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Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental [email protected] [email protected] SLA 2007, DENVER, CO

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Page 1: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

Competitive intelligencein Brazil

Gilda Massari CoelhoS&G Gestão Tecnológica e Ambiental

[email protected]

[email protected]

SLA 2007, DENVER, CO

Page 2: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

1950 1960 1970 1980 1990 2000 2010

Relative certaintyA forseeable world

UncertaintyA complex world

Globalisation

New technologies (ICTs)

Hypercompetition

Hyperinformation

New global players (China)

Industrial society Knowledge society

Based upon Salmon & Linares, 1999.

Page 3: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

1950 1960 1970 1980 1990 2000 2010

Relative certaintyA forseeable world

UncertaintyA complex world

Globalisation

New technologies (ICTs)

Hypercompetition

Hyperinformation

New global competitors (China)

Industrial society Knowledge society

Based upon Salmon & Linares, 1999.

BRAZIL

A dictatorship (1964-1985)

A nationalist government

A protected market

No real competition

Democracy

Open market

Page 4: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

From formal to informal

From past to future

From operational to strategic

Source: H. Dou

New information paradigm

Page 5: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

Competitive Intelligence

Systematic process of gathering, organizing,

analyzing and disseminating information

about the competitive environment to help

decision making and to reach the

organization goals.

Page 6: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

Intelligence Model

Intelligence

Knowledge

Information

DataQuantitative

Qualitative

Analize

Organize

Act

Know

Page 7: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

Present knowledgeInformation

Future knowledge (tacit)

Past knowledge (explicit)

DataKnowledge

sharing

Intelligence Model

Page 8: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

Time factor

Now!

Short term

Medium term

Long term

Competitive environment scanning

Explicitknowledge

TacitknowledgeTime

Page 9: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

STRATEGIC INFORMATION: HOW DO THEY COME TOGETHER ?

KnowledgeManagement

Organizational Knowledge

Appropriation

Foresight

Future Vision

CompetitiveIntelligence

CompetitiveEnvironment

Scanning

Decision

Networks

Networks Networks

Page 10: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

Competitive Intelligece, Knowledge Management and Foresight

KnowledgeManagement

Organizational Knowledge

Appropriation

Foresight

Future Vision

CompetitiveIntelligence

CompetitiveEnvironment

Scanning

Decision

Networks

Networks Networks

Future

Past/Present

Present/Future

Page 11: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

Planning and coordinating

Disseminating

Analyzing

Gathering

Organizing

Creating intelligencefrom information

Feedback

IdentifyingIntelligence needs

Identifyingand gathering

information sources

Competitive Intelligence

Creating the knowledge base

Disseminating intelligencefor decision and action

Based upon J.Herrin

Page 12: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

The intelligence value

Source: Marti & Martinet

Pertinence andquality of

information sources

Good evaluationof intelligence

needs

Quality ofanalysis Security

Dissemination&

Feedback

Intelligence value =

XX

X X

Page 13: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

THE SITUATION IN BRAZIL IN MID 90`S

• Lack of data about CI

• Lack of dissemination among Brazilian firms

• Lack of research actvities

• Association to espionage and anti-ethic

practices

• Problems with the word “intelligence”

Page 14: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

THE QUESTIONS

• How could we help Brazilian organizations to use CI?

• What could be done in relation to human resources training on CI ?

• How could we structure the contents of a course on CI?

• How could we put together things that were related to different knowledge fields: management, information science, marketing, information technology?

• Which previous experiences could help us?

Page 15: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

HUMAN RESOURCES TRAINING

• The difficulty to define the model

• The difficulty to define the contents

• The difficulty to identify the teachers

• The difficulty to define the students profile

Page 16: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

WHAT HAPPENED?

• In 1996, the National Institute of Technology - INT signed an

agreement of cooperation with the Marseille University and

its Centre de Recherches Retrospectives de Marseille -

CRRM (France), aiming to transfer the technology developed

in the area of competitive and technological intelligence to

Brazilian institutions and companies.

• The Marseille University and, in particular, the CRRM

received delegation from the French Government to constitute

a center of excellence in the area of competitive intelligence

and a PhD course has been offered since 1985.

Page 17: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

A PROJECT FOR BRAZIL

• Creation of a center of excellence in Competitive Intelligence at the National Institute of Technology to guarantee the development of high level teaching and research.

• Implementation of CI courses, aiming to have CI knowledge multipliers in the country.

• Stimulating research on CI to adapt it to Brazilian culture and resources.

• Creation of a Brazilian intelligence network.

The project was carried out by the National Institute of Technology, with the support of the Ministry of Science and Technology, and by an agreement with Marseille University, in France.

Page 18: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

The project involved different types of organizations:

• Government: INT, IBICT, MCT

• Federal Universities: Rio, Bahia, Rio Grande do Norte, Minas

Gerais

• Industries: Petrobras, Telebras

• ONGs: FBTS

• Foreign experts: CRRM/Marseille University/France, Georgia

Tech/USA

A PROJECT FOR BRAZIL

Page 19: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

INT/ UNIVERSITY OF MARSEILLE AGREEMENT

• The activities contemplated in the INT/Aix-Marseille Univ. agreement

aimed at the improvement of CI in Brazilian organizations, and this

resulted in the elaboration of a project integrating INT and two

Brazilian companies: Petrobras and Telebrás.

• The activities began in 1996 with the course of Strategic Information,

whose content was the same of the DEA offered by the CRRM, with

the participation of 12 professionals working for the three

organizations. This first course was given by French professors, who

taught to the Brazilian students CI methodologies and the usage of

tools developed by the CRRM for Competitive Intelligence and

Technological Watch.

• From 1997 on the courses were given by Brazilian teachers – from

Brazilian Universities, Research and Development institutes and

firms – as well as French partners.

Page 20: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

POST GRADUATION COURSE ON COMPETITIVE INTELLIGENCE

• The creation of the Post Graduation Course on Competitive Intelligence, in Brazil, is an excellent example of networking.

• Network - “reseau de complices”, according to the French author Jakobiak -, a group of people and institutions with complementary abilities that decided to work together in benefit of a common goal: to spread the concepts and practices of Competitive Intelligence, aiming to incorporate them

in Brazilian organizations management.

Page 21: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

THE BENEFITS OF CI PROGRAM

• Post-graduation courses favor methodological aspects, but they do not allow research development nor the direct application of the results in industry.

• Specific agreements were made between INT, different Brazilian universities and the University Aix-Marseille, so that a research program involving academy and industry could be developed in Brazil.

• The Brazilian students had to present a “memoire” (thesis) at the same time practical and theoretical, preferably an application or knowledge transfer to industry.

• This was a first step to research and PhD degree.

• On the other hand, the results of the works developed by the Brazilian students were capitalized and disseminated by Internet, which contributed to recognition CI in Brazil.

Page 22: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

THE CI PROGRAME

Lato sensu

Specialization Course

400 hours class

INT + Brazilian universities

Stricto sensu

DEA (master) Thesis Univ.Marseille

PhD Dissertation Univ.Marseille

Page 23: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

Competitive IntelligenceSystems

•Trends in CI• Intelligence Cycle•Planning and working with CI

•Marketing Intelligence

•Technological Intelligence

•Networking

Planning and Competitive Strategies

• Strategic Planning• Competitive Strategies• Scenarios

Information and Communication Systems

• Communication Systems• Networks and Information

Systems• Information Sources• Patents and Intelectual

Property

Knowledge Management

• Knowledge Management• Data bases• Datawarehousing• Data Mining

Analysis• Technology Opportunities

Analysis• Competitor Analysis• Benchmarking

CONTENTS OF CI POST-GRADUATION COURSE

Page 24: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

INTEGRATION OF COURSE CONTENTS TO CI SYSTEM

Planning and coordinating

Disseminating

Analyzing

Gathering

Organizing

Competitive Intelligence

• Strategic Planning• Competitive Strategies• Scenarios

• Knowledge Management• Data bases• Datawarehousing• Data Mining

• Technology Opportunities Analysis

• Competitor Analysis• Benchmarking

• Communication Systems • Information Systems

• Information Sources• Patents and

Intelectual Property

• Trends in CI• Intelligence Cycle• Planning and working with CI

• Marketing Intelligence

• Technological Intelligence

• Networking

Page 25: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

0

20

40

60

80

100

120

1996 1997 1998 1999 2000 2001 2002/2007

Number of students 1996/2007

Post-Graduation DEA/MSc PhD

Page 26: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

Post Graduation Course

ShortCourses

Courses organized by INT

Page 27: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

RESULTS

• The papers, books, articles, memoires, thesis and dissertations written by the students, have contributed for the creation of a Brazilian bibliography on the subject, practically inexistent before.

• Many students have presented papers in congresses in the country and abroad, four books have been published by former students, as a result of works developed during the course.

• The Brazilian Association of Competitive Intelligence Analysts – ABRAIC was created by former students. It has, now, more then 600 members.

Page 28: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

RESULTS

• Since 1997, conferences, seminars, workshops and congresses have been organized by governmental and private institutions.

• In 2003, the financing agency of the Ministry of Science and Technology - Financiadora de Estudos e Projetos / FINEP – launched the first prize for innovation in CI.

Page 29: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

CI TODAY

• The following universities offer post-graduation courses focused or related to CI: CRIE/UFRJ, Estácio de Sá, Cândido Mendes, in Rio de Janeiro; IPEN, in São Paulo; UnB, in Brasília; PUC-PR, in Curitiba.

• Short courses are offered by many institutions and also as a component of Post-Graduation Management Courses.

• Due to a mission change, decided by the Ministry of Science and Technology in 2001, INT/IBICT/UFRJ post-graduation course faced great difficulties and has been discontinued since then.

Page 30: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

CI TODAY

Nowadays there is a relevant number of firms using CI in Brazil.

A recent research* shows that:

• The companies know and manage very well secondary sources

(newspapers, reports, data bases) and find it extremely necessary.

• They have solid internal CI structures, with human resources

dedicated to CI activities.

• They do not have a systematic evaluation of CI results.

• The CI networks are still incipient.

• The IT solutions are mainly based upon commercial software as

Access, Excel or Lotus Notes.

* L.Rangel, 2006. http://www.cortex-intelligence.com

Page 31: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

CI TODAY

• A group of students/entrepreneurs at Genesis Institute Incubator (Catholic University in Rio) created the first Brazilian system designed for CI: Cortex Intelligence.

• Former students developed different CI applications: security, oil industry, pharmaceutical, banking etc.

• Brazilian government is using more and more foresight methodologies for long term planning.

Page 32: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

CONCLUSION

• The keyword for what happened in Brazil is also the keyword for CI: NETWORKING.

• Without the willingness and sharing capacity of so many people, nothing would have happened.

• The results we have got must be shared with a lot of people and that is what is wonderful about it.

• Information in itself is not power. Sharing, using wisely and putting into action makes it powerful!

Page 33: Competitive intelligence in Brazil Gilda Massari Coelho S&G Gestão Tecnológica e Ambiental gilda@sgconsulte.com.br gilda@massari.net SLA 2007, DENVER,

Thank you!

Gilda Massari Coelho

[email protected]

[email protected]