ERP, Inc., (ERPI) is a leading provider of enterprise integration software (EIS). EIS
essentially allows a firm to connect and integrate processes across all aspects of its
business. To fuel its dramatic growth, ERPI has focused its organization entirely on
product development (software programming for a suite of EIS products) and selling
(making the sale and then moving onto a new target) while outsourcing the installation
and consulting aspects to the world’s largest accounting firms. This also makes ERPI
basically a “product company,” whereas most competitors like Oracle and PeopleSoft in
its market space operate as ‘solutions companies.” One benefit of this focused strategy
is that ERPI’s product is generally recognized as being 200 percent to 300 percent better
than competitors’ software, and thus adopters are thus likely to have a 1- to 2-year
advantage. In further contrast to the competition, ERPI has used its partnerships with
the accounting firms to deliver a turn-key solution, and has focused this solution on a
market comprised of the world’s largest, global manufacturers and consumer product
companies. The accounting firms, in turn, coordinate a comprehensive collection of
hardware, operating systems, and complementary software firms. Installation and
related consulting for EIS typically cost between $100 and $200 million, with the ERPI
software component accounting for only about 20 percent of the installed cost (the
remaining 80 percent is spent on the actual installation, not counting the value of the
customer’s time). To incentivize the accounting firms to help sell its product (since, at
least initially, the accounting firms had better reputations and controlled access to the
target customers), ERPI told its partners that it will never enter the installations and
consulting side of the business (aside from installation and consulting that ERPI does as
part of its software support). Dangling such a large carrot in front of the accounting
firms provided the continuing benefit of encouraging their continued support of ERPI
with their customers.
Imagine that ERPI has saturated the large-firm market for its products, competitors are
undermining its technological advantage, and ERPI needs to look to new markets for
revenue. Its CEO has suggested that it start selling its software down-market to
middle-market companies, and at the same time enter the consulting and installation
side of the business for this target market. What are the risks and opportunities of such a
strategy?