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Bloomberg LP - More Than the Box? SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of Bloomberg LP - More Than the Box?


In late 2013, Bloomberg LP, the financial information powerhouse, was challenged by a competing messaging service owned by a consortium of banks, many of whom were Bloomberg's customers. This development came when growth was slowing and news was emerging that Bloomberg's business practices may have compromised the privacy of its customers. Did these events serve to open fissures in the company's ability to maintain industry dominance? This case asks students to consider Bloomberg's business model and the industry's competitive landscape to assess the company's market position.

Authors :: Jonathan Knee, Miklos Sarvary

Topics :: Strategy & Execution

Tags :: Financial markets, IT, Marketing, SWOT Analysis, SWOT Matrix, TOWS, Weighted SWOT Analysis

Swot Analysis of "Bloomberg LP - More Than the Box?" written by Jonathan Knee, Miklos Sarvary includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Bloomberg's Lp facing as an external strategic factors. Some of the topics covered in Bloomberg LP - More Than the Box? case study are - Strategic Management Strategies, Financial markets, IT, Marketing and Strategy & Execution.


Some of the macro environment factors that can be used to understand the Bloomberg LP - More Than the Box? casestudy better are - – central banks are concerned over increasing inflation, talent flight as more people leaving formal jobs, there is increasing trade war between United States & China, increasing energy prices, supply chains are disrupted by pandemic , wage bills are increasing, geopolitical disruptions, there is backlash against globalization, digital marketing is dominated by two big players Facebook and Google, etc



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Introduction to SWOT Analysis of Bloomberg LP - More Than the Box?


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in Bloomberg LP - More Than the Box? case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Bloomberg's Lp, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Bloomberg's Lp 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 Bloomberg LP - More Than the Box? can be done for the following purposes –
1. Strategic planning using facts provided in Bloomberg LP - More Than the Box? case study
2. Improving business portfolio management of Bloomberg's Lp
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 Bloomberg's Lp




Strengths Bloomberg LP - More Than the Box? | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Bloomberg's Lp in Bloomberg LP - More Than the Box? Harvard Business Review case study are -

Operational resilience

– The operational resilience strategy in the Bloomberg LP - More Than the Box? 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.

Innovation driven organization

– Bloomberg's Lp is one of the most innovative firm in sector. Manager in Bloomberg LP - More Than the Box? Harvard Business Review case study can use Clayton Christensen Disruptive Innovation strategies to further increase the scale of innovtions in the organization.

Cross disciplinary teams

– Horizontal connected teams at the Bloomberg's Lp are driving operational speed, building greater agility, and keeping the organization nimble to compete with new competitors. It helps are organization to ideate new ideas, and execute them swiftly in the marketplace.

Ability to recruit top talent

– Bloomberg's Lp is one of the leading recruiters in the industry. Managers in the Bloomberg LP - More Than the Box? are in a position to attract the best talent available. The firm has a robust talent identification program that helps in identifying the brightest.

Low bargaining power of suppliers

– Suppliers of Bloomberg's Lp in the sector have low bargaining power. Bloomberg LP - More Than the Box? has further diversified its suppliers portfolio by building a robust supply chain across various countries. This helps Bloomberg's Lp to manage not only supply disruptions but also source products at highly competitive prices.

Organizational Resilience of Bloomberg's Lp

– The covid-19 pandemic has put organizational resilience at the centre of everthing that Bloomberg's Lp does. Organizational resilience comprises - Financial Resilience, Operational Resilience, Technological Resilience, Organizational Resilience, Business Model Resilience, and Reputation Resilience.

Effective Research and Development (R&D)

– Bloomberg's Lp 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 Bloomberg LP - More Than the Box? - staying ahead in the industry in terms of – new product launches, superior customer experience, highly competitive pricing strategies, and great returns to the shareholders.

Highly skilled collaborators

– Bloomberg's Lp 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 Bloomberg LP - More Than the Box? HBR case study have helped the firm to develop new products and bring them quickly to the marketplace.

Strong track record of project management

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

Sustainable margins compare to other players in Strategy & Execution industry

– Bloomberg LP - More Than the Box? firm has clearly differentiated products in the market place. This has enabled Bloomberg's Lp to fetch slight price premium compare to the competitors in the Strategy & Execution industry. The sustainable margins have also helped Bloomberg's Lp to invest into research and development (R&D) and innovation.

High brand equity

– Bloomberg's Lp has strong brand awareness and brand recognition among both - the exiting customers and potential new customers. Strong brand equity has enabled Bloomberg's Lp to keep acquiring new customers and building profitable relationship with both the new and loyal customers.

Superior customer experience

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






Weaknesses Bloomberg LP - More Than the Box? | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Bloomberg LP - More Than the Box? are -

Low market penetration in new markets

– Outside its home market of Bloomberg's Lp, firm in the HBR case study Bloomberg LP - More Than the Box? needs to spend more promotional, marketing, and advertising efforts to penetrate international markets.

Ability to respond to the competition

– As the decision making is very deliberative, highlighted in the case study Bloomberg LP - More Than the Box?, in the dynamic environment Bloomberg's Lp has struggled to respond to the nimble upstart competition. Bloomberg's Lp has reasonably good record with similar level competitors but it has struggled with new entrants taking away niches of its business.

Compensation and incentives

– The revenue per employee as mentioned in the HBR case study Bloomberg LP - More Than the Box?, is just above the industry average. Bloomberg's Lp needs to redesign the compensation structure and incentives to increase the revenue per employees. Some of the steps that it can take are – hiring more specialists on project basis, etc.

High dependence on star products

– The top 2 products and services of the firm as mentioned in the Bloomberg LP - More Than the Box? HBR case study still accounts for major business revenue. This dependence on star products in has resulted into insufficient focus on developing new products, even though Bloomberg's Lp has relatively successful track record of launching new products.

High operating costs

– Compare to the competitors, firm in the HBR case study Bloomberg LP - More Than the Box? has high operating costs in the. This can be harder to sustain given the new emerging competition from nimble players who are using technology to attract Bloomberg's Lp 's lucrative customers.

Workers concerns about automation

– As automation is fast increasing in the segment, Bloomberg's Lp 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.

Increasing silos among functional specialists

– The organizational structure of Bloomberg's Lp is dominated by functional specialists. It is not different from other players in the Strategy & Execution segment. Bloomberg's Lp needs to de-silo the office environment to harness the true potential of its workforce. Secondly the de-silo will also help Bloomberg's Lp to focus more on services rather than just following the product oriented approach.

Need for greater diversity

– Bloomberg's Lp 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.

Capital Spending Reduction

– Even during the low interest decade, Bloomberg's Lp has not been able to do capital spending to the tune of the competition. This has resulted into fewer innovations and company facing stiff competition from both existing competitors and new entrants who are disrupting the industry using digital technology.

Interest costs

– Compare to the competition, Bloomberg's Lp 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 bargaining power of channel partners

– Because of the regulatory requirements, Jonathan Knee, Miklos Sarvary suggests that, Bloomberg's Lp 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.




Opportunities Bloomberg LP - More Than the Box? | 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 Bloomberg LP - More Than the Box? are -

Creating value in data economy

– The success of analytics program of Bloomberg's Lp has opened avenues for new revenue streams for the organization in the industry. This can help Bloomberg's Lp to build a more holistic ecosystem as suggested in the Bloomberg LP - More Than the Box? case study. Bloomberg's Lp can build new products and services such as - data insight services, data privacy related products, data based consulting services, etc.

Learning at scale

– Online learning technologies has now opened space for Bloomberg's Lp to conduct training and development for its employees across the world. This will result in not only reducing the cost of training but also help employees in different part of the world to integrate with the headquarter work culture, ethos, and standards.

Manufacturing automation

– Bloomberg's Lp 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.

Finding new ways to collaborate

– Covid-19 has not only transformed business models of companies in Strategy & Execution industry, but it has also influenced the consumer preferences. Bloomberg's Lp can tie-up with other value chain partners to explore new opportunities regarding meeting customer demands and building a rewarding and engaging relationship.

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 Bloomberg's Lp in the consumer business. Now Bloomberg's Lp can target international markets with far fewer capital restrictions requirements than the existing system.

Leveraging digital technologies

– Bloomberg's Lp 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.

Reforming the budgeting process

- By establishing new metrics that will be used to evaluate both existing and potential projects Bloomberg's Lp can not only reduce the costs of the project but also help it in integrating the projects with other processes within the organization.

Developing new processes and practices

– Bloomberg's Lp 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.

Reconfiguring business model

– The expansion of digital payment system, the bringing down of international transactions costs using Bitcoin and other blockchain based currencies, etc can help Bloomberg's Lp to reconfigure its entire business model. For example it can used blockchain based technologies to reduce piracy of its products in the big markets such as China. Secondly it can use the popularity of e-commerce in various developing markets to build a Direct to Customer business model rather than the current Channel Heavy distribution network.

Remote work and new talent hiring opportunities

– The widespread usage of remote working technologies during Covid-19 has opened opportunities for Bloomberg's Lp to expand its talent hiring zone. According to McKinsey Global Institute, 20% of the high end workforce in fields such as finance, information technology, can continously work from remote local post Covid-19. This presents a really great opportunity for Bloomberg's Lp to hire the very best people irrespective of their geographical location.

Identify volunteer opportunities

– Covid-19 has impacted working population in two ways – it has led to people soul searching about their professional choices, resulting in mass resignation. Secondly it has encouraged people to do things that they are passionate about. This has opened opportunities for businesses to build volunteer oriented socially driven projects. Bloomberg's Lp can explore opportunities that can attract volunteers and are consistent with its mission and vision.

Lowering marketing communication costs

– 5G expansion will open new opportunities for Bloomberg's Lp 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.

Buying journey improvements

– Bloomberg's Lp can improve the customer journey of consumers in the industry by using analytics and artificial intelligence. Bloomberg LP - More Than the Box? 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.




Threats Bloomberg LP - More Than the Box? External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study Bloomberg LP - More Than the Box? are -

Consumer confidence and its impact on Bloomberg's Lp 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.

Technology acceleration in Forth Industrial Revolution

– Bloomberg's Lp has witnessed rapid integration of technology during Covid-19 in the Strategy & Execution industry. As one of the leading players in the industry, Bloomberg's Lp 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.

Regulatory challenges

– Bloomberg's Lp 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.

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.

Backlash against dominant players

– US Congress and other legislative arms of the government are getting tough on big business especially technology companies. The digital arm of Bloomberg's Lp business can come under increasing regulations regarding data privacy, data security, etc.

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. Bloomberg's Lp 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 Bloomberg's Lp with greater competitive threats in the near to medium future. Secondly it will also put downward pressure on pricing throughout the sector.

Shortening product life cycle

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

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 Bloomberg's Lp.

High level of anxiety and lack of motivation

– the Great Resignation in United States is the sign of broader dissatisfaction among the workforce in United States. Bloomberg's Lp needs to understand the core reasons impacting the Strategy & Execution industry. This will help it in building a better workplace.

Stagnating economy with rate increase

– Bloomberg's Lp 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.

Easy access to finance

– Easy access to finance in Strategy & Execution field will also reduce the barriers to entry in the industry, thus putting downward pressure on the prices because of increasing competition. Bloomberg's Lp can utilize it by borrowing at lower rates and invest it into research and development, capital expenditure to fortify its core competitive advantage.

Environmental challenges

– Bloomberg's Lp needs to have a robust strategy against the disruptions arising from climate change and energy requirements. EU has identified it as key priority area and spending 30% of its 880 billion Euros European post Covid-19 recovery funds on green technology. Bloomberg's Lp can take advantage of this fund but it will also bring new competitors in the Strategy & Execution industry.




Weighted SWOT Analysis of Bloomberg LP - More Than the Box? 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 Bloomberg LP - More Than the Box? 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 Bloomberg LP - More Than the Box? 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 Bloomberg LP - More Than the Box? 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 Bloomberg LP - More Than the Box? 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 Bloomberg's Lp needs to make to build a sustainable competitive advantage.



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