Pavan Pamidimarri

While there is much debate about converged offerings in the US, in the end the consumer will make the call. My Kearney colleagues Sridhar Narasimhan, Anbu Sollin Selvan, Mayank Lokwani and I believe that with the ongoing expansion of fixed broadband to the home, now is the time to explore FMC as a growth opportunity. US customers are looking for a converged offer that delivers on price without compromising on quality, provides convenience without complexity, and enriches their experience with added benefits. For telcos and MSOs, the call to action is clear: blending these elements into the FMC offerings will position them to not only meet but exceed customers’ expectations, capturing a bigger share of household spending and building a loyal following.

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Sharing the recording of a session with the KPMG UK Board Leadership Centre hosted by KPMG UK Chair Bina Mehta and Timothy Copnell. The discussion can be accessed here: https://lnkd.in/erb5WNpW Centred around my book, The Global Trade Paradigm (HarperCollins, 2023), the discussion was timely. Bina Mehta highlighted how geopolitics has become an important topic of her conversations with business leaders; she noted the KPMG CEO Survey lists geopolitics as a top concern for CEOs around the world.   What specific steps should boards and senior leadership take to address the implications of geopolitics on their corporations and stakeholders? Some suggestions:   1.   Establish mechanisms to get sharp insights into the dynamics of geopolitics that affect their companies. This may include working with think tanks that understand relevant regions and countries as well as functional domains (supply chains, cyber security, sustainability would be examples.)   2.   Engage with governments in ways that are effective and appropriate. Public affairs functions need to be staffed with the right competencies and must work closely with firm leadership.   3.   Monitor investment postures in key geographies, exposures in crisis zones, and resilience of supply chains.   4.   Add geopolitical expertise to boards or establish an advisory committee for the purpose.   In the broad ranging discussion with the BLC, I noted the pause, if not a reversal, that we see today of the decades-long secular trend the world experienced towards globalization and integration. A transformative change of the last three decades has been the rise of global value chains driven by various factors including the advance of technology as well as of logistics and infrastructure – underpinned by the imperatives of comparative advantage.      These global supply chains make the world vulnerable to disruptions. Present day examples include those arising from Ukraine, the Israel Gaza situation, the tensions in the Middle East, and the China-Taiwan dynamic. Additionally, the trade landscape must today contend with the ongoing US- China discord and global concerns about China’s ambitions. With 25% of global manufacturing being in China, that country is critical to almost every supply chain. The situation creates an imperative for alternative -- or additional -- nodes in global supply chains, supplanting or supplementing China. This in turn creates opportunities for locations ranging from Mexico to India.

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In this blog, my collegues Akshay Rajput Kriti Gupta and Ronak Doshi delve into the current state of the #PrivateEquity market, identify the strategic priorities reshaping PE firms' approaches, and explore the transformative role of #technology and service providers in this sector. Read: https://okt.to/Z9HWY0

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Congratulations to BCG Henderson Institute (BHI) Fellow Sagar Goel and BHI Ambassador Orsolya Kovacs on winning the 2023 HBR Prize! The HBR Prize, judged by an independent panel of business and academic leaders with input from members of HBR’s Advisory Board, spotlights the most outstanding article published each year in Harvard Business Review. As a part of their BHI research, Sagar and Orsi co-authored a study on how companies are reskilling their employees in a rapidly evolving era of automation and AI. For their article “Reskilling in the Age of AI,” Sagar and Orsolya, together with Jorge Tamayo, Leila Doumi, and Raffaella Sadun, interviewed leaders at some 40 organizations around the world that are investing in large-scale reskilling programs. Their analysis revealed five paradigm shifts emerging in reskilling. Read the winning article now:

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Thoroughly enjoyed this freewheeling discussion with my dear friend Rajesh Kumar Singh. Hope you will find this podcast useful!

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One of the keystones of great transformation programs is a simple story. I like how Joydeep Sengupta talks about the power of storytelling not only to bring strategic clarity and vision to align the organization, but also a way to create inclusion, engagement, and ownership mindset for the change. I would add that storytelling is a great way to inject purpose and leaning energy, which are great boosts to wellbeing. We too quickly launch new well-being and DE&I programs, without leveraging the power of leaders as storytellers. Human beings move in the direction of the stories we chose to tell. What stories are being told in our organizations and families is a great question! #CEOexcellence #leadership

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We’re pleased to share insights from AlixPartners’ 19th Annual Turnaround and Transformation Survey. There is a lot of work for restructurers! High capital costs, along with interconnected industries, global conflicts, changing consumer sentiments, and AI advancements, are all intensifying the need for stronger business resilience. To help you understand how leadership teams can reassess the situation, and reconfigure a company for success, download the full report now: https://lnkd.in/dw367EKv

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A brutal mix of factors over the last few years led to retailers absorbing excess inventory shocks. But with the cost of capital increasing, it’s more important than ever to ensure inventory levels do not rise to unsustainable levels while also avoiding out-of-stocks. Our latest insight by Amit Mahajan, Young Hu and Aabha Rathee reveals how leveraging AI and ML can transform inventory management, leading to a 10-20% reduction in working capital, a 50-60% reduction in stock shortage in stores, a 2-4% uplift in sales, and a 1-3% margin benefit. Discover how these technologies can help retailers optimize supply chains, reduce markdowns, and enhance customer satisfaction. Read the full article here:

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50% of retail executives expect significant change to their business model in 2024. It’s not surprising when you consider how the retail landscape is changing due to the digital revolution, consumer behavior change, geopolitical tensions, and economic pressures. To survive this new reality, retail leaders must take radical steps to refocus or completely transform their businesses. We've partnered with World Retail Congress on a report exploring 6 trends reshaping the industry, and what retailers can learn from the disruptive companies who are leading the way. Read the full report here:

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