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Breaking the Death Grip of Legacy Technologies

2015-05-29 08:31:51

Willy C. Shih

May 28, 2015

Technologies like 3-D printing, robotics, advanced motion controls, and new

methods for continuous manufacturing hold great potential for improving how

companies design and build products to better serve customers. But if the past

is any indicator, many established firms will be slow to adjust because of a

formidable obstacle: legacy assets and capabilities that they are reluctant to

abandon. Why are older incumbent firms slow to adopt new technologies even when

the economic or strategic benefits are clear?

The literature on this subject is enormous. Much of the early work focused on

the adoption rate of new technologies following an S-curve, with some users

going early, a lot in the middle, and some following late. These models assume

that it takes a while for companies to find out about new technology and, once

they do, for their employees to assimilate and use it. Robotics is a good

example: It s obvious that it can increase productivity, but it takes some

know-how to put robots to work.

Organizations develop processes through repeated problem solving. When a firm

gets started, its founders solve problems for customers, and as they grow and

establish routines, these ways of working come to embody their organizational

capabilities. Managers constantly try to fit new market needs to existing

processes and routines. Sometimes they are a fit, but often they are not. They

can even require cultural change, which is difficult for established

organizations.

U.S. automakers took decades to adopt lean production methods despite the

obvious benefits from increased productivity and lower work-in-process

inventory. Even General Motors, which had a bird s eye view of the Toyota

Production System from its joint venture with Toyota at New United Motors

Manufacturing Inc. (NUMMI) in California, did not deploy lean manufacturing

across the company for decades despite the clear advantages. A former GM

chairman told me that while his company learned much from NUMMI, implementing

it across the GM manufacturing network was slow going.

Robert Abernathy and Kim Clark categorized technology shifts as

competency-enhancing or competency-destroying. The latter are troublesome

because the knowledge base and skills required to operate in the new realm are

so fundamentally different. From the perspective of how the resources in an

organization are deployed and how its processes are organized, this makes

sense. The more fundamental the break from the previous technology, the greater

the switching costs.

And then we have Clay Christensen s work on disruptive innovations: how a new

technology that is initially not good enough for mainstream customers,

initially gains a foothold with a set of low-end customers who are happy with a

less expensive, good enough product. And then the innovators improve the

technology steadily over time, allowing it to serve more and more of the

overall market, which causes great trauma for incumbents who stuck to their

legacy ways of doing things. One of Christensen s favorite examples is steel

minimills, whose electric arc furnaces used scrap steel as their feedstock.

While the quality of the steel that they initially produced was poor because of

their inability to control the alloy contents due to contaminants in the scrap,

technological advancements progressively eliminated this difficulty and

increasingly made their lower-cost products viable substitutes for steel made

from virgin materials.

But the legacy integrated steel makers in the United States were in trouble

even before the low-end disruption from the minimills. They had fallen behind

firms in Germany, Japan, and other countries in adopting new technologies for

making steel from virgin ore and materials (e.g., the basic oxygen process and

continuous casting). These weren t really that fundamental a technology change,

but making the transition did require massive capital expenditures.

This is a great example of how, thanks to the financial tools that companies

widely use, previous investments that have not been fully depreciated can get

in the way of new investments. And once investments are fully depreciated, they

have a habit of hanging on by virtue of marginal costing. One of my CFOs once

told me that the return on new capital investment is long term and the success

rate has a high variance, while the return on maintenance capital investments

required to keep existing production facilities running is short term and has a

low variance. Paralleling Jim March s classic analysis of exploration vs.

exploitation, short term crowds out long term here as well.

Sometimes circumstances make it easy to walk away from old technology and

established routines. World War II left the German and Japanese steel

industries in ruins. So when they were rebuilding, it was easy for them to opt

for basic oxygen furnaces, a technology developed in Europe in 1948 that

reduced capital costs and process time, and improved labor productivity.

Similarly, companies in countries like Taiwan, South Korea, and China that

entered industries late have been able to grab the lead in many industries for

a simple reason: They bought their capital equipment later and were able to

leapfrog existing players technologically. For the same reasons,

entrepreneurial start-ups have been quick to adopt cloud computing and new

service-oriented architectures because they didn t have any installed base of

legacy applications.

So what should established companies saddled with conventional equipment do

when new technology appears?

The first thing they should do is distinguish between functional and

economic obsolescence. Functional obsolescence occurs when an asset does not

support competitive capability. Economic obsolescence means your depreciation

schedule, which is set by local tax law, says the asset is at the end of its

accounting life. The challenge is not to let residual book values of equipment

get in the way of having the most competitive capabilities. Several U.S.

commercial airlines and automakers failed to address this challenge along the

way and ultimately had to resort to an extreme measure bankruptcy to deal

with their obsolete assets. Clearly, this is not an exemplary approach.

In contrast, foreign airlines like Emirates and Singapore Air hold on to their

fleets for much shorter times. Their younger average fleet age gives them a

more competitive product.

Other alternatives are leasing or aggressively selling older equipment. Still

another is moving the older equipment to less-demanding applications or to

plants in emerging markets. One plastic products maker I visited did this with

their conventional, hydraulic-drive injection-molding equipment when a new

generation of electric-drive technology that allows for more precise control

and better quality appeared. A major semiconductor firm I know cascades older

equipment to less-demanding, trailing fabs.

But sometimes you just have to bite the bullet. When I was working in optical

disk manufacturing, I took over management of a business unit that was just

setting up a new factory. We had brand new equipment, much of it still in

crates. What I didn t know at the time was that a European supplier had come

out with a continuous-flow production system that had much lower capital costs.

This reduced the entry barriers in the market, which was then flooded with

product. I was faced with undertaking a massive restructuring and write-downs

to get the unit back to a competitive position. Hard call? Our survival

depended upon it.

Obviously, it is critical for established firms to track technological

innovations in their industries and to understand their sources. How much of it

is driven by your tool suppliers? How much of it comes from complementary

materials processed by these tools or how you apply them? More importantly,

managers need to monitor the tool innovation roadmap. Capital-equipment makers

invariably have such a roadmap, and managers of companies that use their

products need to make it their business to understand when new capabilities

will arrive.

Managers also need to think differently about production systems. How can they

be designed so they can be easily upgradable? That means building in a little

flexibility on the plant floor and learning to adapt to variable production

quantities.

Capturing the full benefit advanced tools requires making investments in

complementary assets like the tooling (for example, molds and inserts for

injection molding). In some areas like 3-D printing, innovation in the

materials processed is just as important as the tools themselves. GE Aviation,

both directly and through its acquisition of Morris Technologies, was an early

explorer in laser sintering for 3-D printing of metals. It experimented

extensively with sintering super alloys and is now moving into production on

fuel injectors for its LEAP engine for the Airbus A320neo and Boeing 737MAX.

Finally, established companies should encourage experimentation with new tools

and methods. This exploration is critical to the early formation of new

capabilities. In his book From the American System to Mass Production,

1800-1932, business historian David Hounshell talks about how Henry Ford

encouraged his production engineers to experiment extensively, even encouraging

them to scrap processes and machine tools that no longer met their fancy. Ford

s pioneering moving assembly line was a direct result. Managers need to strike

the right balance between exploration and exploitation.

Keeping a firms asset base up to date and flexible is an important way to

ensure that legacy doesn t turn into a liability in today s hypercompetitive

environment.

Willy C. Shih is the Robert and Jane Cizik Professor of Management Practice in

Business Administration at Harvard Business School.