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Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service


Key State Blue Cross and Blue Shield Plan (a disguised case of an actual BCBS Plan) is the merged product of three state plans. Initially burdened with a reputation of poor customer service, Key State's executives decided to invest heavily in service improvement, eventually achieving superior levels. Key State's high-quality customer service emerged as a true competitive advantage for its customers, who were primarily businesses and health benefits consultants who influenced corporate purchasers of health insurance. The Key State brand came to be synonymous with personal service, security, choice, and dependability. But the health care insurance market was changing under Key State's feet. Spiraling costs meant that high-quality service became less of a competitive advantage as employers were lured by low-cost, low-service providers. Many employers cut or dropped health care benefits entirely, swelling the ranks of the under- and uninsured, who in turn were extremely price-sensitive when shopping for health insurance on their own. Finally, the health care insurance market was being revolutionized by financial institutions willing to hold health benefit accounts and pay providers directly, thereby eliminating the need for Key State as a mediator. Key State executives were aware of these changes but were challenged by the mindset, culture, and organizational design custom-fit to their business accounts. The case asks the reader to consider whether Key State has the right number of target markets, whether it should have one brand or several for its different target markets, what it should do for the uninsured, and how it should improve its brand experience in light of the industry's changing landscape. All of these decisions will have significant implications for the organizational design of Key State.

Authors :: Robert D. Dewar

Topics :: Strategy & Execution

Tags :: Organizational structure, Personnel policies, Strategy, SWOT Analysis, SWOT Matrix, TOWS, Weighted SWOT Analysis

Swot Analysis of "Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service" written by Robert D. Dewar includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Key Health facing as an external strategic factors. Some of the topics covered in Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service case study are - Strategic Management Strategies, Organizational structure, Personnel policies, Strategy and Strategy & Execution.


Some of the macro environment factors that can be used to understand the Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service casestudy better are - – increasing commodity prices, increasing government debt because of Covid-19 spendings, competitive advantages are harder to sustain because of technology dispersion, supply chains are disrupted by pandemic , increasing household debt because of falling income levels, banking and financial system is disrupted by Bitcoin and other crypto currencies, there is increasing trade war between United States & China, talent flight as more people leaving formal jobs, customer relationship management is fast transforming because of increasing concerns over data privacy, etc



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Introduction to SWOT Analysis of Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Key Health, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Key Health operates in.

According to Harvard Business Review, 75% of the managers use SWOT analysis for various purposes such as – evaluating current scenario, strategic planning, new venture feasibility, personal growth goals, new market entry, Go To market strategies, portfolio management and strategic trade-off assessment, organizational restructuring, etc.




SWOT Objectives / Importance of SWOT Analysis and SWOT Matrix


SWOT analysis of Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service can be done for the following purposes –
1. Strategic planning using facts provided in Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service case study
2. Improving business portfolio management of Key Health
3. Assessing feasibility of the new initiative in Strategy & Execution field.
4. Making a Strategy & Execution topic specific business decision
5. Set goals for the organization
6. Organizational restructuring of Key Health




Strengths Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Key Health in Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service Harvard Business Review case study are -

Analytics focus

– Key Health is putting a lot of focus on utilizing the power of analytics in business decision making. This has put it among the leading players in the industry. The technology infrastructure suggested by Robert D. Dewar can also help it to harness the power of analytics for – marketing optimization, demand forecasting, customer relationship management, inventory management, information sharing across the value chain etc.

Innovation driven organization

– Key Health is one of the most innovative firm in sector. Manager in Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service Harvard Business Review case study can use Clayton Christensen Disruptive Innovation strategies to further increase the scale of innovtions in the organization.

High switching costs

– The high switching costs that Key Health has built up over years in its products and services combo offer has resulted in high retention of customers, lower marketing costs, and greater ability of the firm to focus on its customers.

Digital Transformation in Strategy & Execution segment

- digital transformation varies from industry to industry. For Key Health digital transformation journey comprises differing goals based on market maturity, customer technology acceptance, and organizational culture. Key Health has successfully integrated the four key components of digital transformation – digital integration in processes, digital integration in marketing and customer relationship management, digital integration into the value chain, and using technology to explore new products and market opportunities.

Training and development

– Key Health has one of the best training and development program in the industry. The effectiveness of the training programs can be measured in Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service Harvard Business Review case study by analyzing – employees retention, in-house promotion, loyalty, new venture initiation, lack of conflict, and high level of both employees and customer engagement.

Highly skilled collaborators

– Key Health has highly efficient outsourcing and offshoring strategy. It has resulted in greater operational flexibility and bringing down the costs in highly price sensitive segment. Secondly the value chain collaborators of the firm in Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service HBR case study have helped the firm to develop new products and bring them quickly to the marketplace.

Strong track record of project management

– Key Health is known for sticking to its project targets. This enables the firm to manage – time, project costs, and have sustainable margins on the projects.

Low bargaining power of suppliers

– Suppliers of Key Health in the sector have low bargaining power. Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service has further diversified its suppliers portfolio by building a robust supply chain across various countries. This helps Key Health to manage not only supply disruptions but also source products at highly competitive prices.

Effective Research and Development (R&D)

– Key Health has innovation driven culture where significant part of the revenues are spent on the research and development activities. This has resulted in, as mentioned in case study Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service - staying ahead in the industry in terms of – new product launches, superior customer experience, highly competitive pricing strategies, and great returns to the shareholders.

Operational resilience

– The operational resilience strategy in the Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service Harvard Business Review case study comprises – understanding the underlying the factors in the industry, building diversified operations across different geographies so that disruption in one part of the world doesn’t impact the overall performance of the firm, and integrating the various business operations and processes through its digital transformation drive.

Learning organization

- Key Health is a learning organization. It has inculcated three key characters of learning organization in its processes and operations – exploration, creativity, and expansiveness. The work place at Key Health is open place that encourages instructiveness, ideation, open minded discussions, and creativity. Employees and leaders in Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service Harvard Business Review case study emphasize – knowledge, initiative, and innovation.

Superior customer experience

– The customer experience strategy of Key Health in the segment is based on four key concepts – personalization, simplification of complex needs, prompt response, and continuous engagement.






Weaknesses Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service are -

High dependence on existing supply chain

– The disruption in the global supply chains because of the Covid-19 pandemic and blockage of the Suez Canal illustrated the fragile nature of Key Health supply chain. Even after few cautionary changes mentioned in the HBR case study - Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service, it is still heavily dependent upon the existing supply chain. The existing supply chain though brings in cost efficiencies but it has left Key Health vulnerable to further global disruptions in South East Asia.

High bargaining power of channel partners

– Because of the regulatory requirements, Robert D. Dewar suggests that, Key Health is facing high bargaining power of the channel partners. So far it has not able to streamline the operations to reduce the bargaining power of the value chain partners in the industry.

Lack of clear differentiation of Key Health products

– To increase the profitability and margins on the products, Key Health needs to provide more differentiated products than what it is currently offering in the marketplace.

Interest costs

– Compare to the competition, Key Health has borrowed money from the capital market at higher rates. It needs to restructure the interest payment and costs so that it can compete better and improve profitability.

High cash cycle compare to competitors

Key Health has a high cash cycle compare to other players in the industry. It needs to shorten the cash cycle by 12% to be more competitive in the marketplace, reduce inventory costs, and be more profitable.

Slow decision making process

– As mentioned earlier in the report, Key Health has a very deliberative decision making approach. This approach has resulted in prudent decisions, but it has also resulted in missing opportunities in the industry over the last five years. Key Health even though has strong showing on digital transformation primary two stages, it has struggled to capitalize the power of digital transformation in marketing efforts and new venture efforts.

Products dominated business model

– Even though Key Health has some of the most successful products in the industry, this business model has made each new product launch extremely critical for continuous financial growth of the organization. firm in the HBR case study - Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service should strive to include more intangible value offerings along with its core products and services.

Slow to harness new channels of communication

– Even though competitors are using new communication channels such as Instagram, Tiktok, and Snap, Key Health is slow explore the new channels of communication. These new channels of communication mentioned in marketing section of case study Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service can help to provide better information regarding products and services. It can also build an online community to further reach out to potential customers.

Slow to strategic competitive environment developments

– As Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service HBR case study mentions - Key Health takes time to assess the upcoming competitions. This has led to missing out on atleast 2-3 big opportunities in the industry in last five years.

Workers concerns about automation

– As automation is fast increasing in the segment, Key Health needs to come up with a strategy to reduce the workers concern regarding automation. Without a clear strategy, it could lead to disruption and uncertainty within the organization.

Need for greater diversity

– Key Health has taken concrete steps on diversity, equity, and inclusion. But the efforts so far has resulted in limited success. It needs to expand the recruitment and selection process to hire more people from the minorities and underprivileged background.




Opportunities Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service | External Strategic Factors
What are Opportunities in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The opportunities highlighted in the Harvard Business Review case study Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service are -

Buying journey improvements

– Key Health can improve the customer journey of consumers in the industry by using analytics and artificial intelligence. Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service suggest that firm can provide automated chats to help consumers solve their own problems, provide online suggestions to get maximum out of the products and services, and help consumers to build a community where they can interact with each other to develop new features and uses.

Harnessing reconfiguration of the global supply chains

– As the trade war between US and China heats up in the coming years, Key Health can build a diversified supply chain model across various countries in - South East Asia, India, and other parts of the world. This reconfiguration of global supply chain can help, as suggested in case study, Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service, to buy more products closer to the markets, and it can leverage its size and influence to get better deal from the local markets.

Increase in government spending

– As the United States and other governments are increasing social spending and infrastructure spending to build economies post Covid-19, Key Health can use these opportunities to build new business models that can help the communities that Key Health operates in. Secondly it can use opportunities from government spending in Strategy & Execution sector.

Developing new processes and practices

– Key Health can develop new processes and procedures in Strategy & Execution industry using technology such as automation using artificial intelligence, real time transportation and products tracking, 3D modeling for concept development and new products pilot testing etc.

Redefining models of collaboration and team work

– As explained in the weaknesses section, Key Health is facing challenges because of the dominance of functional experts in the organization. Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service case study suggests that firm can utilize new technology to build more coordinated teams and streamline operations and communications using tools such as CAD, Zoom, etc.

Better consumer reach

– The expansion of the 5G network will help Key Health to increase its market reach. Key Health will be able to reach out to new customers. Secondly 5G will also provide technology framework to build new tools and products that can help more immersive consumer experience and faster consumer journey.

Creating value in data economy

– The success of analytics program of Key Health has opened avenues for new revenue streams for the organization in the industry. This can help Key Health to build a more holistic ecosystem as suggested in the Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service case study. Key Health can build new products and services such as - data insight services, data privacy related products, data based consulting services, etc.

Building a culture of innovation

– managers at Key Health can make experimentation a productive activity and build a culture of innovation using approaches such as – mining transaction data, A/B testing of websites and selling platforms, engaging potential customers over various needs, and building on small ideas in the Strategy & Execution segment.

Lowering marketing communication costs

– 5G expansion will open new opportunities for Key Health in the field of marketing communication. It will bring down the cost of doing business, provide technology platform to build new products in the Strategy & Execution segment, and it will provide faster access to the consumers.

Use of Bitcoin and other crypto currencies for transactions

– The popularity of Bitcoin and other crypto currencies as asset class and medium of transaction has opened new opportunities for Key Health in the consumer business. Now Key Health can target international markets with far fewer capital restrictions requirements than the existing system.

Loyalty marketing

– Key Health has focused on building a highly responsive customer relationship management platform. This platform is built on in-house data and driven by analytics and artificial intelligence. The customer analytics can help the organization to fine tune its loyalty marketing efforts, increase the wallet share of the organization, reduce wastage on mainstream advertising spending, build better pricing strategies using personalization, etc.

Leveraging digital technologies

– Key Health can leverage digital technologies such as artificial intelligence and machine learning to automate the production process, customer analytics to get better insights into consumer behavior, realtime digital dashboards to get better sales tracking, logistics and transportation, product tracking, etc.

Manufacturing automation

– Key Health can use the latest technology developments to improve its manufacturing and designing process in Strategy & Execution segment. It can use CAD and 3D printing to build a quick prototype and pilot testing products. It can leverage automation using machine learning and artificial intelligence to do faster production at lowers costs, and it can leverage the growth in satellite and tracking technologies to improve inventory management, transportation, and shipping.




Threats Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service are -

Consumer confidence and its impact on Key Health demand

– There is a high probability of declining consumer confidence, given – high inflammation rate, rise of gig economy, lower job stability, increasing cost of living, higher interest rates, and aging demography. All the factors contribute to people saving higher rate of their income, resulting in lower consumer demand in the industry and other sectors.

Capital market disruption

– During the Covid-19, Dow Jones has touched record high. The valuations of a number of companies are way beyond their existing business model potential. This can lead to capital market correction which can put a number of suppliers, collaborators, value chain partners in great financial difficulty. It will directly impact the business of Key Health.

Stagnating economy with rate increase

– Key Health can face lack of demand in the market place because of Fed actions to reduce inflation. This can lead to sluggish growth in the economy, lower demands, lower investments, higher borrowing costs, and consolidation in the field.

New competition

– After the dotcom bust of 2001, financial crisis of 2008-09, the business formation in US economy had declined. But in 2020 alone, there are more than 1.5 million new business applications in United States. This can lead to greater competition for Key Health in the Strategy & Execution sector and impact the bottomline of the organization.

Instability in the European markets

– European Union markets are facing three big challenges post Covid – expanded balance sheets, Brexit related business disruption, and aggressive Russia looking to distract the existing security mechanism. Key Health will face different problems in different parts of Europe. For example it will face inflationary pressures in UK, France, and Germany, balance sheet expansion and demand challenges in Southern European countries, and geopolitical instability in the Eastern Europe.

Barriers of entry lowering

– As technology is more democratized, the barriers to entry in the industry are lowering. It can presents Key Health with greater competitive threats in the near to medium future. Secondly it will also put downward pressure on pricing throughout the sector.

High dependence on third party suppliers

– Key Health high dependence on third party suppliers can disrupt its processes and delivery mechanism. For example -the current troubles of car makers because of chip shortage is because the chip companies started producing chips for electronic companies rather than car manufacturers.

Learning curve for new practices

– As the technology based on artificial intelligence and machine learning platform is getting complex, as highlighted in case study Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service, Key Health may face longer learning curve for training and development of existing employees. This can open space for more nimble competitors in the field of Strategy & Execution .

Regulatory challenges

– Key Health needs to prepare for regulatory challenges as consumer protection groups and other pressure groups are vigorously advocating for more regulations on big business - to reduce inequality, to create a level playing field, to product data privacy and consumer privacy, to reduce the influence of big money on democratic institutions, etc. This can lead to significant changes in the Strategy & Execution industry regulations.

Technology acceleration in Forth Industrial Revolution

– Key Health has witnessed rapid integration of technology during Covid-19 in the Strategy & Execution industry. As one of the leading players in the industry, Key Health needs to keep up with the evolution of technology in the Strategy & Execution sector. According to Mckinsey study top managers believe that the adoption of technology in operations, communications is 20-25 times faster than what they planned in the beginning of 2019.

Trade war between China and United States

– The trade war between two of the biggest economies can hugely impact the opportunities for Key Health in the Strategy & Execution industry. The Strategy & Execution industry is already at various protected from local competition in China, with the rise of trade war the protection levels may go up. This presents a clear threat of current business model in Chinese market.

Shortening product life cycle

– it is one of the major threat that Key Health is facing in Strategy & Execution sector. It can lead to higher research and development costs, higher marketing expenses, lower customer loyalty, etc.

Aging population

– As the populations of most advanced economies are aging, it will lead to high social security costs, higher savings among population, and lower demand for goods and services in the economy. The household savings in US, France, UK, Germany, and Japan are growing faster than predicted because of uncertainty caused by pandemic.




Weighted SWOT Analysis of Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service Template, Example


Not all factors mentioned under the Strengths, Weakness, Opportunities, and Threats quadrants in the SWOT Analysis are equal. Managers in the HBR case study Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service needs to zero down on the relative importance of each factor mentioned in the Strengths, Weakness, Opportunities, and Threats quadrants. We can provide the relative importance to each factor by assigning relative weights. Weighted SWOT analysis process is a three stage process –

First stage for doing weighted SWOT analysis of the case study Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service is to rank the strengths and weaknesses of the organization. This will help you to assess the most important strengths and weaknesses of the firm and which one of the strengths and weaknesses mentioned in the initial lists are marginal and can be left out.

Second stage for conducting weighted SWOT analysis of the Harvard case study Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service is to give probabilities to the external strategic factors thus better understanding the opportunities and threats arising out of macro environment changes and developments.

Third stage of constructing weighted SWOT analysis of Key State Blue Cross and Blue Shield Plan: A Strategy for Winning in the Market through Customer-Focused Service is to provide strategic recommendations includes – joining likelihood of external strategic factors such as opportunities and threats to the internal strategic factors – strengths and weaknesses. You should start with external factors as they will provide the direction of the overall industry. Secondly by joining probabilities with internal strategic factors can help the company not only strategic fit but also the most probably strategic trade-off that Key Health needs to make to build a sustainable competitive advantage.



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