Strategic Intelligence for the Future 1: A New Strategic and Operational Approach
By Henri Dou, Alain Juillet and Philippe Clerc
()
About this ebook
Information in all its forms is at the heart of the economic intelligence process. It is also a powerful vector of innovation and, more than ever, a balance between economic and societal forces.
Strategic Intelligence for the Future 1 analyzes the need for the French economic intelligence to mutate in order to develop the economy, strengthen social cohesion and protect vital interests.
This mutation requires a change of attitudes and a new way of thinking, widely open to global change and new technologies. The focus of the French economic intelligence on conventional objectives such as business and the economy does not allow for the integration of its multiple possible fields and thus its global nature. The strategy, foresight and temporal dynamics necessary to the understanding of the world, and the new balance of power and control of complex situations, have thus increased the time needed to put this in place.
Both theoretical and practical, this book provides a basis from which to develop "enhanced economic intelligence" leading to the implementation of global security.
Related to Strategic Intelligence for the Future 1
Related ebooks
Collective Innovation Processes: Principles and Practices Rating: 0 out of 5 stars0 ratingsThe Conceptual Foundations of Investing: A Short Book of Need-to-Know Essentials Rating: 0 out of 5 stars0 ratingsBig Data for Insurance Companies Rating: 0 out of 5 stars0 ratingsThe Microeconomics of Wellbeing and Sustainability: Recasting the Economic Process Rating: 0 out of 5 stars0 ratingsKnowledge Management: The Creative Loop Rating: 0 out of 5 stars0 ratingsThe Globalization of Chinese Companies: Strategies for Conquering International Markets Rating: 0 out of 5 stars0 ratingsImplementing World Class IT Strategy: How IT Can Drive Organizational Innovation Rating: 0 out of 5 stars0 ratingsDuty of Care: An Executive's Guide for Corporate Boards in the Digital Era Rating: 0 out of 5 stars0 ratingsChasing Digital: A Playbook for the New Economy Rating: 0 out of 5 stars0 ratingsStatistical Arbitrage: Algorithmic Trading Insights and Techniques Rating: 3 out of 5 stars3/5Mind+Machine: A Decision Model for Optimizing and Implementing Analytics Rating: 0 out of 5 stars0 ratingsFourth Industrial Revolution and Business Dynamics: Issues and Implications Rating: 0 out of 5 stars0 ratingsReimagining Businesses with AI Rating: 0 out of 5 stars0 ratingsThe Digital Factory for Knowledge: Production and Validation of Scientific Results Rating: 0 out of 5 stars0 ratingsMarket Microstructure: Confronting Many Viewpoints Rating: 0 out of 5 stars0 ratingsInformation Systems Management: Governance, Urbanization and Alignment Rating: 0 out of 5 stars0 ratingsStaying the Course as a CIO: How to Overcome the Trials and Challenges of IT Leadership Rating: 0 out of 5 stars0 ratingsMeasuring Sustainable Development Goals Performance Rating: 5 out of 5 stars5/5Transformational Security Awareness: What Neuroscientists, Storytellers, and Marketers Can Teach Us About Driving Secure Behaviors Rating: 0 out of 5 stars0 ratingsInnovation and Production Ecosystems Rating: 0 out of 5 stars0 ratingsChanging the Game: The Playbook for Leading Business Transformation Rating: 0 out of 5 stars0 ratingsSociety 5.0: Industry of the Future, Technologies, Methods and Tools Rating: 0 out of 5 stars0 ratingsAnalytics for Insurance: The Real Business of Big Data Rating: 0 out of 5 stars0 ratingsRisk Management: Lever for SME Development and Stakeholder Value Creation Rating: 0 out of 5 stars0 ratingsDecision-Making in Crisis Situations: Research and Innovation for Optimal Training Rating: 0 out of 5 stars0 ratingsThe Transformational CIO: Leadership and Innovation Strategies for IT Executives in a Rapidly Changing World Rating: 0 out of 5 stars0 ratingsPractical Goal Programming Rating: 0 out of 5 stars0 ratingsThe Fourth Industrial Revolution and Its Impact on Ethics: Solving the Challenges of the Agenda 2030 Rating: 0 out of 5 stars0 ratingsSocial Media Audits: Achieving Deep Impact Without Sacrificing the Bottom Line Rating: 0 out of 5 stars0 ratings
Business For You
Robert's Rules Of Order Rating: 5 out of 5 stars5/5Crucial Conversations Tools for Talking When Stakes Are High, Second Edition Rating: 4 out of 5 stars4/5Becoming Bulletproof: Protect Yourself, Read People, Influence Situations, and Live Fearlessly Rating: 4 out of 5 stars4/5Crucial Conversations: Tools for Talking When Stakes are High, Third Edition Rating: 4 out of 5 stars4/5Nickel and Dimed: On (Not) Getting By in America Rating: 4 out of 5 stars4/5Summary of J.L. Collins's The Simple Path to Wealth Rating: 5 out of 5 stars5/5Law of Connection: Lesson 10 from The 21 Irrefutable Laws of Leadership Rating: 4 out of 5 stars4/5Collaborating with the Enemy: How to Work with People You Don’t Agree with or Like or Trust Rating: 4 out of 5 stars4/5High Conflict: Why We Get Trapped and How We Get Out Rating: 4 out of 5 stars4/5Set for Life: An All-Out Approach to Early Financial Freedom Rating: 4 out of 5 stars4/5The Richest Man in Babylon: The most inspiring book on wealth ever written Rating: 5 out of 5 stars5/5Leadership and Self-Deception: Getting out of the Box Rating: 4 out of 5 stars4/5Capitalism and Freedom Rating: 4 out of 5 stars4/5The Catalyst: How to Change Anyone's Mind Rating: 4 out of 5 stars4/5Lying Rating: 4 out of 5 stars4/5Emotional Intelligence: Exploring the Most Powerful Intelligence Ever Discovered Rating: 5 out of 5 stars5/5The Five Dysfunctions of a Team: A Leadership Fable, 20th Anniversary Edition Rating: 4 out of 5 stars4/5Red Notice: A True Story of High Finance, Murder, and One Man's Fight for Justice Rating: 4 out of 5 stars4/5Buy, Rehab, Rent, Refinance, Repeat: The BRRRR Rental Property Investment Strategy Made Simple Rating: 5 out of 5 stars5/5The Intelligent Investor, Rev. Ed: The Definitive Book on Value Investing Rating: 4 out of 5 stars4/5Just Listen: Discover the Secret to Getting Through to Absolutely Anyone Rating: 4 out of 5 stars4/5Your Next Five Moves: Master the Art of Business Strategy Rating: 5 out of 5 stars5/5Tools Of Titans: The Tactics, Routines, and Habits of Billionaires, Icons, and World-Class Performers Rating: 4 out of 5 stars4/5How to Get Ideas Rating: 5 out of 5 stars5/5
Reviews for Strategic Intelligence for the Future 1
0 ratings0 reviews
Book preview
Strategic Intelligence for the Future 1 - Henri Dou
Preface
Since the Public Economic Intelligence Policy (PPIE) was established in France, there have been a number of conferences, and research groups, as well as the introduction of training reference bases, including publications on the subject. However, a look at its track record shows that since the enthusiasm of its beginnings, routine has prevailed and competitive intelligence has been drawn toward concerns relating to security, leaving behind the notions of foresight, strategy, and geopolitical understanding of business, and of the institutions that they export or not.
In a world currently undergoing complete reconfiguration, where in 10 years’ time France will no longer be the sixth world power, there is a need to reconsider our vision of the reality. We need to change our way of thinking
, and to no longer analyze the information we find easy to obtain (as is the case today) with references of the past.
We need to re-discover competitive intelligence. The objective of this book is to put competitive intelligence into a modern context of information, as well as of its strategic exploitation. We can no longer afford to remain naïve and must move from the passiveness of theory to action. Acting is, of course, applying the methods and tools of intelligence and competitive intelligence to our understanding of the business environment. But it is also about using this mix to thoroughly immerse ourselves in the methods used by our competitors to better fight on the international market.
With hindsight, we might have the impression that the initial conception of competitive intelligence has been diluted. Big companies, with their financial assets, have more or less successfully developed their own activities in this field. But, at the level of national industrial research and development programmes – clusters, regions, our research institutions, and SMEs and SMIs – competitive intelligence has neither penetrated nor taken its rightful strategic place. At an international level, this discipline has gained more and more followers, especially in the US, but also in China, Germany, South-East Asia, etc.
It is time we opened our eyes, by analyzing errors, being aware both our strengths and weaknesses. If considered to be actionable, competitive intelligence is neither espionage, documentation nor futurology. It is the way to see things more clearly, to develop a constructive and shared vision and to create a real lever for economic and industrial development. Engaged in hyper competition, an evolution is necessary, but it is not a few hundred successful start-ups that will deeply transform our industry or help it quickly reach the threshold necessary to conquer the external markets and therefore reduce the deficit of our trade balance.
The world of tomorrow is uncertain. We might be faced with new challenges posed by terrorism that need to be analyzed and forecast, as well as economic, demographic, and capitalism crises. We need to explore the future to better act in the present. It is these topics that we wanted to develop in the following nine chapters, ranging from geopolitics to competitive intelligence communities of practices, influence, spheres of influence, international cooperation, innovation, territorial intelligence.
We hope that in reading this book, readers will gain new insight and be introduced to the activities of those who already practice, or those who wish to begin, methods and ways of working that break routines and lead to action. As noted by Eric Delbecque, Competitive intelligence (CI) has persisted without ever really evolving; in fact, it has reproduced over the years without significant changes. It is this cycle that we want to break to bring competitive intelligence into a new dimension.
Henri DOU
Alain JUILLET
Philippe CLERC
January 2019
Introduction
[…] Because they are open to a movement carrying continual transformations and uncertainties, the societies of modernity have only constantly changing maps, they engage in the immediate history by moving forward by dead reckoning
[BAL 88].
We find ourselves experiencing a great transformation
in capitalism. The recent unprecedented crisis, as well as continual technological transformation, climate and environment changes, and growing populations have all had significant effects on recent breakthroughs. Companies, states and organizations try to move forward, to find useful ways of avoiding hazards, the unexpected, and the uncertain
, as well as changing the ways they develop. It is a priority for them to get to know and understand the world around them. Since ancient times, people have been constantly striving to study and understand the world they were living in, even with the most limited means; to build an accurate picture of it by asking intelligent questions [BOT 96].
I.1. An unstable world in search of intelligence
The state of the contemporary world makes the need for an insightful grasp of situations, or of the situation, all the more important. Globalization means that major actors as new powers in terms of industry and services (Brazil, China, India, Russia, Indonesia) with their businesses, their influence networks, and their expertise are quickly beginning to emerge. But beyond these industrial or economic concerns, we also find new threats posed by mafia networks and terrorists, driving us to reconsider our standards of security and defense. These new participants disrupt the strategic design of our businesses, our states, our territories and their major representative institutions. They all find themselves confronted with different forms of competition and cooperation need under unprecedented terms. This has meant that the division of labor is disrupted and value chains are localized according to comparative advantages and trade opportunities.
Technical, organizational, and social innovation emerges as a new weapon of differentiation, the driving force of the first mover, the key ingredient to creative strategy. The most important factor of this dynamic seems to be linked to knowledge, intelligence, and expertise. Having a firm grasp of these skills means gaining access to economic, technological, social, and cultural advantages as a means of survival. Simply being competitive is no longer enough. More than ever, it has become important to create new keys to understanding, as well as the tools necessary to gain power
in this new century. Above all, it is important to develop the capacities of collective intelligence of new dynamics, new organizations, threats, and opportunities that will define the new century. These will be the keys to understanding, looking into the future, anticipating, deciding, and acting to avoid the risk of disappearance [TEN 09]. If the prospect of gaining this power is to be maintained, the new discipline of competitive intelligence can act as both a tool and a method for management of companies and organizations, as well as that of public policy.
The present book is devoted to the significance of competitive and strategic intelligence. They are defined as the ability of the individual or organization to effectively interpret their ecosystem to drive their strategy and, of course, to understand and anticipate that of their competitors and partners, and more broadly of all stakeholders. They are sustained by a process of collection, analysis, protection, and dissemination of information and knowledge, but also by their ability to protect their own tangible and intangible assets. This definition of business practice is of course relevant to the conduct of any organization, as well as public policies and their development. This approach consists of the combination of different action of monitoring and analysis, of economic security and influence.
It might be about anticipating evolutions of the new value chain in the automotive industry, aeronautics, logistics, food-processing, or publishing industries; anticipating or following consumer trends; comparing the best practices; hearing the warning signal about a technological breakthrough or the emergence of a standardization, technical or legal strategy, recreating the cultural profile of a particular competing organization, the territorial public policies of its partners or competitors, or analyzing value chains and global strategies of clusters.
We constantly have the need to interact with the economic, social, cultural and technical environment that surrounds us, with public and private actors, with weak signals, promising facts
, competitive behavior, etc. Competitive intelligence allows us to resolutely adopt a mode of interpretation, to use tools of collection and analysis adapted to each situation and to give meaning to this environment and its transformations. It also means paying close attention to all possible causes of error and to strive relentlessly to master the dynamics of knowledge in order to have prior knowledge
, to be at the forefront of the action, to avoid a particularly fatal strategic error, to avoid falling asleep
.
Here the tools of rationality and scientific spirit prove to be insufficient. In this way, we might even be experiencing mental lying
(self-deception [GOR 17]), committing errors of appreciation or erroneous analyses of the situation due to poor stances of observation or the thoughtless application of immutable decision-making rites which are never questioned. A good system of competitive intelligence requires being effective, the cross fertilization with another way of knowing
, a mental attitude articulating modes of knowledge close to intuition, wisdom, flair, cautious attention, or curiosity. Moreover, the invention on an everyday life basis
, as well as for the future, the invention of new ways at the heart of organizations and complex markets, cannot be considered alone. Co-production and co-management
of intelligence capabilities are needed as well.
This book answers to these unprecedented realities and to the need in all situations of innovative approaches and tools of the decision-maker confronted with their shifting and unpredictable ecosystem/surroundings.
I.2. Objectives
The objective is to provide private and public managers who are facing the implementation of an economic intelligence project, with an educational, operational and pragmatic guide. The same goes for all actors in the public and political spheres that are in their decision-making environment facing the same problems. The book includes methods, tool panels and methodologies. It provides illustrations and case studies. To the man on the ground
of the public or private sector wanting to implement a project of competitive intelligence – that is to say, the mobilization of intelligence capabilities at the service of development strategies (competitive, social, cultural, international) in the framework of adapted organizations – it provides actionable methods and the guide to identify the best tools, even to build/imagine the tools for each particular situation and thus participate in the construction of the future of the users.
It is therefore aimed at both business managers (start-ups, small businesses, SMEs, large groups, networks) and their teams, associative managers, managers of clusters and animation teams, government officials and those responsible for territorial economic intelligence strategies. It is also particularly suited to research-oriented issues, whether public or private [DOU 16]. It is therefore aimed at users
as well as competitive economy
project managers and the various managers of all these organizations.
I.3. Ambition and determination
We are driven by clear ambition and determination, which is to propose an up-to-date methodological book which responds to the challenges of its time and is able to contribute to the construction of the future through the innovative and diverse instruments and organizations it proposes. It must allow decision-makers to enter the new century with the tools to apprehend its complexity without relying on the tools and organizations of the previous century, designed for an outdated world. This ambition and this desire are all the more important as we are in a situation of transition and latency towards a new world [VEL 10] governed by disrupted economic, productive, societal, and environmental issues.
The authors of this book are determined to break with the mimicry of experts [RES 90] and to enter into a dynamic of innovation that gives all the methods and tools presented their originality.
I.4. Originality of the book and innovation
We hope to treat competitive intelligence as comprehensively as possible from the point of view of practice, without forgetting the fundamental theoretical aspects to think the future. By presenting the logic of the competitive intelligence project, we have been able to consolidate a chain of technical tools, as well as thorough approaches and organization.
The authors are at the same time innovators and reformers
[GUI 05], but also experienced practitioners. We wanted to make a contribution within the framework of bottom-up, participatory innovation
, that which proceeds from the uses and the practice. We imagine clever practitioners
who undertake to adapt the methods, and cross the tools to respond to the specificity of the need for situational awareness. The practitioner/user interprets the methods available, reinvents and participates in their design and therefore regains power over the method
. They rework tools and methods in order to adapt them. The world of applications and digital uses is in this way a fertile ground for bottom-up and contributing innovations
following on from what was free software in the 1990s, interweaving technologies, content and organizational practices.
We are convinced that competitive intelligence fits well into this approach. It sometimes requires us to use limited means
, but also sophisticated reassembled and recomposed tools, in order to respond to an urgent need to inform a decision or strategy. This is what we often call strategic mixes: from, for example, the use of the spheres of influence techniques applied by large companies created by Richard D’Aveni [DAV 01], to territorial strategies.
I.5. Structure of the book
Based on this shared ambition and this approach, the book is divided into separate chapters, each of which presents a particularly necessary aspect when considering our competitive intelligence approach. Some chapters overlap partially as it is necessary to reconsider the approaches and adapt them for today’s world. Competitive intelligence cannot be split up into silos. Therefore, we have also included a list of references at the end of each chapter so that our readers can explore these notions further, whatever prior knowledge they might have. As part of this process, we also strived to provide an international openness by not limiting our references to a single school of thought.
Finally, we must consider that the subject of competitive intelligence is so vast that we cannot, in a single work, present all of its aspects. We have focused on the essentials and those invariants which, in a modern approach to competitive intelligence, must be integrated by actors in the field.
I.6. References
[BAL 88] BALANDIER G., Le désordre : Éloge du mouvement, Fayard, Paris, 1988.
[BOT 96] BOTTÉRO J., HERRENSCHMIDT C., VERNANT J.-P., L’Orient ancien et nous, Albin Michel, Paris, 1996.
[DAV 01] D’AVENI R.A., GUNTHER R.-E., COLE J., Strategic Supremacy: How Industry Leaders Create Growth, Wealth, and Power through Spheres of Influence, Simon & Schuster, New York, 2001.
[DOU 16] DOU H., Innovation et industrialisation : Un enjeu pour la France
, Vie et sciences de l’entreprise, no. 201, pp. 168–189, 2016.
[GOR 17] GORLIN E.-I., OTTO M.-W., Truth matters: Cognitive integrity as an intervention for self-deception
, PsyArXiv, 2017, available at: https://psyarxiv.com/72h65/.
[GUI 05] GUILLAUD H., De l’innovation ascendante
, Internetactu.net, June 1, 2005, available at: http://www.internetactu.net/2005/06/01/de-linnovation-ascendante/.
[RES 90] RESTIER-MELLERAY C., Experts et expertise scientifique : Le cas de la France
, Revue française de science politique, vol. 40, no. 4, pp. 546–585, 1990.
[TEN 09] TENZER N., Quand la France disparaît du monde, Grasset, Paris, 2009.
[VEL 10] VELTZ P., La grande transition, La France dans le monde qui vient, Le Seuil, Paris, 2010.
1
For a New Strategic and Competitive Intelligence
We are not only in a changing world; we find ourselves in a world where traditional structures are evolving, in which the power of the state and the relationship with its citizens is beginning to change. Technological breakthroughs are forcing us to rethink traditional models and ways of working. The digital revolution has opened up new, unexplored fields of activity, destroying our traditional notions of discipline demarcation, creating a hybridization of fields and its actors. The loss of cyberspace borders has led to a multipolarization of cultures, meaning that we need to start taking a particular interest in them in order to make sense of our present reality. The primacy of sovereign power has been conquered by the power of some companies and the public/private relations balance due to the mutual interest of both parties. Faced with the radical transformations in which we must take part, pragmatism and realism are essential in the reconstruction of our referents.
1.1. Our assessment
For 500 years, according to the analysis of British historian Paul Kennedy [KEN 10], the most powerful state was the one with the most significant coercive force at the local, regional or international level through military capability, economic leadership or the possession of essential natural resources. Today, we are experiencing a paradigm shift. Joseph Nye [NYE 04] announced in 1990 that power would no longer be based on force, but on the ability of a state to obtain the support of other states based on shared values without the need for coercion, by relying on communication and exchange that the State controls. In response to some criticism, in his latest book, he adds to the outdated hard power, which is favored by George W. Bush, and the emerging soft power, advocated by Barack Obama, as well as an intermediate stage: smart power [NYE 09] advocated by Hillary Clinton. In these three scenarios, the overall strategy is at the heart of the approach and its practice, drawing on the deepest possible knowledge of all facets of the environment and its likely evolution.
Within states, we are witnessing the same phenomenon at the corporate level with a direct impact on the practice of capitalism or liberalism and the expectations of users. After 30 years of creating value for the shareholder, we rediscover that the company is at the heart of community life and has a societal role, as the presidents of Danone and Veolia have recently reminded us [POS 09]. In order for it to be effective, a company can no longer stay in a closed circuit where it is only interested in its own competitors and customers. Profit must benefit investments, research, employees and, of course, shareholders. It cannot rely solely on this practice, however, like some financial practices of investment funds that have largely contributed to the current difficulties of the industrial world. The behavior of GAFAM [WIK 18a] (Google, Apple, Facebook, Amazon, Microsoft) is very revealing here in terms of a new vision of the world and its environment. To emerge from or to stay in the current competition, a company must understand and integrate the geopolitical context, the evolution of ideas, the expectations of the users, the declarations of values and the changes of practices. This complementary knowledge involves in-depth studies that are constantly updated to decode the true reality hidden behind perceived reality [JUS 17] to create effective and efficient strategies.
The strategic errors of large public institutions and private groups have led to industrial and financial disasters, which are often resolved through the use of public funds, without any responsibility being seriously sought by those in power. Despite the collective refusal to study the objective reasons, giving in to the temptation of the scapegoat or fatality, Areva business, Alstom, Technip, Lafarge and how many others show a real strategic weakness. Beyond management and the market, this weakness can only be explained by the lack of information on the competitive and industrial reality of their environments. Those young elites who are straight out of school and thus protected from the harsh reality of the market, and who live in small circles, understand failure as just a sure step in the normal progression of their careers, without understanding the current evolution of the field. This denial, crossed with the mediatization of the methods and practices that led to these situations, contributes to a climate of unhealthy doubt in civil society that distances it from politics and the State [GAV 03]. Yet the analysis of reality and of what is happening in the world shows that the future passes through a very close public/private network in which everyone contributes to the common cause. The state can no longer assume all its missions alone and large and medium-sized companies cannot survive in isolation. Today, everything is connected. Similarly, at the regional level, as for SMEs, this situation becomes a necessity, as shown by the result of the referral territorial intelligence
of the CESER of the Alpes Provence Côte d’Azur region [CES 17].
Widespread political correctness, imposed by the ruling classes to circumvent the pitfall of democracy and reduce the range of thought and capacity for exchange, is eliminating this contradiction. Unlike Greek philosophical rhetoric or the disputatio of Renaissance humanists, only sophist rhetoric is validated, preventing the opponent from expressing themself outside a defined framework that becomes the limits of thought. Since this contradiction has become impossible, it leaves the field open to media, political or social pressure groups to manipulate the information in order to make it compatible with the agreed thought [MON 10]. In this context, the perceived reality is based on a virtual base built on a set of imposed values that reject or eliminate all that is wrong with the path to transformation. It is therefore very difficult for the analyst to find the elements of a true reality or at least of what is closest to it [FRI 04] to technically escape from this single line of thinking [DEM 00] and to make heard other possibilities. This involves the introduction of artificial intelligence to improve strategic foresight by facilitating the collection, processing and analysis of all data available in Big Data, including those from open, digital, electronic or social sources. We therefore enter the field of smart economy [MED 17].
In this complex environment, the individual evolves by becoming a proactive and cooperative player who benefits from a level of knowledge that is out of step with previous generations and thus benefits from an extensive social network. Immersed in cyberspace, these individuals know how to use the necessary tools and can integrate the permanent evolution into their work,