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Identity-Based Brand Management

Identitätsbasierte Markenführung

Christoph Burmann · University of Bremen

Purpose & Claim
Why Burmann Built the Approach

Burmann developed the approach for three reasons.

To find where brand management must start. It is getting harder for companies to set their brands apart from competitors and to make customers prefer them. Yet some brands, such as Mini, Coca-Cola, Puma and Persil, keep customers loyal for a long time and can charge notably higher prices. For many makers of branded goods, brands are now their most valuable assets (Burmann et al., 2003, p. 1). So where must brand management start if it is to succeed in the long run? Burmann's answer is the identity of the brand. The approach goes back to his earlier work with Heribert Meffert. In 1996, the two had already presented a form of brand management built around identity. The 2003 working paper develops it further and takes from that joint work its basic idea and the features of identity (Burmann et al., 2003, pp. 1, 5, 16, 55). The 2009 article, too, credits the six components of identity to Meffert and Burmann (Burmann et al., 2009, p. 391). Kapferer and Aaker also see identity as what makes a brand authentic and sets it apart for the long term (Burmann et al., 2003, pp. 1–2).

To add the inside view to the outside view. The classic view looks at a brand from the outside in. It asks how buyers see the brand. This outside picture is the brand image. Burmann adds a view from the inside out. It asks how the people in the company behind the brand see it, such as employees, managers, owners and sales partners. This self-image is the brand identity (Burmann et al., 2003, p. 4). The inside view is also missing when brands are measured. Most models of brand equity, the value a brand has as an asset, take the buyer's view. Employees have received little attention, although Burmann and colleagues see them as "the original source of brand equity" (Burmann et al., 2009, p. 390). There is also a practical reason. Managers cannot directly access or control the image, but they can manage the identity directly (Burmann et al., 2009, p. 396).

To give brand management a complete process. Apart from Burmann's earlier work with Meffert, the authors knew of no complete, self-contained process for brand management in the literature (Burmann et al., 2003, p. 55). So their working paper sets out a process that allows brands to be built and managed professionally (Burmann et al., 2003, p. 2). Later, Burmann and colleagues also used the approach as the theoretical base for a brand equity model of their own. Most brand equity models, they argue, lack a sufficiently rigorous theoretical basis (Burmann et al., 2009, p. 390).

The Model
Identity Facing Image

Identity-Based Brand Management: two heads face each other. The left head holds the brand identity of the internal target groups with its six components, the right head the brand image of the external target groups. Positioning and credibility link the two.
Redrawn after Burmann et al. (2003, p. 25, Figure 8), labels translated from the German original.

Structural Logic
Two Heads, One Brand

The approach rests on one idea. A brand exists as two pictures. The brand identity is the self-image held by the people inside the company behind the brand. Burmann calls them the internal target groups. The brand image is the picture held by customers and other people outside, the external target groups (Burmann et al., 2003, pp. 4–5). The figure shows the two pictures as two heads facing each other. The main task of brand management is to establish one shared picture of the brand in the heads of all insiders and outsiders. It does this by shaping and communicating all parts of the identity consistently and keeping them stable over time (Burmann et al., 2003, p. 9).

For Burmann, identity means the features that shape the brand's character for the long term in the eyes of the people inside. These features stay the same across places and over time (Burmann et al., 2003, p. 16). Identity comes first and is the basis for the image. So a brand can only be managed actively through its identity (Burmann et al., 2009, pp. 390–391). Six ideas shape the approach.

  • Like a person's identity: as early as the 1930s, Domizlaff said that every brand has its own "face" (translated). Like a person, a brand is perceived as a whole. So its components must fit together into one consistent "Gestalt", a whole without contradictions that sets the brand apart from other brands (Burmann et al., 2003, p. 12). From Erikson's research on identity, Burmann takes four features that people and brands share: reciprocity, continuity, consistency and individuality. Identity forms only in contact with others, keeps its core over time, avoids contradictions and is unique (Burmann et al., 2003, pp. 15–16).
  • The people behind the brand: in the social sciences, identity grows out of people dealing with each other and reflecting on themselves. So for Burmann, identity cannot belong to a brand seen as a lifeless bundle of signs. It belongs to the group of people behind the brand (Burmann et al., 2003, p. 16). These are above all managers and employees, but also sales partners and owners who work actively in the company (Burmann et al., 2003, p. 17).
  • Built from the ground up: the left head stacks the six components. Origin is at the bottom and forms the base. Competences rest on the company's resources and abilities. They create the brand's edge over competitors and protect it. The offering decides how customers can use the brand. The vision guides how the identity is shaped, the values say what the brand believes in, and the personality sets how the brand communicates (Burmann et al., 2003, p. 17).
  • Positioning as the bridge: positioning boils the identity down to a few key features that matter when outsiders decide what to buy (Burmann et al., 2003, p. 24). The offering shapes the functional benefit customers see, which is what the brand does for them in practical terms. Personality, values and vision mainly shape the symbolic benefit, which is what the brand means to them beyond that, such as prestige or belonging to a group (Burmann et al., 2003, pp. 8–9, 25).
  • Credibility from the base: vision, values, personality and offering must fit the two components at the base, competences and origin. This fit decides whether the intended positioning is credible (Burmann et al., 2003, p. 25).
  • A two-way exchange: identity forms in two ways. Inside, everyone who works for the brand reflects together on what it is. Outside, these people deal with others and see how they perceive this brand and other brands. So identity and image are in constant exchange, and both can change over time (Burmann et al., 2003, p. 17).

The right head is built from the bottom up as well. Awareness comes first, because people must know a brand before they can form an image of it. Following Vershofen and Keller, the image itself has three parts. The first part is the attributes, meaning all the features customers notice in the brand. From these they draw a functional and a symbolic benefit. From awareness up to the symbolic benefit, each step usually matters more for buying decisions (Burmann et al., 2003, pp. 6–7).

The English names of the six components vary between sources. The 2009 article renders the six components of Meffert and Burmann (1996, 2005) as heritage, organizational capabilities, values, personality, vision and core offering (Burmann et al., 2009, p. 391). A later book by Burmann and colleagues lists origin, mission and vision, competences, values, personality and offer. There, vision and mission form one component (Burmann et al., 2017, as cited in Tőkés, 2019, p. 64). The figure and the definitions below follow the 2003 working paper.

Elements
Six Components as Burmann Defines Them

Definitions follow Burmann et al. (2003, pp. 17–23), translated from German. The German terms in italics are those in the figure. All examples are theirs, except for Brand Vision.


Foundation and Offering
  • 01

    Brand Origin

    Origin (Markenherkunft) is the foundation of the identity. Insiders and outsiders alike first see and interpret a brand in the light of where it comes from. Origin is not the same as history. History covers every past event linked to the brand. Origin picks out certain parts of that history and stresses them. That is why management can shape the origin over the long term. Ideally, origin makes everything else the brand does credible and authentic (Burmann et al., 2003, p. 18). Origin has three facets. Regional and cultural origin cover all influences from the brand's home countries and regions. Institutional origin is the industry or organisation the brand comes from. Industry customs, company culture and founders shape it (Burmann et al., 2003, pp. 18–19).

    Hipp: Claus Hipp, head of the company and a descendant of its founder, stands "with his name" (translated) for organically grown ingredients and the quality of Hipp baby food. Founders and leaders like him can shape a brand's identity decisively (Burmann et al., 2003, pp. 19–20).
  • 02

    Brand Competences

    Next to origin, the identity rests mainly on the competences of the company that runs the brand. The figure calls them (Kern-)Kompetenzen der Marke, the brand's (core) competences. They are the company's special ability to combine its resources in a way that suits the market. Older approaches saw a brand's competence mainly as product quality. Burmann calls this "a heavily shortened understanding" (translated), because it ignores the company's abilities that create the brand and develop it further. In his view, a brand is the result of the right combination of company resources (Burmann et al., 2003, p. 20). Competences only count if they create a customer benefit that people will pay for. They rest on knowing more than competitors, so they are always temporary. They need constant investment, also in keeping the people whose know-how they depend on (Burmann et al., 2003, p. 21).

    Audi: Burmann counts the ability to innovate as a competence. Audi's constant innovations, such as permanent four-wheel drive (Quattro), the fully galvanised body and lightweight aluminium construction, back up its positioning "Vorsprung durch Technik" (Burmann et al., 2003, pp. 35–36).
  • 03

    Brand Offering

    The offering (Art der Markenleistungen) is the basic kind of products and services the brand provides. It builds directly on the competences and decides how customers can use the brand. Management has to set the basic form and features of these products and services. Burmann compares this with a person who decides, as part of their identity, what role and function to take on in society, for example through their job. In the same way, the identity sets which functional benefits the brand should offer its customers (Burmann et al., 2003, p. 21).

    Jaguar: a negative example. Jaguar added a comparatively low-priced "entry-level estate car" (translated) to its range. For Burmann, this can only mean that nobody deliberately chose an offering to fit the other components. The car fits the brand's identity rather poorly, so from this point of view its market success is rather doubtful (Burmann et al., 2003, pp. 21–22).

Direction and Character
  • 04

    Brand Vision

    The vision (Markenvision) sets the brand's long-term direction for five to ten years. It should motivate everyone inside the company. Vivid, emotional guidelines should show what role the brand plays in reaching the company's long-term goals. Brand goals are more concrete and cover a shorter time. The vision coordinates action across the company so that it stays in line with these goals. It should name the market segments the brand targets and the main ways the brand differs from competitors. It must express a wish that can come true in the long run, so that it motivates people inside the company and lets them identify with the brand (Burmann et al., 2003, p. 22). A later version of the approach joins vision and mission into one component. The mission sums up the role the brand takes on for its target groups and states why it exists (Burmann et al., 2017, as cited in Tőkés, 2019, p. 65).

    Endava: Tőkés used the later version to study an IT service firm and places Endava's mission statement under this component. The statement stresses a focus on customers and high professional standards, adds relationships and digital services delivered with partners, and states the firm's global character (Tőkés, 2019, p. 72). Endava stands out through a new point in its mission, its contribution to putting the digital transformation into practice (Tőkés, 2019, p. 75).
  • 05

    Brand Values

    The values (Markenwerte) are the basic beliefs of management and employees, in other words, what the brand "believes in" (translated). They should express important emotional parts of the identity and what the target groups wish for in an ideal brand. They should be limited to a few statements and relate to the benefit the brand promises its customers (Burmann et al., 2003, p. 22).

    The Body Shop: its managers set clear values such as "against animal testing", "defend human rights" and "protect our planet" and applied them consistently in running the brand (Burmann et al., 2003, pp. 22–23).
  • 06

    Brand Personality

    Following Azoulay and Kapferer, Burmann defines the personality (Markenpersönlichkeit) as "the set of human personality traits that are both applicable and relevant for brands". These traits show in the brand's verbal and non-verbal style of communication. The brand's typical representatives and its origin shape this style. After launch, typical users and buyers can shape the personality too, by plan or by chance. Personality and values are the main ways to charge the relationship between brand and customers with emotion and so make it stronger. The personality strongly affects whether the target groups like the brand (Burmann et al., 2003, p. 23).

    Mini: as a lifestyle brand, Mini has a young, modern personality. It acts unconventionally and tries to surprise its target groups with wit in its communication (Burmann et al., 2003, p. 23).

Application
A Management Process in Three Parts

Burmann does not stop at the identity. He places it in a management process with three parts. The process plans, coordinates and checks everything done to build strong brands with all relevant target groups (Burmann et al., 2003, pp. 10–11).

  • Strategic brand management: it starts with a situation analysis. This covers customer needs, the places where target groups meet the brand (brand touch points), how target groups see the brand compared with competitors, and the company's own abilities, resources and culture. Only a close fit between internal resources and identity makes the brand credible inside and outside (Burmann et al., 2003, p. 11). Then come company and brand goals for one to five years. The top goal is to raise the brand's value and the value of its customer base, the customer equity (Burmann et al., 2003, pp. 10–12). Next, the identity is designed with the six components. Four more steps follow. Brand architecture coordinates all of the company's brands. Then come the identities of its other brands, brand evolution and the brand organisation (Burmann et al., 2003, pp. 10, 25, 29).
  • Operational brand management: here the identity is put into practice through the brand's offering, pricing, communication and distribution, and the brand is protected by law. Brand integration makes sure that all measures follow the identity defined before (Burmann et al., 2003, pp. 10, 34, 42).
  • Brand controlling: it supplies everyone involved with information and checks how effective and efficient all brand activities are (Burmann et al., 2003, p. 11). At its centre is the relationship between brand and customer. It ends one round of the process and is the starting point for the situation analysis of the next (Burmann et al., 2003, pp. 44–45).

The 2009 article builds a brand equity model on the approach. The model measures the brand's strength on both sides. Inside, it asks how attached employees feel to the brand (brand commitment) and how far they "live the brand" in what they do (brand citizenship behaviour). Outside, it looks at the buyers' image of the brand and at how they talk about the brand and buy it. The model links both sides to the brand's financial value (Burmann et al., 2009, pp. 390, 392–393). The authors tested the model in a consultancy project for the brand of one division of a leading global technology company. As a result, the board made brand commitment one of its yearly management goals, with a target increase of 6.7% in the first year and 8.6% in the next (Burmann et al., 2009, p. 396).

Another author, Tőkés, applied the later version of the six components to the websites of three software and IT companies in Cluj-Napoca, Romania. For each component, Tőkés looked at what the firms have in common and what sets them apart. The firms shared technical competences and a focus on customers and relationships. They differed mainly in their values and personality (Tőkés, 2019, pp. 61, 69–70).


Common Mistakes

The sources point to four stumbling blocks (Burmann et al., 2003, pp. 21–23, 34, 42; Burmann et al., 2009, p. 396):

  • An offering that does not fit: Burmann sees Jaguar's low-priced entry-level estate car as an offering that was not chosen to fit the other components. He therefore rates its market success as rather doubtful (Burmann et al., 2003, pp. 21–22). Sharing resources between brands can backfire too. Burmann's negative example is a Jaguar model in which customers could clearly see parts from the mass-market brand Ford (Burmann et al., 2003, p. 34).
  • Personality left to the buyers: if nobody plans it, typical buyers can shape a brand's personality and harm the brand. This happened with the Opel Manta (Burmann et al., 2003, p. 23).
  • Brand managers who come and go: when young, inexperienced brand managers change often, the brand can quickly grow weaker. To keep the brand steady, strategic brand management and brand controlling belong at the top of the company (Burmann et al., 2003, pp. 34, 42).
  • A brand designed for outsiders only: most brand concepts are still designed for people outside the company. Management should also put them into practice inside the company, consistently and continuously (Burmann et al., 2009, p. 396).

Takeaway
Key Contributions and Limitations

Key Contributions

  • Identity as the insiders' self-image: the approach sees every brand as two pictures. The people inside hold a self-image (identity), and customers and other outsiders hold a picture of the brand (image). Classic brand thinking looked only from the outside in. Burmann gives the view from the inside out equal weight (Burmann et al., 2003, p. 4; Burmann et al., 2009, p. 390). Since managers cannot control the image directly, brand management starts with the identity (Burmann et al., 2009, p. 396).
  • The people behind the brand as its source: identity belongs to the group of people behind the brand, from managers and employees to sales partners and owners (Burmann et al., 2003, pp. 16–17). Burmann and colleagues call employees "the original source of brand equity". Their brand commitment and brand citizenship behaviour become measures of the brand's strength inside the company (Burmann et al., 2009, pp. 390, 393). A brand can still look strong from outside while it is already damaged inside, as Burmann and colleagues illustrate with Deutsche Telekom (Burmann et al., 2009, pp. 391–392).
  • Origin as a component of its own: where a brand comes from is a separate part of its identity, with regional, cultural and institutional facets. Origin is not simply history. Management picks out parts of the past to stress and so can change how people see the origin over time (Burmann et al., 2003, pp. 18–20).
  • Credibility built into the approach: origin and competences form the base. Vision, values, personality and offering must fit them, or the positioning will not be credible (Burmann et al., 2003, p. 25). Competences mean the abilities of the whole company, not just product quality, and they need constant renewal (Burmann et al., 2003, pp. 20–21).
  • Identity in constant exchange: the approach draws on research into human identity. Identity forms both inside, as the people behind the brand reflect on it together, and in their contact with outsiders. Identity and image therefore keep shaping each other (Burmann et al., 2003, pp. 15, 17).
  • A whole management process: the approach does not stop at a set of components. It makes the identity the core of a full process of strategic management, operational implementation and brand controlling. The process starts with a situation analysis and goals. Then the identity is designed, and every later step must follow it (Burmann et al., 2003, pp. 10–12, 42, 55).

Limitations

  • Mainly an inside view: Tőkés compares the later version of Burmann's approach (2017) with the identity models of Aaker and Kapferer. In those models, external and internal elements work together. In Burmann's approach, by contrast, the components are "mainly internal elements" (Tőkés, 2020, p. 30).
  • No component for the visible brand: Burmann's own idea of a brand includes a bundle of signs, such as names, logos and jingles (Burmann et al., 2003, p. 3). Yet none of the six components describes these signs or picks out the few by which the brand should above all be recognised. Personality only sets the style of communication (Burmann et al., 2003, p. 23).
  • No component for the intended user: the vision names the market segments the brand targets (Burmann et al., 2003, p. 22), and typical buyers can shape the personality, by plan or by chance (Burmann et al., 2003, p. 23). Yet no component describes what kind of person the typical user should be. On the image side, typical buyers appear only as one of the attributes customers perceive (Burmann et al., 2003, p. 7).
  • No component for customers' self and belonging: self-realisation and belonging to a group appear only on the image side, as symbolic benefits, in other words as results (Burmann et al., 2003, pp. 8–9). No identity component sets how customers should see themselves when they use the brand or which group they should feel part of.
  • No component for the relationship: Burmann puts the relationship between brand and customer at the centre of brand controlling (Burmann et al., 2003, p. 45). Personality and values charge this relationship with emotion (Burmann et al., 2003, p. 23). Yet the identity has no component that defines what kind of relationship the brand wants with its customers.

Boundaries – Relation to Neighbouring Models
How the Approach Relates to Other Models

  • Image-based approaches: most brand equity models take the buyer's view. Their authors, for example Aaker and Joachimsthaler or Keller, see the source of brand equity in what buyers know about the brand. Burmann keeps this view but gives the view from the inside out equal weight (Burmann et al., 2009, p. 390). For the image side, he uses Keller's dimensions of brand image (Burmann et al., 2009, p. 391; Burmann et al., 2003, p. 7).
  • Kapferer, Aaker and de Chernatony: Burmann places his approach alongside Kapferer and Aaker, who also see identity as what makes a brand authentic and sets it apart (Burmann et al., 2003, pp. 1–2). The 2009 article lists their models and de Chernatony's next to the six components of Meffert and Burmann. Despite minor differences, all agree that the identity directly influences the image (Burmann et al., 2009, p. 391). Like Kapferer, Burmann puts identity on the side of the sender, the company that sends out the brand's signals. The image is what results when others decode and interpret these signals (Burmann et al., 2009, p. 396).
  • Other ideas of what a brand is: Burmann sees a brand as a bundle of functional and symbolic benefits. It sets itself apart for the long term from other offers that meet the same basic needs. He contrasts this with approaches that see a brand only as a bundle of signs that can be protected by law, as a picture in consumers' minds, as a legal right or as a branded product (Burmann et al., 2003, p. 3). In his view, identity cannot belong to a lifeless bundle of signs, only to the people behind the brand (Burmann et al., 2003, p. 16).

References

  1. Burmann, C., Blinda, L., & Nitschke, A. (2003). Konzeptionelle Grundlagen des Identitätsbasierten Markenmanagements [Conceptual Foundations of Identity-Based Brand Management] (LiM-Arbeitspapier Nr. 1). Lehrstuhl für Innovatives Markenmanagement, Universität Bremen. https://www.uni-bremen.de/fileadmin/user_upload/fachbereiche/fb7/lim/LiM-AP-01-Identitaetsbasiertes-Markenmanagement.pdf
  2. Burmann, C., Jost-Benz, M., & Riley, N. (2009). Towards an Identity-Based Brand Equity Model. Journal of Business Research, 62(3), 390–397. https://doi.org/10.1016/j.jbusres.2008.06.009
  3. Tőkés, G. E. (2019). Service Brand Identity Characteristics of Software and IT Companies in Cluj-Napoca. Acta Universitatis Sapientiae, Communicatio, 6(1), 61–82. https://doi.org/10.2478/auscom-2019-0004
  4. Tőkés, G. E. (2020). Methodological Framework for the Analysis of Brand Identity Construction. Journal of Media Research, 13(1), 22–40. https://doi.org/10.24193/jmr.36.2

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