Corporate Brand Identity Matrix
CBIM
Mats Urde · Lund University
Purpose & Claim
Why Urde Built the Matrix
Urde developed the matrix for three reasons.
To give managers an agreed framework. Managers had no widely agreed framework to help them define a corporate brand identity and align its elements "so that they come together as an entity". For Urde, this is a serious problem in practice and a gap in research. It may derail brand building and in the end put the whole corporate strategy at risk (Urde, 2013, p. 742). The few frameworks that did exist for corporate brands covered only single aspects, such as alignment, or gave broad overviews that managers could not easily put to use (Urde, 2013, p. 748). The matrix is his answer, a guide to the "describing, defining and aligning" of corporate brand identity (Urde, 2013, p. 742).
To give corporate brands a tool of their own. Managers of product brands can draw on many frameworks that are based on theory and tested in practice. Managers of corporate brands, by contrast, "are not equipped with a comparable toolbox". They usually have to borrow frameworks made for product brands or use improvised hybrid models, although their situation is quite different (Urde, 2013, pp. 742–743). A corporate brand has an organisation behind it, and this shows in the way people talk. A company typically speaks of itself as "we", and others speak of it as "they", while everyone calls a product brand "it". Mission, vision, core values, culture and competences are vital parts of a corporate brand. Yet frameworks for product brands often simply leave them out (Urde, 2013, p. 743).
To keep pace with the rise of corporate brands. Corporate brands have become more important for strategy, in research as well as in practice. Many companies want to move from selling branded products to offering broader "customer solutions", with the corporate brand in the limelight (Urde, 2013, p. 743).
The Model
Eight Elements Around a Core
Structural Logic
Three Rows, One Core
The matrix has nine elements in three rows. The bottom row is internal and covers the company itself, with its mission and vision, its culture and its competences. Urde calls these three elements "the bedrock" of the identity's inner side (Urde, 2013, p. 751). The top row is external and faces customers and other stakeholders. It holds value proposition, relationships and position, which strongly influence the brand's image and reputation (Urde, 2013, pp. 751, 753). The middle row links inside and outside. It holds expression, personality and, at the centre, the brand core (Urde, 2013, pp. 751–752).
- Everything echoes the core: the arrows from the centre show that all elements are linked. In a coherent identity, "the core reflects all elements, and every element reflects the core" (Urde, 2013, p. 751).
- Three types of value: the bottom row holds the values of the organisation, and the centre holds the core values that sum up the identity. The top row holds the values meant for customers and for other groups with an interest in the company, which Urde calls non-customer stakeholders (Urde, 2013, p. 751).
- Two ways in: managers can start from the outside, with external elements such as the value proposition. Urde calls this market-oriented. Or they can start from the inside, with the internal elements and the core, which he calls brand-oriented. A mix of both also works (Urde, 2013, p. 751).
- Pairs that should match: arrows in the figure mark key links between pairs of elements. Culture should match relationships, and personality should match expression. Competences should fit the value proposition, and the position should fit the mission and vision (Urde, 2013, pp. 752–753, 758–759).
The three-by-three matrix builds on the logic and structure of an earlier model, the Market and Brand Orientation Framework, which separates internal, core and external parts (Urde et al., 2011, cited in Urde, 2013, pp. 745, 750). For the names of the nine elements, Urde used established terms from the literature and tested each draft version in the case companies. Competences became an element because the managers suggested it (Urde, 2013, pp. 750, 757).
Elements
Nine Elements as Urde Defines Them
Definitions follow Urde (2013, pp. 751–753). The questions in italics are his own guiding questions (Urde, 2013, p. 754; for Relationships, Urde & Greyser, 2014, p. 33). All examples come from his analysis of ABB.
External
01
Value Proposition
The mix of appealing arguments aimed at customers and other stakeholders. A strong value proposition should build a good relationship between customers and the brand, lead to purchases and earn the company a good reputation. A key challenge is to write specific value propositions that still fit a broad brand core (Urde, 2013, p. 753).
What are our key offerings and how do we want them to appeal to customers and non-customer stakeholders?
ABB: Energy efficiency, grid reliability, industrial productivity, lower environmental impact (Urde, 2013, p. 755).02
Relationships
How the company builds relationships with customers and other stakeholders over time. The element "defines a mode of conduct". It covers how the company serves its customers, works with them and relates to them. This should match the company's culture (Urde, 2013, p. 753).
What should be the nature of the organisations' relationships with its key customer and non-customer stakeholders?
ABB: Partnership, trust, long-term (Urde, 2013, p. 755).03
Position
Where management wants the corporate brand to stand in the market and in the hearts and minds of key stakeholders. It is not the positioning itself but a point of reference for the positioning work that follows once the identity is defined (Urde, 2013, p. 753).
What is our intended position in the market, and in the hearts and minds of key customers and non-customer stakeholders?
ABB: Leading-edge technology, innovation and quality leadership (Urde, 2013, p. 755).
External / Internal
04
Expression
The verbal, visual and other signs by which people recognise the company, such as tone of voice, design, graphic style and logo. It also includes a flagship product that shows the brand's qualities. Visual identity is part of the corporate brand identity, "but not at its heart" (Urde, 2013, p. 752).
What is unique or special about the way we communicate and express ourselves making it possible to recognise us at a distance?
ABB: ABB logo and name, ABB graphic style, industrial design (Urde, 2013, p. 755).05
Core: Promise and Core Values
The heart of the matrix. Urde defines the brand core as a set of core values that support and lead up to a promise. The promise ties the core values together into a meaningful whole. It is communicated to the outside and guides the company on the inside (Urde, 2013, p. 752). Urde compares the core to a beacon that guides brand building inside and outside the company (Urde, 2013, p. 758).
What do we promise, and what are the core values that sum up what our brand stands for?
ABB: The promise is "Power and productivity for a better world". The core values are leading-edge technology, inclusiveness and passion (Urde, 2013, p. 755).06
Personality
The mix of human traits that form the company's character. Following Keller and Richey, Urde points to a key difference. A product brand's personality is usually linked to the image of its consumers and users. A corporate brand's personality depends more on the personality of the employees who represent the company (Keller & Richey, 2006, cited in Urde, 2013, p. 752).
What combination of human characteristics or qualities forms our corporate character?
ABB: Open, respectful, multicultural (Urde, 2013, p. 755).
Internal
07
Mission & Vision
The mission explains why the company exists and what drives it beyond making money. The vision says where it is heading and what inspires it. For companies that start from the inside (brand-oriented), the mission is typically a starting point for defining the corporate brand identity (Urde, 2013, p. 751).
What engages us, beyond the simple aim of making money (mission)? What is our direction and inspiration (vision)?
ABB: Improve performance, drive innovation, attract talent, act responsibly (Urde, 2013, p. 755).08
Culture
The company's attitudes, values and beliefs, and the way it works and behaves. Culture can set the company apart from its competitors. Heritage and track record, country of origin and iconic leaders can be important parts of the culture that shape the corporate brand identity (Urde, 2013, pp. 751–752).
What are our attitudes and how do we work and behave?
ABB: Responsibility, respect, determination (Urde, 2013, p. 755).09
Competences
The company's skills and processes, above all its core competences. They show what the company does especially well, which knowledge and ways of working set it apart, and where it beats its rivals. This element ties the brand to lasting competitive advantage. Managers in the case companies suggested this element (Urde, 2013, pp. 750, 752, 757).
What are we particularly good at, and what makes us better than the competition?
ABB: Automation and power technology, project design and management (Urde, 2013, p. 755).
Application
Describe, Define, Align and Common Mistakes
Urde sees the matrix as a management tool for everyone who works on the corporate brand identity. His guiding questions are meant to start the discussion of each element (Urde, 2013, p. 753). He used the matrix in workshops with managers from different levels and functions in three companies (Urde, 2013, p. 757). Each case shows one of the three tasks the matrix is made for (Urde, 2013, pp. 742, 749).
- Describe: at ABB, the matrix was used to describe the existing corporate brand identity. The brand platform was a primary source, alongside other company documents, executive interviews and workshops. The result was a clear overview that improved the general understanding of the ABB brand and its business relevance for the product areas (Urde, 2013, pp. 754–755).
- Define: at Cargotec, the mother brand was little known compared with its three daughter brands Hiab, Kalmar and McGregor. The plan was to "let the daughters define the mother's identity". Managers first used the matrix to define each daughter brand and then discussed one combined matrix for Cargotec. An internal survey with more than 3,000 respondents rated the proposed elements, and an external survey of customers and other stakeholders led to the final adjustments (Urde, 2013, pp. 755–756).
- Align: at Trelleborg, the matrix helped to check whether the core and the outer elements fit together and to find gaps between them (Urde, 2013, p. 756).
In some workshops, participants described each element twice, once as it is today and once as they want it to be in the future. This pointed to possible gaps between the current and the ideal identity and started discussions on how to close them (Urde, 2013, p. 757).
Later, Urde and Stephen Greyser filled in the matrix for the Nobel Prize. They started with the core: the promise "For the benefit of mankind" and three core values, discovery, excellence and engagement for higher ideals. Then they worked through the linked pairs: mission and vision with position, competences with value proposition, personality with expression, and culture with relationships. They call these pairs the strategy diagonal, the competition diagonal, the communication horizontal and the interaction vertical (Urde & Greyser, 2014, pp. 32–33).
Common Mistakes
Urde's case work shows four stumbling blocks in practice (Urde, 2013, pp. 756–758):
- Thinking in product brands: the branding experience inside a company often comes from work on product brands (Urde, 2013, p. 758). In the workshops, managers' thinking was shaped by best practice and by examples from image-driven product branding. So the workshops began by discussing how product and corporate branding differ, and only then introduced the matrix (Urde, 2013, p. 757).
- Leaving the brand to marketing: the corporate brand was seen as mainly the job of the marketing and branding department. Managers knew this was not ideal, but it was how things worked in practice. To counter this, the workshops brought together managers from different levels and functions (Urde, 2013, p. 757).
- Hollow values: in practice, the promise and the core values are often dismissed as "fine words" with little or no business relevance (Urde, 2013, p. 756). In the workshops, participants saw some official values as merely "fine words", while they backed others with examples from their own work. Such "hollow values" have weak roots inside the company, or none at all, and lack credibility with customers and other stakeholders. They need to be reviewed and revised (Urde, 2013, p. 757).
- Seen as a head-office project: in any major branding process, management fears that the organisation will ignore the result as "yet another HQ initiative". At Cargotec, staff were therefore involved in the process, and the results were shared widely on the intranet to win acceptance and commitment (Urde, 2013, p. 756).
Takeaway
Key Contributions and Limitations
Key Contributions
- Built for corporate brands: the matrix is made for the identity of a whole company. Earlier frameworks were often designed for product brands (Urde, 2013, pp. 742, 759).
- Strong internal side: it gives weight to mission and vision, culture and competences. Making competences an element of their own sets it apart from other identity frameworks, for product and corporate brands alike (Urde, 2013, pp. 751, 758).
- Clear brand core: it defines the core as "a set of core values leading up to and supporting a promise". Many existing frameworks leave the core vague (Urde, 2013, p. 758).
- Maps the key links: it shows how the core and the other elements are linked. This gives managers an overview of what to analyse, measure and track in practice, and shows how gaps might be found (Urde, 2013, pp. 758–759).
- Outside-in and inside-out: managers can start from the market or from the company itself. Urde sees the two views as different but working well together (Urde, 2013, p. 758).
- Tested with managers: it was developed and tested together with managers in three companies. It was refined further in executive education courses, where participants used it to analyse more than 50 corporate brands (Urde, 2013, pp. 749–750, 758).
Limitations
- Links not yet tested: the arrows suggest which elements should match, such as culture and relationships. Urde notes that these links "could be further evaluated and quantified" (Urde, 2013, p. 759).
- Narrow case base: all three cases are companies where the corporate brand is "in the limelight". Whether the matrix works as well for other corporate brand strategies, such as endorsement, is still open (Urde, 2013, p. 759).
- Identity set by management: the matrix treats identity as something management defines and aligns. Von Wallpach and colleagues name Urde (2013) as an example of the view that identity must be aligned, "solid and stable". They argue that brand identity is not built "in isolation, let alone by management", but keeps changing as many stakeholders inside and outside the company shape it together (von Wallpach et al., 2017, pp. 3–4).
Boundaries – Relation to Neighbouring Models
How the Matrix Relates to Other Models
- Kapferer's Brand Identity Prism: Urde credits the prism with moving the focus from image to identity. Its culture facet and its split into inner and outer facets make it a bridge between product brand and corporate brand models. But the prism puts weight on self-image and reflection, which describe what customers say to themselves through their choice of brand and what others think of that choice. This is why Urde finds it better suited to product brands than to corporate brands (Urde, 2013, pp. 745–746). In the CBIM, self-image and reflection apply to customers and to other stakeholders. They should be considered early, when the corporate brand identity is being defined (Urde, 2013, p. 753).
- Product-brand tools: models such as the Brand Wheel and Unilever's Brand Key were mainly designed for image-driven product brands. They leave out the internal side of the brand, and this seriously limits their use for defining a corporate brand identity (Urde, 2013, p. 745).
- Corporate brand frameworks: the AC3ID Test and the Corporate Branding Tool Kit focus on aligning different identities, not on defining a corporate brand identity (Urde, 2013, p. 747). Urde finds Aaker's Brand Identity Planning Model too general to work as a management tool for corporate brands (Urde, 2013, p. 746).
- Use alongside product-brand models: the CBIM is meant for cases where the corporate brand is what is being analysed. For the identity of a product brand, "several established models are available", and the CBIM can be used together with them (Urde, 2013, p. 759).
References
- Urde, M. (2013). The Corporate Brand Identity Matrix. Journal of Brand Management, 20(9), 742–761. https://doi.org/10.1057/bm.2013.12
- Urde, M., & Greyser, S. A. (2014). The Nobel Prize: A 'Heritage-Based' Brand-Oriented Network (Working Paper No. 15-010). Harvard Business School. https://www.hbs.edu/ris/Publication%20Files/15-010_137eb91c-9f35-4b6d-bb6c-eca5b6f0bc30.pdf
- von Wallpach, S., Hemetsberger, A., & Espersen, P. (2017). Performing Identities: Processes of Brand and Stakeholder Identity Co-Construction. Journal of Business Research, 70, 443–452. https://doi.org/10.1016/j.jbusres.2016.06.021 (page numbers refer to the accepted author manuscript)