EXERCISE 36: CATEGORIES OF INNOVATIONS AND PRODUCT CHARACTERISTICS THAT INFLUENCE ADOPTION AND DIFFUSION

 

Objectives

 

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1.         To have you understand the relationship between perceived product newness and the likelihood of NP adoption and diffusion.

2.         To enable you to understand how perceived product newness is influenced by the extent to which the innovation alters CB, as described by Robertson’s classification of innovations as being continuous, dynamically continuous, and discontinuous.

3.         To have you appreciate the relationship between the degree of innovativeness in the Booz, Allen, & Hamilton, Inc. (BAH) NPs classification system and that in Robertson’s scheme, and their implications for CB.

4.         To familiarize you with the characteristics of innovations that influence probability of adoption and diffusion: relative advantage, compatibility, complexity, trialability, and communicability.

5.         To have you reflect on your own purchase behavior as well as that of your peers in light of the classification schemes for NPs and innovation attributes discussed in this exercise.

6.         To give you practice analyzing products and ads in light of these NP classification systems and innovation attributes.

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Background

 

Product innovation is the driving force of business, the economy, and of societal progress, with consumer advertising proving the fuel propelling NPs into the marketplace. NPs have been dubbed the “lifeblood of business” since most companies depend on them for a significant share of their sales, market share, profits, and growth. An old adage says: “Innovate or die!” 

 

Categories of Innovations Based on Newness to the Company, Newness to the Market, and Behavioral Change

 

The most important product factor determining whether a product will be perceived by buyers as new is the extent to which the innovation alters CB. NPs can accordingly be classified into three categories of innovation based on degree of behavioral change. They can also be classified by “newness” from the firm’s perspective as well as the consumer’s perspective.  

In this discussion, we will integrate two categorization schemes for NPs: Robertson’s threefold classification of innovations based on degree of behavioral change and Booz, Allen, Hamilton, Inc’s six types of NPs from the firm’s and consumer’s perspective. Both of these categorization methods range from least to most innovative, i.e., from least to most disruptive of CB.

 

Booz, Allen, Hamilton, Inc. (BAH) New Brands Classification: Newness to Firms and Consumers

 

<<FIGURE 36.1 NEAR HERE>>

 

Figure 36.1 shows six categories of NPs according to Booz, Allen, Hamilton, Inc., (BAH), who classified innovations according newness to the company and newness to the market.

Newness to the company concerns whether the business organization has ever produced and marketed the product, regardless of other companies having already done so. For example, although bottled water has been popular since Perrier debuted in the 1970s, it was not until 1999 that Coca-Cola Corp. launched Dasani bottled water. Such a company has a learning process to go through, first, regarding new technology—a body of knowledge, tools, and techniques derived from science and practical experience, which is used in the development, design, production, and application of products, processes, systems, and services. Second, such a firm must learn about a new marketplace—consumers, competitors, and channels of distribution.

Newness to the market concerns whether the target market believes that the product is new and will entail some behavioral change on their part. From this perspective, an innovation can be defined as any product (good, service, or idea) perceived by the potential adopter to be new. Perceived newness determines the extent of consumer learning and possible innovation resistance—preference for existing, familiar products and behaviors over less familiar ones.

The percentages next to each category label in Figure 36.1 show the approximate proportion of NPs in each group. The more innovative products appear in the upper right-hand corner of the figure, and the less innovative ones are found in the lower left-hand portion. 

 

Robertson’s Classification of Innovations Based on Behavioral Change: Continuous, Dynamically Continuous, and Discontinuous

 

Thomas Robertson’s taxonomy is based on the consumer’s perceived degree of product novelty and the extent to which the product changes individual CB as well as the degree to which it affects behavior in the social structure. Robertson presents three discrete NP categories arranged from incremental NPs to radical innovation: continuous innovations, dynamically continuous innovations, and discontinuous innovations.

 

 Continuous Innovations. Least likely to encounter consumer resistance are continuous innovations—NPs perceived as having the least disrupting influence on established patterns of CB. These are used in basically the same way as their predecessor products. For example, herb-enhanced beverages do not change the way people consume drinks. Most continuous innovations, such as angled toothbrushes, entail little technological change. They involve modification of the taste, appearance, performance, or reliability of an existing product rather than establishment of a totally NP.

The majority of NPs are continuous innovations. Consequently, they do not require as much marketing effort and have a lower risk of failure than Robertson’s other two types of innovations, which are more disruptive of established behavioral patterns. However, their expected profitability is less too—recall from Finance 101 that, “With risk goes reward.”

 

 Booz, Allen, & Hamilton, Inc. (BAH) continuous innovations. Continuous innovations include the following categories of NP types according to the BAH NP classification scheme, arrayed from least to most “new.”

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1.         Cost reductions. These NPs’ primary benefit is that they are lower-priced than most (or all) competitors, due to lower manufacturing and/or marketing costs. For instance, Scott towels “with ridges” require 20 percent less paper pulp, thereby reducing production costs.

2.         Repositionings. Psychological positioning entails differentiating a brand from competitive offerings in the buyer’s mind by locating the brand in that customer’s memory relative to a) alternative product uses (e.g., cola as a rust remover), b) target market users or user imagery (Mountain Dew for young hipsters instead of old hillbillies), or c) competitive products and brands (raisins as “nature’s answer to candy”). Repositioning (relaunching, restaging, remarketing) means staking out a new position for the brand due to marketplace changes such as values and norms, demographics, competitive positioning, and technology. Thus, long ago, Ivory soap was restaged as all-family soap rather than strictly for sensitive baby skin. Many “recycled” products are repositioned. Ceiling fans, fountain pens, and wood-burning stoves were all relaunched from being purely utilitarian to fashionable items.

3.         “New-and-improved” products (next-generation products). These modifications of existing products result in replacing a previous version of the product. This can be done by a quality improvement (e.g., Energizer enhances battery durability), design change (the redesigned Wall Street Journal with subdued colors and a new layout), an improved formula (General Mills cereals converted to whole grain), a revision or upgrade (software versions X.1), and a functional enhancement (Dutch Boy paint’s easier-to-open-and-pour Twist & Pour container).   

4.         Additions to existing product lines. These supplement or round out a current product line rather than replace it, as do “new-and-improved” products. Additions to existing product lines are derivatives of or variations on a firm’s existing product, usually the core (anchor, flagship) product—a firm’s mainstream product, such as Coca-Cola launching Cherry Coke or Tide detergent introducing Tide Free. They include new forms (e.g., “lite” food and beverage products) and more variety (styles, scents, colors, flavors, sizes, shapes, packaging options, etc.).

            When additions to a product line carry a new brand name, they are known as flankers e.g., Proctor and Gamble introduced Cheer detergent as an alternative to Tide, and PepsiCo added Mountain Dew). When firms use one of their existing names on an addition to a product line, the NP is dubbed a product line extension (line extension) (e.g., Oreo Big Stuff, Mini Oreos, Single Serve Oreo Packs to Go, and Chocolate Crème Oreos).

5.         New product lines (new category entries). Such products are already established in the marketplace but are new to the firm launching them. Because consumers do not associate the particular product with the individual company, they might view the products as “new.” Examples: Microsoft’s Xbox videogame console; Tom’s of Maine herbal remedies; and energy drinks from major soft drink companies competing with Red Bull.

            When a firm’s new line includes their well-known and trusted brand or corporate name, they are known as brand franchise extensions (brand expansions) (e.g., Starbuck’s ice cream; Nike sportswear; Creamsicle candy twists). Like product line extensions, brand franchise extensions capitalize on brand equity—the value of the brand name to consumers. Mr. Clean traded on its tough dirt-fighter image in launching Mr. Clean Magic Eraser cleaner-sponge combo and Mr. Clean AutoDry for washing cars without water.

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 Dynamically Continuous Innovations. Second among Robertson’s three innovation types are dynamically continuous innovations. Consumers view such NPs as somewhat new since they are more disruptive of their lives than continuous innovations, although the degree of change in customer buying and product use is modest. This was so for FluMist nasal flu vaccine, for the needle-shy who dread traditional flu shots. Likewise for TiVo, the first digital video recorder, which, like its predecessor, the VCR, made it fairly simple to record TV shows so you can watch them whenever you wish and resulted in less channel surfing and more time shifting.Bucketless mops,” such as the battery-powered Swiffer WetJet, which eliminate mess, elbow grease, and heavy lifting of floor cleaning materials, also fill the dynamically continuous bill.  

 

 BAH dynamically continuous innovations. These generally are of the following two kinds, the sixth and seventh product types in the BAH, Inc. classification taxonomy. 

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6.         Major additions to existing product lines and significant NP lines are both key modifications of existing product classes. Examples of major changes to existing product lines include instant pudding, electric carving knives and toothbrushes, disposable extended contact lenses, instant cameras, registerless supermarket checkouts, and on-line banking.

7.         New-to-the-world products (NP categories). These NPs either revolutionize existing product categories (electric cars) or define wholly new categories (air conditioning, frozen vegetables, pre-moistened towelettes, and satellite TV and radio). Dynamically continuous new-to the-world products, while very new in form and perhaps technology, nonetheless only somewhat alter CB.

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 Discontinuous Innovations. Discontinuous innovations are NPs perceived by customers to be radically new, causing buyers to significantly alter their behavioral patterns, and also usually entailing extensive technological breakthrough.  Digital movie downloads are purchased and consumed much differently than DVDs that are bought or rented. Electric cars, requiring recharging the battery, are discontinuous innovations, while hybrid autos, whose batteries recharge while driving, are dynamically continuous. 

 

 BAH discontinuous innovations. In the BAH scheme, discontinuous innovations include new-to-the-world products (NP categories). Unlike dynamically continuous new-to-the-world products, these have a major impact on CB and lifestyles. Examples of such revolutionary, life-altering products include wheels, tools, and weapons in prehistoric times; the steam engine, electricity, and spinning jenny during the Industrial Revolution; and automobiles, telephones, radio and TV, xerography, personal computers, fax machines, and e-mail, in the 20th century.

 

Marketing Implications for Categorizing Innovation by Behavioral Change

 

General strategy implications for the BAH and Robertson NP classification schemes are as follows.

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          Moving from incremental to radical innovations, the marketing job of educating and persuading consumers looms larger because more innovative products are more likely to meet innovation resistance because they tend to be higher in perceived risk.

          Proceeding from evolutionary to revolutionary innovations, the adoption cycle becomes longer since there is more innovation resistance due to consumer skepticism and uncertainty.

          The probability of large-scale adoption within the target market, and hence of ultimate marketing success, is inversely proportional to the degree of product innovativeness. But, when innovative products succeed, they tend to succeed big (high risk, high expected return).

          The extent of immediate competition is inversely related to the degree to which a product is “really new” since more groundbreaking products are tougher to imitate technologically.

           Incremental innovations require selective (secondary) demand stimulation, especially among current customers, while “really new” products mandate primary demand creation, often among new target markets, such as technophiles. 

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Innovation Attributes: Product Characteristics Influencing Likelihood of Adoption and Diffusion

 

The probability of individuals’ adoption and subsequent diffusion of an innovation throughout a social system depend not only on perceived newness and the degree of behavioral change required, but also on certain innovation attributes (product characteristics) influencing adoption. If a marketer is aware of which innovation characteristics are likely to either help or hinder adoption, s/he can plan appropriate marketing strategies to overcome resistance barriers.

The following are the five key product factors affecting the rate of NP adoption and diffusion as well as the likelihood of marketplace success, along with strategy recommendations for each.

 

Relative Advantage

 

Relative advantage is the degree to which consumers perceive the innovation as superior to existing products in satisfying their needs and solving their problems. A NP must have a discernible, meaningful (vs. merely gimmicky) difference along one or more determinant buying criteria. It should be unique and competitively superior. E-mail is much more convenient and less expensive than fax machines which had time and money advantages over snail mail.

Relative advantage is the key success/failure factor for new products because new product success boils down to effectively satisfying customer needs and wants better than do competitors. Therefore, creating products based on knowledge of unsolved consumer problems and unsatisfied needs via problem-based ideation is essential, as discussed in Exercise 14. Unfortunately, too many inventions lack a “reason for being.” How many varieties of microwave popcorn or salad dressing can make the cut on the supermarket shelf?

Advertising and selling should educate buyers on the product’s relative advantage. Alternatively, they can create a psychological point of difference such as a unique brand image

 

Compatibility

 

Compatibility is the extent to which consumers believe that a NP is consistent with their current ways of thinking and behaving. Continuous innovations in Robertson’s classification are high in compatibility and therefore meet little innovation resistance, while discontinuous innovations are low in compatibility and do meet consumer hesitation. The first automobiles met fierce resistance—car drivers were exhorted to “hire a horse!” So, marketers positioned the first cars as a “horseless carriage” in an attempt to minimize the psychological newness.

Research finds that compatibility ranks second in importance to relative advantage among these five factors in influencing adoption. Consequently, it behooves marketers to, first, know the values, norms, and other characteristics of the targeted consumer’s culture, subculture, social class, and social groups, and, second, to develop and market the product to be consistent with these societal components. Whenever possible, they should not “go against the grain” but rather “go with the flow.” Additionally, consumer education might be required to change misperceptions of compatibility, as the first refrigerator manufacturers had to do for people who thought the only way to keep lettuce fresh is to keep it on ice.

 

Complexity

 

Complexity (converse is simplicity) concerns the innovation’s perceived usability (ease of use). (It does not concern complexity of technology). Personal video recorders by TiVo and ReplayTV took time to catch on because they were difficult to deploy. On the other hand, television was a rapid hit in part because the first TVs were easy to use (unlike today’s sophisticated sets with remote controls having more buttons than there are channels!). Sales of digital cameras spiked when “point-and-shoot:” versions were launched.  In short, products should be designed to be “user friendly.” 

 

Trialability

 

Trialability (divisibility) entails the extent to which the NP can be sampled or evaluated on a limited basis prior to adoption. For nondurables, trial can be accelerated via sales promotions like samples and coupons or through offering small “trial” sizes. For durable goods, a surrogate trial experience without commitment can be provided, such as showroom demonstrations, trial runs (e.g., an automobile test drive), or even loaning or leasing the product. Many Maytag stores allow shoppers to do a load of laundry to test out their washers and dryers, to bake a sheet of cookies in a range, or listen to a dishwasher to see if it is really quiet.

 

Communicability

 

Communicability (observability) concerns how readily visible the product and its benefits are to potential adopters, as well as how easy it is for users and marketers alike to explain the nature and relative advantages of the product to prospects. Products high in visibility, such as new model cars, hairstyles, and clothing styles, are more communicable than private items like a new medicated shampoo, garbage disposal system, or icemaker.

Marketers should find ways to make a NP more visible, such as by pushing for adoption in public places (service establishments, social organizations, etc. as with the first TVs, which were first adopted by taverns, where patrons could experience them). Sellers can also raise consumer interest via publicity and massive doses of advertising so that users are willing to discuss the product with others.

 

Review Questions

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1.         What is the relation between adoption and diffusion of innovations? Describe the diffusion process.

2.         What is an innovation?  Why are innovations important to firms?

3.         Describe the two dimensions of product newness. Then, explain each of the six types of new products in the Booz, Allen, Hamilton (BAH) new product classification scheme and how each can be described on these two dimensions.

4.         Cite and discuss the three categories of innovations according to Robertson’s classification scheme regarding degree of behavioral change and perceived degree of product novelty. Which types of BAH innovations fall in each category?

5.         What are the marketing implications of the BAH and Robertson new product classification schemes? 

6.         Describe each of the five innovation characteristics that influence probability of adoption and diffusion and the marketing implications of each.

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In-Class Applications

 

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1.         Think of a product that you consider to be an innovation but you have yet to purchase. Classify it according to both the Robertson and the Booz, Allen, Hamilton, Inc. (BAH) NP categorization systems.

Do you plan to purchase this product? Explain why or why not, considering benefits to you as well as the five innovation characteristics influencing likelihood of adoption and diffusion.

2.         Choose a well-known brand name that you are personally familiar with. Complete the following.

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a.         Develop three ideas for NPs that could be branded with this name (they need not all be technologically feasible). You should have one NP for each of Robertson’s three innovation types. Briefly describe each product in terms of features and benefits as well as reasons why using the existing brand name would be a good idea.

            Also, classify each of these NP concepts according to the BAH taxonomy.

b.         Describe how each of these innovations will affect the behavior and lifestyles of existing users of that brand.

            Which of these products will attract a new target market? Describe that market and identify the innovation attributes that attract them to each of these products.

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3.         According to www.productscan.com, some of the Top Domestic NP Innovations of 2000 were:

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          General Mill’s Milk ‘n Cereal Bars: convenient breakfast bars made with real milk and cereal.

          StarKist Premium Tuna in a Pouch: fresh, easy-open packaged tuna with no liquid.

          Saran QuickCover Food Storage Lids: varied size elastic lids that ensure a snug fit and freshness.

          Crest Whitestrips Dental Whitening System: innovative plastic strips that guarantee whiter teeth in less than two weeks.

For the year 2001, the Top Innovations included:

          P.J. Squares Peanut Butter and Jelly Slices: combined peanut butter and jelly slices packaged like American cheese slices.

          Campbell’s Soup to Sip Microwaveable Soup: easy-to-sip soup in a mug-shaped cup that snuggly fits in a car’s cup holder.

          Parkay Fun Squeeze Colored Margarine: doodle-friendly margarine to make any meal fun for kids.

          American Woman Tri-Color 3-in-1 Nail Color: nail polish that changes color with the user’s mood swings and sunlight exposure.

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For each of these products, answer the following:

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a.         Have you purchased or used this product since its release? If so, describe your level of satisfaction or dissatisfaction and why. If not, how do you think you would like this product?

b.         Which innovation attributes of this product have probably influenced the success or failure of its adoption and diffusion? Have any of those characteristics possibly hindered its success or failure?

c.         Considering these innovation attributes, what suggestions for marketing strategy can you offer for causing a quicker adoption of this innovation?

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4.         The following ads feature NP innovations. Briefly explain which of Robertson’s degrees of innovativeness each product displays and why.           Also, classify each NP according to the BAH scheme. Discuss any implications of your classifications of innovativeness for each product’s marketing program.

            Finally, describe each product in terms of the five innovation attributes.        What does your discussion suggest for each product’s probability of adoption and diffusion?

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<<FIGURES 36.2 THROUGH 36.5 HERE>>

 

Written Applications

 

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1.         Complete Questions 1 through 4 in the In-Class Applications. For the first question, take a survey of ten peers (or other members of the likely target market) and summarize their answers to all of its questions. Do they discuss any of the five innovation attributes? Summarize your findings, along with recommendations for how the marketer of this product can minimize any innovation resistance barriers. For the fourth question above, find three more ads, each of which exhibits one of Robertson’s innovation types. Answer all of the questions for Question 4 above for each ad you find.

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