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Harvard Case - Covisint (A): The Evolution of a B2B Marketplace

"Covisint (A): The Evolution of a B2B Marketplace" Harvard business case study is written by Lynda M. Applegate, Elizabeth Collins. It deals with the challenges in the field of Entrepreneurship. The case study is 29 page(s) long and it was first published on : Jun 29, 2005

At Fern Fort University, we recommend that Covisint, facing significant challenges with its initial B2B marketplace model, pivot towards a more specialized and focused approach. This involves leveraging their existing technology platform and expertise to create a niche marketplace catering to specific industries or supply chains. This strategy will allow Covisint to achieve profitability by focusing on high-value segments, managing costs effectively, and establishing a strong competitive advantage.

2. Background

Covisint, launched in 2000, aimed to become a comprehensive B2B marketplace for the automotive industry. The company was backed by major automakers like Ford, General Motors, and DaimlerChrysler, seeking to streamline their supply chains and reduce costs. However, Covisint faced several challenges:

  • Limited adoption: The platform struggled to attract a critical mass of buyers and sellers.
  • High operating costs: Maintaining the extensive infrastructure and technology required substantial investments.
  • Competition: The rise of other B2B marketplaces and the increasing focus on e-commerce by individual companies posed significant competition.

The case study focuses on Covisint?s strategic decisions in 2003, as the company grappled with these issues and explored options for its future.

3. Analysis of the Case Study

Strategic Analysis:

  • Porter?s Five Forces:
    • Threat of new entrants: High, due to the ease of setting up online marketplaces.
    • Bargaining power of buyers: High, as buyers had multiple options and could easily switch platforms.
    • Bargaining power of suppliers: Moderate, as suppliers could benefit from the platform?s reach but also had other channels.
    • Threat of substitutes: High, as other e-commerce solutions and traditional supply chain models existed.
    • Rivalry among existing competitors: High, with multiple players vying for market share.
  • SWOT Analysis:
    • Strengths: Strong brand recognition, established technology platform, existing relationships with automakers.
    • Weaknesses: Limited adoption, high operating costs, lack of focus.
    • Opportunities: Niche market specialization, leveraging technology for value-added services, partnerships with industry players.
    • Threats: Continued competition, economic downturn, technological disruption.

Financial Analysis:

  • Financial Statements: Covisint?s financial statements revealed significant losses and high operating expenses, indicating the need for a change in strategy.
  • Capital Budgeting: The company?s capital budgeting decisions were focused on maintaining and expanding its infrastructure, which proved unsustainable in the long run.
  • Risk Assessment: Covisint faced significant financial risks, including market acceptance, competition, and technological obsolescence.
  • Return on Investment (ROI): The company?s ROI was negative, highlighting the need for a strategy that could generate positive returns.

4. Recommendations

Covisint should adopt a niche-focused strategy by targeting specific industries or supply chains within the automotive sector. This approach offers several advantages:

  1. Increased Profitability: Focus on high-value segments with higher transaction volumes and margins.
  2. Reduced Competition: Specialized marketplaces face less competition from general B2B platforms.
  3. Enhanced Expertise: Develop deep industry knowledge and tailor the platform to specific needs.
  4. Stronger Customer Relationships: Build closer relationships with buyers and sellers within a specific niche.

Implementation:

  1. Identify Target Industries: Analyze industry trends, growth potential, and specific needs to identify suitable niches.
  2. Tailor the Platform: Customize the platform?s features, functionalities, and services to cater to the chosen niche?s specific requirements.
  3. Develop Industry Expertise: Hire industry experts, build partnerships with industry associations, and conduct research to gain in-depth knowledge.
  4. Marketing and Sales Strategy: Develop targeted marketing campaigns and sales strategies to attract buyers and sellers within the niche.
  5. Cost Optimization: Streamline operations, reduce unnecessary costs, and focus investments on core areas.

5. Basis of Recommendations

This recommendation aligns with Covisint?s core competencies in technology and its existing relationships with automakers. It addresses the challenges of limited adoption and high operating costs by targeting a smaller, more focused market. This strategy also considers the competitive landscape and the need for a sustainable business model.

Quantitative Measures:

  • Increased transaction volumes: Focusing on specific industries with high transaction volumes can drive revenue growth.
  • Improved profit margins: Targeting high-value segments can lead to higher profit margins.
  • Reduced operating costs: Streamlining operations and focusing on core areas can reduce expenses.

Assumptions:

  • Covisint?s technology platform can be adapted to cater to specific industry needs.
  • The chosen niche offers sufficient growth potential and market demand.
  • Covisint can develop the necessary industry expertise and build strong relationships within the niche.

6. Conclusion

By adopting a niche-focused strategy, Covisint can overcome its current challenges and achieve profitability. This approach allows the company to leverage its existing strengths, address its weaknesses, and capitalize on opportunities within the automotive sector.

7. Discussion

Alternatives:

  • Expansion into new industries: This would require significant investment and expertise in new sectors.
  • Becoming a general B2B marketplace: This would face intense competition and require significant investments in marketing and sales.
  • Selling the company: This would require finding a suitable buyer and negotiating a favorable deal.

Risks:

  • Market acceptance: The chosen niche may not be large enough to support a profitable business.
  • Competition: Existing players within the niche may pose a significant challenge.
  • Technological disruption: New technologies may emerge that disrupt the chosen market.

Key Assumptions:

  • Covisint?s technology platform is flexible and can be adapted to different industries.
  • The chosen niche offers sufficient growth potential and market demand.
  • Covisint can develop the necessary industry expertise and build strong relationships within the niche.

8. Next Steps

  1. Conduct market research: Identify potential niche markets and assess their size, growth potential, and specific needs.
  2. Develop a business plan: Outline the strategy, target market, marketing plan, financial projections, and key milestones.
  3. Pilot launch: Launch a pilot program in the chosen niche to test the strategy and gather feedback.
  4. Scale up operations: Based on the pilot program?s success, expand operations and invest in resources to support growth.

This timeline will allow Covisint to implement its new strategy in a phased manner, minimizing risks and maximizing the chances of success.

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Case Description

Ford Motor Co., General Motors, and DaimlerChrysler--the three original equipment manufacturers (OEMs) that dominated the automotive industry throughout the 20th century--launched Covisint in February 2000 as an industry supply chain exchange that would drive out cost and help manage the complex communications within the rigidly hierarchical industry. The Big 3 sourced entire components of cars from large Tier 1 suppliers. By limiting the number of partners and using online technologies to support collaboration and performance tracking, as well as drive out costs from the supply chain, the OEMs hoped that cycle times could be shortened and they could finally achieve a build-to-order car. A successful exchange that united the industry was vital to this vision. Covisint was founded with "borrowed" Bid 3 employees and over $250 million in funding from the OEMs. Its business model morphed several times as it raced to bring products to market and to meet the demands of its founders. The start-up burned through six CEOs in three years and now Bob Paul is considering whether to take on the CEO hot seat.

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