ENVIRONMENT: THE NEXT SOURCE OF COMPETITIVE ADVANTAGE

By Prof. P.D.Jose

 

 

The nineties have seen rapid changes in the competitive landscapes facing businesses. All pervasive environmental regulations and attendant potential for liabilities, stakeholder pressures, resource and input scarcities have made effective environmental management increasingly vital to the survival of almost every firm. Faced with this many firms are actively trying to convert their environmental management practices into a source of competitive advantage by moving away from reactive, end of the pipeline process solutions to proactive ones of identifying and preventing environmental damages. They are also reexamining, restructuring and redesigning their structures, strategies, systems and processes to minimize the negative environmental impacts and maximize positive returns.

 

How do these competitive advantages arise? Current research indicates that environmental management may influence a company's performance in three ways: on the cost side, revenue side or through the creation/strengthening of competitive advantages.

 

Beneficial impacts from the cost side are relatively easier to achieve and have been profitably employed by a number of firms, particularly those operating in sectors with high raw material or high waste disposal costs. Smart environmental management measures reduce costs of doing business by improving resource and energy utilization efficiencies (through recycling and rationalization of inputs and processes), reducing operating costs, insurance premiums and potential for liabilities and damage claims etc. Programmes such as Dow’s ‘Waste Reduction Always Pays” 3M’s ‘Pollution Prevention Pays’ are based on this philosophy. For instance, an Economist study indicated that, industries in South Asia which balked at the 10-15% additional costs added to the cost of a new pulp and paper mills were buying the latest and cleanest equipment not because of government regulations but since it reduced operating costs.

 

The emergence of product liability and packaging regulations mean that companies may derive significant advantages in the future from costs avoided due to proactive environmental management. Over the next decade manufacturers will have to take responsibility not just for their products but also for what happens to these products during their life time and even at the end of their lives. Companies are converting this challenge into a source of competitive advantage. Volkswagen, for instance, guarantees to take back all cars manufactured after a 10-year life period. Given the high costs of junking used vehicles and the shortage of dumping spaces, the company would be better placed than it’s competitors in attracting customers.  Also by ensuring the recyclability of components Volkswagen has cut down the raw material procurement and processing costs simultaneously achieving first mover and cost advantages. Similar is the case of the consumer goods industry.  Given the current packaging regulations in Europe, firms that are able to put into place systems for waste collection enjoy significant advantages over others.

 

The second benefit gained by firms is through increased product and market opportunities, and consequently, revenues. This may be achieved through improved brand equity, improved market access, increased market realization per unit of product/service, increased market share or through the creation of new markets.

The third way in which companies benefit from proactive environmental management is through the creation of newer competitive advantages or strengthening of existing ones. Competitive advantages in turn may arise from cost leadership, product differentiation and substitution, creation of leveraging competencies, innovation, standard setting, collaboration and first mover advantages. Monsanto for instance created a positive market image by stressing it’s acre for the environment through strict plant, material controls.  By simultaneously lobbying for higher standards it became a de facto manager of regulations. With Monsanto effectively setting the environmental standards it’s competitors found it difficult more expensive to bridge the gap that had been created between Monsanto and themselves. In fact, the competitive companies today follow the Highest Common Denominator approach, i.e., producing everything to the world’s toughest standards.

 

The significance of a proactive environmental policy is clearly evident in DuPont’s committing to a complete and early phase out of CFCs even though an argument could have been made to adhere to the Montreal Protocol based time table.  The company thus had a head start over others in the search for alternatives to CFCs.  Interestingly, this decision was more beneficial to the DuPont than originally intended in the light of the later agreements by the international community to bring forward the deadline for elimination of CFCs.

 

As noted above the advantages of proactive and sensible environmental management are many. It is therefore vital for managers to consider the environmental trajectories of their products and processes into corporate planning processes. One of the many methods that may be used for this is the Environment-Strategy Matrix.

 

Environment-Strategy Matrix

 

The Environment-Strategy (ES) matrix (See Figure 1) is constructed around the two dimensions of Environmental Attractiveness and Market Attractiveness and draws upon the GE portfolio matrix. Market Attractiveness is a combination of various factors related to the market, competitive intensity, firm competitiveness, technological, and economic aspects.  MA indicates prospects for the firm within the industry sector in which it operates. Environmental Attractiveness (EA) is determined by the nature of the environmental impacts, both beneficial and adverse, generated by the business during raw material procurement, and the manufacturing, use and disposal of its products and services.  The factors that contribute to market and environmental attractiveness are shown in Table 1.  The set of factors which determine the strategic position for any SBU, product or service within the ES Matrix will be unique to that particular business.  The relative importance of each of these factors will vary depending on the business environment, the technology and the strategy of the firm.  The location of an SBU within the matrix will be based on an evaluation of these factors, internally by the management and externally by experts and regulatory agencies.

 

Table 1: Factors Influencing Market and Environmental Attractiveness

Market Attractiveness

Environmental Attractiveness

Market Factors

Total Market Size

Annual Market Growth Rate

Total Market Share

Annual Market Share Growth Rate

Internal

Energy Intensity

Environmental Impacts

Potential for Accidents

Firm's Historical Envtl. Performance

Risk to Employees

 

Firm Competitiveness

Product Quality

Brand Image

Technological Lead

 

 

Competitive Intensity

No. of Competitors

Relative Market Share

Barriers to Entry & Exit

Rate of New Product Introduction

Capacity Utilization Levels

External

Regulatory Intensity

Expected Regulatory Trends

Direct Subsidies

Compliance Costs

Penalty Costs

Power of Pressure Groups

Historical Envtl. Performance of the Sector

Risk to Customers, Communities and Ecosystems

Technological Factors

Maturity of the Market

Speed of technological Change

Lead Time for New Products

 

Economic Factors

Contribution Margins

Capital Intensity

Direct Subsidies

 

 

 

 

The various contexts in which a business may operate are detailed in Figure 1. Being in the high EA-high MA region (Cell I) is the most sustainable and strategically advantageous position for the business. Firms operating in this cell are normally market leaders and innovators enjoying first-mover advantages.  The strategy at this position should be to focus on protecting leadership. Although SBUs in the medium EA-high MA (Cell II) category are in attractive market positions in relation to the environment, they are not market leaders.  In this cell environmental performance is the critical factor that blocks the business move to a sustainable leadership position within its industry segment. Business units in the low EA-high MA region (Cell III) have the obvious advantage of being big contributors to the corporate coffers, but they may increase the financial risk to the firm in terms of potential liabilities and non-compliance fines.

 

SBUs and products in the medium EA-high MA region (Cell IV) could be either in mature markets where the prospects for growth are low or in newly emerging markets where the potential has not been fully realized.  Correspondingly the basic strategy would be to increase margins by introducing new procurement strategies in a mature market or to invest for growth in the attractive segments.  SBU's in the medium MA-medium EA (Cell V) have no significant competitive advantage on market or environmental attractiveness.  For a complacent management the market share is in danger of being captured by competitors and hence the protection of the existing market share is very important. Similarly SBUs in the low EA-medium MA region (Cell VI) should attempt to improve their environmental performance by seeking alternative technology channels, which are environmentally friendly as well as competitive.  Investments in expansion should be limited to those businesses, which have good prospects while simultaneously maintaining investments in environmental protection. 

 

SBUs in the high EA-low MA (Cell VII) are environmentally attractive, but operate in low growth or stagnant markets.  In mature markets the business should be managed to improve current earnings.  There should also be an effort to protect and refocus the product portfolio. Those in the low MA and low/medium EA regions (Cells VIII and IX) are unattractive propositions for the firm.  The situation typically occurs when an SBU has no distinct competitive advantage, operates in a stagnant market and faces a large number of competitors. Where the future potential is low the SBUs may be divested.

 

Transforming Corporate Environmental Performance

 

Within the ES matrix the businesses have both horizontal and vertical mobility.  A horizontal movement signifies a change in the nature of the external effects generated by the business. It is also useful to note that often movement on one dimension (MA or EA) causes the SBU to move along the other dimension too.  Therefore most strategic transitions would involve moving diagonally across the matrix.

 

It is also possible to evolve some rules for strategy formulation from the ES matrix.  Firms operating on the right side of the matrix should attempt to move to the left by reducing environmental pollution through resource substitution, pollution control and environmental auditing.  While those in the extreme left should focus on maintaining leadership and market share through product differentiation, innovation and cost reduction.  The environmental performance of an SBU in the low risk category can be improved in the long term by continuous R & D and innovation.  The goal here should be to move leftwards to environmentally less risky regions. If a technological break-through or performance improvements are not possible, it may be appropriate to divest or dispose off these units.

 

In some cases the movement across the matrix may be constrained by factors which are outside the control of the management. For example, when attempting to move vertically, market factors such as overall market size, annual market growth, barriers to entry and exit etc., can be influenced only to a limited extent.  Also government policies, the degree of market maturity etc., are usually outside the control of the individual firm.  While moving horizontally from an environmentally unattractive to an attractive position the firm can manipulate factors such as energy usage, efficiency, safety precautions and emissions levels.

 

Conclusion

 

We have described one of the many tools, which may be used by firms to improve their environmental performance and gain competitive advantage. It is useful to note here that the ES matrix can be used in a number of ways to improve the quality of strategy formulation and implementation within the firm, including market entry and diversification decisions, competitive strategy formulation and corporate portfolio balancing.  At the level of the firm, moving leftwards on the environmental attractiveness axis may increase the competitive advantages of the business.  These advantages may relate to cost-leadership or cost-competitiveness, differentiation, resource substitution, the leveraging of competencies, innovation and standard setting or first-mover advantages.   At the industry level, the ES matrix in combination with conventional portfolio matrix can also be used for analyzing the competitive structure of the sector in which the firm operates. Once the relative positions of the different competitors are determined, it is easier for the management to chalk out strategic plans for countering competition while simultaneously minimizing environment related risks.

 


 

Figure 1: The Environment-Strategy Matrix

 

 

 

Environmental Attractiveness

 

 

High

Medium

Low

Market Attractiveness

High

1.       Protect Leadership

·         Invest to grow at maximum rate

·         Concentrate efforts on maintaining core strength

2.       Invest to Improve

·         Move to  cell 1 by resource substitution

·         Build on strengths

·         Reinforce environmentally vulnerable area by changing technologies/processes

3.Invest Selectively

Low Risk

·         Invest to move to cell 2

·         Improve envtl. performance through innovation  and R&D

Low Risk

·         Divest/dispose if technological breakthrough unlikely

Medium

3.      Invest to Grow

·         Invest for market growth

·         Invest heavily in attractive segments & move to Cell 1

·         Build up core competencies to counter competition

·         Emphasize profitability by resource substitution

5. Build Selectively

·         Protect existing market share

·         Make investments where industry prospects are high

6. Improve or Quit

Low Risk

·         Invest in expansion linked to potential: maintain those in pollution control

Low Risk

·         Divest/dispose if unable to move to cell 5

Low

7. Protect  & Refocus

·         Manage for current earnings

·         Concentrate on attractive segments. Try to move to Box 4

8. Manage for Earnings/       

     Invest Selectively

·         Protect existing positions

·         Harvest where future prospects are low

·         Minimize investment in expansion

9. Divest

·         Sell to maximize cash value

(Source: Corporate Strategy and the Environment: a Portfolio Approach, Journal of Long Range Planning, Vol. 29, No.4, pp.462-472, 1996.)