Small Firm Internationalisation and
International Entrepreneurship
Editors:
Emin Akçaoğlu & Rainer Wehner
İstanbul, 24 - 25 September 2020
Small Firm Internationalisation and
International Entrepreneurship
Editors:
Emin Akçaoğlu & Rainer Wehner
Würzburg International Business Forum
International Business Conference 2020
Conference Proceedings
Istanbul, 24 - 25 September 2020
Conference Proceedings
Würzburg International Business Forum
International Business Conference 2020
(WIBF@Beykent)
Small Firm Internationalisation and
International Entrepreneurship
Istanbul, 24 - 25 September 2020
Editors:
Emin Akçaoğlu & Rainer Wehner
Würzburg International Business Forum (2020)
The 3rd International Business Conference Proceedings:
Small Firm Internationalisation and International Entrepreneurship
Istanbul, Turkey. 122 pp (including the cover pages).
Editors: Emin Akçaoğlu & Rainer Wehner
Conference web site design: Dominik Winkler
Conference logo design: Magdelena Ulsamer
Creative Director: Sema Özevin (Book cover design)
Transcriptions: Barış Batuhan Geçit & Korhan Kaptanoğlu
Würzburg International Business Forum’s website:
http://wibf.fhws.de/
© 2020 Beykent University
For the electronic copy: Reproduction of this electronic publication for noncommercial purposes is authorized provided that the source is fully acknowledged.
For the printed copy: All print publication rights of this book are reserved. It cannot
be reproduced, published or distributed fully or partly in print without the permission
of the publisher; except for short quotations for promotional purposes, provided
that the source is fully acknowledged.
The views expressed in this publication do not necessarily reflect those of Beykent
University or the University of the Applied Sciences Würzburg-Schweinfurt (FHWS).
Beykent University Publications
Publication No.: 151
e-ISBN: 978-975-6319-52-9
ISBN: 978-975-6319-53-6
Beykent University
Ayazağa, Hadım Koruyolu Cd. No:19
34398 Sarıyer, Istanbul, Turkey
Contents
Keynote Speakers
International Advisory Board
Organisation Committee
Foreword
Opening Speeches (Transcription)
Rainer Wehner
Ali Murat Ferman
Robert Grebner
Markus Besenbeck
Erdogan Taşkın
Emin Akçaoğlu
1
5
Keynote Speeches (Transcription)
Bargaining Power, Political Institutions, and Legitimacy Perspectives in the
Multinational-Government Relationship: Lessons and Research
Opportunities for SMEs
Alfredo Jiménez
13
A Living Business Model – Your Digital Twin
Kim Warren
17
Proceedings of Plenary Session I
Sharing economy: Users’ motivations from the sustainable development
perspective
Olga Saginova, Zhanna Musatova & Yuri Saginov
25
Entrepreneurial Culture in India: A Comparison with the BRICS Economies
Sunayana & Rakhshanda Parveen
29
How Growth Intention Relate with Political Skill for Female Entrepreneurs in
Turkey? An Implementation of Moderator Analysis
Tutku Tuncalı Yaman & Gülgönül Bozoğlu Batı
35
The Effect of Digitalization on Food Purchasing Preferences: A Study on the
Impact of the COVID-19 Pandemic
Gökçe Öztürk & Burak Öçlü
43
Proceedings of Plenary Session II
International Trade and Export Credit Insurance
Banu Erkök
49
International New Ventures as Integrators
Erik S. Rasmussen
55
Too Much Culturally Aware? When Intercultural Reconciliation Fails in
Business: The Case of IKEA in Saudi Arabia
Jérôme Dumetz, Valentina Zanolini & Caitlin Morgan
63
Deep Impact Lean Startups: Founders for Future start with deep impact!
Harald Bolsinger & Bernd Hanheiser
69
Paper Presentation & Panel Meeting on Small Firm Internationalisation
(Session in Turkish)
Uluslararası Pazarlama Uygulamalarında Gerekli Beceri Düzeyleri
Erdoğan Taşkın
Panel Meeting (Transcription)
C. Coşkun Küçüközmen
Seçil Kaynak
Gürhan Güven
Mutlu Can Günel
Erçin Şahin
Erdoğan Taşkın
Emin Akçaoğlu
83
91
Würzburg International Business Forum
International Business Conference 2019
Keynote Speakers
Alfredo Jiménez, KEDGE Business School, France
Kim Warren, Strategy Dynamics Ltd, UK
International Advisory Board
Ilan Alon, Adger University, Norway
Diederich Bakker, Hanze University of Applied Sciences, Groningen,
The Netherlands
Seçil Bayraktar, Toulouse Business School, France
Harald J. Bolsinger, University of Applied Sciences WürzburgSchweinfurt, Germany
Lourdes Casanova, Cornell University, US
Hugh Dang, Ottawa United Learning Academy, Canada
Alfredo Jiménez, KEDGE Business School, France
Turgut Özkan, Doğuş University, Turkey
Olga Saginova, Plekhanov Russian University of Economics, Russia
Włodzimierz Sroka, WSB University, Poland
Erdoğan Taşkın, Beykent University, Turkey
Wlamir Xavier, Biola University, US
Würzburg International Business Forum
Permanent Organisation Committee
Rainer Wehner, Head of Organisation Committee, University of Applied
Sciences Würzburg-Schweinfurt, Germany
Emin Akçaoğlu, Beykent University, Turkey
Dominik Winkler, University of Applied Sciences Würzburg-Schweinfurt,
Germany
Markus Engert, University of Applied Sciences Würzburg-Schweinfurt,
Germany
Würzburg International Business Forum
International Business Conference 2020
WIBF@Beykent Organisation Committee
Rainer Wehner, University of Applied Sciences Würzburg-Schweinfurt,
Germany
Emin Akçaoğlu, Beykent University, Turkey
Bekir Aşık, Beykent University, Turkey
Markus Engert, University of Applied Sciences Würzburg-Schweinfurt,
Germany
Mine Fındıklı, Beykent University, Turkey
Barış Batuhan Geçit, Beykent University, Turkey
Turgut Özkan, Doğuş University, Turkey
Selahattin Sarı, Beykent University, Turkey
Dominik Winkler, University of Applied Sciences Würzburg-Schweinfurt,
Germany
Conference Scientific Council
Emin Akçaoğlu, Beykent University, Turkey
Vedat Akman, Beykent University, Turkey
Ilan Alon, University of Agder, Norway
Erkut Altındağ, Beykent University, Turkey
Bekir Aşık, Beykent University, Turkey
Diederich Bakker, Hanze University of Applied Sciences, Germany
Seçil Bayraktar, Toulouse Business School, France
Yüksel Bayraktar, Istanbul University, Turkey
Stephanie Baumgarten, University of Applied Sciences WürzburgSchweinfurt, Germany
Axel Bialek, University of Applied Sciences Würzburg-Schweinfurt,
Germany
Semra Birgün, Fenerbahçe University, Turkey
Harald Bolsinger, University of Applied Sciences Würzburg-Schweinfurt,
Germany
Ahmet Alkan Çelik, Beykent University, Turkey
Faik Çelik, Kocaeli University, Turkey
Ethem Soner Çelikkol, Beykent University, Turkey
Hakkı Çiftçi, Çukurova University, Turkey
Hugh Dang, Ottawa United Learning Academy, Canada
Mustafa Kemal Değer, Professor, Karadeniz Technical University, Turkey
Ertuğrul Deliktaş, Kâtip Çelebi University, Turkey
Recep Baki Deniz, Beykent University, Turkey
Selçuk Emsen, Atatürk University, Turkey
Oya Erdil, Gebze Teknoloji University, Turkey
Cengiz Erol, Yaşar University, Turkey
Özgür Ömer Ersin, Beykent University, Turkey
Mine Afacan Fındıklı, Beykent University, Turkey
Emine Ayşen Gencer, Beykent University, Turkey
Cevat Gerni, Beykent University, Turkey
Ayşe Günsel, Kocaeli University, Turkey
Yıldız Y.Güzey, Beykent University, Turkey
Gülay Selvi Hanişoğlu, Beykent University, Turkey
Salih Zeki İmamoğlu, Gebze Teknoloji University, Turkey
Hüseyin İnce, Gebze Teknoloji University, Turkey
Alfredo Jiménez, KEDGE Business School, France
Ömer Kalav, Beykent University, Turkey
Muhittin Kaplan, Istanbul University, Turkey
Kerem Karabulut, Atatürk University, Turkey
Mehmet Baha Karan, Hacettepe University, Turkey
Çiğdem Kaya, Arel University, Turkey
Halim Kazan, Istanbul University, Turkey
Celal Kepekçi, Beykent University, Turkey
Halit Keskin, Yıldız Technical University, Turkey
Manfred Kiesel, University of Applied Sciences Würzburg-Schweinfurt,
Germany
Yunus Kishalı, Beykent University, Turkey
Cevdet Kızıl, Medeniyet University, Turkey
Derman Küçükaltan, Izmir Kavram Vocational School, Turkey
Cumhur Coşkun Küçüközmen, Izmir University of Economics, Turkey
Nihat Küçüksavaş, Beykent University, Turkey
Volkan Öngel, Beykent University
Pınar Şenışık Özdabak, Doğuş University
Turgut Özkan, Doğus University, Turkey
Musa Pınar, Valparasio University, US
Ali Pişkin, Doğuş University, Turkey
Jaya Prakash Pradhan, Central University of Gujarat, India
Cem Saatcioğlu, Istanbul University, Turkey
Olga Saginova, Plekhanov Russian University of Economics, Russia
Özlem Sanrı, Doğuş University, Turkey
Selahattin Sarı, Beykent University, Turkey
Halil Sarıaslan, Başkent University, Turkey
Ahmet Güner Sayar, Beykent University, Turkey
Sefer Şener, Istanbul University, Turkey
Bahattin Sinsoysal, Doğuş University, Turkey
Włodzimierz Sroka, WSB University in Dąbrowa Górnicza, Poland
Mustafa Sundu, Beykent University, Turkey
Türker Susmuş, Ege University, Turkey
İpek Gürsel Tapki, Gebze Technical University, Turkey
Erdoğan Taşkın, Beykent University, Turkey
Erkan Taşkıran, Düzce University, Turkey
Ahmet Ulusoy, Beykent University, Turkey
Veysel Ulusoy, Yeditepe University, Turkey
Kamil Uslu, Izmir Kavram Vocational School, Turkey
Ayfer Ustabaş, Beykent University, Turkey
Ülkü Uzunçarşılı, Beykent University, Turkey
Rainer Wehner, University of Applied Sciences Würzburg-Schweinfurt,
Germany
Ahmet Yüksel, Beykent University, Turkey
Cemal Yükselen, Beykent University, Turkey
Wlamir Xavier, Biola University, US
Cemal Zehir, Yıldız Technical University, Turkey
Foreword
Entrepreneurship,
innovation
and
internationalisation
are
substantially
interrelated.
In
an
increasingly
competitive world economy these are
getting more importance. In 2000 at its
Lizbon meeting, the European Council set
the objective of making the European
Union “the most competitive and
dynamic knowledge-based economy in
the world”. Entrepreneurship, innovation
and internationalisation are essential
ingredients of achieving such objectives
as they are now three of the most
important factors for growth and job
creation in open market economies.
grow the company size at all. But since
the number of SMEs in any economy is
overwhelming,
they
contribute
substantially to GNPs and also to
employment. Many of these firms are
family owned. Corporate governance
issues have interesting aspects in family
owned-firms. The unification of ownership
and management enables the top
management to make opportunistic
investments by relying on intuition.
Therefore, such firms are more flexible in
comparison with shareholders-owned
and managerially-controlled firms to
adapt to changing environments, to
enter new markets or, to introduce new
products. Perhaps because of this
attribute, family firms do tend perform
better in adverse economic conditions.
With the beginning of the internet era,
entrepreneurship in international scale
has become easier. Many start-ups now
aim the international market from their
inception. In other words, the number of
so called born globals is increasing very
quickly.
Therefore,
international
entrepreneurship has also become a
significant concept in the business
literature. Currently, many countries and
international organisations focus on
international entrepreneurship for job
creation and economic growth. This is
particularly important these days as the
effects of the global economic crisis still
have been present.
SMEs are also very important in many
countries (as well as in Germany where
they play a critical role in forming a
middle class society so called Mittelstand
that is also the backbone of the German
economy). On the other hand, it seems
that SMEs in general (and also many
German SMEs are reluctant to invest in
foreign
countries
though
export
orientation historically has been the
case). There may me various factual and
psychological
reasons
behind
this
approach.
However,
increasing
economic integration among nations
forces companies to be involved in
international business much more than
earlier. In this line, foreign direct
investment (FDI) has also become as
Small companies (or small and medium
sized enterprises [SMEs] in general) are
entrepreneurial in their nature. SMEs are
not always growth oriented individually.
Many small business owners do not aim to
1
important as export business. In fact, FDI is
currently has a pivotal role for
international trade flows. At present two
third of the world trade volume is under
the control of multinational companies.
Interestingly, multinational companies are
not generally large or big companies as is
supposed by many. They are rather
smaller companies involved in FDI and
other foreign operation modes such as
international
franchising,
contract
manufacturing, licencing etc.. Together
with those internationalisation tendencies
SME´s
cannot
resist
against
the
progressive movement of digitalisation or
Industry 4.0. For this reason and because
of the fact that many small-sized
multinationals are also family owned
corporations,
it
seems
that
internationalisation is now not an option
but a must for nearly all companies; small
or big.
firm internationalisation, and also on
activities small multinational companies.
The conference has already established
itself as a global forum aiming at assessing
the impact of, and generating discussion
regarding, these recent developments in
order to reach a deeper understanding of
the evident opportunities, risks, and
outcomes. The main themes of the
conference are social and economic
outcomes of foreign investments by small
multinational
enterprises;
internationalisation of small firms and
international entrepreneurship; how these
outcomes are influenced by home
countries and international organizations,
through
legislation,
other
legal
arrangements, policies, and unofficial
mechanisms. The conference also aims to
identify the similarities and differences
between small multinational enterprises
from emerging and developed countries,
and to analyse the effects of these on
employment, growth and development
issues in home and host countries. The
Conference explores both theoretical
issues in the field and practical issues in
formulating policy and strategy and it will
pay attention to the issue of employment
and growth.
So far, the internationalisation of SMEs and
family-owned small firms and also small
multinationals
have
been
studied
relatively lesser than the potential. In this
respect, the WIBF’s 3rd International
Business Conference aims to focus on
international entrepreneurship and small
Emin Akçaoğlu & Rainer Wehner
Editors
2
Opening
Speeches
3
4
Opening Speeches of the Würzburg International Business
Forum’s 3rd International Business Conference
(WIBF@Beykent)
Rainer Wehner, Head of WIBF Organisation Committee & University of Applied Sciences
Würzburg-Schweinfurt, Germany
Ali Murat Ferman, Rector of Beykent University, Istanbul, Turkey
Robert Grebner, President of University of Applied Sciences Würzburg-Schweinfurt, Germany
Markus Besenbeck, Deputy Dean of Faculty of Economics and Business Administration, University
of Applied Sciences Würzburg-Schweinfurt, Germany
Erdoğan Taşkın, Head of Department of International Trade and Finance, Beykent University,
Istanbul, Turkey
Emin Akçaoğlu, WIBF Organisation Committee & Beykent University, Istanbul, Turkey
Schweinfurt (FHWS). Thank you Robert. Professor Robert
Grebner, thank you that you made it happen. Because Robert
has soon another appointment in Nürnberg and has not a lot
of time to be with us. Then, the Vice Dean of the Faculty of
Economics and Business Administration of FHWS,
Professor Markus Besenbeck. Marcus, welcome. And then
the Head of the Department of Trade and International
Finance of Beykent University, Professor Erdoğan Taşkın.
Welcome, Professor Taşkın. And now, let me say welcome
to our fellow keynoters. Welcome Dr. Alfredo Jimenez from
Kedge Business School in France. And welcome Dr. Kim
Warren, a strategy professional and teacher.
So then let me welcome my dear colleague Emin, who
is one of the main organizers of this conference. And there
are two other colleagues that I have to mention: Marcus
Engert and Dominique Winkler. They have helped us a lot to
manage all the technical and organizational tasks. I also
welcome my students who showed up early because I made
a mistake. Thank you very much for showing up and being
patient. So then I want to hand over the word to Professor Ali
Murat Ferman, the Rector of Beykent University, for some
welcome words. Thank you very much.
Rainer Wehner:
Good morning everyone. We have currently forty-one
participants. In fact, I never expected so many people here
for the opening session. But it's nine o'clock and we can start
functionally.
Good morning everybody. And Dear Guests, I'm proud
and glad to open the 3rd International Business Conference
together with you, my dear friends in Istanbul. As you know,
most of you might know that the conference was planned in
Istanbul in May this year. But unfortunately, a virus called
Covid-19 crossed our plans and we had to think about
something new.
If we talk about who ‘we’ are, I'm talking about my
dearest colleague Emin Akçaoğlu from Beykent University.
Without him, this conference would never take place. So
thank you Emin for everything you did. So and at the end of
the day, we decided to have a hybrid conference. But as you
know, even that was not easy as we are not able to travel or
to face 14 days in quarantine in Turkey or when we return
back to Germany. We did not want to cancel it, and therefore
decided to do an online conference. This is our first online
conference. So special thanks to all those who joined,
especially to those who joined the Wurzburg International
Business Conferences for the second and even the third time,
like Olga Saginova. Welcome Olga. And Jérôme Dumetz.
Jérôme? You will show up anyway.
So now let me welcome our honored guests and
Professor Ali Murat Ferman, the Rector of Beykent
University. Thank you for hosting this conference.
Unfortunately, we miss the Turkish delight beside the
conference. And also another big welcome to the President
of the University of Applied Sciences Würzburg-
Ali Murat Ferman:
Thank you Dear Sir. Greetings from Istanbul. As you
have mentioned, it was our original intention to welcome you
and to present you with the Turkish hospitality right here in
Istanbul. Regarding the Turkish delights: I will arrange that
you will be receiving some boxes of them. But, of course,
we count this as a missed chance to welcome you once again
in Istanbul. And we hope to honor our words in the coming
days when and once this Covid-19 syndrom will be perished
5
positive side. But of course, cautious optimism, I think must
be the key word during those hard times. Cautious optimism.
We have to be optimistic because economics at the end of the
day is based on expectations management. We cannot do
anything positive by being negative all the way around. So
cautious optimism should be the motto.
Regarding the future, I suggest that there will be a key
word which will be much more pronounced by us. Of course,
we will not dump so-called our ever popular team of
sustainability. Sustainability becomes much more important,
critical in those hard times. But what we need to do is we
need to go back to the term of being reasonable. Much more
humble if you may. In our personal lives, in our personal
consumption models, in our companies or regarding our
companies’ growth plans, in our countries’ great attempts of
economic growth and prosperity, this and that. So I think we
should be going back. I'm not suggesting that we should go
back to small is beautiful era, but I think we have to go back
to think more and discuss more the terms of reasonable,
optimum size, being optimum.
You know, this does not just correspond to getting away
from some of our luxuries or compromising on our quality of
life, rather than that we have to redefine many things under
the guidance of this new term, reasonable. Time points to
that conditions and force that and now it is up to us to do
whatever is needed.
Now, before I am lost in the philosophical mindstorm
once again, I wish successful and productive meetings to be
held today and tomorrow. As always, we are here and ready
and eager to extend our capacity, capabilities and all our
resources to help in this and for the coming international
organizations.
I hope you best of luck and success, especially with the
infrastructure. A couple of days ago we have managed to
consume the Eurasian Economics Conference which was the
13th one. We didn't have except or experience a lot of
technical problems. I hope that this time there will be zero
technical problems and 100 percent digital availability.
Thanks again and I salute everyone. I was trying to say
something in German, but because of my respect to this
glorified language, I think I will stick up to English, which is
the most practical and international communication tool.
Once again, thank you and I hope the best of success.
away from lives and minds. So you have your reservations
already kept and ready for the near future. Please be sure of
that and maybe we will make it accordingly so that we will
have some academic activities and then some rest time later
on. As you know, that is one of the perks of academic life.
Once again, I welcome everybody on board, and I would like
to also extend my sincere regards to my dear colleague,
Professor Grebner, who was a very kind host during our visit
to Würzburg. So once again, thanks for coming and joining
us in this Wurzburg International Business Forum.
This year's theme is quite popular, critical and
strategical. Small to medium-sized companies or
organizations, as we know, are the backbone of the German
industry. They constitute also an important role from the
viewpoint of employment, from the GNP, from services,
from industrial sectors in each and every part. This is also
true for the Turkish economy similar to the German case.
And of course, under the stress of this Covid-19’s
extraordinary so-called economic struggle, we are all to find
out more merits and strategical importance of small to
medium-sized enterprises. In these hard times, we also find
some opportunities. And if you made ample time, if you may
to investigate the critical positioning of corporations, scale,
size or scale related matters, distribution of scarce sources,
so on and so forth. Therefore, with the participation and
contribution of academics from 10 different countries, I trust
that we will contribute to some delicate and strategic matters
and topics in this manner.
Of course, although this is done or conducted in the new
digital fashion or digi-fashion, therefore lacking the human
interaction and human warmth, if you may, we will try to
create so-called scientific synergy through the digital lines
and through the delicate infrastructure of so-called the
Internet. I might say that now we are also talking to a lot of
about infrastructure issues. A couple of words and then, of
course, I would like to relate the work to my dear colleague,
Professor Grebner.
We are facing a crisis. That's for sure. But this is not one
of the so-called ordinary or well studied crises that we had
experienced before. This is a very peculiar crisis, if you may,
is different than the so-called 1929 Great Depression. It has
some resemblance to the 2008’s, a more recent financial
crisis. You might find some similarities even if you go back
to the Holland's so-called crisis stemming from tulips, so on
and so forth. But I believe that this is a one peculiar and quite
significant one.
We are still in the midst of the storm. So we do not know
what kind of future is there waiting for us. It is unfortunate
that in times for a dire need for much more certainty and
planning, we seem to have lost some of the basic parameters
and criteria that will help us in economic planning, business
strategy, formation, so on and so forth.
So therefore, what are we going to do? Of course we
pray. Of course we hope for the best and we never lose our,
as they say, good will. And always we tend to be on the
Robert Grebner:
Yeah, thank you Rector and good friend Ali Murat
Ferman. It is an honor for me to be a member of your
conference and this conference is very important for all of us
even and especially in these times. What a good luck that we
can share experience and knowledge in these times where we
are not able to travel and it's a bad luck for me not being able
to travel to Turkey.
So I'm very happy to see a lot of friends here. The first
time in the pandemic times I see Emin and Rainer. And there
6
it very soon when the crisis is over. So good day, good luck
and all the best. And stay healthy. Thank you.
are some pictures that I cannot see. And I am very happy also
to see you, Rector Ali Murat Ferman. I share and I like your
thoughts about reasonability that is very important for
everything we are doing. And reasonability is also a very
important topic regarding artificial intelligence. A little bit
on the subject where I am trying to do research. A little bit
beside my presidentship. But presidentship, you all know it
is not forever. So I have to prepare a little bit for the time
after my presidentship.
But thank you again for being part of your conference.
And let me only say a few words about the small firms or
small companies’ importance: All of you know that small
companies are very important for the German economy. And
all of you know that the internationalisation of companies is
also very important. Ofcourse even the internationalisation
of universities is one of the most important issues we have in
these times. So I am very happy to have a partner university
in Turkey, Beykent University and, to know the Rector of
that university.
And I promise, Rector, I will visit you as soon as
possible to talk about more cooperation and collaboration
between our two universities. And I also like the sweet food
of your country.
Rainer Wehner:
Thank you Robert and Rector Ferman and I want to hand
over the word to the Deputy Dean of the Faculty of
Economics and Business Administration at the University of
Applied
Sciences
Würzburg-Schweinfurt
Markus
Besenbeck.
Markus Besenbeck:
Thank you, Rainer. It's an honor to welcome you to the
3rd International Wurzburg Business Forum at Beykent
University, where scientists and students from many
different countries come together to share scientific research,
discuss international topics, and do this from the perspective
of small and medium sized enterprises.
We have heard that they are very important for both of
our economies. So it's a perfect approach to strengthen this
relationship coming from this perspective and dealing with
the challenges and the insights that SMEs are facing in this
current situation. The internationalisation has faced really
tough challenges in the last months, and establishing and
maintaining personal contacts are really the essence of
international and intercultural collaboration. So it remains to
be difficult traveling during this tough times. It is still a great
thing that we are having this conference together, even if it's
online, which is working quite well, I think.
And from the Faculty of Economics and Business
Administration, it's a pleasure to welcome you to this
conference because we really strongly believe that
internationalisation is a key driver. And also research, as well
as education for younger generations face the challenges of
global dynamics. So we have a very strong history in this part
and also a very strong vision for the future.
And as a quite unique USP we introduced our Bachelor
of International Management Programme a few years ago,
which is really a successful product and program that we are
offering. There are many many applicants from Germany as
well as other countries from all over the world. And we have
more and more integrated programs in the X model and twin
programs because we believe that this international content
and discussions are also a very strong part in education of
our German programs. Our International Business MBA is a
well-established program running for many years where
professionals come together to discuss the challenges of an
increasingly global environment. And all these are ensured
by a partner network. More than 100 universities worldwide
that we are collaborating. Our faculty and they are really the
main contributors to our internationalisation strategy because
they are bringing the international component to our
academic life, to our research life.
And so I really would like to thank also Beykent
Ali Murat Ferman:
Yes, thank you very much Sir. I must say that the cards
that you have kindly provided is very much appreciated by
our family members. My youngest son now thinks of
pursuing a degree in the coming years in that field. So, see,
internationalisation does work from our side. Regarding the
sweets or artificial intelligence, or other things like. Let us
keep up the good work together. You are more than welcome
any time in Turkey in different seasons. You know, winter
time or summer time. Because they are all different.
Robert Grebner:
Yes, we have to we have to get the experience of
different seasons in our two countries, I guess. OK! So thank
you. And also a very warm welcome to the members and to
the speakers and the keynote speakers of this conference. As
I said, it's important for our two economies to have a deeper
contact in collaboration and internationalisation.
And I also see the Deputy Dean of our Faculty of
Economics and Business Administration, Markus. Let me
say hello to you, even if we very seldom meet in Würzburg.
Now we say thanks to the digital era here in this video
conference. Yeah, I wish all the members and the speakers
here two good and fruitful days, good knowledge transfers,
good experience exchanges.
And as I mentioned, I have to drive now physically to
Nürnberg for a physical meeting. That is very seldom in these
days. But I really enjoy physical meetings and I will also
enjoy such meetings in Turkey of course. I hope we can make
7
employed at export and import departments of companies.
I would like to address the organization committee now.
Professor Emin Akcaoglu, thank you very much sir. Thank
you very much dear Rector and all of the professors and
faculty members from many countries.
University for their long, intensive and loyal collaboration
and also friendship. I think this was very clear from the
opening words that that is really intense friendship and
people are warmly inviting each other to visit. Unfortunately,
I have not been able to do so, and this might last for a certain
time until we overcome all the effects and restrictions from
our current crisis. But if the time is coming, I'm really happy
to do so and also to visit you in person. So this is only
possible with a very supportive and proactive team and
environment.
So also from my side, I would like to thank the
organizing committee that is officially named by Rainer and
Emin, as well as Dominic and Marcus for making this
possible to share our views and thoughts and research results
at this conference. So finally, I would like to wish everybody;
contributors as well as participants, a great day today with
interesting insights, fruitful discussions and have a great
time. Thank you.
Rainer Wehner:
Thank you very much Mr. Taşkın. And in fact I never
thought that we could make it in half an hour. But we did. So
we all seem to be old friends of a short introduction
ceremony now.
Emin, you got the last five minutes.
Emin Akçaoğlu:
Five minutes is too long for me. I don't have that much
to say. But I would like to thank you first of all, to collaborate
on his initiation at the beginning of 2017. And, since then,
we have been organizing these conferences. This is the third
one. I also would like to thank Robert very much, because he
supported us a lot at the initial stage. I want to name all
colleagues in Wurzburg for their support for the
establishment of the Wurzburg International Business
Forum. And I also would like to thank Professor Ferman at
Beykent University, Professor Selahattin Sarı, Erdogan
Taşkın and all the organization committee members and the
keynote speakers of today's conference, as well as all the
other members of the organization committee in Turkey, as
well as in Germany. I hope that we'll have a successful
conference and then we can carry on in the coming years in
Istanbul, in Wurzburg or elsewhere. Thank you.
Rainer Wehner:
Thank you very much Markus. Now I want to hand over
the word to the Head of the Department of Trade and
Finance, Prof. Dr. Erdoğan Taşkın. Thank you.
Erdoğan Taşkın:
Good morning Sir, dear Rector and the participants.
Small firm internationalisation conference at Beykent
University will be the third conference of the Würzburg
International Business Forum that regularly organized by the
University of Applied Sciences Würzburg-Schweinfurt. We
are happy to see you virtually today. But we would have been
happier if we could be together with you here in Istanbul on
this sunny day.
International trade creates such a relationship that more
imporant than military or political relationships between
Germany and Turkey. These two countries have had always
good connections historically. And international trade has
also played a role in this process. Having said that, this is
always very important.
In addition, I would like to remind you of the significant
contributions of some German professors to the Turkish
academia at the beginning of the establishments of Istanbul
University and Ankara University. Especially for the School
of Economics and the School of Business at Istanbul
University. This provided an understanding about the
German education, and we had also received a lot of books
from Germany at these universities.
So this conference is very important collaboration
between Beykent University and the University of Applied
Sciences Würzburg-Schweinfurt.
I will also present a paper at the conference and, my
paper will be related to international marketing. Especially
on different kinds of skills regarding human resources
Rainer Wehner:
Thank you very much, Emin for your kind words. Also
from my side, I would like to extend my thanks to the whole
organization committee who make this happen, and to the
colleagues in Turkey, to both of the Rectors who supported
us and to all the colleagues who are behind us. And it seems
that it has worked not so bad. I never expected that.
Emin Akçaoğlu:
By the way, right here, if you allow me to say just one
single sentence Rainer, I also would like to thank Dominik
Winkler particularly a lot for being so kind, so skillful, so
creative to design the website of the conference. The
conference website is something that attracts people. I think
that it has got a great portion in the success of the Wurzburg
International Business Forum’s International Business
Conferences. Thank you Dominik.
8
Government Relationship: Lessons and Research
Opportunities for SMEs’.
Welcome, Alfredo. And it's your turn now. Thank you.
After Alfredo’s speech, we will listen to Dr. Kim
Warren. He is a strategy writer, owner and director of
Strategy Dynamics Ltd. His speech’s title is ‘A Living
Business Model: Your Digital Twin’.
So thank you both for joining us and good luck for your
presentations.
Rainer Wehner:
I cannot say more and want to carry on in the agenda, so
we are nearly punctual at half past ten in Germany and half
past eleven in Turkey.
So now I want to hand over the word to our first keynote
speaker, Alfredo Jimenez. Alfredo is an associate professor
at Kedge Business School in Bordeaux, France.
His speech’s title is ‘Bargaining Power, Political
Institutions and Legitimacy Perspective in the Multinational
9
10
Keynote
Speeches
11
12
Keynote Speech – I:
Bargaining Power, Political Institutions, and Legitimacy
Perspectives in the Multinational-Government Relationship:
Lessons and Research Opportunities for SMEs
Alfredo Jimenez, Kedge Business School, Bordeaux, France
presentation just to say that really congratulations to the
institutions because it would have been easy to just cancel
the event, postponed. And instead you decided to move
forward and to organize it online, which is not easy and
requires effort. So I think this is something that all the
participants we should appreciate. I will start my
presentation. I'll try to share my screen so you can see the
short slide. Well I prepare the presentation which reveals
about the around the topic of political risk and the
applications to internationalisation because, well, on the one
hand, political risk is my area of specialization. And since
the topic of the conference is internationalisation of small
and medium enterprises, I try to integrate the literature on
political risk and some lessons on potential research
opportunities for those scholars. Some of you probably who
are interested on the internationalisation of SMEs. But the
title one was mentioned before, bargaining power of political
institutions and legitimacy perspective in the multinational
government, relationship lessons and research opportunities
for. Very briefly, why do I talk about this? Well, I have a
personal interest on the topic of political risk, academic
interest. I was doing my PhD and of course, as every young,
fresh PhD student knows, the beginnings are not easy. What
to do? Which topic to take? Is this going to be interesting?
Will I be able to publish and get tenure somewhere if I pursue
this path? Well, when I was on that stage, it happened that
there were a few harmful events for some Spanish
multinationals at the time. I'm originally Spanish. I did my
PhD in Spain and more or less around the time, there were a
few important events in which the Spanish multinationals
were expropriated by governments in Latin America and in
particular, the government of Argentina then expropriated
the YPF from Brazil, the president of Argentina at the time,
Cristina Fernandez de Kirchner. And something similar
happened regard Spain with their local subsidiary in Bolivia,
which was also expropriated by the president, Evo Morales.
And while these events kind of increased my interest on
them, why political risk happens, how multinationals can
Political risk can be defined as the probability of a
government using its monopoly over legal coercion to refrain
from fulfilling existing agreements with firms, in order to
affect the redistribution of rents between the public and
private sector. Either through direct measures such as
nationalizations or expropriations, or more indirect ones
such as forced renegotiations of previously agreed
conditions, political risk can have a tremendous impact on
foreign direct investments. Yet, some recent literature
suggests that political risk not only constitutes a threat for
Multinational Enterprises but can also be a source of
opportunities. Over time, scholars have employed different
frameworks to study this concept. In this presentation we will
review the three main perspectives, namely the bargaining
power approach, the political institutions approach, and the
legitimacy approach. After reviewing their main postulates
and criticisms, potential areas for complementarities and
research opportunities will be discussed, with particular
emphasis on the implications for SMEs.
Can you hear me? Well, yeah, yes, OK, well, first of all,
it's my pleasure to be part of this conference and of course,
following the trend of the speakers before me, I would like
to start by saying thank you very much to both institutions
who are organizing and hosting this event, especially Prof.
Dr. Ferman and Prof. Dr. Robert Grebner. I can tell you, I
hope I pronounced the well, sorry, but if I didn't especially
thank you, too Emin, because we are quite close. We have
been working together on several projects lately. And he was
so kind to invite me to participate in this speech. It's
unfortunate that we cannot meet face to face, of course, this
Turkish delights would have been a great addition. I'm glad
to say that I know well Turkish cuisine because I'm actually
in Turkey now because of my personal connections to
Turkey. And, I come here every year. But I highly encourage
all of you to visit this wonderful country and definitely try
the cuisine. I want to extend to much more this introduction,
because I only have 20 minutes and I have prepared a
13
innovation, there may be a point in which the government
might intervene unilaterally to try to prohibit. What were the
criticisms of this approach and why the other approach came
after? Well, the first criticism is in this approach, the
multinational government relationship is considered a zero
sum game. There is no room for mutual gain. It was useful,
as I said, to explain the expropriations in sectors with very
high sunk cost, such as the oil and the mining. But what about
all the sectors that after some decades afterwards, they were
also expropriated? Over all the power to intervene is not a
sufficient condition. It's just a necessary one. Governments
don't always intervene, even if they can. And even when they
can, there is a huge discussion about which companies are
private. Some cases, as we will explain later, such as Google
in China, suggest that this approach, building on bargaining
power has maybe lost a bit of explanatory power and needs
a bit of complementary views. The second approach is the
political institutions approach. Here, many studies, many
scholars, and you will see some of my studies here as well.
This approach builds on the analysis of institutions and
constraints that the political system imposes on the
government to limit that discretion. And most of the studies
have tried to predict which countries or which profile of the
countries show higher level of risk and which one therefore
would be better for the multinationals to invest. In general,
the majority of the studies show that the safer the
environment. This is very logical, very intuitive. The safer
the environment, the higher probability of investment is there
because the government has lower discretion over
corruption, more economic freedom, higher protection of
property rights. There are many indicators, many industries
that have been used to measure the level of safeness of the
country. However, there is also another stream building on a
more proactive strategy in which companies build on their
political capabilities to obtain advantages, and this
perspective sometimes companies go where there is more
risk rather than less risk. And this is because sometimes
companies normally at home or in other investments, they
have learned and they have developed how to deal with
governments that accumulate a lot of power. They have
learned how to use political contributions, how to
disseminate information on the media, how to negotiate, how
to lobby, and sometimes even how to corrupt, which of
course, is not ethical. But what happens? This approach,
although useful to analyze the profile of the countries that are
the destination of the investments also has some criticism.
And again, it's similar one to the previous approach. Once
again, the possibility of intervention does not imply that the
government will necessarily intervene. Its approach is useful
in which patients have higher levels of risk, lower level of
risk, but not why some action taken against one particular
company and not others with similar characteristics. So these
two approaches have been useful and they are still useful.
But there is a missing piece which can be summarized and
governments can intervene. But why do they want to
protect themselves or what's going on in this relationship
between governments and multinationals. It's, I think, almost
evident that the relationship between the government and
multinational, this is critical for companies doing foreign
direct investment and this political risk is very important
because it can materialize in some serious and harmful
incidents, both direct or indirect. Direct, for example,
expectations are nationalisations, but also more subtly,
indirectly, when governments for some renegotiations of
agreed conditions because they want different terms made.
They want to increase the taxes. They want to impose new
rules trying to appropriate some of the economic rents that
the companies produce. So I will present a little bit the
evolution, how the international business literature has
analyzed the relationship of governments and multinationals
from the political perspective to how these approaches
complement each other, open up new research possibilities,
and we will eventually land on how Assamese can also be
integrated in this stuff. But the three theoretical approaches
that the I.B. literature has relied upon are the bargaining
power approach, the political institutions approach and the
legitimacy approach. The first one is the bargaining power
approach, the bargaining power approach was the first of the
theoretical lenses that was used to study political risk, and it
was used in the studies in the 70s and 80s, most of the time,
to analyze how big companies, many times in the oil industry
were expropriated by some governments. And this approach
relies on the concept of bargaining power, this constant and
dynamic relationship between the multinational and the
government. In the beginning, the company has very high
bargaining power when negotiating, then two conditions
with the company can decide to enter or not to enter, to go to
a different country, to negotiate with multiple governments
to see which one provides better conditions. And this is
because the company is very mobile, it doesn't have sunk
costs, the company can decide to enter or not to enter into
more and less, bring this technology and bring the
technology. However, once the company has made an
investment, the bargaining power is transferred
progressively worse by the government. Now, the company
has made some deals, has recruited some people, has
transferred some technology, has some contracts already
signed. Leaving the country is not free. There will be costs
and therefore the government knows this and the government
starts having more bargaining power to alter the rules of the
game. But this happens, of course, only once the investment
has taken place. This bargaining power goes more and more
towards the government. The more the advantages of the
company are obsolete, the more the local companies learn
and imitate, the less the company has an edge and advantage
or is perceived to provide fewer advantages to the
government. The more the government has some incentive
to try to appropriate some of the rents that the company.
Unless the conclusion is, unless the company regains some
bargaining power, maybe through investments, through
14
shareholders, workers, suppliers, clients, society is very
important to communicate how the company is contributing
to the society. Not only is not only important to contribute,
it's important to communicate that you are. This happens
even with the stakeholders in other countries and here I
simply mentioned the case of IKEA. IKEA, as we all know,
is a company in the furniture sector and IKEA tends to
standardize the catalogue of IKEA is more or less the same
in all the countries. Small changes, I think in Japan, the
furniture there is smaller, but basically they standardize the
catalog. And when they entered Saudi Arabia, they
standardize the catalog, but they removed with Photoshop
women from some pictures. And because, of course, they
thought, OK, we are entering Saudi Arabia, we should adopt
adaptation to the country's importance and this is an
acceptable practice in the country. It was maybe
unacceptable practice in the country, but this was very much
against what their home country or their home society aims
for, and they face huge pressures from clients, media and
even city politicians until the company apologized. I will
show you in the next slide that the two folks nowadays, we
live in a world in which the typical excuses that we don't do,
but it's because of our suppliers is often not enough, not
legitimize. Companies definitely face risk. Of course, some
of them will continue their operations if they see no negative
repercussions from they hold. And this is the two photos of
the catalog of IKEA, the left one is the one that was released
in Saudi Arabia and the right one is the one that was released
in Europe, I guess, because it was the currency in euros, as
you can see, the same photo, just that they removed the
moment, not because she's naked or anything, but they
considered that in Saudi Arabia that was the way to go. But
at heart, their legitimacy in their home country, because we
know IKEA, this company logo of IKEA even has the colors
of Sweden. The importance of Sweden as a stakeholder for
IKEA is very large and they overlooked. So finally, how do
we land on small and medium enterprises, which is the topic
of interest? Well, political risk literature has mainly focused
on large multinationals, largely ignoring small and medium
enterprises, which, of course, can be multinationals as well,
and also family owned firms that I think there is a huge gap
in the literature. If you read most of the references that I put
in the slides and in general in the Irish literature, you will see
that the huge majority have focused on on large
multinationals. Of course, large multinationals appear on
media. We all know about IKEA, we all know about Google,
but there are many small and medium enterprises. They
represent a huge percentage of economies and they have
been mostly overlooked in the political literature. I think
there are huge possibilities for collaboration, especially if we
can get collaboration with managers. I suspect the majority
of studies we and I'm guilty here as well, we focus on large
multinationals because it's easier to collect data. There are all
these huge databases where we can draw to collect data for
our quantitative studies and maybe it's harder to get data from
intervene? And here is where the latest of the approaches
basically developed in the last 10 years has came recently is
the legitimacy approach, and here the emphasis is placed on
the congruence between the multinationals activities and the
goals of the government goals in a broad sense of economic,
political, social, etc.. If the government proceeds from
grants, then the multinational will be legitimized. It will be
perceived as an agent that creates value for the society and
therefore there will be no motivations to intervene even if the
government can intervene. Intervention will be detrimental.
The company will leave, will not bring any more knowledge
transfer and will not create the jobs. It will not pay taxes at
all, for that matter, for the government, because the
government will be perceived as the country. It will be harder
to get more investments in the future. But if the government
does not receive anything, there will be a high motivation to
intervene and modify this, even if that's contrary in the short
term but the interests of the country. As we will see in the
case that comes in the next slide, the intervention is
motivated by the lack of legitimacy, although, of course, how
much bargaining power the company has and what level of
political, institutional, discretional, etc.. There are still
important the moderate options available to the government,
but the final trigger will be the lack of legitimacy. The case
study is the case of Google in China, which is very well
developed in the article of Stevens and colleagues in 2015,
Google, as we all know, it's a technological company and
therefore has very low sunk costs that they don't have huge
machinery like oil or mining company. It has a higher
bargaining power. It had an increase in market share since
the beginning. And it's a valuable source of innovation and
technology for the country. A very bad reputation for a
country, Google believes. It's true that China is a country
where there are little restrictions to the government
discretionality. But similar to other non intervene firms,
invest in there. So why was Google intervened, expropriated
and forced to leave China? It was basically due to the lack of
legitimacy that the Chinese government received due to
some disagreements about censorship. China tried to prevent
the access of information about certain events of the Chinese
population, and Google didn't want to concede. It's, of
course, a very sensitive sector of this information sector in
China, as we know, is very much politicised. Perhaps also
the American origin of the company also played the role.
And basically, that was the source of the problem, and it's a
very interesting case, I encourage all of you to read the article
if you want a more detailed explanation. Sometimes the
legitimacy might decrease also for the response. This is the
case when the companies associated for within, but then
there is a new regime after some political changes. There are
some others, for example, showing this in Chile after the
Pinochet dictatorship ended or more recently, this study by
Daniel Hill showing the same for the Arab Spring.
Legitimacy, therefore, is critical for multinationals, but not
only with the government, but with all the stakeholders,
15
it interesting if anybody is all interested and wants to dig
deeper and you can, of course, contact me if for any reason
you have something on this topic, I would definitely invite
you to consider a special issue that we are running out of the
European Journal of International Management. We are four
special issue editors and I think we are not all here or at least
three of us here. Dr. Rainer and myself, the deadline is very
soon. It is the end of the month. But maybe we could provide
a few extra days if somebody needs. It is a special issue of
the European Journal of International Management. Its focus
will be on political risk. And we would definitely love having
something about how political risk affects small and medium
enterprises. If anybody has any comment, any question now
or even later, you have there my email, I would be very glad
to talk about.
small and medium enterprises. Here may be more
collaborations with managers, interview servers. Could
provide data-collection opportunities very, very useful to
gain insights and applicable. And I think the three
perspectives apply, on the one hand, small and medium
enterprises might have lower bargaining power, lower
possibilities to develop political capabilities, to contribute to
political campaigns, to recruit former politicians to use
ground corruption. Probably they have fewer opportunities
to do this, and therefore, they need to get protection from
political risk in other ways, perhaps through collective
actions. And therefore, the relevance of connections with
local authorities. Gaining legitimacy, I suspect, will be
particularly important how small and medium enterprises
different from large multinationals in their relationship with
governments, I think is a great research opportunity that I
encourage all of you to pursue. If you are interested in this
topic, one particular example would be interesting. Sorry to
cite myself, but it's a paper that I wrote with two Italian
colleagues who are specialized on family firms. We didn't
focus on SMEs in particular. It was more on family owned
firms. But there is a huge correlation between the family
owned firms and small enterprises, we highlighted the
importance of social capital as a way in which firms can
establish long lasting connections with politicians for long
term goals. In general, some of the firms have longer
management tenure than the managers tend to stay for many
years. And even after they are there many times, their sons
or daughters come after. So local authorities tend to rely on
them longer because they know they are going to be here for
long. They tend to develop what is called a responsible
corporate citizen. Many times these companies don't have the
name of the family as the name of the company, and
therefore they care very much about the reputation. I may be
easier for them to share knowledge and contacts with other
monitors because it's basically the family, everything stays
in the family, whereas professional managers sometimes are
more reluctant to have the connections to introduce to the
politicians that I know introduce the next manager because
who knows that he wants my position or something. So in
general, social capital we found is a huge tool for family
firms to develop these connections with politicians. And
these connections with politicians, of course, provide
opportunities and advantages when we invest in abroad. So,
well, thank you very much for your attention. I hope you find
Speaker’s Biography:
Dr. Alfredo Jiménez has a Master’s degree in Business
Economics Research and a PhD in Business Management.
He is currently Associate Professor at Kedge Business
School in Bordeaux. Previously he was Associate Professor
at the University of Burgos in Spain. His research interests
are focused on the process and determinants of success in the
internationalization strategy of firms. His current lines of
research include the impact of institutional variables,
political risk, cultural and psychic distance and corruption on
foreign direct investments and entrepreneurship. He is also
working on a research line devoted to virtual team and multicultural team management and dynamics. He has published
several papers in international journals including the Journal
of International Business Studies, Journal of World
Business, Business and Society, International Business
Review, Journal of Business Research Technological
Forecasting and Social Change, Journal of International
Management, Management International Review, and
European Journal of International Management. He has also
been a visiting scholar in different institutions in Norway,
Germany, Australia, Singapore, Italy, Ecuador and Mexico,
as well as participating in the X-Culture Project as a member
of its Advisory Board and instructor. He is project reviewer
for the Spanish Ministry of Economy and Competitiveness
and for the Government of Ecuador and Poland.
16
Keynote Speech – II:
A Living Business Model – Your Digital Twin
Kim Warren, Strategy Writer, Owner/Director, Strategy Dynamics Ltd., United Kingdom
They attract homeowners’ enquiries, mostly through
web marketing and word of mouth, and they recruit and
validate contractors - kitchen development people or garagebuilders or whatever it is. OPUN employs skilled staff to
help with the design, the drawings, the planning, the fitting,
and then those skilled staff actually monitor and supervise
the building work and check on the warranty that follows up
after that.
Now, this is a business that started in 2015. It is now part
of a major retail group in the UK called the John Lewis
Partnership and they've been using living business model
from before they actually started. They built this living
business model before the business even tried to start.
This is the control panel that they, the management team
at the company actually looks at on a weekly basis. You're
looking at one hundred and four weeks here. This is a
snapshot at an early point in time and the business is
somewhere around here around week thirty-five to forty at
the time that we're looking at this.
So what this control panel is showing up at the top there
is the project pipeline. This is projects going through their
process, enquiries coming in, then projects in planning and
projects that are being completed each week at the end.
Strategy-making and management has long been
limited by a limited understanding of how an enterprise
actually functions as a working system. Improved method
and tools have now solved this problem, so it is now quite
practical to build a working, quantified model of any
enterprise or any important function or issue. Such a Living
Business Model can be used as a "digital twin" to bench-test
any new plan or initiative, and continually manage the
enterprise.
Thank you, Rainer, and thank you everybody for
introducing me to this community and this opportunity to
talk to you.
I should say that the slides for this presentation are
available
at
the
link
on the
screen here
http://sdl.re/WurzburgLivingBusinessModels. If you watch
the video afterwards, you should be able to these slides or
perhaps the slides will be posted on the conference site as
well. I should also add that there are many, many more slides
in that deck than I will get through this morning, because
there's quite a lot of background explanation behind what I'm
going to talk to you about.
And so in very fundamental terms - if you put yourself
in the position of any strategic leader, the important
questions that we need to answer, first of all, for any
organization, whatever performance measure we're looking
at, we want to know why did we come to the situation that
we've got to today? And answering that question is important
because it tells us how the enterprise system actually works
and there are things in our history that will be determining
what will happen going out into the future.
The second question is, where will we go if we go on as
we currently are?
And of course, the fundamental question we want to
answer is how to make performance improvements into the
future on whatever measure it is you're focused on.
And the way to get into this is to talk to you about a case
study of a real SME company called OPUN:
https://opun.co.uk/. What they do is they support households
who are having big improvements made to their homes. So
having a roof extension or a kitchen improvement or
anything, that's a substantial cost and investment for
improving the home.
Very importantly, they're tracking quality and
conversion rates. So what is the quality of service that they're
offering? That's the middle one of those green charts. What's
the project quality? How well are the projects being done by
the contractors? And the first of those charts is about the
conversion rates.
To the left, you've got the decisions that are the key ones,
but they're making their more decisions than this. But these
are some key ones. How much should we spend on marketing
17
inquiries in the middle of that period. And that's because in a
previous week, the management team decided to increase the
marketing spend and effort. And this is based on previous
experience of their marketing efforts. This is what they
expect to happen.
each week? How many staff should we be hiring? How many
contractors should we be recruiting to get this business
going?
And over on the right, they're looking at the summary
financials, what's happening to revenue, operating costs and
operating profit.
Now, as I say, that's just the control panel the management's
looking at. But I need to show you what the underlying
model is actually doing and this is a set of icons that you
would see in one of these models. And there's nothing
technically difficult about this.
So the number of inquiries coming in each week - those
inquiries join the inquiries in progress and they move on to
being projects that are in the planning phase. Then they move
on to projects that are managed.
And you'll notice down at the bottom that inquiries can
be lost. Not every inquiry turns into a project. Not every
project proposal is accepted. So projects are lost out of here
so that the projects that go on to be actually activated have a
period where they're being managed by the staff.
And all of that workload needs staff so we can add up
all of the staff we need to do this. And that says how many
staff do we need? That triggers our management team to look
at our hiring requirements. Out of the end here, completed
projects drive the revenue. So we get paid when the projects
are completed. We actually get paid a little bit when they
when the project started, but most of the revenue comes on
completion.
Down to the bottom, the support quality ensures that
people are getting good service and that converts inquiries
into projects. So again, you're looking at one hundred and
four weeks, 40 weeks of history and the other sixty-four
weeks looking out into the future for this business.
This isn't as scary as it looks. It's simply a wider view of
the whole model. That's the project pipeline I just showed
you up at the top. We're looking at the staff workload as the
number of staff we actually need to run the business over
time. So it's the ratio between how many staff we've got here,
how many staff we need that determines that service quality
variable over time.
Down at the bottom is something showing how we are
increasing the population of contractors to be able to handle
more projects as time goes by. And those are the two key
quality measures, what's our customer support quality and
what's the quality of the work that our contractors are
actually doing? And at the right are the financials.
Now, this model is obviously simplified and disguised
for confidentiality reasons. But it is a working model of this
business and you can see the model yourself at that link there,
That item in the middle of the top is the number of
customers for a company. This is just any company we might
be talking about, not the OPUN example. So the way to read
this is you look at this and that chart there is showing what
would be - in a spreadsheet - a column and at the top of the
column, you've got the name of this item; Customers in
thousands and the numbers of customers each quarter going
down the cells of that column. Then you have the sales
figures at lower right - in this case, twenty-four quarters of
the company's actual information.
The link arrows are equivalent to cell references. So if
total sales is column C, customers is column A and sales per
customer in column B, then that link simply says column C
is column A multiplied by column B.
There is nothing technically difficult about this. And
each item holds a simple formula. So the formula says total
sales equals Customers multiplied by sales per customer. It's
not A24 multiplied by $B$3 or any of these other kind of
weird Excel expressions.
The green arrows are only different from the black ones
in the sense that they're showing how factors accumulate
over time, so it's just a different kind of formula. It says that
Customers [this quarter] is Customers [last quarter], plus any
customers that are new and minus any customers that are lost.
An important point about this is that any competent analyst
can do this. You do not need to be some wizzy PhD data
analyst or statistical genius to do this.
So this is the core pipeline, the project pipeline for the
OPUN business …
Coming in on the left is the number of inquiries per week
over that two-year period. And you can see a jump in
18
here, because we're certainly not at that level of detail. We're
not tracking every single transaction in these models. We're
not tracking every single phone call. We're not tracking every
single thing that our contractors do. We could go down to
daily. We could even go down to hourly. We have examples
of this work with hourly models.
This example is weekly, but everything in the model
matches something that's observable in the real world. We're
not coming up with proxies. We're not coming up with
abstract indicators. Everything in this model is something
you could go out and see and measure in the real world and
every value at every time in the model is close to the real
world values for those things. The model behaves the same
for any decision or external impact that the real world does.
So if you spend another thousand euros on marketing in this
model, you get a number of inquiries, which is the same as if
you spent a thousand euros out in the real world.
Now, that's where a little bit of uncertainty comes in.
OK, there are a few relationships in these models, that we
aren't precisely certain about, unlike the physical digital
twins.
Most of these models are actually simple arithmetic, but
there are just a few key places where that's not true, like the
non-linear relationship between marketing and enquiries.
How do you use the living business model? You updated
every piece of actual data. You adapt the model to new
evidence, and the same model provides short term
management and strategic projections. We can zoom-in on
the last four weeks and the next eight weeks, or we can zoom
out to the next five years. That's what the management team
did here.
So this is the history of this case, they use the model to
figure out how the business could work.
http://sdl.re/OpunDemo. There's nothing to install. It just
opens in your browser and you can run it.
Now, how does a living business model help? Well, - an
enterprise is a designed system. The founders got together
and they had a vision for how the enterprise should work.
They designed how the system should work. Sometimes we
are less explicit about that than we might be, and we're a bit
kind of accidental about how the system is designed and how
it actually works. We can make things up as we go along a
little bit. But if we have a model, what that allows us to do
and what was done in this case is that we can test the system
before risking cash or effort.
So the CEO here, built this model in his in his office
before he went and recruited anybody and before he raised
any money. But he used the model to go to finance providers
and say, look, here's a business opportunity. Here's a new
venture. Here's how it should play out. Given all of the
assumptions and relationships that I've put into the model
based on my previous managerial experience in similar kinds
of businesses, please give me the money.
Once the business is going and he's hired his top team
and his team hired service people and they built the website
and they started to hire the contractors and they started doing
the marketing. What this allows the management team to do
is to manage the system continually. Every week they update
what the data tells them and then the business model helps
make the next series of decisions for the coming weeks and
months.
Now, the same steps work for any new challenge or any
opportunity - if we were faced by a new competitive threat
or we wanted to launch a new product or we wanted to enter
a new market or we wanted to acquire another business - then
building a model allows us to bench test the initiative or the
plan or the challenge before we risk anybody's effort, before
we risk serious money.
And you don't need anything else. You don't need any
other KPI systems. You don't need any of the balance
scorecards. You don't need business model canvas diagrams
or management reports. Everything that you want is actually
in this living business model, and any performance data can
be read off for any period at any time. We can get away from
this idea that the world actually operates on kind of twelve
monthly cycle and we produce information on a kind of
birthday basis. You can you can read off performance any
time and update it at any time as well.
So, I've been a bit careful about using this phrase “digital
twin”. Strictly, a digital twin is an engineering concept.
When you buy a piece of heavy equipment from General
Electric, they will provide you with a digital twin, which is a
very accurate piece of software that mimics precisely how
that equipment is working on a second to second basis. It's a
highly sophisticated technical feature of modern industrial
equipment, and it allows you to monitor exactly how
equipment is performing and what could go wrong.
So I've been a little cautious about using the same phrase
This is the CEO, Rod Brown, and if you want to hear
him talk about his use of this model, that's a recording of a
talk with him http://sdl.re/OpunTalk. And as I say, the
company was acquired by John Lewis in June 2018.
Why do these models work? Well, they captured critical
factors that accumulate over long periods. There is a seminal
article in the strategy field by Dierickx and Cool called
Assets Stock Accumulation that lies at the heart of these
models. Critical factors accumulate over time. The model
19
… both are available for teachers. If you are interested
in please write to contact@strategydynamics.com
captures all the interdependencies. It captures the feedback
between those factors in the business - feedback between the
projects and the customers and the contractors and the staff
and the workload. It also captures thresholds - service quality
is fine up to the point where the staff start to get overworked,
and then service quality is not fine. That's a threshold that
causes tipping points. We handle intangible factors, too.
Just a note here, this applies equally to nonprofit and
public sector cases and equivalent models are equally useful
there too. So with a focus on smaller enterprises, these living
business models are actually easier because the real world
business model is typically focused and simple for smaller
businesses. This is quite a complicated thing to do for large
multinational corporations, but for smaller enterprises, it's
relatively easy.
If they are in the business of internationalising, then they
can explore new market entry before they risk money and
effort. If they need agents or the distributors in the new
market, they can go and share it with those partners and say,
here's how the business should work. Here's how you should
make that money out of partnering with us. And then they
can essentially photocopy the model for every country
business unit. They want to start up in Turkey? - well, here's
the model for Turkey. I'm going to start up in Italy, so modify
the model for Italy.
I hinted at this earlier. This is not difficult to do. This is
easier, faster and more reliable to do than trying to tackle the
same problem badly with spreadsheets, complicated ideas
like machine learning or econometric methods. The models
are easy to understand, so the management team gets this
thing very easily. They understand it every week. Indeed, the
staff below that management team also understand it. So this
slide just lists some further resources here.
Free mini-course on how to model: sdl.re/modelinggetting-started/
… full modelling courses : sdl.re/courses
Speaker’s Biography
Dr. Kim Warren is an experienced strategy
professional, teacher and publisher of online courses and
teaching resources on business modelling – fast becoming a
main-stream capability for executives, consultants and
business students. After senior strategy roles in the
petrochemicals, brewing, hotels and leisure industries, Kim
joined the faculty at London Business School, to teach on
MBA and Executive programs. Realising serious limitations
with the strategy methods available, he developed the
powerful strategy dynamics frameworks for designing and
managing enterprise strategy. He went on to develop a
practical and effective process for converting those
frameworks into working, quantified models of any
enterprise, function or challenge. Once a specialist skill,
building these simulations is now easier, faster and more
reliable than spreadsheet modelling. Kim’s work on
modelling business plans and issues over many years has
spanned cases in most industries and regions of the world.
The approach is now providing a reliable platform for
building confidence and raising finance for early-stage
ventures, as well as guiding week-to-week management of
these fast-changing businesses. Kim is author of the prizewinning Competitive Strategy Dynamics (Wiley, 2002), a
major strategy textbook Strategic Management Dynamics
(Wiley, 2008), and summary e-book now widely used in
MBA and executive teaching – Strategy Dynamics
Essentials (Kindle, 2011). He is also co-founder of Strategy
Dynamics Ltd, which publishes "serious games" and other
dynamics-related learning material for management, and the
user-friendly modelling application, Sysdea.
20
21
22
Proceedings of
Plenary Session I
23
24
Sharing economy: Users’ motivations from the sustainable
development perspective
Olga Saginova, Plekhanov Russian University of Economics, Moscow, Russia
Ekaterina Tsenina, Plekhanov Russian University of Economics, Moscow, Russia
Yuri Saginov, Plekhanov Russian University of Economics, Moscow, Russia
solutions, affect the motives of consumer behavior.
The discussion around terminology related to the
sharing economy is intense. In scientific publications
(Anglada and Hernández-Lara, 2019), attempts are made to
describe and define the new models of economic activity and
consumer interaction (Görög, 2018; Botsman and Rogers,
2010; Johansson, Kisch and Mirata, 2005). Numerous terms
are used to refer to the same or similar concepts of peer-topeer exchanges, transfer of access to assets, and joint
ownership and use of these assets. Terms are often used
interchangeably, without considering the specifics and
characteristics of these concepts. We rely on the typology
described by Petrini, Freitas and Silveira (2017), Saginov,
Zavyalov and Saginova (2020), and refer to the sharing
economy not only peer-to-peer exchanges of assets between
individuals, but also the opportunities provided by digital
platforms for businesses to share or transfer their assets and
resources for shared and distributed use, both for free and for
a financial remuneration, to provide both temporary access
to the asset and transfer of ownership. In this article, we
investigate the motivation of users only within the
framework of the sharing economy, which includes peer-topeer exchanges of assets between individuals, with the
possibility of both access to assets and their ownership, with
or without payment.
This limitation of the sharing typology is explained by
the purpose of the article-to consider the motivation of
individuals participating in peer-to-peer exchanges, to
identify both their internal motives and external factors that
affect their choice and behavior.
The sharing economy, which combines various
models of peer-to-peer exchanges of tangible and intangible
assets, is promoted as a solution to the triple bottom-line of
the sustainable development: measuring business success
with focus on environmental, economic and social issues.
The behavior of the sharing systems users is determined by
both internal motives for getting pleasure, enjoying new
technologies, and realizing their political views on
reasonable consumption; and external factors, including
strengthening their own reputation among members of their
community or obtaining economic benefits. The article
presents the results of a survey of sharing systems users on
the motives for using various sharing services and analyzes
them in terms of reflecting the triple values of sustainable
development: environmental, economic and social.
Introduction
The changes that have taken place in the global and
Russian economy over the past 20 years have transformed
the consumer markets and consumer behavior. The
development of information and communication
technologies and the spread of innovations in this area have
initiated the process of digital transformation of the economy
and society, turning information into an important resource.
New technologies have changed the way of life, providing a
greater choice of digital products, more complete
information, additional distribution channels, ease of
transactions for consumers (e-Commerce, online healthcare,
distance education, Internet banking, etc.). There are changes
in the structure of consumption, it is becoming more diverse,
individualized, situational. The attitude of consumers to the
goals and process of consumption is changing, and the
importance of social and environmental motives is growing.
Previously,
researchers
attributed
consumers'
indifference to consumer ethics to a certain extent to
economic and institutional constraints, which made it easier
to stick to the pragmatic approach of consumerism. The
emergence and development of the concept and models of
sharing economy, supported by modern technological
Sharing economy
The sharing economy is growing exponentially:
according to PricewaterhouseCoopers, revenue for
companies in the shared-use economy will reach $ 335
billion by 2025 (PricewaterhouseCoopers, 2015). Due to the
increasing importance of the sharing economy and its impact
on the economic development of individual countries and
entire regions, it is important to understand the motivations
of consumers using different sharing models.
25
more profitable than ownership, saving money and time, ease
of use. Social motivation includes user's reputation,
enjoyment, and a sense of novelty. Ecological motives mean
compliance with the principles of sustainable development,
support for reasonable consumption, saving world’s
resources.
While the success of sharing models depends largely on
the excellence of their technology platforms, the platforms
only provide consumers with opportunities, but do not
control the process of shared consumption itself (Botsman,
2015). The scientific literature presents the benefits of using
sharing services. since initially sharing was aimed at offering
unused or underutilized assets and resources (Belk, 2007;
Hamari, Sjöklint and Ukkonen, 2015), it is concluded that
the sharing economy motivates more responsible and
reasonable consumption. Digital platforms that provide peerto-peer asset exchanges provide consumers not only with
access to assets that they cannot purchase, but also provide
an opportunity to earn additional income (Botsman and
Rogers, 2010). Another positive feature of sharing is the
expansion and activation of social contacts and interaction,
which not only meets the need for people to communicate,
but can also socially activate them, turning them into active
citizens (Benkler, 2006; Frenken, Meelen, Arets, and van de
Glind, 2015).
Methodology
Empirical data on the sharing economy users motivation
was collected by an online survey. The questionnaire
included 2 main sections: the first identifies the attitude of
respondents to the sharing economy and frequency of using
sharing services, as well as the desire and intention to use
them in the future. In the second section respondents were
asked to fill in their agreement or disagreement with the
statements about sharing. The level of agreement with each
statement had to be estimated using a 7-point Likert scale
from “completely agree” to “completely disagree”. The
integral assessment of each motivation was the sum of points
for all responses for each type of motivation. The more points
the respondent scored in the survey, the more pronounced the
motivation was.
Since later models describing the motivation for
participation in sharing consumption are based on integral
estimates, a group of questions on motivations was tested for
reliability by calculating the Cronbach alpha. This
coefficient shows the level of internal consistency of
responses to the questions. The coefficient was calculated
using the SPSS program. The calculation algorithm involves
calculating the correlation coefficients between the
questions, then finding the average and calculating the
Cronbach alpha directly. The interpretation result is shown
in table 1. The sufficient level of this coefficient should be at
least 0.7.
Table 1 - Kronbach alpha interpretation
Meaning
Interpretation
[0,9; 1]
Very good
[0,8; 0,9)
Good
[0,7; 0,8)
Sufficient
[0,6; 0,7]
Doubtful
[0,5; 0,6)
Poor
(0; 0,5)
Insufficient
Motivation to sharing
In the research literature, there is already empirical
evidence of the existence of certain drivers of shared
consumption in the models of car sharing (Bardhi and
Eckhardt, 2012) rental housing (Tussyadiah and Pesonen,
2015), and exchange of tangible assets (Möhlmann, 2015).
Many authors believe the key driver of sharing is
maximizing personal utility (Belk, 2007; Hamari, Sjöklint,
and Ukkonen, 2015). Personal utility includes such
indicators as cost, consumer value, and convenience. All of
them relate to economic benefits.
Among the studied motives for sharing, pleasure and a
sense of novelty have been identified. Innovators by nature
tend to experience pleasure from the use of new technologies
and distribution channels, especially with the mediation of
digital platforms. This motivation can be attributed to
internal motives, but it is associated with an external factor
such as maintaining your reputation as an innovator and
sophisticated user among members of your community. This
last motive can already be attributed to the social benefits of
sharing (Tussyadiah and Pesonen, 2015). Social benefits can
also include a sense of belonging to a community or network,
such as a toys library or children's clothing library. However,
when sharing tools, for example, according to some
researchers (Meelen and Frenken, 2015), economic motives
prevail.
Since we see that the drivers of sharing include access,
user's belonging to a particular community, it is advisable to
classify motives not as external – internal, but by the bottom
lines of sustainable development - into economic,
environmental and social. Basing on the data available in the
scientific literature, three groups of motives were identified:
economic, ecological, and social.
Economic motivation includes such factors as access is
The testing results for question groups are presented
in table 2.
Table 2 - Cronbach alpha meanings
Questions groups
Cronbach alpha
n=182
Economic motivation
0,839
Ecological motivation
0,903
Reputation motivation
0,937
Enjoyment motivation
0,891
26
We can conclude that the strongest motivation of
respondents is economic - the desire to save money or time
making the transaction easy and convenient. The second
most important motivation is ecological - saving resources
and using sustainable consumption. The significance of these
motivations is greater than the average level for all
motivations. It is interesting to note that at the value of
slightly more than 20, the curves of these motivations
intersect, which indicates that there is a certain percentage of
respondents for whom the motivation to save resources is a
priority over saving. The third most important motivation is
enjoyment from the process of sharing consumption. And the
fourth, different from the others, the least significant is
reputation - improving the image among members of the
community.
All the results obtained are >0.7, although the answers
to questions that reveal motivations and emotions should not
be expected to be highly consistent. Therefore, there is a
good internal consistency of the statement groups in the
questionnaire.
Results and discussion
Fuzzy sets were used to model the motivations for
sharing consumption. The use of fuzzy logic for analyzing
survey results is justified, because unlike standard logic that
operates with binary values (Yes/no, true/false), it allows to
work with fuzzy estimates ("more important to me", "I agree
rather than disagree", "less important to me").
To build models, the total range of score values (4
questions times 7 points (maximum) equals 28 points) was
divided into parts, then the number of responses in each part
of the questionnaire was calculated, as well as the proportion
of responses and their accumulated values. The accumulated
share of responses sets the membership function of a fuzzy
set that expresses the concept of the "type of motivation for
using sharing consumption" in terms of a point-based
assessment of the motivation significance. These pairs of
numbers can be joined by ae curve that passes closest to the
points in Microsoft Office Excel.
Figure 1 shows models of motivation to participate in
sharing consumption in the form of fuzzy sets. In our case,
the fuzzy set is characterized by a sigmoid membership
function, since it is used to set type uncertainties: "a
significant number", "of great importance", "high level", etc.
μ
Conclusions
Comparing the results of this research to data in other
publications (Hamari, Sjöklint, and Ukkonen, 2015;
Möhlmann, 2015; Nijland, Van Meerkerk, and Hoen, 2015;
Quico Marin Anglada & Ana Beatriz Hernández Lara, 2019)
can show similar patterns of motives guiding consumers in
using sharing economy. With sustainable development and
economy being important motivation for all research results,
research of the Russian consumers showed that reputation is
the least important motive.
Sustainable development being an important factor in
the formation of positive attitudes towards sharing, the
economic benefits are a stronger motivator for intentions to
participate in sharing economy. Our results also support the
idea that positioning sharing as a sustainable activity can
result in an increase in frequency of use. Our results,
however, also showed that the positive attitude to sharing as
a sustainable consumption pattern may not translate into a
more intensive use of sharing, as consumers are using it for
predominantly economic benefits. It shows that some authors
were right to believe (Hamari, Sjöklint, and Ukkonen, 2015)
that some consumers are demonstrating their altruistic
attitude and share their assets while others are just enjoying
the benefits of sharing. This may affect the sustainability of
sharing economy in general.
In summary this research can have several implications
for the providers of digital platforms and sharing services.
The sharing should be easy and comfortable to use because
enjoyment is an important motivator. Future research can
consider measuring the frequency of use affected by different
motives, preference of different motives by consumers of
different age groups, and the motivation pattern differences
for those who are providing the assets and those who get the
assets through sharing.
1,5
1
0,5
0
0
10
20
30
Экономия
Economic benefits
Сбережение
ресурсов
Sustainability
Улучшение
имиджа
Reputation
Балл
Получение
удовелетворения
Enjoyment
Среднее
Mean
Figure 1. Models for motivations of sharing consumption
27
sharing economy option again // Journal of Consumer
Behaviour - 14(3) - 193-207 - DOI: 10.1002/cb.1512
Nijland, H., Van Meerkerk, J. and Hoen, A. (2015).
Impact of car sharing on mobility and CO2 emissions. PBL
Netherland Environmental Assessment Agency, No. 1842.
[Электронный
ресурс]
Режим
доступа:
https://www.pbl.nl/en/publications/impact-of-car-sharingon-mobility-and-co2-emissions
(Дата
обращения
19.07.2020)
Petrini, M., Freitas, C. S. de, & Silveira, L. M. da (2017).
A proposal for a typology of sharing economy. Revista de
Administração
Mackenzie,
18(5),
39-62.
DOI:
10.1590/1678-69712017/administracao.v18n5p39-62,
[Электронный
ресурс]
Режим
доступа:
https://www.researchgate.net/publication/321152498_A_pr
oposal_for_a_typology_of_sharing_economy/
PricewaterhouseCoopers (2015) The Sharing Economy:
Sizing the Revenue Opportunity [Электронный ресурс] –
Режим
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http://www.pwc.co.uk/issues/megatrends/collisions/sharing
economy/the-sharing-economy-sizing-the-revenueopportunity.html (Дата обращения 19.06.2020)
Quico Marin Anglada & Ana Beatriz Hernández Lara
(2019) Research on sharing economy: why are some articles
more cited than others? Economic Research-Ekonomska
Istraživanja,
DOI:
10.1080/1331677X.2019.1694427
[Электронный
ресурс]
Режим
доступа:
https://www.tandfonline.com/doi/full/10.1080/1331677X.2
019.1694427 (Дата обращения 19.07.2020)
Saginov.Y., Zavyalov D., Saginova O. Distributed use
economy: main concepts and characteristucs // Russian
Journal of Innovation Economics, Vol. 10, Number 3 (July –
September 2020) doi: 10.18334/vinec.10.3.110726.
Tussyadiah, I. P., and J. Pesonen (2015) Impacts of Peerto-Peer Accommodation Use on Travel Patterns // Journal of
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https://doi.org/10.1177/0047287515608505
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Acknowledgements
Prepared in the framework of the state task of the Ministry
of Science and Higher Education No. FSSW-2020-0009
"Developing a methodology for managing the
competitiveness of enterprises in the field of commodity
circulation in the digital economy”.
28
Entrepreneurial Culture in India: A Comparison with the
BRICS Economies
Sunayana, Jamia Millia Islamia, New Delhi, India
Rakhshanda Parveen, Jamia Millia Islamia, New Delhi, India
entrepreneurs (Drennan, Kennedy, & Renfrow, 2005). Hence
in developing the government policies, fostering
entrepreneurial culture must be understood.
Pre liberalization, businesses in India were characterized
by ambition, licenses, contacts within Government, and an
understanding of the bureaucratic system (Jain, 2011). The
motivation behind the businesses was the ‘Swadeshi’
movement whose aim was to make India self-reliant. The
advent of liberalization policy in India during 1991 changed
the landscape of competition in India. The family businesses
which dominated the country faced severe competition from
the global market in the form of technology, better
managerial resources, and financial resources. Hence, they
re-oriented and re-focused their perspective towards business
and competitiveness.
Almost three decades from then, IBEF (2019) reckoned
that India will be amongst the top three economic powers in
the world in the coming 10 to 15 years. India has even
managed to retain its third position as the largest startup base
in the world (NASSCOM, 2019). Moreover, Manipal Global
Education Chairman T.V. Mohandas Pai said at a tech
conclave at NSE that India will have 1,00,000 start-ups by
2025 (Livemint, 2018).
These aspirations have to be backed up by both
economic and non-economic supports from the Government.
Some of the measures already undertaken are the MUDRA
scheme, Start-up India, and Digital India. This paper aims to
study the entrepreneurial culture in India—as compared to
the BRICS countries—through the framework provided by
the World Economic Forum’s Global Competitiveness Index
and Global Entrepreneurship Monitor. On the basis of these
indices, the level of entrepreneurial activities prevailing in
the country will be assessed.
Studies have proved that entrepreneurship coherent
with cultural values may improve a country’s GDP levels.
On this premise, this study aims to assess the entrepreneurial
culture in India. The individual-level analysis is used to study
the behaviour and attributes of individuals towards
entrepreneurship. Two indices are used in this study. The
first one is the Global Competitiveness Index which
measures the overall competitiveness of an economy across
12 pillars. The next index is the Global Entrepreneurship
Monitor which measures entrepreneurial activity across
nations. The study through these reports strives to present
the picture of India as compared to the BRICS countries
specifically. The level of entrepreneurial activities prevailing
in the country will also be assessed. The results of this study
will help in focusing on the areas which play a crucial role
in fostering the entrepreneurial culture in an economy. It will
also help in identifying the factors which need to be improved
in order to have a conducive environment.
Introduction
The role of entrepreneurship in the development of an
economy is unquestionable. Extant literature, reports, and
studies have manifested the impact of entrepreneurship on
economic growth (Carree, van Stel, Thurik, & Wennekers,
2017), job creation (Faria, Cuestas, & Mourelle, 2010),
innovation, and productivity. Entrepreneurial activity, in
turn, is largely affected by various economic, cultural,
political, and technological factors (Wennekers, 2006).
These factors help in explaining the cross-national
differences in terms of the rate and intensity of
entrepreneurial activity. However, the effect of culture and
value systems across countries is substantial. Some classic
studies (Hofstede, 1980; Lynn,1991; Shane,1993) have
already propagated the importance of culture and presented
various scales to measure the variation across nations. These
studies have made us realize that in realizing the national
policies, the importance of non-economic factors cannot be
undermined (Keating, Loughlin, & Deschouwer, 2003).
Fostering entrepreneurship has become the main issue in the
growth and economic development of the nation. But the
question remains—how to meet the demands of the
entrepreneurs and more importantly how to supply the
Theoretical Background
Entrepreneurial culture is an ill-defined concept in the
academic field and is often misinterpreted with other terms
(Brownson,
2013).
Some
studies
contemplated
organizational culture with entrepreneurial culture (Dulčić,
2003; Prabhu, 2005), entrepreneurial climate (Goetz &
Freshwater, 2001), regional cultures of innovation
(Venkatraman, 2004). Brownson (2013), conceptualizes the
29
term as “a society that depicts the exhibition of the attributes,
values, beliefs (attitude or mindset) and behaviour associated
with entrepreneurs by individuals in such a society which
distinguishes them from others.” This definition is apt in the
sense that the rate of entrepreneurship differs across nations
and even within the nation over time (Wennekers, 2006).
Entrepreneurs are considered agents of change within the
economy. Hence to increase employment opportunities and
facilitate economic growth, fostering entrepreneurial culture
is important.
McClelland (1961) is believed to primarily propagate
the relationship between entrepreneurial culture and
economic development. Through the study of 22 countries,
he concluded that the achievement motivation in individual
behaviour affects the economic growth of the society.
Hofstede’s (1980) contribution is remarkable in
understanding the cultural variances across the nation. These
variances are measured across six dimensions which are
based on the values society has placed in its culture.
Wennekers, van Stel, Thurik, and Reynolds (2005) have
tested a model using two different measures. They measured
the rate of nascent entrepreneurship through the national
culture of 36 countries.
The literature deduces that the entrepreneurial culture of
a country can be explicitly assessed through some developed
measures. Hence, in subsequent sections, we will set forth to
understand the entrepreneurial culture in India through
various measures and indices.
Table 1. Business Dynamism in India and BRICS
Index
Abbr.
Business Dynamism
India
BRICS
60.0
62.32
I. Entrepreneurial
culture
Attitude towards
entrepreneurial risk
EC
55.5
54.04
EC1
55.2
54.36
Willingness to delegate
authority
Growth of innovative
companies
Companies embracing
disruptive ideas
EC2
55.7
58.16
EC3
59.3
54.18
EC4
51.7
49.42
II. Administrative
requirements
Cost of starting a business
AR
64.6
70.61
AR1
92.8
97.88
Time to start a business
Insolvency recovery rate
AR2
AR3
83.9
28.5
81.28
33.26
Insolvency regulatory
framework
AR4
53.1
70.02
Source: Own compilation (Data from Global
Competitiveness Report, 2020)
Global Competitiveness Index
India scored almost equal to the average of BRICS
countries taken together. Entrepreneurial culture ranked
higher in India which comprises of attitude towards
entrepreneurial risk, willingness to delegate authority,
growth of innovative companies, and companies embracing
disruptive ideas. Willingness to delegate authority (EC2) is
the willingness of senior managers to delegate the authority
to the business unit heads and lower-level managers. This
attribute needs some improvement which will ultimately
improve the efficiency and productivity of both the manager
and the subordinates (Sostrin, 2017). A good score in the
“growth of innovative companies” (EC3) owes to the fact
that the rate of start-ups is increasing which adapts the
innovative techniques, strategies, and technologies to stay
competitive in the market (Dods, 2018). These companies
invest in R&D and innovation. Five Indian companies also
made to the list of 100 Forbes World’s Most Innovative
Companies (Forbes India, 2018). Being innovative and
disruptive (EC4) go hand in hand. In order to embrace
disruption, companies must invest in innovation, and
sometimes it also involves transforming the core business
(Curley, 2015). This is enhanced by the risk propensity of the
entrepreneurs (EC1) who embrace the changes, risk, and new
business models reluctantly.
Every year the World Economic Forum releases the
ranking of the countries based on their “Global
Competitiveness Index”. They use an extensive
methodology to rank the countries based on certain
indicators divided into 12 pillars. These 12 pillars are broadly
categorized into four variables: Enabling environment,
Human capital, Markets, and Innovation ecosystem (World
Economic Forum, 2019). In Table 1 below, the
competitiveness index of India as compared with the average
of BRICS countries are given. The BRICS countries are
taken in the context because these countries are the fastemerging economies and are expected to contribute around
47% to the global GDP by 2050 (Zouhair, Lanouar, & Ajmi,
2014). These countries share the same advantage of
manufacturing and raw materials supplying economies.
According to the scope of the study, the comparison is made
only on the 11th pillar of the index, i.e. business dynamism
that consists of “Administrative Requirements” and
“Entrepreneurial Culture” (Table 1). The scores are on a
scale of 0 to 100, where 100 is considered optimal.
30
Probing into the administrative requirements, we can see
that the BRICS nation as a whole has a high score in the cost
of starting a business (AR1) as well as the time required to
start a business (AR2), depicting ease in starting a business.
They also host a good growth of innovative companies.
These administrative requirements along with the
entrepreneurial culture create an environment of business
dynamism which creates agility and productivity in an
economy. To better understand the position of India amongst
the BRICS nation, the scores are presented through the chart
given below (Figure 1). We have used abbreviations to
represent each variable.
Global Entrepreneurship Monitor
As mentioned above, GEM helps in creating the
understanding needed by the entrepreneurs in better
decision-making, making businesses more profitable. This
understanding helps in making sound policies striving
towards growth. It basically measures entrepreneurial
activities across various parameters in a diverse number of
countries. In 2019, 50 countries participated in the research
(Bosma et al., 2020).
The entrepreneurial behaviour and attitude are explained
through six parameters consisting of multiple items. The data
is collected through the Adult Population Survey (APS) to
study the entrepreneurial aspirations of the individual.
However, the scope of the study limits us to study only two
parameters. The attitude and behaviour of Indian individuals
towards entrepreneurship vis-à-vis regional average are
given in Table 2 below.
Business Dynamism Index
(2019)
100
Table 2. Entrepreneurial Attitudes, Perceptions, and
Motivations
50
0
Index
India
BRICS
Self-perceptions
68.79
47.97
Perceived opportunities rate
83.10
58.88
Perceived capabilities rate
85.20
62.12
Ease of starting a business
80.0
50.00
Fear of failure rate
62.37
47.54
Entrepreneurial intentions rate
33.30
21.32
Motivations
85.32
62.09
To make a difference
86.8
58.00
Build great wealth
87.2
64.22
Continue family tradition
79.8
43.98
To earn a living
87.5
82.16
EC1 EC2 EC3 EC4 AR1 AR2 AR3 AR4
India
BRICS
Figure 1. Comparison of India and BRICS through
Business Dynamism Index
Source: Own Compilation
Entrepreneurial
culture
also
comprises
of
entrepreneurial attributes, values, behaviour, and mindset
(Brownson, 2013). A proper policy intervention should
always be considerate of these factors as well. Raab,
Stedham, and Neuner (2005) in their study on business
students in Germany and the U.S. explored that to generate
the understanding of entrepreneurship and foster it, the
entrepreneurial attributes have to be realized. Some of these
attributes are stable however some can be nurtured via
external triggers (Robinson, Stimpson, Huefner, & Hunt,
1991). They are considered to have an impact on the mindset
and behaviour of the individual which compels them to be
self-employed (Luthje & Franke, 2003) and start a business
(Gray, Foster, & Howard, 2006). Therefore, the programs
and policies should be directed towards cultivating the
individuals’ attitudes regarding entrepreneurship as they
might not dive into this field even after having the
appropriate knowledge about the business. ‘Global
Entrepreneurship Monitor’ is one such platform that
generates reports that help in understanding the behaviours
and attitudes needed to thrive in setting up businesses. The
next section will discuss it in detail.
Source: Own Compilation (Data from Global
Entrepreneurship Monitor Report, 2020)
All the figures are calculated based on the survey of
around 3000 working-age adults (16-24 years) in each
economy. When compared with BRICS countries, India has
better scores in every indicator showing better
entrepreneurial
behaviour
and
attitude
towards
entrepreneurial activities. The results are represented
through the radar chart to have a better visualization (Figure
2).
31
India
BRICS
Entrepreneurial Activity
Perceived
opportunities
rate
To earn a
living
Continue
family
tradition
Build great
wealth
To make a
difference
15
Perceived
capabilities
rate
14,97
11,42
11,92
6,96
10
0,81 0,17
5
Ease of starting
a business
0
TEA
Fear of failure
rate
Est. Business
Ownership
2018
EEA
2019
Figure 3. Entrepreneurial Activity in India (2018/2019)
Source: Own Compilation (Data from Global
Entrepreneurship Monitor Report, 2020)
Entrepreneurial
intentions rate
Entrepreneurial Employee Activity or EEA is the
proportion of adults involved in entrepreneurship within an
existing organization, Established Business Ownership is the
proportion of adults owning and managing an established
business, and finally, Total early-stage Entrepreneurial
Activity or TEA is the proportion of adults who are actively
involved in starting or running new businesses in their
economy (Bosma et al., 2020). Indian economy (as can be
seen in Figure 3) is largely manifested by TEA which means
that the startup activities are spurring in the economy more
than the other two types of activities. This is also evident by
various reports published by NASSCOM (2019) and IBEF
(2019) mentioned in the introduction section of this study.
Various Entrepreneurship Development Programs have also
been initiated by the Ministry of micro, small, and medium
enterprises as well as National Small Industries Corporation.
These EDPs provide understanding and training through
incubation to young individuals having an entrepreneur
mindset (NSIC, 2020).
It helps us to understand that the population which
involves either directly or indirectly with entrepreneurship is
developing a positive mindset towards entrepreneurship,
though gradually, year after year.
Figure 2. Entrepreneurial Behaviour and Attitude in India
Source: Own Compilation
This index which we analyzed is very important in
understanding entrepreneurship in any economy because
attitudes, perceptions, and ambition heavily influence the
entrepreneurial process. A high score in self-perception
means a potential entrepreneur perceives a good opportunity
to start a business in his/her country keeping in mind their
own capabilities, skills, and knowledge. At the same time,
they scan the possible risks, costs, or rewards associated with
that opportunity. These factors are obviously affected by the
environment around it as well as the individual’s motivation.
The major motivation for starting or engaging in
entrepreneurial activity is to earn a living followed by
motivation to build great wealth.
Discussion
Now that we have assessed the entrepreneurial culture
in India and also the attitudes and perceptions required to
indulge in entrepreneurship, we next validate this
information with the help of Entrepreneurial Activity
Indicator. It indicates the percentage of adults aged 16-24
years who are in the process of either starting a business or
have already started one (Bosma et al., 2020). We present
this indicator as compared with the previous year to
understand the increase (or decrease) in the entrepreneurial
activity in India. This will help us to understand whether the
indices studied above actually help in creating culture
conducive to entrepreneurship.
Conclusion
The reports and researches have emerged to be an
eminent source for policymakers and researches, be it by the
World Economic Forum (Global Competitiveness Index) or
Global Entrepreneurship Monitor. The primary motive of the
study was to understand the position of India as compared to
the BRICS economy. The study has identified the factors and
characteristics that help in creating the entrepreneurial
culture in an economy. The indices used to study the level of
entrepreneurial activity within the Indian economy give us a
bird’s eye view of the Indian entrepreneurial landscape.
32
The impact of entrepreneurship on economic
development is highly influenced by cultural values, but its
role as a determinant of entrepreneurship is a less researched
approach (Wennekers, 2001), least to say. It has to be
considered one of the input factors towards productivity and
sustainability.
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10,
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Goetz, S.J. & Freshwater, D. (2001). State level
determinants of entrepreneurship and a preliminary measure
of entrepreneurial climate. Economic Development
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Gray, K.R., Foster, H., & Howard, M. 2006.
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34
How Growth Intention Relate with Political Skill for Female
Entrepreneurs in Turkey? An Implementation of Moderator
Analysis
Tutku Tuncalı Yaman, Beykent University, Istanbul, Turkey
Gülgönül Bozoğlu Batı, Yalova University, Yalova, Turkey
Female entrepreneurs face numerous challenges in their
lives. Due to their various roles in their social life it emerges
as an important question that “how they can become
successful as much as their male counterparts?” It is
versatile question that we should analyze from different point
of views. The purpose of this study is to investigate political
skill of Turkish female entrepreneurs and effects of political
skill of female entrepreneurs with their growth intension. By
using moderator effect theory, education levels of women
moderate the positive relationship between political skills
and growth intention.
Keywords: Growth intention, political skill, female
entrepreneurs, moderator analysis
importance of political skills. Entrepreneurs are rarely
handled on this perspective (eg. Prieto, 2010; Cong,
Dampsey & Xie, 2015). This study focuses on entrepreneurs
in Turkey, specifically female ones.
Entrepreneurs who have higher political skills are more
successful on business operations than with low skills ones
(Tocher et al., 2012; Baron & Markman, 2000; Stam &
Elfring 2008). We see that political skill level and firm
performance have been commonly researched. Most of the
studies show that political skill has a positive relationship
with job performance (eg: Brickle et al., 2011; Semadar et
al., 2006). We are investigating and expect similar result for
growth intension.
Entrepreneurship is become widespread research topic
because; it is associate closely with economic development
and prosperity. Although it has undeniable importance on
countries’ economic development (Minniti, 2008; Naude´,
2010; Naude´ et al., 2008), there are limited researches for
developing countries. Studies mostly focus on USA and
other industrialized countries (Cetindamar, 2005; Gupta et
al., 2009). There are also limited researches for female
entrepreneurs. Nevertheless, female entrepreneurs have a
critical importance on development of the countries. As seen
at table 1, women entrepreneurship and GDP are related to
each other. In Turkey, which is a developing country,
women’s employment rate 33,1% (TUIK, 2020) and total of
women employer rate and own account worker rate is 10,7
(TUIK, 2017). These percentages are quite weak when we
compare Turkey with many European Countries. Therefore,
it becomes very important to enact women in economic arena
in order to increase economic performance and sustainable
development of the countries.
Many academicians agree on organizations are political
arenas (Minzberg, 1985). Therefore, political skill of
entrepreneurs influences their business success. There is
strong relationship between political skill and career success
of managers (Preffer, 1981; Mintzberg, 1983; Pavett & Lau,
1983). Entrepreneurs are not only managing their business
but also, they are carrying their investment responsibility. On
this point of view entrepreneurs are differ from managers.
Many researches worked on managers and they proofed
Figure 1. Women Entrepreneurship and Economic
Development
Resource: TUIK (Turkish Statistical Institute) Ç:Quarter
www.tuik.gov.tr, access 26 July 2020.
Contrary to males, females seem political skill as a
barrier and they tend to benefit from formal organizational
systems to reach knowledge and support (Ferris et al., 2010).
Mainiero (1994: 6), argued that "political skill is a necessary,
even vital, aspect of women's career advancement". In the
light of this anchorage this study aims to address these
following research questions:
RQ1: What is the political skill of Turkish female
entrepreneurs?
RQ2: What is the relationship between political skill of
35
conceptualization, until Ferris and his collages started
research programme (Ferris et al., 2005). They suggested
multidimensional and contend-valid measure of political
skill that consist of four dimensions (Ferris et al., 2005):
Social astuteness, interpersonal influence, networking ability
and apparent sincerity.
Political skill differs from managerial skills. It is possible
to measure social effectiveness by using Political Skill
Inventory. Social effectiveness has a key role to maintain
positive relationships with stakeholders and thereby
minimize negative effects in business context (Cong,
Dempsey and Xie, 2017).
There are many issues differ for each gender in
entrepreneurship. Sandi Mann (1995) claim that women
rarely use policy in organizations contrary to men, and this
put them in a disadvantageous position.
We are investigating female entrepreneurs separately in
this research. Female entrepreneurs' political skill
circumstances will be indicated.
female entrepreneurs and their growth intention?
RQ3: Is there any factor that has an effect on
relationship between political skill and growth
intention?
Theory and Hypothesis
Researches on political behavior are mostly measure
outcomes like performance ratings, promotion decisions, and
supervisor liking (Ferris, Hochwarter et al., 2002). Beside
positive contributions of small business to economical life,
our knowledge about the small business growth is not
enough and theoretical development has been limited
(Wiklund et al., 2009). The research literature is highly
diverse. In framework of this study, political skill situation
of female entrepreneurs will be shown up and their political
skill and growth intension relation will be investigated. Some
demographic factors’, such as education, marital status and
number of children, affection will be examined by using
moderator effect theory.
Figure 2. Theoretical Model
Settings Entrepreneurial Political Skill and Growth
Intention
Entrepreneurs’ ability influence of others’ actions in
their business environment can be defined as entrepreneurial
political skill (Cong, Dempsey, & Xie, 2017). By using
political skill, entrepreneurs can maintain positive
relationship with their stakeholders, and they can overcome
conflicts more easily (Tocher et al., 2012). Therefore,
success of the business namely firm performance, high
growth intension, capacity of investment depends heavily on
entrepreneurs' political skill. There are four dimensions of
the political skill. First, social astuteness can be define, as
people understand social interactions well and change their
behaviors due to situations. Second, interpersonal influence,
allows people to adapt and calibrate their behaviors to
different circumstances. Third, networking ability is making
friendship easily and building strong and beneficial alliance
and coalitions. Fourth, apparent sincerity is having high
levels of integrity and being authentic, sincere and genuine
(Ferris et al., 2007).
The desire to grow in business is called as venture
Political Skill
Political skill defines as “the ability to effectively
understand others at work, and to use such knowledge to
influence others to act in ways that enhance one’s personal
and/or organizational objectives” (Ahearn, Ferris,
Hochwarter, Douglas, & Ammeter, 2004: 311).
The term of “political skill” was used firstly by Preffer
(1981) as refer to a manager’s ability in organization’s
political arena to understand others and use this ability for
the benefit of personal and organizational goals achievement
(Ahearn et al., 2004). This term was conceptualized by
Mintzberg (1983, 1985) and to date, successor researchers
have emphasized how important political skill is on
organization’s policies (Ferris et al., 1994; Perewe et al.,
2000; Luthans et al., 1988; Mainiero, 1994; Spencer &
Spencer; 1993). It can be clearly seen that, the term of
political skill was dormant for nearly two decades after
36
H1f: Entering a new market is positively related to
Political Skill.
H1g: Adding a new business domain is positively
related to Political Skill.
H1h: Expanding distribution channels is positively
related to Political Skill.
growth intension. Growth is seen successful outcome of the
firms. It has an important impact not only on business itself
but also on local, regional and national level of economy
(Costin, 2012).
Regarding female-owned business’ growth intentions
has produced mix results (Jennings & Brush, 2013; Morris et
al., 2006; Davis & Shaver, 2012). Some researchers find
female entrepreneurs tend to be smaller and to grow less than
their male counterparts (Carter & Allen, 1997; Still &
Timms, 2000). Some of them find no significant differences
(Kevane & Wydick, 2001; Storey, 2004; Robb & Watson,
2012).
The Moderating Role of Demographic Factors
In addition to business life, women have different roles
in their social lives. Women, in Turkey, have an equal
opportunity for education with men. But they have more
responsibility than men due to their roles as a wife and
mother. These roles influence their work life performances.
Due to TUIK data (2013), around 58% of women in Turkey
explain their reason not to participate to work life with their
household tasks.
It is found that female entrepreneurs’ family life is
decisive for growth intension (Davis & Shaver, 2012).
Jennings and McDougald (2007) argue that family related
roles predominantly depict business size. Therefore, marital
status and number of children they owned can have a
moderate role on their business.
Hypothesis 2: Demographic factors will moderate the
positive relationship between Political Skills and
Growth Intention.
H2a: Education level will moderate the positive
relationship between Political Skills and Growth
Intention, such that the relationship will be stronger for
women who have higher education.
H2b: Martial status will moderate the positive
relationship between Political Skills and Growth
Intention, such that the relationship will be stronger for
women who are married.
H2c: Number of children owned will moderate the
positive relationship between Political Skills and
Growth Intention, such that the relationship will be
stronger for women who have more children.
Cliff (1998), featured female entrepreneurs deliberately
choose slow growth for their business. Since they enable
themself to continue management of their business, spent
reasonable amount of time and energy. By this way, they can
balance their work and family life. Family life cycle relates
with growth intension (Davis & Shaver, 2012).
Since growing of the firms takes risk, it can be desirable
or undesirable (Flamholtz & Randle, 1990). Some
entrepreneurs fear to lose control of their enterprise (Cliff,
1998) and they can prefer desirable growth for their firms
(Achtenhagen, Naldi, & Melin, 2010). This discussion
demonstrates that growth intension is related with
entrepreneurs themselves. So, our research will investigate
the hypothesis below:
Hypothesis 1: Political Skill (and its dimensions) is
positively related to Growth Intention (and its
dimensions).
H1a: Social astuteness is positively related to Growth
Intention.
H1b: Interpersonal influence is positively related to
Growth Intention.
H1c: Networking is positively related to Growth
Intention.
H1d: Apparent sincerity is positively related to Growth
Intention.
H1e: Adding a new product strategy is positively
related to Political Skill.
Methodology
This section covers the information about the sample
and procedures, which used to test the proposed theoretical
model shown in Figure 1.
Sample and Measures
The sample consisted of 348 female entrepreneurs from
the most developed region of Turkey. İstanbul, Kocaeli and
Bursa cities, in mentioned region, are locomotive of the
Turkish economy and those cities have the lowest gender
inequality due to report for 2016 (TEPAV, 2016).
Descriptive statistics of demographic factors are given in
Table 1. in the following page. [The other tables (Table 2.,
Table 3., Table 4., Table 5., and Table 6 are given after the
References section at the end of the paper.)]
37
the following Equation 1;
Table 1. Sample Characteristics
Description
Marital Status
Single
Married
Divorced
Education
Primary School
Secondary School
High School
University
Master / PhD
Number of Children
0
1
2
3
Frequency
75
234
36
21.7
67.8
10.4
23
33
138
112
39
6.7
9.6
40
32.5
11.3
127
126
78
14
𝑌 = 𝛼 + 𝛽1 𝑋 + 𝛽2 𝑀 + 𝛽3 𝑋𝑀 + 𝜀𝑌
Percent
(1)
where 𝛽3 indicates effect of the moderator variable. For
further details about the procedure please refer to (Hayes,
2012).
For the ease of implementation, Moderation Analysis
was performed in PROCESS, which is a computational tool
available for SPSS. It is launched by Hayes (2013) and
downloadable at no charge from www.processmacro.org.
Main differences between PROCESS and Structural
Equation Modeling (SEM) Techniques are discussed in
(Hayes, Montoya & Rockwood, 2017).
36.8
36.5
22.6
4.1
Results
By pursuing to test Hypothesis 1; descriptive statistics,
and coefficients of Pearson’s correlations of the dimensions
of studied variables are shown in Table 2. Likewise, prior to
mediator analysis, which is indented to perform in order to
test Hypothesis 2, coefficients of Spearman’s correlations are
calculated (see Table 3). According to statistically significant
results of correlation analysis, there is a positive linear
relationship between political skill and education level. Even
though, only education level shows a significant relationship
between political skills, mediator effects of all three
demographic variables (education level, martial status and
number of children) are investigated.
In line with the stated objective of the research,
relationship between political skill and growth intension
specifically on product/market expansion has been
measured. Two scales are used for this research: Political
Skill Inventory (PSI) and growth intension. The Political
Skill Inventory is a self-report questionnaire developed for
measuring success in organizations (Ferris, et al., 2000;
Ferris et al., 2005). It consists of four aspects: social
astuteness, interpersonal influence, networking ability and
apparent sincerity (Ferris et al., 2005). The Cronbach’s alpha
of PSI is 0.85. Growth intension scale (GIS) consists of four
aspects again: Functional (grouped by skill), product and
market (grouped by output), team based, combination (one
or more of the other aspects) (Gundry & Welsch, 2001). In
this research, only “product and market growth” intensions
are asked to female entrepreneurs. This study sought to
answer of following questions: “Adding a new product or
service”; “Selling to a new market”; “Expanding distribution
channels” and “Researching new markets”. The Cronbach’s
alpha of GIS is 0.871.
All scales used a 5-point Likert type agreement scale in
which 1 = ‘‘strongly disagree’’ and 5 = ‘‘strongly agree’’.
Items comprising each scale were averaged to create
composite measures for each variable, namely political skill
and growth intension.
Hypothesis Testing
Our first hypothesis proposed that Political Skill (and
its dimensions) is positively related to Growth Intention (and
its dimensions). According to correlation analysis results in
Table 3, H1a, H1c, H1e, H1f, and H1h are accepted since
correlation coefficients of stated relationships between
variables are significant.
The second hypothesis of the study indicates the
moderator effect of demographic factors (education level,
martial status and number of children) will moderate
(strengthen) the positive relationship between Political Skills
and Growth Intention. To test this hypothesis, the procedures
of Hayes (2017) and three different mediator analyses were
performed to investigate whether there were significant
interaction effects of demographic factors on the positive
relationship between political skills and growth intention.
The estimation results of the model are detailed in Table 4.
F-test (F=25.26; p<.01) showed that the model is valid and
the interaction term is significant with a positive value (𝛽3 =
.1899; p<.05). Graphically illustrated pattern of the
significant interaction is showed in Fig. 4. According to the
results higher education levels (university and masters/PhD)
are strengthen the relationship between political skills and
growth intention. With reference to mentioned results, H2a
is accepted. Subsequent to correlation analysis results (see
Moderation Analysis
The Moderation Analysis is used when a variable is
interested in testing whether the magnitude of a variable’s
effect on some outcome (dependent) variable of interest
depends on a third variable or set of variables. As illustrated
in Figure 3, X is defined as independent variable, which has
a causal influence on Y. But, in this context, mentioned effect
is also affected or moderated by M. If we form the
conceptual model to a linear equation, Y can be estimated by
38
Ferris, G. R., Mierke, J., Witzki, A. H., & Momm, T. D.
(2011). Role of political skill in job performance prediction
beyond general mental ability and personality in
crosssectional and predictive studies. Journal of Applied
Social Psychology, 41: 488-514.
Cetindamar, D. (2005). Policy issues for Turkish
entrepreneurs. International Journal of Entrepreneurship
and Innovation Management, Vol. 5 Nos 3/4, pp. 187-205.
Cliff, J.E. (1998). Does one size fit all? Exploring the
relationship between attitudes towards growth, gender, and
business size. Journal of Business Venturing, 13, 523–542.
Cong,C.,Dempsey,M.&Xie,H.M.(2017).Political skill,
Entrepreneurial orientation and organizational justice A
study of entrepreneurial enterprise in China. International
Journal of Entrepreneurship Behaviour & Research. 23(1).
20-34.
Costin, Y. (2012). In pursuit of growth: an insight into
the experience of female entrepreneurs. International
Journal of Gender and Entrepreneurship, 4(2), 108-127.
Davis, Amy E. and Kelly G. Shaver, (2012).
Understanding gendered variations in business growth
intentions across the life course. Entrepreneurship &
Regional Development, 36 (3), 495-512.
Davis, A., & Shaver,K. (2012). Understanding gender
variations in business growth intentions across the life
course. Entrepreneurship Theory and Practice, 36, 495–512.
Ferris, G. R., Frink, D. D., Gilmore, D. C., & Kacmar,
K. M. (1994). Understanding as an antidote for the
dysfunctional consequences of organizational politics as a
stressor, Journal of Applied Social Psychology, 24(13),
1204-1220.
Ferris, G. R., Perrewe, P. L., Anthony, W. P., &
Gilmore, D. C. (2000). Political skill at work. Organizational
Dynamics, 28(4): 25–37.
Ferris, G. R., Hochwarter, W. A., Douglas, C., Blass, F.
R., Kolodinsky, R. W., & Treadway, D. C. (2002). Social
influence processes in organizations and human resource
systems. In G. R. Ferris, & J. J. Martocchio (Eds.), Research
in personnel and human resources management, 21, Oxford,
U.K.: JAI Press/Elsevier, 65–127.
Ferris, G.R., Treadway, D.C., Perrewe, P.L., Brouer,
R.L., Douglas, C., and Lux, S. (2007). Political skill in
organizations. Journal of Management. Vol 33, 3, 290-320.
Ferris G.R., Davidson, S.L., Perrewe P.L., Atay, S.
(2010). İş Yaşamında Politik Yeti. Namar Yayın: İstanbul.
Flamholtz, E.G. & Randle, Y. (1990). Growing pains:
How to make the transition from entrepreneurship to a
professionally managed firm. San Francisco: Jossey-Bass.
Gundry, L.K. & Welsch, H.P. (2001). Entrepreneurs:
high growth strategies of women-owned enterprises. Journal
of Business Venturing, 16, 453-470.
Gupta, V.K., Turban, D.B., Wasti, S.A. and Sikdar, A.
(2009). The role of gender stereotypes in perceptions of
entrepreneurs and intentions to become an entrepreneur.
Entrepreneurship Theory and Practice, 33 (2), 397-417.
Table 3) moderator analyses revealed that marital status and
number of children do not moderate the positive relationship
between Political Skills and Growth Intention, nonetheless
H2b and H2c is not accepted.
Conclusion
Entrepreneurs, as an inventor, innovator and investor,
have very important role in countries development regarding
creating new jobs, opportunities and wealth. Women’s, who
consist of the half part of the society, participation to work
life is very important for countries’ wealth.
This study aims to investigate political skill and growth
intension (from production perspective) relationship to
ensure some demographic factors’ contribution. The
obtained results are revealed that Social astuteness and
Networking are positively related to Growth Intention while
Adding a new product strategy, Entering a new market and
Expanding distribution channels are positively correlated to
Political Skill. In addition, a moderator effect is found in
education levels’ of women in enhancing the positive
relationship between Political Skills and Growth Intention.
Women entrepreneurship researches are limited but
there is lack of research on their explanatory growth
intentions. So, this research shed light on specifically female
entrepreneurs, their political skill circumstances, and their
growth intentions. Research covers 345 female entrepreneurs
from tree metropole cities in Turkey and conducted in the
provinces with the lowest gender inequality (TEPAV, 2016).
Therefore, this study doesn’t represent whole of the Turkey.
Future studies with comprehensive sample are strongly
suggested.
Research Limitations
Growth is a multi-dimensional, heterogeneous, and
complex phenomenon (Costin, 2012), this study handles
only growth intension for product and market perspective.
Female entrepreneurs from most developed region of the
Turkey, participated to this research. So, study result cannot
represent whole of the country but a region of Marmara.
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40
42
The Effect of Digitalization on Food Purchasing
Preferences: A Study on the Impact of the COVID-19
Pandemic
Gökçe Öztürk, Yeni Yüzyıl University, Istanbul, Turkey
Burak Öçlü, Istanbul Kultur University, Istanbul, Turkey
for humans, is affected. This study consists of four chapters.
These are literature review, the effect of digitalization on
food purhasing, material and method, results and discussion.
According to Maslow's Hierarchy of Needs, food is one
of the physiological needs. Therefore, food is one of the main
needs that people need to survive. Due to the fact that
physiological needs can be more severe as a stimulant, they
may come to the fore in consumption preferences compared
to other needs. When faced with a stronger stimulus than the
previously conditioned stimulus in Pavlov's experiments on
dogs, dogs forget the old stimulus. Therefore, this situation
is interpreted in the field of consumer behavior. In times of
crisis, people's desire to meet their physiological needs can
be intensified. With the COVID-19 pandemic, people can
force themselves to change their lifestyle. Survival emerges
as a dominant stimulus. With the development of today's
internet technologies, food purchasing on the internet has
been made possible. Thus, consumers can consider the
internet channel as an option in food purchasing. In our
study, the effect and preferences of digitalization in food
purchasing before and after COVID-19 are interpreted. 72
volunteers participated in the study. The structured interview
method was used in the research and the results were
interpreted. Even though consumers state that hygiene is at
the forefront in their purchasing preferences, we see that
price comparison maintains its strength in the factors that
determine preference.
Literature Review
If we evaluate factors that have impact on online
purchase intention, there are 15 main factors which is
mentioned frequently. According to the number of citations,
they are stated as follows: trust, perceived risk, attitude,
subjective norms, personal innovativeness, satisfaction,
perceived self-efficacy, perceived behavioral control,
emotions, perceived price, perceived compatibility, web
navigation ability, involvement, cognitive adoption, and
perceived observability (Akar, Nasir, 2015, p .218-219).
We see many factors that push consumers to purchase
behavior on the internet. This of course makes it impossible
to formulate consumer behavior. Another study conducted
on stimulants that consumers are exposed to is the S-O-R
model. The stimulus-organism-response (SOR) model
explains that various environmental aspects can act as a
stimulus (S) that influences an individual's internal state (O),
which subsequently derives the individual's behavioral
response (R) (Zhai, Wang, Ghani, 2019). The model was
first considered in the retailing context by Robert and John
(1982). The model also use for to test environmental effect
in consumer behavior. There are like store environment,
social factor, and fashion involvement. Hetharie, Surachman,
Hussein & Puspaningrum (2019) l shows that there are two
significant factors which are the store environment and
emotional gratification to the impulsive buying of the
customer.
As an external stimulant, COVID-19 pandemic also has
effects on consumer behavior. People forced to change their
lifestyle to save their life. Since people saw the pandemic as
a powerful stimulus, they took strict precautions and forgot
the stimulants that were relatively weaker than them. A
research was made by Accenture says that 64 percent of
people think “I am fearful for my health.” On the other hand,
it also shows that also 64 percent of people says “I am
worried about the impact on my personal job security.”
Foods can spoil after a certain date and become
unusable. Therefore, consumption of foods within the usage
dates is important for human health. Consumer awareness is
created with expiry dates on food packages. Along with the
agile supply chain practices, food manufacturers have
included technologies in their production processes. Thus, it
is possible to follow up to the last point where it will meet
with the consumer, especially the production process of food
with internet technologies. With the shortened shipping
processes, the internet has become a tool in food shopping.
Thus, products can be delivered to consumers within expiry
dates or without being exposed to deterioration conditions.
The COVID-19 virus, which has been declared as a
pandemic and affects millions of people around the world,
has made consumers reassess their purchasing behavior. At
this point, it is thought that food consumption, which is vital
43
2. In 2019 (last year), did you shop for food online? If so,
which sites did you use and which food products do you think
you buy? Who does food purchasing in the house you live
in?
3. Did you shop for food online in March 2020 and after? If
so, what sites did you use and what do you think you
purchased frequently?
4. Imagine that you are going to do a food shopping right
now. Please write 5 products that come to your mind first.
5. How do you decide which site to buy from when shopping
for food online? What do you pay attention to? Write as a
consumer
6. Write below the price comparison of the 5 products you
have chosen from the two websites of your choice.
7. Which payment method would you like to shop with?
8. Which site did you decide to shop from?
9. What do you want the company to pay attention to while
meeting your needs in terms of the virus epidemic of the
website. Please write in detail if you have problems.
Although there is no virus pandemic, what do you expect
from the website to shop from these sites?
10. Which website did you choose according to your list?
What is the reason? “
The 8th and 10th questions were directed as control
questions.
(Accenture, 2020). Home isolation application and reduce on
social activities forced companies to re-organize their
marketing concepts. (Stanciu, Radu, Sapira, Bratoveanu and
Florea, 2020, pp. 5)
The Effect of Digitalization on Food
Purchasing
Internet technologies have shaped the food industry as
well as many other industries. With the increasing awareness
of consumers about food products, first of all suppliers have
started to integrate with digital tools. In this century, where
information is spreading very rapidly, people can learn about
an event happening anywhere in the world, as well as easily
receive negative news about any business with social media
tools. In the health-sensitive food sector, this situation
manifests itself more critically. Sensitivity in food products
that are in direct contact with the body has increased even
more during the COVID-19 pandemic. For example; Many
e-commerce companies in Turkey have started to provide
“contactless delivery” options. Thus, people can access the
food they need without coming into contact with another
person. Internet tools that have developed with digitalization
have provided a rapid integration at this point.
Depending on these developments, the trends in the food
industry are as follows: “Regulatory constraints like safety,
quality, labelling”, “The need for efficiency”, “The rise of ecommerce in the food and beverage industry”, “ERP ecommerce: Meet new demands with an existing tool”
(Castillo, 2020). Before the pandemic, many physical food
markets that did not provide home-service service or did not
make sales on the internet are trying to integrate themselves
into the process by creating a website. Among the factors that
accelerate the process are the person limitation brought to the
physical food markets and the reluctance of people to go to
the food markets.
Results and Discussion
Participants stated that they frequently order clothing,
personal care, accessory, sports equipment, supermarket,
sneakers products via internet tools. Thus, we see that
consumers already have internet shopping experiences in
certain product groups.
Food purchasing decisions in the houses where the
participants live are mostly made by their parents. The main
factor in this situation is that the participants are still
university students and live with their families.
Snacks, desserts, fruits, vegetables, pulses stand out in
food-specific orders. At this point, we see that food orders
are given for two main purposes. The first is to order readyto-eat meals directly from restaurants, the other is to order
food to be used as an input for home cooking.
Question number 5 which is “How do you decide which
site to buy from when shopping for food online? What do
you pay attention to?” state participants’ choices. Some of
the prominent answers are as follows.
x I use web-sites that are more popular and that I have
used at least once before and that I am satisfied with.
x I attach importance to being economical and reliable, as
well as whether or not to give feedback in case of any
problems and complaints.
x I pay attention to brand information when I do price
research with other sites in terms of expiry date and
price.
Material and Method
Our research was carried out in a contactless manner in
accordance with the nature of the process. Internet tools were
used in the implementation of the research. The structured
interview method was chosen. 10 questions prepared and
sent to volunteers between the ages of 18-24. It was stated
that they freely answered the questions and there was no right
or wrong answer. The answers of the questions were
collected, categorized and evaluated. The research was
carried out on 72 participants.
Research questions are as follows:
“1. Have you purchased any product on the internet before?
If you purchased, please write the product group you bought
last (example: Supermarket, Clothing, Sports Equipment
etc.)
44
x
that their sales will increase if they meet customer
expectations.
The food industry offers products that lead many health
trends. The best known of these are organic and natural
foods. Despite all this, consumers did not have to do much
research while shopping for food. Consumers' encounter
with a crisis has affected their behavior. The consumer, who
collects more information through the tools offered by
digitalization, has had to pay more attention to food
purchasing during the pandemic.
I take customer satisfaction into consideration for the
web-site's advertisements. I take care cleaning, the
durable packing, the expiration date.
x While shopping online, price and fast transportation are
important factors. In addition, the web-site's reliability
and received good comments are also important factors.
x I prefer websites that have proven their reliability.
x We try to be careful not to shop for food from web-sites
I have not heard of before.
x I expect the product to be packaged more carefully and
hygienically than usual, to be disinfected and to leave a
note that it has been disinfected, and the courier to
comply with the social distance rules.
The websites used by the participants in food orders are
stated as follows: getir.com, hepsiburda.com, migros.com.tr,
istegelsin.com
Question number 9 which is “What do you want the
company to pay attention to while meeting your needs in
terms of the virus epidemic of the website. Please write in
detail if you have problems. Although there is no virus
pandemic, what do you expect from the website to shop from
these sites?” state participants expectation. Some of the
prominent answers are as follows.
x I am careful not to shop during my pandemic period.
However, before this period, it was more important that
my orders were delivered to me quickly.
x I would like to pay attention to cleaning and hygiene
rules.
x I would like to pay attention to cleaning and hygiene
rules.
x It is among my expectations that the price information is
clearly specified, the cargo information and details are
specified, and the confidentiality of the user information
is ensured.
x I pay attention to the clean and tidy Packaging.
x In the pandemic period, strictness is very important. No
matter how tidy and clean businesses are, we have to be
very careful.
x Whether it is a pandemic or not, I would definitely prefer
things to be done clean and tidy.
x It is enough that deliver my order with a mask and
gloves.
x I expect my product to arrive fast. I want it to be
contactless delivery. I care that it is properly packaged.
But I would not use the product without disinfecting it.
Participants compared food products on the basis of
price on two different websites they chose in lists of 5
products. Although price is still an important factor, if they
know that they pay an acceptable fee difference for the
products they will receive in the conditions they want, they
can choose the expensive product. This situation has been an
incentive for businesses that sell food on the internet to adjust
according to customer expectations. Thus, companies know
References
Accenture. (2020). How COVID-19 will permanently
change consumer behavior. COVID-19: What to do Now,
What to do Next. Website:
Akar, E., Nazir V.A. (2015). A review of literature on
consumers’ online purchase intentions. Journal of Customer
Behaviour, 14-3, 215-233
Castillo, D., 2020 trend outlook: E-commerce for the
food and beverage industry. Sana-commerce. Website:
https://www.sana-commerce.com/blog/shorten-timemarket-e-commerce-food-beverage-industry/
Hetharie, J. A., Surachman, Hussein A.S.,
Puspaningrum, A. (2019). SOR (Stimulus-OrganismResponse) Model Application In Observing The Influence
Of Impulsive Buying On Consumer‟s Post-Purchase Regret.
International Journal Of Scientific & Technology Research.
8-11, 2829-2841
https://www.accenture.com/_acnmedia/PDF123/Accenture-COVID19-Pulse-Survey-Research-PoV.pdf
Stanciu, S., Radu, R ,I., Sapira, V., Bratoveanu, B.D.,
Florea, A.M. (2020) Consumer Behavior in Crisis Situations.
Research on the Effects of COVID-19 in Romania. Annals
of “Dunarea de Jos” University of Galati Fascicle I.
Economics and Applied Informatics, 5-13
Zhai, X., Wang, M., Ghani U., (2019) The SOR
(stimulus-organism-response) paradigm in online learning:
an empirical study of students’ knowledge hiding
perceptions. Interactive Learning Environments. 28, 582601.
45
46
Proceedings of
Plenary Session II
47
48
International Trade and Export Credit Insurance
Banu Erkök, Turk Eximbank, Istanbul, Turkey
In today’s world, international trade and investment are
increasing rapidly; thus, securing the collection risk is
becoming crucial. Hence, export credit insurance becomes
an essential tool to ensure the collection of credits. In
addition to this, through insurance policies, the exporter
companies can not only increase their business capacity but
also support their financial structure. Hence having a credit
insurance policy allows them to facilitate to reach long term
financing.
valuable market intelligence on the supplier’s (exporter’s)
customers (Jones, 2010). In this regard, The Berne Union
(The International Union of Credit & Investment Insurers)
was founded in 1934 to promote international acceptance of
sound principles in export credit and investment insurance
and exchange information relating insurance facilities. The
Berne Union has 73 members (including Prague Club
members) comprising mainly export credit agencies (ECAs),
multilateral, and private insurers. (MIGA, 2010) The Berne
Union, which has more than 73 member companies, is the
leading global establishment for the export credit /
investment insurance sector. The Berne Union actively
supports international trade by supporting global acceptance
of comprehensive principles in export credits / investment
insurance. The union provides a forum for proficient
information exchanges among its members (MIGA, 2019).
According to the Berne Union data, the member export credit
agencies provided approximately 2.5 trillion dollars to the
banks/exporters and investors within their policies in 2017
(Berne Union, 2020). According to World Trade
Organization statistics, this amount corresponds to 13
percent of the world's goods and services sales/investments
Credit insurance -that is one of the most effective tools
used in the development and financing of world trade since
the beginning of the 20th century- is more common in Japan,
China, and EU countries by their public ECAs (Morel, 2010).
With ECI, exporters are protected against the political risks
that may arise in the country they sell and the risks of nonpayment due to the buyer's financial deterioration (Berne
Union, 2020). ECI allows exporter companies not only to
minimize the risk of non-payment but also to offer
competitive payment terms to their buyers, enabling them to
increase their market share. Besides, they can get more
attractive financing terms from the banks. Since foreign
accounts receivable are insured, lending banks are more
willing to offer more attractive financing to increase the
exporter's borrowing capacity (The International Trade
Administration, 2019).
Within the ECI policy, the insurance companies insure
the receivables against commercial and political risks arising
from the companies’ export sales. ECI proposes either
“single-buyer” or a “multi-buyer” insurance facilities for
short-term (up to one year) and medium-term (one to five
years) repayment periods (The International Trade
Administration, 2019). On the other hand, with ECI, exporter
Introduction
In today’s challenging economic conditions, managing
risks has become a precedence for businesses (Jones, 2010).
The highest of these risks is the buyer company’s failure to
pay for imported goods/services. Funatsu (1986) argues that
credit insurance is a helpful tool to secure the (exporting)
companies against various risks in foreign and domestic
markets. The purpose of credit insurance is to indemnify the
loss of the supplier (exporter) company arising from the
losses incurred by the non-payment of the credit. By export
credit insurance (ECI), the exporter company is also covered
by political risks.
Moreover, the export credit insurance provides the
company to extend payment terms to customers in existing
and new / developing markets. The ECI also provides the
exporter companies a competitive edge in the market while
facilitating their business growth and improving access to
trade finance. Export credit insurance is provided by either
export credit agencies (ECAs) who are –generally stateowned institutions (e.g., SERV, SACE, NEXI, and
SINOSURE), private insurance companies (e.g., Coface,
Euler Hermes, and Atradius) or multi-nationals (e.g., African
Trade Insurance Agency (ATI), Islamic Corporation for the
Insurance of Investment and Export Credit (ICIEC).Within
this frame, this paper aims not only to give insight into the
export credit insurance (ECI) facilities to improve the
awareness of those facilities and reach long-term financing.
Export credit insurance
Trade finance has received particular attention during
the financial crisis as one of the potential culprits for the great
trade collapse (Auboin and Engemann, 2014). ECI provides
49
companies get an advantage over competitive companies by
offering longer-term and more risky payment opportunities.
Besides with ECI, exporter companies can enter into
emerging and risky markets, enlarge their share in existing
markets, and ensure their permanence in these markets. Since
right risk management is of great importance for the exporter
companies, having an ECI, the exporter companies are also
able to assume more risk and provide financial security
against possible losses.
x
x
x
x
x
x
x
Definition and covered risk
The insurance companies insures exporters against the
un-collection risk of the receivables resulting from
commercial and political risks (Auboin and Engemann,
2014). In other words, ECI is a type of insurance that assures
the collection of goods/services against commercial or
political risks (Euler Hermes, 2018). Through ECI, exporter
companies can not only enter into new markets but also
increase their share in the domestic and international markets
(Coface, 2018). They can also propose more risky payment
methods and deferred payment terms (such as open account)
to their buyers. This provides them a competitive advantage
against competitors. (Fitzgerald and Monson, 1988)
The commercial and political risks for the sales of goods
and services are listed as follows:
Furthermore, it should be noted that any trade contract
with public buyers is covered under political risk cover. At
this point it will be beneficial to underline the difference
between ECI and political risk insurance (PRI), which covers
the investor company’s risks in a foreign country arising
from an investment.
Table: 1 Political Risk Insurance versus Export Credit
Insurance
PRI
Narrow scope of cover
Complex product
Commercial Risks
x
x
x
x
x
Rarely a must for the
investor
Limited transactions
volume
Lack of risk and exposuremodelling tools
Reference: Credendo, 2017
Moratorium / announcement of a payment moratorium
by the government of the buyer company,
Default (buyer’s failure to repay, without any legal
justification (Eximbanka SR, 2009),
Non-acceptance of the goods (the buyer cannot accept
or refuse the goods for reasons that do not originate from
the exporter),
Insolvency, liquidation or judicial management of the
debtor company,
Protracted default (The failure of the buyer to pay the
contractual debt (ICISA, 2019)
x
x
x
x
x
ECI
Comprehensive scope of
cover
Straightforward product
(focus on credit risk)
Often a must for the seller
and/or the lender
Huge transactions volume
Plenty of risk and
modelling tools
Table: 2 Some Institutions offering PRI & ECI
Cover Rate
Institution
(%)
DHAMAN
90
MIGA
90-95
OPIC
90-100
ICIEC
90-95
OeKB
100
UKEF
90
DHAMAN
90
EKF
95
FINNVERA
95-100
GIEK
90
EULER HERMES
90-100
Reference: created by the author.
Political Risk
x
restricts the debtor from repaying debts in the agreed
currency (Sinosure, 2019)
Legal measure of the buyer’s country preventing the
payment (Eximbanka SR, 2009:3),
Foreign currency shortages and inconvertibility of
currency;
violence such as war, martial law, civil unrest,
insurrection, rebellion, revolution or riot;
cancellation of import /export licenses,
import embargo (ICISA, 2015:21),
Revolution, uprising, civil riots, general strike,
confiscation of goods by the government;
Political events (political violence, war and terrorism) in
the buyer’s country,
Sovereign payment default
governmental measures that prevent the performance of
a trade contract (ICISA, 2015:21)
Nationalization of the goods,
Expropriation, confiscation of the goods,
Inconvertibility of the currency or transfer restriction
(The government of the buyer’s country prohibits /
50
Maximum
Period (year)
15
15
20
20
25
15
15
18
20
20
8
data, such as financial statements or on quality elements.
Determining a credit limit is more objective when financial
statements are available. Nevertheless, being the publication
of balance sheets no mandatory in most countries, the
gathering of private financial data through information
sources may be hard (ICISA, 2015:51).
The loss incurred from the commercial and political
risks covered by the insurance company is generally
indemnified up to 95 percent, depending on the conditions of
the policy. (Coface, 2018).
The premium rate varies according to the buyer's
financial status, the due date of the invoice (s), the type of
payment, the risk category of the country in which the buyer
is located, and whether the buyer is a private or public (Euler
Hermes, 2018). The exporter company, in general, must pay
the premium at the date of commencement of the insurance
policy.
The parameters taken into account for determination of
the premium rate are listed as follows (ICISA, 2015:41).
As seen in Table 1, ECI has a more comprehensive
scope of cover and a straightforward product where PRI has
a narrow scope of cover and complex product. ECI is a more
common and frequently used insurance tool comparing to
PRI. There are several ECAs, multilateral financial
institutions, and private credit insurers offering ECI from
many different countries. Even some public ECAs are
established within the mandate to promote export in their
country. On the other hand, since the number of foreign
investments is not as large and prevalent as export
transactions, PRI is not common within ECAs and other
insurance companies. Comparing to ECI, PRI has limited
transaction volume and a lack of risk and exposure-modeling
tools. In Table 2, some institutions offering PRI are listed.
Coverage and Pricing
The ECI policy is settled between the exporter company
and the insurance company. The Policy can be issued as a
whole turnover or for a single buyer. Within the whole
turnover policy, the receivables of exporter companysupplying goods/ services to several buyers in international/
domestic markets- with credit terms- are insured (European
Commission, 2009). However, the single buyer insurance
policy is settled for insurance of the receivables of a single
buyer. The insurance company determines the insured value,
insurance period, and premium/retention rate within a whole
turnover or a single buyer insurance policy (Eximbanka SR,
2009:5). In both cases, the insurance company examines the
buyer companies' creditworthiness and arrives at a
creditworthiness figure and informs the maximum limit of
the amount that can be shipped at any point in time (ECGC,
2019). The insurance company issues credit limit depending
on the country's risk level, buyer's financial status, liquidity,
size, sector, profitability, payment behavior, and location.
Credit limits can be assessed based on quantity data, such as
financial statements, or on quality elements (ICISA,
2015:51)..
The main parameters for issuing the credit limit are
listed as follows (Funatsuki, 1986):
x Position of the sector, in which the buyer company
operates, in the world economy and in the buyer
company’s country,
x The political and economic situation of the buyer
company’s country,
x The financial position of the buyer company,
x Partnership structure, parent companies of the
buyer company,
x Exporter company’s risk diversification capacity
and overall quality of its portfolio,
x Exporter company’s past performance with the
buyer company.
Credit limits may be assessed based either on quantity
The subjective risk
The exporter company provides details of its company
and trade sector, the usual credit terms agreed upon, credit
management procedures, the current outstanding receivables
and the losses sustained in the past. The insurance company
has right to check the creditworthiness of the exporter
company and decide whether to issue a policy in favor of the
company or not (ICISA, 2015:41).
The objective risk
The portfolio of buyers plays a major role in determination
of the premium rates, like (ICISA, 2015:41):
x the spread of risks,
x the volume of turnover,
x the sector of the buyers,
x the creditworthiness of the buyers,
x the credit term,
x the eff ective credit term,
x the loss history,
Claims and Recoveries
A claim is a full/partial payment default of the
receivable up to the due date if the buyer company defaults
due to political or commercial risks (Eximbanka SR,
2009:7). The exporter company is obliged to present the
insurance company's potential loss notification within the
date agreed on the insurance policy. For the insurance
company to investigate the claim, the exporter must submit
all relevant documents and other evidence to the insurance
company (Eximbanka SR, 2009:7). The insurance company
instantly commences the investigation upon the receipt of the
51
base and resources necessary to avoid taking on excessive
credit risk. Many Canadian firms rely on basic risk protection
from government agencies like Export Development Canada
to support their international growth. However, given its
global customer base, Genetec wanted to work with a
commercial firm with a truly international reach. As a
private, global carrier, Euler Hermes has risk experts located
directly in the markets its customers sell into – an
informational advantage that can make a big difference.
Euler Hermes also frees its customers from many
administrative burdens typical of a credit. Genetec decided
to cooperate with Euler Hermes to control credit insurance's
support and protection to meet its growth targets. The
manager of the company underlines the value of credit
insurance, not just the protection. He highlights that they
took advantage of credit insurance to expand their business
faster and more effectively, not to solve a problem. More
specifically, credit insurance provides Genetec with a critical
and much-needed framework to support its credit decisionmaking process. By leveraging this framework, Genetec can
make decisions about extending credit to new customers in
unfamiliar markets much more quickly. The company's
manager underlines that have expanded their business to
smaller customers and customers in little known markets and
make credit decisions rapidly and confidently.
Now, the company representatives say that they can rely
on Euler Hermes, has all of the financials on the customer,
for support. They add that Euler Hermes analyze that
information to determine how much they are willing to
insure that customer. They believe that it is their
responsibility to decide if they want to stick to the credit limit
offered or if we want to take a bit more risk with a given
customer. With credit insurance and a reliable credit
management framework in place, Genetec has been pursuing
consistent and robust growth. The company representatives
say that credit insurance helped them grow safely because
they can assess risk much easier. Even before a sale closes,
Genetec often reaches out to Euler Hermes for credit insight
into potential customers and how that risk fits into the
company’s entire credit portfolio. Besides, using Euler
Hermes’s credit assessments, Genetec can immediately take
any necessary action whenever there is a change in an
existing customer’s credit status. The company
representatives say that every time Euler Hermes has advised
us of financial issues with a buyer, that turned out to be the
case. However, these issues do not necessarily result in
Genetec cutting off that customer’s credit. Instead, Genetec
teams from sales, finance, and credit management use this
information to identify potential alternatives for that
customer, such as a payment plan, pre-payments, or
temporary licenses. Genetec has also been able to leverage
Euler Hermes’s business intelligence power in the industry
to push customers to pay on time to avoid damaging their
credit profile (Euler Hermes, 2020).
potential loss notification. Subsequently, the insurance
company notifies the results of the inquiry on
indemnification. In case of a dispute between the exporter
company and the buyer company, the insurance company
may ask an enforceable court decision in favor of the
exporter company. However, the insurance company may
pay an advance indemnification if he considers the dispute to
be unjustified. The insurance company has the right to refuse
indemnification if the exporter company provides
false/distorted information regarding the claim. For the
insurance company to indemnify the exporter company's
loss, the premium must have been paid by the exporter
company in advance under the insurance policy. And the
exporter company must have been fulfilled his obligations
regarding the purchase agreement with by taking into
account all international trade practices, in particular, to
ensure precise and legally binding identification of the
parties and to agree on a suitable clause on the governing law
and method of resolution of disputes (Eximbanka SR, 2009).
The exporter company is also entitled to assign and transfer
all his rights arising from the insured receivable to the
insurance company solely and exclusively for the insurance
company's recovery proceeding.
Case Study (Euler Hermes)
Genetec, the Montreal-based company now generates 95
percent of its revenue outside of Canada, is a security
platform provider for large companies and government
agencies. The company focuses on protecting its clients'
property, people, and assets. The company has experienced
significant growth in recent years by expanding its
operations and customer base globally. Genetec has
consistently experienced strong demand for its products and
services. However, growth for growth's sake was not part of
the company's strategy. The company admitted that it must
manage the continued growth smartly and sustainably that
supports long-term global business goals. A crucial part of
this approach is deciding whether and how to extend credit
to new and existing customers throughout the world while
maintaining an appropriate credit risk profile. A large part of
Genetec products' market includes large companies and
government agencies that often represent low credit risk.
Since the company distributes its products through a network
of installers and resellers, which tend to be smaller,
evaluating their creditworthiness can be a long and
challenging process that requires them to make some credit
decisions based on incomplete information. To ensure its
continued growth and success, Genetec needed to strengthen
its credit management process and resources. "We were
looking for greater confidence when operating in foreign
markets, for example, and we wanted to develop the ability
to accept new customers in new markets without question,"
said Alain Côté, the company's chief financial officer. "We
recognized that we needed access to the credit knowledge
52
Coface, (2018). https://www.coface.fr/ (28/02/2020)
Credendo.
(2017).
Credendo
https://www.credendo.com/solution/political-riskinsurance-investments-structured-loan (24/04/2020)
ECGC. (2019). https://www.ecgc.in (24/04/2020)
Euler Hermes. (2018). Euler Hermes Web Site:
https://www.eulerhermes.com/en_global/discover-eulerhermes/our-activities.html (21/06/2020)
Euler Hermes. (2020). Euler Hermes Web Site:
https://www.eulerhermes.com/en_US/resources-andinsights/case-studies/genetec.html
European Commission. (2009). European Commission
Web Site:
http://ec.europa.eu/competition/state_aid/cases/232090/
232090_983216_60_2.pdf ( 24/04/2020)
Eximbanka SR. (2009). Eximbanka SR Web Site:
https://www.eximbanka.sk/buxus/old/docs/PD_PUP_A
BT_nove_bez_loga.pdf (14/05/2020)
Fitzgerald, B. And Monson, T. (1988). Export credit and
insurance for export promotion. Finance and Development,
25(4), 53.
Funatsu, H. (1986). Export credit insurance. Journal of
Risk and Insurance, 679-692.
The International Credit Insurance & Surety
Association. (ICISA). (2019). http://www.icisa.org/tradecredit-insurance/1547/mercury.asp?page_id=1687
(12/05/2020)
The International Credit Insurance & Surety
Association. (ICISA). (2015). A Guide to Trade Credit
Insurance. Anthem Press.
Lesher, M., & Miroudot, S. (2008). Foreign direct
investment spillovers and their inter-relationships with trade.
MIGA. (2010). MIGA Web Site:
https://www.miga.org/sites/default/files/archive/Docum
ents/WIPR10ebookchap3.pdf (21/05/2020)
MIGA.
(2019).
MIGA
Web
Site:
https://www.miga.org/political-risk-insurance (24/04/2020)
Morel, F. (2010). Credit insurance in support of
international trade Observations throughout the crisis. Trade
Finance during the Great Trade Collapse. Bern Union
Publications, 337-355.
Sinosure.
(2019).
Sinosure
Web
Site:
http://www.sinosure.com.cn/en/insurance/meci/index.shtml
(12/05/2020)
The International Trade Administration. (2019). The
International
Trade
Administration
Web
Site:
https://www.export.gov/article?id=Trade-Finance-GuideChapter-9-Export-Credit-Insurance (21/03/2020)
Outcome
In today’s competitive international trade conditions, the
export of goods/ services are exposed to a significant number
of risks, many of which are not within the control of the
exporter company. Those risks are mainly defined as
commercial and political risks. The main commercial risks
are insolvency or the buyer's payment default and
repudiation or refusal of the goods exported. The main
political risks are insurrection, cancellation of licenses, war,
embargo, terrorism, or the inconvertibility of the local
currency of the buyer’s country. Political risks can also occur
by the actions taken by the government of the buyer’s
country, which may prevent the buyer company from
fulfilling his payment obligations or importing the goods. So,
securing the collection risk is becoming more and more
crucial in the international trading environment. However,
fortunately, those risks can be reduced by ECI, which also
provides the exporter company a competitive edge in the
market. ECI also allows the exporter company to facilitate
his business growth and improve access to trade finance.
Also, to increase the export sales and establish market share
in emerging markets, the exporter companies will be able to
get more attractive financing terms from the banks. Since
foreign accounts receivable are insured, banks will be more
willing to propose more attractive financing terms, which
will increase the exporter’s borrowing capacity. So having
an ECI is a “must” tool for the exporter companies to
improve access to trade finance.
Besides, benefits of ECI can be resumed as follows:
profit and cash flow liquidity protection; risk avoidance by
focusing on credit control; information facilities while taking
commercial decisions to raise sales growth. In addition to
that, ECI allows access to potential buyers' financial history
and creditworthiness and the improvement of credit
management practices. As cash flow improves and ‘days
sales outstanding’ (DSO) are reduced, borrowings and other
finance lines are made more available due to increased bank
security. Furthermore, bad debt reserves can be decreased,
which free up capital; longer payment terms can be off ered.
On the other hand, ECI is an important risk management
tool not only to support the exporter companies’ overseas
/domestic sales against unforeseen commercial/political
risks but also to provide long term financing from the banks.
References
Auboin, M., And Engemann, M. (2014). Testing the
trade credit and trade link: evidence from data on export
credit insurance. Review of World Economics, 150(4), 715743.
Berne Union. (2020). Berne Union Web Site:
https://www.berneunion.org (28/02/2020)
53
54
International New Ventures as Integrators
Erik S. Rasmussen, University of Southern Denmark, Odense, Denmark
suppliers, organizations, and different types of customers.
In this paper, the discussion of the integrator type of INV
comes from a theoretical debate on the development of the
typologies of INVs and a case study of an integrator INV in
the renewable energy sector (primarily wind turbines).
Characteristic to the integrator type of INV is that it does not
own a particular spot in the global value chain from where it
can work upstream or downstream. Instead, the integrator
can integrate resources and skills from a large number of
partners for a project such as a wind turbine park. The
integrator type of INV thus has to be lean with a focus
narrowly aimed at its core competence and to develop this
competence on a global scale. However, at the same time, the
firm also has to be social, operating in a large number of
networks and relations and with a large number of potential
partners. From the first idea for a project to the final
construction, there will typically be 4-5 years. As often seen
in developer firms, for example, in large real estate projects,
the pressure on finance is high, as the income comes when
the project is handed over. The solution is close cooperation
with banks and other investors.
The purpose of the paper is to place the integrator type
of INV concerning other old and new kinds of INV and to
describe the firm from a case study. Furthermore, the
intention is to discuss how further research can classify and
identify integrators from, for example, extensive survey
studies.
Different types of international entrepreneurial firms
have been identified, from the Born Global firm and the
International New Venture to new classes such as Lean and
Global Startups. A new type of international firm is the
integrator firm. Through a case study of a firm in the wind
turbine industry, the integrator is described. The integrator
does not own a part of the global value chain but rather
integrates all partners. The competitive advantage of the
firm is its ability to integrate and optimize all resources and
competencies necessary for a large project.
From the start of the research in international
entrepreneurship, different types of firms have been
identified, from the Born Global firm with identification
through its international sales activities to the International
New Venture (INV) with a broader definition from all types
of value chain activities. In the last 5-10 years, new types of
highly international entrepreneurial firms have come to our
knowledge. Here, we attempt to identify them concerning the
classic literature. One example has been described as Lean
and Global Startups (LGS), see (Erik Stavnsager Rasmussen
& Tanev, 2015; Tanev, Rasmussen, Zijdemans, Lemminger,
& Svendsen, 2015). Lean indicates that these firms are
focused on their core competence and Global because they
find opportunities on a global scale. Another type is the
platform INV, which develops a product or service that is
used in a broad context internally in the firm or externally by
partners (Meyer & Lehnerd, 1997; Erik Stavnsager
Rasmussen & Petersen, 2017). Digital platform providers
seen as double-sided business models have also been
combined with the INV perspective (Muzellec, Ronteau, &
Lambkin, 2015; Ojala, Evers, & Rialp, 2018) extending the
network perspective of internationalization as in (Al-Laham
& Souitaris, 2008; Johanson & Mattsson, 1988; Johanson &
Vahlne, 2009). These new types of INVs all have a strong
core competence from which new products and services are
developed globally.
Besides the new types of INVs described above, another
type exists that is not currently well represented in the
International Entrepreneurship literature. This new type can
be called project-based firms or integrators and can be seen
as an extension of the classic developer type of firm (AlLaham & Amburgey, 2011; Blindenbach-Driessen & van
den Ende, 2006; Burke & Morley, 2016; Davies, Brady,
Prencipe, & Hobday, 2011). Their focus is on developing
large projects by integrating sub-suppliers, financial
The classical international entrepreneurship
approach
The research in international entrepreneurship often
starts with a surprise – a researcher or a consultant notices
something strange and tries to interpret this peculiar
phenomenon. The classic example is the start of the Born
Global research in Australia, where a consultant from
McKinsey found that the results of an internationalization
survey were contradictory to the established knowledge
(Rennie, 1993) and (Knight & Cavusgil, 1996). Parallel to
this, from case studies researchers in the US, started to
wonder what makes a firm international from the outset,
which leads to the definition and typology of INVs
(McDougall, Shane, & Oviatt, 1994; Oviatt & McDougall,
1994, 1995). In the classic INV research the typology is
linked to the value chain concept (and internationalization)
55
to be aware of competition as the incentive to innovation.
Tightly linked firms often create innovation and competitive
advantage in a GVC, but firms taking part in the innovation
also need to consider the competition.
as in this model:
Figure 1: Types of International New Ventures from
(Oviatt & McDougall, 1994)
New Types of INVs
This type of research typically starts with
identification of an empirical phenomenon, and from
draws theoretical conclusions. This paper continues
tradition by looking at new types of firms that
international right from the outset.
One of the results of the development towards more
dispersed and fragmented value chains globally is that firms
are increasingly specializing in a small part of the value chain
and developing new products and services from this. Some
IE firms are extremely focused on a narrow competence and
pivot around this competence. Such firms have been
described as Lean and Global Startups (LGS) (Erik
Stavnsager Rasmussen & Tanev, 2015; Tanev et al., 2015).
The LGS research has tried to combine two research
streams: lean startup firms and born-global startups.
Characteristics of the LGS type of firm is that the business
model of the firm develops from partnerships and relations
globally. The most important task for the firms is to
accelerate their entry into the global markets (Erik
Stavnsager Rasmussen & Tanev, 2015; Tanev et al., 2015).
The founders of the LGS type of firms typically have ONE
idea for a new product or service and, in line with the lean
startup approach, will pivot their activities around this
(Blank, 2013; Ries, 2011). They will have to operate in
complex and uncertain business ecosystems, especially when
this is done on a global scale. The LGS must choose its
operational focus related to its resources, capabilities, and
assets and, at the same time, maximize its operations through
external resources and partnerships globally. The LGS type
of firm is typically a high-tech firm with strong competence
in product or service development, often with an extremely
narrow focus seen from a value chain perspective but with a
global outlook.
Another type of INV that, to some extent, has some
similarities to the LGS, is the Platform INV. The firms
develop a product or a service that can be used to create a
broad line of products and services internally, or externally
by partners (Erik Stavnsager Rasmussen & Petersen, 2017).
A platform can be seen as "a set of individual products that
share common technology and address a related set of market
application" and "a network of interdependent components
that work together to try to accomplish the aim of the
system"; both quotes are from (Meyer & Lehnerd, 1997).
Platforms are not just technology but must be seen as a
structure upon which companies can develop new products
and services and then market them. The structure can be
placed inside a firm but will often take place in an ecosystem
of several firms and other actors. The platform is the center
of activities in the firm where its core competence is situated
and where it has its competitive advantage. Around this
center are placed the applications developed from the
platform and solutions designed for each customer.
the
that
this
are
The Global Value Chains
In the classic International Business research, the focal
firm (typically a Multinational Enterprise (MNE)) creates a
business model at home. Subsequently, it applies it to new
markets all over the world (Alcácer, Cantwell, & Piscitello,
2016; Hymer, 1960). The centralized perspective has been
challenged by the development of, in particular, innovation,
where firms have to focus more on the integration of
knowledge than on its dispersion. Global Value Chains
(GVCs) become more fragmented and more complex leading
to, on the one hand, firm specialization in parts of the value
chain, and, on the other, to competition between the value
chains. New digital technologies have, to a large extent,
disrupted the classic GVCs – how activities are organized
and how and where (Strange & Zucchella, 2017). This
development has led to increasing fragmentation of the
activities and to more agile GVCs that can shift functions and
locations in a short time. The further development of 3D
printing and Industry 4.0 will probably lead to additional
fragmentation but also a local concentration of activities
where local firms may play a more significant role (Laplume,
Petersen, & Pearce, 2016).
International firms need to integrate knowledge across
national boundaries and internal and external actors. The
subsidiaries of the MNEs experience more autonomy and
have to operate in institutional settings and internal/external
networks that are increasingly complex (Cantwell, Dunning,
& Lundan, 2010).
The development of the MNE towards the role as the
conductor of a large number of international networks and
GVCs (Ghoshal & Nohria, 1993; Gulati, Nohria, & Zaheer,
2000) leaves room for small entrepreneurial and highly
international firms. These new specialized players have to
operate in a fragmented world of value chains in many
locations and to decide where to proceed (Alcácer et al.,
2016). It is necessary to create value through cooperation but
56
firms often depend on resources from outside the firm as
freelancers, temporary workers, suppliers, and different
types of partners. External networks have thus been
described as having increasing importance in setting up the
project organization through learning across firm boundaries
(W.W. Powell, Kogut, & Smith-Doerr, 1996; W. W. Powell,
White, Koput, & Owen-Smith, 2005). This development has
led to a new type of network firm that combines the
coordination competence of project-based firms with access
to network resources.
In (Stephan Manning, 2017), the focus of project-based
firms is thus extended to the Project Network Organizations
(PNOs) that combine the coordination capacity of the
project-based firm with the resources of the network. PNOs
are defined as organizations that: connect legally
independent, yet often operationally interdependent
individuals and organizations in strategically coordinated
sets of core project teams and flexible partner pools that
sustain beyond singular projects (Manning, 2017: 1399).
PNOs are identified in construction, event organizing,
complex industrial development, research, film and other
types of activities (Stephan Manning, 2017; S. Manning &
Roessler, 2014; Stephan Manning & Sydow, 2011).
PNOs typically consist of stable core teams across
organizational boundaries, supplemented with freelancers
and independent partners (Stephan Manning, 2017; S.
Manning & Roessler, 2014; Stephan Manning & Sydow,
2011). The governance mode in the PNO is typically more
informal with a loose structure compared to the project-based
firm, which has a hierarchical structure. The ties between the
partners in the project will be a combination of strong ties
with formal contracts and weak ties based on informal
relations and trust (Granovetter, 1973, 1983, 1985).
Innovation and internationalization in this type of firm are
performed by pivoting around the core idea or platform, as
described in the lean literature (Blank, 2013; Ries, 2011).
Pivoting around the initial idea is related to products and
services, customers and users, and new country markets. The
platform types of the firm have an extreme focus on the core
platform but at the same time must be able to mobilize a high
degree of agility in the product and market development
(Meyer & Lehnerd, 1997; Erik Stavnsager Rasmussen &
Petersen, 2017; Erik Stavnsager Rasmussen & Tanev, 2015;
Tanev et al., 2015).
Digital platform providers and INVs have come into
focus over the last couple of years (Ojala et al., 2018). From
this perspective, digital platforms are seen as double-sided
business models (Muzellec et al., 2015) combined with the
INV perspective of internationalization. The global digital
platform providers can be seen as an extension to the classic
network perspective of internationalization, such as
(Johanson & Vahlne, 2009). The new element in this theory
is that INVs are not reliant on the networks and relations, and
thus the resource base of other firms, but have to build their
resource base (Ojala et al., 2018).
The development of the identification of new types of
INVs can be seen in a broader perspective as the
development
of
integrating
innovation
and
internationalization views, as in (Kriz & Welch, 2018).
Innovation and internationalization cannot be seen as
separate processes in the INV but are part of a dialectical
process with uncertainty as a critical issue. One way of
dealing with uncertainty in the INV is to have a strong focus
on the vital activities of the firm – in internationalization and
innovation.
Characteristic of both the LGS and platform types of
INVs is thus that they have a strong core competence from
which they develop new products and services and expand
globally. However, some firms instead focus on integrating
resources from other firms and not build their expertise – the
developers or integrators. These firms are not part of a global
value chain in the traditional way and can neither be seen as
buyers nor sellers in a global value chain. Instead, they
integrate and create links across the value chains and develop
projects on a worldwide scale.
The Integrator Type of Firm
The characteristic of many of the firms described above
is that they will have a core competence placed somewhere
in a global value chain. From this place, they will serve other
firms upstream or downstream from the value chain or
integrate resources from other firms in the value chain.
However, some firms are not placed on a particular spot in
the value chain. This type of firm will be in contact with all
potential partners in the value chain through both strong and
weak ties. Their competitive advantage lies in their ability to
integrate all necessary resources and competencies for a
project with a large number of partners and over a long time.
The firms will thus be labeled integrators. The budget for
projects is large, often 100 times higher than the annual
turnover of the firm, and the partners will, in many cases, be
firms that are much larger than the integrator.
The integrator will need close contact with potential
customers and buyers of the project, with investors that are
willing to invest in the project, and governmental agencies
Project Network Organizations (PNO)
Project-based firms have their focus on developing
projects in software development, R&D, construction, and
other complex products and systems. A project can be
defined as a temporary system with multiple actors and
sophisticated, unique tasks (Lundin & Söderholm, 1995).
Project-based firms are primarily built around coordinating
projects, often in inter-organizational projects with legally
and operationally independent partners (R. M. Bakker, 2010;
René M. Bakker, Boroş, Kenis, & Oerlemans, 2013). The
57
In the individual meetings, the discussion was focused
on four themes: personal and organizational behavior, the
creation of the business model, analysis of the cash flow, and
suggestions for collaborative projects to develop strategic
innovation. A summarization of these issues with an
overview of company activities was presented at the first
network meeting. An enhanced understanding of the network
could be obtained from the near-shore business and the
participating organizations on organizational behavior,
business models, and suggestions for projects for
collaborative strategic innovation.
One of the firms in the project was the integrator in focus
in this paper. Two managers from the firm took part in a oneday session with interviews and discussion and participated
in all network meetings. All meetings were recorded on tape
or video and transcribed and analyzed with the help of the
software program NVivo. Information about the business
model of the firm has been gathered from secondary sources
and the other partners in the project.
and NGOs to gain access to information about potential
projects. From the first idea until the final project is
established, the timespan is several years where the
integrator will not have an income. If the project is not
realized, the integrator will not have an income. This leads
to a situation where the firm needs a solid financial base
combined with smaller projects (typically service of existing
projects) that can generate a short-term turnover.
The Case
The remaining part of the paper will discuss a case study
of a Danish project-based INV in the renewable energy
industry. The firm is five years old and has around 100
employees, which are primarily working from the main
office in Denmark but also from hubs in China, Africa, and
the US. The firm initiates a new project, which could be a
near-shore wind turbine park on the coast of Poland, a large
solar cell park in Africa, or a grid for the integration of
electricity in China. The process typically starts with
negotiations with governmental or local institutions to
acquire a license for years. Following this, a project group is
established with, usually, four people for six months to a
year. Their role is to find sub-suppliers for the technical part,
to calculate the cost of the project, find financial
organizations that are willing to invest in the project, and,
ultimately, to find potential customers for the energy
produced.
In the actual project, which ran from 2017 to 2018, the
focus was on near-shore wind turbines with a Danish harbor
as the focal point and hub.
The Integrator Firm in the Case
As mentioned above, the firm is five years old and has
around 100 employees, which are primarily working from
the main office in Denmark but also from hubs in China,
Africa, and the US. The firm can be described as a projectbased INV in the industry of renewable energy and the firm,
typically, initiates a new project which could be a near-shore
wind turbine park on the coast of Poland, a large solar cell
park in Africa or a grid for the integration of electricity in
China. The process starts with negotiations with
governmental or local institutions to acquire a license for
years. A project group is then established with typically four
people for six months to a year. Their role is to find suppliers
for the technical part, to calculate the cost of the project, find
financial organizations that are willing to invest in the
project, and, ultimately, to find potential customers for the
energy produced.
We don't have any overhead costs, and we focus on
the details. We are incredibly aware of the prices. We
challenge our suppliers extremely, and we take a risk.
We know what the wind turbines cost and have had many
partners, and we know what everybody in the industry
pays. The suppliers must adjust to our calculations. In
the old days, you could share the public support, but this
is gone now. Everything is done on market terms; there
is not anything to share now. What cost 2 million Euros
two years ago now has to be done for 1.5.
Manager in the integrator firm
Methodology
The research project can be seen as a classic case study
following (Yin, 2013) and (Eisenhardt, 1989; Eisenhardt &
Graebner, 2007) but not with a firm as the starting point of
the case. Instead, a project in the wind turbine industry was
used as the setting for the case. Around the project, a large
number of firms and other actors took part with the integrator
firm as the coordinating unit and as the principal organizer.
The research was conducted from September 2017 to
June 2018 (with contacts later in 2019) using a qualitative
approach amongst actors related to near-shore wind parks
and a harbor close to these near-shore parks. The research
started with individual meetings with four main business
actors involved in the work to be conducted on the near-shore
wind parks and at the harbor space. These one-on-one
research meetings took 3-5 hours each and were held before
the first collaborative network meeting. Two managers from
each organization participated in the research. The first
collaborative network meeting between the actors was
conducted in October 2017 with a duration of 6 hours. The
next networks were held in March 2018 and in May 2018.
When all partners have agreed on the terms specified by
the firm, a plan for the establishment of the project can be
laid out, and the process of building, for example, the solar
cell park, can start. From the first idea to the operation of the
58
investors and not through the integrator firm. The cash-flow
for the firm comes from surveillance and service and from a
small percentage of the cost of the operations. An example is
insurance, which is a substantial cost in offshore energy
projects (up to 10% of the total cost). The firm collects all
the necessary types of insurance for the project and afterward
and sets up a tender for the overall insurance. This will
generally be cheaper for the participants and more effective,
and the integrator will receive a small percentage of the total
cost for taking care of the insurance.
It's always a problem if you, for example, have a crane
that lifts a blade from a vessel to the harbor and back
again to another vessel – who is responsible if it's lost
or damaged? Do you play the blame game? Who pays,
do you have to have insurance twice or three times?
Interfaces are essential to get a better price – who has
the responsibility, and which insurance will cover what?
Maybe we could do it together instead.
Contract manager in the integrator firm
project, there will typically be 4-5 years. As it is often seen
in developer firms, for example, in large real estate projects,
the pressure on finance is high as the income comes when the
project is handed over. The solution is close cooperation with
banks and other investors.
We start with a site and a project, and we establish
contacts with a wind turbine producer, for example. We
arrange with a firm to build the roads, another to
construct the foundations, another to build them, and so
on. Then we make arrangements for the installation.
Manager in the integrator firm
The market for wind turbines and other types of
renewable energy such as solar energy, has changed
substantially over the last few years:
What drives this market is industrialization. We have
some wind turbines now that are standardized and
produced in large numbers. Standardization and
professionalization are keywords in development. You
can see the same development in the foundations, the
grid, everywhere. And the competition has changed from
support from governments to public tender and a
market.
Middle manager in the integrator firm
Investors are fundamental, and the relation to them is a
crucial point for the firm. They have to work systematically
with investor relations over a long time.
Some of the pension funds – we have had projects with
them again and again. There is already a relation —
knowledge – meetings every third or fourth month with
key account managers. When the relationships have
been created, we maintain them and take care that they
are happy with the product they have received.
Finance manager in the integrator firm
The firm 'owns' the rights to the project but not any part
of the value chain. It integrates resources and capabilities
from a large number of partners. This integration includes
end-users such as large companies or governments and
financial institutions and investors such as banks and
insurance companies.
The customers for the electricity will typically be large
companies such as Ikea or producers of electricity, which, in
many cases, are owned by governments.
The largest 100 companies [measured in how much
electricity they use] have set up an agreement that
promises they will be CO2-neutral and more companies
have joined them. They want green energy but also a
competitive price, and we can hedge the market price.
We offer them a contract over 10-15 years and a stable
price without any risk.
Project manager in the integrator firm
To manage investor relations, customers, and a large
number of sub-suppliers is frequently an intricate process.
Often the investors have to be part of the project before
contracts with buyers and sub-suppliers are signed.
Well, the investors are making what you could call due
diligence on contracts with sub-suppliers, customers,
logistics, and so on. We have to give the investors a
price, but we can't provide a final price when we have
the contract. But the investors know us and the suppliers
and the conditions, and we trust each other. We have to
keep track of our value chain before we can calculate
the price, but we need the investors before we can sign
contracts.
Supply-chain manager in the integrator firm
The project is typically split up into smaller pieces and
sold to investors that will receive an income from the endusers. The integrator firm guarantees a certain amount of
production and takes care of surveillance, service, and
maintenance, but these activities are typically outsourced to
specialized firms.
We typically sell the project to investors such as pension
funds or insurance companies – they use the wind
turbines, and then we sell the electricity to the users. We
thus both sell projects [wind turbines] and electricity.
Project manager in the integrator firm
The cash flow is thus ultimately from end-users to
The business model of the integrator firm is to a large
extent different from that seen in traditional production or
service firms. This is primarily because the firm focuses its
attention on the flow between the partners and the
coordination of activities. The challenge for the firm is to
find alternatives – both amongst the suppliers and new
technical solutions – that can reduce the cost of building
wind turbines at sea for example. Project management in
close cooperation with a large number of partners is thus a
59
(Ardichvili, Cardozo, & Ray, 2003; Sarasvathy, Kumar,
York, & Bhagavatula, 2014). Opportunities come when the
integrator firm succeeds in bringing up to 20 partners
together in one project and, at the same time, keeping the
partners away from each other because if the partners get
close, the risk is that they will establish the project without
the firm next time.
key issue.
Contracts with suppliers of wind turbines, grids,
transportation, harbor facilities, etc. have often to be
arranged before the final sales and investor arrangement has
been settled. This means that a high level of trust must be
established between the firm and all the partners, which are
often considerably larger than the integrator.
The process was drawn by the managers of the firm at a
group meeting as shown below:
Conclusion and Further Research
Figure 1: The process of the project in the integrator firm
Several lessons can be drawn when looking at the
integrator firm. First of all, it is crucial that each project takes
3-5 years before any income is seen. This time horizon,
combined with the large size of the projects means that
finance is a crucial part of the process for the firm. In the
interviews, the project managers from the firm describe how
the CEO and owner of the firm uses a substantial part of his
time in building and maintaining relations to banks and other
financial institutions.
Long-term relations to investors are another essential
task for the senior management of the firm. Connections to
sub-suppliers, logistic operators, harbors, governmental
agencies, and customers for the electricity will be taken care
of by the project managers. In the firm, the project managers
from different types of projects (wind turbines on land, nearshore wind turbines, extensive solar panel facilities, and
other electricity-producing facilities) will exchange
information related to, for example, the quality of a subsupplier.
It could be asked what the core competence of the firm
is, or whether the firm has a core competence at all. All
technical knowledge is from sub-suppliers, and the firm does
not own or control any part of the value chain. However, the
firm must be able to understand the knowledge from the subsuppliers – and to use it in a business context. Moreover, it
could be asked why the project partners do not establish the
project on their own and cut the integrator out. As shown
with the example of insurance, the answer is that the firm can
optimize the connections between the partners. Each partner
is a specialist in a small part of the value chain – towers for
wind turbines, grids for electricity, vessels for service of sea
wind turbines, and so on. The only exception is the large
electricity producers and buyers that would be able to
establish projects.
The problem for these firms is that they are not used to
work with groups of investors or to negotiate contracts with
a large number of sub-suppliers and service firms.
Furthermore, project management and service/maintenance
are not part of their crucial competence. The ability to
integrate technical and business knowledge from a large
number of partners, could be seen as the integrator firm's
core competence, together with the skills in social
interaction. Opportunities and ideas come from cooperation
with old partners, new potential partners, and contacts
During the interviews, the know-how of the integrator was
described as:
• Technology and business are combined in the business
model of the firm
• Interfaces between suppliers and logistics are optimized
• We know all the suppliers, and they trust us even if we
do not use them right now
• We are experts in the management of large projects over
a long time
To know all firms in the global value chain and the
investors, together with existing and potential customers for
electricity is the key to the integrator firm's success. The firm
must be able to build trustworthy relations with a large
number of people and firms and to keep these contacts alive.
In this way, it resembles the project firm. However, the
project-oriented firm will typically work on one project, and
often the firm will disappear when the plan is finalized.
The integrator works on several projects at the same
time and can move relations and experience from one project
to another, as described above. An example is the crucial
relations to investors where a successful project will often
lead to new investments in other projects by the same
investor.
Opportunities are not found seen from this firm's point of
view but are created and created on a global scale
60
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outside a potential project.
Most of my time goes with meeting people, drinking a
cup of coffee, inviting them to see a project or a place
for a new project, social activities, telephone calls, and
so on.
Project manager in the integrator firm
Further research will have to answer the question of
whether it is possible to analyze the internationalization and
founding of a firm that is not part of a value and production
chain. They have no production and no sourcing and no sales
and marketing in a traditional sense. They do not own the
resources – financial institutions own physical resources
such as the wind turbines. They have no sales – the sale of
electricity is between the customers and the owners of the
resources. They guarantee a certain level of production, but
the service and control are outsourced to other firms. The
core competence of the firm comes from its ability to operate
and navigate in networks with a large number of relations
over a long time.
The case above is drawn from just one firm, and a
problem in further research is how we can identify the
integrator type of INV in more extensive research projects,
for example, survey studies. The definition of an integrator
INV will be crucial, and the description of the variables that
can lead to the identification. We can see from other case
studies in many industries such as software development,
robotics, health solutions, and others that are characterized
by having large projects over a long time that integrator firms
exist there.
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62
Too Much Culturally Aware? When Intercultural
Reconciliation Fails in Business: The Case of IKEA in
Saudi Arabia
Jérôme Dumetz, Plekhanov University, Moscow, Russia & Unicorn University, Praque, Czech
Republic
Valentina Zanolini, Plekhanov University, Moscow, Russia
Caitlin Morgan, University of Liverpool, Liverpool, United Kingdom
displayed global values.
Adaptation is at the core of cultural adaption in business.
Using the Trompenaars Hampden-Turner’s model, the term
dilemma is appropriate (Trompenaars, 2011). Companies
expanding internationally are traditionally confronted with
the dilemma of either going “global” with a product,
marketing and an overall strategy applicable all over the
world, or they decide to go “local” and fully adapt to the local
characteristics such as language, beliefs and of course
cultural norms. This goes beyond academia when global
brands are the subject of frequent criticism for minimising
cultural differences (Pelletier, 2012; De Bono et Al, 2008).
The role of culture as a strategic risk for companies
doesn’t need more advocates, there is an abundance of
examples featuring spectacular failures when home’s values
and norms meet local cultural reality. Indeed, in order to
position themselves into the foreign market, companies need
to adapt to the local culture and to deeply understand the
local society. But what happens when a company’s strategy
of local adaptation contradicts the firm’s displayed global
values? This article reviews the case of IKEA from Sweden,
a leading furniture distributor, in its failed strategy to
reconcile Saudi Arabia’s strict cultural requirements with
the company’s global values and brand philosophy, causing
a media reaction in the Western markets.
Failed adaptation
Keywords: Strategy, Cross-cultural management, SaudiArabia, Political risk
On October 1st 2013, the Swedish edition of the Metro
newspaper reported two different versions of the IKEA
catalogue, introduced by the title “IKEA deletes women”.
The two versions came from the standard catalogue on the
left, and the Saudi Arabian catalogue on the right as
presented on figure 1:
The promotional picture represents a family in their
bathroom, surrounded by IKEA’s goods and furniture. In the
Saudi Arabian version, the woman cannot be found - she has
been totally erased from the picture. The photo editing is
done professionally so there can be no doubt it was
deliberate.
The information started to spread quickly all over
Europe and North America, taking the furniture giant aback.
The situation illustrates one of the increasingly common
dilemmas of globalising companies: how can you adapt to
the local cultural context and keep its brand image associated
with a liberal, western world? On the one hand, IKEA needed
to adapt to strict cultural particularities to ensure its position
on the Saudi Arabian market; on the other hand, the Swedish
company needed to stand by its displayed values of diversity
Introduction
Companies’ global strategies require a particular
attention on a company’s assessment strategy over the
international business sphere (Porter, 2008). It is therefore
fundamental that internationalizing companies consider
intercultural risks in their foreign projects (Ghemawat,
2007). A lack of consideration of cultural and specific
features of a market could result in ineffectiveness and loss
of profit or market share (Dumetz et Al, 2012).
For the last 40 years or so, cultural differences are well
known to influence business internationally, and the
literature review abounds of methods and observations.
(Adler, 1980, Hofstede, 2001; House, et Al., 2004) There are
a vast number of examples of failures are made by companies
when trying to adapt to the cultural realities of a market.
They are beyond the scope of this article. Occasionally, a
new phenomenon appears: companies who are so focused on
adapting to their customers’ culture that they contradict their
63
In the same way they censored South Korean female
swimmers in an article of the International Herald Tribune.
Other companies have adapted to the Saudi Arabian
context. Starbucks, an international coffee chain from the
USA, had to redesign their brand logo specifically for the
Saudi market.
They deleted the famous, and rather stylised, mermaid
represented on the logo of the brand (fig 3) to keep a starry
sky and waves.
and gender equality. It appears that IKEA chose the most
drastic option of directly erasing the woman from the
standard catalogue, hoping for an appeasing compromise.
In Saudi Arabia, a country where religion is interwoven
with the legal system, the representation of women has to
undergo a series of regulated strict controls. The dress code
for women in Saudi Arabia must follow Islamic laws, they
have to be decent and respectful to the law. Women are
forbidden to go out in public without their veil (Hijab) and
are obliged to wear a long “modest” dress. The concept of
“modesty”, “decency” and respect is based upon values
understood by the society, but like any values (unlike rules),
they are bound to be interpreted in different ways. At the
same time, medias such as advertisement, catalogues and
information supports have to conform to the Saudi Arabian
rules when representing women.
Figure 2: Saudi Arabian Le Figaro and International Herald
Tribune censorship2
Figure 1: Standard Vs Saudi Arabian IKEA catalogue (from
Corriere) 1
Figure 3 : Standard Starbucks vs. Saudi Arabian logo1
Foreign players entering the Saudi market, quite
logically need some necessary adaptation to avoid legal
issues such as blasphemy. Not only is full nudity taboo, but
even partial nudity (shoulders, arms or face) is severely
restricted.
For example, in an edition of the French newspaper Le
Figaro sold in Saudi Arabia, an advertisement page for a
periodical art insert included with the newspaper was found
to contradict the local norms. The cover of the book
represented on the advertisement displayed the famous 15th
century painting of Botticelli, The Birth of Venus. The Saudi
Arabian censorship authorities covered the nudity in the
work of art by simply gluing on pieces of paper (Fig. 2, left).
The Swedish clothing chain H&M also didn’t distribute
the same catalogue in Saudi Arabia as in Europe (2012) in
particular in the undergarment section as presented on figure
4. Here again, the female model was simply taken away. For
obvious reasons, the appearance of this model was not
deemed modest.
Another example was carried out by Givenchy, a French
perfume brand. In the advertisement for the perfume
Indécence, the photography is very different in the Western
countries and the middle-east ones. As visible on picture 5,
the original French picture displays semi-nudity which is
1
The new IKEA catalogue in Saudi Arabia is without
women.
https://www.corriere.it/cronache/12_ottobre_01/IKEAarabia-saudita-censura_ad4e1912-0bc6-11e2-a62617c468fbd3dd.shtml
2
IKEA in Saudi Arabia. http://gestion-des-risquesinterculturels.com/risques/IKEA-en-arabie-saoudite-quandadaptation-rime-avec-contradiction/
64
excessive interpretation of the concept of “decency” and
“modest clothing”. Cultural and, in this case, religious
norms, were wrongly understood as a ban to display women
altogether.
Immediately, IKEA passed their responsibility on to the
Saudi Arabian franchisee. IKEA’s famous catalogue is
widely distributed (more than 200 mil. copies are printed
each year), and is well known across the world. Thus, their
statement did not have much credibility as the probability of
a franchisee deciding to amend the catalogue without the
approval of the head office is unlikely. The Swedish giant
rapidly reconsidered its statement and claimed the error
didn’t come from the local franchisee, but during the
production process in Saudi Arabia.
They referred to the problem as an error, yet, it is
unlikely that this was an error given the time and effort put
into a production of the catalogue from the furniture
company. It is expected that such modifications would
undergo a series of checks and validations by a number of
managers.
IKEA’s contradiction grew over time: misinterpreting
“decency” as “a ban on women”, lying about their
responsibilities, blaming their Saudi Arabian franchisee and
referring to the problem as a mere “error” added fuel to the
controversy.
understandably inappropriate for the middle-eastern
audience. As a result, the picture used a fully-clothed model,
yet keeping a suggestion of provocation
The erasing of the female figure from Starbucks’s logo,
the disappearance of the female model from the H&M
catalogue and the modest and different clothing of the
Givenchy model did not undergone the same media scandal
as IKEA in the western world. Neither of the aforementioned
companies focus on diversity and inclusion in their
communication like IKEA is known to do.
Figure 4 : H&M French vs. Saudi Arabian Catalogue3
Figure 5 : Givenchy standard advertisement vs. Saudi
Arabian4
Failed reconciliation
IKEA’s marketing attracted the attention in the Western
World for two main reasons: Firstly, there was an evaluation
and communication error, and secondly, there was a strong
contradiction with the company’s philosophy.
In their effort to adapt to the Saudi Arabian cultural
context, IKEA decided to censor a family picture in which a
woman was wearing her pyjamas covering her entire body.
IKEA acted in order not to incur cultural risk, but due to an
Beyond this mismanagement, IKEA’s failure in Saudi
Arabia is strategic: The blunder reveals a fundamental
contradiction between local adaptation and the company’s
brand values and philosophy.
IKEA is a strong instrument in Swedish soft power. It’s
a means for the country to develop an international visibility
and image. IKEA encompasses the values of the Swedish
society, starting from the furniture design, to a lifestyle and
even food. Their logo (using the Swedish colours of yellow
and blue) is reminiscent of the national flag. For many
decades, IKEA has overtly advertised progressive values
such as gender equality, racial diversity and same-sex
families. Well aware of cross-cultural issues, the company
displayed a diverse choice of models in its catalogue.
As a consequence, when the company adapted its
strategy in Saudi Arabia by limiting female visibility, they
turned those proclaimed values upside-down.
With IKEA being a global company based on a
universalistic strategy, they provide the global market with
an undifferentiated product marketing strategy. In the
meantime, the company also pledges to respect local cultures
and traditions. This has become a modern-day cultural
3
4
Failed Communication
IKEA in Saudi Arabia. http://gestion-des-risquesinterculturels.com/risques/IKEA-en-arabie-saoudite-quandadaptation-rime-avec-contradiction/
IKEA in Saudi Arabia. http://gestion-des-risquesinterculturels.com/risques/IKEA-en-arabie-saoudite-quandadaptation-rime-avec-contradiction/
65
dilemma because, in an ever-connected international
environment like today, particularistic adaptation to a local
culture can contradict universalistic values of others.
In their attempt in to adapt to the Saudi Arabian cultural
and political dimensions, IKEA compromised between the
company’s values and image and the local regulations,
resulting in a contradiction of their philosophy based on
gender equality and freedom of expression. Considering
THT framework of dilemma’s reconciliation, adapted to the
Global vs Local dimension, several options
appear (see figure 6). Going fully global with identical
magazines distributed around the world can be labelled a
10/1 (10 for Global, 1 for Local). Vice-versa, would IKEA
go entirely local (1/10), it would create entirely new
magazines for each market, with new photos, layout and
format. Instead, IKEA went for a lukewarm compromise of
adapting some pictures to the local requirement by erasing
the women! As ever in cross-cultural marketing, compromise
often frustrates both parties, and is different from
reconciliation which requires creativity.
The introduction of local taste and tradition within the
IKEA promotional strategy would have shown not only local
knowledge, but also culture appreciation and respect coming
from IKEA. Moreover, their standards of inclusiveness
would have been accepted by the Saudi Arabian regulators
concerning women and their looks, finding the perfect
combination in simply representing a real local Saudi
Arabian woman living her daily routing thanks to IKEA’s
furniture and products.
Conclusion
IKEA’s marketing misfortune in Saudi Arabia illustrates
an increasingly spread dilemma of modern international
management: The combination of the company’s
universalistic values promoting gender equality, and the
respect of the particularistic cultural context. The dilemma
becomes evident when IKEA decided to erase all women
from their Saudi catalogue resulting in an international
outcry by progressive activists and patrons used to IKEA’s
diversity policies. IKEA’s universalistic global strategy
could have built reconciliation by adapting to the local
specificities while staying faithful to their brand philosophy.
For instance, the company could have hired Saudi female
models and display them in the same situation as showcased
in the standard, global catalogue.
Figure 6: Reconciliation proposal (authors’)
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IKEA’s strategy is mainly based on compromise
(believed to be adaptation), but is not a reconciliation of the
two extreme values of respecting local restriction and
keeping its European strive for gender equality. A successful
reconciliation would benefit both extremes. The questions
needed to be asked are: How can universalistic values
influence Saudi’s opening up to more equality, as announced
recently by its leadership?; and how can knowledge of the
local cultures add value to the brand worldwide? The
complete disappearance of female figures from their
catalogue could have been substituted with locally adapted
images, with photographs of either Saudi women in local
robes, or foreign woman dressed following the local social,
cultural and political standards. With more than 200 Mil
copies of the catalogue printed each year, IKEA could
probably manage to use various photo stocks with local
characteristics, and still keep its iconic, universalistically
designed catalogue.
66
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68
The Deep Impact Lean Startups:
Founders for Future start with deep impact!
Harald Bolsinger, University of Applied Sciences Würzburg-Schweinfurt, Würzburg, Germany
Bernd Hanheiser, Impact 4 Entrepreneurship gGmbH, Berlin, Germany
[A preprint of this article without graphics was published under urn:nbn:de:bvb:863-opus-17994]
entrepreneurship are closely linked and together they are a
key force on the road to achieving a responsible economy,
(Leal-Millán et al. 2018, p. 3) which has to be based on new
ethics of holistic corporate responsibility. To achieve this,
entrepreneurship is necessary that replaces outdated and
destructive business models and products and aims at the
common good with new economic activities that are a
blessing for all.
Entrepreneurs are people who start businesses in the
knowledge of risks and opportunities. They are often seen as
a source of innovation - for new products, services and
solutions. (Roberts and Lall 2019, p. 203) Entrepreneurship
pursues change in the way how people and companies work
and live. (Ripsas and Hentschel 2017, p. 61). Impact
Entrepreneurship also pursues good effects in the sense of
blessing people, the environment and every creature. This
Unfolding the potential of Founders for Future
systematically and pragmatically with the virtuous circle
process model Deep Impact Lean Startup (DILS). DILS
shows, how witty visionaries can change the world positively
with successful new companies and is a proposal for modern
didactics in entrepreneurship education to unfold
sustainable and profitable solutions for pressing global
challenges.
We need Founders for Future!
Our world faces great economic, ecological, cultural and
social challenges, which can only be mastered by new and
innovative action! Entrepreneurs are equally key to a healthy
econ-omy and to the ethical well-being of a society. (Miller
and Collier 2010, p. 80) Sustainabil-ity, innovation and
69
A sufficient transformation of established listed companies
by their own means for the necessary changes seems
theoretically possible - but not practically! Profitable
functioning business models that have integrated bad and
destructive management as a matter of course are difficult to
change. If the political framework conditions do not create a
regulatory compulsion to change, such companies will
remain in their old business models, since capital owners
generally show little interest in high-risk innovations on a
large scale. No board of directors will ever radically turn the
entire business model and business conduct upside down - at
least not without risking their own career. Real change in
sufficient time to meet the current challenges of humanity
therefore requires compelling new thinking and radically
sustainable action in new companies. Companies that operate
sustainably right from the start! It is no less necessary than a
completely new spirit - an attitude that purposefully and
innovatively replaces bad with good, and at the same time
takes new paths in a convincingly consistent manner for the
benefit of all involved. We need new ways of doing business,
which generate profound positive effects beyond monetary
success but accompanied by monetary success so that we see
completely restructured markets.
type of entrepreneurship is lived by founders who build and
secure a sustainable future for all: Founders for Future!
The current challenges facing humanity require nothing
less than a paradigm shift - towards entrepreneurship that, in
the original spirit of the social market economy, unfolds
entrepre-neurial freedom “in responsibility before God and
man”. Just as the preamble to the German Basic Law puts it!
In order to promote this, we have developed an easy-to-use
model for such future designers based on a mixture of
practical entrepreneurial experience and applied academic
knowledge: Deep Impact Lean Startup (DILS).
Facing the big challenges
How many degrees Celsius would the earth most
probably warm up by 2050 if all companies worldwide were
to produce according to the DAX 30 model? Around 4.94
°C! With a range among the companies considered from 1.26
°C up to 11.23 °C. (Schulzki-Haddouti 2019) The earth
would simply be ruined and human life as a whole
threatened. A Frankfurt startup calculates this eye-opening
climate indicator "X-Degree-Compatibility" (XDC) in a
robust relational model. It expresses, on the basis of
recognized scientific data, by how much degree the earth
would warm up by 2050 if the business conduct of the
company under consideration were adopted by all companies
worldwide. (right. based on science UG 2019) The
consequences of such global warming would be devastating
- in many areas of human life worldwide! Similar
considerations could also be made along all challenges of the
world community around a sustainable global society. The
results would be equally frightening and open our eyes to the
fact that business as usual is no longer compatible with the
goal of a dignified and secure future for all humankind.
Countless supply chains and production methods in most
industries are still fraught with human rights violations,
environmental degradation, cheating and corruption. This
can be proven by the judgements of established sustainability
rating companies. In the past year alone, the number of
controversies across all topics and industries has increased
dramatically: for example, in the reports of ISS-ESG by more
than 40 percent! Environmental controversies (e.g.
environmental pollution and ignorance of climate change)
still accounted for the smallest share with almost 20 per cent,
followed by corruption (e.g. bribery, anti-competitive
behavior and money laundering) with around 24 per cent and
labor law controversies (e.g. slave/forced labor, child labor,
worst working conditions and discrimination) with 27 per
cent and the sad leader of human rights violations including
the disregard of consumer rights with almost 30 per cent.
(Niewierra, Dieter - ISS ESG - Institutional Shareholder
Services Inc. 2019, 7 ff.) In addition, there are new products,
services and marketing activities that do not really serve
people - but merely maximize earnings without sufficient
consideration of other factors.
Motivation from heart´s desires
People with this attitude are founders for future and they
start companies that are committed to disruption with the aim
to successfully and at the same time profitably generate
positive effects. This "disruptive impact" has its motivational
starting point deep inside a person who has a heart's desire
for the realization of good. This heart's desire leads the
person to a deep search for personal calling and the
individual purpose that is to be recognized and formulated.
Combined with the experiences, strengths and individual
passion for taking influence in a certain context (e.g.
economic sector, social units, regions, cultures, research
fields, ...) this creates inner strength for the entrepreneurial
venture. Before the classic “set vision” for startups, there is
the personal development step “get vision” to clarify the
question which deeply anchored entrepreneurial activities
make sense for the individual entrepreneur in the long run.
Financial success is a strong extrinsic driver of
entrepreneurial activity that can help people to develop
innovation and imagination. At the same time, however,
beyond the pursuit of financial success, people have a
passion for further activities and goals, which can result in
enthusiasm and tenacity in pursuing these goals. In addition,
motivation is fed by individual values and can be extremely
strong if it is rooted deep in the held worldview of the
entrepreneur. The intrinsic motivation that results from an
individual passion and the extrinsic driver of financial
success can at best be complementary and mutually
reinforcing. (Shepherd and Patzelt 2018, p. 264) However, it
is not always advantageous when high motivation and re-
70
can hardly be stopped in a functioning competitive market.
(Heinemann 2018, p. 308) Especially when, from
Schumpeter's perspective, small and medium-sized
enterprises are seen as highly competitive players who have
to demonstrate a high level of innovation dynamics because
of their small size. (Yigitcanlar and Inkinen 2019, p. 15).
If disruption is regarded as something to be welcomed,
which is actively generated by intrinsic motivation in order
to break constricting chains and reject unethical economic
activity to replace it with something better, it goes hand in
hand with positive feelings of happiness beyond pecuniary
considerations. Disruption can then be understood as a real
delight when founders, through their entrepreneurial
activities, consider the decline of environmentally
destructive or inhumane business practices, while at the same
time successfully generating positive effects and growing
well-being as game changers. This is what the terms "bliss"
and "blessing" describe best. In combination with
"disruption" these terms characterize the striving for the
realization of such visions: "Blissruption" stands for the
vision of public welfare-oriented disruption, aiming at
improvement in the sense of sustainable and ethically sound
prosperity, producing happiness and purpose in the
blissruptors heart.
A blissruptive vision ignites intrinsic empowerment,
integrates individual spirituality and a renewed spirit that
calls people to a purposeful task and motivates them. People
are not only simply called to be entrepreneurs, but above all
to create meaningful benefit and change in the public
interest, also in non-economic categories. The motivation to
act is acquired by clarifying the own purpose, since
motivation is strongly influenced by its emotional roots
(Gorman 2004, 143 ff.) and an essential force to get into
action. (Gorman 2007). Intrinsic motivation has a different
effect than extrinsic motivation, since motivation resulting
from within is associated with an individual and often not
interchangeable or externally inducible justification. (Mill
yard 2018, 23 ff.) Motivation based on an external desire
combined with an internal desire can act as an amplifier.
(Fowler 2014) In this respect, internal desire together with
external desire, which is mentally anchored, is a strong
motivation combination and ensures high significance. Selfperceived and experienced competence as a result of passion
for a specific context, within which founders can move
professionally versed and experienced, as well as selfdetermination and influence complete the four pillars of
psychological empowerment (Spreitzer 1995, 1443 ff.)
which the DILS approach works with. (Schermuly 2019, 49
ff. and the literature mentioned there) The meaning of one's
own activity and goals is deeply rooted psychologically
when the personal values of the founder are congruent with
the values that are relevant to the implementation of the
calling. Activities within this framework are experienced as
rewarding and meaningful. The entrepreneurial self-image
contains the power to exert influence through the execution
sulting convinced persistence can be observed in an
entrepreneurial context: deep and non-modifiable
convictions can also be dramatic for startup projects, if under
all circumstances or for too long or without modifications a
startup project that does not function economical-ly is
maintained. (Shepherd and Patzelt 2018, p. 266). Optimal is
therefore an intrinsic motivation, which on the one hand is
extremely strong and can promote "self-empowerment" of
the founder, but at the same time remains reasonably
modifiable regarding the options of realizing the calling.
This is particularly the case when the vocation gives rise to a
mandate to exert positive influence in a specific context: If
normatively undesirable practice or normatively
inadequately implemented business conduct that has
negative consequences is to be stopped. When a new,
different practice with a beneficial effect is to be developed
in a specific economic or social area. When disruption and
transformation are the objectives that are not tied to a single
specific business model. For entrepreneurs, there is then
hardly any danger of blind adherence to options that prove to
be economically unsustainable in the startup process. The
scope of options for the entrepreneurial implementation of
the personal calling then remains broad enough, diverse and
allows for high degrees of innovation with great variation
possibilities.
The deep impact lean startup (DILS) approach integrates
findings from empowerment research, which are discussed
in the literature above all for the empowerment of employees
in their working role. From our point of view, the human
being is responsible for successful and good stewardship, as
the person responsible for people, animals and the
environment. It is an approach that incorporates shareholder
value and stakeholder orientation and ultimately combines
them in the holistic approach of stewardship. This mission of
actively shaping stewardship forms the self-image of
founders who feel called to exert positive influence.
Empowerment results from the perception that one is
responsible for a specific task and is strongly value-driven.
The authority to act has to be experienced, going together
with the perception of having the necessary knowledge and
wisdom, (Blanchard et al. 2001) in combination with the
ability to recognize options for deep upheavals (Mutius
2017, p. 8). Targeted disruption is on the founders agenda not negatively understood as the risk and danger of an
ongoing destructive change in a company's environment,
(Borell 2015, 11 f.) but positively understood as an
opportunity for positive change (Reinhardt 2014, p. 3). A
positive change that does not simply happen unplanned and
acts as a threat to an existing enterprise, that is designed as a
responsive organization (Borell 2015, p. 13), but a
transformation that actively raises a radical process of
change in the value-driven individual behavior of people to
a collective action level of a market (Reinhardt 2014, p. 5)
and actively supported to create long-term positive change
on a grand scale. If disruptive innovation is indeed unique, it
71
activity is offering new products and services. (Ripsas and
Hentschel 2017, p. 61) The new products and services favor
a transformation of the dominant questionable business
practice and have a demonstrably positive impact on society
and the economy. Transformational entrepreneurship has a
strong future orientation that shapes society. Pure social
enterprises in their respective forms do not focus on financial
performance, but on the social outcome. Entrepreneurs with
multiple objectives based on an individual vocation strive for
equally intensive social or ecological as well as positive
economic effects.
of an important task, the rational reflection of the vocation
and, as an expression of high self-determination, the freedom
to choose the implementation options in the form of
entrepreneurial activities. Personal calling is full of passion
and corresponds to an entrepreneurial spirit that helps to take
decisions under risk actively - self-determined but reflected.
Entrepreneurship integrates these and other qualities (see for
example (Margrave 2014, 69 ff.)) and promotes pro-active
action like empowerment explained above (Schermuly 2019,
57 f.).
Startup projects first require the clarification of the
calling of the founders and thus the motivation to transform
a certain area in order to maintain the sense of
entrepreneurial commitment in depth in the long term. This
deep rootedness beyond pecuniary interests ensures intrinsic
motivation on the one hand and protects people from
overwhelming self-doubt on the other hand if a startup
project is not successful immediately. The failure of a startup
project can happen and must not result in broad
demotivation, because otherwise, no further startup attempts
could be made, or psychosocial health could be damaged.
Vocation and calling are not simply limited to being an
entrepreneur in itself, but entrepreneurship and the startup
project are ONE option and ONE attempt to make an impact
happen and to strive for blissruptive change.
The deep rootedness of the founding motivation as an
element for the implementation of one's own vocation
requires clarification with professional coaching and
mentoring. This can be done in advance, but also
simultaneously with the development of the transformative
impact approach, product or service development and
business model development. Independent of this, the
personal vocation and value-oriented convictions are
essential elements, since in the so-called elevator pitch
convincing answers can be given by deep impact founders:
On the one hand the description of the business model in its
shortest form and on the other hand, the motivation behind it
for blissruptive change, which is communicated as part of the
own calling. These entrepreneurs have intrinsic
empowerment in the form of a strongly anchored vocation
with clear meaning and purpose. Both together ensure the
long-term pursuit of goals, create attractiveness as a
charismatic leader and are characteristic for intrinsically
motivated Founders for Future, which generate profound
sustainable change.
Transformation with meaning
Founders for Future, in their own innovative way,
combine the strengths of high profitable growth with the
positive effects of an entrepreneurial approach that focuses
on sustainability. They specifically generate positive social
and other impact. In addition to a personal calling with
specific values (see also exemplary Bolsinger 2019b) and
knowledge in sustain-ability topics, there is also an
understanding necessary for a growth path with know-how
about the essential economic growth drivers such as
customer groups, sales areas, product/service design,
corporate culture and target markets necessary. (Cohan 2019,
p. 23) With this expertise entrepreneurs become able to shape
transformation in a large, effective and self-reinforcing way
on a global scale in the best case. Whole industries can be
changed permanently when outdated business models, which
harm people and the environment or which are based on
corruption, are destroyed by founders transforming damage
highly profitable into blessings with their new business
practices. Profitability and growth in this case guarantee that
unsustainable and damaging competitors will then be forced
to change their own business model. (Zeyen and Beckmann
2019, S. 76) Especially in the areas of smart cities,
digitization, sustainable production and consumption
patterns, decarbonization and energy production, food,
biosphere and water, demography and human capacity
development and security, transformation efforts are
necessary in order to achieve the sustainability goals of the
United Nations and to ensure human life worth living on our
planet. (Nakicenovic et al. 2018, 12 f.) These areas include
massive and lucrative business model options for innovative
startups with the will to transformation and disruption and
they are equally meaning-ful to people with different
worldviews and value systems.
Purpose as orientation to ultimately desirable goals is an
energy provider and motivation driver (Fink and Moeller
2018, p. 23) Purpose and meaning thus have two core facets,
which, in combination with passion, strongly promote
individual performance and create a focus. (Fink and Moeller
2018, 31 ff.) The psychological-emotional facet produced by
meaning has already been explained above with the effects
of intrinsic motivation. The fact-related facet of meaning
Change for the better
Shaping society positively in all areas in terms of
sustainability is an important basis and at the same time, one
of the greatest challenges for the successful implementation
of the pressing sustainable development goals of the United
Nations. (Nakicenovic et al. 2018, p. 35) Targeted
transformation in this direction is an imperative to ensure the
long-term survival of humanity. An aim of entrepreneurial
72
effects. (Zeyen and Beckmann 2019, p. 158) In order to keep
an eye on this impact chain, special steps in the company's
development are necessary, which ideally are carried out
with accompanying external reflection. For this purpose, a
practically proven procedure can help Founders for Future to
pursue the Sustainable Development Goals (SDG)
(Bolsinger 2018c):
The shaping of the corporate culture with the anchoring
of responsibility in the corporate ethos is the basis for all
further steps. This is done based on a set of values derived
from the vision of the founders, which must be actively
managed. Contemporary value management as the
foundation of all sustainability in corporate management and
all credible sustainability management considers visible and
invisible factors of people and organizations. Embed-ded in
the basic understanding of questions of meaning of the
actors, it is an ongoing value-related task to identify, manage
and further develop a unique value portfolio that optimally
connects and supports strategy. Purpose-driven value
management succeeds if a practice-oriented value
management cycle in the startup specifically addresses this
value portfolio, designs it and keeps it up-to-date. (Bolsinger
2018b) If the business model is based on an understanding of
responsibility that goes beyond isolated earnings figures,
there is a corporate ethos that also enables credible
differentiation in the sustainability area in the long term.
Based on this foundation and possibly on additional
sustainability knowledge, a potential analysis is carried out
for the core business of the startup. The analysis prepares a
meaningful selection of options with which the company can
operate competitively in the long term. It would be
presumptuous to believe that every company could or even
had to make the maximum contribution for every SDG.
Strategic corporate development together with sustainability
experts requires a professional analysis of the core question:
How can or could our company contribute to the realization
of the specific sustainability goal? At the same time, care
must be taken to identify and discuss entrepreneurial actions
that may run counter to individual SDGs in order to consider
avoidance strategies and/or compensation options from the
outset. All the important profitable activities along the value
chain from all relevant corporate activities in the core
business must be included in the potential analysis.
Subsequently, the possible sustainability options are
prioritized against the background of materiality for the
business model. Which priorities are to be set depends on the
value contribution to the company and to the achievement of
the sustainability goals. The optimum that can be achieved
here lies in a profitable business activity that promotes one
or more sustainability goals without running counter to other
sustainability goals. In this context, a new way of thinking
beyond monetary variables is required, so that high
innovation potential usually becomes visible at this point in
the process. The interim result of this step answers the
question: How can good business be realized? The meaning
provides an ultimate answer to the question of "Why should
something be done or changed" and thus provides orientation
as a signpost for clear direction. (Fink and Moeller 2018, p.
25) Experience has shown that many discussions about the
meaning of various activities or ethical aims are stopped,
when the question of the final justification or the final reason
is asked, although an intensive concatenation of statements
of meaning is pro-vided beforehand. At the point of the
metaphysical logic of justification often stands
speechlessness. This is due either to a weakly pronounced
philosophical or theological ability to speak - for example, to
the fact that in this respect no reflection or even personal
positioning has yet taken place - or to the fact that these
elements are assigned to the realm of the private, about which
one does not like to talk. Founders for Future have a resilient
final justification that adds depth to purpose and meaning
and that is a motivating strength.
Personal calling enables founders to see the world from
a perspective beyond economic factors and thus to recognize
a sense of second order. This sense of second order refers to
specific situations into which the founders feel called in
order to change them positively. This sense of second order
is very much in line with the normative framework of liberal
societies and the sustainability efforts at the level of the
United Nations. The implementation of the UN Charter of
Human Rights with human dignity at the center and the
anthropocentric Agenda 2030 with the Sustainable
Development Goals are current examples of this.
Leaving visible traces
Above all, there are approaches for the integration of
measurable effects of entrepreneurial action in the sense of
Sustainable Development Goals that are easy to understand
and implement immediately for small and medium-sized
enterprises as well as startups. (Bolsinger 2018a, 10 ff.) The
necessary business model perspective for such purposeoriented entrepreneurship is holistic, so that value creation
must be thought through, operationalized and measured in
monetary as well as other ways in the desired effects
(impact). (Zeyen and Beckmann 2019, p. 131) Right from
the start, founders for future have to answer the question:
"Which measurable traces should, and will our startup leave
behind?” A proven approach to doing this comes from the
OECD and was originally developed to measure the
effectiveness of development cooperation programs. Impact
is understood there as positive and negative, primary and
secondary long-term effects, that are caused directly or
indirectly, intentionally or unintentionally. (OECD 2002, P.
24) Founders for future have deliberately intended positive
impacts in their meaning and these can be professionally
investigated via the chain of effects used by the OECD: Input
is transformed into output through correspond-ing activities
(e.g. products and services), which is reflected in measurable
results, which ultimately together produce the desired
73
business management competencies, competencies are also
required to deal with unexpected change, ethical ideas and
strategic vision building. (Jones and Maas 2019, p. 111)
Specialist content must go hand in hand with further training
to understand the entrepreneur's vocation and with exchange
with others. At the same time, it must be taken into account
that the ability to learn is not only conveyed with regard to
the way in which objectives are pursued (single-loop
learning), but also that the entrepreneurial objectives and
assumptions remain changeable (double-loop learning) if
essential conditions for the venture change. (Zeyen and
Beckmann 2019, 210 ff.) It can be observed that startup
support tends to be more successful if cooperation with other
entrepreneurs takes place and the founders do not work for
themselves or even alone. (Roberts and Lall 2019, p. 130)
Mentors, who introduce entrepreneurs into their networks,
share domain-specific knowledge and experience and help to
overcome challenges are an essential factor of startup
support. (Roberts and Lall 2019, p. 126) and can have a
positive influence on the ability to learn.
In order to trigger meaningful disruptive innovations
and to grow not only personally but also entrepreneurially,
four further necessary business conditions must be fulfilled
in addition (Paetz 2014, xiii ff.): Real market options must
exist or be created - at best in the form of existing customers'
needs. Unique new solutions must be developed to satisfy
these needs. The unique solutions must be significantly more
effective and cost-efficient than any other solution on the
market. The solutions found in this way must be consistently
implemented by the new company, for which we make
recommendations how to do this the lean way in the
following chapter. If these solutions represent not only a
technological leap forward of an existing industry, but also a
completely new approach in the combination of production
factors or the type of satisfaction of needs - for example also
in the form of changed customer behavior such as digital
self-research on medical questions instead of a direct visit to
the doctor (Einav 2019, p. 36) - there is a particularly high
chance of ending old business practices that are harmful to
the common good as quickly as possible (Fox and
Golenhofen 2019, 15 ff.) and to replace them with good new
solutions in a profitable way.
of "good" here includes all corporate impacts in the sense of
a holistic corporate responsibility.
A fixation of target values is necessary in order to set up
an appropriate controlling and re-porting system.
Accordingly, suitable indicators must be selected and fixed
as to how the impact of the startup can be mapped visibly and
measurably. Although the current international standards
represent a quality signal, it is acceptable to first use auxiliary
data variables for the company that are easy to collect, which
at least make it possible to assess the direction of effect. Then
there have to be developed metrics for measuring the actual
changes over time, which allow a long-term view to be taken
at market level and in comparison with possible competitors.
Based on relative goals such as maintaining, expanding or
reducing the status quo, clear parameters must be defined.
The size of these variables indicates the seriousness with
which they can be credibly communicated.
The implementation of target achievement and reporting
ideally take place without additional organizational
structures and in classic business function areas (corporate
planning and development, controlling, etc.). If a
management information system already exists, the
sustainability control parameters must be integrated into it.
If a performance-related remuneration system already exists,
sustainability aspects must also be considered. On the one
hand, this cultivates sustainability holistically and is taken
for granted in the company right from the start; on the other
hand, a separation (e.g. in the form of separate sustainability
officers) would be counterproductive, since the most
profitable achievement of sustainability goals represents the
core purpose of the company. Founders for Future retain
these issues as a key differentiating feature at the CEO level
and, if necessary, make use of a multi-stakeholder advisory
board that brings in specialist expertise and makes high
market dynamics more controllable. The resulting reporting
forms the basis for inclusion in an integrated corporate
responsibility report, which presents monetary performance
indicators integrated with sustainability performance from
the outset and illustrates the positive effects of corporate
performance based on real-life examples.
Growing together
Founders for Future face a high dynamic and at the same
time need a home for their beliefs and a sense of belonging
to a community that values and reinforces their visions. A
target-oriented training and incubation program for such
projects must therefore include not only background
knowledge of the business segment and the relevant sector
for the specific project, as well as sustainability know-how,
but also support in the personal and character development
of the founders and the ongoing adaptation of the training
program to corresponding developments in the market
environment, as well as reflection on the respective
personality structure. (Maas et al. 2019, p. 11) In addition to
Realizing future-proof startups
First-hand entrepreneurial expertise, professionalism,
enthusiasm and inspiration in the truest sense of the word are
the most important drivers for promoting entrepreneurship
with "Deep Impact". While enthusiasm and inspiration have
to be received as inner gifts, entrepreneurial thinking and
professionalism can be learned. (Maurya 2018, p. 222).
Starting slim and agile
Business startups are often set up on the basis of a
74
approaches for satisfying them together with potential
customers. (Eckert 2017, p. 8) Based on this, reduced
prototypes are developed to the most necessary features - socalled “minimum viable products” (Ries 2018, p. 5). These
reduced prototypes contain only the most important features
that have to be completed later in the development process.
Thus, in an iterative approach of testing, evaluation and
adaptation, it can be tested and further developed whether
and in what form the respective characteristics should be a
meaningful and promising part of the final offer for market
entry after the prototype phase. This approach is not only
limited to product/service features, but is also used to design
the operative business model, for example by exploring and
iteratively evaluating all relevant business issues relating to
sales, marketing, price setting, supply chain and logistics,
etc. (Eckert 2017, p. 9) It is open to the personal taste which
scientifically sound business model development approach is
chosen. In practice, the established business model canvas
with nine building blocks (key partners, key activities, key
resources, value creation portfolio, customer relationships,
distribution channels, customer segments, costs, revenues) is
very popular (Osterwalder and Pigneur 2011, 20 ff.)
(Osterwalder and Pigneur 2010, 16 ff.) and facilitates
possibilities for easy exchange with other founders and
potential partners. Equally recommendable is the business
model poster based on the business model canvas. (Rusniak
2014, 127 ff.) An additional competitive component, a
strategic component, a detailed value proposition and an
overview of success factors are part of it. (Rusniak 2014, p.
127)
business plan, without considering or even depicting deepseated motives for setting up a business. Sometimes the
company or the business idea alone is brought so far into the
foreground that the people who are driving the startup project
appear more and more interchangeable. In our opinion, this
is a big mistake, because people with their basic motivation
and a discovered and sharpened vocation are the most
important factor for creative action in the sense of successful
business startups. When convinced people with professional
competence in a certain field feel called upon to influence
this world for the better with their ideas, the most important
basis for meaningful entrepreneurship is laid together with
professional support. It is therefore far from advisable to
prepare for a startup on the basis of a business plan and to
develop business models only on the basis of theoretical
considerations. Even if a business plan for going to the bank,
for investors or for applying for subsidies is still relevant, it
remains only a plan. The plan should not be prepared out of
normative pressure (Becker 2017, p. 100) but out of
necessity. The preparation goes hand in hand with the
knowledge that the business plan remains a theoretical
construct on the basis of data relating to the past, which often
contains little room for change dynamics and whose detailed
elaboration can take a great deal of time. Time that may be
used even more effectively and efficiently in direct product
and service development on the market. (Ripsas and
Hentschel 2017, p. 62) It is therefore advisable to enter the
race with a strongly reduced business plan and to develop it
further only if necessary - if the calling and striving for
transformation to blissruption are sufficiently clear and
sharpened.
In the reduced business plan, the rough basic strategy
has to be explained on which the business model that shall
be developed is based. For this basis, it is then necessary to
define a clever framework within which the basic strategy
can change emergent and success-oriented within a defined
time frame: At the same time, the lean startup approach
integrates the innovation driven and customer-oriented
development of products/services with an associated
business model. During product/service development, the
way in which the business model is structured and adapted is
continuously reviewed so that the market-oriented
probability of success with the relevant products and services
is as high as possible. (Eckert 2017, p. 7)
In an iterative trial-and-error learning process, the
business model and the products and services are concretized
on the basis of self-developed assumptions about existing
customer needs. At the beginning, unchecked assumptions similar to the validation of hypotheses in a scientific research
process - are systematically tested and verified or falsified
and rejected. (Ripsas and Hentschel 2017, p. 62) In the bestcase scenario, this minimizes the risk of failure and at the
same time achieves a comparatively high speed on the way
to market maturity. At the beginning it is therefore necessary
to understand and describe needs and then to develop
Generating new knowledge
The startup concept starts with a vision and ideas for an
innovative blissruptive business model with its products and
services. These ideas are expressed in a conglomerate of detailed assumptions. In order to check the assumptions,
market experiments are designed and carried out, the results
of which lead directly to a further development and
refinement of the business model (Ripsas and Hentschel
2017, p. 64) – even with the possibility that the originally
intended business model cannot be realized at all and can be
completely rethought! The process therefore begins with
ideas and is based on faith for the original vision. Found-ers
believe that something will work as imagined and engage in
an experiment that can verify and secure their faith. They
strive to transform their faith into factual knowledge through
systematic experimentation, which enables the realization of
what is believed. They learn through practical doing and
experience! By doing something, the experience with what
is believed grows and the certainty about chances of success
and functioning implementation options grows. Two-stage
negative knowledge plays a major role in the process:
Knowledge that is not yet available, but that can be produced
and acquired through experimental procedures. (Aßländer
75
essential to take into account the individuality of the per-sons
being called and a clearly defined understanding of the
vocations when choosing a path to starting the company. In
this respect, acceptance of emergence and its professional
handling are important aspects for blissruptive impact
startups.
Transformation processes, innovations and creative
startup action cannot be completely planned ex ante and then
just processed. Strategies can also emerge without formal
prior and complete formulation. (Ripsas and Hentschel 2017,
p. 60) Rather, it requires an ongoing exchange of experience
with other entrepreneurs and flexible processes as well as the
individual confrontation with unexpected and unintended
consequences of decisions made in the startup process. The
Latin emergo means to emerge, to rise up (For statements on
emergence see the literature in Bolsinger 2006, 130 ff.).
Emergence shows that from a set of elements during a selforganization process a new structure can emerge that cannot
be explained solely by the elements themselves. The whole
then becomes much more than the sum of its parts.
Emergence is made possible by continuous discourse on the
meaningfulness and legitimacy of the dominant,
organizational reality. This is facilitated by explicitly
allowing re-flection in community and by individuals in the
founding process. Imergence supports the process of
emergence. Just as the emergence of something new
becomes possible, a process of dissolution can also begin if
actions are no longer based on shared constructions of
reality. This is accompanied by the disintegration of
interactions in the social system: self-organizing structures
that have become obsolete can spontaneously disintegrate
again. For this reason, it is not important to have a
standardized procedure model that has supposedly been tried
and tested perfectly for all founders, which needs to be
completed in its entirety. Deviations are always possible in
the startup process up to the complete new start of the
enterprise with adjustments that are in line with the founders
changing vision of change. There lies strength in this
openness and the focus on people and their integration, since
the interaction of the megatrends digitization, sustainability
focus and globalization in ever faster cycles creates
unprecedented business models and ideas in people's minds.
These can never be completely planned ex ante, since they
are initially based on assumptions and the real facts can only
become visible step by step. (Ripsas and Hentschel 2017, p.
61) The steps and puzzle pieces presented here therefore
remain a proposal for what we believe to be a target-oriented
approach that can work: having people in mind and at the
same time minimize costs for all parties involved. These
steps are not the wisdom of last resort, but rather compressed
empirical knowledge from entrepreneurial and academic
environments in order to enter into the adventure of
sustainable entrepreneurial shaping of a good future for
mankind.
The Lean Startup procedure shown here is a business
2011, p. 128).
Competition arises where different players want to
produce knowledge in the same area in order to be faster on
the market than others. There is no generally accepted time
at which knowledge and certainty can grow into absolute
security and a guarantee of market success. It therefore
remains a faith step to speak of the right time of taking real
market opportunities – a faith step validated by experience
and high probability. Knowledge as true and justified belief
in an assertion or fact has three prerequisites: the real truth
of the assertion, the belief in the correctness of the assertion,
and a justification of that belief. (Boltin and Bolsinger 2019,
p. 7) The Lean Startup concept is extremely advantageous
when it comes to transforming beliefs justified by
professional and market-related competence into knowledge
through a discovery process. Above all because it limits the
investment costs on the way to knowledge to the bare
essentials. By testing only the minimum assumptions
required, it can be called a highly efficient process. (Ripsas
and Hentschel 2017, p. 68) In the epilogue to his classic, Ries
describes avoiding inefficient waste during development as
top priority for lean startups. (Ries 2017, 235 ff.)
Valuing individuality and experience
In the academic world, as in the founding scene, there is
discussion about which founding approach is the most
promising. Which way is the best, most efficient, fastest,
most innovative...? "one-size fits all entrepreneurial startupactivity solutions are ubiquitous." (Honey and hop 2016, p.
102) There are plenty of approaches on the startup market.
These are often praised as the only correct approach for
successful founding. In the process, decisive elements of
deeply rooted disruptive impact startups are often pushed
into the background: man himself and the dominant spirit in
the founding project. There is no empirical evidence that a
certain approach would lead to a successful startup! The
connections between formal planning and corporate success
are also extremely diverse and are discussed controversially.
(Becker 2017, p. 91) Thus, it is probably less important
which specific path or planning approach is chosen for the
venture, but rather who follows the path chosen by himself
in his own way, when it comes to distinguishing successful
startups from unsuccessful ones. (Honey and Hop 2016, p.
103) While in one case a business plan can be an important
building block in the learning process, in another case it can
be completely superfluous and almost a waste of time.
Customized support on the way to the startup requires the
consideration of personal and cultural circumstances as well
as the context of the foundation, (Honey and Hop 2016, p.
103) an individual adaptation of training modules (Roberts
and Lall 2019, p. 122) and, in our opinion, also the
consideration of the intellectual climate and spirit of the team
with which the startup walks its first steps. Particularly in the
case of projects based on personal vocation and calling, it is
76
contribute their own experiences. We call on all designers of
a good future for mankind to realize sustainability-related
business models with deeply rooted intrinsic motivation and
to combine them with their own ideological imprint in a
meaningful way. In short, the presented approach provides a
practicable understanding of connections on the way to one's
own company as a meaningful instrument of positive and
sustainable change:
The Deep Impact Lean-Startup approach combines a
vocation-oriented development of products and services with
a targeted transformation effect and impact in the sense of
sustainability objectives and the creation of a real sustainable
business model. The pragmatically practice-oriented
approach is action- and learning-oriented in order to develop
marketable and profitable solutions that develop the desired
transformation effects permanently and scalable without the
need of donations or high public funding, since they possess
their own earning power and competitive strength due to
market demand. The special feature of DILS lies in the
simultaneous and iterative circular work in the four areas of
vision development and vocation, impact planning and
transformation, product/service development and business
model development to be brought to a synergetic fit with the
goal of meeting the needs of the founders as human beings,
meeting the requirements of sustainable management and
generating market-driven products and services with
functioning business models. Through an iterative approach
of developing, trying, measuring and evaluating as well as
target-oriented adjustments and modifications in all areas,
the holistic DILS approach can lead to solutions that
combine all four areas harmoniously and coherently. A
major challenge in the DILS approach is on the one hand the
reduction to the bare essentials in product, business model
and transformation impact development, while at the same
time using the inner depth of vision development as a
complementary validation process to gain emotional
certainty about the right next steps.
The DILS-way is comparable to a path that is sketched
out, but which is not yet completely visible. Only the
beginning of the path lies before us in sufficient clarity – the
rest is still in the fog. It is only during the hike, during the
actual steps, that the path can be experienced and becomes
visible piece by piece. The fog disappears as we move
forward. To walk the path is to experience it. The willingness
to start arises from the emotional certainty that the path is
prepared and that it really only needs to be walked. Founders
for Future are and remain permanently on their personal path
as pioneers. They let themselves be called, shaped and
changed and reflect on this together with other entrepreneurs
and professional coaching as well as experienced mentors.
DILS therefore requires intellectual depth, since it is not only
about innovative product development with a functioning
business model alone. At the same time the desired and
measurable transformation effects have to be generated,
which result from the calling of the founders and the
management method for implementing Hayek's economic
idea of the market as a self-organizing discovery process in
practice. The differentiation from strongly planned founding
approaches is based on the basic organizational patterns that
Hayek implements with regard to social order (Bolsinger
2006, 121 ff.), not being able to plan everything to perfection
as a human being (Hayek 1980, p. 30). This also applies to
the implementation of a business plan that is based on
historical data and does not initially provide for the business
model to be adapted quickly in line with market reactions.
(Ripsas and Hentschel 2017, p. 65) Customer-oriented
innovation development on product and service level with
agile methods in the paradigm of lean thinking is therefore at
the center of lean startup business model development. Four
core elements critical to success work together symbiotically
to achieve this goal (Eckert 2017, 10 et seq.), which have to
be systematically promoted in startup support:
• Early partnership with customers and their
integration into the circular (further) development of
solutions with the objective of consistently striving for
customer-oriented differentiation right up to disruption from
the start. (striving for disruptive partnership)
• Iterative constructivist approach using agile
methods and continuous hypothesis formation and
hypothesis testing in the sense of Popper's critical
rationalism (Popper 1935) with the objective of finding one
of the fastest possible ways to a demonstrably functioning
solution. (high speed practical learning)
• Resource-conscious approach at all times by
reducing or eliminating activities that do not add value or
result in impact, with the aim of simultaneously proceeding
as efficiently and sufficiently as possible in the learning and
development phase. (simplifying focus)
• Integrated view of the overall project by combining
product and service development and business model
development with the objective of having a functioning
business logic for market entry when the offer is ready for
roll-out into the market. (holistic project development)
Lean thinking and iterative approaches are equally
applicable to blissruptive impact issues. What leads to the
achievement of measurable sustainability indicators? Here,
too, assumptions have to be made in advance, which need to
be validated and which, like customer reactions, have an
influence on the overall solution. Therefore, several gears
mesh directly into each other, which can only move together
in a target-oriented manner.
Summary: Deep Impact Lean Startup - to the
point!
DILS shows a way how a blissruptive vision can be
realized in a well-founded entrepreneurial way as simple as
possible. The approach is primarily aimed at inspired and
inspiring Founders for Future, who want to establish
meaningful entrepreneurship with good effects and
77
Boltin, Reinhard; Bolsinger, Harald (2019):
Angewandte Wissenstechnologie. Das Inkoba-System als
Baustein
erfolgreicher
Wissensarbeit.
Würzburg:
Hochschule für Angewandte Wissenschaften WürzburgSchweinfurt.
Borell, Nicki (2015): Disruption - Das Spiel mit
Technologien und Paradigmen. Hamburg: tredition; tredition
GmbH.
Cohan, Peter S. (2019): Scaling Your Startup. Berkeley,
CA: Apress.
Eckert, Roland (2017): Lean Startup in Konzernen und
Mittelstandsunternehmen.
Ergebnisse
einer
Expertenbefragung
und
Handlungsempfehlungen.
Wiesbaden: Springer Gabler (essentials).
Einav, Gali (2019): Digitized. Emerald Publishing
Limited.
Fink, Franziska; Moeller, Michael (2018): Purpose
driven organizations. Sinn - Selbstorganisation - Agilität.
Stuttgart: Schäffer-Poeschel Verlag.
Fowler, Susan (2014): Why Motivating People Doesn't
Work... and What Does. The New Science of Leading,
Energizing, and Engaging. San Francisco, US (A BK
business book).
Fuchs, Christoph; Golenhofen, Franziska J. (2019):
Mastering Disruption and Innovation in Product
Management. Connecting the Dots. Cham: Springer
International Publishing (Management for Professionals).
Gorman, Phil (2004): Motivation and emotion. London:
Routledge.
Gorman, Tom (2007): Motivation. Spark initiative,
inspire action, achieve your goal. Avon, Mass.: Adams
Media.
Hanheiser, Bernd; Bolsinger, Harald (2020):
FOUNDERS 4 FUTURE, Startup with Deep Impact.
Berlin/Würzburg: I4E Impact 4 Entrepreneurship gGmbH.
Hayek, Friedrich August von (1980): Recht,
Gesetzgebung und Freiheit. Eine neue Darstellung der
liberalen Prinzipien der Gerechtigkeit und der politischen
Ökonomie. München: Verl. Moderne Industrie.
Heinemann, Gerrit (2018): Disruptive Transformation.
Eine Lösung für das Dilemma "digitale Disruption oder
Transformation" im Handel. In: Disruption und
Transformation Management : Digital Leadership - Digitales
Mindset - Digitale Strategie. Wiesbaden: Springer Gabler, p.
291–324.
Honig, Benson; Hopp, Christian (2016): New venture
planning and lean start-up activities. A longitudinal
empirical study of entrepreneurial success, founder
preferences and venture context. In: Andrew C. Corbett und
Jerome A. Katz (Hg.): Models of start-up thinking and
action. Theoretical, empirical, and pedagogical approaches.
First edition. Bingley: Emerald (Advances in
entrepreneurship, firm emergence and growth, volume 18),
p. 75–108.
Jones, P.; Maas, G. (2019): Conclusions on
associated multi-criteria objectives. In addition to the
economic logic of the business and the knowledge of the
finiteness of the available financial resources to develop an
overall solution, the passion and deep anchoring of the desire for transformation as well as the understanding of
specific transformation mechanisms are equally necessary.
Founders for Future see themselves as a formative part
of society, because in the long term, profitability can only be
strengthened by social and ecological responsibility. This
closes the circle of our enthusiasm for a new holistic
entrepreneurial ethics of responsibility (Bolsinger 2019a),
which we mentioned at the beginning: Good will in the form
of deeply and personally anchored virtue ethics leads through
good action in the form of actively exercised duty ethics to
good consequences as measurable positive impact. For
Founders for Future, it is a self-evident truth, that the own
ethical footprint cannot be big enough!
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79
80
Paper Presentation &
Panel Meeting on
Small Firm Internationalisation
(Session in Turkish)
81
82
Uluslararası Pazarlama Uygulamalarında
Gerekli Beceri Düzeyleri
Erdoğan Taşkın, Beykent University, Istanbul, Turkey
doğrudan pazarlama ve satış geliştirme yetkinlikleridir.
(TİM 2020:15-16; Taşkın 2017: 59-60).
Germany and Turkey historically have had very close
Günümüzde bütün işletmelerde kaynaklar sınırlıdır. Kıt
kaynaklar işletme amaçlarına göre tahsis edilir. Özellikle
sınırlı kaynaklar ile karar alan yönetici ve çalışanlar,
uluslararası pazarlama süreçleri içinde çok farklı becerilere
ihtiyaç duyar. Muhtemelen dış ticaret yapan her işletmede
çalışanların bazı uluslararası pazarlama becerileri vardır.
Ancak bu çalışmada belirtilen uluslararası pazarlama
becerilerinin hepsinin tek işletmede olması imkansızdır.
Planlama ve Faaliyet Becerileri, Fiyatlandırma Becerileri,
Ürün Becerileri, Dağıtım Becerileri ve Tutundurma
Becerileri olmak üzere beş temel bağlamda toplanan bu
yetenekler, işletme içinde mevcut değilse her işletmenin dış
kaynak kullanması gerekli olabilir. İşletme amaçlarına
ulaşmak ve sınır ötesindeki küresel müşterilerin ihtiyaçlarını
karşılamak için çalışanlarda belirli vasıfların olması
önemlidir.
1. Kuramsal Çerçeve
Uluslararası pazarlama faaliyetlerinde etkili olmak
isteyen işletmenin ulusal düzeyde yapılan pazarlama
faaliyetleri ile uluslararası pazarlama için gereken beceriler
arasındaki farkları ve benzerlikleri doğru anlayarak karar
alması gerekir. Uluslararası pazarlama, uluslararası sahadaki
uygulama çalışmalarında yüklendiği çeşitli talepleri, farklı
istekleri ve değişik beklentileri cazip teklifler sunarak yerine
getirmelidir (Albaum vd. 2016:17-18).
İşletmelerde uluslararası müşterilerin ihtiyaçları,
istekleri ve beklentilerini karşılayarak piyasada sonuç
almasını sağlayan farklı düzeylerde pazarlama becerileri
gereklidir. Bir işletmenin küresel iktisadi faaliyetlere nasıl
uyum sağladığını belirlemesi insanların beceri ve
niteliklerine bağlıdır (Czinkota ve Ronkainen, 2013:27).
Uluslararası pazarlamada işletmelerin ayrıca kişiler için
eğitimin nitel yönlerini, yani belirli becerilere ve verilen
eğitimin genel seviyesine göre değişen yetkinlikleri
belirlemesi gerekir (Czinkota ve Ronkainen, 2013:76).
Uluslararası yöneticiler, uluslararası ve kültürlerarası
yetkinlik açısından bir ikilemle karşı karşıyadır. Yeterli
yabancı dil bilgisi ve uluslararası iş becerilerinin olmaması
sözleşmelerin kaybedilmesine, müzakerelerin zayıflamasına
ve etkisiz yönetime neden olur (Czinkota ve Ronkainen,
2013: 83).
Artan teknoloji kullanımı, tüketicilerin daha sık
işitilmesini ve işletmelerin müşterilerini dinleme
becerilerinde çok daha etkin çalışmalarını sağlayan yeni
pazarlama inceleme yaklaşımlarına yol açmıştır. (Czinkota
ve Ronkainen, 2013: 260).
Özellikle imalat işletmelerinin uluslararası başarısı için
çok önemli etkenler, ürün tasarımı ve mühendisliğinin
yenilikçi uygulaması, ileri üretim süreçleri, pazarlama ve
dağıtım, müşteri ilişkileri yönetimi, dış kaynak kullanımı ve
küreselleşme stratejileridir (Keillor 2007: 11).
Uluslararası piyasalarda pervasız ticaret savaşları
yaşanmakta, ihracatı zorlaştıran ilave vergiler ile tarife dışı
güçlü engeller yükselmekte ve korumacılık kalelerinin
surları devamlı tahkim edilmektedir. Bu çetin şartlar içindeki
işletmelerin uluslararası pazarlama uygulamalarında başarılı
olabilmesi faaliyet ve uygulama süreçlerinde etkili olmasına
bağlıdır.
Uluslararası Pazarlama Becerileri
İşletmenin tabiî, iktisadi, kültürel, siyasi, kanuni ve
teknolojik çevresi işletmenin amaçlarına ulaşmasını etkiler.
İşletme çalışanlarının ilk olarak pazarlama planlaması
yapabilmesi ve faaliyet hedeflerine erişebilecek farklı
becerileri olmalıdır. İşletme ikinci olarak uluslararası fiyat
kararları, piyasaya fiyatla girme politikası, uluslararası
ödeme şekilleri ve maliyet belirleme gibi ayrıntılı konularda
beceri sahibi olmalıdır. Üçüncü olarak uluslararası ürün
kararları, uluslararası ürün stratejisi, marka ve uluslararası
marka yönetimi, ulusal ve uluslararası markalama,
ambalajlama ve etiketleme gibi çeşitli becerileri etkilidir.
Dördüncü olarak uluslararası dağıtım kanalları, kanal
çeşitleri, pazarlama sistemleri, uluslararası kanal tasarımı ve
teslim şekilleri son derece önemlidir. Beşinci önemli olgu
çalışanların uluslararası tutundurma kararları içindeki
uluslararası reklam, halkla ilişkiler, tanıtım, kişisel satış,
2. Dış Kaynak Kullanımı
Dış kaynak kullanımı yaklaşımı küresel tedarik
zincirinin
ve
uluslararası
dağıtım
kanallarının
bütünleşmesini ve verimliliğini artırır. İşletmelerin temel
yetkinliklerine yoğunlaşmalarını sağlayarak verimliliği
83
becerilerin hepsi aynı yerde yoktur. İşletmeler çalışanlarının
sahip olmadığı ve bu çalışmada beş alan içinde toplanan
belirli becerileri sözleşme ile dış kaynak kullanarak temin
edebilir. Örneğin işletmenin yabancı ülkedeki dağıtımcısı
veya bayisi gerekli bu becerilere sahiptir ve işletmenin
faydalanması için ihtiyaç duyulan faaliyetleri işletme adına
yapabilir. Ayrıca bu işletmeler insan kaynaklarında mevcut
olmayan veya yetersiz becerileri için eğitim ve geliştirme
çalışmaları düzenleyebilir (Jagodka 1998:115-118).
Beceriler, eğitim ve deneyimin bir sonucu olarak belirli
bir görevi yapabilecek genel kabiliyet olarak tanımlanır.
Mevcut bilimsel öğretiler, beceriler arasındaki ayrıma
deneyim kadar kalıtımın da etkili olduğuna işaret etmektedir.
Bir çalışanın beceri düzeyi belirlenen işleri ne ölçüde iyi
yapabileceğini gösterir. Bir beceri veya belirli davranış
öğrenildikten sonra iş başında ne ölçüde uygulandığı
ölçülmelidir. İş başında kullanılıyorsa öğrenildiği açıktır.
Ancak bazı beceriler öğrenilmiş fakat işi yaparken
kullanılmıyor olabilir. Bu durumda öğrenilen becerinin işe
uygulanması arasında boşluk olabilir. Yöneticinin
yükseltir (Keillor 2007:6).
Küresel işletmeler sadece maliyetleri düşürmek için
değil tarife gibi engelleri aşmak için dış kaynak kullanımına
giderek yüksek düzeyde becerikli fakat düşük ücretli
çalışanlardan özellikli işlevler ile çeşitli pazarlama
faaliyetlerinde yararlanmaktadır. Böylece küresel yetenekler
kaldıracından faydalanan işletmeler verimlilik ve
etkinliklerini yükseltmektedir (Deresky 2008: 227-228,
251).
Daha önceki dönemlerde tam isabetli olarak kitle
pazarını oluşturmak için genellikle sıkı bir şekilde kontrol
edilen, bir dizi merkezileştirilmiş üretim süreci gerekiyordu.
“Kendin yap” üretim zihniyeti veya “kendi kendine tedarik
etmek” hedefi “tam isabet tutturan üreticiler” için olağandı.
Piyasada rekabet kızıştıkça, hedefe isabet eden mamullerin
üretimi, çoğu dış ülkelerde olmak üzere, seçkin birkaç
yabancı ortağa verilerek ve dışarıdan tedarik edilerek
gerçekleştirildi. Dış kaynak kullanımı, seçilen üretimin ve
diğer işletme işlevlerinin, bunlar üzerinde uzmanlaşmış dış
kuruluşlara devredilmesidir. Dış kaynak bulma faaliyeti,
Şekil 1. Uluslararası Pazarlama Yeteneklerini Gösteren Pazarlama Araştırmalarının Sentezi
bölümünde çalışanların faaliyetleri sırasında işin yapılması
için hangi eğitime neden ihtiyacı olduğunu belirlemesi ve
beceri boşluğunu kapatacak çalışmalar yapması önemlidir
(Blanchard ve Thacker 2010, 18-19, 339, 443).
Çalışanların uygulamada bazı becerileri hemen
öğrenmesi mümkün olmadığı durumlarda veya maliyet
baskısı gibi nedenler ile sınırlar ötesindeki müşteri taleplerini
karşılayan küresel işletmeler dış kaynak kullanımı gibi yeni
iş modellerinden yararlanmaktadır. Ölçek ekonomisi ile
küresel ölçekte pazarlama faaliyeti yapılmaktadır. Ulusal
sınırlar dikkate alınmadan en uygun ham maddeler için en
etkili tedarikçiler ile çalışılarak, en fazla kazanç sağlayan
piyasa bölümlerine ulaşılacak işletme yaklaşımları
uygulanmaktadır (Blythe ve Megicks 2010, 46-47, 223-224).
kitle pazarlamacılarının maliyetlerini düşürmelerine, temel
yetkinliklerine odaklanmalarına ve entelektüel sermaye
sağlamalarına yardımcı olur. Dış kaynak kullanma
stratejisinin uygulanması konusundaki büyük bir tereddüt,
uygulamanın önemli miktarda karar verme gücünü ve
kontrolü yabancı şirkete aktarmasıdır. Güven meselesi
aşılması gereken önemli engeldir. Çok kanallı pazarlama
ağlarının dikey-yatay tam olarak bütünleşmesini sınırlayan,
kullanılan dış kaynağa güven duyma konusu uluslararası
pazarlamada hâlâ bir sorundur (Keillor 2007: 151).
Son dönemlerde uluslararası pazarlamada yapılmış
pazarlama yeteneklerini gösteren, Şekil 1 pazarlama
araştırmalarını özetlemektedir. Bu modele göre işletmenin
amaçlarına ulaşması için gereken çıktıları pazarlama
yeteneklerine bağlıdır (Morgan vd. 2018: 83).
İşletmelerin kaynakları ve zamanı sınırlı olduğu için
çalışanlar, uluslararası pazarlama süreçleri içinde beş başlık
altında toplanabilecek farklı becerilere çeşitli düzeylerde
ihtiyaç duyar. Muhtemelen işletme çalışanlarının bazı
uluslararası pazarlama becerileri vardır. Ne var ki belirtilen
3. Planlama ve Faaliyet Becerileri
Uluslararası müşterilerin isteklerini karşılamak isteyen
işletmeler çoğunlukla değişken piyasalar, güçlü rakipler ve
zorlu koşullar ile uğraşmaktadır.
Bu durumda planlama yapmak anlamsız
84
gözükmektedir.
Ancak tam bu mücadelede için işletmelerin müşteri
değeri yaratması, amaçlarına ulaşması ve hedeflerini
gerçekleştirmesi için planlama yapması zorunludur.
Genel olarak planlama ile pazarlama planlaması ve
uluslararası pazarlama planlaması işletmelerin beklentilerini
gerçekleştirmesinde çok önemli faydalar sağlar. İşletme
planlama, uygulama ve kontrol ile pazarlama faaliyetlerini
ölçerek değerlendirir (Blythe ve Megicks 2010: 11-13).
yapma isteği, bölge yönetimi vasıfları, bayi satış gücünün
becerilerinin de dikkate alınması eşit derece önemlidir (Zou
vd. 2009: 107-108, 123-127).
Şekil 2’de yabancı dağıtımcının seçilmesi için gereken
en önemli değişkenler, dağıtım şirketinin genel olarak güçlü
yönleri ve mali kuvveti, iş yapma isteği, pazarlama
becerileri, satılan ürünün unsurları ve diğer kolaylaştırıcı
etkenler olarak beş başlık altında toplanmıştır (Çavuşgil vd.
2013: 313-314).
4. Fiyatlandırma Becerileri
7.
Tutundurma Becerileri
İşletmeler uluslararası pazarlama karmasının dış
piyasada en görünen yüzü olan tutundurma alt bileşenlerini
bütünleşik pazarlama ilkeleri çerçevesi ve şirket amaçlarına
göre değerlendirir.
Pazarlama bütçesi içinde medya planlama, reklam ve
piyasa araştırmaları, tanıtım ve halkla ilişkiler, satış destek
faaliyetleri, satış geliştirme çabaları, doğrudan dağıtım,
tanzim teşhir, sergiler ve fuarlar, sosyal ağlarda iletişim gibi
farklı tutundurma seçeneklerini bulunur (Pelsmacker vd.,
2010: 3-6).
İşletmeler uluslararası pazarlama uygulamalarında
fiyatlandırma karmaşasının etkilerinden kurtulmanın en
uygun yollarını bulmak için dış piyasada nasıl bir
fiyatlandırma durumu ile karşılaştıklarını göz önüne alır.
İşletme uluslararası fiyatlandırmada karşısına çıkan
farklı fiyatlandırma sorunlarını çözmeli ve fiyatlandırmada
çeşitli etkenleri dikkate alarak her farklı pazar için en uygun
fiyatı vermelidir (Terpstra ve Saratyhy, 1991: 537-538).
5. Ürün Becerileri
İşletmeler uluslararası pazarlama karması içinde iç
piyasadaki mevcut ürünlerin dış piyasaya uygunluğunu
değerlendirir. Özellikle çevre ve ürünün tüketim malı veya
sanayi mamulü olmasına göre ürünü dış piyasaya
uyarlamaya karşılık ürün standartlaştırmanın hangisinin en
uygun olduğuna karar verir. Ürünle ilgili performans
standartları, çevre duyarlılığı ve ilgili diğer mevzuatı
inceler. Ölçme, derecelendirme, marka tescili, kullanılan
ambalaj, etiket, tarz, tasarım, tat, garanti ve servis koşulları
gibi önemli ayrıntıları piyasaya göre belirler. Küresel ürün
yaşam döngüsü ve marka stratejisi yaratır (Bǔrca vd. 2004:
262-272).
Etkili Uluslararası Pazarlama Uygulamaları ve
Araştırma İhtiyacı
İşletmelerin uluslararası pazarlamada uygulamalarında
etkili olabilmesi yabancı pazarlar için pazarlama
yeteneklerini farklı şekillerde yönetmesine bağlıdır.
Uygulamada bu yeni yeteneğin sağlanması için yönetim
daha çok beceri odaklı olmalıdır. İşletme değişime uyum
sağlamak için bütün pazarlama becerilerini ve yetkinliklerini
sürekli geliştirilmelidir. Dolayısıyla, pazarlama becerileri
Şekil 2. Yabancı Dağıtımcının Seçilmesi İlkeleri
İşletmenin Genel ve Mali Gücü
İş Yapma İsteği
Pazarlama Becerileri
Ürün Unsurları
Kolaylaştırıcı Unsurlar
Yabancı Dağıtımcı
bağlamında uluslararası pazarlama konularının uygulamada
araştırılması önemlidir (Gnizy 2019: 214-215).
Araştırmanın karar sorusu, araştırma sorusu, araştırma
amacı, matematiksel modeli, araştırma modeli, hipotezleri ve
araştırma hedefleri etkili uluslararası pazarlama ve beceri
değişkenlerinin önem düzeylerini ifade etmektedir
(Yükselen 2017: 15-20).
6. Dağıtım Becerileri
İşletmeler uluslararası pazarlama karmasının dağıtım
unsurunu, pazarlama karmasının diğer bileşenleriyle birlikte
ve bir planlama bütünlüğü içinde biçimlendirir.
Uygun piyasanın, taşıma şeklinin ve dağıtımcının
seçilmesi yapılan farklı işler içindeki en önemli becerilerdir.
Ayrıca envanter düzeyi, bulunan dağıtımcının işbirliği
85
X5: Tutundurma Becerileri
Şekil 3’de gösterilen ve şirketlerde yapılması gereken
uluslararası pazarlama uygulamalarının araştırma modeli,
işletmelerde uluslararası
pazarlama
uygulamalarını
etkileyen, çalışanların planlama ve faaliyet becerileri,
fiyatlandırma becerileri, ürün becerileri, dağıtım becerileri
ve tutundurma becerileri olmak üzere algılara katılma
düzeyinin ölçülmesini gerektiren beş başlıktan oluşmaktadır.
Ölçülmesi gereken hedefler, Jagodka (1998)
araştırmasının sonuç bulgularıdır. İlgili kaynak içinde
saptanan etkili uluslararası pazarlama beceri düzeyleri ilgili
yargılara katılma düzeyleri toplam 66 soru içinde
değerlendirilmiştir.
Karar Sorusu:
İşletmelerin uluslararası pazarlama uygulamalarında
etkili olması için ne yapılmalıdır?
Araştırma Sorusu:
İşletmeler uluslararası pazarlama uygulamalarında
neden etkili değil?
Araştırma Amacı:
Araştırmanın ilk amacı, işletmelerin uluslararası
pazarlama uygulamalarında etkin olmasında çalışanların
temel beceri unsurlarının önem düzeyini tanımlamaktır.
İkinci olarak ihracat yapan şirketlerde çalışanlarda bu
Şekil 3. Kavramsal Model
Planlama ve Faaliyet Becerileri
Fiyatlandırma Becerileri
Ürün Becerileri
Dağıtım Becerileri
Tutundurma Becerileri
Uluslararası
Pazarlamada Etkili
Uygulamalar
Planlama ve faaliyet becerileri 20, fiyatlandırma
becerileri 12, ürün becerileri 11, dağıtım becerileri 11,
tutundurma becerilerine yönelik 12 alt değişken
kullanılmıştır.
becerilerin ne derece mevcut olduğunu saptamak ve son
olarak bu çalışanların sahip olduğu beceriler ile ihtiyaç
duydukları beceriler arasındaki farkı belirlemektir.
Hedefler:
1. Etkili uluslararası pazarlama uygulamaları için planlama
ve faaliyet beceri önem düzeylerini ortaya çıkarmak,
2. Etkili uluslararası pazarlama uygulamaları için
fiyatlandırma becerileri önem düzeylerini ortaya çıkarmak,
3. Etkili uluslararası pazarlama uygulamaları için ürün
becerileri önem düzeylerini ortaya çıkarmak,
4. Etkili uluslararası pazarlama uygulamaları için dağıtım
becerileri önem düzeylerini ortaya çıkarmak,
5. Etkili uluslararası pazarlama uygulamaları için
tutundurma becerileri önem düzeylerini ortaya çıkarmaktır.
Planlama ve Faaliyet Becerileri:
1) İşletmemiz uluslararası pazarlama faaliyetlerinin
etkinlik ve verimliğini değerlendirir
2) Uygulanan ve yazılı bir uluslararası pazarlama planı
mevcuttur
3) Dış piyasanın büyüklüğünü ve imkânlarını belirler
4) Küresel rekabet analizi yapar
5) Yayınlanmış farklı veri kaynaklarını ve bilgisayar
uygulamalarını kullanır
6) Yabancı müşteri satın alma davranışı ve teknik
karar alma süreçleri anlayışını geliştirir
7) Çalışanların uluslararası pazarlama eğitimi
ihtiyaçlarını belirler
8) Dış işletmelerin uygulamalarına, kültür farklarına
ve resmi nezaket kurallarına uyum sağlar
9) Ana dili Türkçe olmayan farklı kişiler ile kolay
iletişim kurar
10) Yabancı bir dili konuşabilir
11) Belirlenen dış ülke ve bölgedeki piyasa payını tahlil
edebilir
12) Yabancı piyasanın hukuki çevresi ve kanunlarına
ilişkin uygulamaları değerlendirir
Hipotezler:
H0: İşletmelerde etkili uluslararası pazarlama uygulamaları
için çalışanların beceri düzeyleri önemli değildir.
H1: İşletmelerde etkili uluslararası pazarlama uygulamaları
için çalışanların beceri düzeyleri önemlidir.
Matematiksel Model:
Y= f (X1, X2, X3, X4, X5)
Y: Etkili Uluslararası Pazarlama Uygulamaları
X1: Planlama ve Faaliyet Becerileri
X2: Fiyatlandırma Becerileri
X3: Ürün Becerileri
X4: Dağıtım Becerileri
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13) Mevcut ihracat ve ithalat mevzuatını maliyet ve risk
açısından tahlil edebilir
14) Uluslararası piyasayı bölümlendirebilir
15) Küresel ve çok uluslu pazarlama stratejileri
arasındaki farkları ayırt edebilir
16) Rakiplerine göre piyasadaki fırsatlara karşı daha
hızlı tepki gösterebilir
17) Yabancı piyasa ziyaretlerini, dış gezileri ve seyahat
güzergâhlarını planlar
18) Dış ülkenin tarihi, iktisadi, tarihi ve kültürel
eğilimlerine dikkat ederek önemli unsurları araştırır
19) Sağlanan kârın işletme içinde kalmasını planlar
20) İnsan kaynakları görevlerini belirler ve en uygun
örgüt yapısını kurar
3)
4)
5)
6)
7)
8)
9)
10)
11)
Fiyatlandırma Becerileri:
1) Uluslararası fiyatlandırma stratejilerini seçer ve
değerlendirir
2) Uluslararası piyasalardan elde edilen gelirleri ve k
rları tahmin eder
3) Uluslararası ödeme yöntemlerinden en uygun
olanını seçer ve değerlendirir
(Mal mukabili, vesaik mukabili, akreditifli, kabul
kredili, peşin)
4) Uluslararası ticaretin finansmanı için en uygun
olanı seçer ve değerlendirir
(Eximbank kredileri, alıcı kredileri, alacak
sigortası, hazine ürünleri)
5) Uluslararası ticarette kullanılan çeşitli teslim
şekillerinden birini (INCOTERMS) kullanarak
yanlış anlamaları önler
6) Tam maliyet ve artan maliyet arasındaki farkları
kavrar
7) Paralel ithalat(grey market) faaliyetlerini yönetir ve
tahlil eder
8) En etkin transfer fiyatlandırma şeklini bulur ve
uygular
9) Çok kültürlü ortamlarda etkili ticari müzakere
yapabilir
10) Uluslararası gümrük mevzuatı ve gümrük
vergilerine bağlı maliyetleri belirler
11) Türkiye ve dış ülke vergi teşviklerini (örneğin,
yabancı satış şirketlerini) değerlendirir
12) Müşteri için hizmet maliyetlerini tanımlar ve
düzenlenmesini yapar
(Örneğin ürün ambalajı üzerine bölge dilini
yazmak)
Yerel markaları inceler ve uluslararası markalama
stratejilerini geliştirir
Çeşitli sınıflandırma numaralandırma sistemlerini
gözden geçirir (Örneğin SIC, SITC, HTS)
Ambalajlama, etiketleme ve paketleme ihtiyaçlarını
değerlendirir
Güvenilir dış ülke veya devlet onaylarını alır (Ürün,
güvenlik, çevre ve kalite standartları)
Fikri mülkiyet haklarını korur
"Ne satıyoruz?” tanımlar
Dış piyasa bakım, onarım ve teknik servis sistemini
geliştirir (Garanti, tamirat, yedek parça politikaları)
Ürün kaynak stratejilerini değerlendirir ve seçer
Her ürünü kendi piyasası içinde ürün yaşam
döngüsü stratejisini belirler
Dağıtım Becerileri:
1) Uygun olan dış pazara giriş seçeneklerini
değerlendirir ve bulur
2) Uluslararası taşıma şekillerinden uygun olanları
seçer ve değerlendirir (özellikle güzergâhların
mevcut olmadığı yerlerde)
3) Uluslararası taşıma işleri organizatörünü (freigth
forwarder) değerlendirir ve en uygun olanı seçer
4) Tam zamanlı yönetim veya Kanban envanter
sistemleri geliştirir
5) Dağıtımı etkileyen fiziki coğrafya ve çevre
faktörlerini değerlendirir
6) Yabancı gümrük komisyoncuları veya takas
acenteleri ile sözleşme yapar
7) Geçerli ihracat lisanslarını alır
8) Ortak girişimlerin ve stratejik ittifakların
uygunluğunu değerlendirir
9) Yabancı dağıtımcı, bayi ve acenteleri tanımlar,
değerlendirir, vasıflandırır ve seçer
10) Uluslararası satış gücünü seçer, işe alır,
ücretlendirir, eğitir ve yönetir
11) Dağıtımın verimliliği ve dağıtımın etkinliği
arasındaki dengeyi sağlar
Tutundurma Becerileri:
1) Uygun olan sosyal medya şirketini değerlendirir ve
seçer
2) Uygun olan tutundurma karmasını değerlendirir ve
seçer
3) Uygun olan uluslararası reklam ajansını
değerlendirir ve seçer
4) Uygun olan çağrı merkezini değerlendirir ve seçer
5) Uygun olan kamu ve yerel yönetim halkla ilişkiler
uzmanlarını değerlendirir ve seçer
Ürün Becerileri:
1) Mevcut ürünlerin dış piyasaya uygunluğunu
değerlendirir
2) Ürün uyarlamaya karşılık ürün standartlaştırmanın
hangisinin en uygun olduğuna karar verir
87
yararlanılarak çalışanlarının niteliklerini yükseltmelidir.
Bu sıralanan olgular, işletmelerin dış ticaret bölümleri
için öğretici saptamalardır.
Bundan sonra araştırmalar ile yabancı sahalardaki
uygulamalar derinlemesine incelenmelidir.
Ayrıca uluslararası pazarlama uygulamalarında
verimliliğini yükseltmek isteyen işletmeler başlıca üretim ve
hizmet alanlarına yoğunlaşmak için dış kaynak
kullanmalıdır. Temel işlevleri dışındaki işlerini bu konularda
uzmanlaşmış güven duyulan, yenilikçi katkılar yapabilecek,
uluslararası pazarlama iç görüsüne yoğunlaşan kurumlara
devretmelidir.
6) Uygun olan internet
pazarlama hizmeti
sağlayıcılarını değerlendirir ve seçer
7) Yabancı ülkedeki mevzuatı tutundurma konularına
göre tanımlar ve bunlara uyar
8) Uygun olan uluslararası iletişim kanallarını
değerlendirir ve seçer
9) Tutundurma veya sunum malzemeleri ile satıcıların
ürün bilgisini geliştirir
10) Devletin ihracat teşviklerini, yardımlarını, hibe ve
desteklerini uygun şekilde kullanır
11) Uluslararası ticareti teşvik etmek için yurt içi ve
yurt dışı uluslararası fuarlara katılır
12) Gidilecek ülkenin ayırt edici özellikteki farklı
tutundurma seçeneklerini keşfeder.
Kaynaklar
Koch, A. J. (1997). “Definition and Evaluation of
Competence, Capability and Skill Gaps in International
Business”, Journal of Marketing Practice: Applied
Marketing Science, Vol. 3 No. 2 119-151.
Keillor, B. D. (eds.) (2007). Marketing in the 21st
Century-New World Marketing, London: Praeger
Perspectives.
Yükselen, C. (2017). Pazarlama Araştırmaları,
(7.Baskı), Ankara: Detay Yayıncılık.
Taşkın, E. (2009). Pazarlama Esasları, İstanbul:
Türkmen Kitapevi.
Taşkın, E. (2017). Uluslararası Pazarlama-Güncel
Küresel Yaklaşımlar, (2.Baskı), İstanbul: Türkmen Kitapevi.
Albaum, G. and Duerr E., Josiassen, A., (2016).
International Marketing and Export Management, (8th
Edition), Harlow, United Kingdom: Pearson Education
Limited.
Deresky, H. (2008). International ManagementManaging Across Borders and Cultures, International Sixth
Edition, New Jersey, United States: Pearson Education Inc.
Gnizy, I. (2019). “The Role of Inter-Firm Dispersion of
International Marketing Capabilities in Marketing Strategy
and Business Outcomes”, Journal of Business Research,
105, 214–226.
Blythe, J. and Megicks, P. (2010). Marketing PlanningStrategy, Environment and Contex, First Edition, Harlow,
England: Pearson Education Limited.
Czinkota, M. R. and Ronkainen, I. A. (2013).
International Marketing, (10th Ed.), South-Western, United
States: Cengage Learning.
Morgan, N. A. and Feng H., Whitler, K. A., (2018).
“Marketing Capabilities in International Marketing”,
Journal of International Marketing, Vol.26, No.1, 61-95.
Blanchard P. N. and Thacker, J. W. (2010). Effective
Training-Systems, Strategies, and Practices, International
Fourth Edition, New Jersey, United States: Pearson
Education Inc.
Pelsmacker, P. D., Geuens M. and Bergh, J. V. (2010).
Marketing Communications-A European Perspective,
Fourth Published, Harlow, England: Pearson Education
Bütün sıralanan becerilerin kural olarak yönetim
tarafından uygulanması çok kolay değildir.
Koch (1997) yeteneklerin, becerilerin ve kritik
yetkinliklerinin düzeyinin çalışanlar bağlamında önemli
olduğuna işaret etmektedir.
Buna karşılık bireysel yetkinlikler, yetenekler ve
becerileriler ile ilişkili olmayan ürün kategorileri, coğrafi
sahalar ve iş yapma şekilleri gibi iyi tanımlanmış herhangi
bir alanın değerlendirilmesinde yönetime çok fazla yarar
sağlamaz.
Zira her işletmenin çevresi çok karmaşıktır. İşletmenin
etkili olması iç ve dış piyasanın çevre şartlarına göre esnek
olmasına bağlıdır.
İşletmenin dışarıya sattığı ürün çeşitleri, rakipler ve
içinde bulunduğu sanayi uygulamada etkinliğini değiştirir.
Uluslararası piyasaya giriş düzeyi, uluslararası taahhüt
işlerine girmesi, yaratıcı yenilikler yapmasının ulaşılan
sonuçlara olumlu katkı da bulunduğu anlaşılmıştır.
İşletmenin rekabet üstünlükleri, uyguladığı yönetim
stratejisi, pazarlama taktikleri ve uluslararası pazarlama
faaliyetlerinde uygulanan yaklaşımların etkili olduğu
anlaşılmıştır.
Sonuç
İşletmelerin
etkili
uluslararası
pazarlama
uygulamalarında çalışanlarda gerekli beceri düzeylerinin
temel olarak beş değişkeni vardır. Elbette her işletmenin
pazarlama hedeflerini etkileyen dış ve iç çevre unsurları
vardır. İşletmeler burada beş kısım altında belirtilen
çalışanlarda
bulunması
gereken
temel
vasıfları
değerlendirmeli ve gereken eksikleri gidermek için incelenen
bulguların üzerine eğilmelidir. Küresel ölçekte yaşanan hızlı
değişim ve dönüşümün etkileri uluslararası pazarlama
faaliyetlerinin sonuçlarına olumsuz veya satış yükseltme ve
maliyetlerin düşmesi şeklinde olumlu olarak yansımaktadır.
Uluslararası pazarlama uygulamalarında etkin olmak
isteyen işletmeler bu çalışmada sıralanan 66 öğretici olgudan
88
Marketing Strategy-Tactics and Skills That Work, First
Published, New York, United States: Business Expert Press.
TİM-Türkiye İhracatçılar Meclisi, İhracat Raporu-Yeni
Vizyon, Yeni Yol Haritası (2020). Web site: www.tim.org.tr
Terpstra V. and Sarathy, R. (1991). International
Marketing,
(Fifth Ed.), Orlando,United States:The Dryden Press.
Keegan W. J., and Green, M. C. (2017). Global
Marketing, (9th Ed.), Harlow, United Kingdom: Pearson
Education Limited.
Limited.
Jagodka, R. F., (1998). Skills Needed For Effective
International Marketing Implications, California: University
of La Verne.
Çavuşgil S. T., Pervez N. G. and Akçal A. A., (2013).
Doing Business in Emerging Markets, Second Edition, Los
Angeles, United States: Sage Publications.
Bǔrca, S., Fletcher, R. and Brown, L., (2010).
International Marketing-An SME Perspective, First
Published, Harlow, England: Pearson Education Limited.
Zou, S., Kim D. and Çavuşgil, S. T., (2009). Export
89
90
Panel Meeting on Small Firm Internationalisation:
Cases of Four Turkish Firms (Session in Turkish)
C. Coşkun Küçüközmen, İzmir University of Economics, İzmir, Turkey (Moderator)
Seçil Kaynak, General Manager, Beydemir Sac Profil Sanayi ve Ticaret A.Ş. & Head of the Board of
Directors, Kemalpaşa Industrialists & Businesspeople Association, İzmir, Turkey
Gürhan Güven, Chairman of the Executive Board & CEO, FERSAN Fermantasyon Ürünleri A.Ş.,
İzmir, Turkey
Mutlu Can Günel, Member of the Executive Board, Batıçim Batı Anadolu Çimento Sanayii A.Ş.,
İzmir, Turkey
Erçin Şahin, General Manager & Member of the Board of Directors, Erenli Kauçuk Sanayi A.Ş.,
İzmir, Turkey
Erdoğan Taşkın, Beykent University, İstanbul, Turkey
Emin Akçaoğlu, Beykent University, İstanbul, Turkey
Panel Toplantısı: Küçük Firmaların Uluslararasılaşması
C. Coşkun Küçüközmen, İzmir Ekonomi Üniversitesi (Moderatör)
Seçil Kaynak, Genel Müdür, Beydemir Sac Profil Sanayi ve Ticaret A.Ş. & Kemalpaşa İş İnsanları
Derneği Başkanı, İzmir
Gürhan Güven, Yönetim Kurulu Başkanı ve CEO, FERSAN Fermantasyon Ürünleri A.Ş., İzmir
Mutlu Can Günel, İcra Kurulu Üyesi, Batıçim Batı Anadolu Çimento Sanayii A.Ş., İzmir
Erçin Şahin, Genel Müdür ve Yönetim Kurulu Üyesi, Erenli Kauçuk Sanayi A.Ş., İzmir
Erdoğan Taşkın, Beykent Üniversitesi, İstanbul
Emin Akçaoğlu, Beykent Üniversitesi, İstanbul
Coşkun Küçüközmen:
Erdoğan Taşkın:
Değerli konuklar hepiniz hoş geldiniz. Bugün
konferansın ikinci günü. KOBİ’lerin uluslararasılaşması ve
uluslararası
girişimcilik
konferansımız,
Würzburg
Uluslararası İş Forumu tarafından Beykent Üniversitesi’nin
işbirliği ile birlikte gerçekleşiyor. Konferansın ikinci
gününde iş insanlarından oluşan bu panel toplntısında
sizlerle birlikteyiz.
Bu panelimizde açılış tebliğini sevgili Erdoğan Hocamız
yapacak. Arkasından Kemalpaşa Sanayici ve İş İnsanları
Derneği’nden Başkan Seçil Beydemir Kaynak’tan ve diğer
katılımcılardan firmalarının uluslararasılaşma süreçlerini ve
buna ilişkin başarı hikâyelerini ve iş stratejilerini
dinleyeceğiz.
Zaman geçirmeden sözü hemen Erdoğan Hocama
vermek istiyorum. Buyurun Hocam.
Teşekkür ederim Sayın Başkan. Şimdi tahmin ediyorum
sizlere bu sabahki bildirinin ilk başlık sayfası geldi.
Uluslararası pazarlamada yani uluslararası piyasalara açılan
işletmelerde, sınırlar ötesine geçen işletmelerde gerekli
pazarlama faaliyetleri ve çalışanların eğitim ve geliştirme
becerileri, yani dış ticaret becerileri, ihracat yapıyorsa ihracat
becerisi, ithalat yapıyorsa ithalatla ilgili becerileri, hem üst
düzey yöneticiler için hem de çalışanlar için son derece
önemlidir. Fakat tek bir işletmede bütün bu becerileri hepsini
bulmak mümkün değildir. Özellikle bizim konferansımızın
konusu olan küçük ve orta boyutlu işletmelere baktığımız
zaman dış ticaret bölümünde çalışan kişilerin farklı yabancı
dil bilgileriyle dış ticaretin uygulamalarının farklı
boyutlarına sahip olduklarını biliyoruz.
Sahip olmadıkları zaman ne olacak bu becerilere? Bu
sefer de dış kaynak kullanımı gerekiyor. Yani işletmenin
91
görüyoruz bunu.
Pazarlama çevresi her sektör için farklı. İhracatı öne
çıkan sanayilerimize baktığımız zaman, otomobil ve yan
sanayisi, gene işlenmiş gıda, taze sebze meyve, konfeksiyon,
hazır giyim ve aşağıya doğru baktığımız zaman kimya,
makine sektörü…
Çok farklı sektörlerde ihracatta hitap ettiğimiz bir
çerçeve var. Hangi piyasalara hitap ediyoruz? İşletmenin bu
piyasalardaki etkinliği, stratejisi nedir? Kimler ile rekabet
ediyoruz, hangi piyasalarda? Stratejilerimiz, taktiklerimiz ve
işletme faaliyetlerimiz neler? Bunların hepsi işletme
çıktılarını etkiliyor. Örneğin ihracatta elde ettiği sonuçlar,
çalışanların becerilerine, yeteneklerine, özelliklerine, bu
konulardaki
deneyimlerine
bağlı
oluyor.
Başta,
fiyatlandırma becerileri, az önce söylediğimiz gibi neye göre
fiyatlandırma yapıyoruz? Ürünle ilgili, markayla ilgili
beceriler, bunlar da son derece önemli. Markayı yurt dışında
tescil ettiriyor muyuz, ettirmiyoruz. Fikri ve sınai haklar için
konferanslarda farklı örnekler verilir. … Velhasıl kelam,
markanın tescili, iş yapma şeklimizi etkiliyor. İşletmenin
genel ve mali gücü yani finansal imkânları uluslararası
ticaretle bağlantılı bir konu, iş yapma isteği özellikle ölçek
büyüklüğünden faydalanma imkânları, ürünün unsurları…
Bir mobilya bozulan bir ürün değil ama yaş sebze meyve,
taze gıda veya işlenmiş gıda hızlı bir şekilde bozuluyor. O
zaman ne yapacağız? Yabancı dağıtımcılarla mı çalışacağız?
Bu araştırmaya başlarken Gümrük Müşavirleri Derneği
ile görüştük İstanbul’da. Ama pandemi öncesi kararları
çıkarttık. Araştırmayı gönderme imkânımız olmadı. Çünkü
Türkiye, hızlı bir şekilde, bütün dünyada olduğu gibi
ihracatta durgunluk aşamasına girince cevaplar olumsuz
gelmesin diye araştırmamızın sorularını, araştırmamızın
özellikle planlama ve faaliyet becerilerinin, fiyatlandırma,
ürün, dağıtım becerilerinin, tutundurma becerilerinin,
çalışanların eğitim ve geliştirme ile ilgili yeteneklerinin etkili
uygulamasını yani işletmenin ihracatını hipotezimin etkiler
diye düşünüyoruz. Ancak bunu Türk işletmelerinde farklı
piyasalarda farklı bölgelerde sorarak buradaki soruları,
ölçekteki soruları sorarak değerlendirme imkânımız olmadı.
Bu çalışanların bireysel yetkinlikleri, yetenekleri, becerileri
olmadığı zaman ne yapması lazım, işletmenin dış kaynak
kullanması gerekiyor. Bu dış kaynak şirketin veya işi
yapacak kişileri seçerken de güvenilir ve işletmenin esas
çalıştığı alan dışındaki alanlarda uzmanlaşmış yaratıcı
yenilikler yapan kişi ve işletmelerle çalışması gerekiyor.
Sayın Başkan, Sayın dinleyiciler uluslararası
pazarlamada gereken beceriler konusundaki bu araştırmanın
anketinin gönderilmesi devam ediyor. Pandemi sonrası şu
anda inşallah başka toplantılarda başka konferanslarda tekrar
görüşmek üzere hepinize tek tek teşekkür ediyorum.
Sayın Başkan zamanımı tam kullandığımı tahmin
ediyorum. Bu nedenle soru gelirse de gene örnekler ile cevap
verme imkânımız olacak. Uluslararası bir tebliğ olduğu için
de verdiğimiz örnekleri -mobilya, tekstil, hazır giyimhepsini buraya yazma imkânımız olmadı. İnşallah araştırma
yaptığı esas faaliyetin dışındaki alanlarda; yaratıcı yenilikler,
teknoloji ve işletmeye bir paydaş olarak değer katacak dış
kaynaklar ile işletmenin çalışması gerekiyor.
Ne kastediyoruz bu becerilerden? Birincisi, işletmenin
planlama ve faaliyet becerileridir. Hangi piyasaya satacak?
Hangi piyasa ile işbirliği yapacak… Bu planlama ve faaliyet
becerileri önemlidir.
Benim daha önce yaptığım, bu konu ile ilgili
araştırmalarda, özellikle mobilya sektörünü incelemiştim.
Kayseri’de ihracat yapan mobilya sektörüne, markaları
İtalyanca kökenli isimler olanlar, sanki aslında hepsi Türk
firmaları. Sormuştum, hangi ülkelere ihracat yapıyorsunuz?
Hocam dedi, biz 72 ülkeye ihracat yapıyoruz. Bakarsanız
mobilya işindeki çok tanınmış firmalara, web sayfalarında
veya kişisel konuşmalarında 70’den aşağı ülke yok. Ama
Kayseri Organize Sanayi Bölgesi ihracatı, İzmir veya
Manisa’da büyük bir fabrikanın ihracatına denk geliyor.
Şimdi çok düşük miktarlarda toplam ihracat. Hangi ülkeleri
ve nasıl seçiyorsunuz dedim büyük bir işletme yöneticisine.
Hocam dedi biz İngiltere, Almanya, Fransa, Polonya’ya her
yere satıyoruz. Nereden buldunuz siz bu ülkeleri dedim.
Araştırma yaptınız mı? Piyasa araştırması veya uluslararası
pazarlama araştırması… Hocam dedi nerede Türk varsa biz
gidiyoruz dedi. Dedim nasıl oluyor bu işler? Mesela ben
geçen hafta Atina’daydım dedi. Orada Türkçe konuşan Batı
Trakyalılar var. Onlara ihracat yapıyoruz.
Şimdi bütün bu ihracat faaliyetlerinde, pazarlama
araştırması yapmak doğru yapmamak yanlış diye bir konu
yok tabi, önemli olan ticaret ve kazanç sağlamak.
Fiyatlandırma becerilerine ihtiyaç var. Fiyatlandırmayı nasıl
yapıyorsunuz? “Herkes birbirinin fiyatının eksiğini veriyor
aynı müşteriye”. Peki, üründeki yenilik, değer yaratma, fark
yaratma, marka… Bunlar ürün becerileri var mı, bunlar da
tartışılabilir. Dağıtım becerileri. Nereye kadar ürünlerimizi
dağıtıyoruz? Yani, Avrupa’nın neresine dağıtıyoruz, hangi
dağıtım kanallarını kullanıyoruz, Alışveriş Merkezlerini mi
kullanıyoruz yoksa bunların içerisinde çok katlı mağazalara,
zincir mağazalara mı dağıtıyoruz, yoksa fabrikalar, sınırlar
ötesindeki münhasır bayiler ile mi çalışıyor, sözleşme
üzerinden mi gidiyorlar bunlar da tartışmalı. Tutundurma
becerileri. Yani satış, pazarlama iletişimi, reklam, sosyal
medya… Bunları da bu bildiride bu sabahki konuşmamızda,
tebliğ sunumunda sizlere aktarmak istiyorum.
Özellikle kuramsal çerçeveye baktığımızda, bu konuda
yapılmış daha önceki araştırmalar fazla ve bu becerilerle
ilgili olarak farklı araştırmalar yapılmış. İnsan kaynakları,
mali kaynaklar, piyasa bilgisi, pazarlama bilgisi, bu pazarı
nasıl yönetiyoruz, ne yapıyoruz, uluslararası taahhüt
işlemlerine gidiyor muyuz yani sözleşmeler bu konularla
ticari hukuki yükümlülükler… Yabancı piyasa bağlantısını
az önce söylediğimiz gibi neye göre yapıyoruz? Yabancı
tüccarlarla mı çalışıyoruz ihracat şirketleriyle mi
çalışıyoruz? Girişimcinin özellikleri, devletin, kamu
kurumlarının yaptığı ihracat teşvikleri… Bunlara bir bütün
olarak bakan araştırmalarda pazarlama yetenekleri olarak
92
yapıyoruz diyebilirim. Ve müşterilerin beklentileri
doğrultusunda biz ağırlıklı olarak butik üretim yapıyoruz.
Otomotiv sektörü başta olmak üzere aslında hemen
hemen tüm sektörlere hizmet edebilecek bir ürün
portföyümüz var. Çünkü işimiz taşıma ve istifleme. Bu
alanda ihtiyaç sahiplerine gerek biz çözümler üretiyoruz
gerek onların çözümlerini imalata döküyoruz.
Bizim ürünümüzün imalattaki yeri aslında son nokta.
Ürün banttan çıktıktan sonra istiflenmesi veya montaj
hatlarına taşınması için kullanılan kasaları imal ediyoruz. .
Firmamız Türkiye’de üretim yapan hemen hemen bütün
büyük firmaları müşteri portföyüne katmış durumda. Bir
diğer iş kolumuzda kumlama makineleri imalatı. Bu babamın
sektördeki ilk yıllardan itibaren yaptığı ve şu anda da çok
yoğun olmasa da ara ara özel siparişlerle devam ettiğimiz bir
üretim. Ve bununla birlikte ürettiğimiz ürünlerin aynı
zamanda ihracatını da yapıyoruz birçok ülkeye.
Biraz kronolojimizden bahsetmek istiyorum. 1985
yılında kurulan Beydemir firmamız 1998 yılında Fransızların
mevcut kasa ihtiyaçlarına çözüm bulabilmek adına yaptıkları
Türkiye ziyaretlerinde birkaç firma arasından bizi tercih
etmeleriyle biz ihracata başladık. Ve Peugeot-Citroen
firmasının Fransa ayağına uzun yıllar kasa ihracatı yaptık.
Ardından 2004 yılından itibaren ihracat ülkelerimize
Hollanda’yı kattık. Ve aynı dönemlerde Beydemir
markamızı da tescilledik. 2005 yılında Almanya’dan alınan
Avrupa Palet Birliği Lisansı olarak adlandırılan kasamızı
bünyemize kattık. Aynı dönemde kalite yönetim sistemi
çalışmalarımıza da hız verip firmamıza ISO 9001 Belgesi’ni
kazandırdık. O günden beridir de ISO 9001 belgemiz TSE
tarafından sürekli tetkik ediliyor. 2006 yılında ilk kumlama
makinamızın ihracatını yaptık. Nereye? Çin’e. Bu Çin’e ilk
ve son ihracattı. Yani bu ihracattan sonra makinamızın
kopyalarının dünyaya dağıtıldığını düşünüyoruz. Çünkü bir
daha bize bir makina talebi gelmedi. Ama bizim için yine de
oldukça başarılı bir ihracattı. Ardından ihracat
pazarlarımızın arasına 2010 yılında Almanya’yı ekledik.
Almanya’da BMW firmasıyla çalışmaya başladık. Bu bizim
yani Beydemir A.Ş.’nin yaklaşık bir beş basamak yukarı
çıkması demekti. Çok büyük bir başarıydı. Tabi ürünlerimiz,
ihracatımız devam ederken 2016 yıllarında biz anonim şirket
olmaya karar verdik. Dün itibariyle de ihracat pazarlarımıza
Yunanistan’ı da kattık. Artık Yunanistan’a da ihracat
yapmaya başladık.
Ürünlerimizin tabii yüksek tonajlı ve büyük ebatlarda
olması sebebiyle lojistik bize çok büyük sıkıntılar yaratıyor
maalesef. Avrupa ayağına ürünlerimizi gönderirken çok
ciddi lojistik masraflarımız çıkıyor. Bu masrafları
olabildiğince asgari düzeye indirebilmek için yaklaşık 2018
yılında biz Bulgaristan’ın Şumen bölgesinde bir arazi satın
aldık. Şu anda orada şirketimizi kurduk: Beydemir
MetalWorks adlı şirketimizi kurduk. Yani dünyamızın ve
tabi ülkemizin içinden geçtiği bu ekonomik olarak sıkıntılı
süreci biraz hafiflettiğimiz anda oradaki yatırımımız
hızlandırıp küçük de olsa bir imalat atölyesi orada da açıp en
tamamlanırsa tekrar değerlendirme imkânımız olur.
Özellikle katılımcılara ve Başkana, Emin Hocama, teşekkür
ediyorum.
Coşkun Küçüközmen:
Erdoğan Hocam çok teşekkür ediyorum sunumuz için.
Süreyi çok ekonomik kullandınız. Hatta birazcık da tasarruf
etmiş olduk. Zaman geçirmeden diğer konuşmacıya
geçeceğim ama ben biraz önce sizin ifade etmiş olduğunuz
gibi bu konuya ilgi duyan arkadaşlar size zaten internet
üzerinden Erdoğan Taşkın olarak arattıkları zaman Beykent
Üniversitesi bilgilerinize ulaşıp sizinle temasa geçebilirler
konuyla ilgili olarak. Bunu da bu vesileyle ifade etmiş
olayım.
Şimdi Beydemir Saç Profil Sanayi ve Ticaret Anonim
Şirketi’nin Yönetim Kurulu Başkanı ve Kemalpaşa İş
İnsanları Derneği’nin Başkanı ve aynı zamanda şirketin de
genel müdürü Seçil Kaynak Hanımı dinliyoruz. Zamanı da
yine efektif kullanmak adına Seçil Hanım kendisini kısaca
tanıtıp arkasından sunuma geçerse memnun oluruz.
Seçil Beydemir Kaynak:
Teşekkür ederim Coşkun Hocam. Öncelikle herkese
merhaba. Coşkun Hocam kısaca tanıttı ama ben de biraz
kendimden bahsetmek istiyorum.
Seçil Beydemir Kaynak. 22 yıllık çalışma geçmişim var.
Bunun yaklaşık on bir yılı beden eğitimi öğretmeni olarak
devlet okullarında geçti. Türkiye’nin birçok ilinde
öğretmenlik görevimi yaptım. On bir yıl sonrasında da
devletteki görevimden istifa ederek aile şirketimiz olan
babamın kurucu olduğu Beydemir Saç Profil Sanayi ve
Ticaret Anonim Şirketi’nde bildiğiniz telefonlara bakan
sekreter olarak göreve başladım. Şu anda buradaki çalışma
geçmişim on bir yılı doldurdu. Tabi basamakları yavaş
yavaş, eğitimler ala ala, öğrene öğrene atladım. Ve yaklaşık
4 yıldır da yaptığım işe hâkim olarak idari işlerden sorumlu
genel müdür olarak görev yapıyorum. Erkek kardeşimle
birlikte çalışıyoruz. İkinci nesil olarak görevi devraldık.
Erkek kardeşim de üretimden sorumlu genel müdür olarak
görev yapıyor. Bu şekilde çalışma hayatımıza devam
ediyoruz. Yaklaşık 1 yıldır da Kemalpaşa Organize Sanayi
Bölgesi’ndeki, Kemalpaşa Sanayici ve İş İnsanları
Derneği’nin Başkanı olarak görev yapıyorum. Gerçi görevi
devraldığımızda pandemi dönemine girdiğimiz için çok fazla
bir aktivite yapamadık ama elimizden geldiğince bir şeyler
yapmaya çalışıyoruz bu dönemde.
Ben biraz da şirketimizden bahsetmek istiyorum. 1985
yılında tek ortaklık olarak kuruldu şirketimiz, Hüseyin
Beydemir tarafından. Ve 1993 yılında limited şirket haline
geldi. Ve 1997 yıllarından itibaren de İzmir Kemalpaşa
Organize Sanayi Bölgesi’nde yaklaşık 8.500m2’lik bir
alanda aktif olarak faaliyetlerimizi sürdürmeye devam
ediyoruz. Tamamen öz varlıklarımızla yatırımlarımızı
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çabalarla biz ihracat pazarına girmeyi başardık. Başardık mı
başardık. Gerçekten yani bizim için büyük bir başarıydı ama
bir yerden sonra bazı işi profesyonellere devretmek
gerektiğini düşünüyoruz. Biz dedik ki biz kendi
imkânlarımızla bir şeyler yaptık. Firmayı bir yerlere getirdik
ama her işi bilen yapmalı. Biz her şeyi bilemeyiz, her konuda
kendimizi geliştiremeyiz. O yüzden de biz bundan yaklaşık
bir üç yıl önce bir satış departmanı oluşturduk şirketimizde.
Ve bir profesyoneli dâhil ettik departmana ve tamamen
yetkiyi ona bıraktık. Bu bizim için gerçekten büyük bir
adımmış. Bunu şu anda oturup konuştuğumuzda hep
tartışıyoruz. Çok doğru bir karar vermişiz. Herkes bildiği işi
yapsın derler ya, o hakikaten çok doğru bir söz. Biz üç yıl
önceki kararla gerçekten ihracatımızı yaklaşık %20, %30
oranında yukarı çıkardık. O yüzden bunun önemini özellikle
vurgulamak istiyorum.
Bir yere kadar bir şeyler başarabilirsiniz ancak bir
şirketin sahibi olmak demek her işi yapabileceğiniz anlamına
gelmiyor. Bazen işleri iyi yapanlara bırakmak gerekir. Tabii
ki kontrol sizde olacak kontrolü asla elden bırakmıyorsunuz
ama biraz da o kapıları aralayıp profesyonellere hak tanımak
gerekiyor diye düşünüyorum. O yüzden benim
verebileceğim en önemli nasihat bu olur diye düşünüyorum.
azından Avrupa ayağına gönderdiğimiz ürünlerdeki lojistik
masraflarını en az düzeye indirmeyi amaçlıyoruz. Bu
Beydemir’in, şu anki en önemli yatırım hedefi diyebilirim.
İhracata ilk başladığımız yıllarda kurucumuz Hüseyin
Beydemir mesleki anlamda tabi sonsuz bir bilgiye sahipti.
Yetkinliği üst düzeydeydi. Bu şekilde olması sebebiyle bizim
ihracattaki o yabancı dil konusundaki eksikliğimiz açıkçası
çok hissedilmedi. Bize çok sıkıntı yaratmadı. Evet, firmada
ben yoktum; erkek kardeşim yoktu; babam tek başınaydı.
Sadece yanında genç yaşlarda işe aldığı bir muhasebe
müdürü vardı. İkisi kafa kafaya, hani birçok konuda belki
eksiklikleri vardı ama mesleki yeterlilikleri sayesinde çok
ciddi yurt dışı ihracatlarına imza attı.
Tabii yıllar sonra ben devreye girdim. Benden bir süre
sonra erkek kardeşim devreye girdi. Tabii yeni neslin
yabancı dil konusunda özellikle daha başarılı daha iyi
eğitimli olması sebebiyle bizim ihracat firmalarımızla olan o
mesleki diyaloğumuz aynı zamanda dostluk diyaloğuna da
dönüşmeye başladı. Bir araya gelişlerde sadece iş değil
dostluk alışverişi de yapılıyordu. Bu tabi şirketimizin adına
çok büyük bir başarı oldu. İhracat müşterilerimizle dediğim
gibi iletişimimiz devam ediyor.
Hedeflerimiz ihracat ayaklarımızı genişletmek. İhracat
yelpazemizi daha da genişletmek. Çünkü bizler Türkiye
piyasasında Beydemir olarak bir markayız. Yani Türkiye’de
artık keşke şu firmayla da çalışabilsek diyebileceğimiz bir
firma kalmadı, çok şükür. O yüzden hedefimiz Avrupa’da da
artık tamamen bir marka olmak. Genel olarak benim
anlatmak istediklerim bunlar. Soru sormak isteyen olursa
seve seve cevaplamak isterim.
Coşkun Küçüközmen:
Mikrofonu şimdi açabildim hemen söyleyeyim, ikinci
soruyu da… Bu uluslararasılaşma sürecinde karşılaştığınız
çok majör bir sorun var mıydı? Bu sorunlar arasında hani
bunu etkileyen faktörler arasında şöyle birkaç tanesini yine
bu yoldan gidecek olanlara öneri bağlamında söyleyebilir
misiniz? Yani ne tür sıkıntılarla karşılaşıyorsunuz? En çok
hangi sıkıntı ile karşılaşıyorsunuz ya da şöyle sorayım ben
bir devlet memuru, yürmi beş yıl devlet memurluğu yapmış
biri olarak, biz bunu denetimimize tabi olan tüm kurumlara
sorardık. Sizin denetçiniz BDKK’dayken olsun Merkez
Bankası’ndayken olsun acaba biz hakikaten sizin çok iyi bir
şekilde çalışmanız, üretmeniz için yeterli imkânlar sağlıyor
muyuz? Yoksa yapılan düzenlemeler sizi engelliyor mu ya
da şu tip düzenlemeler, şu tip şeyler yapılsa biz bu alanda
daha iyi mesafe kat edebiliriz anlamında işte o noktada
önerileriniz var mı? Hani hep diyorlar ya milli ekonomi diye
milli ekonomimize katkısı olacak birkaç uyarınız, cümleniz;
hani şunu yapsalar daha iyi olurdu diye altın tavsiyelerinizi
alalım sizden hemen son bir iki dakika içerisinde.
Coşkun Küçüközmen:
Sunumunuz için teşekkürler Seçil Hanım. Ben hemen
sorudan ziyade bu uluslararasılaşma sürecini çok kısacık
anlattınız süre itibariyle tabi. Şimdi göstermiş olduğunuz
haritada bulunan kırmızı noktaların sayısının artması oluyor
herhalde hedefleriniz. Hedef pazarlarınız da var. Bu noktada
en azından bir tavsiye ya da deneyimlerinizden yola çıkarak
uluslararasılaşma konusunda iki sorum olacak size.
Birincisi uluslararasılaşmak isteyen ama henüz bunu
başaramayan KOBİ’lere birkaç cümle bir tavsiyeniz var
mıdır?
Diğeri sorum da sizin bu pazar payınızı daha da artırmak
için ne gibi faktörler ilk birkaç sırayı işgal ediyor? Bunları
paylaşabilir misiniz?
Seçil Beydemir Kaynak:
Seçil Beydemir Kaynak:
Şöyle söyleyebilirim ihracatta tabii ki sıkıntılar
yaşıyoruz. Bir kere en önemli sıkıntı güven problemi.
Firmayı tanımıyorsunuz. Firmaya ha deyince kapısına gidip
ne yapıyorsunuz deme şansınız yok. O yüzden güven tabii ki
çok önem arz ediyor. Bu tabi yaşadığımız en büyük
sıkıntılardan biri. Çok şükür bununla ilgili bugüne kadar hiç
problem yaşamadık ama tabi hep bunun tedirginliğini
Şimdi öncelikle Coşkun Hocam, ihracat ayağını
genişletmek ya da ihracat pazarında Avrupa pazarında ya da
dünyanın birçok ülkelerinde yer almak isteyen dostlarımıza
şunu önermek istiyorum, çünkü biz bunu yaşadık. Uzun
yıllar biz kendi bünyemizde kendi çabalarımızla kendi
imkânlarımızla işte fuarlara katılarak yurt içinde ufak
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Kendisinin tebessümünden de görüyorum bu arada
mikrofonu kapalı olmasına rağmen. Erçin Bey lütfen şu an
sunum ve mikrofon sizde teşekkür ediyorum.
yaşıyoruz firma olarak. Bir diğer problemde şimdi Dünyanın
Türkiye’ye bakış açısı çok değişken yani bir gün
bakıyorsunuz ilişkiler çok iyi bir gün bir anda yapılan ufacık
bir yanlış hareketle yerle bir olabiliyor ilişkiler. Bu tabi biz
firmaları çok etkiliyor maalesef. Bu bizim yaşadığımız en
büyük tedirginlik çünkü bu durumda sizin elinizden bir şey
gelmiyor. Siz ağzınızla kuş da tutsanız dünyanın en iyi
ürününü de üretseniz ülkeler arasında bir ekonomik ya da
siyasi sıkıntı yaşandığı anda sizin yapabilecek hiçbir şeyiniz
kalmıyor. Bu özellikle Türkiye’de ihracat yapan firmaların
hemen hemen hepsinin yaşadığı en büyük tedirginlik
diyebilirim. Tabi bizde vakti zamanında bu tür sıkıntılar
yaşadık. Siyasi sıkıntılar bizleri etkiledi. Bu etkilerden dolayı
bazen sözleşmeler fes oldu. Bunlara ne çözüm getirilebilir
açıkçası bu tabi işin çok siyasi ayağı, çok politik ayağı hani
bu konuda benim bilgim ve tecrübem açıkçası çok yeterli
değil maalesef. Ama en azından ülkeler arasındaki bu
iletişimin kuvvetlendirilmesi için büyüklerimizin bir şeyler
yapması şart çünkü dünya Türkiye’ye muhtaç biz Türkiye’de
dünyanın birçok yerine yarı mamul ürün üretiyoruz.
Ben hatta hep şunu diyorum Türkiye’de bu zamana
kadar bir araba üretimi olmadı belki ama biz bir arabayı
üretebilecek, o arabayı oluşturabilecek bütün parçaları
Türkiye’de üretiyoruz. Çünkü dünya devlerinin birçoğu
Türkiye’den alıyor yarı mamullerini. O yüzden de
iletişimimizin ülkeler arası ilişkilerin iyi olması için
büyüklerimizin belki biraz daha pozitif bir şeyler yapmaları
gerekir diye düşünüyorum.
Erçin Şahin:
Çok teşekkürler hocam. Hemen bir paylaşımda
bulunayım. Bu konuda benim çok sevdiğim bir konu kariyer
gelişimimde de zaten aile şirketimizde ihracat yani yurtdışı
satış temsilcisi olarak başlamıştım.
Firmamız bizim bahsettiğim gibi altmışlı yılların
başında birinci kuşak tarafından yani benim dedem
tarafından kurulmuş. O dönemde özel sektörün sanayileşme
hamlesi ile bildiğimiz birçok KOBİ kurulmuş ve bu
zamanlara kadar gelmiş olan birçok firma var altmışlı yılların
başında. Bizim şirketimizde o dönemde küçük bir evin
içerisinde hem üretim yapıyorlarmış hem de aynı zamanda
aynı evde yatıp kalkan bir ailenin küçük bir şirketi olarak
kurulmuş. BMC’nin kurulması ile beraber parça ihtiyacı
doğunca, malumunuz tabii ki de kim yapar, BMC’nin o
dönemdeki yan sanayideki hamlesini birçok kimse
duymuştur belki. Kamyon sökülmüş bahçeye dizilmiş. Bu
parçaları kim üretir diye Çankaya’dan, efendime söyleyeyim
İzmir’in farklı semtlerinden ustalar, iş yapan insanlar
çağırılmış. Erenli Kauçuk olarak bizim hikâyemiz de öyle
başlamış. O dönem motor takozlarını üreterek; altmışlı
yıllarda BMC’ye üretim yapmaya başlamışlar.
Daha sonra BMC ile beraber yetmişli yıllara kadar gelen
bir üretim, yoğun bir üretim. İthal ikamesine istinaden tabii
ki malzeme ithalat olmadığı için malzeme bulmada sıkıntı
var. O dönemin oldukça yani bugüne göre karşılaştırırsanız
çok çok kalite olarak çok çok altında üretilen yedek
parçalarla seksenli yıllara kadar gelinmiş bir süreç var.
Bizler ne üretiyoruz? Çok affedersiniz önce onlardan
bahsetmek isterim şirket tarihinden ziyade. Bizler otomotiv
için ısıtma soğutma hortumları üretiyoruz. Yani motorun
içinde kaputun altında olan akışkan transfer hortumları;
bunların içinden yağ, su, hava; hammaddemiz kauçuk,
kauçuk hammaddesini işleyerek gördüğünüz gibi sunumda
bu gibi ürünleri üretiyoruz plastik de var. İzmir
Kemalpaşa’da bulunmakta şirketimiz, iki yüz elliye yakın
çalışan personelimiz var. %80 ihracat yapmaktayız. Hedef
pazarımız Orta Avrupa ve Amerika. Burada Almanya,
Belçika, İtalya, İspanya otomotivin merkezinin olduğu her
yerde çeşitli müşterilerimiz var.
Bizim ürünlerimiz direkt fabrikalara gitmiyor. Doğu
Avrupa’da ve hatta Orta Avrupa’da birtakım ülkelerde
kurulu olan otomotiv yan sanayinde TR1 dediğimiz
firmaların üretim bantlarına gidiyor. Orada birkaç işlemden
sonra Volkswagen, Mercedes, BMW gibi çeşitli ana sanayi
fabrikalarında motor altında çeşitli komponentlerle beraber
takılıyorlar.
Üretim teknolojimizden bahsetmek isterim. Dediğim
gibi kauçuk hammaddesini alıp işleyip sunumda da
gördüğümüz gibi ekstruzyon, asıl faaliyet konumuz
Coşkun Küçüközmen:
Çok teşekkür ediyorum. Gerçekten altın kıymetinde
tavsiyeler derken bunları kast etmiştim Tam olarak verdiniz
sağ olun.
Seçil Beydemir Kaynak:
Ben teşekkür ederim.
Coşkun Küçüközmen:
Ve hemen zaman geçirmeden ikinci konuşmamıza
geçmek istiyorum Erçin Şahin Beyi dinleyeceğiz. Kendisi
Erenli Kauçuk Sanayi A.Ş. Genel Müdürü ve Yönetim
Kurulu Üyesi. İş hayatında yirmi yıldır bulunuyor. Üçüncü
kuşak temsilcisi ve netice olarak kendisi ile
yazışmalarımızda şöyle bir cümleyle hedefiniz nedir diye
sorduğumda gayet güzel bir mission statement göndermiş.
“Gelecek kuşaklara sürdürülebilir bir dünya ileriki
dönemlerde de rekabetçiliğe uyuyabilmek ve çağa uymak
adına sürekli gelişebilen bir şirket organizasyonu bırakma
hedefimiz bulunmakta” demiş. Evet, Erçin Bey çok güzel,
çok anlamlı bir ifade bu.
Şimdi saat 10:56, artık süre konusunda Emin Hocamız
bize böyle bir yarım saat daha ihsan eder diye ümit ediyoruz.
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yakalarsanız kendinizi çok çok iyi geliştirme fırsatına sahip
olabilirsiniz. Bu otomotivde temel anahtar bir faktördür.
2000’lerin başında bizim artan yedek parça satışlarımızla
beraber ana sanayiye kısmen girme imkânı oldu. Bu
motosiklet endüstrisi, motor endüstrisi ile beraber
gerçekleşti. Yine o yıllarda ana sanayi ucuz mal bulma
arayışında Doğu Avrupa’ya bir alternatif yaratmak için ciddi
bir Türkiye Hamlesi yaptı. Bu Volkswagen önderliğinde
oldu ve diğer fabrikalar bunu izledi. Böylelikle bizim yan
sanayi oldukça gelişti. Bizde bu dönemde çok geliştik.
Kendimizi geliştirdik daha rekabetçi hale geldik. Bizim için
otomotivde bir satış yapmak, yani bir projeye girmek
yaklaşık iki seneden aşağı olmuyor. Yani bugün çıkalım
fiyatımızı yani son bir ürün üretmediğimiz için bugün pazara
çıkalım, fiyatımızı düşürelim, çok çok mal satalım gibi bir
felsefe maalesef olmuyor. Buradaki projelere girmeniz lazım
ya bunlarda zaten yeni bir motor çıktığı zaman üç sene
evveliyatından proje dönem bir başlıyor. Böylelikle biz
otomotiv endüstrisinin ana sanayisinde 2000’lerin başında
2003-2004’lerde proje almaya başladık. Ondan sonra bizim
şirketimizdeki büyüme ve gelişme logaritmik olarak arttı.
Gerek personel gerek know how gelişmişliği bizi bugünlere
taşıdı.
Yani bir KOBİ için ihracat çok kolay değil ama çok da
zor değil. Fakat emek istiyor. Özveri istiyor. Bu dönemde
bizler tabii ki de yönetici olarak çok çok seyahat ettik.
Özellikle doksanlı yılların sonunda öğrenciliğimden
başlayan pandemiye kadar. Tabii şimdi bu yeni normalde
nasıl olacak onu da bilmiyoruz. Aşağı yukarı on beş günde
bir ya da haftada bir yurtdışına seyahate çıkan birisi olarak
alışmakta zorlandık. Yıllardır böyle yaşıyorduk biz.
Müşteriye gittiğiniz zaman dokunduğunuz zaman farklı
oluyor. Bu gibi telekonferanslarda çok çok farklı oluyor.
Fuarlar iptal oldu süresiz olarak. Ne zaman olacağı belli
değil. Bütün bizim planlarımız fuarlar ve müşteri ziyaretleri
üzerineydi. Yeni proje almak için tabi bizim sektörde biz
bunu 2015- 2018 yılları arasında, 2017 yılları arasında da bir
yaşamıştık. Siyasi krizlerden dolayı, terör saldırılarından
dolayı çok fazla müşteri gelmiyordu. Gelmediği zaman
denetim yapamıyorlardı. Yeni projelere bizi dahil
edemiyorlardı. Zaman zaman tabii ki siyaside olsa bu gibi
fırtınalar çıkabiliyor ama bu fırtına biraz daha farklı o zaman
bir pozisyon almıyordu müşterilerimiz. Ama şimdi remote
audits yani uzaktan denetim telekonferans yoluyla bir takım
yeni normale adapte olmaya hep beraber çalışıyoruz. İnşallah
otomotiv endüstrisi yani bizler yan sanayide olanlar yeni
normale hızlı adapte olacağız gibi gözüküyor ama bugün için
ben baktığımda bizim şirketimizin geçmişinden ileriye
dönük geldiğimiz noktada hiç ihracat yapmayan KOBİ için
yeni başlangıç yapmak için çok güzel, çok konforlu bir ortam
maalesef yok. Yani çünkü fuarlar yok. Seyahat
edemiyorsunuz. Veyahut çok düşük ihracat seviyesinde olan
bir firma bugün kendini geliştirmekte satışını arttırmada çok
çok zorlanacaktır.
Benim söyleyeceklerim bunlar dediğim gibi. Hocam
ekstruzyon, bu şekilde form hortumlar üretip müşterilerimize
sunmaktayız.
Bahsettiğim gibi iki yüz elliye yakın toplam personel
sayımız var. Bir ARGE merkezimiz bulunmakta 2016’nın
sonundan itibaren ARGE merkezimizde yaklaşık 20’ye
yakın araştırmacı mühendis çalışmaktadır. Müşterilerimizle
beraber çeşitli ürünleri ve sistemleri geliştirebiliyoruz.
Bunun yanında otomasyon konusunda kendimizi
geliştiriyoruz. Firmanın ihtiyacı olduğu çeşitli kalıp aparat,
gördüğünüz gibi makinelerin içinde olan bir kalıp aparat,
kontrol fikstürü gibi parçaları da burada işletmemizde
kendimiz mühendisliğimizle geliştirip akabinde kullanma
için üretime sevk ediyoruz. Plastik enjeksiyon var. Yani
kauçuk plastik çok yakın birbirine eşgüdümlü parça çıkartıp
son zamanlarda da beraber kullanılmaktadır.
Firmanın gelişiminden bahsederken az önce size
dediğim gibi yetmişli yıllarda sanayileşme ile beraber gelen
süreçte bizler yedek parça üretimleri yapmaktaydı firmamız
bizden bir önceki jenerasyon. Akabinde seksenli yıllarda ilk
ihracatımızı yanlış hatırlamıyorsam seksen yedi ya da seksen
sekiz yılında yaptı Erenli Kauçuk. O dönem Avrupa’da ucuz
mal arayan tüccarların bizi bulup, gelip masaya oturup, bütün
organizasyonu kendileri yapıp; genelde yedek parça
piyasasında böyleydi. Çok ucuz mala ihtiyacı vardı
Avrupa’nın. Bu yüzden de gelip kendileri bulup şunu şunu
yapar mısınız, bunu bunu yapar mısınız gibi bir yaklaşımla
biz Avrupalılara yaklaşık doksanların ortaları hatta
2000’lerin başına kadar ürün sattık. Otomotiv endüstrisi de
direkt OEM tedarikçi değildi 2000’lere kadar. Yedek parça
piyasasında büyük tüccarlarla iyi ilişkiler doğdu o dönemde
biz de ihracat nedir o dönem öğrenmiş olduk. Bu doksanların
ortalarına kadar geldi.
Ondan sonra dedik ki biz o dönemde, benim de
üniversitede olduğum yıllardı bunlar. İhtisas fuarları çok
yaygınlaşmaya başladı gerek İstanbul’da gerek Almanya’da.
Biz de dedik ki daha fazla ihracat yapalım, daha fazla ihracat
yapalım. Derken sürekli fuarlara katılmaya başladık.
Ben bir KOBİ nasıl ihracatçı olurun hikâyesini de
anlatmak istiyorum burada sizlere. Doksanlı yılların
ortalarında İstanbul’da ne kadar fuar varsa bizler katıldık.
Oldukça da bu fuarlar verimli geçiyordu bizim açımızdan.
Önce Arap ülkelerinde başladık. Daha sonra Avrupalılar
gelmeye başladı. Daha sonra yurtdışındaki fuarlara
katılmaya başladık. Böylelikle ciddi bir fuar hamlesiyle o
dönem ihtisas fuarları özellikle keza uluslararası ticaret
fuarlarına da katılıyorduk. Farklı ülkelerinde Arap
ülkelerinde ihtisas falan olmadığı için o yıllarda uluslararası
ticaret fuarları oluyordu. O müteahhitte oluyordu, gıdacıda
oluyordu. Efendime söyleyeyim farklı sektörlerde oluyordu.
Orada da o fuarlara eşlik ederekten ciddi bir müşteri portföyü
yakaladık. Akabinde yine yedek parça endüstrisine hizmet
etmeye devam ediyorduk. 2000’lerin başında bir şekilde tabii
satış yaptıkça kendinizi geliştiriyorsunuz. Otomotiv
endüstrisinin asıl konusunda oldukça yüksek bir teknoloji
olduğundan dolayı müşterinizden iyi bir diyalog
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bunu kalkındırmamız gerekmekte ülkece. Bu yeni normalde
nasıl yapacağız? Belki bunun için bir enstrümanlar çıkar ama
bunu da göreceğiz ileriye dönük.
misyonumuzu çok iyi anlattı. Gerçekten şeffaf,
sürdürülebilir, gelişmiş bir şirket biz bırakmak istiyoruz bir
sonraki kuşaklara. Bunun içinde bir KOBİ olarak son 4-5
senedir oldukça iyi noktaya getirdik kullandığımız
yazılımlar, bünyemize kattığımız takım arkadaşları olsun.
Bir noktadan sonra tabi satışı arttırmak, ihracatı arttırmak az
önce Seçil Başkanımın da söylediği gibi yetkin insanları
koymak, birtakım IT alt yapınızı güçlendirmek…
Bunlar tabii çok kilit ve çok önemli noktalar ama tabii
bu noktaya gelmekte o kadar kolay olmuyor. Hem bir knowhow gerektiriyor. Yönetim know-how’ı gerektiriyor. Yetkin
insanları bir arada tutma know-how’ı gerekiyor yani bir
yönetsel beceri gerekiyor. Bir noktadan sonra
organizasyonları yönetmek yetkinlikleri yönetmek anlamına
geliyor. Keza altyapıyı sağlamak müşterinin beklentisine
getirmek tabiki de en önemli yani her şeyden olacak,
sermaye birikimi olacak, iyi bir kredibiliteniz olacak hepsini
bir arada tutmak sabahtan akşama bugünden yarına olan
hadiseler değil maalesef.
Bizler şanslıyız ben üçüncü kuşağım. İyi bir ikinci
kuşaktan iyi bir şirket devraldığımız inancındayız. Çok çok
şanslı olduğumu hissediyorum birçok konuda. En azından o
dönemlerde de bundan on, on beş sene önce ihracat
yapabilen, şirketin içinde üç dört kişi ingilizce konuşabilen
ben bir şirkete geldim buraya. Üniversiteden mezun olduktan
sonar.
Şimdi yaklaşık kırka yakın beyaz yakamız bulunmakta
ve yaklaşık otuz kişi yabancı dile sözlü ve yazılı anlamda
hakim. Bu da tabi müşteri tarafından çok ciddi bir konfor
sağlıyor müşteriye. Müşterinin herhangi bir süreçte bir
problemi olduğu anda direkt sözlü ya da yazılı iletişime
geçebiliyor. Müşteri bu güveni hissettiği içinde sizinle uzun
yıllardır devam etme gibi bir güvene sahip oluyor. Bizim de
öyle yönetim olarak bende birtakım yetkilere sahibiz bunu da
hissedebiliyorum. Çünkü birkaç sene önce ciddi bir kriz
yaşamıştık şirketimizde. Yani globalde olmayan ama bizim
kendi özelimizde bir şirket yazılımını değiştirme kaynaklı
birtakım üretimde geriye düşmüştük. O dönemde müşterinin
arayıp arayıp en son geldiği nokta bendim. O dönemde biz
yönetim olarak onu hissetmiştik. Yani dedik ki en son sizi
arıyorsa adam gidecektir yani bu böyledir bütün
organizasyonlarda. Tabii ki yönetiminde bir takım
yetkinliklerinin olması olmazsa olmazdır. Bir başarı varsa bu
topyekûn bir başarıdır.
Burada hiçbir zaman benim şahsımın veyahut benden
büyüklerimin başarısı değil takım oyunu bildiğiniz gibi ama
bundan sonraki benim naçizane endişelerim Türkiye’de tabii
ki de ihracatı çok büyükler yapıyor gerisi çok bir şey
yapamıyor. Özellikle KOBİ orta ölçekli bizim gibi
firmalarda bizim gibi bir şeyler yapıyor ama küçük ölçekli
firmalar çok fazla bu konuda bir katkıları yok. Aslında asıl
katma değer oradan baktığın zaman küçük ölçekli firmaların
yarattığı katma değer büyük ölçeklilerden daha fazladır.
Totalinde yani bahsettiğiniz gibi bir Vestel bir Ankara’da ya
da Anadolu’da bir sanayinin ihracat rakamlarına sahip ama
Coşkun Küçüközmen:
Evet gerçekten çok güzel ifade ettiniz. Çok teşekkür
ederim. Özellikle burada size sormadan siz bu altın
tavsiyeleri verdiniz. Ama burada bir geçmiş var. 1980’li
yıllarda Avrupa’dan gelip sizi bulmaları. Aranabilir
bulunabilir olmak ne kadar önemli. Böyle bir firmasınız.
Doğal olarak referanslarınız da var. Tabii ki başkası
başkasına öneriyor, bir başkası bir başkasına söylüyor, bu
çok önemli bir konu.
Bunun dışında bugüne kadar ihtisas fuarlarını kullanmış
olmanızın bir avantaj olduğunu söylediniz, bu durum
kesinlikle bir avantaj. Bu avantajdan bugün Covid-19 varken
fazla yararlanılamayacak. Niçin? Hatta bunlar arasında
kimler var söyleyeyim, bilmeden söyleyeyim: “Nasılsa yarın
öbür gün başlarız ihracata dur bakalım” diyenlerin hepsi şu
an için “hadi bakalım nasıl yapacaksın bunu fuarsız” da
diyebilirler. Demek ki bazı noktalarda karar alma
mekanizmasının çok hızlı çalışması gerekmektedir.
Bunun dışında hızla gelişen teknolojiye adapte olma ve
otomasyon çok önemli. Buradan onu çıkarıyorum
anlattıklarınızdan.
Bir ARGE bölümü kurduk dediniz. Çok kısacık bir soru
sormak istiyorum. Bu elektrikli otomobil üretimi… İşte
birtakım firmalar ülkeler açıklıyor diyor ki 2030’dan itibaren
2035’ten itibaren dizel üretmeyeceğiz ya da benzinli
otomobil üretmeyeceğiz. Bunu diyen ülkeler, firmalar var.
Peki... Bu motordan, hortumlardan çok anlamadığım aşikâr
benim; görsem yangım hortumu zannederim belki. Neticede
bu hortumlar elektrikli araçlarda bu kadar kullanıyor mu
yoksa farklı bir şeye adapte olmak için mi çalışıyorsunuz
merak ettim.
Erçin Şahin:
Kullanılıyor. Biz elektrikli araçlarda… Şimdi şöyle
bahsedeyim. Süremiz var mı hocam?
Coşkun Küçüközmen:
Birkaç dakika içerisinde anlatabilirseniz sevinirim.
Erçin Şahin:
2018’in son çeyreğinden itibaren otomotiv yan
sanayiinde çok ciddi bir üretim düşüşü oldu. Özellikle Orta
Avrupa’da. Bu neden? Çünkü bunu biraz da - Brüksel
diyoruz biz - yani Avrupa Birliği kendisi yaptı. Başta
Almanya müşterinin önüne dört-beş farklı seçenek sundu.
Dedi ki işte elektrikli, hibrid, efendime söyleyeyim
doğalgazlı vs. Dört beş çeşit seçenek sundu. Dedi ki bazı
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Bu konferansa katılmak benim için çok büyük bir onur
ve gururdur. Burada Fersan adına katıldığım için çok
teşekkür ediyorum.
Ben 1985 yılında Almanya Hof kentinde doğdum.
Üniversite hayatımı da Almanya’da bitirdim, profesyonel
hayata da orada başladım. Yaklaşık yedi yıldır da
Türkiye’deyim.
Sunum eşliğinde yürütmek istiyorum. Hemen açılıyor.
Tamam. Fersan %100 bir Alman Şirketidir. Develey Grup
bünyesinde. Develey 1845’de kuruldu ve şu anda aile şirketi.
Durach ailesinin şirketi. Dördüncü nesil aile. Beşinci nesli şu
anda yetiştiriyorlar ve tamamen %100 kendi öz sermayesi ile
çalışan bir şirket. Iki bin dört yüz çalışanı var ve on ülkede
on dokuz fabrikası var. Hepsi kendi öz sermayesi ile
büyüyor. Şu anda yaklaşık 700 milyon euro’luk bir cirosu
var. Bunu ikiye üçe katlayabilir. Ancak herhangi bir
bankadan kredi alıp büyümek yerine kendi öz sermayeleri ile
büyümeyi; yavaş yavaş ancak istikrarlı bir şekilde büyümeyi
hedefliyorlar.
Türkiye’deki fabrikaları İzmir Kemalpaşa’da. Yaklaşık
burada iki yüz kişiye istihdam sağlıyoruz.
Develey’in ana felsefesi nedir? Fersan’ı 2012’de satın
aldı fakat Fersan markasını hala daha piyasadan silmedi,
kendi markasının önüne koymadı. Daha da güçlendirdi.
Burada farklı markaları görüyorsunuz. Almanya’dan örnek
vereyim. Almanya’nın doğusunda Bautz’ner hardal markası
ile pazar lideri. Kuzeyinde Löwensenf hardal markası ile
lider. Güneyinde ve diğer alanlarında Develey hardal
markası ile lider durumda.
Develey yerli ve yerel markaları alıp onları
güçlendiriyor. Herkeste bir milliyetçi ruh olduğundan dolayı
bu bizim yerli sermayemizdir ve kaybetmeyelim felsefesi ile
gidiyorlar.
Her zaman örnek verdiğim; Fransa’daki Reine Dijon
fabrikamız. Telaffuzu da zaten Fransızca bir Fransız markası
olduğundan dolayı. Bu başarının da 1845’ten yüz yetmiş beş
yıldır da doğru olduğunun göstergesi. Avrupa’nım Tabasco,
Kikkoman ve enerji içeceği Gatorade’in distiribütörlüğünde
bizim bünyemizde gerçekleşiyor. Yaklaşık kırk iki yıldır
Fersan’ın hayat hikâyesi var.
Fersan’ın önceliği en kaliteli ve katma değerli ürün
satmak, ucuzcu olmamak. Bunları nasıl sağlıyor? İlk
endüstriyel sirke üreticisi, ilk jalepano üreticisi, ilk iceberg
(kesilmiş salata) üreticisi ve bu iceberg’le Türkiye’deki
McDonalds’ın tek tedarikçisi olarak ilerledi.
Bununla birlikte de ilklerden Fersan Türkiye’de 1986’da
turşu üretimine başladı. Taksim’de McDonalds’ın açılması
ile birlikte. Bir girişimci ruhuyla, katma değer yaratmak
isteyerek, tutkuyla aşkla. Bu nasıl gerçekleşti? Siz bir sirke
fabrikasındasınız turşu üretecek yeriniz yok. Normal
varillerde turşular fermente edildi turşular kuruldu ve ekmek
dilimleme makinesi ile hamburgerin içindeki dilimler
üretildi. Dünden bugüne bizim kapasitelerimiz artarak
devam etti. Belki 200 kg’dan şu an günümüzde 6 milyon
kg’lık bir sözleşmeli tarımda hıyar satın alımımız var. Aynı
şehirlere Almanya’da Hamburg’aa Euro 5 giremez. Başka
yere Euro 6 giremez. Buraya Euro 7 girebilir gibi. Müşterinin
kafasını bulandırınca müşteri, Avrupa’daki nihai müşteri,
satın alma kararını erteledi. Ciddi anlamda erteledi. Herkes
bir baktı biz bundan sonra ne tip arabaya bineceğiz diye. Son
bu pandemi sonrasında insanlar seçimlerini yaptılar. İnsanlar
elektrikli arabaya binecekler.
Biz 2012’den beri elektrikli arabalar için; 2013’ten beri
özür diliyorum; elektrikli arabalar için soğutma devresi
hortumlar üretiyoruz. Mercedes’in ürettiği ilk araçta bizim
hortumlarımız vardı. Elektrikli Vito 2012’nin Londra
Olimpiyatları’nda bu arabayı sundular, presente ettiler.
Akabinde şimdi tabi pil gelişti.
Artık bundan sonra 2030’larda - projeksiyon doğru artık herkes elektriğe dönecek. Bizim hortumlarımız,
soğutma devresi hortumlarımız, şu an için çok şükür
elektrikli araçlarda mevcut ancak motordan düşen çok fazla
parça var. Piston, efendime söyleyeyim bujiler, içten yanmalı
motorda yanmayı sağlayan hareketi sağlayan birçok şey.
Buradan düşen firmaların birçoğu farklı sektörlere yatırımlar
yaptı. Kablo sektörüne çünkü çok fazla kablo var. Motor
aktarma organları gibi gibi…
Bizim için şu an çok ciddi bir risk görmüyoruz. Ama
2030’a kadar yaklaşık her beş senede %10 ile %15 artış
görülüyor elektrikleri pazar payında. Büyük ihtimalle dizel
ve benzinli biraz daha gidecek 2030’a kadar ama
2030’lardan sonra pil daha hızlı gelişirse şayet menziller
atarsa bunun yanında bir de alt yapıyı, elektrik dğıtım
altyapısı geliştirilirse hepimiz elektrikli arabalara bineceğiz.
Coşkun Küçüközmen:
Çok teşekkür ediyorum. Zaten soruları sormadan da
yanıtlarını almış olduk. Çok kıymetli vaktinizi ayırdınız.
Tabi dinleyen arkadaşlara da çok teşekkür ediyorum
vakitlerini ayırdıkları için ve son iki konuşmamıza
geliyorum müsaadenizle.
Değerli konuklar bu başarı hikâyelerini duydukça tabii
ki çok gurur duyuyoruz. Örneğin %80 ihracat rakamı, keşke
birçok firma aynı hedefle şu anda bile yola çıksa bir şekilde
önümüzdeki on seneye damgasını vursa gelişmeler olur
çünkü bunlar anladığımız gördüğümüz kadarıyla bugünden
yarına olmuyor. Belli bir birikimin, belli bir çalışma, belli bir
emeğin ve özverinin ürünü olarak karşımıza çıkıyor.
Şimdi Gürhan Güven Bey, Fersan A.Ş. Yönetim Kurulu
Başkanı ve CEO’su Gürhan Güven Bey. Ben yine zamanı
efektif kullanmak adına Gürhan Bey’in kendisini en iyi
kendisinin tanıtacağı gerçeğinden hareketle ben hemen sözü
kendisine bırakıyorum. Buyurun efendim söz sizin.
Gürhan Güven:
Çok teşekkür ederim Sayın Coşkun Hocam. Çok
teşekkür ederim diğer hocalarım, konuşmacılar ve
dinleyiciler.
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yaparsanız yorulmuyorsunuz da. Zevkle aşkla yapıyorsunuz.
Bu pandemi döneminde tüm hızlı tüketim restorantlarının
kapalı olduğu zamanda en büyük müşterimiz de Japonya
oldu. Siz karşı tarafa nasıl davranırsanız o samimiyeti karşı
taraftan alırsınız. Tabiki biz daha farklı neler yapıyoruz?
Develey bünyesindeki et sosu salata sosu ve hardalları
Türkiye’de Migros, Carrefour ve Metro’da da satışa sunduk.
Şimdi çok vaktinizi almak istemedim ufak ufak notlar
verdim. Herhangi bir sorular varsa arkadaşlardan onları
yanıtlamak isterim.
Sevgili Coşkun hocam sizin de sorularınız varsa onları
da memnuniyetle cevaplamak isterim.
şekilde 2004’de Meksika’da bir yemek esnasında şirket
sahibimizin tesadüfen jalepeno ile karşılaşıp, biz bunu
Türkiye’de de yetiştirebiliriz diyerek Türkiye’nin ilk
jalepeno üreticisi olan da Fersan’dır. Ülkemizde bağdaştıran
ve ayrılmaz tatları buluşturan konumuna geldi.
Bizim açımızdan uluslararasılaşmak için neler önemli?
İlk başta güvenilirlik. Yurt dışında McDonald’s ile bir el
sıkışmayla ilk ihracatımız söz konusu oldu ve 1986’dan bu
yana bir sözleşmemiz yok, güven bazlı ilerliyoruz. Siz ne
kadar şeffaf ve açık davranırsanız, bunun zemini o kadar
güçlenir. Sözünüz o zaman noter tasdikli bir sözleşmenin
yerini alır. Marka tanınırlığı, ülkenize döviz getirmeniz,
uluslararası
trendleri
yerelleştirmek,
uluslararası
düzenlemelerin takibi. Çünkü siz onları takip etmezseniz
müşterinin isteklerini uygulayamazsınız. Ve her zaman
kalite lideri olmak. Biz müşterilerimizi hep en yüksek kalite
ile elde tutuyoruz.
Bir örnek vermek isterim. 8 milyon kg dilimlenmiş
hıyarı müşterilerimiz olan McDonalds, Burger King, KFC’e
tedarik etmek gerçekten çok büyük bir güç. Çünkü diğer
restoranların çıtası burada ise onların çıtası burada. Geçen
sene rakibimizin biri McDonalds’a teklif yapmış. Bu bu
ülkeleri Fersan’dan alıp bize ver biz de size %14 fiyat
avantajı vereceğim sözüyle. McDonalds bizi aradı ve dedi ki:
Sevgili Gürhan Bey, biz Fersan ile 1986’dan bugüne
herhangi bir sıkıntı yaşamadığımız için tekliflerini
reddettiklerini söylediler. Lütfen bizi bu konularla rahatsız
etmeyin. Herhangi bir başka gelişme olursa konuşabiliriz
dediler. Üzülerek söylüyorum rakibimiz uluslararası değil de
Türk bir rakip. Bunu söylemekten kaçınamayacağım.
Uluslararası düzenleme ve sertifikaların takibinden kastım,
BRC global standartlar uyumlu, SQMS’e uyumlu, Helal ve
Kosher sertifikasına uyumlu, fabrikamız Türkiye’de olduğu
için TSE standartlarımız da var. Ayrıca sürekli kendimizi
geliştirme çabası içinde olduğumuz için Vegan’ı da
bünyemize katmış bulunmaktayız. Sadece kısaca bahsetmek
istedim.
Bunlar ülkelerin hepsi değilde. Fersan’ın uluslararası
kendi markalarını sattığı ülkeler. Bizim bu sirke nar ekşisi ve
farklı ürünleri ürettiğimizden kaynaklı distiribütörlük
ağımızı görebilirsiniz. Ülkeleri de sıralamaya çalıştık burada.
Amerika’dan Almanya’ya Mısır’a Kıbrıs’a Azerbaycan’dan
Bangladeş’e kadar satılıyor. Şu anda Almanya’nın en büyük
perakende zinciri ile Fersan markası ile ürün satmaya
başladık. Kaufland iki hafta önce bizim markalı ürünlerimizi
listeledi. Şu an ziyaretlerimizi yapamasak da ilişkilerimizi
sıkı tutmaya çalışıyoruz. McDonalds’dan Azerbaycan’dan
Dubai, Birleşik Arap Emirlikleri hatta Japonya’ya kadar
ihracatımız var. Biz buradan hıyarımızı yüklüyoruz 2 ay
gemi ile transfer ediyoruz Japonya’da tüketiliyor. İşinizi
tutku ile yapmanız çok önemli. Tutku ve aşk ile ilgili bir
örnek vermek isterim. McDonalds Japonya ile bir
görüşmemiz oldu tedarikçi seçiminde. Bu tedarikçi seçimi
için on altı saat Japonya’ya uçuşumuz oldu. Görüşmemizi 8
saat yaptık aynı uçak ile geri döndük. Bir işi tutku ile
Coşkun Küçüközmen:
Tabii ki öncelikle teşekkür ediyorum. Bugünkü
sunumların ortak özelliği var. Genç CEO’lar Avrupa kökenli
CEO’lar. Tabi bunları görünce insan ister istemez gurur
duyuyor. Özellikle böyle ülke sayısı şirket sayısı rakamları
etkileyici. Çok güzel bir strateji yerel markayı korumak
onları güçlendirmek için yola çıkmak ülkeyi de can
damarından vuruyor. Anlatabiliyor muyum? Bizim de yerel
markalarımız var keşke onlara da sanayide teknolojide küçük
ev aletleri gibi konularda keşke öyle olsa. Pazar lideri olmak
iddialı bir konu ama bu konuyu da aşmışsınız gördüğüm
kadarıyla. Netice olarak koşer, vegan, helal sertifikalarına
sahip olmak önemli. Altmış beş ülkeye ihracat yapıyor
olmak ve önünüzde ciddi bir büyüme potansiyeli var çünkü
kaçınılmaz bir gerçek var: insan nüfusu artıyor, damak tadı
farklılaşıyor, tatlarda yakınsama oluyor özellikle bir
piyasada damak tadını yakalarsanız.
Starbucks mesela dünyanın her yerinde aynı tat.
McDonalds ya da diğer hamburgerler vs. Bu noktada güzel
bir küreselleşme hikâyeniz var. Tabi ben en sonda diğer
dinleyicilerimizden mutlaka katkılar ve sorular alacağım
ama şimdi isterseniz diğer konuşmacımızı da alalım ondan
sonra toplu halde sözü hem diğer konuşmacılara ve Emin
hocaya bırakacağım. Belki sizlerin de diğer konuşmalardan
aklınıza gelen son ilave etmek istediğiniz birkaç şey varsa
onları da söyleme imkânı vereceğim. Gürhan Bey çok
teşekkür ediyorum harika bir katkı oldu.
Gürhan Güven:
Çok teşekkür ederim hocam. Sağ olun.
Coşkun Küçüközmen:
Evet şimdi son konuşmacı. Genelde son konuşmacı
olmak öğlen yemeğine yakın genelde böyle yemek sıraya
girelim vs. ama artık dijital ortamda bir taraftan dinlerken bir
taraftan kahvemizi içiyoruz sandviçimizi yiyebiliyoruz.
Bunlar da dijital ortamın güzel tarafları.
Evet. Mutlu Can Günel. Kendisi Batıçim Yönetim
Kurulu Üyesi ve aynı zamanda yöneticisi. Batıçim’i
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anlatmaya gerek yok. Ben cümleyi doğru dürüst bir araya
getiremedim. Çok büyük bir firma.
Mutlu Can Günel’den eğer mümkünse hem kendisini
kısaca
dinleyicilerimize
konuklarımıza
tanıtmasını
isteyeceğim hem de sunumuna başlamasını rica edeceğim
kendisinden. Mutlu Bey şu an mikrofon sizde buyurun.
endüstrisinin tüm dünyada uygulanan bir üretim prosesi var.
Bu ağır sanayiye girdiği için belli başlı emisyona yol açıcı
faktörleri var. Biz de bunu dengelemek için özellikle
yenilenebilir enerjilere yatırım yapma kararı aldık.
Ayrıca yine 2006 yılında Ege Bölgesi’nde de bir dökme
limanı satın alarak yapılan yatırımlarla birlikte bugün
bölgedeki en büyük dökme limanına da grup içinde
kavuşmuş bulunuyoruz.
Üretim rakamları yaklaşık sunumda görüldüğü şekilde.
Fazla üzerinde durmayacağım.
Özellikle benim sizlere teşekkür etmek istediğim bu
forumdaki bu uluslararasılaşma 2000’li yıllardan itibaren
hayatımıza giren globalleşme küreselleşme deyimlerinin
bugün ülkemizin tamamıyla üreticilerin çıkış stratejisi
olduğunu üzerine basarak söylemek isterim.
Bugün burada şu anda içinden geçmekte olduğumuz
dönemde “şanslı” nesillerin - tüm dinleyiciler için
konuşuyorum. 100 yılda bir denk gelen bir pandemiye de
değinilebilir ama ayrıca ülke içindeki bizim iliklerimize
kadar hissettiğimiz çok güçlü bir ekonomik krizi
yaşamaktayız. Finansal datalara bakıldığında 97-98
dönemindeki global krizin Türkiye’ye yansımasındaki
benzer özellikleri taşısa da o dönem bunun çıkış yolunun
tamamıyla ihracat ve uluslararası piyasalara entegrasyon;
dolayısıyla buradaki üretimin de yurtdışındaki pazarlara
satılması çok önemli bir çıkış olmuştur.
Maalesef günümüze baktığımızda ülkede üretim
oranları o döneme göre gerilemiş durumda. Uluslararası
rekabet evet bir fırsat gibi gözükse de SWOT analizi
kapsamında bakıldığında çok ciddi tehditleri de içermekte.
Çünkü yaptığımız ürünler ya da verdiğimiz hizmetlerin
tamamı artık uluslararası rekabet koşulları içerisinde
değerlendirilmekte. Ayrıca pandeminin bir nevi ülkemize şu
açıdan bir faydası da – katılımcılarımız da takip etmişlerdir bu pandemiden sonra ülkemizin özellikle Avrupa pazarına
yakınlığı üretim ve lojistik açısından büyük önem arz
etmektedir. Bu tip ulusal salgınlar ülkeleri ilk refleks olarak
içine kapamakla birlikte en yakın pazarları da bir adım öne
çıkarmakta. Buda Türkiye’nin Asya ile rekabeti açısından
önemli bir konuma gelmesine fayda sağladığını
düşünüyoruz.
Biz grubumuzda yurtdışı ve yurtiçi faaliyetlerde
özellikle Batıçim ve Batısöke markaları ile faaliyetteyiz.
Evet Türkiye’de borsaya kote halka açık şirketler bunlar
ama. Çimento ihtiyacının Türkiye’deki çok büyük bir
kısmını karşılamakla birlikte ayrıca yurt dışı pazarlara
açılma “mecburiyeti” ile uluslararası pazarlarda da güven
duyulan bir kuruluş haline geldik.
Ancak çimento sektörü genel itibariyle çok da fazla
ihracatı seven bir sektör değildir. Sebebi şu: Yükte ağır
pahada hafif bir malzeme olmasından ötürü nakliye ve
navlun bedelleri ürünün kendi hinterlandının çok dışına
çıkılmasını maliyet açısından uygun görmemektedir. Ancak
yaşanan bu döviz şoku birçok şeyde problem yaratmasına
rağmen ihracatçıların en azından bir fırsat olarak
Mutlu Can Günel:
Teşekkür ederim Coşkun Hocam. Ben de başlıca tüm
kıymetli hocalarımızı saygıyla selamlıyorum. Tüm
katılımcılara da aynı şekilde saygılarımı gönderiyorum.
Hocam şimdi ben kısaca hem kendimden hem de
firmamızın tanıtımıyla müsaadenizle konuşmama başlamak
istiyorum. İsmim Mutlu Can Günel. Eğitim hayatımı orta
öğrenim ve lise İzmir’de Amerikan Lisesi ile birlikte.
Sonrasında İstanbul’da Sabancı Üniversitesi. Yurt dışında
bir yüksek lisans programı. University of Sussex’de
Uluslararası İşletme ve akabinde de İzmir Ege
Üniversitesi’nde bir MBA ile devam ettim.
1966 yılında kurulan Batı Anadolu Grubu’nun hâkim
ortak ailelerinden birisiyiz. Gururla söyleyebilirim ki tüm
dünyada aile şirketlerinin yaklaşık %85’inin üçüncü
jenerasyonu ve sonrasını göremediği bir iş hayatında şu anda
dördümcü ve üçüncü nesil tüm icra kurulumuzu
oluşturmakta. Enteresan bir kuruluş hikâyesi var.
Türkiye’deki ilk örneklerden bir tanesi 2800’ü aşkın ağırlığı
tarım ticareti ile uğraşan müstahsiller ve büyük tacirlerden
oluşan kişi 60’lı yıllarda az evvel Elçin Bey’in de değindiği
üzere ülkemizde yaşanan sanayi ve kalkınma hamlesi ile bir
araya geliyorlar. Güzel olan Ege’de bunun örneklerinin
çokça yaşanmış olması. Güç birliğinden tutun Enda’ya veya
Kipa örneğinde yaşanması gibi kolektif hareketlilikle
kurulan değişik bir oluşum.
Özellikle dinleyicilere şunu vurgulamak isterim 60 yıl
önce her hangi bir regülatör kurumun olmadığı yani eski
ismiyle İMKB şimdi BİST, SPK gibi regülatör kurumların
olmadığı ve tamamen güven unsuruna dayalı bu kadar
kalabalık insanın bir araya gelip oluşturduğu bir bünye.
Kuruluşumuzun belli başlı mihenk taşları var. 60’lı
yıllarda bir çimento fabrikası olarak kuruluyor ancak
akabinde 93 yılında Ulu Önder Mustafa Kemal Atatürk’ün
Cumhuriyetimizin kurulduğu genç dönemde dahi tekstil,
şeker ve çimento gibi başlıca sektörleri hedef göstermesi ile
bir devlet yatırımı olan Çitosan Çimento Fabrikaları da
kurulmuş. 60’lı yıllarda Fransız müteşebbisler tarafından
satın alınmış ancak 93 yılında İzmir Batıçim’in Söke’deki
fabrikayı Fransızlardan geri alıp yerlileştirmesi ile birlikte
bugün grubumuzun bünyesinde toplamda iki tane çimento
fabrikamız var.
Daha sonra 2000’li yılların başında enerji sektörünün
yükselişi ile birlikte biz de yenilenebilir enerji yatırımı
yapma konusunda hassasiyet göstermek istedik. Özellikle
karbon emisyon ayak izi bilinci ile birlikte hem bu global
çevreci bakış açısıyla. Çünkü takdir ederseniz çimento
100
için bazı önceliklerin ivedilikle alınması gerektiğini
düşünüyoruz.
Sosyal sorumluluk projelerinde yaptığımız işler, kültür
sanat ve çevre ile ilgili ağır sanayinin getirdiği
sorumluluklardan bir tanesi. Bu arada Türkiye’de atık
sanayiden enerji üreten ilk çimento üreticilerinden bir
tanesiyiz. Yaklaşık 2011-2012 yılında yaptığımız yatırımla
%33 gibi enerji maliyetini düşüren hem havayı daha az ısıtan
bir prosese geçilmiş durumdadır ama bunu dengelemek
yaptığımız muhtelif çevre yatırımlarımız da vardır.
Üniversitelerle işbirliği içinde yaptığımız inhouse MBA
programlarımız var. Kültür demiştim yine kendi Ege
Bölgemizde yaptığımız bazı arkeolojik çalışmalarımıza
sanatçı kardeşlerimize destek olmaya çalıştığımız
projelerimiz var. Çünkü globalleşme uluslararasılaşma
diyorsak en temelinde bunu fikir özgürlüğü ile fikir hürriyeti
ve buradaki genç beyinlerin yetişmesine katkı sağlayarak
olduğunu düşünmekteyiz.
Bölgede birçok arkadaşımızın dikkatini çeken özellikle
İzmir’in hemen girişinde bulunan ocakların rehabilitasyonu.
Büyükşehir ile birlikte yapılan çalışmalarla 450 bin
metrekarelik bir yerin yaklaşık 70 bin fidanla
ağaçlandırılarak tekrardan rehabilite edilip kullanım sonrası
eski tabiatına dönüşmesi.
Dünyada ticaret yaptığımız ülkeleri şöyle bir görselle
gösterebilirim. 50’ye yakın ülkeden bahsettim az önce.
Burada Orta Amerika’dan Güney Amerika’ya, Rusya’dan
hemen hemen bütün Afrika kıtasına ve Avrupa’ya
ihracatlarımız mevcut. Asya çok daha lokalize dolayısıyla bu
işi hatta o da dünyanın en büyük ihracatçıları arasında. O
yüzden Asya’ya çok fazla ihracatımız yok. Ülkelerimiz
kısaca listede gözüktüğü gibi pek çok kıtaya çimento ve
özellikle klinker olarak ihracat yaptığımız ülkeler bunlardır.
Sunumun başında takdimimizde belirttiğiniz gibi düşen
kan şekerleri ile katılımcıları daha fazla zorlamamak adına
kısaca ben burada noktalıyorum. Varsa ilave bir soru veya
görüş memnuniyetle paylaşmaya hazırım. Tekrar bu fırsatı
bize tanıdığınız için çok teşekkür ediyor saygılar sunuyorum.
değerlendirilebileceği analizi ile biz de üretimimizin
birçoğunu yurt dışına satma tercihini yapıyoruz.
Türkiye’de bizim sektörümüzde şöyle bir problemimiz
var. Maalesef devlet kontrolünden yoksun vaziyette. Ağır
sanayii olduğu için konuşuyorum. Çok ciddi arz fazlası var
çimento sanayinin. Yani 2000’li yıllardan bu yana geçtiğimiz
20 senede yaklaşık %40 bir üretim fazlasıyla şu an
Türkiye’nin o yıllarda dahi %10 fazlası. Arz fazlasından
bahsediyorum dikkatinizi çekerim. Şu an %50 bir arz
fazlasından söz ediliyor. Bu maalesef planlama eksikliği ve
yatırımcıların yanlış yönlendirmesiyle yapılmış bir
hadisedir. Bundan sebep Türkiye’de birçok çimento
fabrikası mecburiyetten ötürü de ihracatı iç piyasaya tercih
etmek zorunda kalmıştır. Bunu zaman zaman zararına dahi
olsa maalesef bu şekilde yapmaktadır.
Bunun haricinde yurt dışı ile entegre olarak yaptığımız
işlemlerden bir tanesi çimento sanayinin ağırlıklı ihtiyacı
olan konu enerji. %60-%70 gibi bir maliyetin petrokok ve
kömür enerjisi olduğunu göz önüne alacak olursak Rusya ve
Amerika’dan
ciddi
bir
biçimde
ithalatımızı
gerçekleştiriyoruz. Güney Amerika’daki rafinerilerden
özellikle petrokok olmak üzere Rusya Karadeniz ve Baltık
limanlarından entegre vaziyette bu işi yapmaktayız. Exxon
ve Citgo gibi yurt dışında büyük tedarikçilerle çalışıyoruz.
Ama makine refrakter gibi üretimde kullanılan malzemeler
için de Avrupa’daki tedarikçilerle çalışmaktayız.
Türkiye’nin hammadde açısından son derece yeterli ve
zengin olması üretim açısından çokta fazla yurtdışında
yatırım yapılması ihtiyacını göstermiyor. Ben bir yandan
sunuda bunun üzerinde konuşmaya çok gerek görmedim. Bu
yüzden bir yandan görseller paylaşıyorum.
2009 yılında uluslararası rekabette daha aktif daha güçlü
daha rekabetçi olabilmek adına da dünyanın lider ERP
markalarından biri olan Oracle ile anlaşıp Türkiye’deki
üretim prosesi içerisinde tam entegrasyonla bir iş ortaklığı
oluştu.
Kuruluşumuz %100 yerli sermayeli ama bugün borsaya
bakıldığında Batıçim’de %1, Batısökede ise %5 düzeyinde
yabancı yatırımcımız var.
Bahsettiğim gibi ihracatla ilgili şuanda mecburiyetten
ötürü yapılan bir formatımız var. Burada 50’ye yakın ülkeye
ihracat yapar konumdayız. Grup firmalarımızda. Burada
LaFarge, Heiderberg, Cemex Tradeland gibi dünyada büyük
traderler büyük tröstler ile birlikte iş ortaklığımız ve onlar
aracılığıyla da dünya piyasalarına ürünlerimizin arzı söz
konusu. Burada tabi ki tercihen lokal olarak büyüme bizim
için çok önemli. Ürünün özelliğinden dolayı bunu
söylüyorum.
Ancak mecbur kalınan bu ortamda da ihracat bir
zorunluluk haline gelmiştir. Seçil Hanımla yaptığınız
söyleşide sorduğunuz; tabii ki buna özellikle ülkede kanun
koyuculardan karar alıcılardan beklediğimiz çok daha ciddi
teşvikler mutlaka ki vardır. Ülkenin iç piyasasında kriz
yaşanan dönemlerde iç üreticilerin sanayicilerin
desteklenmesi, uluslararası rekabette elinin güçlendirilmesi
Coşkun Küçüközmen:
Mutlu Bey biz teşekkür ediyoruz size. Ve tabi ki
konferans organizasyonunu yapanlara. Elbette son olarak
ama sonuncu sırada olması sebebiyle sonuncu öneme sahip
olduğu anlamına gelmesin. Kıymetli zamanlarını ayıran
dinleyicilerimize
çok
teşekkür
ediyoruz.
Siz
konuşmacılarımız güzel bir fırsat güzel bir imkan sundunuz.
Hepimizin buradan öğreneceği çok şey var. Adeta “Yurt
Dışına Açılma Stratejisi” adında bir kitap bölümü yazılmak
istense şu ana kadar anlattıklarınızdan en az birkaç kitap
bölümü çıkar, değil mi Emin Hocam ne dersiniz?
Emin Akçaoğlu:
Kesinlikle çıkar. Şimdi esasında isterseniz şöyle
101
Coşkun Küçüközmen:
yapalım Coşkun Hocam, Erdoğan Hocamız da aramızda o
kendi sunumu ile bağlantılı olarak eminim söylemek
istedikleri vardır. Erdoğan Hoca sözlerini tamamladıktan
sonra ben de müsaadeniz ile birkaç hususa değinmek
istiyorum tabi. Bunlar soru biçiminde de düşünülebilir.
Yorum biçiminde de düşünülebilir. İsterseniz Erdoğan Hoca
ile başlayalım Coşkun Hocam.
Teşekkür ediyoruz. Sesim herhâlde geliyor şimdi. Çok
teşekkür ediyoruz hocam değerli katkılarınız için. Son 10
dakikada Emin Hocam nasıl yapalım? Karşılıklı biz
konuşalım mı, yoksa siz mi toparlayacaksanız? Emin Hocam
benim tam yirmi altı yıllık dostum, arkadaşım ve biz bu
pandemi döneminde olsun Emin Hocanın yoğun eğitim
öğretim trafiği içinde olsun, (o da eğitim ihraç ediyor o da
uluslararasılaşmış başlı başına bir marka kendisi) dolayısıyla
çok fazla sohbet etme imkânımız olmuyor. Bu vesileyle
birbirimizi en uzun süre karşı karşıya gördüğümüz anlardan
birini yaşadık. Onun için de Emin Hocam çok mutlu tabii;
ben de mutluyum.
Erdoğan Hocam sizinle de aynı bölümdeyiz. Ben de
İzmir Ekonomi Üniversitesi’nde Uluslararası Ticaret ve
Finans Bölümünde öğretim üyesiyim. Emin Hocam da orada
öğretim üyeliği yaptı bir dönem; muhtemelen bilginiz
dahilindedir.
Şimdi Emin Hocam ben kapanışla birlikte bir toparlama
kısmını size bıraksam ve sizden dinlesek. Şöyle
deneyimleriniz gördükleriniz ışığı altında dediğim gibi bir
toparlama yapsanız çok mutlu olacağız. Bu arada
konuşmacılarımızın da son bir söylemek istedikleri varsa
onları da sizlerle paslaşarak yaparlarsa sevinirim. Buyurun
Emin Hocam.
Coşkun Küçüközmen:
Tabi tabi başlayalım neticede süreyi efektif ve iktisatlı
kullandık farkındaysanız.
Emin Akçaoğlu:
Evet süre anlamında hiçbir sıkıntımız yok zaten normal
program bağlamında 15 dakikamız daha var. Ancak
başlangıçtaki durumu dikkate alarak biraz daha
sarkıtmamızda zannediyorum bir sakınca yok. Bilmiyorum
katılırmısınız konuşmacılarımız ne düşünüyorlar onların
açısından bir sıkıntı var mı?
Coşkun Küçüközmen:
Sanırım hepsinin adına yaşıma istinaden konuşabilirim
diye düşünüyorum ben herhangi bir sıkıntı yok gayet güzel
gidiyor. Erdoğan hoca ile söylediğiniz gibi devam edelim
ondan sonrada sizden genel bir toparlama alırsak çok mutlu
olacağız.
Emin Akçaoğlu:
Değerli arkadaşlar bence başlangıçtaki biraz komik
biraz can sıkıcı tecrübeye rağmen şu ana kadar çok başarılı
bir toplantı yaptık sayenizde. Açıkçası şunu söyleyerek
başlamalıyım: Würzburg International Business Forum
akademik konferanslar organize ediyor ama bu
konferansların konusu işletmeler ve işletmecilik olduğu için
işletmecileri, işletmeleri, profesyonel yöneticileri doğrudan
doğruya kendi düzenlediği akademik konferanslara entegre
etmeye çalışıyor. Bu toplantı bu tercihin ne kadar yerinde
olduğunu da bence gösteriyor.
Biz
akademisyenler
uygulamada
yaşananları
inceliyoruz. O bağlamda teoriler üretiyoruz ve bu
perspektiflerin işletmelerin faaliyetlerini iyileştirmesine
katkı sağlamasını amaçlıyoruz. Fakat siz işin
mutfağındasınız.
Sonuçta
doğrudan
doğruya
uluslararasılaşan firmalar sizin firmalarınız. Örneğin ihracat
yapan firmalar sizin firmalarınız; yatırım yapan firmalar
sizin firmalarınız. Dolayısıyla uygulamacılarla, işletmelerle,
firmalarla, akademisyenlerin sıklıkla bir araya gelmesinin ne
kadar önemli olduğunu bugün bir kere daha gördük.
Bu bakımdan aramızda bulunan genç akademisyenler
için de aslında son derece verimli olacak bir araştırma
alanının bulunduğunu bir kere daha hatırlattık zannediyorum
şu anda aramızda bulunan arkadaşlarımıza.
Türk firmaları hele hele sizin gibi firmalar, uluslararası
faaliyetleri anlamında elbette göz dolduran ve ülkemize
Erdoğan Taşkın:
Sayın Başkan, Sayın Emin Hocam ve çok kıymetli
katılımcılar. Sayın Seçil Hanım, Gürhan Bey, Mutlu Can
Bey, Erçin Bey. Özellikle tam konferansın konusuna uygun
bir şekilde, uluslararası işletmecilik için uluslararası
pazarlamanın hedef piyasa seçimi, planlama faaliyetleri,
ürün kararları ve diğer dağıtım kanalları seçimi, tutundurma
faaliyetleri, pazarlama iletişim faaliyetleri ve özellikle dış
çevre ile bağlantılı faaliyetler, siyasi faaliyetler, siyasi
ilişkiler ne kadar güçlü olursa uluslararası ilişkiler bunlarla
bağlantısını sağlıyor.
Başta, “regülasyon” dediğimiz mevzuatın AB’ye ve
diğer süreçlere uyum sağlaması. Bunları değerli katılımcılar,
kendi işletmelerinden örneklerle bizlere anlattılar. Verilen
örnekler ile anlatılan örnek olaylar, işletmelerin ve
katılımcıların öz geçmişleri, hakikaten uluslararası
pazarlama derslerinde örnek olaylar olarak anlatılacak,
uluslararası işletmecilik ders kitaplarına girebilecek vaka
etütleri. Hepsine tek tek teşekkür ediyorum.
Bizim sunduğumuz tebliğ ile de bağlantılı beceri
düzeyleri ile de bağlantılı. Tebliğdeki önerimiz neydi? Bütün
her şeyi yapmamız mümkün değil. Süperman olmaya gerek
yok ihracatta. Süperman’in de zaten bazı eksikleri var
biliyorsunuz. Gazetecilerden de destek alıyor bol miktarda.
102
yapıyorlar?
Seçil Hanım yine Çinlilerle ilgili aslında üzerinde
durulması gereken çok önemli bir konudan söz etti: Bir
taşlama makinesini yıllar önce Çin’e ihraç ediyorlar ama bir
daha onlardan bir haber çıkmadığı gibi dünyanın her hangi
bir tarafından da öyle bir taleple karşı karşıya kalmıyorlar.
Acaba makinelerinin kopyalanıp Çin’den bir takım başka
ülkelere ihracatı söz konusu olabilir mi diye düşündüğünü
ifade etti. Acaba biz bu anlamda bir şeyler yapıyor muyuz?
Yani başkalarının teknolojilerini edinmek adına kendi
ülkemize kendi firmalarımıza aktarmak adına bir şeyler
yapıyor muyuz?
Bunun bir boyutu elbette fikri ve sınai mülkiyet
haklarıyla da ilgili. Erdoğan Hocamızın baştan Vakko
örneğinde ifade ettiği konu bu ve son derece önemli bir
tartışma alanı. Buralarda söylenebilecek çok şeyler var.
Dolayısıyla her ne kadar biz belli bir süre sonra bu tartışmayı
burada noktalayacak olsak da görünen o ki, söylenecek
aslında çok söz, tartışılacak çok konu var.
Bütün bunların hem böyle gruplarda ele alınması; aynı
zamanda doğrudan doğruya firmanın kendi içinde ele
alınması bence hayatiyet taşıyor. Örneğin, biz toplantımıza
başlarken birileri bizi sabote etmek istedi ve bir başka Zoom
linki üzerinden toplantıyı yeniden başlatmak zorunda kaldık.
Bu örnek dahi akla gelmedik konuların birden bire
gündemimize girebileceğini ortaya koyuyor. Değişik
senaryolar üretmek gerekiyor. Geleceğe dönük o senaryolar
üzerinden firmaların ve genel olarak bir ülkenin değişik
sektörlerdeki geleceğinin nasıl ele alınması, nasıl
yönlendirilmesi, nasıl organize edilmesi gerektiği mutlaka
tartışılması gereken konular.
Çok kısa söylemek istediklerim bunlar. Çok teşekkür
ediyorum bütün katılımcılara; Erdoğan Hocaya, Seçil
Hanıma, Erçin Beye, Mutlu Beye, Gürhan Beye.
Açıkçası bu konferansın sonraki yıllarda yapacağımız
başka konferanslarda tekrar edilmesini ve başka iş
birliklerine bir ilk adım olmasını diliyorum.
Coşkun Hocam size de katkılarının için çok teşekkür
ediyorum. Eğer konuşmacılar bu bağlamda ilave bir iki şey
ifade etmek isterlerse onları duymaktan, dinlemekten,
işitmekten memnuniyet duyacağımı da belirtmek istiyorum.
büyük katkı sağlayan faaliyetlerin içindeler. Bu başarılarını
zaten tescillemiş durumdalar. Fakat görüyorsunuz dünya
sürekli değişiyor; hiçbir şey yerinde kalmıyor.
Az önce Coşkun Hocam Erçin Beye sordu, otomotiv
endüstrisindeki değişikliklere bağlı olarak kendilerinin karşı
karşıya kalabilecekleri riskleri ya da yeni şartların ne şekilde
dikkate aldıklarını. Erçin Bey de aslına bakılırsa son derece
düşündürücü ve aslında gurur verici bir takım ifadelerle
cevapladı bu soruyu. Erçin Beyin anlattıklarında şunu
gördüm ki Türkiye’de bazı firmalar, örneğin otomotiv
sektöründekiler; bazı değişiklikleri, ortaya çıkabilecek
riskleri ya da fırsatları dikkate alır tarzda kendilerini adapte
etmeye çalışıyorlar. Bu otomotiv sektörü olur başka sektör
olur, çimento sektörü olur, enerji sektörü olur ya da gıda
sektörü olur aslında farklı değil.
Gürhan beyin anlattıkları örneğin, çok başka bir
perspektif ortaya koydu. Bir Alman çokuluslusu olan
Develey Group geliyor ve Türkiye’de 2012 yılında bir Türk
şirketini satın alıyor. Markayı koruyor, ismi koruyor ama en
nihayetinde; bugün bu Türk şirketi aslında büyük bir
çokuluslunun bir bağlı şirketi konumunda.
Bütün bunları üst üste koyduğumuz zaman benim
aklıma şu geliyor: Demek ki aslında hâlâ konuşulması
gereken çok şey var. Örneğin bugün burada daha ziyade
ihracatın üzerinde durduk.
Seçil Hanım Bulgaristan örneği üzerinden kendi yatırım
planlarından söz etti; halihazırda zaten şirketlerini
kurduklarını da ifade etti. Demek ki uluslararasılaşmak
isteyen ya da uluslararaşılaşmak - daha doğru bir ifadeyle zorunda olan Türk firmalarının önünde ihracatın dışında da
seçnekler var.
Çünkü en nihayetinde her ne kadar pandemiyle kesintiye
uğramış gibi de olsa; her ne kadar daha öncesinde Trump
yönetimin iş başına gelmesiyle duraksamış gibi de olsa;
küreselleşme süreci veya uluslararası entegrasyon artık
dünya için kaçınılmaz gerçek.
Bu şartlar altında siz bir başka pazara gitmek ya da
gitmemek tercihini yapmaktan öte; aslında her şeyden önce
kendi pazarınızda dışarıdan gelebilecek rekabet baskısına
karşı ne yapacağınızı düşünmek zorundasınız. Dolayısıyla
acaba ihracatın yanı sıra yatırım seçeneğini mesela ne ölçüde
ele almamız lazım; bunu düşünmemiz kaçınılmaz bir
zorunluluk bence. Eminim oralarda da konuşulabilecek çok
konular var.
Fakat saatin ilerliyor olduğunu dikkate alarak, bunları
sadece tartışılmak üzere ortaya sunulmuş görüşler olarak
almanızı rica edeceğim sizden. Belki sayın konuşmacılar bu
konularda bir şeyler söylemek isteyebilirler.
Bir başka konu yine bu konulardan bağımsız
olamayacak durumda olan bir gerçek. Örneğin Çinlilerin Yol
ve Kuşak Projesi var ve Çinliler bu konuya çok büyük paralar
yatırıyorlar. Çok büyük gayret içindeler. Zaten aslında
dünyada yaşanan bir takım belki siyasi sıkıntıların bile bu
projeyle bağlantılı olabileceğine dair akıl yürütülebilir.
Mesela bizim firmalarımız acaba bu bağlamda ne
Seçil Beydemir Kaynak:
Emin Hocam, bilmiyorum diğer arkadaşlarımdan söz
almak isteyen var mı? Ama öncelikle Coşkun Hocama ve
özellikle size teşekkür etmek istiyorum bize böyle bir imkân
tanıdığınız için. Çünkü bu hikâyeler yaşanmış hikâyeler ve
bunlar paylaştıkça güzelleşiyor ve biz paylaştıkça birileri
bunlardan feyz alıyor o yüzden bunların çok önemli
olduğunu düşünüyorum.
Ben kendi adıma böyle bir ortamda bulunmaktan çok
mutlu oldum çok güzel bir tecrübe bizim için çok teşekkür
ediyorum sağ olun.
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Emin Akçaoğlu:
göre, Gürhan Beyden bir son cümle alayım.
Gürhan Güven:
Ben teşekkür ediyorum.
Coşkun Küçüközmen:
Bu toplantıya davet ettiğiniz için çok teşekkür
ediyorum. Biz de kendi aramızda olan bu keyfe, sohbete
eşlik ettik, bir parçası olduk.
Bunlar aslında hepimizin vizyonuna bir katma değer
daha katıyor. Birlikte ne kadar görüşsek de bunları
birbirimizle paylaşma fırsatı olmadı. Hem yurt dışında hem
yurt içinde bunlar bize çok ciddi katma değerler sağlıyor. Bir
işi tutku, şeffaf ve aşkla yaptıktan sonra o istikrar sayesinde
başarı geliyor. İlk zamanlar belki patinaj attığınızı sansanız
da sizin bir adım attığınızın belirtisidir. Fersan’da aynen bu
şekilde bunları yaşadım. Çok da iyi işlemediği dönemlerde
Almanlar burayı aldı ve sadece istikrar sayesinde
müşterilerimizin karşısına çok ciddi farklı olarak çıkıyoruz.
Biz aslında daha çok verdiğimiz sözleri noter tasdikli bir
söz gibi verirsek Türkiye’nin önü çok daha açık ve
yapamayacağımız hiçbir şey yok. Sadece düşünebildiğimiz
kadar sınırlarımız var diğer her şeye ulaşabiliriz. Çok
teşekkür ediyorum.
Biz teşekkür ediyoruz Seçil Hanım. Harika oldu. Mutlu
Bey, Gürhan Bey, Erçin Bey… Şöyle başlayalım: Mutlu
Beyden başlayalım.
Mutlu Can Günel:
Ben de Seçil Başkana tüm kalbimle katılıyorum. Sözel
de olsa değerli katılımcıların tamamı için kurumsal sitemizin
adreslerini vereyim: batianadolu.com veya batıcim.com.tr
Benim
de
şahsi
elektronik
posta
adresim
mutlucangunel@baticim.com.tr Her zaman destek olmak,
her zaman ilave bir şey olursa yanıtlamak isterim.
Üstünde özellikle durduğunuz bu uluslararasılaşma,
Türkiye’deki üreticilerin KOBİ veya büyük imalatçıların
tamamının dünya pazarlarında rekabet edebilmek için son
derece yeterli know-howları var. Son derece yeterli kültürel
birikimleri var. Donanımları çok yüksek canavar gibi yeni
nesil yöneticiler yetişiyor ve geliyor.
Burada özgüvenlerinin tam olması; rekabetçi unsurların
tamamının elde edilmeye gayret edilmesi gerekiyor.
Dünyada da hasbel kader tecrübe edinmiş, eğitimi olan bir
insan olarak söylemeliyim ki Türkiye’de çok kıymetli
üniversitelerimiz, çok kıymetli hocalarımız, ufku ve vizyonu
çok geniş sizler gibi çok değerli akademisyenlerimiz var.
Onların, eskilerin tabiriyle rahleyi tedrisatından,
tezgahından, tornasından geçen bu pırıl pırıl beyinlerin
yenilikçi ve vizyoner görüşleriyle, özgüvenleriyle yurt
dışında çok büyük işler başaracaklarına benim inancım tam.
Gelecek yılların Türkiyemiz açısından daha büyük
üretim, daha güçlü üretim imkânlarına sahip olması
bakımında el birliğiyle ve tüm dünyada son derece aktif
olunması gerekiyor.
Emin Hocam çok kıymetli bir şeyden bahsetti. Bu da
çok büyük bir fırsattır: Özellikle bu İpek Yolu’nun yeniden
canlandırılması projesi Türkiye’nin rekabet avantajlarını
ortaya koyuyor. Bunların atlanılmaması gerekiyor. İcap
ederse bunu ileride okuyacak dinleyecek olan tüm
yatırımcılar için dünyanın her yerine gidip kültürel olarak
bağ kurabileceğimiz, geçmişi binlerce yıla dayanan
Anadolu’da bir kültür medeniyetler beşiği olduğu
düşünülürse… Diyalog kabiliyetiyle insan ilişkileriyle o
tevazu bahsi geçen Anadolu insanının dünyanın her yerinde
çok büyük işler başarabileceğine benim inancım şahsen
sonsuz. Tekrardan sizleri, buna fırsat tanıdığınız için
teşekkür ediyor ve saygıyla selamlıyorum.
Coşkun Küçüközmen:
Ben teşekkür ediyorum, harika bir söz: Sınırlarımız
düşünebildiğimiz kadardır. Düşünmenin de sınırı olmadığına
göre sınırları zorlamak gerekiyor. Çok farklı şekilde
düşünmek gerekiyor, çok teşekkür ediyorum ilham verici bir
söz. Erçin Bey sizden de son bir yorum alalım.
Erçin Şahin:
Öncelikle etkinlik için çok teşekkür ederim. Şirket
olarak akademik camiayla çok yakın çalışıyoruz. Epeydir
akademik camiayla bir etkinliğe katılmamıştım. Gayet iyi
oldu. Özellikle bu konuda tabii ki. Çalıştığımız konular hep
teknik olduğu için...
Akademik camiadan çok değerli pırlanta gibi gençler
geliyor; biz şirketimize katıyoruz. Sizlerden ricam;
saygıdeğer hocalarımdan ricamız: Madem böyle bir konu
var, sizler bu pazarlama ve satış konusunda akademik olarak
ilerliyorsunuz ve genç bireyler yetiştiriyorsunuz.
Farkındalığı yüksek bireylere ihtiyacımız var. Derslerimizin
bir kısmında ne olursa nasıl olur farkındalığını aşılarsanız
çok iyi olur. Çünkü Türkiye’deki eğitim ve öğretim
sisteminin temel eksiklerinden bir tanesi bu. Farkındalığı
olmayan bireylerle biz karşı karşıya geliyoruz. Onların
farkındalığını burada adapte etmek, özellikle sanayi
sektörüne adapte etmek de yaklaşık bizim birkaç yılımızı
almıyor değil.
Farklı bir kuşak da yetişiyor. Sizler daha içindesiniz; Z
kuşağı. Tükiye’de Z kuşağı oranı %38 gibi, yanlış
hatırlamıyorsan ve de bölgede Avrupa ve Asya’da coğrafi
olarak baktığımızda bu dilimin yüksek olduğu ülkelerden bir
Coşkun Küçüközmen:
Biz de teşekkür ediyoruz, sağ olun. Buradaki sıraya
104
imkânını yapamıyoruz. Anadolu üniversiteleri biraz daha
yerleşke itibariyle sanayiye daha yakın oluyor ve daha fazla
iş birliği olma imkânı oluyor. Ancak diğer taraftan da
İstanbul’daki üniversitelerin özellikle uluslararası ticaret ve
bağlantılı bölümlerinin işin içerisinde olması lazım.
Maalesef dünya değişirken, Avrupa değişirken, Türkiye
dönüşürken eğitim sistemimiz bu işlerin epeyce gerisinde
kaldı. Dijitalleşme, yapay zekâ, makina öğrenmesi lafları
havalarda uçuşuyor ama uygulamaya bakılınca ya da geriye
doğru baktığımız zaman masallarda olduğu gibi bir arpa
boyu yol gidemedik. Diğerleri de aynı. Baktığımız zaman
müfredat, ders programları ve uygulamalar açısından çok
daha fazla özel sektöre, sanayicilere, girişimcilere,
yöneticilere ilgili okul içinde hangi bölümse o işe yakın
olmak gerekiyor.
Ben Sayın Başkana ve Sayın Emin Hocama Beykent
Üniversitesi ile Würzburg Üniversitesi iş birliğine ve bütün
katılımcılara tek tek teşekkür ediyorum. Çok bilgilendirici,
aydınlatıcı, hepimiz için esin kaynağı olan örnek olaylar ile
güçlendirilmiş bir Cuma sabahı olduğunu düşünüyorum
güzel bir gündü.
tanesiyiz; ülkesiyiz hatta.
Bizler Z kuşağını yönetebilirsek - önümüzdeki 50 sene,
20 ya da 30 sene diyebilirim - onların adapte olması
önümüzdeki 10 senede olacak. Bu çok çok farklı bir noktaya
getirebilir ülkeyi. Ülkemizin ihtiyacı olan üretimdir. Çünkü
bizler gelişmiş ülkelere baktığımızda gördüğümüz şu:
Gelinen nokta tarım tabii ki de olacak. Ama sanayi
üretiminde yüksek teknoloji, katma değer yaratan ürünler
üretmeliyiz. Bu yüzden de eğitim çok önemli. Yani sizlerden
isteğimiz bize iyi yetişmiş bireyler gönderin gerisini bize
bırakın.
Coşkun Küçüközmen:
Çok önemli bir noktaya değindiniz. Şu an ben Emin
Hocayla ve Erdoğan Hocanın aklından kuantum hızında bir
şeyler geçtiğinin ben farkındayım. O kadar önemli bir konu
ki, liselerde, ortaokulda belki de çok küçük yaşta başlaması
gereken bir muhakeme ve algıya dayalı dersler yok;
anlatabiliyor muyum? Üniversitelerde çok fazla böyle şeyler
yok. Mesela felsefe okumuş kaç kişi var? Sosyoloji
antropoloji okumuş kaç kişi var?
Bir ara ben dünya finansçılarını inceledim. Dünyanın en
iyi finansçılarının inanın bunların %50’si finans okumamış
biliyor musunuz? Finans MBA’i falan yapmış. Ama önceki
bilgileri tarih, antropoloji, psikoloji, felsefe üzerine. Mesela
Niall Ferguson Paranın Yükselişi kitabını yazan kişi
Fransızca ve Tarih bölümü mezunu. Amerika Merkez
Bankası’na merkez bankacılığı dersi vermeye gitti
anlatabiliyor muyum?
Bu dediğiniz konu aslında bizim eğitimizin genel
sorunu. Algısı yüksek, farkındalığı yüksek, muhakeme
yapabilen bir nesil yetişmesi gerekiyor. Üniversite
eğitiminin bu şekilde şekillenmesinde belki pandemi fırsat
verecek. Biraz müfredatın dışına çıkarak bu gibi şeyleri en
azından belli okumalarla ve videolarla öğrencilerimize
kazandırabileceğimizi düşünüyorum.
Ben konuyu bu şekilde uzatmak istemiyorum. Erdoğan
Hocam son bir şey söylemek ister misiniz, son bir cümle.
Hocalar her zaman bir şeyler söyler. Yoksa bile gece 3’te
kaldır hocam bir şey söyler misin de kesin bir şey söyler.
Hocam buyurun lütfen.
Coşkun Küçüközmen:
Çok teşekkür ediyorum hocam. Emin Hocam artık
sizden de son bir kapanış cümlesi alalım ve dinleyicilerimizi
ve konuşmacılarımızı daha fazla yormayalım. Hepimizi
işlerimiz bekliyor değil mi? Buyurun hocam.
Emin Akçaoğlu:
Teşekkür ederim. Bütün konuşmacılara bütün
dinleyicilerimize, katılımcılara çok teşekkür ediyorum.
Doğrudan doğruya iş dünyasının temsilcileri bu işin eğitim
ve insan kaynakları boyutuna dikkat çektiklerine göre ortada
hakikaten bir ihtiyaç var. Bu ihtiyacın farkında olduğumuza
göre ihtiyacın giderilmesine odaklanmamız lazım.
Üniversitelerde değişim var. Bir takım sorunlar da yaşanıyor
ama bir takım iyileşmeler, bir takım gelişmeler de var.
Bir defa şunu söyleyeyim: Burada üç akademisyen
konuşmacı olarak aranızdayız. Üçümüz de endüstri tecrübesi
olan kişileriz. Ben on beş yıllık Eximbank geçmişi olan bir
akademisyenim. Aslında bazen kendi kendime şunu
soruyorum: Akademisyen ve uygulamacı olmak sınırları
itibariyle nasıl ayrıştırılabilir; özellikle işletme gibi bir
alanda? Dolayısıyla hem üniversite perspektifiyle durumun
ne olduğunu görebiliyoruz hem de uygulayıcı perspektifiyle
durumun ne olduğunu.
Tabii yapılabilecek çok şey var ama bunların hepsini
üniversitelerden beklemeye imkân olmadığı gibi, iş
dünyasından beklemeye de imkân yok. İş dünyasıyla
üniversitelerin doğru şekilde bir araya gelmesi lazım. Eğer
bugünkü heyette bulunan arkadaşlarımız bu yönde bir ihtiyaç
olduğunu düşünüyorlarsa ve bu yönde bir adım ayılması için
kendileri zaman ve enerji ayırabileceklerini düşünüyorlarsa;
Erdoğan Taşkın:
Hakikaten müfredat ve ders planlaması, uluslararası
ticaret bölümlerinde çok önemli. Yıllardan beri uluslararası
ticaret bölüm başkanlığı, daha önce de işletme bölüm
başkanlığı yaptım. Olay şu: Üniversiteler ile özel sektör
arasındaki bağlantı bazen sadece hocaların, öğretim
üyelerinin kişisel deneyimleriyle sınırlı oluyor. Daha fazla
özel sektörün işin içinde olması, seminerler, konferanslar,
sınıf içi buna yönelik bilgilendirmeler, teknik geziler… Ama
bunları maalesef İstanbul içindeki üniversitelerde; bu teknik
gezileri fabrika ziyaretlerini ve yöneticilerle tanışma
105
eminim burada bulunan akademisyenlerin tamamı büyük bir
memnuniyetle böyle bir sürecin yürütülmesine katkı
vermeye hazırlar.
Dolayısıyla tekrar teşekkür ediyorum ve bu toplantının
aslında üniversite-iş dünyası arasındaki ilişkinin
geliştirilmesi adına en azından bir adım olduğunu
düşündüğümü özellikle vurgulamak istiyorum. Teşekkür
ederim Coşkun Hocam.
sorun olmaya devam ederse yine uzaktan bir toplantıya
dönüştürülebilir. Ama bugünkü hedefimiz yüz yüze bir
toplantı yapmak. En azından en kötü şartlarda hibrid; kısmen
yüz yüze kısmen uzaktan toplantı biçiminde olacak.
Dolayısıyla bütün konuşmacılar, bütün katılımcılar 2021
yılının 27-28 Mayıs’ında Würzburg’e davetliler.
Würzburg muhteşem bir şehir; küçük bir şehir ve çok
güzel, özellikle turistik açıdan çekici yanları olan bir şehir.
Biz orada bütün katılımcıları misafir etmekten büyük
memnuniyet duyarız.
Sonraki yılın konferansı da çok çok büyük ihtimalle
Bangkok’ta yapılacak. Dolayısıyla Bangkok’a da herkes
davetli. Teşekkür ederim.
Coşkun Küçüközmen:
Hepinize ben de teşekkür ediyorum, Emin Hocam bu bir
uluslararası konferanstı. Pandemi olmasaydı muhtemelen
bütün oturumlar İstanbul’da yapılacaktı ama biz böyle bir
fırsatı bu şekilde yakaladık. Umarım bundan sonraki
konferansta, dördüncüsünde da yine bir araya geliriz. Bunu
da böyle tarihe bir not düşmüş oluyoruz. Kemalpaşa Sanayici
ve İş İnsanları Derneği’nde sizin başkanlığınız döneminde
gündeme gelebilecek bir uluslararası etkinlik olabilir bu,
değil mi Seçil Hanım?
Coşkun Küçüközmen:
Evet çok teşekkür ediyoruz. Çok sağ olun. Burada
bitirelim değil mi Emin Hocam? Tüm katılımcılara çok çok
teşekkür ediyoruz. E-mailler zaten mesajlaşma kısmında yer
aldı. İsterseniz oradan kopyalayabilirsiniz.
Hepinize iyi günler sevgiler saygılar diliyorum. Emin
Hocam tüm emekleriniz size teşekkür ediyorum. Sağ olun
var olun.
Emin Akçaoğlu:
O konuda da bilgi vereyim gelecek yılın konferansını
27-28 Mayısta Almanya’da yapacağız. Eğer pandemi hala
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