INNOVATION IN THE BUSINESS MODEL FROM THE PERSPECTIVE OF DYNAMIC CAPABILITIES: BEMATECH’S CASE

ABSTRACT Purpose: The literature on business models deals with creation and capture of the value obtained through innovation as elements necessary for the continuity of the companies. The concepts inherent in business models demonstrate the operation logics s for the creation of value. To verify how the value creation process occurs, a case study has been carried out based on the change in the business model of Bematech S.A, a Brazilian company from Information Technology (IT) service area. Originality/Value: The theory about business models and dynamic capabilities indicates some connections between these concepts, but this connection lacks practical observation, so the purpose of this article is to understand how innovation occurred in the business model and search, which routines were essential for the value creation in the company Bematech. The phenomenon was observed from the perspective of dynamic capacities. Design/methodology/approach: Based on the reviewed literature, it was decided to conduct in-depth interviews with employees from the strategic planning and IT areas. A graphical representation of the business model was used to capture its structure, the business model canvas. Findings: The results of this study show how dynamic capability and business model connections occur and demonstrate which high-level routines enabled innovations in the Bematech’s business model for value creation and value capture. The study also shows the boundary between dynamic capabilities and the business model.

摘要
研究目的：现有商业模式相关文献将通过创新实现价值创造与价值获取视为企业持续经营的必要要素。商业模式所蕴含的核心概念，阐明了价值创造的运作逻辑。为验证价值创造流程的具体实现路径，本研究以巴西信息技术（IT）服务领域企业Bematech S.A.的商业模式变革为案例展开研究。

原创性与价值：商业模式与动态能力（dynamic capabilities）理论已揭示二者间存在一定关联，但该关联尚缺乏实践层面的实证观察支撑。故此，本文旨在探析Bematech的商业模式创新发生路径，并厘清支撑该企业价值创造的核心常规活动。本研究从动态能力视角展开现象观察分析。

研究设计与方法：基于现有文献梳理，本研究对战略规划与信息技术部门的员工开展深度访谈，并采用商业模式画布（Business Model Canvas）这一图形化工具，对企业商业模式的结构进行刻画与信息捕捉。

研究发现：本研究结果阐明了动态能力与商业模式之间的关联机制，并揭示了支撑Bematech通过商业模式创新实现价值创造与价值获取的高阶常规流程。此外，本研究还界定了动态能力与商业模式之间的边界范畴。