Technology &

Innovation Strategy
Review & Wrap‐up

Prof. Kevin Zhu
Rady School of Management
University of California, San Diego

https://rady.ucsd.edu/people/faculty/zhu/

Overarching Strategic Issues
 competing on multiple S-curves, migration path
 the trend of shrinking S-curves
 incumbents vs. attackers
 open platform vs. closed architecture
 how to win a standards war?
 how to make decision on technology investment with
uncertainty?
 interaction betw technological change and corporate
strategy.
 career choices….

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 Your Opinion Counts!
 What’s your most favorite topic? least favorite?

 Which case you like the most? the least?

 What’s your most favorite article?

 What articles did not add value (DROP)?

 What new topics/cases would you like to ADD?

 Any other feedback or suggestions?

Key Concepts?

What are your favorites?

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 S-Curves

Yesterday, today, and tomorrow’s s-

curves

C
H
A
S
M

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 Incumbents
vs.
Startups

Creative Destruction

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 Standards

Real Options

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 Disruptive Technologies

ABCD+IoT…

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Technology-enabled
Startups

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 Strapping New Technology to Old Business
Processes May Negatively Impact Value

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 What’s Coming…

Cloud Computing

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New Technologies Impact the

Next 10 Years
 Digital
 Mobile (ipad, tablet…to transform education,
medicine …)
 Software innovation
 Shared economy, social commerce, social+mobile
 Interned of Things  sensors, RFID
 Big data & analytics
 Clean/smart energy
 HIT, biotech

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 Future of Enterprise Computing

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Emerging Technologies

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 Fin Tech

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Technology to Transform Healthcare

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 Body Area Network?

“Repeated or
continuous
observations or
measurements of the
patient, his or her
physiological function,
and the function of life
support equipment, for
the purpose of guiding
management decisions,
including when to make
therapeutic
interventions, and
assessment of those
interventions” [Hudson,
1985, p. 630].

A patient monitor may not only alert caregivers to  potentially life‐threatening events; many provide  
physiologic input data used to control directly connected life‐support devices.

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Wireless-tech enablers
Sensor Analysis Utility Communication

Cloud
Computing

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 Learning Components
 Readings
 Class discussions
 Cases & case writeups
 Project: applying the concepts
 Digital classroom
 Guest speakers

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My Efforts

 Goals & objectives

 Design: rigorous, relevant content
 Prepare reading materials, Keep up with
new developments
 Try hard to make it relevant to your
career
 Emphasize key issues and concepts

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 Extra Miles

 Updating…
 Have students apply concepts: Dig out
the gold by yourself
 Facilitate active student participation
by providing a learning platform
 Bring guest speakers (knowledge, jobs,
connections…)

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Divergent Background

Require extra efforts Open mind,

contribute to class

Class fits majority

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 Feedback Appreciated

 Please fill out Course Evaluation

 URL:
 https://academicaffairs.ucsd.edu/Modules/
Evals

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Time
reserved for filling out
course evaluations

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 The Road Ahead…
 The specific technologies will keep evolving, but
the fundamental managerial concepts and
economic principles will stay stable.
 This class helps you build a foundation to move
forward.

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Your Professor as
Your Supporter/Advisor/Friend
 Specialty:
– Technology + Econ + Mgmt

Technology

Management Economics

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 Your Professor as
Your Supporter/Advisor/Friend
 Research: create new knowledge
 Teaching: share knowledge
 Consulting: connect to industry

Mgmt Theory Mgmt Practice

(Professor) (Managers)

Apply
(Consultants)

https://rady.ucsd.edu/people/faculty/zhu/
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 Class members
 TA, FA
 Dean

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 Dr. Zhu’s Declaration

You are now among the

top 5% of managers who
truly understand Tech and
Innovation Strategy.

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Thank You, and Wish You Succeed!

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