marketing budgets for these countries.

“Harvest”
 The countries in the bottom-right segment have shown to be smooth adopters of new technologies in the past, but the current unfavorable business environment might hinder them to be early adopters of the new technologies, at least for the time being. Though we need to prepare these markets for when the market conditions turn favorable, we should not seek to invest too much efforts in sales right now, at least not by dedicated sales people. Perhaps we need to single out top potential customers in each of these markets, and have them covered by a business development resource, or by internal sales.

“Wait”
Countries in the top-right segment endure difficult market circumstances and have proven to be slow or lagging new technology adopters. Given the limited resources at hand, we would not put any particular emphasis on these markets.


We now obtained some insights to base our decision on:



In our specific case we might conclude to put the two sales resources on the German and British market, if at all possible in conjunction with the Italian market. We should use our marketing budget to increase the adoption rate of Sweden, France, Netherlands and Switzerland , and invest in informing the Danish, Spanish, Belgian and Greek customers about the introduction of our new technology, perhaps through the existing sales force (which would require some additional training).

Of course you will argue that the lines we have drawn to define the segmentation are completely subjective. And, indeed, if we would have had access to four sales people instead of two, we could have drawn the vertical line somewhat more to the right. The separation line is subjective, and should adapt to the resources at hand. Do not forget this exercise was aiming at comparing countries in terms of the success with which we could introduce a new technology. The chart above provides an unambiguous answer (although the metrics themselves might lead to ambiguity, dependent on which ones you chose to include).

Working with aggregated indexes, like we have done in this example, has the advantage of including a large and varied array of arguments and parameters into our decision equation. We could refine it further by giving different weights to our parameters, favoring those we are sure to have an impact on our decision over ones that are only vaguely related to our subject.

I do realize that many decision takers will not feel too comfortable with these aggregated indexes. Many will rather have the full list of parameters with their scores, eventually put in a ‘heat map’ in which they can quickly judge on the overall attractiveness of a country –and the reasons behind it. Fair enough, both views can coexist since they basically tell the same story, and the overall conclusion will invariably be the same with both views. My preference for the aggregated score originates in the simplicity the ultimate view offers, the fact that so many arguments come together in a limited number of factors.

Also, many decision takers might feel uncomfortable with this exercise since it offers no guarantee of accuracy. However, we need to keep in mind the initial request when building this type of insights. The aim of this exercise was to prioritize countries in which to invest, in other words: to compare countries based on specificities that undoubtedly are relevant to our decision. Putting them together does not alter the accuracy of the picture we are building, and certainly does not diminish the degree of confidence with which we take our decision. Quite on the contrary, if we find a sufficient amount of metrics, and if these are sufficiently related to our decision, we will increase our confidence, since mistakes or misjudgments will be countered by the many other metrics that are accurate. In a way this reduces your error margin.
And, as was the case with this exercise, sometimes it is the only type of insights one can build for a decision.


Did this example debunk the myths about market intelligence?


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