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Harvard Case - KERSTIN BERGER (A)

"KERSTIN BERGER (A)" Harvard business case study is written by Maury Peiperl. It deals with the challenges in the field of General Management. The case study is 8 page(s) long and it was first published on : Nov 19, 2007

At Fern Fort University, we recommend that Kerstin Berger pursue a strategic growth strategy focused on international expansion into emerging markets, particularly in the Asia-Pacific region. This strategy should leverage innovation in product development and digital transformation to create a competitive advantage in the global market. To support this growth, Kerstin should implement a change management process that fosters a culture of innovation and employee empowerment while addressing potential challenges related to cross-cultural management and business ethics.

2. Background

Kerstin Berger is the CEO of a successful German company, Berger & S'hne, specializing in high-quality, handcrafted wooden toys. The company faces a stagnant domestic market and seeks to expand internationally. Kerstin is considering various options, including expanding into emerging markets, acquiring a competitor, or focusing on niche markets within Germany.

The main protagonists of the case study are:

  • Kerstin Berger: CEO of Berger & S'hne, responsible for strategic decision-making and leading the company's growth initiatives.
  • The Berger family: Owners of the company, with a strong emphasis on tradition and quality craftsmanship.
  • The management team: Responsible for operational execution and supporting Kerstin's strategic decisions.
  • The workforce: Skilled artisans who contribute to the company's reputation for high-quality products.

3. Analysis of the Case Study

Strategic Analysis:

  • SWOT Analysis: Berger & S'hne possesses strengths in its brand reputation, product quality, and skilled workforce. However, it faces weaknesses in its limited international presence and reliance on a mature domestic market. Opportunities exist in emerging markets with growing middle classes and increasing demand for high-quality products. Threats include competition from low-cost manufacturers and potential cultural barriers in international markets.
  • Porter's Five Forces: The toy industry is characterized by moderate competition, high bargaining power of buyers due to numerous options, moderate threat of new entrants due to high barriers to entry, moderate threat of substitutes from electronic entertainment, and low bargaining power of suppliers due to readily available materials.
  • Competitive Advantage: Berger & S'hne can differentiate itself through its unique craftsmanship, focus on sustainability, and strong brand image.

Financial Analysis:

  • Financial Performance: The company enjoys strong financial performance, with a stable revenue stream and healthy profitability. However, the lack of international expansion limits potential for future growth.
  • Investment Needs: International expansion requires significant investment in marketing, distribution, and production capabilities.

Marketing Analysis:

  • Target Market: The target market for Berger & S'hne's products are families with young children, particularly those seeking high-quality, sustainable, and educational toys.
  • Marketing Strategy: The company should focus on digital marketing to reach a wider audience, brand storytelling to highlight its craftsmanship and values, and strategic partnerships with retailers and distributors in target markets.

Operational Analysis:

  • Production Processes: Berger & S'hne's production processes are highly efficient and focused on quality. However, the company needs to scale up production to meet potential international demand.
  • Supply Chain Management: The company needs to develop a robust supply chain to ensure timely delivery of products to international markets.

4. Recommendations

  1. International Expansion Strategy:

    • Target Emerging Markets: Focus on countries in the Asia-Pacific region with high growth potential, such as China, India, and Southeast Asian nations.
    • Market Research: Conduct thorough market research to identify specific needs and preferences in target markets.
    • Strategic Partnerships: Establish partnerships with local distributors, retailers, and marketing agencies to gain market access and leverage local expertise.
    • Cultural Sensitivity: Ensure all marketing and product development efforts are culturally sensitive and respectful of local customs and values.
  2. Innovation and Product Development:

    • Develop New Products: Introduce innovative products that cater to the specific needs and preferences of target markets.
    • Embrace Technology: Integrate technology into product development, production, and marketing processes to enhance efficiency and create new opportunities.
    • Sustainability Focus: Maintain a strong commitment to sustainability by using eco-friendly materials and production practices.
  3. Digital Transformation:

    • E-commerce Platform: Develop a robust e-commerce platform to reach a wider audience and expand online sales.
    • Social Media Marketing: Utilize social media platforms to engage with customers, build brand awareness, and drive online sales.
    • Data Analytics: Implement data analytics tools to track customer behavior, optimize marketing campaigns, and improve decision-making.
  4. Change Management:

    • Communicate Vision: Clearly communicate the vision for international expansion and its benefits to all stakeholders.
    • Employee Empowerment: Empower employees to contribute to the change process and develop new skills.
    • Cross-Cultural Training: Provide cross-cultural training to employees involved in international operations to enhance understanding and communication.
    • Performance Evaluation: Implement performance evaluation systems that align with the company's strategic goals and measure progress towards achieving them.
  5. Corporate Governance:

    • Board of Directors: Establish a diverse board of directors with international experience and expertise to provide strategic guidance.
    • Transparency and Accountability: Ensure transparency in all business operations and establish clear accountability mechanisms.
    • Ethical Conduct: Maintain a strong commitment to ethical business practices and compliance with local regulations.

5. Basis of Recommendations

These recommendations are based on the following considerations:

  • Core Competencies and Consistency with Mission: The recommendations focus on leveraging Berger & S'hne's core competencies in craftsmanship, product quality, and brand reputation while expanding into new markets.
  • External Customers and Internal Clients: The recommendations address the needs of both external customers seeking high-quality toys and internal clients, including employees and stakeholders.
  • Competitors: The recommendations aim to differentiate Berger & S'hne from competitors by focusing on innovation, sustainability, and cultural sensitivity.
  • Attractiveness - Quantitative Measures: The recommendations are expected to generate positive financial returns through increased revenue and market share.
  • Assumptions: The recommendations assume that the company can successfully navigate cultural differences, adapt its products to meet local preferences, and secure necessary resources for international expansion.

6. Conclusion

By pursuing a strategic growth strategy focused on international expansion, innovation, and digital transformation, Berger & S'hne can overcome the challenges of a stagnant domestic market and achieve sustainable growth in the global toy industry. The company's commitment to quality, sustainability, and ethical business practices will be key differentiators in attracting customers and building a strong brand presence in emerging markets.

7. Discussion

Alternatives not selected:

  • Acquisition of a competitor: While this could provide immediate market access, it carries significant financial and operational risks.
  • Focus on niche markets within Germany: This option limits growth potential and does not address the long-term challenges of a stagnant domestic market.

Risks and Key Assumptions:

  • Cultural Barriers: The company needs to effectively navigate cultural differences and adapt its products and marketing strategies to local preferences.
  • Competition: Intense competition from low-cost manufacturers and established players in emerging markets requires a strong competitive advantage.
  • Financial Investment: International expansion requires significant financial investment, which needs to be carefully managed and aligned with the company's financial resources.

8. Next Steps

  1. Market Research and Due Diligence: Conduct thorough market research in target countries to identify specific opportunities and potential challenges.
  2. Strategic Partnerships: Identify and establish partnerships with local distributors, retailers, and marketing agencies.
  3. Product Development: Develop new products that cater to the specific needs and preferences of target markets.
  4. Digital Transformation: Implement digital marketing strategies and develop an e-commerce platform.
  5. Change Management: Communicate the vision for international expansion and implement training programs to support employee adaptation.
  6. Financial Planning: Secure necessary funding and develop a financial plan to support international expansion.

By implementing these recommendations and effectively managing the associated risks, Berger & S'hne can achieve sustainable growth and secure its future as a global leader in the toy industry.

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Case Description

Kerstin Berger observes her new colleague Tina Orton gradually slide into complete dysfunction and burnout. Orton, just hired, is given very little guidance or support in a "set up to fail" job situation. In addition she is going through tremendous personal change. With a near-impossible project, a hands-off boss, and a new culture and language (she has just moved to Switzerland to be with her new husband on an expatriate assignment), Orton finds herself in an untenable situation. She asks for help but does not get it; instead she resorts to pathological overworking in an attempt at control-an attempt that does not work and that leaves her completely burned out. When one morning Orton cleans out her office, leaves her badge on her desk, and disappears, Berger is left to pick up the pieces of her project one month before launch. Learning objectives: To consider how it happens that accomplished professionals sometimes find themselves in impossible situations. To understand the nature of burnout and the factors behind it. To identify best (and worst) practices for hiring and "on-boarding" new professionals in IT and other staff functions. To think about our own biases about what constitutes success and failure, and to what extent situations dominate individuals in determining outcomes (fundamental attribution error).

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