Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

38
Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach Pierre Memheld Senior Advisor Inside.Co , France Connect via LinkedIn Scientific Track Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach Abstract The corporate intelligence field does not have the same characteristics, or the same stakes, than the political or the military intelligence one. But rightly, its characteristics allow to us tactical analysis to forecast what would happen. Competitors, companies, have known technologies, capacities, finances, resources and pre-defined markets. In these conditions, they have a limited number of “options”. “Operational decision elaboration method” uses tactical intelligence to determine what an “adversary” is able to do when confronted to another “party”: what are its equipments, troops, intentions, organizational and operational behaviors. Thus, a military strategist has constraints, imperatives, objectives, limited means and variables that will create an uncertainty for the fulfillment of the mission. This is where intelligence plays a role. The article would stress how this method allow to forecast companies decisions, as their variables and options are less diversified than in the military field. This method would not allow to forecast precisely every decision but limit the number of factors to monitor: the consequence is a better ability to orientate corporate intelligence means, themselves more limited than in the military field. In this case, analysis takes an even more important place. Key topics

Transcript of Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

Page 1: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

Operational Decision Elaboration Method as a Foresight

Method: a Corporate Approach

Pierre Memheld

Senior Advisor

Inside.Co, France

Connect via LinkedIn

Scientific Track

Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

Abstract

The corporate intelligence field does not have the same characteristics, or the same stakes,

than the political or the military intelligence one. But rightly, its characteristics allow to us

tactical analysis to forecast what would happen. Competitors, companies, have known

technologies, capacities, finances, resources and pre-defined markets. In these conditions,

they have a limited number of “options”. “Operational decision elaboration method” uses

tactical intelligence to determine what an “adversary” is able to do when confronted to

another “party”: what are its equipments, troops, intentions, organizational and operational

behaviors. Thus, a military strategist has constraints, imperatives, objectives, limited means

and variables that will create an uncertainty for the fulfillment of the mission. This is where

intelligence plays a role. The article would stress how this method allow to forecast

companies decisions, as their variables and options are less diversified than in the military

field. This method would not allow to forecast precisely every decision but limit the number

of factors to monitor: the consequence is a better ability to orientate corporate intelligence

means, themselves more limited than in the military field. In this case, analysis takes an even

more important place.

Key topics

Page 2: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

competitive intelligence methods origin, use, and limits in a specific industrial sector operational decision elaboration method and planning process to anticipate evolutions complex competitive intelligence analysis and constraints to use the method/process

Speaker profile

Pierre Memheld: Compliance & Due Diligence Advisor at InsideCo, speaker at the

International Relations School - University of Strasbourg (Institut de Traducteurs,

d'Interprètes et de Relations Internationales), MBA from ESSEC. Pierre has more than 15

years of experience in market & competitive intelligence in utility, energy, transport or

aerospace industries in Europe, India and Middle East.

Page 3: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

OPERATIONAL DECISIONS ELABORATION METHOD AS A 

FORESIGHT METHOD: AFORESIGHT METHOD: A CORPORATE APPROACH

7th International CompetitiveIntelligence Conference 2015

Page 4: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

Anticipate our “enemies” / competitors moves

25th March 2015 Copyright: Pierre Memheld 2

Page 5: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

Confrontation of means and patterns

“Predicition is very difficult, especially about h f ”the future”Niels Bohr

I. ODEM PresentationII. Competitive IntelligenceII. Competitive IntelligenceIII. Corporate DoctrinesIV. Early WarningV AssessmentsV. Assessments

25th March 2015 Copyright: Pierre Memheld 3

Page 6: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

I. ODEM PRESENTATION

25th March 2015 Copyright: Pierre Memheld  4

Page 7: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

I. ODEM Presentation

• The Intelligence Preparation of the Battlefield

Enemy Forces: Size, Activity, Location, Unit, Timeline, Equipment, IntentionTerrain: Obstacles, Avenue of Approach, Key points, Observations, Cover, pp , y p , ,Weather: Temperatures, Humidity, Wind, Precipiation, Sunrise, Sunset, MoonFriendy Forces: Size, Activity, Location, Unit, Timeline, EquipmentNon Enemy Forces: Population, NGO, Hospital, Administration, Key Leaders

25th March 2015 Copyright: Pierre Memheld 5

Mission: Who, What, When, Where, With Who, Why, Later

Page 8: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

I. ODEM Presentation

• Intelligence & Environment

25th March 2015 Copyright: Pierre Memheld 6

Page 9: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

I. ODEM Presentation

• Confrontation of “courses of action”

25th March 2015 Copyright: Pierre Memheld 7

Page 10: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

I. ODEM Presentation

DE QUOI S’AGIT‐QUOI? La lettre de la mission. Quels effets dois‐je

Orientation initiale

ANALYSE SYNTHESEPHASE 1

DEVELOPPEMENTPHASE 2

PHASE PREALABLEMise en ambiance

COMMENT? DéveloppementDE QUOI S AGIT

IL? Contexte généralQuel est le style général de mon action ? Les facteurs

Conclusions partielles→ Impératifs→ Reformulation 

mission→ Effet majeur 1°POURQUOI? L’esprit de la

mission. Quels effets dois je réaliser? Quelles sont les composantes de la mission (≅tâches)? Quelles sont les contraintes?

Développement modes d’action amis

Analyse fonctionnelle des MA

COMPARAISON DES MA (critères) →avantages & 

é d déLes facteurs essentiels immédiatement perceptibles (mission, contraintes, terrain, délais, RAPFOR)?

approchePOURQUOI? L esprit de la mission. Quelle place prend ma mission dans la manœuvre du chef? Quel est l’effet majeur du chef

MODE D’ACTION RETENU

inconvénients Réunion de décision 

délais, RAPFOR)? En quoi cela sort‐il évidemment de la norme?

EFFET MAJEUR

INTENTIONEffet majeur & idée 

d

Conclusions partielles terrain/délais : rythme & tempo, élongations, front/profondeur, etc. Terrain clé

OÙ? Analyse du terrain physique et humain

QUAND? Analyse des délais

Réunion de synthèseOrientation initiale?

RETENU

Conception ou ordre

de manœuvreConditions d’exécution

QUAND? Analyse des délais d’exécution de la mission

Conclusions partielles RAPFOR quantitatifs 

AVEC QUOI ? Forces amiesAdaptation de mes unités aux conditions de la mission? Quelles 

ité t é t ll

CONFRONTATION DES MA & ME →

Ebauche l d

ordre d’opération

et qualitatifsCentres de gravité ami & ennemiCapacités, besoins & vulnérabilités critiques

CONTRE QUOI ? Forces adversesQuel est mon ennemi? Quel sont sa 

unités peuvent exécuter quelles tâches?

COMMENT?  Développement modes d’action ennemisFace à mon action, dans le but de

risques & opportunités

25th March 2015 Copyright: Pierre Memheld 8

plan de manœuvre

critiquesmission, son objectif immédiat et ultérieur? Quel devrait être son dispositif de départ?

Face à mon action, dans le but de remplir sa mission, l’eni pourrait soit…, soit…

Page 11: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

II. COMPETITIVE INTELLIGENCE

25th March 2015 Copyright: Pierre Memheld  9

Page 12: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

II. Competitive Intelligence

• Intelligence CycleCustomerProduction

A tA l AssessmentAnalyze

PlanExploit

25th March 2015 Copyright: Pierre Memheld 10

Collect

Page 13: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

II. Competitive Intelligence

• Global Battlefield

25th March 2015 Copyright: Pierre Memheld 11

Page 14: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

II. Competitive Intelligence

• Charts & Networks

25th March 2015 Copyright: Pierre Memheld 12

Page 15: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

II. Competitive Intelligence

• PEST‐EL

25th March 2015 Copyright: Pierre Memheld 13

Page 16: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

II. Competitive Intelligence

• Value Chain Analysis

25th March 2015 Copyright: Pierre Memheld 14

Page 17: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

II. Competitive Intelligence

• Benchmarking

25th March 2015 Copyright: Pierre Memheld 15

Page 18: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

II. Competitive Intelligence

• Analysis of Competing Hypothesis

25th March 2015 Copyright: Pierre Memheld 16

Page 19: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

III. CORPORATE DOCTRINES

25th March 2015 Copyright: Pierre Memheld  17

Page 20: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

III. Corporate Doctrines

• Markets Structures

25th March 2015 Copyright: Pierre Memheld 18

Page 21: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

III. Corporate Doctrines

• Industries Patterns

25th March 2015 Copyright: Pierre Memheld 19

Page 22: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

III. Corporate Doctrines

• Companies Behaviors

25th March 2015 Copyright: Pierre Memheld 20

Page 23: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

III. Corporate Doctrines

• Crowd Sourcing / Communication Obligation

25th March 2015 Copyright: Pierre Memheld 21

Page 24: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

III. Corporate Doctrines

• Human Ressources Standardization

25th March 2015 Copyright: Pierre Memheld 22

Page 25: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

III. Corporate Doctrines

• Analysis Methods Standardization

25th March 2015 Copyright: Pierre Memheld 23

Page 26: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

IV. EARLY WARNING

25th March 2015 Copyright: Pierre Memheld  24

Page 27: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

IV. Early Warning

• Hypothesis to Indicatorsl f f di

consumer surveys

t t k ti

General Info Req --- > Specific Reqs --- > Indicators

Key Questionproduct creation

test marketing

prod. line changes

t t

y Qmarket research

product design

promotionnew contracts

new promotional offersnew products

l h

advertising

product promotion

Incr’d plant capacity Equipment buys

Specific equipment 2

Specific equipment 1launch

New hiresSkill set 1

Skill set 2Production

Tech

25th March 2015 Copyright: Pierre Memheld 25

Financing

Page 28: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

IV. Early Warning

• Intelligence to Plan

Explore DevelopStrategy

Test Plans Implement & EvaluateStrategy  & Evaluate

Key Force Analysis

Scenario Development

Influence Planning

Early Warning& Indicator

Test Plans &Assumptions

War Game or Competitive

Align for Rapid Execution

Monitor Indicators &Development

Environment & Key Leader 

& Indicator Trees

Competitor& Technical 

CompetitiveRole Play 

Tactical & Event Intelligence

Probability/ImpactAnalysis

Indicators & Adjust Plans

Intelligence intelligenceg

Action/Contingency Planning

25th March 2015 Copyright: Pierre Memheld 26

Define Elements   Build the Plan   Test the Plan    Implement the PlanWith the authorization of the Bennion Group

Page 29: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

IV. Early Warning

• The Over‐all ProcessPhrase key business issues as questions

Create supporting questions for each key issue

Decompose to “observables” (on/off; thresholds) 

Build an indicator tree

Plan intelligence collection – ID observables’sources, and channels 

to tap each source

25th March 2015 Copyright: Pierre Memheld 27

to tap each sourceWith the authorization of the Bennion Group

Page 30: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

IV. Early Warning

• War Rooms / Games

25th March 2015 Copyright: Pierre Memheld 28

Page 31: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

V. ASSESSMENTS

25th March 2015 Copyright: Pierre Memheld  29

Page 32: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

V. Assessments

Is “surprise” due to an absence of “indicators” or a lack of monitoring/analysis?lack of monitoring/analysis?

Decisions Informations

25th March 2015 Copyright: Pierre Memheld 30

Page 33: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

V. AssessmentsScenario AnalysisStrategic Planning

ACHACHDecision Profiling

Text MiningMappingSNA

DecisionBrainstormingStrategic Simulation

SNADistribution

ContextConception

Risks MappingIndustries Paterns

Environment

Competitors

BenchmarkingTrend AnalysisPEST EL

Organizational BehaviorValue Chain Analysis

25th March 2015 Copyright: Pierre Memheld 31

PEST‐ELPatents, Publications

Financial AnalysisSWOT

Page 34: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

V. Assessments

• Intelligence Integration & Sharing

25th March 2015 Copyright: Pierre Memheld 32

Page 35: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

V. Assessments

• From intelligence to decisionMarke

tEnvironment

Contraints Decision

Obj ti C tiObjectives

Competitors Analyze Analyze

Context Means Plans RETEX

Decision Concepts Scenarii Synthesis Execution

25th March 2015 Copyright: Pierre Memheld 33

Decision Concepts Scenarii Synthesis Execution

Page 36: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

Conclusion

25th March 2015 Copyright: Pierre Memheld 34

Page 37: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

Final Quote

“Your task is not to foresee the ffuture, but to enable it.”Antoine de Saint Exupéry

25th March 2015 Copyright: Pierre Memheld 35

Page 38: Operational Decision Elaboration Method as a Foresight Method: a Corporate Approach

Questions & Answers

Pierre Memheld – Senior Advisor – [email protected]

25th March 2015 Copyright: Pierre Memheld 36