Value oriented big data strategy: Analysis & case study

Abstract

Big data is emerging in recent years as an evolutionary phenomenon. Many new concepts and business models driven by data are introduced as a result. We in this research are motivated to investigate the value side of big data. We examine the financial statements in CAC40 companies in order to discover the relationship between stock performance and depth of corporate data involvement. Our results are surprisingly two-folded. There are companies with strong data capability that succeed in the stock market. There are also companies without much data depth that also perform well. Moreover, the result doesn't show link between the not-well performed companies and the lack of data capability. To decode this surprising result, we reexamine the existing strategic big data literature and discover the missing puzzle pieces. We thus propose a new strategic model that considers both supply chain decision dynamics and data capability. We explain this model based on an airline industry's case study. We draw managerial implications to conclude this paper.