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Strategy in transformation

Ambidexterity and agility

Organisational ambidexterity: lead your core business and innovation together, with the structures, resources and decision-making each one needs.

Ambidexterity and agility
  • Siemens
  • Porsche
  • Bayer
  • BASF
  • Henkel
  • Sony
  • Metro Group
  • McDonald’s
  • E.ON
  • Dräger
  • Sennheiser
  • Schüco
  • WIKA
  • Currenta

Developing new offerings or ways of working while the existing business has to keep running reliably creates tension. Organisational ambidexterity is about handling that tension well, and transformis supports this work across strategy, organisation, capabilities and culture. The aim is a balance of exploitation and exploration that fits your situation.

What you come away with

  • Separate tasks for optimisation and new development
  • Clarity on resources, leadership and decision-making
  • Suitable ways of working and links between the units

How we work

  1. 01

    Clarify the tension

    Distinguish operational tasks from questions about the future in your actual business.

  2. 02

    Design spaces

    Create the right roles, criteria and resources for improvement and exploration.

  3. 03

    Connect learning

    Assess insights and deliberately carry them into business decisions.

Making the different tasks visible

Which services can be delivered and improved with familiar processes? Where are the solution and the approach still uncertain? We distinguish these tasks together. This shows where standardised processes make sense and where iterative, more exploratory ways of working may be more useful.

Clarify resources and the leadership framework

The core business and new development both need capacity, clear responsibility and realistic expectations. Leaders deal with the trade-offs that result. Decision paths and the handling of uncertainty are clarified so that teams understand their remit and their room for manoeuvre.

An organisation needs reliability in what exists and room for new possibilities.

Design ways of working and the links between them

Organisational structure, capabilities and methods are aligned with one another. We also agree how insights flow between innovation and the existing business and how viable innovations are adopted. Reflecting on this together shows where structures or ways of working need to change.

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Improving the existing and exploring the new

Ambidexterity and agility concern two tasks that are necessary at the same time. The ongoing business needs reliable processes, quality and efficient use of existing capabilities. At the same time, organisations must explore new customer needs, technologies and business options. These requirements can hinder each other if the same criteria and decision routines apply to both.

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Together with leadership, we make visible where stability is desired and where experimentation should be explicitly permitted. This keeps agility from becoming a general buzzword. The question is what kind of adaptability a specific strategic challenge requires. Those responsible name the tasks, resources and limits of both modes. Collaboration at the transitions is particularly important, so that an exploration with sound findings can become an actionable decision.

Making the tension workable within the organisation

Shaping the future is a joint leadership achievement under uncertainty. An organisation cannot fully calculate every future development. It therefore needs places where observations from the market and operations come together and new options are evaluated. Ambidexterity is one such leadership task: managers protect the current performance promise and at the same time open up search spaces for new possibilities.

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We examine which roles, decision paths and learning routines support this tension. An experiment is not scaled simply because it is new; it is judged by its customer value and the demands it places on the organisation. Conversely, an early learning signal must not fail on the same short-term indicators as the established business. The result is clarified decisions for both kinds of work and a routine that transfers insights between them.

Innovation zwischen Verfeinerung und Erkundung ausbalancieren: Innovationsfähigkeit entsteht aus dem bewussten Umgang mit zwei unterschiedlichen Lernbewegungen: Exploitation verfeinert bestehende Gewissheiten, Effizienz und Routinen; Exploration sucht neue Möglichkeiten, experimentiert und nimmt Unsicherheit in Kauf. Welche Seite mehr Ressourcen benötigt, hängt vom Umfeld und von den strategischen Prioritäten ab. Für die Selbsterneuerung gilt deshalb, Variation zu ermöglichen, relevante Optionen zu selektieren und tragfähige Neuerungen wieder in Routinen zu überführen.

Arbeitsergebnisse: Unterschiedene Aufgaben für Optimierung und neue Entwicklung; Geklärte Ressourcen-, Führungs- und Entscheidungsfragen; Passende Arbeitsformen und Verbindung zwischen den Bereichen.

The right set-up depends on the business model and on how uncertain the tasks are. Together we define the brief, the people involved and the development steps required.

Combining exploitation and exploration requires different questions within the same leadership. With what already exists, the question is how services are delivered reliably, to a high quality and economically. With new options, it is initially open whether customers see a benefit and what capabilities the organisation needs. Questions about the future cannot be answered with the routines of current operations alone. At the same time, exploration without reference to the business would merely be a collection of ideas.

Together with those responsible, we therefore define search fields, decision rights and criteria for learning steps. An experiment is given room to test its assumptions, but also a point in time at which a decision is made on continuing or ending it. For it to be taken over into the existing business, processes, leadership and resources must be connected anew.

Tensions are to be expected: one unit protects its current performance promise while another trials an uncertain possibility. A shared leadership routine makes this tension discussable. Ultimately, ambidexterity shows in whether an organisation can handle both without sacrificing the future to short-term efficiency or operations to an unevaluated idea.

Ambidexterity describes the tension between the reliable performance of the existing business and the search for new possibilities. The two activities require different forms of steering. In the core business, repeatable processes and known quality standards count; a new option needs room for learning and for testing uncertain assumptions. Leadership decides which resources are available for both and by which criteria a new idea is pursued further. This does not mean creating two unconnected organisations.

Knowledge from the market and operations must be exchanged between units so that the new fits the strategy and the existing can be developed further. We look at this connection in the specific company and determine when an experiment is ended, adjusted or transferred into regular value creation. This decision needs criteria that suit the task, rather than judging every new project by the standards of the core business.

Frequently asked questions

Does ambidexterity mean everything has to become agile?

No. The way people work together follows the task at hand: reliable delivery or exploring new options. Working with your leadership team, we make visible where stability is wanted and where experimentation is explicitly allowed. The real question is what kind of adaptability a specific strategic challenge requires, so agility does not become a catch-all buzzword.

Why does this create tension?

Day-to-day operations and exploration draw on the same resources, yet partly need different criteria for deciding and evaluating. The running business needs reliable processes, quality and efficient use of existing capabilities; at the same time, new customer needs, technologies and business options have to be explored. If both are held to the same criteria and routines, they get in each other’s way.

Who holds the two modes together?

The leaders responsible set priorities, manage transitions and shape how new insights are jointly assessed. They protect what the business promises its customers today while opening up space to search for new possibilities. We examine which roles, decision paths and learning routines can carry this tension, especially at the transitions, so that exploration that produces solid insights leads to a decision that can be implemented.

When does an idea become an initiative?

When customer value, feasibility and the consequences for the organisation and the business have been tested sufficiently. An experiment is not scaled simply because it is new; equally, an early learning signal should not be judged by the same short-term metrics as the established business. For self-renewal, the rule is: allow variation, select the options that matter and turn viable innovations back into routines.

Prefer to talk directly?

What decision are you facing? Together, we clarify your situation, the people involved and the right next step.

Jan-Niclas Bockard

Jan-Niclas Bockard

Director | Chief Operating Officer (COO) and Head of corporate strategy competence team

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Let’s talk about your situation and what you want to develop in your organisation.

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