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Harvard Case - Daksh and IBM: Business Process Transformation in India. Part 2 - The Post Buy-out Years

"Daksh and IBM: Business Process Transformation in India. Part 2 - The Post Buy-out Years" Harvard business case study is written by Ali Farhoomand, Kavita Sethi. It deals with the challenges in the field of Strategy. The case study is 16 page(s) long and it was first published on : Jun 24, 2008

At Fern Fort University, we recommend that Daksh, post its acquisition by IBM, focus on leveraging its existing strengths in the Indian market, while simultaneously integrating with IBM's global resources and expertise. This strategy should be guided by a digital transformation strategy, aiming to build a sustainable competitive advantage through innovation, technology and analytics, and strategic alliances.

2. Background

This case study examines Daksh, an Indian BPO company, after its acquisition by IBM in 2004. The case explores the challenges and opportunities Daksh faced in integrating with IBM's global operations, navigating the complex Indian market, and leveraging its core competencies to achieve growth.

The main protagonists are:

  • Daksh: A successful Indian BPO company with a strong understanding of the local market and a skilled workforce.
  • IBM: A global technology giant with vast resources, expertise, and a global network.

3. Analysis of the Case Study

SWOT Analysis:

  • Strengths:
    • Strong understanding of the Indian market and its nuances.
    • Experienced and skilled workforce.
    • Established client base in India.
    • Cost-effective operations.
  • Weaknesses:
    • Limited global reach and brand recognition.
    • Potential cultural clashes with IBM.
    • Integration challenges with IBM's systems and processes.
  • Opportunities:
    • Expanding into new markets leveraging IBM's global network.
    • Offering integrated solutions combining Daksh's expertise with IBM's technology.
    • Developing innovative solutions for the Indian market.
  • Threats:
    • Intense competition from other BPO providers.
    • Economic slowdown in India.
    • Regulatory changes in the Indian BPO industry.

Porter's Five Forces:

  • Threat of New Entrants: High, due to low barriers to entry in the BPO industry.
  • Bargaining Power of Buyers: Moderate, as clients have multiple options for BPO services.
  • Bargaining Power of Suppliers: Low, as Daksh can leverage its large workforce and cost-effective operations.
  • Threat of Substitute Products: Moderate, as technology advancements can lead to automation of some BPO tasks.
  • Rivalry Among Existing Competitors: High, due to the presence of numerous BPO providers in India.

Value Chain Analysis:

Daksh's value chain can be analyzed by identifying key activities that create value for its customers:

  • Inbound Logistics: Sourcing and managing skilled workforce.
  • Operations: Providing BPO services including customer support, data entry, and back-office operations.
  • Outbound Logistics: Delivering services to clients.
  • Marketing and Sales: Identifying and acquiring new clients.
  • Service: Providing ongoing support and maintenance.

Business Model Innovation:

Daksh can leverage its core competencies and IBM's resources to develop innovative business models, such as:

  • Hybrid BPO Model: Combining on-site and offshore services to cater to specific client needs.
  • Digital BPO Model: Utilizing technology and analytics to automate tasks and improve efficiency.
  • Solution-Based BPO Model: Offering integrated solutions combining BPO services with IBM's technology.

Corporate Governance:

Post-acquisition, Daksh needs to ensure strong corporate governance practices to maintain transparency, accountability, and ethical conduct. This includes:

  • Implementing clear policies and procedures.
  • Establishing independent audit committees.
  • Promoting ethical decision-making.

4. Recommendations

  1. Leverage Existing Strengths: Daksh should capitalize on its understanding of the Indian market, its skilled workforce, and its cost-effective operations to maintain its competitive edge.
  2. Integrate with IBM: Daksh should seamlessly integrate with IBM's global operations, leveraging its resources, technology, and expertise to expand its reach and capabilities.
  3. Focus on Innovation: Daksh should invest in disruptive innovation, developing new solutions and services that leverage technology and analytics to meet evolving client needs.
  4. Develop a Digital Transformation Strategy: Daksh should embrace digital transformation by investing in automation, AI, and data analytics to improve efficiency, enhance service quality, and create new revenue streams.
  5. Expand into New Markets: Daksh should leverage IBM's global network to expand into new markets, targeting specific industries and sectors with high growth potential.
  6. Build Strategic Alliances: Daksh should form strategic alliances with other companies in the technology and service sectors to enhance its offerings and create new opportunities.
  7. Embrace Corporate Social Responsibility: Daksh should prioritize corporate social responsibility by investing in employee development, community outreach, and environmental sustainability.

5. Basis of Recommendations

These recommendations are based on a thorough analysis of Daksh's strengths, weaknesses, opportunities, and threats, considering the competitive landscape and the evolving needs of the BPO industry. They are aligned with IBM's strategic goals and leverage the combined resources and expertise of both companies.

  • Core competencies and consistency with mission: The recommendations build upon Daksh's core competencies in understanding the Indian market and providing cost-effective BPO services, while aligning with IBM's mission to provide innovative technology solutions.
  • External customers and internal clients: The recommendations focus on meeting the evolving needs of external customers and internal clients by providing innovative solutions, leveraging technology, and expanding into new markets.
  • Competitors: The recommendations aim to differentiate Daksh from competitors by focusing on innovation, technology, and strategic alliances, while leveraging its cost-effective operations.
  • Attractiveness: The recommendations are expected to generate positive returns on investment through increased market share, revenue growth, and improved efficiency.

6. Conclusion

Daksh, post its acquisition by IBM, has a significant opportunity to become a leading global BPO provider. By leveraging its existing strengths, integrating with IBM's global resources, and embracing innovation, Daksh can achieve sustainable growth and create value for its stakeholders.

7. Discussion

Alternative Options:

  • Standalone Growth: Daksh could have pursued independent growth in the Indian market, but this would have limited its access to global resources and expertise.
  • Merger with Another BPO: Daksh could have merged with another BPO company, but this would have created integration challenges and potential cultural clashes.

Risks and Key Assumptions:

  • Integration Challenges: Successfully integrating Daksh's operations and culture with IBM's global systems and processes is crucial.
  • Economic Slowdown: A slowdown in the Indian economy could impact Daksh's growth prospects.
  • Technological Disruption: Rapid advancements in technology could render some of Daksh's services obsolete.

8. Next Steps

  1. Develop a detailed integration plan: outlining key milestones, timelines, and responsibilities.
  2. Invest in technology and analytics: to develop innovative solutions and improve efficiency.
  3. Expand into new markets: identifying target industries and sectors with high growth potential.
  4. Build strategic alliances: with key players in the technology and service sectors.
  5. Monitor progress and adjust strategy: based on market trends, competitor actions, and performance metrics.

By taking these steps, Daksh can leverage its acquisition by IBM to achieve its full potential and become a global leader in the BPO industry.

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Case Description

The story of Daksh, one of India's leading BPO companies that was bought out by IBM in April 2004 at an estimated amount of US$170 million, had all the elements of the great Indian IT dream: entrepreneurship, innovation, venture capital, wealth creation and a quick exit. Elaborating the post buy-out scenario the case highlights various issues arising from mergers and acquisitions and throws throws open for discussion different aspects of the dynamics of acquisition integration. The case also addresses the question as to why the soon-to-go-public Daksh had agreed to a sell-out and, more importantly, what had prompted IBM to acquire Daksh. Students are challenged to evaluate whether or not the takeover was the right decision, and how it fit into IBM's overall strategy. The case can either be used independently or in conjunction with Daksh and IBM: Business Process Outsourcing in India - Part 1. The Formative Years, which looks at Daksh as a fast growth entrepreneurial venture.

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