MS&E 473 Homework Assignment #2

Marketing Models
Due Monday April 22, 2002


I. New Product Diffusion Modeling

In this exercise you will use a spreadsheet to understand new product diffusion models.  You will build a simple model which forecasts the number of trial and repeat purchasers, and translate this figure to total sales.  We will use the basic Bass model with an extension to capture repeat purchase.  The total sales in any period will be the sum of trial purchase and repeat purchase.

Recall the basic Bass model:

f(k + 1) = p[1 - F(k)] + qF(k)[1 - F(k)] where: f(k) = probability of trial adoption in period k  Set f(0) = 0.
F(k) = fraction of ultimate potential trial customers that have adopted through period k  Set F(0) = 0.
p = coefficient of innovation
q = coefficient of imitation
The model presented here is a discrete-time verion of the one you saw in class.  Note that: F(k + 1) = F(k) + f(k + 1) Your goal in this exercise is to build a spreadsheet which implements this model.  You have all the data you need below.

(a) Create the formulas in your spreadsheet which implement f(k) and F(k).  Use the coefficients p=0.03, q=0.6 to start.  Copy these formulas down the columns so that their values are forecasted through 20 periods.

(b) Now create a second set of columns which represent the incremental and cumulative trial adopters (n(k) and N(k)) over time.  Assume that the forecasted market for your product is m = 7000 customers.  Note that:

        n(k) = mf(k)
        N(k) = mF(k)

(c) Next, model the total number of repeat purchasers at time k, R(k).  We will use the model:

R(k) = bN(k-1) where b represents the fraction of those who try the product that will adopt it and become regular users.  Create an additional column for the repeat purchasers, R(k). Set b=0.5.

(d) Finally, create the last two columns in your spreadsheet that represent incremental and cumulative total sales, s(k) and S(k).  Sales are simply the sum of trial purchase and repeat purchase in this model.  Assume each trial adopter buys an average of 0.5 units, and each repeat purchaser buys an average of 2 units, so that:

        s(k) = 0.5n(k) + 2R(k)

(e) Plot the per period trial purchasers n(k), repeat purchasers R(k), and sales s(k) over 20 periods.

Questions

(Q1) Change the "Coefficient of Innovation" and "Coefficient of Imitation" to .06 and 0.9, respectively. What is the effect of this change on the sales forecast? Explore the implications of changing the "Coefficient of Innovation" and "Coefficient of Imitation" to 0.015 and 0.225, respectively.

(Q2) Change the repeat purchase parameter b from .5 to .2.  Repeat the sensitivity analysis specified in (1).

(Q3) What can you conclude about where it would be best to put additional sales and marketing efforts from the results in (1) and (2)? What additional information would be useful in making this assessment?
 

II. Conjoint Analysis

(f) Browse the Sawtooth software website to see the different conjoint software products available.  Now, Download the ACA Conjoint Demo following the instructions below:(i)    Create a new directory on your hard disk or floppy (requires ~450 KB) .

(ii)    Download the conjoint demo files:  hw2-conj.exe .

A Save As... window will allow you to place the file in this directory you just created. (iii)    From this directory in Windows Explorer, double-click on "hw2-conj". A PKSFX window will allow you to extract the required files to this directory.
Check that the files are actually extracted into the directory you created.
(iv)    From this directory in Windows Explorer, double-click on "ACA" to begin the interview.
(g) From the main menu: (Q4) What were your utility values for the printer attributes?  Based on the utilities would you prefer: (i)    A 6 page per minute, $750, laser quality printer that works only with IBM PCs.

  -or-

(ii)    An 8 page per minute, $1250, enhanced laser quality printer that works with both IBM and MAC computers.

(Q5) Do you feel comfortable with this choice? Why or why not?

(h) From the ACA system Menu choose " Simulation Example".

(Q6) What happens to the share of preference level for the inkjet, laser and laserjet plus printers when the new ink jet plus printer is introduced?

(Q7) What happens to the share of preference for all four printers when the price of the laser printer is reduced from $1000 to $800?

III. Application

Explore how a product diffusion model or a conjoint analysis might be appropriate for your project. (You can consider both if you so desire, but for this assignment you only need to focus on one).  If you focus on the conjoint analysis, you need not administer the conjoint analysis for this homework.  Write a short description (about 1 page) of how your team would apply one of these approaches to address strategic issues on your project.  If you believe that neither of these tools will be useful for your project, then describe the strategic concerns on your project and elaborate why marketing models would not serve your needs.

The purpose of this exercise is simply to explore whether the tools will be useful to you.  Note that it is not required that you ultimately use either of these marketing models in your project.