Case Presentation – American Express Interactive

Michael Bestul – Bus 754

 

History

American Express Corporation (AXI) was founded in 1850, with its primary functions as a diversified global travel and financial services company.  By 2000, the company was composed of three segments: Travel Related Services, Financial Advisors, and the American Express Bank.

            As part of Travel Related Services (TRS), one of its product areas, known as Corporate Services, specialized in corporate charge cards, corporate purchasing cards, expense management consulting, and corporate travel services.  Through Corporate Services, TRS had accumulated over 70% of the Fortune 500 as customers of its business travel and/or Corporate Card programs.  Under this product area, a business unit called Corporate Services Interactive (CSI) emphasized on developing new ventures for TRS, leveraged by the Internet and other technologies.

            Studies by AXI from as early as 1995 determined that the profitability of AXI’s traditional travel business would decline due to airlines cutting commission rates, which was AXI’s primary revenue source.  Created by Corporate Services Interactive along with business partner Microsoft, American Express Corporation launched AXI Travel, its first Internet business, in November 1997.  CSI was run by Senior Vice President and General Manager Sonia Sharpe.  The CSI team, along with Microsoft, moved to offices outside of the American Express corporate headquarters in efforts to build AXI travel as an entrepreneurial start-up company with its own marketing, sales, product development, and business development resources.  Since software development was not one of AXI’s core competencies, Microsoft filled a significant void in software technology and speed to market.

            Through preannouncing AXI Travel and holding a client-trial program, AXI was able to keep corporate customers interested while at the same time receive feedback to make sure AXI Travel would meet client expectations.  In November 1997, AXI Travel Version 1.0 was officially up and running.  Future enhancements to the system were launched in March 1998 and June 1998.  AXI Travel had proven to be successful, and by February 1998, 50,000 business travelers in 225 corporations used AXI Travel, which accounted for $4.8 billion in total travel volume.  Costs of booking a travel reservation declined by over 50%, and value was added to all parties involved:

·        corporate travel managers were able to control travel expenses

·        business travelers’ expectations of comfort and convenience were met

·        loyalty programs and incentive programs were developed for both business travelers and travel arrangers

·        AXI’s Travel Operations group was able to shift low-value-added activities onto AXI Travel, allowing more time to spend on higher-value activities for travel counselors.   

While TRS primarily generated revenues from airline commissions, AXI Travel changed the pricing model and revenue stream to implementation and consulting fees, transaction fees, and maintenance fees.  Due to the success of AXI Travel, American Express used this product to leverage new e-business offerings.  AXI continued to form other nonexclusive partnerships in order to launch other online businesses, such as AXI Expense and AXI Purchasing Solutions.  These new online businesses encouraged greater use of the AXI Corporate Card because data could be fed to these corporate databases and expense reports.  Due to the demand of an online gateway into the relationships with AXI for travel and purchasing managers, as well as Corporate Card customers, AXI developed a portal called American Express@Work.  AXI also took a minority stake and partnered with Get There, Inc. to form another online travel site called Corporate Travel Online (CTO).

American Express found a significant demand for an e-purchasing marketplace.  Within this business-to-business (B2B) marketplace, AXI would act as an infomediary where buyers and suppliers could do business.  This new business venture, called MarketMile, would be a separate start-up company, jointly owned by both American Express and B2B service provider, Ventro. 

American Express, clearly a traditional “brick and mortar” business model company, had morphed with the “click and order” model to form a commingled “click and mortar” approach.  Since delving into Internet-based services, AXI’s competition was no longer clearly defined, and industry boundaries were no longer fixed and stable. Yet AXI’s business opportunities appeared to be gigantic.

 

Problems and Opportunities              

Problem: American Express, a traditional “brick and mortar” business model, has now joined the technology-based entrepreneurial realm, which is not its core competency.

            In efforts to gain the majority of market share, American Express has taken a leadership approach in taking advantage of Internet technology.  However, American Express had always been a global travel and financial services company, not a technology company.  Taking on this new approach, AXI appears to be stepping out of its core competency and venturing into something entirely new.  AXI is currently partnering nonexclusively with various technology firms to alleviate risks in the technology implementation process.

 

Problem: American Express’s competition is no longer clearly defined, and industry boundaries are no longer fixed and stable.    

            The Internet allows many businesses, large and small, traditional and entrepreneurial, to compete with each other.  Businesses come and go every day, trying to offer new and unique products and services in order to attract a vast array of customers.  Even companies that AXI partners with, like Get There, Inc., could also become AXI’s competitors.  American Express is no longer in competition where boundaries are fixed and stable – they’re constantly changing.

 

Opportunity: With the successful implementation of American Express’s AXI Travel, this well-established AXI product can serve as the basis for launching an endless amount of other AXI products – the opportunities are endless.

            American Express has already capitalized on this opportunity somewhat – but not to its fullest.  AXI has already launched its AXI Expense, AXI Purchasing Solutions, and American Express@Work.  However, CSI’s Senior Vice President and General Manager Sonia Sharpe appears to be hesitant in that many of the new businesses that CSI had developed don’t fit into AXI’s traditional business model or within any business unit.

 

Recommendations    

Problem: American Express, a traditional “brick and mortar” business model, has now joined the technology-based entrepreneurial realm, which is not its core competency

            If American Express wants to continue to be a successful company, AXI must realize that it’s traditional “brick and mortar” business model must transform into a fully networked organization.  Instead of being defined as acting like a big company or a small company, AXI must act like a big-small company.  With an ever-changing business environment, AXI needs to operate with continuous innovation and precise execution, and therefore processes and systems must be designed from the beginning with change in mind.  The high levels of control and integration methods in the traditional management model must unite with the fast-paced ‘learning by doing’ approach of entrepreneurial organizations.  Technology can help management by providing access to real-time information, support analysis and interaction, and allow distant locations to make key decisions.  Leadership must become a shared vision between all stakeholders of AXI.  Senior executives must allow empowered teams to make decisions that aren’t identified as critical failure factors.  By becoming a fully networked organization, AXI hasn’t shifted its core competency away from global travel and financial services – it simply has become more ready to meet the needs of its customers in an ever-changing environment.

 

Problem: American Express’s competition is no longer clearly defined, and industry boundaries are no longer fixed and stable.

            Since AXI’s competition could also come from its partners, AXI must cease with nonexclusive partnerships and buy a technology company that already meets their online business needs and expectations.  AXI has already partnered with many technology companies in the various online business ventures pursued.  When partnering with another company, AXI also shares with that company pertinent information.  This information can be taken by AXI’s partnering company, which could easily turn this information (combined with their already-honed technology expertise) into a competitive online site.  AXI made a big mistake by partnering with Get There, Inc – AXI’s equity stake in their CTO product was minimal and created direct competition with AXI Travel, AXI’s primary online business travel product.  Although AXI’s competition will never be clearly defined and industry boundaries will never again be fixed and stable, AXI can take the preventative measure of buying its own technology company to erase the risk of being potentially responsible for adding competition.      

           

Opportunity: With the successful implementation of American Express’s AXI Travel, this well-established AXI product can serve as the basis for launching an endless amount of other AXI products – the opportunities are endless.

            AXI must not start to have doubts about its Internet-established businesses just because it doesn’t fit within AXI’s traditional business model.  AXI must realize that this new technology is the direction that business is headed, and if it wants to succeed, AXI must continue innovating and developing new online products and services.  AXI had great success with AXI Travel - since TRS has over 70% of the Fortune 500 as customers of its business travel and/or Corporate Card programs, AXI Travel has an excellent target market that have already been customers of AXI.  AXI Travel must take this success and use it as a platform to continue to launch new business opportunities.  AXI should move forward with its MarketMile B2B venture and incorporate it with the rest of its products on AXI’s American Express@Work portal.  With continued developments, combined with AXI moving to a fully networked organization, AXI’s traditional business model will eventually be replaced with a more decentralized, multiply-located and specialized approach - all connected by a highly-networked infrastructure.