change management as thriving force in the creation of
TRANSCRIPT
Master’sDegreeinEconomiaeGestionedelleAziende
FinalThesis
ChangemanagementasthrivingforceinthecreationofSustainableValueintheItalianSMEs:thecaseofMEPS.p.A.
Supervisor Prof. Stefano Micelli
Assistant supervisor Prof. Michele Tamma Graduand Lorenzo Tam 866521 Academic Year 2018 / 2019
II
Iwishtoexpressmydeepestgratitudeto
ProfessorStefanoMicelliforacceptingtobemysupervisorandguidingthe
workfromthebeginningtotheend
Ms.MichelaDelFabroforwelcomingmeintothecompany,forheradmirable
passionandopen-mindedness
Dr.VitoRotondiforacceptingmeintothecompany,forhistrust,knowledge
andgreatmanagerialcompetence
Dr.AnnaPizzale,Mr.AndreaMarinoCerrato,Mr.ClaudioMiconifortheir
dedicationandempiricalcontribution
Myfamilyfortheconstantsupport
III
Index:
Introduction……………………………………………………………………………………………………………..V
Chapter1.TheItalianSMEs:traitsandvalue-creation……………………………………………7
1.1 Distinctivefeatures…………………………………………………………………………………7
1.2 Market,strategyandtimeofentry………………………………………………………...15
1.3 Hiddenvisibility……………………………………………………………………………….…..20
1.4 Internationalcharacter…………………………………………………………………………22
1.5 Multidimensionalvalue………………………………………………………………………...25
1.5.1Sustainability-orientedinnovation………………………………………………..28
Chapter2.Managingchange………………………………………………………………………………….35
2.1Lewin’sUnfreeze–Move–Freezemodel………………………………………………35
2.2KolbandFrohman’sconsultationmodel………………………………………………..38
2.3Senge’sLearningOrganization……………………………………………………………..40
2.4Goldratt’sTheoryofConstraints………………………………………………………...…42
2.5TheEasternway:Kaizen………………………………………………………………………45
2.5.1Leanmanagement………………………………………………………………………..48
2.5.2Deming’sPDCAmodel………………………………………………………………….48
2.6Kotter’smodel…………………………………………………………………………………….52
Chapter3.Changeandsustainability:MEP………………………………………….………………65
3.1Researchmethodology.……………………………………………………………………….65
3.2MEP–distinctivefeatures……………………………………………………………….......69
3.2.1Marketstructure……………………………..……………………………………….….72
3.2.2Internationalcharacter……….……………………………………………………….76
3.2.3Empoweringpeople:theMEPBusinessSchool……………………………..80
3.3Sustainablechange:implementationandstrategicdirection………………...84
Conclusions………………………………………………………………………………………………………….95
IV
Appendix………………………………………………………………………………………………………………97
Bibliography……………………………………………………………………………………………………….126
V
Introduction
Organizationstodayfacehighlevelsofuncertaintyandcomplexitywithinthe
environmenttheyoperatein.Notonlyhavetheoldwaysofdoingbusinessbecome
obsolete,shapedbytheincreasingcompetition,butthedeeptransformationstheworld
isundergoingdictatetheurgencyfororganizationstorespondtonewneeds.
Factorssuchasglobalization,liberalization,deregulation,marketcompetitionand
generallytheVUCA(Volatility,Uncertainty,ComplexityandAmbiguity)oftheexternal
environmenthaveimproveddrasticallyoverthepastdecades,impactingbusinesses
worldwide.TheItalianSMEs(SmallandMedium-sizedEnterprises)–especiallythe
onesdisplayingastronginternationalcharacter-havetobeartheweightofsuchglobal
transformationsaswellasthefurtherexacerbationoftheinternationalscenario
becauseoftheissuesofscarcityofresources,pollutingemissions,environmental
preservationandsocialwell-being.Thekeytonotonlysurvivebutexcelonthemarket
isrepresentedbytheabilitytoadapt,reorganizeandchangeinternally,inordertoface
thethreatsandtransformthemintoopportunities,guaranteeingfirm-level
sustainabilityovertimethroughthecreationofsustainablevalue(economic,butalso
socialandenvironmental).
BytakingtheItalianmedium-sizedcompanyintoconsideration,thisworkaimsat
investigatingwhetherthesecompanies’businessmodel,placedalongsidethe
implementationoforganizationalchangeprocessesthroughchangemanagement
modelsandtheory,candrivethemtowardssustainablesuccess.Todoso,acasestudyis
analyzed:anItalianmedium-sizedchampionoperatingintheheavyindustrial
machineryindustry.
ThefirstchapterhastheaimofdescribingthedistinctivetraitsoftheItalianmedium-
sizedcompanyanditsmanagementmodel,whereasinchaptertwoanin-depthanalysis
oftheavailablechangemanagementmodelsaimedatimplementinganinternal
transformationprocessisconducted.Chapterthreehastheobjectiveofprovidingproof
ofthefactthatorganizationalchangeunderseveralperspectivescanindeedrepresent
theengineforthecreationofsustainablevalueandfirmlongevity.Theempirical
analysiswasconductedthroughanon-siteinternship,whichallowedforthegathering
ofrelevantdataandinformationthroughavarietyofsources(documents,archival
records,directunstructuredinterviews),aswellasthedirectactiveobservationofthe
VI
internalstructure,flows,processes,activitiesandculture.
Themedium-sizedcompanytakenasreferencedisplaysavarietyofdistinctivefeatures
thathaveallowedittosurviveonthemarket,fromtheveryfirstyearofactivityinthe
latenineteen-sixties,allthewaytothefirstdecadeofthetwenty-firstcentury.This
workarguesthatthechangeintheglobaleconomicparadigmthattookplaceinrecent
yearshastobefacedthroughadaptation,vision,transformation,competenceand
ultimatelymanagement.
7
Chapter1:TheItalianSMEs:traitsandvalue-creation
1.1 DistinctivefeaturesSMEs(SmallandMedium-sizedEnterprises)representaverylargeproportionofthe
economicfabricinmanycountries.Thesefirmshavedevelopedauniquemanagement
modelovertheyears,gainingtheattentionofthemanagementliteratureinrecent
times.
HermannSimoncoinedtheexpression“HiddenChampion”todescribeGerman
medium-sizedfirms,LuigiSeriocallsItalianmedium-sizedenterprises“medie
eccellenti”.SMEsareundermanyaspectsdifferenttolargecompanies.Theydon’t
benefitfromheavyeconomiesofscale,theysufferlessefficiency,theydon’treachthose
bignumbers.However,theynotonlysurviveonthemarket,buttheystandout,showing
ahighlycompetitivecharacterbasedonknowledge,competence,responsivenessand
innovation.
Althoughtheexpression“HiddenChampions”wasfirstattributedtothecompanies
composingtheGermaneconomicfabric,ithassincebecomemoreversatile,andithas
beenadaptedandusedtoidentifyfirmscharacterizedbysomecommonqualities.Luigi
Serio(2017)referstotheItalianenterprisefabric,whoseentitiesareeasilycomparable
tohiddenchampions.Simonhimselfstatesthat“suchcompanies[are]inalmostevery
partoftheworld[…]”(Simon,1996).Managementliteraturehasfocusedonlarge
companiesandcorporationsforyears,withlittleifanyconsiderationforthesmalland
medium-sizedenterprisesoftheworld.Thereasonforthatcanbetracedbacktothe
factthattheAmericancompanywastheonetakenasreference:forreasonssuchas
marketsize,demandandtechnologicalleadershiptheAmericanfirmswerethefirst
onestoreachlargedimensionsbytheendofthe19thcentury,startingfromsectorssuch
machineryproduction,electricity,chemicals,thankstotransformationsderivingfrom
innovationssuchassteamengine,railroads,telegraphandtelephone(Amatori&Colli,
2011).
InhisbookHiddenChampions–Lessonsfrom500oftheWorld’sBestUnknown
Companies,Simonidentifiestheprerogativesofthehiddenchampions(Simon,1996):
• theyareleaders(orcloseenoughtomarketleadership)intheworldmarket;
• theirsalesrevenueislessthanonebillionUSD,whichmeansthattheyarenot
“large”;rather,theyareeithersmallor(moreoften)medium-sized.Serio(2017),
8
whileanalyzingItalianmedium-sizedenterprises,referstodifferentnumbers,
indicatingaturnoverbetween16and355million€(Mediobanca-Unioncamere);
• theyarehidden,whichreferstothefactthattheydonothaveahighprofileor
publicvisibility;thischaracteristiccanbedependentonthekindofmarketthey
operatein:smallniches.
Asfarasmarketleadershipisconcerned,itistruethatitusuallyreferstothemarket
share.However,itsmeaningoftengoesbeyondthat,includingsomeothercriteria;
leadershipcanbemeasuredthroughsalesrevenue,soldunits(productsorservices),
technology,aswellascriteriasuchasqualitylevel,servitization,presenceintheglobal
market,product/processinnovation,marketinfluenceandtrend-setting;market
leadershipbecomesamorecomplexandarticulateddefinition,exceedingthe
boundariesofthemeremarketshare.Simonidentifiesmarketleadershipasthemain
goalofahiddenchampion,andherecognizestheimportanceofalongterm-oriented
viewasopposedtoquickshort-termresults;amoredetailedanalysisonhowtoreacha
predeterminedgoalwillbedefinedinchaptertwo,throughthedescriptionofvarious
changemanagementmodelsandtheirevolutionandinfluencesovertime.
LuigiSerio(2017),inhisanalysis,identifiesseveralfactorsthatseemtobepeculiarand
commonamongmedium-sizedItalianenterprises,startingfromthegovernance
structure:theyarebylargefamily-owned.Thefoundingfamilyisstillwithinthe
organizationtoacertaindegree.Insomecasesitremainsintotalcontrolofownership
withoutplayinganactivemanagerialroleotherthanthestrategicdecision-makingat
thetoplevel;inothers,especiallyinthesmallerfirms,familymembersactuallyhavea
well-definedlower-managementpositionandtheyareinvolvedinday-to-day
operationsanddecision-making,sothattheclearboundariesbetweenfamilymembers
andprofessionals/managerstendtoblur.Inmedium-sizedenterprisesthereisastrong
managerialpresence:managingthecomplexityanduncertaintyofdoingbusinessthese
dayshasbecomesuch,thattheknowledgeandcompetencerequiredcannotderivefrom
passionnorexperiencealone.Professionalfiguresarenecessary,managerswith
acquiredknowledgewhoarebetterqualifiedtomanageacompanythatstartedsmallat
thebeginningbutgrewbiggerandmorecomplexovertheyears.However,the
peculiarityofthesecompaniesisthattheycanhardlybecomparedtothebigmanagerial
firm.Thefamilyremainscrucialtoguidetheorganizationandmaintaintheveryspecific
setofvaluesthecompanywasfoundedoninthefirstplace,ortomaintainkey
9
relationshipswithlong-standingclients,partnersorotherstakeholders.Theoverall
strategicdirectionofthefirmisledbythefamily,whosemembersareusuallythe
President,theVice-presidentoreventheCEO(ChiefExecutiveOfficer).Management,on
theotherhand,hastheautonomyandauthoritytorunthecompany,oncetheguidelines
havebeendefined.Bothfamilyandmanagementinteractprofuselyatdifferentlevels,
creatingasharedanduniquesetofprinciplesrepresentingthesubstratumonwhichto
runthecompany(Varaldo,Dalli,Resciniti,&Tunisini,2009).Fromapracticalpointof
view,thetruecommongroundisfoundinthebusinessplan,wheregeneralguidelines,
strategicgoalsandplanofactionmeet.
Anotherimportantcommonalityisrepresentedbythemanagementofhuman
resources,whichentirelydiffersfromthetypeofmanagementadoptedinbigfirms:the
typeofrelationshipestablishedbetweentoplevelsandworkers,especiallybetween
foundingfamilyandemployees,isdirectandpersonal,andtheHRmanagementattitude
isadhocforeachindividual,ratherthanuniversal(Boldizzoni&Serio,2011).Peopleare
oftenseenasthetrueandultimatedriverofvaluecreation,andtheyaretreated
accordingly.Thatiswhyanotherimportantfactoriseducation,representingavery
consistentinvestment.Manyfirmshaveanactualinternalcorporateschooloracademy,
whereagreatvarietyofcoursesareorganized,rangingfrommanagerialdisciplinesto
moretechnicalandoperationalmatters.Softskillsaredeveloped,too.Thefinalaim,
apartfromhardskillsorcompetencies-strengtheningpurposes,istobringtogetherthe
workers’interestsandthecompany’sobjectives.Furthermore,sinceemployees’
personalwell-beingisindirectproportionwiththeirmotivation,performanceand
productivityonthejob,apositiveinfluenceandanempowermentoftheindividualona
personalscalethrougheducationmightbringbigimprovementsinthework
environment,too.People–especiallylowermanagement-arethereforeoften
empowered,theyhaveagooddegreeofautonomyandasomewhatdirectrelationship
withthecompany’shigherlevels;thesecharacteristicshaveanimportantimplication:
peopleareheldaccountablefortheiractions,forbothmistakesandmerit.Itisvery
importanttonotethatallthisleadstoacriticalaspectrepresentedbythedegreeto
whichapersonisreplaceable,meaningthatthereisaveryfinelinebetweenaperson
beingvaluableandthatsamepersonbeingirreplaceable.Fromanorganizational
perspective,irreplaceableresourcesareverydifficulttomanage,forreasonssuchas
strongdependencyontheirwork,health,performance,satisfactionandtheirstrong
10
bargainingpowerwithcolleagues,superiorsandeventopmanagement.Furthermore,
irreplaceabilityisusuallycreatedovertime,meaningthattheseresources,havingbeen
inthecompanyforseveralyearsandevendecades,arecloselylinkedtoanoldviewof
work,doingbusiness,conceivingtheorganizationalculture.Whenbeinginan
organizationwheretheroleofpeopleisthekeytovalue-creation,withinan
environmentthatrequiresquickadaptationandconstantchange,thistraditional
approachrevealsitselftobeinsufficientandevenobsolete.Therisktheorganization
faceswhendealingwithaconsistentnumberofirreplaceableresources,apartfromthe
criticalissuesofagingworkforce,knowledgetransfertoyoungergenerationsand
employeeturnover,istoincurintheso-calledcompetencytrap.Oftenusedwithinthe
managementliteratureoflearningorganizations,whereorganizationsareseenas
experimentallearningsystems(Lant&Mezias,1992),theexpressioncompetencytrap
indicatesanorganization’slossofcapabilitytoeitherexploitexistingknowledgeor
explorenewknowledge,thefirstbeingthemostcommononeinincumbentsorfirms
leadingthemarket.Thecompetencytrapleadsanorganizationdeeperanddeeperinto
theinabilitytoexplorenewknowledgethatisdifferentthanthepreviousone,relyingon
pastexperienceexclusively(Liu,2006).Inthelearningorganizationframework,itisthe
capabilitytolearnandexplorenewknowledge,besidestheexploitationofconsolidated
knowledgederivedfromexperience,thatgeneratestechnical,marketing,managerial
andstrategicdynamiccapabilitiestosustainandevenincreasecompetitive
performanceovertime(March,1991).Inrelationtothehumanresources,theso-
createdcompetencytrapmakesanorganizationbestuck–ortrapped-initsoldways,
withnounderstanding,desireorwillonbehalfofmanagementtochangeandevolve.
Anotherdistinguishingfeatureisrepresentedbythestrongorientationtowards
innovation,notonlyfromatechnologicalperspective,butalsointermsofcapabilityto
offerintegratedandcomplexsolutionstorespondtothemarket.Whentalkingabout
innovation,itiscrucialtomakesomeimportantdistinctions:productvsprocess
innovation,incrementalvsradicalinnovation,competence-enhancingvscompetence-
destroyinginnovation,architecturalvscomponentinnovation(Schilling,2013).The
reasonforthatisthatthesedifferenttypesofinnovationrequiredifferenttypesof
knowledgewithinanorganization.
Productinnovationreferstothenoveltyandimprovementsembodiedinacompany’s
output,whichcanbebothtangibleorintangible.Processinnovation,ontheotherhand,
11
referstotheimprovementofaparticularsetofactionsorstages,rangingfrom
productiontobusinessandmarketing;thiskindofinnovationusuallyhasthedirector
indirectconsequenceofincreasingefficiencyoreffectiveness.Productandprocess
innovationoftengohand-in-hand,meaningthatonecancauseorbetheconsequenceof
theotherandthataparticularproductinnovationforonefirmcanrepresentaprocess
innovationforanother.ThislastscenarioisparticularlytrueinBusiness2Business
markets,anexamplebeingtheindustrialmachineryindustry:anewinnovative
machine,outputofcompanyA(productinnovation),mostcertainlyrepresentsa
potentialprocessinnovationforcompanyB,thecustomer,usingthatmachinefor
production(processinnovation).
Anincrementalinnovationisdefinedasaninnovation“thatmakesarelativelyminor
changeoradjustmenttoexistingpractices”(Schilling,2013);Itisimprovement;it
potentiallygivesgreatbenefitsandreturns;butitisnotrevolutionary.Aradical
innovation,onthecontrary,canbedefinedas“new”and“different”;themorean
innovationrepresentsavariancefromexistingproducts,practices,technologies,the
moreitisradical(Daft&Becker,1978).Takingtheindustrialmachineryindustryasa
reference,amachinewithincreasedspeedandefficiencydefinitelyrepresentsan
incrementalinnovation,whereasanewnever-seen-beforemachinehastobeconsidered
aradicalchange.Aninnovationcanbedefinedasradicalinrelationtotheriskitentails,
too(Dewar&Dutton,1986):themoreradicaltheinnovation,themoreunknownthe
responseofcustomersandusers.Moreover,radicallynewproductsoftenrequirenew
complementarygoodsorservices,oftenprovidedbythirdactorswhoseadaptationor
speedofresponseisnotacertaintybyanymeans.
Acompetence-enhancinginnovationbuildsonalreadyexistingknowledge,leveraging
currentcompetencies.Acompetence-destroyinginnovation,ontheotherhand,makes
previousknowledgeandcompetenciesobsolete.Radicalandcompetence-destroying
innovationsaswellasincrementalandcompetence-enhancinginnovationsoftenoccur
intandem,buttheyarenotnecessarilyinterchangeable;withreferencetotheindustrial
machineryindustryonceagain,aradicallygame-changingproductmayactuallybuildon
anexistingknowledgebase(i.e.patent).
Lastbutnotleast,animportantdistinctionisbetweencomponent(ormodular)
innovationandarchitecturalinnovation.Manyproductsarecomposedofavarietyof
partsorcomponentsofasamesystem,andeachofthesesystemsisinturnpartofa
12
widersystem(Fleming&Sorenson,2003).Componentinnovationreferstoachangeor
improvementofanindividualcomponentormorecomponents,withouteffectingthe
overallcompositionofthebroadersystemthosecomponentsbelongto.Architectural
innovation,bycontrast,impliesachangeinthegeneralsystemconfiguration,without
affectingthesinglecomponentsthemselves;thatmeansthatchangeoccursinthe
mannerinwhichthecomponentsinteractamongthemselves(Henderson&Clark,
1990).Thereisalinkbetweenarchitectural,radicalandcompetence-destroying
innovationsaswellasbetweenmodular,incrementalandcompetence-enhancing
innovations,buttheyallrefertodifferentunderlayingkindsofinnovationthatcanoccur
simultaneously.Forinstance,itisnotdifficulttoimagineanincrementalinnovation
builtuponarchitecturalchanges.Thiscategorizationofdifferenttypesofinnovationis
veryflexible,sinceacertainchangehardlyeverfitsperfectlyonecategoryonly.
ThesourceofinnovationcanbefoundinResearchandDevelopment,whichisthemain
reasonSMEsusuallyinvestaconsistentshareoftheirrevenuesinit.Afterall,innovation
isgloballyoneofthemaindriversforcompaniestoobtainsustainableandprofitable
growthovertime(Fredberg,Elmquist,&Ollila,2008).
However,the“traditional”modelforinnovationisbeingaccompaniedmoreandmore
byamoreopenmodel,inwhichinnovationbecomesaninteractiveprocessinvolving
differentactorsbothinternalandexternal,inacontinuousexchangeofknowledgeand
flowofinformation(Quarantino,2011).Accordingtothisdefinition,innovationisnot
thefinaloutputoftheinternalR&Ddepartmentalone.Thereasonforthatcanbefound
intheimpactglobalizationhadandhasoneconomicprocessesworldwide.New
knowledgefromwhichinnovationarisesisseldomcreatedanddevelopedwithinthe
company’sboundariesalone.Rather,itisgeneratedbythevaluechaininitsentirety,
Product/Process Incremental/Radical
Competence enhancing/destroying Component/Architectural
Innovation
13
bothupstreamanddownstream,therebyincreasingthepoolfromwhichitderivesand
itsgrowthpotential,allowingittocirculatethroughcollaborations,partnershipsand
alliancesbetweenentitiessuchascustomers/users,suppliers,universities,research
institutes,partnersandevencompetitors.Theshifttoamoreopeninnovationmodel
requiresachangeinmentality,too.Thisisfarfromeasy,sincetheculturalprincipleof
self-reliance,accordingtowhichcontrolisthekeytoasuccessfulinnovation
(Chesbrough,2003),hastobeabandonedafterdecadesofapplication.Companies
shouldthereforeimplementaflexiblecorporateculture,opentoexternalcontamination
andinclinedtobothinter-functionalandinter-organizationalcooperation,adoptingan
organizationalmodelallowingthegovernanceoftherelationshipwithotheractorsand
institutions(Chiaromonte,2006).Valuecreationpassesthroughthedemocratizationof
theinnovationprocess,whichisextendedtoalltheaforementionedactors,employees
included.Thedifferenttypesofinnovationmanagementareshowninthematrixbelow:
BasedonFigure2A:“Amodelofopeninnovationalternatives”,ManagingOpenInnovation–Present
FindingsandFutureDirections
14
Themoretheinnovationprocessshiftstowardsamoreexternalsettingandthemore
thenumberofactorsshiftsfrom2(firm+internalR&D)toN,themorethecomplexity
increases,makingitessentialtoinvestincoordinationinordertogovernthenewly-
creatednetworkofrelationships.Inparticular,masscollaborationrepresentsthemost
complexscenario,inwhichamoreprofoundchangeoftheorganizationalmodelis
required:thequantityandvarietyoftheactorsinvolvedintheinnovationprocessand
theknowledgetransferimpliesachangeintheorganizationalstructure,culture,and
humancapital.Anewformamentisisnecessary(Fredberg,Elmquist,&Ollila,2008),of
bothmanagementandemployees.Thebiggestissuetoovercometosuccessfully
implementthegradualshifttowardsanopenbusinessmodelisthegovernanceofthe
differentlinksinthevaluechainandthenetworkofrelationships;othercriticalitiesare
representedbytheneedforamulticulturalcorporateandbusinessenvironment,
markettransactioncosts,corecompetenciesprotectionandrelationshipformalization
strategies,keepinginmindthatnewactorsmayhaveverydistantanddifferentbusiness
interestsandsystemsofvalues(Quarantino,2011).
Openinnovationmodelshavegrownrapidlyinthepastdecades,especiallyin
technology-basedsectors(Vanhanverbeke,Duysters,&Noorderhaven,2002).
Underthisperspective,firmandR&Dsizedoesnotmatteranymore;thetruekeyto
innovateistobebrainintensive,valuingthecapabilitytoconnecttoothersystemsand
tobeaplayerwithinanextendednetworkofactors,maintainingthemediumsizeand
itsflexibilityatthesametime(Uzzi&Spiro,2005).
Thisnewmodelmakesthecreationofnewvaluepossible.Throughthenewsocial
relationships,thefirmisabletogeneratereturnsaswellasaccessandexploitexternal
resources.Thenetworkitselfthereforebecomesagreatpoolofinformationon
availability,reputation,competenciesandreliabilityofthepotentialpartners(Gilsing&
Lemmens,2005).
15
1.2Market,strategyandtimeofentry
Itisimportanttodefinethemarket.Probablytheeasiestandmostusedwaytodescribe
acertainmarketisthetypeofproduct.Acompanyproducingheavyindustrial
machineryisintheindustrialmachinerymarket,thereisnodoubtaboutthat;however,
theproduct-baseddefinitionisnottheonlyonethereis.Thedefinitioncanbebasedon
competencesandtechnologyaswell.Anotherinterestingmarketdescriptionisgivenby
thefocusoncustomers’needs.Ifacompanyproducesrebar(reinforcingbar)bending
machines,itoperatesinthemarketofprovidingsolutionstobendrebars.Whichever
definitionischosen,onethingisclear:hiddenchampionsoperateinsmall,niche
markets,withaveryhighlevelofspecializationandarelativelysmallnumberof
competitors.Whenusingthedefinitionthatconsiderstheproduct,widevariationscan
derivefromthelevelsofbreadthanddepthoftheproductionrange.Thebreadthofthe
productlinereferstothevariationofoutput,whichmeansitreferstothenumberof
differentproductsproducedbythecompany;awiderangeofproductsrepresentsa
brightproductionline(ahighlevelofbreadth).Depth,ontheotherhand,signifiesthe
numberofvariantsofthesameproduct,orthedegreetowhichthecompanyisableto
meetthemarket’sneedsinitsentirety.Abroadfirmcanbeverysimilartoadeepfirm,
sincetheycanbothhaveanumberofverysimilarproducts;however,theproductline’s
structuredifferscompletely.Goingdeepermeansaddingcomplementaryproductsor
featurestothemainoutput,whereasgoingbroadermeansincreasingthelevelof
diversification:
16
BasedonFigure3.4:““Broad”versus“Deep”ApproachtoStrategy”,HiddenChampions-Lessonsfrom500
oftheWorld’sBestUnknownCompanies
Thehiddenchampionsseemtopreferthefocusedstrategy:thenarrownessofthe
markettheyoperatein(andlead)causesfirmstofocusondepth.Ononehand,this
allowsforaveryhighdegreeofspecializationanddeeplyrootedcompetences;onthe
other,thesecompaniesincurtheriskofoverspecialization,whichcanderivefromthe
completedependenceononemarket,thelossofleadershippositionduetostandard-
product-producersenteringthemarket,oracostincreaseduetothedifficultytoexploit
economiesofscale.Itbecomesclearthatthereisnoonebestway,andthechoice
betweenbreadthanddepthisfarfromeasy:
17
Figure:“Marketriskvscompetitiverisk”,HiddenChampions–Lessonsfrom500ofthetheworld’sbest
unknowncompanies
Asshowninthefigureabove,companiesadoptinganunfocusedstrategyfaceahigh
competitiverisk,whereascompaniesoptingforafocusedstrategyfaceahighmarket
risk.
Asmentionedbefore,HiddenChampionsarehidden,indeed,inthattheyusuallydon’t
boastgreatvisibility.Thereasonforthatcanbefoundinthefactthattheywereableto
buildastrongbrandovertheyears,wellknownonlytoactorsoperatinginthesameor
closeindustries,thereforenotneedingthatmarketingpush;orthankstofactorssuchas
firstmoveradvantagesorclose-to-monopolyenvironments.Althoughbeingthefirst
moverinthemarketoftenimpliescompetitiveadvantageoverotherfirms,management
researchyieldsconclusionsthatarequiteconflicting(Schilling,2013).Inordertogaina
deeperunderstandingofthecompetitivepositionandbrandplacementofagiven
company,itisveryusefultoanalyzeadvantagesanddisadvantagesofbeingafirst
moverornot.Itmayseemobviousthatacompanyintroducinganewproducttothe
worldmarketcanbenefitfromquitealong-lastingreputationinthatgivendomain;this
isespeciallytruewhentakingtechnology-basedortechnology-orientedproductsinto
consideration.Astrongreputationequalsastrongcompanyimageandaquickly-built
brandloyalty.Afirstmover’spositioncertainlycomparestoa–althoughtemporary–
18
monopoly,sincecustomers’expectationsabouttheproduct’sfeaturesandpricecanbe
shaped,notonlymonitored.Thefirstmoverbenefitsfromtechnologicalleadership,not
onlyforthefactthatthereisnoearlycompetition,butalsobecausewhenlateentrants
finallystarttoslowlysaturatethemarket,theabovetechnologywillbeprotectedby
patent,copyrightanddifficult-to-obtaincapabilities,makingimitationverydifficultto
attempt.
Assaidbefore,thetimeadvantageiskey,andmakesitpossibletobenefitfrom
monopolyrents,bothintheformofhigherreturnsandlowercosts.However,
technologicalleadershipcanhardlybeconsideredtheonlyadvantageafirstmovercan
enjoy.Asafirmadoptsamorefocusedstrategy,theproductionprocessbecomesmore
complex;apointwillbereachedeventuallyafterwhichoutsourcingpartoftheprocess
toexternalactors,asforinstancetheproductionofsemi-finishedgoods,isavery
rationalchoice.Clearly,therelationshipbetweenclientandsuppliertransforms,quickly
developingintoakeypartnership,wherethelevelofmutualdependenceincreases
proportionally.Thisscenariodescribingtherelationshipwithsuppliersperfectlyfits
intoanotherclassoffirstmoveradvantages:thepreemptionofscarceassets(Schilling,
2013).Othersimilarmonopoly-rent-creatingfactorsmayincludemakingsuretobethe
firstonetoobtainresourcesthatarenon-abundant,askeydistributionchannels,
locationsorspecificgovernmentpermits.Moreover,acrucialadvantageisrepresented
bytheexploitationofbuyerswitchingcosts(Boulding&Christen,2001).Thisadvantage
referstothecostthatariseswheneverabuyerchosestoswitchtoanothergood(or
anotherproducer);thiscostcanconsistofthecomplementsneededorofthetime
neededtogetacquaintedwiththenewproduct.Thisisespeciallytrueintechnology-
basedindustries,whereittakesalotoftimeandefforttogettoknowasimilaryet
differentproduct.Theexistenceofswitchingcostsevendiscouragestheadoptionof
products/technologiesthatarebetterthantheonethatisbeingused.Inotherwords,
thesumofthevalueofthecurrenttechnologyandtheswitchingcostmustbeinferiorto
thevalueofthenewtechnology,inorderfortheusertoactuallyswitch.Itistherefore
clearthatforanewproducttobepreferredtoanexistingone,itcannotsimplybe
better;ithastobemuchbetter.Fromhereitisnotdifficulttoderivethestrategic
picture:competitiveadvantageismaintainedwheneverafirmisabletokeepthe
switchingcostshighenoughtomakeusers/customerspreferthecurrentproduct
insteadofthenewone.
19
Lastbutnotleast,thefirstmovercanexploitincreasingreturnstoadoption.Themorea
technologyoritsphysicalapplicationisadopted,themoreinformationanduser
feedbackcanbegatheredtoimprovetheproductitself;furthermore,beingthefirstto
enterthemarketoftenguaranteeshighinitialrevenues,whichcanthenbeinvestedin
furtherimprovementoftheproduct.Themoreatechnologicalproductisadopted,the
moreitscreatedvaluefortheproducerincreases,alsothankstothebeneficialeffectsof
apositivelearningcurveandexperiencecurve(Boulding&Christen,2001),whichcan
derivefromanincreasedefficiencyoftheproductionprocess,forinstance.The
increasedknowledgeresultingfromthelearningprocessgeneratesinturnavery
dynamiccapability:theabsorptivecapacity.Afirm’spreviousexperienceallowsfora
capacitytorecognizeandvaluenewlyacquiredknowledgeanduseittooptimizethe
developmentofcurrentproducts,differentproductsandcomplementarygoods.
Theadoptionofaparticularproductmeansthegrowthoftheinstalledbase,whichisthe
numberofconsumersusingit.Thankstotheaforementionedincreasingreturnsto
adoption,theR&Dactivityfinancedbysalesrevenuesisabletoproducecomplementary
goods,causingtheshifttowardsadeeper,focusedstrategy.Obviously,alargeinstalled
baseattractsnewactorsproducingcomplementarygoods,too,stimulatingmarket
competition;asmuchasnewcompetitionmeansthelossofmonopolyrentsanda
decreaseinthecomplementarygoodsmarketshare,italsofurtherstimulatesthe
growthoftheinstalledbase,inaself-reinforcingcycledepictedbelow:
BasedonFigure4.2:“TheSelf-ReinforcingCycleofInstalledBaseandAvailabilityofComplementary
Goods”,StrategicManagementofTechnologicalInnovation
20
Thereare,ofcourse,disadvantagesofbeingfirstmovers.Thefirstdisadvantagethat
comestomindisthefactthatpioneershavetofacehighResearch&Developmentcosts,
notonlyforthedevelopmentofthenewproduct,butalsoforthedevelopmentof
technologicalalternativesthatultimatelydidnotleadtosuccessandcommercial
employment.Thistypeofburdenalsoincludesinitialinvestmentsinproductionaswell
asincomplementarygoods.Inmanycasesthesetypesofexpensesdonothavetobe
shoulderedbylaterentrants,whocanthereforechanneltheireffortandresources
withouthavingtobeartheriskofthetrialanderrorprocess(Boulding&Christen,
2001).
Anotherdisadvantageisrepresentedbythepossiblelackofenablingtechnologies;those
technologiesarecrucialfortherealizationofthefinalproduct,andyettheproducer
doesnothavetheknowledgeandcompetenciestodevelopsuchenablersinternally.
Anotherburdentocarryisrepresentedbytheimmaturityofcomplementarygoods:
electriccarsneedcharging-stationnetworks,industrialautomaticheavymachinery
needssoftwareandanadequateelectricityconsumptioncapacity.
Lastbutnotleast,afirstmovermayfaceaveryhighlevelofuncertaintyaboutconsumer
preferencesandrequirements;thisinformationalgapusuallyleadstoaninvestmentof
timeandresourceslaterentrantsmaynothavetobear.
1.3Hiddenvisibility
ItistruethattheseB2BSMEsarepredominantlyhidden.However,asmentionedbefore,
theyrelyonastrongbrandnevertheless,asoneofthemainadvantagesofbeingthefirst
companyonthemarket.However,thisprivilegedpositioncanbecomeonerous,even
unsustainableoverthelongrun.Competitiveadvantageneedstobemaintainedeven
againstthenewactors’lowerprices,andeffectivecommunicationoftheproduct
superiorityliketechnology,quality,serviceorexperiencebecomesamusthave.
Infact,onecouldevenarguethatcommunicationishelpfulonlywhenitentailstheright
message,whichcannotbebasedontheproduct’sfeaturesexclusively.Especiallyinthe
BusinesstoBusinessindustry,themistakemanyfirmsmakeisthefactthatthe
communicatedmessagefailstogobeyondmatterslikequality,price,efficiencyofafter-
salesservices(DiMase&Agostini,2019).Itissometimesusefultofocusonother
importantmattersaswell,notnecessarilystrictlyrelatedtothemainusethefinal
consumermakes;forinstance,mattersofsecurityandworksafety.Thisisespeciallythe
21
casewhencustomersarestructuredandcomplexbusinesses,inwhichthepurchasing
processissubjectedtotheapprovalofmorethanonedecisionmaker,notonlythe
purchasingmanager.Onthatnote,theprofessionalfigureoftheHSE(Health,Safetyand
Environment)managerisbecomingmoreandmoreimportantwithinbothB2CandB2B
companies;whatthatmeansisthatononehandcompanies’andfinalconsumers’
awarenessandsensitivitytosocialaswellasenvironmentalsustainabilitymattershave
drasticallyincreased,andontheotherthatsustainabilitylawsandregulationshave
becomestricterinthevastmajorityofcountries;notsurprisingly,newexigencies
derivedfromchangesintheregulatoryframeworkcausebusinessestoshifttoother
productsandpossiblyothersuppliersabletomeettheirneeds(Kotler&Pfoertsch,
2008).Attentiontotheenvironment,safetyofworkersandhealthofconsumersand
societyatlargethereforerepresentapowerfulandeffectivemessagetobesenttothe
openworld.However,theriskofengaginginemptyandmeaninglesscommunicationis
thereiffirms’activitiesdonotactuallyreflectwhattheystatetheydoorbelievein.
Fromtheoppositeperspective,averysimilarmistakewouldbetoengageinvirtuous
behaviorandactivitieswithoutshowingit,thereforenotbenefittingfromthepotential
returns.
Thedigitalrevolutionwasdefinitelyaturningpointincompanies’value-creating
activitiesalongPorter’sprimaryandsupportingvaluechainactivities(PorterM.E.,
1985),Marketingsurelybeingoneofthem(DiMase&Agostini,2019).Apartfromthe
directconsequenceofbeingabletoaccessanduseeffectiveandquickdigitalmarketing
instrumentsonaverylargescale-evenforthosewhodidnothaveawell-defined
marketingstrategy(DiMase&Agostini,2019)-therevolutionmeantthatthequantity
ofinformationavailabletobothconsumerandbusinesseshasincreasedexponentially,
toanumbersohighthattheaverageattentionleveltosingleinformationhasinevitably
dropped.Insuchascenario,companiesfailingtorecognizethedangersofbeingleftout
orgettingmixedupwithalltheotheractorsaregoingtobeinvisibletoconsumers,have
littlebrandawarenessandaclose-to-zerobrandequity(DiMase&Agostini,2019);from
here,isitfarfromdifficulttoimaginehoweasyitisnotonlytolosegroundto
competition,butalsocompletelydisappearfromthemarket.
Implementingamarketingstrategyallowscompaniestosurviveinthemarket;ifitis
welldefined,triedoutandputintopracticesuccessfully,itcanmakethemmarket
leaders.EvenintheBusinesstoBusinessrealm,incompaniesthathistoricallyarenot
22
marketing-driven,externalcommunicationhasbecomeoneofthemaindriversto
attractnewcustomers,keepexistingcustomers(brandloyalty),maintainthebrand
identityandultimatelygeneratereturnsoninvestment.
1.4Internationalcharacter
BoththehiddenchampionsidentifiedbyHermannSimonandtheSMEsdescribedby
LuigiSerioshareanimportantcommonality.Thesecompanies’presenceon
internationalmarketsisquiterelevant:morethan70%oftheirrevenuesderivesfrom
salesinforeigncountries(Serio,LaNuovaBorghesiaProduttiva.UnModelloperil
CapitalismoItaliano,2015);thepercentageeasilyreaches90%ormoreinmanycases.
Theadoptedstrategyisusuallydirectexport,identifyingthemaintendencytodirectly
controlthedistributionchannels.Thismeansthatallthemainactivitiesofthevalue
chainareconductedinItaly,wheretheheadquartersislocated,whereastheperipheral
entitiessupplyproductsandservices(Serio,MedieEccellenti,2017).Althoughthisisthe
mainapproachSMEsadoptinforeignmarkets,itneedstobesaidthatitisnottheonly
possibleone,especiallywhentakingintoconsiderationbigcompanies,too.Different
strategicapproachesderivefromdifferentstrategicrequirements,whichinturnare
determinedbythetypeofindustrytakenasareference.
Intheso-calledglobalindustries(Bartlett&Ghoshal,1987),theexternalenvironmentis
characterizedbyproductsortechnologieschanginginanincrementalmanner,rather
thanradically;nationalmarketsarequitehomogeneous,protectionistbarriersand
transportationcostsarelow,thereisaglobalandsomewhathomogeneousdemandfor
acertaintypeofproduct.Undertheseconditionshighlevelsofefficiencyarepossible,
allowingtheexploitationoflargeeconomiesofscale.
Inmultinationalindustries,ontheotherhand,worldwidemarketsarecharacterizedby
lowerlevelsofhomogeneityindemandandconsumerpreferences;thisinevitably
requiresalocaldifferentiationapproachtostrategy,enablingbusinessestomeetlocal
needsandadopttolocalcultures,habits,traditions,and–wheretheselastfactorsdo
nothaveabigimpact–nationalorinternationalregulationsandrestrictions.Inthis
scenario,alsoreferredtoasmultidomesticindustryrequiringacountry-by-country
approach(Pontiggia,2016),foreignsubsidiariesareboundtohavemoreautonomyand
lessdependencyfromthedecision-makinganddirectionsofthehomecountry
23
headquarters.Businessesareonlysuccessfulwhenguidedbystrongresponsivenessand
adaptationcapabilities.
BartlettandGhoshalalsoidentifytheso-calledinternationalstrategy,wherethekeyto
successliesinthecapabilitytotransferknowledgetooverseasandforeignsubsidiaries
orpartners;thiscanberepresentedbytheabilitytospreadaparticularinnovation,
know-howortechnologydevelopedinthehomecountryacrossnationalborders;this
way,productandprocessqualitycanbemaintainedandreplicatedworldwide;efficient
andeffectiveknowledgeandkeycompetenciestransferspavethewayforthe
exploitationoflearningeconomies(Barlett&Ghoshal,1987).Needlesstosay,this
approachisdesirableinknowledge-basedindustries,werethefinalproductionof
outputentailstacitknowledgetoahighdegreeaswellastechnicalandtechnological
complexity.SuchindustriesareusuallyguidedbybigR&Dinvestments;sincethe
ResearchandDevelopmentdivisionisquiteoftenlocatedclosetothehomecountry
facilitiesmakingitnoteasilyaccessibleoutsidethecompanybarriers,theabilityto
transferkeyR&Dknowledgetothedesiredactorsworldwidemayrepresentan
importantsourceoflong-lastingcompetitiveadvantage.
Inreality,itneedstobesaid,itisquitedifficulttoimposeastrictcategorizationtofirms
andthemarketstheyoperatein.Thetruthisthatwhilesuchcategoriesmaydepict
approachesandexternalenvironmentfittingthelastdecadesofthe20thcentury,they
arejusttoosimplistictoday.Complexityanduncertaintyhaveincreasedoverthelast
decades,butsohavemarketsizeandopportunity.Manyfirmshaveprogressively
movedtothetransnationalstrategy,developinganewsetofcapabilities,constantly
tryingtoovercomethemodelofthepuretextbookglobal,multinationalorinternational
company,aimingforefficiency,responsivenessandlearningcapabilitiessimultaneously.
Basically,acompanytodaycanpresenteconomiesofscaleandstandardizedproducts,
responsivenesstothenewrequirementsofforeignmarketsaswellasknowledge
transfersandlearningeconomiesallatonce,followingtheprinciple:standardize
wheneverpossible,adaptwhennecessary.Whileononehandthismakesitaverydifficult
jobtomanagesuchcorporatecomplexity,ontheotheritpavesthewayforgrowthona
globalscale.
SMEstoohaveadaptedtothechangesrequiredfromaglobaleconomy,becomingde
facto“pocketmultinationals”.Foreignsubsidiariesorpartnersquiterigorouslyfollow
theheadquarters’guidelines,specializinginsalesandservices;someofthemcanbe
24
definedtransnationalsatellites,sincetheydoadapttothecharacteristicsoflocal
marketsintermsofcustomerrelationshipandmarketrequirements(Ghoshal,2009).
Foreignentitiesareoftenrepresentedbyagentsordistributors;insomecasestheyare
partners,inotherstheyareactualdelocalizedwholly-ownedsubsidiaries(Serio,Medie
Eccellenti,2017);theorganizationalstructureofthesechampionsisthereforequite
simple:thecentralroleisplayedbythe“mothercompany”controllingitssubsidiaries
(Colli,2010).
Presenceinforeignmarkets,continuousinnovation,qualityofproductsandservicesare
themainvalue-creatingfactorsforsuchfirms;otherprerogativesincludethedirect
presenceoftheentrepreneurandotherfamilymembersinsidetheorganization,a
highlyspecializedworkforcerepresentingtheprimarysourceofinnovationthanksto
thecontinuousinteractionwithcustomersandsuppliers,andhighlevelsof
specializationofproductionassociatedtoastrongbusinessstrategy,whichguarantees
dominanceofnichemarkets(Serio,MedieEccellenti,2017).Theyareoftenthemain
actorsinthesupplychain,beingthebiggestplayerswithinthenetworkofrelationships
theyoperatein.Suppliersareoftensmallerfirms,chosenbythe“leadingfirm”because
ofreasonslinkedtocompetence,knowledgeofthecounterparty’sneeds,trust
developedoveryearsofrelationship,geographicalproximity,qualityofthefinishedor
semi-finishedproductsupplied.Itistruethatsuchinternationalplayerswouldbe
expectedtosourcefrominternationalfirmsbelongingtoglobalvaluechains;however,
relationshipswithnationalandevenlocalsuppliersandpartnersoverthelongrun
broughttoaprogressiveandconsistentreductionoftheinformationalasymmetry
betweensupplierandcustomer,whichmeansthatthesimplesupplier-customer
relationshiphasbecomesomethingdifferent,closertoapartnership,wherethedegree
ofcoordination,interdependencyandtrustbetweenthepartiesissubstantial(Mancini,
1999).
25
1.5Multidimensionalvalue
Thecharacteristicsdescribedabovedepictaclearpictureofthesmallandmedium-
sizedenterprisesintheItalianeconomicfabric,withoutfailingtorecognizetheneedto
continuouslyengageinfindingsolutionstomeettheever-changingmarket
requirements.However,thisneedforchangemustbereadnotonlyfromapurely
economicperspective,andthecomplexityandturbulenceoftheexternalenvironment
causingthatchangedoesnotonlyregardfactorsaffectingeconomicsustainability,but
environmentalandsocialsustainabilityaswell.Factorssuchasclimatechange,scarcity
ofnaturalresources,increaseoftheglobalpopulationandpollutionaredeeplyaffecting
theglobeanditsfuturesurvivalperspectives,becomingtoallintentsandpurposesakey
orientationforthewayofconductingbusinessinorganizationsworldwide(Boons,
Montalvo,Quist,&Wagner,2013).Giventhatsmallandmedium-sizedenterprises
representmorethan80%ofallorganizationsglobally(Smallandmediumenterprise
outlook,2002),thattheyaccountformorethan70%oftheglobalproduction(O'Laoire
&Welford,1996)andthattheycausemorethanonethirdofglobalpollution(Weisner,
Chadee,&Best,2018),engagingintheimplementationoftheso-calledtriplebottomline
(Elkington,1997)–economic,environmentalandsocialsustainability–isarational
choicetomake,especiallywiththeexistenceofalinkbetweentheimplementationof
sociallyandenvironmentallysustainablepracticesandincreaseofeconomicand
financialperformance.Eventhoughthereisnowell-establishedconsensusonthewin-
winrelationshipbetweenthetwo(Albertini,2013),thereisevidenceofthefactthatthe
stimulustofacethesenewglobalchallengesimpliesaseriesofinternalorganizational
transformationsthathaveasaconsequencethedevelopmentofnewcapabilities,with
theeffectofefficiencyalongwithperformanceimprovements.Furthermore,byactively
engaginginenvironmentalsustainability,smallandmedium-sizedenterprisesintroduce
moreefficientwaysofconductingtheiractivities,reducecostsandempowerthehuman
capital,too(Weisner,Chadee,&Best,2018).Sustainabilityisdefinedasaneconomic
modelofdevelopmentabletomeettheneedsofthepresentgenerationandmaintain
theabilityforfuturegenerationstomeettheirownneeds(Development,1987).Itrefers
totheabilitytomaintaintheabilitytosatisfytheneedsofhumanityovertime,inthe
longrun.Sustainabilityisacomplexconcept,thatcanbereferredtomorethanone
domainonly;ithasamulti-dimensionalmeaning,incoherencewiththetriplebottom
26
line:
BasedonFigure1:“Sustainablevalue”,BusinessModelInnovationforSustainability:TowardsaUnified
PerspectiveforCreationofSustainableBusinessModels
Actually,itistheverymeaningoftheexistenceoffirmsandentrepreneurship.Firmsare
entitiescreatingaholisticandsharedvalue:forshareholders,stakeholders,employees,
societyatlarge(Porter&Kramer,2011),andshouldthereforeintegrateenvironmental
andsocialobjectivesintotheirmission(Schaltegger&Wagner,2011)andstrategy,
therebyinnovatingtheirbusinessmodelsaccordingly(Evans,etal.,2017).
Forreasonssuchasinnovationcapability,flexibilityandresponsiveness,smalland
medium-sizedenterprisesarewell-suitedtoengageinasustainabletransformation.The
relationshipbetweeninnovationandsustainability,aswellaswithlearningisstrong,
indeed;byintegratingsocialandenvironmentalinitiativesintotheirstrategySMEsare
goingtoincreasetheirlearningprocessandthereforetheopportunityforinnovation
(Moore&Manring,2009).
Therearedifferentattitudesoffirmsadoptingasustainablebehavior(Noci&Verganti,
1999):
Economic ValueProfit, Business stability,
Financial resilience, Long-term viability, return on investment
Environmental ValueRenewable resource, low
emissions, low waste, biodiversity, pollution
prevention
Social ValueEquity and diversity, well-
being, Community, Development, Labor standard, health and
safety
Sustainable Value
27
• aresistantapproachisadoptedbythoseSMEswhichdon’tpayanyattentionto
environmentalandsocialstimuliorpressures.
• areactiveapproachtosustainabilityimpliesareactiontoexternalfactorssuchas
environmentalregulationsorlocalpressures;however,thosereactionsdonnot
gobeyondcompliance,sincetherequiredadaptationsandchangesareseenas
additionalcosts.
• afirmadoptingananticipatorystrategy,instead,isabletoforeseeopportunities
derivingfromsocialandenvironmentalissuesandacttograspthemforfuture
competitiveadvantage.Theadoptionofsuchanapproachislargelydependenton
factorssuchastypeofmarket,product,sizeoftheSMEandwhetherthefirmis
anincumbentoranearlyfollowerinthemarket;thereasonforthatcanbefound
intheevidencethatincumbentfirms,whicharebydefinitionfirmswell-
establishedwithinthemarkettheycompetein,havetoovercomeagreater
resistanceininnovatingradically(e.g.completelynewproducts),andtheyare
therebymoreinclinedtoinnovateincrementally(Min,Kalwani,&Robinson,
2006).
• aproactivestrategywithregardstosustainability-orientedinnovationimplies
theacknowledgementonbehalfofthefirmthattheidentificationof
sustainabilityissuesrepresentsanopportunitytocreatecompetitiveadvantage;
theproactiveapproachinmanycasesderivesfromthedesireandbehaviorofthe
family,ownerortopmanagement,relyingonthefirm’sdynamiccapabilitiessuch
asflexibility(Aragon-Correa,Hurtado-Torres,Sharma,&Garcia-Morales,2008),
andcanbringthebenefitsofbeingfirstmoverswithinthemarket.
• Lastbutnotleast,asustainability-orientedinnovationisbasedontheexistence
ofabusinessmodeldeeplyrootedinsustainability,aswellasaveryopen
innovationstrategy,wheretheinteractionwithexternalinstitutionsandactorsis
strong.Innovationandsustainabilityarecombinedintoone,asdescribedbelow.
28
1.5.1Sustainability-orientedinnovation
Thereismorethanonetypeofsustainability-orientedinnovation(Klewitz&Hansen,
2014):process,organizationalandproductinnovation.
Process-levelinnovationreferstoalltheactivitieswithinthevaluechain,redesignedto
produceproductsorservicesreducingtheuseofresourcesandmanageside-outputs
likewasteorhazardousmaterialsinanefficientmanner,atthesametime.Thiskindof
innovationoftenreferstoproductionpractices;twomainconceptsareidentifiable:
cleanerproductionreferstotheapplicationofanintegratedandpreventive
environmentalstrategytoprocesses(andproductsandservices,too),inorderto
improvetheirgeneralefficiency,reducingtherisktohumansandenvironment
(ChangingProductionPatterns:LearningfromtheExperienceofNationalCleaner
ProductionCentres,2002).Cleanerproductionhastheobjectiveofachievingand
environmentally-orientedmindsettomanagementwithintheorganization,thereby
reducingresourceuse.Inorganizationswhereacontinuousimprovementapproachis
alreadyinplace,continuousenvironmentalimprovementiseasiertoimplement,since
therightmindsetandtherightresourceconsiderationsmighthavealreadybeen
achieved(Berkel,2007).Thetermeco-efficiencypartiallyoverlapswithcleaner
production,butitentailsaslightlydifferentmeaning:itputsmoreemphasisonthe
economicbenefitsderivingfromamoreenvironmentallysustainableapproach(Cote,
Booth,&Louis,2006),stressingthefactthatenvironmentalperformanceandeconomic
performancecanbecombinedinordertoreducingnegativeenvironmentalimpactsand
createeconomicvalue,simultaneously.Eco-efficiencyincludesmeasuressuchasa
reductionintheuseofmaterials,changesintheorganizationalprocedures,disposalof
inefficientresources,eliminationofinefficientpracticesorprojectsdevelopedinsidethe
firmwiththespecificaimofenergy-saving,forinstance.Apartfromtheproduction
process,alsologisticsentailssustainableinnovationpotential:thetransportation
networkefficiencycanbeimproved;achangeinthetransportationmodalitiesandthe
distributionchannelscanoccur,aswellasaredesignofthepackagingsystem
(Kirkwood&Walton,2010).Sustainableprocessinnovationincreasesfirms’chancesof
gaininganewcompetitivepositionagainstnon-innovatingcompetition,anditallowsto
spreadsustainablepracticesalongthewholevaluechain.
Organizationalinnovationreferstoabroadertypeofapproachtowardssustainability,
oftenidentifiedbyenvironmentalmanagementsystems(EMS),themostusedofwhich
29
istheISO14001standard(Bos-Brouwers,2010).However,thebetterperformingSMEs
areusuallytheonesengaginginenvironmentalmanagementsystems(Hitchens,
Clausen,Trainor,Keil,&Thankappan,2003);moreover,anotherreasonforthefailureto
implementanEMSislinkedtotheclearcontrastbetweenthemainlyinformal
managementsystemofsmallandmedium-sizedfirmsandtheformalnatureofEMS
processes.Thismeansthattheintegrationofenvironmentalpracticeswithinafirm’s
managementsystemhasalotofimplementationpotentialinmanyfirms,still.
Withinorganizationalinnovation,animportanttopicisrepresentedbysupplychain
management(SCM),whichcanconsistofusingEMSliketheISO14001certificationto
gainacompetitiveadvantageagainstcompetitionandrespondtothepressurescoming
fromdownstreamentitieswithinthechain,oractivelyintegratingsocialand
environmentalissueswithintraditionalSCMpractices,therebyinfluencingexternal
actors,makingenvironmentalism“cascadethroughtheindustrialecosystem”(Holt,
2004).Afirststepisrepresentedbylocalsourcing(Klewitz&Hansen,2014)orlocal
production:sourcingmaterials,semi-finishedgoodsorcomponentsfromasmall
selectionofsuppliersor,betteryet,producingsuchgoodsinternally(vertical
integration),candrasticallydecreasetransportationemissions(andcosts)andvalue
socialsustainabilitythroughoutthevaluechainbydecreasinglaborandsocialissuesin
developingcountries,forinstance.Inspiteofthedropoftransportationemissions
reachableinthemerelogisticmanagementfunction,SCMinnovationrequiresawell-
definedstrategicdecisionbytopmanagement,whohastheresponsibilitytotakethe
environmentalandsocialcostsofsourcingintoaccount,withoutlosingcontrolofthe
economiccostofprocurement.Thisapproachonbehalfofmanagementcanbedefined
ascorporateenvironmentalproactivity(Bowen,Cousins,R.C.,&Faruk,2001),where
managementgoesbeyondmerecompliance,givinghighprioritytoenvironmental
issuesandmanagingenvironmentalriskactively.ASCMsustainability-oriented
approachalsoincludes:
• strategicpurchasingandsupply,wherethevarioustypesofpurchasedmaterials
andservicesalongwiththetypesofrelationshipsestablishedwiththesuppliers
areformalizedandwrittendown,includingtheminalong-termpurchasing
functionplan;
• supplymanagementcapabilities,characterizedbyastrongcoordinationamong
alltheorganizationalfunctionsinvolved,especiallythepurchasingfunction.
30
Purchasingpoliciesandproceduresneedtobeformalizedandwrittendown,
andtheknowledgeandtechnicalcompetenciesandskillsofthepurchasing
professionalsneedtobeenhanced.Furthermore,workersneedtogainan
advancedunderstandingofenvironmentalpracticesandhowtheyaffectthe
wholesupply;
• product-basedgreensupply,whichislargelybasedupontheclosenessandlevel
ofcooperationwiththesuppliers,inthecontinuousefforttoeliminatethe
packagingofsuppliedgoodsandreducewastetominimumlevels;
• greeningthesupplyprocess,whichimpliesastructuredsystemallowingsupplier
categorizationandtracking.Thegreeningprocessconsistsofaredesignofthe
strategicsupplierselectionprocessthroughanintegrationofenvironmental
criteriaintothevendorassessmentsystem.Thiswillallowtoconductan
analysisofthesupplierswithanenvironmentalmanagementsysteminplace
andrankthemaccordingtotheirenvironmentalperformancethroughascoring
system.Potentially,thescoringsystemcanbebaseduponasupplier
questionnaire(Gold,Seuring,&Beske,2010).
BaseonFigure1:“Modeloftheroleofsupplymanagementcapabilitiesingreensupply”,Sustainable
SupplyChainManagementandInter-OrganizationalResources:ALiteratureReview
31
Underthisperspective,withinorganizationalinnovationefforts,afundamentalissueis
representedbythecapabilitytospreadasustainabilityvisiontoalltheactorsactively
involvedinthechangeprocess.Thiscallsforthefundamentalcontributionofaninternal
academyorbusinessschool,embodyingtheprimarymeansabletoinfusetheopen-
mindednesstoacceptanewvisionandanewparadigmtoguidepeople’sdaily
operations.Inordertodoso,employeedevelopment,trainingandengagementcanbe
reachedthroughavarietyofactivities,rangingfromclasslecturesallthewayto
interactiveCSRactivitiesandsimulationsbaseduponwhat-ifscenariosandactual
organizationalinstances.
Additionally,sustainability-orientedorganizationalinnovationishighlydependenton
theinnovationprocessitself(Klewitz&Hansen,2014);newprinciplescanthereforebe
integratedinthetraditionalapproachtoinnovation,suchasbiomimicryorbiomimetics,
inwhichthenaturalenvironmentitselfisseenasa“basisforcreatingavisionary,
commercialopportunity,whichsoughttotranscendandtransformcurrentindustry
practice”(Kearins,Collins,&Tregidga,2010),inavisionthatreliesonadeepinsight
intotheknowledgeflowthatcanderivefromthestudyofnature.Thisconceptgoes
evenbeyondcorporateenvironmentalmanagement,deeplyconsideringabusiness-
naturerelationship.Asmuchasthisvisionmayseemextreme,itoffersaclear
perspectiveonhowtoembraceanewvisioninlinewiththeecologicalparadigmof
recenttimes.However,biomimeticsisnottheonlywaytochangetheinnovation
processitself:followingtheprinciplesofopeninnovationdescribedearlierinthis
chapter,inwhichthewholevaluechainconstitutesanetworkfromwhichthefirmis
abletosourceinnovativeideas,knowledgeandcompetencies.Evenentitiessuchas
governments,authorities,universitiesandresearchcenterscanbecomerolemodels,
regulators,knowledgedisseminators,financialsupportersandcapability-buildersin
mattersconcerningsocialandenvironmentalchallenges(Hansen&Klewitz,2012).
Untilnow,processandorganizationalinnovationhavebeendescribed,andonlyproduct
innovationhasbeenleftout.Productinnovationisoftenreferredtoaseco-design
(Lefebvre,Lefebvre,&Talbot,2001).Eco-designcomprehendstheactivitiesranging
frompre-manufacturingallthewaytotheendoftheproduct’slife-cycle,thereby
coveringitsideation,engineering,prototyping,productionandlogistics(Noci&
Verganti,1999).Itencompassesconceptssuchasenergy-savingfeatures,greenoreco-
32
friendlymaterials,productrecyclabilityandbothdurability,whichistheabilityofa
givenproducttoperformundernormaluseconditions(Cooper,BeyondRecycling-The
longerlifeoption,1994),andlongevity,whichisdependentonconsumerbehavior,too,
suchasthediscardingoffunctionalproductsbyconsumers(Cooper,Thesignificanceof
productlongevity,2010).Asforthesustainabilityvision,inorderforeco-design
principlestobeintegratedintothefirm’sstrategy,newcompetencieshavetobebuilt,
thankstotheeffortoftheinternalacademy.Oneofthepillarsofeco-designisthe
improvementoftheproduct’sentirelifecycle,whichstartsfromtheselectionofthe
materialstoemploy,reuseorreplace,andfinisheswithdecision-makingaboutreduced,
reusableorbiodegradablepackaging(Kearins,Collins,&Tregidga,2010).
Itisclearthattheabove-mentionedinnovationtypes(process,organizationaland
product)overlaptosomedegree,astheyallbelongtothesameprocessof
organizationalchange.Forinstance,effortsaimedatachievingcleanerproductionmight
becomeproductinnovations,lateron.Processandproductinnovationsarelinked,in
thatchangesinmanufacturingimplementedinitially,leadingtoanincreaseineco-
efficiency,maybringinreturnanewperspectiveontheproductlifecycleinitsentirety.
Processinnovationandorganizationalinnovationinteract,too,astheymaybe
complementary,andcanthereforeimprovetheoverallcompanyperformance
(Michelsen&Fet,2010).Forinstance,organizationalinnovationssuchasthe
developmentofmanagementsystemscanleadtoprocessinnovation(cleaner
production),thankstothemeasurementofmaterialconsumption,emissionsandwaste.
33
BasedonFigure4:“Anintegratedframeworkforsustainability-orientedinnovationofSMEs”,
Sustainability-orientedinnovationofSMEs:asystematicreview
Sustainability-oriented practices in SMEs
Incr
emen
tal
Radi
cal
Resistant Ignorance of environmental
and social issues beyond compliance
Reactive Reaction to external stimuli;
focus on efficiency
Anticipatory Time strategy to gain
competitive advantage
Proactive Active solutions to
social/environmental issues; First mover advantages
Sustainability-oriented New innovation principles; interaction with external
actors; sustainability-rooted business
model
Strategic sustainability behaviour
Process Innovation • Cleaner production • Eco-efficiency • Logistics
Organizational Innovation
• EMS • Supply chain
management
Product Innovation • Eco-design • Life cycle analysis
Types of innovation
Values of owner/manager
and staff
Environmental regulation
Pressure groups
Reputation Talent
attraction New customer
needs Other external drivers Drivers & barriers
34
Thepossibilityofalinkbetweensustainabilityandcorporatestrategywithinfirmsis
clear.However,thecommitmenttothecreationofamultidimensionalkindofvalue
(economic,environmentalandsocial)mustbebackedbyastrongvisionandinclination
tochange.Especiallyinthecaseofincumbentfirms,whichhavebeenonthemarketfor
manyyearsandsometimesdecades,transitioningtoanewwayofconductingdaily
activitiesonthebasisofanewforward-lookingperspectiveisfarfromgranted,andcan
requireorganizationaltransformationsdifficulttoimplementoreventoapproach.
Forthesereasons,delvingintothechangemanagementliteraturecandefinitelyprovide
moreclarityonthematter.
35
Chapter2:Managingchange
2.1Lewin’sUnfreeze–Move–Freezemodel
Changemanagementrepresentsthekeytosuccessfullyimplementanykindofstrategy
orvisionthatrequiresanorganizationaltransformation;asustainability-oriented
changemakesnoexception.Thischapteranalysesthechangemanagementmodelsand
toolsstudiedandputintopracticebyrenownedprofessors,researchers,managersand
evensociologists.
Probablythefirstchangemanagementtheorytracesitsoriginsbackto1947,whenKurt
Lewinformulatedthe“Unfreeze–Move–Freeze”or“Unfreeze–Change–Freeze”
theory(Grant,2016).
BasedonFigure1:Changeasthreesteps,“Unfreezingchangeasthreesteps:RethinkingKurtLewin’s
legacyforchangemanagement”
Thissimpleandlinearthree-stepmodelrepresentsthefoundationofmostofthelater
changemanagementtheories,someofwhichstillpermeatetoday’srelevant
managementliterature.
Theveryfirststepofthechangeprocessistounfreezethecurrentsituation.The
organizationneedstoprepareforchange,acknowledgingthefactthatitmightcomein
variousforms:gradualandincrementalordisruptiveandrevolutionary.Unfreezingis
crucialinthatitpavesthewayforthesecondstep:themovephase,whichistheactual
efforttoinnovate,abandoningtheoldschemas.Sincedecisionmakersareatthetop
leveloftheorganization,thespreadofthechangemessageusuallyoccursthroughatop-
downapproach,bymeansofformalandinformalcommunication.However,thetop-
downapproachisnotenough.Activerecognition,participationandadoptionofchange
atallorganizationallevelsiswhatmakesiteffective(Levasseur,2001).Thethirdand
laststepisFreezeorRefreeze,wheretheimplementedchangeiscrystallized,becoming
theneworganizationalstandard.Lewin(1947)describeschangeas“thedifference
betweenaprecedingsituationandafollowingsituationwhichhasemergedoutofthe
Unfreeze Move Freeze
36
firstasaresultofsomeinnerorouterinfluences”;healsogivesamathematical
representation:
Ch=Safter–Sbefore
WhereCh=change,Safter=following(new)situation,Sbefore=precedingsituation.
Wheneverchangecanbeconnectedtoafunctionofspecificfactorsaandbresponsible
forthatchange,alawisfound.
Lewin’sapparentlysimplethree-stepmodelisderivedfromhisapproachto
experimentalanalysisandprocedures.Bothfieldandlaboratoryexperimentshavethe
aimtogainanin-depthunderstandingofthenatureoftheinitialsituation(Sbefore),the
circumstancesandeventsthatcausechange(Ch)andthefinalscenario(Safter).
EventhoughLewin’smodelisreferredtoinmodernmanagementliteratureasthe
milestoneandturningpointofchangemanagement,itneedstobesaidthatasmuchasit
maybetrueinthathepavedthewayforlaterthoughts,theactualUnfreeze–Move–
(Re)freezeschemawasdevelopedafterLewin’sdeath,whichoccurredthesameyearhe
wrotehismostrelevantworkonthematter.
AsCummingsetal.(2016)pointout,whatisknownofthethree-stepchangemodel
todayismainlyapost-Lewinreconstruction.Lewinhimselfconductedhisanalysisfrom
asociologicalperspective,investigatinggroupbehaviour,ratherthanexplicitlyreferring
toorganizations.Nevertheless,thepost-Lewinshiftofthemodeltofirmlogiccannotbe
understoodasincoherent,sincefrombothasociologicalandeconomicperspective
organizationsarecomposedofgroupsofindividualsworkingandinteractingwitheach
otherwiththepurposeofreachingacertainpreestablishedobjective.Indeed,Lewin
introducestheconceptof“socialfield”,as“atotalityofcoexistingsocialentities,suchas
groups,subgroups,members,barriers,channelsofcommunication,etc.”(Lewin,1947),
allofwhichcanrelatetoorganizationalentities:nowonderlaterauthorsadopted
Lewin’sstudiesasanactionmodelformanagerialpractices.
AccordingtoLewin,groupsconstantlyshiftfromastateofconstancytoastateof
change,thatinturnbringsnewconstancy;thestateofconstancyitselfholdsthe
potentialforchange.Agroupisseenasadynamicentity,withseveralunderlaying
forcesLewincalls“socialforces”:restrainingforcespointtoadirectionopposedtothe
37
oneofdrivingforces.Thisassumptionrepresentsthebasisforthecoreconceptof
“quasi-stationaryequilibrium”.
AsLewin(1947)explains,thereareinstancesinwhichthedynamicforcesareboth
“oppositeindirection”and“equalinstrength”:
F(A)+F(B)=0
whereF(A)=drivingforces,F(B)=restrainingforcesandF(A)=-F(B)
Thereareinstances,ontheotherhand,inwhichthedrivingforcesprevailonthe
restrainingforces,orviceversatherestrainingforcesprevailonthedrivingforces,
causingashifttowardsonedirectionortheother.That’swhentheso-calledquasi-
stationaryequilibriumorquasi-stationarysocialstateislost,andchangeoccurs(Lewin,
1947).
Unfortunately,whatismissinginLewin’sworkisacoherentconnectiontoempirical
evidence.Ashewritesinoneofhislateworks:“Thefollowingexperimentsongroup
decisionhavebeenconductedduringthelastfouryears.Theyarenotinastatethat
permitsdefiniteconclusions”(Lewin,1947c),meaningthatdespitehisapproachand
desiretogiveempiricalgroundtohistheoreticalanalysis,histhoughtsremain
somewhatdisconnectedfromdirectfieldobservation.
Thethree-stepUnfreeze–Move–Freezemodelhasinlateryearsbeencriticizedfor
beingexcessivelysimplistic,withnoaccountforthecomplexityoftheexternal
environmentinwhichactorsoperate(Cleggetal.,2005;Child,2005).Othershavenoted
thatthemodelhasovertimebecomeobsolete,sinceitwasdevelopedinaworld
dominatedbypredictabilityandcertainty,whereasmoderntimesaredrivenby
uncertaintyandchaos(RobbinsandJudge,2009).However,asCummingsatal.point
out,Lewin’sthoughtsmustn’tbejudgedtobeover-simplistic,naïve,orevenobsolete.
Thewholefoundationofhisworkisbasedontheassumptionthatgroupsaredynamic
entities,inconstantmotionandchange,withbriefandlimitedtimespansof(unstable)
equilibria:howcanthisnotrelatetomoderntimes?Furthermore,Lewindidnotcoin
theFreezeorRefreezeterminologyhimself,sincehisbeliefwasthat“groupsareina
continualprocessofadaptation,ratherthanasteadyorfrozenstate”(Cummingsatal.,
2016);theoriginoftheterminologydescribingthemodel’sthirdstepcanbetraced
38
back,withsomedegreeofdoubtandinaccuracy,toLeonFestinger,Lewin’sformer
student,whouseditinaconferencepaperin1950(Cummingsetal.,2016).Forthesake
ofsimplicity,theterm(re)freezewillbeassociatedtoLewin’smodel’sthirdstep.
EventhoughLewin’smodelwasintendedtobeunderstoodastheframeworkfora
sociologicalanalysis,itsoonbecamethereferencemodeltoinvestigatechangewithin
thegrowingfieldofmanagementstudies.
2.2KolbandFrohman’sconsultationmodel
KolbandFrohman(1970)proposeamodelofconsultation,inwhichthegoalistofocus
onsomerelevantissuesthathavebeenignoredornotanalysedinpreviouschange
managementstudies,aswellasconstructingamodeloftheirown.Indoingso,they
mentionauthorsthathavecreatedchangemodelsbasedonLewin’sthree-step
landmarkintheyearsfollowinghisdeath.
Lippitt,WatsonandWestley(1958)in“TheDynamicsofPlannedChange”definefive
phasesofchange,inwhichtheimplementerofchangeisdefinedas“changeagent”,and
servesitsclient:
1.Discoveryofaneedforchange;2.Analysisoftherelationshipbetweenchangeagent
andclient;3.Examinationofalternativesandestablishmentoffinalobjective,leadingto
actiontowardschange;4.Generalizationandstabilizationoftheachievedchange;5.
Terminationoftherelationshipbetweenchangeagentandclient(Brotman,1958).
Beckhard(1969)inhisbook“OrganizationDevelopment:StrategiesandModels”defines
fivephases,aswell:1.Diagnosis;2.Strategyplanning;3.Education;4.Consultingand
training;5.Evaluation(Kolb,Frohman,1970).
LawrenceandLorsch(1969)intheirbook“DevelopingOrganizations:Diagnosisand
Action”identifyfourstagesinstead:1.Diagnosis;2.PlanningAction;3.Implementing
Action;4.Evaluation.
Schein(1969)wastheonewhoreplacedLewin’ssecondstep“Move”with“Change”.He
identifiessevensteps:1.Contactwiththeclient;2.Definitionoftherelationship;3.
Definitionofworkmethodologyandsetting;4.Datagatheringanddiagnosis;5.
Intervention;6.Involvementreduction;7.Termination(Kolb,Frohman,1970).
Theaforementionedmodelsarebasedontheassumptionthatthepresenceofan
externalactorisneeded,responsiblefortheco-implementationofchangewithinthe
organization.Theexternalactorisrepresentedbytheconsultant.KolbandFrohman’s
39
seven-stageprocessofplannedchange(1970)servesasaguidelineforconsultants
duringtheirpractice,andrepresentsanincorporationofthepreviousmodels’most
relevantpoints:
The“Scouting”phasereferstothesituationinwhichtheclientandtheconsultantsuffer
fromgreatinformationasymmetry:theyhaven’tcommittedtoworkingwithone
another,yet.Itistheclient’sresponsibilitytoidentifythenecessityandtohirethe
consultant,ifhiscontributionisperceivedaspotentiallybeneficial.
The“Entry”phaserepresentstheactualcontractbetweenthetwoparties,definingthe
termsoftherelationshipandthewaysinwhichtheactivitiesofthechangeprocesswill
becarriedout.Therearetenareasofagreementbetweenclientandconsultantthatare
fundamental:1.Definingthegoalofthecollaboration;2.Initialandgeneral
identificationoftheproblem;3.Impactoftheproblemonthesystem(organization);4.
Theclient’savailableresourcesandcapabilitiestofacetheproblem;5.Theconsultant’s
availableresourcesandcapabilitiestofacetheproblem;6.Modusoperanditotacklethe
problem;7.Natureofthecooperation;8.Benefitscreatedfortheclient;9.Benefits
createdfortheconsultant;10.Levelofinfluenceofonepartyontheother.
The“Diagnosis”phaseinvolvesanin-depthunderstandingonbehalfoftheconsultantof
theclient’ssystem,culture,perspectiveonthefeltissue,toensureabetterserviceanda
deeperinvolvementoftheclientinthediagnosticprocedure.
The“Planning”phaseinvolvesthedefinitionoftheinterventionprogram(planof
action);thedefinitionoftheobjectivesiscrucialinthisphase:themorepreciselyand
accuratelytheyaredefined,theeasieritistothinkofthebeststrategytoreachthem.
The“Action”phaseisabouttheimplementationoftheaforementionedstrategy.This
stepshouldbesmoothandstraightforward:itsdifficultyorfailureusuallyliesin
previoussteps’inaccuracies.
The“Evaluation”phaseconsistsofthecomparisonbetweenpredefinedgoalsand
reachedgoals.Thesizeofthegapbetweenthetwodetermineswhetheritisnecessary
togobacktothepreviousstages,ortomoveontothelaststep.
Scouting Entry Diagnosis Planning Action Evaluation Termination
40
The“Termination”phaseformallyendstherelationshipbetweentheclientandthe
consultant.However,thereisatrade-offthatneedstobetakenintoconsideration:the
relationship,asdefinedinthecontract,istemporary;butthenewly-createdchangeis
meanttobepermanent,oratleastlong-lasting.Toreachpredefinedshortormedium-
termgoalsisonething;toimprovetheclient’sproblem-solvingskillsandhis/her
judgementonthenatureoftheproblemsandtheirsolutionstrategyinthelongrunis
another.Therelationshipshouldthereforenotceaseassoonasthefirstresultsare
reached;ontheotherhand,iftheconsultantworksalongsidetheclientfortoolong,an
unhealthyco-dependencyisfostered,hinderingtheclient’sfuturecapacitytotake
autonomousaction.
Whilethesephasesseemlinearandsequentialintime,inpracticeonemaycomeafter
itsactualsuccessor,ortwophasesmayoccuratthesametime:overlapsandloopsare
quitecommon(Kolb,Frohman,1970).
2.3Senge’sLearningOrganization
Yearslater,PeterSenge(1990)developedtheconceptof(innovative)learning
organization,inhisbookTheFifthDiscipline,andoneofthemostconvincingtheoriesof
changealongwithit.Inhisperspective,organizationsareseenasteamswiththeability
toconstantlylearnandreinventthemselves(SyedaAsiyaZenabKazmiandMarja
Naarananoja,2014).Senge’smodelinbasedonfivesteps:
BasedonFigIV.PeterSenge’sFiveStepModeloflearningOrganizations,“CollectionofChangeManagementModels–AnOpportunitytoMaketheBestChoicefromtheVariousOrganizational
TransformationalTechniques”
“Systemsthinking”isacalltoseeandevaluatethepictureasawhole,ratherthanto
focusonsmallpiecesofthepuzzle.AsPeterSenge(1990)in“TheFifthDiscipline”
41
explains,“itisaframeworkforseeinginterrelationshipsratherthanthings,forseeing
patternsofchangeratherthanstatic“snapshots””.Sengeclaimsinhisbookthatthe
overwhelmingcomplexityoftheworldmadeitcrucialtoadoptsystemsthinking;itis
thereforenosurprisethatitactuallyembodiesthe“fifthdiscipline”inSenge’sbook’s
title.Well,almostthirtyyearsfromwhen“TheFifthDiscipline”waswritten,manyofthe
conceptsandconcernsSengementionedarestillverymuchaliveandpartiallyor
entirelyunsolved;indeed,insomecasesthescenariohasworsened.Sengerefersto
“problemssuchasglobalwarming,ozonedepletion[…]”as“systemicbreakdowns”.
Needlesstosay,theseissuesremaintodayprobablythebiggestchallengemodern
organizationsworldwidehavetodealwith,underextremepressures.
“Personalmastery”isreferredtoas“thelearningorganization’sspiritualfoundation”
(Senge,1990).Itisthecontinuousimprovementofpeople’sownvision,objectivity
towardstheenvironment,patienceandfocusofenergies.Theorganization’scapability
tolearnisdirectlyproportionateto–andindeedgivenby-thesumoftheindividual
members’capabilities.
“Mentalmodels”arefixedschemas,deeplyrootedinpeople’sminds,stronglyaffecting
thewaytheyseeandthinkaboutthesurroundingreality;theycanconfigureas
generalizationsdeterminedbyanover-simplisticjudgementorlackofextensive
analysisofacurrentinstance.Mentalmodelscanbesharedbyagroupofindividuals,
andthereforepermeateentireteams,aswellasorganizationsasawhole.Thesameway
thatmembersoftheorganizationconstitutethemainengineforchange,their
limitationsrepresenttheprimaryobstacletowhatSenge(1990)calls“institutional
learning”:thecapabilitytorecognizeandabandontheoldmentalmodelstoseethings
moreclearly,togetherwiththeplanningactivitythatfollowsit.Openconversationand
exposureamongindividualswithinagroupisthebestwaytoadoptthe“learningful”
(Senge,1990)behaviourallowingtoovercomethementalmodel.
“Buildingsharedvision”meanscreatingasharedperspectiveaboutthecompany’s
direction,andaboutthewaystoreachfuturegoals.Iftheindividualsunderstandand
adopttheculture,valuesandsenseofidentityofanorganization,theyalsounderstand
theactionsthatneedtobetaken.Moreover,thedeeperinvolvementhasbig
motivationalimpacts:workingaspartofadynamicentitysharingaclearvisionisvery
differenttoworkingforaleaderwhoseprinciplesandworkethicareoutofreach.
“Teamlearning”isthelaststep.Firm-levellearningistheultimateprerogativeof
42
learningorganizations;itdoesn’trepresentthefinalobjective,butthemaintooltonot
onlysurvivebutthriveintheincreasinglycompetitiveandcomplexenvironment,
instead.Asmentionedbefore,anorganizationisadynamicentitycomposedofgroupsof
individualsworkingandcooperatingamongstoneanother.Thisleadstotheconclusion
thatfirm-levellearningonlyhappensifindividualteamshavetheabilitytolearn.Group
learningisnotstraightforward,byanystretchoftheimagination.Whenateamis
learning,itproducesgoodresults.Thegroup’sabilitytoperformisdirectlyproportional
tothesocalled“collectiveintelligence”(Woolley,Chabris,Pentland,Hashmi,Malone,
2010).Senge’sstatement(1990)thattheeffectivenessofgrouplearningislinkedtothe
individuals’abilitytocommunicateandengageinproductivedialoguewithoneanother
issupportedbythelaterfindingsofWoolley,Chabris,Pentland,Hashmi,Malone(2010),
whodiscoveredthroughempiricalstudiesthat,eventhoughitmayseem
counterintuitive,thereisverylittlecorrelationbetweenagroup’scollectiveintelligence
(theauthorscall“c”)andtheaverageindividualintelligence,aswellasbetweencand
themaximumindividualintelligence;ontheotherhand,thereisstrongcorrelation
betweencandaveragesocialsensitivity,aswellasbetweencandthepercentageof
groupmembersactivelycommunicating:themoreequaltheturn-takingofmembers
withinthedialogue,thebetterthecollectiveperformance.
Senge’sfive-stepmodelrepresentsanimportantleapforward,sincepeoplewithinthe
organizationplayanactiverole.Insteadofbeingmerereactorstochange,theyengage
infullandconsciousparticipation,contributingtomodelreality(Senge,1990).
2.4Goldratt’sTheoryofConstraints
NotallchangemodelsderivefromLewin’sfirstconceptualization.The“TOC”(Theoryof
Constraints)changemodelderivesfromamanagement-orientednovelbyGoldratt
(1984),“TheGoal”,whichnarratesAlexRogo’spathtorescuingtheproductionplanthe
isresponsiblefor.Inordertosolvetheproblemoflowefficiencyandthereforelow
profitabilityofthedivision’sproductionplant,Alexcomestorealizethatthefirststepto
cometoasolutionistobreakdowntheproblemintothreemainanalyticcomponents:
“throughput”,whichistheflowofmoneyintotheplant;“inventory”,whichisthemoney
insidetheplant;“operatingexpanse”,whichistheflowofmoneyoutoftheplant
(Goldratt,1984).Thesethreevariablesareinterdependent:changingonevariable
inevitablymeanschangingtheothertwo;inparticular,increasinginventoryor
43
increasingoperatingexpensewilldecreasethroughput(Nao,Bernardes,Coman,2011).
TheTOC’sfinalobjectiveistoincreasecashflow,ROI(ReturnOnInvestment)andprofit.
Inotherwords,thegoalistomaximizethroughput,minimizinginventoryandoperating
expense(Rattner,2006).
TheTOCisbasedontheassumptionthateachprocessorprojecthasatleastone
constraint,anissuethatneedstobeovercome.Byeliminatingoneconstraint,another
willappear(Nao,Bernardes,Coman,2011),buttheprocesswillproceedforward,
eventuallyreachingtheend.
Goldratt’sTOCcanbesummarizedwithinageneralframework,basedonthecyclic
natureoftheprocessofdealingwiththeconstraints.Fivestepsareidentified(Rattner,
2006):
TheabovestepsareexaminedbyGoldratt(1990)inhisbook“What is this thing called
Theory of Constraints and how should it be implemented?”. A system constraint is “anything
that limits a system from achieving higher performance versus its goal” (Goldratt, 1990).
Given this definition, the first step becomes clear. Identifying the constraint within a given
situation leads to the second step: exploiting the constraint means finding a way to manage
the available resources in an efficient manner, allocating them where they are most needed.
Subordinating any other aspect to the previous action involves focusing on how to limit the
constraint itself. Constraints therefore can be gradually reduced (or “elevated”) through a
well-thought out plan and an efficient resource allocation, until a point will be reached at
which the constraints will be entirely overcome. Then of course, another constraint will
emerge, following the first one; and this is when the process has to go back to step one,
identifying the newborn constraint. There is, however, an important aspect to consider: going
back to step one can be somewhat disruptive, and a new scenario with a new constraint often
requires a new policy framework. Ignoring the need to adapt to change by reshaping the
internal production policies can be fatal, and it is what Goldratt (1990) calls “inertia”.
44
WhiletheTOCinTheGoalhasastrongoperationalnature,focusedonproductionand
processmanagement,inGoldratt’s1990booktheTOCbecameatoolwithawiderreach.
Afterdepictingthefivesteps,itbecomesclearthattheauthor’sintentionistocreatea
broaderframework,bydelvingintotheprocessofchangethroughthreemainquestions:
“Whattochange?”,“Towhattochangeto?”,“Howtocausethechange?”.Goldratt
recognizesthepsychologicalnatureofthesequestions:changerepresentsathreatto
security,whichinturnprovokesastateof“emotionalresistance”;emotionalresistance
canbeovercomebyagreateremotion,only(Goldratt,1990).Theauthortherefore
recognizesthecrucialroleofpeople,thecoreofanorganization.However,theroleof
theleader–seenastheinnovatorandfinderofthesolutiontoimplementchange–is
emphasizedaswell.Thekeytosuccessfullyimplementingchangeistofightthe
widespreademotionalresistancewiththegreaterandmorepowerfulemotionofthe
innovator;inordertodoso,peoplemustinsomewayfeelresponsibleforchangeand
shareownershipoftheidea.Whilecommunicatingchangeandmakingotherpeople
ownersofthechangeideaatthesametimemayseemparadoxical,Goldratt(1990)
explainsthatthereisawaytodosoafterall.Theinnovatormustguidetheprocessby
raisingquestions,inordertounderlinethecriticalitiesandflawsofthecurrent
situation;peoplemustbemadeawareofthefactthatchangeisindeedneeded.Goldratt
himselfadoptsthesameschemainTheGoal:becauseofthecontinuousquestioningby
theauthor,thereadermightevengetannoyedatfirst;it’smucheasiertoreadanswers,
ratherthanquestions.However,bydoingsothereaderisoutinasituationwherehe
himselfmustbetheonecreatingtheanswers.Bythesametoken,agoodquestioning
linecanguidepeople,makingthemcometotherightsolutionbythemselvesevenina
realorganizationalsetting:“Everybodyhastheabilitytoinvent,ifskilfullyinduced”
(Goldratt,1990).Inhischangemodel,therefore,Goldrattrecognizestheessentialroleof
boththeleader(theinnovator)andtheotherworkers;heunderstandsthatthemere
top-downapproachisn’tenoughtocreatepervasiveandeffectivechange,unlessall
peoplesharetheurgeandtheinnovation-orientedmindsetthemselves.Thereseemsto
benodownside,otherthanthefactthattheprocesstakestime:mindscannotbe
changedovernight,andneithercanculture,habits,routinesandsystematicaction.But
theresultisinformedanddrivenpeople,actingpositively,intherightdirectionand
quiteautonomously,makingthe“carrotandstick”methodnotonlyunnecessarybut
evenobsolete.
45
BasedonFig.VFrankPatricksTOCChangeManagementModel,“CollectionofChangeManagementModels–AnOpportunitytoMaketheBestChoicefromtheVariousOrganizationalTransformationalTechniques”
AsinthepreviousTOCmodel,theaboverepresentationofthethoughtprocessleading
tochangeiscyclical.Theconstantelevationofacurrentconstraintpavedthewayforthe
nextconstrainttoemerge,andtheprocessstartedagain.Analogously,thechange
processdoesnotjustendafterthefirstimplementation;anewchangewillberequired
eventually,andtheprocesswillstartagain.
WhileGoldratt’sTOCmodelmayatfirstglanceseemaninstrumenttoincreaseprofit
only,bybringinginnovativesolutionstoproductionprocesses,itsapplicationseemsto
bebroader,applicabletomanyotherorganizationalinstances.Asthecyclicalnatureof
thetheoryshows,theconstraintsdon’teverend,andneitherdoeschange:effective
changetakestime.Ontopofthat,asexplainedbefore,thebottomlineofany
organizationalactivityisrepresentedbythehumanfactor.Toimplementtruesystemic
change,peoplemustbethemaincarriersandtheultimaterecipients.
2.5TheEasternway:Kaizen
Allthepreviousreasoningbringstotheconclusionthatchangedoesnotnecessarily
havetobeaboutone-shotsolutions,biginvestmentsanddisruption.Rather,itcantake
theformofanincrementalandnever-endingimprovement.Disruptiveeventsdooccur,
ofcourse,anddisruptivemeasureshavetobetakeninresponse;butthatalonedoesnot
predictlong-termsuccess.ThisisthekindofreasoningonwhichtheOrientalschoolof
thoughtisbased.Inparticular,theJapanesewordKaizenbestfitsthedescriptionabove:
“Kai”means“change”,whereas“Zen”standsfor“good”(Besta,Lenort,2009);“Good
change”isthecontinuousandsmall-stepimprovement,valuingthelong-term
perspective,ratherthantheshorter-termandsomewhatprofit-orientedview.
What to change?
How to cause change?What to
change to?
46
Thefollowinggraphrepresentsthetheoreticalcourseofinnovationovertime,as
perceivedinthe“western”approach.
BasedonFig.1:Theoreticalcourseofinnovation,“Kaizen-Rightmanagement”
Thechangeprocessisrepresentedasaseriesofseparatesteps,alloccurringindistinct
momentsoftime.Aftereachchangeorstep(verticalsegments)thereisaflathorizontal
spanoftimeindicatingorganizationalinertia,untilthenextchangehastooccur.The
graphonlyrepresentsthetheoreticalevolution,inthatitdoesnottakeintoaccountthe
steadydecreaseofeffectivenessofagivenchangeorinnovationovertime:eachtime
spanisthereforenotflatatall;rather,theydiminish:
Change/In
novatio
n
Time
Theoretical evolution
47
BasedonFig.2:Realcourseofinnovation,“Kaizen-Rightmanagement”
Incontrast,theKaizencourseofimprovementmovesaheadslowerbutsteadier.
Improvementdoesnotmeanbiginvestmentanddisruption,norfragmentedsporadic
change;improvementisawayofdoingbusinessandawayofconductingoperations.
BasedonFig.3:ThecourseofinnovationintheconditionsofcontinuousimprovementKaizen,“Kaizen-
Rightmanagement”
Change/In
novatio
n
Time
Actual evolution
Change/In
novatio
n
Time
Kaizen innovation
48
Moreover,Kaizenisaphilosophyaffectingthehumanresourcesnotonlywithinthe
organization,ateverylevel,butwithintheirprivatelivesaswell(Besta,Lenort,2009).
2.5.1Leanmanagement
ThekaizenprinciplesprovidethebackgroundtootherFarEast-developedmanagement
tools.
Leanmanagementisthefirstexamplethatcomestomind.Itisbuiltonavarietyof
layers,rangingfromtheAmericanscientificdivisionoflabor(Taylorism)andthe
assemblylineprocesses(Fordism)oftheearly20thcentury,totheJapaneseproduction
systems.Actually,LeanManagementisconsideredtotraceitsoriginsbacktotheToyota
ProductionSystems(TPS);asmuchasthatmaybetrue,throughouttheyearsthe
“Americanway”hadinfluencedtheTPScreators,whotookinspirationfromitand
adaptedittotheJapaneseattitude(Parkes,2015).Leanmanagementisbestregardedas
asetofprinciplesaroundwhichacompanybuildsitswayofdoingbusiness.Themain
focusareasarequalityimprovementofmanufacturedgoods,processoptimization
(effectivenessandefficiency),Just-In-Timeproduction,eliminationofwastealongwith
othernon-value-creatingactivitiesandredundancies(forinstance,abolitionof
intermediatewarehouses),flexibleworkforce.
Moreover,thethriveforperfectionintheproductionprocessandtheroleofQualityas
mainproductfeaturegavebirthtothesetofmanagerialpracticesknownasTotal
QualityManagement(TQM),widelyacknowledgedandused(Parkes,2015).However,
theaforementionedfocusareasarenotthorough.Leanpracticesarebasedonfactors
suchasorganizationalvalues,normsandculture,deeplyembeddedinagivensociety’s
traits;inparticular,intheJapanesesocietythisculturalsubstratumiscomposedof
particularism,whichreferstopointofviewdiversityandmutualrespect;collectivism,
whichreferstoasenseofbelongingandmembership;cooperation,whichconsistsof
teamworkandreciprocity(Parkes,2015).Hence,leanmanagementisacomplexand
multifacedmanagerialphilosophy,andshouldnotbeusedindiscriminatelyand
confusedwithleanproduction,whichentailsanoperationalmeaningprimarily.
2.5.2Deming’sPDCAmodel
Leanmanagementandtotalqualitymanagementarenottheonlymanagerialoutcomes
resultingfromkaizen,noraretheytheonlyonesderivingfrombothWesternand
49
Easterninfluences.ThePDCACycle(PlanDoCheckAct)wasdevelopedbyW.E.Deming
inthemid-ninetiesinJapan(Moen&Norman,2006).Itsoriginscanbetracedbackto
W.A.Shewhartandhis“ShewhartCycle”,basedonthreestepsforimprovement:
Specification,Production,Inspection,deeplyrootedinGalileoGalilei’sscientific
approach.AsShewhartwrites,thethreestepsofspecification,productionand
inspectioncorrespondtothescientificmethod’sMakingahypothesis,Carryingoutan
experiment,andTestingthehypothesis,respectively(ShewhartW.A.,1939).
BasedonFigure3,ShewhartCycle,“EvolutionofPDCACycle”
DemingmodifiedtheShewhartCycle,maintainingthecyclicstructure.TheDeming
cycle,alsocalledDeming’sWheel,wasatfirstusedinJapanasatooltolaunchnew
productsonthemarketandwasthereforeappliedtooperationsonly.Thefourphasesof
thecyclewerethefollowing:ProductdesignàTestproductinproductionlineàPut
productonthemarketàMarket-researchtogainunderstandingofusers’opinionàBack
tostage1:Productre-design.However,Deming’scyclewassoontranslatedintoa
broaderframework,thePlanDoCheckActcycle,todetectandovercomeproblemsand
criticalitiesinavarietyofprocesses:
BasedonFigure6:JapanesePDCACycle,1951,“EvolutionofPDCACycle”
Production
Inspection
Specification
Plan Do
CheckAct
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1. The“Plan”stepreferstoproblemdefinition,aswellastoidentificationof
possiblecausesandsolutions;
2. The“Do”stepisabouttheimplementationofthechosensolution;
3. The“Check”stepinvolvesresultevaluation;
4. The“Act”stepinvolvesactingaccordingtotheoutcomeofthepreviousstep:if
theresultevaluationinpositive,thesolutioncanbeadoptedandstandardized;if
theresultevaluationisnotsatisfying,actingmeansgoingbacktostep1and
restartingthecycle.
ThecyclehasnotstayedthesamesinceitwasfirstformulatedbyDeming(Moen&
Norman,2006).The“Plan”stepwasfurtherimplementedbytheJapaneseIshikawa,
whotriedtoincludetargetsandgoaldeterminationmethods.The“Do”stepwasfurther
implemented,too,witheducationandtrainingtosupporttherightpathtosolution
(Ishikawa,1985).OverthenextyearstheCyclebecameamanagementtool,byall
means.Nevertheless,DeminghimselfmodifiedtheCycle,intheEighties.Thereasonfor
thatwastheimprecisionofthe“Check”step:theword“checking”wasnotaccurate,
sinceitsmeaningrecallspassiveobservationandcontrol,ratherthanactive
investigationofthecriticalitiesinvolvedintheprocess.Thenewrevisedcyclewascalled
“PlanDoStudyAct”(PDSA):
BasedonFigure7:ShewhartCycle:Deming,1986andFigure8:PDSACycle:Deming,1993,“Evolutionof
PDCACycle”
•Result analysis and study: new knowledge and possible predictions
•Broad change implementation, change improvement or complete abortion which leads to a new cycle
•Implement the change identified in the previous step (possibly on small scale, as a test)
•What changes are desirable? •What are the available data?•Is further observation needed?•How to use the data?
Plan Do
StudyAct
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Thenew“Study”phasereplacedtheprevious“Check”stepinordertorecognizethe
importanceoftheroleofnewknowledge,representingacrucialfactortoenablethe
learningprocessandtobestimplementfurtherchange.
ThenewPDSACyclewasthenfurtherrevised;threequestionswhereformulatedby
Langleyetal.,theanswerstowhichcanbefoundbyusingthecycle:“Whatarewetrying
toaccomplish?Howwillweknowthatachangeisanimprovement?Whatchangecan
wemakethatwillresultinanimprovement?”(Langley,etal.,2009):
BasedonFigure1.1:Themodelforimprovement,“Theimprovementguide”
TheKaizenprincipleofcontinuousimprovementalongsidetheWesternscientific
methodsrepresentthestartinggroundandthesubstratumtothemultitudeofthe
aforementionedmodels,whichareusedbothastoolforsingleprocessimprovement
andforbroaderchangeaction.
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2.6Kotter’smodel
BytheendoftheNinetiesProfessorJohnKotterfromHarvardUniversityconstructeda
linearmodeltoimplementchangeattheorganizationallevel.Themodel,describedin
Kotter’sbook“LeadingChange”(1996)soonbecamethebestknownandmostadopted
frameworkforchangeinbusinesspractice,consideredbymanythemostrelevantwork
inchangemanagementliterature(Dewar&Keller,2009).Kotter’smodeldescribeseight
stepstobefollowedtosuccessfullyimplementchange(Kotter,Leadingchange,1996):
Theaboveeightstepswillbedescribedmoreintodetail;however,itisnecessaryto
contextualizetheprocessfirst,bymentioningtheeconomicbackgroundandthe
macroeconomicforcesthatinspiredKotter’sreasoningandbroughthimtodrawthe
conclusionthatchangewithinorganizationsisnecessary.
AsKotter(1996)admits,managersandleadersbelongingtohisgenerationlivedina
worldverydifferenttohowitturnedouttobebytheveryendofthe20thcentury.Inthe
Sixties,theenvironmentinwhichcompaniesoperatedwasstableandtoagoodextent
predictable,andchangehappenedslowlyandincrementally.BytheendoftheNineties
53
(whenKotter’s“LeadingChange”waspublished),however,thescenariowasfarfrom
thesame:social,politicalandeconomicforcesmadeitimpossiblefororganizationsto
competeandevensurvivewithoutincurringintomajorchanges.Kotteridentifiesfour
majorgame-changingfactorsresponsibleforthenewneedforchange:
BasedonExhibit1:“EconomicandSocialForcesDrivingtheNeedforMajorChangeinOrganizations”,
LeadingChange
“Technologicalchange”broughtfasterandeasierlong-distancecommunication(e.g.
informationnetworks)connectingpeopleworldwide,aswellasbettertransportation;
“internationaleconomicintegration”meansfewertariffsandbarriersandincreased
globalcapitalflows;“maturationofmarketsindevelopedcountries”meansslower
domesticgrowth,moreaggressiveexportandincreasedderegulation;finally,the“fallof
CommunistandSocialistregimes”determinedanincreaseinthenumberofcountries
whoadoptedorarelinkedtothecapitalistsystem,aswellasanincreaseofworldwide
privatization(Kotter,TheNewRules:HowtoSucceedinToday'sPost-corporateWorld,
1995).Thesefourfactorsledtotheglobalizationofmarkets,aswellastoadrastic
increaseinglobalcompetition;thenewscenariocreatednewhazardsthreateningfirms’
survivalononehand,andnewopportunitiesforimprovementandgrowthontheother.
Inanewparadigmoflesspredictability,moreuncertaintyandcomplexityonlyone
thingiscertain:onlytheoneswhochangesurvive.
Kotteristhefirsttoadmit:“Alldiagramstendtooversimplifyreality.Ithereforeoffer
[theEight-StageProcessofCreatingMajorChange]withsometrepidation”(Kotter,
Leadingchange,1996).Aneight-stepschemacannotbeasimplesolutiontoalltroubles,
butitsurelyrepresentsaveryusefultooltoassistleadersandmanagersintheprocess
ofsuccessfullyimplementinganeededchange.Thefullprocessnotonlytakestime,but
itiscomplicatedandmessy,thereasonbeingthatoverallchangecanoftenbecomposed
ofvariousminorchangeprocesses:severalprojectsmayhavetobeadvanced
simultaneouslyinordertoreachabroader(butnotfinal)objective.Nevertheless,
Technological Change
International Economic
Integration
Maturation of markets in Developed Countries
Fall of Comunism and Socialist
Regimes
54
accordingtoKotteritisimportanttokeeptheprocesslinearandinsequence.Skipping
aheadofstepsmayseemtheobviousoption,sincemanagersarealwaysunderthe
pressureofhavingtoperformwellandquick,butthechancesofsucceedinginonestep
arehighlydependentonthesuccessofthepreviousstep.
EventhoughovertwentyyearshavepassedsinceKotter’s“LeadingChange”wasfirst
published,itremainsextremelyup-to-date.Theevidenceofthetimesuggestedthatover
thenextfewdecades“therateofenvironmentalmovementwillincreaseandthe
pressuresonorganizationstotransformthemselveswillgrow”(Kotter,Leadingchange,
1996).Itistrue:technologicalinnovationstilldeeplyaffectsbusinessesfromavarietyof
perspectives;internationaleconomicintegrationhascometopeaklevelswiththe
openingupofcountrieslikeChina,India,Russia,withthestrengtheningoftheEuropean
Unionbecomingoneextendedmarket,andwiththeemergenceofdevelopingcountries
(Theretreatoftheglobalcompany,2017).
Kottermakesacrucialdistinctionbetweenleadershipandmanagement.Managementis
seenas“asetofprocessesthatcankeepacomplicatedsystemofpeopleandtechnology
runningsmoothly.Themostimportantaspectsofmanagementincludeplanning,
budgeting,organizing,staffing,controlling,andproblemsolving”(Kotter,Leading
change,1996),whereasLeadershipontheotherhand“isasetofprocessesthatcreates
organizationsinthefirstplaceoradaptsthemtosignificantlychangingcircumstances”
(Kotter,Leadingchange,1996).Kotterassociatesmanagers’activitytothepresent,and
leaders’activitymoretothefuture(vision,inspiration,dynamism);that’soneofthe
reasonswhyimplementingchangeisdifficult:mostpeoplejudgechangetobea
managerialissue,whenthetruthisthatitisratheraleadershipissue.Change
implementationoftenfailedbecauseofthelackofleadershipskillsandcompetencesin
manycompanies.Thereasonforthatisrootedinsuccess:asacompanyexperiences
successandestablishesacertaindegreeofmarketdominance,itbecomeslargerand
moredifficulttocontrol;thefocusshiftsinward,creatingtheneedformanagerial
figures.Thenumberofmanagersexceedsbyfarthenumberofleaders,creatinga
shortageofleadershipcapabilitiestorespondtothenecessitiesofthetransforming
externalenvironment.Anexplicitguidethereforebecomescrucial.
ThefirststepinKotter’smodelisestablishingasenseofurgency.Aswasthecasein
Goldratt’sreasoning,Kotterrecognizesthefundamentalroleofpeoplewithinthe
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organization,atanylevel.Asenseofurgencyisanawarenessconstantlyaffectingone’s
thinkingprocessandactions,anditisbasedonbothrationalityandemotion:rationally
understandingthereasonsforchangemustbeassociatedwithemotionalinvolvement,
too.Furthermore,experienceplaysarole;toeffectivelyinternalizechange,a
shortcomingmustbeactuallyperceivedandexperienced,andafterhavingperceivedthe
need,itmustbeaccepted,too;onlyoncetheneedforchangehasbeeninternalizedand
acceptedthefirstmovetowardsactionispossible:actorsthenareconsciousand
responsible,andtheold“carrotandstick”methodbecomesnotonlyunnecessarybut
evenobsolete.Oneofthebiggestissuesconcerningthefirststepiscomplacency,along
withthedifficultytodrivepeopleoutoftheircomfortzoneandmakethemrealizethat
disregardofexisting(butoftennotself-evident)issuescanleadtodisaster.Thereare,
accordingtoKotter,ninefactorscausingcomplacencyinanorganization:
BasedonExhibit1:SourcesofComplacency,“LeadingChange”
Itoftenhappensthatacriticalissueisnotcompletelyexplicit.Externalindicatorsmight
notbealarming,therecouldbenolossofmoney,people,orresources.However,issues
maybeimplicit,hardtonoticeatfirstglance,likeforinstancecustomerdissatisfaction
overthelongrun.Ormaybeacrisissimplyhasnotmanifesteditselfyet,butitisabout
56
tocome,likepenalizingmacroeconomicforcesorworldwidecontractions.Moreover,
mediocreorbadperformancemayseempositiveifcomparedtoloworwrong
standards:profitsthathavegoneupby“x”attheendofagivenyearindicateagood
performanceonlyinabsoluteterms,butnotifcomparedtothepreviousyear’s“2x”
profitincrease.Anothersourceofcomplacencyistheemployees’focusontheirown
function’sresultsonly.Thisway,thebiggerpictureofthecompany’sperformanceis
takenintoverylittleconsideration,fosteringacultureof“it’snotmyfault”syndrome,
wheretheonlypersontakingresponsibilityforgeneralindicatorsistheChiefExecutive
Officer.Moreover,singleemployees’feedbackonperformanceusuallyreliesonan
internalevaluationsystem,only;thisdeniesthemorecompleteandaccurateevaluation
systemlinkedtothejudgmentofexternalstakeholdersaswell,likeforinstance
suppliers’andclients’happiness.Anotherissueisthelackofhonestandeffective
confrontationamongemployees;thisiscloselylinkedtothehumantendencytovalue
wantedinformationanddenyunwantedinformation.Unwantednewsoftenimpliesan
increaseoftheworkload,orevenworsethenecessitytochangepeople’spreviousand
usualmodusoperandi,whichleadsthemtounconsciously(orconsciously)ignoringthe
informationaltogether.Thisisduetothestatusquopreservation,anirrationalbarrier
toanychange;whenfacedwithchange,peopletendtopreferinertiatoaction,evenif
thebenefitsofthenewstatusarehigherthanitsdownsides(Bazerman&Moore,2009).
Lastbutnotleast,complacencyisfomentedbyanexcessof“happytalk”.Celebrating
pastsuccessorcurrentachievementsshiftstheattentionawayfromrelevantchallenges
thatcanagaingetdangerouslyignored.
Fortheabove-mentionedreasons,theoverallsenseofurgencycanbe(andoftenis)very
low.
ThesecondstepinKotter’sprocessistocreateaguidingcoalition.Astrongleaderis
fundamentaltoguideanddirectchange.Itisnotasurprisethatdeeptransformations
oftenstartwithanewleaderincharge,thereasonbeingthatthatpersonisnottoo
stronglytightenedtotheoldwaysofdoingbusinessandmanagingthecompany.A
commonproblemwithtopexecutiveswithinorganizationsisthattheymaybeblinded
byyearsofexperienceandpastsuccess,andtheymightnotseedifferentpathsother
thantheonestheywereusedtoseeing,whichperfectlyfitsinSenge’sdescriptionof
“mentalmodels”:fixedschemasandperceptionsofreality,difficulttomoveawayfrom.
However,aleaderaloneisfarfromsufficient;accordingtoKotter,changestartsatthe
57
top,andmovesdownalongthehierarchy;topmanagersmustbethefirstonestosetan
example,sothatotherscanfollowsuit.Kotteridentifiesfourmaincharacteristicsa
guidingcoalitionmustpossess:positionpower,meaningthatasufficientnumberofthe
organization’smainactorshavetoagreewiththechange;expertise,meaningthatthe
varietyofneededskillsandcompetencesmustbepresentwithinthecoalition;
credibility,meaningthatenoughpeoplewithinthecoalitionmusthaveagoodreputation
amongemployees;leadership,whichisthecapabilitytodriveanddirectchange.Once
thepresenceofthesefactorshasbeenestablished,itiscrucialtobuildtrustamongteam
members:trustisahumantraitessentialforsuccessfulandlong-lastingteamwork.In
largeorganizations,mistrustcanexistbetweenfunctionsordivisions,aswellas
betweendifferentlevelsofthesamedivision.Thishastodowiththeself-focusof
people,aforementionedprimarysourceofcomplacency:ifpeople’sattentionandeffort
aredirectedtotheirownactivityandtheirownresultsexclusively,theneverythingelse
andeveryoneelsearenotonlysecondary,buttheybecomeanactualthirdpartytobe
lookedatwithsuspicionandmistrust.Buildingtrustisfarfromeasy,especiallysinceit
ishardlyeverreachedwithinacoupleofdays;itrequiresmonthsandsometimesyears
ofworkingtogetherandknowingeachother.However,trustcanbeenhanced,andthe
processofbuildingitcanbefastened,byincreasingexistingteamactivitiesorby
creatingnewteamstodealwithnewprojects.Humaninteractionoutsideteamprojects
canbeimproved,too,byorganizingmeetingsattheendoftheworkday,todiscuss
issuesandimprovements,andtotakeasnapshotofthecurrentsituationandcurrent
activities:thisalsohasthedirectpositiveexternalityofmakingpeopleawareofthe
biggerpictureandmakingthemsensitizedofeachother’sneeds,tofoster
communication,cooperationandempathy.Team-buildingcanalsobeenhancedthrough
socialactivitiesoutsidetheworkplace,butnotwithoutsomedrawbacks,likethefact
thatitisdifficulttoenforceorcontrol,orthefactthatitwouldmeanerodingpeople’s
personallife’stime,orthefactthatitcantakeyearsorevendecades(Kotter,Leading
change,1996).
Thenextstepisthedevelopmentofavisionandastrategy,thevisionbeingavivid
pictureofthefuture,andthestrategybeingtherationaletoreachthevision.According
toKotter,avisionmustentailthefollowingcharacteristics:itmustbeimaginable,inthat
peoplemustbeabletopictureit;desirable,inthatitmeetstheinterestofthe
stakeholdersatlarge;feasible,inthattheremustbearealisticchanceofreachingthe
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objective;focused,inthatitisunderstandableenoughtoallowdecision-making
instruction;flexible,inthatitallowsforaccommodationtonewconditions;
communicable,inthatitmustnotbehardtoexplain.Theprocessofcreatingavisionis
complexandnon-linear.Thevisionisfirstcreatedbytheleaderandcommunicatedto
theguidingcoalitionfirst;atthispointtheideawillbediscussedextensivelyand
modifieduntilagoodclarityandagoodconsensusarereached.Acriticalissueis
representedbyhowmuchdetailshouldbeexpressedinthevisionstatement;the
answertothisquestionis“estmodusinrebus”,meaningthatthestatementshouldnot
entailtoodetailedobjectives,norshoulditbetoophilosophicalorvague.Aneffective
visionmustbelong-reaching,inordertopullpeopleawayfromtheircomfortzone;it
valueslong-termobjectivesmorethanshort-termones;ittakesintoconsideration
stakeholdervalueoverstockholdervalue(Jensen,2010);itoftenexploitsglobal-scale
trends;lastbutnotleast,ithassomekindofmoralpower(Kotter,Leadingchange,
1996).Thereasonthe“moralpower”dimensionisoftenpresentislinkedtothefactthat
theideaofthevisionfirstcreatedandpresentedbytheleaderisnotonlytheresultof
rationalandlogicthought,butthereisalsoastrongemotionaldriveasforinstance
excitement,passion,orevenphilanthropy.Oncethevisionhasbeencreatedanda
generalstrategyhasbeendiscussedanddeveloped,it’sthemanagers’tasktotransform
thestrategyintoaction,bydefiningprecisestepswithinaspecificplan,andby
convertingtheplanintofinancialobjectivesandforecasts.
Awellthough-ofvisionisonlysuccessfultothedegreetowhichitiseffectively
communicatedthroughouttheorganization.Oneofthekeystodosoisbyembracing
BlaisePascal’smessagewhenhewrote“Iwouldhavewrittenashorterletter,butI
didn’thavethetime”(Pascal,1656):ashortandclearmessageisbyfarmoreeffective
thancomplexandlongwindedrhetoric,anditismoredifficulttoproduce,too.
Furthermore,giventhatthevisionneedstobecommunicatedtoalllevelsofthe
organizationratherthanfewtoplevelsexecutives,languagebecomesakeyfactor;
managerialvocabularyandbusiness-specificterminologyarecompletelyinefficient
whenitcomesdowntocommunicatingwithengineers,techniciansorevenline
workers,whooftenrepresentmostofthehumanresources.HermannSimonsstatesthat
“Thesimplicityandclarityofagoalsupportsitseffectivecommunication”(Simon,
1996).Moreover,leadersmustbethefirstonestotake–andshow–action.When
peoplewatchsuperiors’orleaders’engagementinadirectmanner,themessageisquite
59
easilyconveyed,andtheywillfollowsuit;forthisreason,itisadvisableforleadersand
topexecutivesnottoliveinabubbleoftheirown,distantanddisconnectedfromthe
lowerlevels,butrathertoshow,participatetotheday-to-daylifeofthecompanyandbe
directlyinvolvedinlower-leveloperations,“gettingthehandsdirty”everyonceina
while.HermannSimonsrecognizestheimportanceofvision(morespecifically,goal)
communication,too:“Ifcommunicatedeffectively,thegoalleadstheconductofall
employees”(Simon,1996).
Afterhavingdescribedthefirstfourstagesofthechangeprocess,thecorrelationto
Lewin’sUnfreezephaseofhisthree-stepmodelisclear:thecurrentequilibriumhasto
bebrokenfirstinordertoallowforanewequilibriumtobeestablished.Stepsone,two,
threeandfour“helpdefrostahardenedstatusquo.[…]Whenyouneglectanyofthe
warm-up,ordefrostingactivities,yourarelyestablishasolidenoughbaseonwhichto
proceed(Kotter,Leadingchange,1996).“Defrosting”and“unfreezing”areveryeffective
words,perfectlyexpressingtheconceptoftransformationfrompastinertiatopresent
andfuturedynamism.
Afterestablishingasenseofurgency,creatingaguidingcoalition,developingavision,
andcommunicatingit,thegroundhasbeenlayedandtheprerequisitesarethere;the
nextstepistoempoweremployees,givingthemthetoolstotakeaction.Unfortunately,
ifprovidingnewtoolsisnoteasy,changingexistinginadequatetoolsisevenmore
difficult.Thesearethebarriersthatcanobstructemployeeempowerment(Kotter,
Leadingchange,1996)
BasedonExhibit1:BarrierstoEmpowerment,“LeadingChange”
Difficulty of action
Formal structures
Lack of skills
Personnel and
information sytems
Troublesome bosses
60
Formalorganizationalstructurescansometimesimpedetheactingoutofavision.For
instance,ifacompanyintendstobecomemorecustomerorientedthroughanincreased
allocationofresourcestoservices,itneedstodisruptthepreviousformalstructure
characterizedbythefragmentationofresourcesandresponsibilitiesforproductsand
services,separately.Thesolutioncouldbeputtingtogetherteamsresponsibleforboth
productandproduct-associatedserviceresources;acertainteamwouldbeinchargeof
acertainproduct-servicepackage.
Thelackofskillsissueissomethingthatneedstobeaddressedstraightaway;oldhabits,
routinesandworkenvironmenthardlyeverremainthesameafteranewvisionhas
beenspread.Culture,relationships,processesandtaskschange,andforpeopletobe
empoweredtoactoutthevisiontheyneedtraining.Now,dependingonthenatureof
changedifferenttypesofskillsetshavetobetaught.Inthecaseofthedevelopmentofa
newproductortheuseofnewtechnology,theskillsthatneedenhancingaremostlikely
engineeringskillsorcompetences,whichmayrequireastraight-forwardone-shot
trainingcourse;inthecaseofamajorbusinessmodelinnovationoradeepcultural
change,ontheotherhand,mattersarenotquitethateasy.Thosechangesoftenrequire
acontinuouscommitmentonbehalfofbothteachersandemployeesthataone-time
frontallecturesimplycannotprovide,andacontinuousandfrequenttrainingschedule
isneeded.Ofcourse,byprovidingtrainingandeducation,somedrawbacksmustbe
takenintoaccount:firstofall,trainingcomesatacost;notonlythecostofhiring
teachers(orpayingthirdteachingparties),butalsothecostofsubtractingworkforce
fromtheirownfunctions.Shorttermproductivitylossesarealmostinevitable,unless
trainingcoursesareheldafterregularworkschedulesorduringweekends,whichisa
riskyoptiontotakeintermsofemployees’stress,generaljobsatisfactionand
performancedecreaseduetotirednessandworkoverload(thatiswithoutconsidering
legalrestrictions).
Asfaraspersonnelsystemsareconcerned,theycandeeplyaffectthetransformation’s
successorfailure.Forinstance,anoldandinadequateHRmanagementsystemhastobe
replacedwithasystemmoreinlinewiththenewvision;inthecaseoftheshiftoffocus
towardscustomersandtheirneeds,evaluationandcompensationsystemsshould
includeparametersbasedonexternalindicators,themostobviousbeingcustomer
satisfaction.Evenhiringdecisionsshouldbebasedonanewsetofparameters,asfor
instancepropensitytoteamworkandcooperation,adaptiveandlearningcapabilities,
61
communicatingandnegotiatingabilities,alongwiththenecessaryhardskills.
Lastbutnotleast,amajorobstacletoemployeeempowermentisrepresentedby
misguidedbosses,whohavetroubledigestingchangethemselves,letalonemaking
othersactingitout.AsmentionedatthebeginningofKotter’sstep“creatingaguiding
coalition”,thoseindividualsareveryrarelybadpeople;theirbeliefsandwaysare
simplyrootedinthepast,andtheylacktheunderstanding,creativityandopen-
mindednessthatbigtransformationsrequire.Thoseindividualsoftenadoptan
authoritariantypeofmanagementbasedoncontrolandcommand,andtheendresultis
punishmentfornotexecutingordersratherthanrewardforimplementing
transformation.Theproblemoftheprocrastinationandunwillingnesstodealwithsuch
individualsisasbigastheirpresenceblockingchange.Forreasonssuchguilt,problem
underestimationorevenaversiontodealwithsuchissues,itoftenhappensthattop
executivestendto“manipulate[thoseindividuals]intoacornerwheretheycanbe
containedorkilledoff”(Kotter,Leadingchange,1996).Instead,therightproactive
approachshouldbehonestdialogueandjoinedproblem-solving;ifthereisnowayof
reversingthesituation,changingmattersand“convert”theindividualbeingdisputed,
thelayoffisthemostrationalsolution.
GeneratingshorttermwinsisthenextstepinKotter’smodel.Assoonaschangestarts
tobeactivelyimplementedatalllevels,itneedstostartbeingshownthroughactual
results.Resultscantakevariousforms,notonlyfinancialinnature.Celebratingshort-
termwinsistheonlywaytokeepthelevelofbeliefhighevenaftertheinitial
enthusiasm.Watchingthenewvisionunfoldentirelycantakeseveralyears,andbeing
ontherighttrackdoeshardlyevermeanimmediateandgreatgratification:thesmall
yetpositiveresultskeepmotivationandsupporthighandthemomentumgoingwithin
theorganization.Moreover,averyimportantdirectconsequenceisthediscouragement
ofcritics,shuttingdownskepticismandmistrustingindividualsloweringthechancesof
successoftheentireprocess.
Kotteridentifiesthreeprerogativesofeffectiveshort-termwins;theymustbevisible,in
thattheyreachtheattentionofasmanypeoplewithintheorganizationaspossible;
unambiguous,inthattheydonotallowforargumentsovertheresult;relatedtochange
inaclearmanner,inthatitmustbeidentifiedasadirectorindirectconsequenceofthe
changeprocess(Kotter,Leadingchange,1996).Asfarasthetimingoftheshort-term
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resultsisconcerned,thereisnoexactdefinablemomentinwhichtheyneedtooccur.
However,Kotterproposesaspanoftimewithinwhichshorttermwinsshouldoccurand
becelebrated.Withinthefirsttwenty-sixmonthsatleasttworesultsshouldbe
celebrated;inparticular,Kotterdescribestheprocessassuccessfulwhenthefirstwin
occursataboutfourteenmonthsafterfirstimplementingchange,whereasasecondwin
hastooccuratabouttwenty-sixmonthsforchangenottomoveback.Ofcourse,these
numbersdon’tstaythesamebychangingthesizeofthecompanyimplementingchange:
thesmallerthecompany,theshorterthespanoftimerequiredtoproducethefirst
observableresults.
Thisleadstothenextstep:consolidatinggainsandproducingmorechange.“Whenever
youletupbeforethejobisdone,criticalmomentumcanbelostandregressionmay
follow”(Kotter,Leadingchange,1996).Thetransformedpracticeshavetobekept
active,aswellasimplementedevenfurther.Upuntilthemomentwhenchangehas
finallypermeatedtheorganization’sculture,thereisalwaystheriskoflettingallthe
effortvanishbyallowingchangetomovebackwards,orby(evenunconsciously)
reducingattention,enthusiasmandactiveengagement.Thepreviouslyreachedshort-
termwinsallowforanincreasedcredibilityamongemployees,whichinturnallowsto
takeonnewandmoreambitiouschallenges;theproducedwinsconsolidatepeople’s
participationtochange,whichinturnleadstothembeingfurtherempowered,
motivated,satisfied.Iftheaforementionedeventshappen,andthesenseofurgencyis
constantlykepthighbytheguidingcoalition,thechancesofsucceedinggoup
drastically.Atthispoint,thefinalstepremains.
Anchoringthenewapproachesintocultureimpliesthat,atthisparticularpointofthe
changeprocess,theoldandobsoletecultureandpracticeshavebeenremovedfromthe
organization;anecessary,yetinsufficientresult.Thetransformationwillonlybe
completewhenchangegrowsrootssodeepthattheoldwaysandhabitsareforgotten.
Anorganization’sculturerefers,accordingtoKotter,toasetofsharedvaluesandnorms
ofbehaviorwithinagroupofpeople;itisaverypowerfulfactor,abletoinfluence
people’sbehaviorsandactionspervasively.Thefirstreasoncultureisdifficulttochange
isthefactthatitisinvisible(oratleastclosetoit);afterthat,cultureistheresultof
yearsandoftendecadesofactivitywithinanorganization,anditischallengingfor
peopletoevenrealizehowmuchtheirthoughtsandactionsareaffectedbyit.Kotter
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makessomeexamplesoffactorscomposingculture(Kotter&Heskett,Corporate
CultureandPerformance,1992):
BasedonExhibit1:“ComponentsofCorporateCulture:SomeExamples”,LeadingChange
Culturalchangecomesattheendoftheprocess:“Culturechangesonlyafteryouhave
successfullyalteredpeople’sactions,afterthenewbehaviorproducessomegroup
benefitforaperiodoftime,andafterpeopleseetheconnectionbetweenthenew
actionsandtheperformanceimprovement”(Kotter,Leadingchange,1996).
ThecommonalitiesbetweenKotter’smodelandtheaforementionedliteratureon
changemanagementarequiterelevant.Kotter,however,adoptsamorepractical
approach,abletoconsidermanyifnotalloftheaspectsdescribedinpreviousworksin
thechangemanagementliterature.
EventhoughitistruethattherearesubstantialdifferencesbetweenSMEsandthe
ratherstructuredcompanieschangemanagementmodelshavebeenstudiedandused
for,therearesomefactorsmakingtheapplicationofsuchmodelsparticularlysuitedto
beappliedtosmallerenterprisesaswell,oneofthembeingtheculturalelement.For
instance,thestrongpresenceofthefoundingfamilyand/ortheownerofthefirm
determinesaveryspecificsetofvaluesthatarewithoutanydoubttransmittedthrough
theorganizationovertheyears,insuchawaythattheypermeateeachfunctionand
activity.Inthissense,changemanagementacknowledgesthecrucialaspectofthe
organizationalculture,recognizingtheroleofpeopleasmaindriversofanychange.
64
Furthermore,thegreaterflexibilityandresponsivenessassociatedwithSMEsin
comparisonwithbiggerfirmsmakesthemmoreadeptatimplementingchange.
Therealchallengeinrecentyearsistheoneassociatedwithsocialandenvironmental
pressuresfromandwithinthegloballandscape.Thesmallandmedium-sizedcompanies
describedinchapterone,displayinganinternationalcharacteranditsemblematictype
ofmanagementasoneoftheirmostdistinguishingfeatures,representakeydriverfor
globaltransformation.Weatherthesecompaniesadoptatraditionalapproachbasedon
exportexclusivelyortheexploitationofkeypartnershipswithexternalactors,they
possesstheknowledgeandcompetenciestocompeteondozensofforeignmarkets,
whichmeansadaptingtothedifferentcustomerneedsandcultural,regulativeand
politicalenvironments.Asustainability-orientedbehaviornotonlygivesaccesstothe
cooperationwithstrategicpartnersandsuppliersrequiringspecificprerequisites,butit
allowsfirmstoaccessspecificmarketsthatmightcurrentlybeoff-limitsforcompetition.
65
Chapter3:Changeandsustainability:MEP
3.1ResearchMethodology
ThroughthedirectobservationandanalysisofMEP,anItalianmedium-sizedcompany
operatingintheindustrialmachineryindustry,chapterthreehastheaimof
demonstratingthatthecompany’swayofconductingitsactivityaswellasthe
transformationstheorganizationunderwentoverthelastfewyearshavegenerateda
businessmodelthatissustainableoverthelongrun.
Theconceptofsustainabilitytakenasreferenceisthoroughlyexplainedinchapterone,
coveringeconomic,socialandenvironmentalvaluecreation.
Theempiricalanalysisofthesinglecasestudyissupportedbytheliteraturereviewof
chaptersoneandtwo,whichexaminethedistinctivetraitsoftheItalianSmalland
MediumSizedEnterprisesandtheevolutionanddescriptionofseveralchange
managementmodelsasaframeworktoorganizationaltransformation,respectively.
Morethanoneofthedescribedmodelsrepresentthekeytounderstandtheprocessof
organizationalchangeandatooltopossiblyimplementfurthertransformations.
Chapterthreehasbeenwrittenafterathree-monthinternshipinMEPS.p.A.(April17th
toJuly19th,2019),whichcreatedtheopportunitytogatherallthenecessarydatato
supporttheanswertotheaboveresearchquestion.
ThecasestudymethodusedasresearchtoolistheonedescribedinRobertK.Yin’s
“CaseStudyResearch–DesignandMethods”(2014).Thedatacollectioncomprehends
severalsourcesofevidence(Yin,2014):
• Documentation:calendars,e-mails,notes,MoM(minutesofmeeting),written
reports,administrativedocuments,internalrecords,formalstudies,evaluations,
articlesappearingonmassmedia,newspapersandmagazines.Such
documentationhasbeencarefullyused,thankstotheawarenessofthebiasthat
couldaffecttheirobjectivity;toovercometheobstacle,othersourcestestifying
thefindingshavebeenused.
• Archivalrecords,mainlycomputerfiles:organizationalrecords,maps,charts.
Theconditionsunderwhichsuchrecordswereproducedhasbeenascertainedin
ordertoinvestigatetheiraccuracy;insomecases,theyhavebeenupdated
accordingly.
66
• Interviews:thiskindofsourcehasbeenusedduringtheinternship.Specifically,
theywereguidedconversationsratherthanstructuredstreamofquestions:
unstructuredinterviews(Weiss,1994).Thoseinterviewshavebeenrecorded,
guaranteeingamoreaccuraterenditionthannotes.Afterbeingtranscribed,the
saidrecordingshavebeendeleted.
• Directobservation:duringtheinternshipperiod,theopportunityfordirect
observationofthestudiedphenomenawascreated;theobjectsofobservationis
representedbymeetings,sidewalkactivities,classrooms(coursesandlectures
takingplaceintheinternalbusinessschool)andfactorywork.
• Participantobservation:itrepresentsaspecifictypeofdirectobservation,in
whichtheobserverhasanactiverolewithintheenvironmentorthespecific
actionsbeingstudied.Thisparticularsourceofevidencehasbeenused
extensively:theactualhiringthattookplaceassoonastheinternshipcametoan
endgavetheopportunitytogatherdataandinformationwhilebeingdirectly
involvedintheobservedphenomena.Theseincludeactiveparticipationin
meetings,anactiveroleintheimplementationoforganizationalchange
processesandinitiatives,directpresenceintheproductionfacility.Furthermore,
attendingseveralcoursestakingplaceintheinternalacademygaveimportant
insightsontheorganizationalculture.Moreover,theattendanceatvarious
sustainability-basedeventsallowedforthedeeperunderstandingofthe
investigatedsustainability-orientedchange,“Disruptivestrategyand
sustainability”beingoneofthem,organizedby“Saloned’Impresa”,aninteractive
workshopthatinvolvedthedirectparticipationofprofessionalsand
entrepreneurstoactivedebates.
67
BasedonFigure4.2:ConvergenceandNon-convergenceofMultipleSourcesofEvidence,“CaseStudy
Research–DesignandMethods”
Duringthethree-monthinternshipthemaintasksallowedforthecollectionofdataand
eventhecreationofevidencelaterusedasfurthersupportingdocumentation.Such
tasksinitiallyinvolvedthewritingofdocumentsintroducinganddescribingthe
company,itshistory,itsstrengthsanditsbrand.Allthiswiththepurposeofbuildinga
partnershipwithkeyexternalactorstofurtherincreasevisibility,brandawarenessand
reputation.Moreover,theparticipationtointer-functionalmeetingsandthe
involvementinnewprojectsallowednotonlytoobserveandgettoknowtheinter-
functionaldynamics,butalsotograsptheessenceofthecorporatestrategicdirection.
Anotherelementinfavouroftheconstantandtruthfuldirectobservationwas
representedbytheoffice’slocation:theMEPBusinessSchool,keyentityinthe
organizationalchangeprocessandcontinuousimprovement,geographicallyveryclose
tothemajorityoftheinterviewees:
Specifically,theconductedunstructuredinterviewswereaddressedtokeyactorswithin
thefirm.Thesearetheselectioncriteriathatwereadoptedtochoosetheinterviewees:
• Position:theintervieweesneededtobeinapositionallowingthemtohavea
deepunderstandingofthecompany’sflowsandprocesseswhilemaintaininga
broaderviewoftheoverallstrategicdirection;
• Knowledge:theintervieweesneededtohavethenecessaryknowledgetobeable
toproviderelevantanswerstothequestionsaskedorthemattersbeing
analysed;
68
• Experience:theintervieweesneededtohaveatleastafewyearsofexperience
withinthefirm,inordertobeabletodescribeeventsandpossiblychangesin
retrospect;
Thesearetheactorsidentifiedtoconducttheunstructuredinterviews:
• Dr.VitoRotondi:CEO&ManagingDirectorofMEP;
• Ms.MichelaDelFabro:CEOofACM,MEP’sR&Dpartner;
• Mr.AndreaMarinoCerrato:ICT&MGNTSystems-MEPBusinessSchool
Director;
• Dr.AnnaPizzale:QualityManager;
• Mr.ClaudioMiconi:HSESustainabilityManager.
Thequalitativeandunstructurednatureoftheconductedinterviewshasgenerateda
quiteunconstrainedandfree-flowingdiscourse.Eventhoughaseriesofrelatively
explicitquestionshavebeenusedtoguidethesaiddiscourse,dependingonthe
interviewee,thenatureofthegatheredevidencecanhardlybeconsideredadialogue,
whichwouldimplyamorepervasiveparticipationonbehalfoftheinterviewer.
Theevidencehasbeenusedtofurtherstrengthentheexpressedconcepts.
69
3.2MEP–distinctivefeatures
M.E.P.S.p.A.,whichstandsforMacchineElettronichePiegatrici(SocietàperAzioni)isan
Italianmedium-sizedenterpriselocatedinReanadelRojale,Italy.FoundedonFebruary
8th1966,itsactivity,whichstartedoneyearlater,consistsoftheideation,design,
prototyping,engineering,productionandmarketingofrebar(reinforcingbar)-
processingindustrialmachinery,plantsandequipment.TheGroupoperatesinthe
followingmarketsegments:cutandbend-rebarprocessingequipment,coldrolling,
straightening,cutting,precastengineering,welding&handlinganddownstream
engineeredproductionprocessinmeshweldingplants.Itsmissionistoofferreliable,
long-lasting,safeandinnovativeproducts,alongwithpreandafter-salesassistanceand
services.
TheReanadelRojaleHeadquarterscounts197employees(M.E.P.S.p.A.:147;M.E.P.
MW:29;A.C.M.:21);however,thenumberraisestoabout250employeeswhen
consideringthegroup’sglobally-spreadsubsidiaries.
Undermanyaspects,M.E.P.(fromhereonMEP)representsthemedium-sizedcompany
whosedistinctivefeatureshavebeendescribedinchapterone.Firstofall,the
70
characteristicsidentifiedbyHermannSimoninhisidentificationoftheHidden
ChampionsfullyapplytoMEP,inthat:
• itisleaderintheworldmarket,possessingamarketshareof23%-24%,ranking
amongthetopfivecompetitorsworldwide;
• itssalesrevenueisunder1billionUSD.Infact,salesrevenuesarewithinthe
rangereferredtobyLuigiSerio,too,whichisbetween16and355million€.
MEP’sturnoverwas71,761million€in2018(consolidated:76,271million€);
• itissomewhathidden,inthatthecompanydoesnothaveahighpublicvisibility
orahighprofile.ThereasonforthatcanbefoundinthenichemarketMEP
operatesin,mostlyunknownoutsidetheboundariesoftheB2Bheavyindustrial
machineryindustry.
MEPhasinrecentyearswitnessedasteadygrowthinsalesvolume,asshowninthe
graphbelow:
In2013MEP’srevenuewas58,05Mio€,whereasby2018salesrevenueswentupby
13,711Mio€,reaching71761Mio€.AsfarastheEBITDAmarginisconcerned,itwas
1,967Mio€in2013,whereasby2018itwentupby9,917Mio€,reaching11,884Mio€.
71761
0
5
10
15
20
25
0
10000
20000
30000
40000
50000
60000
70000
80000
90000
2013 2014 2015 2016 2017 2018 2019 2020 2021
%
€ / 1
000
Revenues - Ebitda
Revenues EBITDA Margin Ebitda % Lineare Ebitda %
71
Moreover,MEP’sfinancialstabilityhasincreasedinrecenttimesaswell,thankstoa
steadydecreaseintheNetFinancialDebt/Shareholder’sEquityRatio,asshowninthe
graphbelow:
TheNetFinancialDebtwas27,248Mio€in2013,whereasby2018itwentdownby
7,113Mio€,reaching20,135Mio€.Shareholders’Equity,ontheotherhand,was
28,614Mio€in2013,andwentupby5,862Mio€,reaching34,476Mio€in2018.
Thesepositivetrendshavebeenmadepossiblethankstoanimprovementofthe
relationshipwithbanksandotherfinancialinstitutionsaswellasanincreaseofthe
availabilityofshareholders’equity.
Thecompanyisfamily-owned.Specifically,thefoundingfamilyisnotonlyincontrolof
ownership,butthemembersplayanactiverolewithintheorganization,fulfilling
managerialpositionsaswell.Theentrepreneurialtraitsinsidethefirmaretherefore
verystrongandplayagreatroleintheconservationoftheinnovation-drivennatureof
thefirm.Ononehandthefamily’spresencekeepsrepresentingandguaranteeinga
specificsetofvalues,passion,vision,organizationalcultureandmaintenanceofkey
relationshipswithstrategicpartnersorclients.Ontheotherhand,thereisastrong
managerialpresenceaswell,startingfromthetop.Asmentionedinchapterone,the
VUCA(Volatility,Uncertainty,ComplexityandAmbiguity)oftheexternalenvironment
havebecomesuch,thatthepresenceofeducatedandpreparedprofessionalshas
becomeunavoidable.Theinteractionbetweenfamilyandmanagementisstrong,andthe
-0,4
-0,2
0
0,2
0,4
0,6
0,8
1
1,2
1,4
-20000
-10000
0
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20000
30000
40000
50000
60000
2013 2014 2015 2016 2017 2018 2019 2020 2021
€ / 1
000
NFD - Equity
Net Financial Debt Shareholders' Equity
NFD/Shareholders' Equity Linear NFD/Shareholders' Equity
72
competenciesofbothcomplementeachother,inordertoreachanoptimumlevelfirm
governance.“Dr.VitoRotondiandIcomplementeachother.Heisapuremanager,Iam
not.Ihavemanagerialresponsibilities,butIalsohaveothertasks:Irepresentthe
company’sownership.Wehavebothbeenabletodoourbestwheneverwejoined
forces”(Ms.MichelaDelFabro,memberofthefoundingFamilyandCEOofACM).
3.2.1Marketstructure
Asfarasthemarketisconcerned,itfitsHermannSimon’sdescriptionmentionedin
chapterone:itisanichemarket,inthatitispopulatedbyfewcompetitors.Specifically,
themarketMEPoperatesincanbedefinedasadifferentiated(orimperfect)oligopoly,
inwhichtheproductsmanufacturedbyeachcompetitorareclosesubstitutesofeach
other,andyettheyallpresenttheirowndistinctivefeatures,makingthemdifferentto
oneanother(Krugman,Obstfeld,&Melitz,2012).Theoligopolyischaracterizedby
dynamism,inducedbyinnovation:fewcompetitorswithhighbarrierstoentry
representedmostlybytechnologyandproduct-specificknowhow.Thesizeofthe
marketinwhichtheGroupoperatesisthefollowing:
050
100150200250300350400450500
Rebar Cold rolling Straightening,cutting
Welding, handling
300
70 40
200
Euro
Mio
Machinery and equipment for the reinforcing steel industry
Market
73
Asshowninthefigureabove,thesizeofthe“machineryequipmentforthereinforcing
steelindustry”marketis610millioneuros,abouthalfofwhichisrepresentedby
“Rebar”.Asmentionedatthebeginningofchapterthree,MEPranksamongthetop
playersworldwide,asshownbelow:
PedaxEVG
Schilt
TJK
ProgressOscam
MEP
Schnell
0% 10% 20% 30% 40% 50%
Rebar Processing Equipment
(€ 300 Mio.)
Market Leadership
SchnellProgress
MEP
E-bend
TJKSchlatter EVG
0% 10% 20% 30% 40% 50%
Reinforcement Mesh Equipment
(€ 200 Mio.)
Market Competition
74
MEPoperatesinalloftheabovemarkets,whichgivesafirstinsightonwhatthestrategy
adoptedbytheGroupis.Asmentionedinchapterone,therearetwomaindimensions
withreferencetotheapproachtotheendcustomers.Afocusedstrategyisrepresented
bythepresenceofarangeofvariationsofthesameproduct,orthedegreetowhichthe
consumers’needsaremet.MEPhasgonefurtherthanthemereproductionanddelivery
ofaproducttotheendcustomer;rather,thecompanyengagesintheso-called
TechnologySolutionProvision(TSP),atechnologicalintegratedsupplybaseduponthe
customer’sspecificrequirementsandrequests,thatimpliesadeepinvolvementofthe
customerhimselfinthedesignoftherightsolution.MEPtherebyembracestheconcept
of“servitization”:solutionsaredelivered,ratherthanmachines.Anunfocusedstrategy,
instead,referstothebreadthoftheproductlineandthereforethenumberofdifferent
manufacturedproducts;thisstrategyaimsatincreasingthelevelofproduct
diversification.AlthoughMEPhasadoptedafocusedstrategyinrecentyears,meeting
theconsumers’needsintheirentirety,ithasindeeddevelopedavarietyofdifferent
products,too,therebyexpandingbothbreadthanddepth.Thisstrategicchoiceallowed
thecompanytoreducethelevelofdependenceononemarketalone,withoutentirely
exposingitselftothecompetitiveriskofoperatingondifferentmarketsegments,atthe
sametime.
MEPwasthefirstcompanytoenterthemarket,patentingtheveryfirstautomatic
stirrupbendingmachinetheworldhadeverseenin1967.Beingthefirstentrant,the
companyinitiallybenefitedfromfirstmoveradvantages,likeforinstancethe
establishmentofthebrand,alongwithearlyreputationandloyalty.Furthermore,MEP
benefitedfrommonopolyrents,atfirst:customers’expectationscouldbenotonly
monitoredbutshaped,andtheabsenceofearlycompetitionallowedforlessstrict
pricing,guaranteeinghigherreturns.Needlesstosay,MEPcertainlyheldtechnological
leadershipfromtheveryfirstyearofactivity,therebybuildingitsprimarysourceof
futurecompetitiveadvantageovertheyears.Bythetimecompetitorsstartedtoenter
themarket,barrierstoentrylikecorecompetencies,capabilities,knowledgeand
patentswereestablished,makingimitationdifficult.Asmentionedbefore,MEPhas
increasedboththebreadthandthedepthofitsproductsovertime;theincreasingly
complexproductionprocesscausedtheshifttowardsalessvertically-integrated
structure,drivenbythenecessitytooutsourcetheproductionofthevastmajorityofthe
mechanical,oil-hydraulicandelectroniccomponents.Therelationshipwithkey
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suppliershasovertimedevelopedintopartnership,increasingthelevelofmutual
cooperationandtrust.ThroughthismechanismMEPexploitedanotherfirstmover
advantage:thepre-emptionofscarceresources,representedbykeysuppliers.
Furthermore,beingthefirstonthemarketguaranteesanincreaseinbuyerswitching
costs:thelongertherelationshipandthemorethemutualknowledgeandtrustbetween
thefinalcustomerandtheproducer(MEP),themorethecostthecustomerfacesifthe
decisionwasmadetoswitchtoanothersupplier,intermsofboththetimeneededto
findanothersupplierandthedifficultytoobtainthesameoratleastsimilarproducts
andbuyingconditions,nottomentionthelossoftheadvantagederivedfromthe
specificknowledgeofthecustomer’sneedsandpreferencesonbehalfoftheprevious
supplier.Finally,thefirstmovergainsadvantagefromtheincreasingreturnsto
adoption:themoreaMEPproductisadoptedwithinthemarket,themorecustomer
feedbackcanbegatheredinordertoimprovetheproductitself.Thehigherreturns
derivingfromtheinitialmonopolisticpositionhavebeeninvestedinsuchproductand
processimprovements.
Brandawarenessandreputationarecertainlycrucialaspects,developedfromtheearly
stagesofthecompany’sactivityandfacilitatedbytheclose-to-zeroinitialcompetition.
ThebrandrepresentsforMEPaprimaryincomegeneratingasset,entailingthefeatures
thatdescribetheverycoreofthefirmanditscompetitiveadvantage-generatingtraits:
technology,tradition,experience,innovation,reliability,allidentifyingMEPasthebest
inclass.Thecoexistenceofthepastandthefuture,representedbothbyexperienceand
innovation,areperfectlyembeddedintothecompanymotto“thehistoryofinnovation”
andthebusinessmotto“atraditionofinnovation”:“InnovationisinourDNA;thefuture
challengeistocreateaninnovationthatissustainableforhumanbeingsandthe
environmentaswell.Itisauniqueandexcitingopportunitythatjustwasnottherein
thepast”(Ms.MichelaDelFabro,memberofthefoundingFamilyandCEOofACM).
Eventhoughthebrandisstrongandthevaluesassociatedtoitare,too,MEPhasin
recentyearsunderstoodtheneedtoactivelyengageineffectivecommunication,fully
recognizingtheimportanceoftheMarketingfunction,eveninthebusinesstobusiness
industry.InordertoimprovetherelevanceoftheMarketingfunction,anInter-
functionalMarketingCommitteewasformed,withthetaskofdiscussing,approvingand
implementingnewMarketing-orientedinterventionsandinitiatives,inordertoimprove
brandvalueandawareness,increasebrandequity,maximizefirmtrustworthinessand
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ultimatelyattractnewcustomersandincreasesalesaswell.Therealizationthatbynot
adoptingamoremarketing-orientedapproachmanyvalue-generatingopportunities
couldbelostledtothebirthofasenseofurgencytodevelopaMarketingstrategy,based
uponaninboundratherthanoutboundapproach.Thefirststeptowardstheactual
implementationwastocreatetheguidingcoalitionrepresentedbytheinter-functional
Marketingcommittee,inordertoempowerandtrainexistingandnewemployeesto
efficientlyuseinternalandexternalcommunicationinstruments,oncethedesiredvision
hadbeenspread.Thisprocess,alongwithothers,canbedescribedwithinthechange
frameworkproposedbyKotterinchaptertwo.
Asfarashumanresourcesmanagementisconcerned,MEPperfectlydisplaysthe
people-orientedtypeofapproach,inwhichpeopleareconsideredindeedthetrue
driversofvalue-creation.Theabilitytolinkpeopletotheobtainmentofthecompany’s
objectivesthereforebecomescrucial:“Thewinningelementhasinrecentyearsbeen
representedbythecreationofalinkbetweenindividualbehaviour,organizational
behaviourandthecompany’sgoals,allowingMEPtoreachseveralformalobjectives
throughwhichthecompanyhasfounditsorganizationalidentity”(Dr.VitoRotondi,CEO
&ManagingDirectorofMEP).
MEP’sknow-howbeingamongtheP.I.G.A.(PrimaryIncomeGeneratingAssets)means
thattheuncodifiedknowledgeheldbypeopleisthekeytothecompany’sactivity,
successandleadership.TheotherPrimaryIncomeGeneratingAssetsarethealmostone
hundredregisteredpatents,thebrand,technology,theaftermarket,therelationship
withtheclients,goodwillandtheoverallorganizationalculture.Thehumancapital
representsthecorevalueofthefirm;nonetheless,knowledgecannotbeconsideredas
staticandthereforeitcannotbeimmobilized.Knowledgeisacontinuouslyevolving
asset.Infact,afirm’scompetitiveadvantagecanhardlybedefinedbyknowledge;rather,
itisderivedfromitscapacitytoevolve,transform,reuseandcreatenewknowledge,
throughbothcompetence-enhancingandcompetence-destroyinginnovation.
3.2.2Internationalcharacter
Lastbutnotleast,MEPdisplaysaverysolidinternationalcharacter,mainlyrepresented
bythenatureofthecompany’ssalesvolume,whichwellexceedsthealreadyremarkable
numbersidentifiedbyLuigiSerioandmentionedinchapterone.Specifically,87,5%of
MEP’sturnoverderivesfromforeignmarkets,whicharereachedthroughdirectsalesor
77
throughtheGroupleader’ssubsidiaries,guaranteeingsalesinover128Europeanand
non-Europeancountries:“Thecompanycouldneverderiveitsentireturnoverfroma
domesticmarketalone;asinglemarketwouldbetoosmallforustostayinbusinessand
generateprofit”(Dr.VitoRotondi,CEO&ManagingDirectorofMEP).
Todate,about11000machineshavebeeninstalledallaroundtheworld,andabout82%
ofthemachinesproducedupuntilnowarestillfunctioning.
Internationalmarketsarereachedthroughbothexportandthewholly-owned
subsidiaries,salesrepresentativesandagents.Specifically,thecompositionofMEP
Groupisasfollows:
• MEPS.p.A.isthegroup’sheadquarters;
• MEPMW(Mesh&Weld)s.r.l.isspecializedintheproductionofMeshWelding
equipmentandplants;
• PROMOSTARs.r.l.isspecializedintheproductionofcoldrollinglines;
• MEPNorthAmericaCorp.ensuressalesandservicesintheAmericaGreaterUS
area(USA,Canada,Mexico);
• MEPIBERICAS.L.ensuressalesandservicesintheIberianmarket;
• MEPASIACo.LtdensuressalesandservicesintheEastAsia-GreaterChina&
Japanarea;
• MEPBRAZILLTDAensuressalesandservicesintheBrazilianmarket;
• MEPFRANCES.A.ensuressalesandservicesintheFrenchmarket;
• INNSTAHLTYROLG.m.b.H.ensuressalesandservicesintheDACHarea;
87,5%
12,5%
Sales
Foreign markets Domestic Market
78
• MEPPOLSKASp.ensuressalesandservicesinthePolishmarket;
• MEPVOSTOKLtdensuressalesandservicesintheCommonwealthof
IndependentStates(CIS);
• S.C.SAVJETOVANJEIUSLUGEd.o.o.ensuressalesandservices;
• StrojoMetald.o.o.ensuressalesandservices.
Moreover,ACM(AutomatismiCostruzioniMeccaniche)isMEP’spartner,specializedin
Research&Development.
79
Someoftheabove-mentionedentitiesareactualfully-ownedsubsidiariesderivedfrom
agreenfieldtypeofFDI(ForeignDirectInvestment),whileothersarepartners:an
exampleofthefirstisrepresentedbyMEPNorthAmerica(wholly-owned:100%),while
anexampleofthesecondisrepresentedbyPROMOSTAR(partially-owned:18,80%).
EventhoughMEPdoesnotfitintothesizestandardstobedefinedas“big”,intermsof
bothemployeesandturnover,thestronginternationalcharacterandthemarketshare
wouldconvinceotherwise:“Thedimensionalargumentcanbemisleading.Inmy
opinion,havingan80millionturnoverwithina600millionmarketisbetterthanbeing
bigandyethaveasmallsharewithinanimmensemarket.[…]Weconductbusinessin
128countries,rangingfromBraziltoRussia,allthewaytoAustraliaandKorea”(Dr.
VitoRotondi,CEO&ManagingDirectorofMEP).
80
3.2.3Empoweringpeople:theMEPBusinessSchool
TheMEPBusinessSchoolwasfoundedonFebruary8th,2016,after50yearsfromthe
foundationofthecompany.Ithasbeenthekeytoempowerpeoplewithinthe
organizationeversince,butithasanotherimportanttask,too:itisoneofthemain
actorsresponsiblefortheimplementationofchangeacrossalltheorganizational
functionsandlevels,representingthelinkbetweentopmanagement,lower
managementandworkers.AccordingtoAndreaMarinoCerrato,DirectorofMEP
BusinessSchool,knowledgeisoneofthemostvaluableassetstheorganization
possesses.TheMEPBusinessSchoolhastheaimoffurthervaluingthehumancapital
anditscreativepowerthroughthedevelopmentoftechnologicalandorganizational
competencies.Thishasdifferenttypesofutility:analysingdifferentprofessionalfigures,
implementingthelevelofcommunicationbetweenthemandcreatingalinkbetween
peopleandtheexternalenvironment,inordertoimprovethecompany’soverall
performance.However,whenitcomestochange,thedevelopmentoftechnological,
technicalandorganizationalcompetenciesisnotenough;inordertoimplementchange,
peoplemustunderstandtheurgencyandbeawareofthenecessity:“Theawarenessan
individualcanonlyacquirethrougheducationistheoneelementallowingforchangeto
actuallyhappen”(Mr.AndreaMarinoCerrato,ICT&MGNTSystems-MEPBusiness
SchoolDirector).
Theinternalacademyhasbeenveryactiveoverthepastfouryears,organizingoverone
hundredcourses,addressingover560individualsthankstotheeffortsof43teachers
andlecturers,constantlyengagingintheimplementationofcontinuousimprovement
(kaizen).Itisthekeytofreepeoplefromthecompetencytrap,teachthemhowtothink
outoftheboxinordertocreatethesparkofinnovation.Perfectlydescribingtheopen
innovationmodel(chapterone),theacademyorganizesopen-days,workshops,practical
trainingandactivities,collaboratingwithsuppliers,universities(UniversitàBocconi,
PolitecnicodiMilano,UniversitàdegliStudidiUdine,UniversitàdegliStudidiTrieste),
BorsaItalianaaswellasotherpartnerssuchasCiscoandBoschTEC.
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TheOpenDaysinvolvedmorethan25lecturers/speakersandmorethan150
participants;theEventsinvolvedthan25lecturers/speakersandmorethan500
participants;theCoursesinvolved,asmentionedabove,morethan560participantsand
over43teachers/speakers.Lecturesrarelyconsistofameretheoreticalapproach;in
thevastmajorityofcases,theoryisputintopractice:“Withintraining,theoryaloneis
neversufficient;experienceisneededaswell,whichcanbeacquiredthroughpractical
understandingonly”(Mr.AndreaMarinoCerrato,MEPBusinessSchoolDirector).
Lecturersare:
• thirdpartiesandexternalprofessionals:(I.R.E.S.Fvg,ConfindustriaUdine,C.C.I.A.
Udine,Saloned’Impresa,McKinseyLEFandothers);
• internalmanagement(headsoftheorganizationalfunctions);
• suppliers(e.g.BoschTec,CiscoSystems,BureauVeritas,FestoAcademy,Savino
DelBeneSpaGlobalLogistics,TecnestSpa,EurosystemsSpa,PuntosicurezzaSrl,
ElectroGraphics,ITRSystem,TecnoAntincendio,Sine,SeaGruppo).
Thereasonforsuchdeepinteractionwithexternalinstitutions,partnersandsuppliersis
thecreationofthesubstratumonwhichorganizationalchangeandinnovationcanbe
built:
MEP Business School
Open Days:- Bosch ed.2017 -
2019- Atos Technology
Days- R&D Meetings:
UNITS, UNIUD
- Recruitment Day
Events- Fabbriche Aperte 2016-17-18
- Borsa Italiana - Elite Group- Lean Experience Fsctory -
McKinsey, Cisco, Saiv- Progettare il Futuro -
Confindustria, BancaIntesa- Salone d'Impresa
- Osservatorio PMI - Global -Consulting, IC Partners
- Fiera del Lavoro - 2017-18-19
Courses- Governance
- HR Development - Technology - Production
- Art- Supply Chain
- Comm. & Social- Marketing - Linguistic
- Health & Safety
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Asdescribedinchaptertwo,itoftenhappensthatorganizationalchangeisbornatthe
higherlevels,anditislaterspreaddownstreamthankstoaguidingcoalition,ateamof
changeagentsguidedbyaleader.Fromthere,thenextstepistoinvolveemployeesand
workersinsuchawaythattheyrecognize,accept,promoteandimplementthe
transformationsthemselves.Educationbecomestheengineofchange,learning
processesandculture,promotinginnovationandallowingforboththeoptimal
exploitationofexistingknowledgeandtheexplorationprocessofuntappedknowledge
andopportunities.Theknowledge,know-howandcompetencedevelopedoverthe
yearshavebeeninthepastandaregoingtobeintheyearstocomethecompany’s
primarystrengthsanddistinctivetraits.Itistruethatinnovationispromotedinternally
thankstotheMBS(MEPBusinessSchool).However,thesourceofinnovationcanhardly
beconsideredtheorganizationitself,exclusively.Thecollaborationwithexternalactors
belongingtothevaluechainhasgivenagreatcontributiontotheempowermentof
peopleandtotheimprovementoftheircompetencies:“Asuppliercanbecomea
valuablepartner,workingwithussidebyside.Wehaveengagedinseveral
collaborationswithexternalactorsinthepast,withthefinalaimofdeveloping
incrementalandinnovativesolutionsforourproducts.Wethinkthisistherightpath”
(Dr.AnnaPizzale,QualityManagerofMEP).Theopeninnovationmodelthereforecalls
forthenecessitytoabandonself-reliance,openinguptoexternalcontamination.
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Thecompany’stechnologicalandtechnicalcompetencesmayhavebeenenoughtonot
onlystayinbusinessbutcreatealeadershippositionevenaftertheestablishmentof
competition;today,however,thenewexigenciesandcomplexityimposedbythemarket,
thatisthechangeofconsumers’needsandtheconsequentincreasedcomplexityofthe
outputdelivered,broughtinturntothenecessitytorethinkinternalorganization,too.
ThekeyexampleisrepresentedbytheaforementionedTechnologySolutionProvision:
eventhoughthetechnologicaleffortgivesbirthtotheproductitself,itneedstobeput
sidebysidewithamultitudeofprocesseswhichinturnmustbebackedbytheinternal
structureandorganization,asforinstancepreandafter-salesassistance,servicesand
sparepartsdelivery,constantinformationflowswithclients,attentiontopeculiar
necessitiesoruniquerequests.Whilecomplexityincreases,yesterdayandtoday’s
scenariosshareonecommonandcrucialelement,representedbythehumancapital.
Thatiswhyempoweringpeoplecanbeconsideredasourceofcompetitiveadvantage,
anelementofdifferentiation,andthatiswhytheimportanceoftheMEPBusinessSchool
cannotbeoverstated.Whileproductcomplexityismanagedbyexperttechnicians,
businesscomplexityhastobemanagedbycompetentmanagers.Thedescribedscenario
impliesanimportantshiftfromapurelytechnology-driventoacombinedtechnology
andmanagement-drivenbusiness.Managerialcompetencescanthereforenotbeabsent.
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3.3Sustainablechange:implementationandstrategicdirection
Itisclearthattheabovedistinctivetraitsdepictamedium-sizedcompanythatpresents
atechnology-based,customer-orientedandinnovation-orientedbusinessmodel,
allowingMEPtoleadandexcelonthemarket.
Overthepastfiveyears,thecompanystartedaninternalinnovationprocess,
comprehendingavarietyofaspectsasinternalorganization,amoremarketing-oriented
strategywhichledinturninanincreaseofthecompany’spublicvisibility,renewed
corporatefinance,corporategovernance,andlastbutnotleast,anincreaseofthe
attentiontowardsenvironmentalandsocialissues.Suchimportantchangesguaranteed
asteadygrowthoverthepastyears,intermsofbrandreputation,brandawareness,
salesrevenueandprofits,whichinturngeneratedanewallocationofresourcesin
termsofhumancapitalandnewattentiontoaspectswithinthedailyactivity,previously
partiallyorcompletelyunknown.
Suchkeytransformationshavebeenacknowledgedandrewardedonseveraloccasions:
• December2014:MEPisassignedthefirstAntitrustStaroftheLegalityRating
releasedbyAGCM(AutoritàGarantedellaConcorrenzaedelMercato);
• April2015:MEPS.p.A.participatesintheELITEPROJECTatLSEG,Borsa
Italiana;
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• February2016:MEPobtainstheUNIENISO9001CertificationbyBureau
Veritas,inaccordancewiththerequirementsoftheQualityManagementSystem
standards;
• March2017:MEPisawarded“LeFontiAwards”forTechnologicalInnovationin
theindustrialmanufacturingsector;
• May2017:ELITECERTIFICATE,BorsaItaliana;
• October2017:MEPisawardedthe“PremioAmbrogioLorenzetti2017”for
CorporateGovernanceandSustainability;
• December2017:MEPparticipatestothe“ELITEBASKETBOND”,inpartnership
withBancaFinint;
• March2018:MEPisawarded“LeFontiAwards”forFinancialExcellencein
BorsaItaliana;
• July2018:MEPisassignedtheA++BehavioralAssessmentandtheA+Financial
AssessmentbyCreditDataResearch,usingRiskCalcfromMoody’sAnalytics;
• October2018:MEPisassignedthethirdAntitrustStaroftheLegalityRating
releasedbyAGCM(AutoritàGarantedellaConcorrenzaedelMercato);
• November2018:MEPisthewinnerof“LeFontiAwards”forFinancial
Communication;
• February2019:MEPobtainstheUNIENISO14001CertificationbyBureau
Veritas,inaccordancewiththerequirementsoftheEnvironmentalManagement
Systemstandards;
• November2019:MEPisawardedtheprize“LeFontiAwards”forNon-Financial
Communication.
Theaboveawardsandcertificationsdonotrepresentthefinalobjectivetoreach;rather,
theyrepresentastartingpointonwhichfurtherimprovementhastobebuilt:they
representbyallintentsandpurposesKotter’sshort-termwinsdescribedinchaptertwo.
Theacknowledgementonbehalfoftopmanagementofthefactthatthekeytolong-term
successistobefoundintheabilitytoguaranteethesustainabilityofalltheprocessesin
lightofboththeeconomicenvironmentandthebroaderglobalissuesbroughtthe
attentiontothecreationofSustainableValue,identifiedinchapteronewiththetriple
bottomline.Inthissense,changemanagementtoolssuchaskaizen(constant
improvement)andleanprinciplesplayedakeyrole.
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Nottoolongago,sustainabilitywasnottakenintoconsiderationbycompanies
worldwide;today,onthecontrary,manyofthemseesustainabilityasastrategic
opportunityandpursueit“asanoperationalcompetence”(Lueneburger&Goleman,
2010).Theimplementationofsustainablechangereliesonaseriesofsteps,easily
inscribableintoKotter’seightstepmodelforchange.Asmentionedinchaptertwo,
Kotterhimselfargued,in1996,thatenvironmentalpressureswouldincreaseinthe
closefuture,causingorganizationstotransformaccordingly.Thisstatementdoesnot
necessarilymeanthattheeight-stepmodelhedescribeshastobeappliedtosocialand
environmentalissues,butitcertainlycan.Inordertosuccessfullyimplementanddrive
sustainabilityinitiativesthroughanorganization,therehastobeaclearpathcomposed
ofdifferentstages.LueneburgerandGolemanproposeathree-stepmodeltodoso.
Thefirstphaseconsistsofmakingaclearcaseforchange.Beforeanorganizationfirst
facesenvironmentalchallenges(ordecidestofacethem),ithasareactiveapproachat
best,beingunawareoftheopportunitiesthatcanderivefromthem.Reactivityis
unconsciousatfirst,butithastobecomeconsciouslateron,thankstotheeffortofa
leaderwhoisopentocooperationandisabletoinfluenceotheractors.Evenifthe
companystartsengagingwithsustainability,itusuallydoesnothaveasolid
understandingofitstruemeaning.Thisiswhyinthefirststepitiscrucialtoidentifykey
–eventhoughsomewhatimprecise–riskandopportunities.Alongwithcollaboration
capabilities,thesustainabilityleadermustpossesschangeleadershipcompetences:
vision,dedication,open-mindedness,communicationskills,empathytounderstandthe
involvedstakeholders’needsandmotivations,aswellastheabilitytoinstillchangeinto
theveryfabricoftheorganization.Ultimately,theleadermusthavetheclevernessto
identifybarriersandperseverancetoovercomethem.Theremightnotbeacompletely
cleardirection,yet;theleaderhasthereforethetasktodealwithambiguityandstill
guidethechangeprocess.Itbecomesclearthattheleadercannotactonhisown;a
sustainabilitycommitteecanbeinstituted,composedofkeymembersidentifiedby
someessentialprerogatives;themembersshouldbeinapositionwithinthe
organizationwheretheycaninfluenceothers,theyshouldallbelongtodifferent
functions,theyshouldbedecisionmakers,theyshouldn’tbetoosoftand,ofcourse,they
mustsharethevision.Theleader,togetherwiththesustainabilitycommitteeanddriven
bytheneedforchange,hastoframeandadvocatechange,translatingitintoissuesthat
mattertomanagers,pointingoutthesustainability-relatedfactorsthatcan–andwill–
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bringcommercialoreconomicrewards.
Thesecondstepisrepresentedbythealignmentbetweenthesustainabilityinitiative
andtheactualeconomicvaluecreation.Theultimategoalistodeliverresultsthrougha
strongawarenessofthepotentialofthesustainability-orientedchange.Tangible
projectsandrealinitiativeshavetodelivermeasurableimprovements,throughthe
actionofthesustainabilityleader,whosevisionintranslatedintoacomprehensive
programwithsingestepsthatcanbetrackedthroughclearmetrics.Oneofthemain
difficultiesthatcouldbeencounteredisrepresentedbythefactthatasustainability
initiative,beinglong-termorientedandforward-looking,maynotdeliverinstantand
measurableresults.However,itiseasytostepintothefallacyoffailingtorecognizethe
ineffectivenessoftheinitiativeitself;iftheforecastedperformancefallswellshortof
expectations,correctiveactionmustbetaken.Moreover,eventhesmallestofshort-term
wins,asdescribedinKotter’smodel,canhaveahugeimpactonareasnotdirectly
referringtofinancialmatters.Eventhoughthesustainabilitycommitteeiscomposedof
memberswhounderstandtheneedforchangeandaredrivenbyit,thegenerationof
short-termwinsisoneoftheveryfewwaysthroughwhichitispossibletokeepthe
beliefinthesustainability-orientedchangehigh,sinceitsprogressivedecreaseafterthe
initialenthusiasmisnotuncommonbyanymeans.Furthermore,asKotterpointsout,
theexistenceofpositiveeventhoughsmallresultshavetheimportantconsequenceof
thediscouragementofcriticsonbehalfofpeoplewithintheorganizationwhodonot
understandoracceptthechange,orevenworsetheyactivelyobstructit.This
phenomenonisoftenlinkedtotheissueofpeoplebeingirreplaceabledescribedin
chapterone,anditispartofthereasonwhyirreplaceableresourcesaredifficultto
manage;ofcourse,theabovestatementismadeupontheassumptionthatespeciallyin
smallandmedium-sizedenterprisesthereasonforapersonbeingirreplaceableis
connectedtothefactthattheyhavebeenwithintheorganizationforyear,often
decades;theyhavethereforefallenintotheirowncompetencytrap,wherechangeis
seennotonlyasunnecessarybutevenanobstacletothefirm’ssurvival.Their
perceptionofawell-functioningandsustainablecompanyissetinstoneanddoesnot
contemplateanydivergencefromthewaysthathaveworkedinthepastupuntilnow.
Thesepeople,whoareparadoxicallyenoughamongthemostvaluable:hard-working,
experienced,loyal,knowledgeableandpassionate,arethesameoneswhopotentially
representthegreatestbarriertochangeandinnovation,sincetheirvirtuesdonot
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comprehendtheabilitytoexplorenewknowledge,newwaysnordifferentstrategic
directions.Thesecondstepofasustainability-orientedinitiativethereforegoesfurther
thanjustbeingabettercorporatecitizenwithregardstosustainability.Instead,itis
aboutproactiveimplementation,internalefficiencyandcommercialgainsthroughthe
creationofdifferentiatedvalueforcustomersorendconsumers(Lueneburger&
Goleman,2010).
Thethirdandlastphaseconsistsofthestrengtheningofthecommercialorientation,
accompaniedbyalong-termstrategicapproach,leveragingsustainabilitytofurther
reachcompetitiveadvantage,anticipatingsustainabilitytrends,evaluatingtheunfoldof
futureopportunities.Alltheaboveimpliesapossiblefurthertransformationofthe
organizationalassets,capabilitiesandpartnershipsaswell.Thesustainabilityleaderhas
tokeepfindingwaystorunthebusinessandgenerateprofitwhilenothavingtofear
environmentaldegeneracynorsocialissues,anticipating,benefittingandeven
influencingsustainability-relatedregulatorychanges.Thisapproachfitstheconceptof
openinnovationdescribedinchapterone,inwhichadeeperengagementwithexternal
stakeholdersandinstitutionscangeneratenewchangeandinnovationcapabilities.As
mentionedbefore,decisionsaretakeninfavorofoptimalsolutionsalsocommercially
speaking,buttheexpandedtimehorizonbroughtbyalonger-termapproachto
sustainabilityinitiativescansignificantlyreducetheburdenofthecostsfacedduringthe
earlystages,makingitpossibletoengageininitialinvestmentsandfavorreturnsinthe
longrunovershorttermbenefitsthatwouldleadtoprobablebacklashesdowntheroad.
TheseinvestmentscanforinstanceconsistoftheadoptionofPLM(ProductLifecycle
Management)systemstoconductlife-cycleanalysisofproducts,therebyreaching
internalefficiency,theobtainmentofthird-partyenvironmentalcertificationsandclaim-
verification,andevencollaboratewithenvironmentalstandard-settingbodies.
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Basedon“TheThreePhasesofaSustainabilityInitiative”,TheChangeLeadershipSustainabilityDemands
MEPhasstartedindeedagreeninitiative,recognizingthemultidimensionalnatureof
valuecreation,embeddedwithinthebroaderdriveforfirm-levelsustainability.
Asustainabilityleaderwasidentified:theHSE(HealthSafetyEnvironment)
Sustainabilitymanager,whohasthetaskofdevelopingenvironmentalandsocial
solutionswithinthecompany,underthestrategicvisionandguidanceoftop
managementandfrombothacorporateandoperationalperspective.Thecasefor
sustainablechangehasnotonlybeenmade,butithasinrecentyearsshiftedtowardsan
alignmentbetweenenvironmentalvalueandeconomicvalue.Thisistestifiedbythe
obtainmentoftheUNIENISO14001Certification,releasedbyBureauVeritas,
specifyingtherequisitesoftheenvironmentalmanagementsystemanorganization
mustpossessinordertodevelopitsenvironmentalperformance.Thecertificationhas
theaimofsettingaframeworktheadoptingorganizationcantofollowinorderto
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implementaneffectiveenvironmentalmanagementsystem.Itguaranteesthecompany’s
internalmanagement,workersandexternalstakeholdersthattheenvironmentalimpact
oftheorganization’sdailyactivitiesisnotonlybeingeffectivelymeasured,itis
constantlyimprovedaswell(www.iso.org,2015),allowingtheaccessofpreviously
untappedresourcesandpartnerships.Thebetterenvironmentalperformanceis
achievedthroughmoreefficientuseofresources,reducedwasteproductionormore
efficientandecologicalwastedisposal;allthisdirectlyimpactsthecompany’simageand
trustworthinesstowardsexternalinstitutions,suppliers,clientsandstakeholdersat
large.TheISO14001standardcanbeappliedtoanytypeoforganization,inan
indiscriminatemanner,independentlyfromitsnature(for-profit,non-profit,
governmental)orsize(InternationalOrganizationforStandardization,ISO14001-Key
benefits,2015).Itrequiresanorganizationtoconsidertheenvironmentallyrelevant
matterswithregardstoprocessesandoperations,suchaspollutingemissions,waste
andsewagemanagement,soilcontamination,resourceuseandresourceefficiency.
Furthermore,muchliketheothermanagementsystemstandards,itisdeeplyrooted
intotheconceptofconstantimprovement(kaizen),leanpractices(e.g.wastereduction),
andDeming’sPDCAmodel,whicharedescribedinchaptertwo.Themostrecentversion
ofthestandard(2015)furtherdeepenedstrategicaspectstobeinfluenced,likefor
instancethestrategicplanningprocess,agreaterinputfromleadershipandan
increasedcommitmenttotheengagementininitiativesimprovingoverall
environmentalperformance.TherearemanypositiveimpactstheadoptionoftheISO
14001environmentalmanagementsystemcertificationhasprovedtohave,asthe
demonstrationonbehalfoftheorganizationofthecompliancewithcurrentandfuture
regulatoryrequirements,increasedemployeeengagementandleadershipinvolvement,
financialgainsandcompetitiveadvantagesthroughcostreductionandefficiency
increase,improvedcorporatereputationtowardsthestakeholdersandthecommunity,
betterenvironmentalperformanceonbehalfofthesuppliersintegratedinto
organization’snetwork:“Wheneverwehavetochooseasupplier,qualityandpriceare
nottheonlyvariablestakenintoconsideration;environmentalfactorsplayarole,too.
Welookatfactorssuchascertificationsortheadoptionofformalmanagementsystems
onbehalfofactualandpotentialsuppliers.Similarly,therehavebeeninstancesinwhich
certainclientsofourshaveaskedaboutusbeingcertified.Themarketisdevelopinga
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perceptivenessandsensibilitytowardsenvironmentalfactors”(Mr.ClaudioMiconi,HSE
–SustainabilityManagerofMEP).
Asmentionedbefore,theISO14001certificationisassociatedtoDeming’sPlan-Do-
Check-Actcycle,towhichitexplicitlyrefers(InternationalOrganizationfor
Standardization,committee.iso.org,2015).
ISO14001:2015PDCAmodel(committee.iso.org)
ThePLANphaseconsistsoftheimplementationandobservanceofproceduresto
identifyenvironmentalaspectswithintheorganization,bydefiningthewaythrough
whichprocessesandactivitiesimpacttheenvironment.Todoso,asetofevaluation
criteriahastobedefined,specificallyfortheindustrytakenasreference.Inthecaseof
MEP,operatinginthemechanicalindustry,thefactorshavingadirectimpactonthe
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environmentarepollutingemissionsderivingfromtheweldingandpaintingprocesses.
Environmentalgoalsneedtobeset,alongwiththeenvironmentalprogramstoallow
actualimplementation.
TheDOphaseconsistsofthedefinitionofresources,rules,responsibilitiesand
authorities;inaddition,amanagementrepresentativehastobenominated,who
becomesresponsiblefortheenvironmentalmanagementsystem:MEP’sHSE
Sustainabilitymanager.Moreover,proceduresmustbeputinplaceinordertomaintain
thealignmentbetweenenvironmentalgoalsandthecompetences,educationand
awarenessofthepeoplewithinthefirmwhoseactivitieshavesomekindof
repercussionofsaidgoals.Thisismadepossiblethankstotheconstantandcontinuous
educationprovidedbytheMEPBusinessSchool,throughtensofcourseseachyear,
destinedtopeoplebelongingtoallorganizationallevels.Anefficientcommunication
mustbeestablished,too,bothinternallyandexternally-oriented.Allprocedureshaveto
beformalizedinordertobeaccessed,tracked,modifiedandupdated,andalloperations
andactivitieshavetobecontrolled.Factorswithanegativeenvironmentalimpactcan
thereforebediscoveredandreducedaccordingly.
TheCHECKphaseconsistsofsurveillanceandmonitoringofalltheabovethroughthe
implementationofmonitoringproceduresofoperationswithpossiblysignificant
environmentalimpacts,whereastheACTphaseconsistsofthere-examinationprocess
onbehalfofthecompany’stopmanagement.
Withintheaboveframework,MEPwasabletoconductseveralenvironmentally-
orientedchangesfromanoperationalperspective.Anexampleisrepresentedby
circulareconomy,whichevenbecomesindustrialsymbiosis:acollectiveapproachto
circulareconomyinvolvingthe“physicalexchangeofmaterials,energy,water,and/or
by-products.ThekeystoIndustrialSymbiosisarecollaborationandthesynergistic
possibilitiesofferedbygeographicproximity”(Chertow,2000).Specifically,theferrous
materialderivingfromthetestsconductedontheproducedmachinesisdeliveredtoan
externalactorwhomeltsitandreusesitwithinthesameindustry,producingoutputsto
besold.Industrialsymbiosisnotnecessarilyimpliesaneconomiccompensation:
materialssuchaswoodandpaperaremuchlessvaluable,forinstance.Inthecaseof
iron,however,thematerial’svalueisacknowledgedandpaidfor,confirmingthe
coexistenceofenvironmentalandeconomicvaluegeneration.Anotherexampleis
representedbytheuseofwater-basedvarnishwhenpaintingthemachines’
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components,whichisnotonlyenvironment-friendlysinceitimpliesthereductionof
pollutingemissionsintheatmosphere,butitevenimprovesworkers’safety,allowing
themtoworkinamoresalubriousenvironmentthankstothereducedpresenceof
solventanditdrasticallyreducesthehazardoffire.
Socialsustainabilityplaysagreatrole,too.Asshownearlierinthischapter,MEPwas
awardedthefirstantitruststarofthelegalityratingin2014,releasedbyAutorità
GarantedellaConcorrenzaedelMercato;thethirdstarwasawardedin2018.The
legalityratingwasintroducedin2012.Ithastheaimofpromotingethicalbehavior
withinItaliancompaniesthroughtheassignmentofaratingbasedontheleveloflegal
complianceandtheattentionplacedonthecorrectbusinessmanagement:ethical
corporatebehaviorisjudgedandrewarded.Beingawardedthreestarshasimplications
thatgofurtherthantheimprovementofthecompany’simage:theaccesstofinancial
resourcesgrantedbyfinancialinstitutesisfacilitatedaswell,perfectlydisplayingthe
coexistenceofsocialandeconomicsustainability.
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95
Conclusions
Theincreasedcomplexityoftheglobaleconomicconditionsaswellasthesocialand
environmentalpressuresareshapingorganizationsworldwide,forcingthemtorespond
andtransformaccordingly.Medium-sizedcompaniescomposingtheItalianeconomic
fabricmakenoexception.Theanalyzedcasestudyhasbeenconductedtoinvestigate
whetherthepeculiarmanagementmodeladoptedbymedium-sizedItalianchampions
canbetherightanswertothenewstrategicrequirementsandwhetheritissustainable
overthelongrunaswell.Todoso,twomainaspectsweretakenintoconsiderationand
describedfromatheoreticalperspectivebyconductingareviewoftherelevant
literatureonthematter:thedistinctivetraitsoftheItalianmedium-sizedEnterprises
(chapterone)andthedescriptionofavarietyofchangemanagementmodelsaswellas
theirevolutionovertime,whichhavebeen–andcanbeinthefuture–usedtoguide
organizationalchangewithinsmall,mediumandbig-sizedcompanies(chaptertwo).
TheItalianmedium-sizedchampionsareidentifiedbysomedistinctivequalities,many
ofwhich–almostallofthem–arefoundinthecompanytheempiricalstudyhasbeen
conductedin.Thestronginternationalcharacterisdemonstratedbysomekeynumbers
exceedingtheItalianaverage:foreignsalesaccountfor87,5%ofthewholeturnover;
businessisconductedin128countriesworldwide;themarketofreferenceisaniche,in
whichthecompanyisthemainleaderholdinga23-24%marketshare,andasfarasthe
governancestructureisconcerned,thefoundingfamily’sparticipationwithinthefirmis
strong,accompaniedbyasignificantmanagerialpresence.Changemanagementmodels
provideaframeworkthroughwhichorganizationalchangehasbeenconductedandcan
beconductedinthefuture,regardingcorporategovernance,financialmanagement,
humanresourcesmanagement,therelationshipwithstakeholders,theapproach
towardsinnovationandsustainability-orientedorganizationalchange.Specifically,far-
Easternmanagerialinfluencessuchastheconceptofkaizen,Deming’scycle,lean
practicesandKotter’seight-stepmodelhaveguidedtheimplementationofavarietyof
transformations.
Theevidencegatheredduringtheinternshipandthefollowingworkexperiencein
M.E.P.MacchineElettronichePiegatrici,medium-sizedItaliancompanyoperatinginthe
BusinesstoBusinessindustry,testifiesasteadygrowththathastakenplaceinrecent
years.Specifically,asgraphicallyrepresentedinchapterthree,saleshaveincreased
96
steadily,alongwithotherkeyfigures(EarningsBeforeInterest,Taxes,Depreciationand
Amortization,NetFinancialDebt/Shareholders’Equity).Businessandfinancialfigures
arenottheonlyevidencesupportingthehypothesisofthecompany’sgrowthand
sustainability.Corporategovernancesupportedbyastrongmanagerialpresencehas
representedthekeytothefirm’sinternalandexternaldevelopment,astestifiedbythe
recentaccomplishmentslistedinthelastchapter.
ThesumofboththeuniquebusinessmodeloftheSMEsandthesuccessfulmanagement
oforganizationalchangehadasaresultthegenerationofmultidimensionalvalueand
sustainablegrowthanddevelopment.
Theempiricalanalysis,however,displaysapotentiallycriticality,whichisrepresented
bythepersonalinvolvementwithinthestudiedorganization:thethree-month
internshipconductedinM.E.P.wasfollowedbyanactualhiring.Ononehand,the
possibilitypresenteditselftoconductfurtherresearchanddirectobservationofthe
studiedphenomena.Ontheother,onecouldarguethatthedeeperinvolvementcould
generateabiasaffectingresearchobjectivityandconclusions.Specifically,theriskof
describingthefindingsinacelebrativewayratherthananimpartialoneexists.
However,theawarenessofsuchpotentiallycriticalfactorledtotheeffortofcontrolling
andthereforecontainingthebiasitself.
Toconclude,thebusinessandmanagementmodeloftheItaliansmallandmedium-sized
enterpriseshasprovedtobesustainablefromamultidimensionalperspective.The
evidencesuggeststhatthekeytosuccessisalsostronglyrelatedtotheabilityof
managingtheincreasingcomplexitythatderivesfromeconomic,socialand
environmentalmatters,testifyingthekeyroleofcompetentmanagerialfiguresinfirm
sustainability.
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Appendix
InterviewsconductedduringtheinternshipinM.E.P.MacchineElettroniche
Piegatrici
Interviewees:
• Dr.VitoRotondi:CEO&ManagingDirectorofMEP;
• Ms.MichelaDelFabro:memberofMEP’sfoundingFamilyandCEOofACM,MEP’s
R&Dpartner;
• Mr.AndreaMarinoCerrato:ICT&MGNTSystems-MEPBusinessSchool
Director;
• Dr.AnnaPizzale:QualityManager;
• Mr.ClaudioMiconi:HSESustainabilityManager.
Interview1:Dr.VitoRotondi
IlsignificatodiGovernanceèdivenutonegliultimiannisemprepiùcomplessoed
articolato,includendounanozionediValorecomposita/multiforme,chesispingeoltreal
significatoeconomico.QualèlaposizionediMEPinmerito?
CredosiaverocheiltemadellaGovernancesiadivenutocomplessoearticolato.D’altro
canto,ilmondoèdiventatoanch’essocomplessoedarticolato.Governare,cheèlaradice
digovernance,significaesprimeredelleregole,faredelleistruzioni,deiprincipiedelle
lineeguidanonnecessariamentestringentiperilpiacerediesserlo,mastringenti
perchélagovernance–questaèun’opinionecheriguardaMEP–èiltemadisinapsiedi
correlazioneemotiva,organizzativa,normativa,amministrativadirettafral’aziendaedi
propriobiettivi.Legamevincente,perquantoriguardaMEP,perquantoriguardala
governancediMEP,ècheinquestianni,inseguitoadelledifficoltà,siamoriuscitia
legareilcomportamentoindividualedeisingoliedell’organizzazionealraggiungimento
dideterminatiobiettivichehannoconsentitoilriconoscimentodiratingel’ottenimento
diunaseriediriconoscimentiformalisullabasedeiqualil’aziendaharitrovatol’identità
organizzativa.
Percuilerispostesonodue:sì,MEPhapresoconsapevolezzadellagovernance.La
secondarispostaèchelastessagovernanceperMEPnonsiaadempiereadelle
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normative,maèilriconoscersinellemodalitàconcuisiraggiungonodeterminati
obiettivichericonosconoalorovoltadeterminatiratingemeriticreditiziequindi
reiteranopositivamentequestocircuito,divenutouncircuitoemotivo:lepersone
gioisconodelrating“A+”diMoody’s.Malagovernancenonèquesta.Lagovernanceèil
fattochel’aziendasiriconoscaneiprocessielementarimisurabiliperarrivarea
determinatiobiettivi.Sepoisuccedechegliobiettivinonsiraggiungonoperchéil
mercatononc’è,sec’èunacrisisenzaprecedenti,lagovernanceimpostatasolosul
riconoscimentodelratingperdedicontenuto.
Iltessutoeconomicoitalianoècomposto(oltrechedallemicroimpreseedallepoche
grandiaziende)daimpresedidimensione“media”,concaratterefortemente
internazionalemaconradiciprofondenelterritoriod’origine.QualèilrapportodiMEP
conilterritorioelesueistituzioni,cultura,trattidistintivi?
PerMEPilsuoterritorioèfondamentale.Ioparloconlepersone,vedolarobustezza
emotivadell’azienda,miriconosco;cioèriconosconell’aziendaquellatipologiadi
persona,appartenenteaquestatipologiaditerritorio.
InItaliailtemadimensionalespessoèstatofuorvianteperchéèdiventataletteraturadel
“piccoloèbello”.Avere80milionidifatturatoinunmercatoda600milionidieuro
secondomeèmegliocheavereunfatturatodi1miliardodieuroinunmercato
infinitamentepiùgrande.Inveceiltemadelleradiciedellacaratteristicainternazionale
dell’azienda,quellosì,èpesante,perchésignificasaperinteragireconlapropriacultura
econlesueistituzionietrattidistintivi,servendoefrequentandomercati–128Paesi-
chevannodalBrasileallaRussia,all’Australia,allaCorea.LaMEPèquesto.Comecisi
arriva?Inizialmentecongrandiambizioni,poiperabitudine,epoiperresistenza.
Partefondamentaledellelogiched’impresaèrappresentatadalrapportoconiportatoridi
interessenellalorointegralità:clienti,fornitori,partner,istitutidicredito,società,
comunità…QualèlaposizionediMEPariguardo,equantoècomplessalagestioneedil
mantenimentodell’equilibriotrastakeholdervalueeshareholdervalue?
Ladomandanonèsemplice.Nelmomentoincuisiriesceafarconvergeregliinteressi
degliStakeholder,nonèdifficilegenerarericchezza.Iportatoridiinteresse,fra
stakeholdereshareholderdebbonotrovareunamisuraperesprimereilorointeressi
99
comeclienti,fornitori,partner,istitutidicredito,societàecomunità,collocandosiquali
miglioriinterlocutori.Stakeholdervalueeshareholdervaluesonolegatidalfattoche
ciascunodiessipossaesprimersicomebestinclass.Seiohoilmigliorfornitoreeluivaa
pareggiosuunaforniturapermesullaqualeiovadoapareggiononvisonomarginidi
miglioramentopernessuno;iononpotreifareamenodilui,néluipotrebbefareameno
dime.Peròquestovaadannodeisuoishareholder,deimieiedeirapportifranoi.Poter
offrirequellochenoiriteniamosiaidoneocomeposizionediMEPariguardo,imigliori
indicatori–nonostantelacomplessitàdellagestioneedelmantenimentodell’equilibrio
fraglistakeholdereishareholder–assicuraimarginiatutti.
Lacrisidel2007-2008haaccresciutol’urgenzadipensareadunbusinessmodelnuovo,
capacediconciliareobiettivieconomiciebenesseresociale,superando“lecontraddizioni
delmodellosocio-economicoprecedentechehavistoladisgiunzionetraeconomiae
società”(Cappelletti,Serio,2017).InchemodoMEPhasuperatolacrisi?Quali
cambiamentisonostatinecessari?
Lacrisiharappresentatoforseilprimomomentodellastoriadiquestaaziendanelquale
siètrovatadifrontealdilemmasullapropriaidentitàreale.Chisonoioveramente?La
ripostanonpotevaesseredentroiprodotti.QuandolaCoca-Colasichiedechisiala
Coca-Cola,larispostaè:“laCoca-Cola”.PerMEPèdiverso.MEPnonavevaraggiunto
quegliobiettividiidentificazione,neancheinterminiorganizzativi.Labrandloyaltynon
eradiventatalaloyaltydeidipendenti.
Lacrisidel2007-2008haoffertoun’interpretazionepiùattentaacomegestire
l’organizzazioneeariconoscersi.Nonhacreatoun’urgenzadiridefinireilbusiness
model,perchéilmercatoèabbastanzasonnacchioso,abbastanzalentonell’acquisire
modifichedabusinessmodel.Abbiamofattoun’operazionediproduttivitàedefficienza.
Lacrisicihainsegnatoanchequalcos’altro,però.Cihainsegnatolacapacitàdiconciliare
obiettivieconomiciebenesseresociale.Lepersoneprimavenivanoinazienda,
prendevanolostipendioconsideratoquasiunarendita,andavanoacasaevivevano
socialmentefelici.Illavorononcostituivaperlorounobiettivoattraversoilqualeoffrire
aséstessilamigliorevita.Lapassioneperillavoronascevapiùdall’identificazionecon
uncontenutotecnicochenonlatrasformazionedelproprioozioinunnegoziocapacedi
crearesoddisfazionepersonale.Equestoèstatoilprincipalepunto.
100
Andandoindietroneltempoperfareancheunpassaggioordinato,iononhovistola
“disgiunzionetraeconomiaesocietà”.Nonc’è.L’economianonèdisgiuntadallasocietà.
E’pericolosoaffermarequesto.NonsidevecaderenellatrappolaemotivadiCucciache
dicevachenoiconleimpresepiccolerappresentiamoil“capitalismostraccione”,per
usareterminisuoi.No,perchéprobabilmenteluierailsalottobuonodellagestione
d’impresa.Sonolontanodall’idealismoattraversoilqualepotersirappresentareinborsa
senzaavereicontenutipermeritarlosiacomunqueunapatentedieccellenza.
Lariflessionenonpuònemmenodivenireilrancoredellasocietàneiconfrontidi
un’impresaladdovequestanonportilaricchezza,perchécisarannodelleragionipercui
un’aziendapossaessereandatamale,no?Stofacendounagiustariflessioneintornoal
compromessoeconomia/societàladdovesianodistinteedovepossanotrovaredeipunti
diequilibrio.
Lacomplessitàdell’ambientecompetitivoelacondizionediuncertaintynellaqualele
impreseoperanohannoresofondamentalelapresenzadifigureprofessionaliformate,
competentiecapaci,posteadamministrareleattivitàd’impresa.Qualisonogli
strumenti/modellimanagerialichesonostatiosonodiausilionelprocessodi
cambiamento(menzionatonelpuntoprecedente)?
Qualilecriticità/difficoltàchesiincontrano?
Sicuramentelaprimariflessionedeveesseredicarattereemotivo.Lefigure
professionaliformatedevonoesserecapacidireggereunostresseun’ansiachesi
confronticoniVUCA(ivolatili,incerti,complessieambigui)strumentioprofilidella
vitaprofessionale.Alcunesiformanosulcampodibattaglia;altre,competentiecapaci,
derivanodallaformazioneesterna,parloperme.Iononsareicosìsenonavessifatto
l’esperienzadiunagravecrisiinun’aziendaimportanteemiavesseromandatoa
studiarelagestionedellacrisiaLondra.Piùcisispaventa,piùsiimpara.
Glistrumentiemodellisonofondamentalmentedue:ilportafoglioordinielacassa.Non
sivivedicontoeconomicochiusounmesedopocheilmesesiècompletato,perchélì
siamotuttimorti.Glistrumentiemodellimanageriali,perquantomiriguardasonola
supplychain,ilCRMel’ERP.
Difficoltàecriticità:fondamentalmentederivanodall’utilizzodivocabolarielinguaggi
chequestaaziendaoaltreaziendeprimadellacrisinonavesserovissuto.Ladifficoltà
stanelfarpassarel’ideachenoncisonoalternative.C’èpurtropposempreunindividuo
101
checercaunazonadiconfortonellaqualecollocarsi.Poilecollettivitàdevonotrovare
anchedegliequilibriperséstesse,perchémentreèverocheuninterlocutorepuònon
cercarelapropriaemancipazionesocialenellavoro,èaltrettantoverochegliindividui
cercanodiriconoscersistatusemotivi,organizzativieculturaliaprescinderedallaloro
realecompetenza.Quindil’organizzazionedeveessereingradodiriconoscereilmerito
oggettivo,nonlaconquistadelrisultatoaprescindere.E’untemadietica,dimoraleedi
disciplinadifficilissimo.Poibisognasoggettivarecontinuamente,riconoscereseun
risultatoèepisodico,cosachepuònoncapitarequandosisonofattiisoldi;il
compromessononpuòessereuncompromessodellaissez-faire,perchéaquelpuntosi
distruggel’azienda.L’autoritarismospietatoèpericolosoperchécisiisola,lagovernance
aprescinderedaglielementiumanièpericolosaaltrettantoperchédisimpegnale
soggettivitàalternativerispettoaicanonidiformazioneclassica,ediventadifficile.
Questisonoinostriargomenti,lanostraattivitàquotidiana.
Internazionalizzazione:dallaanalisiempiriche,untrattocheaccomunalemedieimprese
italianeèlafortepresenzaneimercatiesteri.LuigiSerio(2017)parladiunapercentuale
difatturatosviluppatoall’esterospessosuperioreal70%.InMEPtalepercentualesupera
addirittural’85%.
Èunasituazionechepersistedalpassato,oèunatendenzaditempipiùrecenti?
E’unasituazionechenascenelmomentoincuisièbloccatoilmercatoitaliano,stimo
parlandodel2011-2012,edilmercatospagnolo.Sieranocreateduegrandibolle
dell’ediliziacheavevanofavoritolavenditadellenostremacchine,quindilemacchine
venduteavevanopolarizzatoilfatturatoinduemercati,SpagnaeItalia.La
polarizzazioneèpericolosa.QuandolabollaprimainSpagnaepoiinItaliaècrollata,
questaaziendahavistoperderecirca40milionidieurodifatturato.E’stataunacrisi
tremenda.Oggisiamotornati(bilancio2018)aunfatturatoimportante,madistribuito
in128paesi(127piùl’Italia).Comespiegarlo?E’facile.Nessunmercatodomesticopuò
consentireadun’aziendacomelanostradirappresentareil100%delfatturato.L’Italiaè
unpaesetroppopiccoloperavereaziendeinequilibrioeconunutilevendendosolosul
mercatoitaliano,eccezionfattapersettoriemercatiprotetti(leferrovie,adesempio).
102
Interview2:Ms.MichelaDelFabro
Lepersonenellaricercaesviluppoinun’aziendasononaturalmentepredispostead
affrontareiltemadellasostenibilitàodevonoessereeducateaquestonuovopensiero?
Dachi?Comesifaasviluppounacoscienza?Implicaunlassoditempo,quindicome
amministratoredelegatohoduegap:primosonounadonnainunambientemaschile,il
secondoèquellodiessereunasognatrice.Adesempio,ioeVitocicompletiamoquando
parliamodiquestecose.Luièunmanagerpuro,iono.Svolgofunzionimanagerialima
hoancheunaltrocompitoperchérappresentolaproprietà.Forselecosemiglioritrame
eluisononatequandoabbiamodovutounireleforze.
Sitrattadellaclassicaseparazionetraproprietàeimprenditoriaelagestioneeil
management.Èunanecessitàavereunpensierofuoridaglischemi,creativo,ambizioso,
astratto,alfuturo.Questaèlaprerogativadell’imprenditoreenonforsedellafigura
professionalecheamministra.
Iononsonoimprenditricenelsensototaledeltermine,masonocresciutainuna
famigliadiimprenditoriedentrodimec’èilrischio.
Ilrischiodeveesserecalcolatoinquestomomentostorico.Glierroridelpassatoerano
compensatidaun’enormefinanzacheda15anniadogginonc’èpiù;lacrisihaspazzato
viatuttoilsurpluschecipermettevadisbagliare.Oggiunosbaglioimpattainmaniera
importantissimasull’organizzazione.CondividounpensierodiMatteoMarzotto,lacui
famigliaètraquellechehannotrainatolaricchezzadelnordestdelpaese,conun’attività
chepoisièramificata.Oggiesserefiglidiimprenditorièunpesosullaschienaenonsi
puòreplicareilmodellodellagenerazionepassataperchénonsostenibile.Sihannogli
occhipuntatiaddossoec’èunmomentodiscontroconlagenerazionediprimaperchéci
sonodinamichechenonconosce,hapaura,contrastaeblocca.Inpiùinsenoalle
famigliecisonoaltreproblematiche,cisonoaltrielementicheinteragisconosugli
equilibri.Oggileaziendefamiliarisonounmodellocheancorafunziona,cheall’esteroci
guardano.Forsedobbiamolavoraresuquellocheabbiamomafacendoloevolvere.Oggi
leaziendefamiliaridevonorimaneretalipertantiaspetti;sonounmodellovincente,ma
nonbastapiùelacommistionetramanageresternoelafamigliasarebbeassolutamente
ottimo.Ilproblemadelmanagerinaziendefamiliariècheteoricamentenonpuò
scindereleduecose,dire“èsololavoro”ogestireancheleinterferenzedellaproprietà.
103
Seilmanagerriesceadavereentrambelefunzionil’aziendariesceasopravvivere,
altrimentilavedodifficile.
Mitornainmenteunriferimentodiunlibroincuivieneanalizzatoilmodelloitalianodi
managementcheèquellodellapiccolamasoprattuttomediaimpresa;laletteratura
managerialehaconsideratodadecennilafasemediacomeunafasedipassaggiodal
piccoloalgrande,inveceSerioriconosceilfattocheladimensionedelpiccolononhacome
evoluzionequelladelgrande,èunacategoriaaséstantechefunzionaecontinueràa
funzionaresevieneinnovata.
Masaiperchéfunziona?Haunelementocheèuntesoro,cheèlaflessibilità.Una
strutturagrandenonlacambicosìfacilmente.Ogginelmondosopravvivisesei
flessibile.Guardacos’èstatoilgruppoBenettoninVenetoeguardachedisastrohanno
fattoquandohannodecisodidelocalizzare.Lorosonopotentiperchéhannounamente
comeMionallorointerno,hannodiversificatoinsettoristrategici.OggiBenetton
includeununiversoetuttoquellochehannocreatoèstatocreatodaMionper
Alessandro.Esperimentotuttoravalidoadistanzadianni.Acquisisconoquotedipiccole
aziendechecredonopossanoavereunosviluppo.Unamicomio,chehafattobusiness
conloroneglianni’90,hadettochehaimparatoafarel’imprenditorepiùin2-3incontri
delgruppoBenettonedicomesimuovevanochenonneglistudi.Loavevaaffascinatola
velocitànelprendereledecisionielofannotuttora.
ACMèun’entitàlegalmentedistintadaMEP.Qualèilsuoruolonelgruppo?
PerrispondereaquestodevoriepilogarelanascitadiACM.ACMèstataistituitanel
1988,pervolontàdellamiafamigliaedell’amministratoredelegatodell’epoca.L’ideaera
dicreareunluogodelleideeedellaprogettazioneautonomaedistaccatadallarealtà
dellaproduzioneinserie;lelogichedellaricercaedellosviluppo,dellaprogettazionee
innovazionesidiscostavanodaquelledellaproduzioneinserie.Lacommistionedelle
duecosenoneracompatibile.Quindiinizialmentesieradecisodicreareunpiccolo
ufficiodiprogettazionedimassimo5personeconl’unicoscopodicreareeinnovareil
prodotto.Iosonostatasceltaperessereacapodellagestioneamministrativadiquesta
area.Misonodiplomatanel1985,avevoseguitoalcuneareedell’azienda,soprattutto
104
quelleriguardantil’estero;dopo3annierodasolaagestirequestacosanuova.Ero
giovane,inesperta,malamiapaurainizialeèstatatrasformatainuncontagioso
entusiasmo.PoiACMcresce,lepersoneaumentanoenegliannisidecisediaffrancare
allaprototipialarealizzazionediunapre-seriedimacchinarichevenivanodaessa,
ancheperchéquellafasehaun’importanzanotevole.Unasortadioperazionealungo
terminedelcollaudodelprototiposucuiabbiamointerferitoaggiungendopartinuove,
tuttoquestocoadiuvatidaclientistoricichesiprestanoadacquisireprimiprototipiche
fannocrescereinsiemeanoi.OggiACMconta23-24persone,èun’aziendaabbastanza
strutturata,8milionidieurodifatturato,centrounicodiricercaeprogettazione
meccanicaeaerodinamicadelgruppoMEP.Lenostremacchinevengononutritedaun
apparatodinaturaelettronicagestitoinMEP;originariamentevieraunpiccolo
laboratorioelettronicoinACM,mapoieconomicamentenonsièdimostratovantaggioso
creareundoppione.Oggicos’èACM:uncontenitoreincuic’èlaholdingdifamiglia(40%
MEP),èilcentrodiprototipiadelgruppoeancheunthinktankemoltealtrecose,anche
sepersceltaabbiamodecisodiviverequestoruoloinsilenzioelontanodairiflettori.
Ilcompanymotto“thehistoryofinnovation”edilbusinessmotto“Atraditionof
innovation”evidenzianol’importanzadell’innovazioneinMEP.Quantoèimportantenel
gruppolapartediricercaesviluppo?
Vogliosottolinearel’aspettodellacentralitàdell’innovazionechecaratterizzailpassato,
ilpresenteedilfuturo.ÈunelementochecicaratterizzafindagliesordinonsoloinACM
maMEP,aziendacon2caratteristichefondamentali:l’innovazioneedilfattochefu
presentatanonnelterritoriomaall’expodiParigidiqueglianni.Quindialcontempoè
un’aziendanataperessereinternazionaleeloèda55anniadora.Sonoelementi
determinantianchenelmomentodicrisi;l’innovazionepassatahacreatounpatrimonio
brevettualeimportantissimo.Quandoabbiamoaffrontatolacrisil’innovazioneeil
patrimoniobrevettualeelapresenzaintuttoilmondohannofattosìchecisalvassimo,
perquestovoglioricordareilpassatoesperodipotertraghettarequalcosaoltreil
presente.L’innovazioneènelnostroDNAelasfidaperilfuturosaràun’evoluzionedi
un’innovazionechesiasostenibilesiaperl’uomocheperl’ambiente;opportunitàunicae
stimolanteedelementononpresentenelpassatoenemmeno15annifa.Noiabbiamo
sempreinnovatoilprodottoesiamosemprestatiattentialleesigenzedelmomento
105
storico;oradobbiamopoterlocongiungerealdiscorsodellasostenibilitàneilimitidel
possibilenelfuturoepensareaformealternativedisostenibilità,legateadunanuova
cultura(es.imprimerenellepersonechelavoranoquiunnuovomodellodiaziendaedi
sentirelecoseinunadeterminatamaniera;puntareancheadun’evoluzionediun
macchinariosemprevalidocheconopportuniaccorgimentisiapiùconsonoainuovi
obbiettivi).Sonopassiobbligatimacambiamentichedevonoavereunlorotempo,per
coinvolgerel’interacomunità;cambiareilpensierocomunenonèsemplice,soprattutto
quandonontoccaelementidisopravvivenzaequindinonsembraunanecessità
immediataebisognaeducarloavedereoltre.Percuimisentodidirecheperilfuturo
cheègiàiniziatodesiderofortementeun’innovazionea360gradi.
Leattivitàdiricercaesvilupposonorivoltesoloall’innovazionedelprodottooanchedel
processo?
Sonorivolteall’innovazionediprodottoinprimismaanchediprocesso.Icambiamenti
degliultimiannisonostatitotalietotalisarannoancheleinnovazioniinfuturo.
Studieremonuovesoluzioniperl’evoluzionedelnostroprodottomaavremosemprepiù
unocchiodiriguardoperl’ambienteincuiimacchinaridovrannolavorare.Saremoin
gradodiproporresoluzioniperilprocessolavorativoel’efficaciadellacomponentistica
saràmonitorata,assistitaeottimizzata.Èun’innovazionediprocessocheriguarderebbe
anchenoimachevogliamoancheportarefuoridall’azienda,quindianchecome
lavoranoiclienticonlenostremacchine.C’èancheildiscorsodell’industria4.0cheho
seguitodaanniquandoancoraeraquasisconosciuto;all’iniziomihaaffascinato
tantissimo,poièunacosacheapremoltiorizzontimaogginonèancoraregolamentata
daldiritto,ècomeunmodoperentrareinun’aziendaaltruiecontrollarecosasta
facendo.Forseattraversol’innovazionediprocessovièunmodoperentrareinaltre
aziendeinpuntadipiedi,facendosiamareenonodiare.
Innovareèmigliorareinmanieraincrementaleodisruptive;èrivoltopiùall’efficienzao
allaflessibilità?
Innovarepermesignificamigliorareinmanieraincrementalemaaltempostessoin
manieradisruptive.Ilmiglioramentoèrivoltoatutteeduelesfere,èunmomento
106
storicoincuileveritàassolutenonesistono.Pensochevederelecosedaentrambiilati
sialacosamigliorepercercaredicapirecosaèmegliofare,andareavanticon
miglioramentoecrearequalcosachenelmercatononc’è.Noilavoriamoinunmercato
dinicchia,dovecisonologichediversedaquellenormali,siamoda55anninelmercato
einostricompetitorssonosemprequelli;almomentoc’èunequilibriochefunziona,ma
verràprimaopoiunmomentostoricoincuiquestocambierà.Benvengaun’innovazione
cherivoluzioniiltutto,madev’essereragionata.
Nellosvolgimentodell’attivitàinACM,consideratelenecessitàdiMEPoanchedelclientea
valle?Seèveroilsecondocaso,ilpassaggioaTechnologySolutionProvisionimplicauna
nuovaattenzioneallenecessitàdelcliente?Quantoincidequestopassaggiosull’attivitàdi
ricercaesviluppo?
Inazienda,parloancheperquantoriguardaMEP,l’attenzioneallenecessitàdelclientea
vallehasempreavutounanotevoleenecessariaimportanza,maaltempostesso
vengonoconsiderateanchelenecessitàdiMEPdalpuntodivistacommerciale;nella
maggiorpartedeicasilenecessitàconvergono,mainalcunicasivisonostatesoluzioni
separate.Questovuoldirechetantissimeevoluzionidiprodottosononatespessoda
esigenzedelcliente,cheèlacartinatornasoleperlaricezionedelmercato.Nonsono
momentistoriciincuisipuòmetterenelmercatoqualcosadidiscutibileosipuòfarein
percentualelimitata.Bisognaesserevisionarimaanchesopravvivere.Cisonostaticolpi
ditesta,adesempioquandoabbiamomessonelmercatomacchinechesubitononsono
statecapite,machedopo10anniabbiamodovutotirarefuorinuovamente,adesempio
ilconcettodellastaffalavoratain3DeranatainACM,eraunprogrammadurato
parecchimesimanonavevatrovatoriscontrosulmercatoequindiinizialmente
accantonato;poièarrivatounmomentostoricoincuiènataquestaesigenza,quindici
siamolanciatisulmercatoconqualcosachegiàavevamonelcassetto.
Unaltroesempiodiprogettoèquellodiunmacchinariopensatoperlavorareuncerto
tipodimateriale,cheinunfuturomoltovicinol’Americachiederà.Nonhomiapensato
cheisoldispesiinquestaaziendasianostatisoldipersi;quandopartiamo,partiamocon
ideeeprospettivevicineallarealtà,quindiilclientehasemprefattopartediquesto
processo.
107
Laproduzioneèantecedutadaideazione,progettazioneeprototipazione;sonocorrettii
passaggi?Quantoduramediamenteuncicloproduttivodelgenere?
Sì,sonocorretti.Uncicloproduttivoduramediamenteda6mesia1anno,poipuò
durareanchedue.Inquesti6mesi,parlandodelprogettomenoimpegnativocimetto
dentroanchel’approvvigionamentodeimateriali.Diciamochegeneralmentel’ideaè
veloce,lapercepisconoanchefrequentandolefiereimportantinelmondo,captanolo
spunto,parlanoconclientiel’ideaparte.Poi,alivelloprogettuale-parlodiunprogetto
dipiccolemediedimensioni-duemesi,poibisognaconsiderarecheattualmente
abbiamobisognodiduemesiperimaterialiperilprototipoinquantosonoparticolari
meccanicinoncodificati:abbiamounaselezionedifornitoridispostiainterromperecicli
produttivipermettereinproduzioneunparticolaremaifatto.Poic’èunapercentualedi
errore,laprogettazionenonèinfallibile.Ilpezzochenonfunzionaolomodifichiamoo
tornadalfornitore;poioggigiornoifornitorinontengonopiùinmagazzinomaterie
primeperlaproduzionediparticolarimeccaniciquindidevonoalorovoltarecuperare
lamateriaprima,cheentrainazienda,vienetrasformatanelparticolaremeccanicoche
poivienespeditoanoi,quindiitempisidilatano.Lemacchinepoivengonotestate,ein
questoitempisonoristretti.
Qualèilruolodellatecnologiaequalequellodellacompetenzaumana?
Lamiarispostanascedaunaseriediconsiderazioni,ècomplicata.Appartengoaduna
generazionelacuivitaèstatacambiatadallatecnologia,maquestaèstataimmessanel
mondoinunmomentostoricoincuic’eranoitempiperassorbirla.Latecnologiaèuno
straordinariomezzoconcuisipossonorisolvereemiglioraretantissimiaspettidella
nostravita,malepersonesonosempreecomunqueilfine.Nonriescoaconcepirela
tecnologiacomefineaséstessa,trovosempreuncollegamentoconl’uomo;serimane
fineaséstessavengonovanificatianchetuttiglisforzichesonostatiimpiegatinellasua
creazione.Nonèsempreneurale,produceibridicheincorporanounavisionemoralee
sociopolitica;vincolanol’utilizzatoreacomportamentiinuncertomodo.Latecnologia
pretendedisaperemegliodinoistessicosaèbenepernoi,bisognastarattentiall’uso
chesenefa.Èdifficilecomprenderelamoralitàdelletecnologieperchénonhasenso
valutarlaaldifuoridelcontesto,maèsoloinuncontestod’usoconcretochesi
108
comprendeilruoloel’impattodelletecnologie.Quellochenasceinlaboratorioèallo
statopuro,poivieneinseritoinuncontesto,percuièunpuntoimportanteda
approfondire.Tantopiùlatecnologiasiincarnainunaroutinequotidiana,tantopiùla
moralitàdiventaparadossalmenteinvisibile.L’urbanistaesociologoLewisMumford
neglianni‘60parlavadelcaratteredemocraticoealtempostessoautoritariodelle
tecnologiecontemporanee;possonodarcituttoinquantitàimpensabiliancheperuna
minoranza,allacondizionechenonchiediamonullaaldifuoridiquellochecioffrail
sistemaeaccettiamotuttociòcheilsistema,anzichélapersona,richiede.Lavelocità
portaallescelteincaute,nonbisognapensaretroppo,mailgiusto,bisognaessere
flessibili.
L’argomentodelfinanziamentoalladivisionericercaesviluppoècomplessoedèstato
spessoproblematicoperdiverseaziende.Qualèoqualisonolefontidifinanziamentodelle
attivitàdiACMel’eventualediscontinuitàdifontidifinanziamentoèmotivodidifficoltà
dalpuntodivistagestionale?
Domandaindispensabilepercapirecomefunzionaunarealtàchefaattivitàdiricercae
sviluppo.Ovviocheledinamichecambianoinbasealladimensionedell’entitàealla
tipologiadell’attività.Adesempio,ilcampomedicoefarmaceuticohaunafinanzache
arrivadamolteplicifonti,perchéèunprodottostrategicodoveinterferisceanchela
politica,cosìcomeilmilitare.Lafinanzainuncontestodiinnovazionecontatantissimo,
soprattuttonelmioambitoincuilaricercacosta;losviluppodiun’ideacosta,anchela
suarealizzazione.Traimieicompitic’èquellodireperirefontidifinanziamento;
viviamoinunpaesedovenoncisonoaiuticoncretiperchénonc’èlacultura,la
mentalità,eviviamoinunpaesemoltocomplicatoincuiisoldiadisposizionesonostati
usatidamoltepersoneperaltriscopi.Questaaziendaèstatasempreautofinanziata
negliannid’oro;lacrisiincuisiamoentratihageneratodifficoltà,nonvièpiùlafinanza
diprima.Chiaramenteinunaparteabbastanzaimportantesiamofinanziatidaistituti
bancariacuièmoltodifficilefarpassareilpensierochequivienefattaricerca.Oggigli
affidamentisonoconcessi,masiragionasuparametrieuropei,chenonrispecchiano
quellidiunarealtàdovesifaricercaesviluppo;magariprimadiarrivarealprototipo
finalehodovutocostruirlodueotrevolte,unrientroeconomicononsemprec’è.Il
finanziamentononvienecapito.Paradossalmentecihannofinanziatoancheifornitori,
109
concedendociladilazionedipagamentocheèunaformadifinanziamento.Quindianche
questoèunaspettointeressante,fornitoricoinvoltiinqualcosadipiùgrande;nelle
macchinechefannoilgirodelmondoc’èancheilprodottodelfornitore.Èunaspeciedi
pubblicitàocculta,eppurec’è.Ladiscontinuitàdeiflussidifinanziamentoèmotivodi
difficoltàperchéinterrompereunprocessodiricercaèunguaio,durantemomentidi
crisiabbiamofattoinmodochelaricercavenissesempreportataavanti,ottimizzandoi
processi,gliordinieccetera.Siparlatantodifinanziamentiagevolati,atassipercentuali
dapartedellostato,CEE.InambitoCEEcisonotantissimisoldimaindirizzatia
specifichetematiche,comeadesempioall’ambitofarmaceuticoegeneralmentead
ambitistrategiciincuinonrientriamo;inoltredeisoldichearrivavanosenepoteva
usufruireaprogettogiàfatto,quindibisognavaaverelacapacitàdifinanziareilprogetto
prima,einognicasoifinanziamenticoprivanosoloil10%deicosti,noncostituendo
l’elementovincenteperildecollodiunaricerca.Inoltre,c’eraec’èunadocumentazione
immanedacapire,chepresupponechel’aziendasiamoltostrutturata.Ilproblemapoi
dellepiccoleaziendediricercaesviluppoècomedivenirestrutturate,perchésesi
riesceatracciaretuttoilprocesso,dall’ideaallarealizzazionedelprototipo,serveuna
buonaamministrazionedell’azienda,analisideicosti,preventivazionediunfuturo
progetto,reperimentodellerisorsesulmercato;quindièimportantissimomadifficile
gestireetracciarecosìtantoun’aziendachefaricercaesviluppo:devicambiarela
mentalitàdellepersone.Deviinnanzituttofarcapireilperchésianecessarioquesto
cambiamento;sono2annichecistolottando,horaggiuntorisultatidicuivadofiera,che
servonoallaprogrammazionefutura,cheèunapartefondamentale.Visonoduepunti
daapprofondire:unoèilmodelloorganizzativodelleaziendechefannoattivitàdi
ricercaesviluppo,ambitoPMI;poimichiedospessoselepersoneaddettealla
progettazionesianonaturalmentepredisposteadaffrontareiltemadellasostenibilitào
devonoessereeducatiaquestonuovopensiero.Educatidachi?Alloraiopoihoscritto
unafraseinquestotempoibridoincuiilconfinedellacreativitànonpuòammettere
sovranismi,oèfusionediconoscenzeoèfaticainfuturo.Ilfuturosaràfaticosoenoi
dovremmoavereiltempodiriprendercidaanniincuiabbiamovissutolarinascitadel
paese;l’esplosionedeglianni‘80cihainqualchemodoadagiato,adessosiamocostretti
adaffrontareilfuturoadunavelocitàsupersonica.Unaltropensieroèchelamacchina
siaunarivoluzioneantropologica:lasfidadellasocietànell’eradigitalerisiedenella
comprensioneegestionedell’evoluzionedell’interfacciauomo-macchina,l’evoluzione
110
adattivadallainterazioneconflittualeadunadattamentopassivodeimovimenti
dell’uomoalleineziedellemacchine.ImportantiinvestimentiinITnonsisonotradotti
inunmiglioramentodellaproduttività;siècompresocheladifferentevelocitàdi
cambiamentochecaratterizzalatecnologiacostituivaunfattoreinibitorechegenerava
undisallineamentotratecnologiaeorganizzazione.Orastiamovivendounmomento
ancoradiverso,mal’elementodell’interfacciauomomacchinaèancorapresente;forse
nonl’abbiamoanalizzatobene,cisiamoconcentratisolosullamacchina.Difficiletrovare
l’equilibrio,cistiamoadattando,mailmondosicomportacomeseavessimogiàdigerito
tuttequesteproblematiche,quandoinrealtànonècosì.Ilconflittosiègeneratoperché
nonsièpredispostoilnecessarioprimadifarpartireundiscorsodelgenere.Sta
succedendocosìanchenellatecnologiatroppospinta;gliutilizzatoridovremmoessere
tutti,machepercentualeèrealmenteingradodiinteragireconquestistrumenti?
Tagliamofuoriunafasciadipopolazioneimportante,chenonsonosologlianziani;èuna
partedeigiovani.E’unelementopreoccupante,perchéseungiovanerimanelontano
dallagestionedellecose,chepersonasarànelfuturo?Saràemarginato.Irisultati
dell’INVALSI(Istitutonazionaleperlavalutazionedelsistemaeducativodiistruzionee
diformazione)favederelacunepreoccupanti;oeduchiamoinmanierasbagliataoc’èun
gapalivellointellettivo.Comecisiinterfacceràconunsistematecnologicoavanzato?
L’ultimopensieroperquantoconcerneleproblematichedicreareunmodello
organizzativonelleaziendechefannoattivitàdiricercaesviluppoèlagestionedelle
risorseumane;sonooggiilverogapcompetitivodelleaziende.Sceglierediposizionare
lepersonegiustenonèun’attivitàimprovvisabile,èunprocessodelicatocheportaal
cambiamentodell’organizzazionedeiteamchesolitamentesonocreatidallacasualitào
dallacommistione“randomica”traturnoverepercorsidicrescitapersonale.Civuoleun
approccioscientificoediquestosonoconvinta.Mihaincuriositounarticolodelcasodi
un’aziendadiBrescia,MetallurgicaSanMarco,chehaintrodottoinaziendadue
strumenticomunementeusatiincampobiomedico.Ilprimoèquellochevienechiamato
nasoelettronico,cheèingradodianalizzareimetabolitiemessidalcorpo,variabilia
secondadeidiversistimolisensorialiedellesituazionidicontesto,chepermettedi
rilevarelareazionefisiologicaedivalutarel’aperturaochiusuraemotivacheogni
personahaneiconfrontidell’altra.Ilsecondoèilneurobiofeedback,cheserveacaptarei
segnalifisiologiciindicatoridellostress,ilchedeterminailquadrodescrittoprima.La
neuroscienzainfabbrica.Umanaanalytics,spin-offdell’UniversitàdiChieti,haportato
111
inquestaaziendalasperimentazione,maèbellocapirecomesonoentratiinazienda.
Primahannostudiatoilprocessoproduttivoeliminandolecriticità;ilmiglioramento
tecnologicoconseguenteharesonecessariaunaridefinizionedeiruoliorganizzativi
interni.Aquestopuntosonoentrateincapoleneuroscienze;hannoindividuatole
relazionidifiduciaeirapportiintercorrentitralefunzionitrasversaliepoiimportato
unpercorsovoltoallaformazionediungruppodiresponsabili,manageredirigentiad
alteprestazioni.Seriuscissimoadarrivarevicinoallasoluzioneprospettataavremmo
delleaziendeperfettedovetuttitrainano.Èun’epocastoricaincuinontuttihanno
vogliadilavorareequestacosafapaura,perchésiamofisicoecervello;partidelnostro
corpochevannogestite,altrimentiscaturisconodisastrianchenellavitaprivata.Maila
societàsièrivelatacosìdeboleeincapacediaffrontareleproblematiche;lestesse
problematichesonostateportateinazienda.Misonotrovataagestireancheproblemi
personali,manonpossoentrarenellavitadellepersone,èunruolochenonèilmio.
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Interview3:Mr.AndreaMarinoCerrato
InqualitàdidirettoredellaMEPBusinessSchool,qualepensasiailruolodellaformazione
aziendale?Pensachepossaesserepromotricedicambiamentoorganizzativo,nonsoloin
terminidiconoscenzaecompetenzedellerisorseumanemaanchediclima,cultura,valore
evisioni?
Lascuoladiformazioneèstatafondatapiùd3annifaepersuastessanaturanonèsolo
unafabbricadicompetenze,èstataistituitaproprioperchédovevaessereunmomento
dicondivisionedelleesperienzequotidianedilavoroinunambientechesiapiù
favorevoleallacollaborazioneedallacondivisonedipensieri,idee,suggerimentiche
altrimentinellaquotidianitàlavorativaavrebberopotutodisperdersi,copertidalla
contingenza,ansiaoconcitazione,edallacorrettanecessitàdiraggiungereirisultati
quotidiani.Nellascuoladiformazioneinvecenoivorremochesipotesse-tutti,
chiunque-cooperareinunamanierapiùaperta,rilassata,costruttivaemeno
autoregolamentatadallaquotidianitànonscrittadeirapportiaziendali.Perché
riteniamochelosviluppodirelazionidialtolivellotratuttelecompetenzeaziendalisia
lachiaveperl’innovazionefuturaedilcambiamento.Ritentiamocheilcambiamento
nonsiaunicamenteraggiungibiletramitelacompetenza;ilfattodiessereaconoscenza
diunatecnicanuovanonmidàlasicurezzachemidiarisultatosenzaprimafareiconti
conlepersone,chedovrannoapplicarle,viverleeportarleavanti.Eccoperchélascuola
diformazioneècontenitoredicompetenze,diformazioneclassicamaèsoprattuttoun
luogoincuituttiicollaboratoriaziendalipossonoconfrontarsiinunamanieradifferente
daquellocheaccadeognigiornoalivellodistabilimento,officina,ufficio
amministrativo.Quindièunpostoincuilecompetenzeaziendalipossonomanifestarsia
livellounpo’piùalto,possonoastrarsidallaquotidianitàpertentaredidarerisposte
nuove.Inquestocrediamochelascuoladiformazionedebbaesserenecessaria
all’internodelcorpusaziendale
Unodeitrattidistintividellamediaimpresadeltessutoitalianoèillegameconilterritorio
elesueistituzioni.Laformazioneinternapuòesserevistacomerispostaallelacunedel
sistemaoèpiuttostoun’integrazionechecontinuailpercorsoformativodelleistituzioni
delterritorio?Sipercepisceunamancanzaformativaaldifuoridelcontestoaziendale?
113
Siamoallesogliediunanuovanecessitàformativatoutcourtdellapersona,cheparte
sicuramentedallascuoladell’obbligofinoaquellaavanzata,maunaformazione
continuachenonèstatarecepitanédaltessutoformativoistituzionale,manemmeno
dall’impresa.Riteniamochelascuoladiformazioneaziendale,cometuttelealtre
Accademyaziendali,nonrispondaadunparadigmaanticopercuirispondeadelle
lacunedellaformazioneinambitoobbligatorio,maadunalacunachenél’universitàné
l’industriahannopercepito,edèquelladipotergarantireallepersoneinambitosia
lavorativochesocialeunaformazionenecessariacontinuadovutaalfattocheillivellodi
complessitàincuilapersonasitrovaadagiresiaalivellolavorativochepersonaleè
arrivataaduntalelivellodicompenetrazioneditecnologieedicomplessitàchela
formazionerelegataadunsoloperiododellavitaèinsufficiente.Certoècheperòla
formazioneindustrialeediaziendanonpuòessereintesacomeuncontinuumcon
quellauniversitaria,nelsensochevadoaripianarequellochel’universitànonhadato.
Laformazioneindustrialeinambitoaziendaledevepotergarantireunacrescita
strutturalechenonsiamaiinterrotta,perchéuntempoillivellodicomplessitàpoteva
esserecontrollato,arrivandoadunlivellominimodiconoscenza.Illivellodicomplessità
attuale,chesiconfrontaadessoconilparametrotempo,cosacheinveceunavoltanon
succedeva,nonpuòessererelegatoaquestolivellominimodiconoscenza.Non
esistendopiùquestolivello,c’èlanecessitàchelaformazionesiacostanteecontinua:se
nonapprendonuovetecnichegiornalmenteiosonogiàindietro.Enonpossiamo
pretenderechel’universitàfacciaquestoperunaquestionetemporale.Quindideve
esserciunaltroentecheproseguelaformazione,quindinonrispondeallelacunedel
sistema,perchéilsistemahaunsuocompito:formare,strutturarel’individuo.
Dopodichélastrutturadeveessererielaboratacostantemente,confrontandosisempre
conl’attivitàformativa,chedeveperforzadicosefareilpaioconl’attivitàprofessionale,
quindiènormalechevengacontinuataall’internodell’attivitàaziendale.Quindièun
continuumrispettoallaformazioneistituzionalemaanchequalcosadicompletamente
diversoperchéfattainambitoincuiilformatodeveconfrontarsiimmediatamenteconil
risultato.Mentrenellaformazioneistituzionaleirisultatisononell’ambitoformativo
stesso,ilcontestoaziendaleèqualcosadipiùcomplesso,èoperativo.Nonpuòesserela
stessacosa,manonèneancheunandareacompletarequellochelaformazione
istituzionalenonhafatto.Quindil’evoluzionesaràquelladicreareinterdipendenzatrai
duesistemi;dunquelaformazioneistituzionaledovràdialogareconquellaaziendalee
114
viceversa.Avrannosempreconnotazionidiverse.L’unicacosasicuraèchesarà
necessariochequestaformazionenonsiainterrotta.Sicuramentel’universitàpotràdare
moltoallaformazioneaziendale,malaformazioneaziendalepotràdaremoltoaquella
istituzionale,purrimanendoentrambenelloroalveoprincipale.
LaMEPBusinessSchoolèstatailfruttodiunanecessitàattualeodiunaprevisione
lungimirante?
E’sicuramentecogentegestirelenuovecompetenzeattraversounaorganicaeordinata
individuazioneecondivisione,maèaltresìimportantepensareall’attivitàformativa
comequalcosachesiconfrontaconilrisultatoquotidianomaanchesullungoperiodo.
Forselaformazionesullerisorseintangibilieilcapitaleumanoèquellapiùlungimirante
chepuòfareun’aziendaanchenelpensareaséstessa.
Comeabbiamodetto,laformazionecontinuanonrisiedeesclusivamentenell’azienda;la
complessitàdelmondoincuiviviamoelavoriamononpuòchetrarreprofittodauna
formazionechevienefattainambitoaziendale.Lecompetenze,ilmodusoperandidella
scuoladiformazioneèunluogodicondivisione,nondisomministrazionedinozioni,è
unluogodicondivisionediesperienze.Questononpuòchefarbeneefarpaioconla
parolaprogressocheabbiaachefareconilterritorioincuituttinoicollaboratorici
troviamoarelazionarciunavoltafuoridiqui.Èperquestochelascuoladiformazione
nonèunacosadiversarispettoaquellaistituzionaleperchégarantisceilmantenimento
diunastrutturaricettivacognitivachepoipuòesserescaricatanonsoloinaziendama
intuttelefasiesperienzialidiunapersona.
Quindimisembradicapirecheanchelerisorseumaneabbianocomunqueunruolo
centrale;perMEPlerisorseumanesonovistecomeunfattorediproduzione,meraforza
lavoroocomeuncapitaledavalorizzare?Icorsisonovoltisolamenteadunosviluppo
professionaleosonoparalleliadunacrescitapersonale?
Sicuramenteilcapitaleumanointesocomeunorganismocomplessochepossacrescere
digiornoingiornoèsemprestatoimportante,chequestacrescitasiacostanteechesia
riconosciutacomeilrealepotenzialeproduttivodellanostraimpresa.L’unico
macchinariorealecheciconsentediessereleadernelsettoreèlacapacitàdiquesto
organismoviventedicontinuareadinnovarsigiornopergiorno.Pernoiquellocheè
115
interessanteèfareinmodochelamacchinaviventecontinuiadelaborareedinnovare;
perfarquestoriteniamochelaformazionesiaunadellepiùimportantileve,quindilo
strumentoprincipaledirisultatoèilcapitaleumano.
Nell’ambitodelcambiamentoèfondamentaleilbackgroundculturale,valorialeeuna
visioncondivisa.Quantoèdifficileladiffusionenell’organizzazionediunavisionedinuovi
valoriaziendali?Elaformazioneèunostrumentosufficienteoèdiausiliomanon
sufficientedeltutto?
Viviamoinunpuntodipassaggiotradueepochecheverrannostudiatecomecesure
importantidell’evoluzione.Perfareunadigressione,nonaccadevadallafinedell’Impero
RomanoinEuropachelasuperficieboschivadiannoinannosiincrementassecome
adesso.Sappiamobenissimo,soprattuttoperl’Italia,chepernoiilpaesaggioeil
territoriosonocultura.Quindisiamoall’internodiunguadochevededueapprocci
culturalidifferenti.Questocifacapirequantosiadifficilecambiarequestoparadigma
culturalenellamentedeinostricollaboratori,quindilaconsapevolezzacheunapersona
puòacquisiresoloformandosièlamaggiorearmaattraversocuiilcambiamentosarà
resopossibile.Nonpensiamochelaformazioneinquantotecnicanuovapossastimolare
oesserecambiamento,malaconsapevolezzachepuòdare,edèperquestochedeve
esseretrasversale;confrontandosiconildiverso,puògarantireilcambiamento,che
altrimentièdifficile,inquantoepocale.Nonèunarivoluzionesoloindustrialequellache
stiamosubendo,maancheumanisticaeculturalechestacambiandototalmenteil
contestoincuisisvolgonolenostreaziende,levite,lefamiglieetuttociòcheci
circonda.Quindilaformazioneèunostrumentodiconsapevolezza,nonilcambiamento
dipersé.Ilcambiamentosiotterràquandolepersonesisarannoresecontodiquello
chestarealmenteaccadendointornoanoi.Èunimportantissimoeserciziodi
democrazia;lademocraziasisviluppanontramiteazione,malaconsapevolezza,ela
stessacosaaccadeperilcambiamentoaziendale.
All’internodellascuoladiformazionevengonoorganizzaticorsiinerentiaitemidi
sostenibilitàsocialeeambientale?Eventualmentenevaluterebbelosvolgimentoinfuturo?
Icorsidisostenibilitàeimpattoambientaleliabbiamotenutiperchésiamocertificati
comeazienda(sistemaintegrato)eabbiamodovutoconfrontarciconilmantenimento
116
deiparametriambientaliedigestionedelpossibileimpattonegativochepuòavere
l’attivitàaziendalesull’ambientecircostante.Sicuramentedovrannoessereinseritiin
unapiùampiavisionedisostenibilitàdituttalafiliera,quindilacompartecipazione
deglistakeholderamonteeavalledellanostraattività.Pensiamochenelbrevefuturo
saràunanecessitàimprescindibileperdarecontinuitàall’aziendastessa,percuituttele
aziendedovrannoconsiderarelasostenibilitànoncomeorpelloorganizzativoquanto
comeprofondastrutturadifondazionediqualsiasiattività.
117
Interview4:Dr.AnnaPizzale
Laqualitàrappresentapermolteaziendeitalianedipiccolaemediadimensioneun
concettocardine,tantoimportantequantocomplesso,chenonsiriferiscesoltantoal
prodottofinitomapermeaiprocessiediflussiaziendali.Inchecosasiconcretizzala
QualitàinMEP?Eincosaconsistelasuagestione?
ANovembre2016ilSistemadiGestionedellaQualitàpresenteinMEPèstatoritenuto
dall’entecertificatoreBureauVeritasidoneosecondolanormaUNIENISO9001:2015,
cosìanchelasaldaturasecondolanormaUNI3834parte4del2006.
Taletraguardosièconcretizzatograzieallavoroattentoepartecipedituttii
ResponsabilidiFunzionenonsoloperl’analisidelleprocedureinesseremaancheperla
redazionedellapartedocumentaleeilreperimentoeformalizzazionediquelle
informazionechesecondolanuovanormavengonodefinite“documentate”.
AttualmenteilSistema,proprioperchédirecenteimplementazione,ècontinuamentein
diveniresottomoltiaspettievienemonitoratocostantementeeproattivamente.
AllabasedelladefinizionediSistemaQualitàc’èilconcettodi“Sistema”qualeinsiemedi
oggetti(parti,componenti,funzioniecc.)legatitralorodarelazionidiinterdipendenza.
Interdipendenzacheintegraelegal’interventoeffettuatosoloperunasingolaparteal
tutto,percuiquandosiparladisistemal’approccionecessariodeveperforzadicose
esseretrasversale,onnicomprensivoedesperto.
Conl’approcciosistemicononsivuoleassolutamentesminuirel’importanzadeisingoli
componentimasiintendeconsiderarliestudiarliinragionedelloroessere“partidiun
Sistema”integratoeresiliente.
Perottenerequestoimportanterisultatoènecessariopianificareeorganizzarele
attività,iruoli,leresponsabilità,isupportioperativiinmododacoinvolgeretuttele
funzioniaziendali.
Inbasealleconsiderazionifatte,emergecheilSistemaQualitàinteressituttelefasi
operativeetuttalafilieraapartiredalprimocontattoconilclienteelesueesigenzefino
all’implementazioneemantenimentodiunasoddisfacenteesostenibilerisposta.
Riassumendo,perQualitàinMEPsiintende:
• attenzionealclienteinprimis,
118
• pianificazionedelleazioniedeiprocedimenti,
• miglioramentocontinuo,
• partecipazioneecoinvolgimentoatuttiilivelliaziendali,
• formazioneattraversolanostraMEPBusinessSchool.
VièunrapportotraQualitàeSostenibilità?Adesempio,traQualitàedambiente?Inche
cosaconsisteilsistemaintegratoqualitàeambiente?
DaFebbraio2019ilnostroSistemadiGestioneèdiventato“integrato”questovuoldire
cheallaormaiconsolidatanormaISO9001:2015,cheriguardanoisistemidigestione
dellaqualitàeUNI3834periprocessidisaldaturasièaggiuntalagestionedellanorma
ISO14001:2015relativaallagestionedisistemiambientali.
NaticomesistemiISOindipendentil’unodall’altro,lalorofusioneinun’unica
prospettivahapermessodigestirealmeglioilprocessoproduttivod’impresa,graziea
unavisioned’insiemedellepeculiaritàdiciascuno.
Unagestioneintegratarisultautileperavereadisposizioneproceduredisnellimento
concretepermoltiaspettidell’amministrazioneaziendale:èinfattiimportantericordare
chel’adesioneaquestenormerimanevolontariaepertantoMEP,aderendovi,hascelto
diconferireunvaloreaggiuntoaipropriprocessiaziendali.
L’attenzioneallasostenibilitàèsemprepiùparteintegranteedeterminantenella
formulazionedellestrategieaziendali,pertalemotivoimponeinevitabilmenteun
ripensamentoeadeguatocambiamentodeiprocessiedellefunzioni.Ilcriteriosistemico
disostenibilitàèunapresadiposizionechiarasiariguardoglieffettidelbusiness
aziendalesull’ambientesiasullanecessitàdiintegrare,replicareeimplementaresé
stessoatuttiilivellidellacatenadelvalorecondivisacontuttiglistakeholder(sia
internicheesterni).Anchepertalemotivoabbiamochiestoainostrifornitoridi
adeguarsiadalcunistandardambientali(prevalentementeriferitiallanormativa
cogente)edinternamenteabbiamoadeguatoiprocessiaffinchérispondesseroagli
obiettivicheMEPsièdataperfarfronteallasostenibilitàambientale.
119
GestirelaQualitàsignificamantenereglistandarddasemprepresentiinAzienda,o
crearnedinuovi?Quindi,laQualitàdeveesseremantenutaocreataexnovo?
Ilconcettodiqualitàhaassuntoneltempomaggiorisignificatienuoveimplicazioni
cercandodiraggiungerelamassimaaffidabilitàesoddisfazionedelcliente,finoafarlo
diveniresinonimodieccellenzapropositiva.Laqualitàèlostrumentoglobale
dell’impresa,necessariopermantenersicompetitivinelmercatoattraversol’evoluzione
diprestazionierisultatimisurabili,sottopostiacontinuomiglioramentoneltempo.Non
èpiùvistacomeunpuntod’arrivoinuncontestostatico,quantocomeunpercorsodi
crescitastrutturata,intenzionaleemisurabilemasoprattuttocontinuaeinuncontesto
dinamico.Pernoilaqualitàèunimpegnoquotidiano,unasfidacontinuaneldefinire
standard,modelli,processieprocedure,ècontinuomiglioramentodeiserviziedei
prodotti,consapevolidinonpoterlimaiconsiderareperfettieconsolidati,edèquesto
tipodiapprocciochevogliamooffrirealmercato.Pertalemotivocerchiamodi
rispondereallenormesoddisfacendoglistandard,monitorandonegliindicatoridi
performancecontemporaneamenteaccettandolesfidechenasconointernamenteedal
mercatosunuoviobiettivichedeterminanonuoviindicatoridiperformanceinotticadi
miglioramentocontinuo.
Qualisonolecircostanzepiùproblematicheedifficoltosechesiincontranointerminidi
controlloemantenimentodellaQualità?Qualèl’importanzadellaQualitàall’internodella
filiera?Quantoincidenellesceltedeifornitori/partner?Èfontedivantaggiocompetitivo
perMEP?
AttualmentecistiamoconfrontandoconunagestionemoltopiùpuntualedelleNon
Conformità.Nellospecificostiamoacquisendomaggiordimestichezza
nell’individuazionedeicostidellaNonQualitàgeneratadalleNonConformitàsiadi
processochediprodotto.
Internamente,stiamosensibilizzandotuttelefunzioniconilconcettochelagestione
dellaNonConformitànonèmeraindaginedellacausaericercadelcolpevolequanto
invecepreziosaopportunitàdianalisideiprocessiinternieloroimprescindibile
possibilitàdimiglioramento.
120
AnalizzandoproprioleNC(NonConformità)Fornitorecirendiamocontoquantola
gestionedelleNonConformitàsiaancorabisognosadiulterioreimplementazione.La
qualitàdeisingoliprodottidanoiacquistatiimpattadecisamentenellaoperativitàdel
nostroprodottofinale:perquestoriteniamomoltoimportanteeducareifornitoricritici
allaqualitàedallespecificherichiestediMEP;ilfornitorediventaunpreziosopartner
chelavorafiancoafiancoconMEP.Cisiamocimentatiindiversecollaborazionicon
grossipartnerpersvilupparenuovesoluzionichesianosiamigliorativecheinnovative
anchepartendodall’analisipuntaledelleNCrilevate:taleapprocciosembrafunzioni
pertantoriteniamochequestasialastradagiusta!
121
Interview5:Mr.ClaudioMiconi
CosasignificaperLeiSostenibilitàd’impresa,einchecosasiconcretizzainMEP?
(Inchecosasiconcretizzalasostenibilitàsociale?Equellaambientale?)
E’untemacheèstatosviluppatoasuotempodallacommissionemondialeper
l’ambienteperlosviluppodelleNazioniUnite,parliamofineanni‘80–inizioanni‘90,in
cuisisonoconcretizzatetretematichecheafferisconoallasostenibilità.Parliamodi
sostenibilitàambientale,sostenibilitàsocialeesostenibilitàeconomica.Ilmioruoloin
aziendaèlimitatoallasostenibilitàambientaleesociale.Perquantoriguardala
sostenibilitàsocialeunodegliaspettipiùimportantisulqualel’aziendasista
impegnandogiàdamoltoanni,èquellodifareformazionemoltospintaaidipendenti,
tramiteunaistituzioneaziendalecheèlaMBS(MEPBusinessSchool).Poigarantiamo
contributiegaranzieatuttiilavoratoricheoperanoinazienda,abbiamodatodei
contributiadesempioalcomunediReanaperimportantilavorichestannoavvenendo
sullastrada.Visonodelleoperediriqualificazionemoltoimportantidellaviacomunale
diquestazonaindustriale.LaMEPhafornitodeicontributialcomunediReana.Queste
operediriqualificazioneconsentirannodiesseremoltopiùfunzionalisiaperl’azienda
cheperilterritorio;lazonasaràmoltopiùpresentabile,visaràfinalmenteunapista
ciclabile,aiuole,esoprattuttoquesteoperegarantirannoancheunamaggioresicurezza
siaperlaveicolazionestradalesiaperidipendentidellaMEP,perchéoperiamosu
entrambiilatidellastradaedèimportantegarantirelasicurezzasuipassaggipedonali.
L’aziendastaportandoavantiimportantiattivitàdisponsorizzazione,adesempioconla
fondazioneTelethon;siamoassociatiadAnimaimpresa,unaassociazionediimpreseche
promuovelaculturadellasostenibilità,epoisiamolegatialterritorio.Lemagliettedei
ragazzidellesquadredicalciojunioresfinoallasquadrapiùimportantedellasocietà
calcisticadelcomuneriportanosullamagliettailmarchioMEP.Perquantoriguardala
sostenibilitàambientale,laMEPhafattoinquestoultimoperiododegliimportanti
sforzi.Inprimisinmateriadirifiuti,nelsensochestiamoattuandolamassima
differenziazionedeirifiuti,chesignificapoimassimizzarelapossibilitàdiriciclaggio
deglistessi,entrandonelconcettodieconomiacircolare.Conilsupportodelconsorzio
dismaltimentorifiutidialcunicomunilimitrofidellaprovinciadiUdine–consorzioA&T
2000–abbiamopromossoancheunadifferenziazionedeirifiutiditipononindustriale
maassimilabileairifiutidomestici.Abbiamoancheconillorosupportocercatodi
122
trovaredelleformeperdifferenziareilpiùpossibile.Adesempio,ilresiduosecco,
difficilmentericiclabileecheunavoltacostituivaunaquotaveramenteimportantedei
rifiutidell’azienda,èstatoadessoridottoallaminimaparte.
Stiamoutilizzandogiàdaalcuniannileverniciall’acqua,riducendocosìleemissioniin
atmosferariducendolaquantitàdisolventeall’internodellevernicicheutilizziamo
regolarmenteperverniciarelenostremacchine.Questohaeffettibeneficisì
sull’ambiente,maanchesullasicurezzadellepersone,siccomelavorareconverniciche
presentanountenorebassodisolventesignificaanchegarantireunambientepiù
salubreeanchemenopericolosodalpuntodivistadeipossibiliincendi,inquantotali
vernicinonsonoinfiammabili.
Stiamoeffettuandoancheimportantiinterventisulfrontedellalimitazionedeiconsumi
energetici,cercandomesepermesenuovesoluzionicheimplichinol’utilizzodirisorse
naturali,nellafattispeciel’acqua.Tuttequesteattivitàcihannopermessoil
riconoscimentodialcunecertificazionicheattestinoglisforzisostenuti.Inparticolare,
perquantoconcernel’ambiente,l’aziendahaottenutolacertificazioneambientaleISO
14001,nelfebbraiodel2019.Conriferimentoallasostenibilitàsociale,abbiamo
ottenutoilmassimopunteggioottenibile(trestelle)afferentealratingdilegalità,
rilasciatodall’AutoritàGarantedellaConcorrenzaedelMercato,econsentealleaziende
diottenere3livellidirating.Dopounpercorsodicirca2-3annisiamoriuscitiaottenere
ilmassimopunteggioammissibile.Questocihapermessodiavereun’ottimavisibilità
sulmercato,eciòpuòancheaveredeiritornidalpuntodivistafinanziario,nelcasoin
cuil’aziendadecidessediotteneredeiprestiti.
Qualisonoleprincipalifontienergetiche?
Leprincipalifontienergetichesonol’energiaelettricaedilgasmetano.Quest’ultimoci
permettedialimentarelacabinadiverniciatura,aumentandolatemperaturaalsuo
internoperpermetterel’essicazionedellaverniceapplicata.Questedueformedienergia
vengonoacquistatedalConsorzioFriuliEnergia,ilqualetienecontodiaspetti
ambientaliluistessonell’acquistodellefontienergetiche.Nel2015abbiamofattouna
diagnosienergeticaaziendale(DEA)moltospintaperandareaverificareevalutaretutti
iconsumienergetici,anchepercapiredoveèpossibileotteneredeimiglioramenti.Non
siamoun’aziendaenergivora–secondoirequisitideldecretoitalianochenedefiniscei
tratti.Inoltre,iostessoeffettuodelleverificheperiodichesuiconsumienergetici,per
123
controllarechenonvisianodeidiscostamentiimportanti,eperverificarechele
soluzioniadottateinaziendacontinuinoadessereefficaci.
Qualiimaterialisostenibili?Taliscelteseguonounalogicaancheeconomica,oltreche
socio/ambientale?
Ibeneficiambientaliequellieconomicivengonomessiallostessopiano.Giàinfasedi
progettazionevienevalutatalapossibilitàdiutilizzodimaterialiriciclabili,oppuredi
acquistarecomponentidellamacchinacheriducanoadunminimoiconsumi.Questoci
puòpermettere,grazieancheallenuovetecnologie,diesserecompetitivisulmercato
grazieallapropostadiprodotticonunlimitatoconsumoenergeticoduranteilloro
utilizzo.
Sempreinambitodimaterialiverdi,anchelacartachevieneadoperatanegliufficiè
certificataFSC(ForestStewardshipCouncil),ilchesignificacheproviene
esclusivamentedaforestecertificate;inoltreutilizziamoimballaggiinlegnoperspedire
lemacchine,cheèasuavoltacertificatocontrattamentifitosanitariISPM15dellaFAO
(FoodandAgricultureOrganization)chelimitanolapossibilitàdiproduzionedi
organisminocivieinfestantiperleforeste.Ancheperilciclodivitadelprodotto
pensiamononsoloaiprocessiproduttivimaanchealprodottostesso.Quandoforniamo
unamacchinaalcliente,questaèaccompagnatadalmanualedoveèspecificatocomesi
smaltiscelamacchinapergarantirelasalvaguardiadell’ambiente.
Vièpossibilitàdisfruttamentodell’economiacircolareedisimbiosiindustriale?
Riusciamoadapplicareefficacementelagestionedeirifiuticonunaforte
differenziazione.Trattiamoinaziendadai20ai30codiciCER(CatalogoEuropeodei
Rifiuti);differenziarepiùrifiutisignificapoterpoigestiremegliolalororiciclabilità.Tra
irifiutichericicliamovisonocarta,cartone,plastica,legno,materialiferrosi(scartidel
tondinopercollaudarelamacchina,chevengonoscartatieraccoltiinundeposito
temporaneoperpoiesseresmaltititramitesocietàautorizzateepoiriciclatotramite
fusioneinacciaierie).Questoèunesempiodieconomiacircolare.Unaltroesempioèil
legno,cheèaffidatoadelleimportantiaziendeitalianenelrealizzarepannellitruciolari
einMDF(MediumDensityFiberboard).Tuttiquestirifiutivengonopoiriciclatiequindi
gestiamounacertaeconomiacircolare.Anchelaplasticavienericiclataconunosforzo
124
condottocercandodidifferenziarealmeglioilseccoresiduodallaplasticastessa;anche
l’organicoumidovienegestitoinmanierarigorosapermettendocidiutilizzarehumuso
fertilizzanteperl’applicazioneagricola.
Ilmaterialeferrosovienefornitoadacciaieriechefondonoilmateriale.Vienefornito
all’acciaieriaatitologratuitooconuncorrispettivo?
Perfortunaquestotipodirifiutohaancoraunvalore.Èunmaterialepregiatoedhaun
valore.Ilclienteèunfornitore,lesocietàdismaltimentosonofornitoriconcettualmente.
Losmaltitorerecuperailmaterialeeloconsegnaalleacciaieriechepoilotrattanoelo
fondonoperriprodurrepoiquellocheserveperleindustrie.Tempofa(dieciannifa
circa)lostessodiscorsovalevaperlegnoecarta,poiquestimaterialihannopersovalore
pervariequestionidimercatoquindiattualmenteleaziendepaganopersmaltirli.
FinoaunannofaerainvigoreunsistemaelettronicoditracciabilitàdeirifiutiSISTRI,
maientratoinvigore,portatoavantipercircadiecianni,maleaziendevistaladifficoltà
operativanonlohannoquasimaiutilizzato,quindilostatonehasospesol’impiego.
Recentemente,partecipandoaduncorso,mièstatoriferitocheverràripristinatoun
altrosistemaditracciabilitàdeirifiutimoltopiùsempliceesisperachequestopermetta
unagestionepiùefficaceedeconomicadeirifiuti(adesempio,oralanormativaprevede
gestionemanualedellacontabilitàdeirifiuti).Benvengaunsistemaditracciabilitàpiù
sempliceedefficacedeirifiuti,chepermettadicontenereicostidellacontabilità
manuale.
Parlandodicertificazioniecompliance,qualisonoledifficoltàneldimostrareirequisiti
necessariperottenerle?Qualèilprocedimento?
L’aziendacièriuscitaintempibrevi(5-6mesi),manonèstatosemplice;nonèsemplice
perchéiprerequisitiperlecertificazioniambientalirichiedonolagaranziadella
conformitànormativa,laqualenonèsempliceeabbracciamoltetematiche.Grazie
anchealsupportodiunconsulentesiamoriuscitiatrovarelastradamaestraperla
sintesi.Lapartedifficileèstataesserecertidiaverelaconformitàallanormativa,che
deveessereufficializzata.Poil’altrograndelavoroèstatotrovareunsistemadigestione
aziendale,chenoiavevamo,maframmentato.Abbiamodovutopredisporloeorasta
dandoisuoifrutti.
125
LelogichesocialieambientalirappresentanoperMEPuncriteriodisceltadeifornitorie
viceversa?PericlientièuncriteriodisceltadiMEP?
Ilmercatoèmoltosensibilealconcettodisostenibilitàeambiente.AncheMEPquando
devefarelasceltadellefontidiapprovvigionamentotienecontodiqualità,prezzoe
questioniambientali.Èunalogicacondivisadamolteaziendenelterritorio,ehauna
rilevanza.Abbiamoancheunacertasensibilitàperilfattodiapprovvigionarcicon
fornitoricertificatidalpuntodivistaambientaleocheabbianogiàinstallatounsistema
digestione.Perquantoriguardalaclientelapossiamofarelestesseconsiderazioni;
spessoicolleghidell’areacommercialesegnalanorichiestediapprofondimentodel
mercatodeiclientisulfattosesiamocertificatiomeno.Ilmercatoèquindimolto
sensibileall’argomentodellasostenibilità,specialmenteambientale.
Lacertificazioneèlacilieginasullatorta,èun’ufficializzazionediqualcosachehaigià
fatto.E’fondamentaleperchégarantisceformalmentechel’aziendaseguetuttele
procedureelenormativecheportanoalrispettodell’ambiente.
Lafiguradell’HSESustainabilitymanagerinMEPèavvenutaperliberasceltaonecessità?
Lafiguranonrappresentaunobbligonormativomaènatadaun’esigenzaavvenutaun
annofa,natadallalungimiranzadelladirezioneaziendalechehacapitodidoverdare
organicitàerespiroaquellocheerailmioruolo;quindiunannofamièstatodettoche
eragiustoespanderelemiefunzioniperchéeranocosegiàfattemamaiufficializzate,
aggiungendolaparolaSustainabilityperchénoncisioccupapiùesclusivamentedi
sicurezza.Ladirezionepuntaallavorodigruppo,allavoroinsincronianell’ambitodel
sistemadigestione,alivellofisicomaanchedicomunicazione,pergarantireinmaniera
piùefficacetuttigliobbiettivichecisiamoposti.
126
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