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The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy


This discussion describes the why, what, and how of managing for value in privately held companies. Public companies continue to manage for value, a trend that is now pushing its way inexorably into privately held companies. First, we discuss the dynamics that are creating a value-management imperative for these companies. Second, we provide a signaling model to assist management of privately held companies in deciding whether to emphasize (a) revenue growth, (b) the spread between return on invested capital and the weighted average cost of capital, (c) reduction in the cost of capital, or (d) some combination of these three. The key-value-driver model provides guidance in addressing questions such as: Do we have the right to grow? Should we improve profit performance before we grow? What is our performance in relation to our cost of capital? We also describe how to acquire the data necessary to use the model. Third, we present some important but under-utilized tools based upon transactions cost and strategic cost management theories to assist executives in managing for value and discuss when to apply these tools within a strategic context. a??a??a??a??a??

Authors :: John W. Hill, Thomas L. Zeller

Topics :: Strategy & Execution

Tags :: Costs, Growth strategy, SWOT Analysis, SWOT Matrix, TOWS, Weighted SWOT Analysis

Swot Analysis of "The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy" written by John W. Hill, Thomas L. Zeller includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that A Privately facing as an external strategic factors. Some of the topics covered in The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy case study are - Strategic Management Strategies, Costs, Growth strategy and Strategy & Execution.


Some of the macro environment factors that can be used to understand the The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy casestudy better are - – digital marketing is dominated by two big players Facebook and Google, competitive advantages are harder to sustain because of technology dispersion, there is backlash against globalization, increasing commodity prices, challanges to central banks by blockchain based private currencies, increasing household debt because of falling income levels, banking and financial system is disrupted by Bitcoin and other crypto currencies, central banks are concerned over increasing inflation, supply chains are disrupted by pandemic , etc



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Introduction to SWOT Analysis of The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the A Privately, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which A Privately 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 The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy can be done for the following purposes –
1. Strategic planning using facts provided in The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy case study
2. Improving business portfolio management of A Privately
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 A Privately




Strengths The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of A Privately in The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy Harvard Business Review case study are -

Analytics focus

– A Privately 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 John W. Hill, Thomas L. Zeller 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.

Learning organization

- A Privately 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 A Privately is open place that encourages instructiveness, ideation, open minded discussions, and creativity. Employees and leaders in The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy Harvard Business Review case study emphasize – knowledge, initiative, and innovation.

High brand equity

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

Digital Transformation in Strategy & Execution segment

- digital transformation varies from industry to industry. For A Privately digital transformation journey comprises differing goals based on market maturity, customer technology acceptance, and organizational culture. A Privately 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

– A Privately has one of the best training and development program in the industry. The effectiveness of the training programs can be measured in The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy 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.

Cross disciplinary teams

– Horizontal connected teams at the A Privately 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.

Effective Research and Development (R&D)

– A Privately 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 The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy - 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

– A Privately 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 The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy HBR case study have helped the firm to develop new products and bring them quickly to the marketplace.

Diverse revenue streams

– A Privately is present in almost all the verticals within the industry. This has provided firm in The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy case study a diverse revenue stream that has helped it to survive disruptions such as global pandemic in Covid-19, financial disruption of 2008, and supply chain disruption of 2021.

Successful track record of launching new products

– A Privately has launched numerous new products in last few years, keeping in mind evolving customer preferences and competitive pressures. A Privately has effective processes in place that helps in exploring new product needs, doing quick pilot testing, and then launching the products quickly using its extensive distribution network.

Sustainable margins compare to other players in Strategy & Execution industry

– The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy firm has clearly differentiated products in the market place. This has enabled A Privately to fetch slight price premium compare to the competitors in the Strategy & Execution industry. The sustainable margins have also helped A Privately to invest into research and development (R&D) and innovation.

Organizational Resilience of A Privately

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






Weaknesses The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy are -

High cash cycle compare to competitors

A Privately 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.

Skills based hiring

– The stress on hiring functional specialists at A Privately has created an environment where the organization is dominated by functional specialists rather than management generalist. This has resulted into product oriented approach rather than marketing oriented approach or consumers oriented approach.

Workers concerns about automation

– As automation is fast increasing in the segment, A Privately 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.

Slow to strategic competitive environment developments

– As The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy HBR case study mentions - A Privately 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.

Low market penetration in new markets

– Outside its home market of A Privately, firm in the HBR case study The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy needs to spend more promotional, marketing, and advertising efforts to penetrate international markets.

Aligning sales with marketing

– It come across in the case study The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy that the firm needs to have more collaboration between its sales team and marketing team. Sales professionals in the industry have deep experience in developing customer relationships. Marketing department in the case The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy can leverage the sales team experience to cultivate customer relationships as A Privately is planning to shift buying processes online.

Interest costs

– Compare to the competition, A Privately 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.

Need for greater diversity

– A Privately 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.

Compensation and incentives

– The revenue per employee as mentioned in the HBR case study The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy, is just above the industry average. A Privately 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 bargaining power of channel partners

– Because of the regulatory requirements, John W. Hill, Thomas L. Zeller suggests that, A Privately 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.

Increasing silos among functional specialists

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




Opportunities The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy | 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 The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy are -

Better consumer reach

– The expansion of the 5G network will help A Privately to increase its market reach. A Privately 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.

Manufacturing automation

– A Privately 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.

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. A Privately can explore opportunities that can attract volunteers and are consistent with its mission and vision.

Remote work and new talent hiring opportunities

– The widespread usage of remote working technologies during Covid-19 has opened opportunities for A Privately 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 A Privately to hire the very best people irrespective of their geographical location.

Using analytics as competitive advantage

– A Privately has spent a significant amount of money and effort to integrate analytics and machine learning into its operations in the sector. This continuous investment in analytics has enabled, as illustrated in the Harvard case study The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy - to build a competitive advantage using analytics. The analytics driven competitive advantage can help A Privately to build faster Go To Market strategies, better consumer insights, developing relevant product features, and building a highly efficient supply chain.

Building a culture of innovation

– managers at A Privately 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.

Learning at scale

– Online learning technologies has now opened space for A Privately 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.

Developing new processes and practices

– A Privately 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.

Lowering marketing communication costs

– 5G expansion will open new opportunities for A Privately 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

– A Privately can improve the customer journey of consumers in the industry by using analytics and artificial intelligence. The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy 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.

Creating value in data economy

– The success of analytics program of A Privately has opened avenues for new revenue streams for the organization in the industry. This can help A Privately to build a more holistic ecosystem as suggested in the The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy case study. A Privately can build new products and services such as - data insight services, data privacy related products, data based consulting services, etc.

Changes in consumer behavior post Covid-19

– Consumer behavior has changed in the Strategy & Execution industry because of Covid-19 restrictions. Some of this behavior will stay once things get back to normal. A Privately can take advantage of these changes in consumer behavior to build a far more efficient business model. For example consumer regular ordering of products can reduce both last mile delivery costs and market penetration costs. A Privately can further use this consumer data to build better customer loyalty, provide better products and service collection, and improve the value proposition in inflationary times.

Increase in government spending

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




Threats The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy are -

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 A Privately in the Strategy & Execution sector and impact the bottomline of the organization.

Trade war between China and United States

– The trade war between two of the biggest economies can hugely impact the opportunities for A Privately 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.

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. A Privately 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.

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. A Privately can utilize it by borrowing at lower rates and invest it into research and development, capital expenditure to fortify its core competitive advantage.

Barriers of entry lowering

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

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. A Privately needs to understand the core reasons impacting the Strategy & Execution industry. This will help it in building a better workplace.

Environmental challenges

– A Privately 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. A Privately can take advantage of this fund but it will also bring new competitors in the Strategy & Execution industry.

Consumer confidence and its impact on A Privately 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.

Regulatory challenges

– A Privately 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

– A Privately has witnessed rapid integration of technology during Covid-19 in the Strategy & Execution industry. As one of the leading players in the industry, A Privately 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.

High dependence on third party suppliers

– A Privately 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.

Technology disruption because of hacks, piracy etc

– The colonial pipeline illustrated, how vulnerable modern organization are to international hackers, miscreants, and disruptors. The cyber security interruption, data leaks, etc can seriously jeopardize the future growth of the organization.

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 The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy 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 The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy 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 The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy 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 The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy 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 The New Value Imperative for Privately held companies: The Why, What, and How of value Management Strategy 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 A Privately needs to make to build a sustainable competitive advantage.



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